Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Carter Rolfe Carter Rolfe's Fidelity Investments Experience January 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
The iLS network September 2014 - December 2014
Web.com May 2013 - August 2013
Romney for President August 2012 - November 2012
Chick-fil-A August 2011 - August 2012
Skills
Advertising, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, SEO, Photoshop, Illustrator, InDesign, Web Design, Online Advertising, Online Marketing, Video Production, Video Editing, Economics, Business Analysis, Business Strategy
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Advertising, Minor in Business Administration
Allen D. Nease High School 2006 — 2010
International Baccalaureate Diploma, 3.8
Fidelity Investments January 2015 - Present
The iLS network September 2014 - December 2014
Web.com May 2013 - August 2013
Romney for President August 2012 - November 2012
Chick-fil-A August 2011 - August 2012
Skills
Advertising, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, SEO, Photoshop, Illustrator, InDesign, Web Design, Online Advertising, Online Marketing, Video Production, Video Editing, Economics, Business Analysis, Business Strategy
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Advertising, Minor in Business Administration
Allen D. Nease High School 2006 — 2010
International Baccalaureate Diploma, 3.8
Vince Regan, CMT, AAMS Vince Regan, CMT, AAMS's Fidelity Investments Experience October 2014 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Market Technicians Association January 2012 - Present
Charles Schwab December 2012 - August 2014
Schwab Private Client Investment Advisory, Inc October 2002 - December 2012
Fantasy Sports Media Ventures, LLC April 2005 - July 2012
CompUSA Business Services October 1998 - November 1999
The Athlete's Foot September 1988 - September 1998
AM 540 1993 - 1995
Skills
Leadership, Financial Services, Options, Finance, Investment Advisory, Portfolio Management, Investment Management, Technical Analysis, Investment Strategies, CRM, Fixed Income, Financial Markets, Trading, Derivatives, Investments, Financial Analysis, Strategic Financial..., Securities, Risk Management, Series 63, Business Analysis, Hedge Funds, Series 7, Strategy, Retirement Planning, Asset Allocation, Insurance, Commodity, Bloomberg, Equity Research, FINRA, Valuation, Mutual Funds, Retirement, Equities, Financial Advisory, ETFs, Financial Modeling, Wealth Management, Bonds, Financial Planning
Education
University of Florida 1991 — 1994
BA
Valencia Community College 1988 — 1991
AA
Lake Howell High School 1984 — 1988
HS Diploma
Fidelity Investments October 2014 - Present
Market Technicians Association January 2012 - Present
Charles Schwab December 2012 - August 2014
Schwab Private Client Investment Advisory, Inc October 2002 - December 2012
Fantasy Sports Media Ventures, LLC April 2005 - July 2012
CompUSA Business Services October 1998 - November 1999
The Athlete's Foot September 1988 - September 1998
AM 540 1993 - 1995
Skills
Leadership, Financial Services, Options, Finance, Investment Advisory, Portfolio Management, Investment Management, Technical Analysis, Investment Strategies, CRM, Fixed Income, Financial Markets, Trading, Derivatives, Investments, Financial Analysis, Strategic Financial..., Securities, Risk Management, Series 63, Business Analysis, Hedge Funds, Series 7, Strategy, Retirement Planning, Asset Allocation, Insurance, Commodity, Bloomberg, Equity Research, FINRA, Valuation, Mutual Funds, Retirement, Equities, Financial Advisory, ETFs, Financial Modeling, Wealth Management, Bonds, Financial Planning
Education
University of Florida 1991 — 1994
BA
Valencia Community College 1988 — 1991
AA
Lake Howell High School 1984 — 1988
HS Diploma
Josh Shashaty Josh Shashaty's Fidelity Investments Experience January 2011 - July 2011
Job Lead Developer at The WP Valet
Industry Internet
Experience
The WP Valet January 2014 - Present
Josh Shashaty Consulting August 2011 - Present
Fidelity Investments January 2011 - July 2011
Fidelity Investments July 2010 - December 2010
Fidelity Investments April 2009 - July 2010
Fidelity Investments January 2008 - April 2009
Skills
Leadership, Sales, WordPress, Small Business, Web Design, Social Media, Entrepreneurship, Coaching, Online Marketing, HTML 5, PHP, CSS3, jQuery, Customer Service, Event Planning, Finance, Web Development, Facebook, Twitter, Social Networking, Personal Finance, Public Speaking, Event Management, Microsoft Excel
Education
University of Florida 2005 — 2007
Bachelor's degree, Finance, General
University of Florida - Warrington College of Business Administration 2005 — 2007
Finance, Business
The WP Valet January 2014 - Present
Josh Shashaty Consulting August 2011 - Present
Fidelity Investments January 2011 - July 2011
Fidelity Investments July 2010 - December 2010
Fidelity Investments April 2009 - July 2010
Fidelity Investments January 2008 - April 2009
Skills
Leadership, Sales, WordPress, Small Business, Web Design, Social Media, Entrepreneurship, Coaching, Online Marketing, HTML 5, PHP, CSS3, jQuery, Customer Service, Event Planning, Finance, Web Development, Facebook, Twitter, Social Networking, Personal Finance, Public Speaking, Event Management, Microsoft Excel
Education
University of Florida 2005 — 2007
Bachelor's degree, Finance, General
University of Florida - Warrington College of Business Administration 2005 — 2007
Finance, Business
Alex Harper's Fidelity Investments Experience January 2013 - March 2015
Job Regional Marketing Associate at Fred Alger
Industry Financial Services
Experience
Fred Alger Management, Inc. March 2015 - Present
Fidelity Investments January 2013 - March 2015
Merrill Lynch May 2011 - January 2013
Newbridge Securities June 2010 - May 2011
Gator Student Investment Fund January 2010 - June 2010
Dave Aronberg for Attorney General November 2009 - June 2010
SGP Music & Entertainment August 2009 - May 2010
The Shpiel (Independent Paper) January 2007 - May 2010
ACCENT Student Speaker's Bureau August 2009 - December 2009
Skills
Social Media, Public Relations, Press Releases, Marketing, Facebook, Blogging, Investments, Portfolio Management, Newsletters, Public Speaking, Options, Politics, Series 7, Microsoft Office, Sales, Due Diligence, Social Media Marketing, Marketing Strategy, Financial Advisory, Microsoft Word
Education
University of Florida 2006 — 2010
Bachelor of Science, Public Relations, Concentration in Political Science
Fred Alger Management, Inc. March 2015 - Present
Fidelity Investments January 2013 - March 2015
Merrill Lynch May 2011 - January 2013
Newbridge Securities June 2010 - May 2011
Gator Student Investment Fund January 2010 - June 2010
Dave Aronberg for Attorney General November 2009 - June 2010
SGP Music & Entertainment August 2009 - May 2010
The Shpiel (Independent Paper) January 2007 - May 2010
ACCENT Student Speaker's Bureau August 2009 - December 2009
Skills
Social Media, Public Relations, Press Releases, Marketing, Facebook, Blogging, Investments, Portfolio Management, Newsletters, Public Speaking, Options, Politics, Series 7, Microsoft Office, Sales, Due Diligence, Social Media Marketing, Marketing Strategy, Financial Advisory, Microsoft Word
Education
University of Florida 2006 — 2010
Bachelor of Science, Public Relations, Concentration in Political Science
Charles (Charlie) Gushue's Fidelity Investments Experience January 2009 - October 2010
Job Program/Project Professional
Industry Information Technology and Services
Experience
Southwest Airlines March 2015 - Present
ForeverClear LLC April 2012 - Present
CP Gushue Company (owned by Dei Amano LLC) June 1972 - June 2015
AT&T January 2014 - January 2015
Southwest Airlines March 2013 - December 2013
American Airlines May 2010 - April 2011
Fidelity Investments January 2009 - October 2010
Sabre Holdings Inc. July 1995 - July 2008
Highpoint BBC NPO October 2004 - May 2007
Affiliated Computer Services December 2005 - September 2006
Skills
Program Management, Business Analysis, Business Intelligence, PMO, Project Management, Management, Process Improvement, Vendor Management, Change Management, Agile Methodologies, Airlines, Leadership, SDLC, Project Portfolio..., Requirements Gathering, PMP, Agile Project Management, Training, Enterprise Architecture, ITIL, IT Strategy, CRM, Enterprise Software, Software Project..., Information Technology, Project Delivery, Resource Management, Requirements Analysis, Consulting, Business Process..., Exceptional People..., Airline Operations, Airline Management, IT Management, IT Solutions, MS Project, Asset Management, Risk Assessment, Risk Management, Budget Process, Operating Budgets, IT Service Management, Nonprofits, Global Management, Web Development, Web Analytics, Web Design, Creative Problem Solving, Microsoft Office, Jira
Education
University of Hartford 1985 — 1988
Electrical Engineering
Flushing Flight School 1977 — 1978
FAA Flight Dispatcher, Flight
W Trespar Clarke 1968 — 1972
Construction Engineering, Construction, Graduated top of my class
Southwest Airlines March 2015 - Present
ForeverClear LLC April 2012 - Present
CP Gushue Company (owned by Dei Amano LLC) June 1972 - June 2015
AT&T January 2014 - January 2015
Southwest Airlines March 2013 - December 2013
American Airlines May 2010 - April 2011
Fidelity Investments January 2009 - October 2010
Sabre Holdings Inc. July 1995 - July 2008
Highpoint BBC NPO October 2004 - May 2007
Affiliated Computer Services December 2005 - September 2006
Skills
Program Management, Business Analysis, Business Intelligence, PMO, Project Management, Management, Process Improvement, Vendor Management, Change Management, Agile Methodologies, Airlines, Leadership, SDLC, Project Portfolio..., Requirements Gathering, PMP, Agile Project Management, Training, Enterprise Architecture, ITIL, IT Strategy, CRM, Enterprise Software, Software Project..., Information Technology, Project Delivery, Resource Management, Requirements Analysis, Consulting, Business Process..., Exceptional People..., Airline Operations, Airline Management, IT Management, IT Solutions, MS Project, Asset Management, Risk Assessment, Risk Management, Budget Process, Operating Budgets, IT Service Management, Nonprofits, Global Management, Web Development, Web Analytics, Web Design, Creative Problem Solving, Microsoft Office, Jira
Education
University of Hartford 1985 — 1988
Electrical Engineering
Flushing Flight School 1977 — 1978
FAA Flight Dispatcher, Flight
W Trespar Clarke 1968 — 1972
Construction Engineering, Construction, Graduated top of my class
Deepti Patel Deepti Patel's Fidelity Investments Experience June 2012 - October 2012
Job Senior Consultant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Exari Systems May 2013 - January 2014
Fidelity Investments June 2012 - October 2012
State Street Bank February 2008 - August 2012
Putnam Investments January 2006 - December 2007
Wellington Management May 2004 - May 2006
Fidelity Investments August 1997 - October 2002
Southern Company 1994 - 1997
Skills
Business Analysis, SDLC, Software Project..., Fixed Income, Derivatives, Agile Methodologies, Vendor Management, Financial Services, Equities, Project Management, Databases, Data Analysis, SQL, Requirements Analysis, Requirements Gathering
Education
University of Florida
BS, Computer Science
Putnam Investments June 2014 - Present
Exari Systems May 2013 - January 2014
Fidelity Investments June 2012 - October 2012
State Street Bank February 2008 - August 2012
Putnam Investments January 2006 - December 2007
Wellington Management May 2004 - May 2006
Fidelity Investments August 1997 - October 2002
Southern Company 1994 - 1997
Skills
Business Analysis, SDLC, Software Project..., Fixed Income, Derivatives, Agile Methodologies, Vendor Management, Financial Services, Equities, Project Management, Databases, Data Analysis, SQL, Requirements Analysis, Requirements Gathering
Education
University of Florida
BS, Computer Science
Ebenezer Adjei Ebenezer Adjei's Fidelity Investments Experience January 2000 - January 2003
Job Transaction Operations Private Equity Real Estate Services
Industry Consumer Services
Experience
Mannatech Inc. February 2005 - June 2011
2004-2005Mannatech, Inc February 2004 - March 2005
2003-2004 January 2003 - January 2004
Fidelity Investments January 2000 - January 2003
Skills
Management, Call Center, Software Documentation, Access, Customer Service, Business Analysis, Customer Satisfaction, Budgets, Coaching, Microsoft Excel, Call Centers, Networking, Team Leadership, Process Improvement, Banking, Team Building, Accounting, Leadership, Sales, Forecasting, Training, Finance, Analysis, Time Management, Outlook, Microsoft Office, PowerPoint, Invoicing, Project Management, Policy
Education
South London College
BTEC National Diploma, Business and Finance
University of Greenwich
Bachelor of Arts, Business Studies
Mannatech Inc. February 2005 - June 2011
2004-2005Mannatech, Inc February 2004 - March 2005
2003-2004 January 2003 - January 2004
Fidelity Investments January 2000 - January 2003
Skills
Management, Call Center, Software Documentation, Access, Customer Service, Business Analysis, Customer Satisfaction, Budgets, Coaching, Microsoft Excel, Call Centers, Networking, Team Leadership, Process Improvement, Banking, Team Building, Accounting, Leadership, Sales, Forecasting, Training, Finance, Analysis, Time Management, Outlook, Microsoft Office, PowerPoint, Invoicing, Project Management, Policy
Education
South London College
BTEC National Diploma, Business and Finance
University of Greenwich
Bachelor of Arts, Business Studies
Dale Robbins Dale Robbins's Fidelity Investments Experience May 2007 - February 2009
Job Registered Investment Adviser Representative/Marketing Consultant at Robbins Advisory Services LLC
Industry Financial Services
Experience
Robbins Advisory Services LLC March 2013 - Present
Wells Fargo Advisors April 2010 - March 2013
Fidelity Investments May 2007 - February 2009
Skills
Retirement Planning, Series 7, Investments, Financial Modeling, Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Fixed Income, Portfolio Management, Trading, Securities, Asset Management, Asset Allocation, Series 63, Financial Services, Retirement, Bonds, Uniform Combined State..., Options, Equities
Education
University of Utah 2009 — 2010
Master of Business Administration (MBA)
University of Florida
Bachelor of Music, Vocal Performance
Robbins Advisory Services LLC March 2013 - Present
Wells Fargo Advisors April 2010 - March 2013
Fidelity Investments May 2007 - February 2009
Skills
Retirement Planning, Series 7, Investments, Financial Modeling, Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Fixed Income, Portfolio Management, Trading, Securities, Asset Management, Asset Allocation, Series 63, Financial Services, Retirement, Bonds, Uniform Combined State..., Options, Equities
Education
University of Utah 2009 — 2010
Master of Business Administration (MBA)
University of Florida
Bachelor of Music, Vocal Performance
Brenton McAuley's Fidelity Investments Experience July 2011 - Present
Job Software Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2011 - Present
United States Army Reserve June 2012 - June 2013
U.S. Army Reserve August 2008 - May 2012
The U.S. Army December 2007 - August 2008
The U.S. Army April 2006 - October 2007
Skills
Security Clearance, Military, Operational Planning, DoD, Process Improvement, Military Experience, Army, Cross-functional Team..., Military Operations, Operations Management, Command, Government, Risk Management, Strategic Planning, Information Assurance, Team Leadership, Leadership, Program Management, Project Management, COBOL, SQL DB2, JCL, CICS, Information Technology, Logistics
Education
Georgia Institute of Technology - Georgia Tech College of Management 2008 — 2010
MBA
The U.S. Army - Officer Candidate School 2005 — 2006
Commissioned Officer, Field Artillery
University of Georgia - Terry College of Business 1999 — 2003
BBA, Finance
The Lovett School 1993 — 1999
Fidelity Investments July 2011 - Present
United States Army Reserve June 2012 - June 2013
U.S. Army Reserve August 2008 - May 2012
The U.S. Army December 2007 - August 2008
The U.S. Army April 2006 - October 2007
Skills
Security Clearance, Military, Operational Planning, DoD, Process Improvement, Military Experience, Army, Cross-functional Team..., Military Operations, Operations Management, Command, Government, Risk Management, Strategic Planning, Information Assurance, Team Leadership, Leadership, Program Management, Project Management, COBOL, SQL DB2, JCL, CICS, Information Technology, Logistics
Education
Georgia Institute of Technology - Georgia Tech College of Management 2008 — 2010
MBA
The U.S. Army - Officer Candidate School 2005 — 2006
Commissioned Officer, Field Artillery
University of Georgia - Terry College of Business 1999 — 2003
BBA, Finance
The Lovett School 1993 — 1999
Brian Foxhoven's Fidelity Investments Experience July 2010 - April 2011
Job Sales Manager
Industry Automotive
Experience
Pearson Toyota Scion November 2014 - Present
Pearson Toyota Scion August 2014 - Present
ASBS Capital Mgt. February 2011 - Present
Pearson Toyota March 2014 - August 2014
Audi Hampton at Tysinger November 2013 - March 2014
Pearson Toyota Scion November 2012 - October 2013
Fidelity Investments July 2010 - April 2011
Northwestern Mutual January 2009 - July 2010
Skills
Sales, Finance, Financial Services, Cold Calling, Customer Service, Marketing, Account Management, Investments, Microsoft Office, Microsoft Excel, Sales Process, Strategic Planning, Insurance, New Business Development, Sports, PowerPoint, Team Building, Microsoft Word, Retirement Planning, Customer Satisfaction, Strategic Financial..., Customer Retention, Recruiting, Asset Management, Sales Management, Management, Analysis, Marketing Strategy, Social Networking, Financial Analysis
Education
University of Florida - Warrington College Of Business 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Pearson Toyota Scion November 2014 - Present
Pearson Toyota Scion August 2014 - Present
ASBS Capital Mgt. February 2011 - Present
Pearson Toyota March 2014 - August 2014
Audi Hampton at Tysinger November 2013 - March 2014
Pearson Toyota Scion November 2012 - October 2013
Fidelity Investments July 2010 - April 2011
Northwestern Mutual January 2009 - July 2010
Skills
Sales, Finance, Financial Services, Cold Calling, Customer Service, Marketing, Account Management, Investments, Microsoft Office, Microsoft Excel, Sales Process, Strategic Planning, Insurance, New Business Development, Sports, PowerPoint, Team Building, Microsoft Word, Retirement Planning, Customer Satisfaction, Strategic Financial..., Customer Retention, Recruiting, Asset Management, Sales Management, Management, Analysis, Marketing Strategy, Social Networking, Financial Analysis
Education
University of Florida - Warrington College Of Business 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Julie Selig (Butkiewicz) Julie Selig (Butkiewicz)'s Fidelity Investments Experience January 2005 - Present
Job Vice President, Media at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments January 2005 - Present
MPG July 1997 - January 2005
Education
University of Hartford 1993 — 1997
BA, Communication
Fidelity Investments January 2005 - Present
MPG July 1997 - January 2005
Education
University of Hartford 1993 — 1997
BA, Communication
Brenton Garner Brenton Garner's Fidelity Investments Experience January 2014 - Present
Job Trading Execution Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Skills
Finance, Market Research, Investments, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management, Corporate Finance, Financial Planning, Series 7, Valuation, Wealth Management, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Teamwork
Education
University of Florida 2011 — 2013
Bachelor of Science (B.S.), Marketing
Fidelity Investments January 2014 - Present
Skills
Finance, Market Research, Investments, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management, Corporate Finance, Financial Planning, Series 7, Valuation, Wealth Management, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Teamwork
Education
University of Florida 2011 — 2013
Bachelor of Science (B.S.), Marketing
Owen Findley Owen Findley's Fidelity Investments Experience December 2014 - Present
Job Senior Manager Software Engineering
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments April 2012 - December 2014
BB&T June 2010 - March 2012
Fidelity Investments November 2006 - June 2010
Fidelity Investments September 2005 - November 2006
Xerox September 2004 - September 2005
Skills
Data Visualization, Process Improvement, Metrics, Business Analysis, PMP, Six Sigma, Project Management, Business Process, ITIL, Agile Methodologies, Program Management, SDLC, Visio, Strategic Planning, Project Portfolio..., Training, Software Documentation, Forecasting, Requirements Analysis, Business Process..., Vendor Management, Management, Requirements Gathering, Service Delivery, PMO, Leadership, Call Centers, Change Management, Analysis, Human Resources, Process Engineering, Performance Management, IT Service Management, Business Requirements, Software Project..., SharePoint, Process Management, ITIL Certified
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration, Finance
Fidelity Investments December 2014 - Present
Fidelity Investments April 2012 - December 2014
BB&T June 2010 - March 2012
Fidelity Investments November 2006 - June 2010
Fidelity Investments September 2005 - November 2006
Xerox September 2004 - September 2005
Skills
Data Visualization, Process Improvement, Metrics, Business Analysis, PMP, Six Sigma, Project Management, Business Process, ITIL, Agile Methodologies, Program Management, SDLC, Visio, Strategic Planning, Project Portfolio..., Training, Software Documentation, Forecasting, Requirements Analysis, Business Process..., Vendor Management, Management, Requirements Gathering, Service Delivery, PMO, Leadership, Call Centers, Change Management, Analysis, Human Resources, Process Engineering, Performance Management, IT Service Management, Business Requirements, Software Project..., SharePoint, Process Management, ITIL Certified
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration, Finance
Rich Lessirard Rich Lessirard's Fidelity Investments Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
American Beacon Advisors 2010 - 2012
Transamerica 2008 - 2010
MFS Investment Management 1990 - 2008
Skills
Series 7, Series 63, Series 66
Education
University of Florida 1974 — 1978
B.A.., Liberal Arts
Martin Luther High School
Martin Luther High School
Fidelity Investments 2012 - Present
American Beacon Advisors 2010 - 2012
Transamerica 2008 - 2010
MFS Investment Management 1990 - 2008
Skills
Series 7, Series 63, Series 66
Education
University of Florida 1974 — 1978
B.A.., Liberal Arts
Martin Luther High School
Martin Luther High School
Daniel Belliveau's Fidelity Investments Experience May 2008 - August 2015
Job General Operations Manager at Frozone
Industry Financial Services
Experience
Frozone September 2015 - Present
Fidelity Investments May 2008 - August 2015
Fidelity Investments May 2000 - May 2008
Fidelity Investments September 2003 - March 2005
Fidelity Investments June 1998 - May 2000
Skills
Options, Derivatives Trading, Options Strategies, Index Options, Trading Strategies, Compliance Regulations, US Equities, Customer Service, Fraud Detection, Employee Training, Hiring Employees, Product Management, Product Marketing, Series 7, Equities, Trading
Education
University of Hartford
Frozone September 2015 - Present
Fidelity Investments May 2008 - August 2015
Fidelity Investments May 2000 - May 2008
Fidelity Investments September 2003 - March 2005
Fidelity Investments June 1998 - May 2000
Skills
Options, Derivatives Trading, Options Strategies, Index Options, Trading Strategies, Compliance Regulations, US Equities, Customer Service, Fraud Detection, Employee Training, Hiring Employees, Product Management, Product Marketing, Series 7, Equities, Trading
Education
University of Hartford
Kevin Bruckenstein Kevin Bruckenstein's Fidelity Investments Experience May 2015 - July 2015
Job Professional Intern: Fidelity Institutional Technology at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments May 2015 - July 2015
Fidelity Investments June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Skills
Microsoft Word, Social Media, PowerPoint, Microsoft Excel, Social Media Marketing, Research, Photoshop, Public Speaking, InDesign, Illustrator, CRM, SharePoint, Business Workflows, Microsoft Visio
Education
University of Florida 2014 — 2016
Master's degree, Mass Communication Law
University of Florida 2010 — 2014
Bachelor's degree, Advertising
Everglades High School
Everglades High School
Fidelity Investments May 2015 - July 2015
Fidelity Investments June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Skills
Microsoft Word, Social Media, PowerPoint, Microsoft Excel, Social Media Marketing, Research, Photoshop, Public Speaking, InDesign, Illustrator, CRM, SharePoint, Business Workflows, Microsoft Visio
Education
University of Florida 2014 — 2016
Master's degree, Mass Communication Law
University of Florida 2010 — 2014
Bachelor's degree, Advertising
Everglades High School
Everglades High School
Anas Belgou Anas Belgou's Fidelity Investments Experience July 2014 - Present
Job Associate Software Engineer
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Renaissance Boston Waterfront August 2013 - July 2014
University of Hartford ITS September 2008 - May 2012
All Max Entertainment January 2012 - April 2012
Sigma Nu International Fraternity at the University of Hartford September 2010 - April 2011
Skills
HTML, CSS, Adobe Creative Suite, jQuery, jQuery Mobile, PHP, phpMyAdmin, ASP.NET, C#, JavaScript, MySQL, Windows, Mac OS, WordPress, PhoneGap, Web Design, Photoshop
Education
University of Hartford 2008 — 2012
Bachelor of Arts (B.A.), Multimedia Web Design & Development
Fidelity Investments July 2014 - Present
Renaissance Boston Waterfront August 2013 - July 2014
University of Hartford ITS September 2008 - May 2012
All Max Entertainment January 2012 - April 2012
Sigma Nu International Fraternity at the University of Hartford September 2010 - April 2011
Skills
HTML, CSS, Adobe Creative Suite, jQuery, jQuery Mobile, PHP, phpMyAdmin, ASP.NET, C#, JavaScript, MySQL, Windows, Mac OS, WordPress, PhoneGap, Web Design, Photoshop
Education
University of Hartford 2008 — 2012
Bachelor of Arts (B.A.), Multimedia Web Design & Development
Leanne Kline, SPHR, CEBS Leanne Kline, SPHR, CEBS's Fidelity Investments Experience February 2002 - September 2002
Job Florida Territory HR Manager at Pier 1 Imports
Industry Retail
Experience
Pier 1 Imports June 2014 - Present
Pier 1 Imports March 2007 - June 2014
Pier 1 Imports June 2005 - March 2007
Pier 1 Imports September 2002 - June 2005
Fidelity Investments February 2002 - September 2002
Fidelity Investments May 2000 - February 2002
Skills
Employee Benefits, Employee Relations, Leadership, Onboarding, Talent Management, Recruiting, PeopleSoft, Human Resources, Talent Acquisition, Succession Planning
Education
University of Florida 1987 — 1991
Bachelor of Science (B.S.)
Pier 1 Imports June 2014 - Present
Pier 1 Imports March 2007 - June 2014
Pier 1 Imports June 2005 - March 2007
Pier 1 Imports September 2002 - June 2005
Fidelity Investments February 2002 - September 2002
Fidelity Investments May 2000 - February 2002
Skills
Employee Benefits, Employee Relations, Leadership, Onboarding, Talent Management, Recruiting, PeopleSoft, Human Resources, Talent Acquisition, Succession Planning
Education
University of Florida 1987 — 1991
Bachelor of Science (B.S.)
Alexander Bagdasarian Alexander Bagdasarian's Fidelity Investments Experience July 2014 - Present
Job Client Account Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Bank Rhode Island May 2014 - July 2014
CampusCleaners February 2012 - May 2013
Starpoint Solutions June 2012 - August 2012
Armenian Youth Federation Eastern Region January 2012 - May 2012
Camp Haiastan June 2009 - August 2011
Skills
Economics, Finance, Marketing, Public Relations, Entrepreneurship, Mobile Applications, Mentoring, Teaching, Languages, Research, Human Resources, Networking, Outlook, Social Networking
Education
University of Hartford 2009 — 2013
Fidelity Investments July 2014 - Present
Bank Rhode Island May 2014 - July 2014
CampusCleaners February 2012 - May 2013
Starpoint Solutions June 2012 - August 2012
Armenian Youth Federation Eastern Region January 2012 - May 2012
Camp Haiastan June 2009 - August 2011
Skills
Economics, Finance, Marketing, Public Relations, Entrepreneurship, Mobile Applications, Mentoring, Teaching, Languages, Research, Human Resources, Networking, Outlook, Social Networking
Education
University of Hartford 2009 — 2013
Shannon MacPherson Shannon MacPherson's Fidelity Investments Experience April 2005 - October 2008
Job AVP, Marketing & Communicaitons at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments January 2014 - Present
ONE Financial August 2011 - June 2013
Dundee Wealth January 2010 - November 2010
Aegon Canada January 2009 - January 2010
Fidelity Investments April 2005 - October 2008
Fidelity Investments October 1999 - April 2005
Toronto-Dominion Bank April 1998 - October 1999
Trimark Investment Management Inc. November 1997 - April 1998
Laurentian Bank, Agency Banking December 1996 - November 1997
Skills
Product Marketing, Strategic Planning, Project Management, Sales, Financial Services, Marketing Communications, Cross-functional Team..., Mutual Funds, Wealth Management
Education
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Guelph 1993 — 1996
BA, Sociology
IA Clarington Investments January 2014 - Present
ONE Financial August 2011 - June 2013
Dundee Wealth January 2010 - November 2010
Aegon Canada January 2009 - January 2010
Fidelity Investments April 2005 - October 2008
Fidelity Investments October 1999 - April 2005
Toronto-Dominion Bank April 1998 - October 1999
Trimark Investment Management Inc. November 1997 - April 1998
Laurentian Bank, Agency Banking December 1996 - November 1997
Skills
Product Marketing, Strategic Planning, Project Management, Sales, Financial Services, Marketing Communications, Cross-functional Team..., Mutual Funds, Wealth Management
Education
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Guelph 1993 — 1996
BA, Sociology
Sean Weaser Sean Weaser's Fidelity Investments Experience 2002 - 2006
Job Wealth Advisor, IC Wealth Management at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod December 2011 - Present
Integra Capital May 2011 - December 2011
Integra Capital March 2007 - May 2011
Fidelity Investments 2002 - 2006
Skills
Investments, Asset Management, Financial Planning, Wealth Management, Retirement Planning, Strategic Financial..., Wealth, Retirement, Investment Management, Financial Planners, Investment Advisory, Portfolio Management, Investment Strategies, Asset Allocation
Education
University of Guelph 1998 — 2002
B.A, Economics, English
ScotiaMcLeod December 2011 - Present
Integra Capital May 2011 - December 2011
Integra Capital March 2007 - May 2011
Fidelity Investments 2002 - 2006
Skills
Investments, Asset Management, Financial Planning, Wealth Management, Retirement Planning, Strategic Financial..., Wealth, Retirement, Investment Management, Financial Planners, Investment Advisory, Portfolio Management, Investment Strategies, Asset Allocation
Education
University of Guelph 1998 — 2002
B.A, Economics, English
Brian DiDea Brian DiDea's Fidelity Investments Experience February 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Northwestern Mutual May 2011 - December 2013
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Winter Park High School
Fidelity Investments February 2014 - Present
Northwestern Mutual May 2011 - December 2013
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Winter Park High School
Richard Robison Richard Robison's Fidelity Investments Experience March 2005 - July 2008
Job Digital Product Manager at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance December 2009 - Present
Fidelity Investments March 2005 - July 2008
ADP February 1997 - February 2005
Skills
Product Management, Business Strategy, Agile & Waterfall..., Software Development..., SDLC, Mobile Applications, Business Technology, Mobile Web Design, Competitive Intelligence, Portals, Negotiation, Leadership, Analytics, Business Analysis, Business Requirements, Requirements Analysis, CRM, Requirements Gathering
Education
University of Florida - Warrington College Of Business
MBA, Management
William Paterson University of New Jersey
BS, Management
Liberty Mutual Insurance December 2009 - Present
Fidelity Investments March 2005 - July 2008
ADP February 1997 - February 2005
Skills
Product Management, Business Strategy, Agile & Waterfall..., Software Development..., SDLC, Mobile Applications, Business Technology, Mobile Web Design, Competitive Intelligence, Portals, Negotiation, Leadership, Analytics, Business Analysis, Business Requirements, Requirements Analysis, CRM, Requirements Gathering
Education
University of Florida - Warrington College Of Business
MBA, Management
William Paterson University of New Jersey
BS, Management
Mark Lengel Mark Lengel's Fidelity Investments Experience 1995 - 2005
Job Principal Owner at Olympus Advisors LLC & Olympus Mountain Gear LLC
Industry Financial Services
Experience
Olympus Mountain Gear LLC 2005 - Present
Olympus Advisors LLC 2008 - Present
Fidelity Investments 1995 - 2005
Dickerson & Whitaker 1992 - 1993
Skills
Retail, Product Development, Strategic Planning, Forecasting, Sales Management, Trade Shows, Marketing, Start-ups, Sales, Project Management, Customer Service, Inventory Management, Business Development, Strategic Financial..., Marketing Communications, Investments, Product Marketing, Negotiation, Team Leadership, Social Media, Marketing Strategy, Market Research, Direct Marketing, Investment Properties, Invoicing, Inventor, Strategy, Entrepreneurship, Leadership, New Business Development, Brand Management, Management
Education
Vanderbilt University
MBA, Finance & Accounting
University of Florida
BSBA, Marketing
Olympus Mountain Gear LLC 2005 - Present
Olympus Advisors LLC 2008 - Present
Fidelity Investments 1995 - 2005
Dickerson & Whitaker 1992 - 1993
Skills
Retail, Product Development, Strategic Planning, Forecasting, Sales Management, Trade Shows, Marketing, Start-ups, Sales, Project Management, Customer Service, Inventory Management, Business Development, Strategic Financial..., Marketing Communications, Investments, Product Marketing, Negotiation, Team Leadership, Social Media, Marketing Strategy, Market Research, Direct Marketing, Investment Properties, Invoicing, Inventor, Strategy, Entrepreneurship, Leadership, New Business Development, Brand Management, Management
Education
Vanderbilt University
MBA, Finance & Accounting
University of Florida
BSBA, Marketing
Jon Harper, CFP® Jon Harper, CFP®'s Fidelity Investments Experience January 2011 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Ken Zahn, Inc January 2010 - December 2012
Ledford Financial October 2007 - December 2010
Value Shield Solutions November 2006 - October 2007
New York Life Insurance Company July 2003 - October 2006
Skills
Financial Planning, Leadership, Investments, Retirement Planning, Finance, Wealth Management, Financial Services, Portfolio Management, Insurance, Sales
Education
University of Florida - Warrington College Of Business 2011 — 2013
MBA, Masters of Business Administration
University of Miami 1999 — 2003
B.S., Economics & Motion Picture
Fidelity Investments January 2011 - Present
Ken Zahn, Inc January 2010 - December 2012
Ledford Financial October 2007 - December 2010
Value Shield Solutions November 2006 - October 2007
New York Life Insurance Company July 2003 - October 2006
Skills
Financial Planning, Leadership, Investments, Retirement Planning, Finance, Wealth Management, Financial Services, Portfolio Management, Insurance, Sales
Education
University of Florida - Warrington College Of Business 2011 — 2013
MBA, Masters of Business Administration
University of Miami 1999 — 2003
B.S., Economics & Motion Picture
Bryson Allsup Bryson Allsup's Fidelity Investments Experience April 2012 - Present
Job University of Florida Graduate
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
University of West Florida August 2009 - January 2010
WXBM/WMEZ Radio Station May 2008 - February 2009
Waffle House 2006 - 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Time Management, Management, Public Relations, Leadership Development, Teaching, Budgets, Public Speaking
Education
University of Florida 2010 — 2011
Master's of Science, Management
University of West Florida 2006 — 2010
Bachelors of Music, Education
Fidelity Investments April 2012 - Present
University of West Florida August 2009 - January 2010
WXBM/WMEZ Radio Station May 2008 - February 2009
Waffle House 2006 - 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Time Management, Management, Public Relations, Leadership Development, Teaching, Budgets, Public Speaking
Education
University of Florida 2010 — 2011
Master's of Science, Management
University of West Florida 2006 — 2010
Bachelors of Music, Education
Kyle Cain, CFP®'s Fidelity Investments Experience April 2012 - August 2015
Job VP/Private Client AdvisorJPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2015 - Present
Bryant University January 2014 - Present
Fidelity Investments April 2012 - August 2015
Fidelity Investments June 2010 - March 2012
Fidelity Investments August 2007 - May 2010
Education
University of Florida
Bachelor's Degree, Finance
JPMorgan Chase Bank, N.A. September 2015 - Present
Bryant University January 2014 - Present
Fidelity Investments April 2012 - August 2015
Fidelity Investments June 2010 - March 2012
Fidelity Investments August 2007 - May 2010
Education
University of Florida
Bachelor's Degree, Finance
Mathew Tyson Mathew Tyson's Fidelity Investments Experience December 2008 - June 2013
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Fidelity Investments December 2008 - June 2013
Skills
Series 10, Series 9, Series 66, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Sales, Stocks, Banking, Strategic Financial..., Defined Contribution, Defined Benefit, Investment Brokerage, Financial Planning, Uniform Combined State..., FINRA, Portfolio Management, Investments
Education
University of Florida 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, 3.5
Merrill Lynch July 2013 - Present
Fidelity Investments December 2008 - June 2013
Skills
Series 10, Series 9, Series 66, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Sales, Stocks, Banking, Strategic Financial..., Defined Contribution, Defined Benefit, Investment Brokerage, Financial Planning, Uniform Combined State..., FINRA, Portfolio Management, Investments
Education
University of Florida 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, 3.5
Karen Noethen Karen Noethen's Fidelity Investments Experience April 2015 - Present
Job Investment Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments February 2013 - April 2015
Bloomberg October 2010 - May 2012
ADP 2005 - 2010
BB&T 2003 - 2005
BB&T 2000 - 2003
Skills
Sales, Account Management, Business Development, Prospecting Skills, Negotiating Skills, Building and..., Platform Skills, C-Level Presentations, Salesforce.com, Financial Services, Banking, Commercial Lending
Education
University of Florida
Bachelor of Science, Finance
Fidelity Investments April 2015 - Present
Fidelity Investments February 2013 - April 2015
Bloomberg October 2010 - May 2012
ADP 2005 - 2010
BB&T 2003 - 2005
BB&T 2000 - 2003
Skills
Sales, Account Management, Business Development, Prospecting Skills, Negotiating Skills, Building and..., Platform Skills, C-Level Presentations, Salesforce.com, Financial Services, Banking, Commercial Lending
Education
University of Florida
Bachelor of Science, Finance
Philip Biegelsen Philip Biegelsen's Fidelity Investments Experience April 2007 - Present
Job Vice President Senior Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments November 2004 - April 2007
Fidelity Investments March 2001 - November 2004
Education
University of Denver 1983 — 1985
BSBA, Business Administration and Management, General
University of Florida 1981 — 1983
Fidelity Investments April 2007 - Present
Fidelity Investments November 2004 - April 2007
Fidelity Investments March 2001 - November 2004
Education
University of Denver 1983 — 1985
BSBA, Business Administration and Management, General
University of Florida 1981 — 1983
Conrad Bruce-Tagoe, CPA, CISA Conrad Bruce-Tagoe, CPA, CISA's Fidelity Investments Experience 2014 - 2014
Job Resources Global Professionals at Boston, Massachusetts
Industry Financial Services
Experience
Boston, Massachusetts August 2012 - Present
Fidelity Investments 2014 - 2014
Experis Finance (formerly Jefferson Wells International) September 2010 - August 2012
Dynasil Corporation of America March 2009 - November 2009
Resources Global Professionals 2006 - 2008
Resources Global Professionals 2006 - 2008
Control Solutions International 2004 - 2006
Skills
Risk Assessment, Risk-based auditing, IT Audit, Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Reporting, Sarbanes-Oxley, Corporate Governance, Financial Risk, Finance, SEC filings, Budgets, Banking, Software Documentation, Internal Audit, Cash Management, Financial Analysis
Education
University of Ghana 1971 — 1974
Barchelor of Arts (Honors), Political Science
University of Ghana 1971 — 1974
BA (Honors), Political Science
ISACA NE Breakfast Seminar
Boston, Massachusetts August 2012 - Present
Fidelity Investments 2014 - 2014
Experis Finance (formerly Jefferson Wells International) September 2010 - August 2012
Dynasil Corporation of America March 2009 - November 2009
Resources Global Professionals 2006 - 2008
Resources Global Professionals 2006 - 2008
Control Solutions International 2004 - 2006
Skills
Risk Assessment, Risk-based auditing, IT Audit, Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Reporting, Sarbanes-Oxley, Corporate Governance, Financial Risk, Finance, SEC filings, Budgets, Banking, Software Documentation, Internal Audit, Cash Management, Financial Analysis
Education
University of Ghana 1971 — 1974
Barchelor of Arts (Honors), Political Science
University of Ghana 1971 — 1974
BA (Honors), Political Science
ISACA NE Breakfast Seminar
Daniel DiVico Daniel DiVico's Fidelity Investments Experience June 2007 - January 2010
Job Managing Partner, Monarch Advisory Services
Industry Financial Services
Experience
Monarch Advisory Services January 2010 - Present
Florida 4-H Board of Directors January 2012 - Present
Fidelity Investments June 2007 - January 2010
Skills
Settlement Services, Structured Settlements, Medicare Set Aside's, Series 7, Series 63, Life & Health Insurance..., Equities, Options, Mutual Funds, Fixed Annuities, Fixed Income, Investments, Securities, Alternative Investments, Private Equity, Financial Analysis, Settlement, Asset Management, Estate Planning
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelor, Finance
Notre Dame High School 1999 — 2003
Monarch Advisory Services January 2010 - Present
Florida 4-H Board of Directors January 2012 - Present
Fidelity Investments June 2007 - January 2010
Skills
Settlement Services, Structured Settlements, Medicare Set Aside's, Series 7, Series 63, Life & Health Insurance..., Equities, Options, Mutual Funds, Fixed Annuities, Fixed Income, Investments, Securities, Alternative Investments, Private Equity, Financial Analysis, Settlement, Asset Management, Estate Planning
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelor, Finance
Notre Dame High School 1999 — 2003
Todd Caraway's Fidelity Investments Experience 2012 - Present
Job Investment Management Professional
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
TD Bank 2007 - 2012
Merrill Lynch 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Group Presentations, Managing Employees, Series 7, Series 66, Investments, Retirement Plans, Bonds, Mutual Funds, Money Market, Wealth Management, Conflict Resolution, Custody, Escrow, Social Networking, Training & Development, Six Sigma, Achieving Results, Municipalities, Non-profits, International Business, Operations Management, Insurance, Financial Advisory, Investment Management, Financial Services, Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Planning, Employee Training
Education
University of Florida 1989 — 1994
BA, Liberal Arts (Geography)
Fidelity Investments 2012 - Present
TD Bank 2007 - 2012
Merrill Lynch 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Group Presentations, Managing Employees, Series 7, Series 66, Investments, Retirement Plans, Bonds, Mutual Funds, Money Market, Wealth Management, Conflict Resolution, Custody, Escrow, Social Networking, Training & Development, Six Sigma, Achieving Results, Municipalities, Non-profits, International Business, Operations Management, Insurance, Financial Advisory, Investment Management, Financial Services, Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Planning, Employee Training
Education
University of Florida 1989 — 1994
BA, Liberal Arts (Geography)
Paula Sawyer Paula Sawyer's Fidelity Investments Experience October 2010 - Present
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
The Energy Authority October 2009 - September 2010
Merrill Lynch August 2007 - March 2009
Merrill Lynch August 2005 - August 2007
Merrill Lynch April 2003 - August 2005
Education
University of Phoenix 2009 — 2010
MSA, Accounting
University of Florida 1980 — 1983
BA, Criminal Justice, Law
Fidelity Investments October 2010 - Present
The Energy Authority October 2009 - September 2010
Merrill Lynch August 2007 - March 2009
Merrill Lynch August 2005 - August 2007
Merrill Lynch April 2003 - August 2005
Education
University of Phoenix 2009 — 2010
MSA, Accounting
University of Florida 1980 — 1983
BA, Criminal Justice, Law
Monica Wehr Monica Wehr's Fidelity Investments Experience June 2004 - December 2005
Job Experienced Training and Communications Professional
Industry Insurance
Experience
EyeMed Vision Care March 2010 - Present
DHL Express November 2009 - March 2010
DHL Express January 2006 - August 2009
Fidelity Investments June 2004 - December 2005
DHL Express February 2003 - June 2004
Fidelity Investments January 2000 - October 2002
Toyota July 1996 - December 1999
Mayr & Partner 1995 - 1996
Skills
Training, Communications Planning, Workshop Facilitation, Program Management, Project Management, Instructional Design, Project Planning, Process Improvement, Change Management, Leadership Development, Organizational..., Coaching, Leadership, Succession Planning, Cross-functional Team..., Corporate Communications, Team Building, Employee Training, Recruiting, Continuous Improvement, Management, Strategy, Public Relations, Budgets, Strategic Communications, Internal Communications, Onboarding
Education
Westminster College (PA) 1989 — 1994
Bachelor of Arts, International Business & German
University of Hamburg 1991 — 1991
Certificate, German
Monaca High School 1986 — 1989
HS Dipolma
Monaca High School
EyeMed Vision Care March 2010 - Present
DHL Express November 2009 - March 2010
DHL Express January 2006 - August 2009
Fidelity Investments June 2004 - December 2005
DHL Express February 2003 - June 2004
Fidelity Investments January 2000 - October 2002
Toyota July 1996 - December 1999
Mayr & Partner 1995 - 1996
Skills
Training, Communications Planning, Workshop Facilitation, Program Management, Project Management, Instructional Design, Project Planning, Process Improvement, Change Management, Leadership Development, Organizational..., Coaching, Leadership, Succession Planning, Cross-functional Team..., Corporate Communications, Team Building, Employee Training, Recruiting, Continuous Improvement, Management, Strategy, Public Relations, Budgets, Strategic Communications, Internal Communications, Onboarding
Education
Westminster College (PA) 1989 — 1994
Bachelor of Arts, International Business & German
University of Hamburg 1991 — 1991
Certificate, German
Monaca High School 1986 — 1989
HS Dipolma
Monaca High School
Brendan Ridge Brendan Ridge's Fidelity Investments Experience August 2000 - December 2001
Job Microsoft Business Solutions Sales Executive at Microsoft
Industry Computer Software
Experience
Microsoft November 2012 - Present
Berklee Media November 2009 - November 2012
Sun Life Financial March 2008 - February 2009
Guardian Investor Services/RS Investments February 2006 - March 2008
Guardian Investor Services/RS Investments July 2005 - February 2006
Guardian Investor Services July 2004 - July 2005
Guardian Investor Services September 2003 - July 2004
Northwestern Mutual Financial Network January 2002 - September 2003
Fidelity Investments August 2000 - December 2001
Skills
SAAS, Social CRM,..., Strategic Partnerships, Lead Generation, CRM, SaaS, Relationship Management, Sales Operations, Solution Selling, Marketing Strategy, New Business Development, Retirement Planning, Leadership, Marketing, Sales Management, Product Development, Management
Education
University of Hartford 1994 — 1998
Microsoft November 2012 - Present
Berklee Media November 2009 - November 2012
Sun Life Financial March 2008 - February 2009
Guardian Investor Services/RS Investments February 2006 - March 2008
Guardian Investor Services/RS Investments July 2005 - February 2006
Guardian Investor Services July 2004 - July 2005
Guardian Investor Services September 2003 - July 2004
Northwestern Mutual Financial Network January 2002 - September 2003
Fidelity Investments August 2000 - December 2001
Skills
SAAS, Social CRM,..., Strategic Partnerships, Lead Generation, CRM, SaaS, Relationship Management, Sales Operations, Solution Selling, Marketing Strategy, New Business Development, Retirement Planning, Leadership, Marketing, Sales Management, Product Development, Management
Education
University of Hartford 1994 — 1998
Chris Ridings Chris Ridings's Fidelity Investments Experience November 2012 - Present
Job Sr. Director, Planning & Guidance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
TD Ameritrade January 2012 - November 2012
TD Ameritrade November 2010 - January 2012
TD Ameritrade July 2008 - November 2010
TD Ameritrade January 2005 - July 2008
Merrill Lynch January 2004 - January 2005
Skills
Sales, Sales Process, Sales Management, Coaching, Change Management, Experienced Sales..., Sales Operations, Financial Services, Series 4, Series 7, Series 24, Series 66, Training, Management Coaching, Strategy, Investments, High Performance Teams, Management, Leadership, Customer Service, Risk Management, Retirement Planning, Portfolio Management, Human Resources, Wealth Management, Call Centers, Investment Advisory, Relationship Management, Strategic Financial...
Education
University of Florida - Warrington College Of Business 2000 — 2003
Bachelor of Science (BS), Accounting
Fidelity Investments November 2012 - Present
TD Ameritrade January 2012 - November 2012
TD Ameritrade November 2010 - January 2012
TD Ameritrade July 2008 - November 2010
TD Ameritrade January 2005 - July 2008
Merrill Lynch January 2004 - January 2005
Skills
Sales, Sales Process, Sales Management, Coaching, Change Management, Experienced Sales..., Sales Operations, Financial Services, Series 4, Series 7, Series 24, Series 66, Training, Management Coaching, Strategy, Investments, High Performance Teams, Management, Leadership, Customer Service, Risk Management, Retirement Planning, Portfolio Management, Human Resources, Wealth Management, Call Centers, Investment Advisory, Relationship Management, Strategic Financial...
Education
University of Florida - Warrington College Of Business 2000 — 2003
Bachelor of Science (BS), Accounting
Russ Brami Russ Brami's Fidelity Investments Experience 2003 - 2004
Job
Industry Graphic Design
Experience
Brami Design 1991 - Present
Fidelity Investments 2003 - 2004
Scansoft 1999 - 2001
Lernout & Hauspie 1997 - 1998
Skills
Creating maps that make..., Image Manipulation, User Experience, Maps, Usability Testing, User Interface Design, Graphic Design, Wireframes, Information Architecture, User Interface, Wire Framing, Information Design, Interaction Design, Web Applications, Graphics, User-centered Design
Education
University of Florida 1970 — 1972
BFA, Sculpture, Art History
Brami Design 1991 - Present
Fidelity Investments 2003 - 2004
Scansoft 1999 - 2001
Lernout & Hauspie 1997 - 1998
Skills
Creating maps that make..., Image Manipulation, User Experience, Maps, Usability Testing, User Interface Design, Graphic Design, Wireframes, Information Architecture, User Interface, Wire Framing, Information Design, Interaction Design, Web Applications, Graphics, User-centered Design
Education
University of Florida 1970 — 1972
BFA, Sculpture, Art History
Martin J. Aspin Martin J. Aspin's Fidelity Investments Experience August 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Capstone Financial, LLC October 2012 - Present
Kalos Financial December 2013 - July 2015
E*TRADE Financial January 2012 - October 2012
Thrivent Financial for Lutherans August 2010 - January 2012
MassMutual Financial Group May 2009 - June 2010
Thrivent Financial for Lutherans August 2008 - May 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement, Wealth Management, Securities, Investment Advisory, Life Insurance, Financial Analysis, Disability Insurance, Margin, Employee Stock Options, Options Trading, Mutual Funds, Customer Service, Data Analysis, Financial Services, Finance
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing / Finance
Fidelity Investments August 2015 - Present
Capstone Financial, LLC October 2012 - Present
Kalos Financial December 2013 - July 2015
E*TRADE Financial January 2012 - October 2012
Thrivent Financial for Lutherans August 2010 - January 2012
MassMutual Financial Group May 2009 - June 2010
Thrivent Financial for Lutherans August 2008 - May 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement, Wealth Management, Securities, Investment Advisory, Life Insurance, Financial Analysis, Disability Insurance, Margin, Employee Stock Options, Options Trading, Mutual Funds, Customer Service, Data Analysis, Financial Services, Finance
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing / Finance
Chris Herman, CFP® Chris Herman, CFP®'s Fidelity Investments Experience January 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments December 2012 - February 2014
Fidelity Investments December 2011 - December 2012
Fidelity Investments March 2011 - December 2011
Fidelity Investments June 2010 - March 2011
Herman Woodcrafting Inc. December 2007 - June 2009
Skills
Certified Financial..., Investments, Retirement Planning, Investment Strategies, Fixed Annuities, Variable Annuities, Fixed Income, Mutual Funds, Stocks, Relationship Management, Wrap Accounts, Series 7, Series 63, Banking, Asset Management, Estate Planning, Portfolio Management, Securities, Asset Allocation, Retirement, Wealth Management, Finance, Financial Services, Financial Planning
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
B.S.B.A, Management
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments December 2012 - February 2014
Fidelity Investments December 2011 - December 2012
Fidelity Investments March 2011 - December 2011
Fidelity Investments June 2010 - March 2011
Herman Woodcrafting Inc. December 2007 - June 2009
Skills
Certified Financial..., Investments, Retirement Planning, Investment Strategies, Fixed Annuities, Variable Annuities, Fixed Income, Mutual Funds, Stocks, Relationship Management, Wrap Accounts, Series 7, Series 63, Banking, Asset Management, Estate Planning, Portfolio Management, Securities, Asset Allocation, Retirement, Wealth Management, Finance, Financial Services, Financial Planning
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
B.S.B.A, Management
Jessica Gotwalt Jessica Gotwalt's Fidelity Investments Experience January 2011 - Present
Job Director, Global Associate Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity January 2006 - January 2012
Fidelity Investments 2010 - 2010
Fidelity Investments January 2006 - October 2008
Mellon HR Solutions September 1997 - December 2005
Skills
Project Management, Talent Management, Program Design
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
University of Florida 1994 — 1997
BS, Public Relations
Fidelity Investments January 2011 - Present
Fidelity January 2006 - January 2012
Fidelity Investments 2010 - 2010
Fidelity Investments January 2006 - October 2008
Mellon HR Solutions September 1997 - December 2005
Skills
Project Management, Talent Management, Program Design
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
University of Florida 1994 — 1997
BS, Public Relations
Sarvesh Rishi Sarvesh Rishi's Fidelity Investments Experience July 2007 - February 2009
Job Sr. Business Analyst at Element Fleet Management
Industry Information Technology and Services
Experience
Element Fleet Management August 2014 - Present
PHH Arval June 2012 - July 2014
Morgan Stanley May 2011 - May 2012
Merrill Lynch March 2009 - April 2011
Fidelity Investments July 2007 - February 2009
Skills
Agile Methodologies, Agile Project Management, Agile Application..., Business Rules, Project Management, Project Planning, Agile & Waterfall..., Scrum, Sprint Planning, SDLC, Operational Risk, IT Strategy, Requirements Analysis, Functional Requirements, Requirements Gathering, Requirements..., Use Case, UML, JIRA, agile pro, Business Requirements, User Acceptance Testing, Visio, Business Analysis, Business Process, HP Quality Center, Testing, Test Planning, Analysis, Quality Assurance, Test Cases, Waterfall
Education
University of Hartford 2000 — 2003
MBA, Finance
Element Fleet Management August 2014 - Present
PHH Arval June 2012 - July 2014
Morgan Stanley May 2011 - May 2012
Merrill Lynch March 2009 - April 2011
Fidelity Investments July 2007 - February 2009
Skills
Agile Methodologies, Agile Project Management, Agile Application..., Business Rules, Project Management, Project Planning, Agile & Waterfall..., Scrum, Sprint Planning, SDLC, Operational Risk, IT Strategy, Requirements Analysis, Functional Requirements, Requirements Gathering, Requirements..., Use Case, UML, JIRA, agile pro, Business Requirements, User Acceptance Testing, Visio, Business Analysis, Business Process, HP Quality Center, Testing, Test Planning, Analysis, Quality Assurance, Test Cases, Waterfall
Education
University of Hartford 2000 — 2003
MBA, Finance
Phoebe Castillo Phoebe Castillo's Fidelity Investments Experience May 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments November 2014 - April 2015
Fidelity Investments May 2014 - October 2014
BB&T January 2013 - May 2014
Skills
Consultative Selling, Relationship Management, Microsoft Excel, Customer Service, Stock Trading, Mutual Funds, Series 7, Series 63
Education
University of Florida 2009 — 2012
Bachelor's Degree, Economics
Fidelity Investments May 2015 - Present
Fidelity Investments November 2014 - April 2015
Fidelity Investments May 2014 - October 2014
BB&T January 2013 - May 2014
Skills
Consultative Selling, Relationship Management, Microsoft Excel, Customer Service, Stock Trading, Mutual Funds, Series 7, Series 63
Education
University of Florida 2009 — 2012
Bachelor's Degree, Economics
Jordan Yates Jordan Yates's Fidelity Investments Experience 2005 - 2005
Job Consultant, Advisor Development Programs at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company April 2015 - Present
CI Investments Inc. February 2013 - Present
Franklin Templeton Investments April 2009 - February 2013
Franklin Templeton Investments January 2008 - March 2009
Fidelity Investments 2005 - 2005
Bank of Montreal 2004 - 2005
Skills
Instructional Design, Needs Analysis, Teaching, Employee Training, Analysis, Training, Program Facilitation, Staff Development, Customer Relations, Blended Learning, Microsoft Office, Program Management, MS Office Suite, Report Writing, Training & Development, Customer Service, Learning Management, Training Delivery, Employee Engagement, Call Centers, Business Development, E-Learning, Leadership Development, Learning Management..., Workshop Facilitation, Performance Management, Wealth Management, Consulting, Coaching
Education
University of Central Queensland 2007 — 2007
Graduate Diploma of Learning and Teaching, Education
University of Guelph 2001 — 2004
B.COMM, Marketing Management
Richview Collegiate Institute 1996 — 2001
CI Investments Inc. – Canada’s Investment Company April 2015 - Present
CI Investments Inc. February 2013 - Present
Franklin Templeton Investments April 2009 - February 2013
Franklin Templeton Investments January 2008 - March 2009
Fidelity Investments 2005 - 2005
Bank of Montreal 2004 - 2005
Skills
Instructional Design, Needs Analysis, Teaching, Employee Training, Analysis, Training, Program Facilitation, Staff Development, Customer Relations, Blended Learning, Microsoft Office, Program Management, MS Office Suite, Report Writing, Training & Development, Customer Service, Learning Management, Training Delivery, Employee Engagement, Call Centers, Business Development, E-Learning, Leadership Development, Learning Management..., Workshop Facilitation, Performance Management, Wealth Management, Consulting, Coaching
Education
University of Central Queensland 2007 — 2007
Graduate Diploma of Learning and Teaching, Education
University of Guelph 2001 — 2004
B.COMM, Marketing Management
Richview Collegiate Institute 1996 — 2001
Richard Doxtator, CFA Richard Doxtator, CFA's Fidelity Investments Experience November 2011 - March 2012
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Fidelity Investments November 2011 - March 2012
Office of Financial Regulation March 2009 - November 2011
Noor Investment Group January 2008 - March 2009
Skills
Series 7, Series 63, Securities, Financial Analysis, Analysis, Investments, Risk Management, Microsoft Excel, Government, Policy, Financial Reporting, Equities, Outlook, Series 66, Banking, Finance, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2005 — 2007
BS, Business Economics
Merrill Lynch March 2012 - Present
Fidelity Investments November 2011 - March 2012
Office of Financial Regulation March 2009 - November 2011
Noor Investment Group January 2008 - March 2009
Skills
Series 7, Series 63, Securities, Financial Analysis, Analysis, Investments, Risk Management, Microsoft Excel, Government, Policy, Financial Reporting, Equities, Outlook, Series 66, Banking, Finance, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2005 — 2007
BS, Business Economics
Byron Gregg's Fidelity Investments Experience 2012 - Present
Job VP, Quality Strategy at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments 2012 - Present
Teradata 2009 - 2012
NetApp 2005 - 2009
VeriSign 2002 - 2005
AVIX Technologies 2001 - 2002
Skills
Agile, Automation, Enterprise Software, Web Applications, QA Automation, Quality Assurance, Test Automation, Software Development..., Full SDLC, Testing Tools, Agile Methodologies, Software Project..., PMP, Project Management, Risk Management, Agile Project Management, Storage, Perl, Leadership, Software Development, Scrum, Testing, Program Management, Strategy, CRM, Software Quality..., Integration, Project Planning, Management, Linux, Quality Center, SQL, Software Engineering, SDLC, Enterprise Architecture, Requirements Analysis, Unix, Change Management, Databases, Java, Oracle, System Testing, Cloud Computing, SOA, Solaris, Product Development, Test Planning, Operations Management, Start-ups, Release Management
Education
University of Florida
BS, Electrical Engineering
University of Tampa - John H. Sykes College of Business
MBA, Finance
Fidelity Investments 2012 - Present
Teradata 2009 - 2012
NetApp 2005 - 2009
VeriSign 2002 - 2005
AVIX Technologies 2001 - 2002
Skills
Agile, Automation, Enterprise Software, Web Applications, QA Automation, Quality Assurance, Test Automation, Software Development..., Full SDLC, Testing Tools, Agile Methodologies, Software Project..., PMP, Project Management, Risk Management, Agile Project Management, Storage, Perl, Leadership, Software Development, Scrum, Testing, Program Management, Strategy, CRM, Software Quality..., Integration, Project Planning, Management, Linux, Quality Center, SQL, Software Engineering, SDLC, Enterprise Architecture, Requirements Analysis, Unix, Change Management, Databases, Java, Oracle, System Testing, Cloud Computing, SOA, Solaris, Product Development, Test Planning, Operations Management, Start-ups, Release Management
Education
University of Florida
BS, Electrical Engineering
University of Tampa - John H. Sykes College of Business
MBA, Finance
Douglas Howie Douglas Howie's Fidelity Investments Experience May 2012 - July 2013
Job Trader at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners LLC July 2014 - Present
John Hancock Financial Services August 2013 - June 2014
Fidelity Investments May 2012 - July 2013
Pulse Trading May 2009 - May 2011
Skills
Series 7, Series 55, Series 63, Equities, Capital Markets
Education
University of Georgia - Terry College of Business 2007 — 2011
B.B.A., Banking and Finance
Leerink Partners LLC July 2014 - Present
John Hancock Financial Services August 2013 - June 2014
Fidelity Investments May 2012 - July 2013
Pulse Trading May 2009 - May 2011
Skills
Series 7, Series 55, Series 63, Equities, Capital Markets
Education
University of Georgia - Terry College of Business 2007 — 2011
B.B.A., Banking and Finance
Jared Coldiron's Fidelity Investments Experience May 2014 - August 2014
Job Representative at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price August 2015 - Present
Mark Bostick Golf Course at the University of Florida June 2012 - March 2015
Fidelity Investments May 2014 - August 2014
Skills
Microsoft Office, Event Planning, Social Networking, Team Leadership, Data Analysis, Typing, Work Ethic, Microsoft Excel, Communication, Customer Service, Time Management
Education
University of Florida 2011 — 2015
Bachelor of Science (B.S.), Finance, General
T. Rowe Price August 2015 - Present
Mark Bostick Golf Course at the University of Florida June 2012 - March 2015
Fidelity Investments May 2014 - August 2014
Skills
Microsoft Office, Event Planning, Social Networking, Team Leadership, Data Analysis, Typing, Work Ethic, Microsoft Excel, Communication, Customer Service, Time Management
Education
University of Florida 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Andrew Rotz Andrew Rotz's Fidelity Investments Experience July 2012 - Present
Job Investor Center Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
US Navy Reserve February 2014 - Present
US Navy Reserves September 2012 - January 2014
US Navy 2011 - 2012
Here to Help U Inc. December 2007 - December 2010
Skills
Security Clearance, Risk Management, Hold Series 7, Series 63, Client Education, Retirement Income..., Retirement Planning, Team Leadership, Process Improvement, Customer Service, Program Management, Microsoft Office, Navy, Financial Planning, Active TS/SCI Clearance, Management, Teamwork, Training, Information Assurance, DoD, Aviation, Leadership, Personnel Management, Military Logistics, Software Development, Software Documentation, COBOL, SQL, Disaster Recovery, Logistics, Military, Logistics Planning, Finance, Counterterrorism, Public Speaking, Leadership Development, Strategic Planning, Intelligence Analysis, National Security, Craft Beer
Education
University of Florida 2007 — 2011
Bachelors of Arts, History, Military Science, 3.2/4.0
Primary Flight School 2011 — 2012
Introductory Flight School Training at Skywarrior Inc 2011 — 2011
Tallwood High School 2003 — 2007
Fidelity Investments July 2012 - Present
US Navy Reserve February 2014 - Present
US Navy Reserves September 2012 - January 2014
US Navy 2011 - 2012
Here to Help U Inc. December 2007 - December 2010
Skills
Security Clearance, Risk Management, Hold Series 7, Series 63, Client Education, Retirement Income..., Retirement Planning, Team Leadership, Process Improvement, Customer Service, Program Management, Microsoft Office, Navy, Financial Planning, Active TS/SCI Clearance, Management, Teamwork, Training, Information Assurance, DoD, Aviation, Leadership, Personnel Management, Military Logistics, Software Development, Software Documentation, COBOL, SQL, Disaster Recovery, Logistics, Military, Logistics Planning, Finance, Counterterrorism, Public Speaking, Leadership Development, Strategic Planning, Intelligence Analysis, National Security, Craft Beer
Education
University of Florida 2007 — 2011
Bachelors of Arts, History, Military Science, 3.2/4.0
Primary Flight School 2011 — 2012
Introductory Flight School Training at Skywarrior Inc 2011 — 2011
Tallwood High School 2003 — 2007
Robert Polidan Robert Polidan's Fidelity Investments Experience November 2014 - Present
Job Investment Solutions Representative
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments February 2014 - October 2014
Walt Disney World May 2013 - October 2013
Enduris Inc May 2011 - August 2011
Enduris Inc May 2008 - June 2010
Education
University of Florida 2010 — 2013
Bachelor of Music, Music in Combination with Business
Fidelity Investments November 2014 - Present
Fidelity Investments February 2014 - October 2014
Walt Disney World May 2013 - October 2013
Enduris Inc May 2011 - August 2011
Enduris Inc May 2008 - June 2010
Education
University of Florida 2010 — 2013
Bachelor of Music, Music in Combination with Business
Brandon Bulliard Brandon Bulliard's Fidelity Investments Experience June 2008 - January 2011
Job Commercial real estate agent and entrepreneur.
Industry Commercial Real Estate
Experience
Edenborn Partners --Metairie Centre & Severn Place January 2012 - Present
Gulfstream Commercial Realty 2012 - Present
New Orleans Gator Club 2012 - Present
Fidelity Investments June 2008 - January 2011
Education
University of Florida - Warrington College Of Business 2002 — 2006
Master of Science
University of Florida 2002 — 2006
Bachelors
Edenborn Partners --Metairie Centre & Severn Place January 2012 - Present
Gulfstream Commercial Realty 2012 - Present
New Orleans Gator Club 2012 - Present
Fidelity Investments June 2008 - January 2011
Education
University of Florida - Warrington College Of Business 2002 — 2006
Master of Science
University of Florida 2002 — 2006
Bachelors
Eric Moreira's Fidelity Investments Experience June 2010 - January 2013
Job Registered Sales Assistant at Essex Financial Services, Inc.
Industry Financial Services
Experience
Essex Financial Services September 2013 - Present
Sovereign Santander April 2013 - September 2013
Moreira Events January 2006 - June 2013
Fidelity Investments June 2010 - January 2013
Fidelity Investments October 2008 - May 2010
University of Hartford January 2005 - May 2008
Fidelity Investments April 2007 - September 2007
NBC Universal April 2006 - September 2006
Skills
Marketing Communications, Investments, Event Planning, Series 7, Series 63, Trading, Investment Brokerage, Mutual Funds, Asset Allocation
Education
University of Hartford 2004 — 2008
Bachelor of Arts, Communication; Media, Advertising, and Journalism
University of Hartford 2004 — 2008
Bachelor of Arts (BA), Communications/Marketing
Essex Financial Services September 2013 - Present
Sovereign Santander April 2013 - September 2013
Moreira Events January 2006 - June 2013
Fidelity Investments June 2010 - January 2013
Fidelity Investments October 2008 - May 2010
University of Hartford January 2005 - May 2008
Fidelity Investments April 2007 - September 2007
NBC Universal April 2006 - September 2006
Skills
Marketing Communications, Investments, Event Planning, Series 7, Series 63, Trading, Investment Brokerage, Mutual Funds, Asset Allocation
Education
University of Hartford 2004 — 2008
Bachelor of Arts, Communication; Media, Advertising, and Journalism
University of Hartford 2004 — 2008
Bachelor of Arts (BA), Communications/Marketing
Dustin McArthur Dustin McArthur's Fidelity Investments Experience May 2015 - Present
Job Personal Financial Planning & Investment Advice
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
SunTrust Bank 2006 - 2013
Ameriprise Financial Services, Inc. August 2004 - August 2006
American Express August 2000 - August 2004
Education
University of Georgia - Terry College of Business
Bachelorâs Degree, Finance
University of Georgia - Terry College of Business
Executive Program for CFP
Fidelity Investments May 2015 - Present
SunTrust Bank 2006 - 2013
Ameriprise Financial Services, Inc. August 2004 - August 2006
American Express August 2000 - August 2004
Education
University of Georgia - Terry College of Business
Bachelorâs Degree, Finance
University of Georgia - Terry College of Business
Executive Program for CFP
Colleen Horan Colleen Horan's Fidelity Investments Experience October 2011 - October 2014
Job Field Recruitment Consultant at Carter BloodCare
Industry Hospital & Health Care
Experience
Carter BloodCare October 2014 - Present
Fidelity Investments October 2011 - October 2014
Fort Worth Star-Telegram January 2005 - January 2008
Mayo Clinic January 1991 - January 1993
Piper Aircraft August 1988 - December 1990
Skills
Customer Service, Project Management, Corporate Communications, Public Relations, Media Relations, Deadline Oriented, Making Deadlines, Close Attention to..., Desktop Publishing, Microsoft Office
Education
University of Florida
Bachelor of Science (B.S.), Public Relations
Carter BloodCare October 2014 - Present
Fidelity Investments October 2011 - October 2014
Fort Worth Star-Telegram January 2005 - January 2008
Mayo Clinic January 1991 - January 1993
Piper Aircraft August 1988 - December 1990
Skills
Customer Service, Project Management, Corporate Communications, Public Relations, Media Relations, Deadline Oriented, Making Deadlines, Close Attention to..., Desktop Publishing, Microsoft Office
Education
University of Florida
Bachelor of Science (B.S.), Public Relations
Andrew Ackerman Andrew Ackerman's Fidelity Investments Experience 2007 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Skills
Financial Services, Relationship Management, Series 7, Account Management, Mutual Funds, Sales, Series 63, Investments, Insurance, Cold Calling, Series 6, Salesforce.com, 401k, Retirement, Retirement Planning, Employee Benefits, Budgets, Leadership, Customer Service, Marketing, Team Building, Event Planning, Strategic Planning, Marketing Strategy, Microsoft Excel, Sales Management, Social Media Marketing
Education
South Plantation High School
University of Florida
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Fidelity Investments 2007 - Present
Skills
Financial Services, Relationship Management, Series 7, Account Management, Mutual Funds, Sales, Series 63, Investments, Insurance, Cold Calling, Series 6, Salesforce.com, 401k, Retirement, Retirement Planning, Employee Benefits, Budgets, Leadership, Customer Service, Marketing, Team Building, Event Planning, Strategic Planning, Marketing Strategy, Microsoft Excel, Sales Management, Social Media Marketing
Education
South Plantation High School
University of Florida
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Zachary Crow Zachary Crow's Fidelity Investments Experience February 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
AIG September 2013 - January 2015
University of Georgia August 2012 - July 2013
University of Georgia August 2009 - May 2013
UGA Department of Academic Enhancement January 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, Analysis, Teamwork
Education
University of Georgia - Terry College of Business 2009 — 2013
Risk Management & Insurance, Risk Management & Insurance
Fidelity Investments February 2015 - Present
AIG September 2013 - January 2015
University of Georgia August 2012 - July 2013
University of Georgia August 2009 - May 2013
UGA Department of Academic Enhancement January 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, Analysis, Teamwork
Education
University of Georgia - Terry College of Business 2009 — 2013
Risk Management & Insurance, Risk Management & Insurance
Gail Karlstad Gail Karlstad's Fidelity Investments Experience June 2007 - June 2012
Job Manager, Retirement Benefits at MAPFRE Insurance
Industry Financial Services
Experience
MAPFRE Insurance February 2013 - Present
Mercer September 2012 - February 2013
Fidelity Investments June 2007 - June 2012
Fidelity Investments October 2001 - June 2007
Independent Contractor January 2001 - July 2001
PFPC April 1999 - July 2000
Skills
Defined Contribution, Defined Benefit, Pension Administration, 401k, Profit Sharing, Pensions, Retirement, ERISA, Retirement Planning, Employee Benefits, Executive Pay
Education
University of Hartford 1980 — 1983
Bachelor of Arts (BA), Liberal Arts
MAPFRE Insurance February 2013 - Present
Mercer September 2012 - February 2013
Fidelity Investments June 2007 - June 2012
Fidelity Investments October 2001 - June 2007
Independent Contractor January 2001 - July 2001
PFPC April 1999 - July 2000
Skills
Defined Contribution, Defined Benefit, Pension Administration, 401k, Profit Sharing, Pensions, Retirement, ERISA, Retirement Planning, Employee Benefits, Executive Pay
Education
University of Hartford 1980 — 1983
Bachelor of Arts (BA), Liberal Arts
Sibonee Latty Sibonee Latty's Fidelity Investments Experience July 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Sherwin Williams April 2013 - July 2014
Sherwin Williams January 2013 - April 2013
The Black Sheep June 2012 - January 2013
The University Apartments 2010 - 2012
Pi Sigma Epsilon Professional Business Fraternity September 2011 - November 2011
Cornerstone Medical Accounting Department June 2010 - August 2010
Skills
Social Media, Facebook, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Media Marketing, Social Networking, Event Management, Microsoft Excel, Marketing, Advertising, Marketing Research, Time Management, Public Relations, Teamwork, Project Planning, Management, Sales
Education
University of Georgia - Terry College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Marketing
Valdosta State University, Langdale College of Business 2008 — 2010
Associate's degree, Business Administration and Management, General
Fidelity Investments July 2014 - Present
Sherwin Williams April 2013 - July 2014
Sherwin Williams January 2013 - April 2013
The Black Sheep June 2012 - January 2013
The University Apartments 2010 - 2012
Pi Sigma Epsilon Professional Business Fraternity September 2011 - November 2011
Cornerstone Medical Accounting Department June 2010 - August 2010
Skills
Social Media, Facebook, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Media Marketing, Social Networking, Event Management, Microsoft Excel, Marketing, Advertising, Marketing Research, Time Management, Public Relations, Teamwork, Project Planning, Management, Sales
Education
University of Georgia - Terry College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Marketing
Valdosta State University, Langdale College of Business 2008 — 2010
Associate's degree, Business Administration and Management, General
Douglas Gladwin Douglas Gladwin's Fidelity Investments Experience August 2000 - September 2009
Job Project specialist and client services professional
Industry Financial Services
Experience
RBC Investor Services August 2010 - March 2013
Fidelity Investments August 2000 - September 2009
Fidelity Investments September 1998 - August 2000
Fidelity Investments January 1998 - August 1998
Bank of Montreal March 1997 - December 1997
Bank of Montreal 1994 - 1997
Skills
Retirement, Mutual Funds, Software Documentation, Pensions, Analysis, Business Requirements, Coaching, Customer Service, Financial Services, Integration, Investments, Project Management, Project Planning, Securities, Training, Management
Education
University of Guelph
Animal Science
RBC Investor Services August 2010 - March 2013
Fidelity Investments August 2000 - September 2009
Fidelity Investments September 1998 - August 2000
Fidelity Investments January 1998 - August 1998
Bank of Montreal March 1997 - December 1997
Bank of Montreal 1994 - 1997
Skills
Retirement, Mutual Funds, Software Documentation, Pensions, Analysis, Business Requirements, Coaching, Customer Service, Financial Services, Integration, Investments, Project Management, Project Planning, Securities, Training, Management
Education
University of Guelph
Animal Science
James Sulin James Sulin's Fidelity Investments Experience 2006 - 2012
Job Information Technology Leader
Industry Information Technology and Services
Experience
Fidelity Investments 2006 - 2012
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
IBM - Lotus Consulting 1997 - 1998
Health Management Inc. 1994 - 1997
Skills
Disaster Recovery, Oracle, Outsourcing, SDLC, Data Center, Virtualization, IT Strategy, Unix, Leadership, ERP, Business Continuity, Infrastructure, Performance Tuning, Testing, CRM, Storage Area Networks, AIX, SQL, Enterprise Architecture, Kaizen, Networking, Sun, Java, Acquisition Integration, Communication, Cost Management, Client Focus, Strategic Partnerships, Influential Communicator, Six Sigma, IT Transformation, Lean Transformation, Leading Change, Information Security..., SAS70, IT Audit, Foundation Certificate..., Standards Development, Third Party Vendor..., Storage Management, LAN-WAN, Business Process..., Process Optimization, Operational Efficiency, Linux, Windows, Rolling Forecasts, IBM AIX, Vendor Management, Process Improvement
Education
University of Hartford
BS, Computer Engineering
Fidelity Investments 2006 - 2012
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
IBM - Lotus Consulting 1997 - 1998
Health Management Inc. 1994 - 1997
Skills
Disaster Recovery, Oracle, Outsourcing, SDLC, Data Center, Virtualization, IT Strategy, Unix, Leadership, ERP, Business Continuity, Infrastructure, Performance Tuning, Testing, CRM, Storage Area Networks, AIX, SQL, Enterprise Architecture, Kaizen, Networking, Sun, Java, Acquisition Integration, Communication, Cost Management, Client Focus, Strategic Partnerships, Influential Communicator, Six Sigma, IT Transformation, Lean Transformation, Leading Change, Information Security..., SAS70, IT Audit, Foundation Certificate..., Standards Development, Third Party Vendor..., Storage Management, LAN-WAN, Business Process..., Process Optimization, Operational Efficiency, Linux, Windows, Rolling Forecasts, IBM AIX, Vendor Management, Process Improvement
Education
University of Hartford
BS, Computer Engineering
Geoffrey L. Gunnerson Geoffrey L. Gunnerson's Fidelity Investments Experience January 2000 - August 2004
Job Tax Attorney at Snell & Wilmer
Industry Law Practice
Experience
Snell & Wilmer March 2011 - Present
United States Tax Court June 2008 - March 2011
University of Wyoming College of Law May 2006 - May 2007
Fidelity Investments January 2000 - August 2004
Skills
Tax Law, Legal Advice, Corporate Tax, Partnership Taxation, Charity Governance, Tax-exempt, State Tax, Non-profit Consulting, Estate Planning, Legal Writing, Legal Research, Tax, Corporate Law, Trusts, International Tax, Income Tax, Litigation
Education
University of Florida - Fredric G. Levin College of Law 2007 — 2008
Master of Laws (LL.M.), Taxation
University of Wyoming College of Law 2004 — 2007
Juris Doctor, Law
Westminster College 2001 — 2004
Bachelor of Science, Business
Granite High School
Snell & Wilmer March 2011 - Present
United States Tax Court June 2008 - March 2011
University of Wyoming College of Law May 2006 - May 2007
Fidelity Investments January 2000 - August 2004
Skills
Tax Law, Legal Advice, Corporate Tax, Partnership Taxation, Charity Governance, Tax-exempt, State Tax, Non-profit Consulting, Estate Planning, Legal Writing, Legal Research, Tax, Corporate Law, Trusts, International Tax, Income Tax, Litigation
Education
University of Florida - Fredric G. Levin College of Law 2007 — 2008
Master of Laws (LL.M.), Taxation
University of Wyoming College of Law 2004 — 2007
Juris Doctor, Law
Westminster College 2001 — 2004
Bachelor of Science, Business
Granite High School
Anthony Guadagnino Anthony Guadagnino's Fidelity Investments Experience July 2013 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Northwestern Mutual May 2007 - June 2013
Skills
Insurance, Investments, Securities, Financial Analysis, Microsoft Office, Strategic Financial..., Retirement Planning, Disability Insurance, Finance, Wealth Management, Retirement, Portfolio Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelor, Finance
Fidelity Investments July 2013 - Present
Northwestern Mutual May 2007 - June 2013
Skills
Insurance, Investments, Securities, Financial Analysis, Microsoft Office, Strategic Financial..., Retirement Planning, Disability Insurance, Finance, Wealth Management, Retirement, Portfolio Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelor, Finance
Kara Skarda Kara Skarda's Fidelity Investments Experience October 2013 - Present
Job Proposal Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments October 2011 - October 2013
Fiduciary Investment Advisors, LLC October 2010 - May 2011
Artistic Tile June 2010 - July 2010
Education
University of Hartford 2007 — 2011
Bachelor of Science (B.S.), Marketing
Fidelity Investments October 2013 - Present
Fidelity Investments October 2011 - October 2013
Fiduciary Investment Advisors, LLC October 2010 - May 2011
Artistic Tile June 2010 - July 2010
Education
University of Hartford 2007 — 2011
Bachelor of Science (B.S.), Marketing
Paul Williams II Paul Williams II's Fidelity Investments Experience January 2011 - July 2014
Job Analyst at Deutsche Bank CB&S
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Fidelity Investments January 2011 - July 2014
Skills
Securities Trading, Outlook, Financial Analysis, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Accounting, Consultative Selling..., Data Analysis, Analysis, Equities, Financial Planning, Finance, Investments, Mutual Funds, Portfolio Management, Series 63, Securities, Series 7
Education
University of Florida
Bachelor of Science in Business Administration, Finance, 3.49
Deutsche Bank July 2014 - Present
Fidelity Investments January 2011 - July 2014
Skills
Securities Trading, Outlook, Financial Analysis, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Accounting, Consultative Selling..., Data Analysis, Analysis, Equities, Financial Planning, Finance, Investments, Mutual Funds, Portfolio Management, Series 63, Securities, Series 7
Education
University of Florida
Bachelor of Science in Business Administration, Finance, 3.49
Amanda (Piotrowski) Mulhearn's Fidelity Investments Experience May 2007 - August 2008
Job Skunkworks Project Manager at Davis Bews Design Group
Industry Architecture & Planning
Experience
Davis Bews Design Group August 2013 - Present
Pragmatic Works July 2013 - July 2013
Florida Department of Education August 2008 - June 2013
Fidelity Investments May 2007 - August 2008
FDIC February 2006 - May 2007
Compass Bank April 2004 - December 2005
Skills
Finance, Banking, Auditing, Recruiting, Human Resources, Microsoft Office, Customer Service, Budgets, Investments, Teaching, Account Reconciliation, Customer Satisfaction, English, Fraud, Equities, Lesson Planning, Public Speaking, Trading, Staff Development, Curriculum Design
Education
University of Florida 2002 — 2005
BSBA/BA, Business Economics, English
University of Florida
Bachelor's degree in English and Business Economics, Economics & English Language and Literature/Letters
Davis Bews Design Group August 2013 - Present
Pragmatic Works July 2013 - July 2013
Florida Department of Education August 2008 - June 2013
Fidelity Investments May 2007 - August 2008
FDIC February 2006 - May 2007
Compass Bank April 2004 - December 2005
Skills
Finance, Banking, Auditing, Recruiting, Human Resources, Microsoft Office, Customer Service, Budgets, Investments, Teaching, Account Reconciliation, Customer Satisfaction, English, Fraud, Equities, Lesson Planning, Public Speaking, Trading, Staff Development, Curriculum Design
Education
University of Florida 2002 — 2005
BSBA/BA, Business Economics, English
University of Florida
Bachelor's degree in English and Business Economics, Economics & English Language and Literature/Letters
Glenn Rivard's Fidelity Investments Experience October 2007 - March 2008
Job Software Engineer / Team Lead at AIR Worldwide
Industry Computer Software
Experience
AIR Worldwide October 2008 - Present
Machine Vision Consulting March 2008 - September 2008
Fidelity Investments October 2007 - March 2008
Information Resources Inc. March 2007 - October 2007
Quadrant Software May 2000 - March 2007
Compuware May 1999 - May 2000
Cognex Corporation January 1993 - May 1999
Optical Radiation Corporation January 1989 - January 1993
Visionetics Corporation (subsidiary of Optical Radiation Corp.) January 1987 - January 1989
Targa Systems Corporation June 1984 - January 1987
Education
University of Hartford 1980 — 1984
BS
AIR Worldwide October 2008 - Present
Machine Vision Consulting March 2008 - September 2008
Fidelity Investments October 2007 - March 2008
Information Resources Inc. March 2007 - October 2007
Quadrant Software May 2000 - March 2007
Compuware May 1999 - May 2000
Cognex Corporation January 1993 - May 1999
Optical Radiation Corporation January 1989 - January 1993
Visionetics Corporation (subsidiary of Optical Radiation Corp.) January 1987 - January 1989
Targa Systems Corporation June 1984 - January 1987
Education
University of Hartford 1980 — 1984
BS
Amanda McCullough's Fidelity Investments Experience 2002 - 2005
Job HR Director specializing in Benefits, Mobility, HR Shared Services, and HRIS
Industry Human Resources
Experience
AMD October 2013 - Present
AMD May 2009 - August 2012
Lenovo May 2005 - May 2009
Fidelity Investments 2002 - 2005
IBM 2000 - 2002
IBM 1999 - 2000
Skills
Employee Benefits, Human Resources, Vendor Management, Personnel Management, Program Management, Deferred Compensation, HRIS, HR Transformation, Employee Relations, Talent Acquisition, Benefits Administration, HR Policies, Compensation & Benefit
Education
University of Illinois at Urbana-Champaign 1995 — 1996
M.A., Human Resources
University of Florida 1991 — 1995
BS, Psychology
AMD October 2013 - Present
AMD May 2009 - August 2012
Lenovo May 2005 - May 2009
Fidelity Investments 2002 - 2005
IBM 2000 - 2002
IBM 1999 - 2000
Skills
Employee Benefits, Human Resources, Vendor Management, Personnel Management, Program Management, Deferred Compensation, HRIS, HR Transformation, Employee Relations, Talent Acquisition, Benefits Administration, HR Policies, Compensation & Benefit
Education
University of Illinois at Urbana-Champaign 1995 — 1996
M.A., Human Resources
University of Florida 1991 — 1995
BS, Psychology
West Ludwig's Fidelity Investments Experience February 2009 - Present
Job EVP Human Resources at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2009 - Present
Fidelity Investments August 2008 - February 2009
Dell Inc. 2000 - 2008
Dell Asia Pte Ltd 2003 - 2005
Towers Perrin February 1992 - January 2000
Hewitt Associates January 1992 - January 1993
Skills
Workforce Planning, HRIS, Human Resources, Deferred Compensation, Employee Relations, Employee Benefits, Talent Management, HR Transformation, Change Management, Succession Planning, Talent Acquisition, Personnel Management, Recruiting, Training, Applicant Tracking..., Temporary Placement, HR Consulting, Acquisition Integration, Interviews, Sourcing, Team Building, Management, Compensation & Benefits
Education
University of Florida 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments February 2009 - Present
Fidelity Investments August 2008 - February 2009
Dell Inc. 2000 - 2008
Dell Asia Pte Ltd 2003 - 2005
Towers Perrin February 1992 - January 2000
Hewitt Associates January 1992 - January 1993
Skills
Workforce Planning, HRIS, Human Resources, Deferred Compensation, Employee Relations, Employee Benefits, Talent Management, HR Transformation, Change Management, Succession Planning, Talent Acquisition, Personnel Management, Recruiting, Training, Applicant Tracking..., Temporary Placement, HR Consulting, Acquisition Integration, Interviews, Sourcing, Team Building, Management, Compensation & Benefits
Education
University of Florida 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Wayne Torman's Fidelity Investments Experience August 2001 - December 2007
Job Director of Outsourcing Program Execution at Invensys
Industry Industrial Automation
Experience
Invensys June 2009 - Present
Invensys March 2008 - June 2009
Fidelity Investments August 2001 - December 2007
StarNex, Inc. 2000 - 2001
CIT November 1998 - April 2000
Microsoft, Inc. 1992 - 1997
Salomon Brothers 1988 - 1992
Education
University of Florida 1979 — 1981
Invensys June 2009 - Present
Invensys March 2008 - June 2009
Fidelity Investments August 2001 - December 2007
StarNex, Inc. 2000 - 2001
CIT November 1998 - April 2000
Microsoft, Inc. 1992 - 1997
Salomon Brothers 1988 - 1992
Education
University of Florida 1979 — 1981
Vicki Lamo's Fidelity Investments Experience 1997 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investements 1997 - Present
Fidelity Investments 1997 - Present
Education
University of Hartford
Fidelity Investements 1997 - Present
Fidelity Investments 1997 - Present
Education
University of Hartford
Andre Ramon Rickman's Fidelity Investments Experience January 2015 - July 2015
Job Compliance Surveillance Analyst at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments October 2014 - January 2015
Fidelity Investments April 2014 - October 2014
Department of Public Advocacy (Kentucky Innocence Project) August 2012 - May 2013
University of Kentucky College of Law Legal Clinic August 2012 - December 2012
20th Judicial Circuit , Fort Myers, FL May 2012 - August 2012
Fayette County Circuit Court January 2012 - May 2012
Commonwealth of Kentucky May 2011 - August 2011
Walgreens January 2008 - August 2010
Education
University of Kentucky 2010 — 2013
Doctor of Law (JD), Law
University of Florida 2003 — 2007
Bachelor of Science (BS), Journalism
Touchstone Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments October 2014 - January 2015
Fidelity Investments April 2014 - October 2014
Department of Public Advocacy (Kentucky Innocence Project) August 2012 - May 2013
University of Kentucky College of Law Legal Clinic August 2012 - December 2012
20th Judicial Circuit , Fort Myers, FL May 2012 - August 2012
Fayette County Circuit Court January 2012 - May 2012
Commonwealth of Kentucky May 2011 - August 2011
Walgreens January 2008 - August 2010
Education
University of Kentucky 2010 — 2013
Doctor of Law (JD), Law
University of Florida 2003 — 2007
Bachelor of Science (BS), Journalism
Sumeet Maru's Fidelity Investments Experience May 2006 - August 2006
Job Software Development Engineer at Amazon Web Services
Industry Computer Software
Experience
Amazon Web Services March 2015 - Present
Thomson Reuters June 2014 - February 2015
Bloomberg LP October 2011 - May 2014
Bloomberg LP April 2009 - September 2011
Bloomberg LP February 2007 - March 2009
Fidelity Investments May 2006 - August 2006
Skills
Distributed Systems, C++, C, Unix, Java, Multithreading, Multiprocessing, High Transaction Rate..., Distributed Caching, Project Management, Scalability, Relational Databases, Software Development, C/C++ STL, Autonomy IDOL, .NET, C#, SDLC, SQL, Agile Methodologies, Databases, Web Services
Education
University of Florida 2005 — 2006
Master of Science (M.S.), Computer Engineering
University of Mumbai 2001 — 2005
Bachelor of Engineering (BE), Computer Engineering
Amazon Web Services March 2015 - Present
Thomson Reuters June 2014 - February 2015
Bloomberg LP October 2011 - May 2014
Bloomberg LP April 2009 - September 2011
Bloomberg LP February 2007 - March 2009
Fidelity Investments May 2006 - August 2006
Skills
Distributed Systems, C++, C, Unix, Java, Multithreading, Multiprocessing, High Transaction Rate..., Distributed Caching, Project Management, Scalability, Relational Databases, Software Development, C/C++ STL, Autonomy IDOL, .NET, C#, SDLC, SQL, Agile Methodologies, Databases, Web Services
Education
University of Florida 2005 — 2006
Master of Science (M.S.), Computer Engineering
University of Mumbai 2001 — 2005
Bachelor of Engineering (BE), Computer Engineering
Scott H Howe, CAIA's Fidelity Investments Experience July 1993 - November 1994
Job Vice President, Director Client Relations
Industry Financial Services
Experience
AllianceBernstein January 2007 - Present
AllianceBernstein August 2003 - December 2006
Bernstein Investment Research and Management August 2000 - July 2003
Bernstein Investment Research and Management April 1996 - July 2000
Cantor Fitzgerald June 1995 - April 1996
Principal Financial Group December 1994 - May 1995
Fidelity Investments July 1993 - November 1994
Skills
Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Portfolio Management, Series 63
Education
University of Florida 1988 — 1993
Bachelor of Science (BS), Economics
Niceville High School 1985 — 1988
AllianceBernstein January 2007 - Present
AllianceBernstein August 2003 - December 2006
Bernstein Investment Research and Management August 2000 - July 2003
Bernstein Investment Research and Management April 1996 - July 2000
Cantor Fitzgerald June 1995 - April 1996
Principal Financial Group December 1994 - May 1995
Fidelity Investments July 1993 - November 1994
Skills
Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Portfolio Management, Series 63
Education
University of Florida 1988 — 1993
Bachelor of Science (BS), Economics
Niceville High School 1985 — 1988
Kevin Garvey, CFP®, RFC's Fidelity Investments Experience March 2008 - January 2012
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2012 - Present
Fidelity Investments March 2008 - January 2012
American Express January 2007 - February 2008
Skills
Retirement Planning, Education Planning, Estate Planning, Insurance Planning, Wealth Accumulation, Transitioning Into..., Retirement Income..., Finance, Retirement, Financial Planners, Wealth Management
Education
University of Florida 2002 — 2004
Bachelor of Science (B.S.), Psychology
Marjory Stoneman Douglas 1995 — 1999
Diploma
Edelman Financial Services January 2012 - Present
Fidelity Investments March 2008 - January 2012
American Express January 2007 - February 2008
Skills
Retirement Planning, Education Planning, Estate Planning, Insurance Planning, Wealth Accumulation, Transitioning Into..., Retirement Income..., Finance, Retirement, Financial Planners, Wealth Management
Education
University of Florida 2002 — 2004
Bachelor of Science (B.S.), Psychology
Marjory Stoneman Douglas 1995 — 1999
Diploma
Bruce Ireland's Fidelity Investments Experience January 2009 - Present
Job at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2009 - Present
Analysts International August 2007 - December 2008
Sony Ericsson Mobile Communications August 2007 - December 2008
Sony Ericsson August 2007 - December 2008
Motorola Mobile Devices December 1998 - July 2007
motorola 1998 - 2007
Computer Science and Applications 1985 - 1998
Skills
ClearQuest, Software Configuration..., Configuration Management, ClearCase, Integration, Software Development, Testing, Unix, Perl, Software Engineering, Agile Methodologies, Software Project..., Embedded Software
Education
University of West Florida 1988 — 1991
Master of Science (MS), Computer Software Engineering
University of Florida 1981 — 1985
BS, Computer and Information Sciences and Support Services, Electrical Engineering
Fidelity Investments January 2009 - Present
Analysts International August 2007 - December 2008
Sony Ericsson Mobile Communications August 2007 - December 2008
Sony Ericsson August 2007 - December 2008
Motorola Mobile Devices December 1998 - July 2007
motorola 1998 - 2007
Computer Science and Applications 1985 - 1998
Skills
ClearQuest, Software Configuration..., Configuration Management, ClearCase, Integration, Software Development, Testing, Unix, Perl, Software Engineering, Agile Methodologies, Software Project..., Embedded Software
Education
University of West Florida 1988 — 1991
Master of Science (MS), Computer Software Engineering
University of Florida 1981 — 1985
BS, Computer and Information Sciences and Support Services, Electrical Engineering
Monte Kinard's Fidelity Investments Experience November 2006 - May 2007
Job Financial Services Industry
Industry Financial Services
Experience
Mercantile Bank September 2008 - February 2010
Capital City Bank Group, Inc. June 2007 - May 2008
Fidelity Investments November 2006 - May 2007
Allen Connelly and Kinard Appraisals, Inc. July 2004 - October 2006
Bank of America March 1994 - June 2004
Education
University of Florida
BS, Business Administration
Mercantile Bank September 2008 - February 2010
Capital City Bank Group, Inc. June 2007 - May 2008
Fidelity Investments November 2006 - May 2007
Allen Connelly and Kinard Appraisals, Inc. July 2004 - October 2006
Bank of America March 1994 - June 2004
Education
University of Florida
BS, Business Administration
Nathan Loader's Fidelity Investments Experience July 2010 - Present
Job Director, Fund Accounting at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments February 2007 - July 2010
Fidelity Investments November 2005 - February 2007
State Street February 2000 - November 2005
Education
University of Florida 1995 — 1999
BS, Finance
Fidelity Investments July 2010 - Present
Fidelity Investments February 2007 - July 2010
Fidelity Investments November 2005 - February 2007
State Street February 2000 - November 2005
Education
University of Florida 1995 — 1999
BS, Finance
Jill Hamlin's Fidelity Investments Experience June 2012 - Present
Job Proposal Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments September 2010 - June 2012
Davaco Inc. May 2007 - September 2010
ADVO December 1987 - July 2002
Skills
Promotions, Advertising, Marketing Strategy, Direct Marketing, Direct Mail, Strategic Planning, Client Management, Client Interfacing, New Business Development, Proposal Writing, Lead Generation, Marketing Communications, Strategy, CRM, Sales, Email Marketing, Marketing, Leadership, Management
Education
University of Florida 1983 — 1987
Bachelor's, Journalism, Marketing
Oak Ridge High School
Fidelity Investments June 2012 - Present
Fidelity Investments September 2010 - June 2012
Davaco Inc. May 2007 - September 2010
ADVO December 1987 - July 2002
Skills
Promotions, Advertising, Marketing Strategy, Direct Marketing, Direct Mail, Strategic Planning, Client Management, Client Interfacing, New Business Development, Proposal Writing, Lead Generation, Marketing Communications, Strategy, CRM, Sales, Email Marketing, Marketing, Leadership, Management
Education
University of Florida 1983 — 1987
Bachelor's, Journalism, Marketing
Oak Ridge High School
Dana Dockery's Fidelity Investments Experience
Job Director, Capacity Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Solaris, Capacity Planning, AIX, Disaster Recovery, Unix, Enterprise Architecture, Performance Tuning, Cluster, Data Center, Server Architecture, System Deployment, Virtualization, Infrastructure, Unix Shell Scripting, Visio, NAS, Market Data, Capital Budgeting, Shell Scripting, SAN, Sun, IT Operations, Storage, ITIL, Red Hat Linux, Windows Server, Systems Engineering, VMware, Optimization, Oracle RAC, Sybase IQ, Sybase Adaptive Server, Microsoft SQL Server, Java, TIBCO Rendezvous, WebSphere MQ, Project Management, Veritas Cluster Server, Oracle ASM, EMC Storage, IBM XIV
Education
University of Hartford 1987 — 1991
BSBA, Marketing/Advertising
Arlington Catholic
Fidelity Investments
Skills
Solaris, Capacity Planning, AIX, Disaster Recovery, Unix, Enterprise Architecture, Performance Tuning, Cluster, Data Center, Server Architecture, System Deployment, Virtualization, Infrastructure, Unix Shell Scripting, Visio, NAS, Market Data, Capital Budgeting, Shell Scripting, SAN, Sun, IT Operations, Storage, ITIL, Red Hat Linux, Windows Server, Systems Engineering, VMware, Optimization, Oracle RAC, Sybase IQ, Sybase Adaptive Server, Microsoft SQL Server, Java, TIBCO Rendezvous, WebSphere MQ, Project Management, Veritas Cluster Server, Oracle ASM, EMC Storage, IBM XIV
Education
University of Hartford 1987 — 1991
BSBA, Marketing/Advertising
Arlington Catholic
John Verfurth's Fidelity Investments Experience September 1997 - October 2002
Job Vice President, Global Technology, JPMorgan
Industry Banking
Experience
JPMorgan Chase March 2003 - Present
JPM Chase 2003 - Present
JPMorgan 2003 - Present
JP Morgan Chase 2003 - 2009
Bank One 2003 - 2004
Fidelity Investments September 1997 - October 2002
Advisor Technology Services 1997 - 2002
Skills
PMO, Analysis, Project Management, Management, SDLC, Banking, Business Analysis, Risk Management, Business Process..., Portfolio Management, Financial Services, IT Strategy, Mergers & Acquisitions, Process Improvement, Requirements Gathering
Education
University of Hartford 1975 — 1979
B.S., Finance and Economics
JPMorgan Chase March 2003 - Present
JPM Chase 2003 - Present
JPMorgan 2003 - Present
JP Morgan Chase 2003 - 2009
Bank One 2003 - 2004
Fidelity Investments September 1997 - October 2002
Advisor Technology Services 1997 - 2002
Skills
PMO, Analysis, Project Management, Management, SDLC, Banking, Business Analysis, Risk Management, Business Process..., Portfolio Management, Financial Services, IT Strategy, Mergers & Acquisitions, Process Improvement, Requirements Gathering
Education
University of Hartford 1975 — 1979
B.S., Finance and Economics
Beth Feather's Fidelity Investments Experience 1993 - 1998
Job Sales Agent at Star Realty
Industry Real Estate
Experience
STAR REALTY October 2009 - Present
Repose, Inc. May 2007 - Present
Fidelity Investments 1993 - 1998
Skills
Sellers, Real Property, Real Estate Transactions, Marketing, Residential Homes, Relocation, Real Estate
Education
University of Hartford 1984 — 1988
B.A., Journalism
STAR REALTY October 2009 - Present
Repose, Inc. May 2007 - Present
Fidelity Investments 1993 - 1998
Skills
Sellers, Real Property, Real Estate Transactions, Marketing, Residential Homes, Relocation, Real Estate
Education
University of Hartford 1984 — 1988
B.A., Journalism
Ann Mackay's Fidelity Investments Experience May 2004 - June 2010
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
Charles Schwab, Tampa FL August 2010 - February 2015
Fidelity Investments May 2004 - June 2010
Fidelity Investments February 1999 - May 2004
Education
University of Florida
MA, Speech Language Pathology
University of Virginia
BS, Speech Language Pathology
Charles Schwab August 2010 - Present
Charles Schwab, Tampa FL August 2010 - February 2015
Fidelity Investments May 2004 - June 2010
Fidelity Investments February 1999 - May 2004
Education
University of Florida
MA, Speech Language Pathology
University of Virginia
BS, Speech Language Pathology
Evan Salomon's Fidelity Investments Experience 2004 - 2009
Job Sales Professional
Industry Automotive
Experience
VALIC 2010 - 2012
Fidelity Investments 2004 - 2009
Smith Barney 2002 - 2003
Fidelity Investments 1999 - 2002
Raymond James & Assoc 1997 - 1999
Charles Schwab & Co. Inc. 1995 - 1997
Charles Schwab & Co. Inc 1993 - 1995
Charles Schwab & Co. Inc. 1990 - 1993
Education
University of Florida 1984 — 1988
Political Science
VALIC 2010 - 2012
Fidelity Investments 2004 - 2009
Smith Barney 2002 - 2003
Fidelity Investments 1999 - 2002
Raymond James & Assoc 1997 - 1999
Charles Schwab & Co. Inc. 1995 - 1997
Charles Schwab & Co. Inc 1993 - 1995
Charles Schwab & Co. Inc. 1990 - 1993
Education
University of Florida 1984 — 1988
Political Science
James Hadaway's Fidelity Investments Experience 1998 - 1999
Job Director of Compliance at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice May 2015 - Present
FTJ FundChoice January 2013 - April 2015
JRE July 2012 - December 2012
Capital Analysts February 2010 - March 2012
Independent Contractor November 2008 - January 2010
The O.N. Equity Sales Co. 1999 - 2008
Fidelity Investments 1998 - 1999
Skills
Series 7, Options, Securities, Business Strategy, Mutual Funds, Process Improvement, Compliance, Trading, Management Consulting
Education
Xavier University 2001 — 2004
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1996
BBA, Economics
FTJ FundChoice May 2015 - Present
FTJ FundChoice January 2013 - April 2015
JRE July 2012 - December 2012
Capital Analysts February 2010 - March 2012
Independent Contractor November 2008 - January 2010
The O.N. Equity Sales Co. 1999 - 2008
Fidelity Investments 1998 - 1999
Skills
Series 7, Options, Securities, Business Strategy, Mutual Funds, Process Improvement, Compliance, Trading, Management Consulting
Education
Xavier University 2001 — 2004
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1996
BBA, Economics
Jeffrey Shenkman's Fidelity Investments Experience January 2008 - May 2009
Job Institutional Fixed Income Sales at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets July 2011 - Present
Bank of America Merrill Lynch January 2010 - June 2011
Fidelity Investments January 2008 - May 2009
Moody's Analytics, Inc (formerly Moody's Economy.com) May 2007 - August 2007
Skills
Fixed Income, Bonds, Capital Markets, Municipal Bonds, Bloomberg, Series 7, Securities, Series 63, Finance, Loans, Structured Products, Financial Analysis, Institutional..., Hedge Funds, ABS, CMBS, Sales, Agency MBS, MBS, High Yield, Investment Grade, Institutional Investors, Distressed Debt, High Yield Bonds, Commercial Paper, High Grade, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
University of Florida 2004 — 2007
BSBA, Finance
RBC Capital Markets July 2011 - Present
Bank of America Merrill Lynch January 2010 - June 2011
Fidelity Investments January 2008 - May 2009
Moody's Analytics, Inc (formerly Moody's Economy.com) May 2007 - August 2007
Skills
Fixed Income, Bonds, Capital Markets, Municipal Bonds, Bloomberg, Series 7, Securities, Series 63, Finance, Loans, Structured Products, Financial Analysis, Institutional..., Hedge Funds, ABS, CMBS, Sales, Agency MBS, MBS, High Yield, Investment Grade, Institutional Investors, Distressed Debt, High Yield Bonds, Commercial Paper, High Grade, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
University of Florida 2004 — 2007
BSBA, Finance
Timothy Tripp's Fidelity Investments Experience May 2000 - December 2005
Job Manager, Business and Technology Development at University of Utah Technology & Venture Commercialization Office
Industry Research
Experience
University of Utah Technology & Venture Commercialization Office October 2013 - Present
Office of Naval Research - Department of the Navy September 2009 - September 2013
University of Florida - Institute of Food and Agricultural Sciences April 2009 - September 2009
Ascione, Heideman & McKay May 2007 - August 2007
Fidelity Investments May 2000 - December 2005
Utah Army National Guard August 1994 - June 2004
Skills
Intellectual Property, Licensing, Legal Research, Legal Writing, Trademarks, Leadership, Contract Management, Contract Negotiation, Research, Corporate Law, Finance, Litigation, Securities, Proposal Writing, Due Diligence, Government, Microsoft Office, Editing, Government Contracting, Corporate Governance
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
Juris Doctor, Law
University of Utah - David Eccles School of Business 2000 — 2004
Bachelors, Finance
University of Utah Technology & Venture Commercialization Office October 2013 - Present
Office of Naval Research - Department of the Navy September 2009 - September 2013
University of Florida - Institute of Food and Agricultural Sciences April 2009 - September 2009
Ascione, Heideman & McKay May 2007 - August 2007
Fidelity Investments May 2000 - December 2005
Utah Army National Guard August 1994 - June 2004
Skills
Intellectual Property, Licensing, Legal Research, Legal Writing, Trademarks, Leadership, Contract Management, Contract Negotiation, Research, Corporate Law, Finance, Litigation, Securities, Proposal Writing, Due Diligence, Government, Microsoft Office, Editing, Government Contracting, Corporate Governance
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
Juris Doctor, Law
University of Utah - David Eccles School of Business 2000 — 2004
Bachelors, Finance
ESTEBAN ESPIN's Fidelity Investments Experience June 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments November 2010 - Present
University of Florida August 2009 - May 2010
University of Florida August 2009 - December 2009
Escorpmec S.A., Quito, Ecuador May 2009 - August 2009
Education
University of Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Intisana
Fidelity Investments June 2015 - Present
Fidelity Investments November 2010 - Present
University of Florida August 2009 - May 2010
University of Florida August 2009 - December 2009
Escorpmec S.A., Quito, Ecuador May 2009 - August 2009
Education
University of Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Intisana
Adam Bollenback's Fidelity Investments Experience August 2010 - Present
Job Investment Solutions Representative
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Skills
Sales
Education
University of Florida 2004 — 2007
Sport Management
Sante Fe Community College 2004 — 2004
Associate's degree
Fidelity Investments August 2010 - Present
Skills
Sales
Education
University of Florida 2004 — 2007
Sport Management
Sante Fe Community College 2004 — 2004
Associate's degree
Kristin Lawrenson's Fidelity Investments Experience November 2011 - Present
Job
Industry Banking
Experience
Fidelity Investments November 2011 - Present
Blount Fine Foods August 2002 - November 2011
Education
University of Hartford 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Fidelity Investments November 2011 - Present
Blount Fine Foods August 2002 - November 2011
Education
University of Hartford 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Will Eriov's Fidelity Investments Experience May 2004 - August 2004
Job Compliance Analyst at Freedom Mortgage
Industry Primary/Secondary Education
Experience
Freedom Mortgage October 2012 - Present
Eriov Educational Services August 2008 - Present
University of Florida August 2007 - December 2007
University of Florida Athletic Association October 2005 - August 2007
Fidelity Investments May 2004 - August 2004
Interior Design/Kay Trimmer May 2003 - August 2003
Education
University of Florida 2006 — 2008
MA, European History/American History
University of Florida 2002 — 2006
BA, History, Finance
Freedom Mortgage October 2012 - Present
Eriov Educational Services August 2008 - Present
University of Florida August 2007 - December 2007
University of Florida Athletic Association October 2005 - August 2007
Fidelity Investments May 2004 - August 2004
Interior Design/Kay Trimmer May 2003 - August 2003
Education
University of Florida 2006 — 2008
MA, European History/American History
University of Florida 2002 — 2006
BA, History, Finance
Christopher With, CFP, PFP, Bcomm's Fidelity Investments Experience 2004 - 2007
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns February 2010 - Present
CIBC Wood Gundy 2007 - 2010
Fidelity Investments 2004 - 2007
Skills
Portfolio Management, Retirement Planning, Estate Planning, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Strategic Financial..., Investment Management, Wealth Management, Investment Advisory, Financial Planners, Alternative Investments, Mutual Funds, Equities, ETFs
Education
University of Guelph 2000 — 2004
Economics/Finance, Economics & Finance
Certified Financial Planner, CFP 2007 — 2009
Financial Planners Standards Counsel
Personal Financial Planner, PFP
Canadian Securities Institute
Life License Qualification Program (LLQP)
Weath Management Essentials (WME)
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute, CSC
BMO Nesbitt Burns February 2010 - Present
CIBC Wood Gundy 2007 - 2010
Fidelity Investments 2004 - 2007
Skills
Portfolio Management, Retirement Planning, Estate Planning, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Strategic Financial..., Investment Management, Wealth Management, Investment Advisory, Financial Planners, Alternative Investments, Mutual Funds, Equities, ETFs
Education
University of Guelph 2000 — 2004
Economics/Finance, Economics & Finance
Certified Financial Planner, CFP 2007 — 2009
Financial Planners Standards Counsel
Personal Financial Planner, PFP
Canadian Securities Institute
Life License Qualification Program (LLQP)
Weath Management Essentials (WME)
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute, CSC
Nermin Ebcioglu's Fidelity Investments Experience June 1994 - December 1996
Job Sr. Project Manager
Industry Financial Services
Experience
Voya Financial (formerly ING U.S.) July 2008 - Present
CitiStreet July 2000 - June 2008
State Street Global Markets January 1997 - June 2000
Fidelity Investments June 1994 - December 1996
Fidelity Investments July 1990 - December 1994
Skills
Business Analysis, Business Requirements, Vendor Management, Process Improvement, Relationship Management, Risk Management, User Acceptance Testing, SDLC, Requirements Analysis, Project Portfolio..., Financial Services, PMO, Requirements Gathering, Business Process..., Strategy
Education
University of Florida
BSBA, Finance
Voya Financial (formerly ING U.S.) July 2008 - Present
CitiStreet July 2000 - June 2008
State Street Global Markets January 1997 - June 2000
Fidelity Investments June 1994 - December 1996
Fidelity Investments July 1990 - December 1994
Skills
Business Analysis, Business Requirements, Vendor Management, Process Improvement, Relationship Management, Risk Management, User Acceptance Testing, SDLC, Requirements Analysis, Project Portfolio..., Financial Services, PMO, Requirements Gathering, Business Process..., Strategy
Education
University of Florida
BSBA, Finance
Dorothy Sperry, MBA's Fidelity Investments Experience Vice President, Retirement Benefit GroupAXA AdvisorsDecember 2008 - April 2011
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice President, Retirement Benefit GroupAXA AdvisorsDecember 2008 - April 2011
VALIC October 2003 - December 2008
Education
University of Florida 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
NC State University 1988 — 1994
Batchelor of Science, Electrical Engineering
Fidelity Investments Vice President, Retirement Benefit GroupAXA AdvisorsDecember 2008 - April 2011
VALIC October 2003 - December 2008
Education
University of Florida 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
NC State University 1988 — 1994
Batchelor of Science, Electrical Engineering
Ramazan Ozgur, CPA, CMA's Fidelity Investments Experience January 2015 - Present
Job Manager, Fund Treasury
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - Present
RBC Investor Services May 2012 - June 2013
RBC Dexia Investor Services July 2011 - June 2012
RBC Dexia Investor Services September 2010 - August 2011
RBC Dexia Investor Services November 2008 - September 2010
Skills
ETFs, Fund Accounting, Derivatives, Investments, Options, Fund Administration, Mutual Funds, Bloomberg, Hedge Funds, Equities, Fixed Income, Securities, Corporate Actions, Alternative Investments, Fund Of Funds, Fair Market Value, Financial Reporting, Bloomberg Terminal, Asset Management, Financial Analysis, Valuation
Education
Certified Management Accountant 2011 — 2013
CMA, Management Accounting
CSI 2011 — 2011
University of Guelph 2004 — 2008
BBA Honours, Accounting
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - Present
RBC Investor Services May 2012 - June 2013
RBC Dexia Investor Services July 2011 - June 2012
RBC Dexia Investor Services September 2010 - August 2011
RBC Dexia Investor Services November 2008 - September 2010
Skills
ETFs, Fund Accounting, Derivatives, Investments, Options, Fund Administration, Mutual Funds, Bloomberg, Hedge Funds, Equities, Fixed Income, Securities, Corporate Actions, Alternative Investments, Fund Of Funds, Fair Market Value, Financial Reporting, Bloomberg Terminal, Asset Management, Financial Analysis, Valuation
Education
Certified Management Accountant 2011 — 2013
CMA, Management Accounting
CSI 2011 — 2011
University of Guelph 2004 — 2008
BBA Honours, Accounting
Sean Gaffey's Fidelity Investments Experience April 2015 - Present
Job Relationship Manager, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments December 2014 - April 2015
PNC August 2013 - December 2014
PNC August 2012 - July 2013
Jackson & Coker Locum Tenens May 2011 - August 2011
Education
University of Georgia - Terry College of Business 2009 — 2012
Bachelor of Business Administration, Finance
Collins Hill High 2008 — 2012
Fidelity Investments April 2015 - Present
Fidelity Investments December 2014 - April 2015
PNC August 2013 - December 2014
PNC August 2012 - July 2013
Jackson & Coker Locum Tenens May 2011 - August 2011
Education
University of Georgia - Terry College of Business 2009 — 2012
Bachelor of Business Administration, Finance
Collins Hill High 2008 — 2012
Brien Walker, CFA, CIPM's Fidelity Investments Experience September 2006 - February 2010
Job Team Lead at Advent Software
Industry Financial Services
Experience
Advent Software February 2010 - Present
Fidelity Investments September 2006 - February 2010
Merrill Lynch September 2004 - September 2006
Skills
Chartered Financial..., Finance, Portfolio Management, Asset Management, Risk Management, Strategic Financial..., Asset Allocation, Financial Analysis, Wealth Management, Bloomberg, Investment Management
Education
University of Florida 1999 — 2003
BS, Finance
Advent Software February 2010 - Present
Fidelity Investments September 2006 - February 2010
Merrill Lynch September 2004 - September 2006
Skills
Chartered Financial..., Finance, Portfolio Management, Asset Management, Risk Management, Strategic Financial..., Asset Allocation, Financial Analysis, Wealth Management, Bloomberg, Investment Management
Education
University of Florida 1999 — 2003
BS, Finance
Naderge Bissainthe's Fidelity Investments Experience June 2011 - November 2012
Job Financial Representative at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price November 2012 - Present
Fidelity Investments June 2011 - November 2012
Liberty Mutual Insurance May 2009 - August 2009
Liberty Mutual Insurance May 2008 - August 2008
Skills
Series 7, Series 63
Education
University of Florida 2007 — 2010
Bachelor of Science, Finance
T. Rowe Price November 2012 - Present
Fidelity Investments June 2011 - November 2012
Liberty Mutual Insurance May 2009 - August 2009
Liberty Mutual Insurance May 2008 - August 2008
Skills
Series 7, Series 63
Education
University of Florida 2007 — 2010
Bachelor of Science, Finance
Heather Frantz's Fidelity Investments Experience May 2008 - September 2010
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2011 - Present
Fidelity Investments May 2008 - September 2010
Education
University of Florida 2004 — 2008
Bachelor's degree, Finance, General
TD Ameritrade March 2011 - Present
Fidelity Investments May 2008 - September 2010
Education
University of Florida 2004 — 2008
Bachelor's degree, Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank