Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Kazeem Alli Kazeem Alli's Fidelity Investments Experience October 2012 - Present
Job Retirement Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Total Quality Logistics June 2011 - February 2012
Skills
Customer Service, Leadership, Investments, Logistics
Education
University of Cincinnati 2005 — 2010
Organizational Leadership
University of Cincinnati 2005 — 2010
MInor, Business/Commerce, General
Fidelity Investments October 2012 - Present
Total Quality Logistics June 2011 - February 2012
Skills
Customer Service, Leadership, Investments, Logistics
Education
University of Cincinnati 2005 — 2010
Organizational Leadership
University of Cincinnati 2005 — 2010
MInor, Business/Commerce, General
Erika Emody Erika Emody's Fidelity Investments Experience January 2000 - September 2000
Job Client Specialist Account Manager at 4myBenefits, Inc.
Industry Insurance
Experience
4myBenefits, Inc. July 2014 - Present
WellPoint - Anthem BCBS October 2013 - April 2014
The University of Alabama at Birmingham August 2009 - May 2013
General Cable November 2008 - August 2009
General Cable September 2000 - November 2008
Fidelity Investments January 2000 - September 2000
xpedx September 1997 - December 1999
Freelance Professional Musician January 1970 - February 1970
Skills
Account Management, Inside Sales, Inventory Management, Key Account Management, Sales Management, Logistics, HTML, Website Updating, Building Customer..., Long-term Customer..., Event Planning, Microsoft Office, Email Marketing, Social Media, Business Objects, Clarity, Transportation, Desktop Publishing, Information Graphics, Subject Matter Experts, Data Analysis, Statistical Data..., Vendor Relationships, Technical Support, User Documentation, Expense Reports, Office Administration
Education
University of Alabama at Birmingham 2009 — 2013
Health Information Management
University of Cincinnati 1989 — 1993
Liberal Arts - Music Performance
4myBenefits, Inc. July 2014 - Present
WellPoint - Anthem BCBS October 2013 - April 2014
The University of Alabama at Birmingham August 2009 - May 2013
General Cable November 2008 - August 2009
General Cable September 2000 - November 2008
Fidelity Investments January 2000 - September 2000
xpedx September 1997 - December 1999
Freelance Professional Musician January 1970 - February 1970
Skills
Account Management, Inside Sales, Inventory Management, Key Account Management, Sales Management, Logistics, HTML, Website Updating, Building Customer..., Long-term Customer..., Event Planning, Microsoft Office, Email Marketing, Social Media, Business Objects, Clarity, Transportation, Desktop Publishing, Information Graphics, Subject Matter Experts, Data Analysis, Statistical Data..., Vendor Relationships, Technical Support, User Documentation, Expense Reports, Office Administration
Education
University of Alabama at Birmingham 2009 — 2013
Health Information Management
University of Cincinnati 1989 — 1993
Liberal Arts - Music Performance
Emily M. Jones Emily M. Jones's Fidelity Investments Experience January 2015 - Present
Job Financial Representative
Industry Apparel & Fashion
Experience
Fidelity Investments January 2015 - Present
BCBGMAXAZRIAGROUP June 2014 - Present
Miyoshi Japanese Restaurant December 2011 - January 2015
Meritor January 2013 - December 2013
Hallmark Cards June 2008 - December 2012
Citi June 2011 - September 2011
Skills
Japanese culture, Customer Service, Interviewing Skills, Social Networking, Networking, Leadership, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Japanese Culture, Human Resources, Microsoft Word, Time Management, Social Media, Teamwork, Marketing
Education
University of Cincinnati 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, GPA: 3.4/4.0
Fidelity Investments January 2015 - Present
BCBGMAXAZRIAGROUP June 2014 - Present
Miyoshi Japanese Restaurant December 2011 - January 2015
Meritor January 2013 - December 2013
Hallmark Cards June 2008 - December 2012
Citi June 2011 - September 2011
Skills
Japanese culture, Customer Service, Interviewing Skills, Social Networking, Networking, Leadership, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Japanese Culture, Human Resources, Microsoft Word, Time Management, Social Media, Teamwork, Marketing
Education
University of Cincinnati 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, GPA: 3.4/4.0
Danielle Conrad Danielle Conrad's Fidelity Investments Experience January 2013 - April 2013
Job Sales Representative at Assurant Health
Industry Consumer Services
Experience
Assurant Health May 2013 - Present
Fidelity Investments January 2013 - April 2013
Buca di Beppo July 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English
Education
University of Cincinnati 2009 — 2012
Bachelor of Arts (B.A.), Anthropology
University of Cincinnati 2009 — 2012
Bachelor of Arts (B.A.), Archaeology
University of North Carolina at Wilmington 2007 — 2009
Marine Biology and Biological Oceanography
Assurant Health May 2013 - Present
Fidelity Investments January 2013 - April 2013
Buca di Beppo July 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English
Education
University of Cincinnati 2009 — 2012
Bachelor of Arts (B.A.), Anthropology
University of Cincinnati 2009 — 2012
Bachelor of Arts (B.A.), Archaeology
University of North Carolina at Wilmington 2007 — 2009
Marine Biology and Biological Oceanography
Julia Nelsen Julia Nelsen's Fidelity Investments Experience 2007 - 2011
Job Fuel Center and Cashier Associate at Kroger
Industry Financial Services
Experience
Kroger January 2015 - Present
Nelsen Publishing August 2011 - Present
The Nelsen Press February 2011 - Present
Germain-American Civic Forum 1950 - 2014
Fidelity Investments 2007 - 2011
Skills
Blogging, Social Media, Social Networking, Advertising, Copywriting, Email Marketing, Facebook, Google Analytics, Social Media Marketing, Public Speaking, Customer Service, Public Relations, Team Building, Marketing, Microsoft Office
Education
University of Cincinnati 1998 — 2002
Bachelor's Degree, Business/Managerial Economics in Finance
Walnut Hills High School 1994 — 1998
Kroger January 2015 - Present
Nelsen Publishing August 2011 - Present
The Nelsen Press February 2011 - Present
Germain-American Civic Forum 1950 - 2014
Fidelity Investments 2007 - 2011
Skills
Blogging, Social Media, Social Networking, Advertising, Copywriting, Email Marketing, Facebook, Google Analytics, Social Media Marketing, Public Speaking, Customer Service, Public Relations, Team Building, Marketing, Microsoft Office
Education
University of Cincinnati 1998 — 2002
Bachelor's Degree, Business/Managerial Economics in Finance
Walnut Hills High School 1994 — 1998
Jay Boyle Jay Boyle's Fidelity Investments Experience January 2012 - Present
Job Vice President, Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments July 2009 - January 2012
Fidelity Investments April 2005 - July 2009
Fidelity Investments January 2000 - April 2005
Fidelity Investments October 1997 - January 2000
Fidelity Investments July 1995 - October 1997
Skills
Leadership, Risk Management, Risk Assessment, Data Governance, IT Risk Management, Auditing, Internal Controls, People Management, People Development, Financial Services, SSAE 16, Series 7, Internal Audit, Sarbanes-Oxley Act, Strategic Planning, Mutual Funds, Requirements Analysis, Enterprise Software
Education
University of Cincinnati 1991 — 1993
Master's, Biological Sciences
University of Cincinnati 1987 — 1991
Bachelor's, Biological Sciences
Fidelity Investments January 2012 - Present
Fidelity Investments July 2009 - January 2012
Fidelity Investments April 2005 - July 2009
Fidelity Investments January 2000 - April 2005
Fidelity Investments October 1997 - January 2000
Fidelity Investments July 1995 - October 1997
Skills
Leadership, Risk Management, Risk Assessment, Data Governance, IT Risk Management, Auditing, Internal Controls, People Management, People Development, Financial Services, SSAE 16, Series 7, Internal Audit, Sarbanes-Oxley Act, Strategic Planning, Mutual Funds, Requirements Analysis, Enterprise Software
Education
University of Cincinnati 1991 — 1993
Master's, Biological Sciences
University of Cincinnati 1987 — 1991
Bachelor's, Biological Sciences
John Kopras John Kopras's Fidelity Investments Experience 2005 - 2009
Job Account Executive
Industry Computer Software
Experience
ReferAJobOnline 2012 - Present
AutoTemp, Inc 2011 - 2012
Fidelity Investments 2005 - 2009
Education
University of Cincinnati
Bachelor of Science (B.S.), Business Administration, Management and Operations
ReferAJobOnline 2012 - Present
AutoTemp, Inc 2011 - 2012
Fidelity Investments 2005 - 2009
Education
University of Cincinnati
Bachelor of Science (B.S.), Business Administration, Management and Operations
Julia Wickens PHR Julia Wickens PHR's Fidelity Investments Experience February 1999 - July 1999
Job Sr. Human Resources Generalist at Paychex
Industry Human Resources
Experience
Paychex January 2006 - Present
Ticona December 2004 - January 2006
Mane Inc July 2002 - January 2005
International Paper July 1999 - October 1999
Fidelity Investments February 1999 - July 1999
XLC Services October 1998 - January 1999
Skills
Employee Benefits, HRIS, Benefits Administration, Employee Relations, Onboarding, Deferred Compensation, Employee Handbooks, Performance Management, Talent Acquisition, Talent Management, Recruiting, Time & Attendance
Education
University of Cincinnati 1992 — 1997
Human Resources Management, Human Resources
Paychex January 2006 - Present
Ticona December 2004 - January 2006
Mane Inc July 2002 - January 2005
International Paper July 1999 - October 1999
Fidelity Investments February 1999 - July 1999
XLC Services October 1998 - January 1999
Skills
Employee Benefits, HRIS, Benefits Administration, Employee Relations, Onboarding, Deferred Compensation, Employee Handbooks, Performance Management, Talent Acquisition, Talent Management, Recruiting, Time & Attendance
Education
University of Cincinnati 1992 — 1997
Human Resources Management, Human Resources
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
Leslie Riopel, MA Psychology Leslie Riopel, MA Psychology's Fidelity Investments Experience September 1993 - July 2009
Job Freelance Writer and Passionate Promoter of Health & Wellness
Industry Health, Wellness and Fitness
Experience
University of Phoenix October 2011 - Present
Sweetdreams Hypnosis, LLC 2010 - Present
Sweetdreams Hypnosis, LLC August 2010 - 2013
Fidelity Investments September 1993 - July 2009
Fidelity Investments 1993 - 2009
Smith & Schaeffer October 1992 - September 1993
Chiquita October 1992 - October 1992
Pedco E & A Services January 1991 - October 1991
Continental Office Environments July 1986 - January 1991
Skills
Hypnotherapy, Past Life Regression, Smoking Cessation, Pain Management, Phobias, Wellbeing, Wellness, Health, Stress, Nutrition, Healing, Psychology, Therapists, Fitness, Relaxation, Nutritional Counseling, Stress Management, Fitness Training, Personal Development, Lifestyle, Hypnosis, Healthcare, Wellness Coaching, Lifestyle Coaching, Holistic Health, Alternative Medicine, Meditation, Life Coaching, Coaching, Corporations, Weight, Management, Personal Training, Reiki, Executive Coaching, Chronic Illness, Mental Health, Aromatherapy, Health Education, Business Coaching, Small Business, Treatment, Strategy, Psychotherapy, Reflexology, Yoga, Strength Training, Supplements, Emotional Intelligence, Creative Writing
Education
University of the Rockies 2009 — 2011
Master of Arts Psychology, Specialization Health & Wellness
New England Institute of Hypnotherapy 2010 — 2010
CHT, Clinical Hypnotherapy
University of Cincinnati 1980 — 1985
BS, Interior Design - DAAP
Lakota High School 1976 — 1980
University of Phoenix October 2011 - Present
Sweetdreams Hypnosis, LLC 2010 - Present
Sweetdreams Hypnosis, LLC August 2010 - 2013
Fidelity Investments September 1993 - July 2009
Fidelity Investments 1993 - 2009
Smith & Schaeffer October 1992 - September 1993
Chiquita October 1992 - October 1992
Pedco E & A Services January 1991 - October 1991
Continental Office Environments July 1986 - January 1991
Skills
Hypnotherapy, Past Life Regression, Smoking Cessation, Pain Management, Phobias, Wellbeing, Wellness, Health, Stress, Nutrition, Healing, Psychology, Therapists, Fitness, Relaxation, Nutritional Counseling, Stress Management, Fitness Training, Personal Development, Lifestyle, Hypnosis, Healthcare, Wellness Coaching, Lifestyle Coaching, Holistic Health, Alternative Medicine, Meditation, Life Coaching, Coaching, Corporations, Weight, Management, Personal Training, Reiki, Executive Coaching, Chronic Illness, Mental Health, Aromatherapy, Health Education, Business Coaching, Small Business, Treatment, Strategy, Psychotherapy, Reflexology, Yoga, Strength Training, Supplements, Emotional Intelligence, Creative Writing
Education
University of the Rockies 2009 — 2011
Master of Arts Psychology, Specialization Health & Wellness
New England Institute of Hypnotherapy 2010 — 2010
CHT, Clinical Hypnotherapy
University of Cincinnati 1980 — 1985
BS, Interior Design - DAAP
Lakota High School 1976 — 1980
Larry Pinkelton's Fidelity Investments Experience December 1994 - June 1997
Job Vice President, Administration and Finance at Chicago State University
Industry Higher Education
Experience
Chicago State University March 2013 - Present
Chicago State University August 2011 - March 2013
University of Illinois at Chicago August 2006 - July 2011
Kraft Foods December 2002 - July 2006
Kraft Foods February 2001 - November 2002
I Can't Believe It's Yogurt July 1997 - January 2001
Fidelity Investments December 1994 - June 1997
Banc One Cincinnati NA October 1987 - November 1994
Fifth Third Bank Fifth Third Bank July 1983 - September 1987
Skills
Payroll, Accounts Payable, Proposal Writing, Accounts Receivable, Higher Education, Inventory Management, Capital Budgeting, Leadership Development, Process Improvement, Grant Writing, Financial Reporting, Team Building, Cross-functional Team..., Program Management, Financial Analysis, Strategic Planning, Research, Auditing, Budgets, Operations Management
Education
Xavier University 1991 — 1994
M.B.A., Applied Business Economics
AALDP 1991 — 1993
University of Cincinnati 1978 — 1982
B.B.A., Major : Finance Minor : Economics
Chicago State University March 2013 - Present
Chicago State University August 2011 - March 2013
University of Illinois at Chicago August 2006 - July 2011
Kraft Foods December 2002 - July 2006
Kraft Foods February 2001 - November 2002
I Can't Believe It's Yogurt July 1997 - January 2001
Fidelity Investments December 1994 - June 1997
Banc One Cincinnati NA October 1987 - November 1994
Fifth Third Bank Fifth Third Bank July 1983 - September 1987
Skills
Payroll, Accounts Payable, Proposal Writing, Accounts Receivable, Higher Education, Inventory Management, Capital Budgeting, Leadership Development, Process Improvement, Grant Writing, Financial Reporting, Team Building, Cross-functional Team..., Program Management, Financial Analysis, Strategic Planning, Research, Auditing, Budgets, Operations Management
Education
Xavier University 1991 — 1994
M.B.A., Applied Business Economics
AALDP 1991 — 1993
University of Cincinnati 1978 — 1982
B.B.A., Major : Finance Minor : Economics
Jody Chalk, PHR Jody Chalk, PHR's Fidelity Investments Experience 1999 - 2000
Job HR Consultant at UC Health
Industry Human Resources
Experience
UC Health - UC Physicians 2015 - Present
Parallon 2014 - 2015
Omnicare, Inc. 2011 - 2014
Omnicare, Inc. 2006 - 2010
Omnicare, Inc. 2004 - 2006
Omnicare, Inc 2002 - 2004
Globe Business Resources 2000 - 2002
Fidelity Investments 1999 - 2000
Butler County Department of Human Services 1987 - 1999
Skills
Employee Relations, Employee Engagement, Human Resources, HRIS, HR Policies, Employment Law, Performance Management, FMLA, Policy, Training, Payroll, Personnel Management, Onboarding, Hiring, Management
Education
Wilmington College
B.A, Business Administration
University of Cincinnati
Associate of Arts (A.A.) Business Administration
UC Health - UC Physicians 2015 - Present
Parallon 2014 - 2015
Omnicare, Inc. 2011 - 2014
Omnicare, Inc. 2006 - 2010
Omnicare, Inc. 2004 - 2006
Omnicare, Inc 2002 - 2004
Globe Business Resources 2000 - 2002
Fidelity Investments 1999 - 2000
Butler County Department of Human Services 1987 - 1999
Skills
Employee Relations, Employee Engagement, Human Resources, HRIS, HR Policies, Employment Law, Performance Management, FMLA, Policy, Training, Payroll, Personnel Management, Onboarding, Hiring, Management
Education
Wilmington College
B.A, Business Administration
University of Cincinnati
Associate of Arts (A.A.) Business Administration
Grant Gorham's Fidelity Investments Experience August 2009 - March 2011
Job Territory Rep at Precision Turbo and Engine
Industry Financial Services
Experience
Precision Turbo & Engine May 2012 - Present
University of Cincinnati 2007 - August 2012
Fidelity Investments August 2009 - March 2011
Turner Construction Company January 2009 - March 2011
Smitty’s Cyclery, Fairfax, Oh January 2005 - January 2009
Total Quality Logistics 2008 - 2009
Skills
Leadership, Management, CRM, Sales, Customer Service, Software Documentation, Time Management, Analysis, Shipping, Pricing, Investments, Databases, Microsoft Office, Microsoft Excel, PowerPoint, Sales Operations, Automotive, Sales Management, Team Building, Vehicles, Product Development
Education
University of Cincinnati 2007 — 2011
Marketing, Business
Precision Turbo & Engine May 2012 - Present
University of Cincinnati 2007 - August 2012
Fidelity Investments August 2009 - March 2011
Turner Construction Company January 2009 - March 2011
Smitty’s Cyclery, Fairfax, Oh January 2005 - January 2009
Total Quality Logistics 2008 - 2009
Skills
Leadership, Management, CRM, Sales, Customer Service, Software Documentation, Time Management, Analysis, Shipping, Pricing, Investments, Databases, Microsoft Office, Microsoft Excel, PowerPoint, Sales Operations, Automotive, Sales Management, Team Building, Vehicles, Product Development
Education
University of Cincinnati 2007 — 2011
Marketing, Business
Jeff Hodgeman Jeff Hodgeman's Fidelity Investments Experience 2010 - Present
Job Financial Representative
Industry Investment Management
Experience
Fidelity Investments 2010 - Present
USBank October 2004 - July 2010
Education
University of Cincinnati 2005 — 2007
Masters, Marketing
University of Cincinnati College of Business 1996 — 2006
Fidelity Investments 2010 - Present
USBank October 2004 - July 2010
Education
University of Cincinnati 2005 — 2007
Masters, Marketing
University of Cincinnati College of Business 1996 — 2006
Devon Wells's Fidelity Investments Experience October 2000 - Present
Job Senior Project Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments October 2000 - Present
Fidelity Investments June 1998 - October 2000
Fidelity Investments January 1995 - June 1998
Education
University of Cincinnati 1981 — 1986
BM, Music
Fidelity Investments October 2000 - Present
Fidelity Investments June 1998 - October 2000
Fidelity Investments January 1995 - June 1998
Education
University of Cincinnati 1981 — 1986
BM, Music
David M. Smith, CIMA® CFP® David M. Smith, CIMA® CFP®'s Fidelity Investments Experience September 1991 - October 1998
Job Wealth Advisor and Managing Member at Robinson Smith Wealth Advisors
Industry Investment Management
Experience
Robinson Smith Wealth Advisors, LLC February 2013 - Present
BlackRock May 2003 - October 2012
Forward Management November 2001 - May 2003
KLD Research & Analytics November 2001 - March 2002
Citizens Funds October 1998 - November 2001
Fidelity Investments September 1991 - October 1998
Skills
Securities, Hedge Funds, Fixed Income, Retirement Planning, Private Equity, Bonds, Retirement, Financial Advisory, 401k, Strategic Financial..., Financial Planning, Financial Analysis, Investment Strategies, Institutional..., Alternative Investments, Charitable Giving, Charitable Gift Planning, Donor Advised Funds, Retirement Savings, Retirement Income..., Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Equity Capital Markets, Stocks, Stock Market Analysis, Stock Market, Restricted Stock, Concentrated Stock..., College Savings Plans, College Education..., Multi-generational..., Wealth Transfer, Intergenerational..., Portfolio Management, Model Portfolios, Investment Portfolio, Portfolio Optimization, Commodity, Small Business..., Wealth Accumulation, Wealth Preservation, Wealth Management..., Wealth Management, Wealth, Legacy Giving, Charitable Gift..., Philanthropy, Charitable Remainder..., Mutual Funds
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Boston University 1996 — 2001
Diploma in Financial Planning, Financial Planning and Services
University of Cincinnati 1984 — 1989
BA, Psychology
Robinson Smith Wealth Advisors, LLC February 2013 - Present
BlackRock May 2003 - October 2012
Forward Management November 2001 - May 2003
KLD Research & Analytics November 2001 - March 2002
Citizens Funds October 1998 - November 2001
Fidelity Investments September 1991 - October 1998
Skills
Securities, Hedge Funds, Fixed Income, Retirement Planning, Private Equity, Bonds, Retirement, Financial Advisory, 401k, Strategic Financial..., Financial Planning, Financial Analysis, Investment Strategies, Institutional..., Alternative Investments, Charitable Giving, Charitable Gift Planning, Donor Advised Funds, Retirement Savings, Retirement Income..., Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Equity Capital Markets, Stocks, Stock Market Analysis, Stock Market, Restricted Stock, Concentrated Stock..., College Savings Plans, College Education..., Multi-generational..., Wealth Transfer, Intergenerational..., Portfolio Management, Model Portfolios, Investment Portfolio, Portfolio Optimization, Commodity, Small Business..., Wealth Accumulation, Wealth Preservation, Wealth Management..., Wealth Management, Wealth, Legacy Giving, Charitable Gift..., Philanthropy, Charitable Remainder..., Mutual Funds
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Boston University 1996 — 2001
Diploma in Financial Planning, Financial Planning and Services
University of Cincinnati 1984 — 1989
BA, Psychology
Ernie Wallace Ernie Wallace's Fidelity Investments Experience January 2005 - February 2009
Job Independent Options & Futures Trader, Market Analyst, FullTime Dad
Industry Market Research
Experience
Self-Employed February 2009 - Present
Fidelity Investments January 2005 - February 2009
Fidelity Investments January 2004 - May 2006
Fidelity Investments October 1999 - January 2004
Skills
Options, Trading, Mutual Funds, Investments, Series 7, Uniform Combined State..., Fixed Income, Trading Systems, Commodity, Financial Modeling, Equities, Financial Analysis, Risk Management, Equity Derivatives, Macroeconomics, Equity Trading, Securities, Asset Allocation, FINRA
Education
Xavier University - School of Business Administration 2003 — 2006
MBA, Business Administration
University of Cincinnati 1991 — 1996
BA, Economics
Self-Employed February 2009 - Present
Fidelity Investments January 2005 - February 2009
Fidelity Investments January 2004 - May 2006
Fidelity Investments October 1999 - January 2004
Skills
Options, Trading, Mutual Funds, Investments, Series 7, Uniform Combined State..., Fixed Income, Trading Systems, Commodity, Financial Modeling, Equities, Financial Analysis, Risk Management, Equity Derivatives, Macroeconomics, Equity Trading, Securities, Asset Allocation, FINRA
Education
Xavier University - School of Business Administration 2003 — 2006
MBA, Business Administration
University of Cincinnati 1991 — 1996
BA, Economics
Danielle Delaine Danielle Delaine's Fidelity Investments Experience 2006 - 2008
Job Owner, Chapeau Couture Hat Boutique
Industry Retail
Experience
Chapeau Couture Hat Boutique August 2010 - Present
Fidelity Investments 2006 - 2008
Prudential Financial 2005 - 2006
Your Neighborhood Healthcare Center 2002 - 2004
Lucent Technologies/ Avaya 1998 - 2001
Skills
Fashion Design, Investments, Sales, Insurance, Annuity Sales, Project Management, Management, Retail, Marketing, Merchandising, Marketing Strategy, Business Planning, Product Development, Sales Management
Education
The Art Institute
Fashion Marketing & Management
University of Cincinnati
Business Administration and Management, General
Chapeau Couture Hat Boutique August 2010 - Present
Fidelity Investments 2006 - 2008
Prudential Financial 2005 - 2006
Your Neighborhood Healthcare Center 2002 - 2004
Lucent Technologies/ Avaya 1998 - 2001
Skills
Fashion Design, Investments, Sales, Insurance, Annuity Sales, Project Management, Management, Retail, Marketing, Merchandising, Marketing Strategy, Business Planning, Product Development, Sales Management
Education
The Art Institute
Fashion Marketing & Management
University of Cincinnati
Business Administration and Management, General
Jeff Huss Jeff Huss's Fidelity Investments Experience October 2014 - Present
Job Retirements Representative
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Gilligan Oil - Dunkin' Donuts Franchisee July 2013 - October 2014
Bruegger's Bagels November 2006 - July 2013
Quiznos Master, L.L.C. October 2002 - November 2006
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Sales, Customer Satisfaction, PowerPoint, Leadership, Inventory Management
Education
University of Cincinnati 1989 — 1994
Bachelors, Psychology
Fidelity Investments October 2014 - Present
Gilligan Oil - Dunkin' Donuts Franchisee July 2013 - October 2014
Bruegger's Bagels November 2006 - July 2013
Quiznos Master, L.L.C. October 2002 - November 2006
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Sales, Customer Satisfaction, PowerPoint, Leadership, Inventory Management
Education
University of Cincinnati 1989 — 1994
Bachelors, Psychology
Heather Couch Heather Couch's Fidelity Investments Experience October 2006 - November 2007
Job Technical Writer and Illustrator
Industry Writing and Editing
Experience
Kroger November 2010 - February 2011
Complete Mechanical Services March 2008 - April 2008
Gerber Products Company June 2004 - April 2008
Fidelity Investments October 2006 - November 2007
US Foodservice March 2007 - October 2007
Trillium Health Care Products November 2005 - November 2006
Perfetti Van Melle June 2005 - November 2006
Biosite December 2004 - March 2005
Gear Information Group, Inc. September 1997 - June 2004
Skills
Technical Writing, Illustrator, Business Process..., Editing, Creative Writing, Team Building, Software Documentation, Photoshop, Leadership, Training, Manufacturing, Technical Communication, Copywriting, Copy Editing, Manuals, Photography, Adobe Creative Suite
Education
University of Cincinnati 1989 — 1994
BA, English Literature
Kroger November 2010 - February 2011
Complete Mechanical Services March 2008 - April 2008
Gerber Products Company June 2004 - April 2008
Fidelity Investments October 2006 - November 2007
US Foodservice March 2007 - October 2007
Trillium Health Care Products November 2005 - November 2006
Perfetti Van Melle June 2005 - November 2006
Biosite December 2004 - March 2005
Gear Information Group, Inc. September 1997 - June 2004
Skills
Technical Writing, Illustrator, Business Process..., Editing, Creative Writing, Team Building, Software Documentation, Photoshop, Leadership, Training, Manufacturing, Technical Communication, Copywriting, Copy Editing, Manuals, Photography, Adobe Creative Suite
Education
University of Cincinnati 1989 — 1994
BA, English Literature
Manuel Haros's Fidelity Investments Experience June 2014 - Present
Job Financial Associate
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Skills
Digital Marketing, Marketing, Sales, Customer Service, Marketing Management, Customer Satisfaction, New Business Development, CRM, Recruiting, Marketing Strategy, Management, Human Resources, Competitive Analysis, Retail
Education
University of Cincinnati 2007 — 2011
Marketing, Marketing and Sales
University of Cincinnati 2007 — 2011
Bachelor of Business Administration, Marketing and Sales
Fidelity Investments June 2014 - Present
Skills
Digital Marketing, Marketing, Sales, Customer Service, Marketing Management, Customer Satisfaction, New Business Development, CRM, Recruiting, Marketing Strategy, Management, Human Resources, Competitive Analysis, Retail
Education
University of Cincinnati 2007 — 2011
Marketing, Marketing and Sales
University of Cincinnati 2007 — 2011
Bachelor of Business Administration, Marketing and Sales
Ellen Boggess Ellen Boggess's Fidelity Investments Experience 1993 - 2003
Job Sales Development Representative at Rockwell Automation, building relationships to find the best automation solutions.
Industry Industrial Automation
Experience
Rockwell Automation July 2015 - Present
Rockwell Automation July 2009 - Present
Boggess Electric Inc / Division 17 January 2004 - October 2010
Fidelity Investments 1993 - 2003
Skills
Inventory Control, Logistics, Process Improvement, Strength Training, Supply Chain Management, Fitness, Customer Service, Coaching, Team Building, PowerPoint, Cross-functional Team..., Microsoft Office, Training, Sales, Project Management, Leadership, Public Speaking, Strategic Planning, Sales Management, Management, Program Management
Education
University of Cincinnati 1985 — 1989
Communication, General
Greenhills High school 1981 — 1985
Rockwell Automation July 2015 - Present
Rockwell Automation July 2009 - Present
Boggess Electric Inc / Division 17 January 2004 - October 2010
Fidelity Investments 1993 - 2003
Skills
Inventory Control, Logistics, Process Improvement, Strength Training, Supply Chain Management, Fitness, Customer Service, Coaching, Team Building, PowerPoint, Cross-functional Team..., Microsoft Office, Training, Sales, Project Management, Leadership, Public Speaking, Strategic Planning, Sales Management, Management, Program Management
Education
University of Cincinnati 1985 — 1989
Communication, General
Greenhills High school 1981 — 1985
Jenifer Price Jenifer Price's Fidelity Investments Experience May 1995 - January 2011
Job Senior Solutions Consultant at TiER1 Performance Solutions
Industry Management Consulting
Experience
TiER1 Performance Solutions September 2014 - Present
Ingage Partners, LLC March 2014 - August 2014
First Financial Bank March 2012 - March 2014
Cincinnati Children's Hospital Medical Center August 2011 - March 2012
First Financial Bank January 2011 - August 2011
Fidelity Investments May 1995 - January 2011
Skills
Process Improvement, Change Management, Problem Solving, Performance Measurement, Requirements Analysis, Business Process..., Program Management, Analysis, Operational Excellence, Performance Management, Strategic Planning, Management, Leadership, Six Sigma, Project Management, Vendor Management, Risk Management, Business Analysis
Education
Xavier University 1996 — 1998
MBA, Marketing
University of Cincinnati 1990 — 1994
BBA, Marketing and Finance
University of Dayton 1989 — 1990
None, Business
TiER1 Performance Solutions September 2014 - Present
Ingage Partners, LLC March 2014 - August 2014
First Financial Bank March 2012 - March 2014
Cincinnati Children's Hospital Medical Center August 2011 - March 2012
First Financial Bank January 2011 - August 2011
Fidelity Investments May 1995 - January 2011
Skills
Process Improvement, Change Management, Problem Solving, Performance Measurement, Requirements Analysis, Business Process..., Program Management, Analysis, Operational Excellence, Performance Management, Strategic Planning, Management, Leadership, Six Sigma, Project Management, Vendor Management, Risk Management, Business Analysis
Education
Xavier University 1996 — 1998
MBA, Marketing
University of Cincinnati 1990 — 1994
BBA, Marketing and Finance
University of Dayton 1989 — 1990
None, Business
Kurt Shoemaker's Fidelity Investments Experience December 2008 - March 2009
Job Associate Vice President at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield (Formerly DTZ) October 2012 - Present
Marcus & Millichap March 2009 - October 2012
Fidelity Investments December 2008 - March 2009
Skills
Valuation, Investments, Investment Properties, Underwriting, Financial Modeling, Real Estate Due..., Real Estate Economics, Real Estate Financing, Property Disposition, Asset Dispositions, Loan Origination, Brokerage, Disposition, Location Intelligence, Real Estate Transactions, Corporate Real Estate, Landlords, Commercial Real Estate, Leases, Real Estate Development, Real Estate, Dispositions
Education
University of Cincinnati 2005 — 2008
Business, Finance Real Estate
University of Cincinnati College of Business 2004 — 2008
Business, Finance Real Estate
Cushman & Wakefield (Formerly DTZ) October 2012 - Present
Marcus & Millichap March 2009 - October 2012
Fidelity Investments December 2008 - March 2009
Skills
Valuation, Investments, Investment Properties, Underwriting, Financial Modeling, Real Estate Due..., Real Estate Economics, Real Estate Financing, Property Disposition, Asset Dispositions, Loan Origination, Brokerage, Disposition, Location Intelligence, Real Estate Transactions, Corporate Real Estate, Landlords, Commercial Real Estate, Leases, Real Estate Development, Real Estate, Dispositions
Education
University of Cincinnati 2005 — 2008
Business, Finance Real Estate
University of Cincinnati College of Business 2004 — 2008
Business, Finance Real Estate
Dana Walsh Dana Walsh's Fidelity Investments Experience July 2007 - July 2010
Job Regional Manager at River City Mortgage: FullService Mortgage Firm
Industry Legal Services
Experience
River City Mortgage: Full-Service Mortgage Firm April 2015 - Present
Dreamcast Productions, LLC January 2014 - Present
Wills for Heroes Foundation February 2013 - Present
Ameritas November 2014 - June 2015
Gudorf Law Group, LLC June 2013 - November 2013
Fidelity Investments July 2007 - July 2010
Marriott International August 2005 - December 2007
ARAMARK August 2000 - December 2007
University of Cincinnati January 2007 - June 2007
Strange Stone, Inc May 2006 - September 2006
Skills
Research, Leadership, Customer Service, Public Speaking, Management, Westlaw, Time Management, Microsoft Excel, PowerPoint, Team Building, Financial Markets, Graphic Design, Photoshop, Creative Writer, Negotiation, Budgets, Strategic Planning, Editing, Outlook, English, Microsoft Word, Microsoft Office, Windows, Teaching
Education
University of Dayton School of Law 2011 — 2014
Juris Doctor (J.D.), Law
University of Cincinnati College of Business 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance/ Real Estate, 3.44
University of Cincinnati 2003 — 2005
Associate of Science (A.S.), Emergency Medical Services
University of Cincinnati 1998 — 2002
Associate of Arts (A.A.), Sales/ Marketing
Lakota High School
High School, Marketing
River City Mortgage: Full-Service Mortgage Firm April 2015 - Present
Dreamcast Productions, LLC January 2014 - Present
Wills for Heroes Foundation February 2013 - Present
Ameritas November 2014 - June 2015
Gudorf Law Group, LLC June 2013 - November 2013
Fidelity Investments July 2007 - July 2010
Marriott International August 2005 - December 2007
ARAMARK August 2000 - December 2007
University of Cincinnati January 2007 - June 2007
Strange Stone, Inc May 2006 - September 2006
Skills
Research, Leadership, Customer Service, Public Speaking, Management, Westlaw, Time Management, Microsoft Excel, PowerPoint, Team Building, Financial Markets, Graphic Design, Photoshop, Creative Writer, Negotiation, Budgets, Strategic Planning, Editing, Outlook, English, Microsoft Word, Microsoft Office, Windows, Teaching
Education
University of Dayton School of Law 2011 — 2014
Juris Doctor (J.D.), Law
University of Cincinnati College of Business 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance/ Real Estate, 3.44
University of Cincinnati 2003 — 2005
Associate of Science (A.S.), Emergency Medical Services
University of Cincinnati 1998 — 2002
Associate of Arts (A.A.), Sales/ Marketing
Lakota High School
High School, Marketing
Laura Denlinger Laura Denlinger's Fidelity Investments Experience July 2011 - December 2012
Job Director, Brand Strategy at Amber Engine
Industry Design
Experience
Amber Engine January 2015 - Present
Doodle Home January 2013 - February 2015
Fidelity Investments July 2011 - December 2012
Stoltze Design January 2011 - July 2011
JUICE Pharma Worldwide January 2010 - September 2010
Kate Keating Associates June 2009 - September 2009
brandimage January 2009 - March 2009
BHDP Architecture June 2008 - September 2008
Skills
Web Design, Print Collateral Design, Environmental Design, Branding & Identity, Packaging, Graphics, Graphic Design, Typography, Art, User Experience Design, User Experience
Education
University of Cincinnati 2006 — 2011
BS, Graphic Design
Amber Engine January 2015 - Present
Doodle Home January 2013 - February 2015
Fidelity Investments July 2011 - December 2012
Stoltze Design January 2011 - July 2011
JUICE Pharma Worldwide January 2010 - September 2010
Kate Keating Associates June 2009 - September 2009
brandimage January 2009 - March 2009
BHDP Architecture June 2008 - September 2008
Skills
Web Design, Print Collateral Design, Environmental Design, Branding & Identity, Packaging, Graphics, Graphic Design, Typography, Art, User Experience Design, User Experience
Education
University of Cincinnati 2006 — 2011
BS, Graphic Design
Eric Senft Eric Senft's Fidelity Investments Experience May 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Skyline Chili July 2014 - May 2015
LaSalle High School August 2014 - January 2015
University of Cincinnati football office August 2011 - August 2014
Skills
Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Time Management, Microsoft Excel, Customer Service, Communication, Critical Thinking, Leadership, Management, Data Entry, Special Events...
Education
University of Cincinnati 2010 — 2015
Bachelor of Applied Science (B.A.Sc.), Sport and Fitness Administration/Management
LaSalle High School 2006 — 2010
Fidelity Investments May 2015 - Present
Skyline Chili July 2014 - May 2015
LaSalle High School August 2014 - January 2015
University of Cincinnati football office August 2011 - August 2014
Skills
Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Time Management, Microsoft Excel, Customer Service, Communication, Critical Thinking, Leadership, Management, Data Entry, Special Events...
Education
University of Cincinnati 2010 — 2015
Bachelor of Applied Science (B.A.Sc.), Sport and Fitness Administration/Management
LaSalle High School 2006 — 2010
Kaila Partin Kaila Partin's Fidelity Investments Experience May 2013 - April 2014
Job University of Miami School of Law
Industry Law Practice
Experience
MDVIP May 2015 - Present
Fidelity Investments May 2013 - April 2014
University of Cincinnati August 2011 - December 2013
Great Wolf Lodge August 2009 - May 2013
PC Works Inc. December 2010 - December 2012
Skills
Analytics, Time Management, Organization, Personal Responsibility, Building Relationships, Communication, Financial..., Always Punctual, Communication Skills, Education, Customer Service, Teamwork, Work Well Independently, Independent Thinking, Close Attention to..., Lesson Planning, QuickBooks, Enthusiasm to learn, Always Willing to Learn, Learning Quickly, Microsoft Excel, PowerPoint, Microsoft Word, Relationship Management, Stress Management
Education
University of Miami School of Law 2014 — 2017
Juris Doctor (J.D.), GPA: 3.828/4.0 Rank: No. 8
University of Cincinnati 2010 — 2014
Bachelor's Degree, Finance, General
MDVIP May 2015 - Present
Fidelity Investments May 2013 - April 2014
University of Cincinnati August 2011 - December 2013
Great Wolf Lodge August 2009 - May 2013
PC Works Inc. December 2010 - December 2012
Skills
Analytics, Time Management, Organization, Personal Responsibility, Building Relationships, Communication, Financial..., Always Punctual, Communication Skills, Education, Customer Service, Teamwork, Work Well Independently, Independent Thinking, Close Attention to..., Lesson Planning, QuickBooks, Enthusiasm to learn, Always Willing to Learn, Learning Quickly, Microsoft Excel, PowerPoint, Microsoft Word, Relationship Management, Stress Management
Education
University of Miami School of Law 2014 — 2017
Juris Doctor (J.D.), GPA: 3.828/4.0 Rank: No. 8
University of Cincinnati 2010 — 2014
Bachelor's Degree, Finance, General
Jeff Creek, CFA Jeff Creek, CFA's Fidelity Investments Experience 1996 - 2000
Job Investment Research | Financial Services | Portfolio Management
Industry Financial Services
Experience
Currently Seeking Next Great Opportunity September 2015 - Present
Hengehold Capital Management, LLC 2000 - 2015
Fidelity Investments 1996 - 2000
Charles Schwab 1987 - 1996
Skills
Portfolio Management, Investments, Strategic Planning, Management, Strategy, Asset Allocation, Finance, Analysis, Sales, Investment Strategies, Financial Analysis, Mutual Funds, Security Analysis
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance
University of Cincinnati
Bachelor’s Degree, Finance
Currently Seeking Next Great Opportunity September 2015 - Present
Hengehold Capital Management, LLC 2000 - 2015
Fidelity Investments 1996 - 2000
Charles Schwab 1987 - 1996
Skills
Portfolio Management, Investments, Strategic Planning, Management, Strategy, Asset Allocation, Finance, Analysis, Sales, Investment Strategies, Financial Analysis, Mutual Funds, Security Analysis
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance
University of Cincinnati
Bachelor’s Degree, Finance
Kelly Lammers Kelly Lammers's Fidelity Investments Experience June 2015 - Present
Job Director, Sales Enablementat Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments April 2008 - July 2015
Fidelity Investments May 2005 - April 2008
Horizon Capital Partners March 2004 - May 2005
Provident Bank January 2002 - March 2004
General Electric Aircraft Engines February 2001 - January 2002
Education
University of Cincinnati 1996 — 2001
BA and MA, Communication
Fidelity Investments June 2015 - Present
Fidelity Investments April 2008 - July 2015
Fidelity Investments May 2005 - April 2008
Horizon Capital Partners March 2004 - May 2005
Provident Bank January 2002 - March 2004
General Electric Aircraft Engines February 2001 - January 2002
Education
University of Cincinnati 1996 — 2001
BA and MA, Communication
Kim Julien Kim Julien's Fidelity Investments Experience 2007 - 2009
Job Senior Administrative AssistantHuman Resources Operations at Catholic Health Initiatives
Industry Hospital & Health Care
Experience
Catholic Health Initiatives February 2013 - Present
Cincinnati Children's Hospital Medical Center 2009 - 2013
Fidelity Investments 2007 - 2009
COMAIR INC 2003 - 2006
CINCINNATI CHILDREN'S HOPSITAL MEDICAL CENTER 2000 - 2003
Skills
Microsoft Excel, Administrative..., Microsoft Office, Visio, Customer Service, Human Resources, PowerPoint, Software Documentation, Budgets, Training, Program Management, Management, Analysis, Project Planning, Invoicing, Process Scheduler, Access, Spreadsheets, Healthcare, Administration, Microsoft Word, Outlook, Data Analysis, Data Entry
Education
SOUTHERN OHIO COLLEGE
CERTIFICATE, SOFTWARE TECHNOLOGY
University of Cincinnati 1984 — 1986
Social Work
Catholic Health Initiatives February 2013 - Present
Cincinnati Children's Hospital Medical Center 2009 - 2013
Fidelity Investments 2007 - 2009
COMAIR INC 2003 - 2006
CINCINNATI CHILDREN'S HOPSITAL MEDICAL CENTER 2000 - 2003
Skills
Microsoft Excel, Administrative..., Microsoft Office, Visio, Customer Service, Human Resources, PowerPoint, Software Documentation, Budgets, Training, Program Management, Management, Analysis, Project Planning, Invoicing, Process Scheduler, Access, Spreadsheets, Healthcare, Administration, Microsoft Word, Outlook, Data Analysis, Data Entry
Education
SOUTHERN OHIO COLLEGE
CERTIFICATE, SOFTWARE TECHNOLOGY
University of Cincinnati 1984 — 1986
Social Work
Joyce Tillman Joyce Tillman's Fidelity Investments Experience July 2000 - June 2002
Job Treasury Advisor at SunTrust Bank
Industry Banking
Experience
SunTrust Bank March 2014 - Present
Key Bank March 2006 - March 2014
Fifth Third Bank July 2002 - March 2006
Fidelity Investments July 2000 - June 2002
Skills
Treasury Management, Commercial Banking, Risk Management, Banking, Cash Management, Sales, Mergers & Acquisitions, Treasury, ERISA, Management, Financial Services, Compliance, Executive Management, Financial Analysis, Mergers, Credit, CRM, Building Relationships, Capital Markets, Loans, Credit Analysis, 401k, Treasury Services, Internal Audit, Business Development, Relationship Management, Payments, ACH
Education
University of Cincinnati 1993 — 1998
Master Labor and Employment Relations, Economic based program specializing in HR Management
University of Cincinnati 1987 — 1990
Bachelor of Business Administration, Accounting and Finance
SunTrust Bank March 2014 - Present
Key Bank March 2006 - March 2014
Fifth Third Bank July 2002 - March 2006
Fidelity Investments July 2000 - June 2002
Skills
Treasury Management, Commercial Banking, Risk Management, Banking, Cash Management, Sales, Mergers & Acquisitions, Treasury, ERISA, Management, Financial Services, Compliance, Executive Management, Financial Analysis, Mergers, Credit, CRM, Building Relationships, Capital Markets, Loans, Credit Analysis, 401k, Treasury Services, Internal Audit, Business Development, Relationship Management, Payments, ACH
Education
University of Cincinnati 1993 — 1998
Master Labor and Employment Relations, Economic based program specializing in HR Management
University of Cincinnati 1987 — 1990
Bachelor of Business Administration, Accounting and Finance
Kirby Kemper Kirby Kemper's Fidelity Investments Experience May 2007 - April 2010
Job VP, Process Design Consultant / Six Sigma Black Belt at Bank of America
Industry Financial Services
Experience
Bank of America January 2011 - Present
Fidelity Investments May 2007 - April 2010
Macy's 1993 - 2007
Skills
Six Sigma, Business Analysis, Risk Management, Financial Analysis, Process Improvement, Business Process..., Program Management, Change Management, Project Management, Black Belt, Vendor Management, Visio, Team Building, Leadership, Strategic Planning, SDLC, Cross-functional Team..., Analysis
Education
University of Cincinnati
Bank of America January 2011 - Present
Fidelity Investments May 2007 - April 2010
Macy's 1993 - 2007
Skills
Six Sigma, Business Analysis, Risk Management, Financial Analysis, Process Improvement, Business Process..., Program Management, Change Management, Project Management, Black Belt, Vendor Management, Visio, Team Building, Leadership, Strategic Planning, SDLC, Cross-functional Team..., Analysis
Education
University of Cincinnati
Katrina Geis Katrina Geis's Fidelity Investments Experience November 2013 - September 2014
Job at
Industry Financial Services
Experience
PNC October 2014 - Present
Fidelity Investments November 2013 - September 2014
Fidelity Investments January 2013 - November 2013
University of Cincinnati March 2012 - June 2012
PNC August 2008 - September 2011
Cincinnati Tan Company March 2004 - August 2008
Education
University of Cincinnati 2007 — 2012
Bachelors of Arts, Organizational Leadership
PNC October 2014 - Present
Fidelity Investments November 2013 - September 2014
Fidelity Investments January 2013 - November 2013
University of Cincinnati March 2012 - June 2012
PNC August 2008 - September 2011
Cincinnati Tan Company March 2004 - August 2008
Education
University of Cincinnati 2007 — 2012
Bachelors of Arts, Organizational Leadership
Jeff Shumway Jeff Shumway's Fidelity Investments Experience October 2000 - September 2001
Job Loan Officer at Mortgages for America
Industry Banking
Experience
Tactical Tint April 2015 - Present
Mortgages for America September 2013 - Present
Hicks Motorsports February 2011 - Present
Reynwood Communications April 2013 - September 2013
BluIP May 2012 - April 2013
Momentum Telecom May 2011 - March 2012
CommPartners May 2005 - May 2011
Clark County School District August 2004 - May 2005
CCC Information Services January 2002 - December 2004
Fidelity Investments October 2000 - September 2001
Skills
VoIP, Telecommunications, Cisco Technologies, Cloud Computing, Troubleshooting, Network Administration, Wireless, Unified Communications, Linux, Managed Services, Integration, WAN, Vendor Management, Network Engineering, Routers, SIP, TDM, Data Center, Servers, Network Design, Technical Support, Networking, IP, Ethernet, Switches, BGP, Virtualization, Telephony, MPLS, Network Security, LAN-WAN, TCP/IP, Network Architecture, VPN
Education
University of Cincinnati 1996 — 2000
BBA, Information Systems, Entrepreneurship
Tactical Tint April 2015 - Present
Mortgages for America September 2013 - Present
Hicks Motorsports February 2011 - Present
Reynwood Communications April 2013 - September 2013
BluIP May 2012 - April 2013
Momentum Telecom May 2011 - March 2012
CommPartners May 2005 - May 2011
Clark County School District August 2004 - May 2005
CCC Information Services January 2002 - December 2004
Fidelity Investments October 2000 - September 2001
Skills
VoIP, Telecommunications, Cisco Technologies, Cloud Computing, Troubleshooting, Network Administration, Wireless, Unified Communications, Linux, Managed Services, Integration, WAN, Vendor Management, Network Engineering, Routers, SIP, TDM, Data Center, Servers, Network Design, Technical Support, Networking, IP, Ethernet, Switches, BGP, Virtualization, Telephony, MPLS, Network Security, LAN-WAN, TCP/IP, Network Architecture, VPN
Education
University of Cincinnati 1996 — 2000
BBA, Information Systems, Entrepreneurship
Hank Larkins Hank Larkins's Fidelity Investments Experience September 1995 - September 1997
Job Sr. Human Resources Manager at Foxtail Foods
Industry Food Production
Experience
Foxtail Foods March 2011 - Present
Regional Elite October 2009 - June 2010
Comair December 2002 - October 2009
Leap Wireless (Cricket Communications) November 2001 - October 2002
MCI WORLDCOM September 1999 - November 2001
SDRC September 1997 - September 1999
Fidelity Investments September 1995 - September 1997
Bank One Corp March 1989 - June 1995
Skills
Employee Relations, Employee Engagement, Human Resources, Recruiting, Policy, Personnel Management, Grievances, HRIS, FMLA, Onboarding, Deferred Compensation, Employee Benefits, Labor Relations, Workforce Planning, Talent Management, Hiring, Training, Program Management, Performance Management, Management, Succession Planning, Leadership, Process Improvement, Leadership Development, College Recruiting, Coaching, Temporary Placement, Interviews, Conflict Resolution, Strategic Planning, Benefits Administration
Education
University of Cincinnati 1979 — 1985
BA, History
Foxtail Foods March 2011 - Present
Regional Elite October 2009 - June 2010
Comair December 2002 - October 2009
Leap Wireless (Cricket Communications) November 2001 - October 2002
MCI WORLDCOM September 1999 - November 2001
SDRC September 1997 - September 1999
Fidelity Investments September 1995 - September 1997
Bank One Corp March 1989 - June 1995
Skills
Employee Relations, Employee Engagement, Human Resources, Recruiting, Policy, Personnel Management, Grievances, HRIS, FMLA, Onboarding, Deferred Compensation, Employee Benefits, Labor Relations, Workforce Planning, Talent Management, Hiring, Training, Program Management, Performance Management, Management, Succession Planning, Leadership, Process Improvement, Leadership Development, College Recruiting, Coaching, Temporary Placement, Interviews, Conflict Resolution, Strategic Planning, Benefits Administration
Education
University of Cincinnati 1979 — 1985
BA, History
David Hezlep David Hezlep's Fidelity Investments Experience May 2005 - February 2008
Job Project Coordinator
Industry Information Technology and Services
Experience
eLynx December 2011 - Present
JPMorgan Chase February 2008 - February 2011
Fidelity Investments May 2005 - February 2008
Fidelity Investments September 2001 - May 2005
Skills
Visio
Education
University of Cincinnati 1988 — 2004
BS, Business
eLynx December 2011 - Present
JPMorgan Chase February 2008 - February 2011
Fidelity Investments May 2005 - February 2008
Fidelity Investments September 2001 - May 2005
Skills
Visio
Education
University of Cincinnati 1988 — 2004
BS, Business
John S Murray John S Murray's Fidelity Investments Experience July 2007 - March 2009
Job Sr. Application Analyst at Amerigas
Industry Information Technology and Services
Experience
Amerigas(formerly Heritage Propane) January 2011 - August 2013
Insight Communications November 2010 - February 2011
Convergys July 2010 - November 2010
Fidelity Investments July 2007 - March 2009
Fidelity Investments July 2004 - July 2007
Fidelity Investments July 2001 - July 2004
Fidelity Investments July 1998 - July 2001
Fidelity Investments July 1995 - July 1998
Fidelity Investments July 1993 - July 1995
Fidelity Investments July 1992 - July 1993
Skills
Business Analysis, Data Analysis, Systems Analysis, Problem Management, Critical Thinking, SDLC, Business Process..., Great troubleshooting..., Internal & External..., Software Development, Quality Assurance, Testing, Requirements Analysis, Agile Methodolgy, RallyDev, Mercury ITG, Risk Assessment, Project Management, Data Manipulation, SQL, SAS, DB2, TSO, SDF2, ISPF, Access Database, Mobility Support, Microsoft Applications, Financial Services, Propane, Agile Methodologies, Analysis, Troubleshooting, Program Management
Education
University of Cincinnati 1986 — 1989
Associates of Arts, General Studies
Little Flower
Amerigas(formerly Heritage Propane) January 2011 - August 2013
Insight Communications November 2010 - February 2011
Convergys July 2010 - November 2010
Fidelity Investments July 2007 - March 2009
Fidelity Investments July 2004 - July 2007
Fidelity Investments July 2001 - July 2004
Fidelity Investments July 1998 - July 2001
Fidelity Investments July 1995 - July 1998
Fidelity Investments July 1993 - July 1995
Fidelity Investments July 1992 - July 1993
Skills
Business Analysis, Data Analysis, Systems Analysis, Problem Management, Critical Thinking, SDLC, Business Process..., Great troubleshooting..., Internal & External..., Software Development, Quality Assurance, Testing, Requirements Analysis, Agile Methodolgy, RallyDev, Mercury ITG, Risk Assessment, Project Management, Data Manipulation, SQL, SAS, DB2, TSO, SDF2, ISPF, Access Database, Mobility Support, Microsoft Applications, Financial Services, Propane, Agile Methodologies, Analysis, Troubleshooting, Program Management
Education
University of Cincinnati 1986 — 1989
Associates of Arts, General Studies
Little Flower
Ellen Conroy's Fidelity Investments Experience July 2015 - Present
Job Sales Associate at Buckeye Running Company
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Buckeye Running Company January 2015 - July 2015
Starbucks September 2013 - June 2014
Senior Lifestyle Corporation January 2012 - September 2013
Graeter's Ice Cream October 2008 - February 2012
Skills
Writing, Spanish, Customer Service, Communication, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Cincinnati 2009 — 2013
Bachelor of Arts (BA), Spanish Language and Literature
Fidelity Investments July 2015 - Present
Buckeye Running Company January 2015 - July 2015
Starbucks September 2013 - June 2014
Senior Lifestyle Corporation January 2012 - September 2013
Graeter's Ice Cream October 2008 - February 2012
Skills
Writing, Spanish, Customer Service, Communication, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Cincinnati 2009 — 2013
Bachelor of Arts (BA), Spanish Language and Literature
Katie Schwartz Katie Schwartz's Fidelity Investments Experience July 2013 - Present
Job Financial Representative Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Great Miami Valley YMCA March 2012 - July 2013
Great Miami Valley YMCA 2004 - 2011
Skills
Financial Services, Customer Service, Finance, Financial Planning
Education
University of Cincinnati 1999 — 2003
Bachelor of Arts, Communication
Fidelity Investments July 2013 - Present
Great Miami Valley YMCA March 2012 - July 2013
Great Miami Valley YMCA 2004 - 2011
Skills
Financial Services, Customer Service, Finance, Financial Planning
Education
University of Cincinnati 1999 — 2003
Bachelor of Arts, Communication
Kenneth Perez's Fidelity Investments Experience March 2007 - August 2008
Job
Industry Information Technology and Services
Experience
Astute Solutions January 2013 - June 2015
2Checkout.com August 2008 - June 2012
Fidelity Investments March 2007 - August 2008
Cardinal Solutions December 2003 - April 2008
Kroger December 2003 - March 2007
Skills
Quality Assurance, LoadRunner, Load Testing, WinRunner, Regression Testing, Test Automation, Watir, Test Cases, Manual Testing, User Acceptance Testing, Test Planning, Integration Testing, Performance Testing, Web Testing, JIRA, Bugzilla, SQL, Linux, Unix, Windows, MySQL, SQLyog, Software Quality...
Education
University of Cincinnati 1992 — 2000
Bachelor os Science, Computer Science
Astute Solutions January 2013 - June 2015
2Checkout.com August 2008 - June 2012
Fidelity Investments March 2007 - August 2008
Cardinal Solutions December 2003 - April 2008
Kroger December 2003 - March 2007
Skills
Quality Assurance, LoadRunner, Load Testing, WinRunner, Regression Testing, Test Automation, Watir, Test Cases, Manual Testing, User Acceptance Testing, Test Planning, Integration Testing, Performance Testing, Web Testing, JIRA, Bugzilla, SQL, Linux, Unix, Windows, MySQL, SQLyog, Software Quality...
Education
University of Cincinnati 1992 — 2000
Bachelor os Science, Computer Science
Danielle Gerdes DeBow's Fidelity Investments Experience April 2001 - July 2004
Job Experienced IA Compliance Manager
Industry Financial Services
Experience
Bank of America August 2004 - June 2007
Fidelity Investments April 2001 - July 2004
Fidelity Investments June 1998 - March 2001
Education
University of Cincinnati
University of Cincinnati College of Business
Bank of America August 2004 - June 2007
Fidelity Investments April 2001 - July 2004
Fidelity Investments June 1998 - March 2001
Education
University of Cincinnati
University of Cincinnati College of Business
Doug Mourne's Fidelity Investments Experience October 1997 - January 2000
Job Surveillance and AML Compliance Officer at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2012 - Present
Capital Analysts, Incorporated December 2007 - May 2012
Fifth Third Securities January 2002 - January 2007
Fifth Third Securities January 2000 - January 2002
Fidelity Investments October 1997 - January 2000
Skills
Series 24, Series 7, Series 63, Series 66, Series 4, Series 53
Education
University of Cincinnati
Bachelors of Business Administration, Management, Marketing
Lincoln Investment Planning June 2012 - Present
Capital Analysts, Incorporated December 2007 - May 2012
Fifth Third Securities January 2002 - January 2007
Fifth Third Securities January 2000 - January 2002
Fidelity Investments October 1997 - January 2000
Skills
Series 24, Series 7, Series 63, Series 66, Series 4, Series 53
Education
University of Cincinnati
Bachelors of Business Administration, Management, Marketing
Greg McDaniel's Fidelity Investments Experience 1991 - March 2015
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Fidelity Investments 1991 - March 2015
Skills
Mutual Funds, Series 63, 401k, Financial Services, Investments, Retirement, Relationship Management, Asset Allocation, Strategic Planning, Leadership, Employee Benefits, Retirement Planning
Education
University of Cincinnati
Bachelor of Science, Marketing
Charles Schwab May 2015 - Present
Fidelity Investments 1991 - March 2015
Skills
Mutual Funds, Series 63, 401k, Financial Services, Investments, Retirement, Relationship Management, Asset Allocation, Strategic Planning, Leadership, Employee Benefits, Retirement Planning
Education
University of Cincinnati
Bachelor of Science, Marketing
David Hanson's Fidelity Investments Experience April 2005 - October 2005
Job Head of Sales, New Business North America at LexisNexis
Industry Information Services
Experience
LexisNexis December 2014 - Present
LexisNexis December 2013 - December 2014
LexisNexis January 2011 - December 2013
LexisNexis April 2008 - January 2011
LexisNexis October 2005 - March 2008
Fidelity Investments April 2005 - October 2005
LexisNexis September 2004 - April 2005
LexisNexis November 2000 - August 2004
Skills
Market Planning, Operations Management, Marketing Strategy, Pricing Strategy, Segmentation, Analytics, Product Management, Competitive Analysis, Sales Operations, Business Strategy, Sales Process, Management, Business Development, Strategic Partnerships, Strategy, Team Management
Education
University of Cincinnati 1996 — 2001
BBA, Finance
LexisNexis December 2014 - Present
LexisNexis December 2013 - December 2014
LexisNexis January 2011 - December 2013
LexisNexis April 2008 - January 2011
LexisNexis October 2005 - March 2008
Fidelity Investments April 2005 - October 2005
LexisNexis September 2004 - April 2005
LexisNexis November 2000 - August 2004
Skills
Market Planning, Operations Management, Marketing Strategy, Pricing Strategy, Segmentation, Analytics, Product Management, Competitive Analysis, Sales Operations, Business Strategy, Sales Process, Management, Business Development, Strategic Partnerships, Strategy, Team Management
Education
University of Cincinnati 1996 — 2001
BBA, Finance
Lisner, Jeremy's Fidelity Investments Experience December 1997 - August 2010
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fifth Third Bank January 2011 - Present
Fidelity Investments December 1997 - August 2010
Custom Car of Cincinnati June 1994 - November 1997
Skills
Customer Service, Requirements Gathering, User Acceptance Testing, Process Improvement, Cross-functional Team...
Education
University of Cincinnati
Fifth Third Bank January 2011 - Present
Fidelity Investments December 1997 - August 2010
Custom Car of Cincinnati June 1994 - November 1997
Skills
Customer Service, Requirements Gathering, User Acceptance Testing, Process Improvement, Cross-functional Team...
Education
University of Cincinnati
Jason Giust's Fidelity Investments Experience November 2005 - May 2012
Job Math Teacher at Julian Coleman Alternative High School
Industry Primary/Secondary Education
Experience
Julian Coleman Alternative High School August 2013 - Present
Franklin College June 2012 - May 2013
Fidelity Investments November 2005 - May 2012
Fidelity Investments September 2000 - October 2005
Fidelity Investments September 1997 - August 2000
Education
Xavier University 2000 — 2002
MBA, Finance
University of Cincinnati 1993 — 1997
Bachelor of Arts, Business-Economics
Franklin College
Julian Coleman Alternative High School August 2013 - Present
Franklin College June 2012 - May 2013
Fidelity Investments November 2005 - May 2012
Fidelity Investments September 2000 - October 2005
Fidelity Investments September 1997 - August 2000
Education
Xavier University 2000 — 2002
MBA, Finance
University of Cincinnati 1993 — 1997
Bachelor of Arts, Business-Economics
Franklin College
David Heck's Fidelity Investments Experience August 2005 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
Fidelity Investments August 2005 - Present
Skills
Series 7,63,66 Life and...
Education
University of Cincinnati
University of Cincinnati
B.A. Economics
Fidelity Investments August 2005 - Present
Skills
Series 7,63,66 Life and...
Education
University of Cincinnati
University of Cincinnati
B.A. Economics
Kristopher Kees's Fidelity Investments Experience December 2005 - Present
Job Software Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2005 - Present
Cinergy January 2003 - December 2005
The Overflowing Box March 2002 - December 2003
University of Cincinnati Honors Scholars January 2003 - March 2003
Skills
Oracle, Agile Methodologies, PL/SQL, Visual Basic, CSS, MySQL, Web Development, Java
Education
University of Cincinnati 2000 — 2006
BBA, Information Systems, Computer Science
Fidelity Investments December 2005 - Present
Cinergy January 2003 - December 2005
The Overflowing Box March 2002 - December 2003
University of Cincinnati Honors Scholars January 2003 - March 2003
Skills
Oracle, Agile Methodologies, PL/SQL, Visual Basic, CSS, MySQL, Web Development, Java
Education
University of Cincinnati 2000 — 2006
BBA, Information Systems, Computer Science
Kevin Babb's Fidelity Investments Experience July 2009 - January 2010
Job The PrivateBank Managing Director
Industry Financial Services
Experience
The PrivateBank January 2014 - Present
ADP July 2012 - January 2014
Verisight, Inc 2010 - June 2012
Fidelity Investments July 2009 - January 2010
Morningstar, Inc. January 2008 - January 2009
Fidelity Investments December 1991 - December 2007
Skills
Defined Benefit, ERISA, Retirement, Defined Contribution, Employee Benefits, 401k, Series 7, Series 63, series 6, series 66, Retirement Planning, Series 6, Investments
Education
University of Cincinnati 1986 — 1991
BA, Economics, International Affairs
The PrivateBank January 2014 - Present
ADP July 2012 - January 2014
Verisight, Inc 2010 - June 2012
Fidelity Investments July 2009 - January 2010
Morningstar, Inc. January 2008 - January 2009
Fidelity Investments December 1991 - December 2007
Skills
Defined Benefit, ERISA, Retirement, Defined Contribution, Employee Benefits, 401k, Series 7, Series 63, series 6, series 66, Retirement Planning, Series 6, Investments
Education
University of Cincinnati 1986 — 1991
BA, Economics, International Affairs
Jacqueline Friason's Fidelity Investments Experience October 1999 - January 2008
Job Licensed Series 7 & 63
Industry Financial Services
Experience
Fidelity Investments October 1999 - January 2008
Fidelity Investments 1999 - 2008
Fidelity Investments 1999 - 2008
Education
University of Cincinnati 1987 — 1989
MBA, Marketing
Fidelity Investments October 1999 - January 2008
Fidelity Investments 1999 - 2008
Fidelity Investments 1999 - 2008
Education
University of Cincinnati 1987 — 1989
MBA, Marketing
David Pizzo's Fidelity Investments Experience July 2010 - Present
Job Customer Experience Improvement Lead
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments 2007 - 2011
Skills
FINRA, Customer Service
Education
University of Cincinnati 1992 — 1997
Fidelity Investments July 2010 - Present
Fidelity Investments 2007 - 2011
Skills
FINRA, Customer Service
Education
University of Cincinnati 1992 — 1997
Erica Spears's Fidelity Investments Experience November 2004 - April 2005
Job Credit Manager at Summit Funding Group, Inc.
Industry Financial Services
Experience
Summit Funding Group, Inc. August 2011 - Present
Fifth Third Bank February 2010 - September 2011
Fifth Third Mortgage Company November 2006 - February 2010
Fifth Third Mortgage Company April 2005 - November 2006
Fidelity Investments November 2004 - April 2005
NATIONAL EQUITY TITLE COMPANY June 2003 - July 2004
MESSER CONSTRUCTION July 2003 - September 2003
Skills
Mortgage Lending, Financial Analysis, Investments, Loans, Finance, Credit, Credit Analysis, Commercial Lending, Accounting, Management, Customer Service, Sales, Underwriting
Education
University of Cincinnati 1998 — 2003
Bachelor of Business Administration, Marketing
Summit Funding Group, Inc. August 2011 - Present
Fifth Third Bank February 2010 - September 2011
Fifth Third Mortgage Company November 2006 - February 2010
Fifth Third Mortgage Company April 2005 - November 2006
Fidelity Investments November 2004 - April 2005
NATIONAL EQUITY TITLE COMPANY June 2003 - July 2004
MESSER CONSTRUCTION July 2003 - September 2003
Skills
Mortgage Lending, Financial Analysis, Investments, Loans, Finance, Credit, Credit Analysis, Commercial Lending, Accounting, Management, Customer Service, Sales, Underwriting
Education
University of Cincinnati 1998 — 2003
Bachelor of Business Administration, Marketing
John Riesenberg's Fidelity Investments Experience 2003 - 2004
Job Software Developer
Industry Information Technology and Services
Experience
Dade Moeller 2009 - 2014
Dade Moeller 2009 - 2014
C. H. Mack and Associates, Inc. 2008 - 2009
Epsilon 2004 - 2008
Fidelity Investments 2003 - 2004
Cinergy 1998 - 2002
Skills
T-SQL, Databases, SQL, Microsoft SQL Server, XML, Business Analysis, Oracle, Data Warehousing
Education
University of Cincinnati 1992 — 2000
MA, Psychology
University of Cincinnati 1981 — 1985
BS, Computer Science
University of Cincinnati 1981 — 1985
BA, Mathematics
Dade Moeller 2009 - 2014
Dade Moeller 2009 - 2014
C. H. Mack and Associates, Inc. 2008 - 2009
Epsilon 2004 - 2008
Fidelity Investments 2003 - 2004
Cinergy 1998 - 2002
Skills
T-SQL, Databases, SQL, Microsoft SQL Server, XML, Business Analysis, Oracle, Data Warehousing
Education
University of Cincinnati 1992 — 2000
MA, Psychology
University of Cincinnati 1981 — 1985
BS, Computer Science
University of Cincinnati 1981 — 1985
BA, Mathematics
Jeff Hatfield's Fidelity Investments Experience February 1998 - Present
Job VP, Relationship Management, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1998 - Present
Cinergy July 1975 - May 1996
Education
University of Cincinnati 1978 — 1981
BS, Marketing
Fidelity Investments February 1998 - Present
Cinergy July 1975 - May 1996
Education
University of Cincinnati 1978 — 1981
BS, Marketing
Elizabeth Kitchell's Fidelity Investments Experience October 1995 - 2004
Job Senior Learning Facilitator at Fifth Third Bank
Industry Financial Services
Experience
BI-OKOTO Cultural Institute August 2010 - Present
Fifth Third Bank November 2004 - Present
Fidelity Investments October 1995 - 2004
Skills
Coaching, Investments, Series 7, CRM, Sales, Strategic Financial..., Process Improvement, Retirement, Team Building, Financial Services, Program Management, Securities, Series 63, Public Speaking, Relationship Management, Performance Consulting, Wealth Management, Finance, Mutual Funds, Series 65
Education
University of Cincinnati 1988 — 1992
Bachelor of Arts (BA)
BI-OKOTO Cultural Institute August 2010 - Present
Fifth Third Bank November 2004 - Present
Fidelity Investments October 1995 - 2004
Skills
Coaching, Investments, Series 7, CRM, Sales, Strategic Financial..., Process Improvement, Retirement, Team Building, Financial Services, Program Management, Securities, Series 63, Public Speaking, Relationship Management, Performance Consulting, Wealth Management, Finance, Mutual Funds, Series 65
Education
University of Cincinnati 1988 — 1992
Bachelor of Arts (BA)
Heather Shultz's Fidelity Investments Experience November 2012 - Present
Job Vice President, Participant Marketing at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments November 2012 - Present
Procter & Gamble August 2011 - November 2012
Procter and Gamble April 2009 - August 2011
Procter & Gamble 2009 - 2009
Procter & Gamble 2007 - 2008
Procter & Gamble 2005 - 2007
Procter & Gamble 2003 - 2005
Skills
Brand Equity, Digital Marketing, Marketing Strategy, Brand Management, Shopper Marketing, Marketing Management, FMCG, Marketing Communications, Marketing Research, Integrated Marketing, Digital Strategy, Segmentation, Influencer Marketing, Product Innovation, Competitive Analysis
Education
University of Cincinnati 2003 — 2005
MA, Communications
University of Kentucky 1989 — 1993
Bachelor of Arts (BA), Communication, General
Fidelity Investments November 2012 - Present
Procter & Gamble August 2011 - November 2012
Procter and Gamble April 2009 - August 2011
Procter & Gamble 2009 - 2009
Procter & Gamble 2007 - 2008
Procter & Gamble 2005 - 2007
Procter & Gamble 2003 - 2005
Skills
Brand Equity, Digital Marketing, Marketing Strategy, Brand Management, Shopper Marketing, Marketing Management, FMCG, Marketing Communications, Marketing Research, Integrated Marketing, Digital Strategy, Segmentation, Influencer Marketing, Product Innovation, Competitive Analysis
Education
University of Cincinnati 2003 — 2005
MA, Communications
University of Kentucky 1989 — 1993
Bachelor of Arts (BA), Communication, General
Heather Kreitzer's Fidelity Investments Experience December 2012 - Present
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fifth Third Bank March 2001 - December 2008
Skills
Banking, Wealth Management, Commercial Lending, Consumer Lending, Loans, Building Relationships, Credit, Commercial Banking, Communication, Relationship Management, Customer Service, Microsoft Office, Strategic Planning, Multi Tasking, Conflict Resolution, Account Management, Team Building, Cross-functional Team..., Series 7, Private Banking, Wealth Management...
Education
University of Cincinnati
Bachelor of Arts, Communication, focus on interpersonal and organizational communication
Fidelity Investments December 2012 - Present
Fifth Third Bank March 2001 - December 2008
Skills
Banking, Wealth Management, Commercial Lending, Consumer Lending, Loans, Building Relationships, Credit, Commercial Banking, Communication, Relationship Management, Customer Service, Microsoft Office, Strategic Planning, Multi Tasking, Conflict Resolution, Account Management, Team Building, Cross-functional Team..., Series 7, Private Banking, Wealth Management...
Education
University of Cincinnati
Bachelor of Arts, Communication, focus on interpersonal and organizational communication
Leisa Grothaus's Fidelity Investments Experience July 2011 - Present
Job Learning Services Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments July 2010 - July 2011
Fidelity Investments September 2007 - July 2010
American Modern Insurance Group June 2004 - August 2007
Midland Company (American Modern Ins. Group) 2004 - 2007
Great American Insurance May 2003 - June 2004
Kendle International October 1998 - October 2003
Intrieve Incorporated March 1995 - October 1998
Harland Financial Solutions 1996 - 1998
GE Capital March 1991 - November 1995
Skills
Instructional Design, Staff Development, Leadership Development, E-learning, Curriculum Design, ADDIE, Leadership, Management, Training, E-Learning, Strategic Planning, Needs Analysis, Strategy, Team Building, Coaching
Education
Xavier University 1994 — 2002
MBA and MEd, General Business and Human Resource Development
University of Cincinnati 1985 — 1990
BA, Communication Arts
Madeira High School 1981 — 1985
High School, College Prep
Fidelity Investments July 2011 - Present
Fidelity Investments July 2010 - July 2011
Fidelity Investments September 2007 - July 2010
American Modern Insurance Group June 2004 - August 2007
Midland Company (American Modern Ins. Group) 2004 - 2007
Great American Insurance May 2003 - June 2004
Kendle International October 1998 - October 2003
Intrieve Incorporated March 1995 - October 1998
Harland Financial Solutions 1996 - 1998
GE Capital March 1991 - November 1995
Skills
Instructional Design, Staff Development, Leadership Development, E-learning, Curriculum Design, ADDIE, Leadership, Management, Training, E-Learning, Strategic Planning, Needs Analysis, Strategy, Team Building, Coaching
Education
Xavier University 1994 — 2002
MBA and MEd, General Business and Human Resource Development
University of Cincinnati 1985 — 1990
BA, Communication Arts
Madeira High School 1981 — 1985
High School, College Prep
Kelly Bielski's Fidelity Investments Experience January 1994 - July 2000
Job Advisory Services Delivery Manager at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt 2011 - Present
Hewitt Associates July 2000 - February 2011
Fidelity Investments January 1994 - July 2000
Skills
401k, Employee Benefits, Benefits Administration, Pensions, Financial Services, Retirement, Defined Contribution, Defined Benefit, ERISA, Deferred Compensation, HRIS, PeopleSoft, Succession Planning, Executive Pay, Vendor Management, Outsourcing, Mutual Funds, Performance Management, Human Resources
Education
University of Cincinnati
BA, Communications
Aon Hewitt 2011 - Present
Hewitt Associates July 2000 - February 2011
Fidelity Investments January 1994 - July 2000
Skills
401k, Employee Benefits, Benefits Administration, Pensions, Financial Services, Retirement, Defined Contribution, Defined Benefit, ERISA, Deferred Compensation, HRIS, PeopleSoft, Succession Planning, Executive Pay, Vendor Management, Outsourcing, Mutual Funds, Performance Management, Human Resources
Education
University of Cincinnati
BA, Communications
Jim Obergefell's Fidelity Investments Experience 1996 - 1999
Job LGBT/Civil Rights Activist, Speaker, Licensed Real Estate Agent
Industry Professional Training & Coaching
Experience
Coldwell Banker West Shell November 2014 - Present
Sogeti August 2011 - December 2013
First Group America November 2010 - August 2011
NorthgateArinso June 2010 - August 2010
Convergys January 2007 - May 2010
Oracle March 2005 - January 2007
Siebel Systems August 2004 - February 2006
Fidelity Investments 1996 - 1999
Education
University of Cincinnati
B.S., Secondary Education, German
Coldwell Banker West Shell November 2014 - Present
Sogeti August 2011 - December 2013
First Group America November 2010 - August 2011
NorthgateArinso June 2010 - August 2010
Convergys January 2007 - May 2010
Oracle March 2005 - January 2007
Siebel Systems August 2004 - February 2006
Fidelity Investments 1996 - 1999
Education
University of Cincinnati
B.S., Secondary Education, German
Gina Earnest's Fidelity Investments Experience Assistant Branch ManagerUS BankSeptember 1985 - June 1996
Job Client Service Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments Assistant Branch ManagerUS BankSeptember 1985 - June 1996
Education
University of Cincinnati 1977 — 1981
Business Management
Fidelity Investments Assistant Branch ManagerUS BankSeptember 1985 - June 1996
Education
University of Cincinnati 1977 — 1981
Business Management
Dennis Lyons's Fidelity Investments Experience 2005 - 2008
Job Director of Database Management at ArtsWave (Formerly The Fine Arts Fund)
Industry Fund-Raising
Experience
ArtsWave (FormerlyThe Fine Arts Fund) October 2008 - Present
fidelity investments 2005 - 2008
Cintas Corporation June 1996 - May 2005
Skills
Project Management, Requirements Analysis, Project Planning, Business Analysis, Data Warehousing, Management, Testing, Requirements Gathering, Risk Management, Customer Service, PMO, Program Management, PMP, Vendor Management, Leadership
Education
University of Cincinnati 1980 — 1985
BA, Economics
ArtsWave (FormerlyThe Fine Arts Fund) October 2008 - Present
fidelity investments 2005 - 2008
Cintas Corporation June 1996 - May 2005
Skills
Project Management, Requirements Analysis, Project Planning, Business Analysis, Data Warehousing, Management, Testing, Requirements Gathering, Risk Management, Customer Service, PMO, Program Management, PMP, Vendor Management, Leadership
Education
University of Cincinnati 1980 — 1985
BA, Economics
Jim Altier's Fidelity Investments Experience 1993 - 1998
Job Vice President, Financial Advisor Services at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan Chase February 2001 - Present
Kaplan Financial 1998 - 2001
Kaplan Financial 1998 - 2001
Fidelity Investments 1993 - 1998
Education
University of Cincinnati 1986 — 1990
BA, Political Science
JPMorgan Chase February 2001 - Present
Kaplan Financial 1998 - 2001
Kaplan Financial 1998 - 2001
Fidelity Investments 1993 - 1998
Education
University of Cincinnati 1986 — 1990
BA, Political Science
Kevin Morgan's Fidelity Investments Experience March 1995 - November 2004
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan March 2009 - Present
DWS Deutsche Bank November 2004 - January 2009
Fidelity Investments March 1995 - November 2004
Great American Insurance February 1992 - March 1994
Skills
Relationship Management, Series 7, Series 63, Mutual Funds, Retirement, 401k, Investment Advisory, Investments, Asset Allocation, Wealth Management, Pensions, Retirement Planning, Financial Advisory, Financial Services, Profit Sharing, Securities, Series 6, Alternative Investments, Asset Management, Sales, Investment Strategies, Consulting, Employee Benefits, Management
Education
University of Cincinnati 1990 — 1994
Business, Finance
JP Morgan March 2009 - Present
DWS Deutsche Bank November 2004 - January 2009
Fidelity Investments March 1995 - November 2004
Great American Insurance February 1992 - March 1994
Skills
Relationship Management, Series 7, Series 63, Mutual Funds, Retirement, 401k, Investment Advisory, Investments, Asset Allocation, Wealth Management, Pensions, Retirement Planning, Financial Advisory, Financial Services, Profit Sharing, Securities, Series 6, Alternative Investments, Asset Management, Sales, Investment Strategies, Consulting, Employee Benefits, Management
Education
University of Cincinnati 1990 — 1994
Business, Finance
Cynthia Cominsky's Fidelity Investments Experience March 2006 - May 2009
Job Graduate Research Assistant, Psychology Doctoral Program at University of Cincinnati
Industry Human Resources
Experience
University of Cincinnati May 2009 - Present
Fidelity Investments March 2006 - May 2009
Moen Incorporated November 2000 - February 2006
PlanSoft Corporation August 1998 - November 2000
Robert Bosch Corporation November 1996 - August 1998
Skills
Succession Planning, Organizational..., Career Development, Performance Management, Leadership Development, Human Resources, Workforce Planning, Strategic Planning, Talent Management, Employee Engagement, Executive Coaching, Organizational..., Recruiting, Personnel Management, Leadership, Program Management, Training, Change Management, Cross-functional Team..., Employee Benefits
Education
University of Cincinnati 2013 — 2015
Doctor of Philosophy (PhD), Psychology
University of Cincinnati 2011 — 2014
Master of Arts (M.A.), Psychology
Cleveland State University 2002 — 2004
Master of Business Administration, 2004
Bowling Green State University 1994 — 1996
MEd, Career and Technology Education
Bowling Green State University 1989 — 1994
Bachelor of Science, Communications Education
University of Cincinnati May 2009 - Present
Fidelity Investments March 2006 - May 2009
Moen Incorporated November 2000 - February 2006
PlanSoft Corporation August 1998 - November 2000
Robert Bosch Corporation November 1996 - August 1998
Skills
Succession Planning, Organizational..., Career Development, Performance Management, Leadership Development, Human Resources, Workforce Planning, Strategic Planning, Talent Management, Employee Engagement, Executive Coaching, Organizational..., Recruiting, Personnel Management, Leadership, Program Management, Training, Change Management, Cross-functional Team..., Employee Benefits
Education
University of Cincinnati 2013 — 2015
Doctor of Philosophy (PhD), Psychology
University of Cincinnati 2011 — 2014
Master of Arts (M.A.), Psychology
Cleveland State University 2002 — 2004
Master of Business Administration, 2004
Bowling Green State University 1994 — 1996
MEd, Career and Technology Education
Bowling Green State University 1989 — 1994
Bachelor of Science, Communications Education
Julie Hulgin's Fidelity Investments Experience 1989 - 1994
Job Vice President of Operations, Kroger Prescription Plans at Kroger
Industry Insurance
Experience
Kroger August 2012 - Present
Custom Design Benefits August 2005 - August 2012
Pension Corporation of America 2000 - 2005
Fidelity Investments 1989 - 1994
Education
University of Cincinnati
Kroger August 2012 - Present
Custom Design Benefits August 2005 - August 2012
Pension Corporation of America 2000 - 2005
Fidelity Investments 1989 - 1994
Education
University of Cincinnati
Gregory Veneman's Fidelity Investments Experience Project ManagerCeridian2002 - 2007
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Project ManagerCeridian2002 - 2007
Education
University of Cincinnati 1990 — 1996
Bachelors, Accounting and Administrative Management
Fidelity Investments Project ManagerCeridian2002 - 2007
Education
University of Cincinnati 1990 — 1996
Bachelors, Accounting and Administrative Management
Lawrence Mader's Fidelity Investments Experience July 2007 - February 2012
Job Participant Engagement Consultant at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement February 2012 - Present
Fidelity Investments July 2007 - February 2012
Fidelity Investments October 2000 - July 2007
Fidelity Investments October 2000 - July 2007
Fidelity Investments July 1999 - October 2000
Fidelity Investments March 1998 - July 1999
Bi-Polar Pictures December 1997 - March 1998
Procter & Gamble Productions April 1996 - April 1997
Procter & Gamble Productions April 1994 - April 1996
JCPenney Credit Service Center July 1985 - May 1993
Skills
Project Management
Education
College Conservatory of Music, University of Cincinnati 1990 — 1994
BFA, Electronic Media
University of Cincinnati 1990 — 1994
BFA, Electronic Media
Prudential Retirement February 2012 - Present
Fidelity Investments July 2007 - February 2012
Fidelity Investments October 2000 - July 2007
Fidelity Investments October 2000 - July 2007
Fidelity Investments July 1999 - October 2000
Fidelity Investments March 1998 - July 1999
Bi-Polar Pictures December 1997 - March 1998
Procter & Gamble Productions April 1996 - April 1997
Procter & Gamble Productions April 1994 - April 1996
JCPenney Credit Service Center July 1985 - May 1993
Skills
Project Management
Education
College Conservatory of Music, University of Cincinnati 1990 — 1994
BFA, Electronic Media
University of Cincinnati 1990 — 1994
BFA, Electronic Media
Jerry Meeks's Fidelity Investments Experience 1991 - Present
Job Vice President , Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1991 - Present
Fidelity Investments 1991 - 2010
Education
University of Cincinnati 1980 — 1984
BFA, Film/Broadcasting
Fidelity Investments 1991 - Present
Fidelity Investments 1991 - 2010
Education
University of Cincinnati 1980 — 1984
BFA, Film/Broadcasting
Lori Burris's Fidelity Investments Experience March 2001 - August 2010
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2001 - August 2010
Education
University of Cincinnati 2008 — 2012
Nursing
Fidelity Investments March 2001 - August 2010
Education
University of Cincinnati 2008 — 2012
Nursing
Kerry Prine's Fidelity Investments Experience January 2008 - June 2009
Job Global Operations Executive
Industry Executive Office
Experience
Guidepoint March 2015 - Present
Ceridian October 2011 - October 2014
Fidelity Investments January 2008 - June 2009
Fidelity Investments August 2004 - January 2008
Fidelity Investments July 2001 - July 2004
Fidelity Management Trust Company January 1998 - January 2001
FIRSCo Financial Operations January 1995 - January 1998
Fidelity Brokerage Service Company January 1993 - January 1995
Skills
Leadership, Process Improvement, Turn Around Management, Operational Excellence, Business Process..., Vendor Management, Team Leadership, Operations Management, Start-ups, Employee Benefits, Outsourcing, Management, Business Strategy, Team Management, Payroll, Finance, Coaching, Call Centers, Executive Management, Talent Management, Personnel Management, Human Resources, Leadership Development, Team Building, Strategic Planning, Performance Management, Financial Services, Program Management, Customer Service, Recruiting
Education
University of Cincinnati
Bachelor of Business Administration, Double Major: Finance & Real Estate
Guidepoint March 2015 - Present
Ceridian October 2011 - October 2014
Fidelity Investments January 2008 - June 2009
Fidelity Investments August 2004 - January 2008
Fidelity Investments July 2001 - July 2004
Fidelity Management Trust Company January 1998 - January 2001
FIRSCo Financial Operations January 1995 - January 1998
Fidelity Brokerage Service Company January 1993 - January 1995
Skills
Leadership, Process Improvement, Turn Around Management, Operational Excellence, Business Process..., Vendor Management, Team Leadership, Operations Management, Start-ups, Employee Benefits, Outsourcing, Management, Business Strategy, Team Management, Payroll, Finance, Coaching, Call Centers, Executive Management, Talent Management, Personnel Management, Human Resources, Leadership Development, Team Building, Strategic Planning, Performance Management, Financial Services, Program Management, Customer Service, Recruiting
Education
University of Cincinnati
Bachelor of Business Administration, Double Major: Finance & Real Estate
Jim Blaut's Fidelity Investments Experience May 2011 - Present
Job Director, Client Service Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments May 2008 - April 2011
Fidelity Investments October 2003 - May 2008
Ohio National Financial Services January 2002 - September 2003
Fidelity Investments October 1995 - December 2002
Skills
Equities, Financial Services, Series 7, Securities
Education
University of Cincinnati 1988 — 1993
BA, Finance
Fidelity Investments May 2011 - Present
Fidelity Investments May 2008 - April 2011
Fidelity Investments October 2003 - May 2008
Ohio National Financial Services January 2002 - September 2003
Fidelity Investments October 1995 - December 2002
Skills
Equities, Financial Services, Series 7, Securities
Education
University of Cincinnati 1988 — 1993
BA, Finance
Cynthia Lough's Fidelity Investments Experience Skip TracerImmerman & Tobin Co., L.P.A.1997 - 2006
Job Senior Implementation Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Skip TracerImmerman & Tobin Co., L.P.A.1997 - 2006
Education
University of Cincinnati
BS, Economics
Fidelity Investments Skip TracerImmerman & Tobin Co., L.P.A.1997 - 2006
Education
University of Cincinnati
BS, Economics
Doug Yust's Fidelity Investments Experience 2001 - 2004
Job Systems Technician at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless October 2010 - Present
Global Resources September 2010 - October 2010
Psion Teklogix May 2004 - November 2008
Fidelity Investments 2001 - 2004
Education
University of Cincinnati 2009 — 2010
Working towards Associates Degree, Computer Network Systems
Verizon Wireless October 2010 - Present
Global Resources September 2010 - October 2010
Psion Teklogix May 2004 - November 2008
Fidelity Investments 2001 - 2004
Education
University of Cincinnati 2009 — 2010
Working towards Associates Degree, Computer Network Systems
Delana Harper's Fidelity Investments Experience May 2007 - Present
Job Senior Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Financial Services, Customer Service, Unix, SQL, Risk Management, Vendor Management, Leadership, Microsoft Excel, SDLC, Agile Methodologies, Change Management, Process Improvement
Education
University of Cincinnati 1988 — 1992
Bachelor's Degree, Industrial and Organizational Psychology
University of Cincinnati 1986 — 1988
Associate's Degree, Business Administration and Management, General
Fidelity Investments May 2007 - Present
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Financial Services, Customer Service, Unix, SQL, Risk Management, Vendor Management, Leadership, Microsoft Excel, SDLC, Agile Methodologies, Change Management, Process Improvement
Education
University of Cincinnati 1988 — 1992
Bachelor's Degree, Industrial and Organizational Psychology
University of Cincinnati 1986 — 1988
Associate's Degree, Business Administration and Management, General
Dylan Mosby's Fidelity Investments Experience November 1996 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1996 - Present
Education
University of Cincinnati
Fidelity Investments November 1996 - Present
Education
University of Cincinnati
Darian Dauterich's Fidelity Investments Experience February 2007 - August 2010
Job Technology and Service Specialist
Industry Telecommunications
Experience
Verizon Wireless May 2014 - Present
Sinclair Broadcast Group April 2011 - January 2014
Fidelity Investments February 2007 - August 2010
Skills
Photography, Broadcast, Video Editing, Photoshop, Customer Service, Sales, Microsoft Office, Social Networking, Social Media Marketing, Social Media, Facebook, Editing, Blogging, Advertising
Education
University of Cincinnati 1997 — 2001
Bachelor of Fine Arts (BFA), Electronic Media
Verizon Wireless May 2014 - Present
Sinclair Broadcast Group April 2011 - January 2014
Fidelity Investments February 2007 - August 2010
Skills
Photography, Broadcast, Video Editing, Photoshop, Customer Service, Sales, Microsoft Office, Social Networking, Social Media Marketing, Social Media, Facebook, Editing, Blogging, Advertising
Education
University of Cincinnati 1997 — 2001
Bachelor of Fine Arts (BFA), Electronic Media
Marc Germano's Fidelity Investments Experience August 2011 - Present
Job Vice President, Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments March 2007 - October 2010
Prudential Financial March 2001 - September 2002
Skills
Series 7, Series 6, Series 63
Education
University of Cincinnati 1991 — 1995
Bachelor of arts, Economics
Fidelity Investments August 2011 - Present
Fidelity Investments March 2007 - October 2010
Prudential Financial March 2001 - September 2002
Skills
Series 7, Series 6, Series 63
Education
University of Cincinnati 1991 — 1995
Bachelor of arts, Economics
Jeffrey Forsthoffer's Fidelity Investments Experience August 1993 - February 2008
Job Citicorp Credit Services at Senior Supervisor
Industry Financial Services
Experience
Citicorp Credit Services March 2012 - Present
Construction Software Technologies March 2010 - March 2012
Fidelity Investments August 1993 - February 2008
ITT Financial Services May 1990 - June 1993
Education
University of Cincinnati 1985 — 1990
Business Administration, Finance and Real Estate
Citicorp Credit Services March 2012 - Present
Construction Software Technologies March 2010 - March 2012
Fidelity Investments August 1993 - February 2008
ITT Financial Services May 1990 - June 1993
Education
University of Cincinnati 1985 — 1990
Business Administration, Finance and Real Estate
David Flautt's Fidelity Investments Experience November 1997 - November 2004
Job Institutional Services: Retirement Plans & Investment Services for Companies, Foundations & Endowments
Industry Financial Services
Experience
BB&T June 2015 - Present
PNC March 2013 - June 2015
Fifth Third Bank March 2011 - February 2013
Fifth Third Bank November 2004 - March 2011
Fidelity Investments November 1997 - November 2004
Macy's July 1992 - November 1997
Skills
Investments, 401k, Retirement Planning, Asset Managment, Retirement, Employee Benefits, Financial Services, Asset Management, CRM, Series 63, Mutual Funds, Relationship Management, Leadership, Wealth Management, Portfolio Management, Management
Education
University of Cincinnati 1983 — 1989
Bachelor of Science: Health Service Administration & Planning, Health Services Administration
BB&T June 2015 - Present
PNC March 2013 - June 2015
Fifth Third Bank March 2011 - February 2013
Fifth Third Bank November 2004 - March 2011
Fidelity Investments November 1997 - November 2004
Macy's July 1992 - November 1997
Skills
Investments, 401k, Retirement Planning, Asset Managment, Retirement, Employee Benefits, Financial Services, Asset Management, CRM, Series 63, Mutual Funds, Relationship Management, Leadership, Wealth Management, Portfolio Management, Management
Education
University of Cincinnati 1983 — 1989
Bachelor of Science: Health Service Administration & Planning, Health Services Administration
Hema Pattabiraman's Fidelity Investments Experience April 2012 - July 2013
Job SDE at Microsoft
Industry Computer Software
Experience
Microsoft July 2013 - Present
Fidelity Investments April 2012 - July 2013
dunnhumby June 2011 - March 2012
University of Cincinnati October 2010 - June 2011
iNautix Technologies India Pvt Ltd. March 2007 - August 2010
Skills
SQL, Java, XML, PL/SQL, Database Design, Databases, Software Development, ASP.NET, HTML, SDLC, Java Enterprise Edition, J2EE, ASP.Net, Adobe..., Spring, .Net,MVC, PL/SQL,Oracle 11g,..., SAS DI, Oracle..., Spring, J2EE, Microsoft Dynamics, Microsoft SQL Server, Program Management, BPMN, SQL Azure, ASP.NET MVC, Entity Framework, Web Applications, SOA, Web Development, Agile Methodologies, JavaScript
Education
University of Cincinnati 2010 — 2012
Information Systems, Information systems
D.A.V
High school diploma
Madras Institute of Technology , Anna University
Bachelor of Engineering, Computer Science
Microsoft July 2013 - Present
Fidelity Investments April 2012 - July 2013
dunnhumby June 2011 - March 2012
University of Cincinnati October 2010 - June 2011
iNautix Technologies India Pvt Ltd. March 2007 - August 2010
Skills
SQL, Java, XML, PL/SQL, Database Design, Databases, Software Development, ASP.NET, HTML, SDLC, Java Enterprise Edition, J2EE, ASP.Net, Adobe..., Spring, .Net,MVC, PL/SQL,Oracle 11g,..., SAS DI, Oracle..., Spring, J2EE, Microsoft Dynamics, Microsoft SQL Server, Program Management, BPMN, SQL Azure, ASP.NET MVC, Entity Framework, Web Applications, SOA, Web Development, Agile Methodologies, JavaScript
Education
University of Cincinnati 2010 — 2012
Information Systems, Information systems
D.A.V
High school diploma
Madras Institute of Technology , Anna University
Bachelor of Engineering, Computer Science
David Lovitz's Fidelity Investments Experience November 2005 - August 2007
Job Territory Sales Manager Square D by Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Square D by Schneider Electric May 2015 - Present
Square D by Schneider Electric May 2014 - Present
Siemens October 2012 - May 2014
Siemens December 2008 - October 2012
Cooper Lighting (Controls) December 2007 - December 2008
Fidelity Investments November 2005 - August 2007
Alpha Tau Omega Fraternity July 2004 - May 2005
Alpha Tau Omega Fraternity July 2002 - June 2004
Skills
Sales, Technical Product Sales, Technical Sales..., Sales Presentation..., Outstanding..., Leadership, Organization &..., Public Speaking, Solution Selling, Sales Engineering, Switchgear, Power Distribution, Lighting Controls, Fundraising, Territory..., Territory Management, Business Development, New Business Development, Product Development, Salesforce.com, Management, Direct Sales, Forecasting, Sales Management, Channel Partners, Key Account Management, Sales Operations, Business Planning
Education
University of Cincinnati 1997 — 2002
B.A., Communication
Square D by Schneider Electric May 2015 - Present
Square D by Schneider Electric May 2014 - Present
Siemens October 2012 - May 2014
Siemens December 2008 - October 2012
Cooper Lighting (Controls) December 2007 - December 2008
Fidelity Investments November 2005 - August 2007
Alpha Tau Omega Fraternity July 2004 - May 2005
Alpha Tau Omega Fraternity July 2002 - June 2004
Skills
Sales, Technical Product Sales, Technical Sales..., Sales Presentation..., Outstanding..., Leadership, Organization &..., Public Speaking, Solution Selling, Sales Engineering, Switchgear, Power Distribution, Lighting Controls, Fundraising, Territory..., Territory Management, Business Development, New Business Development, Product Development, Salesforce.com, Management, Direct Sales, Forecasting, Sales Management, Channel Partners, Key Account Management, Sales Operations, Business Planning
Education
University of Cincinnati 1997 — 2002
B.A., Communication
Darin Meek's Fidelity Investments Experience 1993 - 2002
Job ManagerInvestments/Compliance
Industry Investment Management
Experience
Gruss & CO., Inc. 2006 - Present
Wachovia Securities 2005 - 2006
MetLife 2002 - 2005
Fidelity Investments 1993 - 2002
Skills
Hedge Funds, Investments, Investment Strategies, Due Diligence, New Business Development, Event Driven, Global Macro, Fund Of Funds, Long/Short Equity, Private Equity, Operational Due..., Separately Managed..., Lease Negotiations, Financial Services, Asset Management, Alternative Investments, Mutual Funds, Equities
Education
Xavier University 1998 — 2000
MBA
University of Cincinnati 1988 — 1992
BA
Gruss & CO., Inc. 2006 - Present
Wachovia Securities 2005 - 2006
MetLife 2002 - 2005
Fidelity Investments 1993 - 2002
Skills
Hedge Funds, Investments, Investment Strategies, Due Diligence, New Business Development, Event Driven, Global Macro, Fund Of Funds, Long/Short Equity, Private Equity, Operational Due..., Separately Managed..., Lease Negotiations, Financial Services, Asset Management, Alternative Investments, Mutual Funds, Equities
Education
Xavier University 1998 — 2000
MBA
University of Cincinnati 1988 — 1992
BA
Jeanne Bauer's Fidelity Investments Experience January 2014 - Present
Job Communication Specialist Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments April 2012 - January 2014
Fidelity Investments April 2004 - April 2012
Fidelity Investments November 1999 - April 2004
Fidelity Investments August 1997 - November 1999
VehiCare March 1994 - August 1997
Skills
Process Improvement, Vendor Management, Financial Services, Strategic Planning, Visio
Education
University of Cincinnati 1989 — 1994
Bachelor's Degree
Fidelity Investments January 2014 - Present
Fidelity Investments April 2012 - January 2014
Fidelity Investments April 2004 - April 2012
Fidelity Investments November 1999 - April 2004
Fidelity Investments August 1997 - November 1999
VehiCare March 1994 - August 1997
Skills
Process Improvement, Vendor Management, Financial Services, Strategic Planning, Visio
Education
University of Cincinnati 1989 — 1994
Bachelor's Degree
Jason Horn's Fidelity Investments Experience December 2014 - Present
Job Director, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Transamerica Retirement Solutions September 2014 - November 2014
Transamerica Retirement Solutions May 2011 - September 2014
Fidelity Investments June 2007 - May 2011
Fidelity Investments May 2006 - May 2007
Fidelity Investments March 2002 - May 2006
Skills
Mutual Funds, Series 63, 401k, Series 7, Spark ARPC
Education
University of Cincinnati 1993 — 1998
BA, Marketing and Management
Fidelity Investments December 2014 - Present
Transamerica Retirement Solutions September 2014 - November 2014
Transamerica Retirement Solutions May 2011 - September 2014
Fidelity Investments June 2007 - May 2011
Fidelity Investments May 2006 - May 2007
Fidelity Investments March 2002 - May 2006
Skills
Mutual Funds, Series 63, 401k, Series 7, Spark ARPC
Education
University of Cincinnati 1993 — 1998
BA, Marketing and Management
Isaac Ivery's Fidelity Investments Experience August 2005 - August 2010
Job Entrepreneur
Industry Marketing and Advertising
Experience
Iworld Properties September 2014 - Present
Iworldinsight September 2010 - Present
Imani Family Center August 2010 - Present
Campus Life Deals November 2011 - December 2014
Fidelity Investments August 2005 - August 2010
Skills
Marketing, Landing Page..., SEO, Strategic Leadership, Email Marketing, Google Adwords..., Mobile Marketing, Mobile Web Design, Strategic Financial..., Consulting, Investments, Portfolio Management, Business Analysis, Financial Services, Project Management, Coaching, Digital Marketing, Strategic Planning, Strategy, Leadership, Lead Generation, Nonprofits, Market Research, Management, Customer Service, Analytics
Education
University of Cincinnati
Business, Management, Marketing, and Related Support Services
Iworld Properties September 2014 - Present
Iworldinsight September 2010 - Present
Imani Family Center August 2010 - Present
Campus Life Deals November 2011 - December 2014
Fidelity Investments August 2005 - August 2010
Skills
Marketing, Landing Page..., SEO, Strategic Leadership, Email Marketing, Google Adwords..., Mobile Marketing, Mobile Web Design, Strategic Financial..., Consulting, Investments, Portfolio Management, Business Analysis, Financial Services, Project Management, Coaching, Digital Marketing, Strategic Planning, Strategy, Leadership, Lead Generation, Nonprofits, Market Research, Management, Customer Service, Analytics
Education
University of Cincinnati
Business, Management, Marketing, and Related Support Services
Eric Eshman's Fidelity Investments Experience October 2004 - June 2005
Job Operations Manager at Miami Industrial Tool Supply
Industry Machinery
Experience
Miami Industrial November 2007 - Present
Miami Industrial Tool Supply June 2005 - November 2006
Fidelity Investments October 2004 - June 2005
Third Bank December 2002 - October 2004
Miami Industrial Tool Supply June 2001 - October 2004
Intelligent Staffing June 2001 - June 2002
Skills
Customer Service, Planning, Customer Relations, Microsoft Office, Problem Solving, Inventory Management, Excel, Word, PowerPoint, Outlook, Access, Scheduling, Purchasing, Shipping, Data Entry, Customer Satisfaction, Research, Invoicing, Teamwork, Receiving, Troubleshooting, Inventory Control, Process Improvement, Operations Management, Team Building, Warehousing, Time Management, Accounts Receivable, Project Planning, Sourcing, Sales, Recruiting, Forecasting, Accounting, Budgets, Continuous Improvement, Account Management, Leadership, Sales Operations, Lean Manufacturing, Six Sigma, Process Scheduler, Microsoft Excel
Education
University of Cincinnati
Associates, Business
University of Cincinnati
Associates, Applied Business
Miami Industrial November 2007 - Present
Miami Industrial Tool Supply June 2005 - November 2006
Fidelity Investments October 2004 - June 2005
Third Bank December 2002 - October 2004
Miami Industrial Tool Supply June 2001 - October 2004
Intelligent Staffing June 2001 - June 2002
Skills
Customer Service, Planning, Customer Relations, Microsoft Office, Problem Solving, Inventory Management, Excel, Word, PowerPoint, Outlook, Access, Scheduling, Purchasing, Shipping, Data Entry, Customer Satisfaction, Research, Invoicing, Teamwork, Receiving, Troubleshooting, Inventory Control, Process Improvement, Operations Management, Team Building, Warehousing, Time Management, Accounts Receivable, Project Planning, Sourcing, Sales, Recruiting, Forecasting, Accounting, Budgets, Continuous Improvement, Account Management, Leadership, Sales Operations, Lean Manufacturing, Six Sigma, Process Scheduler, Microsoft Excel
Education
University of Cincinnati
Associates, Business
University of Cincinnati
Associates, Applied Business
Joy Schlie's Fidelity Investments Experience June 1998 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1998 - Present
Skills
Series 63, Series 7, Relationship Management, Mutual Funds, Series 6, Financial Services, Account Management, Sales, Retirement, Retirement Planning, Investments, Insurance, Series 65
Education
Xavier University 2001 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Cincinnati 1991 — 1995
Bachelor of Arts (B.A.), Business/Corporate Communications
Fidelity Investments June 1998 - Present
Skills
Series 63, Series 7, Relationship Management, Mutual Funds, Series 6, Financial Services, Account Management, Sales, Retirement, Retirement Planning, Investments, Insurance, Series 65
Education
Xavier University 2001 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Cincinnati 1991 — 1995
Bachelor of Arts (B.A.), Business/Corporate Communications
Keith Ackel's Fidelity Investments Experience February 2001 - Present
Job Audit Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
Fidelity Investments December 1997 - February 2001
Skills
ACL, Internal Controls, Data Analysis, Financial Operations, Microsoft Office, Access Lists, Financial Analysis, Sarbanes-Oxley, Financial Reporting, Auditing, Internal Audit, Risk Management, Enterprise Risk...
Education
University of Cincinnati 1993 — 1997
BS, Accounting
Fidelity Investments February 2001 - Present
Fidelity Investments December 1997 - February 2001
Skills
ACL, Internal Controls, Data Analysis, Financial Operations, Microsoft Office, Access Lists, Financial Analysis, Sarbanes-Oxley, Financial Reporting, Auditing, Internal Audit, Risk Management, Enterprise Risk...
Education
University of Cincinnati 1993 — 1997
BS, Accounting
David Richer's Fidelity Investments Experience July 2011 - November 2011
Job Sales Lead at Service Systems Associates
Industry Human Resources
Experience
Fidelity Investments July 2011 - November 2011
Service Systems Associates July 2010 - June 2011
Cincinnati Zoo and Botanical Gardens July 2010 - January 2011
Kin Products July 2008 - August 2008
Bob Evans September 2005 - September 2007
Education
University of Cincinnati 2006 — 2011
University of Cincinnati
Organizational Leadership
Fidelity Investments July 2011 - November 2011
Service Systems Associates July 2010 - June 2011
Cincinnati Zoo and Botanical Gardens July 2010 - January 2011
Kin Products July 2008 - August 2008
Bob Evans September 2005 - September 2007
Education
University of Cincinnati 2006 — 2011
University of Cincinnati
Organizational Leadership
John Samples's Fidelity Investments Experience January 2005 - July 2008
Job Supervisor at Great American Financial Resources
Industry Financial Services
Experience
Great American Financial Resources May 2014 - Present
Great American Financial Resources July 2011 - Present
Great American Plan Administrators July 2008 - July 2011
Fidelity Investments January 2005 - July 2008
Sibcy Cline Realtors September 2003 - September 2005
City of Covington September 2001 - September 2003
Clermont County Community Planning & Development March 2000 - September 2001
Skills
Accounting, Auditing, GIS, Insurance, Process Improvement, Sales, Microsoft Office, Outlook, Microsoft Excel, Analysis, Research, Team Building
Education
University of Cincinnati 1998 — 2003
Bachelor, Urban Planning
Great American Financial Resources May 2014 - Present
Great American Financial Resources July 2011 - Present
Great American Plan Administrators July 2008 - July 2011
Fidelity Investments January 2005 - July 2008
Sibcy Cline Realtors September 2003 - September 2005
City of Covington September 2001 - September 2003
Clermont County Community Planning & Development March 2000 - September 2001
Skills
Accounting, Auditing, GIS, Insurance, Process Improvement, Sales, Microsoft Office, Outlook, Microsoft Excel, Analysis, Research, Team Building
Education
University of Cincinnati 1998 — 2003
Bachelor, Urban Planning
Maria Pour's Fidelity Investments Experience 1997 - 1999
Job Distributor Juice Plus+
Industry Health, Wellness and Fitness
Experience
Juice Plus+ November 2010 - Present
Fidelity Investments 1997 - 1999
Fidelity Investments 1991 - 1997
Skills
Nutrition
Education
University of Cincinnati
Bachelor of Science, Management
Juice Plus+ November 2010 - Present
Fidelity Investments 1997 - 1999
Fidelity Investments 1991 - 1997
Skills
Nutrition
Education
University of Cincinnati
Bachelor of Science, Management
Karen NOIMAN's Fidelity Investments Experience March 2000 - January 2013
Job
Industry Executive Office
Experience
Fidelity Investments March 2000 - January 2013
Fidelity Investments May 1989 - February 2000
Fidelity Investments February 1989 - May 1989
Skills
Negotiation, C++
Education
University of Cincinnati
Liberal Arts
Fidelity Investments March 2000 - January 2013
Fidelity Investments May 1989 - February 2000
Fidelity Investments February 1989 - May 1989
Skills
Negotiation, C++
Education
University of Cincinnati
Liberal Arts
Kwiatkowski Philip's Fidelity Investments Experience October 1992 - July 1997
Job Business Specalist Grid Modernization at Duke Energy
Industry Accounting
Experience
Duke Energy August 2008 - Present
Fidelity Investments October 1992 - July 1997
University Consultants March 1986 - July 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English
Education
University of Cincinnati 1988 — 1992
Bachelor's degree, Accounting
Duke Energy August 2008 - Present
Fidelity Investments October 1992 - July 1997
University Consultants March 1986 - July 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English
Education
University of Cincinnati 1988 — 1992
Bachelor's degree, Accounting
Josh Canafax's Fidelity Investments Experience April 2004 - July 2006
Job Portfolio Manager at BMW
Industry Automotive
Experience
BMW October 2011 - January 2013
Blue Chip Parking, LLC November 2009 - December 2010
Fidelity Investments April 2004 - July 2006
Education
University of Cincinnati 2007 — 2012
Organizational Leadership/Business, Business Administration and Management, General, Graduated
Xavier University 2006 — 2007
BMW October 2011 - January 2013
Blue Chip Parking, LLC November 2009 - December 2010
Fidelity Investments April 2004 - July 2006
Education
University of Cincinnati 2007 — 2012
Organizational Leadership/Business, Business Administration and Management, General, Graduated
Xavier University 2006 — 2007
Jason Dall's Fidelity Investments Experience October 1999 - June 2012
Job Entry Writer
Industry Financial Services
Experience
DHL September 2013 - Present
TD Ameritrade November 2012 - June 2013
Fidelity Investments October 1999 - June 2012
Western & Southern Financial Group June 1996 - October 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Outlook, Sales, Research, Data Entry, Management, Team Leadership, Time Management, Analysis, Data Analysis
Education
University of Cincinnati 1992 — 1996
Bachelor of Science (BS), Environmental Science
DHL September 2013 - Present
TD Ameritrade November 2012 - June 2013
Fidelity Investments October 1999 - June 2012
Western & Southern Financial Group June 1996 - October 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Outlook, Sales, Research, Data Entry, Management, Team Leadership, Time Management, Analysis, Data Analysis
Education
University of Cincinnati 1992 — 1996
Bachelor of Science (BS), Environmental Science
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank