Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Dane Perrault Dane Perrault's Fidelity Investments Experience July 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments October 2011 - July 2014
Fidelity Investments May 2011 - October 2011
JPMorgan Chase September 2009 - May 2011
Prudential Financial March 2009 - September 2009
A Spice of Life Catering Services April 2008 - November 2008
Skills
Asset Allocation, Finance, Financial Services, Investments, Retirement Planning, Securities, Wealth Management, Financial Analysis, Investment Strategies, Leadership, Mutual Funds, Series 63, Customer Service
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts (B.A.), Economics
Fidelity Investments July 2014 - Present
Fidelity Investments October 2011 - July 2014
Fidelity Investments May 2011 - October 2011
JPMorgan Chase September 2009 - May 2011
Prudential Financial March 2009 - September 2009
A Spice of Life Catering Services April 2008 - November 2008
Skills
Asset Allocation, Finance, Financial Services, Investments, Retirement Planning, Securities, Wealth Management, Financial Analysis, Investment Strategies, Leadership, Mutual Funds, Series 63, Customer Service
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts (B.A.), Economics
Amy Danforth Amy Danforth's Fidelity Investments Experience May 2005 - September 2008
Job President at Fidelity Charitable
Industry Philanthropy
Experience
Fidelity Charitable February 2014 - Present
Fidelity Charitable September 2008 - February 2014
Fidelity Investments May 2005 - September 2008
Boston Private Financial Holdings January 2002 - January 2005
Fidelity Investments August 1986 - August 2000
Skills
Leadership, Business Development, Planned Giving, Strategic Planning, Investments, Mutual Funds, Financial Services
Education
University of Colorado Boulder 1978 — 1982
BA, International Affairs
Pembroke Hill School 1974 — 1978
Fidelity Charitable February 2014 - Present
Fidelity Charitable September 2008 - February 2014
Fidelity Investments May 2005 - September 2008
Boston Private Financial Holdings January 2002 - January 2005
Fidelity Investments August 1986 - August 2000
Skills
Leadership, Business Development, Planned Giving, Strategic Planning, Investments, Mutual Funds, Financial Services
Education
University of Colorado Boulder 1978 — 1982
BA, International Affairs
Pembroke Hill School 1974 — 1978
Brandon Carpenter Brandon Carpenter's Fidelity Investments Experience August 2014 - Present
Job Associate
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
TIAA-CREF December 2013 - Present
Charles Schwab January 2012 - December 2013
Schwab Advisor Services November 2010 - December 2011
Charles Schwab May 2008 - October 2010
Skills
Capital Markets, Wealth Management, Fixed Income, Equities, Derivatives, Mutual Funds, Bloomberg Terminal, ETFs, Investments, Trading, Bonds, Options
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Arts (BA), Economics
Fidelity Investments August 2014 - Present
TIAA-CREF December 2013 - Present
Charles Schwab January 2012 - December 2013
Schwab Advisor Services November 2010 - December 2011
Charles Schwab May 2008 - October 2010
Skills
Capital Markets, Wealth Management, Fixed Income, Equities, Derivatives, Mutual Funds, Bloomberg Terminal, ETFs, Investments, Trading, Bonds, Options
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Arts (BA), Economics
Justin Allen's Fidelity Investments Experience August 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments January 2014 - Present
Northwestern Mutual April 2013 - December 2013
Fidelity Investments June 2011 - April 2013
University of Cincinnati September 2010 - December 2012
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, SharePoint, Essbase, Microsoft Access, Business Analysis, Business Strategy, Business Process..., Financial Analysis, Time Management, Microsoft Word, Microsoft Excel, Finance, Analysis, Data Analysis, Leadership
Education
University of Cincinnati College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Fidelity Investments August 2014 - Present
Fidelity Investments January 2014 - Present
Northwestern Mutual April 2013 - December 2013
Fidelity Investments June 2011 - April 2013
University of Cincinnati September 2010 - December 2012
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, SharePoint, Essbase, Microsoft Access, Business Analysis, Business Strategy, Business Process..., Financial Analysis, Time Management, Microsoft Word, Microsoft Excel, Finance, Analysis, Data Analysis, Leadership
Education
University of Cincinnati College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Katelyn Hofer's Fidelity Investments Experience May 2015 - Present
Job Financial Analyst at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments May 2015 - Present
University of Cincinnati August 2012 - Present
Fidelity Investments August 2014 - May 2015
University of Cincinnati DAAP January 2013 - August 2014
Washington Township Recreation Center May 2012 - August 2013
RuffaloCODY-UC February 2013 - May 2013
Endodontics South Inc. May 2012 - January 2013
Graeter's Ice Cream September 2010 - May 2012
Skills
Data Analysis, Research, Essbase, Microsoft Excel, Macro writing and..., Oracle Applications, Oracle E-Business Suite, Oracle Discoverer, Oracle Database, Public Speaking, Statistics, Microsoft Word, SPSS, Teaching, PowerPoint, Microsoft Office, Time Management, Date Management
Education
University of Cincinnati College of Business 2012 — 2017
Bachelor's Degree, Finance, Entrepreneurship
Lebanon High School 2008 — 2012
Fidelity Investments May 2015 - Present
University of Cincinnati August 2012 - Present
Fidelity Investments August 2014 - May 2015
University of Cincinnati DAAP January 2013 - August 2014
Washington Township Recreation Center May 2012 - August 2013
RuffaloCODY-UC February 2013 - May 2013
Endodontics South Inc. May 2012 - January 2013
Graeter's Ice Cream September 2010 - May 2012
Skills
Data Analysis, Research, Essbase, Microsoft Excel, Macro writing and..., Oracle Applications, Oracle E-Business Suite, Oracle Discoverer, Oracle Database, Public Speaking, Statistics, Microsoft Word, SPSS, Teaching, PowerPoint, Microsoft Office, Time Management, Date Management
Education
University of Cincinnati College of Business 2012 — 2017
Bachelor's Degree, Finance, Entrepreneurship
Lebanon High School 2008 — 2012
Dean Weseli,MBA,CFP® Dean Weseli,MBA,CFP®'s Fidelity Investments Experience March 2004 - January 2009
Job Director of Wealth Management at The Windsor Group, Ltd.
Industry Investment Management
Experience
The Windsor Group, Ltd. March 2014 - Present
Hufford Advisors, LLC September 2012 - March 2014
Charles Schwab January 2009 - September 2012
Fidelity Investments March 2004 - January 2009
Skills
Retirement Planning, Investments, Wealth Management, Investment Strategies, Portfolio Management, Asset Managment
Education
University of Cincinnati College of Business 2005 — 2007
Master of Business Administration, Finance
University of Dayton 1999 — 2003
Bachelor of Science, Finance
The Windsor Group, Ltd. March 2014 - Present
Hufford Advisors, LLC September 2012 - March 2014
Charles Schwab January 2009 - September 2012
Fidelity Investments March 2004 - January 2009
Skills
Retirement Planning, Investments, Wealth Management, Investment Strategies, Portfolio Management, Asset Managment
Education
University of Cincinnati College of Business 2005 — 2007
Master of Business Administration, Finance
University of Dayton 1999 — 2003
Bachelor of Science, Finance
Kevin Kaeding's Fidelity Investments Experience 1999 - 2005
Job President at Martinizing International
Industry Textiles
Experience
Martinizing International October 2013 - Present
Martin Franchises Incorporated July 2010 - October 2013
Socius 2009 - 2010
J.D. Cloud & Co. L.L.P. 2004 - 2009
Fidelity Investments 1999 - 2005
Skills
Franchising, Business Development, Accounting, Small Business, Financial Reporting, Internal Controls, Auditing, Financial Analysis, Finance, Cost Accounting, Strategic Planning, Sarbanes-Oxley Act, GAAP, Customer Service, Financial Accounting, Sales, Marketing, New Business Development, Business Planning, Entrepreneurship, Leadership, Budgets, Marketing Strategy, Sales Management, Team Building, Tax
Education
University of Cincinnati College of Business 2001 — 2005
BBA, Accounting and Finance
Martinizing International October 2013 - Present
Martin Franchises Incorporated July 2010 - October 2013
Socius 2009 - 2010
J.D. Cloud & Co. L.L.P. 2004 - 2009
Fidelity Investments 1999 - 2005
Skills
Franchising, Business Development, Accounting, Small Business, Financial Reporting, Internal Controls, Auditing, Financial Analysis, Finance, Cost Accounting, Strategic Planning, Sarbanes-Oxley Act, GAAP, Customer Service, Financial Accounting, Sales, Marketing, New Business Development, Business Planning, Entrepreneurship, Leadership, Budgets, Marketing Strategy, Sales Management, Team Building, Tax
Education
University of Cincinnati College of Business 2001 — 2005
BBA, Accounting and Finance
Josh Kehrt Josh Kehrt's Fidelity Investments Experience January 2014 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments September 2012 - December 2013
Fidelity Investments July 2010 - September 2012
Fort Washington Investment Advisors July 2009 - September 2009
PowerNet Global Communications July 2008 - September 2008
Skills
Series 7, Mutual Funds, Securities, Financial Modeling, Financial Analysis, Financial Markets, Derivatives, Financial Reporting, Series 63, Investments
Education
Xavier University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Cincinnati College of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments January 2014 - Present
Fidelity Investments September 2012 - December 2013
Fidelity Investments July 2010 - September 2012
Fort Washington Investment Advisors July 2009 - September 2009
PowerNet Global Communications July 2008 - September 2008
Skills
Series 7, Mutual Funds, Securities, Financial Modeling, Financial Analysis, Financial Markets, Derivatives, Financial Reporting, Series 63, Investments
Education
Xavier University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Cincinnati College of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Stephen Saladrigas CFP, ChFC Stephen Saladrigas CFP, ChFC's Fidelity Investments Experience November 2009 - September 2013
Job Vice PresidentRegional Financial Consultant at Mutual of America
Industry Financial Services
Experience
Mutual of America April 2014 - Present
Fidelity Investments November 2009 - September 2013
Waddell & Reed January 2009 - November 2009
Wells Fargo Advisors January 2005 - January 2009
Wells Fargo Advisors 1997 - January 2005
Ameriprise Financial Services, Inc. 1991 - 1997
Skills
Financial Services, Series 7, Series 63, Series 65, Series 9 & 10, Leadership, Sales, Management, Financial Advisory, Mutual Funds, Strategic Partnerships, Capital Markets, Sales Operations, Asset Allocation, Retirement Planning, Recruiting, Team Leadership, Sales Motivation, Sales Management, Career Development..., Public Speaking, Inside Sales
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Political Science and Government
Mutual of America April 2014 - Present
Fidelity Investments November 2009 - September 2013
Waddell & Reed January 2009 - November 2009
Wells Fargo Advisors January 2005 - January 2009
Wells Fargo Advisors 1997 - January 2005
Ameriprise Financial Services, Inc. 1991 - 1997
Skills
Financial Services, Series 7, Series 63, Series 65, Series 9 & 10, Leadership, Sales, Management, Financial Advisory, Mutual Funds, Strategic Partnerships, Capital Markets, Sales Operations, Asset Allocation, Retirement Planning, Recruiting, Team Leadership, Sales Motivation, Sales Management, Career Development..., Public Speaking, Inside Sales
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Political Science and Government
Ryan Corbin Ryan Corbin's Fidelity Investments Experience November 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments April 2013 - October 2013
TopLine Investment Services May 2012 - April 2013
TCF National Bank August 2005 - May 2012
TCF National Bank February 2003 - August 2005
Skills
Investments, Retirement Planning, Management, Financial Services, Banking, Retail Banking, Financial Analysis
Education
University of St. Thomas - Opus College of Business 2004 — 2007
MBA, Finance
University of Cincinnati College of Business 1997 — 2002
BBA, Finance & Real Estate
Fidelity Investments November 2013 - Present
Fidelity Investments April 2013 - October 2013
TopLine Investment Services May 2012 - April 2013
TCF National Bank August 2005 - May 2012
TCF National Bank February 2003 - August 2005
Skills
Investments, Retirement Planning, Management, Financial Services, Banking, Retail Banking, Financial Analysis
Education
University of St. Thomas - Opus College of Business 2004 — 2007
MBA, Finance
University of Cincinnati College of Business 1997 — 2002
BBA, Finance & Real Estate
Randy E. Gantt, CFP Randy E. Gantt, CFP's Fidelity Investments Experience January 1998 - December 2005
Job Regional Manager, Artifex Financial Group
Industry Financial Services
Experience
Artifex Financial Group 2011 - Present
US Air Force Reserve 1996 - Present
Wealth Dimensions Group, Ltd April 2010 - July 2011
Wealth Dimensions Group, Ltd June 2006 - April 2010
Fidelity Investments January 1998 - December 2005
Skills
Command, Leadership, Retirement Planning, Air Force, Military Experience, Security Clearance, Risk Management, Investment Management, Estate Planning, Certified Financial..., Personal Financial...
Education
University of Cincinnati College of Business 1993 — 1999
Bachelor of Business Administration (BBA), Finance, Management
Artifex Financial Group 2011 - Present
US Air Force Reserve 1996 - Present
Wealth Dimensions Group, Ltd April 2010 - July 2011
Wealth Dimensions Group, Ltd June 2006 - April 2010
Fidelity Investments January 1998 - December 2005
Skills
Command, Leadership, Retirement Planning, Air Force, Military Experience, Security Clearance, Risk Management, Investment Management, Estate Planning, Certified Financial..., Personal Financial...
Education
University of Cincinnati College of Business 1993 — 1999
Bachelor of Business Administration (BBA), Finance, Management
Bob Swartzel Bob Swartzel's Fidelity Investments Experience January 1985 - July 1992
Job
Industry Information Technology and Services
Experience
eTection October 2011 - Present
Roper Health Systems August 1989 - September 1995
Fidelity Investments January 1985 - July 1992
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Colorado Boulder
Network Engineering/Telecommunications, MS
eTection October 2011 - Present
Roper Health Systems August 1989 - September 1995
Fidelity Investments January 1985 - July 1992
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Colorado Boulder
Network Engineering/Telecommunications, MS
Brendan Hefter Brendan Hefter's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Capitalize Network, LLC September 2014 - March 2015
Cortland Capital Market Services LLC June 2014 - August 2014
Sigma Alpha Epsilon Fraternity November 2012 - December 2013
Skills
Teamwork, Teaching, Microsoft Excel, FundCount Accounting..., Budgets, Time Management, Social Media, Customer Service, Research, Social Media Marketing, Public Speaking
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Business Administration (BBA), Business; Finance
Fidelity Investments July 2015 - Present
Capitalize Network, LLC September 2014 - March 2015
Cortland Capital Market Services LLC June 2014 - August 2014
Sigma Alpha Epsilon Fraternity November 2012 - December 2013
Skills
Teamwork, Teaching, Microsoft Excel, FundCount Accounting..., Budgets, Time Management, Social Media, Customer Service, Research, Social Media Marketing, Public Speaking
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Business Administration (BBA), Business; Finance
Dustin Martin Dustin Martin's Fidelity Investments Experience January 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
University of Cincinnati March 2012 - May 2014
ProCamps Worldwide May 2013 - July 2013
Raymond James Financial Inc. December 2011 - July 2013
LCNB National Bank 2010 - 2011
Education
University of Cincinnati College of Business 2009 — 2014
a Bachelor of Business Administration, Finance
University of Cincinnati College of Education, Criminal Justice, & Human Services 2012 — 2014
Minor, Sport and Fitness Administration/Management
Franklin High School 2005 — 2009
High School Diploma, Graduated
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
University of Cincinnati March 2012 - May 2014
ProCamps Worldwide May 2013 - July 2013
Raymond James Financial Inc. December 2011 - July 2013
LCNB National Bank 2010 - 2011
Education
University of Cincinnati College of Business 2009 — 2014
a Bachelor of Business Administration, Finance
University of Cincinnati College of Education, Criminal Justice, & Human Services 2012 — 2014
Minor, Sport and Fitness Administration/Management
Franklin High School 2005 — 2009
High School Diploma, Graduated
Geoffrey Glazier CFP®'s Fidelity Investments Experience March 2005 - February 2009
Job CERTIFIED FINANCIAL PLANNER™ at The Pinnacle Group Financial Advisors
Industry Investment Management
Experience
The Pinnacle Group - Financial Advisors July 2012 - Present
Queen City Financial Advisors July 2009 - June 2012
Fidelity Investments March 2005 - February 2009
Skills
Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Wealth Management..., Financial Planners, Disability Insurance, Series 7, Series 63, Uniform Combined State..., Mutual Funds, Asset Allocation, Income Planning, Life Insurance, Stocks, Bonds, Alternative Investments, Options, Series 66
Education
University of Cincinnati College of Business 2005 — 2007
MBA, Finance
Capital University - School of Management 1998 — 2002
Bachelors, Economics
The Pinnacle Group - Financial Advisors July 2012 - Present
Queen City Financial Advisors July 2009 - June 2012
Fidelity Investments March 2005 - February 2009
Skills
Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Wealth Management..., Financial Planners, Disability Insurance, Series 7, Series 63, Uniform Combined State..., Mutual Funds, Asset Allocation, Income Planning, Life Insurance, Stocks, Bonds, Alternative Investments, Options, Series 66
Education
University of Cincinnati College of Business 2005 — 2007
MBA, Finance
Capital University - School of Management 1998 — 2002
Bachelors, Economics
Greg Goodson Greg Goodson's Fidelity Investments Experience August 2015 - Present
Job High Net Worth Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2014 - August 2015
University of Cincinnati May 2013 - April 2014
University of Cincinnati April 2012 - May 2013
Education
University of Cincinnati College of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance
Fidelity Investments August 2015 - Present
Fidelity Investments October 2014 - August 2015
University of Cincinnati May 2013 - April 2014
University of Cincinnati April 2012 - May 2013
Education
University of Cincinnati College of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance
Christopher Bellisario's Fidelity Investments Experience September 2007 - March 2008
Job Project Manager at RDI Marketing Services
Industry Marketing and Advertising
Experience
RDI Corporation January 2015 - Present
RDI Marketing Services February 2010 - July 2015
RDI Corporation August 2008 - February 2010
Fidelity Investments September 2007 - March 2008
Weed Man Ltd November 2006 - July 2007
Skills
Sales, Sales Management, People Skills, Public Speaking, Motivational Speaking, Team Building, Team Management, Account Management, Call Centers, Coaching, Customer Retention, Customer Satisfaction, Customer Service, Direct Sales, Leadership, Marketing, Microsoft Office, Strategic Planning, Microsoft Excel, Staff Retention
Education
University of Cincinnati College of Business 2001 — 2006
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Lakota West
RDI Corporation January 2015 - Present
RDI Marketing Services February 2010 - July 2015
RDI Corporation August 2008 - February 2010
Fidelity Investments September 2007 - March 2008
Weed Man Ltd November 2006 - July 2007
Skills
Sales, Sales Management, People Skills, Public Speaking, Motivational Speaking, Team Building, Team Management, Account Management, Call Centers, Coaching, Customer Retention, Customer Satisfaction, Customer Service, Direct Sales, Leadership, Marketing, Microsoft Office, Strategic Planning, Microsoft Excel, Staff Retention
Education
University of Cincinnati College of Business 2001 — 2006
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Lakota West
Peter Vander Ploeg's Fidelity Investments Experience March 2015 - Present
Job Financial Professional | CFP®
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
Fidelity Investments June 2013 - June 2014
Riverbend Real Estate February 2009 - June 2013
Wilson Davis and Company January 2011 - January 2013
Keller Williams Realty January 2007 - January 2009
Prestige Real Estate Group February 2006 - November 2006
Skills
Real Estate, Investments, Customer Relations, Budgeting, Financial Reporting, Asset Valuation, Real Estate Finance, Market Research, Marketing Strategy, Contract Negotiation, Contract Management, Construction Management, Entrepreneurship, Goal Oriented, Relationship Development, Microsoft Office, Self Starter, Real Estate Economics, Budgets, Customer Service, Valuation, Sales
Education
University of Denver - Daniels College of Business 2007 — 2008
MSRECM, Real Estate Finance and Construction Management
University of Colorado at Boulder 2000 — 2004
Bachelor of Arts (B.A.), Minor in Economics, Philosophy / Economics
Denver Christian
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
Fidelity Investments June 2013 - June 2014
Riverbend Real Estate February 2009 - June 2013
Wilson Davis and Company January 2011 - January 2013
Keller Williams Realty January 2007 - January 2009
Prestige Real Estate Group February 2006 - November 2006
Skills
Real Estate, Investments, Customer Relations, Budgeting, Financial Reporting, Asset Valuation, Real Estate Finance, Market Research, Marketing Strategy, Contract Negotiation, Contract Management, Construction Management, Entrepreneurship, Goal Oriented, Relationship Development, Microsoft Office, Self Starter, Real Estate Economics, Budgets, Customer Service, Valuation, Sales
Education
University of Denver - Daniels College of Business 2007 — 2008
MSRECM, Real Estate Finance and Construction Management
University of Colorado at Boulder 2000 — 2004
Bachelor of Arts (B.A.), Minor in Economics, Philosophy / Economics
Denver Christian
David Mason, CAIA David Mason, CAIA's Fidelity Investments Experience September 2000 - February 2005
Job Vice President Investment Strategies at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC October 2014 - Present
Fund Evaluation Group March 2008 - September 2014
Fifth Third Asset Management March 2005 - March 2008
Fidelity Investments September 2000 - February 2005
Skills
Portfolio Management, Equities, Alternative Investments, Asset Management, Investments, Series 7, Hedge Funds, Trading, Fixed Income
Education
Xavier University
In Progress, MBA-Finance
University of Cincinnati College of Business 1995 — 2000
BS, Finance and International Business
The Summit Country Day School
Fund Evaluation Group, LLC October 2014 - Present
Fund Evaluation Group March 2008 - September 2014
Fifth Third Asset Management March 2005 - March 2008
Fidelity Investments September 2000 - February 2005
Skills
Portfolio Management, Equities, Alternative Investments, Asset Management, Investments, Series 7, Hedge Funds, Trading, Fixed Income
Education
Xavier University
In Progress, MBA-Finance
University of Cincinnati College of Business 1995 — 2000
BS, Finance and International Business
The Summit Country Day School
Chris Secaur Chris Secaur's Fidelity Investments Experience January 2001 - January 2003
Job Realtor at Sibcy Cline, Inc. and Broker at @properties
Industry Real Estate
Experience
@properties January 2013 - Present
Sibcy Cline Realtors January 2003 - Present
Baird & Warner January 2011 - January 2013
Fidelity Investments January 2001 - January 2003
Unilever January 1999 - January 2001
SC Johnson 1998 - 2001
Procter & Gamble January 1993 - January 1999
Skills
Real Estate, Listings, Relocation, Buyer Representation, First Time Home Buyers, Short Sales, Condos, Sellers, Investment Properties, Luxury, Home, Selling
Education
University of Cincinnati College of Business 1991 — 1996
BA, International Business
Mariemont High, Cincinnati, OH 1989 — 1991
High School
@properties January 2013 - Present
Sibcy Cline Realtors January 2003 - Present
Baird & Warner January 2011 - January 2013
Fidelity Investments January 2001 - January 2003
Unilever January 1999 - January 2001
SC Johnson 1998 - 2001
Procter & Gamble January 1993 - January 1999
Skills
Real Estate, Listings, Relocation, Buyer Representation, First Time Home Buyers, Short Sales, Condos, Sellers, Investment Properties, Luxury, Home, Selling
Education
University of Cincinnati College of Business 1991 — 1996
BA, International Business
Mariemont High, Cincinnati, OH 1989 — 1991
High School
Peter Baird Peter Baird's Fidelity Investments Experience October 2013 - July 2014
Job Experienced financial software executive and Financial Advisor
Industry Computer Software
Experience
Fidelity Investments October 2013 - July 2014
Wells Fargo Advisors, LLC January 2012 - July 2013
WealthBook May 2009 - February 2011
GreenCoat, LLC December 2007 - May 2009
Fetter Logic, Inc. January 2007 - July 2007
UBS, Merrill Lynch and JPMorgan/Chase December 2002 - January 2007
Corillian 2000 - 2002
Winter Capital International 1998 - 2001
Accelr8 Technologies, Inc September 1996 - November 1997
Formation Technologies 1984 - 1995
Skills
Sales Management, Multicultural, Compensation Plan..., Series 7, Series 66, Securities, New Business Development, Direct Sales, Sales Process, Sales, Finance, Retirement Planning, Investments
Education
FINRA Series 7, 66 registrations 2002 — 2003
FINRA Series 7 and 66
University of Colorado Boulder 1978 — 1982
American School Foundation, Mexico 1965 — 1978
High School, K - 12
Fidelity Investments October 2013 - July 2014
Wells Fargo Advisors, LLC January 2012 - July 2013
WealthBook May 2009 - February 2011
GreenCoat, LLC December 2007 - May 2009
Fetter Logic, Inc. January 2007 - July 2007
UBS, Merrill Lynch and JPMorgan/Chase December 2002 - January 2007
Corillian 2000 - 2002
Winter Capital International 1998 - 2001
Accelr8 Technologies, Inc September 1996 - November 1997
Formation Technologies 1984 - 1995
Skills
Sales Management, Multicultural, Compensation Plan..., Series 7, Series 66, Securities, New Business Development, Direct Sales, Sales Process, Sales, Finance, Retirement Planning, Investments
Education
FINRA Series 7, 66 registrations 2002 — 2003
FINRA Series 7 and 66
University of Colorado Boulder 1978 — 1982
American School Foundation, Mexico 1965 — 1978
High School, K - 12
Joe Lohner's Fidelity Investments Experience October 2006 - April 2008
Job Principal Consultant at Systems Evolution, Inc.
Industry Information Technology and Services
Experience
Systems Evolution, Inc. Systems Solution Manager & Project Manager
Ethicon Endo-Surgery November 2009 - December 2009
dunnhumby April 2009 - August 2009
Luxottica Retail May 2008 - March 2009
Fidelity Investments October 2006 - April 2008
eLynx June 2006 - October 2006
Ethicon Endo-Surgery August 2005 - May 2006
HarvestINFO June 2005 - September 2005
Convergys, IMG 1999 - 2005
Convergys 1995 - 1999
Skills
Solution Architecture, Data Modeling, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, PL/SQL, ETL, Databases, Data Integration, Oracle, Integration, Architectures, Business Intelligence, Data Migration, Data Warehousing, Informatica, Process Improvement, Scrum, SharePoint, Software Documentation, Unix, Architecture
Education
University of Cincinnati College of Engineering 1992 — 1995
M.S., Computer Science
University of Cincinnati College of Business 1984 — 1989
B.B.A, Quantitative Analysis
Systems Evolution, Inc. Systems Solution Manager & Project Manager
Ethicon Endo-Surgery November 2009 - December 2009
dunnhumby April 2009 - August 2009
Luxottica Retail May 2008 - March 2009
Fidelity Investments October 2006 - April 2008
eLynx June 2006 - October 2006
Ethicon Endo-Surgery August 2005 - May 2006
HarvestINFO June 2005 - September 2005
Convergys, IMG 1999 - 2005
Convergys 1995 - 1999
Skills
Solution Architecture, Data Modeling, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, PL/SQL, ETL, Databases, Data Integration, Oracle, Integration, Architectures, Business Intelligence, Data Migration, Data Warehousing, Informatica, Process Improvement, Scrum, SharePoint, Software Documentation, Unix, Architecture
Education
University of Cincinnati College of Engineering 1992 — 1995
M.S., Computer Science
University of Cincinnati College of Business 1984 — 1989
B.B.A, Quantitative Analysis
Dave Gottmann Dave Gottmann's Fidelity Investments Experience January 1996 - June 2006
Job SVP Commercial Operations Director at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank August 2014 - Present
Fifth Third Bank May 2011 - August 2014
Fifth Third Bank July 2006 - May 2011
Fidelity Investments January 1996 - June 2006
PNC Bank January 1989 - December 1995
Skills
Process Improvement, Financial Services, Call Center, Project Management, Banking, Vendor Management, Call Centers, Customer Service, Budgets, Risk Management, Business Analysis, Strategic Planning, Management, Leadership, Six Sigma, Customer Experience, Program Management, Business Process..., Operations Management
Education
University of Cincinnati College of Business
BS, Information Systems
Fifth Third Bank August 2014 - Present
Fifth Third Bank May 2011 - August 2014
Fifth Third Bank July 2006 - May 2011
Fidelity Investments January 1996 - June 2006
PNC Bank January 1989 - December 1995
Skills
Process Improvement, Financial Services, Call Center, Project Management, Banking, Vendor Management, Call Centers, Customer Service, Budgets, Risk Management, Business Analysis, Strategic Planning, Management, Leadership, Six Sigma, Customer Experience, Program Management, Business Process..., Operations Management
Education
University of Cincinnati College of Business
BS, Information Systems
Jonathan Rhoads Jonathan Rhoads's Fidelity Investments Experience June 2006 - June 2008
Job Partner at Oodle
Industry Information Technology and Services
Experience
Oodle June 2009 - Present
Sund & Company July 2009 - July 2010
Fidelity Investments June 2006 - June 2008
Skills
PHP, MySQL, HTML, CSS, jQuery, WordPress, Web Design, Web Development, Photoshop, JavaScript, SEO, HTML 5, Project Management, Series 63, Investments, Marketing, Social Media Marketing
Education
Milford High School 1998 — 2002
University of Cincinnati College of Business
Oodle June 2009 - Present
Sund & Company July 2009 - July 2010
Fidelity Investments June 2006 - June 2008
Skills
PHP, MySQL, HTML, CSS, jQuery, WordPress, Web Design, Web Development, Photoshop, JavaScript, SEO, HTML 5, Project Management, Series 63, Investments, Marketing, Social Media Marketing
Education
Milford High School 1998 — 2002
University of Cincinnati College of Business
Tracy Raymond Tracy Raymond's Fidelity Investments Experience August 2011 - September 2012
Job Human Resources Assistant
Industry Human Resources
Experience
Towne Properties July 2012 - Present
Fidelity Investments August 2011 - September 2012
Education
University of Cincinnati-Clermont College 2008 — 2011
Associates Degree, Paralegal Studies
Anderson High School 1982 — 1986
Towne Properties July 2012 - Present
Fidelity Investments August 2011 - September 2012
Education
University of Cincinnati-Clermont College 2008 — 2011
Associates Degree, Paralegal Studies
Anderson High School 1982 — 1986
Matthew McAdam, CFA, CAIA Matthew McAdam, CFA, CAIA's Fidelity Investments Experience December 2005 - December 2006
Job Portfolio Strategist, Portfolio Construction Desk at Northern Trust
Industry Investment Management
Experience
Northern Trust July 2011 - Present
ScotiaMcLeod January 2007 - June 2011
Fidelity Investments December 2005 - December 2006
Skills
Investment Management, Asset Allocation, Investment Risk..., Portfolio Management, Equity Manager Research, Fixed Income Manager..., Wealth Management, Asset Managment, Alternative Investments, Derivatives, Investment Strategies
Education
University of Colorado at Boulder 2003 — 2005
B.S. of Business Administration, Finance
University of Vermont 2001 — 2003
B.Sc. of Business Administration, Business
Northern Trust July 2011 - Present
ScotiaMcLeod January 2007 - June 2011
Fidelity Investments December 2005 - December 2006
Skills
Investment Management, Asset Allocation, Investment Risk..., Portfolio Management, Equity Manager Research, Fixed Income Manager..., Wealth Management, Asset Managment, Alternative Investments, Derivatives, Investment Strategies
Education
University of Colorado at Boulder 2003 — 2005
B.S. of Business Administration, Finance
University of Vermont 2001 — 2003
B.Sc. of Business Administration, Business
Corey Chapman Corey Chapman's Fidelity Investments Experience April 2014 - Present
Job Transaction Processing Representative III
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Quaker Steak & Lube March 2007 - March 2014
Skills
Teamwork, Customer Satisfaction, Microsoft Excel, Organization, Computer Hardware and..., Team Leadership, Stress Management, Always Punctual, Computer Repair, Outstanding Customer..., Customer Service, Microsoft Office, Time Management, Restaurants, Team Management, Strategic Planning, Computer Maintenance
Education
University of Cincinnati College of Business 2006 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Christian Center Academy 2002 — 2006
Diploma
Fidelity Investments April 2014 - Present
Quaker Steak & Lube March 2007 - March 2014
Skills
Teamwork, Customer Satisfaction, Microsoft Excel, Organization, Computer Hardware and..., Team Leadership, Stress Management, Always Punctual, Computer Repair, Outstanding Customer..., Customer Service, Microsoft Office, Time Management, Restaurants, Team Management, Strategic Planning, Computer Maintenance
Education
University of Cincinnati College of Business 2006 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Christian Center Academy 2002 — 2006
Diploma
Bill Sheehan Bill Sheehan's Fidelity Investments Experience February 2014 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Nuveen Investments July 2010 - February 2014
DWS Investments June 2008 - July 2010
Wells Fargo Advantage Funds June 2005 - June 2008
Wells Fargo Advantage Funds December 2004 - June 2005
Wells Fargo Advantage Funds October 2003 - December 2004
Morgan Stanley August 2000 - November 2002
Morgan Stanley June 1998 - August 2000
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies
Education
University of Colorado at Boulder 1994 — 1997
BS, Marketing
Fidelity Investments February 2014 - Present
Nuveen Investments July 2010 - February 2014
DWS Investments June 2008 - July 2010
Wells Fargo Advantage Funds June 2005 - June 2008
Wells Fargo Advantage Funds December 2004 - June 2005
Wells Fargo Advantage Funds October 2003 - December 2004
Morgan Stanley August 2000 - November 2002
Morgan Stanley June 1998 - August 2000
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies
Education
University of Colorado at Boulder 1994 — 1997
BS, Marketing
Andrew M Hermes, CFP®'s Fidelity Investments Experience February 2000 - March 2010
Job Owner/Managing Partner at Altus Wealth Management LLC
Industry Financial Services
Experience
Altus Wealth Management, LLC March 2010 - Present
Fidelity Investments February 2000 - March 2010
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Financial Advisory, Retirement Planning, ETFs, Alternative Investments, Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income Strategies, Investments, Finance, Mutual Funds, Retirement, Securities, Fixed Income, Leadership Development
Education
University of Cincinnati College of Business 1995 — 2000
BSBA, Marketing, Finance & Management
Altus Wealth Management, LLC March 2010 - Present
Fidelity Investments February 2000 - March 2010
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Financial Advisory, Retirement Planning, ETFs, Alternative Investments, Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income Strategies, Investments, Finance, Mutual Funds, Retirement, Securities, Fixed Income, Leadership Development
Education
University of Cincinnati College of Business 1995 — 2000
BSBA, Marketing, Finance & Management
Susan Busch Susan Busch's Fidelity Investments Experience December 2008 - October 2013
Job Senior Private Wealth Advisor at Executive Wealth Management, LLC
Industry Financial Services
Experience
Executive Wealth Management, LLC November 2013 - Present
Fidelity Investments December 2008 - October 2013
Wachovia Securities July 2007 - December 2008
Fifth Third Bank September 2004 - July 2007
Charles Schwab January 1999 - July 2004
Skills
Leadership, Retirement, Portfolio Management, Recruiting, New Business Development, Mutual Funds, Risk Management, Coaching, Financial Analysis, Finance, Business Development, Budgets, Financial Services, Investments, Asset Allocation, Asset Management, Banking, Management, Sales, Sales Management, Series 63, Securities, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Wealth Management, Financial Planning
Education
University of Colorado at Boulder 1988 — 1993
BS, Economics
Pueblo East High School 1984 — 1988
high school
Executive Wealth Management, LLC November 2013 - Present
Fidelity Investments December 2008 - October 2013
Wachovia Securities July 2007 - December 2008
Fifth Third Bank September 2004 - July 2007
Charles Schwab January 1999 - July 2004
Skills
Leadership, Retirement, Portfolio Management, Recruiting, New Business Development, Mutual Funds, Risk Management, Coaching, Financial Analysis, Finance, Business Development, Budgets, Financial Services, Investments, Asset Allocation, Asset Management, Banking, Management, Sales, Sales Management, Series 63, Securities, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Wealth Management, Financial Planning
Education
University of Colorado at Boulder 1988 — 1993
BS, Economics
Pueblo East High School 1984 — 1988
high school
Chris Colgan Chris Colgan's Fidelity Investments Experience 2009 - Present
Job Director, Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
Fidelity Investments March 2005 - January 2009
eBay international 2003 - 2005
American Express Financial Advisors January 1998 - December 2002
Skills
Call Centers, Series 7, Financial Services, Outsourcing, Process Improvement, Management, Series 63, Call Center, Customer Experience, Securities, Project Management, CRM, Leadership, E-commerce, Cross-functional Team..., Operational Risk..., Change Management, Operations Management, Retail Sales
Education
University of Saint Thomas 1995 — 1998
MBA, Financial Services Management
University of Colorado Boulder 1982 — 1987
BA, Economics and Business Spanish
Fidelity Investments 2009 - Present
Fidelity Investments March 2005 - January 2009
eBay international 2003 - 2005
American Express Financial Advisors January 1998 - December 2002
Skills
Call Centers, Series 7, Financial Services, Outsourcing, Process Improvement, Management, Series 63, Call Center, Customer Experience, Securities, Project Management, CRM, Leadership, E-commerce, Cross-functional Team..., Operational Risk..., Change Management, Operations Management, Retail Sales
Education
University of Saint Thomas 1995 — 1998
MBA, Financial Services Management
University of Colorado Boulder 1982 — 1987
BA, Economics and Business Spanish
Bobby Ross Bobby Ross's Fidelity Investments Experience October 2013 - January 2014
Job Closing Assistant at Land Title Guarantee Company
Industry Marketing and Advertising
Experience
Land Title Guarantee Company April 2015 - Present
Home Loans Assist May 2014 - November 2014
Fidelity Investments October 2013 - January 2014
Gap Inc./ Banana Republic September 2012 - January 2014
REC of CO August 2012 - March 2013
In The Buff A Cappella September 2008 - September 2012
Next Step Property Solutions December 2011 - May 2012
Boardwalk Realty Inc. June 2011 - September 2011
Micro Motion June 2010 - August 2010
Skills
Time Management, Real Estate, Marketing, Investment Properties, Social Media, Start-ups, Product Management, Leadership, Sales Management, Strategic Planning, Research, Account Management, Real Estate Economics, Real Estate Transactions, Retail, Entrepreneurship, New Business Development, Public Speaking, Brokerage
Education
University of Colorado Boulder 2008 — 2012
Bachelor of Science in Business Administration, Emphasis in Marketing and Real Estate
Land Title Guarantee Company April 2015 - Present
Home Loans Assist May 2014 - November 2014
Fidelity Investments October 2013 - January 2014
Gap Inc./ Banana Republic September 2012 - January 2014
REC of CO August 2012 - March 2013
In The Buff A Cappella September 2008 - September 2012
Next Step Property Solutions December 2011 - May 2012
Boardwalk Realty Inc. June 2011 - September 2011
Micro Motion June 2010 - August 2010
Skills
Time Management, Real Estate, Marketing, Investment Properties, Social Media, Start-ups, Product Management, Leadership, Sales Management, Strategic Planning, Research, Account Management, Real Estate Economics, Real Estate Transactions, Retail, Entrepreneurship, New Business Development, Public Speaking, Brokerage
Education
University of Colorado Boulder 2008 — 2012
Bachelor of Science in Business Administration, Emphasis in Marketing and Real Estate
Christopher Kootin-Sanwu's Fidelity Investments Experience March 2014 - Present
Job Premium Client Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments October 2012 - March 2014
University of Cincinnati November 2010 - June 2012
Skills
Investments, Financial Analysis, Financial Modeling, Finance, Accounting, Strategic Financial..., Microsoft Excel, Portfolio Management, Bloomberg, Financial Reporting, Valuation, Analysis, Corporate Finance, Data Analysis, Access, Economics
Education
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Fidelity Investments March 2014 - Present
Fidelity Investments October 2012 - March 2014
University of Cincinnati November 2010 - June 2012
Skills
Investments, Financial Analysis, Financial Modeling, Finance, Accounting, Strategic Financial..., Microsoft Excel, Portfolio Management, Bloomberg, Financial Reporting, Valuation, Analysis, Corporate Finance, Data Analysis, Access, Economics
Education
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Blaze Heuga Blaze Heuga's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
CAN DO for MS August 2013 - Present
Velocity Brand Management May 2014 - August 2014
Victors & Spoils February 2014 - April 2014
Country Club of the Rockies May 2011 - August 2011
Old Forge Pizza August 2008 - August 2009
Skills
Microsoft Office, Social Media, Photoshop, PowerPoint, Microsoft Word, Microsoft Excel, Social Media Marketing, Facebook, Social Networking, Blogging, Adobe Creative Suite, Advertising, Copywriting, Account Management, Marketing Communications, Marketing, Customer Service, Event Planning, Public Speaking, Sales, Management
Education
University of Colorado at Boulder 2009 — 2014
Bachelor’s Degree, Advertising
Battle Mountain High School 2006 — 2008
Fidelity Investments July 2015 - Present
CAN DO for MS August 2013 - Present
Velocity Brand Management May 2014 - August 2014
Victors & Spoils February 2014 - April 2014
Country Club of the Rockies May 2011 - August 2011
Old Forge Pizza August 2008 - August 2009
Skills
Microsoft Office, Social Media, Photoshop, PowerPoint, Microsoft Word, Microsoft Excel, Social Media Marketing, Facebook, Social Networking, Blogging, Adobe Creative Suite, Advertising, Copywriting, Account Management, Marketing Communications, Marketing, Customer Service, Event Planning, Public Speaking, Sales, Management
Education
University of Colorado at Boulder 2009 — 2014
Bachelor’s Degree, Advertising
Battle Mountain High School 2006 — 2008
Cecilia Hong Cecilia Hong's Fidelity Investments Experience June 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), Environmental Populational and Organismic Biology
Fidelity Investments June 2015 - Present
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), Environmental Populational and Organismic Biology
Joseph Daly's Fidelity Investments Experience September 2015 - Present
Job Accounting Intern (AP Specialist) at Phillips Edison & Company
Industry Higher Education
Experience
Fidelity Investments September 2015 - Present
Phillips Edison & Company August 2013 - January 2015
Skills
PowerPoint, ApplicationXtender, Microsoft Excel, AP Indexing, MRI Login, Microsoft Word, Data Entry, Teamwork, Mathematics, Works well with a team, Access, Accounts Payable, Data Analysis, Analysis
Education
University of Cincinnati College of Business 2010 — 2015
Bachelor of Business Administration (BBA), Business/Managerial Economics
Fidelity Investments September 2015 - Present
Phillips Edison & Company August 2013 - January 2015
Skills
PowerPoint, ApplicationXtender, Microsoft Excel, AP Indexing, MRI Login, Microsoft Word, Data Entry, Teamwork, Mathematics, Works well with a team, Access, Accounts Payable, Data Analysis, Analysis
Education
University of Cincinnati College of Business 2010 — 2015
Bachelor of Business Administration (BBA), Business/Managerial Economics
Stephen Cain, CFP® Stephen Cain, CFP®'s Fidelity Investments Experience June 1999 - June 2006
Job Comprehensive Financial Planner
Industry Financial Services
Experience
Warnick & Cain, LLC January 2011 - Present
Lindner Capital Advisors January 2007 - October 2014
Fidelity Investments June 1999 - June 2006
Skills
Strategic Financial..., Financial Services, Asset Allocation, Retirement, Finance, Insurance, Customer Service, Strategic Planning, Sales, Securities, Financial Advisory
Education
Xavier University - Williams College of Business 2001 — 2005
MBA
University of Cincinnati College of Business 1993 — 1999
BBA, Finance
Warnick & Cain, LLC January 2011 - Present
Lindner Capital Advisors January 2007 - October 2014
Fidelity Investments June 1999 - June 2006
Skills
Strategic Financial..., Financial Services, Asset Allocation, Retirement, Finance, Insurance, Customer Service, Strategic Planning, Sales, Securities, Financial Advisory
Education
Xavier University - Williams College of Business 2001 — 2005
MBA
University of Cincinnati College of Business 1993 — 1999
BBA, Finance
Jim Pfaller Jim Pfaller's Fidelity Investments Experience January 2010 - Present
Job Director of IT Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Computer Sciences Corporation February 1992 - January 1996
Skills
Vendor Management, Product Management, Requirements Gathering, Business Analysis, SDLC, Process Improvement, PMP, Requirements Analysis, Visio, Software Project..., Software Development, Enterprise Architecture, Project Management, Program Management, Cross-functional Team...
Education
University of Cincinnati College of Business 1978 — 1984
BBA, Information Systems & Quantative Analysis
Fidelity Investments January 2010 - Present
Computer Sciences Corporation February 1992 - January 1996
Skills
Vendor Management, Product Management, Requirements Gathering, Business Analysis, SDLC, Process Improvement, PMP, Requirements Analysis, Visio, Software Project..., Software Development, Enterprise Architecture, Project Management, Program Management, Cross-functional Team...
Education
University of Cincinnati College of Business 1978 — 1984
BBA, Information Systems & Quantative Analysis
Colin Beck, CMT Colin Beck, CMT's Fidelity Investments Experience December 2014 - Present
Job Director Regional Brokerage Consultants at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments April 2007 - December 2014
Charles Schwab October 2005 - April 2007
Skills
Management
Education
University of Denver 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Colorado Boulder 1993 — 1997
Bachelor's Degree, Economics
Fidelity Investments December 2014 - Present
Fidelity Investments April 2007 - December 2014
Charles Schwab October 2005 - April 2007
Skills
Management
Education
University of Denver 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Colorado Boulder 1993 — 1997
Bachelor's Degree, Economics
Ralph Boss Ralph Boss's Fidelity Investments Experience June 2008 - Present
Job Director Relationship Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Skills
CFP®, CEP, CRPC, CFS, Series 6, 7, 9, 10, 63,...
Education
Denision University
BA, Spanish
University of Cincinnati College of Business
MBA
Fidelity Investments June 2008 - Present
Skills
CFP®, CEP, CRPC, CFS, Series 6, 7, 9, 10, 63,...
Education
Denision University
BA, Spanish
University of Cincinnati College of Business
MBA
Billy Beach Billy Beach's Fidelity Investments Experience May 2011 - September 2014
Job Financial Representative at Fidelity
Industry Consumer Services
Experience
Fidelity Investments May 2011 - September 2014
Fidelity Investments December 2007 - April 2011
Fidelity Investments April 2007 - December 2007
Citi April 2001 - November 2006
Skills
Series 7, Series 63, Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Strategic Planning, PowerPoint, Public Speaking, Team Building, Marketing, CRM, Finance, Process Improvement, Financial Services, Investments, Financial Analysis, Coaching
Education
University of Cincinnati College of Business 1999 — 2006
Bachelor's degree, Accounting and Finance
Holmes High School 1995 — 1999
Fidelity Investments May 2011 - September 2014
Fidelity Investments December 2007 - April 2011
Fidelity Investments April 2007 - December 2007
Citi April 2001 - November 2006
Skills
Series 7, Series 63, Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Strategic Planning, PowerPoint, Public Speaking, Team Building, Marketing, CRM, Finance, Process Improvement, Financial Services, Investments, Financial Analysis, Coaching
Education
University of Cincinnati College of Business 1999 — 2006
Bachelor's degree, Accounting and Finance
Holmes High School 1995 — 1999
Chase Graham Chase Graham's Fidelity Investments Experience August 2014 - Present
Job High Net Worth Trader Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Universtiy of Colorado at Boulder August 2011 - May 2014
Leeds Design Experience July 2013 - August 2013
Service Experts Heating and Air Conditioning May 2012 - August 2012
Vector Marketing May 2011 - August 2011
Top Gun Mortgage, Inc March 2008 - August 2010
Skills
Financial Analysis, Financial Research, Financial Modeling, Financial Markets, Financial Reporting, Data Analysis, Portfolio Management, Microsoft Excel, Series 7
Education
University of Colorado at Boulder 2011 — 2014
Bachelor's, Finance (BSBA)
Fidelity Investments August 2014 - Present
Universtiy of Colorado at Boulder August 2011 - May 2014
Leeds Design Experience July 2013 - August 2013
Service Experts Heating and Air Conditioning May 2012 - August 2012
Vector Marketing May 2011 - August 2011
Top Gun Mortgage, Inc March 2008 - August 2010
Skills
Financial Analysis, Financial Research, Financial Modeling, Financial Markets, Financial Reporting, Data Analysis, Portfolio Management, Microsoft Excel, Series 7
Education
University of Colorado at Boulder 2011 — 2014
Bachelor's, Finance (BSBA)
Joy Gunza Joy Gunza's Fidelity Investments Experience 2007 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Fidelity Investments March 2005 - March 2007
Fidelity Investments September 1997 - March 2005
Futuro Group March 1995 - August 1997
SC Johnson Wax 1993 - 1995
The Drackett Company 1986 - 1993
Skills
SDLC, Business Analysis, Program Management, Process Improvement, Leadership, Management, Vendor Management, Project Management, Requirements Gathering
Education
University of Cincinnati College of Business 1987 — 1988
MBA, Information Systems
University of Virginia 1976 — 1980
B.A., Biology, Anthropology
Stone Ridge 1973 — 1976
HS Diploma
Fidelity Investments 2007 - Present
Fidelity Investments March 2005 - March 2007
Fidelity Investments September 1997 - March 2005
Futuro Group March 1995 - August 1997
SC Johnson Wax 1993 - 1995
The Drackett Company 1986 - 1993
Skills
SDLC, Business Analysis, Program Management, Process Improvement, Leadership, Management, Vendor Management, Project Management, Requirements Gathering
Education
University of Cincinnati College of Business 1987 — 1988
MBA, Information Systems
University of Virginia 1976 — 1980
B.A., Biology, Anthropology
Stone Ridge 1973 — 1976
HS Diploma
Benjamin Smyth Benjamin Smyth's Fidelity Investments Experience September 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
GE June 2011 - December 2011
GE June 2010 - December 2010
Skills
Financial Audits, Inventory Analysis, Fixed Income, Financial Markets, Personal Finance, Global Sourcing, Series 63, Series 7, Securities, Financial Services, Mutual Funds
Education
University of Cincinnati College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments September 2012 - Present
GE June 2011 - December 2011
GE June 2010 - December 2010
Skills
Financial Audits, Inventory Analysis, Fixed Income, Financial Markets, Personal Finance, Global Sourcing, Series 63, Series 7, Securities, Financial Services, Mutual Funds
Education
University of Cincinnati College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Alexander Jenkins's Fidelity Investments Experience January 2011 - August 2011
Job
Industry Internet
Experience
EverTrue November 2014 - Present
Privy August 2013 - November 2014
Spindle (acquired by Twitter) August 2011 - June 2013
Fidelity Investments January 2011 - August 2011
Microsoft FUSE Labs July 2008 - January 2011
Endeca Technologies July 2007 - July 2008
Keane January 2006 - July 2007
Digitas March 2005 - January 2006
Digitas 2002 - March 2005
Digitas 2001 - 2002
Skills
Information Architecture, Interaction Design, User Experience, Usability Testing, User-centered Design, User Experience Design, User Research, Digital Strategy, Mobile Applications, Persona, Content Strategy, Experience Design, User Interface Design, Integrated Marketing, Usability, Mobile Devices, Wireframes, Wire Framing, User Interface, Product Management
Education
University of Colorado, Boulder 1994 — 1999
BS, BA, Advertising (BS); English Literature (BA)
EverTrue November 2014 - Present
Privy August 2013 - November 2014
Spindle (acquired by Twitter) August 2011 - June 2013
Fidelity Investments January 2011 - August 2011
Microsoft FUSE Labs July 2008 - January 2011
Endeca Technologies July 2007 - July 2008
Keane January 2006 - July 2007
Digitas March 2005 - January 2006
Digitas 2002 - March 2005
Digitas 2001 - 2002
Skills
Information Architecture, Interaction Design, User Experience, Usability Testing, User-centered Design, User Experience Design, User Research, Digital Strategy, Mobile Applications, Persona, Content Strategy, Experience Design, User Interface Design, Integrated Marketing, Usability, Mobile Devices, Wireframes, Wire Framing, User Interface, Product Management
Education
University of Colorado, Boulder 1994 — 1999
BS, BA, Advertising (BS); English Literature (BA)
Paul Gottmann Paul Gottmann's Fidelity Investments Experience February 2008 - June 2011
Job Integration Consultant at Unlimited Systems
Industry Information Technology and Services
Experience
Unlimited Systems June 2015 - Present
Unlimited Systems July 2014 - June 2015
Unlimited Systems June 2013 - June 2014
QuoteGuardian LLC June 2012 - May 2013
Fidelity Investments February 2008 - June 2011
AAA Allied Group May 2003 - February 2008
Skills
ASP.NET, CSS, JavaScript, Microsoft Excel, C#, Microsoft SQL Server, HTML 5, Access, SharePoint, Photoshop, Active Directory, HTML, Project Management, Troubleshooting, ASP, Dreamweaver, Windows, Microsoft Office, OS X, Business Analysis
Education
University of Cincinnati-Raymond Walters College 2011 — 2013
Wilmington College 1999 — 2003
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Unlimited Systems June 2015 - Present
Unlimited Systems July 2014 - June 2015
Unlimited Systems June 2013 - June 2014
QuoteGuardian LLC June 2012 - May 2013
Fidelity Investments February 2008 - June 2011
AAA Allied Group May 2003 - February 2008
Skills
ASP.NET, CSS, JavaScript, Microsoft Excel, C#, Microsoft SQL Server, HTML 5, Access, SharePoint, Photoshop, Active Directory, HTML, Project Management, Troubleshooting, ASP, Dreamweaver, Windows, Microsoft Office, OS X, Business Analysis
Education
University of Cincinnati-Raymond Walters College 2011 — 2013
Wilmington College 1999 — 2003
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Adam Haligas's Fidelity Investments Experience January 2014 - March 2015
Job Real Estate Analyst at Golden Commercial Group
Industry Real Estate
Experience
Golden Commercial Group March 2014 - Present
Fidelity Investments January 2014 - March 2015
Gibbons White May 2013 - August 2013
University of Colorado at Boulder August 2009 - August 2013
Formations, LLC January 2013 - May 2013
Westwoods Golf Course May 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Real Estate, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Financial Analysis, Investments, Financial Modeling, Event Planning, Customer Service, Social Networking, Leadership, Facebook, Marketing, Critical Thinking, Social Media Marketing, Teamwork, Fundraising, Budgets
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.32
Golden Commercial Group March 2014 - Present
Fidelity Investments January 2014 - March 2015
Gibbons White May 2013 - August 2013
University of Colorado at Boulder August 2009 - August 2013
Formations, LLC January 2013 - May 2013
Westwoods Golf Course May 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Real Estate, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Financial Analysis, Investments, Financial Modeling, Event Planning, Customer Service, Social Networking, Leadership, Facebook, Marketing, Critical Thinking, Social Media Marketing, Teamwork, Fundraising, Budgets
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.32
Tom Strotman Tom Strotman's Fidelity Investments Experience January 2008 - September 2010
Job VP Risk Management at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
Fifth Third Bank May 2011 - March 2012
Fidelity Investments January 2008 - September 2010
Fidelity Investments January 2002 - January 2008
Fidelity Investments November 1997 - January 2002
Arthur Andersen LLP January 1996 - November 1997
Skills
Risk Management, Business Process Mapping, Risk and Control Self..., Program Development, Personnel Management, Financial Risk, Business Process..., Operational Risk..., Financial Services, Operational Risk, Process Improvement, Program Management, Risk Assessment, Vendor Management, Business Continuity, Enterprise Risk..., Business Analysis, Management, Finance
Education
University of Cincinnati College of Business
Accounting
JPMorgan Chase January 2013 - Present
Fifth Third Bank May 2011 - March 2012
Fidelity Investments January 2008 - September 2010
Fidelity Investments January 2002 - January 2008
Fidelity Investments November 1997 - January 2002
Arthur Andersen LLP January 1996 - November 1997
Skills
Risk Management, Business Process Mapping, Risk and Control Self..., Program Development, Personnel Management, Financial Risk, Business Process..., Operational Risk..., Financial Services, Operational Risk, Process Improvement, Program Management, Risk Assessment, Vendor Management, Business Continuity, Enterprise Risk..., Business Analysis, Management, Finance
Education
University of Cincinnati College of Business
Accounting
Rachael Erdman Rachael Erdman's Fidelity Investments Experience June 2015 - Present
Job Audit Manager at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - June 2015
Fidelity Investments October 2011 - December 2012
Rippe & Kingston November 2009 - October 2011
Skills
Accounting, Auditing, Business Analysis, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Microsoft Excel, Microsoft Office, Microsoft Word, Process Improvement
Education
University of Cincinnati College of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Cincinnati College of Business 2005 — 2009
Bachelor’s Degree, Accounting, Marketing, Minor in International Business
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - June 2015
Fidelity Investments October 2011 - December 2012
Rippe & Kingston November 2009 - October 2011
Skills
Accounting, Auditing, Business Analysis, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Microsoft Excel, Microsoft Office, Microsoft Word, Process Improvement
Education
University of Cincinnati College of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Cincinnati College of Business 2005 — 2009
Bachelor’s Degree, Accounting, Marketing, Minor in International Business
Allison Sheridan's Fidelity Investments Experience July 2010 - Present
Job Director of Trade Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments December 2007 - July 2010
Fidelity Investments July 2005 - December 2007
Brown Brothers Harriman September 1998 - July 2005
Skills
Due Diligence, Securities, Mutual Funds, Financial Services, Financial Risk, Bloomberg, Fixed Income, Investments, Asset Management, Equities, Risk Management
Education
Yale University 1996 — 1998
MA, International Affairs
University of Colorado Boulder 1991 — 1995
BA, International Relations
Fidelity Investments July 2010 - Present
Fidelity Investments December 2007 - July 2010
Fidelity Investments July 2005 - December 2007
Brown Brothers Harriman September 1998 - July 2005
Skills
Due Diligence, Securities, Mutual Funds, Financial Services, Financial Risk, Bloomberg, Fixed Income, Investments, Asset Management, Equities, Risk Management
Education
Yale University 1996 — 1998
MA, International Affairs
University of Colorado Boulder 1991 — 1995
BA, International Relations
Audra Rogers's Fidelity Investments Experience March 2005 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2005 - Present
Education
University of Colorado Boulder 1988 — 1992
Fidelity Investments March 2005 - Present
Education
University of Colorado Boulder 1988 — 1992
LaDon Aridge's Fidelity Investments Experience July 2006 - July 2008
Job Senior Financial Reporting Consultant at Ohio National Financial Services
Industry Accounting
Experience
Ohio National Financial Services August 2013 - Present
Construction Software Technologies February 2010 - August 2013
Multi-Color Corporation May 2008 - March 2009
Fidelity Investments July 2006 - July 2008
Clopay Building Products 2004 - 2005
Harris Corporation 2001 - 2004
Skills
Microsoft Excel, Essbase, Financial Analysis, Financial Reporting, Accounting, Forecasting, Talent Acquisition, General Ledger, Hyperion Enterprise, Process Improvement, Sarbanes-Oxley Act, Auditing, Strategic Planning, PeopleSoft, Accruals, Finance, Variance Analysis, Management, Consolidation
Education
University of Cincinnati College of Business 1995 — 2000
Bachelor's degree, Accounting
Ohio National Financial Services August 2013 - Present
Construction Software Technologies February 2010 - August 2013
Multi-Color Corporation May 2008 - March 2009
Fidelity Investments July 2006 - July 2008
Clopay Building Products 2004 - 2005
Harris Corporation 2001 - 2004
Skills
Microsoft Excel, Essbase, Financial Analysis, Financial Reporting, Accounting, Forecasting, Talent Acquisition, General Ledger, Hyperion Enterprise, Process Improvement, Sarbanes-Oxley Act, Auditing, Strategic Planning, PeopleSoft, Accruals, Finance, Variance Analysis, Management, Consolidation
Education
University of Cincinnati College of Business 1995 — 2000
Bachelor's degree, Accounting
Nekeia Castillo's Fidelity Investments Experience April 2007 - Present
Job Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments December 2000 - April 2007
Skills
401k, Relationship Management, Investments, Employee Benefits, Mutual Funds, Building Relationships, Series 63, Financial Services, Securities, Business Analysis, Call Center, Retirement, Strategic Planning, Leadership, Retirement Planning, Customer Service, Project Management
Education
University of Cincinnati College of Business 1994 — 1999
Fidelity Investments April 2007 - Present
Fidelity Investments December 2000 - April 2007
Skills
401k, Relationship Management, Investments, Employee Benefits, Mutual Funds, Building Relationships, Series 63, Financial Services, Securities, Business Analysis, Call Center, Retirement, Strategic Planning, Leadership, Retirement Planning, Customer Service, Project Management
Education
University of Cincinnati College of Business 1994 — 1999
Dana Keeler, CMP's Fidelity Investments Experience April 2006 - November 2008
Job Senior Meeting Planner at Liberty Mutual
Industry Events Services
Experience
Liberty Mutual November 2008 - Present
Fidelity Investments April 2006 - November 2008
The Gillette Company August 2005 - April 2006
The Gillette Company March 2002 - July 2005
The Gillette Company November 1999 - March 2002
Skills
Corporate Events, Trade Shows, Event Management, Event Planning, Meeting Planning
Education
University of Colorado Boulder 1992 — 1996
Bachelor of Arts, Psychology
Liberty Mutual November 2008 - Present
Fidelity Investments April 2006 - November 2008
The Gillette Company August 2005 - April 2006
The Gillette Company March 2002 - July 2005
The Gillette Company November 1999 - March 2002
Skills
Corporate Events, Trade Shows, Event Management, Event Planning, Meeting Planning
Education
University of Colorado Boulder 1992 — 1996
Bachelor of Arts, Psychology
Kevin Kuhnell's Fidelity Investments Experience June 2000 - August 2001
Job Royalties Operations Analyst at Cengage Learning
Industry Publishing
Experience
Cengage Learning November 2014 - Present
Cengage Learning December 2008 - October 2014
Cengage Learning September 2005 - December 2008
Procter & Gamble November 2002 - March 2005
Fidelity Investments June 2000 - August 2001
Skills
Financial Analysis, Finance, Financial Modeling, Pricing, Project Management, Portfolio Management, Strategic Financial..., Investments, Market Research, Market Analysis, Risk Management, Strategy, Strategic Planning, Business Analysis, Sales, Analysis, Trading, Quantitative Analytics, Asset Managment
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Marketing/Finance
University of Cincinnati College of Business 1996 — 2000
BBA, Marketing/Management
Cengage Learning November 2014 - Present
Cengage Learning December 2008 - October 2014
Cengage Learning September 2005 - December 2008
Procter & Gamble November 2002 - March 2005
Fidelity Investments June 2000 - August 2001
Skills
Financial Analysis, Finance, Financial Modeling, Pricing, Project Management, Portfolio Management, Strategic Financial..., Investments, Market Research, Market Analysis, Risk Management, Strategy, Strategic Planning, Business Analysis, Sales, Analysis, Trading, Quantitative Analytics, Asset Managment
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Marketing/Finance
University of Cincinnati College of Business 1996 — 2000
BBA, Marketing/Management
Cecilia Hong's Fidelity Investments Experience February 2004 - Present
Job Wire Risk Specialist, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2004 - Present
Education
University of Colorado Boulder 1994 — 1998
Fidelity Investments February 2004 - Present
Education
University of Colorado Boulder 1994 — 1998
Jackie Ferguson's Fidelity Investments Experience April 2013 - August 2014
Job Business Analyst at Great American Insurance
Industry Information Technology and Services
Experience
Great American Insurance December 2014 - Present
Illumination Works September 2014 - December 2014
Fidelity Investments April 2013 - August 2014
Fidelity Investments February 2012 - April 2013
Sukyo Corp July 2004 - August 2012
Hewlet Packard January 2008 - February 2012
Univeristy of Cincinnati: UCit/IRC - Labs January 2003 - January 2008
Media Play Western Hills November 2000 - August 2004
St.Teresa of Avila March 2003 - June 2004
Skills
Database Administration, Oracle, Unix, SQL, PL/SQL, Visio, Shell Scripting, Systems Analysis, MySQL, Data Migration, Perl, Toad, Microsoft Office, SAP, Web Site Production, Data Integration, Information Systems, Specifications
Education
University of Cincinnati College of Business 2011 — 2014
MSIS, Information Systems, 3.5
University of Cincinnati College of Business 2011 — 2014
Graduate Certificate - Data Analytics
Oracle University 2008 — 2009
University of Cincinnati College of Business 2002 — 2007
BBA, Information Systems
Great American Insurance December 2014 - Present
Illumination Works September 2014 - December 2014
Fidelity Investments April 2013 - August 2014
Fidelity Investments February 2012 - April 2013
Sukyo Corp July 2004 - August 2012
Hewlet Packard January 2008 - February 2012
Univeristy of Cincinnati: UCit/IRC - Labs January 2003 - January 2008
Media Play Western Hills November 2000 - August 2004
St.Teresa of Avila March 2003 - June 2004
Skills
Database Administration, Oracle, Unix, SQL, PL/SQL, Visio, Shell Scripting, Systems Analysis, MySQL, Data Migration, Perl, Toad, Microsoft Office, SAP, Web Site Production, Data Integration, Information Systems, Specifications
Education
University of Cincinnati College of Business 2011 — 2014
MSIS, Information Systems, 3.5
University of Cincinnati College of Business 2011 — 2014
Graduate Certificate - Data Analytics
Oracle University 2008 — 2009
University of Cincinnati College of Business 2002 — 2007
BBA, Information Systems
Monica Pietrowski's Fidelity Investments Experience December 2010 - Present
Job Compliance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Fidelity Investments 2007 - December 2010
Fidelity Investments 2005 - 2007
Fidelity Investments October 1999 - 2005
Skills
Securities, Risk Management, Trading, Risk Assessment, Series 7, Commodity, Series 63, Project Management, Series 9 / 10, Securities Regulation, Operational Risk, Compliance, Series 4
Education
University of Cincinnati College of Business
Fidelity Investments December 2010 - Present
Fidelity Investments 2007 - December 2010
Fidelity Investments 2005 - 2007
Fidelity Investments October 1999 - 2005
Skills
Securities, Risk Management, Trading, Risk Assessment, Series 7, Commodity, Series 63, Project Management, Series 9 / 10, Securities Regulation, Operational Risk, Compliance, Series 4
Education
University of Cincinnati College of Business
David Durkin's Fidelity Investments Experience January 2004 - February 2005
Job Financial Analyst II at Federal Home Loan Bank of Cincinnati
Industry Banking
Experience
Federal Home Loan Bank of Cincinnati December 2008 - Present
Fifth Third Securities September 2006 - December 2008
Fifth Third Securities February 2004 - September 2006
Fidelity Investments January 2004 - February 2005
Education
University of Cincinnati College of Business 2006 — 2008
MS, Finance
University of Cincinnati College of Business 1999 — 2003
BBA, Finance, International Business
Colerain High School
Federal Home Loan Bank of Cincinnati December 2008 - Present
Fifth Third Securities September 2006 - December 2008
Fifth Third Securities February 2004 - September 2006
Fidelity Investments January 2004 - February 2005
Education
University of Cincinnati College of Business 2006 — 2008
MS, Finance
University of Cincinnati College of Business 1999 — 2003
BBA, Finance, International Business
Colerain High School
Gerry Kramer's Fidelity Investments Experience May 2008 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2008 - Present
Fidelity Investments August 2007 - April 2008
Skills
Financial Services, 401k, Employee Benefits, Management
Education
University of Cincinnati College of Business 1986 — 1991
Fidelity Investments May 2008 - Present
Fidelity Investments August 2007 - April 2008
Skills
Financial Services, 401k, Employee Benefits, Management
Education
University of Cincinnati College of Business 1986 — 1991
Duane Perrin's Fidelity Investments Experience November 2008 - Present
Job Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2008 - Present
Education
University of Cincinnati College of Business 2003 — 2005
Masters, Finance
University of Cincinnati College of Business 1989 — 1993
Fidelity Investments November 2008 - Present
Education
University of Cincinnati College of Business 2003 — 2005
Masters, Finance
University of Cincinnati College of Business 1989 — 1993
Nguyet Ly's Fidelity Investments Experience 1996 - Present
Job 401k Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1996 - Present
Education
University of Cincinnati College of Business
Bachelors of Business Administration, Finance, Marketing, Management
Fidelity Investments 1996 - Present
Education
University of Cincinnati College of Business
Bachelors of Business Administration, Finance, Marketing, Management
Anne Gallucci's Fidelity Investments Experience June 2000 - August 2008
Job Senior Director Advertising & Brand at Microsoft
Industry Computer Software
Experience
Microsoft February 2011 - Present
Stonehill College August 2009 - January 2011
Fidelity Investments June 2000 - August 2008
Lotus Development June 1996 - June 2000
Strider Rite Corporation April 1993 - June 1996
Education
University of Colorado at Boulder
Microsoft February 2011 - Present
Stonehill College August 2009 - January 2011
Fidelity Investments June 2000 - August 2008
Lotus Development June 1996 - June 2000
Strider Rite Corporation April 1993 - June 1996
Education
University of Colorado at Boulder
Carmen Arszman, CEP's Fidelity Investments Experience July 2008 - February 2009
Job Executive Compensation Consultant at Fifth Third Bank
Industry Human Resources
Experience
Fifth Third Bank August 2013 - Present
Domino's April 2012 - August 2013
Domino's May 2010 - April 2012
Western & Southern Financial Group May 2009 - May 2010
Fidelity Investments July 2008 - February 2009
E*TRADE Financial October 2006 - July 2008
Fidelity Investments July 2002 - October 2006
Fidelity Investments August 2000 - July 2002
Skills
Restricted Stock, CEP, Equities, Stocks, Auditing, Accounting, Program Management, Series 7, PeopleSoft, Performance Management, Securities, Mutual Funds, Executive Pay, Vendor Management, Deferred Compensation, Incentive Programs, Financial Services, Relationship Management, Options, Financial Analysis, Human Resources, Onboarding, Series 63, FMLA, Business Relationship..., Salary, Consulting, HR Policies
Education
Santa Clara University - Executive Development Center 2007 — 2008
Certified Equity Professional
University of Cincinnati College of Business 2004 — 2006
MBA, International Business
University of Cincinnati College of Business 1995 — 2000
BBA, Finance
Fifth Third Bank August 2013 - Present
Domino's April 2012 - August 2013
Domino's May 2010 - April 2012
Western & Southern Financial Group May 2009 - May 2010
Fidelity Investments July 2008 - February 2009
E*TRADE Financial October 2006 - July 2008
Fidelity Investments July 2002 - October 2006
Fidelity Investments August 2000 - July 2002
Skills
Restricted Stock, CEP, Equities, Stocks, Auditing, Accounting, Program Management, Series 7, PeopleSoft, Performance Management, Securities, Mutual Funds, Executive Pay, Vendor Management, Deferred Compensation, Incentive Programs, Financial Services, Relationship Management, Options, Financial Analysis, Human Resources, Onboarding, Series 63, FMLA, Business Relationship..., Salary, Consulting, HR Policies
Education
Santa Clara University - Executive Development Center 2007 — 2008
Certified Equity Professional
University of Cincinnati College of Business 2004 — 2006
MBA, International Business
University of Cincinnati College of Business 1995 — 2000
BBA, Finance
Patrick Vaughan's Fidelity Investments Experience July 2010 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments May 2009 - July 2010
Fidelity Investments February 2007 - February 2009
Fidelity Investments February 2004 - February 2007
Fidelity Investments April 2003 - January 2004
Fidelity Investments April 2003 - January 2004
Fidelity Investments May 2001 - April 2003
Fidelity Investments May 2000 - May 2001
Worthington Industries September 1999 - March 2000
Education
University of Cincinnati College of Business 1994 — 1999
Bachlors, Operations Management
Fidelity Investments July 2010 - Present
Fidelity Investments May 2009 - July 2010
Fidelity Investments February 2007 - February 2009
Fidelity Investments February 2004 - February 2007
Fidelity Investments April 2003 - January 2004
Fidelity Investments April 2003 - January 2004
Fidelity Investments May 2001 - April 2003
Fidelity Investments May 2000 - May 2001
Worthington Industries September 1999 - March 2000
Education
University of Cincinnati College of Business 1994 — 1999
Bachlors, Operations Management
Thomas Brannen's Fidelity Investments Experience January 2001 - January 2003
Job AVP, Project Management at BofI Federal Bank
Industry Information Technology and Services
Experience
BofI Federal Bank October 2011 - Present
Gensuite LLC May 2010 - September 2011
Peace Corps August 2007 - August 2009
Tamarack Distributors Inc January 2004 - May 2007
Fidelity Investments January 2001 - January 2003
Skills
Proposal Writing, SQL, BPMN, MS Project, Project Management, Process Improvement, Project Planning, Microsoft Office, XML, Strategic Planning, Microsoft SQL Server, Visio, Data Analysis, Access, Management, Training, Microsoft Project, Banking, Analysis, Business Analysis, Program Management, Team Leadership, Risk Management, Sales, Leadership, Vendor Management, Research
Education
University of Cincinnati College of Business 2010 — 2011
Masters, Information Systems
University of Dayton 1997 — 2001
B.S., Finance
BofI Federal Bank October 2011 - Present
Gensuite LLC May 2010 - September 2011
Peace Corps August 2007 - August 2009
Tamarack Distributors Inc January 2004 - May 2007
Fidelity Investments January 2001 - January 2003
Skills
Proposal Writing, SQL, BPMN, MS Project, Project Management, Process Improvement, Project Planning, Microsoft Office, XML, Strategic Planning, Microsoft SQL Server, Visio, Data Analysis, Access, Management, Training, Microsoft Project, Banking, Analysis, Business Analysis, Program Management, Team Leadership, Risk Management, Sales, Leadership, Vendor Management, Research
Education
University of Cincinnati College of Business 2010 — 2011
Masters, Information Systems
University of Dayton 1997 — 2001
B.S., Finance
Jonathan Hoelscher's Fidelity Investments Experience June 2010 - Present
Job Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments February 2005 - May 2010
Western & Southern Financial Group July 2002 - February 2005
Education
University of Cincinnati College of Business 1998 — 2002
Bachelors of Business Administration, Finance
Northmont High School
Fidelity Investments June 2010 - Present
Fidelity Investments February 2005 - May 2010
Western & Southern Financial Group July 2002 - February 2005
Education
University of Cincinnati College of Business 1998 — 2002
Bachelors of Business Administration, Finance
Northmont High School
Afsoon Kelly's Fidelity Investments Experience 2005 - September 2009
Job Director of Operations at Anschutz Investment Company
Industry Investment Management
Experience
Anschutz Investment Company September 2009 - Present
Fidelity Investments 2005 - September 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2002 - 2005
Skills
Trading, Electronic Trading, Equities, Asset Management, Hedge Funds, Fixed Income, Securities, Bloomberg, Portfolio Management, Project Management
Education
University of Colorado Boulder 1993 — 1998
BA, Economics and International Relations
University of Colorado Boulder 1993 — 1998
BA, Economics & International Affairs
Anschutz Investment Company September 2009 - Present
Fidelity Investments 2005 - September 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2002 - 2005
Skills
Trading, Electronic Trading, Equities, Asset Management, Hedge Funds, Fixed Income, Securities, Bloomberg, Portfolio Management, Project Management
Education
University of Colorado Boulder 1993 — 1998
BA, Economics and International Relations
University of Colorado Boulder 1993 — 1998
BA, Economics & International Affairs
Howard Weinberg's Fidelity Investments Experience September 2011 - Present
Job Sr. Software Engineer and Developer at Fidelity Investments
Industry Financial Services
Ben Frade's Fidelity Investments Experience March 2006 - October 2006
Job HRIS Analyst at Vantiv
Industry Financial Services
Experience
Vantiv December 2014 - Present
Intelligrated January 2014 - December 2014
TriHealth August 2012 - December 2013
TriHealth April 2011 - August 2012
TriHealth September 2007 - April 2011
OfficeTeam October 2006 - September 2007
Fidelity Investments March 2006 - October 2006
Franklin Savings March 2005 - March 2006
Blockbuster October 2004 - March 2005
Domino's Pizza May 2002 - October 2004
Skills
HRIS, Customer Service, SuccessFactors, Enwisen, Meditech, Microsoft Office, Database Administration, Database Design, Human Resources, Process Improvement, Access
Education
University of Cincinnati-Raymond Walters College 2009 — 2014
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Vantiv December 2014 - Present
Intelligrated January 2014 - December 2014
TriHealth August 2012 - December 2013
TriHealth April 2011 - August 2012
TriHealth September 2007 - April 2011
OfficeTeam October 2006 - September 2007
Fidelity Investments March 2006 - October 2006
Franklin Savings March 2005 - March 2006
Blockbuster October 2004 - March 2005
Domino's Pizza May 2002 - October 2004
Skills
HRIS, Customer Service, SuccessFactors, Enwisen, Meditech, Microsoft Office, Database Administration, Database Design, Human Resources, Process Improvement, Access
Education
University of Cincinnati-Raymond Walters College 2009 — 2014
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Jeff Gerth's Fidelity Investments Experience January 2007 - Present
Job
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments April 2000 - December 2006
Ernst & Young September 1989 - March 2000
Education
University of Cincinnati College of Business 1985 — 1989
BBA
Fidelity Investments January 2007 - Present
Fidelity Investments April 2000 - December 2006
Ernst & Young September 1989 - March 2000
Education
University of Cincinnati College of Business 1985 — 1989
BBA
Jeffrey Riesenberger's Fidelity Investments Experience 2007 - 2008
Job Business Leader, Payment Network Finance & Compliance Management
Industry Financial Services
Experience
Vantiv 2011 - Present
Western & Southern Financial Group 2008 - 2011
Fidelity Investments 2007 - 2008
Fidelity Investments 2003 - 2007
Fidelity Investments 1998 - 2003
Skills
Finance, Process Improvement, Leadership, Strategic Planning, Management, Financial Services, Financial Analysis, Risk Management, Strategy, Financial Planning
Education
University of Cincinnati College of Business
MBA
University of Cincinnati
BA
Vantiv 2011 - Present
Western & Southern Financial Group 2008 - 2011
Fidelity Investments 2007 - 2008
Fidelity Investments 2003 - 2007
Fidelity Investments 1998 - 2003
Skills
Finance, Process Improvement, Leadership, Strategic Planning, Management, Financial Services, Financial Analysis, Risk Management, Strategy, Financial Planning
Education
University of Cincinnati College of Business
MBA
University of Cincinnati
BA
Albert Holden's Fidelity Investments Experience April 1984 - January 1995
Job Teacher ESL at Fort Bend Independent School District
Industry Education Management
Experience
Fort Bend Independent School District October 2003 - Present
Worldcom MCI April 1995 - March 2002
Fidelity Investments April 1984 - January 1995
Skills
Educational Leadership, Teaching, Elementary Education, Literacy, Tutoring, ESL, Classroom Management, Classroom
Education
University of Colorado Boulder 1957 — 1961
Bachelor of Arts (BA), History
Fort Bend Independent School District October 2003 - Present
Worldcom MCI April 1995 - March 2002
Fidelity Investments April 1984 - January 1995
Skills
Educational Leadership, Teaching, Elementary Education, Literacy, Tutoring, ESL, Classroom Management, Classroom
Education
University of Colorado Boulder 1957 — 1961
Bachelor of Arts (BA), History
Monica Dwyer, CFP (R)'s Fidelity Investments Experience July 2013 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments November 2004 - June 2015
Convergys July 1988 - February 1998
Skills
Microsoft Office, Word, Excel', PowerPoint, Access
Education
University of Cincinnati College of Business
Marketing and Management, Certificates in Spanish and International Business
Fidelity Investments July 2013 - Present
Fidelity Investments November 2004 - June 2015
Convergys July 1988 - February 1998
Skills
Microsoft Office, Word, Excel', PowerPoint, Access
Education
University of Cincinnati College of Business
Marketing and Management, Certificates in Spanish and International Business
Tracy Cann's Fidelity Investments Experience September 2000 - December 2002
Job Real Estate Professional
Industry Real Estate
Experience
THE FISCHER GROUP August 2006 - April 2009
Quinn Electric August 2004 - August 2006
KEP Electric June 2003 - July 2004
Fidelity Investments September 2000 - December 2002
Fidelity Investments March 1998 - September 2000
Fidelity Investments October 1995 - September 2000
Fidelity Investments February 1995 - October 1995
Fidelity Investments September 1993 - February 1995
Education
University of Cincinnati College of Business 1983 — 1986
B.B.A., Finance, Real Estate and Economics
THE FISCHER GROUP August 2006 - April 2009
Quinn Electric August 2004 - August 2006
KEP Electric June 2003 - July 2004
Fidelity Investments September 2000 - December 2002
Fidelity Investments March 1998 - September 2000
Fidelity Investments October 1995 - September 2000
Fidelity Investments February 1995 - October 1995
Fidelity Investments September 1993 - February 1995
Education
University of Cincinnati College of Business 1983 — 1986
B.B.A., Finance, Real Estate and Economics
Joseph Tunney's Fidelity Investments Experience August 2007 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Fidelity Investments July 2006 - August 2007
Fidelity Investments September 1999 - July 2006
Fidelity Investments March 1997 - September 1999
Fifth Third Bank July 1995 - March 1997
Skills
Series 7, Series 63
Education
University of Cincinnati College of Business 1991 — 1995
Finance / International Business
Fidelity Investments August 2007 - Present
Fidelity Investments July 2006 - August 2007
Fidelity Investments September 1999 - July 2006
Fidelity Investments March 1997 - September 1999
Fifth Third Bank July 1995 - March 1997
Skills
Series 7, Series 63
Education
University of Cincinnati College of Business 1991 — 1995
Finance / International Business
Pete hawwash's Fidelity Investments Experience February 1997 - August 2006
Job Quality Auditor Analyst at Humana Insurance
Industry Health, Wellness and Fitness
Experience
Humana Insurance February 2005 - Present
Fidelity Investments February 1997 - August 2006
Fidelity Investments November 1997 - August 2005
Skills
Arabic, Product Management, Restaurants, Process Improvement, Team Leadership, Budgets
Education
University of Cincinnati College of Business 1991 — 1996
Bacholar, Business Managemnet and Admin
University of Cincinnati College of Business 1991 — 1996
bacholar, business administration
Humana Insurance February 2005 - Present
Fidelity Investments February 1997 - August 2006
Fidelity Investments November 1997 - August 2005
Skills
Arabic, Product Management, Restaurants, Process Improvement, Team Leadership, Budgets
Education
University of Cincinnati College of Business 1991 — 1996
Bacholar, Business Managemnet and Admin
University of Cincinnati College of Business 1991 — 1996
bacholar, business administration
Riley Marn's Fidelity Investments Experience January 2011 - January 2012
Job Purchasing
Industry Automotive
Experience
TS Tech North America January 2012 - Present
Fidelity Investments January 2011 - January 2012
Toyota Engineering and Manufacturing of North America June 2009 - December 2009
Toyota Engineering and Manufacturing of North America September 2008 - March 2009
Toyota Engineering and Manufacturing of North America March 2007 - December 2008
Skills
Process Improvement, Logistics, Lean Manufacturing, Sales, Purchasing, Operations Management, Continuous Improvement, Inventory Management, Leadership, Supply Chain Management, Manufacturing, Automotive, Microsoft Excel, Customer Service
Education
University of Cincinnati College of Business 2005 — 2010
Bachelor's Degree, Operations Management
Audencia School of Management
Study Abroad Program
TS Tech North America January 2012 - Present
Fidelity Investments January 2011 - January 2012
Toyota Engineering and Manufacturing of North America June 2009 - December 2009
Toyota Engineering and Manufacturing of North America September 2008 - March 2009
Toyota Engineering and Manufacturing of North America March 2007 - December 2008
Skills
Process Improvement, Logistics, Lean Manufacturing, Sales, Purchasing, Operations Management, Continuous Improvement, Inventory Management, Leadership, Supply Chain Management, Manufacturing, Automotive, Microsoft Excel, Customer Service
Education
University of Cincinnati College of Business 2005 — 2010
Bachelor's Degree, Operations Management
Audencia School of Management
Study Abroad Program
Harry Lydon's Fidelity Investments Experience June 2001 - June 2003
Job Employment Law and Compliance Professional
Industry Legal Services
Experience
University of Cincinnati January 2015 - Present
Pebble Creek of Mason Condominium Association September 2014 - Present
SheakleyHR Solutions July 2012 - Present
Warren County Abuse and Rape Crisis Shelter February 2011 - March 2013
Warren County Common Pleas Court May 2011 - August 2011
Warren County Prosecutor's Office January 2011 - April 2011
Warren County Common Pleas Court 2010 - 2010
AlliedBarton Security Services August 2006 - August 2009
University of North Carolina Student Stores May 2004 - May 2006
Fidelity Investments June 2001 - June 2003
Skills
Payroll, Recruiting, Legal Research, Employee Relations, Legal Writing, Workers Compensation, Customer Service, Microsoft Office, Employment Law, Employee Benefits, Public Speaking, Policy, Criminal Law, Microsoft Excel, Non-profits, Coaching, Investigation, Team Building, Westlaw, PowerPoint, Legal Assistance, Corporate Governance, Research, Strategic Planning, Microsoft Word, Physical Security, Emergency Management, Community Outreach, Criminal Justice, Security, Team Leadership, Editing, Human Resources, Mediation
Education
University of Cincinnati College of Law 2009 — 2012
Juris Doctorate, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2006
B.S., Business Administration
Mason
University of Cincinnati January 2015 - Present
Pebble Creek of Mason Condominium Association September 2014 - Present
SheakleyHR Solutions July 2012 - Present
Warren County Abuse and Rape Crisis Shelter February 2011 - March 2013
Warren County Common Pleas Court May 2011 - August 2011
Warren County Prosecutor's Office January 2011 - April 2011
Warren County Common Pleas Court 2010 - 2010
AlliedBarton Security Services August 2006 - August 2009
University of North Carolina Student Stores May 2004 - May 2006
Fidelity Investments June 2001 - June 2003
Skills
Payroll, Recruiting, Legal Research, Employee Relations, Legal Writing, Workers Compensation, Customer Service, Microsoft Office, Employment Law, Employee Benefits, Public Speaking, Policy, Criminal Law, Microsoft Excel, Non-profits, Coaching, Investigation, Team Building, Westlaw, PowerPoint, Legal Assistance, Corporate Governance, Research, Strategic Planning, Microsoft Word, Physical Security, Emergency Management, Community Outreach, Criminal Justice, Security, Team Leadership, Editing, Human Resources, Mediation
Education
University of Cincinnati College of Law 2009 — 2012
Juris Doctorate, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2006
B.S., Business Administration
Mason
Casey Yuskewich's Fidelity Investments Experience July 2011 - Present
Job Director Problem Resolution at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments June 2007 - June 2011
Fidelity Investments May 2006 - June 2007
Fidelity Investments April 2005 - May 2006
Fidelity Investments March 2004 - April 2005
Skills
Process Improvement, Risk Management, Business Analysis, Financial Services, Leadership, Mutual Funds
Education
University of Cincinnati College of Business
BS, Accounting
Fidelity Investments July 2011 - Present
Fidelity Investments June 2007 - June 2011
Fidelity Investments May 2006 - June 2007
Fidelity Investments April 2005 - May 2006
Fidelity Investments March 2004 - April 2005
Skills
Process Improvement, Risk Management, Business Analysis, Financial Services, Leadership, Mutual Funds
Education
University of Cincinnati College of Business
BS, Accounting
Devin Nagar's Fidelity Investments Experience November 2013 - February 2015
Job Director of Revenue Management at Maani Management Group
Industry Financial Services
Experience
Maani Management Group February 2015 - Present
Fidelity Investments November 2013 - February 2015
Fidelity Investments September 2012 - November 2013
Midwest Lodging October 2008 - May 2012
Skills
Financial Analysis, Financial Reporting, Accounts Payable, Invoicing, Accounting, Finance, Budgets, Process Scheduler, Payments, Microsoft Excel, Accounts Receivable, Customer Service, Microsoft Office, Microsoft Word, Payroll, Outlook, Account Reconciliation, PowerPoint, QuickBooks, General Ledger
Education
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, International Business
University of Toulouse
Maani Management Group February 2015 - Present
Fidelity Investments November 2013 - February 2015
Fidelity Investments September 2012 - November 2013
Midwest Lodging October 2008 - May 2012
Skills
Financial Analysis, Financial Reporting, Accounts Payable, Invoicing, Accounting, Finance, Budgets, Process Scheduler, Payments, Microsoft Excel, Accounts Receivable, Customer Service, Microsoft Office, Microsoft Word, Payroll, Outlook, Account Reconciliation, PowerPoint, QuickBooks, General Ledger
Education
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, International Business
University of Toulouse
Charlotte Dagg's Fidelity Investments Experience April 2008 - October 2012
Job Entrepreneur
Industry Consumer Services
Experience
About An Idea - Your Small Business Ally May 2014 - Present
Mommy Moosli September 2013 - February 2015
Fidelity Investments April 2008 - October 2012
Bliss Confections June 2005 - October 2007
Skills
Mutual Funds, Retirement, Retirement Savings, Financial Analysis, Strategic Financial..., Series 7, Series 63, Retirement Planning, Investments, Investment Strategies, Asset Allocation, 401k, Portfolio Management, Leadership, Finance, CRM, Financial Planning, Customer Service
Education
University of Colorado Boulder 2002 — 2007
Bachelor of Environmental Design, Design
University of Colorado Boulder 2002 — 2007
Bachelor of Science, Psychology
About An Idea - Your Small Business Ally May 2014 - Present
Mommy Moosli September 2013 - February 2015
Fidelity Investments April 2008 - October 2012
Bliss Confections June 2005 - October 2007
Skills
Mutual Funds, Retirement, Retirement Savings, Financial Analysis, Strategic Financial..., Series 7, Series 63, Retirement Planning, Investments, Investment Strategies, Asset Allocation, 401k, Portfolio Management, Leadership, Finance, CRM, Financial Planning, Customer Service
Education
University of Colorado Boulder 2002 — 2007
Bachelor of Environmental Design, Design
University of Colorado Boulder 2002 — 2007
Bachelor of Science, Psychology
Timberley Shaffer's Fidelity Investments Experience October 2011 - Present
Job Defined Benefits Representative II at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments October 2011 - Present
Victoria's Secret July 2010 - October 2011
Education
University of Cincinnati College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments October 2011 - Present
Victoria's Secret July 2010 - October 2011
Education
University of Cincinnati College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Andrew Greenlee's Fidelity Investments Experience December 1995 - August 2004
Job Client Services
Industry Financial Services
Experience
Colerain Township Fire & EMS February 2009 - Present
Mutual Fund Industry August 2004 - Present
Fidelity Investments December 1995 - August 2004
Essex Brokerage 1994 - 1995
Skills
Client Services, Customer Service, Firefighting, Firefighters, EMS, Emergency Medicine, Emergency Services, Emergency Medical, Firefighter I & II, Structural Firefighting, First Responder, Public Safety, Rescue, First Aid, Fire Safety, BLS, EMS Education, Cpr Certified, Life Safety, Ambulance, AED, Emergency Vehicle..., Vehicle Extrication, Investigation, Emergency Management, Incident Command, NIMS, Disaster Response, Fire Management, Fire Protection, Fire Service, Fire Suppression Systems, Fire Investigation, Fire Inspections, Technical Rescue, Confined Space Rescue, Preparedness, Trench Rescue, Urban Search & Rescue, Swift Water Rescue, Hazardous Materials, Hazmat Operations, Homeland Security, CBRN, Weapons of Mass..., NREMT, Pre-Hospital Care, Police
Education
University of Cincinnati College of Business 1985 — 1990
BBA, Finance
Colerain High School 1983 — 1985
Colerain Township Fire & EMS February 2009 - Present
Mutual Fund Industry August 2004 - Present
Fidelity Investments December 1995 - August 2004
Essex Brokerage 1994 - 1995
Skills
Client Services, Customer Service, Firefighting, Firefighters, EMS, Emergency Medicine, Emergency Services, Emergency Medical, Firefighter I & II, Structural Firefighting, First Responder, Public Safety, Rescue, First Aid, Fire Safety, BLS, EMS Education, Cpr Certified, Life Safety, Ambulance, AED, Emergency Vehicle..., Vehicle Extrication, Investigation, Emergency Management, Incident Command, NIMS, Disaster Response, Fire Management, Fire Protection, Fire Service, Fire Suppression Systems, Fire Investigation, Fire Inspections, Technical Rescue, Confined Space Rescue, Preparedness, Trench Rescue, Urban Search & Rescue, Swift Water Rescue, Hazardous Materials, Hazmat Operations, Homeland Security, CBRN, Weapons of Mass..., NREMT, Pre-Hospital Care, Police
Education
University of Cincinnati College of Business 1985 — 1990
BBA, Finance
Colerain High School 1983 — 1985
Brian Nienaber's Fidelity Investments Experience August 1996 - Present
Job Director Conversion Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1996 - Present
Skills
Series 7, Series 63, Mutual Funds, Equities, Securities, Investments, Fixed Income, Financial Services, Series 6, Retirement
Education
University of Cincinnati College of Business 1990 — 1994
Fidelity Investments August 1996 - Present
Skills
Series 7, Series 63, Mutual Funds, Equities, Securities, Investments, Fixed Income, Financial Services, Series 6, Retirement
Education
University of Cincinnati College of Business 1990 — 1994
J. Andrew Heyob's Fidelity Investments Experience May 2015 - Present
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
J. Alexander's Restaurant January 2010 - July 2014
OSI Inc September 2008 - August 2010
Skills
Leadership, Sales, Hospitality, Customer Satisfaction, Customer Service, Restaurants, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Hospitality Management, Hospitality Industry, Marketing, Social Media, Financial Analysis, Team Building, Public Speaking, Outlook, Inventory Management, Insurance, Food, Finance, Investments, Strategic Planning, Time Management, Marketing Strategy, Financial Planning, Retirement Planning
Education
University of Cincinnati College of Business
Bachelor of Business Administration, Finance
University of Kentucky
Fidelity Investments May 2015 - Present
J. Alexander's Restaurant January 2010 - July 2014
OSI Inc September 2008 - August 2010
Skills
Leadership, Sales, Hospitality, Customer Satisfaction, Customer Service, Restaurants, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Hospitality Management, Hospitality Industry, Marketing, Social Media, Financial Analysis, Team Building, Public Speaking, Outlook, Inventory Management, Insurance, Food, Finance, Investments, Strategic Planning, Time Management, Marketing Strategy, Financial Planning, Retirement Planning
Education
University of Cincinnati College of Business
Bachelor of Business Administration, Finance
University of Kentucky
Curt Carnahan's Fidelity Investments Experience November 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Transportation/Trucking/Railroad
Experience
Fidelity Investments November 2014 - Present
OppenheimerFunds September 2014 - November 2014
XPO Logistics, Inc. July 2013 - February 2014
Enterprise Rent-A-Car September 2012 - July 2013
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (BS), Psychology
Fidelity Investments November 2014 - Present
OppenheimerFunds September 2014 - November 2014
XPO Logistics, Inc. July 2013 - February 2014
Enterprise Rent-A-Car September 2012 - July 2013
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (BS), Psychology
Gina Steele's Fidelity Investments Experience 1995 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
Fidelity Investments 1995 - 2011
Education
University of Cincinnati College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Fidelity Investments 1995 - Present
Fidelity Investments 1995 - 2011
Education
University of Cincinnati College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank