Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Martin Eckstein Martin Eckstein's Fidelity Investments Experience May 2011 - May 2013
Job Life and Annuity Claims at Great American Insurance
Industry Financial Services
Experience
Great American Insurance May 2013 - Present
Fidelity Investments May 2011 - May 2013
Hamilton County Sheriff's Office 1990 - 2007
Skills
Investigation, Video Editing, Photography, Crime Scene..., Evidence Collection, Shoeprint identification, Latent Fingerprint..., Evidence Processing, Bullet Trajectory, Bloodstain Pattern..., Courtroom Presentations, Crime Scene..., Police Instructor, Field Training Officer, Expert Witness, Stock Trading, Stock Research, Mutual Funds, IRAs, Financial Transactions, Stock Market, Microsoft Office, AFIS, Options Strategies
Education
University of Cincinnati 1987 — 2008
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science w/ Minor in Business Administrastion, 3.25
University of Cincinnati 1987 — 1989
Associate of Science (A.S.), Corporate/Industrial Security, 3.4
Great American Insurance May 2013 - Present
Fidelity Investments May 2011 - May 2013
Hamilton County Sheriff's Office 1990 - 2007
Skills
Investigation, Video Editing, Photography, Crime Scene..., Evidence Collection, Shoeprint identification, Latent Fingerprint..., Evidence Processing, Bullet Trajectory, Bloodstain Pattern..., Courtroom Presentations, Crime Scene..., Police Instructor, Field Training Officer, Expert Witness, Stock Trading, Stock Research, Mutual Funds, IRAs, Financial Transactions, Stock Market, Microsoft Office, AFIS, Options Strategies
Education
University of Cincinnati 1987 — 2008
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science w/ Minor in Business Administrastion, 3.25
University of Cincinnati 1987 — 1989
Associate of Science (A.S.), Corporate/Industrial Security, 3.4
Ramon Gregory Ramon Gregory's Fidelity Investments Experience 1994 - 1997
Job Senior Vice President Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health July 2011 - Present
Telstra February 2009 - July 2010
E*TRADE Financial 2006 - 2009
The Gregory Group LLC 2005 - 2006
The Home Depot 2000 - 2005
AIG 1997 - 2000
Fidelity Investments 1994 - 1997
John Hancock Mutual Life Insurance 1993 - 1994
MCI 1983 - 1994
Skills
Call Center, Customer Experience, Customer Retention, Vendor Management, Process Improvement, Account Management, CRM, Leadership, Strategy, Operations Management, Call Centers, Program Management, Change Management, Team Building, Business Development, Cross-functional Team..., Executive Management, Customer Service, Workforce Management, Performance Management, Outsourcing, Management, Team Leadership, Project Management, Strategic Planning, Sales, P&L Management, Employee Engagement, Analytics, Business Process..., Direct Marketing, Sales Operations, Inspiring People, Customer Satisfaction, Project Planning, Coaching, Business Transformation, International Operations, Risk Management, Strategic Partnerships, Retail, Training, Forecasting, Product Management, Start-ups, Business Analysis, SaaS, Competitive Analysis, Salesforce.com, Telecommunications
Education
University of Cincinnati 1980 — 1983
BA, Communications
Wittenberg University 1978 — 1980
Communications
Cardinal Health July 2011 - Present
Telstra February 2009 - July 2010
E*TRADE Financial 2006 - 2009
The Gregory Group LLC 2005 - 2006
The Home Depot 2000 - 2005
AIG 1997 - 2000
Fidelity Investments 1994 - 1997
John Hancock Mutual Life Insurance 1993 - 1994
MCI 1983 - 1994
Skills
Call Center, Customer Experience, Customer Retention, Vendor Management, Process Improvement, Account Management, CRM, Leadership, Strategy, Operations Management, Call Centers, Program Management, Change Management, Team Building, Business Development, Cross-functional Team..., Executive Management, Customer Service, Workforce Management, Performance Management, Outsourcing, Management, Team Leadership, Project Management, Strategic Planning, Sales, P&L Management, Employee Engagement, Analytics, Business Process..., Direct Marketing, Sales Operations, Inspiring People, Customer Satisfaction, Project Planning, Coaching, Business Transformation, International Operations, Risk Management, Strategic Partnerships, Retail, Training, Forecasting, Product Management, Start-ups, Business Analysis, SaaS, Competitive Analysis, Salesforce.com, Telecommunications
Education
University of Cincinnati 1980 — 1983
BA, Communications
Wittenberg University 1978 — 1980
Communications
Stephanie Gruber Stephanie Gruber's Fidelity Investments Experience September 2004 - May 2009
Job Sales Associate, Dilly Cafe Wine & Gourmet
Industry Retail
Experience
Western & Southern Financial Group December 2009 - October 2010
Fidelity Investments September 2004 - May 2009
Family Investment Services, Inc July 2001 - September 2004
Cincinnati Bell Telephone May 1997 - July 2001
Clinique 1998 - 1999
Skills
Asset Managment, Retirement Planning, Financial Analysis, Financial Services, Project Management, Retirement, Program Management, Sales, Data Analysis, Financial Modeling
Education
University of Cincinnati 1975 — 1976
Associate of Science, Office Administration
Anderson Senior High School 1970 — 1974
Western & Southern Financial Group December 2009 - October 2010
Fidelity Investments September 2004 - May 2009
Family Investment Services, Inc July 2001 - September 2004
Cincinnati Bell Telephone May 1997 - July 2001
Clinique 1998 - 1999
Skills
Asset Managment, Retirement Planning, Financial Analysis, Financial Services, Project Management, Retirement, Program Management, Sales, Data Analysis, Financial Modeling
Education
University of Cincinnati 1975 — 1976
Associate of Science, Office Administration
Anderson Senior High School 1970 — 1974
Sheila Oeder Sheila Oeder's Fidelity Investments Experience September 2014 - Present
Job
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Skills
Retirement, Defined Benefit, Employee Benefits, Strategic Planning, Relationship Management, Financial Services, Process Improvement, Defined Contribution, Marketing, Sales, Series 7, Series 63, Mutual Funds, 401k, Investments, Team Leadership, Team Management
Education
University of Cincinnati 2002 — 2005
MS
Vanderbilt University 1993 — 1997
BS
Fidelity Investments September 2014 - Present
Skills
Retirement, Defined Benefit, Employee Benefits, Strategic Planning, Relationship Management, Financial Services, Process Improvement, Defined Contribution, Marketing, Sales, Series 7, Series 63, Mutual Funds, 401k, Investments, Team Leadership, Team Management
Education
University of Cincinnati 2002 — 2005
MS
Vanderbilt University 1993 — 1997
BS
Simon Lawson Simon Lawson's Fidelity Investments Experience December 2014 - Present
Job High Net Worth Associate at Fidelity
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments May 2014 - Present
UPS November 2012 - May 2014
Skills
Finance, Leadership, Wealth Management, Financial Analysis, Economics, Ability to work..., Time Management, Strong project and time..., Supervisory Skills, Customer Service, Adept in using Mac and..., Experienced in..., Excellent interpersonal..., Public Speaking, Team Leadership
Education
University of Cincinnati 2009 — 2014
Bachelor of Science (BS), Organizational Leadership
Fidelity Investments December 2014 - Present
Fidelity Investments May 2014 - Present
UPS November 2012 - May 2014
Skills
Finance, Leadership, Wealth Management, Financial Analysis, Economics, Ability to work..., Time Management, Strong project and time..., Supervisory Skills, Customer Service, Adept in using Mac and..., Experienced in..., Excellent interpersonal..., Public Speaking, Team Leadership
Education
University of Cincinnati 2009 — 2014
Bachelor of Science (BS), Organizational Leadership
Alex Abramovich Alex Abramovich's Fidelity Investments Experience July 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Morgan Stanley August 2013 - August 2014
Hobsons April 2013 - September 2013
ARAMARK January 2011 - February 2013
Skills
Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Leadership, Social Media, Access, Team Leadership, Public Speaking, Data Analysis, Sourcing, Management, Social Networking, Talent Acquisition, Teamwork, Sales, Marketing
Education
Xavier University 2015 — 2017
Master of Business Administration (MBA)
University of Cincinnati College of Business 2010 — 2014
Bachelor's degree, Economics/Finance
Anderson High School 2006 — 2010
Fidelity Investments July 2014 - Present
Morgan Stanley August 2013 - August 2014
Hobsons April 2013 - September 2013
ARAMARK January 2011 - February 2013
Skills
Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Leadership, Social Media, Access, Team Leadership, Public Speaking, Data Analysis, Sourcing, Management, Social Networking, Talent Acquisition, Teamwork, Sales, Marketing
Education
Xavier University 2015 — 2017
Master of Business Administration (MBA)
University of Cincinnati College of Business 2010 — 2014
Bachelor's degree, Economics/Finance
Anderson High School 2006 — 2010
Shawn Hill Shawn Hill's Fidelity Investments Experience October 1987 - July 1991
Job Partner at Cornerstone Financial Group
Industry Financial Services
Experience
Cornerstone Financial Group November 2006 - Present
Commonwealth Financial Network 2006 - 2015
Lincoln Financial Advisors/Cigna Financial Advisors August 1991 - November 2006
Fidelity Investments October 1987 - July 1991
Skills
Strategic Financial..., Investment Advisory..., Portfolio Management, Estate Planning, Wealth Accumulation..., High Net Worth..., Closely Held - Family..., Retirement Income..., Charitable Gift Planning
Education
University of Cincinnati 1983 — 1986
Bachelor of Arts (B.A.), Economics
St. Francis College 1982 — 1983
Business Administration and Management, General
Cornerstone Financial Group November 2006 - Present
Commonwealth Financial Network 2006 - 2015
Lincoln Financial Advisors/Cigna Financial Advisors August 1991 - November 2006
Fidelity Investments October 1987 - July 1991
Skills
Strategic Financial..., Investment Advisory..., Portfolio Management, Estate Planning, Wealth Accumulation..., High Net Worth..., Closely Held - Family..., Retirement Income..., Charitable Gift Planning
Education
University of Cincinnati 1983 — 1986
Bachelor of Arts (B.A.), Economics
St. Francis College 1982 — 1983
Business Administration and Management, General
Matt Woody Matt Woody's Fidelity Investments Experience January 2006 - April 2010
Job Vice President, Commercial Support Center at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank November 2013 - Present
Fifth Third Bank August 2010 - October 2013
Fidelity Investments January 2006 - April 2010
Fidelity Investments January 2005 - December 2005
Fidelity Investments September 2002 - January 2005
Fidelity Investments March 2002 - September 2002
Fidelity Investments February 1998 - September 2002
Skills
Process Improvement, Leadership, Management, Relationship Management, Operations Management, Risk Management, Strategy, Business Process..., Call Centers, Talent Management, Cross-functional Team..., Project Management, Coaching, Executive Management, Financial Services, Organizational..., Six Sigma, Employee Benefits, Customer Service, Budgets, Banking
Education
Xavier University, Williams College of Business 2009 — 2013
MBA, Business Administration and Management, General
University of Cincinnati College of Business 1985 — 1990
BBA, Management/Marketing
Fifth Third Bank November 2013 - Present
Fifth Third Bank August 2010 - October 2013
Fidelity Investments January 2006 - April 2010
Fidelity Investments January 2005 - December 2005
Fidelity Investments September 2002 - January 2005
Fidelity Investments March 2002 - September 2002
Fidelity Investments February 1998 - September 2002
Skills
Process Improvement, Leadership, Management, Relationship Management, Operations Management, Risk Management, Strategy, Business Process..., Call Centers, Talent Management, Cross-functional Team..., Project Management, Coaching, Executive Management, Financial Services, Organizational..., Six Sigma, Employee Benefits, Customer Service, Budgets, Banking
Education
Xavier University, Williams College of Business 2009 — 2013
MBA, Business Administration and Management, General
University of Cincinnati College of Business 1985 — 1990
BBA, Management/Marketing
Max Helmer Max Helmer's Fidelity Investments Experience September 1997 - March 2001
Job IBM Partner Offering Maximo in the Cloud Solutions Affordable Asset Management Software as a Service
Industry Information Technology and Services
Experience
Fifth Third Bank Loss Mitigation Travel Team July 2009 - December 2011
SolutionMax Web Services February 2002 - July 2009
Ideacom Cincinnati March 2001 - February 2002
Fidelity Investments September 1997 - March 2001
United States Army National Guard June 1993 - June 1999
Skills
Maximo, CMMS, Maximo Software, Software Asset..., Asset Managment, Equipment Maintenance, Capital Equipment, Enterprise Asset..., EAM Software, Inventory Management, Preventive Maintenance, Maintenance Management, Facilities Management, SaaS, IBM Tivoli, IBM Partner, Enterprise Software, Maximo Training, Maximo Services, Training, Software, Asset Management, Process Improvement, Cloud Computing, Leadership, Access, CRM, Management, New Business Development, Budgets, Project Planning, Account Management, Salesforce.com, Email Marketing, PPC, Business Development, SEM, E-commerce, Analytics, Project Management, Marketing, Marketing Strategy, Social Media Marketing, Online Marketing, Strategy
Education
University of Cincinnati College of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing
Google Advertising Learning Center
Google AdWords Certification, Search Advertising
Inbound Marketing University 2011 — 2012
Inbound Marketing Certification, Inbound Marketing Training Program
Fifth Third Bank Loss Mitigation Travel Team July 2009 - December 2011
SolutionMax Web Services February 2002 - July 2009
Ideacom Cincinnati March 2001 - February 2002
Fidelity Investments September 1997 - March 2001
United States Army National Guard June 1993 - June 1999
Skills
Maximo, CMMS, Maximo Software, Software Asset..., Asset Managment, Equipment Maintenance, Capital Equipment, Enterprise Asset..., EAM Software, Inventory Management, Preventive Maintenance, Maintenance Management, Facilities Management, SaaS, IBM Tivoli, IBM Partner, Enterprise Software, Maximo Training, Maximo Services, Training, Software, Asset Management, Process Improvement, Cloud Computing, Leadership, Access, CRM, Management, New Business Development, Budgets, Project Planning, Account Management, Salesforce.com, Email Marketing, PPC, Business Development, SEM, E-commerce, Analytics, Project Management, Marketing, Marketing Strategy, Social Media Marketing, Online Marketing, Strategy
Education
University of Cincinnati College of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing
Google Advertising Learning Center
Google AdWords Certification, Search Advertising
Inbound Marketing University 2011 — 2012
Inbound Marketing Certification, Inbound Marketing Training Program
Monica Kunky Monica Kunky's Fidelity Investments Experience March 2012 - July 2013
Job Proposal Writer at Navient
Industry Real Estate
Experience
Navient October 2014 - Present
Realty Executives May 2013 - Present
Fidelity Investments March 2012 - July 2013
Cincinnati Childrens Hospital Medical Center December 2010 - December 2011
Huff Realty/Comey & Shepherd March 2005 - April 2011
Zipscene August 2008 - February 2010
Fidelity Investments 1995 - 2005
Skills
Business Analysis, Business Development, Program Management, Marketing, Marketing Strategy, Social Media, Sales, Customer Service, Project Management, Contract Negotiation, Real Estate, Negotiation, Sales Management, New Home Sales
Education
University of Cincinnati
Bachelor of Arts, Communications
Navient October 2014 - Present
Realty Executives May 2013 - Present
Fidelity Investments March 2012 - July 2013
Cincinnati Childrens Hospital Medical Center December 2010 - December 2011
Huff Realty/Comey & Shepherd March 2005 - April 2011
Zipscene August 2008 - February 2010
Fidelity Investments 1995 - 2005
Skills
Business Analysis, Business Development, Program Management, Marketing, Marketing Strategy, Social Media, Sales, Customer Service, Project Management, Contract Negotiation, Real Estate, Negotiation, Sales Management, New Home Sales
Education
University of Cincinnati
Bachelor of Arts, Communications
Ethan Dunkle Ethan Dunkle's Fidelity Investments Experience June 2010 - September 2010
Job Senior Consultant at Ricondo & Associates
Industry Airlines/Aviation
Experience
Ricondo & Associates May 2013 - Present
Messer Construction Co. August 2012 - May 2013
Delta Air Lines January 2011 - October 2012
Fidelity Investments June 2010 - September 2010
Skills
Microsoft Excel, Marketing, Time Management, Strategic Planning, Financial Analysis, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Customer Service, Analysis, Outlook, Team Leadership, Budgets, Process Improvement, Accounting, Data Analysis, Teamwork, Access, Management, Public Speaking, Forecasting, Sales, Project Planning
Education
University of Cincinnati College of Business 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Ricondo & Associates May 2013 - Present
Messer Construction Co. August 2012 - May 2013
Delta Air Lines January 2011 - October 2012
Fidelity Investments June 2010 - September 2010
Skills
Microsoft Excel, Marketing, Time Management, Strategic Planning, Financial Analysis, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Customer Service, Analysis, Outlook, Team Leadership, Budgets, Process Improvement, Accounting, Data Analysis, Teamwork, Access, Management, Public Speaking, Forecasting, Sales, Project Planning
Education
University of Cincinnati College of Business 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Shawn Linhart Shawn Linhart's Fidelity Investments Experience September 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Ohio Development Services Agency May 2013 - August 2013
GE Aviation August 2012 - December 2012
GE Aviation March 2012 - June 2012
Skills
Microsoft Office, Communication, Motivation, Self-confidence, Self-starter, Organization, Leadership, Microsoft Excel, Microsoft Word, Event Planning
Education
University of Cincinnati 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments September 2014 - Present
Ohio Development Services Agency May 2013 - August 2013
GE Aviation August 2012 - December 2012
GE Aviation March 2012 - June 2012
Skills
Microsoft Office, Communication, Motivation, Self-confidence, Self-starter, Organization, Leadership, Microsoft Excel, Microsoft Word, Event Planning
Education
University of Cincinnati 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Phillip Ott Phillip Ott's Fidelity Investments Experience January 2013 - Present
Job Transaction Processing Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
i-wireless LLC December 2011 - January 2013
Amazon August 2011 - December 2011
Robin Hill Farm June 2010 - September 2010
Barnes and Noble Booksellers January 2006 - January 2010
The CD/Game Exchange January 2001 - January 2006
Skills
Microsoft Office, Microsoft Word, Customer Service, English, Research, Windows, Outlook
Education
University of Cincinnati
Bachelor of Arts, History
St. Xavier High School
High School Diploma
Fidelity Investments January 2013 - Present
i-wireless LLC December 2011 - January 2013
Amazon August 2011 - December 2011
Robin Hill Farm June 2010 - September 2010
Barnes and Noble Booksellers January 2006 - January 2010
The CD/Game Exchange January 2001 - January 2006
Skills
Microsoft Office, Microsoft Word, Customer Service, English, Research, Windows, Outlook
Education
University of Cincinnati
Bachelor of Arts, History
St. Xavier High School
High School Diploma
Marc Loeffler, PMP MBA Marc Loeffler, PMP MBA's Fidelity Investments Experience August 2007 - December 2008
Job Senior Program Manager at The EW Scripps Company
Industry Information Technology and Services
Experience
The E. W. Scripps Company April 2010 - Present
Children's Theatre of Mason January 2008 - Present
Fidelity Investments / Veritude Contracting October 2009 - February 2010
Fidelity Investments August 2007 - December 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 1996 - 2006
Skills
Program Management, Certified Project..., Business Analysis, SDLC, Strategic Planning, Waterfall, Mergers, Cloud Computing, Outsourcing, Acquisitions, Divestitures, Iterative, Process Improvement, Vendor Management, Mergers & Acquisitions, CRM, Project Management
Education
Xavier University - Williams College of Business 1999 — 2001
MBA, Business Administration
University of Cincinnati College of Business
BBA, Accounting
Walnut Hills High School
The E. W. Scripps Company April 2010 - Present
Children's Theatre of Mason January 2008 - Present
Fidelity Investments / Veritude Contracting October 2009 - February 2010
Fidelity Investments August 2007 - December 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 1996 - 2006
Skills
Program Management, Certified Project..., Business Analysis, SDLC, Strategic Planning, Waterfall, Mergers, Cloud Computing, Outsourcing, Acquisitions, Divestitures, Iterative, Process Improvement, Vendor Management, Mergers & Acquisitions, CRM, Project Management
Education
Xavier University - Williams College of Business 1999 — 2001
MBA, Business Administration
University of Cincinnati College of Business
BBA, Accounting
Walnut Hills High School
Robert Ostmann Robert Ostmann's Fidelity Investments Experience 1995 - 2000
Job Solutions Architect
Industry Information Technology and Services
Experience
CBTS July 2007 - Present
Cincinnati Bell Technology Solutions 2006 - Present
WeDoFishing LLC March 1999 - Present
Xerox Global Services 2000 - 2005
Fidelity Investments 1995 - 2000
Skills
Data Center, Disaster Recovery, Cloud Computing, Vendor Management, Managed Services, VMware, Solution Selling, Cisco Technologies, Storage, Virtualization, VDI, Solaris, ITIL
Education
University of Cincinnati 1990 — 1995
INformation Systems
CBTS July 2007 - Present
Cincinnati Bell Technology Solutions 2006 - Present
WeDoFishing LLC March 1999 - Present
Xerox Global Services 2000 - 2005
Fidelity Investments 1995 - 2000
Skills
Data Center, Disaster Recovery, Cloud Computing, Vendor Management, Managed Services, VMware, Solution Selling, Cisco Technologies, Storage, Virtualization, VDI, Solaris, ITIL
Education
University of Cincinnati 1990 — 1995
INformation Systems
Carolyn Moeller Carolyn Moeller's Fidelity Investments Experience 1995 - 2008
Job Retirement Plan Analyst at The Standard
Industry Financial Services
Experience
The Standard 2009 - Present
Jomarc Financial Group 2008 - 2009
Fidelity Investments 1995 - 2008
Procter & Gamble 1978 - 1985
Skills
Finance, 401k
Education
University of Cincinnati College of Business
BBA, Accounting
Xavier University
The Standard 2009 - Present
Jomarc Financial Group 2008 - 2009
Fidelity Investments 1995 - 2008
Procter & Gamble 1978 - 1985
Skills
Finance, 401k
Education
University of Cincinnati College of Business
BBA, Accounting
Xavier University
Trudi Lynn Luebberst Trudi Lynn Luebberst's Fidelity Investments Experience 1993 - 1997
Job Global Brand Marketing Manager at Cook Medical
Industry Medical Devices
Experience
Cook Medical February 2012 - Present
Tellus 2009 - 2011
NuVo Technologies, Inc. 2005 - 2009
Wellspring Consulting Group 2002 - 2005
Siemens - PLM Solutions (formerly SDRC) 1997 - 2002
Fidelity Investments 1993 - 1997
Ethicon Endo-Surgery (a Johnson & Johnson Co.) 1991 - 1993
Skills
Marketing Strategy, Strategic Planning, Marketing Management, Digital Marketing, Marketing, Strategy, Branding & Identity, Global Marketing, Leadership, Innovation Development, Myers-Briggs Certified, Project Management, Global Cross-Functional..., New Business Development, Management, Global Management, Advertising, Business Development, B2B, Web Marketing, Marketing Communications, E-commerce, CRM, B2C, Product Marketing, International Marketing, Brand Development, Team Leadership, Online Marketing, Program Management, Social Media Marketing, Competitive Analysis, Email Marketing, Segmentation, Direct Mail, Website Development, Global Strategy, Cross-functional Team..., Product Development, Product Launch, Social Media, Strategic Partnerships, Consulting, Business Innovation
Education
University of Cincinnati
Bachelor of Science (B.S.), Marketing & Management
Lakota High School
College Prep, Business
Cook Medical February 2012 - Present
Tellus 2009 - 2011
NuVo Technologies, Inc. 2005 - 2009
Wellspring Consulting Group 2002 - 2005
Siemens - PLM Solutions (formerly SDRC) 1997 - 2002
Fidelity Investments 1993 - 1997
Ethicon Endo-Surgery (a Johnson & Johnson Co.) 1991 - 1993
Skills
Marketing Strategy, Strategic Planning, Marketing Management, Digital Marketing, Marketing, Strategy, Branding & Identity, Global Marketing, Leadership, Innovation Development, Myers-Briggs Certified, Project Management, Global Cross-Functional..., New Business Development, Management, Global Management, Advertising, Business Development, B2B, Web Marketing, Marketing Communications, E-commerce, CRM, B2C, Product Marketing, International Marketing, Brand Development, Team Leadership, Online Marketing, Program Management, Social Media Marketing, Competitive Analysis, Email Marketing, Segmentation, Direct Mail, Website Development, Global Strategy, Cross-functional Team..., Product Development, Product Launch, Social Media, Strategic Partnerships, Consulting, Business Innovation
Education
University of Cincinnati
Bachelor of Science (B.S.), Marketing & Management
Lakota High School
College Prep, Business
Brian Barthelmeh's Fidelity Investments Experience June 2006 - Present
Job Sr. Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Education
University of Cincinnati College of Business 2003 — 2004
MBA, Finance, Real Estate
University of Cincinnati College of Business 1996 — 2000
BBA, Finance, Real Estate
Oak Hills High School 1992 — 1996
Fidelity Investments June 2006 - Present
Education
University of Cincinnati College of Business 2003 — 2004
MBA, Finance, Real Estate
University of Cincinnati College of Business 1996 — 2000
BBA, Finance, Real Estate
Oak Hills High School 1992 — 1996
Steve O'Connor, CFP® Steve O'Connor, CFP®'s Fidelity Investments Experience 1993 - 2010
Job President, Altus Wealth Management
Industry Financial Services
Experience
Altus Wealth Management March 2010 - Present
Fidelity Investments 1993 - 2010
Skills
Wealth Management, Investment Advisory..., Strategic Financial..., Retirement Planning, ETFs, Investments, Fixed Income Portfolio..., Retirement, Mutual Funds, Project Planning, Finance, Alternative Investments, Securities, Fixed Income, Leadership
Education
University of Cincinnati
Bachelor of Science Degree, Finance
Altus Wealth Management March 2010 - Present
Fidelity Investments 1993 - 2010
Skills
Wealth Management, Investment Advisory..., Strategic Financial..., Retirement Planning, ETFs, Investments, Fixed Income Portfolio..., Retirement, Mutual Funds, Project Planning, Finance, Alternative Investments, Securities, Fixed Income, Leadership
Education
University of Cincinnati
Bachelor of Science Degree, Finance
Kevin Reis Kevin Reis's Fidelity Investments Experience August 2008 - Present
Job Managing Director, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2008 - Present
Pfizer, Inc. February 1985 - March 2007
Skills
Strategic Planning, Investments
Education
University of Cincinnati College of Business 1977 — 1981
Fidelity Investments August 2008 - Present
Pfizer, Inc. February 1985 - March 2007
Skills
Strategic Planning, Investments
Education
University of Cincinnati College of Business 1977 — 1981
Nicholas Newell Nicholas Newell's Fidelity Investments Experience April 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Roulston Research May 2014 - August 2014
University of Cincinnati September 2007 - August 2014
Lowe's Home Improvement April 2012 - December 2013
Skills
Microsoft Excel, Financial Analysis, Econometrics, SAS programming, Economics, Community Organizing, Public Speaking, Financial Valuation, R, Investments, Option Valuation, Communication, Brazilian Portuguese, Spanish-English, Austrian Theory of..., Financial Research
Education
University of Cincinnati 2013 — 2014
MS-Finance, 3.9/4.0
University of Cincinnati 2009 — 2011
Master of Business Administration (MBA), International Business, 3.3/4.0
University of Cincinnati 2005 — 2009
Bachelor's degree, Spanish Language and Literature, 3.2/4.0
Fidelity Investments April 2015 - Present
Roulston Research May 2014 - August 2014
University of Cincinnati September 2007 - August 2014
Lowe's Home Improvement April 2012 - December 2013
Skills
Microsoft Excel, Financial Analysis, Econometrics, SAS programming, Economics, Community Organizing, Public Speaking, Financial Valuation, R, Investments, Option Valuation, Communication, Brazilian Portuguese, Spanish-English, Austrian Theory of..., Financial Research
Education
University of Cincinnati 2013 — 2014
MS-Finance, 3.9/4.0
University of Cincinnati 2009 — 2011
Master of Business Administration (MBA), International Business, 3.3/4.0
University of Cincinnati 2005 — 2009
Bachelor's degree, Spanish Language and Literature, 3.2/4.0
Ryan Gutter Ryan Gutter's Fidelity Investments Experience September 2006 - Present
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Skills
Business Analysis, Process Improvement, Software Project..., PMO, Customer Service, Financial Services, Project Management, Business Process..., Program Management, Relationship Management, Investments, Strategic Planning, Vendor Management, Analysis, Risk Management, Team Leadership, Leadership, Management
Education
University of Cincinnati
Fidelity Investments September 2006 - Present
Skills
Business Analysis, Process Improvement, Software Project..., PMO, Customer Service, Financial Services, Project Management, Business Process..., Program Management, Relationship Management, Investments, Strategic Planning, Vendor Management, Analysis, Risk Management, Team Leadership, Leadership, Management
Education
University of Cincinnati
Nayeem Qureshi's Fidelity Investments Experience 1993 - 2002
Job Founder / President at Global Philanthropy Advisors
Industry Investment Management
Experience
Global Philanthropy Advisors 2008 - Present
Halbert Hargrove January 2013 - February 2014
ShariahShares Inc. August 2012 - December 2012
Saturna Capital Corporation February 2010 - August 2012
Newdea/ Global Philanthropy advisors 2008 - 2010
Lehman Brothers 2006 - 2008
Foundation Source 2002 - 2006
Fidelity Investments 1993 - 2002
Skills
Wealth Management, Investment Advisory, CRM, Investments, Retirement Planning, SaaS, Equities, Private Equity, Philanthropy, Asset Management, Sales Management, Strategic Planning, Program Management, Management, Financial Advisory, Wealth Management..., Entrepreneurship
Education
University of Cincinnati
Global Philanthropy Advisors 2008 - Present
Halbert Hargrove January 2013 - February 2014
ShariahShares Inc. August 2012 - December 2012
Saturna Capital Corporation February 2010 - August 2012
Newdea/ Global Philanthropy advisors 2008 - 2010
Lehman Brothers 2006 - 2008
Foundation Source 2002 - 2006
Fidelity Investments 1993 - 2002
Skills
Wealth Management, Investment Advisory, CRM, Investments, Retirement Planning, SaaS, Equities, Private Equity, Philanthropy, Asset Management, Sales Management, Strategic Planning, Program Management, Management, Financial Advisory, Wealth Management..., Entrepreneurship
Education
University of Cincinnati
David Lutmer, PMP's Fidelity Investments Experience October 2006 - November 2008
Job Retirement Plan Manager CHI Benefits at Catholic Health Initiatives
Industry Hospital & Health Care
Experience
Catholic Health Initiatives May 2014 - Present
Catholic Health Initiatives July 2013 - May 2014
Liberty Mutual Insurance February 2009 - June 2013
Fidelity Investments October 2006 - November 2008
Fidelity Investments October 2000 - October 2006
Fidelity Investments March 1999 - October 2000
Fidelity Investments March 1996 - March 1999
Fidelity Investments January 1994 - March 1996
Skills
Program Management, Business Process..., Cross-functional Team..., SDLC, Business Analysis, CRM, Project Management, PMP, Management, Leadership, Analysis, Product Management, Strategy, Team Building, Training, Budgets, Forecasting
Education
University of Cincinnati College of Business 1985 — 1990
BBA, Finance/Marketing
St. Xavier High School 1982 — 1985
Catholic Health Initiatives May 2014 - Present
Catholic Health Initiatives July 2013 - May 2014
Liberty Mutual Insurance February 2009 - June 2013
Fidelity Investments October 2006 - November 2008
Fidelity Investments October 2000 - October 2006
Fidelity Investments March 1999 - October 2000
Fidelity Investments March 1996 - March 1999
Fidelity Investments January 1994 - March 1996
Skills
Program Management, Business Process..., Cross-functional Team..., SDLC, Business Analysis, CRM, Project Management, PMP, Management, Leadership, Analysis, Product Management, Strategy, Team Building, Training, Budgets, Forecasting
Education
University of Cincinnati College of Business 1985 — 1990
BBA, Finance/Marketing
St. Xavier High School 1982 — 1985
Peter Musser Peter Musser's Fidelity Investments Experience April 2008 - Present
Job Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2008 - Present
Fidelity Investments April 2007 - April 2008
Fidelity Investments July 2006 - April 2007
Fidelity Investments September 2004 - July 2006
Education
University of Cincinnati
Bachelor of Applied Science, Marketing
Fidelity Investments April 2008 - Present
Fidelity Investments April 2007 - April 2008
Fidelity Investments July 2006 - April 2007
Fidelity Investments September 2004 - July 2006
Education
University of Cincinnati
Bachelor of Applied Science, Marketing
Mike McCann, CRPC®, MBA, AIF® Mike McCann, CRPC®, MBA, AIF®'s Fidelity Investments Experience August 2014 - Present
Job Senior Managing Director
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments August 2011 - September 2013
The Hartford February 2011 - August 2011
Fidelity Investments November 1998 - May 2010
Skills
Retirement, Investments, Customer Relations, Consultative Selling, Mutual Funds, 401k, Series 7, Retirement Planning, Portfolio Management, Asset Allocation, Strategic Financial..., Customer Service, Strategy, Series 63, Selling, Leadership, Employee Benefits, Financial Planning
Education
University of Cincinnati College of Business 1988 — 1993
Bachelor of Business Administration, Marketing and Management
University of Phoenix
MBA, Business
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments August 2011 - September 2013
The Hartford February 2011 - August 2011
Fidelity Investments November 1998 - May 2010
Skills
Retirement, Investments, Customer Relations, Consultative Selling, Mutual Funds, 401k, Series 7, Retirement Planning, Portfolio Management, Asset Allocation, Strategic Financial..., Customer Service, Strategy, Series 63, Selling, Leadership, Employee Benefits, Financial Planning
Education
University of Cincinnati College of Business 1988 — 1993
Bachelor of Business Administration, Marketing and Management
University of Phoenix
MBA, Business
Karen Kanir Karen Kanir's Fidelity Investments Experience 2008 - January 2010
Job Kanir Financial Services LLC
Industry Financial Services
Experience
Kanir Financial Services LLC January 2007 - Present
Fidelity Investments 2008 - January 2010
Paychex April 2006 - April 2008
Gartner 2000 - 2004
Xerox Corporation 1995 - 2001
Skills
Consultative Selling, Team Building, Mentoring, Coaching, Strategic Planning, Sales Management, Leadership Development, New Business Development, B2B, Customer Relations, Sales Process, Management Consulting, Account Management, Direct Sales, Series 63, Series 6, Selling, Insurance, Sales
Education
University of Cincinnati College of Business
BBA, Marketing/International Business
Kanir Financial Services LLC January 2007 - Present
Fidelity Investments 2008 - January 2010
Paychex April 2006 - April 2008
Gartner 2000 - 2004
Xerox Corporation 1995 - 2001
Skills
Consultative Selling, Team Building, Mentoring, Coaching, Strategic Planning, Sales Management, Leadership Development, New Business Development, B2B, Customer Relations, Sales Process, Management Consulting, Account Management, Direct Sales, Series 63, Series 6, Selling, Insurance, Sales
Education
University of Cincinnati College of Business
BBA, Marketing/International Business
Tammy Lohrum Tammy Lohrum's Fidelity Investments Experience October 2008 - December 2008
Job Experienced Customer Service Rep, and Healthcare worker
Industry Primary/Secondary Education
Experience
Covington Independent Public Schools October 2009 - Present
A Caring Choice May 2009 - Present
Fidelity Investments October 2008 - December 2008
University of Cincinnati September 2004 - January 2007
Education
University of Cincinnati- Clermont College
Associates of Applied Science, Forensics/Criminal Justice
University of Cincinnati
Bachelor of Science, Criminal Justice
Covington Independent Public Schools October 2009 - Present
A Caring Choice May 2009 - Present
Fidelity Investments October 2008 - December 2008
University of Cincinnati September 2004 - January 2007
Education
University of Cincinnati- Clermont College
Associates of Applied Science, Forensics/Criminal Justice
University of Cincinnati
Bachelor of Science, Criminal Justice
Ryane Stone Ryane Stone's Fidelity Investments Experience December 2007 - May 2009
Job Purchasing Agent/Buyer at United States Department of Defense
Industry Marketing and Advertising
Experience
United States Department of Defense April 2015 - Present
Alliance Data November 2013 - December 2014
Penn National Gaming September 2012 - October 2013
Penn National Gaming September 2012 - January 2013
University of Phoenix June 2009 - September 2012
Fidelity Investments December 2007 - May 2009
Burke, Inc. October 2005 - December 2006
Montgomery County-Economic Support June 2004 - September 2005
Skills
Marketing, Advertising, Event Management, Direct Mail, Social Media, Entertainment, Market Planning, Project Management, Public Speaking, Public Relations, Leadership, Teamwork, Business Analytics, Sales
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Marketing
University of Cincinnati 2002 — 2008
Bachelors of Business Administration, Marketing
United States Department of Defense April 2015 - Present
Alliance Data November 2013 - December 2014
Penn National Gaming September 2012 - October 2013
Penn National Gaming September 2012 - January 2013
University of Phoenix June 2009 - September 2012
Fidelity Investments December 2007 - May 2009
Burke, Inc. October 2005 - December 2006
Montgomery County-Economic Support June 2004 - September 2005
Skills
Marketing, Advertising, Event Management, Direct Mail, Social Media, Entertainment, Market Planning, Project Management, Public Speaking, Public Relations, Leadership, Teamwork, Business Analytics, Sales
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Marketing
University of Cincinnati 2002 — 2008
Bachelors of Business Administration, Marketing
Nathan Schrand's Fidelity Investments Experience October 1995 - Present
Job Supervisory Delegate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1995 - Present
Skills
Scuba Diving, Skydiving, Horses, Photography, Compliance Officers, Financial Risk, Customer Service, Strategic Planning, Research, Soldering, Windows, Microsoft Office, English, Budgets
Education
University of Cincinnati 1991 — 1994
Business Administration, Management and Operations
Fidelity Investments October 1995 - Present
Skills
Scuba Diving, Skydiving, Horses, Photography, Compliance Officers, Financial Risk, Customer Service, Strategic Planning, Research, Soldering, Windows, Microsoft Office, English, Budgets
Education
University of Cincinnati 1991 — 1994
Business Administration, Management and Operations
Mark McCain Mark McCain's Fidelity Investments Experience February 2011 - June 2011
Job Retail Sales Representative at Verizon Wireless
Industry Consumer Services
Experience
Verizon Wireless August 2011 - Present
Fidelity Investments February 2011 - June 2011
Fitness Together September 2009 - February 2011
University of Cincinnati May 2008 - June 2009
Skills
Training, Selling, Program Management, Research, Sales, Sales Management, Customer Retention, Customer Service, Retail, Customer Experience, Marketing, Sales Process, Cold Calling, Account Management, Management
Education
University of Cincinnati 2005 — 2009
B.S., Economics
Verizon Wireless August 2011 - Present
Fidelity Investments February 2011 - June 2011
Fitness Together September 2009 - February 2011
University of Cincinnati May 2008 - June 2009
Skills
Training, Selling, Program Management, Research, Sales, Sales Management, Customer Retention, Customer Service, Retail, Customer Experience, Marketing, Sales Process, Cold Calling, Account Management, Management
Education
University of Cincinnati 2005 — 2009
B.S., Economics
Mary Kay Carter Mary Kay Carter's Fidelity Investments Experience September 2013 - Present
Job
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments June 2008 - September 2013
Fidelity Investments May 2006 - June 2008
Fidelity Investments August 2004 - May 2006
Fidelity Investments September 2000 - August 2004
Federated Department Stores February 1998 - August 2000
Federated Department Stores August 1996 - February 1998
Skills
Financial Services, Retirement, Mutual Funds, Relationship Management, Securities, Investments, Employee Benefits, FINRA, ESPP, Equities, Business Analysis, Vendor Management, Series 9/10, Series 24
Education
University of Cincinnati 1995 — 2000
B.A., History
Fidelity Investments September 2013 - Present
Fidelity Investments June 2008 - September 2013
Fidelity Investments May 2006 - June 2008
Fidelity Investments August 2004 - May 2006
Fidelity Investments September 2000 - August 2004
Federated Department Stores February 1998 - August 2000
Federated Department Stores August 1996 - February 1998
Skills
Financial Services, Retirement, Mutual Funds, Relationship Management, Securities, Investments, Employee Benefits, FINRA, ESPP, Equities, Business Analysis, Vendor Management, Series 9/10, Series 24
Education
University of Cincinnati 1995 — 2000
B.A., History
Steven M Brown's Fidelity Investments Experience 2000 - 2003
Job Project Manager: Architectural Door Systems, LLC
Industry Building Materials
Experience
Steven M. Brown Ins. Agency May 2009 - Present
Farmers Insurance 2007 - 2009
U.S. Bank 2005 - 2007
People's First Savings Bank Mortgage Division 2003 - 2005
Fidelity Investments 2000 - 2003
Skills
Insurance, Customer Service, Management, Strategic Planning, Team Building, Sales, Public Speaking, Small Business, Fixed Annuities, Marketing, Leadership, Sales Management
Education
University of Cincinnati 1993 — 1997
B.A., Political Science
University of Cincinnati
Bachelor's of Science, Political Science
Steven M. Brown Ins. Agency May 2009 - Present
Farmers Insurance 2007 - 2009
U.S. Bank 2005 - 2007
People's First Savings Bank Mortgage Division 2003 - 2005
Fidelity Investments 2000 - 2003
Skills
Insurance, Customer Service, Management, Strategic Planning, Team Building, Sales, Public Speaking, Small Business, Fixed Annuities, Marketing, Leadership, Sales Management
Education
University of Cincinnati 1993 — 1997
B.A., Political Science
University of Cincinnati
Bachelor's of Science, Political Science
Noel Howell Noel Howell's Fidelity Investments Experience October 2014 - August 2015
Job Electronic Response Representative at Fidelity Investments
Industry Financial Services
Experience
Ranstad August 2015 - Present
Fidelity Investments October 2014 - August 2015
Staples September 2011 - October 2014
Anthem April 2011 - September 2011
AMT Group November 2009 - April 2011
Skills
Finance, Customer Service, Accounting
Education
University of Cincinnati 2006 — 2009
Associate of Arts (A.A.), Accounting
Ranstad August 2015 - Present
Fidelity Investments October 2014 - August 2015
Staples September 2011 - October 2014
Anthem April 2011 - September 2011
AMT Group November 2009 - April 2011
Skills
Finance, Customer Service, Accounting
Education
University of Cincinnati 2006 — 2009
Associate of Arts (A.A.), Accounting
Maria Pour Maria Pour's Fidelity Investments Experience March 1991 - December 1999
Job
Industry Financial Services
Experience
Fidelity Investments March 1991 - December 1999
US Bank 1987 - 1990
Skills
Leadership, Management, Microsoft Word, Training, Team Oriented, Customer Service, Skilled Multi-tasker, Microsoft Excel
Education
University of Cincinnati 1980 — 1994
Bachelor of Science in Management, Business Administration and Management, General
Fidelity Investments March 1991 - December 1999
US Bank 1987 - 1990
Skills
Leadership, Management, Microsoft Word, Training, Team Oriented, Customer Service, Skilled Multi-tasker, Microsoft Excel
Education
University of Cincinnati 1980 — 1994
Bachelor of Science in Management, Business Administration and Management, General
Edward Villari's Fidelity Investments Experience July 2014 - Present
Job Investments Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Neyer Properties, Inc. June 2011 - August 2012
LaRosa's Corporate Office August 2005 - August 2011
Callahan & Associates March 2009 - December 2010
Skills
Hold Series 7, Hold Series 63, Hold Series 66
Education
University of Cincinnati College of Business 2007 — 2012
Bachelor of Business Administration (BBA), Finance and Marketing
Elder High School 2003 — 2007
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Neyer Properties, Inc. June 2011 - August 2012
LaRosa's Corporate Office August 2005 - August 2011
Callahan & Associates March 2009 - December 2010
Skills
Hold Series 7, Hold Series 63, Hold Series 66
Education
University of Cincinnati College of Business 2007 — 2012
Bachelor of Business Administration (BBA), Finance and Marketing
Elder High School 2003 — 2007
Paul Attwood , CFA Paul Attwood , CFA's Fidelity Investments Experience 1993 - 1994
Job SVP, Fund Manager at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank July 2007 - Present
Haberer Registered Investment Advisor, Inc. 1995 - 2007
Conseco Capital Management 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Chartered Financial..., Industry recognition -..., Bottom line, Wall..., Barron's, Business..., Equities, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis, Investments, Mutual Funds
Education
University of Cincinnati
Bachelor of Business Administration (BBA), Finance
Huntington National Bank July 2007 - Present
Haberer Registered Investment Advisor, Inc. 1995 - 2007
Conseco Capital Management 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Chartered Financial..., Industry recognition -..., Bottom line, Wall..., Barron's, Business..., Equities, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis, Investments, Mutual Funds
Education
University of Cincinnati
Bachelor of Business Administration (BBA), Finance
Alex Spencer, MBA's Fidelity Investments Experience September 2006 - November 2007
Job Contract Specialist at Avid Technology
Industry Management Consulting
Experience
Avid Technology March 2015 - Present
Spencer Media Marketing October 2011 - March 2015
CinciNatural Center January 2011 - March 2015
Avid Technology 2015 - 2015
The GRID Digital Magazine February 2012 - October 2013
Wright-Patterson Air Force Base August 2009 - October 2011
Fidelity Investments September 2006 - November 2007
Fifth Third Bank August 2005 - September 2006
Robert W. Baird & Co. April 2005 - August 2005
Skills
Strategic Leadership, Analytical Approach, Contract Negotiation, Negotiation, Product Development, Compliance, Strategic Planning, Business Planning, Process Improvement, Risk Management, Problem Solving, Management Consulting, PowerPoint, Business Analysis, Public Speaking, Analysis, Word, Data Analysis, Microsoft Office, Mentoring, New Business Development, Motivational Speaking, Law of Attraction, Analytical Skills, Project Management, Public Relations, Leadership, Management, Entrepreneurship, Marketing, Social Media, Social Media Marketing, Social Networking, Proposal Writing, Forecasting, Government, Marketing Strategy, Business Strategy, Teamwork, Market Analysis, Level I APDP..., Government Procurement, Training, Strategy, Mergers & Acquisitions, Brand Development, Leadership Development, Market Research, Business Development, Coaching
Education
Xavier University 2007 — 2012
Masters, Business Administration
University of Cincinnati College of Business 2000 — 2005
BA, Business Economics (focus in Finance)
Hughes Center 1996 — 2000
Diploma, Pre-Engineering
Avid Technology March 2015 - Present
Spencer Media Marketing October 2011 - March 2015
CinciNatural Center January 2011 - March 2015
Avid Technology 2015 - 2015
The GRID Digital Magazine February 2012 - October 2013
Wright-Patterson Air Force Base August 2009 - October 2011
Fidelity Investments September 2006 - November 2007
Fifth Third Bank August 2005 - September 2006
Robert W. Baird & Co. April 2005 - August 2005
Skills
Strategic Leadership, Analytical Approach, Contract Negotiation, Negotiation, Product Development, Compliance, Strategic Planning, Business Planning, Process Improvement, Risk Management, Problem Solving, Management Consulting, PowerPoint, Business Analysis, Public Speaking, Analysis, Word, Data Analysis, Microsoft Office, Mentoring, New Business Development, Motivational Speaking, Law of Attraction, Analytical Skills, Project Management, Public Relations, Leadership, Management, Entrepreneurship, Marketing, Social Media, Social Media Marketing, Social Networking, Proposal Writing, Forecasting, Government, Marketing Strategy, Business Strategy, Teamwork, Market Analysis, Level I APDP..., Government Procurement, Training, Strategy, Mergers & Acquisitions, Brand Development, Leadership Development, Market Research, Business Development, Coaching
Education
Xavier University 2007 — 2012
Masters, Business Administration
University of Cincinnati College of Business 2000 — 2005
BA, Business Economics (focus in Finance)
Hughes Center 1996 — 2000
Diploma, Pre-Engineering
Nate Norman Nate Norman's Fidelity Investments Experience August 2011 - Present
Job Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidleity Investment May 2005 - July 2011
Fidelity Investments 2004 - 2005
Education
University of Cincinnati
Bachelor of Science (B.S.), Business Administration: Marketing
Xavier University
MBA, general studies
Fidelity Investments August 2011 - Present
Fidleity Investment May 2005 - July 2011
Fidelity Investments 2004 - 2005
Education
University of Cincinnati
Bachelor of Science (B.S.), Business Administration: Marketing
Xavier University
MBA, general studies
Ridenour David Ridenour David's Fidelity Investments Experience October 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments November 2009 - Present
Fidelity Investments October 2012 - October 2014
EXPRESS October 2008 - September 2009
Lakota Local Schools August 2007 - December 2007
Bakery Crafts August 2004 - August 2007
Skills
Customer Service, Sales, Microsoft Word, Marketing, Social Media, Project Management, Microsoft Excel, Strategic Planning, Process Improvement, Event Planning
Education
Xavier University 2005 — 2008
Master of Education (M.Ed.), Integrated Social Sciences
University of Cincinnati 1999 — 2004
Bachelor’s Degree, History & Spanish
Fidelity Investments October 2014 - Present
Fidelity Investments November 2009 - Present
Fidelity Investments October 2012 - October 2014
EXPRESS October 2008 - September 2009
Lakota Local Schools August 2007 - December 2007
Bakery Crafts August 2004 - August 2007
Skills
Customer Service, Sales, Microsoft Word, Marketing, Social Media, Project Management, Microsoft Excel, Strategic Planning, Process Improvement, Event Planning
Education
Xavier University 2005 — 2008
Master of Education (M.Ed.), Integrated Social Sciences
University of Cincinnati 1999 — 2004
Bachelor’s Degree, History & Spanish
Robert Bliss Robert Bliss's Fidelity Investments Experience February 2004 - February 2009
Job Sr. Analyst at DHL
Industry Logistics and Supply Chain
Experience
DHL May 2014 - Present
DHL Express September 2009 - May 2014
St. Elizabeth's Medical Center August 2009 - May 2011
Fidelity Investments February 2004 - February 2009
Great American Insurance July 1999 - April 2000
Skills
SharePoint, Microsoft SQL Server, Salesforce.com..., VBA, XML, Program Management, Management, Process Improvement, Solaris, Project Management, Business Process..., SQL, Document Imaging, Requirements Analysis, Oracle, Leadership, Business Process, Vendor Management, Purchasing, SAP, Windows Scripting, Scripting, System Automation, PowerPoint, AutoHotKey, VBScript
Education
University of Cincinnati College of Business 1998 — 2003
BBA, Information Systems, Digital Business (E-Commerce)
Cloverleaf HS 1993 — 1998
DHL May 2014 - Present
DHL Express September 2009 - May 2014
St. Elizabeth's Medical Center August 2009 - May 2011
Fidelity Investments February 2004 - February 2009
Great American Insurance July 1999 - April 2000
Skills
SharePoint, Microsoft SQL Server, Salesforce.com..., VBA, XML, Program Management, Management, Process Improvement, Solaris, Project Management, Business Process..., SQL, Document Imaging, Requirements Analysis, Oracle, Leadership, Business Process, Vendor Management, Purchasing, SAP, Windows Scripting, Scripting, System Automation, PowerPoint, AutoHotKey, VBScript
Education
University of Cincinnati College of Business 1998 — 2003
BBA, Information Systems, Digital Business (E-Commerce)
Cloverleaf HS 1993 — 1998
Nick Dewar Nick Dewar's Fidelity Investments Experience October 2014 - Present
Job Financial Services Rep. Full Trader at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments October 2014 - Present
Best Buy November 2013 - August 2014
Fifth Third Bank November 2010 - March 2012
Best Buy July 2008 - March 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Sales, Negotiation, Budgets, Marketing, Strategic Planning, Financial Analysis, Event Planning, Event Management, Advertising
Education
University of Cincinnati College of Business 2012 — 2014
Master of Science (M.S.), Marketing/Marketing Management, Business Administration
University of Cincinnati 2005 — 2010
Bachelor of Arts (B.A.), Communication, General
Fidelity Investments October 2014 - Present
Best Buy November 2013 - August 2014
Fifth Third Bank November 2010 - March 2012
Best Buy July 2008 - March 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Sales, Negotiation, Budgets, Marketing, Strategic Planning, Financial Analysis, Event Planning, Event Management, Advertising
Education
University of Cincinnati College of Business 2012 — 2014
Master of Science (M.S.), Marketing/Marketing Management, Business Administration
University of Cincinnati 2005 — 2010
Bachelor of Arts (B.A.), Communication, General
Paul Tepe Paul Tepe's Fidelity Investments Experience June 1993 - Present
Job VP, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1993 - Present
Ferguson Enterprises April 1991 - June 1993
Skills
Series 7, 401k, Series 63, Sales
Education
University of Cincinnati 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments June 1993 - Present
Ferguson Enterprises April 1991 - June 1993
Skills
Series 7, 401k, Series 63, Sales
Education
University of Cincinnati 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Robin Postler Robin Postler's Fidelity Investments Experience October 2006 - April 2011
Job Retired Financial Service Specialist
Industry Financial Services
Experience
UBS April 2012 - September 2012
Fidelity Investments October 2006 - April 2011
Fidelity Investments October 2005 - October 2006
Fidelity Investments January 1998 - October 2005
Fidelity Investments January 1996 - January 1998
Fidelity Investments January 1993 - January 1996
Skills
Series 63, Series 7, Retirement, 401k, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., Series 6, Securities, Relationship Management, Asset Managment, FINRA
Education
University of Cincinnati
Bachelors, Secondary Education/Mathematics
UBS April 2012 - September 2012
Fidelity Investments October 2006 - April 2011
Fidelity Investments October 2005 - October 2006
Fidelity Investments January 1998 - October 2005
Fidelity Investments January 1996 - January 1998
Fidelity Investments January 1993 - January 1996
Skills
Series 63, Series 7, Retirement, 401k, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., Series 6, Securities, Relationship Management, Asset Managment, FINRA
Education
University of Cincinnati
Bachelors, Secondary Education/Mathematics
Tim DeLaat Tim DeLaat's Fidelity Investments Experience October 2013 - Present
Job Business Performance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fifth Third Securities September 2011 - October 2013
Fidelity Investments January 2005 - September 2011
Fidelity Investments January 2005 - September 2011
Fidelity Investments May 2004 - January 2005
Fidelity Investments October 2000 - May 2004
Skills
Series 7, Series 24, Series 63, FINRA, Financial Services, Risk Management, Securities, Series 53, Series 4, Series 8 (9&10), Compliance, Sales Supervision
Education
University of Cincinnati 1995 — 1999
Bachelors, Communication
Fidelity Investments October 2013 - Present
Fifth Third Securities September 2011 - October 2013
Fidelity Investments January 2005 - September 2011
Fidelity Investments January 2005 - September 2011
Fidelity Investments May 2004 - January 2005
Fidelity Investments October 2000 - May 2004
Skills
Series 7, Series 24, Series 63, FINRA, Financial Services, Risk Management, Securities, Series 53, Series 4, Series 8 (9&10), Compliance, Sales Supervision
Education
University of Cincinnati 1995 — 1999
Bachelors, Communication
Sean T. Conway Sean T. Conway's Fidelity Investments Experience December 2012 - Present
Job Guest Service Supervisor at Towne Park
Industry Higher Education
Experience
Fidelity Investments December 2012 - Present
Towne Park January 2012 - December 2012
Towne Park August 2011 - January 2012
University of Cincinnati 2009 - 2011
Greater Cincinnati Water Works June 2009 - December 2010
Martin Public Seating June 2006 - December 2008
Serpentini Chevrolet June 2005 - September 2006
Holmesbrooke Ace Hardware September 2004 - June 2005
Skills
Financial Analysis, Team Leadership, Attention To Detail, Customer Service, Inventory Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Satisfaction, Forecasting, Finance, Sales, Management, Access, DCF Valuation, Business Valuation, Public Speaking
Education
University of Cincinnati 2006 — 2011
Bachelor of Business Administration, Finance
Fidelity Investments December 2012 - Present
Towne Park January 2012 - December 2012
Towne Park August 2011 - January 2012
University of Cincinnati 2009 - 2011
Greater Cincinnati Water Works June 2009 - December 2010
Martin Public Seating June 2006 - December 2008
Serpentini Chevrolet June 2005 - September 2006
Holmesbrooke Ace Hardware September 2004 - June 2005
Skills
Financial Analysis, Team Leadership, Attention To Detail, Customer Service, Inventory Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Satisfaction, Forecasting, Finance, Sales, Management, Access, DCF Valuation, Business Valuation, Public Speaking
Education
University of Cincinnati 2006 — 2011
Bachelor of Business Administration, Finance
Nicholas Sprague's Fidelity Investments Experience July 2014 - Present
Job Finanacial Representative
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Hertz May 2013 - June 2014
Garden Ridge Stores June 2010 - September 2010
Skills
Windows & Mac operating..., Online Research, Research, Photography, Digital Photography, Video, Video Production, Video Editing, Photoshop, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Database Research, Sony Vegas Movie Studio, Digital Photo..., Social Networking:...
Education
University of Cincinnati 2007 — 2011
Bachelor of Arts (B.A.), History, 3.86
Fidelity Investments July 2014 - Present
Hertz May 2013 - June 2014
Garden Ridge Stores June 2010 - September 2010
Skills
Windows & Mac operating..., Online Research, Research, Photography, Digital Photography, Video, Video Production, Video Editing, Photoshop, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Database Research, Sony Vegas Movie Studio, Digital Photo..., Social Networking:...
Education
University of Cincinnati 2007 — 2011
Bachelor of Arts (B.A.), History, 3.86
W. Brian Gibbemeyer's Fidelity Investments Experience September 2005 - February 2009
Job Software Developer
Industry Computer Software
Experience
Truven Health Analytics 2010 - Present
Self - Employed March 2009 - August 2010
Fidelity Investments September 2005 - February 2009
Howard Systems November 2004 - September 2005
Duke Energy 2004 - 2005
Sogeti USA July 2003 - November 2004
Cap Gemini September 1996 - November 2004
Cap Gemini September 1996 - January 2000
Skills
Enterprise Architecture, Oracle, Databases, PL/SQL, Unix, Microsoft SQL Server, SDLC, SharePoint, Requirements Analysis, SQL, SOA, Unix Shell Scripting, Java, .NET, Integration
Education
University of Cincinnati College of Business 1991 — 1996
BBA, Information Systems
Truven Health Analytics 2010 - Present
Self - Employed March 2009 - August 2010
Fidelity Investments September 2005 - February 2009
Howard Systems November 2004 - September 2005
Duke Energy 2004 - 2005
Sogeti USA July 2003 - November 2004
Cap Gemini September 1996 - November 2004
Cap Gemini September 1996 - January 2000
Skills
Enterprise Architecture, Oracle, Databases, PL/SQL, Unix, Microsoft SQL Server, SDLC, SharePoint, Requirements Analysis, SQL, SOA, Unix Shell Scripting, Java, .NET, Integration
Education
University of Cincinnati College of Business 1991 — 1996
BBA, Information Systems
Joseph Grote's Fidelity Investments Experience January 2015 - April 2015
Job OwnerEmmaus Remodeling and Repair
Industry Construction
Experience
Emmaus Remodeling and Repair June 2015 - Present
Fidelity Investments January 2015 - April 2015
St. Vincent de Paul Society October 2012 - December 2014
Insurance Sales Executive August 2010 - October 2012
Cincom Systems January 2011 - July 2011
Schiff Kreidler Shell, Inc. 2008 - 2010
A.M. Heister Associates January 2004 - February 2008
Grote Bakery 1992 - 2003
Skills
Sales Management, Fundraising, Food Service, Local Marketing, Sales, Marketing, Team Building, Negotiation, Account Management, New Business Development, Retail, Employee Benefits, Strategic Planning, Trade Shows, Marketing Strategy, Insurance, Public Speaking, Customer Service, Cold Calling, Territory Management, Coaching, Sales Force Development, Management, Salesforce.com, Commercial Insurance, Team Leadership, Leadership, Social Media Marketing, Contract Negotiation, Microsoft Excel, Budgets, Event Planning, Training, Sales Process, Selling, Sales Operations, Time Management, Direct Sales, Customer Satisfaction, B2B, CRM, Marketing Communications, Customer Retention, Recruiting, Sales Presentations, P&L Management, Business Development, Solution Selling, Key Account Management, Lead Generation
Education
University of Cincinnati College of Business 1974 — 1978
Marketing, Marketing, Management, Art History
LaSalle High School 1971 — 1974
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Emmaus Remodeling and Repair June 2015 - Present
Fidelity Investments January 2015 - April 2015
St. Vincent de Paul Society October 2012 - December 2014
Insurance Sales Executive August 2010 - October 2012
Cincom Systems January 2011 - July 2011
Schiff Kreidler Shell, Inc. 2008 - 2010
A.M. Heister Associates January 2004 - February 2008
Grote Bakery 1992 - 2003
Skills
Sales Management, Fundraising, Food Service, Local Marketing, Sales, Marketing, Team Building, Negotiation, Account Management, New Business Development, Retail, Employee Benefits, Strategic Planning, Trade Shows, Marketing Strategy, Insurance, Public Speaking, Customer Service, Cold Calling, Territory Management, Coaching, Sales Force Development, Management, Salesforce.com, Commercial Insurance, Team Leadership, Leadership, Social Media Marketing, Contract Negotiation, Microsoft Excel, Budgets, Event Planning, Training, Sales Process, Selling, Sales Operations, Time Management, Direct Sales, Customer Satisfaction, B2B, CRM, Marketing Communications, Customer Retention, Recruiting, Sales Presentations, P&L Management, Business Development, Solution Selling, Key Account Management, Lead Generation
Education
University of Cincinnati College of Business 1974 — 1978
Marketing, Marketing, Management, Art History
LaSalle High School 1971 — 1974
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Scott Macmann's Fidelity Investments Experience January 2010 - Present
Job Regional Account Delegate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments March 2007 - January 2010
Fidelity Investments January 1998 - March 2007
Fidelity Investments September 1993 - January 1998
US Army April 1984 - August 1993
Skills
FINRA, Series 7, Series 63, Series 4, Series 9/10, Series 24
Education
University of Cincinnati 1980 — 1984
Bachelor of Arts (B.A.), Political Science
Sycamore High 1976 — 1980
Fidelity Investments January 2010 - Present
Fidelity Investments March 2007 - January 2010
Fidelity Investments January 1998 - March 2007
Fidelity Investments September 1993 - January 1998
US Army April 1984 - August 1993
Skills
FINRA, Series 7, Series 63, Series 4, Series 9/10, Series 24
Education
University of Cincinnati 1980 — 1984
Bachelor of Arts (B.A.), Political Science
Sycamore High 1976 — 1980
Andrew Bishop's Fidelity Investments Experience September 1999 - January 2000
Job Sr. Software Applications Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab January 2011 - Present
Two Bishops Consulting LLC January 2011 - Present
UTI March 2008 - January 2011
Arizona State University December 2007 - March 2008
Charles Schwab November 2006 - November 2007
Epsilon August 2005 - October 2006
Proware January 2000 - August 2005
Fidelity Investments September 1999 - January 2000
Skills
Data Warehousing, SSRS, Crystal Reports, Business Objects, SSIS, Microsoft SQL Server, Teradata, Webi, Oracle SQL, T-SQL, T-SQL Stored Procedures, Business Analysis, Business Strategy, Analytics, Data Analysis, Data Mining, Data Modeling, ETL, Agile Methodologies, Agile Project Management, Marketing Strategy, Statistics, Strategic Planning, Management Consulting, Business Intelligence, Tableau, Unix, Unix Shell Scripting, Uniface, Corda, PL/SQL, Oracle, Database Modeling, Systems Analysis, Database Design, Relational Databases, Oracle SQL Developer, Shell Scripting, SQL, Databases, SDLC, Management
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Information Systems, Real Estate
Charles Schwab January 2011 - Present
Two Bishops Consulting LLC January 2011 - Present
UTI March 2008 - January 2011
Arizona State University December 2007 - March 2008
Charles Schwab November 2006 - November 2007
Epsilon August 2005 - October 2006
Proware January 2000 - August 2005
Fidelity Investments September 1999 - January 2000
Skills
Data Warehousing, SSRS, Crystal Reports, Business Objects, SSIS, Microsoft SQL Server, Teradata, Webi, Oracle SQL, T-SQL, T-SQL Stored Procedures, Business Analysis, Business Strategy, Analytics, Data Analysis, Data Mining, Data Modeling, ETL, Agile Methodologies, Agile Project Management, Marketing Strategy, Statistics, Strategic Planning, Management Consulting, Business Intelligence, Tableau, Unix, Unix Shell Scripting, Uniface, Corda, PL/SQL, Oracle, Database Modeling, Systems Analysis, Database Design, Relational Databases, Oracle SQL Developer, Shell Scripting, SQL, Databases, SDLC, Management
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Information Systems, Real Estate
Craig Alexander's Fidelity Investments Experience July 2004 - May 2006
Job
Industry Financial Services
Experience
Western & Southern Financial Group February 2013 - Present
Western & Southern Financial Group October 2011 - February 2013
Western & Southern Financial Group May 2006 - October 2011
Fidelity Investments July 2004 - May 2006
Fidelity Investments March 2001 - July 2004
Fidelity Investments July 1999 - March 2001
Fidelity Investments January 1999 - June 1999
Fidelity Investments January 1998 - January 1999
Fidelity Investments November 1995 - January 1998
China Gourmet, Inc. May 1990 - November 1995
Education
Xavier University - Williams College of Business 2003 — 2006
MBA, Finance
University of Cincinnati College of Business 1988 — 1993
Western & Southern Financial Group February 2013 - Present
Western & Southern Financial Group October 2011 - February 2013
Western & Southern Financial Group May 2006 - October 2011
Fidelity Investments July 2004 - May 2006
Fidelity Investments March 2001 - July 2004
Fidelity Investments July 1999 - March 2001
Fidelity Investments January 1999 - June 1999
Fidelity Investments January 1998 - January 1999
Fidelity Investments November 1995 - January 1998
China Gourmet, Inc. May 1990 - November 1995
Education
Xavier University - Williams College of Business 2003 — 2006
MBA, Finance
University of Cincinnati College of Business 1988 — 1993
Scott Nichting's Fidelity Investments Experience August 1999 - January 2008
Job Environmental Scientist
Industry Environmental Services
Experience
University of Cincinnati June 2008 - September 2011
Fidelity Investments August 1999 - January 2008
Skills
Microsoft Office, Research, Excel, PowerPoint, Data Analysis, Word, Teaching, Public Speaking, Customer Service, Problem Solving, Writing, Customer Relations, Outlook, Supervisory Skills, Team Building, Sustainability, Statistics, Access, Retail
Education
University of Cincinnati 2008 — 2011
BS, Biology (Limnology focus), Environmental Studies
University of Cincinnati June 2008 - September 2011
Fidelity Investments August 1999 - January 2008
Skills
Microsoft Office, Research, Excel, PowerPoint, Data Analysis, Word, Teaching, Public Speaking, Customer Service, Problem Solving, Writing, Customer Relations, Outlook, Supervisory Skills, Team Building, Sustainability, Statistics, Access, Retail
Education
University of Cincinnati 2008 — 2011
BS, Biology (Limnology focus), Environmental Studies
Michael Cremons's Fidelity Investments Experience August 2007 - Present
Job Retirement Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2007 - Present
Education
University of Cincinnati 1998 — 2003
BA, Political Science
Fidelity Investments August 2007 - Present
Education
University of Cincinnati 1998 — 2003
BA, Political Science
Nicole Stonitsch's Fidelity Investments Experience July 2012 - Present
Job Director, Communications Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Epilepsy Foundation of Greater Cincinnati and Columbus 2012 - 2015
Fidelity Investments March 2008 - July 2012
RSM McGLADREY RETIREMENT RESOURCES October 2005 - October 2007
Fidelity Investments December 2000 - June 2005
Provident Bank January 1999 - January 2000
Bath & Body Works January 1996 - January 1999
Education
University of Cincinnati
Bachelor of Science, International Affairs
Fidelity Investments July 2012 - Present
Epilepsy Foundation of Greater Cincinnati and Columbus 2012 - 2015
Fidelity Investments March 2008 - July 2012
RSM McGLADREY RETIREMENT RESOURCES October 2005 - October 2007
Fidelity Investments December 2000 - June 2005
Provident Bank January 1999 - January 2000
Bath & Body Works January 1996 - January 1999
Education
University of Cincinnati
Bachelor of Science, International Affairs
Roddell McCullough's Fidelity Investments Experience August 2006 - July 2010
Job Senior Vice President Operations Director at First Financial Bank
Industry Financial Services
Experience
First Financial Bank November 2014 - Present
First Financial Bank July 2010 - Present
Fidelity Investments August 2006 - July 2010
Fidelity Investments December 2000 - August 2006
Fidelity Investments January 1999 - December 2000
US Bank January 1991 - April 1996
Skills
Process Improvement, Mutual Funds, Relationship Management, Banking, Financial Risk, Risk Management, Financial Services, Business Analysis, Executive Management, Strategy, Management, Change Management, Vendor Management, Credit, Accounting
Education
University of Cincinnati 1986 — 1990
BBA, Marketing
University of Cincinnati College of Business 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
First Financial Bank November 2014 - Present
First Financial Bank July 2010 - Present
Fidelity Investments August 2006 - July 2010
Fidelity Investments December 2000 - August 2006
Fidelity Investments January 1999 - December 2000
US Bank January 1991 - April 1996
Skills
Process Improvement, Mutual Funds, Relationship Management, Banking, Financial Risk, Risk Management, Financial Services, Business Analysis, Executive Management, Strategy, Management, Change Management, Vendor Management, Credit, Accounting
Education
University of Cincinnati 1986 — 1990
BBA, Marketing
University of Cincinnati College of Business 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Matthew Malafa, CFP®'s Fidelity Investments Experience November 1997 - September 2008
Job WMA at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
John D. Dovich and Associates November 2008 - August 2012
Kent State University January 2007 - December 2008
Fidelity Investments November 1997 - September 2008
Skills
Management, Strategic Planning, Sales, Customer Service, Investments, Financial Analysis, Public Speaking, Team Building, Leadership, Strategy, Relationship Management, Business Development, Financial Services, Finance, Process Improvement
Education
Xavier University - Williams College of Business 1998 — 2001
MBA
University of Cincinnati 1992 — 1997
Double Major of Accounting and Finance
TIAA-CREF August 2012 - Present
John D. Dovich and Associates November 2008 - August 2012
Kent State University January 2007 - December 2008
Fidelity Investments November 1997 - September 2008
Skills
Management, Strategic Planning, Sales, Customer Service, Investments, Financial Analysis, Public Speaking, Team Building, Leadership, Strategy, Relationship Management, Business Development, Financial Services, Finance, Process Improvement
Education
Xavier University - Williams College of Business 1998 — 2001
MBA
University of Cincinnati 1992 — 1997
Double Major of Accounting and Finance
Sherri Henke's Fidelity Investments Experience September 2008 - January 2012
Job Financial Advisor, Park Avenue Securities LLC at Lifetime Financial Growth
Industry Financial Services
Experience
Lifetime Financial Growth June 2013 - Present
Direct Options February 2012 - October 2012
Fidelity Investments September 2008 - January 2012
Fidelity Investments 2002 - 2008
Fidelity Investments February 2000 - July 2002
Fidelity Investments February 1995 - February 2000
Mercantile Stores August 1990 - February 1995
Skills
Relationship Management, Retirement Plan..., Consultative Selling, Plan Design, 401k, Defined Benefit, Series 6, Series 63, Strategic Influence, Strategic Planning, Strategic Consulting, Benchmarking
Education
University of Cincinnati
Bachelor of Arts, English Literature
Lifetime Financial Growth June 2013 - Present
Direct Options February 2012 - October 2012
Fidelity Investments September 2008 - January 2012
Fidelity Investments 2002 - 2008
Fidelity Investments February 2000 - July 2002
Fidelity Investments February 1995 - February 2000
Mercantile Stores August 1990 - February 1995
Skills
Relationship Management, Retirement Plan..., Consultative Selling, Plan Design, 401k, Defined Benefit, Series 6, Series 63, Strategic Influence, Strategic Planning, Strategic Consulting, Benchmarking
Education
University of Cincinnati
Bachelor of Arts, English Literature
Alex Frith's Fidelity Investments Experience September 2003 - Present
Job Supervisory Delegate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2003 - Present
Education
University of Cincinnati College of Business 1997 — 2001
Fidelity Investments September 2003 - Present
Education
University of Cincinnati College of Business 1997 — 2001
Sylvia Lang's Fidelity Investments Experience July 1998 - July 2001
Job Office Manager at Owen Media
Industry Public Relations and Communications
Experience
Owen Media August 2003 - Present
Career Improvement Group September 2001 - August 2003
Fidelity Investments July 1998 - July 2001
Education
University of Cincinnati 1987 — 1993
BFA, Photography
Owen Media August 2003 - Present
Career Improvement Group September 2001 - August 2003
Fidelity Investments July 1998 - July 2001
Education
University of Cincinnati 1987 — 1993
BFA, Photography
Steve Otten's Fidelity Investments Experience January 2008 - Present
Job Director Product and Services Consultant
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Fidelity Investments March 2006 - January 2008
Fidelity Investments April 1993 - March 2006
Education
University of Cincinnati 1986 — 1991
BA, Economics and Labor Relations
Fidelity Investments January 2008 - Present
Fidelity Investments March 2006 - January 2008
Fidelity Investments April 1993 - March 2006
Education
University of Cincinnati 1986 — 1991
BA, Economics and Labor Relations
Richard Stephenson's Fidelity Investments Experience November 2005 - June 2012
Job Additive Mfg Development
Industry Research
Experience
C&A Tool Engineering, Inc. July 2013 - Present
Morris Technologies July 2012 - June 2013
Fidelity Investments November 2005 - June 2012
Skills
Manufacturing, Account Management, Customer Service, New Business Development, Sales, Medical Devices, Purchasing, Public Relations, Operations Management, Strategic Planning, Process Improvement, Cross-functional Team..., Team Building, Microsoft Office, Project Management, Contract Negotiation, Product Development
Education
University of Cincinnati 1987 — 1992
Marketing/Management
C&A Tool Engineering, Inc. July 2013 - Present
Morris Technologies July 2012 - June 2013
Fidelity Investments November 2005 - June 2012
Skills
Manufacturing, Account Management, Customer Service, New Business Development, Sales, Medical Devices, Purchasing, Public Relations, Operations Management, Strategic Planning, Process Improvement, Cross-functional Team..., Team Building, Microsoft Office, Project Management, Contract Negotiation, Product Development
Education
University of Cincinnati 1987 — 1992
Marketing/Management
Stephen Mizeres's Fidelity Investments Experience February 1998 - August 2000
Job Senior Customer Insights KPF Analyst at Kroger
Industry Management Consulting
Experience
Kroger August 2013 - Present
Quest Diagnostics November 2009 - August 2013
Ward Group August 2000 - March 2009
Ward Group August 2000 - March 2009
Ward Group January 2000 - January 2009
Fidelity Investments February 1998 - August 2000
Fidelity Investments January 1998 - January 2000
Skills
Strategy, Data Analysis, Forecasting, Financial Modeling, Business Intelligence, Analysis, Management, Training, Process Improvement, Access, Leadership, Project Management
Education
Xavier University - Williams College of Business
MBA Plus
The Golf Academy of the South
Golf Management Degree, Marketing
University of Cincinnati
Bachelor of Business Administration, Finance & Real Estate
University of Cincinnati College of Business
BBA, Finance
Xavier University
MBA
Xavier University
Masters of Business Administration
Kroger August 2013 - Present
Quest Diagnostics November 2009 - August 2013
Ward Group August 2000 - March 2009
Ward Group August 2000 - March 2009
Ward Group January 2000 - January 2009
Fidelity Investments February 1998 - August 2000
Fidelity Investments January 1998 - January 2000
Skills
Strategy, Data Analysis, Forecasting, Financial Modeling, Business Intelligence, Analysis, Management, Training, Process Improvement, Access, Leadership, Project Management
Education
Xavier University - Williams College of Business
MBA Plus
The Golf Academy of the South
Golf Management Degree, Marketing
University of Cincinnati
Bachelor of Business Administration, Finance & Real Estate
University of Cincinnati College of Business
BBA, Finance
Xavier University
MBA
Xavier University
Masters of Business Administration
Rich McCreary's Fidelity Investments Experience January 1996 - January 2004
Job Manager at Humana
Industry Insurance
Experience
Humana April 2012 - Present
Humana August 2005 - April 2012
Team Dayton Cycling 2007 - December 2011
Fidelity Investments January 1996 - January 2004
Fidelity Investments January 1995 - January 1996
Fidelity Investments January 1993 - January 1995
Ford Consumer Finance January 1993 - January 1993
JC Penney January 1990 - January 1993
Skills
Leadership, Management, Budgets, CRM, Analysis, Operations Management, Sales, Finance, Access, Project Planning, Accounting, Retail
Education
University of Cincinnati 1987 — 1992
Bachelor, Business Administration
Humana April 2012 - Present
Humana August 2005 - April 2012
Team Dayton Cycling 2007 - December 2011
Fidelity Investments January 1996 - January 2004
Fidelity Investments January 1995 - January 1996
Fidelity Investments January 1993 - January 1995
Ford Consumer Finance January 1993 - January 1993
JC Penney January 1990 - January 1993
Skills
Leadership, Management, Budgets, CRM, Analysis, Operations Management, Sales, Finance, Access, Project Planning, Accounting, Retail
Education
University of Cincinnati 1987 — 1992
Bachelor, Business Administration
Michelle Seiler, CFP®'s Fidelity Investments Experience
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Series 7
Education
Xavier University - Williams College of Business 2010 — 2013
MBA, Finance
University of Cincinnati 1999 — 2006
BA, Finance, Marketing, & Management
Fidelity Investments
Skills
Series 7
Education
Xavier University - Williams College of Business 2010 — 2013
MBA, Finance
University of Cincinnati 1999 — 2006
BA, Finance, Marketing, & Management
Marnie Forste's Fidelity Investments Experience February 2001 - July 2005
Job Branch Liaison
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2011 - December 2012
First Financial Bank/Raymond James Investments August 2009 - June 2011
Fifth Third Securities, Inc August 2005 - December 2007
Fidelity Investments February 2001 - July 2005
Skills
Series 7, Finance, Securities
Education
University of Cincinnati
BA, Political Science
Wells Fargo Advisors, LLC June 2011 - December 2012
First Financial Bank/Raymond James Investments August 2009 - June 2011
Fifth Third Securities, Inc August 2005 - December 2007
Fidelity Investments February 2001 - July 2005
Skills
Series 7, Finance, Securities
Education
University of Cincinnati
BA, Political Science
Rachele WolfThomas's Fidelity Investments Experience March 2006 - July 2015
Job N/A
Industry Financial Services
Experience
HORAN Associates August 2015 - Present
Fidelity Investments March 2006 - July 2015
KeyBank March 1996 - March 2006
Skills
Risk Management, Relationship Management, Portfolio Management, Financial Services, Banking
Education
Institute for Integrative Nutrition 2011 — 2012
Certified Nutrition Counselor
University of Cincinnati 1990 — 1994
HORAN Associates August 2015 - Present
Fidelity Investments March 2006 - July 2015
KeyBank March 1996 - March 2006
Skills
Risk Management, Relationship Management, Portfolio Management, Financial Services, Banking
Education
Institute for Integrative Nutrition 2011 — 2012
Certified Nutrition Counselor
University of Cincinnati 1990 — 1994
Peter J. Krug's Fidelity Investments Experience February 2007 - Present
Job Vice President
Industry Financial Services
Experience
Fidelity Investments February 2007 - Present
Merrill Lynch & Co. January 2002 - February 2007
Skills
Series 7, Series 63, Investments, Equities, Wealth Management, Mutual Funds, Asset Allocation, Fixed Income, Alternative Investments, Retirement Planning, Securities, Retirement, Financial Services, 401k, Risk Management, Investment Advisory, Bloomberg, Hedge Funds, Financial Analysis, Asset Management
Education
University of Cincinnati 1997 — 1999
BA, English
University of Vermont 1994 — 1997
Fidelity Investments February 2007 - Present
Merrill Lynch & Co. January 2002 - February 2007
Skills
Series 7, Series 63, Investments, Equities, Wealth Management, Mutual Funds, Asset Allocation, Fixed Income, Alternative Investments, Retirement Planning, Securities, Retirement, Financial Services, 401k, Risk Management, Investment Advisory, Bloomberg, Hedge Funds, Financial Analysis, Asset Management
Education
University of Cincinnati 1997 — 1999
BA, English
University of Vermont 1994 — 1997
Ron Culyer's Fidelity Investments Experience 2001 - 2009
Job Information Technology Leader
Industry Computer Software
Experience
Vantiv 2013 - Present
Fifth Third Bank 2009 - 2013
Fidelity Investments 2001 - 2009
Chiquita 1995 - 2001
Cincom Systems 1986 - 1995
Skills
Project Management, Software Development, Program Management, Vendor Management, Business Analysis, Integration, Agile Methodologies, Management, Team Building, CRM, Business Process..., Leadership, Strategy
Education
University of Cincinnati College of Business
BBA, Information Systems
Vantiv 2013 - Present
Fifth Third Bank 2009 - 2013
Fidelity Investments 2001 - 2009
Chiquita 1995 - 2001
Cincom Systems 1986 - 1995
Skills
Project Management, Software Development, Program Management, Vendor Management, Business Analysis, Integration, Agile Methodologies, Management, Team Building, CRM, Business Process..., Leadership, Strategy
Education
University of Cincinnati College of Business
BBA, Information Systems
Steve Toerner's Fidelity Investments Experience June 2009 - September 2009
Job Inventory & Production Planner at General Cable
Industry Electrical/Electronic Manufacturing
Experience
General Cable December 2012 - Present
General Cable December 2010 - December 2012
Eureka! Ranch February 2010 - December 2010
Fidelity Investments June 2009 - September 2009
Zigtronics June 2008 - September 2008
Cincinnati Bell January 2007 - September 2007
General Cable January 2006 - September 2006
Cinergy December 2004 - September 2005
Education
University of Cincinnati College of Business 2008 — 2009
Masters, Business Administration
University of Cincinnati 2003 — 2008
Bachelors, Electrical Engineering
General Cable December 2012 - Present
General Cable December 2010 - December 2012
Eureka! Ranch February 2010 - December 2010
Fidelity Investments June 2009 - September 2009
Zigtronics June 2008 - September 2008
Cincinnati Bell January 2007 - September 2007
General Cable January 2006 - September 2006
Cinergy December 2004 - September 2005
Education
University of Cincinnati College of Business 2008 — 2009
Masters, Business Administration
University of Cincinnati 2003 — 2008
Bachelors, Electrical Engineering
Pam Andree's Fidelity Investments Experience Implementation Project ManagerFidelity InvestmentsAugust 2015 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Implementation Project ManagerFidelity InvestmentsAugust 2015 - Present
Fidelity Investments December 2012 - August 2015
Fidelity Investments 1995 - 2010
Skills
401k
Education
University of Cincinnati 1978 — 1983
BA, Psychology
Fidelity Investments Implementation Project ManagerFidelity InvestmentsAugust 2015 - Present
Fidelity Investments December 2012 - August 2015
Fidelity Investments 1995 - 2010
Skills
401k
Education
University of Cincinnati 1978 — 1983
BA, Psychology
David Goff's Fidelity Investments Experience October 2006 - February 2009
Job Manager Compliance Testing and Reporting at The Standard
Industry Financial Services
Experience
The Standard October 2013 - Present
The Standard February 2011 - Present
Indiana Wesleyan University July 2009 - Present
Citigroup November 2009 - February 2011
Fidelity Investments October 2006 - February 2009
Fidelity Investments May 2004 - October 2006
Fidelity Investments January 1993 - May 2004
Skills
Process Improvement, Risk Management, 401k, Employee Benefits, Call Center, Management, Leadership, Performance Management
Education
Xavier University - Williams College of Business 2005 — 2007
MBA, General Business
University of Cincinnati College of Business 1988 — 1993
Bachelors, Finance
Kent Roosevelt High School 1984 — 1988
The Standard October 2013 - Present
The Standard February 2011 - Present
Indiana Wesleyan University July 2009 - Present
Citigroup November 2009 - February 2011
Fidelity Investments October 2006 - February 2009
Fidelity Investments May 2004 - October 2006
Fidelity Investments January 1993 - May 2004
Skills
Process Improvement, Risk Management, 401k, Employee Benefits, Call Center, Management, Leadership, Performance Management
Education
Xavier University - Williams College of Business 2005 — 2007
MBA, General Business
University of Cincinnati College of Business 1988 — 1993
Bachelors, Finance
Kent Roosevelt High School 1984 — 1988
Tod Stapp's Fidelity Investments Experience November 1987 - July 1997
Job Voice Engineer at CBTS
Industry Information Technology and Services
Experience
CBTS July 2015 - Present
Luxottica January 2011 - February 2015
Gap Inc. October 2009 - July 2011
US Bank August 2005 - March 2009
Siemens Itron Business Services February 2004 - January 2005
Avon Products Inc. July 1997 - February 2004
Fidelity Investments November 1987 - July 1997
Skills
Process Scheduler, Forecasting, Analysis, Telecommunications, Process Improvement
Education
Xavier University 1994 — 1996
MBA, Business Administration
University of Cincinnati College of Business 1978 — 1985
BBA, Finance
CBTS July 2015 - Present
Luxottica January 2011 - February 2015
Gap Inc. October 2009 - July 2011
US Bank August 2005 - March 2009
Siemens Itron Business Services February 2004 - January 2005
Avon Products Inc. July 1997 - February 2004
Fidelity Investments November 1987 - July 1997
Skills
Process Scheduler, Forecasting, Analysis, Telecommunications, Process Improvement
Education
Xavier University 1994 — 1996
MBA, Business Administration
University of Cincinnati College of Business 1978 — 1985
BBA, Finance
Kim Scharstein's Fidelity Investments Experience January 2005 - December 2007
Job Salesforce.com Consultant at NexGen Consultants
Industry Management Consulting
Experience
Ethicon Endo-Surgery September 2010 - August 2011
dunnhumbyUSA March 2008 - April 2009
Fidelity Investments January 2005 - December 2007
Fidelity Investments January 2000 - December 2004
Skills
Business Analysis, Process Improvement, Project Management, Salesforce.com, CRM, Cross-functional Team..., Management, Business Process, Leadership, Business Strategy, Strategic Planning, Sales, Strategy, Program Management, Consulting, Analysis, Team Building, Sales Management, Team Leadership, Business Process..., Account Management, Business Development
Education
University of Cincinnati College of Business 1986 — 1990
BBA, Management, Marketing
Ethicon Endo-Surgery September 2010 - August 2011
dunnhumbyUSA March 2008 - April 2009
Fidelity Investments January 2005 - December 2007
Fidelity Investments January 2000 - December 2004
Skills
Business Analysis, Process Improvement, Project Management, Salesforce.com, CRM, Cross-functional Team..., Management, Business Process, Leadership, Business Strategy, Strategic Planning, Sales, Strategy, Program Management, Consulting, Analysis, Team Building, Sales Management, Team Leadership, Business Process..., Account Management, Business Development
Education
University of Cincinnati College of Business 1986 — 1990
BBA, Management, Marketing
Adam Howell's Fidelity Investments Experience 1987 - 2003
Job Regional Sales Director at Ameritas
Industry Financial Services
Experience
Ameritas Retirement Plans March 2014 - Present
Ameritas Retirement Plans January 2012 - February 2014
Ameritas Retirement Plans January 2006 - January 2012
Fidelity Investments 1987 - 2003
Skills
Financial Advisory, Life Insurance, Recruiting, Insurance, Fixed Annuities, Retirement Planning, Series 63, Strategic Planning, Underwriting, Sales, Selling, Strategic Financial..., Employee Benefits, Series 6, Disability Insurance, Financial Planning, 401k, Retirement
Education
University of Southern Indiana -MBA 1991 — 1994
MBA, Business Administration and Management
University of Cincinnati College of Business 1984 — 1987
BBA, Finance
Ameritas Retirement Plans March 2014 - Present
Ameritas Retirement Plans January 2012 - February 2014
Ameritas Retirement Plans January 2006 - January 2012
Fidelity Investments 1987 - 2003
Skills
Financial Advisory, Life Insurance, Recruiting, Insurance, Fixed Annuities, Retirement Planning, Series 63, Strategic Planning, Underwriting, Sales, Selling, Strategic Financial..., Employee Benefits, Series 6, Disability Insurance, Financial Planning, 401k, Retirement
Education
University of Southern Indiana -MBA 1991 — 1994
MBA, Business Administration and Management
University of Cincinnati College of Business 1984 — 1987
BBA, Finance
Michelle Nebrigic's Fidelity Investments Experience August 1999 - September 2000
Job Healthcare Customer Services Professional
Industry Hospital & Health Care
Experience
Scripps Memorial Hospital February 2006 - February 2009
Wells Fargo March 2002 - April 2003
Fidelity Investments August 1999 - September 2000
Skills
Patient Advocacy, Hospitals, BLS, Patient Safety, Patient Education, Medical Terminology
Education
University of Cincinnati 1994 — 1998
B.A., Anthropology
University of Cincinnati 1994 — 1998
Bachelor of Arts (B.A.), Cultural Anthropology
Scripps Memorial Hospital February 2006 - February 2009
Wells Fargo March 2002 - April 2003
Fidelity Investments August 1999 - September 2000
Skills
Patient Advocacy, Hospitals, BLS, Patient Safety, Patient Education, Medical Terminology
Education
University of Cincinnati 1994 — 1998
B.A., Anthropology
University of Cincinnati 1994 — 1998
Bachelor of Arts (B.A.), Cultural Anthropology
Timothy Stratmann's Fidelity Investments Experience March 2004 - December 2005
Job Sales rep at SCREENEZE
Industry Building Materials
Experience
SCREENEZE October 2009 - Present
Fidelity Investments March 2004 - December 2005
US Army April 1998 - May 2005
Skills
Sales Management, Building Materials, Sales, New Business Development, Account Management, Customer Service, Negotiation, Sales Operations, Cold Calling, Inventory Management, Key Account Management, Purchasing, B2B, Direct Sales, Marketing Strategy, Outside Sales, Team Building, Strategic Planning, Contract Negotiation, Microsoft Office, Pricing, Sales Presentations, Selling, Forecasting, Time Management, Sales Process, Operations Management, Budgets, Customer Satisfaction, Team Leadership, Retail, Leadership
Education
University of Cincinnati 1999 — 2009
Bachelor of Science (BS), Criminal Justice/Police Science
Cincinnati Elder 1994 — 1998
SCREENEZE October 2009 - Present
Fidelity Investments March 2004 - December 2005
US Army April 1998 - May 2005
Skills
Sales Management, Building Materials, Sales, New Business Development, Account Management, Customer Service, Negotiation, Sales Operations, Cold Calling, Inventory Management, Key Account Management, Purchasing, B2B, Direct Sales, Marketing Strategy, Outside Sales, Team Building, Strategic Planning, Contract Negotiation, Microsoft Office, Pricing, Sales Presentations, Selling, Forecasting, Time Management, Sales Process, Operations Management, Budgets, Customer Satisfaction, Team Leadership, Retail, Leadership
Education
University of Cincinnati 1999 — 2009
Bachelor of Science (BS), Criminal Justice/Police Science
Cincinnati Elder 1994 — 1998
Amruta Muley's Fidelity Investments Experience May 2013 - Present
Job Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2013 - Present
University of Cincinnati November 2012 - March 2013
Tesco May 2011 - June 2012
Hewlett Packard May 2010 - May 2011
Cognizant Technology Solutions June 2007 - May 2010
Skills
Requirements Analysis, Process Modeling, Visio, Database Modeling, .NET, C#, ASP.NET MVC, Visual Studio Team..., Web Services, PL/SQL, ASP.NET AJAX, XML, UML, Microsoft SQL Server, TFS, IIS, MS Project, Microsoft Excel, Oracle SQL, SAP ERP, C++, JavaScript
Education
University of Cincinnati College of Business 2012 — 2013
Master's degree, Information Technology
Nirma Institute of Technology 2003 — 2007
B. Tech, Computer Science
Fidelity Investments May 2013 - Present
University of Cincinnati November 2012 - March 2013
Tesco May 2011 - June 2012
Hewlett Packard May 2010 - May 2011
Cognizant Technology Solutions June 2007 - May 2010
Skills
Requirements Analysis, Process Modeling, Visio, Database Modeling, .NET, C#, ASP.NET MVC, Visual Studio Team..., Web Services, PL/SQL, ASP.NET AJAX, XML, UML, Microsoft SQL Server, TFS, IIS, MS Project, Microsoft Excel, Oracle SQL, SAP ERP, C++, JavaScript
Education
University of Cincinnati College of Business 2012 — 2013
Master's degree, Information Technology
Nirma Institute of Technology 2003 — 2007
B. Tech, Computer Science
Merrick Endejann's Fidelity Investments Experience November 2000 - April 2002
Job Validation Manager at Argos Therapeutics
Industry Biotechnology
Experience
Argos Therapeutics January 2015 - Present
Argos Therapeutics July 2013 - January 2015
M Consulting, LLC January 2011 - December 2013
Banner Pharmacaps February 2010 - April 2013
Banner Pharmacaps September 2007 - February 2010
QualPak, LLC February 2005 - September 2007
Lockwood Greene August 2002 - February 2005
Fidelity Investments November 2000 - April 2002
Skills
CAPA, V&V, Validation, GMP, Cleaning Validation, FDA, 21 CFR Part 11, Sop, Computer System..., Change Control, GxP, Trackwise, Quality System, Technology Transfer, Regulatory Requirements, Pharmaceutical Industry, Quality Control, FDA GMP, GAMP, Quality Assurance, USP, cGMP practices, Contract Manufacturing, Biotechnology, Calibration, GCP, Dissolution, Clinical Trials, Document Management, Microbiology, Equipment Qualification, cGMP manufacturing, Biopharmaceuticals, CRO, GLP, Root Cause Analysis, Aseptic Processing, SOP, Quality Management
Education
University of Cincinnati 1996 — 2001
Bachelors of Science, Industrial Engineering
Argos Therapeutics January 2015 - Present
Argos Therapeutics July 2013 - January 2015
M Consulting, LLC January 2011 - December 2013
Banner Pharmacaps February 2010 - April 2013
Banner Pharmacaps September 2007 - February 2010
QualPak, LLC February 2005 - September 2007
Lockwood Greene August 2002 - February 2005
Fidelity Investments November 2000 - April 2002
Skills
CAPA, V&V, Validation, GMP, Cleaning Validation, FDA, 21 CFR Part 11, Sop, Computer System..., Change Control, GxP, Trackwise, Quality System, Technology Transfer, Regulatory Requirements, Pharmaceutical Industry, Quality Control, FDA GMP, GAMP, Quality Assurance, USP, cGMP practices, Contract Manufacturing, Biotechnology, Calibration, GCP, Dissolution, Clinical Trials, Document Management, Microbiology, Equipment Qualification, cGMP manufacturing, Biopharmaceuticals, CRO, GLP, Root Cause Analysis, Aseptic Processing, SOP, Quality Management
Education
University of Cincinnati 1996 — 2001
Bachelors of Science, Industrial Engineering
Thomas Owen's Fidelity Investments Experience August 2013 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments May 2012 - Present
Ohio Casualty Insurance June 2010 - September 2010
The United States Playing Card Company March 2008 - January 2010
Skills
Customer Service, Finance, Trading, Options, Market Research, Series 63, Investments
Education
College of Business 2007 — 2011
BBA, Finance
University of Cincinnati
Finance Major
Fidelity Investments August 2013 - Present
Fidelity Investments May 2012 - Present
Ohio Casualty Insurance June 2010 - September 2010
The United States Playing Card Company March 2008 - January 2010
Skills
Customer Service, Finance, Trading, Options, Market Research, Series 63, Investments
Education
College of Business 2007 — 2011
BBA, Finance
University of Cincinnati
Finance Major
Michelle Skaggs's Fidelity Investments Experience June 1996 - July 2008
Job Relocation Consultant
Industry Real Estate
Experience
Cartus February 2015 - Present
Cincinnati Arts Association May 1997 - Present
Macy's August 2014 - February 2015
Macy's May 2009 - August 2014
Fidelity Investments June 1996 - July 2008
Skills
Photography, Theatre, Customer Service, Microsoft Excel, Microsoft Word, Event Planning, Microsoft Office, PowerPoint, Event Management, Process Scheduler, Strategic Planning
Education
University of Cincinnati
Bachelor, Arts & Science
University of Phoenix
MBA, Business
Cartus February 2015 - Present
Cincinnati Arts Association May 1997 - Present
Macy's August 2014 - February 2015
Macy's May 2009 - August 2014
Fidelity Investments June 1996 - July 2008
Skills
Photography, Theatre, Customer Service, Microsoft Excel, Microsoft Word, Event Planning, Microsoft Office, PowerPoint, Event Management, Process Scheduler, Strategic Planning
Education
University of Cincinnati
Bachelor, Arts & Science
University of Phoenix
MBA, Business
Mike Carle's Fidelity Investments Experience June 2014 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2009 - Present
Fidelity Investments September 2012 - June 2014
Fidelity Investments September 2008 - September 2012
Fidelity Investments November 2010 - October 2011
Fidelity Investments June 2008 - September 2008
Education
University of Cincinnati 2006 — 2007
Master of Arts (M.A.)
University of Cincinnati 2001 — 2006
Bachelor of Arts (B.A.)
Fidelity Investments June 2014 - Present
Fidelity Investments June 2009 - Present
Fidelity Investments September 2012 - June 2014
Fidelity Investments September 2008 - September 2012
Fidelity Investments November 2010 - October 2011
Fidelity Investments June 2008 - September 2008
Education
University of Cincinnati 2006 — 2007
Master of Arts (M.A.)
University of Cincinnati 2001 — 2006
Bachelor of Arts (B.A.)
Theresa Lockett's Fidelity Investments Experience July 2005 - April 2007
Job AR Specialist at FirstGroup America
Industry Transportation/Trucking/Railroad
Experience
FirstGroup America October 2008 - Present
The Cincinnati Enquirer October 2007 - October 2008
Fidelity Investments July 2005 - April 2007
Sara Lee Foods / Hillshire Farm & Kahns October 1994 - June 2003
Procter & Gamble April 1986 - June 1994
Education
University of Cincinnati
Associate of Arts (A.A.), Business Administration and Management, General
Unversity of Cincinnati
Associates, Business Administration and Management, General, 2.98
FirstGroup America October 2008 - Present
The Cincinnati Enquirer October 2007 - October 2008
Fidelity Investments July 2005 - April 2007
Sara Lee Foods / Hillshire Farm & Kahns October 1994 - June 2003
Procter & Gamble April 1986 - June 1994
Education
University of Cincinnati
Associate of Arts (A.A.), Business Administration and Management, General
Unversity of Cincinnati
Associates, Business Administration and Management, General, 2.98
Robert Sill's Fidelity Investments Experience September 2006 - September 2014
Job Financial Services Professional
Industry Financial Services
Experience
Convergys Command Center 2014 - Present
Fidelity Investments September 2006 - September 2014
Smith Barney Citigroup February 2003 - September 2006
Citi December 2001 - February 2003
Skills
Leadership, Customer Service, Financial Services, Business Process..., Client Services, Project Management, Asset Allocation, Client Relations, Analysis, Microsoft Office, Account Management, Investments, Financial Analysis, Relationship Management, Business Strategy, Mutual Funds, Relationship Building, Call Centers, Management, Process Improvement, Sales, Employee Benefits, Team Management
Education
University of Cincinnati
Convergys Command Center 2014 - Present
Fidelity Investments September 2006 - September 2014
Smith Barney Citigroup February 2003 - September 2006
Citi December 2001 - February 2003
Skills
Leadership, Customer Service, Financial Services, Business Process..., Client Services, Project Management, Asset Allocation, Client Relations, Analysis, Microsoft Office, Account Management, Investments, Financial Analysis, Relationship Management, Business Strategy, Mutual Funds, Relationship Building, Call Centers, Management, Process Improvement, Sales, Employee Benefits, Team Management
Education
University of Cincinnati
Stephen Hoekstra's Fidelity Investments Experience June 2011 - Present
Job PAS Service Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Citi October 2010 - June 2011
Education
University of Cincinnati 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Business Economics
Fidelity Investments June 2011 - Present
Citi October 2010 - June 2011
Education
University of Cincinnati 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Business Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank