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
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Fidelity Investments Employees
Employee
Years
Job
Industry
David Igel David Igel's Fidelity Investments Experience February 2010 - Present
Job Sr. Director of Learning Technologies & Training Operations
Industry Professional Training & Coaching
Experience
Fidelity Investments February 2010 - Present
Fidelity Investments August 2007 - May 2010
Fidelity Investments March 1993 - July 2007
Graeters Inc. 1984 - 1993
Skills
Blended Learning, E-Learning, Training, Project Management, Instructional Design, Management, Adult Education, Learning Management..., Start-ups, Strategic Planning, Knowledge Management, Change Management, Financial Services, Performance Management, Needs Analysis, Program Management
Education
University of Cincinnati
MEd
Fidelity Investments February 2010 - Present
Fidelity Investments August 2007 - May 2010
Fidelity Investments March 1993 - July 2007
Graeters Inc. 1984 - 1993
Skills
Blended Learning, E-Learning, Training, Project Management, Instructional Design, Management, Adult Education, Learning Management..., Start-ups, Strategic Planning, Knowledge Management, Change Management, Financial Services, Performance Management, Needs Analysis, Program Management
Education
University of Cincinnati
MEd
Alexis Adriatico Alexis Adriatico's Fidelity Investments Experience March 2013 - Present
Job Financial Associate I Tax Exempt at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Anderson Bar and Grill May 2011 - March 2013
The Leukemia & Lymphoma Society January 2012 - June 2012
Cheviot Savings and Loan July 2008 - December 2011
Royal Oak Country Club April 2009 - August 2010
Skills
Public Relations, Marketing, Social Media, Event Planning, Customer Service, Banking, Press Releases, Media Relations, Fundraising, Facebook, Marketing Communications, Event Management, Strategic Communications, Social Networking, Social Media Marketing, Email Marketing, Corporate Communications, Adobe Creative Suite, Nonprofits, Leadership, Training
Education
University of Cincinnati 2007 — 2012
Bachelor of Arts and Sciences, Communication
Fidelity Investments March 2013 - Present
Anderson Bar and Grill May 2011 - March 2013
The Leukemia & Lymphoma Society January 2012 - June 2012
Cheviot Savings and Loan July 2008 - December 2011
Royal Oak Country Club April 2009 - August 2010
Skills
Public Relations, Marketing, Social Media, Event Planning, Customer Service, Banking, Press Releases, Media Relations, Fundraising, Facebook, Marketing Communications, Event Management, Strategic Communications, Social Networking, Social Media Marketing, Email Marketing, Corporate Communications, Adobe Creative Suite, Nonprofits, Leadership, Training
Education
University of Cincinnati 2007 — 2012
Bachelor of Arts and Sciences, Communication
Brittany Knight Brittany Knight's Fidelity Investments Experience March 2014 - Present
Job Financial Associate
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Holy Grail Banks May 2012 - Present
Isaac and Associates August 2013 - December 2013
Bob Evans, Inc April 2006 - July 2012
Skills
Microsoft Office, PowerPoint
Education
Northern Kentucky University 2011 — 2013
Bachelor of Business Administration (BBA), Finance
University of Cincinnati 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Fidelity Investments March 2014 - Present
Holy Grail Banks May 2012 - Present
Isaac and Associates August 2013 - December 2013
Bob Evans, Inc April 2006 - July 2012
Skills
Microsoft Office, PowerPoint
Education
Northern Kentucky University 2011 — 2013
Bachelor of Business Administration (BBA), Finance
University of Cincinnati 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Chris Gundrum's Fidelity Investments Experience September 2012 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Lowe's Home Improvement February 2012 - September 2012
Sam's Club April 2006 - February 2012
gobearcats.com, University of Cincinnati November 2011 - January 2012
Lindenwald Ledger December 2010 - May 2011
WLWT Channel 5 August 2009 - November 2009
Skills
Final Cut Pro, Canon XL1 Professional..., Reporting & Analysis, Social Media, Feature Writing, Interviewing, Supervisory Skills, Customer Service, Broadcast, Mac, Microsoft Office
Education
University of Cincinnati 2006 — 2012
B.A, Journalism
Fidelity Investments September 2012 - Present
Lowe's Home Improvement February 2012 - September 2012
Sam's Club April 2006 - February 2012
gobearcats.com, University of Cincinnati November 2011 - January 2012
Lindenwald Ledger December 2010 - May 2011
WLWT Channel 5 August 2009 - November 2009
Skills
Final Cut Pro, Canon XL1 Professional..., Reporting & Analysis, Social Media, Feature Writing, Interviewing, Supervisory Skills, Customer Service, Broadcast, Mac, Microsoft Office
Education
University of Cincinnati 2006 — 2012
B.A, Journalism
Jonathan P. Wackerly Jonathan P. Wackerly's Fidelity Investments Experience 2006 - Present
Job Operations Director at Financial Directions Group, Inc.
Industry Financial Services
Experience
Financial Directions Group, Inc. April 2014 - Present
Fidelity Investments 2006 - Present
Fidelity Investments September 2006 - October 2007
Fidelity Investments February 2001 - September 2006
Fidelity Investments September 1999 - March 2001
Fidelity Investments October 1996 - October 1999
Skills
401k, Financial Services, Management, Retirement, Series 63, Operations Management, Leadership, Team Leadership, Manage Client..., Client Relations Skills, Customer Service, Business Process..., Cross-functional Team..., Strategy
Education
University of Cincinnati
Marketing/Management
Financial Directions Group, Inc. April 2014 - Present
Fidelity Investments 2006 - Present
Fidelity Investments September 2006 - October 2007
Fidelity Investments February 2001 - September 2006
Fidelity Investments September 1999 - March 2001
Fidelity Investments October 1996 - October 1999
Skills
401k, Financial Services, Management, Retirement, Series 63, Operations Management, Leadership, Team Leadership, Manage Client..., Client Relations Skills, Customer Service, Business Process..., Cross-functional Team..., Strategy
Education
University of Cincinnati
Marketing/Management
Robert Buckles Robert Buckles's Fidelity Investments Experience November 1999 - March 2011
Job Private Sector Client Service
Industry Financial Services
Experience
Nationwide Insurance July 2013 - Present
Morgan Stanley May 2012 - May 2013
Fidelity Investments November 1999 - March 2011
Fidelity Investments 1991 - 1999
Skills
Customer Experience, Mutual Funds, Program Management, Pensions, Retirement, ERISA, Financial Services, Retirement Planning, Employee Benefits, Management, Investments, Series 7, 401k, Fixed Annuities, Securities, Finance
Education
Summit Country Day School
University of Cincinnati
BBA, Finance and Insurance
Nationwide Insurance July 2013 - Present
Morgan Stanley May 2012 - May 2013
Fidelity Investments November 1999 - March 2011
Fidelity Investments 1991 - 1999
Skills
Customer Experience, Mutual Funds, Program Management, Pensions, Retirement, ERISA, Financial Services, Retirement Planning, Employee Benefits, Management, Investments, Series 7, 401k, Fixed Annuities, Securities, Finance
Education
Summit Country Day School
University of Cincinnati
BBA, Finance and Insurance
Mitch West Mitch West's Fidelity Investments Experience August 2011 - March 2012
Job Financial Advisor, TouchPoint Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
TouchPoint Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc August 2015 - Present
George Beddie & Associates, A financial advisory practice of Ameriprise Financial Services, Inc. March 2012 - August 2015
Fidelity Investments August 2011 - March 2012
Fidelity Investments February 2011 - August 2011
Fishman & Tobin January 2010 - February 2011
J.A. Besner January 1998 - December 2009
Calvin Clothing 1988 - 1998
Education
University of Cincinnati 1982 — 1986
B.A
LaSalle HS
TouchPoint Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc August 2015 - Present
George Beddie & Associates, A financial advisory practice of Ameriprise Financial Services, Inc. March 2012 - August 2015
Fidelity Investments August 2011 - March 2012
Fidelity Investments February 2011 - August 2011
Fishman & Tobin January 2010 - February 2011
J.A. Besner January 1998 - December 2009
Calvin Clothing 1988 - 1998
Education
University of Cincinnati 1982 — 1986
B.A
LaSalle HS
Susan Shapiro, PMP,CSM Susan Shapiro, PMP,CSM's Fidelity Investments Experience December 1991 - November 1998
Job Lead Scrum Master / Enterprise Growth AMEX
Industry Financial Services
Experience
American Express/Serve Virtual Enterprises August 2010 - Present
PSCU Financial Services June 2006 - August 2010
CompuCredit Corporation September 2003 - June 2006
Northern Trust Retirement Consulting August 2001 - July 2003
Fidelity Investments December 1991 - November 1998
Skills
SDLC, Visio, Vendor Management, Agile & Waterfall..., Requirements Gathering, Project Delivery, MS Project, Project Portfolio..., SharePoint, PMP
Education
Project Management Institute
Project Management Professional/PMP
University of Cincinnati
BA
American Express/Serve Virtual Enterprises August 2010 - Present
PSCU Financial Services June 2006 - August 2010
CompuCredit Corporation September 2003 - June 2006
Northern Trust Retirement Consulting August 2001 - July 2003
Fidelity Investments December 1991 - November 1998
Skills
SDLC, Visio, Vendor Management, Agile & Waterfall..., Requirements Gathering, Project Delivery, MS Project, Project Portfolio..., SharePoint, PMP
Education
Project Management Institute
Project Management Professional/PMP
University of Cincinnati
BA
Charles V. Senatore Charles V. Senatore's Fidelity Investments Experience October 2014 - Present
Job EVP for Regulatory Strategy
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
University of Chicago Law School June 2014 - Present
Fidelity Investments May 2003 - October 2014
Merrill Lynch December 1997 - April 2003
US Securities and Exchange Commission March 1994 - October 1997
Cadwalader, Wickersham & Taft LLP May 1991 - March 1994
Jorden Burt LLP September 1988 - April 1991
United States Attorney's Office, Southern District of Florida February 1985 - August 1988
Skills
Senior Risk/Compliance..., Securities Regulation, Regulatory Liaison, Broker-Dealer and..., FINRA, Securities, Investment Management, Broker-Dealer, Investments, Risk Management, Regulations, Series 24, AML, Mutual Funds, KYC, SEC, Series 7, Alternative Investments, Corporate Governance, Hedge Funds, Investment Advisory, Capital Markets, Asset Managment, Options, Financial Services, Equities, Due Diligence, Private Equity, Prime Brokerage, Operational Risk, OFAC, Investment Banking, Fraud, Fixed Income, Financial Risk, Financial Regulation, Financial Markets, ETFs, Derivatives, Asset Management, Anti Money Laundering, Leadership, Regulatory Compliance, Series 63
Education
University of Chicago Law School
JD, Law
Williams College
BA, Economics
Fidelity Investments October 2014 - Present
University of Chicago Law School June 2014 - Present
Fidelity Investments May 2003 - October 2014
Merrill Lynch December 1997 - April 2003
US Securities and Exchange Commission March 1994 - October 1997
Cadwalader, Wickersham & Taft LLP May 1991 - March 1994
Jorden Burt LLP September 1988 - April 1991
United States Attorney's Office, Southern District of Florida February 1985 - August 1988
Skills
Senior Risk/Compliance..., Securities Regulation, Regulatory Liaison, Broker-Dealer and..., FINRA, Securities, Investment Management, Broker-Dealer, Investments, Risk Management, Regulations, Series 24, AML, Mutual Funds, KYC, SEC, Series 7, Alternative Investments, Corporate Governance, Hedge Funds, Investment Advisory, Capital Markets, Asset Managment, Options, Financial Services, Equities, Due Diligence, Private Equity, Prime Brokerage, Operational Risk, OFAC, Investment Banking, Fraud, Fixed Income, Financial Risk, Financial Regulation, Financial Markets, ETFs, Derivatives, Asset Management, Anti Money Laundering, Leadership, Regulatory Compliance, Series 63
Education
University of Chicago Law School
JD, Law
Williams College
BA, Economics
Mark Rusch Mark Rusch's Fidelity Investments Experience November 1991 - January 1996
Job Head of IT, Oxford Immunotec
Industry Medical Devices
Experience
Oxford Immunotec September 2009 - Present
AMSC April 2003 - November 2008
Boston Area Consultant January 1996 - December 2003
Bandwidth Center 2001 - 2002
Paper Exchange 2000 - 2001
DMS Insurance 1998 - 2000
PTC 1996 - 1998
Fidelity Investments November 1991 - January 1996
Skills
Cross-functional Team..., Project Management, Process Improvement, Cloud Computing, Strategy, Change Management, Medical Devices, CRM, Salesforce.com, Laboratory, Disaster Recovery, Security, Integration
Education
University of Cincinnati
MM
University of Cincinnati
BM
Oxford Immunotec September 2009 - Present
AMSC April 2003 - November 2008
Boston Area Consultant January 1996 - December 2003
Bandwidth Center 2001 - 2002
Paper Exchange 2000 - 2001
DMS Insurance 1998 - 2000
PTC 1996 - 1998
Fidelity Investments November 1991 - January 1996
Skills
Cross-functional Team..., Project Management, Process Improvement, Cloud Computing, Strategy, Change Management, Medical Devices, CRM, Salesforce.com, Laboratory, Disaster Recovery, Security, Integration
Education
University of Cincinnati
MM
University of Cincinnati
BM
Lily Richter Lily Richter's Fidelity Investments Experience March 2012 - Present
Job Quality Assurance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Paycor October 2011 - March 2012
Great American Financial Resources June 2008 - June 2011
Great American Financial Resources June 2007 - June 2008
Great American Financial Resources March 2007 - June 2007
Great American Financial Resources January 2006 - March 2007
Western Southern Life Insurance Company January 2003 - January 2006
Fidelity Investments November 2002 - February 2003
Great American Life Insurance Company June 1993 - June 1998
Skills
Requirements Gathering, Business Analysis, Business Requirements, Quality Assurance, User Acceptance Testing, Software Documentation, Project Management, Cross-functional Team..., SDLC, Business Process...
Education
University of Cincinnati
B. A.
Fidelity Investments March 2012 - Present
Paycor October 2011 - March 2012
Great American Financial Resources June 2008 - June 2011
Great American Financial Resources June 2007 - June 2008
Great American Financial Resources March 2007 - June 2007
Great American Financial Resources January 2006 - March 2007
Western Southern Life Insurance Company January 2003 - January 2006
Fidelity Investments November 2002 - February 2003
Great American Life Insurance Company June 1993 - June 1998
Skills
Requirements Gathering, Business Analysis, Business Requirements, Quality Assurance, User Acceptance Testing, Software Documentation, Project Management, Cross-functional Team..., SDLC, Business Process...
Education
University of Cincinnati
B. A.
Heidi N Fausz's Fidelity Investments Experience January 2012 - Present
Job AtRisk Client Case Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fifth Third Bank July 2009 - January 2012
Starbucks Coffee Company April 2007 - July 2009
ThyssenKrupp June 2008 - September 2008
Skills
Marketing, Banking, Customer Service, Sales, Teamwork, Training, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Retail Banking, Series 7, Data Entry, Series 63, Coaching, Camp calls, Cold Calling, Customer Experience, Customer Oriented, Long-term Customer..., Email, Goal Setting, Goal Oriented, Retail, Appointment Scheduling, Leading Meetings, Notary Public
Education
University of Cincinnati 2008 — 2011
Bachelors of Business Administration, Major: Business Finance Concentration: Investment Banking
University of Cincinnati College of Business 2008 — 2011
Bachelors of Business Administration, Major: Business Finance Concentration: Investment Banking
Fidelity Investments January 2012 - Present
Fifth Third Bank July 2009 - January 2012
Starbucks Coffee Company April 2007 - July 2009
ThyssenKrupp June 2008 - September 2008
Skills
Marketing, Banking, Customer Service, Sales, Teamwork, Training, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Retail Banking, Series 7, Data Entry, Series 63, Coaching, Camp calls, Cold Calling, Customer Experience, Customer Oriented, Long-term Customer..., Email, Goal Setting, Goal Oriented, Retail, Appointment Scheduling, Leading Meetings, Notary Public
Education
University of Cincinnati 2008 — 2011
Bachelors of Business Administration, Major: Business Finance Concentration: Investment Banking
University of Cincinnati College of Business 2008 — 2011
Bachelors of Business Administration, Major: Business Finance Concentration: Investment Banking
David Buschmann David Buschmann's Fidelity Investments Experience 2005 - 2006
Job Compensation Manager at Vantiv
Industry Financial Services
Experience
Vantiv 2014 - Present
Fifth Third Bank 2010 - 2014
Fifth Third Bank 2008 - 2010
Fifth Third Bancorp 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2002 - 2005
Fidelity Investments 1999 - 2002
Skills
Incentive Programs, Compensation Planning, Compensation, Leadership, Process Improvement, Deferred Compensation, Personnel Management, Executive Pay, Employee Benefits, Employee Relations, 401k, Human Resources, Succession Planning, Onboarding, Benefits Administration, HRIS, Six Sigma, Compensation Structures
Education
University of Cincinnati 1996 — 1999
Certifed Compensation Professional
Six Sigma Certified
Sycamore High School
Vantiv 2014 - Present
Fifth Third Bank 2010 - 2014
Fifth Third Bank 2008 - 2010
Fifth Third Bancorp 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2002 - 2005
Fidelity Investments 1999 - 2002
Skills
Incentive Programs, Compensation Planning, Compensation, Leadership, Process Improvement, Deferred Compensation, Personnel Management, Executive Pay, Employee Benefits, Employee Relations, 401k, Human Resources, Succession Planning, Onboarding, Benefits Administration, HRIS, Six Sigma, Compensation Structures
Education
University of Cincinnati 1996 — 1999
Certifed Compensation Professional
Six Sigma Certified
Sycamore High School
Patrick Costello Patrick Costello's Fidelity Investments Experience January 2012 - September 2012
Job Director, Third Party Provider Risk Management Program and Strategy at Santander Holdings USA
Industry Financial Services
Experience
Santander Holdings USA May 2015 - Present
Norumbega Securities Services October 2012 - May 2015
Fidelity Investments January 2012 - September 2012
Norumbega Securities Services January 2010 - December 2011
The Bank of New York Mellon 2008 - 2009
The Bank of New York Mellon 2007 - 2008
Mellon Bank November 1991 - February 2006
Mellon Bank (formerly The Boston Safe Deposit & Trust) May 1989 - October 1991
Skills
Risk Management, Strategy, Change Management, Financial Services, Banking, Strategic Planning, Leadership, Product Development, Program Management, Global Custody, Vendor Management, Securities, Network Administration, Management, Investment Banking, Thought Leadership, Network Management, Operations Management, Governance, Financial Markets, Equities, Due Diligence, Product Management, Operational Risk..., Negotiation, Business Transformation, Settlement, PMO, Executive Competencies, Contract Negotiation, Corporate Actions
Education
University of Cincinnati 1981 — 1985
Bachelors, Economics, Honors
Santander Holdings USA May 2015 - Present
Norumbega Securities Services October 2012 - May 2015
Fidelity Investments January 2012 - September 2012
Norumbega Securities Services January 2010 - December 2011
The Bank of New York Mellon 2008 - 2009
The Bank of New York Mellon 2007 - 2008
Mellon Bank November 1991 - February 2006
Mellon Bank (formerly The Boston Safe Deposit & Trust) May 1989 - October 1991
Skills
Risk Management, Strategy, Change Management, Financial Services, Banking, Strategic Planning, Leadership, Product Development, Program Management, Global Custody, Vendor Management, Securities, Network Administration, Management, Investment Banking, Thought Leadership, Network Management, Operations Management, Governance, Financial Markets, Equities, Due Diligence, Product Management, Operational Risk..., Negotiation, Business Transformation, Settlement, PMO, Executive Competencies, Contract Negotiation, Corporate Actions
Education
University of Cincinnati 1981 — 1985
Bachelors, Economics, Honors
Nathan Martell, MBA Nathan Martell, MBA's Fidelity Investments Experience 2007 - 2007
Job Technology Business/Product Development | Account Management | Program Management
Industry Information Technology and Services
Experience
Prodegy Consulting, LLC (Product + Strategy = Prodegy) 2008 - Present
Fidelity Investments 2007 - 2007
RSM McGladrey 2004 - 2006
Fifth Third Bank 2002 - 2004
The Griffin Tate Group, Inc 2002 - 2002
PM Solutions / PM College 2000 - 2001
Anthem 1999 - 2000
Kforce Inc 1997 - 1999
D+H 1990 - 1997
Skills
Leadership, Strategy, Program Management, Process Improvement, Management, Project Management, Business Development, CRM, Financial Services, Vendor Management, Business Analysis, Strategic Planning, Consulting, Management Consulting, Outsourcing, Banking, Product Development, Sales, Product Management, Marketing Strategy, Relationship Management, New Business Development, Sales Management, Change Management, 401k, Business Planning, B2B, Account Management, BPO, Risk Management, Business Strategy, Team Building, SaaS, Marketing, Business Process..., Cross-functional Team..., Sales Operations, Project Portfolio..., Investments, Team Management, Customer Service, Business Process, Executive Management, Information Technology, Negotiation, Asset Management, BPaaS, Professional Services
Education
Xavier University
Master of Business Administration (M.B.A.), Information Technology and Management
University of Cincinnati
Bachelor’s Degree, Economics
Prodegy Consulting, LLC (Product + Strategy = Prodegy) 2008 - Present
Fidelity Investments 2007 - 2007
RSM McGladrey 2004 - 2006
Fifth Third Bank 2002 - 2004
The Griffin Tate Group, Inc 2002 - 2002
PM Solutions / PM College 2000 - 2001
Anthem 1999 - 2000
Kforce Inc 1997 - 1999
D+H 1990 - 1997
Skills
Leadership, Strategy, Program Management, Process Improvement, Management, Project Management, Business Development, CRM, Financial Services, Vendor Management, Business Analysis, Strategic Planning, Consulting, Management Consulting, Outsourcing, Banking, Product Development, Sales, Product Management, Marketing Strategy, Relationship Management, New Business Development, Sales Management, Change Management, 401k, Business Planning, B2B, Account Management, BPO, Risk Management, Business Strategy, Team Building, SaaS, Marketing, Business Process..., Cross-functional Team..., Sales Operations, Project Portfolio..., Investments, Team Management, Customer Service, Business Process, Executive Management, Information Technology, Negotiation, Asset Management, BPaaS, Professional Services
Education
Xavier University
Master of Business Administration (M.B.A.), Information Technology and Management
University of Cincinnati
Bachelor’s Degree, Economics
Craig McDowell Craig McDowell's Fidelity Investments Experience January 2007 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments March 2000 - September 2007
Fidelity Investments January 1997 - January 2000
Fidelity Investments January 1994 - January 1997
GE November 1984 - November 1992
Skills
Strategy, Management, Business Planning, Financial Services, Cross-functional Team..., Strategic Planning, Human Resources, Relationship Management, Finance
Education
University of Cincinnati 1980 — 1984
BS, Economics
Anderson High School 1977 — 1980
Fidelity Investments January 2007 - Present
Fidelity Investments March 2000 - September 2007
Fidelity Investments January 1997 - January 2000
Fidelity Investments January 1994 - January 1997
GE November 1984 - November 1992
Skills
Strategy, Management, Business Planning, Financial Services, Cross-functional Team..., Strategic Planning, Human Resources, Relationship Management, Finance
Education
University of Cincinnati 1980 — 1984
BS, Economics
Anderson High School 1977 — 1980
Lisa Beringhaus's Fidelity Investments Experience 2005 - 2007
Job Executive Office Manager at United Way of Greater Cincinnati
Industry Executive Office
Experience
United Way of Greater Cincinnati June 2011 - Present
Unifund September 2009 - June 2011
VirtuaLisa 2008 - August 2009
Sourced Solutions Group April 2007 - December 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 1993 - 2004
Skills
Word, Excel, PowerPoint, Publisher, Transcription, Online Survey Design, Event/Meeting Planning, Internet Research, Microsoft Excel, Event Planning, Microsoft Word, Human Resources, Event Management, Fundraising, Microsoft Publisher, Public Relations
Education
AssistU
University of Cincinnati
United Way of Greater Cincinnati June 2011 - Present
Unifund September 2009 - June 2011
VirtuaLisa 2008 - August 2009
Sourced Solutions Group April 2007 - December 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 1993 - 2004
Skills
Word, Excel, PowerPoint, Publisher, Transcription, Online Survey Design, Event/Meeting Planning, Internet Research, Microsoft Excel, Event Planning, Microsoft Word, Human Resources, Event Management, Fundraising, Microsoft Publisher, Public Relations
Education
AssistU
University of Cincinnati
Brent Boeckman, QKA Brent Boeckman, QKA's Fidelity Investments Experience October 2007 - Present
Job Testing & Reporting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
The Standard / Invesmart / Bransford Retirement Services August 2003 - October 2007
Pension Corporation of America December 1996 - August 2003
Skills
SDLC, Risk Management, Management, Process Improvement, Microsoft Office, Financial Services, Strategic Planning, Financial Analysis, Finance, Financial Planning, Insurance, Retirement, Investments
Education
University of Cincinnati 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments October 2007 - Present
The Standard / Invesmart / Bransford Retirement Services August 2003 - October 2007
Pension Corporation of America December 1996 - August 2003
Skills
SDLC, Risk Management, Management, Process Improvement, Microsoft Office, Financial Services, Strategic Planning, Financial Analysis, Finance, Financial Planning, Insurance, Retirement, Investments
Education
University of Cincinnati 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Barbara Burke, PHR Barbara Burke, PHR's Fidelity Investments Experience January 2008 - May 2008
Job Senior Talent Acquisition Business Partner Recruiting Higher Ed Sales North America/US
Industry Staffing and Recruiting
Experience
Cengage Learning March 2014 - Present
Medpace August 2013 - March 2014
Comcast April 2013 - July 2013
Simply Hired November 2012 - February 2013
Monster September 2008 - November 2012
Fidelity Investments January 2008 - May 2008
Morgan Stanley September 2007 - January 2008
Fidelity Investments July 2004 - September 2007
AstraZeneca Pharmaceuticals April 2003 - July 2004
Fidelity Investments March 2000 - December 2002
Skills
Recruiting, Talent Acquisition, Training, Sourcing, Interviews, Applicant Tracking..., Job Descriptions, Human Resources, CRM, Career Counseling, Salesforce.com, Resume Writing, Recruitment Advertising, Training Delivery, LinkedIn Recruiter, Boolean Searching, Strategic Hiring, Behavioral Interviewing, Recruitment Training, Hiring Practices, Job Search Strategies, Job Search, Hands-on Training, Training Skills, Software Training, Recruitment/Retention, College Recruiting, Social Media, Taleo, Career Advice, GoToMeeting, Mentoring New Hires, Contract Recruitment, Interviewing, Vendor Relationships, Staffing Processes, Staffing Programs, User Acceptance Testing, WebEx, Contractors
Education
University of Cincinnati
Bachelor of Arts, English Literature
Cengage Learning March 2014 - Present
Medpace August 2013 - March 2014
Comcast April 2013 - July 2013
Simply Hired November 2012 - February 2013
Monster September 2008 - November 2012
Fidelity Investments January 2008 - May 2008
Morgan Stanley September 2007 - January 2008
Fidelity Investments July 2004 - September 2007
AstraZeneca Pharmaceuticals April 2003 - July 2004
Fidelity Investments March 2000 - December 2002
Skills
Recruiting, Talent Acquisition, Training, Sourcing, Interviews, Applicant Tracking..., Job Descriptions, Human Resources, CRM, Career Counseling, Salesforce.com, Resume Writing, Recruitment Advertising, Training Delivery, LinkedIn Recruiter, Boolean Searching, Strategic Hiring, Behavioral Interviewing, Recruitment Training, Hiring Practices, Job Search Strategies, Job Search, Hands-on Training, Training Skills, Software Training, Recruitment/Retention, College Recruiting, Social Media, Taleo, Career Advice, GoToMeeting, Mentoring New Hires, Contract Recruitment, Interviewing, Vendor Relationships, Staffing Processes, Staffing Programs, User Acceptance Testing, WebEx, Contractors
Education
University of Cincinnati
Bachelor of Arts, English Literature
Alan Gabriel, CRISC Alan Gabriel, CRISC's Fidelity Investments Experience 2004 - Present
Job Senior Technology Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2004 - Present
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1993 - 1999
PNC Bank 1989 - 1993
Fifth Third Bank 1986 - 1989
Skills
Series 63, 401k, Series 7, Retirement, Relationship Management, Risk Management, Defined Contribution, Retirement Planning, ERISA, Vendor Management
Education
University of Cincinnati
Fidelity Investments 2004 - Present
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1993 - 1999
PNC Bank 1989 - 1993
Fifth Third Bank 1986 - 1989
Skills
Series 63, 401k, Series 7, Retirement, Relationship Management, Risk Management, Defined Contribution, Retirement Planning, ERISA, Vendor Management
Education
University of Cincinnati
Andrew Gullion's Fidelity Investments Experience March 2014 - Present
Job
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments June 2012 - July 2013
Skills
Investments, Finance, Microsoft Office, Microsoft Excel, Leadership, Sales, Financial Analysis, Microsoft Word, Research, Customer Service
Education
University of Cincinnati 2008 — 2012
Bachelor of Arts (B.A.), Economics
Fidelity Investments March 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments June 2012 - July 2013
Skills
Investments, Finance, Microsoft Office, Microsoft Excel, Leadership, Sales, Financial Analysis, Microsoft Word, Research, Customer Service
Education
University of Cincinnati 2008 — 2012
Bachelor of Arts (B.A.), Economics
Jeffrey Konrad Jeffrey Konrad's Fidelity Investments Experience February 2015 - April 2015
Job IT Project Manager
Industry Publishing
Experience
Fidelity Investments February 2015 - April 2015
Elsevier January 2011 - November 2014
Convergys January 2001 - December 2009
Skills
Project Management, Team Leadership, Microsoft Office, Management, Change Management, Outlook
Education
University of Cincinnati
Bachelor of Business Administration (BBA), Accounting and Business/Management
Fidelity Investments February 2015 - April 2015
Elsevier January 2011 - November 2014
Convergys January 2001 - December 2009
Skills
Project Management, Team Leadership, Microsoft Office, Management, Change Management, Outlook
Education
University of Cincinnati
Bachelor of Business Administration (BBA), Accounting and Business/Management
John Wayne John Wayne's Fidelity Investments Experience October 2012 - Present
Job Senior Vice President at Fidelity Investments; proven financial services executive; tested leader and business developer
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Synergy HomeCare May 2011 - April 2013
SmarterBiz Solutions LLC April 2010 - December 2012
Fidelity Investments 2004 - 2010
Fidelity Investments 2003 - 2004
Fidelity Investments 2001 - 2003
CBS Personnel 1999 - 2001
Leading Concepts, Inc. 1998 - 1999
Vandor Corp 1995 - 1998
Operating Consultant Services, Inc (OCS) 1990 - 1995
Skills
Strategic Planning, Strategy, Start-ups, Agile Methodologies, Leadership, Coaching, Financial Analysis, Program Management, Business Development, Management, Forecasting, Finance, Competitive Analysis, Cross-functional Team..., Training, Entrepreneurship, Product Development, Marketing
Education
University of Cincinnati 1983 — 1987
Bachelors in Business Administration, Accounting
Fidelity Investments October 2012 - Present
Synergy HomeCare May 2011 - April 2013
SmarterBiz Solutions LLC April 2010 - December 2012
Fidelity Investments 2004 - 2010
Fidelity Investments 2003 - 2004
Fidelity Investments 2001 - 2003
CBS Personnel 1999 - 2001
Leading Concepts, Inc. 1998 - 1999
Vandor Corp 1995 - 1998
Operating Consultant Services, Inc (OCS) 1990 - 1995
Skills
Strategic Planning, Strategy, Start-ups, Agile Methodologies, Leadership, Coaching, Financial Analysis, Program Management, Business Development, Management, Forecasting, Finance, Competitive Analysis, Cross-functional Team..., Training, Entrepreneurship, Product Development, Marketing
Education
University of Cincinnati 1983 — 1987
Bachelors in Business Administration, Accounting
Peggy Cook's Fidelity Investments Experience August 2014 - November 2014
Job Marketing/Events Coordinator at Newport on the Levee
Industry Public Relations and Communications
Experience
Newport on the Levee December 2014 - Present
Fidelity Investments August 2014 - November 2014
Palm Gardens January 2014 - April 2014
Skinny Mom August 2013 - January 2014
Skills
Event Management, Event Planning, Copy Editing, Editing, Editorial, Social Media Marketing, Marketing, Journalism, Marketing Communications, Strategic Public..., Strategic Communications, Marketing Event Planning, Customer Service, Microsoft Office
Education
University of Cincinnati 2009 — 2013
Bachelor’s Degree, Communication and Public Relations
Newport on the Levee December 2014 - Present
Fidelity Investments August 2014 - November 2014
Palm Gardens January 2014 - April 2014
Skinny Mom August 2013 - January 2014
Skills
Event Management, Event Planning, Copy Editing, Editing, Editorial, Social Media Marketing, Marketing, Journalism, Marketing Communications, Strategic Public..., Strategic Communications, Marketing Event Planning, Customer Service, Microsoft Office
Education
University of Cincinnati 2009 — 2013
Bachelor’s Degree, Communication and Public Relations
Jackie Gristock Jackie Gristock's Fidelity Investments Experience July 2005 - March 2009
Job Business Analyst at Quest Diagnostics Healthcare IT Solutions
Industry Financial Services
Experience
Quest Diagnostics Healthcare IT Solutions (formerly MedPlus) May 2009 - Present
Fidelity Investments July 2005 - March 2009
Comair May 2005 - July 2005
AT&T January 2004 - February 2005
AT&T January 2000 - December 2003
AT&T January 1992 - December 1999
AT&T April 1984 - December 1991
Education
University of Cincinnati
Computer Science
Quest Diagnostics Healthcare IT Solutions (formerly MedPlus) May 2009 - Present
Fidelity Investments July 2005 - March 2009
Comair May 2005 - July 2005
AT&T January 2004 - February 2005
AT&T January 2000 - December 2003
AT&T January 1992 - December 1999
AT&T April 1984 - December 1991
Education
University of Cincinnati
Computer Science
Michael Spraul, QKA Michael Spraul, QKA's Fidelity Investments Experience March 2012 - Present
Job Financial Services Professional ERISA Compliance Non Discrimination Testing Interpretation & Consulting
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments 2007 - 2011
Fidelity Investments 1998 - 2007
Fidelity Investments 1996 - 1998
Fidelity Investments 1993 - 1996
Education
University of Cincinnati 1988 — 1993
BA, Finance, Real Estate
Fidelity Investments March 2012 - Present
Fidelity Investments 2007 - 2011
Fidelity Investments 1998 - 2007
Fidelity Investments 1996 - 1998
Fidelity Investments 1993 - 1996
Education
University of Cincinnati 1988 — 1993
BA, Finance, Real Estate
Michele Noe's Fidelity Investments Experience March 2007 - March 2009
Job Senior Campaign Manager
Industry Financial Services
Experience
Vantiv May 2011 - Present
Fidelity Investments March 2007 - March 2009
Cincinnati USA Regional Chamber 1995 - 2006
Greater Cincinnati Chamber of Commerce 1995 - 2006
Cincinnati USA Regional Chamber of Commerce 1995 - 2006
Milwaukee Direct Marketing 1992 - 1994
Direct Marketing Concepts 1990 - 1992
Keller Graphics 1987 - 1989
United States Department of Defense 1984 - 1986
Skills
Strategy, Microsoft Excel, Integrated Marketing, Marketing Communications, Lead Generation, Advertising, Marketing, Strategic Planning, Public Relations, Fundraising, Leadership, Management, Copywriting, Direct Marketing, Marketing Strategy, Email Marketing, Online Marketing, Social Media Marketing
Education
University of Cincinnati 1979 — 1982
Matriculated Fine Arts B.A., Painting, Political Science
Conner High School 1973 — 1977
High School degree
Vantiv May 2011 - Present
Fidelity Investments March 2007 - March 2009
Cincinnati USA Regional Chamber 1995 - 2006
Greater Cincinnati Chamber of Commerce 1995 - 2006
Cincinnati USA Regional Chamber of Commerce 1995 - 2006
Milwaukee Direct Marketing 1992 - 1994
Direct Marketing Concepts 1990 - 1992
Keller Graphics 1987 - 1989
United States Department of Defense 1984 - 1986
Skills
Strategy, Microsoft Excel, Integrated Marketing, Marketing Communications, Lead Generation, Advertising, Marketing, Strategic Planning, Public Relations, Fundraising, Leadership, Management, Copywriting, Direct Marketing, Marketing Strategy, Email Marketing, Online Marketing, Social Media Marketing
Education
University of Cincinnati 1979 — 1982
Matriculated Fine Arts B.A., Painting, Political Science
Conner High School 1973 — 1977
High School degree
Aric Arnett Aric Arnett's Fidelity Investments Experience July 2006 - January 2013
Job Sales Engineer at I/U Sales
Industry Oil & Energy
Experience
Industrial/Utility Sales November 2014 - Present
AGL Restoration May 2012 - August 2013
Fidelity Investments July 2006 - January 2013
Restaurants Unlimited July 2003 - July 2006
Trio's June 2000 - July 2003
Valvoline May 1998 - June 2000
Skills
Business Development, Investment Supervision, Business Relationship..., Customer Expansion, Team Leadership, Business Networking, Management, Strategic Planning
Education
University of Cincinnati 2002 — 2006
Business Administration, Finance, Entrepreneurship
Industrial/Utility Sales November 2014 - Present
AGL Restoration May 2012 - August 2013
Fidelity Investments July 2006 - January 2013
Restaurants Unlimited July 2003 - July 2006
Trio's June 2000 - July 2003
Valvoline May 1998 - June 2000
Skills
Business Development, Investment Supervision, Business Relationship..., Customer Expansion, Team Leadership, Business Networking, Management, Strategic Planning
Education
University of Cincinnati 2002 — 2006
Business Administration, Finance, Entrepreneurship
Ben Clinkinbeard Ben Clinkinbeard's Fidelity Investments Experience December 2005 - February 2008
Job Principal Consultant / Owner at Know Better Consulting
Industry Computer Software
Experience
Know Better Consulting October 2014 - Present
SpatialKey May 2013 - October 2014
Universal Mind December 2011 - May 2013
Universal Mind March 2010 - December 2011
Universal Mind February 2008 - March 2010
Fidelity Investments December 2005 - February 2008
hyperQUAKE October 2002 - October 2005
Skills
RIA, Flex, Design Patterns, D3, Flash, HTML 5, ActionScript, JavaScript, User Experience, Web Applications, Flash Builder, Software Engineering, Mobile Applications, Scrum, Subversion, CSS, OOP, Data Visualization, XML, Agile Methodologies, MVC, JSON, CoffeeScript, jQuery
Education
University of Cincinnati 1997 — 2002
Bachelor of Science in Design, Digital Design
Know Better Consulting October 2014 - Present
SpatialKey May 2013 - October 2014
Universal Mind December 2011 - May 2013
Universal Mind March 2010 - December 2011
Universal Mind February 2008 - March 2010
Fidelity Investments December 2005 - February 2008
hyperQUAKE October 2002 - October 2005
Skills
RIA, Flex, Design Patterns, D3, Flash, HTML 5, ActionScript, JavaScript, User Experience, Web Applications, Flash Builder, Software Engineering, Mobile Applications, Scrum, Subversion, CSS, OOP, Data Visualization, XML, Agile Methodologies, MVC, JSON, CoffeeScript, jQuery
Education
University of Cincinnati 1997 — 2002
Bachelor of Science in Design, Digital Design
Shelly Clapp Shelly Clapp's Fidelity Investments Experience June 2001 - January 2002
Job Account Manager at TradeGlobal
Industry Warehousing
Experience
TradeGlobal September 2007 - Present
Kohl's Department Stores August 2003 - August 2007
Kohl's Department Stores October 2002 - August 2003
Fidelity Investments June 2001 - January 2002
Fidelity Investments July 1999 - June 2001
Fidelity Investments August 1993 - July 1999
Star Bank, N. A. May 1991 - August 1993
Donnelley Directory January 1990 - February 1991
Donnelley Directory November 1986 - January 1990
Skills
Customer Relations, Call Center, Customer Service, Problem Solving, Operations Management, Process Improvement, Call Centers, Management, Inventory Management, Inventory Control, E-commerce, Customer Satisfaction, Team Building, Sales, Team Leadership, Leadership, Business Analysis, Account Management, Merchandising
Education
Colerain High School
University of Cincinnati
BS, Information Processing Systems
University of Cincinnati
Associate of Applied Science, Computer Programming
TradeGlobal September 2007 - Present
Kohl's Department Stores August 2003 - August 2007
Kohl's Department Stores October 2002 - August 2003
Fidelity Investments June 2001 - January 2002
Fidelity Investments July 1999 - June 2001
Fidelity Investments August 1993 - July 1999
Star Bank, N. A. May 1991 - August 1993
Donnelley Directory January 1990 - February 1991
Donnelley Directory November 1986 - January 1990
Skills
Customer Relations, Call Center, Customer Service, Problem Solving, Operations Management, Process Improvement, Call Centers, Management, Inventory Management, Inventory Control, E-commerce, Customer Satisfaction, Team Building, Sales, Team Leadership, Leadership, Business Analysis, Account Management, Merchandising
Education
Colerain High School
University of Cincinnati
BS, Information Processing Systems
University of Cincinnati
Associate of Applied Science, Computer Programming
Andrew Theobald Andrew Theobald's Fidelity Investments Experience February 2015 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments February 2014 - February 2015
Fidelity Investments July 2013 - January 2014
Lerner, Sampson & Rothfuss October 2012 - June 2013
Red Robin June 2008 - October 2012
The Circumference Group July 2011 - September 2011
World Harvest Church January 2005 - June 2006
Skills
Investment Analysis, Team Leadership, Training & Development, Scheduling, Customer Service, Excel, Microsoft Office, Process Scheduler, Microsoft Excel
Education
University of Cincinnati 2006 — 2011
Bachelor of Arts, Organizational Leadership, 3.6
World Harvest Bible College 2007 — 2008
Fidelity Investments February 2015 - Present
Fidelity Investments February 2014 - February 2015
Fidelity Investments July 2013 - January 2014
Lerner, Sampson & Rothfuss October 2012 - June 2013
Red Robin June 2008 - October 2012
The Circumference Group July 2011 - September 2011
World Harvest Church January 2005 - June 2006
Skills
Investment Analysis, Team Leadership, Training & Development, Scheduling, Customer Service, Excel, Microsoft Office, Process Scheduler, Microsoft Excel
Education
University of Cincinnati 2006 — 2011
Bachelor of Arts, Organizational Leadership, 3.6
World Harvest Bible College 2007 — 2008
Matt Donaworth, CPA Matt Donaworth, CPA's Fidelity Investments Experience August 2007 - December 2007
Job Tax Manager at Plante & Moran, PLLC
Industry Accounting
Experience
Plante & Moran, PLLC September 2008 - Present
Grant Thornton June 2008 - August 2008
Fidelity Investments August 2007 - December 2007
National City Bank 2006 - 2007
Skills
Accounting, Tax, Corporate Tax, FAS109, Financial Reporting, Personal Tax Planning, Corporate Tax Planning, Business Tax Planning, CPA, Tax Preparation
Education
University of Cincinnati 2006 — 2008
BBA, Accounting
Plante & Moran, PLLC September 2008 - Present
Grant Thornton June 2008 - August 2008
Fidelity Investments August 2007 - December 2007
National City Bank 2006 - 2007
Skills
Accounting, Tax, Corporate Tax, FAS109, Financial Reporting, Personal Tax Planning, Corporate Tax Planning, Business Tax Planning, CPA, Tax Preparation
Education
University of Cincinnati 2006 — 2008
BBA, Accounting
Ciara Wilkinson's Fidelity Investments Experience January 2010 - May 2010
Job Laboratory Technician at ALS Laboratory Group
Industry Chemicals
Experience
ALS Laboratory Group May 2010 - Present
Fidelity Investments January 2010 - May 2010
Procter & Gamble October 2006 - December 2008
Parisian, Saks Inc September 2004 - November 2006
Education
University of Cincinnati 2003 — 2010
Bachelors, Chemical Technology
Walnut Hills High School
ALS Laboratory Group May 2010 - Present
Fidelity Investments January 2010 - May 2010
Procter & Gamble October 2006 - December 2008
Parisian, Saks Inc September 2004 - November 2006
Education
University of Cincinnati 2003 — 2010
Bachelors, Chemical Technology
Walnut Hills High School
Christopher Gardner CFP® Christopher Gardner CFP®'s Fidelity Investments Experience November 2012 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments June 2006 - October 2012
Fidelity Investments February 2004 - May 2006
Fidelity Investments January 2001 - January 2004
Education
University of Cincinnati
Fidelity Investments November 2012 - Present
Fidelity Investments June 2006 - October 2012
Fidelity Investments February 2004 - May 2006
Fidelity Investments January 2001 - January 2004
Education
University of Cincinnati
Rick Parmenter, MBA Rick Parmenter, MBA's Fidelity Investments Experience 1993 - 2009
Job Head of Capacity Planning at Nokia
Industry Information Technology and Services
Experience
HERE, a Nokia company March 2010 - Present
Fidelity Investments 1993 - 2009
IBM 1991 - 1993
IBM January 1989 - December 1991
IBM 1983 - 1988
Skills
Vendor Management, Virtualization, Information Technology, Infrastructure, Disaster Recovery, Capacity Planning, Capacity Management, IT Asset Management, Key Performance..., Market Data, Performance Metrics, Statistical Modeling, Data Center, Strategy, Performance Tuning, Management, AIX, Financial Services, IT Operations, IT Strategy, Project Portfolio..., Leadership, Service Delivery, Solaris, Unix, Pre-sales, ITIL
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance, International Business
University of Cincinnati 1979 — 1983
BBA, Information Systems
HERE, a Nokia company March 2010 - Present
Fidelity Investments 1993 - 2009
IBM 1991 - 1993
IBM January 1989 - December 1991
IBM 1983 - 1988
Skills
Vendor Management, Virtualization, Information Technology, Infrastructure, Disaster Recovery, Capacity Planning, Capacity Management, IT Asset Management, Key Performance..., Market Data, Performance Metrics, Statistical Modeling, Data Center, Strategy, Performance Tuning, Management, AIX, Financial Services, IT Operations, IT Strategy, Project Portfolio..., Leadership, Service Delivery, Solaris, Unix, Pre-sales, ITIL
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance, International Business
University of Cincinnati 1979 — 1983
BBA, Information Systems
Linda E Bauer's Fidelity Investments Experience September 1997 - September 2000
Job Vice President, Wealth Manager, helping you navigate life transitions and eliminate investment anxiety
Industry Financial Services
Experience
Viceroy Wealth Counsel May 2010 - Present
Viceroy Wealth Counsel July 2011 - June 2014
Scarlet Oaks Return to Work Resource Center January 2010 - June 2011
Ultimus Fund Solutions, LLC March 2004 - September 2009
Ultimus Fund Solutions, LLC September 2000 - March 2004
Fidelity Investments September 1997 - September 2000
Skills
Training, Strategy, Customer Service, Career Counseling, Public Speaking, Networking, Strategic Planning, Integrity, Fundraising, Problem Solving, Leadership, Small Business, Philanthropy, Connectors, Personable, LinkedIn, Team Building, Coaching, Business Networking, Time Management, Start-ups, Connector, Technical Analysis, Project Planning, Long-term Vision, Resume Writing, Social Media, Marketing, Leadership Development, Communication, Honesty, Policy, Empathetic, Problem Resolution, Consultant, Management, Social Networking, Mentoring
Education
University of Cincinnati
BA, German Studies
Viceroy Wealth Counsel May 2010 - Present
Viceroy Wealth Counsel July 2011 - June 2014
Scarlet Oaks Return to Work Resource Center January 2010 - June 2011
Ultimus Fund Solutions, LLC March 2004 - September 2009
Ultimus Fund Solutions, LLC September 2000 - March 2004
Fidelity Investments September 1997 - September 2000
Skills
Training, Strategy, Customer Service, Career Counseling, Public Speaking, Networking, Strategic Planning, Integrity, Fundraising, Problem Solving, Leadership, Small Business, Philanthropy, Connectors, Personable, LinkedIn, Team Building, Coaching, Business Networking, Time Management, Start-ups, Connector, Technical Analysis, Project Planning, Long-term Vision, Resume Writing, Social Media, Marketing, Leadership Development, Communication, Honesty, Policy, Empathetic, Problem Resolution, Consultant, Management, Social Networking, Mentoring
Education
University of Cincinnati
BA, German Studies
Kenny Sears's Fidelity Investments Experience May 1995 - October 1997
Job Assistant Vice President and Sr. Trust Operations Officer at The Bank of Kentucky
Industry Financial Services
Experience
The Bank of Kentucky April 2011 - Present
Fifth Third Bank October 1997 - May 2011
Fidelity Investments May 1995 - October 1997
Independent Insurance Services October 1985 - May 1997
Skills
Operations Management, Securities, Process Improvement, Customer Relations, Risk Management, Investments, Banking, Management, Financial Analysis, CRM, Customer Service, Financial Services, Portfolio Management, Wealth Management, Leadership
Education
University of Cincinnati 1978 — 1982
BA, Double Major: Marketing, Management
The Bank of Kentucky April 2011 - Present
Fifth Third Bank October 1997 - May 2011
Fidelity Investments May 1995 - October 1997
Independent Insurance Services October 1985 - May 1997
Skills
Operations Management, Securities, Process Improvement, Customer Relations, Risk Management, Investments, Banking, Management, Financial Analysis, CRM, Customer Service, Financial Services, Portfolio Management, Wealth Management, Leadership
Education
University of Cincinnati 1978 — 1982
BA, Double Major: Marketing, Management
Neeraj Purandare's Fidelity Investments Experience June 2015 - Present
Job System Engineering & Automation
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
Anthem May 2013 - June 2015
Level 3 Communications October 2011 - June 2012
Level 3 Communications March 2009 - October 2011
Infosys July 2008 - March 2009
Skills
Java Enterprise Edition, SDLC, Java, Linux, SQL, WebLogic, Database Design, Shell Scripting, PL/SQL, WebSphere, Disaster Recovery, Vendor Management, Troubleshooting, Unix Shell Scripting, Requirements Gathering, Middleware, Performance Tuning, ITIL, Python, Tomcat, Release Management, Process Improvement, Project Management, Product Support, System Administration, Splunk, Wily Introscope, Automation, IT Infrastructure Design, Root Cause Analysis, Capacity Planning, F5 BigIP
Education
University of Cincinnati 2012 — 2013
Master of Science (MS), Information Systems
University of Pune 2004 — 2008
Bachelor's degree, Mechanical Engineering
Fidelity Investments June 2015 - Present
Anthem May 2013 - June 2015
Level 3 Communications October 2011 - June 2012
Level 3 Communications March 2009 - October 2011
Infosys July 2008 - March 2009
Skills
Java Enterprise Edition, SDLC, Java, Linux, SQL, WebLogic, Database Design, Shell Scripting, PL/SQL, WebSphere, Disaster Recovery, Vendor Management, Troubleshooting, Unix Shell Scripting, Requirements Gathering, Middleware, Performance Tuning, ITIL, Python, Tomcat, Release Management, Process Improvement, Project Management, Product Support, System Administration, Splunk, Wily Introscope, Automation, IT Infrastructure Design, Root Cause Analysis, Capacity Planning, F5 BigIP
Education
University of Cincinnati 2012 — 2013
Master of Science (MS), Information Systems
University of Pune 2004 — 2008
Bachelor's degree, Mechanical Engineering
John Zink's Fidelity Investments Experience December 1997 - December 2008
Job Digital Strategy Consultant at Centric Consulting
Industry Management Consulting
Experience
Centric Consulting June 2015 - Present
TIAA-CREF April 2013 - June 2015
The Standard February 2010 - April 2013
Fidelity Investments December 1997 - December 2008
Accenture July 1984 - November 1997
Skills
Business Transformation, Strategic Planning, Business Architecture, Program Management, Leadership, IT Strategy, Technology Solutions, Organizational..., Governance, Process Improvement, Six Sigma, Salesforce.com, Management Consulting
Education
University of Cincinnati 1980 — 1984
BBA
Centric Consulting June 2015 - Present
TIAA-CREF April 2013 - June 2015
The Standard February 2010 - April 2013
Fidelity Investments December 1997 - December 2008
Accenture July 1984 - November 1997
Skills
Business Transformation, Strategic Planning, Business Architecture, Program Management, Leadership, IT Strategy, Technology Solutions, Organizational..., Governance, Process Improvement, Six Sigma, Salesforce.com, Management Consulting
Education
University of Cincinnati 1980 — 1984
BBA
Theresa Pflanz's Fidelity Investments Experience September 2013 - Present
Job Email Channel Operations Manager
Industry Public Relations and Communications
Experience
Fidelity Investments September 2013 - Present
Quality Gold January 2012 - September 2013
Western & Southern Financial Group July 2011 - November 2011
O2 Cincy November 2010 - March 2011
Macy's July 2009 - March 2011
Interact for Change January 2009 - April 2009
American Lung Association June 2008 - October 2008
East Hollister Limited January 2005 - September 2008
Duck Manor Promotions February 2004 - November 2004
Cincinnati Financial Corporation August 2001 - September 2003
Skills
Dreamweaver, Photoshop, HTML, CSS, Social Media, Microsoft Word, PowerPoint, Social Media Marketing, Adobe Creative Suite, Web Design, Advertising, Nonprofits, ExactTarget, Email Analytics, Email Newsletter Design, HTML emails, Email Marketing, Campaign Management, Content Writing, Litmus, Web Content Management, Illustrator, Microsoft Office, Word, Excel, Public Relations, Customer Service, Web Content, Strategic Planning, Copywriting, Digital Copywriting, Facebook, Campaign Strategies, Social Networking, Project Management, Press Releases, Editing, Writing
Education
Cincinnati State Technical and Community College 2011 — 2013
Associate's, Multimedia/Web Design
University of Cincinnati 2003 — 2009
Bachelor's, Communication
Fidelity Investments September 2013 - Present
Quality Gold January 2012 - September 2013
Western & Southern Financial Group July 2011 - November 2011
O2 Cincy November 2010 - March 2011
Macy's July 2009 - March 2011
Interact for Change January 2009 - April 2009
American Lung Association June 2008 - October 2008
East Hollister Limited January 2005 - September 2008
Duck Manor Promotions February 2004 - November 2004
Cincinnati Financial Corporation August 2001 - September 2003
Skills
Dreamweaver, Photoshop, HTML, CSS, Social Media, Microsoft Word, PowerPoint, Social Media Marketing, Adobe Creative Suite, Web Design, Advertising, Nonprofits, ExactTarget, Email Analytics, Email Newsletter Design, HTML emails, Email Marketing, Campaign Management, Content Writing, Litmus, Web Content Management, Illustrator, Microsoft Office, Word, Excel, Public Relations, Customer Service, Web Content, Strategic Planning, Copywriting, Digital Copywriting, Facebook, Campaign Strategies, Social Networking, Project Management, Press Releases, Editing, Writing
Education
Cincinnati State Technical and Community College 2011 — 2013
Associate's, Multimedia/Web Design
University of Cincinnati 2003 — 2009
Bachelor's, Communication
Brian Hodgeman Brian Hodgeman's Fidelity Investments Experience 1998 - 2001
Job Wealth/Risk Management Advisor
Industry Financial Services
Experience
Evergreen Advisors, Inc. January 2015 - Present
HTT Agency January 2006 - Present
Cincinnati Chapter of AAII January 2009 - June 2011
Cincinnati Financial 2001 - 2005
PaineWebber January 2001 - August 2001
Fidelity Investments 1998 - 2001
Fifth Third Bank 1996 - 1998
Skills
CPCU, CLU, Insurance, Property & Casualty..., Life Insurance, Marketing, Small Business, Commercial Insurance, Disability Insurance, Liability, Strategic Financial..., Customer Satisfaction, Umbrella Insurance, Retirement, Commercial Lines, Investments, General Insurance, Fixed Annuities, Inland Marine, Term Life Insurance, Financial Advisory, Whole Life, Casualty, Underwriting, Wealth, Retirement Planning, Homeowners, Legal Liability, Health Insurance, Professional Liability, Long Term Care Insurance, Financial Planning
Education
University of Cincinnati 1992 — 1996
Bachelor's
Evergreen Advisors, Inc. January 2015 - Present
HTT Agency January 2006 - Present
Cincinnati Chapter of AAII January 2009 - June 2011
Cincinnati Financial 2001 - 2005
PaineWebber January 2001 - August 2001
Fidelity Investments 1998 - 2001
Fifth Third Bank 1996 - 1998
Skills
CPCU, CLU, Insurance, Property & Casualty..., Life Insurance, Marketing, Small Business, Commercial Insurance, Disability Insurance, Liability, Strategic Financial..., Customer Satisfaction, Umbrella Insurance, Retirement, Commercial Lines, Investments, General Insurance, Fixed Annuities, Inland Marine, Term Life Insurance, Financial Advisory, Whole Life, Casualty, Underwriting, Wealth, Retirement Planning, Homeowners, Legal Liability, Health Insurance, Professional Liability, Long Term Care Insurance, Financial Planning
Education
University of Cincinnati 1992 — 1996
Bachelor's
Christine Kaylor Christine Kaylor's Fidelity Investments Experience August 1999 - Present
Job
Industry Financial Services
Experience
Fidelity Investments August 1999 - Present
Skills
401k, Mutual Funds, Retirement, Relationship Management, Asset Allocation
Education
University of Cincinnati
Fidelity Investments August 1999 - Present
Skills
401k, Mutual Funds, Retirement, Relationship Management, Asset Allocation
Education
University of Cincinnati
Alex Thinnes's Fidelity Investments Experience November 2006 - January 2008
Job Senior Technology Liaison at MetLife
Industry Financial Services
Experience
MetLife May 2015 - Present
UBS Financial Services Inc. January 2013 - April 2015
Fiserv March 2008 - January 2013
Fidelity Investments November 2006 - January 2008
Education
University of Cincinnati 2001 — 2005
Bachelor's degree, Communications
MetLife May 2015 - Present
UBS Financial Services Inc. January 2013 - April 2015
Fiserv March 2008 - January 2013
Fidelity Investments November 2006 - January 2008
Education
University of Cincinnati 2001 — 2005
Bachelor's degree, Communications
Bradley Roebke's Fidelity Investments Experience July 2012 - August 2014
Job Development Intern at 3CDC
Industry Architecture & Planning
Experience
3CDC May 2015 - Present
University of Cincinnati August 2014 - Present
Fidelity Investments July 2012 - August 2014
Fidelity Investments June 2011 - July 2012
Skills
Urban Planning, Economics, GIS, Equity Trading, Securities, Relationship Management, Retirement Planning, Financial Services, Leadership
Education
University of Cincinnati 2014 — 2016
Master's degree, Community Planning, 3.9/4.0
University of Kentucky 2007 — 2011
Bachelor's degree, Economics, 3.6
3CDC May 2015 - Present
University of Cincinnati August 2014 - Present
Fidelity Investments July 2012 - August 2014
Fidelity Investments June 2011 - July 2012
Skills
Urban Planning, Economics, GIS, Equity Trading, Securities, Relationship Management, Retirement Planning, Financial Services, Leadership
Education
University of Cincinnati 2014 — 2016
Master's degree, Community Planning, 3.9/4.0
University of Kentucky 2007 — 2011
Bachelor's degree, Economics, 3.6
Chris Hille Chris Hille's Fidelity Investments Experience Office AdministratorCLEAR MEASURESSeptember 2014 - March 2015
Job Transaction Processor at Veritude
Industry Financial Services
Experience
Fidelity Investments Office AdministratorCLEAR MEASURESSeptember 2014 - March 2015
Skills
Customer Service, SharePoint, Windows, Microsoft Excel, PowerPoint
Education
University of Cincinnati
Fidelity Investments Office AdministratorCLEAR MEASURESSeptember 2014 - March 2015
Skills
Customer Service, SharePoint, Windows, Microsoft Excel, PowerPoint
Education
University of Cincinnati
Zach Kline Zach Kline's Fidelity Investments Experience April 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Round Bottom Holdings LLC July 2014 - December 2014
Lobsta Bakes of Maine December 2012 - December 2014
American Sign Museum April 2013 - January 2014
Lawn Rangers April 2009 - September 2013
The Sandbar March 2010 - November 2011
Deck Renewal Systems June 2011 - September 2011
Skills
Team Leadership, Marketing, Project Management, Real Estate Development, Commercial Real Estate, Advertising, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing Research, Research, Teamwork
Education
University of Cincinnati 2009 — 2014
Bachelor's Degree, Organizational Leadership
Turpin High School 2005 — 2009
High School Diploma
Fidelity Investments April 2015 - Present
Round Bottom Holdings LLC July 2014 - December 2014
Lobsta Bakes of Maine December 2012 - December 2014
American Sign Museum April 2013 - January 2014
Lawn Rangers April 2009 - September 2013
The Sandbar March 2010 - November 2011
Deck Renewal Systems June 2011 - September 2011
Skills
Team Leadership, Marketing, Project Management, Real Estate Development, Commercial Real Estate, Advertising, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing Research, Research, Teamwork
Education
University of Cincinnati 2009 — 2014
Bachelor's Degree, Organizational Leadership
Turpin High School 2005 — 2009
High School Diploma
Brendan Wiese Brendan Wiese's Fidelity Investments Experience February 2007 - August 2007
Job Experienced Personal Trainer, Traumatic Brain Injury consultant
Industry Health, Wellness and Fitness
Experience
Mercy Health Partners June 2007 - Present
University of Cincinnati March 2009 - August 2010
Fidelity Investments February 2007 - August 2007
Skills
Customer Service, Pilates, Personal Training, Rehabilitation, Fitness, Pilates Reformer, Aquatic Fitness, Strength Training, Public Speaking, Customer Relations, Wellness, Rehabilitation..., Fitness Training, Wellness Coaching, Exercise Physiology, TRX Suspension Training, Exercise Prescription, Sports Nutrition, Injury Prevention, Nutritional Counseling, Weight Management, Cpr Certified, Athletic Training, Health Education, Performance Enhancement, Functional Training, Cardio, Strength, Corrective Exercise, Stretching, Weight Loss Coaching, Nutrition, Coaching, Weight Training, Athletics, Event Planning, CPR Certified
Education
University of Cincinnati 1996 — 2001
BA
Mercy Health Partners June 2007 - Present
University of Cincinnati March 2009 - August 2010
Fidelity Investments February 2007 - August 2007
Skills
Customer Service, Pilates, Personal Training, Rehabilitation, Fitness, Pilates Reformer, Aquatic Fitness, Strength Training, Public Speaking, Customer Relations, Wellness, Rehabilitation..., Fitness Training, Wellness Coaching, Exercise Physiology, TRX Suspension Training, Exercise Prescription, Sports Nutrition, Injury Prevention, Nutritional Counseling, Weight Management, Cpr Certified, Athletic Training, Health Education, Performance Enhancement, Functional Training, Cardio, Strength, Corrective Exercise, Stretching, Weight Loss Coaching, Nutrition, Coaching, Weight Training, Athletics, Event Planning, CPR Certified
Education
University of Cincinnati 1996 — 2001
BA
Angelina Zimmerman Angelina Zimmerman's Fidelity Investments Experience October 2005 - October 2006
Job
Industry Human Resources
Experience
Xerox June 2014 - Present
Pontoon Solutions March 2013 - June 2014
Pinstripe, Inc. May 2011 - February 2013
Verizon Business January 2011 - May 2011
Credit Suisse May 2010 - November 2010
Credit Suisse December 2009 - May 2010
Xerox July 2009 - December 2009
Guilford Mills March 2008 - February 2009
Cisco Systems Inc. October 2006 - March 2008
Fidelity Investments October 2005 - October 2006
Skills
Human Resources, Employee Relations, Temporary Placement, HRIS, Performance Management, Interviews, Employee Engagement, Sourcing, IT Strategy, Recruiting, Niches, Passive Candidate..., Strategic Sourcing, Outsourcing, Social Networking, Social Media, Boolean Searching, Brand Awareness, Vendor Management, Virtual Teams, HR Consulting, Leadership, Search, Organizational..., Process Improvement, Training, Management, Change Management, CRM, Applicant Tracking..., Screening, Talent Management, Screening Resumes, Consulting, Technical Recruiting, Talent Acquisition, Hiring, Networking, PeopleSoft, Internet Recruiting, Onboarding
Education
University of Cincinnati 1992 — 1995
Communications
Greenbrier East High School
Xerox June 2014 - Present
Pontoon Solutions March 2013 - June 2014
Pinstripe, Inc. May 2011 - February 2013
Verizon Business January 2011 - May 2011
Credit Suisse May 2010 - November 2010
Credit Suisse December 2009 - May 2010
Xerox July 2009 - December 2009
Guilford Mills March 2008 - February 2009
Cisco Systems Inc. October 2006 - March 2008
Fidelity Investments October 2005 - October 2006
Skills
Human Resources, Employee Relations, Temporary Placement, HRIS, Performance Management, Interviews, Employee Engagement, Sourcing, IT Strategy, Recruiting, Niches, Passive Candidate..., Strategic Sourcing, Outsourcing, Social Networking, Social Media, Boolean Searching, Brand Awareness, Vendor Management, Virtual Teams, HR Consulting, Leadership, Search, Organizational..., Process Improvement, Training, Management, Change Management, CRM, Applicant Tracking..., Screening, Talent Management, Screening Resumes, Consulting, Technical Recruiting, Talent Acquisition, Hiring, Networking, PeopleSoft, Internet Recruiting, Onboarding
Education
University of Cincinnati 1992 — 1995
Communications
Greenbrier East High School
Ashley Ives Ashley Ives's Fidelity Investments Experience January 2012 - May 2013
Job Regulatory Associate at Technical Resources International, Inc.
Industry Research
Experience
Technical Resources International, Inc. October 2014 - Present
Technical Resources International, Inc. February 2014 - October 2014
Schulman Associates IRB May 2013 - December 2013
Fidelity Investments January 2012 - May 2013
Skills
Microsoft Office, Manage Client..., Training, Program Management
Education
University of Cincinnati
Communication Sciences and Disorders, Cum Laude
Technical Resources International, Inc. October 2014 - Present
Technical Resources International, Inc. February 2014 - October 2014
Schulman Associates IRB May 2013 - December 2013
Fidelity Investments January 2012 - May 2013
Skills
Microsoft Office, Manage Client..., Training, Program Management
Education
University of Cincinnati
Communication Sciences and Disorders, Cum Laude
Cory Mitchell Cory Mitchell's Fidelity Investments Experience April 2015 - Present
Job Investment Sales & Solutions Representative
Industry Investment Management
Experience
Fidelity Investments April 2015 - Present
Fifth Third Bank September 2014 - April 2015
Fifth Third Bank November 2011 - September 2014
HealthWarehouse.com, Inc. 2011 - 2011
Prince of Peace Cincinnati, OH 2010 - 2011
Total Quality Logistics 2009 - 2010
Skills
Customer Service, Banking, Leadership, Sales, Team Building, Microsoft Office, Trust Services, Trusts, Team Leadership, Notary Public, Teaching, Teamwork, Estate Administration, Hold Series 7, Hold series 66
Education
Cannon Financial Institute 2012 — 2014
Fundamentals, Cannon Trust 1 and Cannon Trust 2, Trusts and Estates
University of Cincinnati 2005 — 2009
Bachelor's degree, Education, With a focus in Mathematics, 3.6 Cumulative GPA
Wyoming High School 2002 — 2005
Fidelity Investments April 2015 - Present
Fifth Third Bank September 2014 - April 2015
Fifth Third Bank November 2011 - September 2014
HealthWarehouse.com, Inc. 2011 - 2011
Prince of Peace Cincinnati, OH 2010 - 2011
Total Quality Logistics 2009 - 2010
Skills
Customer Service, Banking, Leadership, Sales, Team Building, Microsoft Office, Trust Services, Trusts, Team Leadership, Notary Public, Teaching, Teamwork, Estate Administration, Hold Series 7, Hold series 66
Education
Cannon Financial Institute 2012 — 2014
Fundamentals, Cannon Trust 1 and Cannon Trust 2, Trusts and Estates
University of Cincinnati 2005 — 2009
Bachelor's degree, Education, With a focus in Mathematics, 3.6 Cumulative GPA
Wyoming High School 2002 — 2005
Vincent J. Bunke Vincent J. Bunke's Fidelity Investments Experience October 2010 - Present
Job at Southern Air
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Convergys November 2009 - September 2010
University of Cincinnati September 2007 - June 2009
University of Cincinnati September 2006 - October 2008
Education
University of Cincinnati 2005 — 2009
B.A., Economics
Fidelity Investments October 2010 - Present
Convergys November 2009 - September 2010
University of Cincinnati September 2007 - June 2009
University of Cincinnati September 2006 - October 2008
Education
University of Cincinnati 2005 — 2009
B.A., Economics
Andrea Chambers Ernst Andrea Chambers Ernst's Fidelity Investments Experience July 2011 - January 2013
Job Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank July 2015 - Present
Touchstone Investments February 2013 - Present
Fidelity Investments July 2011 - January 2013
AXA Advisors, LLC March 2010 - May 2011
Edward Jones June 2009 - February 2010
Education
University of Cincinnati 2004 — 2009
Bachelor of Business Administration
University of Cincinnati College of Business 2004 — 2009
Fifth Third Bank July 2015 - Present
Touchstone Investments February 2013 - Present
Fidelity Investments July 2011 - January 2013
AXA Advisors, LLC March 2010 - May 2011
Edward Jones June 2009 - February 2010
Education
University of Cincinnati 2004 — 2009
Bachelor of Business Administration
University of Cincinnati College of Business 2004 — 2009
Diane Barron Diane Barron's Fidelity Investments Experience October 1995 - May 2003
Job Financial Services Consultant and Professional
Industry Financial Services
Experience
Merrill Lynch August 2007 - December 2008
Raymond James & Assoc., Inc. January 2006 - July 2007
US Bank May 2003 - July 2006
Fidelity Investments October 1995 - May 2003
Thriftway Food and Drug/Winn Dixie February 1973 - October 1995
Education
University of Cincinnati 1978 — 1995
Bachelor of Science, Business Administration
Merrill Lynch August 2007 - December 2008
Raymond James & Assoc., Inc. January 2006 - July 2007
US Bank May 2003 - July 2006
Fidelity Investments October 1995 - May 2003
Thriftway Food and Drug/Winn Dixie February 1973 - October 1995
Education
University of Cincinnati 1978 — 1995
Bachelor of Science, Business Administration
Christopher Hatcher Christopher Hatcher's Fidelity Investments Experience 1993 - 1997
Job Vice President Business Development at American Business Lending
Industry Banking
Experience
American Business Lending, Inc. July 2015 - Present
Fifth Third Bank February 2012 - June 2015
First Financial Bank November 2009 - February 2012
US Bank June 2003 - January 2009
Fifth Third Bank July 1999 - June 2003
Fidelity Investments 1993 - 1997
Skills
Banking, Loans, Management, Commercial Banking, Finance, Retail Banking, Lines Of Credit, Credit, Business Development, Sales, Small Business Lending, Underwriting, Mortgage Lending, Loan Origination, Portfolio Management, Commercial Lending, Customer Service, Credit Analysis, Cross Selling, Wealth Management, Consumer Lending, Mortgage Banking
Education
Xavier University 1993 — 1997
M.B.A., Business, Marketing
University of Cincinnati 1985 — 1990
B.B.A., Business, Marketing
Hudson High School
American Business Lending, Inc. July 2015 - Present
Fifth Third Bank February 2012 - June 2015
First Financial Bank November 2009 - February 2012
US Bank June 2003 - January 2009
Fifth Third Bank July 1999 - June 2003
Fidelity Investments 1993 - 1997
Skills
Banking, Loans, Management, Commercial Banking, Finance, Retail Banking, Lines Of Credit, Credit, Business Development, Sales, Small Business Lending, Underwriting, Mortgage Lending, Loan Origination, Portfolio Management, Commercial Lending, Customer Service, Credit Analysis, Cross Selling, Wealth Management, Consumer Lending, Mortgage Banking
Education
Xavier University 1993 — 1997
M.B.A., Business, Marketing
University of Cincinnati 1985 — 1990
B.B.A., Business, Marketing
Hudson High School
Laurie Bishop's Fidelity Investments Experience May 2006 - August 2006
Job Research SAS Programmer at Cincinnati Children's Hospital Medical Center
Industry Research
Experience
Cincinnati Children's Hospital Medical Center March 2012 - Present
Medpace September 2007 - April 2012
Fifth Third Bank August 2006 - September 2007
Fidelity Investments May 2006 - August 2006
University of Cincinnati September 2002 - June 2006
Cincinnati State September 2002 - June 2006
Skills
Microsoft Office, SAS, SQL, Visual Basic, HTML, Adobe Acrobat, Data Analysis, Analysis, Data Management, Customer Service, Databases, Clinical Trials, Quality Assurance, EDC, SAS programming, GCP, Management, Program Management, Clinical Research, Access, Statistics, Project Management
Education
University of Cincinnati 1999 — 2001
M.S., Mathematics
University of Cincinnati 1991 — 1997
B.A., Mathematics
Walnut Hills 1985 — 1991
Cincinnati Children's Hospital Medical Center March 2012 - Present
Medpace September 2007 - April 2012
Fifth Third Bank August 2006 - September 2007
Fidelity Investments May 2006 - August 2006
University of Cincinnati September 2002 - June 2006
Cincinnati State September 2002 - June 2006
Skills
Microsoft Office, SAS, SQL, Visual Basic, HTML, Adobe Acrobat, Data Analysis, Analysis, Data Management, Customer Service, Databases, Clinical Trials, Quality Assurance, EDC, SAS programming, GCP, Management, Program Management, Clinical Research, Access, Statistics, Project Management
Education
University of Cincinnati 1999 — 2001
M.S., Mathematics
University of Cincinnati 1991 — 1997
B.A., Mathematics
Walnut Hills 1985 — 1991
Brad Janssen's Fidelity Investments Experience November 1999 - Present
Job Managing Director, Client Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1999 - Present
Renaissance Investment Managment June 1994 - November 1999
Skills
Investments, 401k, Employee Benefits, Series 7, Portfolio Management, Mutual Funds, Series 63, Retirement, Retirement Planning, Management, Financial Services, Asset Allocation, Securities, CRM, Series 6
Education
Xavier University 1997 — 1999
MBA, General
University of Cincinnati 1987 — 1991
Bachelor of Arts, Economics
Fidelity Investments November 1999 - Present
Renaissance Investment Managment June 1994 - November 1999
Skills
Investments, 401k, Employee Benefits, Series 7, Portfolio Management, Mutual Funds, Series 63, Retirement, Retirement Planning, Management, Financial Services, Asset Allocation, Securities, CRM, Series 6
Education
Xavier University 1997 — 1999
MBA, General
University of Cincinnati 1987 — 1991
Bachelor of Arts, Economics
Angie Bloom's Fidelity Investments Experience August 1995 - Present
Job Regional Consultant
Industry Financial Services
Experience
Fidelity Investments August 1995 - Present
Education
University of Cincinnati 1990 — 1995
Bachelor's Degree
Fidelity Investments August 1995 - Present
Education
University of Cincinnati 1990 — 1995
Bachelor's Degree
Jeff Overberg's Fidelity Investments Experience 1992 - 2000
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
Carol Walker's Fidelity Investments Experience October 2014 - Present
Job Director, Human Resources at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments October 2014 - Present
Time Warner Cable March 2009 - June 2014
Time Warner Cable April 2005 - February 2009
Time Warner Cable 1999 - 2005
Skills
Employee Relations, Onboarding, Workers Compensation, Recruiting, Deferred Compensation, Human Resources, Employee Benefits, Interviews, New Hire Orientations, Training, Sourcing, Coaching, Leadership, Temporary Placement, Job Descriptions, FMLA, HRIS, Compensation & Benefit
Education
Xavier University
Certificate, Human Resources Management
University of Cincinnati 1999 — 2002
Master of Arts (M.A.), Labor and Employee Relations
Xavier University - School of Business Administration 1990 — 1994
Human Resources Management
Fidelity Investments October 2014 - Present
Time Warner Cable March 2009 - June 2014
Time Warner Cable April 2005 - February 2009
Time Warner Cable 1999 - 2005
Skills
Employee Relations, Onboarding, Workers Compensation, Recruiting, Deferred Compensation, Human Resources, Employee Benefits, Interviews, New Hire Orientations, Training, Sourcing, Coaching, Leadership, Temporary Placement, Job Descriptions, FMLA, HRIS, Compensation & Benefit
Education
Xavier University
Certificate, Human Resources Management
University of Cincinnati 1999 — 2002
Master of Arts (M.A.), Labor and Employee Relations
Xavier University - School of Business Administration 1990 — 1994
Human Resources Management
Bill Knueven's Fidelity Investments Experience 1996 - 1996
Job Regional Sales US Fabrics Inc
Industry Construction
Experience
No Factors LLC June 2013 - Present
US Fabrics Inc November 2004 - Present
Newcastle North America September 2003 - October 2004
Carthage Mills August 1997 - August 2003
Fidelity Investments 1996 - 1996
Skills
Sales, Online Advertising, Customer Service, SEO, Account Management, Contract Negotiation, Retail, Management, New Business Development, Negotiation, Sales Management, Marketing Strategy, Team Building, Crisis Management, Marketing, Strategic Planning, Business Development
Education
University of Cincinnati
BA, English Literature
No Factors LLC June 2013 - Present
US Fabrics Inc November 2004 - Present
Newcastle North America September 2003 - October 2004
Carthage Mills August 1997 - August 2003
Fidelity Investments 1996 - 1996
Skills
Sales, Online Advertising, Customer Service, SEO, Account Management, Contract Negotiation, Retail, Management, New Business Development, Negotiation, Sales Management, Marketing Strategy, Team Building, Crisis Management, Marketing, Strategic Planning, Business Development
Education
University of Cincinnati
BA, English Literature
Amy Wainio's Fidelity Investments Experience January 2000 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2000 - Present
Skills
Retirement, Risk Management, Financial Services, Leadership, Process Improvement
Education
University of Cincinnati 1995 — 1998
J.D.
Fidelity Investments January 2000 - Present
Skills
Retirement, Risk Management, Financial Services, Leadership, Process Improvement
Education
University of Cincinnati 1995 — 1998
J.D.
Brett Sova's Fidelity Investments Experience October 2014 - Present
Job eLearning and Online Research Manager at Fidelity Investments
Industry E-Learning
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments February 2004 - October 2014
Photonics Graphics Inc. 2002 - 2003
Skills
Flash, Dreamweaver, Captivate, After Effects, Illustrator, Photoshop, Lectora, Blended Learning, Learning Management, Instructional Design, E-Learning, Vendor Management, Project Management, Process Improvement, Training Delivery, Financial Services, E-Learning Consulting, Adult Learning..., Mobile Learning, Communication, Designing, Graphic Design, Digital Designs, Marketing, Training
Education
University of Cincinnati College of Business 2005 — 2007
MBA, Business
University of Cincinnati 1998 — 2003
BS, Digital Design
Fidelity Investments October 2014 - Present
Fidelity Investments February 2004 - October 2014
Photonics Graphics Inc. 2002 - 2003
Skills
Flash, Dreamweaver, Captivate, After Effects, Illustrator, Photoshop, Lectora, Blended Learning, Learning Management, Instructional Design, E-Learning, Vendor Management, Project Management, Process Improvement, Training Delivery, Financial Services, E-Learning Consulting, Adult Learning..., Mobile Learning, Communication, Designing, Graphic Design, Digital Designs, Marketing, Training
Education
University of Cincinnati College of Business 2005 — 2007
MBA, Business
University of Cincinnati 1998 — 2003
BS, Digital Design
Brad Lambers's Fidelity Investments Experience 2004 - 2006
Job Data Analytics / Technology Project Manager
Industry Financial Services
Experience
Touchstone Investments March 2015 - Present
Touchstone Investments December 2006 - March 2015
Touchstone Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Sherwin-Williams Paints June 2000 - September 2004
Education
University of Cincinnati 1995 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Touchstone Investments March 2015 - Present
Touchstone Investments December 2006 - March 2015
Touchstone Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Sherwin-Williams Paints June 2000 - September 2004
Education
University of Cincinnati 1995 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Adrienne Schroder's Fidelity Investments Experience 1998 - 1999
Job Client Service Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 1999 - Present
Fidelity Investments 1998 - 1999
Education
University of Cincinnati 1994 — 1996
Ameriprise Financial November 1999 - Present
Fidelity Investments 1998 - 1999
Education
University of Cincinnati 1994 — 1996
Vicki Friend's Fidelity Investments Experience December 1987 - July 2008
Job Human Resources Manager at Formica Corporation
Industry Human Resources
Experience
Formica Corporation July 2012 - Present
Voith Industrial Services July 2010 - February 2012
HR 1987 - 2012
Western & Southern Financial Group January 2009 - June 2010
Fidelity Investments December 1987 - July 2008
Skills
Employee Engagement, Performance Management, Management Development, Succession Planning, Coaching, Leadership Development, Personnel Management, Human Resources, Process Improvement, Onboarding, Employee Relations, Employee Benefits, Leadership, Talent Management, Policy, Talent Acquisition, Benefits Administration, Management, Deferred Compensation, Interviews, HRIS, Labor Relations, Recruiting, FMLA, New Hire Orientations, Organizational...
Education
University of Cincinnati
Bachelor's degree, Personnel and Industrial Relations
Formica Corporation July 2012 - Present
Voith Industrial Services July 2010 - February 2012
HR 1987 - 2012
Western & Southern Financial Group January 2009 - June 2010
Fidelity Investments December 1987 - July 2008
Skills
Employee Engagement, Performance Management, Management Development, Succession Planning, Coaching, Leadership Development, Personnel Management, Human Resources, Process Improvement, Onboarding, Employee Relations, Employee Benefits, Leadership, Talent Management, Policy, Talent Acquisition, Benefits Administration, Management, Deferred Compensation, Interviews, HRIS, Labor Relations, Recruiting, FMLA, New Hire Orientations, Organizational...
Education
University of Cincinnati
Bachelor's degree, Personnel and Industrial Relations
Anna Dinovo Schumacher's Fidelity Investments Experience June 1996 - October 2001
Job Trainer at Paycor Inc.
Industry Outsourcing/Offshoring
Experience
Paycor Inc. January 2003 - Present
Fidelity Investments June 1996 - October 2001
Cintas Corporation September 1981 - June 1996
Skills
HRIS, Employee Benefits, Payroll, Recruiting, Human Resources
Education
University of Cincinnati 1978 — 1981
BA, Business
Paycor Inc. January 2003 - Present
Fidelity Investments June 1996 - October 2001
Cintas Corporation September 1981 - June 1996
Skills
HRIS, Employee Benefits, Payroll, Recruiting, Human Resources
Education
University of Cincinnati 1978 — 1981
BA, Business
Dean Gallo's Fidelity Investments Experience 1994 - 2000
Job Director of Business Development at LOTH
Industry Facilities Services
Experience
LOTH May 2004 - Present
Fidelity Investments 1994 - 2000
Skills
Transportation, Marketing, Contract Negotiation, Sales, Business Development, Collaborative..., Strategic Planning, New Business Development, Leadership, Team Leadership, Analysis, Sales Process, Account Management, Recruiting, Networking, Direct Sales, Team Building, Sales Management
Education
University of Cincinnati 1989 — 1994
BA, Communication
LOTH May 2004 - Present
Fidelity Investments 1994 - 2000
Skills
Transportation, Marketing, Contract Negotiation, Sales, Business Development, Collaborative..., Strategic Planning, New Business Development, Leadership, Team Leadership, Analysis, Sales Process, Account Management, Recruiting, Networking, Direct Sales, Team Building, Sales Management
Education
University of Cincinnati 1989 — 1994
BA, Communication
Bruce Rocklin's Fidelity Investments Experience August 1997 - August 2009
Job Sr. Java 5 Software Developer
Industry Financial Services
Experience
Fifth Third Bancorp October 2009 - Present
Fidelity Investments August 1997 - August 2009
Lexis-Nexis March 1994 - August 1997
Mercantile Stores September 1989 - March 1994
Skills
SDLC, Web Services, Microsoft SQL Server, Eclipse, JSP, Unix, Java, Software Development
Education
Wright State University 1986 — 1990
Attended Masters Program, Computer Science
University of Cincinnati 1974 — 1978
BBA, Marketing and Accounting
Fifth Third Bancorp October 2009 - Present
Fidelity Investments August 1997 - August 2009
Lexis-Nexis March 1994 - August 1997
Mercantile Stores September 1989 - March 1994
Skills
SDLC, Web Services, Microsoft SQL Server, Eclipse, JSP, Unix, Java, Software Development
Education
Wright State University 1986 — 1990
Attended Masters Program, Computer Science
University of Cincinnati 1974 — 1978
BBA, Marketing and Accounting
Scott Keller, CFA's Fidelity Investments Experience 1989 - 1996
Job Investment Management. Analysis. Planning. Problem Solving.
Industry Investment Management
Experience
Ameritas Investment Partners 2006 - 2014
Ameritas Investment Partners 2000 - 2006
Union Central Life Insurance Company 1996 - 2000
Fidelity Investments 1989 - 1996
Education
University of Cincinnati
BBA Finance and Real Estate
Ameritas Investment Partners 2006 - 2014
Ameritas Investment Partners 2000 - 2006
Union Central Life Insurance Company 1996 - 2000
Fidelity Investments 1989 - 1996
Education
University of Cincinnati
BBA Finance and Real Estate
Jason Boehm's Fidelity Investments Experience May 2007 - May 2008
Job PC Tech at Pomeroy
Industry Computer Software
Experience
Pomeroy January 2012 - Present
Pomeroy IT Solutions January 2009 - February 2012
Fidelity Investments May 2007 - May 2008
US Bank December 2003 - May 2007
Coney Island March 1999 - September 2004
Skills
PHP, CSS, JavaScript, Web Development, MySQL, Linux, Python, Access, Social Media, Hacking, Windows 3.1, DOS commands, Operating Systems, System Administration, Active Directory
Education
University of Cincinnati 2001 — 2002
Glen Este 1998 — 2001
Pomeroy January 2012 - Present
Pomeroy IT Solutions January 2009 - February 2012
Fidelity Investments May 2007 - May 2008
US Bank December 2003 - May 2007
Coney Island March 1999 - September 2004
Skills
PHP, CSS, JavaScript, Web Development, MySQL, Linux, Python, Access, Social Media, Hacking, Windows 3.1, DOS commands, Operating Systems, System Administration, Active Directory
Education
University of Cincinnati 2001 — 2002
Glen Este 1998 — 2001
Vince Albers's Fidelity Investments Experience 1998 - 2006
Job Manager at Ward Group
Industry Insurance
Experience
Ward Group April 2015 - Present
Ward Group April 2006 - Present
Ward Group April 2006 - Present
Fidelity Investments 1998 - 2006
Skills
Insurance, Customer Relations, Mentoring, Coaching, Client Communications, Benchmarking, Data Analysis, Sales, Sales Management, Survey Design, Forecasting, Process Improvement
Education
Xavier University 2000 — 2003
MBA, Business
University of Cincinnati 1992 — 1997
BFA, Electronic Media
Reading Jr/Sr High 1988 — 1992
Ward Group April 2015 - Present
Ward Group April 2006 - Present
Ward Group April 2006 - Present
Fidelity Investments 1998 - 2006
Skills
Insurance, Customer Relations, Mentoring, Coaching, Client Communications, Benchmarking, Data Analysis, Sales, Sales Management, Survey Design, Forecasting, Process Improvement
Education
Xavier University 2000 — 2003
MBA, Business
University of Cincinnati 1992 — 1997
BFA, Electronic Media
Reading Jr/Sr High 1988 — 1992
Chandler Groves's Fidelity Investments Experience August 2009 - Present
Job Workplace Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments August 2009 - Present
Education
University of Cincinnati 2002 — 2008
Bachelor of Arts, Business Economics
Fidelity Investments August 2009 - Present
Education
University of Cincinnati 2002 — 2008
Bachelor of Arts, Business Economics
Ryan Mezger's Fidelity Investments Experience January 2002 - September 2009
Job Web Developer at Construction Software Technologies
Industry Computer Software
Experience
Construction Software Technologies September 2009 - Present
Fidelity Investments January 2002 - September 2009
Fidelity Investments January 2001 - January 2002
Southwest Financial Services January 2000 - January 2001
LexisNexis January 1998 - January 2000
The InterAD Group January 1996 - January 1998
Education
University of Cincinnati 1995 — 1999
Bachelor of Science, Computer Science
Construction Software Technologies September 2009 - Present
Fidelity Investments January 2002 - September 2009
Fidelity Investments January 2001 - January 2002
Southwest Financial Services January 2000 - January 2001
LexisNexis January 1998 - January 2000
The InterAD Group January 1996 - January 1998
Education
University of Cincinnati 1995 — 1999
Bachelor of Science, Computer Science
Bob Herdeman's Fidelity Investments Experience March 2007 - February 2009
Job Senior Program Manager at HarvestMark, Inc.
Industry Consumer Goods
Experience
HarvestMark, Inc. December 2009 - Present
Fresh Tech Solutions April 2009 - December 2009
Fidelity Investments March 2007 - February 2009
Castellini/Club Chef LLC December 1999 - March 2007
Chiquita Brands June 1988 - December 1999
Chiquita 1989 - 1999
Chiquita Fresh NA 1988 - 1999
Procter & Gamble June 1976 - June 1988
Skills
Marketing Strategy, Product Development, Quality Assurance, Product Management, Project Management, Logistics, Program Management, Supply Chain, Continuous Improvement, Six Sigma, Management, Cross-functional Team..., Quality Management, Manufacturing, Supply Chain Management
Education
Xavier University 1977 — 1980
Masters, Business Administration
University of Cincinnati 1971 — 1976
Bachelor of Science, Chemical Engineering
HarvestMark, Inc. December 2009 - Present
Fresh Tech Solutions April 2009 - December 2009
Fidelity Investments March 2007 - February 2009
Castellini/Club Chef LLC December 1999 - March 2007
Chiquita Brands June 1988 - December 1999
Chiquita 1989 - 1999
Chiquita Fresh NA 1988 - 1999
Procter & Gamble June 1976 - June 1988
Skills
Marketing Strategy, Product Development, Quality Assurance, Product Management, Project Management, Logistics, Program Management, Supply Chain, Continuous Improvement, Six Sigma, Management, Cross-functional Team..., Quality Management, Manufacturing, Supply Chain Management
Education
Xavier University 1977 — 1980
Masters, Business Administration
University of Cincinnati 1971 — 1976
Bachelor of Science, Chemical Engineering
Catina Derkson's Fidelity Investments Experience December 1997 - Present
Job Sr. Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1997 - Present
Education
University of Cincinnati 1992 — 1993
Fidelity Investments December 1997 - Present
Education
University of Cincinnati 1992 — 1993
Chrysann Wallace's Fidelity Investments Experience October 2006 - February 2009
Job Design Development at Kao USA inc.
Industry Printing
Experience
Kao USA Inc. October 2009 - Present
Fidelity Investments October 2006 - February 2009
Fidelity Investments July 2004 - October 2006
Skills
Packaging, Process Improvement, Adobe Acrobat, Marketing Strategy, Pre-press, Marketing Communications, Consumer Products, Brand Development, Marketing, Product Development, Cross-functional Team..., Direct Mail, Creative Direction, Customer Service, Color Management, Project Management
Education
University of Cincinnati 2000 — 2003
Bachelor of Arts, Communication
University of Cincinnati 1998 — 2000
Associates, Liberal Arts
Kao USA Inc. October 2009 - Present
Fidelity Investments October 2006 - February 2009
Fidelity Investments July 2004 - October 2006
Skills
Packaging, Process Improvement, Adobe Acrobat, Marketing Strategy, Pre-press, Marketing Communications, Consumer Products, Brand Development, Marketing, Product Development, Cross-functional Team..., Direct Mail, Creative Direction, Customer Service, Color Management, Project Management
Education
University of Cincinnati 2000 — 2003
Bachelor of Arts, Communication
University of Cincinnati 1998 — 2000
Associates, Liberal Arts
Elaine Constable's Fidelity Investments Experience December 2006 - February 2009
Job Senior Materials Planner at Robert Bosch Automotive Steering, LLC
Industry Consumer Goods
Experience
Robert Bosch Automotive Steering, LLC November 2009 - Present
Fidelity Investments December 2006 - February 2009
Fidelity Investments March 2004 - December 2006
Fidelity Investments July 1999 - March 2004
Gibson Greetings, INC January 1997 - July 1999
Gibson Greetings, INC October 1992 - January 1997
Skills
Cross-functional Team..., Forecasting, Process Improvement, Program Management, Management, Manufacturing, Product Management, Leadership, Budgets, Project Management, Supply Chain Management, Strategic Planning, Customer Service, Continuous Improvement, Product Development, Vendor Management, Strategy, PowerPoint
Education
Wilmington College 1990 — 1993
Bachelor of Arts, Business Management
University of Cincinnati 1980 — 1983
Associate of Arts, Business Administration
Robert Bosch Automotive Steering, LLC November 2009 - Present
Fidelity Investments December 2006 - February 2009
Fidelity Investments March 2004 - December 2006
Fidelity Investments July 1999 - March 2004
Gibson Greetings, INC January 1997 - July 1999
Gibson Greetings, INC October 1992 - January 1997
Skills
Cross-functional Team..., Forecasting, Process Improvement, Program Management, Management, Manufacturing, Product Management, Leadership, Budgets, Project Management, Supply Chain Management, Strategic Planning, Customer Service, Continuous Improvement, Product Development, Vendor Management, Strategy, PowerPoint
Education
Wilmington College 1990 — 1993
Bachelor of Arts, Business Management
University of Cincinnati 1980 — 1983
Associate of Arts, Business Administration
Mark Kohus's Fidelity Investments Experience March 2015 - Present
Job Senior Vice President, Group Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments January 2011 - March 2015
Fidelity Investments February 2007 - January 2011
Fidelity Investments August 2005 - February 2007
Fidelity Investments January 2000 - August 2005
Fidelity Investments December 1998 - January 2000
Fidelity Investments November 1997 - December 1998
Skills
Financial Services, 401k, Process Improvement, Mutual Funds, Business Analysis, Employee Benefits, Retirement, Leadership, Business Process..., CRM, Requirements Gathering, Program Management, Project Management, Series 63, Series 7, Management, Requirements Analysis, Change Management
Education
University of Cincinnati 1990 — 1994
BS, Criminal Justice
Fidelity Investments March 2015 - Present
Fidelity Investments January 2011 - March 2015
Fidelity Investments February 2007 - January 2011
Fidelity Investments August 2005 - February 2007
Fidelity Investments January 2000 - August 2005
Fidelity Investments December 1998 - January 2000
Fidelity Investments November 1997 - December 1998
Skills
Financial Services, 401k, Process Improvement, Mutual Funds, Business Analysis, Employee Benefits, Retirement, Leadership, Business Process..., CRM, Requirements Gathering, Program Management, Project Management, Series 63, Series 7, Management, Requirements Analysis, Change Management
Education
University of Cincinnati 1990 — 1994
BS, Criminal Justice
Paul Bhe, CFP®'s Fidelity Investments Experience October 2010 - Present
Job Workplace Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Fidelity Investments December 1998 - May 2010
Fidelity Investments April 1998 - November 1998
Fidelity Investments February 1996 - April 1998
Fidelity Investments November 1994 - February 1996
Fidelity Investments November 1993 - November 1994
Fidelity Investments January 1993 - November 1993
Skills
Series 63, Series 7, Series 65
Education
College for Financial Planning
University of Cincinnati
BA, Economics
Fidelity Investments October 2010 - Present
Fidelity Investments December 1998 - May 2010
Fidelity Investments April 1998 - November 1998
Fidelity Investments February 1996 - April 1998
Fidelity Investments November 1994 - February 1996
Fidelity Investments November 1993 - November 1994
Fidelity Investments January 1993 - November 1993
Skills
Series 63, Series 7, Series 65
Education
College for Financial Planning
University of Cincinnati
BA, Economics
Judith Chambers-Smith's Fidelity Investments Experience 2005 - 2010
Job Experienced benefits professional seeking a new opportunity to build relationships and enhance peoples lives.
Industry Human Resources
Experience
Liberty Mutual Insurance 2014 - Present
WellPoint/Anthem Blue Cross Blue Shield 2012 - 2014
Farmers Insurance 2011 - 2012
Fidelity Investments 2005 - 2010
Avon Products, Inc 2000 - 2004
MarketVision Research, Inc 1994 - 1999
MarketVision Research, Inc 1994 - 1999
Skills
Sales Management, Market Research..., Financial Advisory, Retirement, Investments, Policy, Mutual Funds, Insurance, Fixed Annuities, Leadership, Cold Calling, Sales, Account Management, Life Insurance, Training, Market Research, Call Center..., Customer Retention, Customer Satisfaction, Customer Service, Management, Strategic Planning, Team Building, Marketing, Coaching, Time Management, Employee Benefits, Microsoft Office, Recruiting, Small Business, Public Speaking, Marketing Strategy
Education
University of Cincinnati
B.A., Communication Arts
Liberty Mutual Insurance 2014 - Present
WellPoint/Anthem Blue Cross Blue Shield 2012 - 2014
Farmers Insurance 2011 - 2012
Fidelity Investments 2005 - 2010
Avon Products, Inc 2000 - 2004
MarketVision Research, Inc 1994 - 1999
MarketVision Research, Inc 1994 - 1999
Skills
Sales Management, Market Research..., Financial Advisory, Retirement, Investments, Policy, Mutual Funds, Insurance, Fixed Annuities, Leadership, Cold Calling, Sales, Account Management, Life Insurance, Training, Market Research, Call Center..., Customer Retention, Customer Satisfaction, Customer Service, Management, Strategic Planning, Team Building, Marketing, Coaching, Time Management, Employee Benefits, Microsoft Office, Recruiting, Small Business, Public Speaking, Marketing Strategy
Education
University of Cincinnati
B.A., Communication Arts
Alexander Steckl's Fidelity Investments Experience July 2014 - Present
Job Manager Service Trading at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments October 2012 - July 2014
Fidelity Investments August 2010 - October 2012
Skills
Trading, Mutual Funds, Equities, Brokerage, Fixed Income, Investments, Financial Services
Education
University of Cincinnati 2006 — 2010
Bachelor's degree, Economics
Fidelity Investments July 2014 - Present
Fidelity Investments October 2012 - July 2014
Fidelity Investments August 2010 - October 2012
Skills
Trading, Mutual Funds, Equities, Brokerage, Fixed Income, Investments, Financial Services
Education
University of Cincinnati 2006 — 2010
Bachelor's degree, Economics
Chris Morman's Fidelity Investments Experience January 2012 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Oak Hills High School January 2006 - Present
J.P. Morgan October 2010 - December 2011
J.P. Morgan December 2009 - October 2010
JP Morgan September 2005 - December 2009
Skills
Coaching, Data Analysis, Capacity Planning, Management, Microsoft Excel, Fund Accounting, Transfer Agency, Financial Analysis, Leadership, Mutual Funds, Finance, Investments, PowerPoint, Process Improvement
Education
University of Cincinnati 2001 — 2005
BBA, Finance
Fidelity Investments January 2012 - Present
Oak Hills High School January 2006 - Present
J.P. Morgan October 2010 - December 2011
J.P. Morgan December 2009 - October 2010
JP Morgan September 2005 - December 2009
Skills
Coaching, Data Analysis, Capacity Planning, Management, Microsoft Excel, Fund Accounting, Transfer Agency, Financial Analysis, Leadership, Mutual Funds, Finance, Investments, PowerPoint, Process Improvement
Education
University of Cincinnati 2001 — 2005
BBA, Finance
Kathleen Busemeyer's Fidelity Investments Experience September 2006 - June 2009
Job Business Services Representative at Ohio Means Jobs CincinnatiHamilton County
Industry Nonprofit Organization Management
Experience
Hamilton County Super Jobs Center July 2012 - Present
Ohio Means Jobs Cincinnati-Hamilton County July 2012 - Present
The Home Ownership Center of Greater Cincinnati, Inc February 2011 - July 2012
Western Hills Job Search Satellite Group July 2010 - February 2011
Fidelity Investments September 2006 - June 2009
The Cincinnati Enquirer 1996 - 2006
Clark Metro Development Corp 1988 - 1993
Skills
Leadership, Customer Service, Recruiting, Public Speaking, Team Building, Sales, Coaching, Training, Leadership Development, Event Planning, Microsoft Word, Fundraising, B2B, Advertising, Nonprofits, Marketing Communications, Management, Employee Benefits, Public Relations, Strategic Planning, Cold Calling, Account Management, Social Media, Time Management, Marketing, Social Networking, Small Business, Employee Relations, Administration, Sales Management, New Business Development, Microsoft Office, Customer Satisfaction, Team Leadership, Customer Retention, Human Resources
Education
University of Cincinnati
B.S., Urban Admin. Health Admin.
University of Cincinnati College of DAAP
Bachelor's Degree
Hamilton County Super Jobs Center July 2012 - Present
Ohio Means Jobs Cincinnati-Hamilton County July 2012 - Present
The Home Ownership Center of Greater Cincinnati, Inc February 2011 - July 2012
Western Hills Job Search Satellite Group July 2010 - February 2011
Fidelity Investments September 2006 - June 2009
The Cincinnati Enquirer 1996 - 2006
Clark Metro Development Corp 1988 - 1993
Skills
Leadership, Customer Service, Recruiting, Public Speaking, Team Building, Sales, Coaching, Training, Leadership Development, Event Planning, Microsoft Word, Fundraising, B2B, Advertising, Nonprofits, Marketing Communications, Management, Employee Benefits, Public Relations, Strategic Planning, Cold Calling, Account Management, Social Media, Time Management, Marketing, Social Networking, Small Business, Employee Relations, Administration, Sales Management, New Business Development, Microsoft Office, Customer Satisfaction, Team Leadership, Customer Retention, Human Resources
Education
University of Cincinnati
B.S., Urban Admin. Health Admin.
University of Cincinnati College of DAAP
Bachelor's Degree
Bill Hennessey's Fidelity Investments Experience 1997 - 2005
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
Melissa Eichhold's Fidelity Investments Experience December 2010 - March 2011
Job Marketing Assistant at AQT Enterprises
Industry Information Technology and Services
Experience
AQT Enterprises September 2015 - Present
Express Scripts March 2015 - Present
St Louis Metro Call-A-Ride November 2014 - January 2015
American Water August 2013 - February 2014
American Water May 2013 - July 2013
USDA November 2012 - March 2013
Washington University in St. Louis March 2012 - July 2012
Hager Companies August 2011 - February 2012
Fidelity Investments December 2010 - March 2011
Lawriter April 2006 - September 2009
Skills
Illustrator, Graphic Design, Microsoft Office, SEO, SAP, Data Entry, Excel, Windows, Photoshop, InDesign, Adobe Creative Suite, HTML, PowerPoint, Word, Editing
Education
University of Cincinnati 2000 — 2005
BS, Fine Arts
AQT Enterprises September 2015 - Present
Express Scripts March 2015 - Present
St Louis Metro Call-A-Ride November 2014 - January 2015
American Water August 2013 - February 2014
American Water May 2013 - July 2013
USDA November 2012 - March 2013
Washington University in St. Louis March 2012 - July 2012
Hager Companies August 2011 - February 2012
Fidelity Investments December 2010 - March 2011
Lawriter April 2006 - September 2009
Skills
Illustrator, Graphic Design, Microsoft Office, SEO, SAP, Data Entry, Excel, Windows, Photoshop, InDesign, Adobe Creative Suite, HTML, PowerPoint, Word, Editing
Education
University of Cincinnati 2000 — 2005
BS, Fine Arts
Benjamin Zureick's Fidelity Investments Experience October 2011 - Present
Job Workplace Guidance Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Cincinnati Bell Technology Solutions March 2009 - June 2011
Sprint Nextel July 2007 - August 2009
American Eagle Outfitters May 2005 - August 2007
Education
University of Cincinnati 2003 — 2011
Bachelor of Business Administration, Marketing
Fidelity Investments October 2011 - Present
Cincinnati Bell Technology Solutions March 2009 - June 2011
Sprint Nextel July 2007 - August 2009
American Eagle Outfitters May 2005 - August 2007
Education
University of Cincinnati 2003 — 2011
Bachelor of Business Administration, Marketing
Catina Derkson's Fidelity Investments Experience December 1997 - May 2015
Job Sr. Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1997 - May 2015
Skills
Financial Services
Education
University of Cincinnati
Fidelity Investments December 1997 - May 2015
Skills
Financial Services
Education
University of Cincinnati
Brooke Purvis's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Saddle Lake Equestrian Center April 2014 - May 2015
Saddle Lake Equestrian Center January 2014 - May 2015
University of Cincinnati August 2012 - April 2013
University of Cincinnati September 2011 - April 2013
Skills
Customer Service, Financial Services, Microsoft Office, Statistics, Microsoft Excel, Research, Data Analysis, Matlab, Computational...
Education
University of Cincinnati 2009 — 2013
Bachelor of Science (B.S.), Mathematical Sciences
Fidelity Investments May 2015 - Present
Saddle Lake Equestrian Center April 2014 - May 2015
Saddle Lake Equestrian Center January 2014 - May 2015
University of Cincinnati August 2012 - April 2013
University of Cincinnati September 2011 - April 2013
Skills
Customer Service, Financial Services, Microsoft Office, Statistics, Microsoft Excel, Research, Data Analysis, Matlab, Computational...
Education
University of Cincinnati 2009 — 2013
Bachelor of Science (B.S.), Mathematical Sciences
Alex Beach's Fidelity Investments Experience June 2012 - Present
Job Financial Represenative at Fidelity Investments
Industry Research
Experience
Fidelity Investments June 2012 - Present
University of Cincinnati Center for First Year Experience December 2010 - June 2012
Jimmy John's February 2009 - June 2012
Greater Cincinnati World Affairs Council August 2011 - May 2012
Skills
Series 7, Series 63, High degree of..., Problem Solving, Investments
Education
University of Cincinnati 2008 — 2012
Mathematics, Statistics and Pure Mathematics
Fidelity Investments June 2012 - Present
University of Cincinnati Center for First Year Experience December 2010 - June 2012
Jimmy John's February 2009 - June 2012
Greater Cincinnati World Affairs Council August 2011 - May 2012
Skills
Series 7, Series 63, High degree of..., Problem Solving, Investments
Education
University of Cincinnati 2008 — 2012
Mathematics, Statistics and Pure Mathematics
Allyson Spivey's Fidelity Investments Experience 1987 - 1998
Job Assistant Vice President at BB&T
Industry Financial Services
Experience
BB&T 1998 - Present
Fidelity Investments 1987 - 1998
Skills
Banking, Series 7, Series 63, Qualified Retirement..., CRPS, CMFC, Series 65, Series 6
Education
University of Cincinnati 1980 — 1984
Bachelor of Arts (B.A.), Business/Corporate Communications
BB&T 1998 - Present
Fidelity Investments 1987 - 1998
Skills
Banking, Series 7, Series 63, Qualified Retirement..., CRPS, CMFC, Series 65, Series 6
Education
University of Cincinnati 1980 — 1984
Bachelor of Arts (B.A.), Business/Corporate Communications
amanda spears's Fidelity Investments Experience September 2009 - April 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
Fidelity Investments September 2009 - April 2012
Fidelity Investments May 2007 - September 2009
U.S. Bank June 2005 - November 2006
Education
University of Cincinnati 2000 — 2005
Bachelor of Fine Arts (BFA), Electronic Media, 3.0
Fidelity Investments September 2009 - April 2012
Fidelity Investments May 2007 - September 2009
U.S. Bank June 2005 - November 2006
Education
University of Cincinnati 2000 — 2005
Bachelor of Fine Arts (BFA), Electronic Media, 3.0
Brent Gargano's Fidelity Investments Experience June 2014 - Present
Job CFP® Candidate, Workplace Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments September 2013 - June 2014
H2O Capital Management June 2013 - September 2013
Eagle Parking 2010 - 2013
Skills
Financial Planning, Retirement Planning, Asset Allocation, Customer Service, Team Management, Professional Writing, Applied Mathematics, Critical Thinking, Microsoft Word, PowerPoint, Microsoft Excel, Success Driven, Constructive Feedback
Education
University of Cincinnati 2009 — 2013
Bachelor of Science, Chemistry
Fidelity Investments June 2014 - Present
Fidelity Investments September 2013 - June 2014
H2O Capital Management June 2013 - September 2013
Eagle Parking 2010 - 2013
Skills
Financial Planning, Retirement Planning, Asset Allocation, Customer Service, Team Management, Professional Writing, Applied Mathematics, Critical Thinking, Microsoft Word, PowerPoint, Microsoft Excel, Success Driven, Constructive Feedback
Education
University of Cincinnati 2009 — 2013
Bachelor of Science, Chemistry
Brian Froelich's Fidelity Investments Experience 1997 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1997 - 2013
Skills
Client Service Oriented
Education
University of Cincinnati
Associate's degree, Business Administration and Management, General
Fidelity Investments 1997 - 2013
Skills
Client Service Oriented
Education
University of Cincinnati
Associate's degree, Business Administration and Management, General
Anne Althoff's Fidelity Investments Experience September 1989 - October 2001
Job Retirement Plan Technician at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services August 2014 - Present
Paragon Salons August 2004 - Present
Fidelity investments September 1989 - October 2001
Skills
Telephone Skills, Data Entry, Customer Satisfaction, Customer Service, Microsoft Office, Outlook, Time Management, Bookkeeping, Qualified Retirement..., Retirement, Financial Services, Relationship Management, Microsoft Excel, Retirement Planning, Strategic Planning
Education
University of Cincinnati 1985 — 1989
Bachelor of Arts, Psychology
University of Cincinnati 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Ohio National Financial Services August 2014 - Present
Paragon Salons August 2004 - Present
Fidelity investments September 1989 - October 2001
Skills
Telephone Skills, Data Entry, Customer Satisfaction, Customer Service, Microsoft Office, Outlook, Time Management, Bookkeeping, Qualified Retirement..., Retirement, Financial Services, Relationship Management, Microsoft Excel, Retirement Planning, Strategic Planning
Education
University of Cincinnati 1985 — 1989
Bachelor of Arts, Psychology
University of Cincinnati 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank