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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Francine Gray Francine Gray's Fidelity Investments Experience January 2002 - December 2005
Job Director/Associate Vice President, Administration
Industry Financial Services
Experience
Caring Ministries January 2014 - Present
Transamerica Retirement Services 2006 - Present
Fidelity Investments January 2002 - December 2005
Fidelity Investments 2000 - 2002
Moss Adams 1998 - 1999
Los Angeles Unified School District 1996 - 1998
Kravitz, Inc. 1992 - 1995
Skills
401k, Pensions, Defined Benefit, Profit Sharing, Financial Services, Mutual Funds, Qualified Retirement..., Retirement, Defined Contribution, Series 63, Benefits Administration, Securities, Investment Advisory, Strategic Financial..., Fixed Income, Asset Allocation, Relationship Management, ERISA, Series 7, CRM, Insurance, Employee Benefits, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Business Planning, FINRA, Investments, Instructional Design, Instruction, Adult Education, Christian Ministry, Education, Educational Leadership
Education
University of Phoenix 2007 — 2008
Masters, Adult Education and Distance Learning
University of California, Los Angeles 1987 — 1991
BS, Applied Mathematics
Caring Ministries January 2014 - Present
Transamerica Retirement Services 2006 - Present
Fidelity Investments January 2002 - December 2005
Fidelity Investments 2000 - 2002
Moss Adams 1998 - 1999
Los Angeles Unified School District 1996 - 1998
Kravitz, Inc. 1992 - 1995
Skills
401k, Pensions, Defined Benefit, Profit Sharing, Financial Services, Mutual Funds, Qualified Retirement..., Retirement, Defined Contribution, Series 63, Benefits Administration, Securities, Investment Advisory, Strategic Financial..., Fixed Income, Asset Allocation, Relationship Management, ERISA, Series 7, CRM, Insurance, Employee Benefits, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Business Planning, FINRA, Investments, Instructional Design, Instruction, Adult Education, Christian Ministry, Education, Educational Leadership
Education
University of Phoenix 2007 — 2008
Masters, Adult Education and Distance Learning
University of California, Los Angeles 1987 — 1991
BS, Applied Mathematics
Roberto Paolo Santos's Fidelity Investments Experience October 2000 - Present
Job Vice President / Branch Manager
Industry Financial Services
Experience
Fidelity Investments October 2000 - Present
Education
University of California, Davis
Bachelor of Science (BS)
Fidelity Investments October 2000 - Present
Education
University of California, Davis
Bachelor of Science (BS)
Matt Shapiro CFP® Matt Shapiro CFP®'s Fidelity Investments Experience December 2007 - September 2011
Job Senior Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc. July 2014 - Present
LearnVest, Inc. February 2014 - July 2014
LearnVest, Inc. April 2013 - January 2014
ShapiroAdventures.com October 2011 - March 2013
Fidelity Investments December 2007 - September 2011
AIG SunAmerica June 2007 - December 2007
Morgan Stanley Wealth Management June 2006 - June 2007
Toyota June 2005 - June 2006
Nordstrom July 2003 - December 2004
Skills
Sales, Salesforce.com, Series 7, Management, Financial Services, Leadership, Investments, Investment Strategies, Financial Planners, Financial Planning, Retirement Planning, Customer Service, Call Centers, Marketing, Social Media Marketing, Customer Retention, Sales Management, Microsoft Office, Lotus Notes, Call Center Development, Financial Statement..., Cross-functional..., Series 65, FINRA, Financial Goals, Tactical Asset..., Dynamic Asset Allocation, College Savings..., Income Planning, Bond Analysis, Sales & Marketing, Siebel 7.x, Google Apps, Tax Shelters, Sales Process..., Call Center Management, Call Center Optimization, Series 31, Life & Health Insurance..., Start-ups, Finance, Wealth Management, Portfolio Management, Mutual Funds, Social Media, Asset Management, Insurance, Securities, Investment Advisory, Retirement
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), Psychology
LearnVest, Inc. July 2014 - Present
LearnVest, Inc. February 2014 - July 2014
LearnVest, Inc. April 2013 - January 2014
ShapiroAdventures.com October 2011 - March 2013
Fidelity Investments December 2007 - September 2011
AIG SunAmerica June 2007 - December 2007
Morgan Stanley Wealth Management June 2006 - June 2007
Toyota June 2005 - June 2006
Nordstrom July 2003 - December 2004
Skills
Sales, Salesforce.com, Series 7, Management, Financial Services, Leadership, Investments, Investment Strategies, Financial Planners, Financial Planning, Retirement Planning, Customer Service, Call Centers, Marketing, Social Media Marketing, Customer Retention, Sales Management, Microsoft Office, Lotus Notes, Call Center Development, Financial Statement..., Cross-functional..., Series 65, FINRA, Financial Goals, Tactical Asset..., Dynamic Asset Allocation, College Savings..., Income Planning, Bond Analysis, Sales & Marketing, Siebel 7.x, Google Apps, Tax Shelters, Sales Process..., Call Center Management, Call Center Optimization, Series 31, Life & Health Insurance..., Start-ups, Finance, Wealth Management, Portfolio Management, Mutual Funds, Social Media, Asset Management, Insurance, Securities, Investment Advisory, Retirement
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Jessica (Levenbaum) Hampton's Fidelity Investments Experience 1996 - 1997
Job Global Product Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo May 2009 - April 2013
Avnet November 2007 - March 2009
DHL January 2006 - November 2007
St. John Knits March 1999 - March 2001
Mossimo 1997 - 1999
Fidelity Investments 1996 - 1997
Skills
Business Analysis, Mainframe, Business Intelligence, EDI, Process Improvement, E-commerce, Project Management, Requirements Gathering, Technical Writing, Change Management, Team Leadership, IT Management, Business Process..., Business Objects, Integration, Agile Methodologies, Business Requirements, Requirements Analysis, SQL, Vendor Management, Analytics, Analysis
Education
University of California, Berkeley 1994 — 1996
BA, Economics & Psychology
University of California, Irvine 1992 — 1994
Bachelor of Arts (B.A.), Economics and Psychology
Chaparral High School 1988 — 1992
Wells Fargo April 2013 - Present
Wells Fargo May 2009 - April 2013
Avnet November 2007 - March 2009
DHL January 2006 - November 2007
St. John Knits March 1999 - March 2001
Mossimo 1997 - 1999
Fidelity Investments 1996 - 1997
Skills
Business Analysis, Mainframe, Business Intelligence, EDI, Process Improvement, E-commerce, Project Management, Requirements Gathering, Technical Writing, Change Management, Team Leadership, IT Management, Business Process..., Business Objects, Integration, Agile Methodologies, Business Requirements, Requirements Analysis, SQL, Vendor Management, Analytics, Analysis
Education
University of California, Berkeley 1994 — 1996
BA, Economics & Psychology
University of California, Irvine 1992 — 1994
Bachelor of Arts (B.A.), Economics and Psychology
Chaparral High School 1988 — 1992
Paul Friedman's Fidelity Investments Experience 1996 - 1997
Job curiousity | innovation | execution | business
Industry Wireless
Experience
Monsoon Multimedia 2007 - Present
ArcSoft 2006 - 2007
ArcSoft 2004 - 2006
Emuzed (acquired by Flextronics) 2001 - 2004
Octane (acquired by Epiphany) 1997 - 2001
Fidelity Investments 1996 - 1997
IA Corp (acquired by Litton) 1985 - 1996
MC2 (acquired by Litton) 1990 - 1993
Digital MicroSystems (acq by private investors) 1982 - 1984
Schlumberger 1980 - 1981
Education
University of California, Berkeley
BA, Computer Science
Monsoon Multimedia 2007 - Present
ArcSoft 2006 - 2007
ArcSoft 2004 - 2006
Emuzed (acquired by Flextronics) 2001 - 2004
Octane (acquired by Epiphany) 1997 - 2001
Fidelity Investments 1996 - 1997
IA Corp (acquired by Litton) 1985 - 1996
MC2 (acquired by Litton) 1990 - 1993
Digital MicroSystems (acq by private investors) 1982 - 1984
Schlumberger 1980 - 1981
Education
University of California, Berkeley
BA, Computer Science
Suleiman Khader - MBA Candidate's Fidelity Investments Experience 2013 - July 2015
Job Senior Software Engineer at NCR
Industry Program Development
Experience
NCR Corporation July 2015 - Present
Fidelity Investments 2013 - July 2015
Accenture 2013 - 2013
Caradigm: a Microsoft GE Healthcare company 2012 - 2013
GE Healthcare 2011 - 2012
National Product Sales 2009 - 2010
Huntsman Cancer Institute 2009 - 2009
EJADA 2007 - 2007
Education
University of Bristol 2007 — 2008
Master's degree
University of Petra 2003 — 2007
3.30
University of Utah
Master of Business Administration (MBA)
NCR Corporation July 2015 - Present
Fidelity Investments 2013 - July 2015
Accenture 2013 - 2013
Caradigm: a Microsoft GE Healthcare company 2012 - 2013
GE Healthcare 2011 - 2012
National Product Sales 2009 - 2010
Huntsman Cancer Institute 2009 - 2009
EJADA 2007 - 2007
Education
University of Bristol 2007 — 2008
Master's degree
University of Petra 2003 — 2007
3.30
University of Utah
Master of Business Administration (MBA)
Sarita Abraham Sarita Abraham's Fidelity Investments Experience 2012 - 2014
Job Transaction & Data Integrity Specialist
Industry Financial Services
Experience
Royal Bank of Scotland September 2014 - Present
Fidelity Investments 2012 - 2014
Six Telekurs USA INC January 2011 - 2012
Six Telekurs USA Inc August 2006 - December 2010
SIX Telekurs USA 2001 - 2005
Skills
Research, Fixed Income, Equities, Derivatives, Reference Data, Mutual Funds, Corporate Actions, Hybrids, Futures, Options, Quality Assurance, Indices, Market Data, Accounts Payable, General Ledger, Data Analysis, Financial Markets, Capital Markets, Securities, Financial Services
Education
University of Bridgeport 2006 — 2008
MBA, Business Admin & Finance
University of Bridgeport 1998 — 2001
Bachelor of Science, Marketing & Int'l Business
Royal Bank of Scotland September 2014 - Present
Fidelity Investments 2012 - 2014
Six Telekurs USA INC January 2011 - 2012
Six Telekurs USA Inc August 2006 - December 2010
SIX Telekurs USA 2001 - 2005
Skills
Research, Fixed Income, Equities, Derivatives, Reference Data, Mutual Funds, Corporate Actions, Hybrids, Futures, Options, Quality Assurance, Indices, Market Data, Accounts Payable, General Ledger, Data Analysis, Financial Markets, Capital Markets, Securities, Financial Services
Education
University of Bridgeport 2006 — 2008
MBA, Business Admin & Finance
University of Bridgeport 1998 — 2001
Bachelor of Science, Marketing & Int'l Business
Anjali Warier's Fidelity Investments Experience May 2010 - September 2012
Job Senior Associate
Industry Computer Software
Experience
Cognizant Technology Solutions January 2015 - Present
Wipro September 2012 - December 2014
Fidelity Investments May 2010 - September 2012
Cognizant Technology Solutions February 2007 - May 2010
Skills
PL/SQL, Oracle, Unix Shell Scripting, Data Warehousing, Informatica, Unix, Oracle Warehouse Builder, Testing, Programming, ETL, Requirements Analysis, SOA, Shell Scripting, Java Enterprise Edition
Education
University of Calicut 2002 — 2006
B.TECH, Biotechnology
Cognizant Technology Solutions January 2015 - Present
Wipro September 2012 - December 2014
Fidelity Investments May 2010 - September 2012
Cognizant Technology Solutions February 2007 - May 2010
Skills
PL/SQL, Oracle, Unix Shell Scripting, Data Warehousing, Informatica, Unix, Oracle Warehouse Builder, Testing, Programming, ETL, Requirements Analysis, SOA, Shell Scripting, Java Enterprise Edition
Education
University of Calicut 2002 — 2006
B.TECH, Biotechnology
Tiffany Le Tiffany Le's Fidelity Investments Experience April 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - March 2015
Signature Estate & Investment Advisors, LLC September 2011 - September 2014
Brentwood Advisory Group April 2010 - August 2011
New York Life Insurance Company April 2010 - June 2011
CBS Television Distribution April 2009 - April 2010
Skills
Series 63, Series 7, Life & Health Insurance..., Financial Analysis, Financial Reporting, Strategic Financial..., Client Liaison, Microsoft Office, Client Relations Skills, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Troubleshooting, PowerPoint, Windows, CRM databases, Box.net, Relationship Management, Retirement Planning, Mutual Funds
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2007 — 2011
Economics
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - March 2015
Signature Estate & Investment Advisors, LLC September 2011 - September 2014
Brentwood Advisory Group April 2010 - August 2011
New York Life Insurance Company April 2010 - June 2011
CBS Television Distribution April 2009 - April 2010
Skills
Series 63, Series 7, Life & Health Insurance..., Financial Analysis, Financial Reporting, Strategic Financial..., Client Liaison, Microsoft Office, Client Relations Skills, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Troubleshooting, PowerPoint, Windows, CRM databases, Box.net, Relationship Management, Retirement Planning, Mutual Funds
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2007 — 2011
Economics
Bishak Adukkath Menon Bishak Adukkath Menon's Fidelity Investments Experience July 2013 - Present
Job at
Industry Information Technology and Services
Experience
Fidelity Investments July 2013 - Present
Citi January 2009 - July 2013
Tata Consultancy Services December 2006 - July 2013
Skills
Quality Center, LoadRunner, SOA, QTP, SQL, Unix, Unix Shell Scripting, HP Performance Center, SiteScope, Wily Introscope, JProfiler, HP diagnostics, ALM, C, Performance Engineering, JMeter, Oracle, Core Java, Web Services, Performance Testing, Dynatrace, Splunk, Java, J2EE Application..., Performance Tuning, Shell Scripting, JDBC, Linux, Databases, Tomcat, WebSphere Application..., SDLC, Agile Methodologies, Apache, SoapUI, XML, Test Automation, Microsoft SQL Server, Websphere, PL/SQL, Eclipse, User Acceptance Testing, Requirements Analysis, Toad, SQL Tuning, SOAP, Java Enterprise Edition, HP Quality Center
Education
SASTRA University 2008 — 2011
Master of Computer Applications (MCA), Computer Science, CGPA: 6.9
Calicut University 2003 — 2006
Bachelor of Science (BSc), Electronics, CGPA : 7.3
Fidelity Investments July 2013 - Present
Citi January 2009 - July 2013
Tata Consultancy Services December 2006 - July 2013
Skills
Quality Center, LoadRunner, SOA, QTP, SQL, Unix, Unix Shell Scripting, HP Performance Center, SiteScope, Wily Introscope, JProfiler, HP diagnostics, ALM, C, Performance Engineering, JMeter, Oracle, Core Java, Web Services, Performance Testing, Dynatrace, Splunk, Java, J2EE Application..., Performance Tuning, Shell Scripting, JDBC, Linux, Databases, Tomcat, WebSphere Application..., SDLC, Agile Methodologies, Apache, SoapUI, XML, Test Automation, Microsoft SQL Server, Websphere, PL/SQL, Eclipse, User Acceptance Testing, Requirements Analysis, Toad, SQL Tuning, SOAP, Java Enterprise Edition, HP Quality Center
Education
SASTRA University 2008 — 2011
Master of Computer Applications (MCA), Computer Science, CGPA: 6.9
Calicut University 2003 — 2006
Bachelor of Science (BSc), Electronics, CGPA : 7.3
Eugene Choi CFP® Eugene Choi CFP®'s Fidelity Investments Experience August 2011 - October 2012
Job Regional Marketing Associate at Dunham & Associates
Industry Financial Services
Experience
Dunham & Associates May 2014 - Present
Commonwealth Financial Network November 2012 - May 2014
Fidelity Investments August 2011 - October 2012
Apple Inc. January 2010 - July 2011
UBS Financial Services Inc July 2009 - July 2011
Skills
Spanish, Korean, Microsoft Office, Financial Analysis, Investments, Money Management, Public Speaking, Leadership, Strategic Planning, Data Analysis, Microsoft Excel, Market Research, PowerPoint, Financial Modeling, Access
Education
University of California, San Diego 2007 — 2011
Economics, Economics
Dunham & Associates May 2014 - Present
Commonwealth Financial Network November 2012 - May 2014
Fidelity Investments August 2011 - October 2012
Apple Inc. January 2010 - July 2011
UBS Financial Services Inc July 2009 - July 2011
Skills
Spanish, Korean, Microsoft Office, Financial Analysis, Investments, Money Management, Public Speaking, Leadership, Strategic Planning, Data Analysis, Microsoft Excel, Market Research, PowerPoint, Financial Modeling, Access
Education
University of California, San Diego 2007 — 2011
Economics, Economics
Sandy Lelievre's Fidelity Investments Experience March 2001 - February 2003
Job
Industry Financial Services
Experience
City National Rochdale July 2014 - Present
Camden Asset Management November 2012 - July 2014
Backstop Solutions Group March 2010 - August 2012
Canyon Capital Advisors LLC April 2006 - March 2010
GlobeOp Financial Services 2005 - 2006
Bear Stearns 2003 - 2005
Fidelity Investments March 2001 - February 2003
Totality 2000 - 2001
Dresdner RCM Global Investors April 1998 - February 2000
Light Source 1995 - 1997
Skills
Investor Relations, Customer Relations, Fund Administration, Hedge Funds, Portfolio Management, Financial Services, Customer Service, Management, Fixed Income, Relationship Management, Mutual Funds, Fund Of Funds, CRM, Due Diligence, Alternative Investments, Investments, Asset Managment, Asset Management, Financial Analysis, Trading, Securities, Investment Advisory, Finance, Equities, Investment Banking, Private Equity, Investment Strategies, Bloomberg, Capital Markets, Asset Allocation, Derivatives, Prime Brokerage, Investment Management, Series 7
Education
University of California, Davis 1990 — 1994
Bachelor of Art, History
Novato High School 1988 — 1990
City National Rochdale July 2014 - Present
Camden Asset Management November 2012 - July 2014
Backstop Solutions Group March 2010 - August 2012
Canyon Capital Advisors LLC April 2006 - March 2010
GlobeOp Financial Services 2005 - 2006
Bear Stearns 2003 - 2005
Fidelity Investments March 2001 - February 2003
Totality 2000 - 2001
Dresdner RCM Global Investors April 1998 - February 2000
Light Source 1995 - 1997
Skills
Investor Relations, Customer Relations, Fund Administration, Hedge Funds, Portfolio Management, Financial Services, Customer Service, Management, Fixed Income, Relationship Management, Mutual Funds, Fund Of Funds, CRM, Due Diligence, Alternative Investments, Investments, Asset Managment, Asset Management, Financial Analysis, Trading, Securities, Investment Advisory, Finance, Equities, Investment Banking, Private Equity, Investment Strategies, Bloomberg, Capital Markets, Asset Allocation, Derivatives, Prime Brokerage, Investment Management, Series 7
Education
University of California, Davis 1990 — 1994
Bachelor of Art, History
Novato High School 1988 — 1990
Cory Evans Cory Evans's Fidelity Investments Experience September 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - September 2015
NewFocus Financial Group June 2014 - March 2015
YellowBrickRoad Financial Advisors March 2013 - June 2014
YellowBrickRoad Financial Advisors December 2012 - March 2013
Private Ocean January 2008 - November 2012
Citco Fund Services January 2007 - October 2007
The Heritage Foundation September 2005 - December 2005
Charles Schwab & Co February 1999 - August 2003
Skills
Investments, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Finance, Wealth Management, Investment Management, Financial Advisory, Equities, Asset Managment, Investment Strategies, Alternative Investments, Securities, Financial Planning, Series 65, Series 7, Financial Services, Portfolio Management, Retirement Planning, Series 63
Education
University of California, Davis
Bachelor of Arts, International Relations
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - September 2015
NewFocus Financial Group June 2014 - March 2015
YellowBrickRoad Financial Advisors March 2013 - June 2014
YellowBrickRoad Financial Advisors December 2012 - March 2013
Private Ocean January 2008 - November 2012
Citco Fund Services January 2007 - October 2007
The Heritage Foundation September 2005 - December 2005
Charles Schwab & Co February 1999 - August 2003
Skills
Investments, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Finance, Wealth Management, Investment Management, Financial Advisory, Equities, Asset Managment, Investment Strategies, Alternative Investments, Securities, Financial Planning, Series 65, Series 7, Financial Services, Portfolio Management, Retirement Planning, Series 63
Education
University of California, Davis
Bachelor of Arts, International Relations
Benjamin Chiang Benjamin Chiang's Fidelity Investments Experience March 2012 - June 2014
Job Financial Advisor at American Airlines
Industry Financial Services
Experience
American Airlines Federal Credit Union June 2014 - Present
Fidelity Investments March 2012 - June 2014
Merrill Lynch October 2010 - June 2012
MetLife Investors July 2006 - October 2010
Skills
Retirement Planning, Wealth Management, Portfolio Analysis, Management, Series 7, Series 63, Portfolio Management, Strategy, Securities, Retirement, Alternative Investments, Mutual Funds, Investments, Life Insurance, Finance, Series 6, Sales, Wealth, CRM, Uniform Combined State..., Financial Services, Financial Advisory, Asset Allocation, Variable Annuities, Fixed Annuities, Relationship Management, 401k Rollovers, Series 65, Investment Management, Series 24, Equities, Estate Planning, 401k, Strategic Financial..., Analysis, FINRA, Investment Strategies, Financial Analysis, Bonds, Investment Advisory, Fixed Income, Asset Management, Capital Markets, Wealth Management..., Options, Insurance, Hedge Funds, Financial Planning, Bloomberg, Financial Modeling
Education
University of California, Irvine
B.A., Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
American Airlines Federal Credit Union June 2014 - Present
Fidelity Investments March 2012 - June 2014
Merrill Lynch October 2010 - June 2012
MetLife Investors July 2006 - October 2010
Skills
Retirement Planning, Wealth Management, Portfolio Analysis, Management, Series 7, Series 63, Portfolio Management, Strategy, Securities, Retirement, Alternative Investments, Mutual Funds, Investments, Life Insurance, Finance, Series 6, Sales, Wealth, CRM, Uniform Combined State..., Financial Services, Financial Advisory, Asset Allocation, Variable Annuities, Fixed Annuities, Relationship Management, 401k Rollovers, Series 65, Investment Management, Series 24, Equities, Estate Planning, 401k, Strategic Financial..., Analysis, FINRA, Investment Strategies, Financial Analysis, Bonds, Investment Advisory, Fixed Income, Asset Management, Capital Markets, Wealth Management..., Options, Insurance, Hedge Funds, Financial Planning, Bloomberg, Financial Modeling
Education
University of California, Irvine
B.A., Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Amy Jeffry-Miller Amy Jeffry-Miller's Fidelity Investments Experience March 2012 - Present
Job Technical Writer at Fidelity Investments
Industry Writing and Editing
Experience
Fidelity Investments March 2012 - Present
Freelance Technical Writing/Editing November 2000 - Present
ACS, a Xerox Company May 2010 - February 2012
Monitronics International October 2007 - May 2010
Affiliated Computer Services, Inc 2005 - 2007
RadioShack Corporation January 1999 - January 2001
International Isotopes, Inc January 1998 - January 1999
Harcourt Brace & Company 1997 - 1998
Hunt Oil Company January 1995 - January 1997
Skills
Technical Writing, Editing, Newsletters, SharePoint, Software Documentation, Writing, Online Help, Technical Documentation, Process Improvement, Analysis, Quality Assurance, Publications, RoboHelp, Websites, Web Publishing, Collaboration
Education
University of North Texas 1993 — 1999
BS, English & History
University of California, San Diego 1997 — 1998
Fidelity Investments March 2012 - Present
Freelance Technical Writing/Editing November 2000 - Present
ACS, a Xerox Company May 2010 - February 2012
Monitronics International October 2007 - May 2010
Affiliated Computer Services, Inc 2005 - 2007
RadioShack Corporation January 1999 - January 2001
International Isotopes, Inc January 1998 - January 1999
Harcourt Brace & Company 1997 - 1998
Hunt Oil Company January 1995 - January 1997
Skills
Technical Writing, Editing, Newsletters, SharePoint, Software Documentation, Writing, Online Help, Technical Documentation, Process Improvement, Analysis, Quality Assurance, Publications, RoboHelp, Websites, Web Publishing, Collaboration
Education
University of North Texas 1993 — 1999
BS, English & History
University of California, San Diego 1997 — 1998
Lisa Quach, CFP® Lisa Quach, CFP®'s Fidelity Investments Experience December 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Merrill Edge August 2014 - November 2014
Merrill Edge September 2011 - August 2014
Fidelity Investments January 2010 - September 2011
Citigroup February 2008 - January 2010
Bank of America March 2007 - February 2008
Citi Group April 2006 - March 2007
Skills
Series 7, Series 66, Health Insurance, Fixed Annuities, Whole Life, Roth IRA, 401k Rollovers, 529 Plans, Rollovers, College Savings Plans, Closed-end Funds, ETFs, Insurance Planning, Stocks, Retail Brokerage, Retail Banking, FINRA, Uniform Combined State..., Financial Planners, Financial Services, Financial Advisory, Portfolio Management, Brokers, Banking, Finance, Retirement Planning, Investments, Financial Planning, Mutual Funds, Leadership, Wealth Management
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (B.S.), Business Administration, Finance
Fidelity Investments December 2014 - Present
Merrill Edge August 2014 - November 2014
Merrill Edge September 2011 - August 2014
Fidelity Investments January 2010 - September 2011
Citigroup February 2008 - January 2010
Bank of America March 2007 - February 2008
Citi Group April 2006 - March 2007
Skills
Series 7, Series 66, Health Insurance, Fixed Annuities, Whole Life, Roth IRA, 401k Rollovers, 529 Plans, Rollovers, College Savings Plans, Closed-end Funds, ETFs, Insurance Planning, Stocks, Retail Brokerage, Retail Banking, FINRA, Uniform Combined State..., Financial Planners, Financial Services, Financial Advisory, Portfolio Management, Brokers, Banking, Finance, Retirement Planning, Investments, Financial Planning, Mutual Funds, Leadership, Wealth Management
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (B.S.), Business Administration, Finance
Richard Sardelli Richard Sardelli's Fidelity Investments Experience December 1995 - March 2002
Job President, Richard Louis Advertising
Industry Marketing and Advertising
Experience
Richard Louis Advertising October 2010 - Present
Pioneer Investments March 2002 - October 2010
Fidelity Investments December 1995 - March 2002
Young & Rubicam November 1989 - December 1995
Education
University of Bridgeport
Bachelors Degree, Marketing, Advertising
Richard Louis Advertising October 2010 - Present
Pioneer Investments March 2002 - October 2010
Fidelity Investments December 1995 - March 2002
Young & Rubicam November 1989 - December 1995
Education
University of Bridgeport
Bachelors Degree, Marketing, Advertising
Sean Collins Sean Collins's Fidelity Investments Experience 1992 - 1994
Job CEO/CoFounder
Industry Financial Services
Experience
Cinch Financial January 2012 - Present
Partner Advisors April 2002 - Present
Hillerich & Bradsby Co./Louisville Slugger September 2009 - September 2015
API/First USA/BankOne (acquired by JPM/Chase 2004) 1994 - 2002
Fidelity Investments 1992 - 1994
American Express 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1988 — 1989
Master of Business Administration (MBA)
University of California, Berkeley 1980 — 1985
AB
Cinch Financial January 2012 - Present
Partner Advisors April 2002 - Present
Hillerich & Bradsby Co./Louisville Slugger September 2009 - September 2015
API/First USA/BankOne (acquired by JPM/Chase 2004) 1994 - 2002
Fidelity Investments 1992 - 1994
American Express 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1988 — 1989
Master of Business Administration (MBA)
University of California, Berkeley 1980 — 1985
AB
Jay Quinn, CFP ® Jay Quinn, CFP ®'s Fidelity Investments Experience August 2004 - July 2006
Job Financial Advisor at Presidential Brokerage, Inc. America's Retirement Store
Industry Financial Services
Experience
Presidential Brokerage, Inc. - America's Retirement Store September 2015 - Present
Ziegler July 2013 - August 2015
AthenaInvest January 2011 - June 2013
Cetera Advisors LLC February 2010 - November 2010
Welton Street Investments April 2007 - September 2009
Fidelity Investments August 2004 - July 2006
Charles Schwab 1991 - 2004
Skills
Certified Financial..., Mutual Funds, Investments, Sales Management, Sales Process, Relationship Management, Financial Advisory, Estate Planning, Financial Services, Wealth Management, Retirement Planning
Education
University of California, Berkeley 1978 — 1982
BA, History
Presidential Brokerage, Inc. - America's Retirement Store September 2015 - Present
Ziegler July 2013 - August 2015
AthenaInvest January 2011 - June 2013
Cetera Advisors LLC February 2010 - November 2010
Welton Street Investments April 2007 - September 2009
Fidelity Investments August 2004 - July 2006
Charles Schwab 1991 - 2004
Skills
Certified Financial..., Mutual Funds, Investments, Sales Management, Sales Process, Relationship Management, Financial Advisory, Estate Planning, Financial Services, Wealth Management, Retirement Planning
Education
University of California, Berkeley 1978 — 1982
BA, History
Janet McKinley Janet McKinley's Fidelity Investments Experience March 2010 - December 2012
Job CFO McKinley Family and Retired Financial Advisor
Industry Financial Services
Experience
Students Rising Above November 2013 - Present
Fidelity Investments March 2010 - December 2012
Fidelity Investments March 2004 - February 2009
Core Asset Management Company November 1999 - March 2004
Paper White Linens 1989 - 1999
I. Magnin 1981 - 1987
Skills
Leadership, Marketing, Portfolio Management, Retirement Planning, Strategic Financial..., Sales
Education
University of California, Los Angeles 1974 — 1975
BA, Sociology
Students Rising Above November 2013 - Present
Fidelity Investments March 2010 - December 2012
Fidelity Investments March 2004 - February 2009
Core Asset Management Company November 1999 - March 2004
Paper White Linens 1989 - 1999
I. Magnin 1981 - 1987
Skills
Leadership, Marketing, Portfolio Management, Retirement Planning, Strategic Financial..., Sales
Education
University of California, Los Angeles 1974 — 1975
BA, Sociology
Vatsal Pandya's Fidelity Investments Experience August 2007 - December 2009
Job Vice President, PNC Investments Technology at PNC Financial Services Group
Industry Information Technology and Services
Experience
PNC November 2012 - Present
PNC January 2011 - November 2012
PNC May 2010 - January 2011
Fidelity Investments August 2007 - December 2009
Upromise February 2007 - July 2007
Workscape May 2006 - December 2006
Skills
Investments, Banking, SDLC, Vendor Management, Program Management, Business Analysis, Leadership, IT Strategy, Risk Management, Data Analysis, SQL
Education
University of Bridgeport 2005 — 2006
Master of Science (MS), Electrical & Computer Engineering
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Electronics & Communication Engineering
PNC November 2012 - Present
PNC January 2011 - November 2012
PNC May 2010 - January 2011
Fidelity Investments August 2007 - December 2009
Upromise February 2007 - July 2007
Workscape May 2006 - December 2006
Skills
Investments, Banking, SDLC, Vendor Management, Program Management, Business Analysis, Leadership, IT Strategy, Risk Management, Data Analysis, SQL
Education
University of Bridgeport 2005 — 2006
Master of Science (MS), Electrical & Computer Engineering
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Electronics & Communication Engineering
Jennifer Ling Jennifer Ling's Fidelity Investments Experience April 2005 - April 2011
Job
Industry Financial Services
Experience
Fidelity Investments April 2005 - April 2011
Charles Schwab 1999 - 2005
Education
University of Southern California 1995 — 1997
MA, Public Administration
University of California, Los Angeles 1993 — 1995
BA, Business Economics
Fidelity Investments April 2005 - April 2011
Charles Schwab 1999 - 2005
Education
University of Southern California 1995 — 1997
MA, Public Administration
University of California, Los Angeles 1993 — 1995
BA, Business Economics
Pamela F. Richardson Pamela F. Richardson's Fidelity Investments Experience March 2000 - October 2010
Job Financial/Relationship Management Professional
Industry Financial Services
Experience
Bloomberg LP April 2012 - July 2013
Fidelity Investments March 2000 - October 2010
Milestone Capital Management, LLC January 1998 - February 2000
AllianceBernstein June 1990 - May 1997
Education
University of California, Berkeley
Bachelor of Arts (B.A.), English
Bloomberg LP April 2012 - July 2013
Fidelity Investments March 2000 - October 2010
Milestone Capital Management, LLC January 1998 - February 2000
AllianceBernstein June 1990 - May 1997
Education
University of California, Berkeley
Bachelor of Arts (B.A.), English
Ryan Lee, CFP® Ryan Lee, CFP®'s Fidelity Investments Experience May 2012 - Present
Job VP Private Client / Senior Account Executive
Industry Financial Services
Experience
Korean-American Youth Assistance Coalition August 2013 - Present
Fidelity Investments May 2012 - Present
Merrill Lynch October 2009 - April 2012
Banc of America Investment Services July 2008 - October 2009
Citi-Smithbarney May 2007 - July 2008
Citicorp Investment Services October 2000 - May 2007
Janney Montgomery Scott LLC January 2000 - October 2000
Education
University of California, Irvine
Bachelor of Arts, Social Science
Korean-American Youth Assistance Coalition August 2013 - Present
Fidelity Investments May 2012 - Present
Merrill Lynch October 2009 - April 2012
Banc of America Investment Services July 2008 - October 2009
Citi-Smithbarney May 2007 - July 2008
Citicorp Investment Services October 2000 - May 2007
Janney Montgomery Scott LLC January 2000 - October 2000
Education
University of California, Irvine
Bachelor of Arts, Social Science
Janet (Rebholtz) Mooney Janet (Rebholtz) Mooney's Fidelity Investments Experience April 2012 - June 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
ADP February 2014 - February 2015
TriNet June 2013 - February 2014
Fidelity Investments April 2012 - June 2013
Paychex June 2008 - March 2011
Paychex June 2007 - June 2008
Paychex June 2004 - June 2007
Paychex May 2001 - June 2004
Skills
HRIS, HR Consulting, Benefits Administration, Employee Benefits, Human Resources, Recruiting, PEO, Employee Handbooks, 401k, Leadership, Sales process, Training, Sales Process, Cold Calling, Performance Management, Talent Acquisition, Onboarding, Employee Relations, Talent Management, Succession Planning, Sales, Employee Training, Salesforce.com, Hiring, Applicant Tracking..., Payroll, Interviews, Customer Retention, Sales Presentations, Workers Compensation
Education
University of California, Berkeley
Bachelor's degree, Psychology
Edward Jones February 2015 - Present
ADP February 2014 - February 2015
TriNet June 2013 - February 2014
Fidelity Investments April 2012 - June 2013
Paychex June 2008 - March 2011
Paychex June 2007 - June 2008
Paychex June 2004 - June 2007
Paychex May 2001 - June 2004
Skills
HRIS, HR Consulting, Benefits Administration, Employee Benefits, Human Resources, Recruiting, PEO, Employee Handbooks, 401k, Leadership, Sales process, Training, Sales Process, Cold Calling, Performance Management, Talent Acquisition, Onboarding, Employee Relations, Talent Management, Succession Planning, Sales, Employee Training, Salesforce.com, Hiring, Applicant Tracking..., Payroll, Interviews, Customer Retention, Sales Presentations, Workers Compensation
Education
University of California, Berkeley
Bachelor's degree, Psychology
Jeremy Broker Jeremy Broker's Fidelity Investments Experience February 2010 - April 2012
Job Vice President at Ambrose Employer Group
Industry Financial Services
Experience
Ambrose Employer Group, LLC March 2012 - Present
Opus Connect April 2014 - Present
Fidelity Investments February 2010 - April 2012
AXA Advisors September 2002 - February 2010
Signator Financial Network May 2000 - July 2002
Skills
Employee Benefits..., Financial Analysis, Strategic Financial..., Insurance Planning, Outsourced HR Services, Voluntary Employee..., Financial Advisory, New Business Development, Retirement Plan..., Healthcare Analytics, Employee Wellness..., International Benefits, Client Relationship..., Estate Planning, Employee Benefits, Financial Planners, Executive Management, CRM, Leadership, Finance, Investments, Risk Management, Portfolio Management, Series 7, Asset Management, Human Resources, Financial Planning, Financial Services, Strategy, Mutual Funds, Asset Allocation, Management, Start-ups, Wealth Management
Education
University of California, Los Angeles 1997 — 2001
Ambrose Employer Group, LLC March 2012 - Present
Opus Connect April 2014 - Present
Fidelity Investments February 2010 - April 2012
AXA Advisors September 2002 - February 2010
Signator Financial Network May 2000 - July 2002
Skills
Employee Benefits..., Financial Analysis, Strategic Financial..., Insurance Planning, Outsourced HR Services, Voluntary Employee..., Financial Advisory, New Business Development, Retirement Plan..., Healthcare Analytics, Employee Wellness..., International Benefits, Client Relationship..., Estate Planning, Employee Benefits, Financial Planners, Executive Management, CRM, Leadership, Finance, Investments, Risk Management, Portfolio Management, Series 7, Asset Management, Human Resources, Financial Planning, Financial Services, Strategy, Mutual Funds, Asset Allocation, Management, Start-ups, Wealth Management
Education
University of California, Los Angeles 1997 — 2001
Erin Uhlenkamp's Fidelity Investments Experience May 2012 - March 2015
Job Communications Consultant
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
Fidelity Investments May 2012 - March 2015
J.P. Morgan Retirement Plan Services November 2010 - October 2012
Fidelity Investments 2006 - December 2010
LPL Financial Services 2005 - 2006
Schwab Institutional 2004 - 2005
Trust Company of the West January 2001 - November 2004
Trust Company of the West (TCW) 2000 - 2003
Skills
Series 6, Marketing, Sales, Account Management, Strategic Communications, Business Planning, Proposal Writing, Mutual Funds, Series 7, Series 63, Retirement, Financial Services, Investments, Relationship Management, Asset Managment, 401k, Retirement Planning
Education
UCI 2009 — 2009
Certificate in Financial Planning
University of Southern California 1996 — 2000
BS
TIAA-CREF March 2015 - Present
Fidelity Investments May 2012 - March 2015
J.P. Morgan Retirement Plan Services November 2010 - October 2012
Fidelity Investments 2006 - December 2010
LPL Financial Services 2005 - 2006
Schwab Institutional 2004 - 2005
Trust Company of the West January 2001 - November 2004
Trust Company of the West (TCW) 2000 - 2003
Skills
Series 6, Marketing, Sales, Account Management, Strategic Communications, Business Planning, Proposal Writing, Mutual Funds, Series 7, Series 63, Retirement, Financial Services, Investments, Relationship Management, Asset Managment, 401k, Retirement Planning
Education
UCI 2009 — 2009
Certificate in Financial Planning
University of Southern California 1996 — 2000
BS
Suma Gautam, PMP, CSM's Fidelity Investments Experience July 2012 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Skills
Visio, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, Business Process, PMP, Software Project..., User Acceptance Testing, Agile Methodologies, Vendor Management, Project Management, Systems Analysis, Data Warehousing, Business Process..., Business Intelligence, PMO, SQL
Education
Scrum Alliance 2015 — 2015
CSM Certification, Scrum Master Certification
Project Management Institute 2010 — 2011
PMP Certification, Project Management
University of Bridgeport 2004 — 2006
MBA, Finance
Fidelity Investments July 2012 - Present
Skills
Visio, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, Business Process, PMP, Software Project..., User Acceptance Testing, Agile Methodologies, Vendor Management, Project Management, Systems Analysis, Data Warehousing, Business Process..., Business Intelligence, PMO, SQL
Education
Scrum Alliance 2015 — 2015
CSM Certification, Scrum Master Certification
Project Management Institute 2010 — 2011
PMP Certification, Project Management
University of Bridgeport 2004 — 2006
MBA, Finance
Christina Dolan's Fidelity Investments Experience July 2013 - March 2014
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments November 2011 - July 2013
Skills
Series 7, Series 66, Licensed Life Insurance...
Education
University of California, Davis 2006 — 2010
B.A., Economics and Communications
Morgan Stanley Wealth Management March 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments November 2011 - July 2013
Skills
Series 7, Series 66, Licensed Life Insurance...
Education
University of California, Davis 2006 — 2010
B.A., Economics and Communications
Glen Tsurumoto Glen Tsurumoto's Fidelity Investments Experience September 1995 - July 1998
Job Senior Technologist
Industry Information Technology and Services
Experience
CSU Sacramento January 2011 - July 2011
Independant Consultant August 2008 - December 2010
FutureNow, Inc December 2007 - July 2008
Savatar August 2000 - July 2007
ZEFER September 1998 - July 2000
Fidelity Investments September 1995 - July 1998
CSC Index March 1994 - September 1995
Skills
Enterprise Architecture, SEO, IT Strategy, SaaS, CRM, Management Consulting, Analytics
Education
University of California, Berkeley
BA, Computer Science
CSU Sacramento January 2011 - July 2011
Independant Consultant August 2008 - December 2010
FutureNow, Inc December 2007 - July 2008
Savatar August 2000 - July 2007
ZEFER September 1998 - July 2000
Fidelity Investments September 1995 - July 1998
CSC Index March 1994 - September 1995
Skills
Enterprise Architecture, SEO, IT Strategy, SaaS, CRM, Management Consulting, Analytics
Education
University of California, Berkeley
BA, Computer Science
Guy Pickering Guy Pickering's Fidelity Investments Experience October 2012 - Present
Job Director of Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments September 2009 - October 2012
Fidelity Investments July 2004 - September 2009
Fidelity Investments May 2002 - July 2004
Fidelity Investments May 1999 - May 2002
Fidelity Investments September 1996 - May 1999
Redifon MEL Ltd October 1993 - September 1996
Hughes Rediffusion Simulation September 1991 - October 1993
University of Birmingham September 1991 - October 1993
Hughes Rediffusion Simulation July 1988 - October 1993
Skills
People Management, Management, Web Development, Software Development, Software Engineering
Education
University of Birmingham 1987 — 1991
B. Eng (Hons) 1st Class, Electronic and Electrical Engineering
Hazelwick Comprehensive School 1980 — 1987
Fidelity Investments October 2012 - Present
Fidelity Investments September 2009 - October 2012
Fidelity Investments July 2004 - September 2009
Fidelity Investments May 2002 - July 2004
Fidelity Investments May 1999 - May 2002
Fidelity Investments September 1996 - May 1999
Redifon MEL Ltd October 1993 - September 1996
Hughes Rediffusion Simulation September 1991 - October 1993
University of Birmingham September 1991 - October 1993
Hughes Rediffusion Simulation July 1988 - October 1993
Skills
People Management, Management, Web Development, Software Development, Software Engineering
Education
University of Birmingham 1987 — 1991
B. Eng (Hons) 1st Class, Electronic and Electrical Engineering
Hazelwick Comprehensive School 1980 — 1987
Kristy McLean Kristy McLean's Fidelity Investments Experience July 2003 - 2005
Job Microbiologist at Commonwealth of Massachusetts
Industry Government Administration
Experience
Commonwealth of Massachusetts February 2008 - Present
Portsmouth Kayak Adventures August 2007 - November 2007
Columbia University 2006 - 2007
EnviroSystems Inc. 2005 - 2006
Fidelity Investments July 2003 - 2005
Skills
Biologists, Microbiology, Client Service Oriented, Primates, Water Quality, Small Boat Operations, Toxicology, Project Management, Environmental Science, Field Work, Report Writing, Science, Research, Scientific Writing, Environmental Policy, Environmental Awareness, Statistics, Laboratory, Ecology, Biotechnology, ArcGIS, Lifesciences, Marine Biology, Data Analysis, Data Collection, Biology, Data Management, Qualitative Research, Biodiversity, Fisheries, Technical Writing, Public Health, Environmental Education, GIS, Program Evaluation
Education
University of California, Davis
Biological Anthropology
Commonwealth of Massachusetts February 2008 - Present
Portsmouth Kayak Adventures August 2007 - November 2007
Columbia University 2006 - 2007
EnviroSystems Inc. 2005 - 2006
Fidelity Investments July 2003 - 2005
Skills
Biologists, Microbiology, Client Service Oriented, Primates, Water Quality, Small Boat Operations, Toxicology, Project Management, Environmental Science, Field Work, Report Writing, Science, Research, Scientific Writing, Environmental Policy, Environmental Awareness, Statistics, Laboratory, Ecology, Biotechnology, ArcGIS, Lifesciences, Marine Biology, Data Analysis, Data Collection, Biology, Data Management, Qualitative Research, Biodiversity, Fisheries, Technical Writing, Public Health, Environmental Education, GIS, Program Evaluation
Education
University of California, Davis
Biological Anthropology
Dyuti Chatterjee's Fidelity Investments Experience February 2004 - January 2006
Job Linux System Administrator at McGraw Hill Company, NY
Industry Financial Services
Experience
Mc-Graw Hill Finance May 2011 - Present
Middlesex County College February 2010 - April 2011
Fidelity Investments February 2004 - January 2006
Skills
Solaris, Unix, ITIL, Red Hat Linux, SDLC, HP-UX, Data Center, Unix Shell Scripting, IT Operations, Disaster Recovery, AIX, VMware ESX, VMware, Virtualization, SAN
Education
Master in Computer Application 2009 — 2010
Master of Computer Applications (M.C.A.), Computer Science
Christ Church Girls' High School
High School
St. Xavier's College, Kolkata, Middlex County College
Masters in Computer Science, Computer Science
University of Calcutta
B.Sc in Physics, Physics
Mc-Graw Hill Finance May 2011 - Present
Middlesex County College February 2010 - April 2011
Fidelity Investments February 2004 - January 2006
Skills
Solaris, Unix, ITIL, Red Hat Linux, SDLC, HP-UX, Data Center, Unix Shell Scripting, IT Operations, Disaster Recovery, AIX, VMware ESX, VMware, Virtualization, SAN
Education
Master in Computer Application 2009 — 2010
Master of Computer Applications (M.C.A.), Computer Science
Christ Church Girls' High School
High School
St. Xavier's College, Kolkata, Middlex County College
Masters in Computer Science, Computer Science
University of Calcutta
B.Sc in Physics, Physics
Christopher J. Sexton Christopher J. Sexton's Fidelity Investments Experience September 2014 - Present
Job Financial Representative
Industry Food & Beverages
Experience
Fidelity Investments September 2014 - Present
Veritude June 2013 - August 2014
Jimbo's ...Naturally February 2012 - February 2013
Whole Foods Market February 2011 - February 2012
Karl Ehmer's Pork Store June 1999 - January 2011
Skills
Language, Cooking, Direct Sales, Food Safety, Recipes, Food Service, Culinary Skills, Food, Food Industry, Customer Service, Meat, Menu Development, Seafood, Management, Seeing the Bigger..., Foreign Languages, Training, Friendly Personality, Highly Reliable, Highly Dedicated, Butchery, Financial Services, Leadership, Finance, Financial Analysis, Sales, Public Speaking, Microsoft Excel
Education
University of California, Irvine 1986 — 1987
University of San Diego High School 1982 — 1986
High School Diploma, General Studies, Graduated w/ a 3.67 GPA
University of San Diego High School 1982 — 1986
University of San Diego
Fidelity Investments September 2014 - Present
Veritude June 2013 - August 2014
Jimbo's ...Naturally February 2012 - February 2013
Whole Foods Market February 2011 - February 2012
Karl Ehmer's Pork Store June 1999 - January 2011
Skills
Language, Cooking, Direct Sales, Food Safety, Recipes, Food Service, Culinary Skills, Food, Food Industry, Customer Service, Meat, Menu Development, Seafood, Management, Seeing the Bigger..., Foreign Languages, Training, Friendly Personality, Highly Reliable, Highly Dedicated, Butchery, Financial Services, Leadership, Finance, Financial Analysis, Sales, Public Speaking, Microsoft Excel
Education
University of California, Irvine 1986 — 1987
University of San Diego High School 1982 — 1986
High School Diploma, General Studies, Graduated w/ a 3.67 GPA
University of San Diego High School 1982 — 1986
University of San Diego
Anup Ravindran Anup Ravindran's Fidelity Investments Experience October 2011 - Present
Job Mainframe programmer Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2011 - Present
Experis March 2010 - September 2011
Patni Computer Systems August 2005 - March 2010
Skills
DB2, VSAM, JCL, Mainframe, COBOL, IBM Mainframe, Xpediter, Fileaid, CICS, Testing, Endeavor, Visio, SQL, SDLC
Education
University of Calicut 2000 — 2004
Master's Degree, Computer Application, 76%
Govt Victoria College 1996 — 1999
BSc Chemistry, Chemistry
Jawahar Navodaya Vidhyala, Palakkad 1989 — 1996
plus 2, Science
Fidelity Investments October 2011 - Present
Experis March 2010 - September 2011
Patni Computer Systems August 2005 - March 2010
Skills
DB2, VSAM, JCL, Mainframe, COBOL, IBM Mainframe, Xpediter, Fileaid, CICS, Testing, Endeavor, Visio, SQL, SDLC
Education
University of Calicut 2000 — 2004
Master's Degree, Computer Application, 76%
Govt Victoria College 1996 — 1999
BSc Chemistry, Chemistry
Jawahar Navodaya Vidhyala, Palakkad 1989 — 1996
plus 2, Science
Colin Flaherty Colin Flaherty's Fidelity Investments Experience January 1994 - 1995
Job President at Flaherty Communications
Industry Public Relations and Communications
Experience
Flaherty Communications January 1995 - Present
San Diego Magazine 2000 - 2001
Fidelity Investments January 1994 - 1995
United Press International January 1991 - January 1992
San Diego Business Journal January 1989 - January 1991
Chairman. US Commission on Civil Rights. January 1985 - January 1986
City of San Diego January 1982 - January 1985
State of Delaware January 1976 - 1976
Skills
Google Analytics, Google AdWords, On-line marketing, Public Relations, Social Media Marketing, Social Media, Media Relations, Strategic Communications, SEO, Marketing Strategy, Marketing Communications, Email Marketing, Online Advertising, Blogging, Copywriting, Marketing, Web Analytics, Facebook, Journalism, Politics, Strategy, Television, Fundraising, Web Marketing, Strategic Planning, Publishing, Leadership, Press Releases
Education
Google 2010 — 2010
Individual Certification, Google Adwords: Display Ads, Search and Reporting and Analytics
University of San Francisco 2010 — 2010
Master Certificate, On-Line Marketing
University of California, San Diego 1981 — 1985
management science
University of Delaware 1973 — 1974
Salesianum School 1969 — 1973
Flaherty Communications January 1995 - Present
San Diego Magazine 2000 - 2001
Fidelity Investments January 1994 - 1995
United Press International January 1991 - January 1992
San Diego Business Journal January 1989 - January 1991
Chairman. US Commission on Civil Rights. January 1985 - January 1986
City of San Diego January 1982 - January 1985
State of Delaware January 1976 - 1976
Skills
Google Analytics, Google AdWords, On-line marketing, Public Relations, Social Media Marketing, Social Media, Media Relations, Strategic Communications, SEO, Marketing Strategy, Marketing Communications, Email Marketing, Online Advertising, Blogging, Copywriting, Marketing, Web Analytics, Facebook, Journalism, Politics, Strategy, Television, Fundraising, Web Marketing, Strategic Planning, Publishing, Leadership, Press Releases
Education
Google 2010 — 2010
Individual Certification, Google Adwords: Display Ads, Search and Reporting and Analytics
University of San Francisco 2010 — 2010
Master Certificate, On-Line Marketing
University of California, San Diego 1981 — 1985
management science
University of Delaware 1973 — 1974
Salesianum School 1969 — 1973
Roma Chattopadhyay Roma Chattopadhyay's Fidelity Investments Experience October 2010 - January 2014
Job Lead Automation QA Engineer at SilkRoad
Industry Information Technology and Services
Experience
SilkRoad March 2014 - Present
Fidelity Investments October 2010 - January 2014
Veritude - Fidelity Investments May 2006 - January 2014
Client: Fidelity Investments (Merrimack, NH, USA) July 2009 - June 2010
Client: Fidelity Investments (Merrimack, NH, USA) May 2007 - February 2009
Client: Fidelity Investments (Marlboro, MA, USA) May 2006 - December 2006
Monster Worldwide March 2006 - April 2006
Lightbridge March 2003 - January 2006
Softcon Inc March 1996 - December 2002
The Boston Group Software Consultants(TBG) April 1993 - January 1996
Skills
Software Quality..., SDLC, PLC, Quality Assurance, Agile Methodologies, Testing, Integration, Test Planning, Scrum, Unix, Process Improvement, Databases, Web Applications, Oracle, Software Engineering, Manual Testing, Test Cases, .NET, Software Project..., Requirements Analysis, Waterfall, User Acceptance Testing, Quality Center, DB2, Business Requirements, Test Automation, Java Enterprise Edition, Test Strategy
Education
University of Calcutta
Bachelor, Commerce and Economics
WBHS - 'Bijoy Krishna Girls' College
HS, General
SilkRoad March 2014 - Present
Fidelity Investments October 2010 - January 2014
Veritude - Fidelity Investments May 2006 - January 2014
Client: Fidelity Investments (Merrimack, NH, USA) July 2009 - June 2010
Client: Fidelity Investments (Merrimack, NH, USA) May 2007 - February 2009
Client: Fidelity Investments (Marlboro, MA, USA) May 2006 - December 2006
Monster Worldwide March 2006 - April 2006
Lightbridge March 2003 - January 2006
Softcon Inc March 1996 - December 2002
The Boston Group Software Consultants(TBG) April 1993 - January 1996
Skills
Software Quality..., SDLC, PLC, Quality Assurance, Agile Methodologies, Testing, Integration, Test Planning, Scrum, Unix, Process Improvement, Databases, Web Applications, Oracle, Software Engineering, Manual Testing, Test Cases, .NET, Software Project..., Requirements Analysis, Waterfall, User Acceptance Testing, Quality Center, DB2, Business Requirements, Test Automation, Java Enterprise Edition, Test Strategy
Education
University of Calcutta
Bachelor, Commerce and Economics
WBHS - 'Bijoy Krishna Girls' College
HS, General
Keshav Thvar's Fidelity Investments Experience May 2015 - August 2015
Job EECS Undergraduate at UC Berkeley
Industry Computer Software
Experience
Fidelity Investments May 2015 - August 2015
Mountain View High School November 2012 - June 2014
Boston University School of Medicine June 2013 - August 2013
Renovel Discoveries Laboratory June 2012 - October 2012
Centro Educativo Bilingue Ixmukane June 2012 - June 2012
Katra Phytochem India Pvt Ltd June 2011 - July 2011
Skills
Teamwork, Physics, Python, Research, Java, Computer Science, C++, Calculus, Enzyme Assays, Scheme, Data Analysis, Electronic..., Public Speaking, Statistics, SQL, Matlab, Hadoop, Electrical Engineering
Education
University of California, Berkeley 2014 — 2017
Bachelor of Science (B.S.), Electrical Engineering and Computer Sciences
Mountain View High School 2011 — 2014
High School, High School Diploma
Fidelity Investments May 2015 - August 2015
Mountain View High School November 2012 - June 2014
Boston University School of Medicine June 2013 - August 2013
Renovel Discoveries Laboratory June 2012 - October 2012
Centro Educativo Bilingue Ixmukane June 2012 - June 2012
Katra Phytochem India Pvt Ltd June 2011 - July 2011
Skills
Teamwork, Physics, Python, Research, Java, Computer Science, C++, Calculus, Enzyme Assays, Scheme, Data Analysis, Electronic..., Public Speaking, Statistics, SQL, Matlab, Hadoop, Electrical Engineering
Education
University of California, Berkeley 2014 — 2017
Bachelor of Science (B.S.), Electrical Engineering and Computer Sciences
Mountain View High School 2011 — 2014
High School, High School Diploma
Arjun Chakraborty Arjun Chakraborty's Fidelity Investments Experience February 2010 - Present
Job Architect at Sapient Global Market
Industry Information Technology and Services
Experience
Sapient Global Markets March 2011 - Present
Fidelity Investments February 2010 - Present
Sapient June 2008 - March 2011
Bain Capital August 2008 - June 2009
Infosys March 2006 - June 2008
Pitney Bowes 2005 - 2008
Infosys January 2004 - March 2006
Skills
Agile Methodologies, SOA, Java Enterprise Edition, Software Project..., Enterprise Architecture, SDLC, Web Services, XML, Requirements Analysis, WCF, Solution Architecture, Requirements Gathering
Education
University of Burdwan 1999 — 2003
B.E, Computer Science And Engineering
Sapient Global Markets March 2011 - Present
Fidelity Investments February 2010 - Present
Sapient June 2008 - March 2011
Bain Capital August 2008 - June 2009
Infosys March 2006 - June 2008
Pitney Bowes 2005 - 2008
Infosys January 2004 - March 2006
Skills
Agile Methodologies, SOA, Java Enterprise Edition, Software Project..., Enterprise Architecture, SDLC, Web Services, XML, Requirements Analysis, WCF, Solution Architecture, Requirements Gathering
Education
University of Burdwan 1999 — 2003
B.E, Computer Science And Engineering
Biju CK Biju CK's Fidelity Investments Experience June 2006 - Present
Job Senior Project Manager
Industry Information Technology and Services
Experience
Fidelity Investments June 2006 - Present
Dhithi Infotech (P) Ltd November 2004 - June 2006
VB Design Automation Pvt Ltd May 2003 - November 2004
Skills
Software Quality..., SDLC, Quality Center, QTP, Agile Methodologies, Testing, Test Management, Test Planning, Software Project..., Test Automation, Waterfall, Test Strategy, Scrum, Web Services, SQL, Microsoft SQL Server, Agile Testing, Resource Management, Agile Project Management, Requirements Analysis, User Acceptance Testing
Education
Visvesvaraya Technological University 1999 — 2002
MCA
University of Mysore 1996 — 1999
B.Sc Computer Science, Computer Science
University of Calicut 1994 — 1996
PDC, Physics, Maths
THS Neruvambram, Kerala 1991 — 1994
HSc, Hsc
Fidelity Investments June 2006 - Present
Dhithi Infotech (P) Ltd November 2004 - June 2006
VB Design Automation Pvt Ltd May 2003 - November 2004
Skills
Software Quality..., SDLC, Quality Center, QTP, Agile Methodologies, Testing, Test Management, Test Planning, Software Project..., Test Automation, Waterfall, Test Strategy, Scrum, Web Services, SQL, Microsoft SQL Server, Agile Testing, Resource Management, Agile Project Management, Requirements Analysis, User Acceptance Testing
Education
Visvesvaraya Technological University 1999 — 2002
MCA
University of Mysore 1996 — 1999
B.Sc Computer Science, Computer Science
University of Calicut 1994 — 1996
PDC, Physics, Maths
THS Neruvambram, Kerala 1991 — 1994
HSc, Hsc
Dawn McDermott Dawn McDermott's Fidelity Investments Experience March 2000 - July 2000
Job Marketing Officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2004 - Present
Bank of America September 2000 - May 2003
Fidelity Investments March 2000 - July 2000
Funds Distributor, Inc. September 1996 - January 2000
Mellon Financial/The Boston Company 1993 - 1996
Blue Cross Blue Shield 1991 - 1993
John Hancock Financial Services 1989 - 1991
Skills
Marketing Communications, Marketing, Financial Services, Marketing Strategy, Brand Management, Advertising, Management, Strategic Planning, Social Media Marketing, Creative Strategy, Retirement, Relationship Management, Strategy, Business Strategy, Investments, Business Development, Mutual Funds, Direct Mail, Integrated Marketing, Market Research, Salesforce.com, Event Management, New Business Development, Account Management, Strategic Partnerships, Digital Marketing, Online Marketing, Vendor Management, Direct Marketing, Brand Development, Portfolio Management, Email Marketing, Strategic Financial..., Competitive Analysis, CRM, Insurance, Leadership, Advanced Sales, Benefits Communication, Corporate Communications, Product Marketing, Budgets, Project Management, Social Media, Health Care Reform, Cadillac Tax
Education
University of Bridgeport 1974 — 1978
Bachelor of Arts, Magna Cum Laude, Art and Journalism
Sun Life Financial May 2004 - Present
Bank of America September 2000 - May 2003
Fidelity Investments March 2000 - July 2000
Funds Distributor, Inc. September 1996 - January 2000
Mellon Financial/The Boston Company 1993 - 1996
Blue Cross Blue Shield 1991 - 1993
John Hancock Financial Services 1989 - 1991
Skills
Marketing Communications, Marketing, Financial Services, Marketing Strategy, Brand Management, Advertising, Management, Strategic Planning, Social Media Marketing, Creative Strategy, Retirement, Relationship Management, Strategy, Business Strategy, Investments, Business Development, Mutual Funds, Direct Mail, Integrated Marketing, Market Research, Salesforce.com, Event Management, New Business Development, Account Management, Strategic Partnerships, Digital Marketing, Online Marketing, Vendor Management, Direct Marketing, Brand Development, Portfolio Management, Email Marketing, Strategic Financial..., Competitive Analysis, CRM, Insurance, Leadership, Advanced Sales, Benefits Communication, Corporate Communications, Product Marketing, Budgets, Project Management, Social Media, Health Care Reform, Cadillac Tax
Education
University of Bridgeport 1974 — 1978
Bachelor of Arts, Magna Cum Laude, Art and Journalism
Zhenya Kovalenko's Fidelity Investments Experience July 2009 - August 2009
Job Lead Front End UI/UX Engineer
Industry Internet
Experience
Rovi Corporation November 2014 - August 2015
Rakuten Loyalty 2012 - November 2014
Scholastic 2012 - 2012
Nexage 2011 - 2011
Harvard Business School December 2009 - January 2010
ZNetVision August 2009 - 2010
Fidelity Investments July 2009 - August 2009
Brightcove March 2008 - December 2008
Fidelity Investments January 2007 - March 2008
Z Studio December 2001 - December 2006
Skills
Flex, Flash, JavaScript, CSS, XML, AJAX, ActionScript, HTML, Eclipse, OOP, User Interface, Oracle, Photoshop, HTML 5, User Interface Design, Web Development, jQuery, CSS3, Visio, Cairngorm, HTML5, Web Applications
Education
University of California, Davis 1990 — 1995
Rovi Corporation November 2014 - August 2015
Rakuten Loyalty 2012 - November 2014
Scholastic 2012 - 2012
Nexage 2011 - 2011
Harvard Business School December 2009 - January 2010
ZNetVision August 2009 - 2010
Fidelity Investments July 2009 - August 2009
Brightcove March 2008 - December 2008
Fidelity Investments January 2007 - March 2008
Z Studio December 2001 - December 2006
Skills
Flex, Flash, JavaScript, CSS, XML, AJAX, ActionScript, HTML, Eclipse, OOP, User Interface, Oracle, Photoshop, HTML 5, User Interface Design, Web Development, jQuery, CSS3, Visio, Cairngorm, HTML5, Web Applications
Education
University of California, Davis 1990 — 1995
Jerry Steinagel Jerry Steinagel's Fidelity Investments Experience September 2012 - Present
Job Senior I.T. Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments December 2010 - September 2012
Fidelity Investments February 2003 - December 2010
Fidelity Investments August 1999 - January 2003
Fidelity Investments August 1996 - August 1999
Albertsons September 1994 - August 1996
Skills
SharePoint, SDLC, .NET, Technical Writing, Databases, Microsoft SQL Server, Websphere, Sametime, Distributed Systems, System Architecture, Architecture, IT Management, IIS, Collaboration Tools, LDAP, Firewalls, Enterprise Architecture, System Deployment, Windows Server, ITIL, Agile Methodologies, Enterprise Software, Lync, Office Communications..., Unified Messaging, SIP, XMPP, Atlassian JIRA, Confluence, SSL, F5 BigIP, Skype for Business
Education
University of California, Los Angeles 2015 — 2016
Graduate Certificate, Information Technology Management
University of Maryland University College 2003 — 2007
BS, Computer and Information Systems
Westminster College 1999 — 2003
Psychology
University of Utah 1994 — 1996
Business/Commerce, General
Fidelity Investments September 2012 - Present
Fidelity Investments December 2010 - September 2012
Fidelity Investments February 2003 - December 2010
Fidelity Investments August 1999 - January 2003
Fidelity Investments August 1996 - August 1999
Albertsons September 1994 - August 1996
Skills
SharePoint, SDLC, .NET, Technical Writing, Databases, Microsoft SQL Server, Websphere, Sametime, Distributed Systems, System Architecture, Architecture, IT Management, IIS, Collaboration Tools, LDAP, Firewalls, Enterprise Architecture, System Deployment, Windows Server, ITIL, Agile Methodologies, Enterprise Software, Lync, Office Communications..., Unified Messaging, SIP, XMPP, Atlassian JIRA, Confluence, SSL, F5 BigIP, Skype for Business
Education
University of California, Los Angeles 2015 — 2016
Graduate Certificate, Information Technology Management
University of Maryland University College 2003 — 2007
BS, Computer and Information Systems
Westminster College 1999 — 2003
Psychology
University of Utah 1994 — 1996
Business/Commerce, General
Prasenjit Baisya Prasenjit Baisya's Fidelity Investments Experience December 2003 - February 2004
Job Project Manager at FAST Technology
Industry Computer Software
Experience
FAST Technology September 2015 - Present
Vitech Systems Group January 2008 - September 2015
Cybrid Inc February 2003 - January 2008
Bristol-Myers Squibb 2006 - 2007
Merck 2003 - 2005
Fidelity Investments December 2003 - February 2004
Worldco, LLC 2001 - 2003
BDO Seidman March 2000 - February 2001
TCG Software Services 1995 - 2000
Fujitsu ICIM January 1995 - December 1995
Skills
Testing, Integration, SDLC, Oracle, PL/SQL, Software Development, Databases, Data Warehousing, Software Project..., Agile Methodologies, Programming, Unix, SQL, ETL, SOA, XML, Spring, CRM, Solution Architecture, Java Enterprise Edition, Data Modeling, Enterprise Architecture, Performance Tuning, Weblogic, Web Services, Requirements Analysis
Education
University of Calcutta 1991 — 1993
Master of Business Administration (M.B.A.), Operations Research and Systems Analysis, First Class Second
Insitution of Engineers(India) 1986 — 1990
Bachelor's Degree, Electronics and Telecommunication, First Class
Assembly of God Church
Assembly of God Church
FAST Technology September 2015 - Present
Vitech Systems Group January 2008 - September 2015
Cybrid Inc February 2003 - January 2008
Bristol-Myers Squibb 2006 - 2007
Merck 2003 - 2005
Fidelity Investments December 2003 - February 2004
Worldco, LLC 2001 - 2003
BDO Seidman March 2000 - February 2001
TCG Software Services 1995 - 2000
Fujitsu ICIM January 1995 - December 1995
Skills
Testing, Integration, SDLC, Oracle, PL/SQL, Software Development, Databases, Data Warehousing, Software Project..., Agile Methodologies, Programming, Unix, SQL, ETL, SOA, XML, Spring, CRM, Solution Architecture, Java Enterprise Edition, Data Modeling, Enterprise Architecture, Performance Tuning, Weblogic, Web Services, Requirements Analysis
Education
University of Calcutta 1991 — 1993
Master of Business Administration (M.B.A.), Operations Research and Systems Analysis, First Class Second
Insitution of Engineers(India) 1986 — 1990
Bachelor's Degree, Electronics and Telecommunication, First Class
Assembly of God Church
Assembly of God Church
Hieu Nguyen's Fidelity Investments Experience June 2013 - August 2014
Job Strategic Pricing Intern at Genentech
Industry Management Consulting
Experience
Genentech February 2015 - Present
Fidelity Investments June 2013 - August 2014
Fidelity Investments September 2011 - June 2013
Fidelity Investments August 2009 - September 2011
Skills
Financial Modeling, Management Consulting, Financial Analysis, Data Analysis, Market Research, Investments, Finance, Budgets, Marketing, Corporate Finance, Valuation, Business Analysis, Analytics, Analysis, Strategy, CRM
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA), MBA
University of Massachusetts, Amherst 2005 — 2009
BA, Psychology & Economics
Genentech February 2015 - Present
Fidelity Investments June 2013 - August 2014
Fidelity Investments September 2011 - June 2013
Fidelity Investments August 2009 - September 2011
Skills
Financial Modeling, Management Consulting, Financial Analysis, Data Analysis, Market Research, Investments, Finance, Budgets, Marketing, Corporate Finance, Valuation, Business Analysis, Analytics, Analysis, Strategy, CRM
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA), MBA
University of Massachusetts, Amherst 2005 — 2009
BA, Psychology & Economics
Doug Chase Doug Chase's Fidelity Investments Experience 1992 - 2002
Job Manager at Ascendancy Capital Management LLC
Industry Investment Management
Experience
Ascendancy Capital Management LLC 2007 - Present
Ross (Michigan) School of Business March 2007 - Present
Various For-Profit Companies 2005 - 2007
American Express Asset Management February 2002 - December 2004
Fidelity Investments 1992 - 2002
Stanford Resources 1988 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
University of California, Berkeley 1983 — 1987
BA, Economics
Ascendancy Capital Management LLC 2007 - Present
Ross (Michigan) School of Business March 2007 - Present
Various For-Profit Companies 2005 - 2007
American Express Asset Management February 2002 - December 2004
Fidelity Investments 1992 - 2002
Stanford Resources 1988 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
University of California, Berkeley 1983 — 1987
BA, Economics
Andrew Abas, CFP® Andrew Abas, CFP®'s Fidelity Investments Experience December 2012 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Citi November 2004 - November 2012
Education
University of California, Los Angeles 2008 — 2008
Personal Financial Planning (PFP) Designation
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (BA), Business Economics
University of California, San Diego 2000 — 2002
Management Science
Fidelity Investments December 2012 - Present
Citi November 2004 - November 2012
Education
University of California, Los Angeles 2008 — 2008
Personal Financial Planning (PFP) Designation
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (BA), Business Economics
University of California, San Diego 2000 — 2002
Management Science
Barney Parks Barney Parks's Fidelity Investments Experience June 2012 - Present
Job Loan Partner at Mid America Mortgage, Inc Corporate Offices
Industry Financial Services
Experience
Mid America Mortgage, Inc - Corporate Offices June 2015 - Present
Fidelity Investments June 2012 - Present
Fidelity Investments August 2011 - June 2012
Fidelity Investments November 2007 - August 2011
Skills
Series 63, Series 6, Series 7, Series 26, Series 65
Education
University of California, Irvine 2002 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Mid America Mortgage, Inc - Corporate Offices June 2015 - Present
Fidelity Investments June 2012 - Present
Fidelity Investments August 2011 - June 2012
Fidelity Investments November 2007 - August 2011
Skills
Series 63, Series 6, Series 7, Series 26, Series 65
Education
University of California, Irvine 2002 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Bradley P Sjosten's Fidelity Investments Experience September 2004 - February 2006
Job Territory Account Manager New England at Medtronic
Industry Medical Devices
Experience
Medtronic May 2015 - Present
Medtronic Covidien August 2014 - May 2015
Pineapple Studios October 2008 - July 2014
Bank Of America February 2006 - August 2008
Fidelity Investments September 2004 - February 2006
Skills
Business Development, Management, Relationship Management, Sales Management, Sales, Leadership, New Business Development, Marketing, Medical Devices, Sales Operations, Infection Control, Cold Calling, Sales Process, Business Planning, Account Management, Salesforce.com, Business Strategy, Coaching, B2B, Leadership Development, Strategy Development, Oncology, Coaching Staff, Strategy, Management Consulting, Sales Presentations, Long-term Care, Market Development, Business Management, Credit, Mortgage Lending, Credit Analysis, Loans, Financial Services, Start-ups, Business Process..., Performance Improvement, Corporate Advisory, Business Advisory, Strategic Consulting, Process Development, Training & Development, Small Business Marketing, Market Planning, Customer Acquisition, Selling, Solution Selling, Selling Skills, Cross Selling, Capital Equipment
Education
University of Rhode Island 2000 — 2004
BS - Business Management, Marketing, Business Law, Finance, & Economics
University of California, Los Angeles 2002 — 2002
Bachelor's Degree, Business Management & Marketing
Medtronic May 2015 - Present
Medtronic Covidien August 2014 - May 2015
Pineapple Studios October 2008 - July 2014
Bank Of America February 2006 - August 2008
Fidelity Investments September 2004 - February 2006
Skills
Business Development, Management, Relationship Management, Sales Management, Sales, Leadership, New Business Development, Marketing, Medical Devices, Sales Operations, Infection Control, Cold Calling, Sales Process, Business Planning, Account Management, Salesforce.com, Business Strategy, Coaching, B2B, Leadership Development, Strategy Development, Oncology, Coaching Staff, Strategy, Management Consulting, Sales Presentations, Long-term Care, Market Development, Business Management, Credit, Mortgage Lending, Credit Analysis, Loans, Financial Services, Start-ups, Business Process..., Performance Improvement, Corporate Advisory, Business Advisory, Strategic Consulting, Process Development, Training & Development, Small Business Marketing, Market Planning, Customer Acquisition, Selling, Solution Selling, Selling Skills, Cross Selling, Capital Equipment
Education
University of Rhode Island 2000 — 2004
BS - Business Management, Marketing, Business Law, Finance, & Economics
University of California, Los Angeles 2002 — 2002
Bachelor's Degree, Business Management & Marketing
Nicole Au-Yeung Nicole Au-Yeung's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Morgan Stanley October 2014 - May 2015
Minority Business Development Agency - U.S. Department of Commerce July 2014 - September 2014
International Trade Administration January 2014 - March 2014
UC Davis Economics March 2013 - August 2013
Skills
Public Speaking, Politics, Proposal Writing, News Writing, Legal Writing, Public Finance, International Trade, Business Writing, Financial Economics, Econometrics, Research, Economics, International Relations, Political Science, Start-ups, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
University of California, Davis 2011 — 2015
Bachelor of Arts, Economics and Political Science
Fred C. Beyer High School 2007 — 2011
Fidelity Investments May 2015 - Present
Morgan Stanley October 2014 - May 2015
Minority Business Development Agency - U.S. Department of Commerce July 2014 - September 2014
International Trade Administration January 2014 - March 2014
UC Davis Economics March 2013 - August 2013
Skills
Public Speaking, Politics, Proposal Writing, News Writing, Legal Writing, Public Finance, International Trade, Business Writing, Financial Economics, Econometrics, Research, Economics, International Relations, Political Science, Start-ups, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
University of California, Davis 2011 — 2015
Bachelor of Arts, Economics and Political Science
Fred C. Beyer High School 2007 — 2011
Doug Juday Doug Juday's Fidelity Investments Experience June 2000 - Present
Job Regional Vice President, Executive Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2000 - Present
Education
University of California, Berkeley 1996 — 2000
Fidelity Investments June 2000 - Present
Education
University of California, Berkeley 1996 — 2000
Kyle Epps Kyle Epps's Fidelity Investments Experience 2011 - 2013
Job Professional with extensive financial services experience
Industry Financial Services
Experience
Fidelity Investments 2011 - 2013
Arvato Digital Services July 2011 - October 2011
OC Human Relations December 2010 - March 2011
Campus Entertainment, LLC March 2010 - October 2010
American Campus Communities September 2008 - June 2009
UC Irvine October 2007 - June 2009
Skills
Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Social Media, Event Planning, Research, Marketing, Sales, Public Speaking, Social Networking, Event Management, Spanish, Leadership, Management, Community Outreach, Facebook
Education
University of California, Irvine 2007 — 2011
B.A. International Studies, Political Science, Spanish, Conflict Resolution
Fidelity Investments 2011 - 2013
Arvato Digital Services July 2011 - October 2011
OC Human Relations December 2010 - March 2011
Campus Entertainment, LLC March 2010 - October 2010
American Campus Communities September 2008 - June 2009
UC Irvine October 2007 - June 2009
Skills
Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Social Media, Event Planning, Research, Marketing, Sales, Public Speaking, Social Networking, Event Management, Spanish, Leadership, Management, Community Outreach, Facebook
Education
University of California, Irvine 2007 — 2011
B.A. International Studies, Political Science, Spanish, Conflict Resolution
Alex Dalcu Alex Dalcu's Fidelity Investments Experience January 2004 - November 2006
Job Owner at AMA MOTORS
Industry Financial Services
Experience
AMA MOTORS January 2009 - Present
Ally Financial Inc. February 2010 - December 2013
Ally February 2006 - February 2010
Fidelity Investments January 2004 - November 2006
Education
University of Bucharest 1999 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services
AMA MOTORS January 2009 - Present
Ally Financial Inc. February 2010 - December 2013
Ally February 2006 - February 2010
Fidelity Investments January 2004 - November 2006
Education
University of Bucharest 1999 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Dennis Gee's Fidelity Investments Experience March 1991 - May 1997
Job Compliance and Operations Manager at Silicon Valley Capital Management
Industry Investment Management
Experience
Silicon Valley Capital Management February 2012 - Present
Albert Heeg Investment Management August 2005 - August 2009
Integrated Capital Markets February 2001 - March 2005
Morgan Stanley Dean Witter February 1999 - February 2001
Van Buren Securities December 1997 - February 1999
Fidelity Investments March 1991 - May 1997
Skills
Portfolio Management, Wealth Management, Project Management, Middle Office, Security, Settlement, Corporate Actions, Fund Administration, Back Office, Fixed Income, FINRA, Fund Accounting, Bonds, DTC, Options, Bloomberg Terminal, Securities, Equities
Education
University of California, Davis
Bachelor of Arts, Economics
Silicon Valley Capital Management February 2012 - Present
Albert Heeg Investment Management August 2005 - August 2009
Integrated Capital Markets February 2001 - March 2005
Morgan Stanley Dean Witter February 1999 - February 2001
Van Buren Securities December 1997 - February 1999
Fidelity Investments March 1991 - May 1997
Skills
Portfolio Management, Wealth Management, Project Management, Middle Office, Security, Settlement, Corporate Actions, Fund Administration, Back Office, Fixed Income, FINRA, Fund Accounting, Bonds, DTC, Options, Bloomberg Terminal, Securities, Equities
Education
University of California, Davis
Bachelor of Arts, Economics
Jeff Westsmith, CFA's Fidelity Investments Experience July 2005 - May 2006
Job Managing Director and Portfolio Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2013 - Present
Luminous Capital May 2008 - March 2014
Merrill Lynch May 2006 - May 2008
Fidelity Investments July 2005 - May 2006
Education
University of California, Los Angeles
BA, Economics, Sociology
First Republic Bank January 2013 - Present
Luminous Capital May 2008 - March 2014
Merrill Lynch May 2006 - May 2008
Fidelity Investments July 2005 - May 2006
Education
University of California, Los Angeles
BA, Economics, Sociology
Nina Harvey Schatmeier Nina Harvey Schatmeier's Fidelity Investments Experience January 2001 - August 2005
Job Senior Planner at Arup, WTS Mentoring CoChair
Industry Architecture & Planning
Experience
Arup August 2008 - Present
Women's Transportation Seminar October 2011 - Present
San Francisco Municipal Transportation Agency May 2008 - August 2008
California Center for Innovative Transportation (CCIT) July 2007 - August 2008
University of Michigan April 2007 - July 2007
NYC Department of Transportation June 2006 - August 2006
Washtenaw County Planning Services October 2005 - April 2006
Fidelity Investments January 2001 - August 2005
Skills
Adobe Creative Suite, ArcGIS, Transportation Planning, Transportation..., VISSIM, AutoCAD, HTML, Information Architecture, GIS, Civil Engineering, Urban Planning
Education
University of California, Berkeley 2007 — 2008
M.S
University of Michigan 2005 — 2007
M.U.P
University of Virginia 1997 — 2001
B.A
Arup August 2008 - Present
Women's Transportation Seminar October 2011 - Present
San Francisco Municipal Transportation Agency May 2008 - August 2008
California Center for Innovative Transportation (CCIT) July 2007 - August 2008
University of Michigan April 2007 - July 2007
NYC Department of Transportation June 2006 - August 2006
Washtenaw County Planning Services October 2005 - April 2006
Fidelity Investments January 2001 - August 2005
Skills
Adobe Creative Suite, ArcGIS, Transportation Planning, Transportation..., VISSIM, AutoCAD, HTML, Information Architecture, GIS, Civil Engineering, Urban Planning
Education
University of California, Berkeley 2007 — 2008
M.S
University of Michigan 2005 — 2007
M.U.P
University of Virginia 1997 — 2001
B.A
Alex Snape Alex Snape's Fidelity Investments Experience January 2006 - January 2007
Job Owner and Head of Craft Cider Development at Far From The Tree LLC
Industry Wine and Spirits
Experience
Far From The Tree LLC 2013 - Present
Hure Freres September 2012 - October 2012
Chateau De Sours June 2012 - August 2012
Orea June 2011 - August 2011
Veolia Environmental Services 2006 - 2010
GE Aviation January 2008 - January 2009
Whitehead Institute January 2007 - 2008
Fidelity Investments January 2006 - January 2007
Kickin Al's Entertainment January 2002 - January 2006
May Institute January 2004 - January 2005
Skills
Beer, Wine
Education
University of Brighton 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Viticulture and Enology
Westfield State University 2001 — 2006
Bachelor of Arts (B.A.), Psychology
Far From The Tree LLC 2013 - Present
Hure Freres September 2012 - October 2012
Chateau De Sours June 2012 - August 2012
Orea June 2011 - August 2011
Veolia Environmental Services 2006 - 2010
GE Aviation January 2008 - January 2009
Whitehead Institute January 2007 - 2008
Fidelity Investments January 2006 - January 2007
Kickin Al's Entertainment January 2002 - January 2006
May Institute January 2004 - January 2005
Skills
Beer, Wine
Education
University of Brighton 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Viticulture and Enology
Westfield State University 2001 — 2006
Bachelor of Arts (B.A.), Psychology
Jeffrey Pih, CFP®'s Fidelity Investments Experience September 2010 - August 2011
Job Managing Principal at Pih Investments
Industry Financial Services
Experience
Pih Investments, LLC December 2012 - Present
BioSys Laboratories, Inc. March 2014 - Present
BioSys Laboratories, Inc. August 2010 - March 2014
Fidelity Investments September 2010 - August 2011
Skills
Strategic Financial..., Investments, Finance, Account Management, Personal Finance, Accounting, Medical Devices, Asset Management, Sales, Wealth Management, Insurance, Estate Planning, Investment Management, Certified Financial..., QuickBooks, ETFs, Series 7, Financial Planning
Education
University of California, Los Angeles 2011 — 2012
Financial Planning
University of California, San Diego 2006 — 2010
BA, Economics
Pih Investments, LLC December 2012 - Present
BioSys Laboratories, Inc. March 2014 - Present
BioSys Laboratories, Inc. August 2010 - March 2014
Fidelity Investments September 2010 - August 2011
Skills
Strategic Financial..., Investments, Finance, Account Management, Personal Finance, Accounting, Medical Devices, Asset Management, Sales, Wealth Management, Insurance, Estate Planning, Investment Management, Certified Financial..., QuickBooks, ETFs, Series 7, Financial Planning
Education
University of California, Los Angeles 2011 — 2012
Financial Planning
University of California, San Diego 2006 — 2010
BA, Economics
Liane Judd Liane Judd's Fidelity Investments Experience 1989 - 1992
Job Owner, Packard Judd Kaye
Industry Marketing and Advertising
Experience
Packard Judd Kaye 2001 - Present
University of Kansas, Department of Design 1992 - 1997
The University of Kansas 1992 - 1997
Fidelity Investments 1989 - 1992
Skills
Strategic Planning, Social Media, Strategy, Marketing Strategy, Advertising, Public Relations, Research, Nonprofits, Media Relations, Marketing Communications
Education
University of California, Berkeley 1973 — 1976
Packard Judd Kaye 2001 - Present
University of Kansas, Department of Design 1992 - 1997
The University of Kansas 1992 - 1997
Fidelity Investments 1989 - 1992
Skills
Strategic Planning, Social Media, Strategy, Marketing Strategy, Advertising, Public Relations, Research, Nonprofits, Media Relations, Marketing Communications
Education
University of California, Berkeley 1973 — 1976
Evan Weisenfeld Evan Weisenfeld's Fidelity Investments Experience September 2000 - October 2001
Job Vice President, Strategic Partnerships at CollegeWeekLive
Industry Marketing and Advertising
Experience
CollegeWeekLive February 2014 - Present
Loyalty Marketers May 2007 - Present
Exchange Solutions June 2013 - February 2014
Cheapflights Media July 2010 - June 2012
Upromise, Inc. July 2007 - June 2010
uTANGO September 2006 - May 2007
Upromise April 2003 - September 2006
The Pohly Company April 2002 - April 2003
Fidelity Investments September 2000 - October 2001
Zentropy Partners October 1997 - September 2000
Skills
Advertising Sales, Loyalty Marketing, New Business Development, Advertising, Online Marketing, Marketing Management, Social Media Marketing, Marketing Strategy, Contract Negotiation, Strategic Partnerships, Sales & Marketing..., Superior Client Service, Affiliate Marketing, Online Lead Generation, E-commerce Consulting, Non-profits, Internet Strategy, Online Advertising, Lead Generation, Leadership, Nonprofits, Strategy, Business Development, Market Research, Integrated Marketing, Customer Engagement, Customer Monetization, Loyalty Technology..., Customer Analytics, Corporate Gift Cards, Loyalty Strategy, Building Customer..., Customer Loyalty..., Value Exchange, Value Exchange..., Customer Insight, Marketing Communications, PPC, Account Management, Marketing, Management, Multi-channel Marketing, Analytics, B2B Marketing, Start-ups, Web Analytics, Digital Strategy, Marketing Research, E-commerce, CRM
Education
University of California, San Diego 1985 — 1990
BA
Beverly Hills High School 1984 — 1985
La Jolla High School 1982 — 1984
CollegeWeekLive February 2014 - Present
Loyalty Marketers May 2007 - Present
Exchange Solutions June 2013 - February 2014
Cheapflights Media July 2010 - June 2012
Upromise, Inc. July 2007 - June 2010
uTANGO September 2006 - May 2007
Upromise April 2003 - September 2006
The Pohly Company April 2002 - April 2003
Fidelity Investments September 2000 - October 2001
Zentropy Partners October 1997 - September 2000
Skills
Advertising Sales, Loyalty Marketing, New Business Development, Advertising, Online Marketing, Marketing Management, Social Media Marketing, Marketing Strategy, Contract Negotiation, Strategic Partnerships, Sales & Marketing..., Superior Client Service, Affiliate Marketing, Online Lead Generation, E-commerce Consulting, Non-profits, Internet Strategy, Online Advertising, Lead Generation, Leadership, Nonprofits, Strategy, Business Development, Market Research, Integrated Marketing, Customer Engagement, Customer Monetization, Loyalty Technology..., Customer Analytics, Corporate Gift Cards, Loyalty Strategy, Building Customer..., Customer Loyalty..., Value Exchange, Value Exchange..., Customer Insight, Marketing Communications, PPC, Account Management, Marketing, Management, Multi-channel Marketing, Analytics, B2B Marketing, Start-ups, Web Analytics, Digital Strategy, Marketing Research, E-commerce, CRM
Education
University of California, San Diego 1985 — 1990
BA
Beverly Hills High School 1984 — 1985
La Jolla High School 1982 — 1984
Michael A. Zambon's Fidelity Investments Experience April 2010 - May 2011
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citi January 2012 - January 2014
Citi May 2011 - January 2012
Fidelity Investments April 2010 - May 2011
Grant Bettingen June 2009 - June 2010
UBS Investment Bank April 2008 - October 2008
Skills
Equities, Investments, Financial Analysis, Series 7, Alternative Investments, Asset Managment, Mutual Funds, Asset Allocation, Project Management, Series 63, Product Management, Program Management, Separately Managed..., Unified Managed Accounts, Wrap Accounts, Syndicate, Capital Markets, Managed Money
Education
University of Bridgeport 2005 — 2009
B.S., Finance, International Political Economy & Diplomacy
Citi January 2014 - Present
Citi January 2012 - January 2014
Citi May 2011 - January 2012
Fidelity Investments April 2010 - May 2011
Grant Bettingen June 2009 - June 2010
UBS Investment Bank April 2008 - October 2008
Skills
Equities, Investments, Financial Analysis, Series 7, Alternative Investments, Asset Managment, Mutual Funds, Asset Allocation, Project Management, Series 63, Product Management, Program Management, Separately Managed..., Unified Managed Accounts, Wrap Accounts, Syndicate, Capital Markets, Managed Money
Education
University of Bridgeport 2005 — 2009
B.S., Finance, International Political Economy & Diplomacy
Carlos Fontiveros's Fidelity Investments Experience July 2013 - Present
Job Founder / Owner at StudioUnum
Industry Computer Software
Experience
Fidelity Investments July 2013 - Present
Front Burner Studio November 2009 - Present
Embarq April 2009 - February 2010
Impact Communications Networks April 2008 - April 2009
Impact Communications Networks April 2008 - April 2009
I-play April 2007 - June 2008
LimeLife May 2006 - February 2007
KTA Mobile June 2003 - May 2006
Sony Pictures Mobile April 2002 - June 2003
Sony Pictures Entertainment 1999 - 2003
Skills
iPhone, Mac, SMS, J2ME, Analytical Skills, BREW, Mobile Devices, Mobile Applications, Cross-functional Team..., Creative Direction, Mobile Marketing, Mobile Games, Product Management, User Experience, Testing, Video Games, SLDC, Project Management
Education
University of California, San Diego 1988 — 1992
BA, Communications
Fidelity Investments July 2013 - Present
Front Burner Studio November 2009 - Present
Embarq April 2009 - February 2010
Impact Communications Networks April 2008 - April 2009
Impact Communications Networks April 2008 - April 2009
I-play April 2007 - June 2008
LimeLife May 2006 - February 2007
KTA Mobile June 2003 - May 2006
Sony Pictures Mobile April 2002 - June 2003
Sony Pictures Entertainment 1999 - 2003
Skills
iPhone, Mac, SMS, J2ME, Analytical Skills, BREW, Mobile Devices, Mobile Applications, Cross-functional Team..., Creative Direction, Mobile Marketing, Mobile Games, Product Management, User Experience, Testing, Video Games, SLDC, Project Management
Education
University of California, San Diego 1988 — 1992
BA, Communications
Melanie Skarning's Fidelity Investments Experience January 1996 - January 2012
Job
Industry Financial Services
Experience
Fidelity Investments January 1996 - January 2012
Fidelity Investments 1986 - January 1996
Skills
Learning Technology, ADDIE, Learning Management, Captivate, Course Development, Lectora Development, Assessment, Perception Development, Instructional Design, Inventory Management, Cost Analysis, Training & Development, Project Management, Organizational..., Lectora, Technology Needs..., Blended Learning, Management Consulting, Performance Improvement, Needs Analysis, Workshop Facilitation, E-Learning, Learning Management..., Performance Consulting, Employee Training, Vendor Management, Cost Benefit, Leadership
Education
University of California, Berkeley 1971 — 1972
Master, Library Science/Information Systems
University of California, Santa Barbara 1967 — 1971
B.A., French
William Howard Taft High School 1964 — 1967
High School Diploma
Fidelity Investments January 1996 - January 2012
Fidelity Investments 1986 - January 1996
Skills
Learning Technology, ADDIE, Learning Management, Captivate, Course Development, Lectora Development, Assessment, Perception Development, Instructional Design, Inventory Management, Cost Analysis, Training & Development, Project Management, Organizational..., Lectora, Technology Needs..., Blended Learning, Management Consulting, Performance Improvement, Needs Analysis, Workshop Facilitation, E-Learning, Learning Management..., Performance Consulting, Employee Training, Vendor Management, Cost Benefit, Leadership
Education
University of California, Berkeley 1971 — 1972
Master, Library Science/Information Systems
University of California, Santa Barbara 1967 — 1971
B.A., French
William Howard Taft High School 1964 — 1967
High School Diploma
Cristian Segui's Fidelity Investments Experience March 2005 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2005 - Present
Pioneer Investments October 1999 - March 2005
Pioneer Investments 1999 - 2004
Education
University of California, Los Angeles
BA - MA
Fidelity Investments March 2005 - Present
Pioneer Investments October 1999 - March 2005
Pioneer Investments 1999 - 2004
Education
University of California, Los Angeles
BA - MA
Shannon McMullin's Fidelity Investments Experience 2006 - October 2008
Job Vice President Sales & Marketing at Concordant Rater Systems
Industry Financial Services
Experience
Concordant Rater Systems October 2008 - January 2013
Fidelity Investments 2006 - October 2008
Keane 2004 - 2006
Skills
Strategic Planning, Strategy, Financial Services, Management, Leadership
Education
University of Bradford 1996 — 1997
MBA, Marketing
University of Manitoba - Asper School of Business 1990 — 1994
Bachelor of Commerce (B.Com.), Marketing
Concordant Rater Systems October 2008 - January 2013
Fidelity Investments 2006 - October 2008
Keane 2004 - 2006
Skills
Strategic Planning, Strategy, Financial Services, Management, Leadership
Education
University of Bradford 1996 — 1997
MBA, Marketing
University of Manitoba - Asper School of Business 1990 — 1994
Bachelor of Commerce (B.Com.), Marketing
Douglas Beck's Fidelity Investments Experience October 2013 - Present
Job Fidelity Investments SVP, Investment Grade Fixed Income Investment Product Group
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Deutsche Bank August 2006 - September 2013
UBS Global Asset Management 2002 - 2007
Merrill Lynch 1998 - 2002
Raymond James 1993 - 1998
Raymond James Financial 1990 - 1998
Skills
Derivatives, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management
Education
University of California, Berkeley 1985 — 1989
BS, Finance
University of California, Berkeley, Haas School of Business
Fidelity Investments October 2013 - Present
Deutsche Bank August 2006 - September 2013
UBS Global Asset Management 2002 - 2007
Merrill Lynch 1998 - 2002
Raymond James 1993 - 1998
Raymond James Financial 1990 - 1998
Skills
Derivatives, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management
Education
University of California, Berkeley 1985 — 1989
BS, Finance
University of California, Berkeley, Haas School of Business
Jovanka Sosropartono's Fidelity Investments Experience January 2007 - July 2009
Job Software Developer
Industry Information Technology and Services
Experience
PDX-Rx.com July 2009 - Present
Fidelity Investments January 2007 - July 2009
Thales Raytheon Systems LLC October 2000 - October 2006
Skills
XML, Spring, SQL, Software Development, Agile Methodologies, HTML, Unix, Software Engineering, Eclipse, Scrum, CSS, JavaScript, Java, Software Design, Java Enterprise Edition, Visio
Education
University of California, Irvine 1997 — 2001
Bachelor of Science, Information & Computer Science
PDX-Rx.com July 2009 - Present
Fidelity Investments January 2007 - July 2009
Thales Raytheon Systems LLC October 2000 - October 2006
Skills
XML, Spring, SQL, Software Development, Agile Methodologies, HTML, Unix, Software Engineering, Eclipse, Scrum, CSS, JavaScript, Java, Software Design, Java Enterprise Edition, Visio
Education
University of California, Irvine 1997 — 2001
Bachelor of Science, Information & Computer Science
Campbell Judge's Fidelity Investments Experience 2006 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
GT Global Mutual Funds 1991 - 1997
Education
University of California, Los Angeles 1985 — 1989
Miramonte HS 1981 — 1985
Fidelity Investments 2006 - Present
GT Global Mutual Funds 1991 - 1997
Education
University of California, Los Angeles 1985 — 1989
Miramonte HS 1981 — 1985
Brett Chen's Fidelity Investments Experience February 2013 - February 2014
Job Let's Innovate
Industry Information Technology and Services
Experience
LinkedIn February 2014 - Present
Fidelity Investments February 2013 - February 2014
TD Ameritrade August 2011 - February 2013
Global Financial Services Co July 2006 - August 2006
Skills
Data Analysis, Data Visualization, Risk Management, Financial Analysis, Salesforce.com, SQL, Excel Connector, Demand Tools, Analysis, Microsoft Excel, Business Analysis, Investments, Aqua Data Studios, Problem Solving, Equities, Asset Managment, Valuation, Market Research, PowerPoint, Options, Index Funds, Fixed Annuities, Variable Annuities, Financial Risk, Index Options, ETFs, Fixed Income, Fixed Income Portfolio..., Life Cycle Cost Analysis, Mergers & Acquisitions, Tableau, Business Analytics, Economics, Financial Management..., Financial Services, Portfolio Management, Account Management, Asset Management, Poker, Online Poker, Cooking
Education
University of California, Davis
Bachelor's, Economics, Psychology
LinkedIn February 2014 - Present
Fidelity Investments February 2013 - February 2014
TD Ameritrade August 2011 - February 2013
Global Financial Services Co July 2006 - August 2006
Skills
Data Analysis, Data Visualization, Risk Management, Financial Analysis, Salesforce.com, SQL, Excel Connector, Demand Tools, Analysis, Microsoft Excel, Business Analysis, Investments, Aqua Data Studios, Problem Solving, Equities, Asset Managment, Valuation, Market Research, PowerPoint, Options, Index Funds, Fixed Annuities, Variable Annuities, Financial Risk, Index Options, ETFs, Fixed Income, Fixed Income Portfolio..., Life Cycle Cost Analysis, Mergers & Acquisitions, Tableau, Business Analytics, Economics, Financial Management..., Financial Services, Portfolio Management, Account Management, Asset Management, Poker, Online Poker, Cooking
Education
University of California, Davis
Bachelor's, Economics, Psychology
Lori Dunne's Fidelity Investments Experience September 2007 - Present
Job Relationship Management, Business Development, Business Negotiations
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Fidelity Investments May 2005 - September 2007
American Savings Bank 1987 - 1992
Skills
Financial Services, Management, Business Development, Alternative Investments, Relationship Management, Retirement, Business Analysis, 401k, Defined Contribution, Sales, Strategic Planning, CRM, Retirement Planning, Defined Benefit, Pensions, Mergers & Acquisitions, Employee Benefits, ERISA, Vendor Management, Asset Allocation, Portfolio Management, Wealth Management
Education
University of Bridgeport
BA, Business
Fidelity Investments September 2007 - Present
Fidelity Investments May 2005 - September 2007
American Savings Bank 1987 - 1992
Skills
Financial Services, Management, Business Development, Alternative Investments, Relationship Management, Retirement, Business Analysis, 401k, Defined Contribution, Sales, Strategic Planning, CRM, Retirement Planning, Defined Benefit, Pensions, Mergers & Acquisitions, Employee Benefits, ERISA, Vendor Management, Asset Allocation, Portfolio Management, Wealth Management
Education
University of Bridgeport
BA, Business
Darby Hobbs's Fidelity Investments Experience May 2007 - February 2009
Job Founder & CEO, SOCIAL3, Social Innovator, Motivational Presenter, Educator, Author, Visionary, Strategic Marketer
Industry Financial Services
Experience
SOCIAL3 June 2013 - Present
Brown Brothers Harriman June 2010 - 2013
Fidelity Investments May 2007 - February 2009
PNC Global Investment Servicing (PFPC, Inc.) 2003 - 2007
Financial Research Corp 2001 - 2003
Graylyn Associates, Inc. 1996 - 2001
First Data Corporation 1992 - 1996
Skills
Business Development, Marketing Strategy, Strategic Planning, Leadership, Strategy, Financial Services, Advertising, Integrated Marketing, Entrepreneurship, Management Consulting, Public Relations, Relationship Management, Product Management, Marketing Communications, Consulting, Mutual Funds, Marketing, Investments, Marketing Research, Team Building, Coaching, Management, Workshop Facilitation, Strategic Partnerships, Program Management, Product Development, Sales, Change Management, Creative Direction, Selling, Portfolio Management, Business Strategy, New Business Development, Market Research, Enterprise Software, CRM, Business Planning, Competitive Analysis, Motivational Speaking
Education
University of Bridgeport
BS English, English Literature, Minor in Secondary Education
University of Bridgeport
MBA, Marketing
SOCIAL3 June 2013 - Present
Brown Brothers Harriman June 2010 - 2013
Fidelity Investments May 2007 - February 2009
PNC Global Investment Servicing (PFPC, Inc.) 2003 - 2007
Financial Research Corp 2001 - 2003
Graylyn Associates, Inc. 1996 - 2001
First Data Corporation 1992 - 1996
Skills
Business Development, Marketing Strategy, Strategic Planning, Leadership, Strategy, Financial Services, Advertising, Integrated Marketing, Entrepreneurship, Management Consulting, Public Relations, Relationship Management, Product Management, Marketing Communications, Consulting, Mutual Funds, Marketing, Investments, Marketing Research, Team Building, Coaching, Management, Workshop Facilitation, Strategic Partnerships, Program Management, Product Development, Sales, Change Management, Creative Direction, Selling, Portfolio Management, Business Strategy, New Business Development, Market Research, Enterprise Software, CRM, Business Planning, Competitive Analysis, Motivational Speaking
Education
University of Bridgeport
BS English, English Literature, Minor in Secondary Education
University of Bridgeport
MBA, Marketing
Kitti Lile's Fidelity Investments Experience 1997 - 2004
Job Executive Speaking Coach at In Parallel Inc.
Industry Executive Office
Experience
In Parallel Inc. 2004 - Present
Fidelity Investments 1997 - 2004
Fidelity Investments 1993 - 1997
Skills
Executive Coaching, Coaching, Prep for the "ask", Group presentation..., Developing executive...
Education
University of California, Los Angeles
Master of Business Administration (M.B.A.), Executive Program
University of Washington
Bachelor’s Degree, Philosophy/psychology
In Parallel Inc. 2004 - Present
Fidelity Investments 1997 - 2004
Fidelity Investments 1993 - 1997
Skills
Executive Coaching, Coaching, Prep for the "ask", Group presentation..., Developing executive...
Education
University of California, Los Angeles
Master of Business Administration (M.B.A.), Executive Program
University of Washington
Bachelor’s Degree, Philosophy/psychology
Dima Mostovoy's Fidelity Investments Experience June 2012 - Present
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2012 - Present
Seven Squared Capital, LLC July 2010 - August 2011
Kohlberg, Kravis, Roberts & Co. (KKR) March 2007 - July 2010
Education
University of Chicago 2011 — 2013
Master of Business Administration (MBA), Analytic Finance
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor's degree, Economics, Business
Fidelity Investments June 2012 - Present
Seven Squared Capital, LLC July 2010 - August 2011
Kohlberg, Kravis, Roberts & Co. (KKR) March 2007 - July 2010
Education
University of Chicago 2011 — 2013
Master of Business Administration (MBA), Analytic Finance
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor's degree, Economics, Business
Ellen Chan's Fidelity Investments Experience October 2000 - October 2003
Job Deloitte LLP
Industry Human Resources
Experience
Deloitte October 2006 - Present
Credit Suisse First Boston October 2003 - December 2005
Fidelity Investments October 2000 - October 2003
UC Davis 1993 - 2000
Skills
Event Planning, Talent Management, Onboarding, Human Resources, Social Media, Outlook, Microsoft Office, Microsoft Excel, Recruiting
Education
University of California, Davis 1991 — 1996
Deloitte October 2006 - Present
Credit Suisse First Boston October 2003 - December 2005
Fidelity Investments October 2000 - October 2003
UC Davis 1993 - 2000
Skills
Event Planning, Talent Management, Onboarding, Human Resources, Social Media, Outlook, Microsoft Office, Microsoft Excel, Recruiting
Education
University of California, Davis 1991 — 1996
Grace (Choo) Apuy's Fidelity Investments Experience October 2008 - March 2011
Job Vice President at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick March 2011 - Present
Fidelity Investments October 2008 - March 2011
Fidelity Investments March 2007 - October 2008
Fidelity Investments September 2004 - March 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Equities, Account Management, Microsoft Office, Securities, Wealth Management..., Alternative Investments
Education
University of California, Los Angeles 2000 — 2004
Bachelor's degree, Economics
Kayne Anderson Rudnick March 2011 - Present
Fidelity Investments October 2008 - March 2011
Fidelity Investments March 2007 - October 2008
Fidelity Investments September 2004 - March 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Equities, Account Management, Microsoft Office, Securities, Wealth Management..., Alternative Investments
Education
University of California, Los Angeles 2000 — 2004
Bachelor's degree, Economics
Richard Sardelli's Fidelity Investments Experience December 1999 - March 2002
Job President of Richard Louis Advertising
Industry Marketing and Advertising
Experience
Richard Louis Advertising September 2009 - Present
Pioneer Investments March 2002 - September 2009
Fidelity Investments December 1999 - March 2002
Fidelity Investments Advertising Agency 1995 - 2000
Young & Rubicam 1990 - 1995
Education
University of Bridgeport
BS, Marketing, Advertising
University of Bridgeport
Bus.Admin., Marketing, Advertising
Richard Louis Advertising September 2009 - Present
Pioneer Investments March 2002 - September 2009
Fidelity Investments December 1999 - March 2002
Fidelity Investments Advertising Agency 1995 - 2000
Young & Rubicam 1990 - 1995
Education
University of Bridgeport
BS, Marketing, Advertising
University of Bridgeport
Bus.Admin., Marketing, Advertising
Golda Inquito's Fidelity Investments Experience January 2001 - May 2004
Job Director of Talent Acquisition at Alexandria Real Estate Equities, Inc.
Industry Human Resources
Experience
Alexandria Real Estate Equities, Inc. April 2015 - Present
The CIM Group April 2011 - January 2014
Autism Spectrum Therapies April 2009 - April 2011
HRCS May 2004 - April 2009
Sony Pictures Entertainment April 2007 - September 2008
Fidelity Investments January 2001 - May 2004
Wells Fargo January 1997 - January 2001
KPMG Peat Marwick January 1993 - January 1995
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Management, Applicant Tracking..., Hiring, College Recruiting, Employee Relations, Executive Search, Technical Recruiting, Onboarding, Interviews, Consulting, Internet Recruiting, Temporary Placement, Sourcing, Recruitment Advertising, Time Management, Training, Strategy, Employee Management, Deferred Compensation, Organizational..., Succession Planning, Employee Benefits, Coaching, Resume Writing, Contract Recruitment, Employment Law, Career Development, Career Counseling, Leadership Development, Permanent Placement, Employee Training, Screening Resumes, HR Policies, Real Estate, Taleo, ADP HRB, Ultipro, Accounting, Finance, Recruitment Training, Passive Candidate..., Full-life Cycle..., LinkedIn Recruiter, IT Recruitment, Talent Mining, Passive Candidate...
Education
University of California, Irvine 2001 — 2004
Management, Human Resources Management/Organizational Development
University of California, Los Angeles
B.A., Political Science
Alexandria Real Estate Equities, Inc. April 2015 - Present
The CIM Group April 2011 - January 2014
Autism Spectrum Therapies April 2009 - April 2011
HRCS May 2004 - April 2009
Sony Pictures Entertainment April 2007 - September 2008
Fidelity Investments January 2001 - May 2004
Wells Fargo January 1997 - January 2001
KPMG Peat Marwick January 1993 - January 1995
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Management, Applicant Tracking..., Hiring, College Recruiting, Employee Relations, Executive Search, Technical Recruiting, Onboarding, Interviews, Consulting, Internet Recruiting, Temporary Placement, Sourcing, Recruitment Advertising, Time Management, Training, Strategy, Employee Management, Deferred Compensation, Organizational..., Succession Planning, Employee Benefits, Coaching, Resume Writing, Contract Recruitment, Employment Law, Career Development, Career Counseling, Leadership Development, Permanent Placement, Employee Training, Screening Resumes, HR Policies, Real Estate, Taleo, ADP HRB, Ultipro, Accounting, Finance, Recruitment Training, Passive Candidate..., Full-life Cycle..., LinkedIn Recruiter, IT Recruitment, Talent Mining, Passive Candidate...
Education
University of California, Irvine 2001 — 2004
Management, Human Resources Management/Organizational Development
University of California, Los Angeles
B.A., Political Science
Juan Cristian Segui's Fidelity Investments Experience July 1998 - October 1999
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust Senior Vice PresidentFidelity InvestmentsApril 2005 - December 2007
Pioneer Investments October 1999 - March 2005
Fidelity Investments July 1998 - October 1999
Education
University of California, Los Angeles
BA, MA
Bessemer Trust Senior Vice PresidentFidelity InvestmentsApril 2005 - December 2007
Pioneer Investments October 1999 - March 2005
Fidelity Investments July 1998 - October 1999
Education
University of California, Los Angeles
BA, MA
Janet McCormick's Fidelity Investments Experience July 1995 - July 1997
Job Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments, Strategic Advisers May 2008 - Present
Fidelity Investments, Strategic Advisers May 2005 - May 2008
Fidelity Investments, Strategic Advisers May 2003 - May 2005
Fidelity Investments, Strategic Advisers July 1997 - May 2003
Fidelity Investments July 1995 - July 1997
Fidelity Investments July 1993 - July 1995
Fidelity Investments May 1990 - July 1993
MeadWestvaco 1988 - 1989
Skills
Asset Allocation, Qualitative &..., Portfolio Management, Manager Selection, Risk Management, Defined Contribution
Education
Vanderbilt University - Owen Graduate School of Management 1986 — 1988
MBA, Finance
University of California, Berkeley 1982 — 1986
BS, Chemistry
Fidelity Investments, Strategic Advisers May 2008 - Present
Fidelity Investments, Strategic Advisers May 2005 - May 2008
Fidelity Investments, Strategic Advisers May 2003 - May 2005
Fidelity Investments, Strategic Advisers July 1997 - May 2003
Fidelity Investments July 1995 - July 1997
Fidelity Investments July 1993 - July 1995
Fidelity Investments May 1990 - July 1993
MeadWestvaco 1988 - 1989
Skills
Asset Allocation, Qualitative &..., Portfolio Management, Manager Selection, Risk Management, Defined Contribution
Education
Vanderbilt University - Owen Graduate School of Management 1986 — 1988
MBA, Finance
University of California, Berkeley 1982 — 1986
BS, Chemistry
Joanne Kotz's Fidelity Investments Experience September 2015 - Present
Job Assistant Director, Fidelity Biosciences Research Initiative at Fidelity Investments
Industry Research
Experience
Fidelity Investments September 2015 - Present
Broad Institute May 2013 - September 2015
Nature Publishing Group 2010 - April 2013
Nature Publishing Group 2004 - 2010
Genentech 2002 - 2004
Hôpital Necker-Enfants Malades 2001 - 2002
Skills
Science Journalism, Journals, Science, Publications, Science Communication, Biochemistry, Scientific Writing, Drug Discovery, Protein Expression, Publishing, Online Publishing, Academic Publishing, Manuscript, Scientific..., Editorial, Chemical Biology, Global Alliance..., Program Management, Cancer, Life Sciences, Protein Chemistry
Education
University of California, Berkeley 1995 — 2000
Ph.D., Chemistry
University of Florida 1989 — 1994
BS, BA, Chemistry, Sociology
Fidelity Investments September 2015 - Present
Broad Institute May 2013 - September 2015
Nature Publishing Group 2010 - April 2013
Nature Publishing Group 2004 - 2010
Genentech 2002 - 2004
Hôpital Necker-Enfants Malades 2001 - 2002
Skills
Science Journalism, Journals, Science, Publications, Science Communication, Biochemistry, Scientific Writing, Drug Discovery, Protein Expression, Publishing, Online Publishing, Academic Publishing, Manuscript, Scientific..., Editorial, Chemical Biology, Global Alliance..., Program Management, Cancer, Life Sciences, Protein Chemistry
Education
University of California, Berkeley 1995 — 2000
Ph.D., Chemistry
University of Florida 1989 — 1994
BS, BA, Chemistry, Sociology
Andrea Larkin's Fidelity Investments Experience August 2011 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments June 2008 - July 2011
Fidelity Investments June 2007 - May 2008
Scudder Investments July 1996 - May 2007
Education
University of California, San Diego 1991 — 1994
Fidelity Investments August 2011 - Present
Fidelity Investments June 2008 - July 2011
Fidelity Investments June 2007 - May 2008
Scudder Investments July 1996 - May 2007
Education
University of California, San Diego 1991 — 1994
James Bistrain's Fidelity Investments Experience September 2014 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments May 2012 - August 2014
TD Ameritrade July 2006 - April 2012
E*TRADE Financial May 2003 - June 2006
Morgan Stanley September 2001 - December 2002
Education
University of California, Berkeley 1995 — 2000
Bachelor's degree, Economics
Fidelity Investments September 2014 - Present
Fidelity Investments May 2012 - August 2014
TD Ameritrade July 2006 - April 2012
E*TRADE Financial May 2003 - June 2006
Morgan Stanley September 2001 - December 2002
Education
University of California, Berkeley 1995 — 2000
Bachelor's degree, Economics
Ealing Jahn, CFP®'s Fidelity Investments Experience January 2001 - February 2014
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2014 - Present
Fidelity Investments January 2001 - February 2014
Skills
High net worth planning..., Training Skills
Education
University of California, Los Angeles 1994 — 1998
B.S., Civil/Structural Engineering
Creative Planning Inc. February 2014 - Present
Fidelity Investments January 2001 - February 2014
Skills
High net worth planning..., Training Skills
Education
University of California, Los Angeles 1994 — 1998
B.S., Civil/Structural Engineering
Teresa Coleman's Fidelity Investments Experience May 2005 - January 2007
Job Principal at Creekside Partners
Industry Financial Services
Experience
Creekside Partners, Wiiken & Gorman December 2014 - Present
Charles Schwab Advisor Services April 2007 - December 2014
Fidelity Investments May 2005 - January 2007
Fidelity Investments July 2004 - May 2005
Bay Financial Associates LLC September 2003 - June 2004
Fidelity Investments July 2001 - February 2003
Mellon Bank July 1999 - July 2001
State Street February 1998 - July 1999
State Street April 1996 - February 1998
Skills
Certified Financial..., Series 7, Series 66, Wealth Management, Financial Planning, Portfolio Management, Asset Management, Investments, Mutual Funds, Asset Allocation, Investment Advisory
Education
University of California, Berkeley 1987 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
Creekside Partners, Wiiken & Gorman December 2014 - Present
Charles Schwab Advisor Services April 2007 - December 2014
Fidelity Investments May 2005 - January 2007
Fidelity Investments July 2004 - May 2005
Bay Financial Associates LLC September 2003 - June 2004
Fidelity Investments July 2001 - February 2003
Mellon Bank July 1999 - July 2001
State Street February 1998 - July 1999
State Street April 1996 - February 1998
Skills
Certified Financial..., Series 7, Series 66, Wealth Management, Financial Planning, Portfolio Management, Asset Management, Investments, Mutual Funds, Asset Allocation, Investment Advisory
Education
University of California, Berkeley 1987 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
Eric Aponte's Fidelity Investments Experience September 1998 - June 2008
Job Compliance Principal, Brokerage Team Supervisor Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Bank July 2013 - Present
Fifth Third Bank August 2008 - Present
Fidelity Investments September 1998 - June 2008
Law School January 1996 - January 1998
University of California January 1991 - January 1995
Skills
Retirement, Options, Annuities, Compliance, Brokerage
Education
University of California, Berkeley 1991 — 1995
BA, History
Fifth Third Bank July 2013 - Present
Fifth Third Bank August 2008 - Present
Fidelity Investments September 1998 - June 2008
Law School January 1996 - January 1998
University of California January 1991 - January 1995
Skills
Retirement, Options, Annuities, Compliance, Brokerage
Education
University of California, Berkeley 1991 — 1995
BA, History
Katie Bruner's Fidelity Investments Experience 2001 - 2005
Job Relationship Manager at Principal Funds
Industry Financial Services
Experience
Principal Funds January 2005 - Present
WM Group of Funds 2005 - 2006
Fidelity Investments 2001 - 2005
mPower, Inc. September 2000 - April 2001
Education
University of California, Berkeley 1996 — 2000
B.A., Economics
St. Francis High School 1992 — 1996
Principal Funds January 2005 - Present
WM Group of Funds 2005 - 2006
Fidelity Investments 2001 - 2005
mPower, Inc. September 2000 - April 2001
Education
University of California, Berkeley 1996 — 2000
B.A., Economics
St. Francis High School 1992 — 1996
Janine Pyle's Fidelity Investments Experience May 2011 - January 2014
Job Denver, CO
Industry Financial Services
Experience
Fidelity Investments May 2011 - January 2014
Skills
Series 7, Series 63, Retirement Planning, Investments, Mutual Funds, Wealth Management, Asset Allocation, Financial Planning, Financial Services, Retirement
Education
University of California, Los Angeles
Bachelor's Degree, International Development
Fidelity Investments May 2011 - January 2014
Skills
Series 7, Series 63, Retirement Planning, Investments, Mutual Funds, Wealth Management, Asset Allocation, Financial Planning, Financial Services, Retirement
Education
University of California, Los Angeles
Bachelor's Degree, International Development
Lucian Popescu's Fidelity Investments Experience January 1998 - March 2002
Job Sr. QA Consultant at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase January 2010 - Present
JPMorgan Chase January 2010 - December 2011
TD Bank August 2005 - December 2009
IBM Canada March 2004 - July 2005
Ramsoft Systems Inc September 2002 - February 2004
Fidelity Investments January 1998 - March 2002
Skills
Banking, Business Analysis, Credit Risk, Requirements Gathering, SDLC, PMP, Test Management, Requirements Analysis, Quality Assurance, Testing, Analysis, Test Cases, Quality Center, Process Improvement
Education
Seneca College Toronto 1996 — 1998
BA, Computer Science
University of Bucharest
MS, Science
JPMorgan Chase January 2010 - Present
JPMorgan Chase January 2010 - December 2011
TD Bank August 2005 - December 2009
IBM Canada March 2004 - July 2005
Ramsoft Systems Inc September 2002 - February 2004
Fidelity Investments January 1998 - March 2002
Skills
Banking, Business Analysis, Credit Risk, Requirements Gathering, SDLC, PMP, Test Management, Requirements Analysis, Quality Assurance, Testing, Analysis, Test Cases, Quality Center, Process Improvement
Education
Seneca College Toronto 1996 — 1998
BA, Computer Science
University of Bucharest
MS, Science
Jonathan Fong's Fidelity Investments Experience July 2010 - Present
Job Market Research & Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments July 2007 - July 2010
Fidelity Investments November 1999 - July 2007
Merrill Lynch May 1998 - November 1999
Barclays Global Investors May 1997 - May 1998
Wells Fargo Bank May 1996 - May 1997
Wells Fargo January 1994 - May 1996
Hewitt Associates August 1989 - December 1993
Skills
Contract Negotiation, Negotiation, Competitive Intelligence, Strategic Partnerships, Strategic Planning, Leadership, CRM, Strategy, Competitive Analysis, Business Analysis, 401k
Education
University of California, Berkeley 1985 — 1989
BS, Business Administration
Fidelity Investments July 2010 - Present
Fidelity Investments July 2007 - July 2010
Fidelity Investments November 1999 - July 2007
Merrill Lynch May 1998 - November 1999
Barclays Global Investors May 1997 - May 1998
Wells Fargo Bank May 1996 - May 1997
Wells Fargo January 1994 - May 1996
Hewitt Associates August 1989 - December 1993
Skills
Contract Negotiation, Negotiation, Competitive Intelligence, Strategic Partnerships, Strategic Planning, Leadership, CRM, Strategy, Competitive Analysis, Business Analysis, 401k
Education
University of California, Berkeley 1985 — 1989
BS, Business Administration
Stephanie Hu's Fidelity Investments Experience April 2012 - Present
Job Area Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Paychex, Inc March 2010 - April 2012
Revolution Prep April 2007 - March 2010
UCLA Alumni Association April 2005 - June 2007
Skills
Sales, Salesforce.com, Account Management, Business Development, New Business Development, Cold Calling, Time Management, Strategy, Marketing, Recruiting, CRM, Sales Operations, Sales Process, Direct Sales, Sales Management
Education
University of California, Los Angeles
Bachelor of Arts
Fidelity Investments April 2012 - Present
Paychex, Inc March 2010 - April 2012
Revolution Prep April 2007 - March 2010
UCLA Alumni Association April 2005 - June 2007
Skills
Sales, Salesforce.com, Account Management, Business Development, New Business Development, Cold Calling, Time Management, Strategy, Marketing, Recruiting, CRM, Sales Operations, Sales Process, Direct Sales, Sales Management
Education
University of California, Los Angeles
Bachelor of Arts
Sean Loughran's Fidelity Investments Experience February 2005 - February 2007
Job AVP at Pershing LLC
Industry Investment Management
Experience
Pershing LLC February 2007 - Present
Fidelity Investments February 2005 - February 2007
National Financial Services January 2004 - February 2005
Skills
Series 7, Series 63, Fixed Income, Equities, Securities, Investment Advisory, Mutual Funds, Series 24, CRM, FINRA, Alternative Investments
Education
UC Berkeley 1985 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Pershing LLC February 2007 - Present
Fidelity Investments February 2005 - February 2007
National Financial Services January 2004 - February 2005
Skills
Series 7, Series 63, Fixed Income, Equities, Securities, Investment Advisory, Mutual Funds, Series 24, CRM, FINRA, Alternative Investments
Education
UC Berkeley 1985 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Alex Kwon's Fidelity Investments Experience August 2003 - December 2008
Job Director Wealth Management at NRP FinancialCastner Joseph Group
Industry Financial Services
Experience
Castner Joshephs Group-National Retirement Partners January 2009 - Present
Fidelity Investments August 2003 - December 2008
Education
University of California, Berkeley 1976 — 1978
Bachelor of Arts, History
Castner Joshephs Group-National Retirement Partners January 2009 - Present
Fidelity Investments August 2003 - December 2008
Education
University of California, Berkeley 1976 — 1978
Bachelor of Arts, History
Mark Stopps, MBA, CIA's Fidelity Investments Experience 1999 - 2008
Job Audit Manager, Third Party Risk Management Operational / IT / Financial / Regulatory Integrated Auditing
Industry Financial Services
Experience
Ocwen Financial Corporation 2009 - Present
Fidelity Investments 1999 - 2008
Skills
Internal Audit, Risk Management
Education
Certified Internal Auditor (CIA) 2005 — 2005
CIA - Certified Internal Auditor, Internal Audit
Masters of Business Management (MBA) 2001 — 2003
MBA, Business Administration
University of California, Los Angeles 2000 — 2001
Professional Designation in Purchasing & Material Management, Purchasing and Material Management
University of California, Santa Barbara 1986 — 1990
BA, Poli Sci & Economics
Ocwen Financial Corporation 2009 - Present
Fidelity Investments 1999 - 2008
Skills
Internal Audit, Risk Management
Education
Certified Internal Auditor (CIA) 2005 — 2005
CIA - Certified Internal Auditor, Internal Audit
Masters of Business Management (MBA) 2001 — 2003
MBA, Business Administration
University of California, Los Angeles 2000 — 2001
Professional Designation in Purchasing & Material Management, Purchasing and Material Management
University of California, Santa Barbara 1986 — 1990
BA, Poli Sci & Economics
Paul Chase's Fidelity Investments Experience 2003 - 2009
Job Consultant, Marketing Analytics & Modeling at Bank of America
Industry Financial Services
Experience
Bank of America 2014 - Present
AdvisorAdit 2012 - October 2014
HealthView Services, Inc. 2010 - 2011
Fidelity Investments 2003 - 2009
Fidelity Investments 1998 - 2002
Barra 1996 - 1998
University of California, Berkeley 1986 - 1996
Research, Design and Analysis 1986 - 1996
Skills
Analysis, Analytics, SAS, Data Analysis, Data Warehousing, Statistical Modeling, Business Process..., Databases, Financial Services, Management, Project Management, Predictive Analytics, Leadership, Data Management, Unix, Business Analysis, Business Intelligence
Education
University of California, Berkeley
MA, Statistics
University of California, Berkeley
MA, Psychology
University of Washington
BS, Psychology
Bank of America 2014 - Present
AdvisorAdit 2012 - October 2014
HealthView Services, Inc. 2010 - 2011
Fidelity Investments 2003 - 2009
Fidelity Investments 1998 - 2002
Barra 1996 - 1998
University of California, Berkeley 1986 - 1996
Research, Design and Analysis 1986 - 1996
Skills
Analysis, Analytics, SAS, Data Analysis, Data Warehousing, Statistical Modeling, Business Process..., Databases, Financial Services, Management, Project Management, Predictive Analytics, Leadership, Data Management, Unix, Business Analysis, Business Intelligence
Education
University of California, Berkeley
MA, Statistics
University of California, Berkeley
MA, Psychology
University of Washington
BS, Psychology
Kevin Demshak, CFP®'s Fidelity Investments Experience Community Board MemberJunior Achievement Bridgeport2009 - 2010
Job Regional Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Community Board MemberJunior Achievement Bridgeport2009 - 2010
Charles Schwab 2000 - 2009
Dock Street Asset Management 2004 - 2005
Skills
Series 7, Investment Advisory, 401k, Asset Allocation, Wealth Management, Investments, Retirement Planning, Investment Strategies, High Net Worth..., Certified Financial..., IRAs, Business Relationship..., Mutual Funds, Series 63, Relationship Management, Financial Services, Financial Planning, Portfolio Management, Retirement, Asset Management, Wealth Preservation...
Education
University of Bridgeport
Fidelity Investments Community Board MemberJunior Achievement Bridgeport2009 - 2010
Charles Schwab 2000 - 2009
Dock Street Asset Management 2004 - 2005
Skills
Series 7, Investment Advisory, 401k, Asset Allocation, Wealth Management, Investments, Retirement Planning, Investment Strategies, High Net Worth..., Certified Financial..., IRAs, Business Relationship..., Mutual Funds, Series 63, Relationship Management, Financial Services, Financial Planning, Portfolio Management, Retirement, Asset Management, Wealth Preservation...
Education
University of Bridgeport
Nancy Zuiewski's Fidelity Investments Experience Customer Operations ManagerQuantumJune 1989 - March 1999
Job Senior Executive Assistant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments Customer Operations ManagerQuantumJune 1989 - March 1999
Skills
PowerPoint, Microsoft Office, Administrative..., Outlook, Visio, Microsoft Word, Vendor Management, Microsoft Excel, 401k, Office Management, Event Planning
Education
University of Bridgeport 1974 — 1978
Warren Harding High School 1971 — 1974
Fidelity Investments Customer Operations ManagerQuantumJune 1989 - March 1999
Skills
PowerPoint, Microsoft Office, Administrative..., Outlook, Visio, Microsoft Word, Vendor Management, Microsoft Excel, 401k, Office Management, Event Planning
Education
University of Bridgeport 1974 — 1978
Warren Harding High School 1971 — 1974
Thomas Ditmar's Fidelity Investments Experience March 2001 - February 2010
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors August 2010 - Present
Fidelity Investments March 2001 - February 2010
Education
University of California, Irvine
BA, English
BMO Harris Financial Advisors August 2010 - Present
Fidelity Investments March 2001 - February 2010
Education
University of California, Irvine
BA, English
Henry Uchidiuno MBA, FCSI, FMA's Fidelity Investments Experience August 2004 - December 2005
Job Senior Financial Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank January 2006 - Present
Fidelity Investments August 2004 - December 2005
Citi March 2003 - August 2004
continental trust bank 1998 - 2002
continental trust bank 1998 - 2002
Skills
Banking, Retirement Planning, Corporate Finance, Estate Planning, Trade Finance, Wealth Management, Portfolio Management, Relationship Management, Private Banking, Foreign Exchange Risk..., Credit
Education
University of Benin 1993 — 1995
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Benin 1985 — 1990
Bachelor of Business Administration (B.SC)
Scotiabank January 2006 - Present
Fidelity Investments August 2004 - December 2005
Citi March 2003 - August 2004
continental trust bank 1998 - 2002
continental trust bank 1998 - 2002
Skills
Banking, Retirement Planning, Corporate Finance, Estate Planning, Trade Finance, Wealth Management, Portfolio Management, Relationship Management, Private Banking, Foreign Exchange Risk..., Credit
Education
University of Benin 1993 — 1995
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Benin 1985 — 1990
Bachelor of Business Administration (B.SC)
Esmond Chiou's Fidelity Investments Experience January 2014 - Present
Job Investment Operations Analyst at Fidelity
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Thomson Reuters May 2007 - January 2013
Skills
Analysis, Data Analysis, SQL, Microsoft Office, Unix, Microsoft Excel, Project Management, Finance, Databases
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2017
Masters, Logistics, Materials, and Supply Chain Management, 4.0 (matriculating)
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (BS), Business Administration
Fidelity Investments January 2014 - Present
Thomson Reuters May 2007 - January 2013
Skills
Analysis, Data Analysis, SQL, Microsoft Office, Unix, Microsoft Excel, Project Management, Finance, Databases
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2017
Masters, Logistics, Materials, and Supply Chain Management, 4.0 (matriculating)
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (BS), Business Administration
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
Bhaskar Terli's Fidelity Investments Experience September 2009 - Present
Job Programmer
Industry Investment Banking
Experience
Fidelity Investments September 2009 - Present
Kennedy International Software Inc June 2008 - Present
HSBC September 2004 - September 2006
Skills
C, C++, C#, Java, Go, JavaScript, jQuery, AngularJS, ReactJs, Node.js, Android Development, SQL, PL/SQL, Oracle, DB2, VSAM
Education
University of Bridgeport
MS, Mechanical Engineering
Fidelity Investments September 2009 - Present
Kennedy International Software Inc June 2008 - Present
HSBC September 2004 - September 2006
Skills
C, C++, C#, Java, Go, JavaScript, jQuery, AngularJS, ReactJs, Node.js, Android Development, SQL, PL/SQL, Oracle, DB2, VSAM
Education
University of Bridgeport
MS, Mechanical Engineering
Becky Kohler's Fidelity Investments Experience 2004 - 2007
Job Business Consultant
Industry Nonprofit Organization Management
Experience
Kohler Associates 1989 - Present
Community Foundation of the Central Blue Ridge May 2008 - April 2013
Fidelity Investments 2004 - 2007
American Express October 1989 - October 2004
Skills
Fundraising, Grants, Strategic Planning, Event Management, Nonprofits, Grant Writing, Philanthropy, Public Speaking, Leadership Development, Public Relations, Community Outreach, Proposal Writing, Public Policy, Program Development, Strategic Communications, Economic Development
Education
University of California, Berkeley
Bachelor's degree
Kohler Associates 1989 - Present
Community Foundation of the Central Blue Ridge May 2008 - April 2013
Fidelity Investments 2004 - 2007
American Express October 1989 - October 2004
Skills
Fundraising, Grants, Strategic Planning, Event Management, Nonprofits, Grant Writing, Philanthropy, Public Speaking, Leadership Development, Public Relations, Community Outreach, Proposal Writing, Public Policy, Program Development, Strategic Communications, Economic Development
Education
University of California, Berkeley
Bachelor's degree
Surabhi Ahmad's Fidelity Investments Experience December 1998 - July 2008
Job VP, Regulatory Compliance at Columbia Management
Industry Financial Services
Experience
Columbia Management June 2011 - Present
State Street June 2008 - May 2011
Fidelity Investments December 1998 - July 2008
Shanker Iyer & Co January 1997 - April 1998
BSL Associates Pte. Ltd. June 1996 - October 1996
ITC Limited November 1994 - January 1996
Skills
Management, Mutual Funds, Securities, Series 7, Asset Managment, Series 63, AML, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Risk Management, Financial Services, Financial Risk, Investment Advisory, FINRA, Series 24, Asset Management, Investment Management
Education
University of Calcutta 1989 — 1991
BS, Botany, Zoology and Chemistry
Columbia Management June 2011 - Present
State Street June 2008 - May 2011
Fidelity Investments December 1998 - July 2008
Shanker Iyer & Co January 1997 - April 1998
BSL Associates Pte. Ltd. June 1996 - October 1996
ITC Limited November 1994 - January 1996
Skills
Management, Mutual Funds, Securities, Series 7, Asset Managment, Series 63, AML, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Risk Management, Financial Services, Financial Risk, Investment Advisory, FINRA, Series 24, Asset Management, Investment Management
Education
University of Calcutta 1989 — 1991
BS, Botany, Zoology and Chemistry
Franklin Hsu, CFP®'s Fidelity Investments Experience November 2011 - May 2014
Job Managing Principal at Infinite Global Capital LLC
Industry Financial Services
Experience
Infinite Global Capital LLC June 2014 - Present
Fidelity Investments November 2011 - May 2014
Charles Schwab June 2009 - October 2011
Charles Schwab April 2006 - May 2009
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Series 7, Series 65, Trading Strategies, ETFs, Fixed Income, Mutual Funds, Morningstar, Variable Annuities, Fixed Annuities, Asset Allocation, Asset Management, Equities, Financial Analysis, Financial Planning, Portfolio Management
Education
University of California, Riverside 2001 — 2005
BS, Business Finance
Infinite Global Capital LLC June 2014 - Present
Fidelity Investments November 2011 - May 2014
Charles Schwab June 2009 - October 2011
Charles Schwab April 2006 - May 2009
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Series 7, Series 65, Trading Strategies, ETFs, Fixed Income, Mutual Funds, Morningstar, Variable Annuities, Fixed Annuities, Asset Allocation, Asset Management, Equities, Financial Analysis, Financial Planning, Portfolio Management
Education
University of California, Riverside 2001 — 2005
BS, Business Finance
Natasa Ivetic's Fidelity Investments Experience December 1996 - September 2002
Job Licensend Real Estate Agent at Berkshire Hathaway HomeServices Westchester Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Westchester Properties July 2015 - Present
Prudential Real Estate January 2005 - June 2015
Fidelity Investments December 1996 - September 2002
Skills
Real Estate, First Time Home Buyers, Relocation, Referrals, Property Management, Investment Properties, L, Condos, Real Estate Transactions, Buyer Representation, Luxury, Sellers, Single Family Homes, Rentals, Buyers, Short Sales, Townhomes, Home Staging
Education
Canadian Security Institute 1995 — 1996
University of Belgrade 1987 — 1991
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Berkshire Hathaway HomeServices Westchester Properties July 2015 - Present
Prudential Real Estate January 2005 - June 2015
Fidelity Investments December 1996 - September 2002
Skills
Real Estate, First Time Home Buyers, Relocation, Referrals, Property Management, Investment Properties, L, Condos, Real Estate Transactions, Buyer Representation, Luxury, Sellers, Single Family Homes, Rentals, Buyers, Short Sales, Townhomes, Home Staging
Education
Canadian Security Institute 1995 — 1996
University of Belgrade 1987 — 1991
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Greg Friedman's Fidelity Investments Experience November 2012 - Present
Job Head of Product and Strategy for SelectCo at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2012 - Present
Russell Investments May 2010 - November 2012
Barclays Global Investors April 1994 - April 2010
Education
University of California, Davis 1987 — 1992
B.A.
Fidelity Investments November 2012 - Present
Russell Investments May 2010 - November 2012
Barclays Global Investors April 1994 - April 2010
Education
University of California, Davis 1987 — 1992
B.A.
RizzaBelen Diaz's Fidelity Investments Experience December 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Chase January 2013 - December 2014
Wells Fargo October 2010 - January 2013
UC Davis Computers in Agriculture September 2007 - June 2008
Skills
Organization Skills, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Management, Strategic Planning, Customer Service, Social Media, Event Planning, Research, Administrative...
Education
University of California, Davis 2006 — 2010
Bachelor’s Degree, Animal Sciences with Specializations in Captive and Companion Animals
University of California, Davis
Bachelor of Science (B.S.), Animal Science
Fidelity Investments December 2014 - Present
Chase January 2013 - December 2014
Wells Fargo October 2010 - January 2013
UC Davis Computers in Agriculture September 2007 - June 2008
Skills
Organization Skills, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Management, Strategic Planning, Customer Service, Social Media, Event Planning, Research, Administrative...
Education
University of California, Davis 2006 — 2010
Bachelor’s Degree, Animal Sciences with Specializations in Captive and Companion Animals
University of California, Davis
Bachelor of Science (B.S.), Animal Science
Renu Goyal's Fidelity Investments Experience 2002 - 2008
Job BollywoodBhangra Aerobic Dance instructor
Industry Marketing and Advertising
Experience
Harvard University July 2012 - September 2012
Fidelity Investments 2002 - 2008
JD Power and Associates 2001 - 2001
Skills
Advertising, Marketing Communications, Direct Marketing, Marketing, Market Research, Public Relations, Email Marketing, Sales, Event Management, Integrated Marketing, Creative Direction, Fundraising
Education
University of Massachusetts at Lowell 2005 — 2005
MBA Certificate, Business Administration, Management and Operations
University of California, Riverside 1995 — 1999
Bachelor of Science, Business Administration
Harvard University July 2012 - September 2012
Fidelity Investments 2002 - 2008
JD Power and Associates 2001 - 2001
Skills
Advertising, Marketing Communications, Direct Marketing, Marketing, Market Research, Public Relations, Email Marketing, Sales, Event Management, Integrated Marketing, Creative Direction, Fundraising
Education
University of Massachusetts at Lowell 2005 — 2005
MBA Certificate, Business Administration, Management and Operations
University of California, Riverside 1995 — 1999
Bachelor of Science, Business Administration
Alekh Jha's Fidelity Investments Experience August 2011 - Present
Job Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2011 - Present
Excel Test Prep September 2010 - August 2011
Vector Marketing October 2010 - December 2010
Skills
Sybase, Java, Software Quality..., Architecture, Analysis, Programming, Testing, OOP, SQL, Requirements Analysis
Education
University of California, Berkeley 2008 — 2010
Applied Mathematics, Math and Physics
Fidelity Investments August 2011 - Present
Excel Test Prep September 2010 - August 2011
Vector Marketing October 2010 - December 2010
Skills
Sybase, Java, Software Quality..., Architecture, Analysis, Programming, Testing, OOP, SQL, Requirements Analysis
Education
University of California, Berkeley 2008 — 2010
Applied Mathematics, Math and Physics
Lillian Perlowski's Fidelity Investments Experience 1993 - January 1999
Job Independent Computer Networking Professional
Industry Computer Networking
Experience
Fidelity Investments 1993 - January 1999
CNR 1987 - 1993
Hughs Aircraft 1985 - 1987
Education
UCI 1979 — 1981
BSCS, Software Engineering
Fidelity Investments 1993 - January 1999
CNR 1987 - 1993
Hughs Aircraft 1985 - 1987
Education
UCI 1979 — 1981
BSCS, Software Engineering
Jean Lui's Fidelity Investments Experience August 2012 - Present
Job Financial Analyst Intern
Industry Investment Banking
Experience
Fidelity Investments August 2012 - Present
Education
University of California, Davis 2008 — 2012
Fidelity Investments August 2012 - Present
Education
University of California, Davis 2008 — 2012
Daniel Neve's Fidelity Investments Experience November 2014 - July 2015
Job Investment Consultant / Stock Broker
Industry Financial Services
Experience
Financial Industry July 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments September 2014 - November 2014
Ken Garff Automotive Group October 2013 - March 2014
Ken Garff Automotive Group December 2012 - October 2013
Neve Photography January 2009 - August 2013
Ken Garff Automotive Group June 2012 - December 2012
Dick's Sporting Goods 2011 - December 2011
Even Properties February 2007 - January 2011
The Bullion Exchange March 2003 - April 2008
Skills
Reynolds & Reynolds, Automobile, Automotive, Dealer Management, Automotive Aftermarket, Customer Satisfaction, Vehicles, Customer Service, Sales, Microsoft Office, Troubleshooting, Microsoft Excel, DealerSocket CRM/DMS, Profit, Sales Process
Education
University of Utah 2007 — 2016
Bachelor of Science (B.S.), Economics
University of California, Irvine 2013 — 2014
PMI, Project Management, A-
Olympus High School 2005 — 2007
High School Diploma, Physics/Engineering/Business
Financial Industry July 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments September 2014 - November 2014
Ken Garff Automotive Group October 2013 - March 2014
Ken Garff Automotive Group December 2012 - October 2013
Neve Photography January 2009 - August 2013
Ken Garff Automotive Group June 2012 - December 2012
Dick's Sporting Goods 2011 - December 2011
Even Properties February 2007 - January 2011
The Bullion Exchange March 2003 - April 2008
Skills
Reynolds & Reynolds, Automobile, Automotive, Dealer Management, Automotive Aftermarket, Customer Satisfaction, Vehicles, Customer Service, Sales, Microsoft Office, Troubleshooting, Microsoft Excel, DealerSocket CRM/DMS, Profit, Sales Process
Education
University of Utah 2007 — 2016
Bachelor of Science (B.S.), Economics
University of California, Irvine 2013 — 2014
PMI, Project Management, A-
Olympus High School 2005 — 2007
High School Diploma, Physics/Engineering/Business
Francis Lowe's Fidelity Investments Experience February 2000 - February 2006
Job Property Manager at Continental Engineering Corporation
Industry Construction
Experience
Continental Engineering Corporation March 2007 - Present
Fidelity Investments February 2000 - February 2006
Skills
staff development, team...
Education
University of California, Los Angeles 1996 — 1999
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Continental Engineering Corporation March 2007 - Present
Fidelity Investments February 2000 - February 2006
Skills
staff development, team...
Education
University of California, Los Angeles 1996 — 1999
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Nicole de la Rosa's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Morgan Stanley Private Wealth Management November 2014 - January 2015
UC Irvine School of Law September 2013 - December 2014
Federal Judicial Center January 2014 - March 2014
UC Irvine Student Center & Events Services April 2012 - September 2013
Rosen Consulting Group June 2011 - September 2011
Skills
Leadership, Clear Communications, High degree of..., Time Management, Skilled Multi-tasker, Easily Adaptable, Organization Skills, Event Planning, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Social Media, Research
Education
University of California, Irvine 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
University of Cambridge 2014 — 2014
Study Abroad, Political Science and Government
UCDC Academic Internship Program 2014 — 2014
Academic Internship Program, Media Writing
Fidelity Investments March 2015 - Present
Morgan Stanley Private Wealth Management November 2014 - January 2015
UC Irvine School of Law September 2013 - December 2014
Federal Judicial Center January 2014 - March 2014
UC Irvine Student Center & Events Services April 2012 - September 2013
Rosen Consulting Group June 2011 - September 2011
Skills
Leadership, Clear Communications, High degree of..., Time Management, Skilled Multi-tasker, Easily Adaptable, Organization Skills, Event Planning, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Social Media, Research
Education
University of California, Irvine 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
University of Cambridge 2014 — 2014
Study Abroad, Political Science and Government
UCDC Academic Internship Program 2014 — 2014
Academic Internship Program, Media Writing
Allan Lazaro's Fidelity Investments Experience July 2004 - May 2005
Job VP Prime Brokerage at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC December 2014 - Present
BNP Paribas October 2008 - June 2014
Bank of America May 2005 - October 2008
Fidelity Investments July 2004 - May 2005
E*TRADE Financial Corporation January 2003 - July 2004
Bank of America February 2000 - February 2002
Bank of America June 1998 - February 2002
Jack White & Company November 1995 - May 1998
Skills
Prime Brokerage, Financial Services, Client Services, Equities, Investments, Derivatives, Securities, Bloomberg, Capital Markets, Asset Management, Hedge Funds, Series 7, Alternative Investments, Investment Banking
Education
University of California, San Diego 1991 — 1995
Bachelor's Degree, Applied Mathematics
Southwest High School 1988 — 1991
BTIG, LLC December 2014 - Present
BNP Paribas October 2008 - June 2014
Bank of America May 2005 - October 2008
Fidelity Investments July 2004 - May 2005
E*TRADE Financial Corporation January 2003 - July 2004
Bank of America February 2000 - February 2002
Bank of America June 1998 - February 2002
Jack White & Company November 1995 - May 1998
Skills
Prime Brokerage, Financial Services, Client Services, Equities, Investments, Derivatives, Securities, Bloomberg, Capital Markets, Asset Management, Hedge Funds, Series 7, Alternative Investments, Investment Banking
Education
University of California, San Diego 1991 — 1995
Bachelor's Degree, Applied Mathematics
Southwest High School 1988 — 1991
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank