Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Jill Powers Jill Powers's Fidelity Investments Experience May 2014 - Present
Job SPS Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments December 1997 - January 2003
Unum January 1994 - November 1997
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Interpersonal Skills, Project Management, Customer Relations
Education
University of Dayton 1988 — 1992
Bachelor's degree, Political Science
Fidelity Investments May 2014 - Present
Fidelity Investments December 1997 - January 2003
Unum January 1994 - November 1997
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Interpersonal Skills, Project Management, Customer Relations
Education
University of Dayton 1988 — 1992
Bachelor's degree, Political Science
Tyler Broehm Tyler Broehm's Fidelity Investments Experience June 2006 - April 2007
Job Fund Accounting Manager
Industry Financial Services
Experience
SS&C GlobeOp March 2015 - Present
Woodfield Fund Administration, LLC January 2011 - February 2015
J.P. Morgan April 2007 - January 2011
Fidelity Investments June 2006 - April 2007
Skills
Hedge Funds, Securities, Mutual Funds, Investments, Accounting, Microsoft Office, Fund Accounting, Financial Accounting, Alternative Investments, Cash, Excel, Compliance, Bloomberg, Funding, Reconciliation, Customer Relations, Pricing, Administration, Analysis, Word, PowerPoint, Credit, Customer Service, Valuation, Equities, Process Improvement, Series 7, Problem Solving, SharePoint, Cash Management, Project Management, Project Planning, Software Implementation, Solution Implementation, Investment Portfolio, Private Equity, Family Office, Account Reconciliation, Bank Reconciliation, Onboarding
Education
Xavier University - School of Business Administration 2007 — 2009
Master of Business Administration (MBA)
University of Dayton 2001 — 2006
Bachelor of Science (B.S.), Finance, General
University of Dayton 2001 — 2006
Bachelor of Arts (B.A.), History
SS&C GlobeOp March 2015 - Present
Woodfield Fund Administration, LLC January 2011 - February 2015
J.P. Morgan April 2007 - January 2011
Fidelity Investments June 2006 - April 2007
Skills
Hedge Funds, Securities, Mutual Funds, Investments, Accounting, Microsoft Office, Fund Accounting, Financial Accounting, Alternative Investments, Cash, Excel, Compliance, Bloomberg, Funding, Reconciliation, Customer Relations, Pricing, Administration, Analysis, Word, PowerPoint, Credit, Customer Service, Valuation, Equities, Process Improvement, Series 7, Problem Solving, SharePoint, Cash Management, Project Management, Project Planning, Software Implementation, Solution Implementation, Investment Portfolio, Private Equity, Family Office, Account Reconciliation, Bank Reconciliation, Onboarding
Education
Xavier University - School of Business Administration 2007 — 2009
Master of Business Administration (MBA)
University of Dayton 2001 — 2006
Bachelor of Science (B.S.), Finance, General
University of Dayton 2001 — 2006
Bachelor of Arts (B.A.), History
Jennifer Kremer Jennifer Kremer's Fidelity Investments Experience November 2007 - November 2008
Job Senior Financial Consultant, Individual Client Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Phone Pro August 2010 - July 2011
American Funds November 2008 - August 2010
Fidelity Investments November 2007 - November 2008
TIAA-CREF August 2005 - November 2007
Merrill Lynch April 2002 - August 2005
Accenture January 2000 - February 2002
Education
University of Dayton 1995 — 1999
Bachelors of Science, Business Adminsatration
TIAA-CREF July 2011 - Present
Phone Pro August 2010 - July 2011
American Funds November 2008 - August 2010
Fidelity Investments November 2007 - November 2008
TIAA-CREF August 2005 - November 2007
Merrill Lynch April 2002 - August 2005
Accenture January 2000 - February 2002
Education
University of Dayton 1995 — 1999
Bachelors of Science, Business Adminsatration
Michael Vonderhaar, CISA Michael Vonderhaar, CISA's Fidelity Investments Experience January 2015 - July 2015
Job Senior IT Risk Analyst at Fifth Third Bank
Industry Information Technology and Services
Experience
Fifth Third Bank July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments July 2013 - December 2014
Fifth Third Bank December 2012 - June 2013
Fifth Third Bank February 2012 - December 2012
Fifth Third Bank July 2010 - January 2012
Miller-Valentine Group August 2009 - April 2010
Deloitte & Touche LLP June 2009 - August 2009
Great American Insurance Co. May 2007 - August 2007
Morgan Hoffman Insurance Agency June 2006 - August 2006
Skills
Visio, SharePoint, BMC Remedy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Process Improvement, Auditing, Risk Management, Interpersonal Skill, Risk Assessment, Teamwork, Time Management, Project Management
Education
University of Dayton 2006 — 2010
Bachelor of Science, Business Administration
Moeller High School 2002 — 2006
Fifth Third Bank July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments July 2013 - December 2014
Fifth Third Bank December 2012 - June 2013
Fifth Third Bank February 2012 - December 2012
Fifth Third Bank July 2010 - January 2012
Miller-Valentine Group August 2009 - April 2010
Deloitte & Touche LLP June 2009 - August 2009
Great American Insurance Co. May 2007 - August 2007
Morgan Hoffman Insurance Agency June 2006 - August 2006
Skills
Visio, SharePoint, BMC Remedy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Process Improvement, Auditing, Risk Management, Interpersonal Skill, Risk Assessment, Teamwork, Time Management, Project Management
Education
University of Dayton 2006 — 2010
Bachelor of Science, Business Administration
Moeller High School 2002 — 2006
Frank Albano's Fidelity Investments Experience July 2012 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments January 2007 - July 2012
Fidelity Investments August 2005 - January 2007
Fidelity Investments January 2000 - August 2005
Fidelity Investments August 1996 - January 2000
Skills
Trading Systems, Cash Management, Money Market Funds, Fixed Income Technology, Application Portfolio..., Trading, SDLC, Sybase, Requirements Analysis, Requirements Gathering, Websphere, Business Process, Agile Methodologies, Systems Analysis, Disaster Recovery, Software Project..., Informatica, PMP, Enterprise Architecture, Business Analysis, Business Requirements, Agile Project Management, Waterfall, SOA, Data Warehousing, Vendor Management, SQL
Education
University of Connecticut 1993 — 1996
Fidelity Investments July 2012 - Present
Fidelity Investments January 2007 - July 2012
Fidelity Investments August 2005 - January 2007
Fidelity Investments January 2000 - August 2005
Fidelity Investments August 1996 - January 2000
Skills
Trading Systems, Cash Management, Money Market Funds, Fixed Income Technology, Application Portfolio..., Trading, SDLC, Sybase, Requirements Analysis, Requirements Gathering, Websphere, Business Process, Agile Methodologies, Systems Analysis, Disaster Recovery, Software Project..., Informatica, PMP, Enterprise Architecture, Business Analysis, Business Requirements, Agile Project Management, Waterfall, SOA, Data Warehousing, Vendor Management, SQL
Education
University of Connecticut 1993 — 1996
Dan Grill, PMP Dan Grill, PMP's Fidelity Investments Experience 2001 - 2002
Job President at Joseph Engineering & Automation
Industry Industrial Automation
Experience
Joseph Engineering & Automation July 2012 - Present
VEAPS, Inc. July 2009 - January 2013
Nestle USA July 2009 - June 2011
PharmaPAC, Inc June 2006 - February 2010
Roche Diagnostics 2006 - 2008
Eli Lilly 2002 - 2006
Fidelity Investments 2001 - 2002
Lockwood Greene 1996 - 2001
Hilton Davis 1994 - 1994
Procter & Gamble 1990 - 1992
Skills
Process Engineering, Automation, Manufacturing, Validation, FDA, GMP, Change Control, Six Sigma, Process Improvement, Process Control, Engineering, Root Cause Analysis, Project Management, Continuous Improvement, Process Optimization, Process Simulation, Medical Devices, Quality System, Lean Manufacturing, Cross-functional Team..., Pharmaceutical Industry, Computer System..., Process Automation, 21 CFR Part 11, Strategic Leadership, Operations Improvement, Control Systems Design, PLC, GAMP, Factory, Troubleshooting, ISO, Software Documentation, Quality Management, Instrumentation, Commissioning, Supply Chain, R&D, Engineering Management, SCADA, FMEA, Project Engineering
Education
University of Dayton 1984 — 1988
BS, Chemical Engineering
St. Pius X (Atlanta) 1982 — 1984
High Shool
Moeller (Cincinnati) 1980 — 1982
High School
Joseph Engineering & Automation July 2012 - Present
VEAPS, Inc. July 2009 - January 2013
Nestle USA July 2009 - June 2011
PharmaPAC, Inc June 2006 - February 2010
Roche Diagnostics 2006 - 2008
Eli Lilly 2002 - 2006
Fidelity Investments 2001 - 2002
Lockwood Greene 1996 - 2001
Hilton Davis 1994 - 1994
Procter & Gamble 1990 - 1992
Skills
Process Engineering, Automation, Manufacturing, Validation, FDA, GMP, Change Control, Six Sigma, Process Improvement, Process Control, Engineering, Root Cause Analysis, Project Management, Continuous Improvement, Process Optimization, Process Simulation, Medical Devices, Quality System, Lean Manufacturing, Cross-functional Team..., Pharmaceutical Industry, Computer System..., Process Automation, 21 CFR Part 11, Strategic Leadership, Operations Improvement, Control Systems Design, PLC, GAMP, Factory, Troubleshooting, ISO, Software Documentation, Quality Management, Instrumentation, Commissioning, Supply Chain, R&D, Engineering Management, SCADA, FMEA, Project Engineering
Education
University of Dayton 1984 — 1988
BS, Chemical Engineering
St. Pius X (Atlanta) 1982 — 1984
High Shool
Moeller (Cincinnati) 1980 — 1982
High School
Ernest McNeill, CPA, CFA Ernest McNeill, CPA, CFA's Fidelity Investments Experience August 2010 - December 2013
Job Senior Finance Executive, Financial Services
Industry Financial Services
Experience
The Phoenix Companies, Inc. August 2014 - Present
Fidelity Investments August 2010 - December 2013
Hartford Life Insurance Company 2003 - 2010
Hartford Investment Management Company 1997 - 2003
Office of the State Treasurer 1995 - 1997
Advest Bank 1993 - 1995
PriceWaterhouseCoopers (Coopers & Lybrand) 1986 - 1993
Skills
Finance, Financial Reporting, Corporate Finance, Internal Controls, Auditing, Accounting, Financial Services, Analysis, Corporate Governance, Securities, Leadership, Banking, Insurance, Executive Management, Investor Relations, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Managerial Finance, Risk Management, Financial Modeling, SEC filings, Financial Accounting
Education
The University of Connecticut 1998 — 2001
MBA, Finance
The University of Connecticut 1982 — 1986
Bachelor of Science, Accounting
The Phoenix Companies, Inc. August 2014 - Present
Fidelity Investments August 2010 - December 2013
Hartford Life Insurance Company 2003 - 2010
Hartford Investment Management Company 1997 - 2003
Office of the State Treasurer 1995 - 1997
Advest Bank 1993 - 1995
PriceWaterhouseCoopers (Coopers & Lybrand) 1986 - 1993
Skills
Finance, Financial Reporting, Corporate Finance, Internal Controls, Auditing, Accounting, Financial Services, Analysis, Corporate Governance, Securities, Leadership, Banking, Insurance, Executive Management, Investor Relations, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Managerial Finance, Risk Management, Financial Modeling, SEC filings, Financial Accounting
Education
The University of Connecticut 1998 — 2001
MBA, Finance
The University of Connecticut 1982 — 1986
Bachelor of Science, Accounting
John Natale John Natale's Fidelity Investments Experience August 2014 - February 2015
Job Sales Analyst
Industry Investment Management
Experience
J.P. Morgan Asset Management March 2015 - Present
Fidelity Investments August 2014 - February 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments January 2013 - December 2013
Aerotek July 2012 - December 2012
Century Securities Associates, Inc. April 2011 - May 2012
U.S. House of Representatives July 2011 - August 2011
NuFlux LLC May 2009 - January 2011
Education
University of Dayton 2008 — 2012
Bachelor of Science in Business Administration, Finance, Economics, Senior
J.P. Morgan Asset Management March 2015 - Present
Fidelity Investments August 2014 - February 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments January 2013 - December 2013
Aerotek July 2012 - December 2012
Century Securities Associates, Inc. April 2011 - May 2012
U.S. House of Representatives July 2011 - August 2011
NuFlux LLC May 2009 - January 2011
Education
University of Dayton 2008 — 2012
Bachelor of Science in Business Administration, Finance, Economics, Senior
Chip Russo Chip Russo's Fidelity Investments Experience 1996 - Present
Job Treasurer at Pyramis Global Advisors (the Institutional Investment Arm of Fidelity Investments)
Industry Financial Services
Experience
Fidelity Investments 1996 - Present
440 Financial Group 1990 - 1996
Fidelity Investments 1985 - 1990
Polaroid 1984 - 1985
Coopers&Lybrand (PWC) 1980 - 1982
Education
Whittier College
Master of Business Administration (MBA)
University of Dayton 1976 — 1980
Accounting
Fidelity Investments 1996 - Present
440 Financial Group 1990 - 1996
Fidelity Investments 1985 - 1990
Polaroid 1984 - 1985
Coopers&Lybrand (PWC) 1980 - 1982
Education
Whittier College
Master of Business Administration (MBA)
University of Dayton 1976 — 1980
Accounting
Andrew Heiden's Fidelity Investments Experience April 2007 - January 2013
Job Comms & Media Analyst at 84.51
Industry Financial Services
Experience
84.51˚ July 2015 - Present
JPMorgan Chase January 2013 - July 2015
Fidelity Investments April 2007 - January 2013
Wells Fargo Financial May 2006 - March 2007
Skills
SAS programming, SQL, Investments, Microsoft Excel, VBA, Equity Research, Economic Research, Bloomberg, Fixed Income Analysis, Microsoft Office
Education
Xavier University 2008 — 2011
MBA
University of Dayton 2002 — 2006
BS, Economics and Finance
84.51˚ July 2015 - Present
JPMorgan Chase January 2013 - July 2015
Fidelity Investments April 2007 - January 2013
Wells Fargo Financial May 2006 - March 2007
Skills
SAS programming, SQL, Investments, Microsoft Excel, VBA, Equity Research, Economic Research, Bloomberg, Fixed Income Analysis, Microsoft Office
Education
Xavier University 2008 — 2011
MBA
University of Dayton 2002 — 2006
BS, Economics and Finance
Richard Michalowski Richard Michalowski's Fidelity Investments Experience 1997 - 1999
Job Head Trader at Maritime Capital, LLC
Industry Investment Management
Experience
Maritime Capital, LLC March 2014 - Present
Citigroup August 2011 - March 2014
Kai Management Group May 2010 - August 2011
New Energy Fund, LP December 2008 - May 2010
Battenkill Capital December 2006 - December 2008
Millennium Partners, LP 2006 - 2007
BLM Investment Securities 1999 - 2006
Fidelity Investments 1997 - 1999
People's Securities, Inc. 1995 - 1997
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Proprietary Trading, Commodity, Risk Management, Market Making, 63 Licenses, Trading, Hedge Funds, Series 7, Mutual Funds, Investment Management, Options, Investments, Investment Banking
Education
University of Connecticut 1991 — 1996
BS, Business
Maritime Capital, LLC March 2014 - Present
Citigroup August 2011 - March 2014
Kai Management Group May 2010 - August 2011
New Energy Fund, LP December 2008 - May 2010
Battenkill Capital December 2006 - December 2008
Millennium Partners, LP 2006 - 2007
BLM Investment Securities 1999 - 2006
Fidelity Investments 1997 - 1999
People's Securities, Inc. 1995 - 1997
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Proprietary Trading, Commodity, Risk Management, Market Making, 63 Licenses, Trading, Hedge Funds, Series 7, Mutual Funds, Investment Management, Options, Investments, Investment Banking
Education
University of Connecticut 1991 — 1996
BS, Business
Suzanne Roberts Suzanne Roberts's Fidelity Investments Experience January 2011 - Present
Job Director of Solution Delivery at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments September 2005 - December 2010
Collaborative Consulting September 2003 - September 2005
Accenture (Formerly Andersen Consulting) June 1997 - September 2003
Skills
Financial Services, PMO, Project Portfolio..., Project Management, Requirements Gathering, Business Process..., PMP, Vendor Management, Business Analysis, Software Project..., Program Management, Business Case, Business Process..., Requirements Analysis, Project Delivery, Retail Banking, Deferred Compensation, 401k, Process Improvement, Management
Education
University of Connecticut 1993 — 1995
MPA, Public Administration
The University of Connecticut 1989 — 1995
Masters of Public Administration, Public Affairs
Ledyard High School 1985 — 1989
General Studies High School Diploma, General Studies
Fidelity Investments January 2011 - Present
Fidelity Investments September 2005 - December 2010
Collaborative Consulting September 2003 - September 2005
Accenture (Formerly Andersen Consulting) June 1997 - September 2003
Skills
Financial Services, PMO, Project Portfolio..., Project Management, Requirements Gathering, Business Process..., PMP, Vendor Management, Business Analysis, Software Project..., Program Management, Business Case, Business Process..., Requirements Analysis, Project Delivery, Retail Banking, Deferred Compensation, 401k, Process Improvement, Management
Education
University of Connecticut 1993 — 1995
MPA, Public Administration
The University of Connecticut 1989 — 1995
Masters of Public Administration, Public Affairs
Ledyard High School 1985 — 1989
General Studies High School Diploma, General Studies
Megan Anacker Megan Anacker's Fidelity Investments Experience May 2007 - July 2008
Job Sr. Project Coordinator at HewlettPackard
Industry Computer Networking
Experience
Hewlett-Packard May 2013 - Present
Luxottica Retail September 2011 - March 2013
British Telecom July 2008 - September 2011
Fidelity Investments May 2007 - July 2008
Skills
Project Management, Vendor Management, Account Management, Program Management, Team Leadership, Business Analysis, SharePoint, Team Building, Training, Management, Networking, Leadership, PMO, Visio, Access, Analysis, Microsoft Excel, PMP
Education
University of Dayton 2003 — 2007
Communications and Marketing
Hewlett-Packard May 2013 - Present
Luxottica Retail September 2011 - March 2013
British Telecom July 2008 - September 2011
Fidelity Investments May 2007 - July 2008
Skills
Project Management, Vendor Management, Account Management, Program Management, Team Leadership, Business Analysis, SharePoint, Team Building, Training, Management, Networking, Leadership, PMO, Visio, Access, Analysis, Microsoft Excel, PMP
Education
University of Dayton 2003 — 2007
Communications and Marketing
Jennifer Lincoln's Fidelity Investments Experience February 2007 - January 2008
Job Implementation Manager at Tufts Health Plan
Industry Hospital & Health Care
Experience
Tufts Health Plan November 2014 - Present
Tufts Health Plan March 2012 - November 2014
Tufts Health Plan February 2008 - March 2012
Fidelity Investments February 2007 - January 2008
Capitol Films July 2006 - November 2006
WBCN May 2004 - August 2004
Skills
Insurance, Customer Service, Health Insurance, Managed Care, Medicare, Employee Benefits, Account Management, Healthcare, Microsoft Office, Process Improvement
Education
University of Connecticut 2002 — 2006
BA, Journalism
Tufts Health Plan November 2014 - Present
Tufts Health Plan March 2012 - November 2014
Tufts Health Plan February 2008 - March 2012
Fidelity Investments February 2007 - January 2008
Capitol Films July 2006 - November 2006
WBCN May 2004 - August 2004
Skills
Insurance, Customer Service, Health Insurance, Managed Care, Medicare, Employee Benefits, Account Management, Healthcare, Microsoft Office, Process Improvement
Education
University of Connecticut 2002 — 2006
BA, Journalism
Leonard James Leonard James's Fidelity Investments Experience September 2005 - November 2005
Job Account Executive at Travelers
Industry Insurance
Experience
The Hanover Insurance Group April 2015 - Present
Travelers June 2012 - April 2015
Travelers April 2010 - June 2012
Travelers November 2008 - June 2012
Travelers November 2008 - April 2010
Hanover Insurance Group April 2006 - October 2008
Fidelity Investments September 2005 - November 2005
Skills
Word, SharePoint, Excel, Visio, ArcView, MS Project, Access, Underwriting, Training & Development, Insurance, Microsoft Office, Outlook, PowerPoint, Product Development, Quality Assurance, Customer Relations, Risk Management, Teaching, Vendor Management, Commercial Lines, Customer Service, Microsoft Excel, Strategy, Employee Training, Microsoft Word, Training, Workers Compensation, Property, Casualty Insurance, Analysis, Liability, Umbrella Insurance, General Insurance, Professional Liability, Commercial Insurance
Education
The University of Connecticut 2001 — 2005
B.A; B.A, Political Science; History
University of Connecticut 2001 — 2005
B.A., Political Science, History
The Hanover Insurance Group April 2015 - Present
Travelers June 2012 - April 2015
Travelers April 2010 - June 2012
Travelers November 2008 - June 2012
Travelers November 2008 - April 2010
Hanover Insurance Group April 2006 - October 2008
Fidelity Investments September 2005 - November 2005
Skills
Word, SharePoint, Excel, Visio, ArcView, MS Project, Access, Underwriting, Training & Development, Insurance, Microsoft Office, Outlook, PowerPoint, Product Development, Quality Assurance, Customer Relations, Risk Management, Teaching, Vendor Management, Commercial Lines, Customer Service, Microsoft Excel, Strategy, Employee Training, Microsoft Word, Training, Workers Compensation, Property, Casualty Insurance, Analysis, Liability, Umbrella Insurance, General Insurance, Professional Liability, Commercial Insurance
Education
The University of Connecticut 2001 — 2005
B.A; B.A, Political Science; History
University of Connecticut 2001 — 2005
B.A., Political Science, History
Nick DePilla's Fidelity Investments Experience September 2007 - April 2008
Job Compliance Officer at Regal Securities, Inc.
Industry Investment Management
Experience
Regal Securities, Inc. December 2011 - Present
Aviva Investors 2015 - 2015
Aviva Investors 2015 - 2015
Aviva Investors 2015 - 2015
Northwestern Mutual Finance Network December 2009 - December 2011
Mont Clare Lanes April 2008 - January 2010
Keefe, Bruyette November 2009 - December 2009
Fidelity Investments September 2007 - April 2008
Skills
Investments, Portfolio Management, Mutual Funds, Finance, Analysis, Trading, Asset Allocation, Management, Financial Reporting, CRM, Financial Markets, FINRA, AML, Series 63, Securities, Series 7, Asset Management, Financial Services, Financial Analysis
Education
University of Dayton 2003 — 2007
Bachelor of Science, Entrepreneurship; Finance, Leadership
University of Dayton- Italiaidea 2005 — 2005
Bachelors of Science, Finance
Regal Securities, Inc. December 2011 - Present
Aviva Investors 2015 - 2015
Aviva Investors 2015 - 2015
Aviva Investors 2015 - 2015
Northwestern Mutual Finance Network December 2009 - December 2011
Mont Clare Lanes April 2008 - January 2010
Keefe, Bruyette November 2009 - December 2009
Fidelity Investments September 2007 - April 2008
Skills
Investments, Portfolio Management, Mutual Funds, Finance, Analysis, Trading, Asset Allocation, Management, Financial Reporting, CRM, Financial Markets, FINRA, AML, Series 63, Securities, Series 7, Asset Management, Financial Services, Financial Analysis
Education
University of Dayton 2003 — 2007
Bachelor of Science, Entrepreneurship; Finance, Leadership
University of Dayton- Italiaidea 2005 — 2005
Bachelors of Science, Finance
Stephen Mothes Stephen Mothes's Fidelity Investments Experience September 2014 - Present
Job Sr. SPS Executive Services Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments November 2013 - September 2014
Fidelity Investments April 2012 - October 2013
University of Connecticut Department of Residential Life May 2010 - December 2011
University of Connecticut Dept. of Recreation August 2008 - December 2011
Laconia Savings Bank May 2009 - August 2009
Regal Entertainment Group December 2005 - January 2008
Skills
Customer Service, Retail, PowerPoint, Word, Excel, Marketing, Microsoft Word
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts, American Studies
Fidelity Investments September 2014 - Present
Fidelity Investments November 2013 - September 2014
Fidelity Investments April 2012 - October 2013
University of Connecticut Department of Residential Life May 2010 - December 2011
University of Connecticut Dept. of Recreation August 2008 - December 2011
Laconia Savings Bank May 2009 - August 2009
Regal Entertainment Group December 2005 - January 2008
Skills
Customer Service, Retail, PowerPoint, Word, Excel, Marketing, Microsoft Word
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts, American Studies
Christine Playforth Christine Playforth's Fidelity Investments Experience January 2014 - Present
Job Site Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments April 2010 - December 2013
Fidelity Investments January 2010 - April 2010
Fidelity Investments May 2008 - December 2009
Fidelity Investments October 2006 - April 2008
Fidelity Investments May 2005 - September 2006
Fidelity Investments 1999 - April 2006
Skills
Series 7, Series 9/10
Education
University of Dayton 1989 — 1993
BS, Accounting
Xavier University
MBA
Fidelity Investments January 2014 - Present
Fidelity Investments April 2010 - December 2013
Fidelity Investments January 2010 - April 2010
Fidelity Investments May 2008 - December 2009
Fidelity Investments October 2006 - April 2008
Fidelity Investments May 2005 - September 2006
Fidelity Investments 1999 - April 2006
Skills
Series 7, Series 9/10
Education
University of Dayton 1989 — 1993
BS, Accounting
Xavier University
MBA
Christopher Fries Christopher Fries's Fidelity Investments Experience August 2005 - January 2008
Job Realtor at OwnerLand Realty
Industry Financial Services
Experience
OwnerLand Realty July 2009 - Present
Re/Max Unlimited March 2008 - June 2009
Fidelity Investments August 2005 - January 2008
Fidelity Investments May 2004 - August 2005
Fidelity Investments August 2001 - May 2004
Skills
Real Estate, Investments, Residential Homes, Investment Properties, Asset Managment, Real Estate Transactions, First Time Home Buyers, Condos, Selling, Sellers, Property Management, Short Sales, Relocation, Foreclosures, Investors
Education
Xavier University - School of Business Administration 2003 — 2005
MBA
University of Dayton 1997 — 2001
B.S. Business M.S. Business Administation, Finance
McNicholas HS
OwnerLand Realty July 2009 - Present
Re/Max Unlimited March 2008 - June 2009
Fidelity Investments August 2005 - January 2008
Fidelity Investments May 2004 - August 2005
Fidelity Investments August 2001 - May 2004
Skills
Real Estate, Investments, Residential Homes, Investment Properties, Asset Managment, Real Estate Transactions, First Time Home Buyers, Condos, Selling, Sellers, Property Management, Short Sales, Relocation, Foreclosures, Investors
Education
Xavier University - School of Business Administration 2003 — 2005
MBA
University of Dayton 1997 — 2001
B.S. Business M.S. Business Administation, Finance
McNicholas HS
Richard Eaton Richard Eaton's Fidelity Investments Experience August 2006 - September 2007
Job Vice President, Proxy Solutions at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services February 2014 - Present
Boston Financial Data Services February 2013 - February 2014
D. F. King & Co., Inc. August 2011 - February 2013
The Colbent Corporation September 2007 - February 2012
Fidelity Investments August 2006 - September 2007
Computershare July 2005 - July 2006
EquiServe June 1999 - July 2005
Skills
Financial Services, Business Analysis, Corporate Actions
Education
University of Massachusetts Boston 1996 — 1999
Economics
University of Connecticut 1994 — 1996
Boston Financial Data Services February 2014 - Present
Boston Financial Data Services February 2013 - February 2014
D. F. King & Co., Inc. August 2011 - February 2013
The Colbent Corporation September 2007 - February 2012
Fidelity Investments August 2006 - September 2007
Computershare July 2005 - July 2006
EquiServe June 1999 - July 2005
Skills
Financial Services, Business Analysis, Corporate Actions
Education
University of Massachusetts Boston 1996 — 1999
Economics
University of Connecticut 1994 — 1996
James Connors James Connors's Fidelity Investments Experience March 2015 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments July 2014 - March 2015
Fidelity Investments June 2013 - August 2013
State Street Bank June 2012 - July 2012
Education
The University of Connecticut 2010 — 2014
Bachelor of Economics and Bachelor of Political Science, Economics, Political Science
Fidelity Investments March 2015 - Present
Fidelity Investments July 2014 - March 2015
Fidelity Investments June 2013 - August 2013
State Street Bank June 2012 - July 2012
Education
The University of Connecticut 2010 — 2014
Bachelor of Economics and Bachelor of Political Science, Economics, Political Science
Michelle Teixeira Michelle Teixeira's Fidelity Investments Experience December 2014 - Present
Job Senior Relationship Manager
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments April 2012 - December 2014
People's United Bank February 2011 - April 2012
People's United Bank July 2007 - February 2011
Skills
Interpersonal..., Analytical Skills, Microsoft Office, Highly detail oriented, High Level Of Accuracy, Series 7, Series 63, Series 24, Series 66, Events Coordination, Seminars
Education
The University of Connecticut 2003 — 2007
Bachelor of Science (B.S.), Business and Technology with a concentration in Finance and Risk Management
Fidelity Investments December 2014 - Present
Fidelity Investments April 2012 - December 2014
People's United Bank February 2011 - April 2012
People's United Bank July 2007 - February 2011
Skills
Interpersonal..., Analytical Skills, Microsoft Office, Highly detail oriented, High Level Of Accuracy, Series 7, Series 63, Series 24, Series 66, Events Coordination, Seminars
Education
The University of Connecticut 2003 — 2007
Bachelor of Science (B.S.), Business and Technology with a concentration in Finance and Risk Management
Luis Anthony Rios Luis Anthony Rios's Fidelity Investments Experience August 2005 - December 2007
Job U.S. Instrument Reference Data Manager
Industry Banking
Experience
Barclays Investment Bank November 2013 - Present
Barclays Investment Bank April 2009 - October 2013
Barclays Investment Bank March 2008 - March 2009
Fidelity Investments August 2005 - December 2007
Avalon Partners Inc January 2005 - August 2005
Skills
Bloomberg, Options, Middle Office, Reference Data, Equity Derivatives, Structured Products, Series 7, Bonds, Process Improvement, Fixed Income, Series 63, Microsoft Excel, Microsoft Office, Sophis, Bloomberg Terminal, ESM, PowerPoint, Access, Remote Desktop, Options Strategies, Equity Research, Analysis, UAT coordination, System Testing, Training, Team Leadership, Process Migration, Software Implementation, Strategic Planning, Customer Service, Derivatives, Business Analysis, Securities, Back Office, Financial Services, Equity Trading, Market Data, Futures, SQL, Microsoft SQL Server, Big Data
Education
University of Connecticut 1999 — 2003
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Barclays Investment Bank November 2013 - Present
Barclays Investment Bank April 2009 - October 2013
Barclays Investment Bank March 2008 - March 2009
Fidelity Investments August 2005 - December 2007
Avalon Partners Inc January 2005 - August 2005
Skills
Bloomberg, Options, Middle Office, Reference Data, Equity Derivatives, Structured Products, Series 7, Bonds, Process Improvement, Fixed Income, Series 63, Microsoft Excel, Microsoft Office, Sophis, Bloomberg Terminal, ESM, PowerPoint, Access, Remote Desktop, Options Strategies, Equity Research, Analysis, UAT coordination, System Testing, Training, Team Leadership, Process Migration, Software Implementation, Strategic Planning, Customer Service, Derivatives, Business Analysis, Securities, Back Office, Financial Services, Equity Trading, Market Data, Futures, SQL, Microsoft SQL Server, Big Data
Education
University of Connecticut 1999 — 2003
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Kevin Bukvic's Fidelity Investments Experience August 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Charles Schwab January 2013 - August 2014
Cleveland Indians April 2012 - January 2013
Cleveland Browns August 2011 - May 2012
Dayton Silverbacks Indoor Football January 2011 - May 2011
Kennedy Union & Conference Services January 2007 - May 2011
University of Dayton Sport Marketing 2009 - 2010
Education
University of Dayton 2007 — 2011
Sport Management, Marketing, Communications
Cleveland St. Ignatius High School 2003 — 2007
diploma
Fidelity Investments August 2014 - Present
Charles Schwab January 2013 - August 2014
Cleveland Indians April 2012 - January 2013
Cleveland Browns August 2011 - May 2012
Dayton Silverbacks Indoor Football January 2011 - May 2011
Kennedy Union & Conference Services January 2007 - May 2011
University of Dayton Sport Marketing 2009 - 2010
Education
University of Dayton 2007 — 2011
Sport Management, Marketing, Communications
Cleveland St. Ignatius High School 2003 — 2007
diploma
Sarah Costello Sarah Costello's Fidelity Investments Experience January 2007 - April 2011
Job Senior Process Architect at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance May 2014 - Present
BridgePoint Group, LLC January 2013 - May 2014
Aon Hewitt July 2011 - December 2012
Fidelity Investments January 2007 - April 2011
Fidelity Investments March 2004 - January 2007
Axcelis Technologies September 1999 - January 2004
Axcelis Technologies September 1999 - November 2000
GE June 1985 - August 1999
Skills
Process Improvement, Onboarding, Financial Services, Cross-functional Team..., Operations Management, Six Sigma, Customer Satisfaction, Strategy, Program Management, Lean Manufacturing, Outsourcing, Management, Leadership, Business Process, Operational Excellence, Risk Management, Continuous Improvement, Forecasting
Education
GE MANAGEMENT DEVELOPMENT INSTITUTE 1985 — 2000
General Electric Financial Mgmt Program 1985 — 1987
FMP, Finance
The University of Connecticut 1981 — 1985
BS, Finance
Liberty Mutual Insurance May 2014 - Present
BridgePoint Group, LLC January 2013 - May 2014
Aon Hewitt July 2011 - December 2012
Fidelity Investments January 2007 - April 2011
Fidelity Investments March 2004 - January 2007
Axcelis Technologies September 1999 - January 2004
Axcelis Technologies September 1999 - November 2000
GE June 1985 - August 1999
Skills
Process Improvement, Onboarding, Financial Services, Cross-functional Team..., Operations Management, Six Sigma, Customer Satisfaction, Strategy, Program Management, Lean Manufacturing, Outsourcing, Management, Leadership, Business Process, Operational Excellence, Risk Management, Continuous Improvement, Forecasting
Education
GE MANAGEMENT DEVELOPMENT INSTITUTE 1985 — 2000
General Electric Financial Mgmt Program 1985 — 1987
FMP, Finance
The University of Connecticut 1981 — 1985
BS, Finance
Matthew Hyres's Fidelity Investments Experience October 2014 - Present
Job Senior Workplace Guidance Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments February 2014 - October 2014
Hilton Grand Vacations May 2012 - December 2013
TradeKing June 2011 - October 2011
Full Sail University August 2010 - June 2011
Dial America Marketing June 2010 - August 2010
Community Mental Health Affiliates, Inc. September 2008 - May 2010
Great American Restaurants October 2007 - March 2008
Skills
Sales, Program Management, Training, Call Centers, Customer Service, Teamwork, Microsoft Office, Investments, Finance
Education
The University of Connecticut 2004 — 2007
Bachelor of Arts, Psychology/Neuroscience Criminal Justice (Minor)
Fidelity Investments October 2014 - Present
Fidelity Investments February 2014 - October 2014
Hilton Grand Vacations May 2012 - December 2013
TradeKing June 2011 - October 2011
Full Sail University August 2010 - June 2011
Dial America Marketing June 2010 - August 2010
Community Mental Health Affiliates, Inc. September 2008 - May 2010
Great American Restaurants October 2007 - March 2008
Skills
Sales, Program Management, Training, Call Centers, Customer Service, Teamwork, Microsoft Office, Investments, Finance
Education
The University of Connecticut 2004 — 2007
Bachelor of Arts, Psychology/Neuroscience Criminal Justice (Minor)
Mark Zonno Mark Zonno's Fidelity Investments Experience November 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Ameriprise Financial Services, Inc. January 2003 - November 2011
Morgan Stanley April 1999 - September 2001
Bureau of National Affairs (BNA) January 1983 - December 1993
Skills
Wealth Management, Complex Retirement...
Education
University of Dayton 1975 — 1979
Bachelor of Science, Business Management
Fidelity Investments November 2011 - Present
Ameriprise Financial Services, Inc. January 2003 - November 2011
Morgan Stanley April 1999 - September 2001
Bureau of National Affairs (BNA) January 1983 - December 1993
Skills
Wealth Management, Complex Retirement...
Education
University of Dayton 1975 — 1979
Bachelor of Science, Business Management
Michael Maryo Michael Maryo's Fidelity Investments Experience June 1994 - December 1995
Job Microsoft Solution Specialist OH/KY/IN/MI
Industry Information Technology and Services
Experience
Strategic Sourcing, Inc. August 2010 - April 2013
Softchoice October 2003 - June 2010
Pomeroy IT Solutions 2003 - 2007
Software Plus 2003 - 2007
CompuCom March 1999 - October 2003
ENTEX Information Services December 1995 - March 1999
Fidelity Investments June 1994 - December 1995
Skills
Software Licensing..., Software Asset..., Cloud Computing, Cloud Marketing, Network Security, IT Management, IT Strategy, IT Solutions, Microsoft Licensing, Office 365, Educational Technology, VMware, SharePoint, Powershell, Software Licensing, Security, Sales, Channel Partners, Solution Selling, Resellers, Virtualization, Sales Process, Account Management, Management, Professional Services, SaaS, Enterprise Software
Education
University of Dayton 1991 — 1995
Electrical Engineering / Programming
Strategic Sourcing, Inc. August 2010 - April 2013
Softchoice October 2003 - June 2010
Pomeroy IT Solutions 2003 - 2007
Software Plus 2003 - 2007
CompuCom March 1999 - October 2003
ENTEX Information Services December 1995 - March 1999
Fidelity Investments June 1994 - December 1995
Skills
Software Licensing..., Software Asset..., Cloud Computing, Cloud Marketing, Network Security, IT Management, IT Strategy, IT Solutions, Microsoft Licensing, Office 365, Educational Technology, VMware, SharePoint, Powershell, Software Licensing, Security, Sales, Channel Partners, Solution Selling, Resellers, Virtualization, Sales Process, Account Management, Management, Professional Services, SaaS, Enterprise Software
Education
University of Dayton 1991 — 1995
Electrical Engineering / Programming
Grace Curtis Grace Curtis's Fidelity Investments Experience January 2004 - March 2010
Job Senior Product Manager
Industry Information Technology and Services
Experience
Pearson North America May 2012 - Present
Salesforce.com December 2010 - April 2012
Fidelity Investments January 2004 - March 2010
Fidelity Investments January 1995 - December 2004
Fidelity Investments January 1990 - January 1994
Skills
Business Strategy, Salesforce.com, Business Analysis, Microsoft Office, Project Management, Sales, Leadership, Business Process, Strategic Planning, Management, Cross-functional Team..., Integration, CRM, Analysis, Strategy, Cloud Computing, Enterprise Software, Product Management, SaaS, Enterprise Architecture, Sales Process
Education
University of Connecticut
B.A, English
Pearson North America May 2012 - Present
Salesforce.com December 2010 - April 2012
Fidelity Investments January 2004 - March 2010
Fidelity Investments January 1995 - December 2004
Fidelity Investments January 1990 - January 1994
Skills
Business Strategy, Salesforce.com, Business Analysis, Microsoft Office, Project Management, Sales, Leadership, Business Process, Strategic Planning, Management, Cross-functional Team..., Integration, CRM, Analysis, Strategy, Cloud Computing, Enterprise Software, Product Management, SaaS, Enterprise Architecture, Sales Process
Education
University of Connecticut
B.A, English
Jennifer Grinter Jennifer Grinter's Fidelity Investments Experience November 2014 - Present
Job at
Industry Real Estate
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments August 2010 - Present
LG Real Estate May 2007 - January 2012
Clean it LLC June 2006 - March 2007
Jennifer's Fabric Home Decor August 2005 - March 2007
Education
University of Dayton 1990 — 1994
Bachelor of Science, Mathmatics
Fidelity Investments November 2014 - Present
Fidelity Investments August 2010 - Present
LG Real Estate May 2007 - January 2012
Clean it LLC June 2006 - March 2007
Jennifer's Fabric Home Decor August 2005 - March 2007
Education
University of Dayton 1990 — 1994
Bachelor of Science, Mathmatics
Daniel Berssenbruegge Daniel Berssenbruegge's Fidelity Investments Experience June 2007 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments June 2007 - July 2009
Education
University of Dayton 2002 — 2006
BA, History
Fidelity Investments June 2007 - July 2009
Education
University of Dayton 2002 — 2006
BA, History
Philip Bivrell Philip Bivrell's Fidelity Investments Experience March 2001 - February 2002
Job Individual Consultant, Retirement Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
ANDREWS SECURITIES, LLC March 2010 - October 2010
JPMORGAN CHASE January 2008 - April 2009
UBS INVESTMENT BANK February 2003 - December 2007
FIDELITY INVESTMENTS March 2001 - February 2002
BANC OF AMERICA SECURITIES, LLC May 1998 - February 2001
GOLDMAN SACHS & CO. January 1994 - May 1998
Skills
Business Development, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Investment Banking
Education
University of Connecticut
B.A., Communication Sciences
TIAA-CREF January 2011 - Present
ANDREWS SECURITIES, LLC March 2010 - October 2010
JPMORGAN CHASE January 2008 - April 2009
UBS INVESTMENT BANK February 2003 - December 2007
FIDELITY INVESTMENTS March 2001 - February 2002
BANC OF AMERICA SECURITIES, LLC May 1998 - February 2001
GOLDMAN SACHS & CO. January 1994 - May 1998
Skills
Business Development, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Investment Banking
Education
University of Connecticut
B.A., Communication Sciences
Benjamin Gehrke Benjamin Gehrke's Fidelity Investments Experience March 2015 - Present
Job Financial Services Professional at Spectrum Financial Group
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Spectrum Financial Group September 2014 - February 2015
City of Murphy, Tx June 2013 - September 2014
Carollo Engineers May 2011 - August 2012
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Teamwork, Analysis, Critical Thinking, Creativity Skills, Finance, Financial Analysis, Investments
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Plano East
Fidelity Investments March 2015 - Present
Spectrum Financial Group September 2014 - February 2015
City of Murphy, Tx June 2013 - September 2014
Carollo Engineers May 2011 - August 2012
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Teamwork, Analysis, Critical Thinking, Creativity Skills, Finance, Financial Analysis, Investments
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Plano East
Matthew M. Will, CFP® Matthew M. Will, CFP®'s Fidelity Investments Experience August 2006 - June 2011
Job Owner / Advisor at Wealth Accel
Industry Financial Services
Experience
Wealth Accel June 2015 - Present
Financial Management Group June 2011 - May 2015
Fidelity Investments August 2006 - June 2011
Education
University of Dayton 2001 — 2006
Bachelor’s Degree, Finance
Wealth Accel June 2015 - Present
Financial Management Group June 2011 - May 2015
Fidelity Investments August 2006 - June 2011
Education
University of Dayton 2001 — 2006
Bachelor’s Degree, Finance
Kaitlyn Mosher Kaitlyn Mosher's Fidelity Investments Experience June 2015 - Present
Job Stock Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments March 2015 - June 2015
Fidelity Investments October 2014 - March 2015
Jo-Ann Stores, Inc. June 2013 - September 2014
JoAnn Fabric and Craft Stores May 2012 - June 2013
Commuter Advertising January 2012 - April 2012
Wilton Corporation June 2009 - August 2010
Skills
collaboration skills, work effectively in a..., Written and verbal..., organized, Time Management, willing to learn, Good at taking..., People Skills, Eager to learn, Detail Oriented, Proficient in Microsoft..., Creative Problem Solving, Initiating Solutions, Energetic and..., Highly Self Motivated, Dedicated and Driven, Superior Work Ethic, Quick Leaner
Education
University of Dayton 2008 — 2012
Bachelor of Science, Business Administration; Marketing
Olentangy Liberty High School 2004 — 2008
Fidelity Investments June 2015 - Present
Fidelity Investments March 2015 - June 2015
Fidelity Investments October 2014 - March 2015
Jo-Ann Stores, Inc. June 2013 - September 2014
JoAnn Fabric and Craft Stores May 2012 - June 2013
Commuter Advertising January 2012 - April 2012
Wilton Corporation June 2009 - August 2010
Skills
collaboration skills, work effectively in a..., Written and verbal..., organized, Time Management, willing to learn, Good at taking..., People Skills, Eager to learn, Detail Oriented, Proficient in Microsoft..., Creative Problem Solving, Initiating Solutions, Energetic and..., Highly Self Motivated, Dedicated and Driven, Superior Work Ethic, Quick Leaner
Education
University of Dayton 2008 — 2012
Bachelor of Science, Business Administration; Marketing
Olentangy Liberty High School 2004 — 2008
David Von Hoene, CPA David Von Hoene, CPA's Fidelity Investments Experience July 2007 - April 2012
Job U.S. Controller
Industry Information Technology and Services
Experience
BlueStar US April 2015 - Present
BlueStar US April 2012 - April 2015
Fidelity Investments July 2007 - April 2012
The Kroger Co. February 2005 - July 2007
Skills
Excel, Word, ACL, Audit, Internal Controls, Accounting, SOX, Financial Statements, Treasury Management, Corporate Finance, Account Reconciliation, Financial Accounting, Sarbanes-Oxley Act, Sarbanes-Oxley, Risk Assessment, Risk Management, Microsoft Word, Microsoft Excel, Finance, Business Process..., Auditing, Access Lists
Education
University of Dayton 2000 — 2004
Bachelor of Science (B.S.), Accounting
Covington Catholic 1997 — 2000
BlueStar US April 2015 - Present
BlueStar US April 2012 - April 2015
Fidelity Investments July 2007 - April 2012
The Kroger Co. February 2005 - July 2007
Skills
Excel, Word, ACL, Audit, Internal Controls, Accounting, SOX, Financial Statements, Treasury Management, Corporate Finance, Account Reconciliation, Financial Accounting, Sarbanes-Oxley Act, Sarbanes-Oxley, Risk Assessment, Risk Management, Microsoft Word, Microsoft Excel, Finance, Business Process..., Auditing, Access Lists
Education
University of Dayton 2000 — 2004
Bachelor of Science (B.S.), Accounting
Covington Catholic 1997 — 2000
Joe Fahey Joe Fahey's Fidelity Investments Experience 2006 - 2007
Job Project Management Specialist at Great American Insurance Annuity Group
Industry Insurance
Experience
Great American Insurance Annuity Group March 2014 - Present
Great American Insurance Annuity Group March 2013 - March 2014
Fifth Third Bank October 2009 - March 2013
Fifth Third Bank January 2009 - October 2009
Fifth Third Bank October 2007 - January 2009
Fidelity Investments 2006 - 2007
Western & Southern Financial Group 2004 - 2006
Provident Bank 2000 - 2004
Anthem, Inc. 1998 - 2000
Streamline Health 1996 - 1998
Skills
Business Analysis, SDLC, Banking, Process Improvement, Requirements Analysis, Visio, Vendor Management, Business Intelligence, Requirements Gathering, Project Management, SQL, Risk Management, Analysis, Data Warehousing
Education
Xavier University 2007 — 2011
MBA, Finance and Business Intelligence
University of Dayton 1980 — 1984
Bachelors, Computer Science
LaSalle High School 1976 — 1980
Great American Insurance Annuity Group March 2014 - Present
Great American Insurance Annuity Group March 2013 - March 2014
Fifth Third Bank October 2009 - March 2013
Fifth Third Bank January 2009 - October 2009
Fifth Third Bank October 2007 - January 2009
Fidelity Investments 2006 - 2007
Western & Southern Financial Group 2004 - 2006
Provident Bank 2000 - 2004
Anthem, Inc. 1998 - 2000
Streamline Health 1996 - 1998
Skills
Business Analysis, SDLC, Banking, Process Improvement, Requirements Analysis, Visio, Vendor Management, Business Intelligence, Requirements Gathering, Project Management, SQL, Risk Management, Analysis, Data Warehousing
Education
Xavier University 2007 — 2011
MBA, Finance and Business Intelligence
University of Dayton 1980 — 1984
Bachelors, Computer Science
LaSalle High School 1976 — 1980
Jim Rohde Jim Rohde's Fidelity Investments Experience January 1999 - May 2000
Job Pension and Retirement Consultant
Industry Financial Services
Experience
Mercer July 2010 - December 2013
Bank of America August 2001 - July 2009
PFPC November 2000 - June 2001
Benefits Access September 2000 - November 2000
MassMutual Financial Group May 2000 - September 2000
Fidelity Investments January 1999 - May 2000
Fleet Bank September 1995 - December 1998
State Mutual Insurance Company 1988 - 1990
Aetna Life Insurance Company 1980 - 1983
Skills
Human Resources, Retirement, Employee Benefits, Defined Benefit, Pensions, Investments, Defined Contribution, Outsourcing, Life Insurance, Auditing, Call Centers, Training, Offshoring, Process Improvement, Vendor Management, Pension Administration, Microsoft Office..., Client Services, Project Management, Financial Services, Analysis, Leadership, Benefits Administration, Management, Consulting
Education
University of Connecticut 1975 — 1979
BA, English
Mercer July 2010 - December 2013
Bank of America August 2001 - July 2009
PFPC November 2000 - June 2001
Benefits Access September 2000 - November 2000
MassMutual Financial Group May 2000 - September 2000
Fidelity Investments January 1999 - May 2000
Fleet Bank September 1995 - December 1998
State Mutual Insurance Company 1988 - 1990
Aetna Life Insurance Company 1980 - 1983
Skills
Human Resources, Retirement, Employee Benefits, Defined Benefit, Pensions, Investments, Defined Contribution, Outsourcing, Life Insurance, Auditing, Call Centers, Training, Offshoring, Process Improvement, Vendor Management, Pension Administration, Microsoft Office..., Client Services, Project Management, Financial Services, Analysis, Leadership, Benefits Administration, Management, Consulting
Education
University of Connecticut 1975 — 1979
BA, English
Christian Furbay's Fidelity Investments Experience February 2015 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - February 2015
Fidelity Investments July 2013 - July 2014
Fidelity Investments September 2012 - July 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Partner Professional Staffing May 2011 - August 2011
LoMetz Sales May 2010 - August 2010
Skills
Finance, Account Management, Recruiting, Microsoft Excel, Sales Management, Project Management, Sourcing, Microsoft Word, Microsoft Office, Mutual Funds, PowerPoint
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - February 2015
Fidelity Investments July 2013 - July 2014
Fidelity Investments September 2012 - July 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Partner Professional Staffing May 2011 - August 2011
LoMetz Sales May 2010 - August 2010
Skills
Finance, Account Management, Recruiting, Microsoft Excel, Sales Management, Project Management, Sourcing, Microsoft Word, Microsoft Office, Mutual Funds, PowerPoint
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Rosemary Koerwer Rosemary Koerwer's Fidelity Investments Experience May 1986 - May 1988
Job Client Service Manager at Southport Financial Group / Raymond James
Industry Financial Services
Experience
Southport Financial Group / Raymond James December 2012 - Present
Merrill Lynch May 1988 - December 1996
Fidelity Investments May 1986 - May 1988
First Winthrop Corporation June 1985 - May 1986
IDS Financial Services May 1983 - June 1985
Skills
Risk Management, Investments, Asset Managment, Project Management, Asset Management, Real Estate, Mutual Funds, Finance, Portfolio Management, Sales, Hedge Funds, Financial Services, Financial Modeling, Financial Analysis, Equities, Management, Strategic Planning
Education
The University of Connecticut 1979 — 1983
Bachelor's Degree, Consumer Economics
Wilton High School
Southport Financial Group / Raymond James December 2012 - Present
Merrill Lynch May 1988 - December 1996
Fidelity Investments May 1986 - May 1988
First Winthrop Corporation June 1985 - May 1986
IDS Financial Services May 1983 - June 1985
Skills
Risk Management, Investments, Asset Managment, Project Management, Asset Management, Real Estate, Mutual Funds, Finance, Portfolio Management, Sales, Hedge Funds, Financial Services, Financial Modeling, Financial Analysis, Equities, Management, Strategic Planning
Education
The University of Connecticut 1979 — 1983
Bachelor's Degree, Consumer Economics
Wilton High School
Joanna Woodworth Joanna Woodworth's Fidelity Investments Experience
Job Director/Online Publications at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Marketing Communications, Financial Services, Mutual Funds, Series 7, Social Media
Education
Canterbury School
University of Connecticut
BA, Communications Science
Fidelity Investments
Skills
Marketing Communications, Financial Services, Mutual Funds, Series 7, Social Media
Education
Canterbury School
University of Connecticut
BA, Communications Science
Robert H. Teesdale, PMP's Fidelity Investments Experience October 2007 - Present
Job Senior Project Manager at Fidelity Investments, Business Plan Services and managing partner of private consulting firm
Industry Management Consulting
Experience
Fidelity Investments October 2007 - Present
Magonaga Industries, Inc. December 2001 - Present
Keane April 2007 - October 2007
AlphaLynx, LLC February 2005 - September 2006
State of Colorado November 2000 - December 2001
Janus Capital Corporation October 1999 - October 2000
U S WEST (now Qwest) April 1998 - October 1999
IBM April 1996 - April 1998
AT&T 1995 - 1995
LSI 1995 - 1995
Skills
Program Management, Outsourcing, Leadership, Strategy, Agile Methodologies, PMO, Business Process, Project Management, CRM, SDLC, PMP, MS Project, Management, Software Project..., Emerging Technologies, Budgets, Change Management, Human Resources, Six Sigma, Projects, CMMI
Education
Portledge School 1983 — 1987
North Shore High School
University of Dayton
Fidelity Investments October 2007 - Present
Magonaga Industries, Inc. December 2001 - Present
Keane April 2007 - October 2007
AlphaLynx, LLC February 2005 - September 2006
State of Colorado November 2000 - December 2001
Janus Capital Corporation October 1999 - October 2000
U S WEST (now Qwest) April 1998 - October 1999
IBM April 1996 - April 1998
AT&T 1995 - 1995
LSI 1995 - 1995
Skills
Program Management, Outsourcing, Leadership, Strategy, Agile Methodologies, PMO, Business Process, Project Management, CRM, SDLC, PMP, MS Project, Management, Software Project..., Emerging Technologies, Budgets, Change Management, Human Resources, Six Sigma, Projects, CMMI
Education
Portledge School 1983 — 1987
North Shore High School
University of Dayton
David Rutley's Fidelity Investments Experience 2005 - 2008
Job Senior Principal at Collective Next LLC
Industry Management Consulting
Experience
Collective Next LLC January 2006 - Present
Fidelity Investments 2005 - 2008
Ernst & Young 1999 - 2005
MGTaylor 1997 - 1999
Skills
Management Consulting, Change Management, Strategic Planning, Executive Coaching, Leadership Development, Business Strategy, Workshop Facilitation, Business Transformation, Project Management, Program Management, Business Process..., Organizational..., Organizational..., Business Analysis, Process Improvement
Education
University of Dayton 1993 — 1997
BA, English/Political Science
Collective Next LLC January 2006 - Present
Fidelity Investments 2005 - 2008
Ernst & Young 1999 - 2005
MGTaylor 1997 - 1999
Skills
Management Consulting, Change Management, Strategic Planning, Executive Coaching, Leadership Development, Business Strategy, Workshop Facilitation, Business Transformation, Project Management, Program Management, Business Process..., Organizational..., Organizational..., Business Analysis, Process Improvement
Education
University of Dayton 1993 — 1997
BA, English/Political Science
Pauline M. Fitzgerald, SPHR Pauline M. Fitzgerald, SPHR's Fidelity Investments Experience 1997 - 2002
Job HR Business Partner at Convergys
Industry Consumer Goods
Experience
Convergys 2015 - Present
Givaudan 2014 - Present
Fifth Third Bank 2011 - 2013
Fifth Third Bank 2009 - 2011
Fifth Third Bank 2005 - 2009
Veritude 2004 - 2005
Fidelity Investments 1997 - 2002
Fidelity Investments 1993 - 1997
Skills
Employee Engagement, Workforce Planning, Employee Relations, Performance Management, Workshop Facilitation, Succession Planning, Onboarding, Talent Management, College Recruiting, Employee Benefits, Human Resources, Recruiting, Development Of Employees, Coaching, HR Policies, Career Counseling, Program Management, Leadership Development, Deferred Compensation, Temporary Placement
Education
University of Dayton
BSBA, Marketing
Convergys 2015 - Present
Givaudan 2014 - Present
Fifth Third Bank 2011 - 2013
Fifth Third Bank 2009 - 2011
Fifth Third Bank 2005 - 2009
Veritude 2004 - 2005
Fidelity Investments 1997 - 2002
Fidelity Investments 1993 - 1997
Skills
Employee Engagement, Workforce Planning, Employee Relations, Performance Management, Workshop Facilitation, Succession Planning, Onboarding, Talent Management, College Recruiting, Employee Benefits, Human Resources, Recruiting, Development Of Employees, Coaching, HR Policies, Career Counseling, Program Management, Leadership Development, Deferred Compensation, Temporary Placement
Education
University of Dayton
BSBA, Marketing
Matt Readman's Fidelity Investments Experience June 2007 - June 2008
Job Principal Business Analyst
Industry Consumer Goods
Experience
Staples March 2014 - Present
NTT Data Corporation August 2010 - January 2014
Fidelity Investments June 2007 - June 2008
Procter & Gamble June 2001 - October 2006
The Gillette Company July 2000 - June 2001
Timberland September 1999 - May 2000
Beiersdorf 1994 - 1999
Skills
Business Analysis, Business Intelligence, Business Process, Requirements Gathering, Management, SAP, Supply Chain, XML, Business Requirements, SDLC, EDI, Requirements Analysis, Vendor Management, ERP, Integration
Education
University of Connecticut 1985 — 1989
BA, Communications
Staples March 2014 - Present
NTT Data Corporation August 2010 - January 2014
Fidelity Investments June 2007 - June 2008
Procter & Gamble June 2001 - October 2006
The Gillette Company July 2000 - June 2001
Timberland September 1999 - May 2000
Beiersdorf 1994 - 1999
Skills
Business Analysis, Business Intelligence, Business Process, Requirements Gathering, Management, SAP, Supply Chain, XML, Business Requirements, SDLC, EDI, Requirements Analysis, Vendor Management, ERP, Integration
Education
University of Connecticut 1985 — 1989
BA, Communications
Kelli Cilurzo's Fidelity Investments Experience August 1993 - October 1994
Job Fitness and Wellness Coordinator at Four Bridges Country Club
Industry
Experience
Four Bridges Country Club February 2014 - Present
Health clubs of Greater Cincinnati June 2009 - February 2014
West Chester Library June 2007 - June 2009
Provident Bank January 1996 - June 2001
Hamilton County Development Company October 1994 - January 1996
Fidelity Investments August 1993 - October 1994
Skills
Microsoft Office, Management
Education
University of Dayton 1989 — 1993
Bachelor’s Degree, Finance
Four Bridges Country Club February 2014 - Present
Health clubs of Greater Cincinnati June 2009 - February 2014
West Chester Library June 2007 - June 2009
Provident Bank January 1996 - June 2001
Hamilton County Development Company October 1994 - January 1996
Fidelity Investments August 1993 - October 1994
Skills
Microsoft Office, Management
Education
University of Dayton 1989 — 1993
Bachelor’s Degree, Finance
TJ Cope's Fidelity Investments Experience 2007 - 2008
Job Systems/Data Analyst
Industry Information Technology and Services
Experience
Qbase May 2008 - April 2015
TEK Systems (at Fidelity Investments) January 2007 - May 2008
Fidelity Investments 2007 - 2008
LexisNexis January 1979 - February 2006
University of Dayton 1975 - 1978
Skills
Software Project..., SDLC, Management, Software Development, Requirements Analysis, XML, Databases, Enterprise Architecture, SQL, Analysis
Education
University of Dayton 1971 — 2000
B.S.
Lemon Monroe High School
Qbase May 2008 - April 2015
TEK Systems (at Fidelity Investments) January 2007 - May 2008
Fidelity Investments 2007 - 2008
LexisNexis January 1979 - February 2006
University of Dayton 1975 - 1978
Skills
Software Project..., SDLC, Management, Software Development, Requirements Analysis, XML, Databases, Enterprise Architecture, SQL, Analysis
Education
University of Dayton 1971 — 2000
B.S.
Lemon Monroe High School
Michael Manos's Fidelity Investments Experience June 2008 - Present
Job Trading Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
AXA Equitable June 2007 - August 2007
Education
University of Dayton 2004 — 2008
Fidelity Investments June 2008 - Present
AXA Equitable June 2007 - August 2007
Education
University of Dayton 2004 — 2008
Linda Carpino's Fidelity Investments Experience 1995 - 2005
Job Communications Consultant at Xerox HR Solutions
Industry Marketing and Advertising
Experience
Xerox HR Solutions November 2013 - Present
Strategic Communication Solutions June 2005 - November 2013
Financial Engines 2006 - 2011
Fidelity Investments 1995 - 2005
Lowes Companies 1992 - 1995
Skills
Copy Editing, Financial Services, Marketing Communications, Budgets, Strategy, Strategic Communications, Email Marketing, Internal Communications, Integrated Marketing, Corporate Communications, Marketing Strategy, Marketing, Social Media Marketing, Advertising, Project Management, Social Media
Education
University of Hartford 1982 — 1985
MA, Communications
University of Connecticut 1973 — 1977
Wethersfield High School 1970 — 1973
Xerox HR Solutions November 2013 - Present
Strategic Communication Solutions June 2005 - November 2013
Financial Engines 2006 - 2011
Fidelity Investments 1995 - 2005
Lowes Companies 1992 - 1995
Skills
Copy Editing, Financial Services, Marketing Communications, Budgets, Strategy, Strategic Communications, Email Marketing, Internal Communications, Integrated Marketing, Corporate Communications, Marketing Strategy, Marketing, Social Media Marketing, Advertising, Project Management, Social Media
Education
University of Hartford 1982 — 1985
MA, Communications
University of Connecticut 1973 — 1977
Wethersfield High School 1970 — 1973
Tom Dennis's Fidelity Investments Experience February 2007 - February 2009
Job Director, DC Implementation at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2014 - Present
New York Life Insurance Company March 2014 - April 2014
LIMRA February 2013 - March 2014
USI Consulting Group August 2010 - June 2011
Fidelity Investments February 2007 - February 2009
Fidelity Investments January 2006 - February 2007
Fidelity Investments 2003 - 2006
Skills
Defined Contribution, Cross-functional Team..., Financial Services, Retirement, Change Management, Vendor Management, Project Management, Management, Retirement Planning, Talent Management, Performance Management, Human Resources, Mutual Funds, Series 63, Series 7, FINRA
Education
University of Hartford 1994 — 2000
MBA, Finance
University of Connecticut 1987 — 1990
BA, Economics
John Hancock Financial Services April 2014 - Present
New York Life Insurance Company March 2014 - April 2014
LIMRA February 2013 - March 2014
USI Consulting Group August 2010 - June 2011
Fidelity Investments February 2007 - February 2009
Fidelity Investments January 2006 - February 2007
Fidelity Investments 2003 - 2006
Skills
Defined Contribution, Cross-functional Team..., Financial Services, Retirement, Change Management, Vendor Management, Project Management, Management, Retirement Planning, Talent Management, Performance Management, Human Resources, Mutual Funds, Series 63, Series 7, FINRA
Education
University of Hartford 1994 — 2000
MBA, Finance
University of Connecticut 1987 — 1990
BA, Economics
Sherry Carney's Fidelity Investments Experience 1999 - August 2011
Job Data Analyst at Liberty Mutual
Industry Computer Software
Experience
Liberty Mutual August 2011 - Present
Fidelity Investments 1999 - August 2011
DST Technologies 1997 - September 1999
Investors Bank & Trust 1995 - 1997
Skills
Data Warehousing, DB2, Data Modeling, Requirements Gathering, SDLC, Requirements Analysis, SQL, ETL, COBOL, Software Project..., Data Integration, Database Design, SharePoint, Systems Analysis, Business Analysis, Informatica
Education
University of Connecticut 1974 — 1976
Liberty Mutual August 2011 - Present
Fidelity Investments 1999 - August 2011
DST Technologies 1997 - September 1999
Investors Bank & Trust 1995 - 1997
Skills
Data Warehousing, DB2, Data Modeling, Requirements Gathering, SDLC, Requirements Analysis, SQL, ETL, COBOL, Software Project..., Data Integration, Database Design, SharePoint, Systems Analysis, Business Analysis, Informatica
Education
University of Connecticut 1974 — 1976
Tom DiFiore's Fidelity Investments Experience September 2009 - Present
Job Treasury Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
EMC July 2007 - September 2009
GE 2005 - 2007
General Electric 2002 - 2007
Sapphire Technologies 2000 - 2002
Education
University of Connecticut 1991 — 1995
North Attleboro High School 1988 — 1991
Fidelity Investments September 2009 - Present
EMC July 2007 - September 2009
GE 2005 - 2007
General Electric 2002 - 2007
Sapphire Technologies 2000 - 2002
Education
University of Connecticut 1991 — 1995
North Attleboro High School 1988 — 1991
Lynn Hersey's Fidelity Investments Experience February 2011 - Present
Job VP, Regional Human Resources at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments February 2011 - Present
Fidelity Investments November 2006 - June 2011
Fidelity Investments May 2003 - November 2006
CIGNA Healthcare 2001 - 2003
CIGNA 1994 - 2003
CIGNA Companies 1994 - 2003
Skills
Strategic HR, Trusted Business Partner, Executive Coaching, Regional Planning, Team Management, Leadership, Organizational..., Organizational Design, Organizational..., Operational Excellence, Operations Management, Human Resources, HR Consulting, HR Project Management, Workforce Planning, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Employee Engagement, Succession Planning, Onboarding
Education
Western New England College School of Law 1991 — 1994
Doctor of Law (JD), Law
The University of Connecticut
Bachelor of Arts (B.A.), English
Fidelity Investments February 2011 - Present
Fidelity Investments November 2006 - June 2011
Fidelity Investments May 2003 - November 2006
CIGNA Healthcare 2001 - 2003
CIGNA 1994 - 2003
CIGNA Companies 1994 - 2003
Skills
Strategic HR, Trusted Business Partner, Executive Coaching, Regional Planning, Team Management, Leadership, Organizational..., Organizational Design, Organizational..., Operational Excellence, Operations Management, Human Resources, HR Consulting, HR Project Management, Workforce Planning, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Employee Engagement, Succession Planning, Onboarding
Education
Western New England College School of Law 1991 — 1994
Doctor of Law (JD), Law
The University of Connecticut
Bachelor of Arts (B.A.), English
Sid Patel's Fidelity Investments Experience February 2001 - Present
Job Director
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
NuGenesis Technologies 2000 - 2001
Pyramid Technology 1989 - 1997
Siemens Pyramid 1989 - 1997
BBN 1987 - 1989
Raytheon 1985 - 1987
Education
The University of Connecticut 1980 — 1984
Bachelor of Engineering (BEng), Computer Engineering
Hall High 1977 — 1980
Fidelity Investments February 2001 - Present
NuGenesis Technologies 2000 - 2001
Pyramid Technology 1989 - 1997
Siemens Pyramid 1989 - 1997
BBN 1987 - 1989
Raytheon 1985 - 1987
Education
The University of Connecticut 1980 — 1984
Bachelor of Engineering (BEng), Computer Engineering
Hall High 1977 — 1980
Janine Bernabei's Fidelity Investments Experience September 1999 - February 2000
Job Manufacturers rep at Contract Sources
Industry Furniture
Experience
Contract Sources, Ltd. October 2003 - Present
Office Resources, Inc. February 2000 - August 2003
Fidelity Investments September 1999 - February 2000
Skills
Furniture, Furnishings, Space planning, Floor Plans, Sales, New Business Development, Microsoft Office, Custom Furniture, Account Management
Education
University of Connecticut 1995 — 1999
BA, Human Resources / Psychology
Roxbury High School 1991 — 1995
Contract Sources, Ltd. October 2003 - Present
Office Resources, Inc. February 2000 - August 2003
Fidelity Investments September 1999 - February 2000
Skills
Furniture, Furnishings, Space planning, Floor Plans, Sales, New Business Development, Microsoft Office, Custom Furniture, Account Management
Education
University of Connecticut 1995 — 1999
BA, Human Resources / Psychology
Roxbury High School 1991 — 1995
Mark Wissmann's Fidelity Investments Experience July 2012 - Present
Job Senior Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments January 1998 - July 2012
Fidelity Investments April 1992 - December 1997
Skills
Project Management, Software Development, Business Analysis, Technical Analysis, Process Improvement, Visual Basic 5.0/6.0, .NET, ASP, ASP.NET, HTML, XML, Microsoft SQL Server, VBA, Microsoft Office
Education
Xavier University - Williams College of Business 2007 — 2009
MBA, Business Administration
Wright State University 1988 — 1990
Air Force ROTC
University of Dayton 1986 — 1990
BA, International Studies / German
Fidelity Investments July 2012 - Present
Fidelity Investments January 1998 - July 2012
Fidelity Investments April 1992 - December 1997
Skills
Project Management, Software Development, Business Analysis, Technical Analysis, Process Improvement, Visual Basic 5.0/6.0, .NET, ASP, ASP.NET, HTML, XML, Microsoft SQL Server, VBA, Microsoft Office
Education
Xavier University - Williams College of Business 2007 — 2009
MBA, Business Administration
Wright State University 1988 — 1990
Air Force ROTC
University of Dayton 1986 — 1990
BA, International Studies / German
Mark Meyrose's Fidelity Investments Experience Sales ManagerFidelity InvestmentsJuly 2005 - Present
Job Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Sales ManagerFidelity InvestmentsJuly 2005 - Present
Education
Xavier University - School of Business Administration 2005 — 2007
MBA
University of Dayton 2001 — 2005
Fidelity Investments Sales ManagerFidelity InvestmentsJuly 2005 - Present
Education
Xavier University - School of Business Administration 2005 — 2007
MBA
University of Dayton 2001 — 2005
Stuart Factor's Fidelity Investments Experience February 2008 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments February 2008 - Present
Ajilon February 2006 - December 2007
Skills
SDLC, Software Quality..., Quality Center, User Acceptance Testing, Testing, Quality Assurance, Manual Testing, Test Cases, Test Management, Agile Methodologies, Test Automation, System Testing, Requirements Analysis, Test Planning, QTP, SQL, Software Project...
Education
University of Connecticut 1975 — 1979
Bachelor's Degree, Marketing
University of Connecticut 1975 — 1979
Bachelor's Degree, Marketing
University of Connecticut
Bachelor's Degree, Marketing/Marketing Management, General
University of Connecticut
Fidelity Investments February 2008 - Present
Ajilon February 2006 - December 2007
Skills
SDLC, Software Quality..., Quality Center, User Acceptance Testing, Testing, Quality Assurance, Manual Testing, Test Cases, Test Management, Agile Methodologies, Test Automation, System Testing, Requirements Analysis, Test Planning, QTP, SQL, Software Project...
Education
University of Connecticut 1975 — 1979
Bachelor's Degree, Marketing
University of Connecticut 1975 — 1979
Bachelor's Degree, Marketing
University of Connecticut
Bachelor's Degree, Marketing/Marketing Management, General
University of Connecticut
Simms Pearl's Fidelity Investments Experience 1998 - 2000
Job Data Warehouse Developer at Massachusetts General Hospital
Industry Information Services
Experience
Massachusetts General Hospital 2009 - Present
Constant Contact 2008 - 2009
International Business Machines 2007 - 2008
BJ's Wholesale Club 2004 - 2006
Staples 2000 - 2003
Fidelity Investments 1998 - 2000
Digital Equipment Corporation 1987 - 1998
Education
University of Connecticut 1971 — 1975
Bachelor of Science, Business Administration
Massachusetts General Hospital 2009 - Present
Constant Contact 2008 - 2009
International Business Machines 2007 - 2008
BJ's Wholesale Club 2004 - 2006
Staples 2000 - 2003
Fidelity Investments 1998 - 2000
Digital Equipment Corporation 1987 - 1998
Education
University of Connecticut 1971 — 1975
Bachelor of Science, Business Administration
Kurt Houdeshell's Fidelity Investments Experience January 2008 - June 2009
Job Technical Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Construction Software Technologies July 2009 - June 2012
Fidelity Investments January 2008 - June 2009
Fidelity Investments December 2004 - January 2008
Fidelity Investments March 2000 - December 2004
Triple I March 2000 - September 2001
Frontier Technology Inc March 1997 - March 2000
Skills
Agile Methodologies, SDLC, C#, IIS, ASP.NET, ASP., Microsoft SQL Server, MSMQ, SOA, Web Services, API, REST, SOAP, Solution Architecture, ClearCase, Design Patterns
Education
Vanderbilt University 1992 — 1996
BE, Biomedical Engineering
Oakwood High School
University of Dayton
Select courses for a ME, Engineering Management
TIAA-CREF May 2012 - Present
Construction Software Technologies July 2009 - June 2012
Fidelity Investments January 2008 - June 2009
Fidelity Investments December 2004 - January 2008
Fidelity Investments March 2000 - December 2004
Triple I March 2000 - September 2001
Frontier Technology Inc March 1997 - March 2000
Skills
Agile Methodologies, SDLC, C#, IIS, ASP.NET, ASP., Microsoft SQL Server, MSMQ, SOA, Web Services, API, REST, SOAP, Solution Architecture, ClearCase, Design Patterns
Education
Vanderbilt University 1992 — 1996
BE, Biomedical Engineering
Oakwood High School
University of Dayton
Select courses for a ME, Engineering Management
Scott Blandford's Fidelity Investments Experience 2004 - 2007
Job Chief Digital Officer, TIAA_CREF & Chief Information Officer, Retirement & Individual Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2010 - Present
Bank of America 2009 - December 2010
Merrill Lynch April 2007 - February 2009
Fidelity Investments 2004 - 2007
Fidelity Investments, Fidelity E-Business 2001 - 2007
Fidelity Investments 1996 - 2001
MMTC 1993 - 1996
University of Dayton 1985 - 1995
Skills
Vendor Management, SDLC, Business Analysis, Management, Program Management, Financial Services, IT Strategy, Software Project..., Enterprise Architecture, Process Improvement
Education
University of Dayton 1985 — 1995
Master of Science, Electrical Engineering
TIAA-CREF December 2010 - Present
Bank of America 2009 - December 2010
Merrill Lynch April 2007 - February 2009
Fidelity Investments 2004 - 2007
Fidelity Investments, Fidelity E-Business 2001 - 2007
Fidelity Investments 1996 - 2001
MMTC 1993 - 1996
University of Dayton 1985 - 1995
Skills
Vendor Management, SDLC, Business Analysis, Management, Program Management, Financial Services, IT Strategy, Software Project..., Enterprise Architecture, Process Improvement
Education
University of Dayton 1985 — 1995
Master of Science, Electrical Engineering
Rick Grenier's Fidelity Investments Experience March 1996 - September 2007
Job Senior Business Systems Analyst at Harvard University
Industry Computer Software
Experience
Harvard University February 2013 - Present
Harvard University September 2007 - January 2013
Fidelity Investments March 1996 - September 2007
Fidelity Investments 1996 - 2007
Skills
Software Documentation, Databases, Microsoft Office, Program Management, Analysis, Vendor Management, Access, Business Analysis, Process Improvement, Integration, Data Analysis, Business Process, Requirements Analysis, Testing, Project Management, Oracle, Enterprise Software, Business Intelligence
Education
The University of Connecticut 1987 — 1992
Northeastern University
Harvard University February 2013 - Present
Harvard University September 2007 - January 2013
Fidelity Investments March 1996 - September 2007
Fidelity Investments 1996 - 2007
Skills
Software Documentation, Databases, Microsoft Office, Program Management, Analysis, Vendor Management, Access, Business Analysis, Process Improvement, Integration, Data Analysis, Business Process, Requirements Analysis, Testing, Project Management, Oracle, Enterprise Software, Business Intelligence
Education
The University of Connecticut 1987 — 1992
Northeastern University
Kristine Hodlin's Fidelity Investments Experience 1994 - 1999
Job Vice President at State Street Corporation
Industry Information Technology and Services
Experience
State Street Corporation April 2008 - Present
State Street Global Advisors 1998 - 2008
Fidelity Investments 1994 - 1999
State Street Corporation 1995 - 1995
Bradford National Corp. 1978 - 1985
Skills
Securities Lending, Fixed Income
Education
The University of Connecticut
Bachelor of Sciences, Mathematics and Computer Science
State Street Corporation April 2008 - Present
State Street Global Advisors 1998 - 2008
Fidelity Investments 1994 - 1999
State Street Corporation 1995 - 1995
Bradford National Corp. 1978 - 1985
Skills
Securities Lending, Fixed Income
Education
The University of Connecticut
Bachelor of Sciences, Mathematics and Computer Science
Johnny Paulhus's Fidelity Investments Experience 2005 - 2008
Job Graphic Design with Process in Mind
Industry Marketing and Advertising
Experience
Checkmate Consulting Group 2014 - Present
Hasbro 2010 - 2014
CVS Pharmacy 2009 - 2009
Rhode Island College 2008 - 2008
Fidelity Investments 2005 - 2008
MMB 2005 - 2005
Adams Media 2003 - 2005
Skills
Adobe Creative Suite, InDesign, Layout, Graphic Design, Mac, Illustrator, Direct Mail, Marketing Communications, Logo Design, Photoshop, Advertising, QuarkXPress, Pre-press, Illustration, Process Improvement, Workflow Management, Problem Solving, PDF Forms, Book Design, XML, Copywriting, Copy Editing, Digital Proofreading, Adobe Acrobat
Education
University of Connecticut 1995 — 1999
B.A., Activist Writing
University of Connecticut
Checkmate Consulting Group 2014 - Present
Hasbro 2010 - 2014
CVS Pharmacy 2009 - 2009
Rhode Island College 2008 - 2008
Fidelity Investments 2005 - 2008
MMB 2005 - 2005
Adams Media 2003 - 2005
Skills
Adobe Creative Suite, InDesign, Layout, Graphic Design, Mac, Illustrator, Direct Mail, Marketing Communications, Logo Design, Photoshop, Advertising, QuarkXPress, Pre-press, Illustration, Process Improvement, Workflow Management, Problem Solving, PDF Forms, Book Design, XML, Copywriting, Copy Editing, Digital Proofreading, Adobe Acrobat
Education
University of Connecticut 1995 — 1999
B.A., Activist Writing
University of Connecticut
Ryan Neville's Fidelity Investments Experience April 2012 - Present
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
AXA Advisors April 2011 - April 2012
Fidelity Investments July 2006 - April 2009
Education
St. John's High School 1994 — 1997
University of Connecticut
Worcester State University
Fidelity Investments April 2012 - Present
AXA Advisors April 2011 - April 2012
Fidelity Investments July 2006 - April 2009
Education
St. John's High School 1994 — 1997
University of Connecticut
Worcester State University
Holly Paolini's Fidelity Investments Experience 2001 - Present
Job PROJECT MANAGER PRINCIPAL ANALYST at Fidelity Investements
Industry Financial Services
Experience
Fidelity Investements March 2001 - Present
Fidelity Investments 2001 - Present
BankBoston 1991 - 2001
Education
University of Connecticut 1972 — 1976
BS
Fidelity Investements March 2001 - Present
Fidelity Investments 2001 - Present
BankBoston 1991 - 2001
Education
University of Connecticut 1972 — 1976
BS
Jeff Narducci's Fidelity Investments Experience January 2007 - Present
Job Senior Software QA Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2007 - Present
XS, Inc October 2005 - December 2006
LabCorp September 2001 - September 2005
BASF October 1998 - July 2001
Skills
Software Quality..., Mobile Technology, Mobile Devices, Mobile Applications, Quality Center, Agile Methodologies, Visio, Requirements Analysis, SDLC, Quality Assurance, Process Improvement, Vendor Management, Test Planning, Integration, Test Automation, Testing, User Acceptance Testing, SQL, Software Development, Android, Software Documentation, Databases, Software Project..., Business Analysis, Program Management, Unix, Project Management, Scrum
Education
The University of Connecticut 1989 — 1994
Bachelor of Science, Management Information Systems
Fidelity Investments January 2007 - Present
XS, Inc October 2005 - December 2006
LabCorp September 2001 - September 2005
BASF October 1998 - July 2001
Skills
Software Quality..., Mobile Technology, Mobile Devices, Mobile Applications, Quality Center, Agile Methodologies, Visio, Requirements Analysis, SDLC, Quality Assurance, Process Improvement, Vendor Management, Test Planning, Integration, Test Automation, Testing, User Acceptance Testing, SQL, Software Development, Android, Software Documentation, Databases, Software Project..., Business Analysis, Program Management, Unix, Project Management, Scrum
Education
The University of Connecticut 1989 — 1994
Bachelor of Science, Management Information Systems
Debbie Anton's Fidelity Investments Experience 1992 - 2007
Job Naples Florida Real Estate Agent
Industry Real Estate
Experience
Berkshire Hathaway Home Services Florida Realty March 2014 - Present
Weichert Realtors On The Gulf April 2012 - January 2014
Anton's Ice Cream & Coffee 2007 - September 2009
Fidelity Investments 1992 - 2007
Skills
Financial Analysis, Referrals, Condos, Real Estate Transactions, Selling, Sellers, Foreclosures, Short Sales, Relocation, Single Family Homes, Customer Service, Residential Homes, Leadership, Buyer Representation, Vacation Homes, New Homes, Listings, Townhomes, Rentals, REO, Buyers, Move Up Buyers, Relocation Buyers, 1031 Exchanges, Waterfront, National Association of..., Negotiation, Income Properties, Real Estate, New Home Sales, Real Property, HUD, Luxury, Real Estate Development, Contract Negotiation, Investments, Investment Properties, Investors, SFR, Sales
Education
University of Dayton 1982 — 1986
Bachelor of Science (B.S.)
Ursuline Academy 1978 — 1982
Berkshire Hathaway Home Services Florida Realty March 2014 - Present
Weichert Realtors On The Gulf April 2012 - January 2014
Anton's Ice Cream & Coffee 2007 - September 2009
Fidelity Investments 1992 - 2007
Skills
Financial Analysis, Referrals, Condos, Real Estate Transactions, Selling, Sellers, Foreclosures, Short Sales, Relocation, Single Family Homes, Customer Service, Residential Homes, Leadership, Buyer Representation, Vacation Homes, New Homes, Listings, Townhomes, Rentals, REO, Buyers, Move Up Buyers, Relocation Buyers, 1031 Exchanges, Waterfront, National Association of..., Negotiation, Income Properties, Real Estate, New Home Sales, Real Property, HUD, Luxury, Real Estate Development, Contract Negotiation, Investments, Investment Properties, Investors, SFR, Sales
Education
University of Dayton 1982 — 1986
Bachelor of Science (B.S.)
Ursuline Academy 1978 — 1982
Gail Vasington's Fidelity Investments Experience June 2004 - December 2008
Job Program/Project Manager, Instructional Designer
Industry E-Learning
Experience
Iron Mountain May 2010 - August 2015
Harvard Business School Publishing 2010 - 2010
Boston University Corporate Education Center March 2009 - December 2009
Fidelity Investments June 2004 - December 2008
Pearson Education 2004 - 2004
Harvard Business School Publishing 2002 - 2003
Lotus Development 1995 - 2002
NETG-Spectrum / Interactive Training Systems 1982 - 1995
Skills
Training, Software Documentation, Needs Analysis, Technical Writing, E-Learning, Instructional Design, Project Management, Blended Learning, Cross-functional Team..., Instructor-led Training, Learning Management, Learning Management..., Performance Consulting
Education
University of Connecticut
M.A., Educational Psychology
University of Massachusetts, Amherst
B.A., Education
Iron Mountain May 2010 - August 2015
Harvard Business School Publishing 2010 - 2010
Boston University Corporate Education Center March 2009 - December 2009
Fidelity Investments June 2004 - December 2008
Pearson Education 2004 - 2004
Harvard Business School Publishing 2002 - 2003
Lotus Development 1995 - 2002
NETG-Spectrum / Interactive Training Systems 1982 - 1995
Skills
Training, Software Documentation, Needs Analysis, Technical Writing, E-Learning, Instructional Design, Project Management, Blended Learning, Cross-functional Team..., Instructor-led Training, Learning Management, Learning Management..., Performance Consulting
Education
University of Connecticut
M.A., Educational Psychology
University of Massachusetts, Amherst
B.A., Education
Matt Middendorf's Fidelity Investments Experience June 2007 - August 2009
Job Litigation Associate at Ward, Hocker & Thornton, PLLC
Industry Law Practice
Experience
Ward, Hocker & Thornton, PLLC October 2014 - Present
Peter Perlman Law Offices, P.S.C. May 2010 - October 2014
Peter Perlman Law Offices, P.S.C. May 2010 - September 2012
University of Kentucky August 2009 - May 2012
Fidelity Investments June 2007 - August 2009
Skills
Legal Research, Wrongful Death, Legal Writing, Westlaw, Civil Litigation, Litigation, Courts, Lexis, Public Speaking, Research, Income Tax, Financial Services, Appellate Practice, Trials, Appeals, Mediation, Personal Injury, Hearings, Motions, Product Liability, Depositions, Pleadings, Microsoft Office
Education
University of Kentucky College of Law 2009 — 2012
Doctor of Law (J.D.)
University of Dayton 2003 — 2007
B.S., Political Science, Business Administration, cum laude
Ward, Hocker & Thornton, PLLC October 2014 - Present
Peter Perlman Law Offices, P.S.C. May 2010 - October 2014
Peter Perlman Law Offices, P.S.C. May 2010 - September 2012
University of Kentucky August 2009 - May 2012
Fidelity Investments June 2007 - August 2009
Skills
Legal Research, Wrongful Death, Legal Writing, Westlaw, Civil Litigation, Litigation, Courts, Lexis, Public Speaking, Research, Income Tax, Financial Services, Appellate Practice, Trials, Appeals, Mediation, Personal Injury, Hearings, Motions, Product Liability, Depositions, Pleadings, Microsoft Office
Education
University of Kentucky College of Law 2009 — 2012
Doctor of Law (J.D.)
University of Dayton 2003 — 2007
B.S., Political Science, Business Administration, cum laude
Roger Selmi's Fidelity Investments Experience October 2008 - Present
Job Senior Director of Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Fidelity Investments June 2006 - October 2008
Fidelity Investments January 2005 - June 2006
Bank of America April 2003 - January 2005
Prime Response, Inc. January 2000 - April 2003
Fidelity Investments June 1999 - January 2000
Continental Airlines June 1997 - January 1999
Continental Airlines June 1996 - June 1997
Continental Airlines June 1995 - June 1996
DURACELL BATTERIES, INC February 1992 - January 1995
Skills
Corporate Finance, Process Improvement, Mergers & Acquisitions, Financial Modeling, Strategic Financial..., Analysis, Finance, Financial Planning, Financial Analysis, Strategic Planning, Financial Services, Management, Business Planning, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA, Finance & Accounting
University of Connecticut 1983 — 1987
B.A., Mathematics & Actuarial Science
Fidelity Investments October 2008 - Present
Fidelity Investments June 2006 - October 2008
Fidelity Investments January 2005 - June 2006
Bank of America April 2003 - January 2005
Prime Response, Inc. January 2000 - April 2003
Fidelity Investments June 1999 - January 2000
Continental Airlines June 1997 - January 1999
Continental Airlines June 1996 - June 1997
Continental Airlines June 1995 - June 1996
DURACELL BATTERIES, INC February 1992 - January 1995
Skills
Corporate Finance, Process Improvement, Mergers & Acquisitions, Financial Modeling, Strategic Financial..., Analysis, Finance, Financial Planning, Financial Analysis, Strategic Planning, Financial Services, Management, Business Planning, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA, Finance & Accounting
University of Connecticut 1983 — 1987
B.A., Mathematics & Actuarial Science
Jason Duffy's Fidelity Investments Experience November 2000 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2000 - Present
Education
University of Connecticut 1991 — 1995
BS, Finance and Risk Management
Fidelity Investments November 2000 - Present
Education
University of Connecticut 1991 — 1995
BS, Finance and Risk Management
LeeAnne Kane's Fidelity Investments Experience September 2008 - August 2010
Job Deputy Attorney General at The Colorado River Indian Tribes
Industry Law Practice
Experience
Colorado River Indian Tribes September 2013 - Present
Southwest Indian Law Clinic, UNM Clinical Law Programs January 2013 - May 2013
Rothstein Donatelli Hughes Dahlstrom Schoenburg & Bienvenu October 2011 - May 2013
Thomson West August 2011 - May 2013
Office of the Southwest Regional Solicitor, U.S. Department of the Interior August 2012 - December 2012
U.S. District Court for the District of New Mexico January 2012 - May 2012
JA Associates 2012 - 2012
The NM Tribal-State Judicial Consortium, New Mexico Supreme Court May 2011 - October 2011
NM Center on Law and Poverty May 2011 - August 2011
Fidelity Investments September 2008 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Legal Documents, Federal Indian Law, Indian Child Welfare Act, Tribal Law, Environmental Issues, Document Drafting, Legal Issues, Criminal Law
Education
The University of New Mexico School of Law 2010 — 2013
J.D., Indian Law and Natural Resources Law
The University of Connecticut 2003 — 2007
B.A., Native American Studies
Colorado River Indian Tribes September 2013 - Present
Southwest Indian Law Clinic, UNM Clinical Law Programs January 2013 - May 2013
Rothstein Donatelli Hughes Dahlstrom Schoenburg & Bienvenu October 2011 - May 2013
Thomson West August 2011 - May 2013
Office of the Southwest Regional Solicitor, U.S. Department of the Interior August 2012 - December 2012
U.S. District Court for the District of New Mexico January 2012 - May 2012
JA Associates 2012 - 2012
The NM Tribal-State Judicial Consortium, New Mexico Supreme Court May 2011 - October 2011
NM Center on Law and Poverty May 2011 - August 2011
Fidelity Investments September 2008 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Legal Documents, Federal Indian Law, Indian Child Welfare Act, Tribal Law, Environmental Issues, Document Drafting, Legal Issues, Criminal Law
Education
The University of New Mexico School of Law 2010 — 2013
J.D., Indian Law and Natural Resources Law
The University of Connecticut 2003 — 2007
B.A., Native American Studies
John Flood's Fidelity Investments Experience January 2000 - December 2008
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - June 2015
TD Ameritrade March 2009 - February 2012
Fidelity Investments January 2000 - December 2008
Fidelity Investments November 1989 - December 2000
Skills
Client Engagement, Client Retention, Net Promoter Score, Retail Branch..., Operational Risk..., Branch Manager, Sales Team Leader, Sales Coaching, Manager Development, Process Improvement, Consultative Selling, Private Wealth..., Branch Banking, Wealth Management..., Retail, Customer Retention, Customer Engagement, Business Coaching, Selling, Business Strategy, Strategy, Business Development, Management Development, Coaching, Sales, Mutual Funds, Wealth Management, Investments, Leadership Development, Retirement Planning, Portfolio Management, Recruiting, Finance, Series 63, Series 7, Leadership, Financial Services, Management
Education
University of Missouri at St. Louis 1985 — 1986
Master of Business Administration (M.B.A.), Marketing Management, General
University of Dayton 1976 — 1980
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Wells Fargo Advisors July 2012 - June 2015
TD Ameritrade March 2009 - February 2012
Fidelity Investments January 2000 - December 2008
Fidelity Investments November 1989 - December 2000
Skills
Client Engagement, Client Retention, Net Promoter Score, Retail Branch..., Operational Risk..., Branch Manager, Sales Team Leader, Sales Coaching, Manager Development, Process Improvement, Consultative Selling, Private Wealth..., Branch Banking, Wealth Management..., Retail, Customer Retention, Customer Engagement, Business Coaching, Selling, Business Strategy, Strategy, Business Development, Management Development, Coaching, Sales, Mutual Funds, Wealth Management, Investments, Leadership Development, Retirement Planning, Portfolio Management, Recruiting, Finance, Series 63, Series 7, Leadership, Financial Services, Management
Education
University of Missouri at St. Louis 1985 — 1986
Master of Business Administration (M.B.A.), Marketing Management, General
University of Dayton 1976 — 1980
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Dave Ledwin's Fidelity Investments Experience Relationship ManagerFidelity InvestmentsJune 2002 - June 2007
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Relationship ManagerFidelity InvestmentsJune 2002 - June 2007
Education
University of Dayton 1982 — 1985
BA, Communications
Fidelity Investments Relationship ManagerFidelity InvestmentsJune 2002 - June 2007
Education
University of Dayton 1982 — 1985
BA, Communications
Bob Beerck's Fidelity Investments Experience April 2005 - September 2008
Job Customer Quality Engineer at ThyssenKrupp Bilstein of America
Industry Automotive
Experience
ThyssenKrupp Bilstein of America October 2011 - Present
Toyota Boshoku America September 2008 - October 2011
Toyota Boshoku 2008 - October 2011
Fidelity Investments April 2005 - September 2008
Valeo Climate Control March 1999 - April 2005
3M 1985 - 1989
Skills
Problem Solving, Continuous Improvement, Root Cause Analysis, Automotive, PPAP, Quality Management, Supplier Quality, Kaizen, Lean Manufacturing, Management, Plastics, Manufacturing, Quality System, Quality Assurance, DMAIC, 5S, Value Stream Mapping, FMEA, Six Sigma, Cross-functional Team..., ISO, Performance Motivation, SPC, Team Leadership, Team Motivation
Education
Xavier University 1997 — 2001
MBA, Business
University of Dayton 1981 — 1985
Bachelors, Industrial Engineering
ThyssenKrupp Bilstein of America October 2011 - Present
Toyota Boshoku America September 2008 - October 2011
Toyota Boshoku 2008 - October 2011
Fidelity Investments April 2005 - September 2008
Valeo Climate Control March 1999 - April 2005
3M 1985 - 1989
Skills
Problem Solving, Continuous Improvement, Root Cause Analysis, Automotive, PPAP, Quality Management, Supplier Quality, Kaizen, Lean Manufacturing, Management, Plastics, Manufacturing, Quality System, Quality Assurance, DMAIC, 5S, Value Stream Mapping, FMEA, Six Sigma, Cross-functional Team..., ISO, Performance Motivation, SPC, Team Leadership, Team Motivation
Education
Xavier University 1997 — 2001
MBA, Business
University of Dayton 1981 — 1985
Bachelors, Industrial Engineering
Martha Allman's Fidelity Investments Experience February 2007 - December 2007
Job Professional
Industry Financial Services
Experience
Fidelity Investments February 2007 - December 2007
Hewitt Associates June 2003 - August 2006
Northern Trust December 1994 - June 2003
First Union Bank July 1994 - November 1994
Fidelity Investments October 1987 - July 1994
Skills
401k, SDLC, Product Development, Leadership, Strategic Planning, BPO
Education
University of Dayton
BS, Education
Fidelity Investments February 2007 - December 2007
Hewitt Associates June 2003 - August 2006
Northern Trust December 1994 - June 2003
First Union Bank July 1994 - November 1994
Fidelity Investments October 1987 - July 1994
Skills
401k, SDLC, Product Development, Leadership, Strategic Planning, BPO
Education
University of Dayton
BS, Education
William Larensen's Fidelity Investments Experience August 1994 - December 1999
Job Experienced Program Manager
Industry Consumer Services
Experience
Larensen Landscaping LLC April 2010 - March 2011
Lee Hecht Harrison January 2010 - April 2010
MassMutual Financial Group January 2000 - January 2010
Fidelity Investments August 1994 - December 1999
Shawmut Bank 1985 - 1994
Skills
Program Management, Financial Services, Management, Project Planning, Project Management
Education
University of Connecticut 1964 — 1969
BS, Forestry
Bentley College
Pension and Employee Benefits Program
Larensen Landscaping LLC April 2010 - March 2011
Lee Hecht Harrison January 2010 - April 2010
MassMutual Financial Group January 2000 - January 2010
Fidelity Investments August 1994 - December 1999
Shawmut Bank 1985 - 1994
Skills
Program Management, Financial Services, Management, Project Planning, Project Management
Education
University of Connecticut 1964 — 1969
BS, Forestry
Bentley College
Pension and Employee Benefits Program
Phil English's Fidelity Investments Experience 2001 - Present
Job CFO at Veritude, a Fidelity Investments Company
Industry Financial Services
Experience
Veritude, a Fidelity Investments Company January 2011 - Present
Fidelity Investments 2001 - Present
Veritude, a Fidelity Investments Company 2005 - 2010
Diageo 1986 - 2001
Heublein 1986 - 2001
Education
University of Connecticut 1989 — 1994
MBA, Finance
University of Connecticut 1976 — 1980
BS, Accounting
Veritude, a Fidelity Investments Company January 2011 - Present
Fidelity Investments 2001 - Present
Veritude, a Fidelity Investments Company 2005 - 2010
Diageo 1986 - 2001
Heublein 1986 - 2001
Education
University of Connecticut 1989 — 1994
MBA, Finance
University of Connecticut 1976 — 1980
BS, Accounting
Keith Potvin's Fidelity Investments Experience June 2005 - Present
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
Education
University of Connecticut 2001 — 2005
Bachelor of Science, Finance
Fidelity Investments June 2005 - Present
Education
University of Connecticut 2001 — 2005
Bachelor of Science, Finance
Jason Kosmo Cutler's Fidelity Investments Experience August 1999 - March 2001
Job AVP, Compliance at United Capital Financial Advisers
Industry Financial Services
Experience
Harris Associates L.P. March 2008 - July 2012
Henderson Global Investors March 2001 - September 2003
Fidelity Investments August 1999 - March 2001
Friends Ivory & Sime September 1997 - July 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, HTML
Education
The University of Connecticut 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Harris Associates L.P. March 2008 - July 2012
Henderson Global Investors March 2001 - September 2003
Fidelity Investments August 1999 - March 2001
Friends Ivory & Sime September 1997 - July 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, HTML
Education
The University of Connecticut 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Jeffrey Lees's Fidelity Investments Experience October 2013 - Present
Job Foreign Exchange & Global Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments August 2010 - October 2013
State Street January 2007 - August 2010
Putnam Investments November 2005 - January 2007
TD Bank June 2004 - November 2005
Skills
Equities, Mutual Funds, Securities, Asset Managment, Financial Services, Bloomberg, Process Improvement, Banking, Relationship Management, Bonds, Derivatives, Investments, Trading
Education
University of Connecticut 2000 — 2004
BA, Economics
LHS
Fidelity Investments October 2013 - Present
Fidelity Investments August 2010 - October 2013
State Street January 2007 - August 2010
Putnam Investments November 2005 - January 2007
TD Bank June 2004 - November 2005
Skills
Equities, Mutual Funds, Securities, Asset Managment, Financial Services, Bloomberg, Process Improvement, Banking, Relationship Management, Bonds, Derivatives, Investments, Trading
Education
University of Connecticut 2000 — 2004
BA, Economics
LHS
Mark Wiehe, CPA's Fidelity Investments Experience December 2003 - Present
Job VP Audit at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2003 - Present
Bank One 1992 - 2003
Skills
Auditing, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Finance, Financial Analysis, Process Improvement, Business Analysis, Banking
Education
University of Dayton 1988 — 1992
Bachelor of Science (BS), Accounting
Fidelity Investments December 2003 - Present
Bank One 1992 - 2003
Skills
Auditing, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Finance, Financial Analysis, Process Improvement, Business Analysis, Banking
Education
University of Dayton 1988 — 1992
Bachelor of Science (BS), Accounting
Angela Honaker-Stewart's Fidelity Investments Experience September 1993 - Present
Job Director, Case Management, DC Plan Services
Industry Financial Services
Experience
Fidelity Investments September 1993 - Present
Skills
Risk Management, Mutual Funds, Analysis, Project Management, Business Process..., Relationship Management, Team Building, Program Management
Education
University of Dayton 1989 — 1993
BS, Finance
Fidelity Investments September 1993 - Present
Skills
Risk Management, Mutual Funds, Analysis, Project Management, Business Process..., Relationship Management, Team Building, Program Management
Education
University of Dayton 1989 — 1993
BS, Finance
Brian Sheridan's Fidelity Investments Experience August 2005 - Present
Job Vice President, Client Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2005 - Present
Education
Xavier University - Williams College of Business 1996 — 1997
MBA
University of Dayton 1990 — 1994
BS, Business Administration
Fidelity Investments August 2005 - Present
Education
Xavier University - Williams College of Business 1996 — 1997
MBA
University of Dayton 1990 — 1994
BS, Business Administration
Sean Markham, CFP(R)'s Fidelity Investments Experience December 2004 - December 2007
Job Vice President
Industry Financial Services
Experience
Horizon Kinetics, LLC January 2008 - Present
Fidelity Investments December 2004 - December 2007
Fidelity Investments September 2004 - October 2005
Fidelity Investments October 1998 - September 2004
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Series 7, Alternative Investments, Fixed Income, Securities, Investment Advisory, Asset Management, Wealth Management, Portfolio Management, Investment Strategies, Strategic Financial..., FINRA
Education
University of Connecticut 2000 — 2002
MBA, Finance
Western New England College 1989 — 1993
BS, Marketing
Horizon Kinetics, LLC January 2008 - Present
Fidelity Investments December 2004 - December 2007
Fidelity Investments September 2004 - October 2005
Fidelity Investments October 1998 - September 2004
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Series 7, Alternative Investments, Fixed Income, Securities, Investment Advisory, Asset Management, Wealth Management, Portfolio Management, Investment Strategies, Strategic Financial..., FINRA
Education
University of Connecticut 2000 — 2002
MBA, Finance
Western New England College 1989 — 1993
BS, Marketing
Patrick Doonan's Fidelity Investments Experience July 2012 - Present
Job Reconciliation Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments July 2012 - Present
Boston Globe December 2011 - January 2012
Cohasset Swim Team June 2007 - August 2011
Vector Marketing June 2010 - August 2010
Skills
Microsoft Word, Microsoft Office, Sales, Data Entry, Interpersonal Skill, Communication Skills, Writing, Internal Communications
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance
Fidelity Investments July 2012 - Present
Boston Globe December 2011 - January 2012
Cohasset Swim Team June 2007 - August 2011
Vector Marketing June 2010 - August 2010
Skills
Microsoft Word, Microsoft Office, Sales, Data Entry, Interpersonal Skill, Communication Skills, Writing, Internal Communications
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance
Jerry Lieberman's Fidelity Investments Experience 1993 - 1998
Job Experienced President of NYSE Listed Financial Services Company
Industry Financial Services
Experience
SureVisit September 2013 - Present
Forest Laboratories August 2011 - Present
University of Connecticut Foundation September 2002 - September 2012
Computershare August 2010 - August 2012
AXA 2004 - 2009
AllianceBernstein 1998 - 2009
University of Connecticut School of Business Administration 2000 - 2002
Fidelity Investments 1993 - 1998
Citi Group 1979 - 1993
Arthur Andersen & Co 1969 - 1976
Skills
Deal Maker, Team Building, Deal Execution, Asset Managment, Investments, Financial Services, Hedge Funds, Portfolio Management, Investment Advisory, Private Equity, Investment Strategies, Investment Management, Alternative Investments, Equities, Capital Markets, Asset Allocation, Venture Capital, Due Diligence, Mutual Funds, Investment Banking, Retirement Planning, Bloomberg, Corporate Governance, Global Compensation, Strategic Planning
Education
University of Connecticut 1965 — 1969
B.S., Business
SureVisit September 2013 - Present
Forest Laboratories August 2011 - Present
University of Connecticut Foundation September 2002 - September 2012
Computershare August 2010 - August 2012
AXA 2004 - 2009
AllianceBernstein 1998 - 2009
University of Connecticut School of Business Administration 2000 - 2002
Fidelity Investments 1993 - 1998
Citi Group 1979 - 1993
Arthur Andersen & Co 1969 - 1976
Skills
Deal Maker, Team Building, Deal Execution, Asset Managment, Investments, Financial Services, Hedge Funds, Portfolio Management, Investment Advisory, Private Equity, Investment Strategies, Investment Management, Alternative Investments, Equities, Capital Markets, Asset Allocation, Venture Capital, Due Diligence, Mutual Funds, Investment Banking, Retirement Planning, Bloomberg, Corporate Governance, Global Compensation, Strategic Planning
Education
University of Connecticut 1965 — 1969
B.S., Business
Megan Timmers's Fidelity Investments Experience August 2014 - Present
Job Customer Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Lincoln Educational Services - Lincoln College of Technology December 2009 - July 2013
Sylvan Learning Center August 2008 - August 2010
Clermont Northestern School District August 2007 - December 2009
Skills
Curriculum Development, Curriculum Design, Instructional Design, Teaching, Program Development, Resume Writing, Leadership Development, Adult Education, Staff Development, Team Building, Higher Education, Career Development, Student Affairs, E-Learning, Career Counseling, Leadership, Admissions, Program Management
Education
Xavier University 2010 — 2012
Master of Science, Human Resource Development
University of Dayton 2003 — 2007
Bachelor of Science, Middle Childhood Education
Fidelity Investments August 2014 - Present
Lincoln Educational Services - Lincoln College of Technology December 2009 - July 2013
Sylvan Learning Center August 2008 - August 2010
Clermont Northestern School District August 2007 - December 2009
Skills
Curriculum Development, Curriculum Design, Instructional Design, Teaching, Program Development, Resume Writing, Leadership Development, Adult Education, Staff Development, Team Building, Higher Education, Career Development, Student Affairs, E-Learning, Career Counseling, Leadership, Admissions, Program Management
Education
Xavier University 2010 — 2012
Master of Science, Human Resource Development
University of Dayton 2003 — 2007
Bachelor of Science, Middle Childhood Education
Robert J. Skinner's Fidelity Investments Experience 1995 - 2000
Job Founding Partner at Luminous Capital
Industry Financial Services
Experience
Luminous Capital 2008 - Present
Merrill Lynch 2000 - 2008
Fidelity Investments 1995 - 2000
Skills
Investments, Alternative Investments, Strategic Planning, Hedge Funds
Education
The University of Connecticut 1989 — 1993
Luminous Capital 2008 - Present
Merrill Lynch 2000 - 2008
Fidelity Investments 1995 - 2000
Skills
Investments, Alternative Investments, Strategic Planning, Hedge Funds
Education
The University of Connecticut 1989 — 1993
Sheila DeLutrie's Fidelity Investments Experience January 2001 - May 2006
Job Accounting Senior Specialist at Cigna
Industry Accounting
Experience
Cigna May 2006 - Present
Fidelity Investments January 2001 - May 2006
Skills
Financial Reporting, Accounting, General Ledger, GAAP, Internal Controls, Account Reconciliation, Auditing, Financial Accounting, Sarbanes-Oxley Act, Variance Analysis, Accounts Payable, Financial Analysis, Accounts Receivable, Financial Statements, Journal Entries, Tax, QuickBooks
Education
The University of Connecticut
B.S., Accounting
Cigna May 2006 - Present
Fidelity Investments January 2001 - May 2006
Skills
Financial Reporting, Accounting, General Ledger, GAAP, Internal Controls, Account Reconciliation, Auditing, Financial Accounting, Sarbanes-Oxley Act, Variance Analysis, Accounts Payable, Financial Analysis, Accounts Receivable, Financial Statements, Journal Entries, Tax, QuickBooks
Education
The University of Connecticut
B.S., Accounting
Stephen Northup's Fidelity Investments Experience April 2011 - August 2011
Job Developer at Skystream Markets
Industry Capital Markets
Experience
Skystream Markets August 2012 - Present
MedAdherence LLC 2014 - 2014
MedAdherence LLC 2014 - 2014
MedAdherence LLC 2014 - 2014
MedAdherence LLC 2014 - 2014
Fidelity Investments April 2011 - August 2011
Ultra Electronics - DNE Technologies April 2010 - August 2010
Education
The University of Connecticut 2008 — 2012
Bachelor of Engineering (B.E.), Computer Science
Skystream Markets August 2012 - Present
MedAdherence LLC 2014 - 2014
MedAdherence LLC 2014 - 2014
MedAdherence LLC 2014 - 2014
MedAdherence LLC 2014 - 2014
Fidelity Investments April 2011 - August 2011
Ultra Electronics - DNE Technologies April 2010 - August 2010
Education
The University of Connecticut 2008 — 2012
Bachelor of Engineering (B.E.), Computer Science
Jo-Mei Chang's Fidelity Investments Experience 1999 - 2011
Job Business/Data Analyst at Mercer
Industry Information Technology and Services
Experience
Mercer 2012 - Present
Fidelity Investments 1999 - 2011
Skills
SDLC, Business Analysis, Requirements Gathering, Agile Methodologies
Education
The University of Connecticut
Bachelor of Arts (B.A.)
Mercer 2012 - Present
Fidelity Investments 1999 - 2011
Skills
SDLC, Business Analysis, Requirements Gathering, Agile Methodologies
Education
The University of Connecticut
Bachelor of Arts (B.A.)
Brett Roth's Fidelity Investments Experience September 2013 - Present
Job Regional Sales Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments January 1998 - September 2013
Fidelity Investments November 1991 - January 1998
Education
University of Dayton 1984 — 1988
Bachelor of Science (BS), Electrical and Electronics Engineering
Fidelity Investments September 2013 - Present
Fidelity Investments January 1998 - September 2013
Fidelity Investments November 1991 - January 1998
Education
University of Dayton 1984 — 1988
Bachelor of Science (BS), Electrical and Electronics Engineering
Cristina Saavedra Velez's Fidelity Investments Experience October 2005 - September 2007
Job Compliance Manager, VP at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
JPMorgan Chase March 2009 - February 2014
Fifth Third Bank September 2007 - February 2009
Fidelity Investments October 2005 - September 2007
Education
University of Dayton 2000 — 2005
Bachelor of Science (BS), Finance and Economics
J.P. Morgan February 2014 - Present
JPMorgan Chase March 2009 - February 2014
Fifth Third Bank September 2007 - February 2009
Fidelity Investments October 2005 - September 2007
Education
University of Dayton 2000 — 2005
Bachelor of Science (BS), Finance and Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank