Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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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
Kate Moran Kate Moran's Fidelity Investments Experience 2007 - 2009
Job Marketing Strategy | Business Development | Relationship Management
Industry Financial Services
Experience
Staples, Inc. March 2015 - August 2015
Fidelity Charitable 2009 - 2014
Fidelity Investments 2007 - 2009
Fidelity Charitable 2005 - 2007
TJX 2003 - 2005
Special Olympics 2003 - 2004
Trinity Communications -Advertising 2001 - 2002
Fidelity Investments 1996 - 2000
Skills
Marketing Strategy, Cross-functional Team..., Problem Solving, Relationship Management, Building Relationships, Marketing Communications, Thought Leadership, New Business Development, Product Marketing, Direct Marketing, Email Marketing, Mass Marketing, Direct Mail Campaigns, Fundraising, Advertising, Marketing Budget..., Planning Budgeting &..., Management, Project Management, Development Projects, Agile Methodolgy, Presentation Development, Sales Presentations, Client Presentation, Collateral Materials..., Data Analysis, Staffing Plans, Integrated Marketing, Salesforce.com, Vendor Relationships, Strategic Planning, Business Planning, Agile Methodologies, Strategy, Leadership
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Science, Business Administration
Staples, Inc. March 2015 - August 2015
Fidelity Charitable 2009 - 2014
Fidelity Investments 2007 - 2009
Fidelity Charitable 2005 - 2007
TJX 2003 - 2005
Special Olympics 2003 - 2004
Trinity Communications -Advertising 2001 - 2002
Fidelity Investments 1996 - 2000
Skills
Marketing Strategy, Cross-functional Team..., Problem Solving, Relationship Management, Building Relationships, Marketing Communications, Thought Leadership, New Business Development, Product Marketing, Direct Marketing, Email Marketing, Mass Marketing, Direct Mail Campaigns, Fundraising, Advertising, Marketing Budget..., Planning Budgeting &..., Management, Project Management, Development Projects, Agile Methodolgy, Presentation Development, Sales Presentations, Client Presentation, Collateral Materials..., Data Analysis, Staffing Plans, Integrated Marketing, Salesforce.com, Vendor Relationships, Strategic Planning, Business Planning, Agile Methodologies, Strategy, Leadership
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Science, Business Administration
Connor Houlihan Connor Houlihan's Fidelity Investments Experience August 2012 - December 2014
Job Financial Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - December 2014
Fidelity Investments January 2011 - August 2012
College Pro February 2008 - October 2009
Skills
Finance, Investments, Insurance, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Series 7, Leadership, Marketing, Sales, Financial Planning, Mutual Funds, Microsoft Word, Securities, Analysis, Financial Services, Strategic Planning, Sales Management, Equities
Education
University of Connecticut 2007 — 2009
Bachelor of Arts, Economics
University of Connecticut 2007 — 2009
Minor, Geography
Fidelity Investments August 2012 - December 2014
Fidelity Investments January 2011 - August 2012
College Pro February 2008 - October 2009
Skills
Finance, Investments, Insurance, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Series 7, Leadership, Marketing, Sales, Financial Planning, Mutual Funds, Microsoft Word, Securities, Analysis, Financial Services, Strategic Planning, Sales Management, Equities
Education
University of Connecticut 2007 — 2009
Bachelor of Arts, Economics
University of Connecticut 2007 — 2009
Minor, Geography
Rob Bruhn's Fidelity Investments Experience January 2014 - September 2014
Job
Industry Financial Services
Experience
Mosaic Training & Development, Inc. October 2014 - February 2015
Fidelity Investments January 2014 - September 2014
Clayton 2010 - 2013
Clayton 2007 - 2009
US Army 2003 - 2006
Skills
Financial Modeling, Analysis, Financial Analysis, Finance, Data Analysis, Financial Reporting, Process Improvement, Credit Risk, Financial Risk, Relationship Management, Leadership, Research, Technical Writing, SQL, Microsoft Excel, MicroStrategy, Problem Solving, Product Innovation, Business Analysis, Business Process, Microsoft Office, Banking
Education
University of Colorado at Denver
Master of Business Administration (MBA), Business Administration and Management, General
University of Nebraska-Lincoln
Bachelor of Arts (B.A.), Political Science
Acadamia de Espanol - Antigua, Guatemala
Advanced Spanish Certification
Mosaic Training & Development, Inc. October 2014 - February 2015
Fidelity Investments January 2014 - September 2014
Clayton 2010 - 2013
Clayton 2007 - 2009
US Army 2003 - 2006
Skills
Financial Modeling, Analysis, Financial Analysis, Finance, Data Analysis, Financial Reporting, Process Improvement, Credit Risk, Financial Risk, Relationship Management, Leadership, Research, Technical Writing, SQL, Microsoft Excel, MicroStrategy, Problem Solving, Product Innovation, Business Analysis, Business Process, Microsoft Office, Banking
Education
University of Colorado at Denver
Master of Business Administration (MBA), Business Administration and Management, General
University of Nebraska-Lincoln
Bachelor of Arts (B.A.), Political Science
Acadamia de Espanol - Antigua, Guatemala
Advanced Spanish Certification
Maxwell Bastien's Fidelity Investments Experience July 2014 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Executive Education - Leeds School of Business January 2011 - January 2014
Cold Stone Creamery / Rocky Mountain Chococlate Factory June 2009 - August 2010
Skills
Public Speaking, Customer Service, Microsoft Excel, Leadership, Event Planning, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Facebook, Social Media, Social Media Marketing, Public Relations, Event Management
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor's Degree, Finance
2016 Level III Candidate in the CFA Program
Fidelity Investments July 2014 - Present
Executive Education - Leeds School of Business January 2011 - January 2014
Cold Stone Creamery / Rocky Mountain Chococlate Factory June 2009 - August 2010
Skills
Public Speaking, Customer Service, Microsoft Excel, Leadership, Event Planning, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Facebook, Social Media, Social Media Marketing, Public Relations, Event Management
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor's Degree, Finance
2016 Level III Candidate in the CFA Program
Bryan Mahmood Bryan Mahmood's Fidelity Investments Experience August 2006 - March 2011
Job Audit Officer at Rockland Trust
Industry Banking
Experience
Rockland Trust April 2011 - Present
Fidelity Investments August 2006 - March 2011
Lincoln Financial Group June 2004 - July 2006
Cigna September 2003 - May 2004
Deloitte & Touche October 2001 - September 2003
Skills
Internal Audit, Auditing, Financial Risk, Risk Management, Internal Controls, Banking, Financial Analysis, Accounting, Financial Reporting, Finance, AML, Sarbanes-Oxley Act, Account Reconciliation, Enterprise Risk...
Education
University of Connecticut 2001 — 2002
Master of Science (MS), Accounting
University of Connecticut 1997 — 2001
Bachelor of Science (BS), Business Administration
Rockland Trust April 2011 - Present
Fidelity Investments August 2006 - March 2011
Lincoln Financial Group June 2004 - July 2006
Cigna September 2003 - May 2004
Deloitte & Touche October 2001 - September 2003
Skills
Internal Audit, Auditing, Financial Risk, Risk Management, Internal Controls, Banking, Financial Analysis, Accounting, Financial Reporting, Finance, AML, Sarbanes-Oxley Act, Account Reconciliation, Enterprise Risk...
Education
University of Connecticut 2001 — 2002
Master of Science (MS), Accounting
University of Connecticut 1997 — 2001
Bachelor of Science (BS), Business Administration
Kelly Sandro Kelly Sandro's Fidelity Investments Experience November 2010 - August 2012
Job Investment Professional
Industry Financial Services
Experience
Parady Financial Group October 2012 - Present
Fidelity Investments November 2010 - August 2012
Whitney National Bank January 2010 - August 2010
Whitney National Bank February 2006 - December 2009
Edward Jones June 2005 - January 2006
Lipper September 1998 - July 2004
Skills
Finance, Financial Services, Investments, Portfolio Management, Private Banking, Sales, Strategic Planning, Wealth Management
Education
University of Colorado at Denver 1994 — 1998
BS, Finance, Economics Minor, Cum Laude
Parady Financial Group October 2012 - Present
Fidelity Investments November 2010 - August 2012
Whitney National Bank January 2010 - August 2010
Whitney National Bank February 2006 - December 2009
Edward Jones June 2005 - January 2006
Lipper September 1998 - July 2004
Skills
Finance, Financial Services, Investments, Portfolio Management, Private Banking, Sales, Strategic Planning, Wealth Management
Education
University of Colorado at Denver 1994 — 1998
BS, Finance, Economics Minor, Cum Laude
Thomas Fiorillo Thomas Fiorillo's Fidelity Investments Experience January 2003 - December 2004
Job
Industry Information Technology and Services
Experience
Nelnet Diversified Solutions February 2012 - April 2014
Independent Consultant October 2008 - August 2011
AUCTORIS - Architects of Wealth Preservation Strategies February 2007 - September 2008
AXA Equitable January 2005 - January 2007
Fidelity Investments January 2003 - December 2004
Qwest Communications June 1997 - August 2001
Alternative Resources Corporation January 1994 - June 1997
C4 Network February 1992 - January 1994
Skills
Business Analysis, Financial Analysis, Microsoft Excel, Excel Models, Finance, Strategic Financial..., MS Excel Pivot Tables, SQL, Team Building, Marketing
Education
University of Colorado Denver 2001 — 2004
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 1987 — 1991
Bachelor's Degree, Economics
Nelnet Diversified Solutions February 2012 - April 2014
Independent Consultant October 2008 - August 2011
AUCTORIS - Architects of Wealth Preservation Strategies February 2007 - September 2008
AXA Equitable January 2005 - January 2007
Fidelity Investments January 2003 - December 2004
Qwest Communications June 1997 - August 2001
Alternative Resources Corporation January 1994 - June 1997
C4 Network February 1992 - January 1994
Skills
Business Analysis, Financial Analysis, Microsoft Excel, Excel Models, Finance, Strategic Financial..., MS Excel Pivot Tables, SQL, Team Building, Marketing
Education
University of Colorado Denver 2001 — 2004
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 1987 — 1991
Bachelor's Degree, Economics
Benjamin Provolt's Fidelity Investments Experience January 2014 - Present
Job Facilitator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - January 2014
Fidelity Investments July 2012 - July 2013
The Church of Jesus Christ of Latter-day Saints November 2008 - November 2010
Education
University of Colorado at Colorado Springs 2010 — 2012
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - January 2014
Fidelity Investments July 2012 - July 2013
The Church of Jesus Christ of Latter-day Saints November 2008 - November 2010
Education
University of Colorado at Colorado Springs 2010 — 2012
Jerry Huggins Jerry Huggins's Fidelity Investments Experience 1998 - 2002
Job Vice President at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions January 2011 - Present
ICMA-RC Services, LLC 2003 - 2010
UMB Bank, N.A. 2002 - 2003
Fidelity Investments 1998 - 2002
Skills
New Business Development, 401k, Investments, Retirement Planning, Business Planning, Portfolio Management, Strategy, Banking, CRM, Investment Management, Relationship Management, Management, Due Diligence, Mutual Funds, Asset Allocation, Pensions, Investment Strategies, Hedge Funds, Fixed Income, Sales, Asset Management, Equities, Retirement Plan..., Alternative Investments, Wealth Management, Marketing, Series 7, Employee Benefits, Series 6, Investment Advisory, Series 63, Retirement, Securities, Risk Management, Series 24, Financial Services, FINRA, Defined Benefit, ERISA, Trading, IRAs, Financial Markets, Defined Contribution, Financial Advisory, Uniform Combined State..., Capital Markets, Fixed Annuities, Strategic Financial..., Series 65, Bloomberg
Education
University of Colorado Denver
MBA, Finance
University of Montana
B.S., Finance
Innovest Portfolio Solutions January 2011 - Present
ICMA-RC Services, LLC 2003 - 2010
UMB Bank, N.A. 2002 - 2003
Fidelity Investments 1998 - 2002
Skills
New Business Development, 401k, Investments, Retirement Planning, Business Planning, Portfolio Management, Strategy, Banking, CRM, Investment Management, Relationship Management, Management, Due Diligence, Mutual Funds, Asset Allocation, Pensions, Investment Strategies, Hedge Funds, Fixed Income, Sales, Asset Management, Equities, Retirement Plan..., Alternative Investments, Wealth Management, Marketing, Series 7, Employee Benefits, Series 6, Investment Advisory, Series 63, Retirement, Securities, Risk Management, Series 24, Financial Services, FINRA, Defined Benefit, ERISA, Trading, IRAs, Financial Markets, Defined Contribution, Financial Advisory, Uniform Combined State..., Capital Markets, Fixed Annuities, Strategic Financial..., Series 65, Bloomberg
Education
University of Colorado Denver
MBA, Finance
University of Montana
B.S., Finance
Sarah Fullerton Sarah Fullerton's Fidelity Investments Experience February 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Kirk Mitchell MD, LLC February 2013 - February 2015
USA Rugby January 2013 - February 2015
USA Weightlifting August 2011 - August 2012
Sport Climbing Center August 2010 - August 2012
Pizza Hut WKRP May 2006 - December 2011
Education
University of Colorado at Colorado Springs 2008 — 2012
Bachelor of Science (BS), Sport Management
Fidelity Investments February 2015 - Present
Kirk Mitchell MD, LLC February 2013 - February 2015
USA Rugby January 2013 - February 2015
USA Weightlifting August 2011 - August 2012
Sport Climbing Center August 2010 - August 2012
Pizza Hut WKRP May 2006 - December 2011
Education
University of Colorado at Colorado Springs 2008 — 2012
Bachelor of Science (BS), Sport Management
Joe Caras Joe Caras's Fidelity Investments Experience September 2014 - Present
Job Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments February 2013 - September 2014
Fidelity Investments March 2012 - February 2013
Fidelity Investments February 2011 - March 2012
Fidelity Investments May 2010 - February 2011
Skills
Investments, Uniform Combined State..., Series 7, Mutual Funds, Series 9/10, Series 63, Series 66, Licensed Life Insurance..., Asset Allocation, Fixed Annuities, Securities, Retirement Planning, Investment Advisory, Financial Services
Education
University of Colorado at Denver 2012 — 2016
Master of Business Administration (MBA), Finance
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science, Entrepreneurial Venture Creation and Management
Fidelity Investments September 2014 - Present
Fidelity Investments February 2013 - September 2014
Fidelity Investments March 2012 - February 2013
Fidelity Investments February 2011 - March 2012
Fidelity Investments May 2010 - February 2011
Skills
Investments, Uniform Combined State..., Series 7, Mutual Funds, Series 9/10, Series 63, Series 66, Licensed Life Insurance..., Asset Allocation, Fixed Annuities, Securities, Retirement Planning, Investment Advisory, Financial Services
Education
University of Colorado at Denver 2012 — 2016
Master of Business Administration (MBA), Finance
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science, Entrepreneurial Venture Creation and Management
Mary McNiff Mary McNiff's Fidelity Investments Experience June 2015 - Present
Job Vice President Retirement Director
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Principal Financial Group February 2007 - June 2015
Principal Financial Group August 2003 - February 2007
Morgan Stanley 2001 - 2003
Skills
401k, Defined Benefit, Employee Benefits, Insurance, Investment Management, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts in Music, Music Performance, General
Edina High School 1993 — 1996
Fidelity Investments June 2015 - Present
Principal Financial Group February 2007 - June 2015
Principal Financial Group August 2003 - February 2007
Morgan Stanley 2001 - 2003
Skills
401k, Defined Benefit, Employee Benefits, Insurance, Investment Management, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts in Music, Music Performance, General
Edina High School 1993 — 1996
Conor Steffey Conor Steffey's Fidelity Investments Experience 2006 - 2010
Job Brokerage Operations at Scottrade
Industry Financial Services
Experience
Scottrade Graduate StudentUniversity of Colorado DenverDecember 2014 - Present
UEFA May 2012 - July 2012
Peace Corps March 2010 - May 2012
International Rescue Committee October 2009 - January 2010
Fidelity Investments 2006 - 2010
Skills
International..., Community Development, International Relations, Grants, Spanish, Grant Writing, Fundraising, Nonprofits, Community Outreach, Volunteer Management, Youth Development, Policy Analysis, Capacity Building, Proposal Writing, Project Management, Financial Reporting
Education
University of Colorado Denver 2015 — 2016
Master’s Degree, Finance & Risk Management - Specializing in Commodities
University of Wyoming 2002 — 2005
Bachelor of Science (BS), Finance, General
University of Colorado Denver
University of Colorado Denver
Scottrade Graduate StudentUniversity of Colorado DenverDecember 2014 - Present
UEFA May 2012 - July 2012
Peace Corps March 2010 - May 2012
International Rescue Committee October 2009 - January 2010
Fidelity Investments 2006 - 2010
Skills
International..., Community Development, International Relations, Grants, Spanish, Grant Writing, Fundraising, Nonprofits, Community Outreach, Volunteer Management, Youth Development, Policy Analysis, Capacity Building, Proposal Writing, Project Management, Financial Reporting
Education
University of Colorado Denver 2015 — 2016
Master’s Degree, Finance & Risk Management - Specializing in Commodities
University of Wyoming 2002 — 2005
Bachelor of Science (BS), Finance, General
University of Colorado Denver
University of Colorado Denver
A. Macall Smith's Fidelity Investments Experience March 2013 - August 2013
Job Flight Attendant at Southwest Airlines
Industry Financial Services
Experience
Southwest Airlines March 2014 - Present
Fidelity Investments March 2013 - August 2013
Fidelity Investments July 2012 - March 2013
Fidelity Investments April 2012 - June 2012
Fidelity Investments April 2010 - March 2012
Fidelity Investments April 2009 - March 2010
Various Restaurants January 2005 - March 2009
Andrae Michaels National Portrait Company September 2008 - February 2009
Simchat Torah Beit Midrash October 2002 - December 2004
Simchat Torah Beit Midrash January 2001 - December 2004
Skills
Expertise in both PC..., Expert in Microsoft..., Intermediate in Adobe..., Expert in HOBS and CCW..., iLife Suite, Resort Data Processing, Aloha System POS, Operation of Scanners,..., Event Planning, Adobe Creative Suite, Customer Service, Illustrator
Education
University of Colorado at Colorado Springs 2004 — 2008
BA, Biology
William J. Palmer High School 2000 — 2004
International Baccalaureate Program
Southwest Airlines March 2014 - Present
Fidelity Investments March 2013 - August 2013
Fidelity Investments July 2012 - March 2013
Fidelity Investments April 2012 - June 2012
Fidelity Investments April 2010 - March 2012
Fidelity Investments April 2009 - March 2010
Various Restaurants January 2005 - March 2009
Andrae Michaels National Portrait Company September 2008 - February 2009
Simchat Torah Beit Midrash October 2002 - December 2004
Simchat Torah Beit Midrash January 2001 - December 2004
Skills
Expertise in both PC..., Expert in Microsoft..., Intermediate in Adobe..., Expert in HOBS and CCW..., iLife Suite, Resort Data Processing, Aloha System POS, Operation of Scanners,..., Event Planning, Adobe Creative Suite, Customer Service, Illustrator
Education
University of Colorado at Colorado Springs 2004 — 2008
BA, Biology
William J. Palmer High School 2000 — 2004
International Baccalaureate Program
Christine Fowler Christine Fowler's Fidelity Investments Experience September 1998 - December 2000
Job Benefits Administrator at Town of Shrewsbury
Industry Human Resources
Experience
Town of Shrewsbury January 2014 - Present
ModusLink September 2011 - January 2014
Eaton Corporation September 2009 - August 2011
UMass Memorial Medical Center October 2008 - January 2009
Virginia Beach City Public Schools March 2006 - September 2007
AFG, Inc. August 2003 - February 2006
PAREXEL January 2001 - May 2003
Fidelity Investments September 1998 - December 2000
Aon Consulting September 1997 - August 1998
Aetna March 1995 - June 1997
Skills
Benefits Administration, Pensions, Employee Benefits, COBRA, 401k, Employment Law, HRIS, Employee Relations, Human Resources, Vendor Management, Outsourcing
Education
University of Connecticut
Town of Shrewsbury January 2014 - Present
ModusLink September 2011 - January 2014
Eaton Corporation September 2009 - August 2011
UMass Memorial Medical Center October 2008 - January 2009
Virginia Beach City Public Schools March 2006 - September 2007
AFG, Inc. August 2003 - February 2006
PAREXEL January 2001 - May 2003
Fidelity Investments September 1998 - December 2000
Aon Consulting September 1997 - August 1998
Aetna March 1995 - June 1997
Skills
Benefits Administration, Pensions, Employee Benefits, COBRA, 401k, Employment Law, HRIS, Employee Relations, Human Resources, Vendor Management, Outsourcing
Education
University of Connecticut
Brian Kenney's Fidelity Investments Experience January 1987 - June 2009
Job Alignment Financial Group
Industry Financial Services
Experience
Fidelity Investments January 1987 - June 2009
Skills
Retirement Planning, Securities, Financial Services, Series 7, Wealth Management, Asset Management, Series 63, Asset Allocation, Portfolio Management, Financial Advisory, Mutual Funds, Finance, Strategic Financial..., Retirement
Education
University of Connecticut 1982 — 1986
BA, Economics
Fidelity Investments January 1987 - June 2009
Skills
Retirement Planning, Securities, Financial Services, Series 7, Wealth Management, Asset Management, Series 63, Asset Allocation, Portfolio Management, Financial Advisory, Mutual Funds, Finance, Strategic Financial..., Retirement
Education
University of Connecticut 1982 — 1986
BA, Economics
Greg Fink Greg Fink's Fidelity Investments Experience November 1991 - June 1999
Job Vice President at Fidelity Investments IWS
Industry Financial Services
Experience
Fidelity Investments - IWS April 2011 - Present
DirexionShares June 2009 - April 2011
Northern Trust Global Investments April 2008 - April 2009
Banc of America Securities May 2006 - 2008
Rydex Investments 2001 - 2006
ProAct Technologies 2000 - 2001
Fidelity Investments November 1991 - June 1999
Team Grassi-Alessandra October 1990 - November 1991
Skills
Asset Allocation, Alternative Investments, Asset Managment, Derivatives, ETFs, Equities, Financial Services, Foreign Exchange
Education
University of Colorado Boulder 1986 — 1990
BA, American Studies; Italian
Fidelity Investments - IWS April 2011 - Present
DirexionShares June 2009 - April 2011
Northern Trust Global Investments April 2008 - April 2009
Banc of America Securities May 2006 - 2008
Rydex Investments 2001 - 2006
ProAct Technologies 2000 - 2001
Fidelity Investments November 1991 - June 1999
Team Grassi-Alessandra October 1990 - November 1991
Skills
Asset Allocation, Alternative Investments, Asset Managment, Derivatives, ETFs, Equities, Financial Services, Foreign Exchange
Education
University of Colorado Boulder 1986 — 1990
BA, American Studies; Italian
Eric Parisi, CIMA®, AIF® Eric Parisi, CIMA®, AIF®'s Fidelity Investments Experience November 2002 - August 2003
Job Vice President, Business Development Officer DCIO at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments April 2012 - Present
Pioneer Investments July 2010 - March 2012
Pioneer Investments February 2006 - July 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch November 2003 - January 2005
Fidelity Investments November 2002 - August 2003
Skills
Series 7, Mutual Funds, 401k, Series 66, Certified Investment..., CIMA, AIF, Defined Contribution, Relationship Management, Key Account Management, Qualified Retirement..., Business Development, Investment Strategies, Asset Allocation, DCIO
Education
University of Connecticut 1998 — 2002
BA, Economics
Enfield High School 1994 — 1998
Pioneer Investments April 2012 - Present
Pioneer Investments July 2010 - March 2012
Pioneer Investments February 2006 - July 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch November 2003 - January 2005
Fidelity Investments November 2002 - August 2003
Skills
Series 7, Mutual Funds, 401k, Series 66, Certified Investment..., CIMA, AIF, Defined Contribution, Relationship Management, Key Account Management, Qualified Retirement..., Business Development, Investment Strategies, Asset Allocation, DCIO
Education
University of Connecticut 1998 — 2002
BA, Economics
Enfield High School 1994 — 1998
Kelly Hewes's Fidelity Investments Experience March 2000 - June 2006
Job AVP, Product Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford May 2006 - December 2012
The Hartford June 2006 - October 2009
Fidelity Investments March 2000 - June 2006
Fidelity Investments May 1996 - May 2000
Fidelity Investments September 1995 - April 1996
Aon Consulting September 1994 - August 1995
Skills
Life Insurance, Defined Contribution, Retirement, Cross-functional Team..., Fixed Annuities, CRM, Financial Services, Retirement Planning, Product Management, IRAs, Relationship Management, Mutual Funds, Management, Roth IRA, Pensions
Education
The University of Connecticut
Communication Sciences and Marketing
MassMutual Financial Group January 2013 - Present
The Hartford May 2006 - December 2012
The Hartford June 2006 - October 2009
Fidelity Investments March 2000 - June 2006
Fidelity Investments May 1996 - May 2000
Fidelity Investments September 1995 - April 1996
Aon Consulting September 1994 - August 1995
Skills
Life Insurance, Defined Contribution, Retirement, Cross-functional Team..., Fixed Annuities, CRM, Financial Services, Retirement Planning, Product Management, IRAs, Relationship Management, Mutual Funds, Management, Roth IRA, Pensions
Education
The University of Connecticut
Communication Sciences and Marketing
Eileen Mars's Fidelity Investments Experience October 2011 - July 2014
Job
Industry Broadcast Media
Experience
Fidelity Investments October 2011 - July 2014
Office of Policy and Management January 2011 - May 2011
Skills
Microsoft Office, Google Applications, Salesforce, Nonprofits, Customer Service, Philanthropy, Time Management, Process Improvement, Relationship Management, Social Media
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts
Universidad de Granada 2010 — 2010
Fidelity Investments October 2011 - July 2014
Office of Policy and Management January 2011 - May 2011
Skills
Microsoft Office, Google Applications, Salesforce, Nonprofits, Customer Service, Philanthropy, Time Management, Process Improvement, Relationship Management, Social Media
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts
Universidad de Granada 2010 — 2010
Danielle Erlinger's Fidelity Investments Experience June 2015 - Present
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Miller International Inc. May 2014 - Present
Gap Inc./Banana Republic August 2011 - Present
Creative Financial Staffing (CFS) May 2014 - August 2014
Anthropologie September 2012 - December 2012
Nanny May 2009 - September 2012
Planet Beach Contempo Spas May 2010 - August 2012
Skills
Customer Satisfaction, Merchandising, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Customer-focused, Customer Driven, Telephone Skills, Visual Merchandising, Cashiering, Time Management, Computers, Multi-tasked, Bloomberg, Bloomberg Software
Education
University of Colorado at Boulder 2011 — 2014
Finance, General
University of Colorado at Denver 2010 — 2011
Fidelity Investments June 2015 - Present
Miller International Inc. May 2014 - Present
Gap Inc./Banana Republic August 2011 - Present
Creative Financial Staffing (CFS) May 2014 - August 2014
Anthropologie September 2012 - December 2012
Nanny May 2009 - September 2012
Planet Beach Contempo Spas May 2010 - August 2012
Skills
Customer Satisfaction, Merchandising, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Customer-focused, Customer Driven, Telephone Skills, Visual Merchandising, Cashiering, Time Management, Computers, Multi-tasked, Bloomberg, Bloomberg Software
Education
University of Colorado at Boulder 2011 — 2014
Finance, General
University of Colorado at Denver 2010 — 2011
Hank Hammond's Fidelity Investments Experience June 2015 - August 2015
Job Analyst at Fidelity Investments
Industry
Experience
Fidelity Investments June 2015 - August 2015
Harbor Financial Group, Inc. May 2014 - December 2014
Wishlist May 2014 - December 2014
Delta Sigma Pi-Alpha Rho Chapter December 2013 - May 2014
Delta Sigma Pi - Alpha Rho Chapter August 2013 - November 2013
SLS June 2013 - September 2013
Above Parr Flooring May 2012 - June 2013
Delta Sigma Pi-Alpha Rho Chapter December 2012 - May 2013
Skills
Leadership, Marketing, Event Planning, Social Media Marketing, Advertising, Market Research, Financial Analysis, Marketing Strategy, International Marketing, CRM, Budgets
Education
University of Colorado Boulder 2012 — 2016
Business Administration
Fidelity Investments June 2015 - August 2015
Harbor Financial Group, Inc. May 2014 - December 2014
Wishlist May 2014 - December 2014
Delta Sigma Pi-Alpha Rho Chapter December 2013 - May 2014
Delta Sigma Pi - Alpha Rho Chapter August 2013 - November 2013
SLS June 2013 - September 2013
Above Parr Flooring May 2012 - June 2013
Delta Sigma Pi-Alpha Rho Chapter December 2012 - May 2013
Skills
Leadership, Marketing, Event Planning, Social Media Marketing, Advertising, Market Research, Financial Analysis, Marketing Strategy, International Marketing, CRM, Budgets
Education
University of Colorado Boulder 2012 — 2016
Business Administration
Jay McAfoos Jay McAfoos's Fidelity Investments Experience September 2013 - February 2015
Job Project Engineer at Character Builders Colorado
Industry Construction
Experience
Fidelity Investments September 2013 - February 2015
Matrix Financial Solutions March 2008 - May 2012
Innovative Financial January 2007 - February 2008
Greenberg & Associates Securities March 2001 - February 2003
Skills
Strategic Planning, Banking, PowerPoint, Project Management, Microsoft Word, Investments, Risk Management, Bloomberg
Education
University of Colorado at Boulder 1996 — 2001
Bachelor of Science (B.S.), Finance, General
Fidelity Investments September 2013 - February 2015
Matrix Financial Solutions March 2008 - May 2012
Innovative Financial January 2007 - February 2008
Greenberg & Associates Securities March 2001 - February 2003
Skills
Strategic Planning, Banking, PowerPoint, Project Management, Microsoft Word, Investments, Risk Management, Bloomberg
Education
University of Colorado at Boulder 1996 — 2001
Bachelor of Science (B.S.), Finance, General
Erica Distefano's Fidelity Investments Experience April 2015 - Present
Job Digital Producer, Fidelity Communications & Advertising
Industry Marketing and Advertising
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2013 - March 2015
The Hartford August 2012 - September 2013
The Hartford June 2011 - September 2013
The Hartford February 2012 - August 2012
The Hartford July 2011 - February 2012
The Hartford June 2010 - August 2010
Preview Properties July 2009 - August 2009
Mix and Company May 2008 - January 2009
Better Place Realty June 2006 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Advertising, Outlook, Access, Facebook, Time Management, Microsoft Office, Event Planning, Social Media, Social Networking, Organization, Team-oriented, Analysis, Positive Personality, Building Relationships, Customer Oriented
Education
The University of Connecticut 2007 — 2011
Bachelor of Science, Marketing
Fidelity Investments April 2015 - Present
Fidelity Investments September 2013 - March 2015
The Hartford August 2012 - September 2013
The Hartford June 2011 - September 2013
The Hartford February 2012 - August 2012
The Hartford July 2011 - February 2012
The Hartford June 2010 - August 2010
Preview Properties July 2009 - August 2009
Mix and Company May 2008 - January 2009
Better Place Realty June 2006 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Advertising, Outlook, Access, Facebook, Time Management, Microsoft Office, Event Planning, Social Media, Social Networking, Organization, Team-oriented, Analysis, Positive Personality, Building Relationships, Customer Oriented
Education
The University of Connecticut 2007 — 2011
Bachelor of Science, Marketing
Michele Cook Michele Cook's Fidelity Investments Experience November 2007 - March 2009
Job Schwab Private Client Assoc. Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - July 2014
Fidelity Investments November 2007 - March 2009
Fidelity Investments April 2007 - November 2007
Atlas Securities Inc July 2004 - October 2006
MassMutual Financial Group March 2000 - March 2004
Merrill Lynch March 1994 - August 1997
Skills
Investments, Customer Service, Sales, Leadership, Retirement Planning, Financial Services, Mutual Funds, Sales Management, Marketing, Strategic Planning
Education
The University of Connecticut
M.B.A., Business Administration/Economics
Charles Schwab March 2010 - July 2014
Fidelity Investments November 2007 - March 2009
Fidelity Investments April 2007 - November 2007
Atlas Securities Inc July 2004 - October 2006
MassMutual Financial Group March 2000 - March 2004
Merrill Lynch March 1994 - August 1997
Skills
Investments, Customer Service, Sales, Leadership, Retirement Planning, Financial Services, Mutual Funds, Sales Management, Marketing, Strategic Planning
Education
The University of Connecticut
M.B.A., Business Administration/Economics
Kristen Minchello Kristen Minchello's Fidelity Investments Experience June 2012 - October 2013
Job Real Estate Agent
Industry Financial Services
Experience
Sotheby's International Realty September 2013 - Present
Fidelity Investments June 2012 - October 2013
Fidelity Investments 2008 - June 2012
Fidelity Investments February 2007 - August 2008
Duxbury Bay Maritime School 2002 - 2006
Education
The University of Connecticut 2002 — 2006
History
Duxbury High School 1999 — 2002
Sotheby's International Realty September 2013 - Present
Fidelity Investments June 2012 - October 2013
Fidelity Investments 2008 - June 2012
Fidelity Investments February 2007 - August 2008
Duxbury Bay Maritime School 2002 - 2006
Education
The University of Connecticut 2002 — 2006
History
Duxbury High School 1999 — 2002
Brian Marcello Brian Marcello's Fidelity Investments Experience January 2006 - June 2009
Job Integra Life Sciences Neurosurgery Sales Specialist
Industry Medical Devices
Experience
Integra LifeSciences June 2013 - Present
Paychex June 2009 - June 2013
Fidelity Investments January 2006 - June 2009
Skills
New Business Development, Salesforce.com, B2B, Satisfied Clients, Referral Networking, Payroll Adminstration, Account Management, Sales Presentations, Sales, Building Relationships, Negotiation, Sales Process, Customer Service, Strategic Planning, Surgery, Business Development, Training, Cold Calling
Education
The University of Connecticut 1998 — 2002
Bachelor of Liberal Arts, Political Science
Toll Gate High School 1994 — 1998
Integra LifeSciences June 2013 - Present
Paychex June 2009 - June 2013
Fidelity Investments January 2006 - June 2009
Skills
New Business Development, Salesforce.com, B2B, Satisfied Clients, Referral Networking, Payroll Adminstration, Account Management, Sales Presentations, Sales, Building Relationships, Negotiation, Sales Process, Customer Service, Strategic Planning, Surgery, Business Development, Training, Cold Calling
Education
The University of Connecticut 1998 — 2002
Bachelor of Liberal Arts, Political Science
Toll Gate High School 1994 — 1998
Andrew Jorgensen's Fidelity Investments Experience June 2009 - May 2012
Job Software Engineering at Twitter
Industry Telecommunications
Experience
Twitter August 2013 - Present
Andrew Jorgensen January 2007 - Present
Backupify May 2012 - August 2013
Fidelity Investments June 2009 - May 2012
UCTV January 2009 - May 2012
Skills
Ruby, Ruby on Rails, CSS, MySQL, HTML, JavaScript, WordPress, Git, REST, Linux, PHP, Python, Adobe Creative Suite, OS X, Objective-C, JSON, Web Development, Cassandra, Vim, Cascalog, Hadoop, Amazon Web Services..., C++, Mobile Applications, Web Design, Mac OS X, Mac OS X Server, HTML5, CSS3, ActionScript, C, C#, Google AppEngine, iOS, subversion, ASP.NET, SOAP, Office, Motion, Final Cut Pro, Eclipse, NetBeans, Arduino, RubyMine, PostgreSQL, CoffeeScript, Kafka, Apache Kafka
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Computer Science and Engineering, Mathematics
Bromfield 2004 — 2008
Twitter August 2013 - Present
Andrew Jorgensen January 2007 - Present
Backupify May 2012 - August 2013
Fidelity Investments June 2009 - May 2012
UCTV January 2009 - May 2012
Skills
Ruby, Ruby on Rails, CSS, MySQL, HTML, JavaScript, WordPress, Git, REST, Linux, PHP, Python, Adobe Creative Suite, OS X, Objective-C, JSON, Web Development, Cassandra, Vim, Cascalog, Hadoop, Amazon Web Services..., C++, Mobile Applications, Web Design, Mac OS X, Mac OS X Server, HTML5, CSS3, ActionScript, C, C#, Google AppEngine, iOS, subversion, ASP.NET, SOAP, Office, Motion, Final Cut Pro, Eclipse, NetBeans, Arduino, RubyMine, PostgreSQL, CoffeeScript, Kafka, Apache Kafka
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Computer Science and Engineering, Mathematics
Bromfield 2004 — 2008
Marie Rice Marie Rice's Fidelity Investments Experience March 2002 - May 2008
Job Principal at MZR Associates
Industry Financial Services
Experience
MZR Associates June 2015 - Present
Market Strategies International (acquired Cogent Research 05/2013) August 2011 - June 2015
LIMRA May 2008 - August 2011
Fidelity Investments March 2002 - May 2008
MZR Associates January 1992 - March 2002
Skills
Strategic Planning, Management Consulting, Wealth Management, Retirement, Market Research, Leadership, Quantitative Research, Consulting, Financial Services, Management, Strategy, Qualitative Research, Research, Public Speaking, Analytics, Customer Satisfaction, Thought Leadership, Competitive Analysis, Data Analysis, Executive Management, Mutual Funds, Investments, Segmentation
Education
University of Connecticut
Yale University
MZR Associates June 2015 - Present
Market Strategies International (acquired Cogent Research 05/2013) August 2011 - June 2015
LIMRA May 2008 - August 2011
Fidelity Investments March 2002 - May 2008
MZR Associates January 1992 - March 2002
Skills
Strategic Planning, Management Consulting, Wealth Management, Retirement, Market Research, Leadership, Quantitative Research, Consulting, Financial Services, Management, Strategy, Qualitative Research, Research, Public Speaking, Analytics, Customer Satisfaction, Thought Leadership, Competitive Analysis, Data Analysis, Executive Management, Mutual Funds, Investments, Segmentation
Education
University of Connecticut
Yale University
Robert Blakley Robert Blakley's Fidelity Investments Experience 2010 - 2015
Job Assistant Corporate Controller at MFS Investment Management
Industry Financial Services
Experience
Fidelity Investments 2010 - 2015
Fidelity Investments 2009 - 2015
Janus Capital Group 2002 - 2009
Deloitte & Touche 1998 - 2002
Van Schooneveld & Co 1994 - 1998
Skills
Financial Analysis, Accounting, Finance, Financial Reporting, Financial Modeling, Auditing, SEC filings, Mutual Funds, Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Financial Planning, Asset Management, Financial Services, Process Improvement, Analysis, Corporate Finance, Management, Mergers & Acquisitions, Investments, Strategy, Leadership
Education
University of Colorado Boulder - Leeds School of Business
BS, Accounting
Fidelity Investments 2010 - 2015
Fidelity Investments 2009 - 2015
Janus Capital Group 2002 - 2009
Deloitte & Touche 1998 - 2002
Van Schooneveld & Co 1994 - 1998
Skills
Financial Analysis, Accounting, Finance, Financial Reporting, Financial Modeling, Auditing, SEC filings, Mutual Funds, Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Financial Planning, Asset Management, Financial Services, Process Improvement, Analysis, Corporate Finance, Management, Mergers & Acquisitions, Investments, Strategy, Leadership
Education
University of Colorado Boulder - Leeds School of Business
BS, Accounting
Cheryle Joyce Cheryle Joyce's Fidelity Investments Experience June 1986 - December 1992
Job Independent Fashion Consultant at CAbi , Carol Anderson by Invitation
Industry Apparel & Fashion
Experience
CAbi Clothing November 2009 - Present
Fidelity Investments June 1986 - December 1992
Skills
Event Planning, Social Media, Social Media Marketing, Marketing Communications, Facebook, Business Networking, Advertising, Email Marketing, Account Management, PowerPoint, Retail, Fashion, Time Management, Leadership, Budgets, Brand Development, Training, Merchandising, Apparel, Sales Management, Recruiting
Education
The University of Connecticut
Bachelor of Science (BS), Interior Design
University of Connecticut
BS, Interior Design
CAbi Clothing November 2009 - Present
Fidelity Investments June 1986 - December 1992
Skills
Event Planning, Social Media, Social Media Marketing, Marketing Communications, Facebook, Business Networking, Advertising, Email Marketing, Account Management, PowerPoint, Retail, Fashion, Time Management, Leadership, Budgets, Brand Development, Training, Merchandising, Apparel, Sales Management, Recruiting
Education
The University of Connecticut
Bachelor of Science (BS), Interior Design
University of Connecticut
BS, Interior Design
Adam J. Scampini Adam J. Scampini's Fidelity Investments Experience September 2007 - September 2008
Job Consumer Retail Investment Banking
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
FirstBank Puerto Rico January 2014 - April 2014
JPMorgan Chase September 2010 - July 2013
Jefferies & Company September 2008 - September 2009
Fidelity Investments September 2007 - September 2008
Maxim Integrated Products June 2006 - January 2007
Skills
Financial Analysis, Fixed Income, Equities, Valuation, Investments, Alternative Investments, Private Equity, Mergers & Acquisitions, Mutual Funds, Trading, Financial Services, Analysis
Education
University of Michigan 2013 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut 2003 — 2007
Bachelor of Science, Business, Professional Sales, Marketing
CIMBA: Instituti Filipin 2005 — 2005
International Business
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
FirstBank Puerto Rico January 2014 - April 2014
JPMorgan Chase September 2010 - July 2013
Jefferies & Company September 2008 - September 2009
Fidelity Investments September 2007 - September 2008
Maxim Integrated Products June 2006 - January 2007
Skills
Financial Analysis, Fixed Income, Equities, Valuation, Investments, Alternative Investments, Private Equity, Mergers & Acquisitions, Mutual Funds, Trading, Financial Services, Analysis
Education
University of Michigan 2013 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut 2003 — 2007
Bachelor of Science, Business, Professional Sales, Marketing
CIMBA: Instituti Filipin 2005 — 2005
International Business
Cathy Nelson Rideout Cathy Nelson Rideout's Fidelity Investments Experience December 2000 - July 2006
Job Senior Sales Director at Aberdeen Group
Industry Market Research
Experience
Aberdeen Group May 2015 - Present
BCC Research May 2012 - May 2015
State Street Bank & Trust Co June 2008 - August 2010
Fidelity Investments December 2000 - July 2006
Fidelity Investments August 1999 - November 2000
Charles Schwab August 1996 - July 1999
Charles Schwab June 1993 - August 1996
Charles Schwab November 1989 - June 1993
Drexel Burnham Lambert June 1988 - November 1989
INDIVIDUAL SECURITIES LIMITED October 1986 - June 1988
Skills
Financial Services, Business Development, Relationship Management, Sales Presentations, Employee Training, Leadership, Management, Account Management, CRM, Investments, Market Research, New Business Development, Recruiting, Sales, Sales Management, Sales Process, Strategic Planning, Finance, Mutual Funds
Education
University of Connecticut 1982 — 1986
BA, Communications
Aberdeen Group May 2015 - Present
BCC Research May 2012 - May 2015
State Street Bank & Trust Co June 2008 - August 2010
Fidelity Investments December 2000 - July 2006
Fidelity Investments August 1999 - November 2000
Charles Schwab August 1996 - July 1999
Charles Schwab June 1993 - August 1996
Charles Schwab November 1989 - June 1993
Drexel Burnham Lambert June 1988 - November 1989
INDIVIDUAL SECURITIES LIMITED October 1986 - June 1988
Skills
Financial Services, Business Development, Relationship Management, Sales Presentations, Employee Training, Leadership, Management, Account Management, CRM, Investments, Market Research, New Business Development, Recruiting, Sales, Sales Management, Sales Process, Strategic Planning, Finance, Mutual Funds
Education
University of Connecticut 1982 — 1986
BA, Communications
Taylor Paules Taylor Paules's Fidelity Investments Experience September 2013 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments September 2013 - May 2014
University of Colorado December 2012 - September 2013
University of Colorado May 2011 - December 2012
Williams Production RMT Company May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Leadership, Public Speaking, Customer Service, Social Media, Data Analysis, Strategic Planning, PowerPoint, Sales
Education
University of Colorado at Boulder 2009 — 2012
Bachelor’s Degree, Major in Economics, a Minor in Business Administration and a Professional Certificate in Energy
Fidelity Investments September 2013 - Present
Fidelity Investments September 2013 - May 2014
University of Colorado December 2012 - September 2013
University of Colorado May 2011 - December 2012
Williams Production RMT Company May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Leadership, Public Speaking, Customer Service, Social Media, Data Analysis, Strategic Planning, PowerPoint, Sales
Education
University of Colorado at Boulder 2009 — 2012
Bachelor’s Degree, Major in Economics, a Minor in Business Administration and a Professional Certificate in Energy
Connor Girvan Connor Girvan's Fidelity Investments Experience February 2014 - June 2014
Job International Trade Support Analyst at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets July 2014 - Present
Fidelity Investments February 2014 - June 2014
Fidelity Investments November 2013 - January 2014
Fidelity Investments June 2012 - October 2013
University of Colorado at Boulder August 2008 - May 2012
TimeTrade Systems, Inc. May 2011 - August 2011
Turner Hill Golf Course 2008 - 2010
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors, Finance
Manchester Essex Regional High School 2004 — 2008
Fidelity Capital Markets July 2014 - Present
Fidelity Investments February 2014 - June 2014
Fidelity Investments November 2013 - January 2014
Fidelity Investments June 2012 - October 2013
University of Colorado at Boulder August 2008 - May 2012
TimeTrade Systems, Inc. May 2011 - August 2011
Turner Hill Golf Course 2008 - 2010
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors, Finance
Manchester Essex Regional High School 2004 — 2008
Chantal Thompson Chantal Thompson's Fidelity Investments Experience June 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments May 2012 - June 2013
The Home for Little Wanderers June 2011 - May 2012
Crittenton Women's Union October 2010 - October 2011
South Shore Mental Health May 2010 - June 2011
the Dean September 2007 - October 2009
Red Bull North America October 2007 - August 2009
Ameriprise Financial, Inc October 2003 - April 2005
Skills
Community Outreach, Finance, Management, Marketing, Microsoft Excel, Microsoft Office, Non-profits, Nonprofits, Outlook, Social Media
Education
University of Massachusetts Boston 2009 — 2012
Masters of Science, Family Therapy
University of Connecticut 2005 — 2009
Bachelor of Arts, Human Development and Family Studies
Fidelity Investments June 2013 - Present
Fidelity Investments May 2012 - June 2013
The Home for Little Wanderers June 2011 - May 2012
Crittenton Women's Union October 2010 - October 2011
South Shore Mental Health May 2010 - June 2011
the Dean September 2007 - October 2009
Red Bull North America October 2007 - August 2009
Ameriprise Financial, Inc October 2003 - April 2005
Skills
Community Outreach, Finance, Management, Marketing, Microsoft Excel, Microsoft Office, Non-profits, Nonprofits, Outlook, Social Media
Education
University of Massachusetts Boston 2009 — 2012
Masters of Science, Family Therapy
University of Connecticut 2005 — 2009
Bachelor of Arts, Human Development and Family Studies
Brian T Parker Brian T Parker's Fidelity Investments Experience August 1999 - June 2000
Job National Administration Solutions Network Leader
Industry Management Consulting
Experience
Mercer July 2009 - Present
Mercer July 2007 - June 2009
Mercer August 2005 - July 2007
Quaker Fabric November 2004 - August 2005
Tweeter 2003 - 2004
Benefit Concepts July 2001 - November 2003
CVS 2001 - 2002
Fidelity Investments August 1999 - June 2000
Skills
Employee Benefits, Employee Relations, Benefits Administration, Human Resources, Process Improvement, Outsourcing, HRIS, HR Consulting, Performance Management, Strategic Planning, CRM, Change Management, Organizational..., Talent Acquisition, Employee Engagement, Health Insurance, Incentive Programs, Human Capital, Sales Management, Marketing Strategy
Education
University of Connecticut 1985 — 1989
BA, Communications & Public Relations
cromwell high
Mercer July 2009 - Present
Mercer July 2007 - June 2009
Mercer August 2005 - July 2007
Quaker Fabric November 2004 - August 2005
Tweeter 2003 - 2004
Benefit Concepts July 2001 - November 2003
CVS 2001 - 2002
Fidelity Investments August 1999 - June 2000
Skills
Employee Benefits, Employee Relations, Benefits Administration, Human Resources, Process Improvement, Outsourcing, HRIS, HR Consulting, Performance Management, Strategic Planning, CRM, Change Management, Organizational..., Talent Acquisition, Employee Engagement, Health Insurance, Incentive Programs, Human Capital, Sales Management, Marketing Strategy
Education
University of Connecticut 1985 — 1989
BA, Communications & Public Relations
cromwell high
Robert Sciba Robert Sciba's Fidelity Investments Experience June 2005 - December 2007
Job Early Retirement to pursue volunteer and small business opportunities. I may return to the workforce in the future.
Industry Financial Services
Experience
Fidelity Investments June 2005 - December 2007
Fidelity Investments October 2002 - May 2006
Fidelity Investments October 2001 - October 2002
Private Access (Fidelity's High Net Worth Service December 2000 - October 2001
Fidelity Investments January 1995 - December 2000
Fidelity Investments 1987 - 1995
Fidelity Investments January 1985 - July 1987
WEST INC January 1983 - January 1985
Skills
Investments, Strategy, Financial Services, Risk Management, Mutual Funds, CRM, Management, Customer Service, Business Services, Series 7, Finance
Education
University of Colorado at Denver 1975 — 1976
Business Administration/Communications
University of Colorado Denver
Communications
Fidelity Investments June 2005 - December 2007
Fidelity Investments October 2002 - May 2006
Fidelity Investments October 2001 - October 2002
Private Access (Fidelity's High Net Worth Service December 2000 - October 2001
Fidelity Investments January 1995 - December 2000
Fidelity Investments 1987 - 1995
Fidelity Investments January 1985 - July 1987
WEST INC January 1983 - January 1985
Skills
Investments, Strategy, Financial Services, Risk Management, Mutual Funds, CRM, Management, Customer Service, Business Services, Series 7, Finance
Education
University of Colorado at Denver 1975 — 1976
Business Administration/Communications
University of Colorado Denver
Communications
Ed McCarthy Ed McCarthy's Fidelity Investments Experience May 1989 - August 1995
Job HP Consulting Sales Transformation Manager, America's at HewlettPackard Enterprise
Industry Computer & Network Security
Experience
Hewlett-Packard Enterprise November 2013 - Present
Hewlett-Packard March 2011 - November 2013
Hewlett-Packard June 2010 - March 2011
Symplified, Inc. October 2008 - June 2010
Computer Associates, Inc April 2006 - October 2008
Soaring Consulting August 2004 - April 2006
Fuzion Security (aquired NetFenz) January 2000 - August 2004
ODS Networks (now www.intrusion.com) April 1996 - January 2000
Cisco Systems August 1995 - April 1996
Fidelity Investments May 1989 - August 1995
Education
University of Colorado Denver 1998 — 2001
Masters
Hewlett-Packard Enterprise November 2013 - Present
Hewlett-Packard March 2011 - November 2013
Hewlett-Packard June 2010 - March 2011
Symplified, Inc. October 2008 - June 2010
Computer Associates, Inc April 2006 - October 2008
Soaring Consulting August 2004 - April 2006
Fuzion Security (aquired NetFenz) January 2000 - August 2004
ODS Networks (now www.intrusion.com) April 1996 - January 2000
Cisco Systems August 1995 - April 1996
Fidelity Investments May 1989 - August 1995
Education
University of Colorado Denver 1998 — 2001
Masters
Amy Gordona's Fidelity Investments Experience January 2013 - Present
Job Vice President, Marketing, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2007 - January 2013
Pacific Life June 2005 - October 2007
Travelers Life & Annuity August 1998 - May 2005
Education
The University of Connecticut 1994 — 1998
Bachelor of Arts, Psychology
Fidelity Investments January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2007 - January 2013
Pacific Life June 2005 - October 2007
Travelers Life & Annuity August 1998 - May 2005
Education
The University of Connecticut 1994 — 1998
Bachelor of Arts, Psychology
Peter Ripma Peter Ripma's Fidelity Investments Experience June 2003 - September 2008
Job PMP, Analyst
Industry Management Consulting
Experience
Westcon Group February 2015 - Present
Cherry Creek Radio September 2013 - February 2015
KnackTek March 2013 - August 2013
US Army March 2010 - February 2013
US Army May 2009 - March 2011
Modis Consulting January 2005 - January 2009
Fidelity Investments June 2003 - September 2008
Skills
Leadership, Security Clearance, Military, Team Leadership, Army, Microsoft Office, Analysis, Project Management, Business Analysis, Management, Strategy, Command, Security Management, Research, Energy, Problem Solving, Personnel Management, Adobe Creative Suite, Strategic Communications, Networking, Programming, Finance, Corporate Finance, Leadership Development, Process Improvement, Program Management, Sales, Team Building, Training
Education
University of Denver 2015 — 2016
Master of Business Administration (MBA), Organizational Leadership
Department of Defense 2009 — 2013
Logistics, Materials, and Supply Chain Management, Commandant's List
University of Colorado Denver 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations, 3.4 GPA
Milton High School 1999 — 2003
H.S. Diploma, Business
Project Management Institute
Project Management Professional, Project Management
Westcon Group February 2015 - Present
Cherry Creek Radio September 2013 - February 2015
KnackTek March 2013 - August 2013
US Army March 2010 - February 2013
US Army May 2009 - March 2011
Modis Consulting January 2005 - January 2009
Fidelity Investments June 2003 - September 2008
Skills
Leadership, Security Clearance, Military, Team Leadership, Army, Microsoft Office, Analysis, Project Management, Business Analysis, Management, Strategy, Command, Security Management, Research, Energy, Problem Solving, Personnel Management, Adobe Creative Suite, Strategic Communications, Networking, Programming, Finance, Corporate Finance, Leadership Development, Process Improvement, Program Management, Sales, Team Building, Training
Education
University of Denver 2015 — 2016
Master of Business Administration (MBA), Organizational Leadership
Department of Defense 2009 — 2013
Logistics, Materials, and Supply Chain Management, Commandant's List
University of Colorado Denver 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations, 3.4 GPA
Milton High School 1999 — 2003
H.S. Diploma, Business
Project Management Institute
Project Management Professional, Project Management
Kristian Carlson's Fidelity Investments Experience 2015 - Present
Job Financial Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments July 2014 - August 2015
Fidelity Investments June 2013 - June 2014
Charles Schwab May 2008 - May 2013
Skills
Series 7, Investments, Portfolio Management, Mutual Funds, Series 63, Financial Services, Strategic Financial..., Securities, Equities, Retirement Planning, Banking, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Finance, Retirement, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Investment Strategies, 401k, Wealth Management
Education
University of Colorado Denver
Bachelors degree in Business, Finance, General
Fidelity Investments 2015 - Present
Fidelity Investments July 2014 - August 2015
Fidelity Investments June 2013 - June 2014
Charles Schwab May 2008 - May 2013
Skills
Series 7, Investments, Portfolio Management, Mutual Funds, Series 63, Financial Services, Strategic Financial..., Securities, Equities, Retirement Planning, Banking, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Finance, Retirement, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Investment Strategies, 401k, Wealth Management
Education
University of Colorado Denver
Bachelors degree in Business, Finance, General
Marcia May Marcia May's Fidelity Investments Experience April 2003 - July 2008
Job Program Manager Value Enablement at Taulia, Inc.
Industry Financial Services
Experience
Taulia, Inc. September 2014 - Present
Nextrust, Inc. October 2013 - August 2014
Morgan Stanley December 2011 - June 2012
Weilenmann School of Discovery June 2010 - March 2011
Fidelity Investments April 2003 - July 2008
Charles Schwab February 1997 - October 2001
Transamerica June 1996 - January 1997
Fidelity Investments January 1994 - June 1996
Skills
Relationship Management, SaaS, New Business Development, Strategic Planning, Start-ups, Strategy, Financial Services, Business Development, Program Management, Business Process..., Software Project..., Retirement Planning, Human Resources, Investments, Account Management
Education
Westminster College
MAcc Candidate
The University of Connecticut
BS
Taulia, Inc. September 2014 - Present
Nextrust, Inc. October 2013 - August 2014
Morgan Stanley December 2011 - June 2012
Weilenmann School of Discovery June 2010 - March 2011
Fidelity Investments April 2003 - July 2008
Charles Schwab February 1997 - October 2001
Transamerica June 1996 - January 1997
Fidelity Investments January 1994 - June 1996
Skills
Relationship Management, SaaS, New Business Development, Strategic Planning, Start-ups, Strategy, Financial Services, Business Development, Program Management, Business Process..., Software Project..., Retirement Planning, Human Resources, Investments, Account Management
Education
Westminster College
MAcc Candidate
The University of Connecticut
BS
Anthony DiNicola Anthony DiNicola's Fidelity Investments Experience August 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
University of Massachusetts Lowell August 2015 - Present
MassMutual Financial Group August 2014 - June 2015
E.O. Smith High School February 2014 - June 2015
CIGNA June 2012 - June 2014
University of Connecticut August 2012 - May 2014
Boy Scouts of America June 2007 - September 2013
Lewis S. Mills High School May 2010 - June 2013
Burlington Junior Soccer Association April 2004 - November 2012
Farmington Farms September 2008 - March 2012
Skills
Fundraising, Volunteer Management, Public Speaking, Nonprofits, Coaching, PowerPoint, Customer Service, Leadership, Event Planning, Project Management, Microsoft Word, Microsoft Excel, Non-profits, Social Networking, Public Relations, Spanish, Facebook, Time Management, Training, Event Management, Cpr Certified, First Aid, Photography, Online Marketing, Grant Writing, Budgets, Marketing, Social Media, Social Media Marketing, Team Leadership, Mass Communication, Conditioning, Word, Excel, Customer Relations, Web Design, Management, Analysis, Risk Analysis, Operational Risk..., Spend Analysis, Spend Management, Process Improvement, Strategic Planning, Marketing Strategy, Strategic Communications, Microsoft Office, Research, Strategy, Community Outreach
Education
The University of Connecticut 2009 — 2014
Bachelor's degree, Consumer Behavior (Interdisciplinary - Business Strategy, Communications, Psychology)
Lewis S. Mills High School 2005 — 2009
High School Diploma
Fidelity Investments August 2015 - Present
University of Massachusetts Lowell August 2015 - Present
MassMutual Financial Group August 2014 - June 2015
E.O. Smith High School February 2014 - June 2015
CIGNA June 2012 - June 2014
University of Connecticut August 2012 - May 2014
Boy Scouts of America June 2007 - September 2013
Lewis S. Mills High School May 2010 - June 2013
Burlington Junior Soccer Association April 2004 - November 2012
Farmington Farms September 2008 - March 2012
Skills
Fundraising, Volunteer Management, Public Speaking, Nonprofits, Coaching, PowerPoint, Customer Service, Leadership, Event Planning, Project Management, Microsoft Word, Microsoft Excel, Non-profits, Social Networking, Public Relations, Spanish, Facebook, Time Management, Training, Event Management, Cpr Certified, First Aid, Photography, Online Marketing, Grant Writing, Budgets, Marketing, Social Media, Social Media Marketing, Team Leadership, Mass Communication, Conditioning, Word, Excel, Customer Relations, Web Design, Management, Analysis, Risk Analysis, Operational Risk..., Spend Analysis, Spend Management, Process Improvement, Strategic Planning, Marketing Strategy, Strategic Communications, Microsoft Office, Research, Strategy, Community Outreach
Education
The University of Connecticut 2009 — 2014
Bachelor's degree, Consumer Behavior (Interdisciplinary - Business Strategy, Communications, Psychology)
Lewis S. Mills High School 2005 — 2009
High School Diploma
Sarah Marie Nowfel Sarah Marie Nowfel's Fidelity Investments Experience July 2008 - July 2009
Job First Vice President of InvestmentsWealth Management
Industry Financial Services
Experience
Nowfel Private Wealth Management July 2011 - Present
Astor Asset Management June 2010 - September 2011
Fidelity Investments July 2008 - July 2009
Van Kampen Investments September 2006 - July 2008
First Trust Portfolios February 2004 - September 2006
MetLife Investors December 2000 - February 2004
Skills
Investments, Securities, Equities, Wealth Management, Mutual Funds, Series 63, FINRA, Series 6, 401k, Public Speaking, Retirement Planning, Insurance, Sales, Series 7, Wealth Management..., Asset Allocation, Investment Strategies
Education
University of Colorado Boulder 1997 — 2000
BA, COmmunications
Nowfel Private Wealth Management July 2011 - Present
Astor Asset Management June 2010 - September 2011
Fidelity Investments July 2008 - July 2009
Van Kampen Investments September 2006 - July 2008
First Trust Portfolios February 2004 - September 2006
MetLife Investors December 2000 - February 2004
Skills
Investments, Securities, Equities, Wealth Management, Mutual Funds, Series 63, FINRA, Series 6, 401k, Public Speaking, Retirement Planning, Insurance, Sales, Series 7, Wealth Management..., Asset Allocation, Investment Strategies
Education
University of Colorado Boulder 1997 — 2000
BA, COmmunications
Phillip Germann Phillip Germann's Fidelity Investments Experience June 2015 - Present
Job Student at University of Colorado Boulder
Industry Program Development
Experience
Fidelity Investments June 2015 - Present
University of Colorado August 2012 - May 2015
Amen Packaging Inc May 2014 - August 2014
Skills
Microsoft Office, Management, Microsoft Word, Customer Service, Microsoft Excel
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Science (B.S.) Business Administration, Accounting and Finance, Senior
Vesalius College 2013 — 2013
Bachelor of Science (B.S.) Business Administration, Finance, Junior
Fidelity Investments June 2015 - Present
University of Colorado August 2012 - May 2015
Amen Packaging Inc May 2014 - August 2014
Skills
Microsoft Office, Management, Microsoft Word, Customer Service, Microsoft Excel
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Science (B.S.) Business Administration, Accounting and Finance, Senior
Vesalius College 2013 — 2013
Bachelor of Science (B.S.) Business Administration, Finance, Junior
Andrew Killeen Andrew Killeen's Fidelity Investments Experience July 2008 - Present
Job VP of GSE and MBS Trading at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Countrywide Capital Markets July 1999 - September 2007
Countrywide Capital Markets June 1997 - July 1999
Fidelity Investments December 1994 - July 1997
Education
University of Connecticut 1987 — 1991
Bachelor's Degree, Economics
FINRA
Series 24 License
Fidelity Investments July 2008 - Present
Countrywide Capital Markets July 1999 - September 2007
Countrywide Capital Markets June 1997 - July 1999
Fidelity Investments December 1994 - July 1997
Education
University of Connecticut 1987 — 1991
Bachelor's Degree, Economics
FINRA
Series 24 License
Rick Owens, CEBS, Fellow ISCEBS, MBA Rick Owens, CEBS, Fellow ISCEBS, MBA's Fidelity Investments Experience July 1997 - August 2001
Job First Vice President at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2005 - Present
First Horizon Home Loans April 2004 - June 2005
Millennium Bank July 2002 - March 2004
Ceridian Retirement Plan Services August 2001 - June 2002
Fidelity Investments July 1997 - August 2001
CIGNA Retirement Services September 1989 - July 1997
Skills
Retirement, 401k, Pensions, Relationship Development, Sales Presentations, Consulting, Defined Contribution, Qualified Retirement..., Employee Benefits, CRM, Retirement Planning, Retirement Plan..., Defined Benefit, ERISA, Investments, Risk Management, Management, Relationship Management, Financial Services, Mutual Funds, Wealth Management
Education
University of Connecticut 1989 — 1995
MBA, Finance
University of Connecticut 1983 — 1988
BA, Economics-Urban Studies
SunTrust Bank June 2005 - Present
First Horizon Home Loans April 2004 - June 2005
Millennium Bank July 2002 - March 2004
Ceridian Retirement Plan Services August 2001 - June 2002
Fidelity Investments July 1997 - August 2001
CIGNA Retirement Services September 1989 - July 1997
Skills
Retirement, 401k, Pensions, Relationship Development, Sales Presentations, Consulting, Defined Contribution, Qualified Retirement..., Employee Benefits, CRM, Retirement Planning, Retirement Plan..., Defined Benefit, ERISA, Investments, Risk Management, Management, Relationship Management, Financial Services, Mutual Funds, Wealth Management
Education
University of Connecticut 1989 — 1995
MBA, Finance
University of Connecticut 1983 — 1988
BA, Economics-Urban Studies
Anthony Daiss Anthony Daiss's Fidelity Investments Experience June 2015 - Present
Job Corporate Security Officer at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments June 2015 - Present
Best Buy September 2011 - November 2014
Rocky Mountain Offender Managment Systems February 2009 - July 2011
Skills
Customer Service, Word, PowerPoint, Sales, Microsoft Word, Team Leadership, Time Management
Education
University of Colorado at Denver 2011 — 2014
Master of Business Administration (M.B.A.), Leadership and Managment, 3.7
University of Northern Colorado 2004 — 2008
Bachelor of Arts, Criminal Justice, Psychology
Fidelity Investments June 2015 - Present
Best Buy September 2011 - November 2014
Rocky Mountain Offender Managment Systems February 2009 - July 2011
Skills
Customer Service, Word, PowerPoint, Sales, Microsoft Word, Team Leadership, Time Management
Education
University of Colorado at Denver 2011 — 2014
Master of Business Administration (M.B.A.), Leadership and Managment, 3.7
University of Northern Colorado 2004 — 2008
Bachelor of Arts, Criminal Justice, Psychology
Emily Barlow Emily Barlow's Fidelity Investments Experience June 2014 - Present
Job Corporate Audit Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments June 2014 - Present
Western Aluminum June 2012 - June 2014
Private Nanny June 2013 - August 2013
YMCA June 2011 - August 2012
Skills
Accounting, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Fidelity Investments June 2014 - Present
Western Aluminum June 2012 - June 2014
Private Nanny June 2013 - August 2013
YMCA June 2011 - August 2012
Skills
Accounting, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Richard Brennan's Fidelity Investments Experience August 1986 - November 1992
Job Peoplesoft Implementation Project Manager
Industry Information Technology and Services
Experience
Navisite, Inc. March 2008 - Present
Top Gunner Decoys & Furniture 1998 - May 2014
Top Deck Software Engineers 1980 - 2012
Chipotle Mexican Grill September 2002 - September 2007
Logica January 2000 - October 2000
United Illuminating May 1996 - April 1998
Fidelity Investments August 1986 - November 1992
UMass Lowell 1979 - 1981
Arthur D. Little December 1978 - 1979
Liberty Mutual Insurance February 1977 - December 1978
Skills
PeopleSoft, Project Management, Manage Client..., HRIS, SQR, PeopleTools, Integration, Recruiting, Talent Acquisition, SQL, Oracle, Program Management, Payroll, Personnel Management, Change Management, CRM, Production Support, Management, Requirements Analysis, Software Implementation, Business Process, Human Resources, Strategy, Testing, Crystal Reports, Databases, Oracle Applications, Leadership, Professional Services, PMO, Data Conversion, ERP
Education
University of Colorado at Boulder
Civil Engineering
University of Massachusetts - Lowell
Civil Engineering
Navisite, Inc. March 2008 - Present
Top Gunner Decoys & Furniture 1998 - May 2014
Top Deck Software Engineers 1980 - 2012
Chipotle Mexican Grill September 2002 - September 2007
Logica January 2000 - October 2000
United Illuminating May 1996 - April 1998
Fidelity Investments August 1986 - November 1992
UMass Lowell 1979 - 1981
Arthur D. Little December 1978 - 1979
Liberty Mutual Insurance February 1977 - December 1978
Skills
PeopleSoft, Project Management, Manage Client..., HRIS, SQR, PeopleTools, Integration, Recruiting, Talent Acquisition, SQL, Oracle, Program Management, Payroll, Personnel Management, Change Management, CRM, Production Support, Management, Requirements Analysis, Software Implementation, Business Process, Human Resources, Strategy, Testing, Crystal Reports, Databases, Oracle Applications, Leadership, Professional Services, PMO, Data Conversion, ERP
Education
University of Colorado at Boulder
Civil Engineering
University of Massachusetts - Lowell
Civil Engineering
Rich Lyman Rich Lyman's Fidelity Investments Experience July 2014 - Present
Job SVP, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments October 2008 - July 2014
Fidelity Investments January 2006 - September 2008
Fidelity Investments September 2000 - January 2006
Fidelity Investments 1998 - August 2000
Fidelity Investments May 1996 - 1998
Massachusetts Financial Services 1994 - 1996
Skills
Certified Financial...
Education
University of Colorado at Boulder 1989 — 1992
Bachelor of Arts, Economics
Fidelity Investments July 2014 - Present
Fidelity Investments October 2008 - July 2014
Fidelity Investments January 2006 - September 2008
Fidelity Investments September 2000 - January 2006
Fidelity Investments 1998 - August 2000
Fidelity Investments May 1996 - 1998
Massachusetts Financial Services 1994 - 1996
Skills
Certified Financial...
Education
University of Colorado at Boulder 1989 — 1992
Bachelor of Arts, Economics
Christopher Bilcz's Fidelity Investments Experience May 2013 - Present
Job Director of Quality Assurance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
State Street Global Advisors 2005 - April 2013
State Street Global Advisors September 2005 - February 2008
State Street Bank October 2002 - September 2005
State Street November 1999 - October 2002
State Street September 1998 - November 1999
JPMorgan Chase November 1997 - September 1998
JPMorgan Chase 1997 - 1997
State Street 1996 - 1997
State Street 1994 - 1996
Skills
Quality Assurance, SDLC, Software Quality..., Test Automation, Process Improvement, Test Management, Testing, Test Strategy, Team Management, Business Continuity, Test Planning, Requirements Analysis, Quality Center, Business Analysis, Software Project..., Project Management, QTP, Regression Testing, Test Cases
Education
The University of Connecticut 1989 — 1993
Bachelor of Science (B.S.), Finance
Thomaston High School 1986 — 1989
Fidelity Investments May 2013 - Present
State Street Global Advisors 2005 - April 2013
State Street Global Advisors September 2005 - February 2008
State Street Bank October 2002 - September 2005
State Street November 1999 - October 2002
State Street September 1998 - November 1999
JPMorgan Chase November 1997 - September 1998
JPMorgan Chase 1997 - 1997
State Street 1996 - 1997
State Street 1994 - 1996
Skills
Quality Assurance, SDLC, Software Quality..., Test Automation, Process Improvement, Test Management, Testing, Test Strategy, Team Management, Business Continuity, Test Planning, Requirements Analysis, Quality Center, Business Analysis, Software Project..., Project Management, QTP, Regression Testing, Test Cases
Education
The University of Connecticut 1989 — 1993
Bachelor of Science (B.S.), Finance
Thomaston High School 1986 — 1989
David Paye David Paye's Fidelity Investments Experience March 1995 - March 1996
Job Web Developer at TD Bank
Industry Financial Services
Experience
TD Bank June 2001 - Present
The Eleanor Clare Paye Charitable Fund January 2011 - Present
ChooseEnergy June 2000 - June 2001
Raging Bull July 1999 - June 2000
Boston.com April 1998 - July 1999
Community Newspaper Company March 1996 - October 1998
Fidelity Investments March 1995 - March 1996
Skills
Website Development, Social Media, CSS, Web Content Management, Web Design, HTML, Blogging, Social Networking, Content Development, W3C Accessibility, Instructor-led Training, Brightcove Video, Countersoft Gemini..., XML, Google Analytics, Interwoven OpenDeploy, Firebug, Accessibility, HTML 5, Internet Banking, WordPress, Newspapers, Microsoft Office, New Media, E-commerce, Photoshop, Dreamweaver, Banking
Education
University of Connecticut 1990 — 1994
B.A., Political Science
Farmington High School 1986 — 1990
TD Bank June 2001 - Present
The Eleanor Clare Paye Charitable Fund January 2011 - Present
ChooseEnergy June 2000 - June 2001
Raging Bull July 1999 - June 2000
Boston.com April 1998 - July 1999
Community Newspaper Company March 1996 - October 1998
Fidelity Investments March 1995 - March 1996
Skills
Website Development, Social Media, CSS, Web Content Management, Web Design, HTML, Blogging, Social Networking, Content Development, W3C Accessibility, Instructor-led Training, Brightcove Video, Countersoft Gemini..., XML, Google Analytics, Interwoven OpenDeploy, Firebug, Accessibility, HTML 5, Internet Banking, WordPress, Newspapers, Microsoft Office, New Media, E-commerce, Photoshop, Dreamweaver, Banking
Education
University of Connecticut 1990 — 1994
B.A., Political Science
Farmington High School 1986 — 1990
Dan Roiter Dan Roiter's Fidelity Investments Experience June 2007 - August 2007
Job Technical Product Specialist at Cornerstone OnDemand
Industry Human Resources
Experience
Cornerstone OnDemand June 2013 - Present
Capital Group January 2013 - June 2013
Remote Control Productions October 2012 - November 2012
BCS, Incorporated January 2011 - August 2012
Insight Global, Inc September 2009 - November 2010
Fidelity Investments June 2007 - August 2007
Skills
Business Process..., SharePoint, Cognos, Reporting & Analysis, Microsoft Excel 2010, Pivot Tables, Microsoft Excel, DBA, phpMyAdmin, MySQL, Talent Acquisition, Data Analysis, Management, SDLC, Analysis, Recruiting
Education
University of Colorado 2005 — 2009
B.A, Finance
University of Colorado Boulder 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Cornerstone OnDemand June 2013 - Present
Capital Group January 2013 - June 2013
Remote Control Productions October 2012 - November 2012
BCS, Incorporated January 2011 - August 2012
Insight Global, Inc September 2009 - November 2010
Fidelity Investments June 2007 - August 2007
Skills
Business Process..., SharePoint, Cognos, Reporting & Analysis, Microsoft Excel 2010, Pivot Tables, Microsoft Excel, DBA, phpMyAdmin, MySQL, Talent Acquisition, Data Analysis, Management, SDLC, Analysis, Recruiting
Education
University of Colorado 2005 — 2009
B.A, Finance
University of Colorado Boulder 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Christian Ryan Christian Ryan's Fidelity Investments Experience July 2009 - January 2015
Job Experienced Director with proven leadership skills in fastpaced, dynamic, global environments.
Industry Financial Services
Experience
Fidelity Investments July 2009 - January 2015
Fidelity Investments August 2005 - July 2009
Fidelity Investments July 2003 - August 2005
The Orion Group November 2001 - July 2003
WorldStreet Corporation September 2000 - October 2001
Thomson Financial June 1998 - September 2000
Putnam Investments September 1996 - June 1998
Skills
Leadership, Project Management, Process Improvement, Financial Services, Strategy, Strategic Leadership, Thought Leadership, People Skills, Customer Insight, Consumer Insight, Strategic Communications, Corporate Communications, Process Management, Performance Management, Creative Writing, Technical Writing, Strategic Planning, Team Building, Microsoft Office, Customer Service
Education
University of Connecticut 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments July 2009 - January 2015
Fidelity Investments August 2005 - July 2009
Fidelity Investments July 2003 - August 2005
The Orion Group November 2001 - July 2003
WorldStreet Corporation September 2000 - October 2001
Thomson Financial June 1998 - September 2000
Putnam Investments September 1996 - June 1998
Skills
Leadership, Project Management, Process Improvement, Financial Services, Strategy, Strategic Leadership, Thought Leadership, People Skills, Customer Insight, Consumer Insight, Strategic Communications, Corporate Communications, Process Management, Performance Management, Creative Writing, Technical Writing, Strategic Planning, Team Building, Microsoft Office, Customer Service
Education
University of Connecticut 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Frank Hubbell, CFP© ChFC©'s Fidelity Investments Experience October 2006 - Present
Job Vice President, Senior Account Executive at Fidelity Management & Research Co.
Industry Investment Management
Experience
Fidelity Investments October 2006 - Present
UBS Wealth Management October 2001 - October 2006
Education
University of Connecticut 1988 — 1992
Hamden Hall 1982 — 1988
Fidelity Investments October 2006 - Present
UBS Wealth Management October 2001 - October 2006
Education
University of Connecticut 1988 — 1992
Hamden Hall 1982 — 1988
Brian Ream's Fidelity Investments Experience April 2010 - November 2013
Job Systems Design and Delivery Specialist
Industry Financial Services
Experience
Nuance Communications January 2015 - Present
Blue Cross Blue Shield of Massachusetts November 2013 - January 2015
LeapFrog Systems April 2010 - January 2015
Fidelity Investments April 2010 - November 2013
State Street April 2008 - April 2010
State Street January 2005 - April 2008
State Street September 2002 - January 2005
Computer Sciences Corporation August 1998 - August 2002
C.W. Costello & Associates, Inc June 1993 - July 1998
Skills
Software Project..., Unix, Financial Services, Business Analysis, SDLC, Oracle, Consulting, Requirements Gathering, Requirements Analysis, IT Strategy, Integration, Agile Methodologies, Scrum, Business Process, Testing, Project Management
Education
University of Connecticut 1988 — 1993
B.S in Management Information Systems
Tolland High School 1984 — 1988
Nuance U
Nuance U
Nuance U
Nuance U
Nuance U
Nuance Communications January 2015 - Present
Blue Cross Blue Shield of Massachusetts November 2013 - January 2015
LeapFrog Systems April 2010 - January 2015
Fidelity Investments April 2010 - November 2013
State Street April 2008 - April 2010
State Street January 2005 - April 2008
State Street September 2002 - January 2005
Computer Sciences Corporation August 1998 - August 2002
C.W. Costello & Associates, Inc June 1993 - July 1998
Skills
Software Project..., Unix, Financial Services, Business Analysis, SDLC, Oracle, Consulting, Requirements Gathering, Requirements Analysis, IT Strategy, Integration, Agile Methodologies, Scrum, Business Process, Testing, Project Management
Education
University of Connecticut 1988 — 1993
B.S in Management Information Systems
Tolland High School 1984 — 1988
Nuance U
Nuance U
Nuance U
Nuance U
Nuance U
Ken Sullivan's Fidelity Investments Experience 1995 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
BBH September 2010 - January 2013
BBH July 2007 - September 2010
BBH June 2004 - May 2007
BBH July 1998 - May 2004
Fidelity Investments 1995 - 1998
Summit Systems Consulting 1994 - 1995
PFPC (formerly TSSG/First Data IDC) July 1989 - 1994
Skills
Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Product Development, Financial Services, Bloomberg, Derivatives, Capital Markets, Investments, Alternative Investments, Securities Lending, Asset Managment, Trading Systems, Portfolio Management
Education
The University of Connecticut 1984 — 1988
Bachelor of Arts (B.A.), Economics
BBH September 2010 - January 2013
BBH July 2007 - September 2010
BBH June 2004 - May 2007
BBH July 1998 - May 2004
Fidelity Investments 1995 - 1998
Summit Systems Consulting 1994 - 1995
PFPC (formerly TSSG/First Data IDC) July 1989 - 1994
Skills
Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Product Development, Financial Services, Bloomberg, Derivatives, Capital Markets, Investments, Alternative Investments, Securities Lending, Asset Managment, Trading Systems, Portfolio Management
Education
The University of Connecticut 1984 — 1988
Bachelor of Arts (B.A.), Economics
Cathy (Cornellier) Pauly's Fidelity Investments Experience March 2005 - Present
Job Manager, Systems Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2005 - Present
Doreen Evans Associates June 2003 - March 2005
Accenture August 1996 - January 2003
Skills
SDLC, Business Analysis, Requirements Gathering, Program Management, Software Project..., Requirements Analysis, Process Improvement, Financial Services, Business Requirements, Management, Business Process..., Software Development, Project Portfolio..., Derivatives
Education
The University of Connecticut 1992 — 1996
Bachelor of Science (BS), Health Systems Management
Ayer High School
Fidelity Investments March 2005 - Present
Doreen Evans Associates June 2003 - March 2005
Accenture August 1996 - January 2003
Skills
SDLC, Business Analysis, Requirements Gathering, Program Management, Software Project..., Requirements Analysis, Process Improvement, Financial Services, Business Requirements, Management, Business Process..., Software Development, Project Portfolio..., Derivatives
Education
The University of Connecticut 1992 — 1996
Bachelor of Science (BS), Health Systems Management
Ayer High School
Emily Vincent's Fidelity Investments Experience August 2007 - April 2010
Job Instructional Designer at Fidelity Investments
Industry E-Learning
Experience
Fidelity Investments August 2007 - April 2010
Sun Life January 2000 - August 2007
Education
University of Hartford 1995 — 1998
The University of Connecticut 1993 — 1995
Fidelity Investments August 2007 - April 2010
Sun Life January 2000 - August 2007
Education
University of Hartford 1995 — 1998
The University of Connecticut 1993 — 1995
Brooke Pack's Fidelity Investments Experience February 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
UBS May 2014 - January 2015
Fidelity Investments May 2012 - May 2014
Fidelity Investments January 2011 - May 2012
Fidelity Investments May 2009 - December 2010
Fidelity Investments August 2007 - May 2009
JP Morgan Chase May 2005 - August 2007
Skills
Series 7, Series 66, Series 9/10
Education
University of Colorado at Denver 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fidelity Investments February 2015 - Present
UBS May 2014 - January 2015
Fidelity Investments May 2012 - May 2014
Fidelity Investments January 2011 - May 2012
Fidelity Investments May 2009 - December 2010
Fidelity Investments August 2007 - May 2009
JP Morgan Chase May 2005 - August 2007
Skills
Series 7, Series 66, Series 9/10
Education
University of Colorado at Denver 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Matt Connor, CFP®'s Fidelity Investments Experience July 2003 - August 2005
Job VP, National Fundraising Manager PI Channel at Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable January 2015 - Present
Fidelity Charitable April 2013 - January 2015
Fidelity Charitable January 2011 - April 2013
Genesis Capital Advisors January 2009 - January 2011
RMK Associates, LLC May 2008 - December 2008
John Hancock Financial Services August 2005 - May 2008
Fidelity Investments July 2003 - August 2005
Skills
Retirement, Tax, Wealth Management, Sales, Sales Presentations, Life Insurance, Tax Preparation, Team Leadership, Building Relationships, Key Relationships, Key Account Acquisition..., Mutual Funds, Financial Advisory, Nonprofits, Philanthropy, Strategic Financial..., Wealth, Charities, Relationship Management, Alternative Investments, Bonds, High Net Worth..., Pensions, Small Business, Business Planning, Business Relationship..., 401k, Insurance, Investment Advisory, Asset Allocation, Asset Management, Securities, Retirement Planning, Strategic Planning, Financial Services, Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2002
Bachelor of Science, Finance
Bishop Feehan High School 1994 — 1997
Fidelity Charitable January 2015 - Present
Fidelity Charitable April 2013 - January 2015
Fidelity Charitable January 2011 - April 2013
Genesis Capital Advisors January 2009 - January 2011
RMK Associates, LLC May 2008 - December 2008
John Hancock Financial Services August 2005 - May 2008
Fidelity Investments July 2003 - August 2005
Skills
Retirement, Tax, Wealth Management, Sales, Sales Presentations, Life Insurance, Tax Preparation, Team Leadership, Building Relationships, Key Relationships, Key Account Acquisition..., Mutual Funds, Financial Advisory, Nonprofits, Philanthropy, Strategic Financial..., Wealth, Charities, Relationship Management, Alternative Investments, Bonds, High Net Worth..., Pensions, Small Business, Business Planning, Business Relationship..., 401k, Insurance, Investment Advisory, Asset Allocation, Asset Management, Securities, Retirement Planning, Strategic Planning, Financial Services, Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2002
Bachelor of Science, Finance
Bishop Feehan High School 1994 — 1997
Taras Zommers's Fidelity Investments Experience November 1996 - August 2004
Job Technical Lead
Industry Computer Software
Experience
State Street April 2008 - Present
Fidelity Investments November 1996 - August 2004
Skills
Unix, SDLC, Agile Methodologies, SOA, Requirements Analysis, SQL, Enterprise Architecture, Software Project..., Software Development
Education
University of Colorado at Boulder 1983 — 1987
State Street April 2008 - Present
Fidelity Investments November 1996 - August 2004
Skills
Unix, SDLC, Agile Methodologies, SOA, Requirements Analysis, SQL, Enterprise Architecture, Software Project..., Software Development
Education
University of Colorado at Boulder 1983 — 1987
Chris Basoli's Fidelity Investments Experience June 2004 - September 2011
Job Principal Software Engineer at Pinpoint Global Communications
Industry Insurance
Experience
Pinpoint Global Communications August 2011 - Present
Fidelity Investments June 2004 - September 2011
eDeploy June 2000 - December 2003
Customer Insight Company January 1997 - June 2000
Cary Police Department 1992 - 1996
Skills
C#, Visual Studio, Web Services, Microsoft SQL Server, Windows, Test Automation, Silverlight, Flex, Infragistics, RIA, Website Development, Database Applications, Smart Client, Agile Methodologies, ASP.NET, JavaScript, jQuery, HTML 5, ComponentOne
Education
University of Colorado at Denver 1997 — 1999
Master's classes, Software Engineering
Westfield State College 1988 — 1992
Bachelor of Science, Criminal Justice
Pinpoint Global Communications August 2011 - Present
Fidelity Investments June 2004 - September 2011
eDeploy June 2000 - December 2003
Customer Insight Company January 1997 - June 2000
Cary Police Department 1992 - 1996
Skills
C#, Visual Studio, Web Services, Microsoft SQL Server, Windows, Test Automation, Silverlight, Flex, Infragistics, RIA, Website Development, Database Applications, Smart Client, Agile Methodologies, ASP.NET, JavaScript, jQuery, HTML 5, ComponentOne
Education
University of Colorado at Denver 1997 — 1999
Master's classes, Software Engineering
Westfield State College 1988 — 1992
Bachelor of Science, Criminal Justice
Jennifer McBournie's Fidelity Investments Experience
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Business Analysis, Vendor Management, Financial Modeling, Financial Analysis, Finance, Process Improvement, SDLC, Strategic Financial..., Trading, Financial Services, Financial Reporting, Risk Management, Portfolio Management, Corporate Finance, Pricing, Program Management, Relationship Management, Asset Management, Capital Markets, Strategic Planning
Education
University of Colorado at Denver 1990 — 1993
Master of Science (M.S.), Finance
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Business and Finance
Fidelity Investments
Skills
Business Analysis, Vendor Management, Financial Modeling, Financial Analysis, Finance, Process Improvement, SDLC, Strategic Financial..., Trading, Financial Services, Financial Reporting, Risk Management, Portfolio Management, Corporate Finance, Pricing, Program Management, Relationship Management, Asset Management, Capital Markets, Strategic Planning
Education
University of Colorado at Denver 1990 — 1993
Master of Science (M.S.), Finance
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Business and Finance
Bridget Davis's Fidelity Investments Experience August 2003 - May 2004
Job Director of Account Management at Aetna
Industry Insurance
Emre Evren's Fidelity Investments Experience November 2004 - April 2008
Job Continuous Improvement Leader at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group April 2008 - May 2013
Fidelity Investments November 2004 - April 2008
Education
The University of Connecticut 1993 — 1997
Master of Arts (MA), Economics
University of Delaware 1990 — 1992
Master of Arts (MA), International Relations and Affairs
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group April 2008 - May 2013
Fidelity Investments November 2004 - April 2008
Education
The University of Connecticut 1993 — 1997
Master of Arts (MA), Economics
University of Delaware 1990 — 1992
Master of Arts (MA), International Relations and Affairs
Jack LaMattino, PMP's Fidelity Investments Experience March 2015 - Present
Job Director of Operations PaaS Global Support
Industry Information Technology and Services
Experience
Fidelity Investments March 2015 - Present
NC Dept. of Revenue September 2014 - March 2015
SAS 1996 - December 2013
Lockheed Martin Technology 1995 - 1996
UNITED TECHNOLOGIES (CARRIER CORPORATION) 1992 - 1994
Skills
Cloud Computing, Virtualization, Enterprise Architecture, Enterprise Software, VMware, Analytics, Data Center, ITIL Certified, Project Management, Root Cause Analysis, Technology Integration, Resource Management, Vendor Management, Contract Negotiation, IT Service Management, Disaster Recovery, Change Management, Business Continuity, ITIL, Management, Databases, Security, Networking, Process Improvement, System Deployment
Education
The University of Connecticut
Bachelor of Computer Science Engineering
Fidelity Investments March 2015 - Present
NC Dept. of Revenue September 2014 - March 2015
SAS 1996 - December 2013
Lockheed Martin Technology 1995 - 1996
UNITED TECHNOLOGIES (CARRIER CORPORATION) 1992 - 1994
Skills
Cloud Computing, Virtualization, Enterprise Architecture, Enterprise Software, VMware, Analytics, Data Center, ITIL Certified, Project Management, Root Cause Analysis, Technology Integration, Resource Management, Vendor Management, Contract Negotiation, IT Service Management, Disaster Recovery, Change Management, Business Continuity, ITIL, Management, Databases, Security, Networking, Process Improvement, System Deployment
Education
The University of Connecticut
Bachelor of Computer Science Engineering
Andy Kelleher's Fidelity Investments Experience 1992 - May 2010
Job Managing Director, Strategic Enterprise Clients at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF September 2011 - September 2013
TIAA-CREF May 2010 - September 2011
Fidelity Investments 1992 - May 2010
MassMutual Financial Group 1987 - 1992
Skills
401k, Defined Benefit, Series 7, Retirement, Defined Contribution, Series 6, Retirement Plan..., Retirement Planning, Mutual Funds, ERISA, Pensions, Series 24, Profit Sharing, Equities, Financial Services, Investments, Investment Strategies, Wealth Management, Series 63, Securities, Fixed Income, Investment Advisory, Strategic Financial..., FINRA, Asset Allocation
Education
University of Connecticut 1977 — 1981
Bridgton Academy
Pulaski High School
University of Houston
BS, Finance
TIAA-CREF September 2013 - Present
TIAA-CREF September 2011 - September 2013
TIAA-CREF May 2010 - September 2011
Fidelity Investments 1992 - May 2010
MassMutual Financial Group 1987 - 1992
Skills
401k, Defined Benefit, Series 7, Retirement, Defined Contribution, Series 6, Retirement Plan..., Retirement Planning, Mutual Funds, ERISA, Pensions, Series 24, Profit Sharing, Equities, Financial Services, Investments, Investment Strategies, Wealth Management, Series 63, Securities, Fixed Income, Investment Advisory, Strategic Financial..., FINRA, Asset Allocation
Education
University of Connecticut 1977 — 1981
Bridgton Academy
Pulaski High School
University of Houston
BS, Finance
Erin Lloyd's Fidelity Investments Experience May 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments November 2005 - April 2011
Education
University of Colorado Boulder 1991 — 1994
Fidelity Investments May 2011 - Present
Fidelity Investments November 2005 - April 2011
Education
University of Colorado Boulder 1991 — 1994
Derika Brahmer's Fidelity Investments Experience June 2011 - April 2015
Job Vice President Compliance Oversight Program Manager at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
Fidelity Investments June 2011 - April 2015
First Data June 2007 - June 2011
KPMG 2002 - 2007
Education
University of Colorado Boulder - Leeds School of Business
Master's Degree, Business Administration – Accounting
State Street May 2015 - Present
Fidelity Investments June 2011 - April 2015
First Data June 2007 - June 2011
KPMG 2002 - 2007
Education
University of Colorado Boulder - Leeds School of Business
Master's Degree, Business Administration – Accounting
Mary Ellen Mazzola's Fidelity Investments Experience October 2009 - December 2010
Job Sr Risk Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2009 - December 2010
Fidelity Investments 2000 - 2009
USAA 1997 - 1999
Skills
Risk Management, Operational Risk..., Process Improvement, Solution Design, Compliance, Program Management, Internal Controls, Risk, Security, Business Analysis, Enterprise Risk..., SDLC, Business Continuity, Financial Risk, Financial Services
Education
University of Denver - Sturm College of Law 1990 — 1993
University of Colorado Boulder - Leeds School of Business 1988 — 1989
MBA
Fidelity Investments October 2009 - December 2010
Fidelity Investments 2000 - 2009
USAA 1997 - 1999
Skills
Risk Management, Operational Risk..., Process Improvement, Solution Design, Compliance, Program Management, Internal Controls, Risk, Security, Business Analysis, Enterprise Risk..., SDLC, Business Continuity, Financial Risk, Financial Services
Education
University of Denver - Sturm College of Law 1990 — 1993
University of Colorado Boulder - Leeds School of Business 1988 — 1989
MBA
Craig Halica's Fidelity Investments Experience 1996 - 1997
Job VP, Finance
Industry Financial Services
Experience
American Stock Transfer & Trust Co LLC November 2011 - Present
National Financial, a Fidelity Investments company 2003 - October 2011
UBS Financial Services 1998 - 2003
Oxford Health Plans 1997 - 1998
Fidelity Investments 1996 - 1997
Education
University of Connecticut 1991 — 1995
BS, Finance
American Stock Transfer & Trust Co LLC November 2011 - Present
National Financial, a Fidelity Investments company 2003 - October 2011
UBS Financial Services 1998 - 2003
Oxford Health Plans 1997 - 1998
Fidelity Investments 1996 - 1997
Education
University of Connecticut 1991 — 1995
BS, Finance
Brian Taft's Fidelity Investments Experience August 1999 - September 2000
Job Health Systems Manager at Johnson & Johnson
Industry Biotechnology
Experience
Johnson & Johnson November 2014 - Present
Johnson & Johnson January 2009 - November 2014
Centocor February 2006 - January 2009
Centocor March 2005 - February 2006
sanofi-aventis February 2002 - March 2005
PTC October 2001 - February 2002
Forrester Research September 2000 - October 2001
Fidelity Investments August 1999 - September 2000
Skills
Selling, Social Networking, Negotiation, Pharmaceuticals, Biotechnology, Coaching, Mentoring, Training & Development, Academic, Teamwork, Cross-functional Team..., Infusion, Managed Care
Education
The University of Connecticut 1995 — 1999
Business, Marketing
Johnson & Johnson November 2014 - Present
Johnson & Johnson January 2009 - November 2014
Centocor February 2006 - January 2009
Centocor March 2005 - February 2006
sanofi-aventis February 2002 - March 2005
PTC October 2001 - February 2002
Forrester Research September 2000 - October 2001
Fidelity Investments August 1999 - September 2000
Skills
Selling, Social Networking, Negotiation, Pharmaceuticals, Biotechnology, Coaching, Mentoring, Training & Development, Academic, Teamwork, Cross-functional Team..., Infusion, Managed Care
Education
The University of Connecticut 1995 — 1999
Business, Marketing
Laura Rosenfeld's Fidelity Investments Experience September 1990 - August 1993
Job Director of Program Development at Diakonia, Inc.
Industry Program Development
Experience
Diakonia, Inc. 2013 - Present
The Corvus Group, Inc. April 2011 - Present
Corvus Group, Inc. May 2010 - March 2011
Corvus Group, Inc. May 2009 - January 2010
Copier1.com February 2002 - July 2007
Allmerica Financial August 1993 - February 2002
Fidelity Investments September 1990 - August 1993
Wear To Next, LLC 1986 - 1990
Fidelity Investments 1981 - 1986
Skills
Management, Strategic Planning, Microsoft Office, Financial Analysis, Microsoft Excel, Banking, Budgets, Strategy, Team Building, Project Management, Product Management, New Business Development, Account Management, Marketing, Team Leadership, Sales, Leadership, Business Development
Education
University of Colorado Boulder
BA, French
Diakonia, Inc. 2013 - Present
The Corvus Group, Inc. April 2011 - Present
Corvus Group, Inc. May 2010 - March 2011
Corvus Group, Inc. May 2009 - January 2010
Copier1.com February 2002 - July 2007
Allmerica Financial August 1993 - February 2002
Fidelity Investments September 1990 - August 1993
Wear To Next, LLC 1986 - 1990
Fidelity Investments 1981 - 1986
Skills
Management, Strategic Planning, Microsoft Office, Financial Analysis, Microsoft Excel, Banking, Budgets, Strategy, Team Building, Project Management, Product Management, New Business Development, Account Management, Marketing, Team Leadership, Sales, Leadership, Business Development
Education
University of Colorado Boulder
BA, French
Nathan Thomsen, CFP®'s Fidelity Investments Experience October 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2015 - Present
Fidelity Investments March 2013 - Present
Gartner January 2012 - July 2012
Sagemark Consulting September 2007 - January 2012
Barnum Financial Group 2005 - 2007
Morgan Stanley 2003 - 2005
Education
The University of Connecticut 1999 — 2003
Business Administration, Marketing
Xavier High School
Fidelity Investments October 2015 - Present
Fidelity Investments March 2013 - Present
Gartner January 2012 - July 2012
Sagemark Consulting September 2007 - January 2012
Barnum Financial Group 2005 - 2007
Morgan Stanley 2003 - 2005
Education
The University of Connecticut 1999 — 2003
Business Administration, Marketing
Xavier High School
Beckie Brooks's Fidelity Investments Experience May 2010 - May 2014
Job Consumer Experience Manager at BCBSNC
Industry Insurance
Experience
BCBSNC May 2014 - Present
Fidelity Investments May 2010 - May 2014
Fidelity Investments October 2007 - May 2010
RE/MAX Flagship April 2002 - January 2006
Pequot Properties June 2000 - April 2002
DeWolfe April 1999 - June 2000
Buffum & Rossin October 1998 - April 1999
Healthrax Fitness and Wellness Center December 1996 - June 1998
Skills
Leadership, Customer Service, Program Management, Coaching, Marketing, Team Leadership, Sales, Management, Finance, Negotiation, Training, Client Relations, Strategic Planning, Account Management, Team Building, Process Improvement, Customer Experience, Analysis, Strategy, New Business Development, Program Development, Health and Wellness..., Leadership and..., Internal Communications, Individual and Group..., Measurement and..., Business Analysis, Customer Retention, Financial Services, Marketing Strategy, Banking, Customer Experience..., Customer Satisfaction
Education
University of Connecticut
Bachelor of Science, Exercise Science/Fitness Management
BCBSNC May 2014 - Present
Fidelity Investments May 2010 - May 2014
Fidelity Investments October 2007 - May 2010
RE/MAX Flagship April 2002 - January 2006
Pequot Properties June 2000 - April 2002
DeWolfe April 1999 - June 2000
Buffum & Rossin October 1998 - April 1999
Healthrax Fitness and Wellness Center December 1996 - June 1998
Skills
Leadership, Customer Service, Program Management, Coaching, Marketing, Team Leadership, Sales, Management, Finance, Negotiation, Training, Client Relations, Strategic Planning, Account Management, Team Building, Process Improvement, Customer Experience, Analysis, Strategy, New Business Development, Program Development, Health and Wellness..., Leadership and..., Internal Communications, Individual and Group..., Measurement and..., Business Analysis, Customer Retention, Financial Services, Marketing Strategy, Banking, Customer Experience..., Customer Satisfaction
Education
University of Connecticut
Bachelor of Science, Exercise Science/Fitness Management
Alex Maus's Fidelity Investments Experience April 2007 - August 2007
Job Account Services Representative
Industry Financial Services
Experience
United States Marine Corps. 2009 - Present
Eaton Vance January 2010 - February 2013
TouchPoint Global Inc January 2008 - January 2009
Fidelity Investments April 2007 - August 2007
Skills
Microsoft Office, Team Leadership, Investments, Microsoft Excel, Risk Management, Customer Service, Operations Management, Asset Managment, Financial Analysis, Mutual Funds, PowerPoint, Analysis, Training, Securities, Microsoft Word, Outlook, Strategic Planning, Project Management, Recruiting, Sales
Education
The University of Connecticut 2004 — 2008
Bachelor of Science, Business Administration; Finance
United States Marine Corps. 2009 - Present
Eaton Vance January 2010 - February 2013
TouchPoint Global Inc January 2008 - January 2009
Fidelity Investments April 2007 - August 2007
Skills
Microsoft Office, Team Leadership, Investments, Microsoft Excel, Risk Management, Customer Service, Operations Management, Asset Managment, Financial Analysis, Mutual Funds, PowerPoint, Analysis, Training, Securities, Microsoft Word, Outlook, Strategic Planning, Project Management, Recruiting, Sales
Education
The University of Connecticut 2004 — 2008
Bachelor of Science, Business Administration; Finance
Jason Matthies's Fidelity Investments Experience 2006 - Present
Job VP, Relationship Management, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
Education
University of Colorado Boulder
BA, Economics
Fidelity Investments 2006 - Present
Education
University of Colorado Boulder
BA, Economics
Tom Wesnak's Fidelity Investments Experience 2000 - 2007
Job Systems Consultant at USA Self Employed
Industry Information Technology and Services
Experience
USA Self Employed June 2009 - Present
Fidelity Investments 2000 - 2007
Liberty Mutual November 1993 - August 2000
Skills
Oracle, Unix, Databases, Business Analysis, Agile Methodologies, SDLC, Integration, C#, Java, Data Warehousing, JavaScript, Quality Assurance, Requirements Analysis, PL/SQL, Visio, SQL, Requirements Gathering, Software Development, Vendor Management, Business Intelligence, ODM, ILOG
Education
University of Connecticut 1974 — 1978
B.A., Economics, Computer Science
USA Self Employed June 2009 - Present
Fidelity Investments 2000 - 2007
Liberty Mutual November 1993 - August 2000
Skills
Oracle, Unix, Databases, Business Analysis, Agile Methodologies, SDLC, Integration, C#, Java, Data Warehousing, JavaScript, Quality Assurance, Requirements Analysis, PL/SQL, Visio, SQL, Requirements Gathering, Software Development, Vendor Management, Business Intelligence, ODM, ILOG
Education
University of Connecticut 1974 — 1978
B.A., Economics, Computer Science
April (April Hagan) Johnson's Fidelity Investments Experience March 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
TRIO High School Upward Bound, MSU Denver 2009 - 2014
The Madison Group, Inc 2007 - 2009
Level 3 Communications 2005 - 2007
Skills
Account Management, Business Development, Customer Service, B2B, Solution Selling, Marketing Strategy, Management, Marketing, Higher Education, Higher Education..., Financial Reporting, Financial Analysis, Data Analysis, Brand Development, Project Management, Project Planning, Customer Relations, Relationship Management, Relationship Building, Presentation Skills, Employee Training, Meeting Planning, Meeting Scheduling
Education
University of Colorado Denver
Bachelor of Science (BS), Finance and Financial Management Services
Fidelity Investments March 2015 - Present
TRIO High School Upward Bound, MSU Denver 2009 - 2014
The Madison Group, Inc 2007 - 2009
Level 3 Communications 2005 - 2007
Skills
Account Management, Business Development, Customer Service, B2B, Solution Selling, Marketing Strategy, Management, Marketing, Higher Education, Higher Education..., Financial Reporting, Financial Analysis, Data Analysis, Brand Development, Project Management, Project Planning, Customer Relations, Relationship Management, Relationship Building, Presentation Skills, Employee Training, Meeting Planning, Meeting Scheduling
Education
University of Colorado Denver
Bachelor of Science (BS), Finance and Financial Management Services
Mark Orzechowski's Fidelity Investments Experience June 2009 - August 2010
Job Area Executive Vice President Vice President at Arthur J. Gallagher & Co.
Industry Human Resources
Experience
Arthur J. Gallagher & Co. August 2010 - Present
Fidelity Investments June 2009 - August 2010
Risk Strategies Company February 2008 - June 2009
Buck Consultants 2005 - 2008
Aon Consulting May 2001 - November 2004
Buck Consultants September 1996 - May 2001
CIGNA 1988 - 1993
Skills
Benefits Administration, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Leadership, Strategic Planning, Strategy, Underwriting
Education
University of Connecticut 1984 — 1988
BA, Economics
Arthur J. Gallagher & Co. August 2010 - Present
Fidelity Investments June 2009 - August 2010
Risk Strategies Company February 2008 - June 2009
Buck Consultants 2005 - 2008
Aon Consulting May 2001 - November 2004
Buck Consultants September 1996 - May 2001
CIGNA 1988 - 1993
Skills
Benefits Administration, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Leadership, Strategic Planning, Strategy, Underwriting
Education
University of Connecticut 1984 — 1988
BA, Economics
Lane Mabbett's Fidelity Investments Experience August 2002 - June 2005
Job Principal Systems Service Support at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Life Insurance June 2005 - Present
Fidelity Investments August 2002 - June 2005
Fidelity Investments January 2000 - August 2002
Electronic Data Systems June 1995 - January 2000
Education
University of Colorado Boulder 1986 — 1990
BA, Political Science
Fidelity Investments Life Insurance June 2005 - Present
Fidelity Investments August 2002 - June 2005
Fidelity Investments January 2000 - August 2002
Electronic Data Systems June 1995 - January 2000
Education
University of Colorado Boulder 1986 — 1990
BA, Political Science
Chris Wheeler, MCR's Fidelity Investments Experience 1995 - Present
Job Sr. Director Client Service at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
First Interstate Bank of Denver 1992 - 1995
KDC Architects 1990 - 1992
Design Development Consortium 1988 - 1990
RNL Design 1983 - 1988
Pellegren Corp. 1981 - 1983
Skills
Corporate Real Estate, Portfolio Management, Property Management, Vendor Management, Due Diligence, Commercial Real Estate, Relationship Management, Business Strategy, Financial Services, Mergers & Acquisitions, Risk Management, Construction Management, Process Improvement, Business Development, Executive Management, Project Portfolio..., Project Delivery, Business Analysis, Outsourcing, Strategy, Business Process..., Financial Modeling, Governance, Leadership, Operations Management, CRM, Contract Management, Management, Finance, Change Management
Education
University of Colorado Denver
Masters, Architecture
University of North Carolina at Charlotte
BA, Architecture
Fidelity Investments 1995 - Present
First Interstate Bank of Denver 1992 - 1995
KDC Architects 1990 - 1992
Design Development Consortium 1988 - 1990
RNL Design 1983 - 1988
Pellegren Corp. 1981 - 1983
Skills
Corporate Real Estate, Portfolio Management, Property Management, Vendor Management, Due Diligence, Commercial Real Estate, Relationship Management, Business Strategy, Financial Services, Mergers & Acquisitions, Risk Management, Construction Management, Process Improvement, Business Development, Executive Management, Project Portfolio..., Project Delivery, Business Analysis, Outsourcing, Strategy, Business Process..., Financial Modeling, Governance, Leadership, Operations Management, CRM, Contract Management, Management, Finance, Change Management
Education
University of Colorado Denver
Masters, Architecture
University of North Carolina at Charlotte
BA, Architecture
William Beck's Fidelity Investments Experience November 2007 - May 2010
Job Senior Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates February 2010 - Present
Fidelity Investments November 2007 - May 2010
Interoute May 2006 - September 2006
Skills
Financial Modeling, Fixed Income, Alternative Investments, Emerging Markets, Credit, Investment Strategies, Bonds, Due Diligence, Microsoft Excel, High Yield, Investment Advisory, Research, M&A due diligence, Leveraged Finance, Inter-personal, Loans, Asset Allocation, Fixed Asset Management, Frontier Markets, Equities, Municipal Bonds, Portfolio Management, White Papers, Asset Management, Investments, Mutual Funds, Securities
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master of Science (MS), Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Finance
Edgewood High School
Wilshire Associates February 2010 - Present
Fidelity Investments November 2007 - May 2010
Interoute May 2006 - September 2006
Skills
Financial Modeling, Fixed Income, Alternative Investments, Emerging Markets, Credit, Investment Strategies, Bonds, Due Diligence, Microsoft Excel, High Yield, Investment Advisory, Research, M&A due diligence, Leveraged Finance, Inter-personal, Loans, Asset Allocation, Fixed Asset Management, Frontier Markets, Equities, Municipal Bonds, Portfolio Management, White Papers, Asset Management, Investments, Mutual Funds, Securities
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master of Science (MS), Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Finance
Edgewood High School
Joseph Uzzo's Fidelity Investments Experience
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
401k, Financial Services, Mutual Funds, Investments, Retirement, Process Improvement, Project Management, Series 63, Leadership, Strategic Planning
Education
University of Colorado at Boulder 1986 — 1989
Bachelor of Arts (BA)
Fidelity Investments
Skills
401k, Financial Services, Mutual Funds, Investments, Retirement, Process Improvement, Project Management, Series 63, Leadership, Strategic Planning
Education
University of Colorado at Boulder 1986 — 1989
Bachelor of Arts (BA)
Sarah Mazzadra's Fidelity Investments Experience April 2014 - April 2015
Job Relationship Manager at Fidelity Investments
Industry Investment Management
Experience
MassMutual Financial Group April 2015 - Present
Fidelity Investments April 2014 - April 2015
ING Investment Management November 2012 - March 2014
The Hartford February 2008 - October 2012
Webster Bank 2006 - 2008
Smith Barney 2004 - 2006
Apple Tree Children's Center October 2002 - February 2004
Skills
Series 6, Retirement, Insurance, Process Improvement, Employee Benefits, Mutual Funds, Investments, Financial Services, Fixed Annuities, 401k, Series 7, Series 63, Building Relationships, Qualified Retirement..., IRAs, 401k Rollovers, Client Services, Defined Contribution, Relationship Management, Roth IRA, Retirement Planning, Wealth Management...
Education
University of Connecticut 1998 — 2002
BS, Human Development and Family Studies
MassMutual Financial Group April 2015 - Present
Fidelity Investments April 2014 - April 2015
ING Investment Management November 2012 - March 2014
The Hartford February 2008 - October 2012
Webster Bank 2006 - 2008
Smith Barney 2004 - 2006
Apple Tree Children's Center October 2002 - February 2004
Skills
Series 6, Retirement, Insurance, Process Improvement, Employee Benefits, Mutual Funds, Investments, Financial Services, Fixed Annuities, 401k, Series 7, Series 63, Building Relationships, Qualified Retirement..., IRAs, 401k Rollovers, Client Services, Defined Contribution, Relationship Management, Roth IRA, Retirement Planning, Wealth Management...
Education
University of Connecticut 1998 — 2002
BS, Human Development and Family Studies
Jonathan Eliot's Fidelity Investments Experience 1998 - 2002
Job Director of Business Development at Conference Edge
Industry Computer Software
Experience
Conference Edge April 2013 - Present
Topeka Capital Markets, Inc 2012 - 2013
Avian Securities 2008 - 2012
J.P. Morgan 2005 - 2008
Finkle and Company 2002 - 2005
Fidelity Investments 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Event Planning, Project Management, Account Management, Leadership, Sales, Fundraising, Event Management, Entrepreneurship, New Business Development, Business Strategy, Equity Research, Start-ups, Business Planning, Marketing Strategy, Capital Markets, Investments, Management, Portfolio Management, Asset Management, Trading, Hedge Funds, Securities
Education
University of Colorado at Boulder 1991 — 1994
Bachelor of Arts (B.A.), Economics and History
Conference Edge April 2013 - Present
Topeka Capital Markets, Inc 2012 - 2013
Avian Securities 2008 - 2012
J.P. Morgan 2005 - 2008
Finkle and Company 2002 - 2005
Fidelity Investments 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Event Planning, Project Management, Account Management, Leadership, Sales, Fundraising, Event Management, Entrepreneurship, New Business Development, Business Strategy, Equity Research, Start-ups, Business Planning, Marketing Strategy, Capital Markets, Investments, Management, Portfolio Management, Asset Management, Trading, Hedge Funds, Securities
Education
University of Colorado at Boulder 1991 — 1994
Bachelor of Arts (B.A.), Economics and History
William Moffly's Fidelity Investments Experience September 1992 - October 2003
Job Head of Distribution
Industry Investment Management
Experience
BofA Global Capital Management November 2003 - Present
Fidelity Investments September 1992 - October 2003
Kidder Peabody November 1984 - September 1991
Skills
Fixed Income, Asset Management, Investments, Mutual Funds, Series 7, Banking, Financial Services, Wealth Management
Education
University of Colorado Boulder 1979 — 1983
Bachelor of Arts (BA), Economics
BofA Global Capital Management November 2003 - Present
Fidelity Investments September 1992 - October 2003
Kidder Peabody November 1984 - September 1991
Skills
Fixed Income, Asset Management, Investments, Mutual Funds, Series 7, Banking, Financial Services, Wealth Management
Education
University of Colorado Boulder 1979 — 1983
Bachelor of Arts (BA), Economics
Matthew Treschitta's Fidelity Investments Experience October 2010 - October 2011
Job Research Associate at Heikkinen Energy Advisors
Industry Investment Banking
Experience
Heikkinen Energy Advisors January 2014 - December 2014
Forbes Mergers & Acquisitions July 2013 - January 2014
MSF Enterprises, LLC February 2013 - June 2013
Investment Professionals, Inc. February 2012 - October 2012
Fidelity Investments October 2010 - October 2011
Skills
Financial Analysis, Equity Research, Economics, Market Analysis, Alternative Investments, Investment Strategies, Derivatives, Trading, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Microsoft Excel, Fixed Income Research, Portfolio Management, Portfolio Optimization, Management, Securities Analysis, Financial Institutions..., Quantitative Finance, Quantitative Research, Fundamental Analysis, Options, Oil Analysis, Energy Industry
Education
University of Colorado at Boulder 2005 — 2010
BA, Economics
Heikkinen Energy Advisors January 2014 - December 2014
Forbes Mergers & Acquisitions July 2013 - January 2014
MSF Enterprises, LLC February 2013 - June 2013
Investment Professionals, Inc. February 2012 - October 2012
Fidelity Investments October 2010 - October 2011
Skills
Financial Analysis, Equity Research, Economics, Market Analysis, Alternative Investments, Investment Strategies, Derivatives, Trading, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Microsoft Excel, Fixed Income Research, Portfolio Management, Portfolio Optimization, Management, Securities Analysis, Financial Institutions..., Quantitative Finance, Quantitative Research, Fundamental Analysis, Options, Oil Analysis, Energy Industry
Education
University of Colorado at Boulder 2005 — 2010
BA, Economics
Christopher Weigand - MBA's Fidelity Investments Experience February 2001 - September 2002
Job Investment Accountant
Industry Investment Management
Experience
Asset Management Company in Farmington, CT November 2008 - Present
MassMutual Financial Group May 2006 - November 2008
Babson Capital Management March 2005 - April 2006
Citigroup May 2004 - March 2005
MassMutual - MML Investors Services, Inc January 2004 - May 2004
Babson Capital, LLC October 2003 - January 2004
Morgan Stanley January 2003 - July 2003
Fidelity Investments February 2001 - September 2002
Liberty Funds Group August 1999 - February 2001
Investors Bank and Trust February 1999 - August 1999
Skills
Investments, Accounting, Derivatives, General Ledger, Insurance, Mutual Funds, Financial Reporting, Excel, Bloomberg, Word, PowerPoint, Access, Microsoft Office, SOX, SAP, Fixed Income, Financial Accounting, Equities, Alternative Investments, Finance, Hedge Funds, Microsoft Excel
Education
University of Connecticut 2005 — 2010
Master of Business Administration, Finance and Management
The University of Connecticut 1994 — 1998
Bachelor of Science, Business Administration; Finance
Asset Management Company in Farmington, CT November 2008 - Present
MassMutual Financial Group May 2006 - November 2008
Babson Capital Management March 2005 - April 2006
Citigroup May 2004 - March 2005
MassMutual - MML Investors Services, Inc January 2004 - May 2004
Babson Capital, LLC October 2003 - January 2004
Morgan Stanley January 2003 - July 2003
Fidelity Investments February 2001 - September 2002
Liberty Funds Group August 1999 - February 2001
Investors Bank and Trust February 1999 - August 1999
Skills
Investments, Accounting, Derivatives, General Ledger, Insurance, Mutual Funds, Financial Reporting, Excel, Bloomberg, Word, PowerPoint, Access, Microsoft Office, SOX, SAP, Fixed Income, Financial Accounting, Equities, Alternative Investments, Finance, Hedge Funds, Microsoft Excel
Education
University of Connecticut 2005 — 2010
Master of Business Administration, Finance and Management
The University of Connecticut 1994 — 1998
Bachelor of Science, Business Administration; Finance
Joe Rhee's Fidelity Investments Experience May 2007 - October 2010
Job Regional Annuity Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Transamerica Financial Advisors, Inc. June 2013 - October 2014
Transamerica August 2012 - June 2013
Curian Capital November 2010 - July 2012
Fidelity Investments May 2007 - October 2010
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Variable Annuities, Separately Managed..., Sales Process, Finance, Series 65, Investment Strategies, Qualified Retirement..., Investment Management, 401k, Management, Selling, IRAs, Securities, Insurance, Financial Advisory, Asset Allocation, Retirement, FINRA, Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities
Education
University of Colorado Denver
BA, Economics
Charles Schwab November 2014 - Present
Transamerica Financial Advisors, Inc. June 2013 - October 2014
Transamerica August 2012 - June 2013
Curian Capital November 2010 - July 2012
Fidelity Investments May 2007 - October 2010
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Variable Annuities, Separately Managed..., Sales Process, Finance, Series 65, Investment Strategies, Qualified Retirement..., Investment Management, 401k, Management, Selling, IRAs, Securities, Insurance, Financial Advisory, Asset Allocation, Retirement, FINRA, Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities
Education
University of Colorado Denver
BA, Economics
Christopher De Santis's Fidelity Investments Experience March 2012 - May 2013
Job Wealth Management Associate at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management May 2013 - Present
Fidelity Investments March 2012 - May 2013
Deutsche Bank March 2007 - March 2012
Deutsche Bank Securities Inc March 2007 - March 2012
FactSet Research Systems, Inc. March 2005 - March 2007
Commercial Real Estate Broker-Investment Sales December 2003 - March 2005
Reuters America Inc April 2002 - December 2003
Skills
Series 7, Series 66, Bloomberg Terminal, Fixed Income, Equities, Portfolio Management, Investments, Bonds, Trading, Finance, Hedge Funds, Asset Management, Analysis, MBS, Asset Allocation, Wealth Management
Education
The University of Connecticut 1997 — 2001
Bachelors of Science, Business Administration; Finance
St. Lukes School 1994 — 1997
Business, Finance
Morgan Stanley Wealth Management May 2013 - Present
Fidelity Investments March 2012 - May 2013
Deutsche Bank March 2007 - March 2012
Deutsche Bank Securities Inc March 2007 - March 2012
FactSet Research Systems, Inc. March 2005 - March 2007
Commercial Real Estate Broker-Investment Sales December 2003 - March 2005
Reuters America Inc April 2002 - December 2003
Skills
Series 7, Series 66, Bloomberg Terminal, Fixed Income, Equities, Portfolio Management, Investments, Bonds, Trading, Finance, Hedge Funds, Asset Management, Analysis, MBS, Asset Allocation, Wealth Management
Education
The University of Connecticut 1997 — 2001
Bachelors of Science, Business Administration; Finance
St. Lukes School 1994 — 1997
Business, Finance
Andrew McCully's Fidelity Investments Experience 1996 - 2002
Job Vp, Senior Trust Advisor at Resume
Industry Financial Services
Experience
United Bankshares, Inc December 2006 - Present
Resume December 2006 - Present
Fidelity Investments 1996 - 2002
Skills
Credit, Banking
Education
University of Connecticut
United Bankshares, Inc December 2006 - Present
Resume December 2006 - Present
Fidelity Investments 1996 - 2002
Skills
Credit, Banking
Education
University of Connecticut
Zachary Hanners's Fidelity Investments Experience June 2013 - Present
Job High Net Worth Service Associate II at Fidelity Investments
Industry Sports
Experience
Fidelity Investments June 2013 - Present
Sprint Nextel May 2010 - June 2013
776 Original Marketing May 2011 - August 2011
Colorado Mammoth Lacrosse Organization January 2010 - May 2010
Education
University of Colorado at Colorado Springs 2007 — 2011
BS in Business, Sport Management
Fidelity Investments June 2013 - Present
Sprint Nextel May 2010 - June 2013
776 Original Marketing May 2011 - August 2011
Colorado Mammoth Lacrosse Organization January 2010 - May 2010
Education
University of Colorado at Colorado Springs 2007 — 2011
BS in Business, Sport Management
Christopher Collin's Fidelity Investments Experience 2005 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2005 - 2012
Education
The University of Connecticut 2001 — 2004
Bachelor of Science (B.S.), Mathematics
Fidelity Investments 2005 - 2012
Education
The University of Connecticut 2001 — 2004
Bachelor of Science (B.S.), Mathematics
Gregory Bernhardt's Fidelity Investments Experience March 1991 - June 1993
Job Financial planner at Sammons Securities
Industry Financial Services
Experience
Sammons Securities July 2009 - Present
Investors Capital Corp. March 2000 - June 2009
Royal Alliance Associates, INC July 1993 - February 2000
Fidelity Investments March 1991 - June 1993
Merrill Lynch July 1987 - March 1991
Skills
Strategic Financial..., Retirement planning, Income planning, Estate planning
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Accounting
Sammons Securities July 2009 - Present
Investors Capital Corp. March 2000 - June 2009
Royal Alliance Associates, INC July 1993 - February 2000
Fidelity Investments March 1991 - June 1993
Merrill Lynch July 1987 - March 1991
Skills
Strategic Financial..., Retirement planning, Income planning, Estate planning
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Accounting
Tiffany Dugas's Fidelity Investments Experience May 2010 - September 2014
Job VP FINANCIAL CONSULTANT at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Fidelity Investments May 2010 - September 2014
Fidelity Investments December 2007 - May 2010
Skills
Series 7, Financial Planning, Series 63, Retirement Planning, Financial Services, Mutual Funds
Education
University of Colorado Colorado Springs 2002 — 2006
Bachelor's Degree, Business Administration and Management, General, 3.5
Charles Schwab September 2014 - Present
Fidelity Investments May 2010 - September 2014
Fidelity Investments December 2007 - May 2010
Skills
Series 7, Financial Planning, Series 63, Retirement Planning, Financial Services, Mutual Funds
Education
University of Colorado Colorado Springs 2002 — 2006
Bachelor's Degree, Business Administration and Management, General, 3.5
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank