Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Gordon Fair, CFP® Gordon Fair, CFP®'s Fidelity Investments Experience August 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Principal Financial Group January 2015 - Present
Allstate Financial May 2013 - December 2014
PNC Financial Advisors October 2011 - April 2013
VALIC October 2010 - October 2011
MainSource Financial Group August 2009 - October 2010
Chase June 2005 - July 2009
CBA Pharma January 2004 - May 2005
Fifth Third Bank January 2003 - April 2004
Fifth Third Bank January 2002 - January 2003
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Finance, Financial Advisory, Series 7, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Financial Services, Investment Management, Insurance, Wealth, Wealth Management
Education
University of Florida
Bachelor of Science, Business Administration
University of Florida
BSBA, Business Management
Fidelity Investments August 2015 - Present
Principal Financial Group January 2015 - Present
Allstate Financial May 2013 - December 2014
PNC Financial Advisors October 2011 - April 2013
VALIC October 2010 - October 2011
MainSource Financial Group August 2009 - October 2010
Chase June 2005 - July 2009
CBA Pharma January 2004 - May 2005
Fifth Third Bank January 2003 - April 2004
Fifth Third Bank January 2002 - January 2003
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Finance, Financial Advisory, Series 7, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Financial Services, Investment Management, Insurance, Wealth, Wealth Management
Education
University of Florida
Bachelor of Science, Business Administration
University of Florida
BSBA, Business Management
Raina Halabi Raina Halabi's Fidelity Investments Experience September 2015 - Present
Job Business Development Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments October 2014 - August 2015
Tennis Academy at Harvard May 2014 - August 2014
Skills
Recycling, Organization, People Skills, Time Management, Leadership, Environmental Issues, Molecular Biology, Genetics, Event Planning, Customer Service, Marketing, Sales
Education
University of Detroit Mercy 2010 — 2014
Bachelor of Science (B.S.), Biology, General
Fidelity Investments September 2015 - Present
Fidelity Investments October 2014 - August 2015
Tennis Academy at Harvard May 2014 - August 2014
Skills
Recycling, Organization, People Skills, Time Management, Leadership, Environmental Issues, Molecular Biology, Genetics, Event Planning, Customer Service, Marketing, Sales
Education
University of Detroit Mercy 2010 — 2014
Bachelor of Science (B.S.), Biology, General
Michael W Hall Michael W Hall's Fidelity Investments Experience July 2009 - September 2011
Job CEO at MW Hall & Associates, LLC
Industry Financial Services
Experience
MW Hall & Associates, LLC July 2012 - Present
NCC, Inc September 2011 - April 2012
Fidelity Investments July 2009 - September 2011
Skills
Strategic Planning, Negotiation, Process Improvement, Budgets, Business Analysis, Project Management, Account Management, Team Leadership, Microsoft Office, Customer Service, Team Building, Financial Analysis, Marketing Strategy, PowerPoint, Forecasting, Marketing, Financial Modeling, Risk Management, Asset Managment, Requirements Analysis, Salesforce.com, Business Planning, Start-ups, CRM, Training, Leadership, Management Consulting, Asset Management, Insurance, Cross-functional Team..., Sales, Strategy, Organizational..., Operations Management, Coaching, Mergers & Acquisitions, New Business Development, Microsoft Excel, Investments, Microsoft Word, Analysis, Leadership Development, Project Planning, Recruiting, Business Strategy, Contract Negotiation, Vendor Management, Product Development, Business Development, Sales Management
Education
University of Denver 2007 — 2008
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Rochville University School of Business 2004 — 2007
BS, Business and Accounting
MW Hall & Associates, LLC July 2012 - Present
NCC, Inc September 2011 - April 2012
Fidelity Investments July 2009 - September 2011
Skills
Strategic Planning, Negotiation, Process Improvement, Budgets, Business Analysis, Project Management, Account Management, Team Leadership, Microsoft Office, Customer Service, Team Building, Financial Analysis, Marketing Strategy, PowerPoint, Forecasting, Marketing, Financial Modeling, Risk Management, Asset Managment, Requirements Analysis, Salesforce.com, Business Planning, Start-ups, CRM, Training, Leadership, Management Consulting, Asset Management, Insurance, Cross-functional Team..., Sales, Strategy, Organizational..., Operations Management, Coaching, Mergers & Acquisitions, New Business Development, Microsoft Excel, Investments, Microsoft Word, Analysis, Leadership Development, Project Planning, Recruiting, Business Strategy, Contract Negotiation, Vendor Management, Product Development, Business Development, Sales Management
Education
University of Denver 2007 — 2008
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Rochville University School of Business 2004 — 2007
BS, Business and Accounting
Tony Strotman Tony Strotman's Fidelity Investments Experience July 2007 - July 2008
Job Senior Examiner
Industry Financial Services
Experience
LPL Financial June 2013 - Present
IFS Financial Services March 2012 - June 2013
Capital Analysts Inc September 2010 - March 2012
Capital Analysts Incorporated July 2008 - September 2010
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments July 2003 - July 2005
Education
Xavier University 2007 — 2008
Certificate, Certified Financial Planning (CFP)
University of Dayton 1999 — 2003
BSBA, International Business, Spanish
Cincinnati Elder 1995 — 1999
HS Diploma
LPL Financial June 2013 - Present
IFS Financial Services March 2012 - June 2013
Capital Analysts Inc September 2010 - March 2012
Capital Analysts Incorporated July 2008 - September 2010
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments July 2003 - July 2005
Education
Xavier University 2007 — 2008
Certificate, Certified Financial Planning (CFP)
University of Dayton 1999 — 2003
BSBA, International Business, Spanish
Cincinnati Elder 1995 — 1999
HS Diploma
Adam Pettyes's Fidelity Investments Experience July 2015 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2014 - July 2015
Northwestern Mutual June 2013 - July 2015
Special Olympics Colorado June 2012 - August 2012
Olympic Steel 2011 - 2011
Education
University of Denver 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments July 2015 - Present
Fidelity Investments July 2014 - July 2015
Northwestern Mutual June 2013 - July 2015
Special Olympics Colorado June 2012 - August 2012
Olympic Steel 2011 - 2011
Education
University of Denver 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Monty Milburn Jr. Monty Milburn Jr.'s Fidelity Investments Experience May 2014 - January 2015
Job Empowering clients by providing turnkey technology solutions
Industry Information Technology and Services
Experience
Windstream February 2015 - Present
Fidelity Investments May 2014 - January 2015
Fifth Third Bank February 2012 - May 2014
Vector Marketing May 2010 - September 2010
Vector Marketing May 2009 - May 2010
Vector Marketing May 2008 - May 2009
Skills
Customer Service, Management, Leadership, Microsoft Word, Marketing, Selling, Operations Management, B2B, Cloud Computing, Cloud Applications, Cloud Security, Sales, Network Security, Computer Network..., Disaster Recovery, Microsoft Excel, CRM, Sales Operations
Education
University of Dayton 2007 — 2011
BA degree in Economics, Economics
Archbishop Moeller High school
Archbishop Moeller High school
Moeller
Windstream February 2015 - Present
Fidelity Investments May 2014 - January 2015
Fifth Third Bank February 2012 - May 2014
Vector Marketing May 2010 - September 2010
Vector Marketing May 2009 - May 2010
Vector Marketing May 2008 - May 2009
Skills
Customer Service, Management, Leadership, Microsoft Word, Marketing, Selling, Operations Management, B2B, Cloud Computing, Cloud Applications, Cloud Security, Sales, Network Security, Computer Network..., Disaster Recovery, Microsoft Excel, CRM, Sales Operations
Education
University of Dayton 2007 — 2011
BA degree in Economics, Economics
Archbishop Moeller High school
Archbishop Moeller High school
Moeller
Kaitlyn Deroy's Fidelity Investments Experience July 2007 - July 2008
Job Professional Figure Skater at Feld Entertainment
Industry Entertainment
Experience
Feld Entertainment July 2008 - Present
Feld Entertainment July 2008 - Present
Fidelity Investments July 2007 - July 2008
Skills
Entertainment, Dance, Social Media, Social Networking, Event Planning, Social Media Marketing, Facebook, Event Management, Advertising, Photoshop, Adobe Creative Suite, Public Relations, Online Marketing, Customer Service, Marketing, Microsoft Excel, New Media, Television
Education
University of Delaware 2003 — 2007
BA, English/ Journalism
Feld Entertainment July 2008 - Present
Feld Entertainment July 2008 - Present
Fidelity Investments July 2007 - July 2008
Skills
Entertainment, Dance, Social Media, Social Networking, Event Planning, Social Media Marketing, Facebook, Event Management, Advertising, Photoshop, Adobe Creative Suite, Public Relations, Online Marketing, Customer Service, Marketing, Microsoft Excel, New Media, Television
Education
University of Delaware 2003 — 2007
BA, English/ Journalism
William Lucas, CFP®'s Fidelity Investments Experience May 2013 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Edward Jones June 2011 - September 2012
Baumann's Fine Meats April 2008 - May 2011
Education
University of Dayton 2009 — 2013
Business School, Finance, Senior
Mary Institute St. Louis Country Day School 2005 — 2009
Fidelity Investments May 2013 - Present
Edward Jones June 2011 - September 2012
Baumann's Fine Meats April 2008 - May 2011
Education
University of Dayton 2009 — 2013
Business School, Finance, Senior
Mary Institute St. Louis Country Day School 2005 — 2009
Thomas M Zientek CFP® Thomas M Zientek CFP®'s Fidelity Investments Experience February 2007 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2007 - Present
Fidelity Investments January 2006 - January 2007
Fidelity Investments October 2004 - December 2005
Fidelity Investments January 2004 - September 2004
National City Bank May 2002 - December 2003
Skills
Retirement Planning, Portfolio Management, Series 7, Series 63, Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Asset Managment, Mutual Funds, Financial Analysis, Finance, Series 66, Life & Health Insurance..., Retirement, Leadership, Sales, Wealth Management, Uniform Combined State...
Education
Xavier University - School of Business Administration 2004 — 2007
Master of Business Administration
University of Dayton 1999 — 2002
Bachelor of Science in Business Administration, Finance
Fidelity Investments February 2007 - Present
Fidelity Investments January 2006 - January 2007
Fidelity Investments October 2004 - December 2005
Fidelity Investments January 2004 - September 2004
National City Bank May 2002 - December 2003
Skills
Retirement Planning, Portfolio Management, Series 7, Series 63, Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Asset Managment, Mutual Funds, Financial Analysis, Finance, Series 66, Life & Health Insurance..., Retirement, Leadership, Sales, Wealth Management, Uniform Combined State...
Education
Xavier University - School of Business Administration 2004 — 2007
Master of Business Administration
University of Dayton 1999 — 2002
Bachelor of Science in Business Administration, Finance
Daniel Allam's Fidelity Investments Experience April 2013 - Present
Job Director, Quality Assurance Managed Accounts at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2013 - Present
ANZ - E*TRADE Australia March 2008 - December 2012
Trayport May 2006 - December 2007
SunGard Data Management Solutions September 2003 - January 2005
SunGard FAME December 1997 - January 2001
Skills
Quality Center, Test Management, User Acceptance Testing, Test Strategy, SDLC, Agile Methodologies, Test Automation, VBScript, SQL, Microsoft SQL Server, TCP/IP, QTP, UFT, Test Environments, Test Estimation, Business Analysis, Equities, Mac OS, White Box Testing, XML, System Integration..., Regression Testing, Trading Software
Education
University of East Anglia 2002 — 2003
Master of Science (MSc), Computing Science, Distinction
The University of Reading 1992 — 1995
Bachelor of Laws (LLB), Law, 2.1
Fidelity Investments April 2013 - Present
ANZ - E*TRADE Australia March 2008 - December 2012
Trayport May 2006 - December 2007
SunGard Data Management Solutions September 2003 - January 2005
SunGard FAME December 1997 - January 2001
Skills
Quality Center, Test Management, User Acceptance Testing, Test Strategy, SDLC, Agile Methodologies, Test Automation, VBScript, SQL, Microsoft SQL Server, TCP/IP, QTP, UFT, Test Environments, Test Estimation, Business Analysis, Equities, Mac OS, White Box Testing, XML, System Integration..., Regression Testing, Trading Software
Education
University of East Anglia 2002 — 2003
Master of Science (MSc), Computing Science, Distinction
The University of Reading 1992 — 1995
Bachelor of Laws (LLB), Law, 2.1
Brian Denny's Fidelity Investments Experience June 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
University of Evansville August 2007 - December 2011
NORTHWESTERN MUTUAL FINANCIAL NETWORK May 2010 - August 2010
Education
University of Evansville 2007 — 2011
B.S, Business Administration; Economics/Finance
Fidelity Investments June 2012 - Present
University of Evansville August 2007 - December 2011
NORTHWESTERN MUTUAL FINANCIAL NETWORK May 2010 - August 2010
Education
University of Evansville 2007 — 2011
B.S, Business Administration; Economics/Finance
Melinda Kuleszka Melinda Kuleszka's Fidelity Investments Experience April 2012 - Present
Job Vice President, Marketing & Communications at Fidelity Investments, XTRAC Solutions
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments January 2006 - April 2012
Fidelity Investments October 2003 - January 2006
Fidelity Investments September 2001 - January 2003
Fidelity Investments January 1998 - September 2001
Fidelity Investments March 1997 - January 1998
Fidelity Investments April 1990 - March 1997
Fidelity Investments December 1988 - April 1990
Fidelity Investments November 1986 - December 1988
Legg Mason July 1985 - October 1986
Skills
Financial Services, Marketing Strategy, Brand & Product..., Analytics, Marketing Communications, Mutual Funds, Product Management, Market Research, Management, Marketing, Series 7, Strategy, Marketing Research, Leadership, Program Management, Brand Development
Education
University of Delaware
Bachelor of Arts (BA), Psychology
Fidelity Investments April 2012 - Present
Fidelity Investments January 2006 - April 2012
Fidelity Investments October 2003 - January 2006
Fidelity Investments September 2001 - January 2003
Fidelity Investments January 1998 - September 2001
Fidelity Investments March 1997 - January 1998
Fidelity Investments April 1990 - March 1997
Fidelity Investments December 1988 - April 1990
Fidelity Investments November 1986 - December 1988
Legg Mason July 1985 - October 1986
Skills
Financial Services, Marketing Strategy, Brand & Product..., Analytics, Marketing Communications, Mutual Funds, Product Management, Market Research, Management, Marketing, Series 7, Strategy, Marketing Research, Leadership, Program Management, Brand Development
Education
University of Delaware
Bachelor of Arts (BA), Psychology
Israel Millan Israel Millan's Fidelity Investments Experience January 2014 - October 2014
Job Mutual Fund Analyst at Lipper, A Thomson Reuters Company
Industry Financial Services
Experience
Broadridge October 2014 - Present
Fidelity Investments January 2014 - October 2014
J.P. Morgan October 2013 - January 2014
i9 Sports January 2010 - December 2011
The North Face June 2011 - August 2011
Senatorial Campaign April 2010 - July 2010
Presidential Campaign April 2008 - November 2008
Pueblo Community College May 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Social Networking, Social Media Marketing, Social Media, Event Planning
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance
Central High School 2006 — 2009
High School/Secondary Diplomas and Certificates
Broadridge October 2014 - Present
Fidelity Investments January 2014 - October 2014
J.P. Morgan October 2013 - January 2014
i9 Sports January 2010 - December 2011
The North Face June 2011 - August 2011
Senatorial Campaign April 2010 - July 2010
Presidential Campaign April 2008 - November 2008
Pueblo Community College May 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Social Networking, Social Media Marketing, Social Media, Event Planning
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance
Central High School 2006 — 2009
High School/Secondary Diplomas and Certificates
Winston Imwalle Winston Imwalle's Fidelity Investments Experience October 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2015 - Present
Fidelity Investments June 2015 - October 2015
Fidelity Investments June 2013 - June 2015
Westminster Financial Companies Inc. March 2011 - May 2013
Flyer FOREX Fund April 2012 - April 2013
Flyer FOREX Fund November 2011 - April 2012
Vive Media LLC August 2011 - December 2011
Skills
Portfolio Management, Series 7, Technical Analysis, Microsoft Excel, Uniform Combined State..., Financial Advisory, Fundamental Analysis, Series 66
Education
University of Dayton 2009 — 2013
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Vandalia Butler High School 2005 — 2009
Fidelity Investments October 2015 - Present
Fidelity Investments June 2015 - October 2015
Fidelity Investments June 2013 - June 2015
Westminster Financial Companies Inc. March 2011 - May 2013
Flyer FOREX Fund April 2012 - April 2013
Flyer FOREX Fund November 2011 - April 2012
Vive Media LLC August 2011 - December 2011
Skills
Portfolio Management, Series 7, Technical Analysis, Microsoft Excel, Uniform Combined State..., Financial Advisory, Fundamental Analysis, Series 66
Education
University of Dayton 2009 — 2013
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Vandalia Butler High School 2005 — 2009
Brandon Dewji Brandon Dewji's Fidelity Investments Experience June 2011 - August 2011
Job Credit Research Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2014 - Present
Aurora Investment Managers, LLC February 2008 - April 2014
York Finance Club December 2011 - December 2013
CPP Investment Board April 2013 - August 2013
Investors of Tomorrow May 2012 - May 2013
Putnam Investments June 2012 - August 2012
York Finance Club January 2011 - January 2012
Fidelity Investments June 2011 - August 2011
Taco Bell May 2007 - February 2008
Skills
Bloomberg, Equity Research, Valuation, Economics, Microsoft Excel, Financial Modeling, Microsoft Word, Financial Services, Basic VBA & VB.net, Business Development, Lotus Notes, Capital IQ, FactSet, Grammar & Syntax, Microsoft PowerPoint, Microsoft Outlook
Education
York University - Schulich School of Business 2010 — 2014
Bachelor of Business Administration with Honours, Finance, Accounting & Economics
University of Economics in Prague 2012 — 2012
Sharon High School 2006 — 2010
Goldman Sachs June 2014 - Present
Aurora Investment Managers, LLC February 2008 - April 2014
York Finance Club December 2011 - December 2013
CPP Investment Board April 2013 - August 2013
Investors of Tomorrow May 2012 - May 2013
Putnam Investments June 2012 - August 2012
York Finance Club January 2011 - January 2012
Fidelity Investments June 2011 - August 2011
Taco Bell May 2007 - February 2008
Skills
Bloomberg, Equity Research, Valuation, Economics, Microsoft Excel, Financial Modeling, Microsoft Word, Financial Services, Basic VBA & VB.net, Business Development, Lotus Notes, Capital IQ, FactSet, Grammar & Syntax, Microsoft PowerPoint, Microsoft Outlook
Education
York University - Schulich School of Business 2010 — 2014
Bachelor of Business Administration with Honours, Finance, Accounting & Economics
University of Economics in Prague 2012 — 2012
Sharon High School 2006 — 2010
Ryan Kinnon Ryan Kinnon's Fidelity Investments Experience June 2005 - August 2008
Job Program Support Manager for United States Air Force
Industry Defense & Space
Experience
United States Air Force May 2011 - Present
Flyer Enterprises March 2010 - March 2011
Flyer Enterprises August 2009 - March 2010
Flyer Enterprises January 2008 - August 2009
Fidelity Investments June 2005 - August 2008
Skills
Microsoft Excel, Time Management, Data Analysis, Accounting, Microsoft Office, PowerPoint, Customer Service, Social Media, Public Speaking, Sales, Event Planning, Security Clearance, Logistics Management, Military Logistics, Management
Education
University of Dayton 2010 — 2011
Master of Business Administration (M.B.A.), Accounting, Finance
University of Dayton 2006 — 2010
Bachelor's Degree, Accounting, Business Communications
Londonderry High School 2002 — 2006
United States Air Force May 2011 - Present
Flyer Enterprises March 2010 - March 2011
Flyer Enterprises August 2009 - March 2010
Flyer Enterprises January 2008 - August 2009
Fidelity Investments June 2005 - August 2008
Skills
Microsoft Excel, Time Management, Data Analysis, Accounting, Microsoft Office, PowerPoint, Customer Service, Social Media, Public Speaking, Sales, Event Planning, Security Clearance, Logistics Management, Military Logistics, Management
Education
University of Dayton 2010 — 2011
Master of Business Administration (M.B.A.), Accounting, Finance
University of Dayton 2006 — 2010
Bachelor's Degree, Accounting, Business Communications
Londonderry High School 2002 — 2006
Dan Zhong Dan Zhong's Fidelity Investments Experience Advisory Software EngineerIBMJanuary 2003 - April 2012
Job Computer Software Professional
Industry Computer Software
Experience
Fidelity Investments Advisory Software EngineerIBMJanuary 2003 - April 2012
CopperCom November 2000 - December 2002
Nortel Networks June 1993 - December 1997
Skills
Java, J2EE Web Services, SOA, Websphere, Performance Tuning, JAX-WS, XML, SOAP, EJB, Servlets, JSP, Virtualization, VMware ESX, DB2, Oracle 9i, .NET, Weblogic, CORBA, Object Oriented Design, Agile Methodologies, TCP/IP, ISDN, TDMA, HTML, CSS, JavaScript, Smalltalk, C++, REST, WebSphere
Education
University of Florida 1990 — 1993
Master's degree, Computer Science
Fidelity Investments Advisory Software EngineerIBMJanuary 2003 - April 2012
CopperCom November 2000 - December 2002
Nortel Networks June 1993 - December 1997
Skills
Java, J2EE Web Services, SOA, Websphere, Performance Tuning, JAX-WS, XML, SOAP, EJB, Servlets, JSP, Virtualization, VMware ESX, DB2, Oracle 9i, .NET, Weblogic, CORBA, Object Oriented Design, Agile Methodologies, TCP/IP, ISDN, TDMA, HTML, CSS, JavaScript, Smalltalk, C++, REST, WebSphere
Education
University of Florida 1990 — 1993
Master's degree, Computer Science
Cassandra Smalley, CFP(R) Cassandra Smalley, CFP(R)'s Fidelity Investments Experience October 2007 - May 2012
Job Director of Financial Planning & Portfolio Analyst at Doyle Wealth Management
Industry Investment Management
Experience
Doyle Wealth Management May 2012 - Present
Fidelity Investments October 2007 - May 2012
Osprey Financial Group August 2009 - August 2010
Education
CFA Institute - Level III Candidate in the CFA Program
University of North Florida
Master of Business Administration, Finance Concentration
University of Florida
Bachelor of Science, Sport Management
Doyle Wealth Management May 2012 - Present
Fidelity Investments October 2007 - May 2012
Osprey Financial Group August 2009 - August 2010
Education
CFA Institute - Level III Candidate in the CFA Program
University of North Florida
Master of Business Administration, Finance Concentration
University of Florida
Bachelor of Science, Sport Management
Eskandar Sadeghi, CFA Eskandar Sadeghi, CFA's Fidelity Investments Experience April 2015 - Present
Job Porfolio Strategist at FFAS, Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2015 - Present
Pyramis Global Advisors (Division of Fidelity Institutional Asset Management) January 2012 - April 2015
Fidelity Investments July 2010 - December 2011
Fidelity Investments July 2007 - June 2010
Marsh McClennan & Companies June 2006 - July 2007
Lockton UK Ltd October 2003 - June 2006
Skills
Investment Advisory, Financial Analysis, Business Relationship..., Asset Allocation, Mergers, Leadership, Portfolio Management, Risk Management, Alternative Investments, Investments, Investment Management, Mutual Funds, Asset Managment, Private Equity, Hedge Funds, Asset Management, Financial Modeling, Strategy, Relationship Management, Due Diligence, Financial Services, Equities, Fixed Income, Wealth Management, Insurance, Mergers & Acquisitions, Securities, Finance
Education
University of Exeter
Bachelor of Arts (B.A.), French and Russian, Joint Honors
Fidelity Investments April 2015 - Present
Pyramis Global Advisors (Division of Fidelity Institutional Asset Management) January 2012 - April 2015
Fidelity Investments July 2010 - December 2011
Fidelity Investments July 2007 - June 2010
Marsh McClennan & Companies June 2006 - July 2007
Lockton UK Ltd October 2003 - June 2006
Skills
Investment Advisory, Financial Analysis, Business Relationship..., Asset Allocation, Mergers, Leadership, Portfolio Management, Risk Management, Alternative Investments, Investments, Investment Management, Mutual Funds, Asset Managment, Private Equity, Hedge Funds, Asset Management, Financial Modeling, Strategy, Relationship Management, Due Diligence, Financial Services, Equities, Fixed Income, Wealth Management, Insurance, Mergers & Acquisitions, Securities, Finance
Education
University of Exeter
Bachelor of Arts (B.A.), French and Russian, Joint Honors
Taylor Dehlin's Fidelity Investments Experience July 2015 - Present
Job Investment Sales Associate
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Summit Student Investment Fund January 2015 - June 2015
Private January 2015 - May 2015
Enterprise Rent-A-Car May 2013 - December 2013
Anthony’s Pizza & Pasta April 2009 - December 2012
Skills
Customer Service, Time Management, Teamwork, Sales Management, Financial Advisory, Sales Operations, Microsoft Excel, Equity Research, Finance, Operations Management, Microsoft Office, Leadership, Invoicing, Social Media, PowerPoint, Series 7, Series 63
Education
Colorado State University 2011 — 2015
Bachelor of Science Business Administration, Corporate Finance Concentration, Economics Minor, Senior
University of Economics, Prague 2014 — 2014
International Business and Economics
Thunder Ridge High School '11 2007 — 2011
Fidelity Investments July 2015 - Present
Summit Student Investment Fund January 2015 - June 2015
Private January 2015 - May 2015
Enterprise Rent-A-Car May 2013 - December 2013
Anthony’s Pizza & Pasta April 2009 - December 2012
Skills
Customer Service, Time Management, Teamwork, Sales Management, Financial Advisory, Sales Operations, Microsoft Excel, Equity Research, Finance, Operations Management, Microsoft Office, Leadership, Invoicing, Social Media, PowerPoint, Series 7, Series 63
Education
Colorado State University 2011 — 2015
Bachelor of Science Business Administration, Corporate Finance Concentration, Economics Minor, Senior
University of Economics, Prague 2014 — 2014
International Business and Economics
Thunder Ridge High School '11 2007 — 2011
David Schwarzkopf, CFP David Schwarzkopf, CFP's Fidelity Investments Experience April 2014 - Present
Job Regional Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments January 2013 - April 2014
Fidelity Investments November 2010 - December 2012
SunTrust Bank January 2006 - November 2010
BB&T Bank 2004 - 2006
Ernst &Young 2000 - 2004
The Vanguard Group 1998 - 2000
Education
Villanova University 1999 — 2000
MBA, Finance
University of Delaware 1994 — 1998
Fidelity Investments April 2014 - Present
Fidelity Investments January 2013 - April 2014
Fidelity Investments November 2010 - December 2012
SunTrust Bank January 2006 - November 2010
BB&T Bank 2004 - 2006
Ernst &Young 2000 - 2004
The Vanguard Group 1998 - 2000
Education
Villanova University 1999 — 2000
MBA, Finance
University of Delaware 1994 — 1998
David Savitz David Savitz's Fidelity Investments Experience April 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
EverBank June 2011 - 2012
MetLife April 2010 - June 2011
Wells Fargo April 2004 - December 2009
Merrill Lynch January 1998 - April 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Series 66, Life, Health, and..., Wealth Management, Asset Managment, Retirement Planning, Financial Planning
Education
University of Florida 1985 — 1989
College of Arts & Sciences
Fidelity Investments April 2012 - Present
EverBank June 2011 - 2012
MetLife April 2010 - June 2011
Wells Fargo April 2004 - December 2009
Merrill Lynch January 1998 - April 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Series 66, Life, Health, and..., Wealth Management, Asset Managment, Retirement Planning, Financial Planning
Education
University of Florida 1985 — 1989
College of Arts & Sciences
Gregory Schoen's Fidelity Investments Experience August 2009 - July 2010
Job Senior Business Analyst at Automated Financial Systems, Inc. (AFS)
Industry Computer Software
Experience
Automated Financial Systems, Inc. (AFS) December 2010 - Present
Barclaycard July 2010 - December 2010
Fidelity Investments August 2009 - July 2010
Oracle August 2007 - May 2009
CheckFree April 2003 - August 2007
PNC Global Investment Servicing March 1999 - April 2002
Skills
Business Analysis, SDLC, Business Requirements, Requirements Gathering, Requirements Analysis, Process Engineering, Process Improvement, Data Analysis, Business Process..., Documentation, Testing, Banking, Analysis, Crystal Reports, Problem Solving, Software Implementation, Software Documentation, SQL, Access, Program Management, Agile Methodologies, CRM, Visio, Quality Assurance, MS Project, Project Management, Integration, Vendor Management, Databases, Enterprise Software, IT Strategy, Change Management, Financial Services, Oracle, Cross-functional Team..., Software Project..., Business Process, XML, PMP, Consulting, SharePoint, Training, Strategy, Management, Leadership, .NET, User Acceptance Testing, Business Intelligence, Software Development, Systems Analysis
Education
University of Delaware 1987 — 1991
BA, History, Political Science
Christiana High School 1985 — 1987
St. James High School 1983 — 1985
Automated Financial Systems, Inc. (AFS) December 2010 - Present
Barclaycard July 2010 - December 2010
Fidelity Investments August 2009 - July 2010
Oracle August 2007 - May 2009
CheckFree April 2003 - August 2007
PNC Global Investment Servicing March 1999 - April 2002
Skills
Business Analysis, SDLC, Business Requirements, Requirements Gathering, Requirements Analysis, Process Engineering, Process Improvement, Data Analysis, Business Process..., Documentation, Testing, Banking, Analysis, Crystal Reports, Problem Solving, Software Implementation, Software Documentation, SQL, Access, Program Management, Agile Methodologies, CRM, Visio, Quality Assurance, MS Project, Project Management, Integration, Vendor Management, Databases, Enterprise Software, IT Strategy, Change Management, Financial Services, Oracle, Cross-functional Team..., Software Project..., Business Process, XML, PMP, Consulting, SharePoint, Training, Strategy, Management, Leadership, .NET, User Acceptance Testing, Business Intelligence, Software Development, Systems Analysis
Education
University of Delaware 1987 — 1991
BA, History, Political Science
Christiana High School 1985 — 1987
St. James High School 1983 — 1985
Andrew Thayer Andrew Thayer's Fidelity Investments Experience 2008 - 2010
Job at Batchelder Bros. Insurance
Industry Insurance
Experience
Batchelder Bros. Insurance April 2010 - Present
Fidelity Investments 2008 - 2010
Liberty Mutual Group January 2003 - July 2008
Skills
Insurance, Risk Management, Business Development, CRM, Claim, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance, Life Insurance, Business Analysis, Financial Services
Education
University of Delaware 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Consumer Economics
Batchelder Bros. Insurance April 2010 - Present
Fidelity Investments 2008 - 2010
Liberty Mutual Group January 2003 - July 2008
Skills
Insurance, Risk Management, Business Development, CRM, Claim, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance, Life Insurance, Business Analysis, Financial Services
Education
University of Delaware 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Consumer Economics
Parris Farr, CRISC, PMP, CSM Parris Farr, CRISC, PMP, CSM's Fidelity Investments Experience February 2007 - February 2009
Job Director, Global Project Management at Stanley Healthcare
Industry Information Technology and Services
Experience
Stanley Healthcare April 2013 - Present
Pearson Education January 2010 - April 2013
Fidelity Investments February 2007 - February 2009
Aviva December 2005 - February 2007
Investors Bank & Trust Co August 2000 - December 2005
Skills
SDLC, Project Management, Vendor Management, PMP, Software Project..., ITIL, ITIL Certified, Requirements Analysis, Business Analysis, Scrum, Cross-functional Team..., Leadership, Process Improvement, Strategic Planning, Business Strategy, IT Strategy, Acquisition Integration, Acquisitions, Analytics, Business Analytics, Software Product..., Product Management, Product Lifecycle..., Global Sourcing, Globalization, Global Strategy, Global Operations, Agile Methodologies, Agile Application..., Agile Web Development, Agile Project Management, Operations Management, IT Operations, IT Service Management, Enterprise-wide..., Project Portfolio..., Portfolio Optimization, Application Portfolio..., Program Management, Program Development, Technology Roadmapping, Strategic Roadmaps, PMO Design, PMO set-up, Distributed Team..., Risk Management, Governance, Quality Assurance, Change Management, Management
Education
University of Denver
BA
Stanley Healthcare April 2013 - Present
Pearson Education January 2010 - April 2013
Fidelity Investments February 2007 - February 2009
Aviva December 2005 - February 2007
Investors Bank & Trust Co August 2000 - December 2005
Skills
SDLC, Project Management, Vendor Management, PMP, Software Project..., ITIL, ITIL Certified, Requirements Analysis, Business Analysis, Scrum, Cross-functional Team..., Leadership, Process Improvement, Strategic Planning, Business Strategy, IT Strategy, Acquisition Integration, Acquisitions, Analytics, Business Analytics, Software Product..., Product Management, Product Lifecycle..., Global Sourcing, Globalization, Global Strategy, Global Operations, Agile Methodologies, Agile Application..., Agile Web Development, Agile Project Management, Operations Management, IT Operations, IT Service Management, Enterprise-wide..., Project Portfolio..., Portfolio Optimization, Application Portfolio..., Program Management, Program Development, Technology Roadmapping, Strategic Roadmaps, PMO Design, PMO set-up, Distributed Team..., Risk Management, Governance, Quality Assurance, Change Management, Management
Education
University of Denver
BA
Jason Michaud's Fidelity Investments Experience August 2013 - Present
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Morgan Stanley June 2012 - August 2013
Merrill Lynch February 2012 - May 2012
Skills
Series 7, Series 66, Financial Analysis, Financial Modeling, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
The Governor's Academy 2003 — 2007
Fidelity Investments August 2013 - Present
Morgan Stanley June 2012 - August 2013
Merrill Lynch February 2012 - May 2012
Skills
Series 7, Series 66, Financial Analysis, Financial Modeling, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
The Governor's Academy 2003 — 2007
Jeffrey Rein CFP® Jeffrey Rein CFP®'s Fidelity Investments Experience March 1993 - July 2011
Job Experienced Investments Advisor
Industry Financial Services
Experience
Rein Investments Advisor, LLC August 2011 - Present
Fidelity Investments March 1993 - July 2011
IDS/American Express January 1992 - March 1993
Skills
Management, Investments, Retirement Planning, Finance, Asset Allocation
Education
University of Florida 1978 — 1982
Bachelor, Business
Rein Investments Advisor, LLC August 2011 - Present
Fidelity Investments March 1993 - July 2011
IDS/American Express January 1992 - March 1993
Skills
Management, Investments, Retirement Planning, Finance, Asset Allocation
Education
University of Florida 1978 — 1982
Bachelor, Business
Stephanie Schiller, CPA's Fidelity Investments Experience February 2013 - Present
Job Senior Audit Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments February 2013 - Present
Plante Moran September 2009 - February 2013
Jackson, Rolfes, Spurgeon & Co. June 2008 - July 2009
University of Dayton August 2008 - May 2009
Grant Thornton January 2007 - April 2007
Skills
Auditing, Internal Controls, CPA, Financial Reporting, Accounting
Education
University of Dayton 2004 — 2009
MBA, Accounting
Fidelity Investments February 2013 - Present
Plante Moran September 2009 - February 2013
Jackson, Rolfes, Spurgeon & Co. June 2008 - July 2009
University of Dayton August 2008 - May 2009
Grant Thornton January 2007 - April 2007
Skills
Auditing, Internal Controls, CPA, Financial Reporting, Accounting
Education
University of Dayton 2004 — 2009
MBA, Accounting
Alita King Alita King's Fidelity Investments Experience April 2014 - Present
Job Financial Advisor at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments June 2013 - March 2014
Law Office of Darren Cantor May 2009 - June 2013
Law Office of Darren Cantor June 2008 - June 2013
University of Denver September 2009 - March 2013
Tennyson Center for Children December 2008 - December 2009
Subway June 2006 - August 2007
Subway, Castle Pines, Co June 2006 - August 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Research, Social Networking, Facebook, Time Management
Education
University of Denver - Sturm College of Law 2014 — 2018
Juris Doctor (J.D.), 1L
University of Denver 2009 — 2013
Bachelor of Science (B.S.), Business Finance
University of Denver - Daniels College of Business 2009 — 2013
Bachelors of Science, Finance
Rock Canyon High School 2005 — 2009
Fidelity Investments April 2014 - Present
Fidelity Investments June 2013 - March 2014
Law Office of Darren Cantor May 2009 - June 2013
Law Office of Darren Cantor June 2008 - June 2013
University of Denver September 2009 - March 2013
Tennyson Center for Children December 2008 - December 2009
Subway June 2006 - August 2007
Subway, Castle Pines, Co June 2006 - August 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Research, Social Networking, Facebook, Time Management
Education
University of Denver - Sturm College of Law 2014 — 2018
Juris Doctor (J.D.), 1L
University of Denver 2009 — 2013
Bachelor of Science (B.S.), Business Finance
University of Denver - Daniels College of Business 2009 — 2013
Bachelors of Science, Finance
Rock Canyon High School 2005 — 2009
Corey Ruthberg Corey Ruthberg's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Merrill Lynch June 2014 - August 2014
Skills
Business, Finance, Public Speaking, Interpersonal Skill, Oral Communication, Social Media, Economics, Macroeconomics, Microeconomics, Teamwork
Education
University of Delaware 2013 — 2015
Bachelor of Arts (B.A.)
University of Delaware
Fidelity Investments July 2015 - Present
Merrill Lynch June 2014 - August 2014
Skills
Business, Finance, Public Speaking, Interpersonal Skill, Oral Communication, Social Media, Economics, Macroeconomics, Microeconomics, Teamwork
Education
University of Delaware 2013 — 2015
Bachelor of Arts (B.A.)
University of Delaware
Chris Spurling Chris Spurling's Fidelity Investments Experience May 2015 - Present
Job Procurement Intern at CSX
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
CSX October 2014 - March 2015
Edible Arrangements May 2012 - October 2012
Skills
Retail, Microsoft Word, Microsoft Office, Financial Analysis, Finance, Accounting, Microsoft Excel, Teamwork, Leadership, Access, Management, Leadership Development, Customer Service, PowerPoint, Public Speaking, Sales, Data Analysis, Time Management, Analysis, Event Planning, Social Media
Education
Jacksonville University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Economics, Prague 2014 — 2014
International Business
Fidelity Investments May 2015 - Present
CSX October 2014 - March 2015
Edible Arrangements May 2012 - October 2012
Skills
Retail, Microsoft Word, Microsoft Office, Financial Analysis, Finance, Accounting, Microsoft Excel, Teamwork, Leadership, Access, Management, Leadership Development, Customer Service, PowerPoint, Public Speaking, Sales, Data Analysis, Time Management, Analysis, Event Planning, Social Media
Education
Jacksonville University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Economics, Prague 2014 — 2014
International Business
Gretchen Maiona Gretchen Maiona's Fidelity Investments Experience April 2015 - Present
Job Risk Manager Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
New York Life Retirement Plan Services Group October 2013 - Present
Fidelity Investments January 2009 - October 2013
Fidelity Pricing and Cash Management Services September 2004 - January 2009
Fidelity Institutional Tax-Exempt Services Company May 2003 - September 2004
Fidelity Institutional Retirement Services Company July 2000 - May 2003
Fidelity Institutional Retirement Services Company February 1998 - July 2000
Arnold Advertising November 1996 - February 1998
Little, Brown and Company Publishers February 1995 - November 1996
Warren Industries/Impact Graphics June 1993 - February 1995
Skills
Management, Advertising, Marketing, Strategy, Strategic Planning, Leadership, Training, New Business Development, Strategic Communications, Financial Services, Recruiting, Creative Direction, Budgets, Publishing, Securities, Finance, Investments, Relationship Management, Vendor Management, Series 63, Process Improvement, 401k
Education
University of Denver
Bachelor of Arts, Mass Communication
Fidelity Investments April 2015 - Present
New York Life Retirement Plan Services Group October 2013 - Present
Fidelity Investments January 2009 - October 2013
Fidelity Pricing and Cash Management Services September 2004 - January 2009
Fidelity Institutional Tax-Exempt Services Company May 2003 - September 2004
Fidelity Institutional Retirement Services Company July 2000 - May 2003
Fidelity Institutional Retirement Services Company February 1998 - July 2000
Arnold Advertising November 1996 - February 1998
Little, Brown and Company Publishers February 1995 - November 1996
Warren Industries/Impact Graphics June 1993 - February 1995
Skills
Management, Advertising, Marketing, Strategy, Strategic Planning, Leadership, Training, New Business Development, Strategic Communications, Financial Services, Recruiting, Creative Direction, Budgets, Publishing, Securities, Finance, Investments, Relationship Management, Vendor Management, Series 63, Process Improvement, 401k
Education
University of Denver
Bachelor of Arts, Mass Communication
Bill Borkovitz Bill Borkovitz's Fidelity Investments Experience 1998 - 2002
Job Managing Director, Kaplan Partners
Industry Staffing and Recruiting
Experience
Kaplan Partners 2008 - Present
Financial Asset Management Systems, Inc. 2007 - 2008
Radian Guaranty Inc. 2002 - 2006
Fidelity Investments 1998 - 2002
Caremark 1995 - 1998
Citibank 1991 - 1995
Dun & Bradstreet 1985 - 1991
Skills
Strategic Planning, Change Management, Six Sigma, Call Center, Banking, CRM, Risk Management, Leadership, Call Centers, Executive Management, Management, Human Resources, Vendor Management, Retail, Process Improvement, Strategy, Executive Search, Outsourcing, Performance Management, Mergers & Acquisitions, Insurance, Start-ups, Leadership Development, Team Building, Sales Management, Operations Management, Program Management, Business Development, Business Process..., Management Consulting, Business Planning, Finance
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
B.S
Kaplan Partners 2008 - Present
Financial Asset Management Systems, Inc. 2007 - 2008
Radian Guaranty Inc. 2002 - 2006
Fidelity Investments 1998 - 2002
Caremark 1995 - 1998
Citibank 1991 - 1995
Dun & Bradstreet 1985 - 1991
Skills
Strategic Planning, Change Management, Six Sigma, Call Center, Banking, CRM, Risk Management, Leadership, Call Centers, Executive Management, Management, Human Resources, Vendor Management, Retail, Process Improvement, Strategy, Executive Search, Outsourcing, Performance Management, Mergers & Acquisitions, Insurance, Start-ups, Leadership Development, Team Building, Sales Management, Operations Management, Program Management, Business Development, Business Process..., Management Consulting, Business Planning, Finance
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
B.S
David A. Bloom David A. Bloom's Fidelity Investments Experience September 2011 - Present
Job Customer Relations
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Seabourn Cruise Line October 2004 - March 2011
Cunard Line Limited/Seabourn Cruise Line March 2001 - October 2004
Skills
Hospitality, Account Management, Lead Generation, Tourism, Budgets, Business Travel, Cruises, Customer Satisfaction, Customer Service, Hospitality Industry, Management, Marketing Communications, Travel Management, Event Management, Incentives, Contract Negotiation, Event Planning, Marketing, Online Advertising, Forecasting, Leisure Travel, Online Marketing, Social Media, Leadership, Sales Management, Revenue Analysis, Social Media Marketing, Trade Shows
Education
University of Florida 1973 — 1976
Bachelor of Science Degree, Advertising
Tappan Zee High School 1968 — 1971
Fidelity Investments September 2011 - Present
Seabourn Cruise Line October 2004 - March 2011
Cunard Line Limited/Seabourn Cruise Line March 2001 - October 2004
Skills
Hospitality, Account Management, Lead Generation, Tourism, Budgets, Business Travel, Cruises, Customer Satisfaction, Customer Service, Hospitality Industry, Management, Marketing Communications, Travel Management, Event Management, Incentives, Contract Negotiation, Event Planning, Marketing, Online Advertising, Forecasting, Leisure Travel, Online Marketing, Social Media, Leadership, Sales Management, Revenue Analysis, Social Media Marketing, Trade Shows
Education
University of Florida 1973 — 1976
Bachelor of Science Degree, Advertising
Tappan Zee High School 1968 — 1971
Patrick Groh's Fidelity Investments Experience October 1997 - April 2007
Job Wealth Management at USAA Investment Management Company
Industry Investment Management
Experience
USAA Investment Management Company June 2011 - Present
Anthem Blue Cross Blue Shield June 2009 - June 2011
TD Ameritrade April 2007 - 2009
Fidelity Investments October 1997 - April 2007
Education
University of Evansville 1986 — 1990
BS, Mathematics-Secondary Education
USAA Investment Management Company June 2011 - Present
Anthem Blue Cross Blue Shield June 2009 - June 2011
TD Ameritrade April 2007 - 2009
Fidelity Investments October 1997 - April 2007
Education
University of Evansville 1986 — 1990
BS, Mathematics-Secondary Education
Anthony Daino Anthony Daino's Fidelity Investments Experience December 2003 - December 2006
Job Senior Vice President at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald April 2014 - Present
Cantor Fitzgerald January 2012 - April 2014
Kelusa Capital, LLC August 2008 - January 2011
UBS Investment Bank January 2007 - August 2008
Fidelity Investments December 2003 - December 2006
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Options, Securities Lending, Futures, Repos, Series 3, Series 7, Series 63, Bloomberg Terminal, Alternative Investments, Securities, Derivatives, Middle Office, Bloomberg, FINRA, Equity Derivatives, Capital Markets
Education
University of Delaware 1995 — 1999
BSBA, Finance
Cantor Fitzgerald April 2014 - Present
Cantor Fitzgerald January 2012 - April 2014
Kelusa Capital, LLC August 2008 - January 2011
UBS Investment Bank January 2007 - August 2008
Fidelity Investments December 2003 - December 2006
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Options, Securities Lending, Futures, Repos, Series 3, Series 7, Series 63, Bloomberg Terminal, Alternative Investments, Securities, Derivatives, Middle Office, Bloomberg, FINRA, Equity Derivatives, Capital Markets
Education
University of Delaware 1995 — 1999
BSBA, Finance
Sean Snodgrass's Fidelity Investments Experience September 2013 - December 2014
Job Elevation Video
Industry Sports
Experience
Elevation Video May 2015 - Present
Fidelity Investments September 2013 - December 2014
Elevation Digital Media June 2012 - August 2012
Braveheart Lacrosse Camps, LLC June 2011 - September 2011
Idea Lab Marketing June 2011 - August 2011
Skills
Team Leadership, Innovator, Determined, Reliability, Self Driven, Persistent, Sales&Marketing, Sports, Event Planning, Print Ads, Leadership, Social Media Marketing, Marketing Research, Sports Coaching, Lacrosse, Marketing, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Customer Service
Education
University of Denver 2009 — 2013
BSBA, Marketing
The Hill School2008-2009 2008 — 2009
Elevation Video May 2015 - Present
Fidelity Investments September 2013 - December 2014
Elevation Digital Media June 2012 - August 2012
Braveheart Lacrosse Camps, LLC June 2011 - September 2011
Idea Lab Marketing June 2011 - August 2011
Skills
Team Leadership, Innovator, Determined, Reliability, Self Driven, Persistent, Sales&Marketing, Sports, Event Planning, Print Ads, Leadership, Social Media Marketing, Marketing Research, Sports Coaching, Lacrosse, Marketing, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Customer Service
Education
University of Denver 2009 — 2013
BSBA, Marketing
The Hill School2008-2009 2008 — 2009
Nicholas Osborn Nicholas Osborn's Fidelity Investments Experience June 2012 - Present
Job Retirement Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Merrill Lynch May 2011 - August 2011
Education
University of Florida 2008 — 2012
Bachelor of Science, Finance
Fidelity Investments June 2012 - Present
Merrill Lynch May 2011 - August 2011
Education
University of Florida 2008 — 2012
Bachelor of Science, Finance
Emily Kutch Emily Kutch's Fidelity Investments Experience June 2012 - August 2012
Job Audit Associate at KPMG US
Industry Accounting
Angela Galper Angela Galper's Fidelity Investments Experience February 1999 - June 2003
Job MySQL/SQL Server Database Administrator
Industry Internet
Experience
Not Disclosed August 2015 - Present
Amazon Web Services October 2014 - July 2015
Symantec January 2013 - October 2014
The Motley Fool March 2010 - January 2013
AOL January 2004 - March 2010
Fidelity Investments February 1999 - June 2003
Sybase October 1993 - February 1999
Skills
Unix, Linux, Microsoft SQL Server, MySQL, Agile Methodologies, Performance Tuning, Database Administration, Databases, Database Design, Windows, Web Applications, Enterprise Architecture, Sybase, Business Intelligence, Solaris, ETL, SQL Tuning, T-SQL, Perl, Data Warehousing, SSIS, SDLC, SQL, Technical Support, Apache, IIS
Education
University of Delaware
Bachelor of Arts
Wentworth Institute of Technology
West Chester University of Pennsylvania
Not Disclosed August 2015 - Present
Amazon Web Services October 2014 - July 2015
Symantec January 2013 - October 2014
The Motley Fool March 2010 - January 2013
AOL January 2004 - March 2010
Fidelity Investments February 1999 - June 2003
Sybase October 1993 - February 1999
Skills
Unix, Linux, Microsoft SQL Server, MySQL, Agile Methodologies, Performance Tuning, Database Administration, Databases, Database Design, Windows, Web Applications, Enterprise Architecture, Sybase, Business Intelligence, Solaris, ETL, SQL Tuning, T-SQL, Perl, Data Warehousing, SSIS, SDLC, SQL, Technical Support, Apache, IIS
Education
University of Delaware
Bachelor of Arts
Wentworth Institute of Technology
West Chester University of Pennsylvania
Anita Winn Anita Winn's Fidelity Investments Experience December 1987 - July 2004
Job Executive Assistant
Industry Financial Services
Experience
Fidelity Investments December 1987 - July 2004
The Forum Corporation October 1981 - May 1987
Skills
Administrative...
Education
University of Denver
BA, Psychology
Fidelity Investments December 1987 - July 2004
The Forum Corporation October 1981 - May 1987
Skills
Administrative...
Education
University of Denver
BA, Psychology
Jeffrey Rao, CFP®'s Fidelity Investments Experience December 2012 - Present
Job Vice President, Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments March 2010 - December 2012
Fidelity Investments March 2007 - March 2010
Fidelity Investments April 2004 - March 2007
Fidelity Investments October 2002 - April 2004
Fidelity Investments September 1999 - October 2002
Skills
Financial Planning, Wholesale, ETFs, Mutual Funds, Income Planning, Charitable Gift Planning, Estate Planning, Sales Management, Sales Presentations, Wealth Management..., Insurance, Retirement Planning, Training & Development, Public Speaking, Investments, Portfolio Management, Stock Market, Tax Planning, Alternative Investments, Fixed Income, Economics
Education
University of Delaware 1995 — 1999
Mount Saint Joseph 1991 — 1995
High School
Fidelity Investments December 2012 - Present
Fidelity Investments March 2010 - December 2012
Fidelity Investments March 2007 - March 2010
Fidelity Investments April 2004 - March 2007
Fidelity Investments October 2002 - April 2004
Fidelity Investments September 1999 - October 2002
Skills
Financial Planning, Wholesale, ETFs, Mutual Funds, Income Planning, Charitable Gift Planning, Estate Planning, Sales Management, Sales Presentations, Wealth Management..., Insurance, Retirement Planning, Training & Development, Public Speaking, Investments, Portfolio Management, Stock Market, Tax Planning, Alternative Investments, Fixed Income, Economics
Education
University of Delaware 1995 — 1999
Mount Saint Joseph 1991 — 1995
High School
Amrish Manna Amrish Manna's Fidelity Investments Experience July 2010 - Present
Job Passed the 2013 Level III CFA Exam
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Rotaract Club of Mississauga June 2011 - June 2012
Laura Secord July 2009 - August 2009
RhinoBag June 2008 - August 2008
Young Canada Works June 2007 - August 2007
Skills
Teamwork, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Research, Data Analysis, Time Management, Project Management, Advertising
Education
CFA Institute
Passed the 2013 Level III CFA Exam
Canadian Securities Institute
Canadian Securities Course, Passed with Honors
Schulich School of Business 2006 — 2010
International Bachelor of Business Administration, Finance and Economics, Year 3 and Year 4 average GPA of 7.6 out of 9
University of Economics in Prague 2009 — 2009
Exchange, Finance and Economics
Fidelity Investments July 2010 - Present
Rotaract Club of Mississauga June 2011 - June 2012
Laura Secord July 2009 - August 2009
RhinoBag June 2008 - August 2008
Young Canada Works June 2007 - August 2007
Skills
Teamwork, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Research, Data Analysis, Time Management, Project Management, Advertising
Education
CFA Institute
Passed the 2013 Level III CFA Exam
Canadian Securities Institute
Canadian Securities Course, Passed with Honors
Schulich School of Business 2006 — 2010
International Bachelor of Business Administration, Finance and Economics, Year 3 and Year 4 average GPA of 7.6 out of 9
University of Economics in Prague 2009 — 2009
Exchange, Finance and Economics
John Mcphee's Fidelity Investments Experience November 2011 - December 2012
Job Research Assistant at Pardee Center for International Futures
Industry International Trade and Development
Experience
Pardee Center for International Futures September 2013 - Present
The Colorado Office of Economic Development and International Trade September 2013 - June 2014
Seongnam English Town January 2013 - July 2013
Fidelity Investments November 2011 - December 2012
DDD English School November 2009 - December 2010
Newbury Comics Inc May 2007 - November 2009
Bobcat Bolt 5K/10K and Oyster River Festival February 2009 - May 2009
J-PAC LLC November 2007 - April 2008
Skills
Tableau, Forecasting, Data Analysis, Consulting, Data Modeling, Accounting, Finance, Microsoft Excel, Marketing, Teaching, Accounts Payable, General Ledger, QuickBooks, Budgets, Payroll, Valuation, Pivot Tables, Databases, Customer Service, English Teaching, International Trade, Project Management
Education
University of Denver - Josef Korbel School of International Studies 2013 — 2015
Master of Arts, Global Finance, Trade and Economic Integration, 3.76
University of New Hampshire 2005 — 2009
B.S, Business Administration
Pardee Center for International Futures September 2013 - Present
The Colorado Office of Economic Development and International Trade September 2013 - June 2014
Seongnam English Town January 2013 - July 2013
Fidelity Investments November 2011 - December 2012
DDD English School November 2009 - December 2010
Newbury Comics Inc May 2007 - November 2009
Bobcat Bolt 5K/10K and Oyster River Festival February 2009 - May 2009
J-PAC LLC November 2007 - April 2008
Skills
Tableau, Forecasting, Data Analysis, Consulting, Data Modeling, Accounting, Finance, Microsoft Excel, Marketing, Teaching, Accounts Payable, General Ledger, QuickBooks, Budgets, Payroll, Valuation, Pivot Tables, Databases, Customer Service, English Teaching, International Trade, Project Management
Education
University of Denver - Josef Korbel School of International Studies 2013 — 2015
Master of Arts, Global Finance, Trade and Economic Integration, 3.76
University of New Hampshire 2005 — 2009
B.S, Business Administration
Armando Duran Armando Duran's Fidelity Investments Experience October 2014 - April 2015
Job Portfolio Analyst at Phoenix Capital, Inc.
Industry Financial Services
Experience
Phoenix Capital, Inc. May 2015 - Present
Fidelity Investments October 2014 - April 2015
Reilly Manning, LLC June 2014 - August 2014
Young and Young April 2013 - June 2014
University of Denver August 2011 - June 2013
Education
University of Denver 2010 — 2014
Bachelor's degree, International Studies
Vesalius College 2012 — 2012
Phoenix Capital, Inc. May 2015 - Present
Fidelity Investments October 2014 - April 2015
Reilly Manning, LLC June 2014 - August 2014
Young and Young April 2013 - June 2014
University of Denver August 2011 - June 2013
Education
University of Denver 2010 — 2014
Bachelor's degree, International Studies
Vesalius College 2012 — 2012
Austin Campbell's Fidelity Investments Experience April 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
Merrill Lynch June 2011 - September 2011
Skills
Series 7, Series 63, Series 65, Life Insurance, Accident Insurance, Health Insurance, Notary
Education
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Fidelity Investments April 2015 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
Merrill Lynch June 2011 - September 2011
Skills
Series 7, Series 63, Series 65, Life Insurance, Accident Insurance, Health Insurance, Notary
Education
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Sarah Lockhart's Fidelity Investments Experience May 2006 - September 2007
Job Business Process Manager at Chase Paymentech
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2012 - Present
JPMorgan Chase & Co. December 2011 - November 2012
JPMorgan Chase May 2010 - December 2011
JPMorgan Chase September 2007 - May 2009
Fidelity Investments May 2006 - September 2007
Skills
Financial Reporting, Corporate Finance, Hyperion Enterprise, Microsoft Excel, Microsoft Access, PeopleSoft, Journal Entries, Research, Subject Matter Experts, Projects
Education
University of Denver 2005 — 2008
Master's degree, Organizational Leadership
University of Denver 2000 — 2004
Bachelor's degree, Accounting and Finance
JPMorgan Chase & Co. November 2012 - Present
JPMorgan Chase & Co. December 2011 - November 2012
JPMorgan Chase May 2010 - December 2011
JPMorgan Chase September 2007 - May 2009
Fidelity Investments May 2006 - September 2007
Skills
Financial Reporting, Corporate Finance, Hyperion Enterprise, Microsoft Excel, Microsoft Access, PeopleSoft, Journal Entries, Research, Subject Matter Experts, Projects
Education
University of Denver 2005 — 2008
Master's degree, Organizational Leadership
University of Denver 2000 — 2004
Bachelor's degree, Accounting and Finance
Brian Wiggins, J.D. Brian Wiggins, J.D.'s Fidelity Investments Experience January 2006 - July 2008
Job Partner at Wiggins and Hall Law Group, LLC
Industry Law Practice
Experience
Wiggins and Hall Law Group, LLC January 2014 - Present
Gudorf Law Group, LLC November 2012 - January 2014
Gudorf Law Group, LLC December 2010 - November 2012
Millikin & Fitton Law Firm January 2011 - December 2011
City of Dayton Prosecutor's Office June 2010 - August 2010
Holzfaster, Cecil, McKnight & Mues, LPA February 2010 - May 2010
NewPage Corporation October 2008 - June 2009
Fidelity Investments January 2006 - July 2008
New England Financial June 2004 - June 2005
Skills
Wills, Trusts, Estate Planning, Legal Writing, Legal Research, Westlaw, Microsoft Office, Insurance, Public Speaking, Contract Negotiation, PowerPoint, Microsoft Excel, Litigation, Microsoft Word, Real Estate, Commercial Litigation, Lexis, LLC, Elder Law, Business Formation, Asset Protection, Estate Administration, Civil Litigation
Education
University of Dayton School of Law 2009 — 2012
J.D.
University of Toledo 2001 — 2005
B.B.A., Financial Services and Business Law
Greenon High School 1997 — 2001
Wiggins and Hall Law Group, LLC January 2014 - Present
Gudorf Law Group, LLC November 2012 - January 2014
Gudorf Law Group, LLC December 2010 - November 2012
Millikin & Fitton Law Firm January 2011 - December 2011
City of Dayton Prosecutor's Office June 2010 - August 2010
Holzfaster, Cecil, McKnight & Mues, LPA February 2010 - May 2010
NewPage Corporation October 2008 - June 2009
Fidelity Investments January 2006 - July 2008
New England Financial June 2004 - June 2005
Skills
Wills, Trusts, Estate Planning, Legal Writing, Legal Research, Westlaw, Microsoft Office, Insurance, Public Speaking, Contract Negotiation, PowerPoint, Microsoft Excel, Litigation, Microsoft Word, Real Estate, Commercial Litigation, Lexis, LLC, Elder Law, Business Formation, Asset Protection, Estate Administration, Civil Litigation
Education
University of Dayton School of Law 2009 — 2012
J.D.
University of Toledo 2001 — 2005
B.B.A., Financial Services and Business Law
Greenon High School 1997 — 2001
Stephen Moyer, ERPA,QPA Stephen Moyer, ERPA,QPA's Fidelity Investments Experience 2008 - 2011
Job Senior Retirement Service Consultant
Industry Financial Services
Experience
Ascensus April 2014 - Present
Fidelity Investments 2008 - 2011
PNC Bank 1995 - 2008
CIGNA Retirement & Investment Services 1989 - 1995
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Wealth Management, Plan document analysis, Risk Management, Investments, Strategy, Financial Services, Asset Management, New Business Development, Asset Managment, Credit, Relationship Management, Pensions, Finance, Insurance, ERISA, Defined Benefit, Banking, Defined Contribution
Education
University of Delaware
B.A, English Language and Literature, General
University of Delaware
Ascensus April 2014 - Present
Fidelity Investments 2008 - 2011
PNC Bank 1995 - 2008
CIGNA Retirement & Investment Services 1989 - 1995
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Wealth Management, Plan document analysis, Risk Management, Investments, Strategy, Financial Services, Asset Management, New Business Development, Asset Managment, Credit, Relationship Management, Pensions, Finance, Insurance, ERISA, Defined Benefit, Banking, Defined Contribution
Education
University of Delaware
B.A, English Language and Literature, General
University of Delaware
Gail J. Cohen Gail J. Cohen's Fidelity Investments Experience 1978 - 1985
Job Facilitator
Industry Health, Wellness and Fitness
Experience
Tu Nidito Children and Family Services September 1998 - December 2013
Girl Scouts of Southern Arizona October 2010 - October 2013
ITI Travel January 1997 - December 2002
Vacation Time Travel July 1992 - July 1995
The Westin Kauai August 1987 - November 1991
Fidelity Investments 1978 - 1985
Skills
Non-profits, Public Speaking, Volunteer Management, Program Development, Coaching, Leadership Development, Nonprofits, Leadership, Community Outreach, Program Management, PowerPoint, Research, Event Planning, Personal Development, Event Management, Teaching, Fundraising, Public Relations, Workshop Facilitation, Team Building
Education
Seattle Massage School 1994 — 1995
Certificate, Massage Therapist
University of Delaware 1974 — 1975
Liberal Arts
University of Illinois at Chicago 1973 — 1974
Liberal Arts
Tu Nidito Children and Family Services September 1998 - December 2013
Girl Scouts of Southern Arizona October 2010 - October 2013
ITI Travel January 1997 - December 2002
Vacation Time Travel July 1992 - July 1995
The Westin Kauai August 1987 - November 1991
Fidelity Investments 1978 - 1985
Skills
Non-profits, Public Speaking, Volunteer Management, Program Development, Coaching, Leadership Development, Nonprofits, Leadership, Community Outreach, Program Management, PowerPoint, Research, Event Planning, Personal Development, Event Management, Teaching, Fundraising, Public Relations, Workshop Facilitation, Team Building
Education
Seattle Massage School 1994 — 1995
Certificate, Massage Therapist
University of Delaware 1974 — 1975
Liberal Arts
University of Illinois at Chicago 1973 — 1974
Liberal Arts
Alex Kapsalis's Fidelity Investments Experience January 2015 - Present
Job Financial Associate I DC at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Bankers Life and Casualty Company January 2014 - March 2014
Dine-in Delivery May 2013 - August 2013
Wild Sales, LLC June 2012 - August 2012
McAlister's Deli June 2007 - November 2008
Target October 2006 - March 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, SQL, English, HTML, Accounting, Windows, Photoshop, Team Leadership, Financial Modeling, Time Management, Higher Education, Leadership, Access, Facebook, Insurance
Education
University of Evansville 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Senior
Fidelity Investments January 2015 - Present
Bankers Life and Casualty Company January 2014 - March 2014
Dine-in Delivery May 2013 - August 2013
Wild Sales, LLC June 2012 - August 2012
McAlister's Deli June 2007 - November 2008
Target October 2006 - March 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, SQL, English, HTML, Accounting, Windows, Photoshop, Team Leadership, Financial Modeling, Time Management, Higher Education, Leadership, Access, Facebook, Insurance
Education
University of Evansville 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Senior
Anthony SanFelippo Anthony SanFelippo's Fidelity Investments Experience May 2015 - Present
Job Senior Compliance Advisor, Securities Finance at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments May 2015 - Present
Financial Industry Regulatory Authority May 2014 - Present
Financial Industry Regulatory Authority November 2011 - May 2014
J.P. Morgan Asset Management June 2010 - October 2011
Weinberg Center for Corporate Governance January 2010 - June 2010
Skills
Trading, FINRA, Series 7, Securities, AML, Securities Regulation, Equity Trading, Project Management, Financial Markets, Asset Management, Market Making, Electronic Trading
Education
University of Delaware
B.S., Finance, Cum Laude
Fidelity Investments May 2015 - Present
Financial Industry Regulatory Authority May 2014 - Present
Financial Industry Regulatory Authority November 2011 - May 2014
J.P. Morgan Asset Management June 2010 - October 2011
Weinberg Center for Corporate Governance January 2010 - June 2010
Skills
Trading, FINRA, Series 7, Securities, AML, Securities Regulation, Equity Trading, Project Management, Financial Markets, Asset Management, Market Making, Electronic Trading
Education
University of Delaware
B.S., Finance, Cum Laude
Ashwin Kantaria Ashwin Kantaria's Fidelity Investments Experience April 2012 - March 2013
Job Program Manager at Nielsen
Industry Information Technology and Services
Experience
Nielsen May 2015 - Present
Staples December 2014 - April 2015
LPL Financial January 2014 - August 2014
Cigna July 2013 - October 2013
Fidelity Investments April 2012 - March 2013
Merck January 2010 - July 2012
CIGNA June 2009 - September 2009
Pfizer June 2004 - December 2008
Pfizer November 2003 - May 2004
CIGNA January 2001 - September 2003
Skills
Health Insurance, Aerospace, Retail, Quality Assurance, Insurance - Life &..., Pharmaceuticals, Manufacturing, Sales Support, Customer Satisfaction, IT Management, IT Service Management, Process Improvement, Informatics, Program Management, Pharmaceutical Industry, Data Warehousing, Finance, Project Management, Continuous Improvement, Vendor Management, Sales Operations, ITIL, Cross-functional Team..., Leadership, Team Building, Financial Services, SDLC, Software Documentation, Requirements Analysis, Business Process, ERP, Project Portfolio..., Change Management, Testing, Strategy
Education
University of Detroit Mercy 1980 — 1983
M.E., Engineering
DDIT, Uni of Gujarat, India 1973 — 1979
BS, Engineering
Nielsen May 2015 - Present
Staples December 2014 - April 2015
LPL Financial January 2014 - August 2014
Cigna July 2013 - October 2013
Fidelity Investments April 2012 - March 2013
Merck January 2010 - July 2012
CIGNA June 2009 - September 2009
Pfizer June 2004 - December 2008
Pfizer November 2003 - May 2004
CIGNA January 2001 - September 2003
Skills
Health Insurance, Aerospace, Retail, Quality Assurance, Insurance - Life &..., Pharmaceuticals, Manufacturing, Sales Support, Customer Satisfaction, IT Management, IT Service Management, Process Improvement, Informatics, Program Management, Pharmaceutical Industry, Data Warehousing, Finance, Project Management, Continuous Improvement, Vendor Management, Sales Operations, ITIL, Cross-functional Team..., Leadership, Team Building, Financial Services, SDLC, Software Documentation, Requirements Analysis, Business Process, ERP, Project Portfolio..., Change Management, Testing, Strategy
Education
University of Detroit Mercy 1980 — 1983
M.E., Engineering
DDIT, Uni of Gujarat, India 1973 — 1979
BS, Engineering
Tom Wehrle Tom Wehrle's Fidelity Investments Experience 1986 - Present
Job Managing Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1986 - Present
NCR Corporation 1985 - 1986
Education
Xavier University - Williams College of Business 1985 — 1990
MBA, Finance
University of Dayton 1981 — 1985
Bachelor of Science: Business Administration, Finance
Fidelity Investments 1986 - Present
NCR Corporation 1985 - 1986
Education
Xavier University - Williams College of Business 1985 — 1990
MBA, Finance
University of Dayton 1981 — 1985
Bachelor of Science: Business Administration, Finance
Ken Donaldson, CFP®, CTFA Ken Donaldson, CFP®, CTFA's Fidelity Investments Experience February 1994 - August 1995
Job VP and Institutional Portfolio Manager at U.S. Bank Wealth Management
Industry Investment Management
Experience
U.S. Bank November 2012 - Present
National Bank & Trust February 2005 - November 2012
ICAP Energy LLC October 1997 - February 2005
Ohio National Financial Services March 1997 - October 1997
Ohio National Financial Services August 1995 - March 1997
Fidelity Investments February 1994 - August 1995
Fidelity Investments November 1993 - February 1994
Phi Kappa Tau Fraternity June 1991 - June 1992
Chatfield Dean & Co. 1992 - 1992
Phi Kappa Tau Fraternity June 1990 - June 1991
Skills
Portfolio Management, Risk Management, Banking, Wealth Management, Asset Allocation, Options, Investments, Asset Managment, Securities, Trading, Fixed Income, Financial Analysis, Equities, Strategic Financial..., Asset Management, Retirement Planning, Mutual Funds, Financial Services
Education
Xavier University 2005 — 2006
Executive Certificate in Financial Planning
University of Evansville 1986 — 1990
BSBA, Finance/Economics
Harlaxton College 1988 — 1989
Study Abroad Program, International Business
U.S. Bank November 2012 - Present
National Bank & Trust February 2005 - November 2012
ICAP Energy LLC October 1997 - February 2005
Ohio National Financial Services March 1997 - October 1997
Ohio National Financial Services August 1995 - March 1997
Fidelity Investments February 1994 - August 1995
Fidelity Investments November 1993 - February 1994
Phi Kappa Tau Fraternity June 1991 - June 1992
Chatfield Dean & Co. 1992 - 1992
Phi Kappa Tau Fraternity June 1990 - June 1991
Skills
Portfolio Management, Risk Management, Banking, Wealth Management, Asset Allocation, Options, Investments, Asset Managment, Securities, Trading, Fixed Income, Financial Analysis, Equities, Strategic Financial..., Asset Management, Retirement Planning, Mutual Funds, Financial Services
Education
Xavier University 2005 — 2006
Executive Certificate in Financial Planning
University of Evansville 1986 — 1990
BSBA, Finance/Economics
Harlaxton College 1988 — 1989
Study Abroad Program, International Business
Ian Pittelli Ian Pittelli's Fidelity Investments Experience January 2004 - July 2005
Job Manager at Alpha Supplies Inc.
Industry Import and Export
Experience
Alpha Supplies Inc. August 2005 - Present
Fidelity Investments January 2004 - July 2005
Maxim Healthcare Services June 2003 - December 2003
Skills
Customer Service, Sales Management, Sales, Account Management, Accounts Payable, Accounts Receivable, Warehouse Management, Marketing, Logistics, Business Strategy, Leadership, Marketing Strategy, Negotiation, New Business Development
Education
University of Denver 1996 — 2000
Bachelor of Arts (BA), Communications Marketing
Avon Old Farms 1994 — 1996
High School
Alpha Supplies Inc. August 2005 - Present
Fidelity Investments January 2004 - July 2005
Maxim Healthcare Services June 2003 - December 2003
Skills
Customer Service, Sales Management, Sales, Account Management, Accounts Payable, Accounts Receivable, Warehouse Management, Marketing, Logistics, Business Strategy, Leadership, Marketing Strategy, Negotiation, New Business Development
Education
University of Denver 1996 — 2000
Bachelor of Arts (BA), Communications Marketing
Avon Old Farms 1994 — 1996
High School
Joe Farina's Fidelity Investments Experience 1995 - 2006
Job Studio Artist at Concentric
Industry Marketing and Advertising
Experience
Concentric 2009 - Present
Fidelity Investments 1995 - 2006
Skills
Illustrator, Photoshop, InDesign, After Effects, Layout, Graphic Design, Advertising
Education
University of Delaware 1991 — 1995
Bachelor of Science (BS), Finance, General, Poiltical Science, Art
Concentric 2009 - Present
Fidelity Investments 1995 - 2006
Skills
Illustrator, Photoshop, InDesign, After Effects, Layout, Graphic Design, Advertising
Education
University of Delaware 1991 — 1995
Bachelor of Science (BS), Finance, General, Poiltical Science, Art
Genevieve Peek Genevieve Peek's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
University of Denver Daniels College of Business Office of Graduate Admissions September 2013 - June 2015
University of Denver Admissions March 2013 - June 2013
University of Denver Human Resources September 2011 - March 2013
Skills
Series 7, Series 63, Microsoft Office..., Customer Service, Oral & Written..., Committed to..., Steep learning curve, Phone Etiquette, Microsoft Certified..., Microsoft Office, Organization & Time..., PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Leadership, Social Networking, Time Management, Event Planning, Receptionist Duties
Education
University of Denver 2011 — 2015
BSBA, Finance, General, 4th year
William J Palmer High School 2007 — 2011
International Baccalaureate Diploma
Fidelity Investments June 2015 - Present
University of Denver Daniels College of Business Office of Graduate Admissions September 2013 - June 2015
University of Denver Admissions March 2013 - June 2013
University of Denver Human Resources September 2011 - March 2013
Skills
Series 7, Series 63, Microsoft Office..., Customer Service, Oral & Written..., Committed to..., Steep learning curve, Phone Etiquette, Microsoft Certified..., Microsoft Office, Organization & Time..., PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Leadership, Social Networking, Time Management, Event Planning, Receptionist Duties
Education
University of Denver 2011 — 2015
BSBA, Finance, General, 4th year
William J Palmer High School 2007 — 2011
International Baccalaureate Diploma
Jennifer Hagerty, PMP Jennifer Hagerty, PMP's Fidelity Investments Experience July 2011 - Present
Job Senior Manager Personal, Workplace and Institutional Services (PWIS) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Dex One Corporation June 1996 - August 2011
Dex One 2003 - 2008
Education
University of Delaware
Consumer Economics
Fidelity Investments July 2011 - Present
Dex One Corporation June 1996 - August 2011
Dex One 2003 - 2008
Education
University of Delaware
Consumer Economics
Conor Forbes's Fidelity Investments Experience November 2010 - Present
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Ferraro & Forbes June 2009 - November 2010
Iron Mountain June 2007 - August 2008
Education
University of Denver 2006 — 2010
BSBA, Finance
Hingham High School 2002 — 2006
Diploma
Fidelity Investments November 2010 - Present
Ferraro & Forbes June 2009 - November 2010
Iron Mountain June 2007 - August 2008
Education
University of Denver 2006 — 2010
BSBA, Finance
Hingham High School 2002 — 2006
Diploma
James Papas James Papas's Fidelity Investments Experience June 2002 - August 2004
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2007 - Present
Wells Fargo Funds Management September 2004 - July 2007
Fidelity Investments June 2002 - August 2004
Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management, Life Insurance, Annuities
Education
University of Delaware
Bachelor of Science (BS), Business/Consumer Economics
Charles Schwab August 2007 - Present
Wells Fargo Funds Management September 2004 - July 2007
Fidelity Investments June 2002 - August 2004
Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management, Life Insurance, Annuities
Education
University of Delaware
Bachelor of Science (BS), Business/Consumer Economics
Elon Reese Elon Reese's Fidelity Investments Experience April 2007 - May 2008
Job Private Client Relationship Manager at PNC Bank Corp
Industry Financial Services
Experience
PNC Bank Corp July 2014 - Present
PNC Bank Corp February 2013 - July 2014
M&T Bank October 2008 - February 2013
Fidelity Investments April 2007 - May 2008
JPMorgan Chase & Co. October 2003 - April 2007
Wells Fargo January 2000 - September 2003
Skills
Customer Service, Project Management, Customer Service and..., Leadership, Strategic Planning, Oral and Written..., Finance, Financial Services, Portfolio Management, Retail Banking, Sales, Team Building, Management
Education
University of Detroit Mercy
PNC Bank Corp July 2014 - Present
PNC Bank Corp February 2013 - July 2014
M&T Bank October 2008 - February 2013
Fidelity Investments April 2007 - May 2008
JPMorgan Chase & Co. October 2003 - April 2007
Wells Fargo January 2000 - September 2003
Skills
Customer Service, Project Management, Customer Service and..., Leadership, Strategic Planning, Oral and Written..., Finance, Financial Services, Portfolio Management, Retail Banking, Sales, Team Building, Management
Education
University of Detroit Mercy
Jim Mackin's Fidelity Investments Experience November 2010 - Present
Job Director of Engineering and Architecture at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments November 2010 - Present
Fidelity Investments June 2005 - Present
Affinnova September 2002 - June 2005
Supplyworks 2000 - 2002
Submit It! Inc., LinkExchange, Inc. 1998 - 2001
Submit It! 1996 - 2000
F3 Software 1995 - 1997
Optimax 1994 - 1996
Gensym 1992 - 1995
Digital Equipment Corporation (DEC) 1984 - 1992
Skills
Agile Methodologies, Enterprise Architecture, SOA, Architecture, Software Development, Enterprise Software, Application Architecture, Cloud Computing, SaaS, SDLC, Java, XML, Spring, Web Services, SQL, ESB, Java Enterprise Edition, Product Management, Software Project..., Integration
Education
University of Delaware 1980 — 1985
B.A., Biology
University of Delaware 1980 — 1984
BA, Biology
Fidelity Investments November 2010 - Present
Fidelity Investments June 2005 - Present
Affinnova September 2002 - June 2005
Supplyworks 2000 - 2002
Submit It! Inc., LinkExchange, Inc. 1998 - 2001
Submit It! 1996 - 2000
F3 Software 1995 - 1997
Optimax 1994 - 1996
Gensym 1992 - 1995
Digital Equipment Corporation (DEC) 1984 - 1992
Skills
Agile Methodologies, Enterprise Architecture, SOA, Architecture, Software Development, Enterprise Software, Application Architecture, Cloud Computing, SaaS, SDLC, Java, XML, Spring, Web Services, SQL, ESB, Java Enterprise Edition, Product Management, Software Project..., Integration
Education
University of Delaware 1980 — 1985
B.A., Biology
University of Delaware 1980 — 1984
BA, Biology
Brian Saal's Fidelity Investments Experience 1996 - 1999
Job Business Development Manager
Industry Hospital & Health Care
Experience
eClinicalWorks July 2014 - Present
eClinicalWorks January 2011 - July 2014
UMass Memorial Health Care 2000 - 2009
UMass Memorial Healthcare 2000 - 2009
Fidelity Investments 1996 - 1999
FDIC 1991 - 1994
Worcester County Institution for Savings 1986 - 1989
Skills
Healthcare Information..., EHR, HL7, Health Information..., HIPAA, EMR, Ambulatory, Biochemistry, CPOE, Channel, Clinical Research, Documentaries, Health Information..., Healthcare, Healthcare Consulting, Healthcare Management, Hospitals, IT Management, Informatics, Integration, Leadership, Management, Meditech, Software Documentation, Software Implementation, System Administration, Troubleshooting
Education
University of Denver
eClinicalWorks July 2014 - Present
eClinicalWorks January 2011 - July 2014
UMass Memorial Health Care 2000 - 2009
UMass Memorial Healthcare 2000 - 2009
Fidelity Investments 1996 - 1999
FDIC 1991 - 1994
Worcester County Institution for Savings 1986 - 1989
Skills
Healthcare Information..., EHR, HL7, Health Information..., HIPAA, EMR, Ambulatory, Biochemistry, CPOE, Channel, Clinical Research, Documentaries, Health Information..., Healthcare, Healthcare Consulting, Healthcare Management, Hospitals, IT Management, Informatics, Integration, Leadership, Management, Meditech, Software Documentation, Software Implementation, System Administration, Troubleshooting
Education
University of Denver
Julia Mingyu Fang's Fidelity Investments Experience May 1998 - March 2001
Job Project Management and Solution Architecture at HOOPP (Healthcare of Ontario Pension Plan)
Industry Information Technology and Services
Experience
HOOPP (Healthcare of Ontario Pension Plan) 2013 - Present
Sun Life Financial September 2012 - April 2013
Manulife Financial February 2011 - June 2012
CIBC February 2010 - February 2011
Manulife Financial March 2008 - February 2010
TELUS April 2004 - March 2008
Canada Life July 2001 - March 2004
Fidelity Investments May 1998 - March 2001
Skills
Requirements Gathering, Program Management, Business Analysis, Data Management, SDLC, Requirements Analysis, PMO, Agile Project Management, PMP, Data Warehousing, Project Management, SOA, Risk Management, Analysis, Business Intelligence, Data Modeling, Business Requirements, Data Analysis
Education
PMI
Project Management Professional, Agile Practitioner
McMaster University
Business Analysis Advanced Certificate
LOMA
Fellow, Life Management Institute (FLMI) with Distinction;, Associate, Reinsurance Administration;, Professional, Customer Services
University of Essex
Research
Xidian University
BSc. MSc, Computer Science, Artificial Intelligence
HOOPP (Healthcare of Ontario Pension Plan) 2013 - Present
Sun Life Financial September 2012 - April 2013
Manulife Financial February 2011 - June 2012
CIBC February 2010 - February 2011
Manulife Financial March 2008 - February 2010
TELUS April 2004 - March 2008
Canada Life July 2001 - March 2004
Fidelity Investments May 1998 - March 2001
Skills
Requirements Gathering, Program Management, Business Analysis, Data Management, SDLC, Requirements Analysis, PMO, Agile Project Management, PMP, Data Warehousing, Project Management, SOA, Risk Management, Analysis, Business Intelligence, Data Modeling, Business Requirements, Data Analysis
Education
PMI
Project Management Professional, Agile Practitioner
McMaster University
Business Analysis Advanced Certificate
LOMA
Fellow, Life Management Institute (FLMI) with Distinction;, Associate, Reinsurance Administration;, Professional, Customer Services
University of Essex
Research
Xidian University
BSc. MSc, Computer Science, Artificial Intelligence
Jessen Fahey's Fidelity Investments Experience 1997 - 2000
Job VP, Defined Contribution Wholesaler at Columbia Management
Industry Financial Services
Experience
Columbia Management February 2010 - Present
ADP Retirement Services July 2005 - February 2010
Ceridian 2004 - July 2005
Milliman 2000 - 2004
Fidelity Investments 1997 - 2000
Skills
Retirement Plan..., Series 63, 401k
Education
University of Denver 1994 — 1995
Master of Science (MS), Communication
University of Denver 1990 — 1994
Bachelor of Science (BS), Business Administration
Columbia Management February 2010 - Present
ADP Retirement Services July 2005 - February 2010
Ceridian 2004 - July 2005
Milliman 2000 - 2004
Fidelity Investments 1997 - 2000
Skills
Retirement Plan..., Series 63, 401k
Education
University of Denver 1994 — 1995
Master of Science (MS), Communication
University of Denver 1990 — 1994
Bachelor of Science (BS), Business Administration
Darren Cordrey's Fidelity Investments Experience November 2007 - Present
Job Customer Service/401k at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Campbell County Dispatch November 2004 - November 2007
Comair July 1997 - November 2004
Skills
Customer Service, Financial Services, Vendor Management
Education
University of Evansville 1986 — 1989
Fidelity Investments November 2007 - Present
Campbell County Dispatch November 2004 - November 2007
Comair July 1997 - November 2004
Skills
Customer Service, Financial Services, Vendor Management
Education
University of Evansville 1986 — 1989
Alice Baird's Fidelity Investments Experience 1998 - 2000
Job Associate Director, Health & Welfare Plan Administration at Harvard University
Industry Entertainment
Experience
Harvard University January 2013 - Present
The Metropolitan Museum of Art November 2010 - January 2013
Vivendi April 2005 - October 2010
New Balance August 2000 - April 2005
Fidelity Investments 1998 - 2000
Xerox 1989 - 1997
Education
University of Denver - Daniels College of Business 1986 — 1988
MBA
University of Massachusetts, Amherst 1983 — 1986
BA, Economics
Harvard University January 2013 - Present
The Metropolitan Museum of Art November 2010 - January 2013
Vivendi April 2005 - October 2010
New Balance August 2000 - April 2005
Fidelity Investments 1998 - 2000
Xerox 1989 - 1997
Education
University of Denver - Daniels College of Business 1986 — 1988
MBA
University of Massachusetts, Amherst 1983 — 1986
BA, Economics
Mary Yanni Liebman's Fidelity Investments Experience June 2014 - Present
Job Online content strategist
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments January 2011 - June 2014
MY Media January 2009 - December 2010
The Star-Ledger January 2007 - December 2008
The Star-Ledger June 1997 - January 2007
The Tribune-Democrat January 1992 - June 1997
Skills
Journalism, Graphic Design, Web Services, Brand Awareness, Editing, Website Management, Web Analytics, Web Design, Art Direction, Web Content, Editorial, Writing, Online Publishing, Content Creation, Content Management, Blogging, Copy Editing, Content Strategy, AP Style, Publishing, Magazines, Layout, Newspapers, Newsletters, Media Relations, Publications, Breaking News, Content Development, Feature Articles, Advertising, Press Releases, Copywriting
Education
University of Denver 1985 — 1989
B.A., Political Science, Communications
Fidelity Investments June 2014 - Present
Fidelity Investments January 2011 - June 2014
MY Media January 2009 - December 2010
The Star-Ledger January 2007 - December 2008
The Star-Ledger June 1997 - January 2007
The Tribune-Democrat January 1992 - June 1997
Skills
Journalism, Graphic Design, Web Services, Brand Awareness, Editing, Website Management, Web Analytics, Web Design, Art Direction, Web Content, Editorial, Writing, Online Publishing, Content Creation, Content Management, Blogging, Copy Editing, Content Strategy, AP Style, Publishing, Magazines, Layout, Newspapers, Newsletters, Media Relations, Publications, Breaking News, Content Development, Feature Articles, Advertising, Press Releases, Copywriting
Education
University of Denver 1985 — 1989
B.A., Political Science, Communications
Larry Reynolds's Fidelity Investments Experience August 2014 - Present
Job Managing Director, Equity Compensation
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
E*TRADE Financial July 2011 - August 2014
E*TRADE Financial November 2007 - July 2011
UBS Financial Services Inc. 2004 - 2007
UBS 2001 - 2007
Skills
Series 7, Customer Retention, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Leadership, Management, Relationship Management, Sales, Program Management
Education
University of Delaware 1992 — 1996
Fidelity Investments August 2014 - Present
E*TRADE Financial July 2011 - August 2014
E*TRADE Financial November 2007 - July 2011
UBS Financial Services Inc. 2004 - 2007
UBS 2001 - 2007
Skills
Series 7, Customer Retention, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Leadership, Management, Relationship Management, Sales, Program Management
Education
University of Delaware 1992 — 1996
Tyler Jonathan Pell, CFP®'s Fidelity Investments Experience September 2013 - December 2014
Job President & Financiald Advisor with Stella Polaris Consulting & Wealth Management, LLC
Industry Financial Services
Experience
Stella Polaris Consulting & Wealth Management January 2015 - Present
Fidelity Investments September 2013 - December 2014
JP Morgan Chase June 2010 - September 2013
Genworth Financial Securities Corp May 2006 - February 2010
Genworth Financial Advisors Corp. September 2005 - May 2006
Genworth Financial Advisors Corp. August 2002 - August 2005
GE Capital Brokerage March 2001 - August 2002
American Express June 1999 - January 2001
Skills
Mutual Funds, Retirement, Fixed Annuities, Financial Advisory, Financial Services, Wealth Management..., Variable Annuities, Investment Advisory, Series 7, IRAs, Series 63, Investments, Financial Planners, Asset Allocation, Retirement Planning, Finance, Series 65, Wealth Management, Coaching
Education
University of Dayton 1995 — 1999
BS in Business Adminstration, Finance
East Grand Rapids 1985 — 1995
Stella Polaris Consulting & Wealth Management January 2015 - Present
Fidelity Investments September 2013 - December 2014
JP Morgan Chase June 2010 - September 2013
Genworth Financial Securities Corp May 2006 - February 2010
Genworth Financial Advisors Corp. September 2005 - May 2006
Genworth Financial Advisors Corp. August 2002 - August 2005
GE Capital Brokerage March 2001 - August 2002
American Express June 1999 - January 2001
Skills
Mutual Funds, Retirement, Fixed Annuities, Financial Advisory, Financial Services, Wealth Management..., Variable Annuities, Investment Advisory, Series 7, IRAs, Series 63, Investments, Financial Planners, Asset Allocation, Retirement Planning, Finance, Series 65, Wealth Management, Coaching
Education
University of Dayton 1995 — 1999
BS in Business Adminstration, Finance
East Grand Rapids 1985 — 1995
Patricia DelRossi's Fidelity Investments Experience 1996 - 2002
Job Applications Delivery Manager at EDS
Industry Outsourcing/Offshoring
Experience
ExcellerateHRO 2003 - Present
EDS, an HP Company July 2008 - June 2009
EDS February 2003 - July 2008
Fidelity Investments 1996 - 2002
Education
University of Delaware 1984 — 1988
ExcellerateHRO 2003 - Present
EDS, an HP Company July 2008 - June 2009
EDS February 2003 - July 2008
Fidelity Investments 1996 - 2002
Education
University of Delaware 1984 — 1988
Brian Francfort's Fidelity Investments Experience September 2007 - Present
Job Director Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Merrill Lynch 1993 - 2007
Education
University of Delaware 1988 — 1993
St. Joseph's High School 1984 — 1988
Fidelity Investments September 2007 - Present
Merrill Lynch 1993 - 2007
Education
University of Delaware 1988 — 1993
St. Joseph's High School 1984 — 1988
Brage Golding's Fidelity Investments Experience March 1996 - Present
Job Vice President, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1996 - Present
Price Waterhouse Management Consultants 1993 - 1996
Prudential Insurance 1987 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
Masters, Business Administration
University of Delaware
Bachelor of Science, Business Administration
Fidelity Investments March 1996 - Present
Price Waterhouse Management Consultants 1993 - 1996
Prudential Insurance 1987 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
Masters, Business Administration
University of Delaware
Bachelor of Science, Business Administration
Brian Karcinski's Fidelity Investments Experience November 2007 - March 2009
Job Director of Finance and Admissions at University of Florida
Industry Higher Education
Experience
University of Florida March 2014 - Present
American Distance Education Consortium July 2013 - Present
University of Florida March 2009 - March 2014
Fidelity Investments November 2007 - March 2009
Fidelity Investments October 2005 - November 2007
Skills
401k, Accounting, Program Management, Pensions, Financial Analysis, Microsoft Excel, Process Improvement, Microsoft Office, Leadership, Qualified Retirement..., Budgets, Project Management, Financial Reporting, Internal Controls, Risk Management, Team Leadership, Business Process...
Education
University of Florida 2014 — 2015
Graduate Certificate
University of Florida - Warrington College of Business Administration 2000 — 2004
BSBA
University of Florida March 2014 - Present
American Distance Education Consortium July 2013 - Present
University of Florida March 2009 - March 2014
Fidelity Investments November 2007 - March 2009
Fidelity Investments October 2005 - November 2007
Skills
401k, Accounting, Program Management, Pensions, Financial Analysis, Microsoft Excel, Process Improvement, Microsoft Office, Leadership, Qualified Retirement..., Budgets, Project Management, Financial Reporting, Internal Controls, Risk Management, Team Leadership, Business Process...
Education
University of Florida 2014 — 2015
Graduate Certificate
University of Florida - Warrington College of Business Administration 2000 — 2004
BSBA
Edward Wyche's Fidelity Investments Experience April 2007 - Present
Job Senior Software Engineer
Industry Investment Banking
Experience
Fidelity Investments April 2007 - Present
IPC Technologies March 1996 - March 2007
Metro Information Services August 1994 - February 1996
Education
University of Delaware 1977 — 1981
BS, Economics
Fidelity Investments April 2007 - Present
IPC Technologies March 1996 - March 2007
Metro Information Services August 1994 - February 1996
Education
University of Delaware 1977 — 1981
BS, Economics
Mike Duggins, CEP's Fidelity Investments Experience April 2014 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments November 2007 - April 2014
Fidelity Investments March 2004 - November 2007
Fidelity Investments March 2003 - March 2004
Fidelity Investments August 2002 - March 2004
Skills
Financial Services, Relationship Management, Data Analysis, Series 7, Business Requirements, Customer Service, Microsoft Excel, Options, Business Relationship..., Process Improvement
Education
University of Evansville 1993 — 1997
B.S., Biology
Fidelity Investments April 2014 - Present
Fidelity Investments November 2007 - April 2014
Fidelity Investments March 2004 - November 2007
Fidelity Investments March 2003 - March 2004
Fidelity Investments August 2002 - March 2004
Skills
Financial Services, Relationship Management, Data Analysis, Series 7, Business Requirements, Customer Service, Microsoft Excel, Options, Business Relationship..., Process Improvement
Education
University of Evansville 1993 — 1997
B.S., Biology
Edward Dunphy's Fidelity Investments Experience January 2011 - February 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2011 - Present
Fidelity Investments January 2011 - February 2011
Fidelity Investments April 2009 - January 2011
Ameriprise Financial October 2004 - March 2009
Skills
Salesforce.com, Personal Financial..., Morningstar, Naviplan, Series 7, Series 66, Retirement Planning, Wealth Management..., Investments, Direct Sales, Wealth Management, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Financial Planning, Finance, Mutual Funds, Securities, Uniform Combined State...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
TD Ameritrade March 2011 - Present
Fidelity Investments January 2011 - February 2011
Fidelity Investments April 2009 - January 2011
Ameriprise Financial October 2004 - March 2009
Skills
Salesforce.com, Personal Financial..., Morningstar, Naviplan, Series 7, Series 66, Retirement Planning, Wealth Management..., Investments, Direct Sales, Wealth Management, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Financial Planning, Finance, Mutual Funds, Securities, Uniform Combined State...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Todd Burton's Fidelity Investments Experience June 2014 - Present
Job Apartment Manager at Burton Family Partnership
Industry Real Estate
Experience
Fidelity Investments June 2014 - Present
Burton Family Partnership April 2008 - Present
WaMu August 2002 - April 2008
Janus Capital Group November 1997 - February 2001
Skills
Customer Service, Asset Management, Portfolio Management, Risk Management, Banking, Real Estate, Management, Leadership, Training, Investments, Team Building, Process Improvement, Financial Analysis, Investment Properties, Mutual Funds, Series 7, Series 63
Education
University of Denver 1992 — 1996
BSBA, General Business
University of Denver - Daniels College of Business 1992 — 1996
BSBA, General Business
Fidelity Investments June 2014 - Present
Burton Family Partnership April 2008 - Present
WaMu August 2002 - April 2008
Janus Capital Group November 1997 - February 2001
Skills
Customer Service, Asset Management, Portfolio Management, Risk Management, Banking, Real Estate, Management, Leadership, Training, Investments, Team Building, Process Improvement, Financial Analysis, Investment Properties, Mutual Funds, Series 7, Series 63
Education
University of Denver 1992 — 1996
BSBA, General Business
University of Denver - Daniels College of Business 1992 — 1996
BSBA, General Business
Kevin Lobdell's Fidelity Investments Experience April 2008 - Present
Job Director, Client Service Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments April 2008 - Present
Fidelity Investments January 2004 - April 2008
Nelnet 2002 - 2004
Bottomline Technologies 1996 - 2001
Education
University of Denver - Daniels College of Business 2001 — 2003
MBA, Business
University of New Hampshire 1990 — 1994
BS
Fidelity Investments April 2008 - Present
Fidelity Investments January 2004 - April 2008
Nelnet 2002 - 2004
Bottomline Technologies 1996 - 2001
Education
University of Denver - Daniels College of Business 2001 — 2003
MBA, Business
University of New Hampshire 1990 — 1994
BS
Mike Essig's Fidelity Investments Experience June 1984 - February 2009
Job Speedpro Imaging Cincinnati East Owner/Operator
Industry Printing
Experience
Speedpro Imaging Cincinnati East September 2009 - Present
Fidelity Investments June 1984 - February 2009
Procter & Gamble January 1985 - June 1993
Keller Crescent January 1983 - December 1984
Skills
Managerial Finance, Cross-functional Team..., Graphics, Forecasting, Leadership, PMO, Strategy, ERP, Analysis, Financial Reporting, Management, Project Management, Budgets, Strategic Planning, Negotiation, Operations Management, New Business Development, Customer Service, Sales, Contract Negotiation, Marketing, Training
Education
University of Evansville 1975 — 1979
BS in Business Administration, Finance
Speedpro Imaging Cincinnati East September 2009 - Present
Fidelity Investments June 1984 - February 2009
Procter & Gamble January 1985 - June 1993
Keller Crescent January 1983 - December 1984
Skills
Managerial Finance, Cross-functional Team..., Graphics, Forecasting, Leadership, PMO, Strategy, ERP, Analysis, Financial Reporting, Management, Project Management, Budgets, Strategic Planning, Negotiation, Operations Management, New Business Development, Customer Service, Sales, Contract Negotiation, Marketing, Training
Education
University of Evansville 1975 — 1979
BS in Business Administration, Finance
Shivnath Shankar's Fidelity Investments Experience August 2006 - October 2009
Job Java Tech Lead at Plymouth Rock Assurance
Industry Information Services
Experience
Plymouth Rock Assurance September 2009 - Present
Harvard Pilgrim Health Care 2011 - 2011
Harvard Pilgrim Health Care 2011 - 2011
Fidelity Investments August 2006 - October 2009
Wellington Management 2005 - 2006
ACI Worldwide 1999 - 2003
Fidelity Investments October 1997 - September 1999
Skills
Java Enterprise Edition, Spring
Education
University of Detroit Mercy 1994 — 1996
Master's, management
University of Mysore
Plymouth Rock Assurance September 2009 - Present
Harvard Pilgrim Health Care 2011 - 2011
Harvard Pilgrim Health Care 2011 - 2011
Fidelity Investments August 2006 - October 2009
Wellington Management 2005 - 2006
ACI Worldwide 1999 - 2003
Fidelity Investments October 1997 - September 1999
Skills
Java Enterprise Edition, Spring
Education
University of Detroit Mercy 1994 — 1996
Master's, management
University of Mysore
Joe Castro's Fidelity Investments Experience 2009 - 2011
Job Managing Director, Head of Compliance at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2013 - Present
Nuveen Investments October 2011 - Present
Fidelity Investments 2009 - 2011
Fidelity Investments 2003 - 2009
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Citibank, N.A. 1989 - 1997
Paine Webber 1988 - 1989
Education
University of Denver 1982 — 1986
BSBA, Finance, General
Nuveen Investments April 2013 - Present
Nuveen Investments October 2011 - Present
Fidelity Investments 2009 - 2011
Fidelity Investments 2003 - 2009
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Citibank, N.A. 1989 - 1997
Paine Webber 1988 - 1989
Education
University of Denver 1982 — 1986
BSBA, Finance, General
Carolyn Diehl's Fidelity Investments Experience August 2012 - Present
Job Vice President Tax Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
JPMorgan Chase January 1989 - May 2012
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
MBA, Management
University of Pennsylvania 1986 — 1988
BS, Organizational Behavior Management
Miami Jacobs Junior College 1975 — 1976
Associate, Secretarial Science
Fidelity Investments August 2012 - Present
JPMorgan Chase January 1989 - May 2012
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
MBA, Management
University of Pennsylvania 1986 — 1988
BS, Organizational Behavior Management
Miami Jacobs Junior College 1975 — 1976
Associate, Secretarial Science
Patti Bowman's Fidelity Investments Experience October 1995 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1995 - Present
Education
University of Evansville 1985 — 1989
BS, Legal Administration
Fidelity Investments October 1995 - Present
Education
University of Evansville 1985 — 1989
BS, Legal Administration
Haley Dowling's Fidelity Investments Experience April 2015 - Present
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - April 2015
Professional Alternative 2013 - August 2014
Highfields Capital May 2009 - February 2013
Sun Life Financial October 2008 - January 2009
WCVB Channel 5 TV News Station June 2006 - August 2006
Skills
Sales, CRM, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Recruiting, Temporary Staffing, Permanent Placement, Talent Acquisition, Marketing, Networking, Outlook, Human Resources, Training, Social Media Marketing
Education
University of Delaware 2004 — 2008
BS, Sociology
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - April 2015
Professional Alternative 2013 - August 2014
Highfields Capital May 2009 - February 2013
Sun Life Financial October 2008 - January 2009
WCVB Channel 5 TV News Station June 2006 - August 2006
Skills
Sales, CRM, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Recruiting, Temporary Staffing, Permanent Placement, Talent Acquisition, Marketing, Networking, Outlook, Human Resources, Training, Social Media Marketing
Education
University of Delaware 2004 — 2008
BS, Sociology
Thomas Singler's Fidelity Investments Experience January 2011 - January 2012
Job Associate Strategy Specialist at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments September 2014 - Present
Touchstone Investments January 2012 - September 2014
Fidelity Investments January 2011 - January 2012
J.P. Morgan October 2010 - January 2011
Citizens Banking Company April 2010 - October 2010
Education
University of Dayton 2005 — 2009
BSBA, Finance
Touchstone Investments September 2014 - Present
Touchstone Investments January 2012 - September 2014
Fidelity Investments January 2011 - January 2012
J.P. Morgan October 2010 - January 2011
Citizens Banking Company April 2010 - October 2010
Education
University of Dayton 2005 — 2009
BSBA, Finance
David Mass's Fidelity Investments Experience March 2012 - August 2014
Job Tax Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services August 2014 - Present
Fidelity Investments March 2012 - August 2014
Quality EDGAR Solutions October 2011 - March 2012
Comfort Concepts January 2011 - October 2011
Merrill Lynch June 2009 - August 2009
G&L Partners December 2008 - February 2009
KRS Certified Public Accounts June 2007 - August 2007
Skills
Investments, Securities, Financial Analysis, Equities, Wealth Management, Management, Corporate Actions, Options, Tax, Finance, Valuation, Bloomberg, Mutual Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting and Finance
Dwight Englewood High School 2000 — 2006
Citco Fund Services August 2014 - Present
Fidelity Investments March 2012 - August 2014
Quality EDGAR Solutions October 2011 - March 2012
Comfort Concepts January 2011 - October 2011
Merrill Lynch June 2009 - August 2009
G&L Partners December 2008 - February 2009
KRS Certified Public Accounts June 2007 - August 2007
Skills
Investments, Securities, Financial Analysis, Equities, Wealth Management, Management, Corporate Actions, Options, Tax, Finance, Valuation, Bloomberg, Mutual Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting and Finance
Dwight Englewood High School 2000 — 2006
Renee Manning's Fidelity Investments Experience February 1988 - December 1989
Job Accounting Professional
Industry
Experience
Start Making a Reader Today January 2008 - March 2008
Crabbe Huson Group October 1991 - October 1999
Howard Johnson & Company December 1989 - September 1991
Fidelity Investments February 1988 - December 1989
Fidelity Investments September 1986 - February 1988
Sound Warehouse April 1983 - August 1986
Education
University of Denver
of Science, Business Administration; Finance
Start Making a Reader Today January 2008 - March 2008
Crabbe Huson Group October 1991 - October 1999
Howard Johnson & Company December 1989 - September 1991
Fidelity Investments February 1988 - December 1989
Fidelity Investments September 1986 - February 1988
Sound Warehouse April 1983 - August 1986
Education
University of Denver
of Science, Business Administration; Finance
Julie Maranian's Fidelity Investments Experience February 2009 - March 2012
Job Business Development at DS Graphics
Industry Financial Services
Experience
DS Graphics June 2013 - Present
Signature Printing and Consulting March 2012 - Present
Fidelity Investments February 2009 - March 2012
Fidelity Investments January 2008 - February 2009
Fidelity Investments July 2005 - January 2008
Sony Music Entertainment 2003 - 2005
Sony Music Entertainment 2001 - 2003
Sony Music Entertainment 2000 - 2001
Sony Music Entertainment 1998 - 2000
Skills
Forecasting, Management, Marketing Communications, Analysis, Strategy, Marketing, Financial Forecasting, Accounting, Project Planning, Finance, Budgets, Business Planning, Financial Reporting, Marketing Strategy, Social Media Marketing, Sales, Program Management, Business Development, Investments
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science, Finance and Marketing
DS Graphics June 2013 - Present
Signature Printing and Consulting March 2012 - Present
Fidelity Investments February 2009 - March 2012
Fidelity Investments January 2008 - February 2009
Fidelity Investments July 2005 - January 2008
Sony Music Entertainment 2003 - 2005
Sony Music Entertainment 2001 - 2003
Sony Music Entertainment 2000 - 2001
Sony Music Entertainment 1998 - 2000
Skills
Forecasting, Management, Marketing Communications, Analysis, Strategy, Marketing, Financial Forecasting, Accounting, Project Planning, Finance, Budgets, Business Planning, Financial Reporting, Marketing Strategy, Social Media Marketing, Sales, Program Management, Business Development, Investments
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science, Finance and Marketing
Patrick Senkyr's Fidelity Investments Experience Marketing Director SalesFederated InvestorsMay 2004 - May 2006
Job Vice President Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Marketing Director SalesFederated InvestorsMay 2004 - May 2006
Federated Investors May 2002 - May 2004
Education
University of Delaware 1996 — 2000
BS, Marketing
Fidelity Investments Marketing Director SalesFederated InvestorsMay 2004 - May 2006
Federated Investors May 2002 - May 2004
Education
University of Delaware 1996 — 2000
BS, Marketing
Stephanie Schenking's Fidelity Investments Experience June 1998 - February 2009
Job Director of Client Relations at ClientFirst Financial Strategies, Inc
Industry Financial Services
Experience
ClientFirst Financial Strategies, Inc January 2013 - Present
Horace Mann February 2011 - May 2011
Fidelity Investments June 1998 - February 2009
Skills
Series 7, Series 63, Series 9, Series 10, Financial Services, Investments, Equities, Risk Management, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management, Vendor Management, Team Management, Relationship Management, Securities, Finance
Education
University of Dayton 1994 — 1998
Finance
ClientFirst Financial Strategies, Inc January 2013 - Present
Horace Mann February 2011 - May 2011
Fidelity Investments June 1998 - February 2009
Skills
Series 7, Series 63, Series 9, Series 10, Financial Services, Investments, Equities, Risk Management, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management, Vendor Management, Team Management, Relationship Management, Securities, Finance
Education
University of Dayton 1994 — 1998
Finance
Nicholas Friedman's Fidelity Investments Experience September 2012 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments November 2010 - November 2011
Wells Fargo Financial June 2009 - October 2010
Skills
Financial Services, Portfolio Management, Asset Management, Fixed Income, Finance, Risk Management, Hedge Funds, Banking, Relationship Management, Trading, Alternative Investments, Financial Markets, Insurance, Derivatives, Loans, Salesforce.com, Capital Markets, Options
Education
University of Delaware 2006 — 2009
Bacherlor's, Finance
University of Delaware
Bachelor of Science (BS), Finance, General
Fidelity Investments September 2012 - Present
Fidelity Investments November 2010 - November 2011
Wells Fargo Financial June 2009 - October 2010
Skills
Financial Services, Portfolio Management, Asset Management, Fixed Income, Finance, Risk Management, Hedge Funds, Banking, Relationship Management, Trading, Alternative Investments, Financial Markets, Insurance, Derivatives, Loans, Salesforce.com, Capital Markets, Options
Education
University of Delaware 2006 — 2009
Bacherlor's, Finance
University of Delaware
Bachelor of Science (BS), Finance, General
A. Daniel Spencer's Fidelity Investments Experience 2005 - 2010
Job Student at S.J. Quinney College of Law
Industry Law Practice
Experience
University of Utah Judicial InternColorado 18th Judicial DistrictMarch 2011 - August 2011
Fidelity Investments 2005 - 2010
Education
University of Utah S.J. Quinney College of Law 2011 — 2013
JD, Criminal Law
University of Denver - Sturm College of Law 2010 — 2011
University of Utah Judicial InternColorado 18th Judicial DistrictMarch 2011 - August 2011
Fidelity Investments 2005 - 2010
Education
University of Utah S.J. Quinney College of Law 2011 — 2013
JD, Criminal Law
University of Denver - Sturm College of Law 2010 — 2011
David Hannum's Fidelity Investments Experience June 2011 - August 2011
Job Account Executive at CBS Radio
Industry Broadcast Media
Experience
CBS Radio November 2014 - Present
J.P. Morgan October 2012 - June 2013
Fidelity Investments June 2011 - August 2011
Skills
Sales, PowerPoint, Microsoft Office, Investments, Series 63, Microsoft Excel, Financial Analysis, Event Planning, Microsoft Word, Social Media, Public Speaking, Social Networking, Customer Service
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
Bachelor's degree, Marketing
Saint Marks HS 2004 — 2008
CBS Radio November 2014 - Present
J.P. Morgan October 2012 - June 2013
Fidelity Investments June 2011 - August 2011
Skills
Sales, PowerPoint, Microsoft Office, Investments, Series 63, Microsoft Excel, Financial Analysis, Event Planning, Microsoft Word, Social Media, Public Speaking, Social Networking, Customer Service
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
Bachelor's degree, Marketing
Saint Marks HS 2004 — 2008
Stephen DiCiero's Fidelity Investments Experience June 2015 - Present
Job Associate System Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - August 2014
dotloop May 2013 - August 2013
Benefits Network Insurance Agency January 2011 - January 2012
Skills
Technology, SQL, JIRA, iOS, Visio, Agile & Waterfall..., Requirements Gathering, SDLC, Systems Analysis, Quality Assurance, Microsoft Office, Start-ups, Oracle ERP, PL/SQL, Quality Center, SQL Navigator, MS Project, Unix, Web Development, Visual Basic, HTML, Time Management, Marketing, PowerPoint, Social Media, Facebook, Microsoft Word, Java, Leadership, Salesforce.com, Mac, Microsoft Excel, Access, OS X, Event Planning, Product Marketing, Eloqua, Marketing Research, Sales Process, Social Media Marketing, Real Estate, WinSCP, Putty, Visual Studio, Agile Methodologies, Software Documentation
Education
University of Dayton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems with minor in Business Intelligence
Moeller High School 2007 — 2011
4.0 GPA
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - August 2014
dotloop May 2013 - August 2013
Benefits Network Insurance Agency January 2011 - January 2012
Skills
Technology, SQL, JIRA, iOS, Visio, Agile & Waterfall..., Requirements Gathering, SDLC, Systems Analysis, Quality Assurance, Microsoft Office, Start-ups, Oracle ERP, PL/SQL, Quality Center, SQL Navigator, MS Project, Unix, Web Development, Visual Basic, HTML, Time Management, Marketing, PowerPoint, Social Media, Facebook, Microsoft Word, Java, Leadership, Salesforce.com, Mac, Microsoft Excel, Access, OS X, Event Planning, Product Marketing, Eloqua, Marketing Research, Sales Process, Social Media Marketing, Real Estate, WinSCP, Putty, Visual Studio, Agile Methodologies, Software Documentation
Education
University of Dayton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems with minor in Business Intelligence
Moeller High School 2007 — 2011
4.0 GPA
Ryan Shirk's Fidelity Investments Experience September 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
The Golf Center at Kings Island April 2009 - September 2015
Ketchum and Walton Co. May 2012 - August 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Dayton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
St. Xavier High School 2007 — 2011
Fidelity Investments September 2015 - Present
The Golf Center at Kings Island April 2009 - September 2015
Ketchum and Walton Co. May 2012 - August 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Dayton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
St. Xavier High School 2007 — 2011
Beverly Vail's Fidelity Investments Experience April 2002 - Present
Job
Industry Financial Services
Experience
Arbonne International LLC August 2015 - Present
Fidelity Investments April 2002 - Present
Education
University of Delaware
Bachelor's degree
Arbonne International LLC August 2015 - Present
Fidelity Investments April 2002 - Present
Education
University of Delaware
Bachelor's degree
Andrew Dierdorf's Fidelity Investments Experience April 2004 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2004 - Present
Skills
Portfolio Management, Asset Allocation, Global Tactical Asset..., Portfolio Optimization, Fund Of Funds, Performance Attribution, Macroeconomics, Rebalancing, Actuarial Science, Capital Markets, Team Building, Written Communication, Presentation Skills, Asset Life Cycle..., Investment Management, Investor Relations, Asset Management, Technical Analysis, Fundamental Analysis, Portfolio Performance..., Media Relations, Cash Flow Management, Client Relations, Derivatives, ETFs, Organizational..., Organizational..., Sentiment Analysis, Investment Valuation
Education
University of Delaware 1989 — 1993
Bachelor of Science (B.S.), Statistics
Fidelity Investments April 2004 - Present
Skills
Portfolio Management, Asset Allocation, Global Tactical Asset..., Portfolio Optimization, Fund Of Funds, Performance Attribution, Macroeconomics, Rebalancing, Actuarial Science, Capital Markets, Team Building, Written Communication, Presentation Skills, Asset Life Cycle..., Investment Management, Investor Relations, Asset Management, Technical Analysis, Fundamental Analysis, Portfolio Performance..., Media Relations, Cash Flow Management, Client Relations, Derivatives, ETFs, Organizational..., Organizational..., Sentiment Analysis, Investment Valuation
Education
University of Delaware 1989 — 1993
Bachelor of Science (B.S.), Statistics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank