Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Max Davis Max Davis's Fidelity Investments Experience July 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
University of Illinois at Urbana-Champaign August 2010 - May 2014
Skills
Microsoft Excel, Financial Services, Research, Equity Trading, PowerPoint, Social Media, Statistical Data..., Leadership, Teamwork, Time Management
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
University of Chicago Laboratory School 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Fidelity Investments July 2014 - Present
University of Illinois at Urbana-Champaign August 2010 - May 2014
Skills
Microsoft Excel, Financial Services, Research, Equity Trading, PowerPoint, Social Media, Statistical Data..., Leadership, Teamwork, Time Management
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
University of Chicago Laboratory School 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Gabriel Skipper Gabriel Skipper's Fidelity Investments Experience January 2014 - April 2014
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2014 - Present
Fidelity Investments January 2014 - April 2014
Charles Schwab April 2007 - April 2013
The Vanguard Group 2003 - 2007
AIG Advisor Group (SunAmerica, Sentra, and Spelman) 2002 - 2003
Charles Schwab 2000 - 2001
TD Waterhouse Investor Services 1999 - 2000
TD Waterhouse Investor Services 1998 - 1999
TD Waterhouse Investor Services 1996 - 1998
Skills
Series 7, Business Transformation, Competitive Analysis, Operational Risk..., Risk Management, Securities, Management, Financial Services, Six Sigma, Leadership, Series 24, Project Management, CRM, Relationship Management, FINRA, Series 63, Mutual Funds, Investments, Business Strategy, Employee Engagement, Net Promoter Score, Contact Centers, Development Of Employees, Process Improvement, Compliance, Great Motivator, Call Centers, Gallup Strengths, Strategy
Education
University of Nevada-Las Vegas 1990 — 1992
B.S., Business/Hotel Administration
University of Hawaii Maui College 1988 — 1990
General Studies
Ameriprise Financial October 2014 - Present
Fidelity Investments January 2014 - April 2014
Charles Schwab April 2007 - April 2013
The Vanguard Group 2003 - 2007
AIG Advisor Group (SunAmerica, Sentra, and Spelman) 2002 - 2003
Charles Schwab 2000 - 2001
TD Waterhouse Investor Services 1999 - 2000
TD Waterhouse Investor Services 1998 - 1999
TD Waterhouse Investor Services 1996 - 1998
Skills
Series 7, Business Transformation, Competitive Analysis, Operational Risk..., Risk Management, Securities, Management, Financial Services, Six Sigma, Leadership, Series 24, Project Management, CRM, Relationship Management, FINRA, Series 63, Mutual Funds, Investments, Business Strategy, Employee Engagement, Net Promoter Score, Contact Centers, Development Of Employees, Process Improvement, Compliance, Great Motivator, Call Centers, Gallup Strengths, Strategy
Education
University of Nevada-Las Vegas 1990 — 1992
B.S., Business/Hotel Administration
University of Hawaii Maui College 1988 — 1990
General Studies
Wesley Ramsey's Fidelity Investments Experience 2014 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Northern Trust April 2012 - June 2014
American Airlines Federal Credit Union April 2001 - April 2012
Principal Financial Group December 1996 - March 2001
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Advisory, Loans, Mutual Funds, Consumer Lending, Banking, Credit, Investment Advisory, Wealth, Securities, Series 63, Asset Allocation, Financial Planning
Education
University of North Texas 1994 — 1997
Bachelor of Arts (B.A.), Financial Planning
University of Houston 1992 — 1994
Fidelity Investments 2014 - Present
Northern Trust April 2012 - June 2014
American Airlines Federal Credit Union April 2001 - April 2012
Principal Financial Group December 1996 - March 2001
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Advisory, Loans, Mutual Funds, Consumer Lending, Banking, Credit, Investment Advisory, Wealth, Securities, Series 63, Asset Allocation, Financial Planning
Education
University of North Texas 1994 — 1997
Bachelor of Arts (B.A.), Financial Planning
University of Houston 1992 — 1994
Stacey Rosenthal's Fidelity Investments Experience September 2011 - November 2013
Job Writer and Communications Specialist
Industry Writing and Editing
Experience
Fidelity Investments September 2011 - November 2013
JANCO 2007 - 2013
Local Edge 2011 - 2011
Connecticut Children’s Museum May 2010 - August 2010
Skills
Communication Skills, Social Media Marketing, Digital Marketing, Public Relations, Product Marketing, Financial Services, Activism, Creative Writing, News Writing, Proposal Writing, Press Releases, Nonprofits, Research, Blogging, Editing, SEO, Copywriting, Google Adwords, Constant Contact, Online Reputation...
Education
University of Hartford 2007 — 2010
Bachelors, Major in Communication: Emphasis in Human Communication, Minor in Rhetoric and Professional Writing
Northern Highlands
Fidelity Investments September 2011 - November 2013
JANCO 2007 - 2013
Local Edge 2011 - 2011
Connecticut Children’s Museum May 2010 - August 2010
Skills
Communication Skills, Social Media Marketing, Digital Marketing, Public Relations, Product Marketing, Financial Services, Activism, Creative Writing, News Writing, Proposal Writing, Press Releases, Nonprofits, Research, Blogging, Editing, SEO, Copywriting, Google Adwords, Constant Contact, Online Reputation...
Education
University of Hartford 2007 — 2010
Bachelors, Major in Communication: Emphasis in Human Communication, Minor in Rhetoric and Professional Writing
Northern Highlands
Jennifer DiCola Jennifer DiCola's Fidelity Investments Experience July 2015 - Present
Job Benefits ConsultingCommunications at Fidelity Investments
Industry
Experience
Fidelity Investments July 2015 - Present
State Farm January 2014 - May 2015
Jepsen Investments June 2013 - August 2014
Skills
Problem Solving, Goal Oriented, Team Leadership, Communication, Outlook, Change Management, Recruiting, Interviews, Sourcing, Leadership
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Psychology
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Arts (BA), Communication
Fidelity Investments July 2015 - Present
State Farm January 2014 - May 2015
Jepsen Investments June 2013 - August 2014
Skills
Problem Solving, Goal Oriented, Team Leadership, Communication, Outlook, Change Management, Recruiting, Interviews, Sourcing, Leadership
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Psychology
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Arts (BA), Communication
Jennifer Hocking Jennifer Hocking's Fidelity Investments Experience June 2008 - March 2014
Job Implementation Expert at Jellyvision
Industry Online Media
Experience
Jellyvision March 2014 - Present
Fidelity Investments June 2008 - March 2014
McGladrey June 2007 - August 2007
Skills
Employee Benefits, Defined Contribution, 401k, Project Management, Vendor Management, Nondiscrimination..., Microsoft Word, ProVal, Non-Qualified Deferred..., Microsoft Office, Salesforce.com, Total Rewards, Google Analytics, Technical Writing, MS Project, Microsoft Excel, Project Delivery, Defined Benefit, Access, Pension Administration, Actuarial Science, Retirement
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS), Actuarial Science
Jellyvision March 2014 - Present
Fidelity Investments June 2008 - March 2014
McGladrey June 2007 - August 2007
Skills
Employee Benefits, Defined Contribution, 401k, Project Management, Vendor Management, Nondiscrimination..., Microsoft Word, ProVal, Non-Qualified Deferred..., Microsoft Office, Salesforce.com, Total Rewards, Google Analytics, Technical Writing, MS Project, Microsoft Excel, Project Delivery, Defined Benefit, Access, Pension Administration, Actuarial Science, Retirement
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS), Actuarial Science
Phillip MacDougall Phillip MacDougall's Fidelity Investments Experience October 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments December 2013 - October 2014
Fidelity Investments July 2013 - November 2013
Ameriprise Financial Services, Inc. November 2011 - May 2013
Bank of America October 2010 - November 2011
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
University of Iowa 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Fidelity Investments October 2014 - Present
Fidelity Investments December 2013 - October 2014
Fidelity Investments July 2013 - November 2013
Ameriprise Financial Services, Inc. November 2011 - May 2013
Bank of America October 2010 - November 2011
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
University of Iowa 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Karen Layne-Yorke Karen Layne-Yorke's Fidelity Investments Experience 2001 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
American Express 2013 - Present
Sun Life Financial 2010 - 2012
Citibank February 2010 - August 2010
Fidelity Investments Canada ULC 2005 - 2009
Fidelity Investments 2001 - 2005
Fidelity Investments January 2000 - December 2000
Scotiabank 1995 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Relationship Management, Business Relationship..., Strategic Financial..., Asset Managment, Retirement Planning, New Business Development, Solution Selling, Strategic Partnerships, Strategic Thinking, Identifying Client Needs, Sales Presentations, Marketing Strategy, Business Planning, Business Intelligence, RFP, RFI, Finalist Presentations, Key Account Management, Key Account Development, Analytic Thinking
Education
University of Iowa
Bachelor of Arts (B.A.), Business Administration and English
American Express 2013 - Present
Sun Life Financial 2010 - 2012
Citibank February 2010 - August 2010
Fidelity Investments Canada ULC 2005 - 2009
Fidelity Investments 2001 - 2005
Fidelity Investments January 2000 - December 2000
Scotiabank 1995 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Relationship Management, Business Relationship..., Strategic Financial..., Asset Managment, Retirement Planning, New Business Development, Solution Selling, Strategic Partnerships, Strategic Thinking, Identifying Client Needs, Sales Presentations, Marketing Strategy, Business Planning, Business Intelligence, RFP, RFI, Finalist Presentations, Key Account Management, Key Account Development, Analytic Thinking
Education
University of Iowa
Bachelor of Arts (B.A.), Business Administration and English
Colin Brennan's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Transamerica Life Insurance Company May 2014 - May 2015
Krause Fund August 2014 - December 2014
MidWestOne Bank January 2014 - May 2014
Thunderhawk Golf Course 2011 - 2013
Sunset Foods Grocery Store August 2010 - August 2011
Skills
Customer Service, Finance, Banking, Microsoft Office, Time Management, Client Relations Skills, Risk Management, Business Planning, Presentations, Public Speaking, Financial Analysis, Financial Reporting, Data Analysis, PowerPoint, Sales, Microsoft Excel, Social Media, Microsoft Word, Teamwork
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Carmel Catholic High School 2007 — 2011
High School Diploma
Fidelity Investments June 2015 - Present
Transamerica Life Insurance Company May 2014 - May 2015
Krause Fund August 2014 - December 2014
MidWestOne Bank January 2014 - May 2014
Thunderhawk Golf Course 2011 - 2013
Sunset Foods Grocery Store August 2010 - August 2011
Skills
Customer Service, Finance, Banking, Microsoft Office, Time Management, Client Relations Skills, Risk Management, Business Planning, Presentations, Public Speaking, Financial Analysis, Financial Reporting, Data Analysis, PowerPoint, Sales, Microsoft Excel, Social Media, Microsoft Word, Teamwork
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Carmel Catholic High School 2007 — 2011
High School Diploma
Sara Mulkey Hanss Sara Mulkey Hanss's Fidelity Investments Experience March 2015 - Present
Job Private Wealth Management Relationship Manager
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Accounting
Fidelity Investments March 2015 - Present
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Accounting
Joseph Poverelli Jr Joseph Poverelli Jr's Fidelity Investments Experience August 2015 - Present
Job Fund Accounting Analyst III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - August 2015
Fidelity Investments February 2014 - June 2014
First Community Credit Union July 2012 - December 2013
Wells Fargo August 2011 - June 2012
Wells Fargo June 2010 - August 2011
Bank of America February 2010 - June 2010
Bank of America June 2009 - February 2010
Bank of America May 2007 - June 2009
Skills
Finance, Loans, Underwriting, Management, Mortgage Lending, Leadership, Customer Service, Microsoft Office, Sales, Organization, Time Management, Branch Banking, Accounting, Cross Selling, Banking
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Business Administration (BBA), Finance
University of North Texas 2007 — 2009
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - August 2015
Fidelity Investments February 2014 - June 2014
First Community Credit Union July 2012 - December 2013
Wells Fargo August 2011 - June 2012
Wells Fargo June 2010 - August 2011
Bank of America February 2010 - June 2010
Bank of America June 2009 - February 2010
Bank of America May 2007 - June 2009
Skills
Finance, Loans, Underwriting, Management, Mortgage Lending, Leadership, Customer Service, Microsoft Office, Sales, Organization, Time Management, Branch Banking, Accounting, Cross Selling, Banking
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Business Administration (BBA), Finance
University of North Texas 2007 — 2009
Evan Hayes's Fidelity Investments Experience August 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments January 2015 - August 2015
HealthMEDX March 2014 - January 2015
Cabo's Cantina and Grill October 2013 - March 2014
Soma Ultralounge June 2012 - March 2014
Cowboy Monkey June 2012 - March 2014
CMT Ventures June 2012 - March 2014
Illini Union Hotel January 2011 - June 2013
General Nutrition Center October 2010 - March 2011
College Works Painting June 2010 - August 2010
Skills
Leadership, Finance, Customer Service, Financial Analysis, Management, Commodity Markets, Microsoft Office, VBA, Time Management, PowerPoint, Microsoft Excel, Social Networking, Application Support..., Fitness, Microsoft Word, Public Speaking, Music, Team Building, Healthcare Consulting
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's degree, Agri-Finance
Fidelity Investments August 2015 - Present
Fidelity Investments January 2015 - August 2015
HealthMEDX March 2014 - January 2015
Cabo's Cantina and Grill October 2013 - March 2014
Soma Ultralounge June 2012 - March 2014
Cowboy Monkey June 2012 - March 2014
CMT Ventures June 2012 - March 2014
Illini Union Hotel January 2011 - June 2013
General Nutrition Center October 2010 - March 2011
College Works Painting June 2010 - August 2010
Skills
Leadership, Finance, Customer Service, Financial Analysis, Management, Commodity Markets, Microsoft Office, VBA, Time Management, PowerPoint, Microsoft Excel, Social Networking, Application Support..., Fitness, Microsoft Word, Public Speaking, Music, Team Building, Healthcare Consulting
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's degree, Agri-Finance
Sohail Cheema Sohail Cheema's Fidelity Investments Experience May 2006 - December 2008
Job Senior Vice President, Head, Commercial MoneyIn (Liquidity & Investments) at TD
Industry Financial Services
Experience
TD December 2008 - Present
TD Bank December 2008 - August 2011
Fidelity Investments May 2006 - December 2008
ABN AMRO Bank September 2003 - May 2006
Morgan Stanley April 2003 - August 2003
Habib Bank Ltd April 1999 - December 2001
HBZ Bank AG Zurich January 1998 - March 1999
Nissan April 1997 - January 1998
Exxon May 1996 - August 1996
ABN AMRO Bank May 1995 - September 1995
Education
University of Illinois at Chicago 2002 — 2003
MBA, Finance
Institute of Business Administration (IBA) 1995 — 1996
Masters, Marketing
Institute of Business Administration (IBA) 1993 — 1995
BBA (Hons), Finance & Marketing
TD December 2008 - Present
TD Bank December 2008 - August 2011
Fidelity Investments May 2006 - December 2008
ABN AMRO Bank September 2003 - May 2006
Morgan Stanley April 2003 - August 2003
Habib Bank Ltd April 1999 - December 2001
HBZ Bank AG Zurich January 1998 - March 1999
Nissan April 1997 - January 1998
Exxon May 1996 - August 1996
ABN AMRO Bank May 1995 - September 1995
Education
University of Illinois at Chicago 2002 — 2003
MBA, Finance
Institute of Business Administration (IBA) 1995 — 1996
Masters, Marketing
Institute of Business Administration (IBA) 1993 — 1995
BBA (Hons), Finance & Marketing
Bryan Yach's Fidelity Investments Experience August 2015 - Present
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments January 2014 - June 2015
Fidelity Investments June 2013 - December 2013
Fidelity Investments February 2011 - June 2013
Dallas Phones LLC, dba EcoPhones April 2008 - January 2011
Download Fundraiser LLC September 2007 - December 2009
Skills
Customer Service, Trading, Management, Mutual Funds, Series 7, Financial Analysis, Equities, Investment Adviser..., Customer Experience, Series 66, Series 63, Capital Markets, Equity Capital Markets, Retirement Planning, Series 4, Options, Options Strategies, Bonds, Retirement, IRAs, Financial Markets, Stock Market, Broadcast, Day Trading, Electronic Trading, Equity Trading, Retirement Income..., Portfolio Management, Asset Allocation, Municipal Bonds, Index Options, Series 65
Education
University of North Texas 2005 — 2010
Bachelor of Arts, Radio Television and Film / Music Minor
University of Houston 2004 — 2005
Music
Fidelity Investments August 2015 - Present
Fidelity Investments January 2014 - June 2015
Fidelity Investments June 2013 - December 2013
Fidelity Investments February 2011 - June 2013
Dallas Phones LLC, dba EcoPhones April 2008 - January 2011
Download Fundraiser LLC September 2007 - December 2009
Skills
Customer Service, Trading, Management, Mutual Funds, Series 7, Financial Analysis, Equities, Investment Adviser..., Customer Experience, Series 66, Series 63, Capital Markets, Equity Capital Markets, Retirement Planning, Series 4, Options, Options Strategies, Bonds, Retirement, IRAs, Financial Markets, Stock Market, Broadcast, Day Trading, Electronic Trading, Equity Trading, Retirement Income..., Portfolio Management, Asset Allocation, Municipal Bonds, Index Options, Series 65
Education
University of North Texas 2005 — 2010
Bachelor of Arts, Radio Television and Film / Music Minor
University of Houston 2004 — 2005
Music
Yulia Orlova's Fidelity Investments Experience June 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
UCard Office, UMass Amherst September 2011 - May 2015
UMass Amherst Residential Life Services September 2012 - January 2013
Krua Khun Yah Restaurant February 2010 - January 2012
Skills
ADP, Payroll, Employee Relations, Excel, PowerPoint, Microsoft Office, Database Management, Microsoft Excel, Event Planning, Program Management, Accounting, Policy, Data Entry, Time Management, Customer Service
Education
Eugene M. Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance major, Economics minor
Umass Amherst 2011 — 2015
Bachelors, Finance
Universität Mannheim 2014 — 2014
Bachelor of Business Administration (BBA), Economics
University of Hawaii at Hilo 2013 — 2013
Bachelor of Business Administration (BBA), Finance
Fidelity Investments June 2015 - Present
UCard Office, UMass Amherst September 2011 - May 2015
UMass Amherst Residential Life Services September 2012 - January 2013
Krua Khun Yah Restaurant February 2010 - January 2012
Skills
ADP, Payroll, Employee Relations, Excel, PowerPoint, Microsoft Office, Database Management, Microsoft Excel, Event Planning, Program Management, Accounting, Policy, Data Entry, Time Management, Customer Service
Education
Eugene M. Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance major, Economics minor
Umass Amherst 2011 — 2015
Bachelors, Finance
Universität Mannheim 2014 — 2014
Bachelor of Business Administration (BBA), Economics
University of Hawaii at Hilo 2013 — 2013
Bachelor of Business Administration (BBA), Finance
Andrew Cheung Andrew Cheung's Fidelity Investments Experience June 2013 - Present
Job Vice President, Managed Accounts Product Management & Development at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2013 - Present
Wells Fargo October 2005 - May 2013
BearingPoint 2005 - 2005
BearingPoint 2003 - 2005
BearingPoint 2000 - 2003
ABN AMRO North America August 1999 - September 2000
Skills
Alternative Investments, Asset Management, Private Wealth..., Product Management, Management Consulting, Project Implementation, Wealth Management, Investment Products, Product Marketing, Business Strategy, Strategic Planning, Business Process..., Process Engineering, Partner Relationships, Product Development, Asset Managment, Investments, Equities, Investment Management, Portfolio Management, Wealth Management..., Mutual Funds, Fixed Income, Unified Managed Accounts, Separately Managed..., Banking, Finance, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science
Fidelity Investments June 2013 - Present
Wells Fargo October 2005 - May 2013
BearingPoint 2005 - 2005
BearingPoint 2003 - 2005
BearingPoint 2000 - 2003
ABN AMRO North America August 1999 - September 2000
Skills
Alternative Investments, Asset Management, Private Wealth..., Product Management, Management Consulting, Project Implementation, Wealth Management, Investment Products, Product Marketing, Business Strategy, Strategic Planning, Business Process..., Process Engineering, Partner Relationships, Product Development, Asset Managment, Investments, Equities, Investment Management, Portfolio Management, Wealth Management..., Mutual Funds, Fixed Income, Unified Managed Accounts, Separately Managed..., Banking, Finance, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science
Kimberlea Maksimowicz Kimberlea Maksimowicz's Fidelity Investments Experience January 2006 - July 2008
Job Sr. Recruiting Consultant at Wolters Kluwer Corporate Legal Services
Industry Staffing and Recruiting
Experience
Wolters Kluwer ELM Solutions September 2012 - Present
ManpowerGroup January 2009 - Present
Fidelity Investments January 2006 - July 2008
PA Consulting Group August 2001 - July 2005
Working Music May 2000 - May 2001
Skills
Direct Sourcing, Internet Recruiting, Applicant Tracking..., Full-cycle Recruiting, Sourcing, Onboarding, Screening, Interviewing, Strategic Sourcing, Job Descriptions, Recruitment/Retention, Professional Networking, Talent Acquisition, Compensation, HRIS, Diversity Recruitment, RPO Recruiting, Recruiting, SDLC, Interviews, CRM, Executive Search, OFCCP, Employment Law, Employer Branding, Vendor Management, Talent Management, Benefits Negotiation, Management, Human Resources, Cold Calling, Employee Benefits, Leadership, Technical Recruiting, College Recruiting
Education
University of Hawaii at Manoa
Bachelor of Arts, Liberal Studies
Wolters Kluwer ELM Solutions September 2012 - Present
ManpowerGroup January 2009 - Present
Fidelity Investments January 2006 - July 2008
PA Consulting Group August 2001 - July 2005
Working Music May 2000 - May 2001
Skills
Direct Sourcing, Internet Recruiting, Applicant Tracking..., Full-cycle Recruiting, Sourcing, Onboarding, Screening, Interviewing, Strategic Sourcing, Job Descriptions, Recruitment/Retention, Professional Networking, Talent Acquisition, Compensation, HRIS, Diversity Recruitment, RPO Recruiting, Recruiting, SDLC, Interviews, CRM, Executive Search, OFCCP, Employment Law, Employer Branding, Vendor Management, Talent Management, Benefits Negotiation, Management, Human Resources, Cold Calling, Employee Benefits, Leadership, Technical Recruiting, College Recruiting
Education
University of Hawaii at Manoa
Bachelor of Arts, Liberal Studies
Nikita Patel Nikita Patel's Fidelity Investments Experience March 2013 - June 2013
Job Associate Media Manager at Performics
Industry Marketing and Advertising
Experience
Performics November 2014 - Present
HALO Branded Solutions August 2013 - June 2014
Fidelity Investments March 2013 - June 2013
Skills
Microsoft Excel, Social Media, Google Adwords, Marketing, DoubleClick, Marin Software, Competitive Analysis, Bid Strategy, Marketing Strategy, Marketing Communications, Microsoft Word, Digital Marketing, Blogging, Media Relations, E-commerce SEO, Strategic Communications, Social Media Marketing, Social Media Blogging, Facebook, Copywriting, Event Planning, Social Networking, Twitter, Photoshop, Access Database, Market Research, Event Management, Photography, Editing, Merchandising, Customer Service, SEO, PowerPoint
Education
University of Illinois at Urbana-Champaign 2013 — 2015
Master's degree, Health Communications
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Arts (B.A.), English, Communcations
Glenbard North High School 2005 — 2009
Performics November 2014 - Present
HALO Branded Solutions August 2013 - June 2014
Fidelity Investments March 2013 - June 2013
Skills
Microsoft Excel, Social Media, Google Adwords, Marketing, DoubleClick, Marin Software, Competitive Analysis, Bid Strategy, Marketing Strategy, Marketing Communications, Microsoft Word, Digital Marketing, Blogging, Media Relations, E-commerce SEO, Strategic Communications, Social Media Marketing, Social Media Blogging, Facebook, Copywriting, Event Planning, Social Networking, Twitter, Photoshop, Access Database, Market Research, Event Management, Photography, Editing, Merchandising, Customer Service, SEO, PowerPoint
Education
University of Illinois at Urbana-Champaign 2013 — 2015
Master's degree, Health Communications
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Arts (B.A.), English, Communcations
Glenbard North High School 2005 — 2009
Anchit Tapadia Anchit Tapadia's Fidelity Investments Experience February 2013 - July 2014
Job Lead Developer at Verizon FiOS
Industry Information Technology and Services
Experience
Verizon FiOS July 2014 - Present
Fidelity Investments February 2013 - July 2014
Verizon Business January 2012 - February 2013
Fannie Mae October 2011 - December 2011
Q2ebanking August 2010 - August 2011
Hewlett-Packard March 2009 - July 2010
Tietronix Software June 2007 - February 2009
Skills
Java, Oracle, SQL, Microsoft SQL Server, PL/SQL, SDLC, JSP, Unix, XML, Hibernate, Web Services, JavaScript, Databases, HTML, ASP.NET, Requirements Analysis, Struts, CSS, Spring, JSF, VB.NET, Java Enterprise Edition, Portals, Backbone.js, Karma, Jenkins
Education
University of Houston 2007 — 2008
Master's degree, Computer Science, B+
Pune University 2002 — 2006
Bachelor's degree, Computer Science
Verizon FiOS July 2014 - Present
Fidelity Investments February 2013 - July 2014
Verizon Business January 2012 - February 2013
Fannie Mae October 2011 - December 2011
Q2ebanking August 2010 - August 2011
Hewlett-Packard March 2009 - July 2010
Tietronix Software June 2007 - February 2009
Skills
Java, Oracle, SQL, Microsoft SQL Server, PL/SQL, SDLC, JSP, Unix, XML, Hibernate, Web Services, JavaScript, Databases, HTML, ASP.NET, Requirements Analysis, Struts, CSS, Spring, JSF, VB.NET, Java Enterprise Edition, Portals, Backbone.js, Karma, Jenkins
Education
University of Houston 2007 — 2008
Master's degree, Computer Science, B+
Pune University 2002 — 2006
Bachelor's degree, Computer Science
Regina Castillo Regina Castillo's Fidelity Investments Experience 1995 - 2002
Job SVP, Sales & Service Strategist, Wealth Management and Business Banking at Citizens Bank
Industry Financial Services
Experience
Citizens Bank September 2014 - Present
Citizens Bank January 2013 - September 2014
Sovereign Bank/Santander October 2009 - January 2013
Bank of America March 2003 - January 2009
Fidelity Investments 1995 - 2002
Towers Perrin June 1988 - June 1995
Skills
Retirement, Financial Services, Wealth Management, Banking, Relationship Management, Retirement Planning, Pensions, Retail Banking, Segmentation, Credit Cards, Product Management, Employee Benefits, Strategic Planning, Cross Selling, Payments, Private Banking, Small Business Lending, Cash Management, Risk Management, Mutual Funds, Business Planning, Strategy, Operational Risk, Financial Risk, Commercial Banking, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1986 — 1988
MS Applied Mathematics, Actuarial Science
University of the Philippines 1981 — 1985
BS, Mathematics
Citizens Bank September 2014 - Present
Citizens Bank January 2013 - September 2014
Sovereign Bank/Santander October 2009 - January 2013
Bank of America March 2003 - January 2009
Fidelity Investments 1995 - 2002
Towers Perrin June 1988 - June 1995
Skills
Retirement, Financial Services, Wealth Management, Banking, Relationship Management, Retirement Planning, Pensions, Retail Banking, Segmentation, Credit Cards, Product Management, Employee Benefits, Strategic Planning, Cross Selling, Payments, Private Banking, Small Business Lending, Cash Management, Risk Management, Mutual Funds, Business Planning, Strategy, Operational Risk, Financial Risk, Commercial Banking, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1986 — 1988
MS Applied Mathematics, Actuarial Science
University of the Philippines 1981 — 1985
BS, Mathematics
Brian Doxey Brian Doxey's Fidelity Investments Experience 2004 - 2005
Job Vice President of Operations at HYPERLABS
Industry Electrical/Electronic Manufacturing
Experience
HYPERLABS December 2014 - Present
HYPERLABS September 2012 - December 2014
PlanFast LLC January 2012 - August 2012
Frequent Browser, LLC July 2010 - December 2011
University of Illinois College of Law September 2009 - August 2011
Shearman and Sterling May 2008 - August 2008
US Securities and Exchange Commission 2007 - 2007
Ancestry.com March 2005 - August 2006
Fidelity Investments 2004 - 2005
Ancestry.com 2002 - 2004
Skills
Relationship Management, Long-term Customer..., Sales Operations, Entrepreneurship, Marketing Strategy, Management, TDR, Test and Measurement, Signal Integrity, Baluns, RF Components, Electronics, Electronics..., Coding, LabWindows/CVI, C, E-commerce, HTML, Social Networking, Web Analytics, Web Development, Web Design, Web Marketing, SEO, SQL, Strategy, Small Business, Start-ups, Law & Economics, Finance, Corporate Law, Portuguese, Brazilian Portuguese, Software Development
Education
University of Illinois College of Law 2006 — 2009
Juris Doctor (J.D.), Law, Magna cum laude
University of Utah 2002 — 2005
Bachelor of Science (B.S.), Economics
Bountiful High School 1996 — 1999
HYPERLABS December 2014 - Present
HYPERLABS September 2012 - December 2014
PlanFast LLC January 2012 - August 2012
Frequent Browser, LLC July 2010 - December 2011
University of Illinois College of Law September 2009 - August 2011
Shearman and Sterling May 2008 - August 2008
US Securities and Exchange Commission 2007 - 2007
Ancestry.com March 2005 - August 2006
Fidelity Investments 2004 - 2005
Ancestry.com 2002 - 2004
Skills
Relationship Management, Long-term Customer..., Sales Operations, Entrepreneurship, Marketing Strategy, Management, TDR, Test and Measurement, Signal Integrity, Baluns, RF Components, Electronics, Electronics..., Coding, LabWindows/CVI, C, E-commerce, HTML, Social Networking, Web Analytics, Web Development, Web Design, Web Marketing, SEO, SQL, Strategy, Small Business, Start-ups, Law & Economics, Finance, Corporate Law, Portuguese, Brazilian Portuguese, Software Development
Education
University of Illinois College of Law 2006 — 2009
Juris Doctor (J.D.), Law, Magna cum laude
University of Utah 2002 — 2005
Bachelor of Science (B.S.), Economics
Bountiful High School 1996 — 1999
Rick Otten Rick Otten's Fidelity Investments Experience July 1997 - May 1999
Job Principal Data Architect at Clarivoy
Industry Information Technology and Services
Experience
clarivoy September 2015 - Present
gearDigital September 2013 - August 2015
PG CONF US March 2015 - March 2015
Manta Media Inc. dba Manta April 2011 - August 2013
GraphConnect 2012 - 2012
Applied Performance October 2007 - April 2011
McGraw-Hill August 2003 - October 2007
Collective Technologies 1999 - 2003
CheckFree 2000 - 2002
Fidelity Investments July 1997 - May 1999
Skills
Unix, Linux, Solaris, Python, PostgreSQL, MySQL, SQL, Shell Scripting, Databases, Disaster Recovery, Java, System Administration, JavaScript, Integration, Enterprise Software, Database Design, Data Architecture, Architecture, Architectures, Graph Databases, Groovy, Neo4j, Mathematical Analysis, D3, High Availability, RethinkDB
Education
University of Idaho 1996 — 1997
U.Mass Lowell 1990 — 1993
BS
Naval Academy Prep School
Naval Academy Prep School
University of Rochester
University of Rochester
clarivoy September 2015 - Present
gearDigital September 2013 - August 2015
PG CONF US March 2015 - March 2015
Manta Media Inc. dba Manta April 2011 - August 2013
GraphConnect 2012 - 2012
Applied Performance October 2007 - April 2011
McGraw-Hill August 2003 - October 2007
Collective Technologies 1999 - 2003
CheckFree 2000 - 2002
Fidelity Investments July 1997 - May 1999
Skills
Unix, Linux, Solaris, Python, PostgreSQL, MySQL, SQL, Shell Scripting, Databases, Disaster Recovery, Java, System Administration, JavaScript, Integration, Enterprise Software, Database Design, Data Architecture, Architecture, Architectures, Graph Databases, Groovy, Neo4j, Mathematical Analysis, D3, High Availability, RethinkDB
Education
University of Idaho 1996 — 1997
U.Mass Lowell 1990 — 1993
BS
Naval Academy Prep School
Naval Academy Prep School
University of Rochester
University of Rochester
Bryan Garlock Bryan Garlock's Fidelity Investments Experience 1992 - 1993
Job Executive Vice President at PNC Bank
Industry Banking
Experience
PNC Bank 1993 - Present
Fidelity Investments 1992 - 1993
Harris Bank 1982 - 1992
USG 1979 - 1982
Skills
Wealth Management, Fixed Income, Investment Strategies, Portfolio Management, Retirement, Strategic Financial..., Capital Markets, Relationship Management, Retail Banking, Financial Risk, Finance, Hedge Funds, Treasury Management, Financial Advisory, Cash Management, Valuation, Financial Planning, Asset Management, Management, Investments
Education
University of Iowa
B.B.A., Finance
PNC Bank 1993 - Present
Fidelity Investments 1992 - 1993
Harris Bank 1982 - 1992
USG 1979 - 1982
Skills
Wealth Management, Fixed Income, Investment Strategies, Portfolio Management, Retirement, Strategic Financial..., Capital Markets, Relationship Management, Retail Banking, Financial Risk, Finance, Hedge Funds, Treasury Management, Financial Advisory, Cash Management, Valuation, Financial Planning, Asset Management, Management, Investments
Education
University of Iowa
B.B.A., Finance
Stacy Durr-Stainton Stacy Durr-Stainton's Fidelity Investments Experience July 1994 - March 2010
Job Volunteer
Industry Nonprofit Organization Management
Experience
early retirement April 2010 - Present
Premier Designs October 2009 - November 2011
Fidelity Investments July 1994 - March 2010
Gradison McDonald Mutual Funds 1989 - 1994
Skills
Product Management, Project Management, Program Management, Team Facilitation, Problem Solving, Business Process..., Customer Service, Sales, Cross-functional Team..., Marketing, Strategic Planning, Business Development, Leadership Development, Marketing Strategy, Vendor Management, Coaching, Account Management, Team Building, SDLC, Risk Management, Fundraising, Budgets, Management, Forecasting, Data Analysis, Leadership, Product Development, Team Leadership, Marketing Communications, Social Media, Project Planning, Training
Education
Xavier University - School of Business Administration 1996 — 2002
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Marketing
early retirement April 2010 - Present
Premier Designs October 2009 - November 2011
Fidelity Investments July 1994 - March 2010
Gradison McDonald Mutual Funds 1989 - 1994
Skills
Product Management, Project Management, Program Management, Team Facilitation, Problem Solving, Business Process..., Customer Service, Sales, Cross-functional Team..., Marketing, Strategic Planning, Business Development, Leadership Development, Marketing Strategy, Vendor Management, Coaching, Account Management, Team Building, SDLC, Risk Management, Fundraising, Budgets, Management, Forecasting, Data Analysis, Leadership, Product Development, Team Leadership, Marketing Communications, Social Media, Project Planning, Training
Education
Xavier University - School of Business Administration 1996 — 2002
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Marketing
Tanya Edds Tanya Edds's Fidelity Investments Experience March 2013 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Education
University of Illinois at Chicago 2007 — 2011
Bachelors, College of Business Marketing and Management
Fidelity Investments March 2013 - Present
Education
University of Illinois at Chicago 2007 — 2011
Bachelors, College of Business Marketing and Management
Brian J. Brown, ASA, MAAA Brian J. Brown, ASA, MAAA's Fidelity Investments Experience April 2006 - Present
Job Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments April 2006 - Present
Mercer Human Resource Consulting August 2000 - March 2006
Skills
Analysis, Leadership, Employee Benefits, Strategic Planning, Strategy, Retirement, Project Management
Education
University of Iowa 1996 — 2000
BS, Statistics and Actuarial Science
Fidelity Investments April 2006 - Present
Mercer Human Resource Consulting August 2000 - March 2006
Skills
Analysis, Leadership, Employee Benefits, Strategic Planning, Strategy, Retirement, Project Management
Education
University of Iowa 1996 — 2000
BS, Statistics and Actuarial Science
Katelin Dilger Katelin Dilger's Fidelity Investments Experience May 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - Present
Cetera Advisor Networks LLC June 2012 - May 2014
Division of Intercollegiate Athletics August 2011 - June 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Business/Marketing
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - Present
Cetera Advisor Networks LLC June 2012 - May 2014
Division of Intercollegiate Athletics August 2011 - June 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Business/Marketing
Chance Leiseth Chance Leiseth's Fidelity Investments Experience January 2015 - Present
Job Investment Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments January 2013 - February 2014
Fidelity Investments May 2012 - January 2013
Fidelity Investments November 2011 - May 2012
Seattle Storm January 2011 - October 2011
Seattle Storm 2010 - March 2011
University Directories May 2009 - August 2009
Skills
New Business Development, Customer Service, Sales, Series 7, Series 65, Series 63, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Strategic Financial..., IRAs, Financial Markets, 401k Rollovers, Roth IRA, SEP IRA, Business Development, CRM, Negotiation, Social Media, Marketing Strategy, Management, Trusts, B2B, Microsoft Office, Microsoft Excel, Event Management, Integrated Marketing, Financial Planning
Education
University of Idaho 2005 — 2010
B.S, College of Business & Economics - Marketing
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments January 2013 - February 2014
Fidelity Investments May 2012 - January 2013
Fidelity Investments November 2011 - May 2012
Seattle Storm January 2011 - October 2011
Seattle Storm 2010 - March 2011
University Directories May 2009 - August 2009
Skills
New Business Development, Customer Service, Sales, Series 7, Series 65, Series 63, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Strategic Financial..., IRAs, Financial Markets, 401k Rollovers, Roth IRA, SEP IRA, Business Development, CRM, Negotiation, Social Media, Marketing Strategy, Management, Trusts, B2B, Microsoft Office, Microsoft Excel, Event Management, Integrated Marketing, Financial Planning
Education
University of Idaho 2005 — 2010
B.S, College of Business & Economics - Marketing
Alesia Latson's Fidelity Investments Experience 1995 - 2006
Job Leadership Development Expert
Industry Human Resources
Experience
Latson Leadership Group January 2006 - Present
Fidelity Investments 1995 - 2006
Beth Israel Deaconess Medical Center 1992 - 1995
Federal Reserve Bank of Boston 1991 - 1992
State Street 1989 - 1991
Bristol-Myers Squibb 1988 - 1989
Kraft Foods 1986 - 1988
Skills
Leadership Development, Team Building, Management Development, Program Management, Training, Leadership, Performance Management, Organizational..., Staff Development, Process Improvement, Public Speaking, Talent Acquisition, Succession Planning, Management, Culture Change, Onboarding, Workshop Facilitation, Change Management, Coaching, Organizational Design, Executive Coaching, Nonprofits, Time Management, Talent Management, Account Management, Executive Development, Instructional Design, Employee Engagement, Sales, Career Development, 360 Feedback, Organizational..., Career Counseling
Education
University of Illinois at Urbana-Champaign 1981 — 1986
Bachelor of Arts (B.A.), Psychology
Latson Leadership Group January 2006 - Present
Fidelity Investments 1995 - 2006
Beth Israel Deaconess Medical Center 1992 - 1995
Federal Reserve Bank of Boston 1991 - 1992
State Street 1989 - 1991
Bristol-Myers Squibb 1988 - 1989
Kraft Foods 1986 - 1988
Skills
Leadership Development, Team Building, Management Development, Program Management, Training, Leadership, Performance Management, Organizational..., Staff Development, Process Improvement, Public Speaking, Talent Acquisition, Succession Planning, Management, Culture Change, Onboarding, Workshop Facilitation, Change Management, Coaching, Organizational Design, Executive Coaching, Nonprofits, Time Management, Talent Management, Account Management, Executive Development, Instructional Design, Employee Engagement, Sales, Career Development, 360 Feedback, Organizational..., Career Counseling
Education
University of Illinois at Urbana-Champaign 1981 — 1986
Bachelor of Arts (B.A.), Psychology
Carly Carmody's Fidelity Investments Experience 2006 - 2008
Job Director in Global Human Resource Solutions at PwC
Industry Financial Services
Experience
PwC 2011 - Present
Humana 2008 - 2011
Fidelity Investments 2006 - 2008
PwC 2005 - 2006
Skills
Employee Benefits, Actuarial Science, Health Insurance, Health Care Reform, Actuarial Consulting, Data Analysis, Forecasting, Mergers, Mergers & Acquisitions, Analysis, Performance Management, Program Management, Vendor Management, Underwriting
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Actuarial Science and Bachelor of Arts, Economics
Earth Yoga NYC
Yoga Teacher Training
PwC 2011 - Present
Humana 2008 - 2011
Fidelity Investments 2006 - 2008
PwC 2005 - 2006
Skills
Employee Benefits, Actuarial Science, Health Insurance, Health Care Reform, Actuarial Consulting, Data Analysis, Forecasting, Mergers, Mergers & Acquisitions, Analysis, Performance Management, Program Management, Vendor Management, Underwriting
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Actuarial Science and Bachelor of Arts, Economics
Earth Yoga NYC
Yoga Teacher Training
Terri Marrs Terri Marrs's Fidelity Investments Experience May 2006 - February 2009
Job Retierment Services Major Account District Manager
Industry Financial Services
Experience
ADP March 2013 - Present
ING November 2009 - March 2013
Fidelity Investments May 2006 - February 2009
ADP 2002 - 2006
Guardian Life Insurance 2000 - 2002
Van Kampen Funds 1991 - March 2000
Skills
401k, Retirement, Series 63, Series 6, Investments, Retirement Planning, Sales
Education
University of Illinois at Chicago 1983 — 1987
Bachelor of Arts, Mass Communications
ADP March 2013 - Present
ING November 2009 - March 2013
Fidelity Investments May 2006 - February 2009
ADP 2002 - 2006
Guardian Life Insurance 2000 - 2002
Van Kampen Funds 1991 - March 2000
Skills
401k, Retirement, Series 63, Series 6, Investments, Retirement Planning, Sales
Education
University of Illinois at Chicago 1983 — 1987
Bachelor of Arts, Mass Communications
Blanca Ramirez Blanca Ramirez's Fidelity Investments Experience October 2010 - November 2011
Job Trade Review Risk Manager
Industry Financial Services
Experience
Amegy Investments November 2011 - Present
Fidelity Investments October 2010 - November 2011
Invesco Aim September 2007 - June 2010
Skills
Series 63, Series 7, Investments, Mutual Funds, Asset Allocation, Alternative Investments
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Administrative Management
Amegy Investments November 2011 - Present
Fidelity Investments October 2010 - November 2011
Invesco Aim September 2007 - June 2010
Skills
Series 63, Series 7, Investments, Mutual Funds, Asset Allocation, Alternative Investments
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Administrative Management
Ken Pogson Ken Pogson's Fidelity Investments Experience September 1987 - April 2006
Job Partner, Pogson & Matt Wealth Management Group
Industry Investment Management
Experience
Pogson & Matt Wealth Management Group July 2009 - Present
Cambridge Investment Research, Inc June 2007 - January 2011
JPMorgan Chase April 2006 - December 2007
Fidelity Investments September 1987 - April 2006
Skills
Investment Management, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Finance, Investments, Personal Finance, Investment Advisory, Retirement, 401k, Portfolio Management, Asset Allocation, Securities, Sales, Asset Management, Investment Strategies
Education
University of Houston 1978 — 1982
BBA, Finance
Pogson & Matt Wealth Management Group July 2009 - Present
Cambridge Investment Research, Inc June 2007 - January 2011
JPMorgan Chase April 2006 - December 2007
Fidelity Investments September 1987 - April 2006
Skills
Investment Management, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Finance, Investments, Personal Finance, Investment Advisory, Retirement, 401k, Portfolio Management, Asset Allocation, Securities, Sales, Asset Management, Investment Strategies
Education
University of Houston 1978 — 1982
BBA, Finance
Geralyn Gray Geralyn Gray's Fidelity Investments Experience March 2006 - April 2007
Job Executive Coach & Career Strategist, Senior Vice President at ClearRock Inc.
Industry Management Consulting
Experience
ClearRock Inc. June 2007 - Present
MSPP Executive Coaching Graduate Certificate Program 2008 - 2009
Fidelity Investments March 2006 - April 2007
Executive Destinations September 1999 - March 2006
Parexel International June 1989 - July 1998
Skills
Performance Management, Leadership, Human Resources, Organizational..., Executive Coaching, Coaching, Career Counseling, Talent Acquisition, Organizational..., Organizational Design, Leadership Development, Career Development, Recruiting, Succession Planning, Employee Engagement, Workshop Facilitation, Talent Management, Career Management, Workforce Planning, 360 Feedback, MBTI, Onboarding, Management Development, Training
Education
University of Houston
Masters, Human Resources
ClearRock Inc. June 2007 - Present
MSPP Executive Coaching Graduate Certificate Program 2008 - 2009
Fidelity Investments March 2006 - April 2007
Executive Destinations September 1999 - March 2006
Parexel International June 1989 - July 1998
Skills
Performance Management, Leadership, Human Resources, Organizational..., Executive Coaching, Coaching, Career Counseling, Talent Acquisition, Organizational..., Organizational Design, Leadership Development, Career Development, Recruiting, Succession Planning, Employee Engagement, Workshop Facilitation, Talent Management, Career Management, Workforce Planning, 360 Feedback, MBTI, Onboarding, Management Development, Training
Education
University of Houston
Masters, Human Resources
Rich Messinger's Fidelity Investments Experience 2001 - 2006
Job Senior Engineer at VDX
Industry Information Technology and Services
Experience
StablePC, Inc. Senior EngineerVDXJanuary 2012 - Present
Citizens Bank May 2009 - January 2012
UBS December 2008 - January 2009
UBS 2008 - 2009
State Street Bank January 2008 - December 2008
State Street 2008 - 2008
Geek Housecalls 2006 - 2008
Biogen Idec 2006 - 2006
Fidelity Investments 2001 - 2006
Fidelity International 2001 - 2006
Skills
Citrix, Active Directory, Troubleshooting, IT Service Management, Customer Service, VMware, Virtualization, Disaster Recovery, Linux, Vendor Management, System Deployment, Windows Server, Project Management
Education
University of Hartford 1986 — 1990
Hall High School
StablePC, Inc. Senior EngineerVDXJanuary 2012 - Present
Citizens Bank May 2009 - January 2012
UBS December 2008 - January 2009
UBS 2008 - 2009
State Street Bank January 2008 - December 2008
State Street 2008 - 2008
Geek Housecalls 2006 - 2008
Biogen Idec 2006 - 2006
Fidelity Investments 2001 - 2006
Fidelity International 2001 - 2006
Skills
Citrix, Active Directory, Troubleshooting, IT Service Management, Customer Service, VMware, Virtualization, Disaster Recovery, Linux, Vendor Management, System Deployment, Windows Server, Project Management
Education
University of Hartford 1986 — 1990
Hall High School
Niharika Awasthi Niharika Awasthi's Fidelity Investments Experience July 2015 - Present
Job Junior Wealth Planner at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments February 2015 - Present
Likeable Local December 2014 - January 2015
Capital One September 2013 - September 2014
Bank of America November 2011 - August 2013
Bank of America November 2010 - October 2011
Skills
Microsoft Excel, Recurly, Billing Automation, Salesforce.com, QuickBooks, Financial Analysis, Loans, Commercial Banking, Sales, Customer Service, Risk Management, Investments, Accounting, Relationship Management, Management, Coaching, Financial Risk, Financial Services, Leadership
Education
University of Hartford
Bachelor's Degree, Business Administration
Fidelity Investments July 2015 - Present
Fidelity Investments February 2015 - Present
Likeable Local December 2014 - January 2015
Capital One September 2013 - September 2014
Bank of America November 2011 - August 2013
Bank of America November 2010 - October 2011
Skills
Microsoft Excel, Recurly, Billing Automation, Salesforce.com, QuickBooks, Financial Analysis, Loans, Commercial Banking, Sales, Customer Service, Risk Management, Investments, Accounting, Relationship Management, Management, Coaching, Financial Risk, Financial Services, Leadership
Education
University of Hartford
Bachelor's Degree, Business Administration
Robert Sukach Robert Sukach's Fidelity Investments Experience March 2012 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments March 2012 - Present
Skills
Microsoft SQL Server, Agile Methodologies, Enterprise Software, Test Driven Development, C#, Visual Basic, SDLC, OOP, .NET, XML, Process Improvement, Microsoft Technologies, VB.NET, Software Development
Education
University of Houston 1987 — 1992
B.S Economics, Computer Science, Psychology, Math
Fidelity Investments March 2012 - Present
Skills
Microsoft SQL Server, Agile Methodologies, Enterprise Software, Test Driven Development, C#, Visual Basic, SDLC, OOP, .NET, XML, Process Improvement, Microsoft Technologies, VB.NET, Software Development
Education
University of Houston 1987 — 1992
B.S Economics, Computer Science, Psychology, Math
Charlie de Leon, CFP® Charlie de Leon, CFP®'s Fidelity Investments Experience 1998 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1998 - Present
Skills
Customer Service, Series 63, Series 7, Investments, Banking, Financial Analysis, Financial Planning, Financial Services, Insurance, Portfolio Management, Retirement Planning, Sales, Wealth Management, Relationship Management
Education
University of Houston
Fidelity Investments 1998 - Present
Skills
Customer Service, Series 63, Series 7, Investments, Banking, Financial Analysis, Financial Planning, Financial Services, Insurance, Portfolio Management, Retirement Planning, Sales, Wealth Management, Relationship Management
Education
University of Houston
Keaton Swayze Keaton Swayze's Fidelity Investments Experience April 2011 - Present
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Protective Life December 2007 - February 2009
Ameriprise Financial March 2006 - December 2007
JP Morgan Chase/Bank One/Wamu September 2002 - March 2006
MetLife Investors 2001 - 2002
Skills
Insurance
Education
University of Houston
Bachelor of Arts (B.A.)
Fidelity Investments April 2011 - Present
Protective Life December 2007 - February 2009
Ameriprise Financial March 2006 - December 2007
JP Morgan Chase/Bank One/Wamu September 2002 - March 2006
MetLife Investors 2001 - 2002
Skills
Insurance
Education
University of Houston
Bachelor of Arts (B.A.)
Jim Tesar Jim Tesar's Fidelity Investments Experience 1984 - 1997
Job Investment Manager at TJT Investments
Industry Financial Services
Experience
TJT Investments 2001 - Present
BrownCo 1999 - 2001
Schwab 1997 - 1998
Fidelity Investments 1984 - 1997
Skills
Investments, Trading, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Financial Modeling, Finance, Mutual Funds, Business Analysis, Management, Equities, Series 7, Wealth Management, Retirement Planning, Valuation, Investment Strategies, Asset Allocation
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance - Investments
TJT Investments 2001 - Present
BrownCo 1999 - 2001
Schwab 1997 - 1998
Fidelity Investments 1984 - 1997
Skills
Investments, Trading, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Financial Modeling, Finance, Mutual Funds, Business Analysis, Management, Equities, Series 7, Wealth Management, Retirement Planning, Valuation, Investment Strategies, Asset Allocation
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance - Investments
Evan Mills Evan Mills's Fidelity Investments Experience January 2012 - Present
Job Sr. Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments July 2007 - Present
Ascendum Solutions February 2008 - January 2012
Professional Data Resources December 2003 - February 2008
Lexis Nexis 2004 - 2006
Illinois State Water Survey 1986 - 1991
Skills
XML, SQL, HTML + CSS, C#, Tomcat, jQuery, Web Applications, JSP, SQL Server, SharePoint, JavaScript, MongoDB, Node.js, SharePoint Designer, Spring, Hibernate, SOAP, SoapUI, J2EE, Java, Subversion, Eclipse, Maven, Ruby, VB.NET, Websphere, Hudson, JUnit, Oracle SQL, PL/SQL, CSS, Struts, Ant, JDBC, Swing, Web Services, Servlets, OOP, XSLT, AJAX, Documentum, RTC, Agile Methodologies, Microsoft SQL Server, Java Enterprise Edition, SOA, HTML, Spring Framework
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science, Mathematics and Computer Science
Fidelity Investments January 2012 - Present
Fidelity Investments July 2007 - Present
Ascendum Solutions February 2008 - January 2012
Professional Data Resources December 2003 - February 2008
Lexis Nexis 2004 - 2006
Illinois State Water Survey 1986 - 1991
Skills
XML, SQL, HTML + CSS, C#, Tomcat, jQuery, Web Applications, JSP, SQL Server, SharePoint, JavaScript, MongoDB, Node.js, SharePoint Designer, Spring, Hibernate, SOAP, SoapUI, J2EE, Java, Subversion, Eclipse, Maven, Ruby, VB.NET, Websphere, Hudson, JUnit, Oracle SQL, PL/SQL, CSS, Struts, Ant, JDBC, Swing, Web Services, Servlets, OOP, XSLT, AJAX, Documentum, RTC, Agile Methodologies, Microsoft SQL Server, Java Enterprise Edition, SOA, HTML, Spring Framework
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science, Mathematics and Computer Science
Ash Jain's Fidelity Investments Experience 2007 - 2007
Job President at Accelytics Inc.
Industry Information Technology and Services
Experience
Accelytics Inc. March 2015 - Present
AdvancedEPM Consulting, Inc. September 2007 - March 2015
The Hackett Group March 2004 - September 2007
Deloitte 2007 - 2007
Fidelity Investments 2007 - 2007
Bearing Point 2002 - 2004
Arthur Andersen 2000 - 2002
Compaq Inc 1999 - 1999
Skills
Hyperion Essbase, Strategic Leadership, Situational Leadership, Hyperion EPM, Hyperion Financial..., Project Management, Program Management, Key Account Management, Hyperion Planning, DRM, Hyperion HFM, FDM, Planning and Budgeting, Management Reporting, EPM, Essbase, Budgets, Project Planning, Management, OBIEE, Business Intelligence, Data Warehousing, Business Performance..., Hyperion Enterprise, OLAP, Dashboard, Master Data Management, Data Integration, Data Quality, ERP, Informatica, ETL, Data Modeling, Shared Services, Consolidation, Analytics, Data Governance, Enterprise Software, Oracle, Hyperion, Business Analysis, Consulting, Strategy, Business Process, Leadership, Business Process...
Education
University of Houston 1997 — 2000
Bachelor of Science (BS)
Accelytics Inc. March 2015 - Present
AdvancedEPM Consulting, Inc. September 2007 - March 2015
The Hackett Group March 2004 - September 2007
Deloitte 2007 - 2007
Fidelity Investments 2007 - 2007
Bearing Point 2002 - 2004
Arthur Andersen 2000 - 2002
Compaq Inc 1999 - 1999
Skills
Hyperion Essbase, Strategic Leadership, Situational Leadership, Hyperion EPM, Hyperion Financial..., Project Management, Program Management, Key Account Management, Hyperion Planning, DRM, Hyperion HFM, FDM, Planning and Budgeting, Management Reporting, EPM, Essbase, Budgets, Project Planning, Management, OBIEE, Business Intelligence, Data Warehousing, Business Performance..., Hyperion Enterprise, OLAP, Dashboard, Master Data Management, Data Integration, Data Quality, ERP, Informatica, ETL, Data Modeling, Shared Services, Consolidation, Analytics, Data Governance, Enterprise Software, Oracle, Hyperion, Business Analysis, Consulting, Strategy, Business Process, Leadership, Business Process...
Education
University of Houston 1997 — 2000
Bachelor of Science (BS)
Damali Smith Damali Smith's Fidelity Investments Experience September 2015 - Present
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
JPMorgan Chase December 2012 - September 2015
Skills
Banking, Credit, Customer Service, Loans, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Outlook, Leadership, Microsoft Word
Education
University of Houston-Downtown 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments September 2015 - Present
JPMorgan Chase December 2012 - September 2015
Skills
Banking, Credit, Customer Service, Loans, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Outlook, Leadership, Microsoft Word
Education
University of Houston-Downtown 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Jason Ali's Fidelity Investments Experience May 2013 - January 2015
Job Senior Consultant at Oracle
Industry Program Development
Experience
Oracle February 2015 - Present
Fidelity Investments May 2013 - January 2015
The Lab Consulting August 2011 - March 2012
Baker Hughes September 2009 - March 2010
Texas A&M University March 2009 - August 2009
Target May 2006 - August 2006
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Process Improvement, Public Speaking, Visio, Business Analysis, Mac OS X, Sales, Windows 7, Data Analysis, Technical Writing, Windows, Marketing, VBA, HTML, Troubleshooting, Computer Hardware, SQL, Access, OS X, Microsoft Excel, Project Management, IT Operations, Management, Analysis, CSS
Education
University of Houston-Victoria 2010 — 2013
B.S., Computer Information Systems
Texas A&M University College 2005 — 2009
Bachelor, Technology Management
elkins
Oracle February 2015 - Present
Fidelity Investments May 2013 - January 2015
The Lab Consulting August 2011 - March 2012
Baker Hughes September 2009 - March 2010
Texas A&M University March 2009 - August 2009
Target May 2006 - August 2006
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Process Improvement, Public Speaking, Visio, Business Analysis, Mac OS X, Sales, Windows 7, Data Analysis, Technical Writing, Windows, Marketing, VBA, HTML, Troubleshooting, Computer Hardware, SQL, Access, OS X, Microsoft Excel, Project Management, IT Operations, Management, Analysis, CSS
Education
University of Houston-Victoria 2010 — 2013
B.S., Computer Information Systems
Texas A&M University College 2005 — 2009
Bachelor, Technology Management
elkins
Nik Meurer Nik Meurer's Fidelity Investments Experience February 2007 - March 2011
Job Report Developer/Data Analyst at Microsoft Corporation (via 110 Consulting)
Industry Information Technology and Services
Experience
Microsoft Corporation (via 110 Consulting) January 2013 - August 2015
Microsoft Corporation (via 110 Consulting) April 2011 - April 2012
Fidelity Investments February 2007 - March 2011
Fidelity Investments October 2005 - February 2007
ARGUS Software February 2003 - July 2005
ARGUS Software August 2000 - February 2003
Skills
Microsoft Excel, VBA, Report Development, Microsoft SQL Server, QA Engineering, Pensions, Testing, Databases, Software Quality..., Integration, Crystal Reports, Quality Assurance, Access, Process Improvement, T-SQL, Agile Methodologies, Test Planning, Programming, Project Management, Analysis, SharePoint, Data Analysis, Troubleshooting, Business Requirements, SQL, Requirements Analysis
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Finance
Microsoft Corporation (via 110 Consulting) January 2013 - August 2015
Microsoft Corporation (via 110 Consulting) April 2011 - April 2012
Fidelity Investments February 2007 - March 2011
Fidelity Investments October 2005 - February 2007
ARGUS Software February 2003 - July 2005
ARGUS Software August 2000 - February 2003
Skills
Microsoft Excel, VBA, Report Development, Microsoft SQL Server, QA Engineering, Pensions, Testing, Databases, Software Quality..., Integration, Crystal Reports, Quality Assurance, Access, Process Improvement, T-SQL, Agile Methodologies, Test Planning, Programming, Project Management, Analysis, SharePoint, Data Analysis, Troubleshooting, Business Requirements, SQL, Requirements Analysis
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Finance
Deb Klasing's Fidelity Investments Experience June 2000 - Present
Job Principal Database Administrator (DB2 for z/OS)
Industry Financial Services
Experience
Fidelity Investments June 2000 - Present
Sabre Holdings June 1996 - June 2000
American Airlines January 1987 - June 1996
Computer Language Research January 1986 - December 1986
State Farm Insurance June 1984 - November 1985
Skills
DB2, DB2/SQL, Database Administration, Database Design, Data Modeling, Systems Analysis, Production Support, OS/390, MVS, IBM Mainframe, IBM Utilities, JCL, TSO, SPUFI, ISPF, Syncsort, COBOL, CLIST, SDSF, SQL, Databases, Mainframe, SDLC
Education
University of Iowa 1981 — 1984
B.S., Computer Science
Fidelity Investments June 2000 - Present
Sabre Holdings June 1996 - June 2000
American Airlines January 1987 - June 1996
Computer Language Research January 1986 - December 1986
State Farm Insurance June 1984 - November 1985
Skills
DB2, DB2/SQL, Database Administration, Database Design, Data Modeling, Systems Analysis, Production Support, OS/390, MVS, IBM Mainframe, IBM Utilities, JCL, TSO, SPUFI, ISPF, Syncsort, COBOL, CLIST, SDSF, SQL, Databases, Mainframe, SDLC
Education
University of Iowa 1981 — 1984
B.S., Computer Science
Jordan Reyes's Fidelity Investments Experience May 2015 - Present
Job Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Best Buy August 2012 - May 2015
Ace Hardware June 2008 - August 2012
Skills
Fund Accounting, Investment Management, NAV, Mutual Funds, Yields, Securities Regulation, Institutional Accounts, Fund Of Funds, Fund Administration, Institutional..., Asset Management, Account Reconciliation, Portfolio Management, Cash Flow Analysis, Custodians, Foreign Currency..., Currency Exchange, Econometrics, Corporate Finance, Derivatives, Options, Futures Trading, Business Analysis, Financial Economics, Economics, Financial Accounting, Finance, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Outlook, Microsoft Word, Team Leadership, Profit, Customer Service, Social Media, Leadership, Management, Time Management
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Bachelor of Science (B.S.), Economics, Finance
Fidelity Investments May 2015 - Present
Best Buy August 2012 - May 2015
Ace Hardware June 2008 - August 2012
Skills
Fund Accounting, Investment Management, NAV, Mutual Funds, Yields, Securities Regulation, Institutional Accounts, Fund Of Funds, Fund Administration, Institutional..., Asset Management, Account Reconciliation, Portfolio Management, Cash Flow Analysis, Custodians, Foreign Currency..., Currency Exchange, Econometrics, Corporate Finance, Derivatives, Options, Futures Trading, Business Analysis, Financial Economics, Economics, Financial Accounting, Finance, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Outlook, Microsoft Word, Team Leadership, Profit, Customer Service, Social Media, Leadership, Management, Time Management
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Bachelor of Science (B.S.), Economics, Finance
Richard Stein Richard Stein's Fidelity Investments Experience 2006 - 2010
Job National Team Leader Pension Technology & Administration Solutions at Towers Watson
Industry Outsourcing/Offshoring
Experience
Towers Watson August 2011 - Present
Bank of America March 2011 - August 2011
Fidelity Investments 2006 - 2010
Fidelity Investments 2001 - 2006
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Unitrin, Inc. 1990 - 1996
Skills
Vendor Management, Relationship Management, Strategic Planning, Project Management, Mergers, Strategic Communications, Retirement Planning, Union, Process Improvement, Employee Benefits, Outsourcing, Change Management, Management, Team Leadership, Mergers & Acquisitions, Strategy, Program Management, Governance, Employee Relations, Business Process, Business Process..., Project Portfolio..., Human Resources, Business Planning, Cross-functional Team..., Call Centers, Leadership, Consulting, Performance Management, Service Delivery, Employee Engagement, CRM, Organizational...
Education
University of Illinois at Urbana-Champaign
Bachelor of Science in Business Administration, Industrial Psychology
Towers Watson August 2011 - Present
Bank of America March 2011 - August 2011
Fidelity Investments 2006 - 2010
Fidelity Investments 2001 - 2006
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Unitrin, Inc. 1990 - 1996
Skills
Vendor Management, Relationship Management, Strategic Planning, Project Management, Mergers, Strategic Communications, Retirement Planning, Union, Process Improvement, Employee Benefits, Outsourcing, Change Management, Management, Team Leadership, Mergers & Acquisitions, Strategy, Program Management, Governance, Employee Relations, Business Process, Business Process..., Project Portfolio..., Human Resources, Business Planning, Cross-functional Team..., Call Centers, Leadership, Consulting, Performance Management, Service Delivery, Employee Engagement, CRM, Organizational...
Education
University of Illinois at Urbana-Champaign
Bachelor of Science in Business Administration, Industrial Psychology
Dan Dodillet's Fidelity Investments Experience 1998 - 2002
Job Director, Midwest Sales
Industry Financial Services
Experience
John Hancock Retirement Plan Services June 2005 - Present
Banc of America Capital Management 2002 - 2005
Fidelity Investments 1998 - 2002
Metropolitan Life Insurance Company 1992 - 1998
Hartford Financial Services Group 1988 - 1992
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., Economics
John Hancock Retirement Plan Services June 2005 - Present
Banc of America Capital Management 2002 - 2005
Fidelity Investments 1998 - 2002
Metropolitan Life Insurance Company 1992 - 1998
Hartford Financial Services Group 1988 - 1992
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., Economics
Shawn Persels's Fidelity Investments Experience September 1993 - January 1998
Job Principal / Director Application, Infrastructure, and Data Architecture
Industry Health, Wellness and Fitness
Experience
Mercer Benefits Administration January 2012 - Present
Raytheon February 2009 - January 2012
MetLife August 1998 - December 2008
Unica January 1999 - August 1999
Fidelity Investments September 1993 - January 1998
Digital Equipment Corporation January 1983 - August 1993
Skills
Enterprise Architecture, IT Strategy, SOA, Enterprise Software, System Architecture, Solution Architecture, Digital Imaging, Software Development, Cloud Computing, Project Portfolio..., Requirements Analysis, PMP, Web Services, Architecture, Software Project..., Architectures, Integration, SDLC, Agile Project Management, Data Warehousing, Application Architecture, Information Technology, Agile Methodologies, IT Management, Leadership, Governance, Management, Business Intelligence, Business Analysis, Vendor Management, Program Management, Business Process..., SaaS, IT Infrastructure..., Systems Analysis, Java Enterprise Edition, Strategy
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Computer Science
Mercer Benefits Administration January 2012 - Present
Raytheon February 2009 - January 2012
MetLife August 1998 - December 2008
Unica January 1999 - August 1999
Fidelity Investments September 1993 - January 1998
Digital Equipment Corporation January 1983 - August 1993
Skills
Enterprise Architecture, IT Strategy, SOA, Enterprise Software, System Architecture, Solution Architecture, Digital Imaging, Software Development, Cloud Computing, Project Portfolio..., Requirements Analysis, PMP, Web Services, Architecture, Software Project..., Architectures, Integration, SDLC, Agile Project Management, Data Warehousing, Application Architecture, Information Technology, Agile Methodologies, IT Management, Leadership, Governance, Management, Business Intelligence, Business Analysis, Vendor Management, Program Management, Business Process..., SaaS, IT Infrastructure..., Systems Analysis, Java Enterprise Edition, Strategy
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Computer Science
Michael Malinin Michael Malinin's Fidelity Investments Experience May 2010 - August 2010
Job Senior Software Engineer at Vistaprint
Industry Computer Software
Experience
Vistaprint September 2012 - Present
Vistaprint June 2011 - August 2011
Fidelity Investments May 2010 - August 2010
University of Illinois August 2009 - May 2010
ICAM Institute June 2009 - July 2009
Skills
Java, C++, C, Python, SQL, HTML, Visual Studio, Mathematica, Eclipse, Dreamweaver, C#
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science, Computer Science
Vistaprint September 2012 - Present
Vistaprint June 2011 - August 2011
Fidelity Investments May 2010 - August 2010
University of Illinois August 2009 - May 2010
ICAM Institute June 2009 - July 2009
Skills
Java, C++, C, Python, SQL, HTML, Visual Studio, Mathematica, Eclipse, Dreamweaver, C#
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science, Computer Science
Teresa Robinson Pelletier Teresa Robinson Pelletier's Fidelity Investments Experience July 2012 - Present
Job Community Relations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
New Hampshire Union Leader 2004 - July 2012
Lifetouch Publishing December 2001 - June 2004
Foster's Daily Democrat 1997 - 2001
Skills
Community Relations, Event Planning, Writing Skills, Community Outreach, Fundraising, Sponsorship, Non-profits, Journalism, Volunteer Management, Committees, Public Relations, Press Releases, Newspaper, Event Management, Media Relations, Writing, Public Speaking, Community Development, Social Media, Blogging, Copywriting, Nonprofits, Corporate Communications, AP Style, Editing, Proofreading, News Writing, Copy Editing, Leadership, Newspapers, Newsletters, Internal Communications, Magazines, Facebook, Online Journalism, Politics, Web Content Management, Editorial, Publications, Social Networking, Speech Writing, Strategic Communications, Storytelling, Feature Articles
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science, Journalism
Fidelity Investments July 2012 - Present
New Hampshire Union Leader 2004 - July 2012
Lifetouch Publishing December 2001 - June 2004
Foster's Daily Democrat 1997 - 2001
Skills
Community Relations, Event Planning, Writing Skills, Community Outreach, Fundraising, Sponsorship, Non-profits, Journalism, Volunteer Management, Committees, Public Relations, Press Releases, Newspaper, Event Management, Media Relations, Writing, Public Speaking, Community Development, Social Media, Blogging, Copywriting, Nonprofits, Corporate Communications, AP Style, Editing, Proofreading, News Writing, Copy Editing, Leadership, Newspapers, Newsletters, Internal Communications, Magazines, Facebook, Online Journalism, Politics, Web Content Management, Editorial, Publications, Social Networking, Speech Writing, Strategic Communications, Storytelling, Feature Articles
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science, Journalism
Carrie Wilkosz Carrie Wilkosz's Fidelity Investments Experience May 2002 - September 2003
Job Human Resources Professional
Industry Human Resources
Experience
Fidelity Investments May 2002 - September 2003
Fidelity Investments March 2001 - May 2002
Fidelity Investments July 2000 - March 2001
Northern Trust November 1999 - July 2000
Northern Trust January 1998 - November 1999
Education
University of Illinois at Urbana-Champaign
B.S, Cell Biology
Fidelity Investments May 2002 - September 2003
Fidelity Investments March 2001 - May 2002
Fidelity Investments July 2000 - March 2001
Northern Trust November 1999 - July 2000
Northern Trust January 1998 - November 1999
Education
University of Illinois at Urbana-Champaign
B.S, Cell Biology
J. David Conterio's Fidelity Investments Experience May 1986 - October 1987
Job Senior Vice President & Trust Officer at Hometown National Bank National Bank Illinois
Industry Banking
Experience
Hometown National Bank Illinois April 2010 - Present
Palos Bank and Trust January 2008 - April 2010
Centrue Bank (formerly UnionBank) January 2005 - June 2007
Great Lakes Trust Company August 1998 - June 2003
Security Federal Bank January 1997 - August 1998
First American Bank January 1995 - February 1997
First Chicago Bank October 1987 - January 1995
Fidelity Investments May 1986 - October 1987
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Arts, Political Science/Economics
Thornwood High School
Hometown National Bank Illinois April 2010 - Present
Palos Bank and Trust January 2008 - April 2010
Centrue Bank (formerly UnionBank) January 2005 - June 2007
Great Lakes Trust Company August 1998 - June 2003
Security Federal Bank January 1997 - August 1998
First American Bank January 1995 - February 1997
First Chicago Bank October 1987 - January 1995
Fidelity Investments May 1986 - October 1987
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Arts, Political Science/Economics
Thornwood High School
Reshma Patil Reshma Patil's Fidelity Investments Experience August 2006 - July 2008
Job Business Operations Manager / Product Manager at Cisco Systems
Industry Computer Software
Experience
Cisco Systems June 2011 - Present
Cybersoft Technologies Inc June 2011 - Present
Junction Solutions June 2010 - December 2010
Illinois Informatics Institute 2009 - 2010
Illinois Business Consulting January 2009 - August 2009
Sears Holdings Corporation May 2009 - July 2009
Fidelity Investments August 2006 - July 2008
Novellus Systems August 2003 - July 2006
Skills
Operational Excellence, Product Management, Financial Analysis, Business Analysis, Project Management, Requirements Gathering, Business Process..., Fit/Gap Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2010
MBA, Operations & General Management
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering, Computer Science
Cisco Systems June 2011 - Present
Cybersoft Technologies Inc June 2011 - Present
Junction Solutions June 2010 - December 2010
Illinois Informatics Institute 2009 - 2010
Illinois Business Consulting January 2009 - August 2009
Sears Holdings Corporation May 2009 - July 2009
Fidelity Investments August 2006 - July 2008
Novellus Systems August 2003 - July 2006
Skills
Operational Excellence, Product Management, Financial Analysis, Business Analysis, Project Management, Requirements Gathering, Business Process..., Fit/Gap Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2010
MBA, Operations & General Management
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering, Computer Science
Sandra Reese's Fidelity Investments Experience January 2004 - November 2004
Job Business Development Consultant; Selfdirected IRA/Alternative Asset Investments Expert; Certified Financial Educator
Industry Financial Services
Experience
Independent Consultant, Specialized Financial Services April 2013 - Present
Millennium Trust September 2007 - April 2013
Bedford Lending January 2007 - April 2007
Centrix Bank April 2006 - December 2006
Pensco Trust January 2005 - April 2006
Fidelity Investments January 2004 - November 2004
LamarTech October 2001 - December 2003
Natural Microsystems December 1999 - October 2001
Aspect Software (formerly Voicetek) February 1994 - August 1998
Skills
Alternative Investments, Presentation Development, Business Strategy, New Business Development, Sales Rep Training, Sales Management, Product Development, Product Management, product marketing, Strategic Partnerships, Sales Compensation, White Papers, Newsletters, Composing Press Releases, Collateral Writing, Entrepreneurship, Business Relationship..., Call center start-up, Webinar Development, Professional..., Self Directed IRA, Real Estate License, RIAs, Business Development, Product Marketing, IRAs, Financial Services, Finance, Marketing, Strategy, Start-ups, Series 63, Series 7, Business Planning, Holistic Financial..., Financial Planning, Educational Consulting, Management, Investments, Leadership, Sales
Education
University of Illinois at Chicago
BA, Liberal Arts
Independent Consultant, Specialized Financial Services April 2013 - Present
Millennium Trust September 2007 - April 2013
Bedford Lending January 2007 - April 2007
Centrix Bank April 2006 - December 2006
Pensco Trust January 2005 - April 2006
Fidelity Investments January 2004 - November 2004
LamarTech October 2001 - December 2003
Natural Microsystems December 1999 - October 2001
Aspect Software (formerly Voicetek) February 1994 - August 1998
Skills
Alternative Investments, Presentation Development, Business Strategy, New Business Development, Sales Rep Training, Sales Management, Product Development, Product Management, product marketing, Strategic Partnerships, Sales Compensation, White Papers, Newsletters, Composing Press Releases, Collateral Writing, Entrepreneurship, Business Relationship..., Call center start-up, Webinar Development, Professional..., Self Directed IRA, Real Estate License, RIAs, Business Development, Product Marketing, IRAs, Financial Services, Finance, Marketing, Strategy, Start-ups, Series 63, Series 7, Business Planning, Holistic Financial..., Financial Planning, Educational Consulting, Management, Investments, Leadership, Sales
Education
University of Illinois at Chicago
BA, Liberal Arts
Thad Haas's Fidelity Investments Experience June 2007 - June 2008
Job Retirement Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson July 2008 - Present
Fidelity Investments June 2007 - June 2008
Watson Wyatt Worldwide March 2004 - June 2007
Skills
Employee Benefits, Pension Administration, Retirement, Defined Benefit, Pension Funds, Process Improvement, Analysis, Actuarial Science, Actuarial Consulting, Pensions
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (BS), Actuarial Science
Towers Watson July 2008 - Present
Fidelity Investments June 2007 - June 2008
Watson Wyatt Worldwide March 2004 - June 2007
Skills
Employee Benefits, Pension Administration, Retirement, Defined Benefit, Pension Funds, Process Improvement, Analysis, Actuarial Science, Actuarial Consulting, Pensions
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (BS), Actuarial Science
Temitope Ayoola's Fidelity Investments Experience August 2007 - November 2013
Job Senior Analyst, Invesco
Industry Investment Management
Experience
Fidelity Investments August 2007 - November 2013
Morgan Stanley Investments May 2005 - August 2007
JP Morgan Chase Bank November 2002 - May 2005
Merrill Lynch Investments June 2003 - December 2003
Skills
Equities, Bloomberg, Derivatives, Finance, Fixed Income, Mutual Funds, Financial Analysis, Securities, Asset Allocation, VBA, Series 63, Capital Markets, Credit, Valuation, Corporate Finance, Series 7, Investments, Alternative Investments, Hedge Funds, Investment Banking, Microsoft Excel VBA Guru, Microsoft Excel, Asset Management, Lipper, StatPro, Zephyr Style Advisor, Morningstar Direct, Eagle PACE, Java, GIPS Compliance, Performance Attribution, Portfolio Performance..., Portfolio Optimization, Oracle SQL Developer, Shell Scripting, VBScript, VB.NET, Scripting, Asset Managment, Equity Research, Bonds, Microsoft Office, Access, Data Modeling, Data Analysis, Trend Analysis, Trend Forecasting, FX Options, Currency Futures, Managed Futures
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Finance
Fidelity Investments August 2007 - November 2013
Morgan Stanley Investments May 2005 - August 2007
JP Morgan Chase Bank November 2002 - May 2005
Merrill Lynch Investments June 2003 - December 2003
Skills
Equities, Bloomberg, Derivatives, Finance, Fixed Income, Mutual Funds, Financial Analysis, Securities, Asset Allocation, VBA, Series 63, Capital Markets, Credit, Valuation, Corporate Finance, Series 7, Investments, Alternative Investments, Hedge Funds, Investment Banking, Microsoft Excel VBA Guru, Microsoft Excel, Asset Management, Lipper, StatPro, Zephyr Style Advisor, Morningstar Direct, Eagle PACE, Java, GIPS Compliance, Performance Attribution, Portfolio Performance..., Portfolio Optimization, Oracle SQL Developer, Shell Scripting, VBScript, VB.NET, Scripting, Asset Managment, Equity Research, Bonds, Microsoft Office, Access, Data Modeling, Data Analysis, Trend Analysis, Trend Forecasting, FX Options, Currency Futures, Managed Futures
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Finance
Debbie Ban's Fidelity Investments Experience September 2008 - 2010
Job Mortgage Consultant at Googain, Inc.
Industry Financial Services
Experience
Googain, Inc. 2014 - Present
Blue Cross and Blue Shield 2010 - 2010
Fidelity Investments September 2008 - 2010
Fidelity Investments June 2002 - September 2008
Evergreen Technology Systems, Inc. 1999 - 2002
Chase January 1996 - 1999
Skills
Business Analysis, SDLC, Software Project..., Program Management, Vendor Management, Requirements Analysis, Project Management, Project Portfolio..., Agile Methodologies, Process Improvement, PMP, Business Intelligence, Real Estate Transactions, Human Resources, Business Development, Business Strategy, IT Transformation, Lean Transformation, REO, Refinance, First Time Home Buyers, Investment Properties, Mortgage Lending, Multi-family Investment...
Education
University of Houston 1994 — 1999
BBA, Management & MIS
Googain, Inc. 2014 - Present
Blue Cross and Blue Shield 2010 - 2010
Fidelity Investments September 2008 - 2010
Fidelity Investments June 2002 - September 2008
Evergreen Technology Systems, Inc. 1999 - 2002
Chase January 1996 - 1999
Skills
Business Analysis, SDLC, Software Project..., Program Management, Vendor Management, Requirements Analysis, Project Management, Project Portfolio..., Agile Methodologies, Process Improvement, PMP, Business Intelligence, Real Estate Transactions, Human Resources, Business Development, Business Strategy, IT Transformation, Lean Transformation, REO, Refinance, First Time Home Buyers, Investment Properties, Mortgage Lending, Multi-family Investment...
Education
University of Houston 1994 — 1999
BBA, Management & MIS
Lezette Marion's Fidelity Investments Experience September 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments September 2010 - August 2012
Wells Fargo Bank August 2005 - September 2010
Citibank 2004 - 2005
Education
University of Houston-Clear Lake
Master of Arts (M.A.)
University of Houston
Bachelor of Science (B.S.)
Fidelity Investments September 2012 - Present
Fidelity Investments September 2010 - August 2012
Wells Fargo Bank August 2005 - September 2010
Citibank 2004 - 2005
Education
University of Houston-Clear Lake
Master of Arts (M.A.)
University of Houston
Bachelor of Science (B.S.)
Michael Fanous's Fidelity Investments Experience 1994 - 2000
Job Mortgage Loan Originator
Industry Banking
Experience
Luxury Mortgage Corp March 2015 - Present
Sterling National Mortgage July 2006 - March 2015
Revit/Autodesk 2000 - 2004
Fidelity Investments 1994 - 2000
Education
University of Hartford 1988 — 1992
Thayer Academy 1985 — 1988
Luxury Mortgage Corp March 2015 - Present
Sterling National Mortgage July 2006 - March 2015
Revit/Autodesk 2000 - 2004
Fidelity Investments 1994 - 2000
Education
University of Hartford 1988 — 1992
Thayer Academy 1985 — 1988
Sean Glynn's Fidelity Investments Experience 2002 - 2004
Job Partner at Galway Realty LLC
Industry Construction
Experience
Galway Realty June 2008 - Present
Alumni50 July 2009 - January 2011
Fidelity Investments 2002 - 2004
Smythe Dorward Lambert 1999 - 2002
Bank of Boston 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
Management, Real Estate Development, Construction, Real Estate Transactions, Investors, Training, Organizational..., Property, Project Management, Strategic Planning, Program Management, Leadership, Leadership Development, New Business Development, Change Management, Employee Engagement
Education
University of Hartford 1994 — 1996
MSOB, Organizational Development
University of Massachusetts at Lowell 1989 — 1994
Bachelor of Arts, Psychology
Norwood High School 1985 — 1989
Galway Realty June 2008 - Present
Alumni50 July 2009 - January 2011
Fidelity Investments 2002 - 2004
Smythe Dorward Lambert 1999 - 2002
Bank of Boston 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
Management, Real Estate Development, Construction, Real Estate Transactions, Investors, Training, Organizational..., Property, Project Management, Strategic Planning, Program Management, Leadership, Leadership Development, New Business Development, Change Management, Employee Engagement
Education
University of Hartford 1994 — 1996
MSOB, Organizational Development
University of Massachusetts at Lowell 1989 — 1994
Bachelor of Arts, Psychology
Norwood High School 1985 — 1989
Aria Smith's Fidelity Investments Experience December 2006 - December 2009
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2011 - Present
VyStar Credit Union May 2010 - October 2011
Fidelity Investments December 2006 - December 2009
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Merrill Edge October 2011 - Present
VyStar Credit Union May 2010 - October 2011
Fidelity Investments December 2006 - December 2009
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Scott Eckhart's Fidelity Investments Experience July 2011 - Present
Job Senior Vice President, Benefits Consulting at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments June 2007 - September 2011
ACS June 2005 - June 2007
Affiliated Computer Services, Inc. 2005 - 2007
ACS / Mellon 2002 - 2007
PricewaterhouseCoopers 1999 - 2002
Hewitt Associates January 1995 - June 1998
Skills
Defined Benefit, Process Improvement, Employee Benefits, Outsourcing, Change Management, Benefits Administration, Program Management, PMP, Risk Management, Project Management, Management Consulting, Talent Management, Relationship Management, HR Consulting, PMO, Cross-functional Team..., Full P&L Responsibility, Organizational Structure, Business Process..., Vendor Management
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BS Finance, UI Business School - Finance
Fidelity Investments July 2011 - Present
Fidelity Investments June 2007 - September 2011
ACS June 2005 - June 2007
Affiliated Computer Services, Inc. 2005 - 2007
ACS / Mellon 2002 - 2007
PricewaterhouseCoopers 1999 - 2002
Hewitt Associates January 1995 - June 1998
Skills
Defined Benefit, Process Improvement, Employee Benefits, Outsourcing, Change Management, Benefits Administration, Program Management, PMP, Risk Management, Project Management, Management Consulting, Talent Management, Relationship Management, HR Consulting, PMO, Cross-functional Team..., Full P&L Responsibility, Organizational Structure, Business Process..., Vendor Management
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BS Finance, UI Business School - Finance
Amy Madson's Fidelity Investments Experience May 2007 - Present
Job Communications Manager at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments May 2007 - Present
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Fidelity Investments May 2007 - Present
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Kalyani Koppisetti's Fidelity Investments Experience May 2000 - Present
Job Director at Fidelity
Industry Financial Services
Experience
Fidelity Investments May 2000 - Present
AINS India 1997 - 1998
Skills
Fixed Income, Software Project..., Requirements Analysis, Capital Markets, Electronic Trading, Bloomberg, Requirements Gathering, Project Portfolio..., Java, Project Management, Trading Systems, SDLC, Business Analysis, Software Development, Business Intelligence
Education
University of Hyderabad 1994 — 1997
MCA, computer science
Osmania University 1991 — 1994
Bsc, Statistics
Fidelity Investments May 2000 - Present
AINS India 1997 - 1998
Skills
Fixed Income, Software Project..., Requirements Analysis, Capital Markets, Electronic Trading, Bloomberg, Requirements Gathering, Project Portfolio..., Java, Project Management, Trading Systems, SDLC, Business Analysis, Software Development, Business Intelligence
Education
University of Hyderabad 1994 — 1997
MCA, computer science
Osmania University 1991 — 1994
Bsc, Statistics
Diana (Roos) Fitzgerald's Fidelity Investments Experience July 1999 - April 2005
Job Magnetar Capital
Industry Financial Services
Experience
Magnetar Capital November 2013 - Present
Northern Trust Hedge Fund Services July 2011 - November 2013
Citadel LLC April 2005 - July 2011
Fidelity Investments July 1999 - April 2005
Arthur Andersen & Co. 1996 - 1999
Skills
Derivatives, Financial Analysis, Financial Reporting, Hedge Funds, Fixed Income Products, Broker-Dealers, Regulatory Reporting, Financial Systems..., Business Systems..., Fixed Income, Asset Management, Investment Management, Equities, Bloomberg, Financial Services, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science (B.S.), Accounting
Magnetar Capital November 2013 - Present
Northern Trust Hedge Fund Services July 2011 - November 2013
Citadel LLC April 2005 - July 2011
Fidelity Investments July 1999 - April 2005
Arthur Andersen & Co. 1996 - 1999
Skills
Derivatives, Financial Analysis, Financial Reporting, Hedge Funds, Fixed Income Products, Broker-Dealers, Regulatory Reporting, Financial Systems..., Business Systems..., Fixed Income, Asset Management, Investment Management, Equities, Bloomberg, Financial Services, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science (B.S.), Accounting
James Durchenwald's Fidelity Investments Experience June 2011 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2011 - Present
HirePointe Management Group, LLC June 2011 - July 2012
Benefit Outsourcing Solutions February 2008 - May 2011
Chimes/ECG 2001 - 2008
Murl.com 1999 - 2000
MCI January 1997 - August 1999
Skills
Software Development, Web Applications, SQL, Quality Assurance, JavaScript, Requirements Analysis, Databases, Employee Benefits, SDLC, Microsoft SQL Server, Personnel Management, Oracle, Project Management, Requirements Gathering
Education
University of Iowa 1993 — 1997
MSE, Chemical Engineering
University of Iowa 1989 — 1993
BSE, Chemical Engineering
Anamosa High School 1985 — 1989
Fidelity Investments June 2011 - Present
HirePointe Management Group, LLC June 2011 - July 2012
Benefit Outsourcing Solutions February 2008 - May 2011
Chimes/ECG 2001 - 2008
Murl.com 1999 - 2000
MCI January 1997 - August 1999
Skills
Software Development, Web Applications, SQL, Quality Assurance, JavaScript, Requirements Analysis, Databases, Employee Benefits, SDLC, Microsoft SQL Server, Personnel Management, Oracle, Project Management, Requirements Gathering
Education
University of Iowa 1993 — 1997
MSE, Chemical Engineering
University of Iowa 1989 — 1993
BSE, Chemical Engineering
Anamosa High School 1985 — 1989
Bradley Fincher's Fidelity Investments Experience August 2009 - June 2010
Job Network Engineer at BB&T
Industry Telecommunications
Experience
BB&T January 2012 - Present
Fidelity Investments August 2009 - June 2010
Fidelity Investments August 2008 - February 2009
AT&T January 2007 - August 2008
Verizon Business August 2006 - January 2007
Wake County Government February 2006 - August 2006
Progress Energy Service Company January 1998 - January 2005
Weavexx, Inc January 1991 - January 1998
Education
Newman College, Jefferson
Business Management
Roane State Community College
University of Illinois at Urbana-Champaign
Vernon Regional Junior College
Business Admin
BB&T January 2012 - Present
Fidelity Investments August 2009 - June 2010
Fidelity Investments August 2008 - February 2009
AT&T January 2007 - August 2008
Verizon Business August 2006 - January 2007
Wake County Government February 2006 - August 2006
Progress Energy Service Company January 1998 - January 2005
Weavexx, Inc January 1991 - January 1998
Education
Newman College, Jefferson
Business Management
Roane State Community College
University of Illinois at Urbana-Champaign
Vernon Regional Junior College
Business Admin
Sue Simon's Fidelity Investments Experience March 2008 - February 2009
Job Regional Wealth Practice Leader, Buck Consultants
Industry Financial Services
Experience
Buck Consultants at Xerox January 2015 - Present
Prudential Retire July 2011 - December 2014
Mercer March 2011 - July 2011
Mercer April 2009 - March 2011
Fidelity Investments March 2008 - February 2009
Chicago Mercantile Exchange September 2005 - March 2008
Towers Perrin December 1997 - March 2005
KPMG Peat Marwick June 1990 - November 1997
Skills
Defined Benefit, Executive Pay, Pensions, Employee Benefits, Retirement, 401k, Defined Contribution, Actuarial Science, ERISA, Pension Funds, Pension Administration, Benefits Administration, Qualified Retirement..., Retirement Plan...
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Actuarial Science
Willowbrook HS 1982 — 1986
Buck Consultants at Xerox January 2015 - Present
Prudential Retire July 2011 - December 2014
Mercer March 2011 - July 2011
Mercer April 2009 - March 2011
Fidelity Investments March 2008 - February 2009
Chicago Mercantile Exchange September 2005 - March 2008
Towers Perrin December 1997 - March 2005
KPMG Peat Marwick June 1990 - November 1997
Skills
Defined Benefit, Executive Pay, Pensions, Employee Benefits, Retirement, 401k, Defined Contribution, Actuarial Science, ERISA, Pension Funds, Pension Administration, Benefits Administration, Qualified Retirement..., Retirement Plan...
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Actuarial Science
Willowbrook HS 1982 — 1986
Jennifer Hanau's Fidelity Investments Experience February 2011 - Present
Job Vice President, Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Schwab Institutional February 2004 - February 2011
Nordstrom 2003 - 2004
Strategic Capital Trust Company 1999 - 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science, Finance
Fidelity Investments February 2011 - Present
Schwab Institutional February 2004 - February 2011
Nordstrom 2003 - 2004
Strategic Capital Trust Company 1999 - 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science, Finance
Janet Burt's Fidelity Investments Experience June 1997 - October 2006
Job Vice President, WL Benefits Group, Inc., Vice President, SaveUp Inc.
Industry Real Estate
Experience
Fidelity Investments June 1997 - October 2006
Skills
Defined Benefit, Retirement, 401k, ERISA, Mutual Funds, Investments, Series 7, Financial Services, Asset Management, Uniform Combined State..., Strategic Planning, Series 63, Retirement Planning, Portfolio Management, Series 6
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Fidelity Investments June 1997 - October 2006
Skills
Defined Benefit, Retirement, 401k, ERISA, Mutual Funds, Investments, Series 7, Financial Services, Asset Management, Uniform Combined State..., Strategic Planning, Series 63, Retirement Planning, Portfolio Management, Series 6
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Layla Hallaq's Fidelity Investments Experience July 2012 - Present
Job Executive Assistant
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
proHR December 2011 - July 2012
Axial Biotech 2008 - December 2011
Chevron Pipe Line November 2007 - March 2008
FranklinCovey February 2001 - November 2007
Franklin Covey 2001 - 2007
The Associates 1994 - 2001
Skills
Administrative Support, Outlook, Event Planning, Office Management, Microsoft Office, Edgar Filing, Budgets, Administrative..., Friendly Personality, Human Resources, Management, Team Building, Time Management, Training, Recruiting
Education
University of Idaho
Music Performance & Education
Fidelity Investments July 2012 - Present
proHR December 2011 - July 2012
Axial Biotech 2008 - December 2011
Chevron Pipe Line November 2007 - March 2008
FranklinCovey February 2001 - November 2007
Franklin Covey 2001 - 2007
The Associates 1994 - 2001
Skills
Administrative Support, Outlook, Event Planning, Office Management, Microsoft Office, Edgar Filing, Budgets, Administrative..., Friendly Personality, Human Resources, Management, Team Building, Time Management, Training, Recruiting
Education
University of Idaho
Music Performance & Education
Shandra Booker's Fidelity Investments Experience 1996 - 2000
Job Banking Professional
Industry Banking
Experience
JPMorgan Chase April 2008 - Present
First Command Financial Planning June 2007 - February 2008
Bank of America 2000 - 2007
Fidelity Investments 1996 - 2000
Skills
Banking, Investments, Financial Risk, Asset Management, Finance, Mutual Funds, Analysis, Training, Trading, Customer Service, Risk Management, Wealth Management, Team Building, Financial Services, Relationship Management
Education
University of Houston 1991 — 1995
BBA, Finance and Management
JPMorgan Chase April 2008 - Present
First Command Financial Planning June 2007 - February 2008
Bank of America 2000 - 2007
Fidelity Investments 1996 - 2000
Skills
Banking, Investments, Financial Risk, Asset Management, Finance, Mutual Funds, Analysis, Training, Trading, Customer Service, Risk Management, Wealth Management, Team Building, Financial Services, Relationship Management
Education
University of Houston 1991 — 1995
BBA, Finance and Management
Scott Dozier's Fidelity Investments Experience October 2010 - March 2013
Job Vice President of Sales and Marketing at Alliance Benefit Group of Houston
Industry Financial Services
Experience
Alliance Benefit Group of Houston March 2013 - Present
Fidelity Investments October 2010 - March 2013
Houston Wealth Strategies May 2009 - October 2010
LPL Financial June 2007 - October 2010
Sterling Bank June 2007 - May 2009
Merrill Lynch December 2004 - June 2007
Skills
Wealth Management, Investments, Mutual Funds, Investment Advisory, Retirement Planning, 401k, Employee Benefits, Retirement, Asset Management, Portfolio Management, Strategic Financial..., Customer Service, Series 7, Retirement Plan..., Qualified Retirement..., Financial Advisory, Finance, Defined Benefit, Asset Allocation, Series 63, Securities, Alternative Investments, Uniform Combined State..., Financial Planning
Education
University of Houston 1993 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Alliance Benefit Group of Houston March 2013 - Present
Fidelity Investments October 2010 - March 2013
Houston Wealth Strategies May 2009 - October 2010
LPL Financial June 2007 - October 2010
Sterling Bank June 2007 - May 2009
Merrill Lynch December 2004 - June 2007
Skills
Wealth Management, Investments, Mutual Funds, Investment Advisory, Retirement Planning, 401k, Employee Benefits, Retirement, Asset Management, Portfolio Management, Strategic Financial..., Customer Service, Series 7, Retirement Plan..., Qualified Retirement..., Financial Advisory, Finance, Defined Benefit, Asset Allocation, Series 63, Securities, Alternative Investments, Uniform Combined State..., Financial Planning
Education
University of Houston 1993 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Peter Schwarz, MBA, PMP's Fidelity Investments Experience December 2000 - September 2003
Job Implementation Project Manager at ADP
Industry Outsourcing/Offshoring
Experience
ADP July 2012 - Present
Acclaris March 2011 - July 2012
Ceridian July 2004 - March 2011
Z-Tel Communications March 2004 - June 2004
HSN November 2003 - February 2004
Fidelity Investments December 2000 - September 2003
Ceridian November 1996 - November 2000
Skills
Certified Project..., Business Analysis, Visio, Project Management, Requirements Gathering, SDLC, MS Project, Business Process..., Change Management, Agile Methodologies, Call Center, Requirements Analysis, Outsourcing
Education
University of Illinois at Chicago 2002 — 2004
MBA, Marketing and Management Information Systems
University of Illinois at Urbana-Champaign 1987 — 2002
BS, Political Science
ADP July 2012 - Present
Acclaris March 2011 - July 2012
Ceridian July 2004 - March 2011
Z-Tel Communications March 2004 - June 2004
HSN November 2003 - February 2004
Fidelity Investments December 2000 - September 2003
Ceridian November 1996 - November 2000
Skills
Certified Project..., Business Analysis, Visio, Project Management, Requirements Gathering, SDLC, MS Project, Business Process..., Change Management, Agile Methodologies, Call Center, Requirements Analysis, Outsourcing
Education
University of Illinois at Chicago 2002 — 2004
MBA, Marketing and Management Information Systems
University of Illinois at Urbana-Champaign 1987 — 2002
BS, Political Science
Richard Barritt's Fidelity Investments Experience April 1997 - June 2008
Job Software Development Manager, Tech Lead
Industry Computer Software
Experience
Lincoln Financial Group July 2008 - Present
Fidelity Investments April 1997 - June 2008
Voicetek, Corp. September 1995 - April 1997
Lockheed Sanders June 1992 - September 1995
Lockheed Missiles & Space June 1987 - June 1992
Skills
Agile Methodologies, Oracle, Cross-functional Team..., Integration, Software Development, Process Improvement, Vendor Management, SDLC, Requirements Analysis, Business Analysis, Project Management, Leadership, Program Management
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Math & Computer Science
Lincoln Financial Group July 2008 - Present
Fidelity Investments April 1997 - June 2008
Voicetek, Corp. September 1995 - April 1997
Lockheed Sanders June 1992 - September 1995
Lockheed Missiles & Space June 1987 - June 1992
Skills
Agile Methodologies, Oracle, Cross-functional Team..., Integration, Software Development, Process Improvement, Vendor Management, SDLC, Requirements Analysis, Business Analysis, Project Management, Leadership, Program Management
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Math & Computer Science
Bahr Omidfar's Fidelity Investments Experience August 2013 - Present
Job SVP, Quality Assurance and Test at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Rockwell Automation May 2011 - August 2013
Raytheon October 2009 - May 2011
Motorola Mobile Devices October 2008 - October 2009
Motorola Mobile Devices June 2008 - October 2008
Chicago Quality Assurance Association / Institute January 2002 - January 2008
Motorola Mobile Devices 2004 - 2005
motorola 2003 - 2004
motorola 2002 - 2003
motorola 1999 - 2002
Skills
Six Sigma, Software, Program Management, Quality Assurance, Reliability Engineering, Testing, Process Improvement, Product Management, Quality Management, Cross-functional Team..., Lean Manufacturing, Engineering Management, Quality System, Leadership, Manufacturing, Continuous Improvement, Integration, Strategy, Change Management, Product Development, Business Process, Software Development, DMAIC
Education
University of Phoenix
MS, Computer Information Systems
University of Iowa
BS, EE
Fidelity Investments August 2013 - Present
Rockwell Automation May 2011 - August 2013
Raytheon October 2009 - May 2011
Motorola Mobile Devices October 2008 - October 2009
Motorola Mobile Devices June 2008 - October 2008
Chicago Quality Assurance Association / Institute January 2002 - January 2008
Motorola Mobile Devices 2004 - 2005
motorola 2003 - 2004
motorola 2002 - 2003
motorola 1999 - 2002
Skills
Six Sigma, Software, Program Management, Quality Assurance, Reliability Engineering, Testing, Process Improvement, Product Management, Quality Management, Cross-functional Team..., Lean Manufacturing, Engineering Management, Quality System, Leadership, Manufacturing, Continuous Improvement, Integration, Strategy, Change Management, Product Development, Business Process, Software Development, DMAIC
Education
University of Phoenix
MS, Computer Information Systems
University of Iowa
BS, EE
Meaghan (Hennessy) Blake's Fidelity Investments Experience March 2002 - February 2005
Job Independent Project Manager
Industry Program Development
Experience
The Produce Box November 2014 - Present
Fidelity Investments March 2002 - February 2005
Frictionless Commerce November 1999 - October 2001
FirstSense Software September 1998 - November 1999
Platinum Technology January 1995 - July 1998
Seagate Software April 1994 - January 1996
Skills
Business Analysis, Program Management, Software Project..., Project Implementation, User Acceptance Testing, Business Relationship..., Partner Relationship..., Business Requirements, Product Requirements, Product Management, Cross Functional Team..., Databases, Vendor Management, Team Leadership, Software Development, Integration, Partner Management, Business Intelligence, IT Management, IT Strategy, CRM, ERP, Management, Business Process..., Process Improvement, Professional Services, Project Management, SDLC, Outsourcing, Agile Methodologies, Project Portfolio...
Education
University of Illinois at Urbana-Champaign 1990 — 1993
BA, English, Rhetoric
The Produce Box November 2014 - Present
Fidelity Investments March 2002 - February 2005
Frictionless Commerce November 1999 - October 2001
FirstSense Software September 1998 - November 1999
Platinum Technology January 1995 - July 1998
Seagate Software April 1994 - January 1996
Skills
Business Analysis, Program Management, Software Project..., Project Implementation, User Acceptance Testing, Business Relationship..., Partner Relationship..., Business Requirements, Product Requirements, Product Management, Cross Functional Team..., Databases, Vendor Management, Team Leadership, Software Development, Integration, Partner Management, Business Intelligence, IT Management, IT Strategy, CRM, ERP, Management, Business Process..., Process Improvement, Professional Services, Project Management, SDLC, Outsourcing, Agile Methodologies, Project Portfolio...
Education
University of Illinois at Urbana-Champaign 1990 — 1993
BA, English, Rhetoric
Kate Beck-Korst's Fidelity Investments Experience November 2005 - December 2010
Job Senior Consultant at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems April 2014 - Present
Key Bank April 2011 - Present
Antaean Solutions January 2000 - Present
Fidelity Investments November 2005 - December 2010
National City Bank 2005 - 2005
BISYS Retirement Services 2003 - 2004
CDA Investment Technologies 1989 - 1993
Skills
Securities, Financial Services, Risk Management, Business Requirements, Wealth Management, Investments, Mutual Funds, Retirement, Business Analysis, Banking, Fixed Income, Portfolio Management, Asset Management
Education
University of Illinois at Urbana-Champaign 1974 — 1978
B S, Education
Greenfield High School
SunGard Financial Systems April 2014 - Present
Key Bank April 2011 - Present
Antaean Solutions January 2000 - Present
Fidelity Investments November 2005 - December 2010
National City Bank 2005 - 2005
BISYS Retirement Services 2003 - 2004
CDA Investment Technologies 1989 - 1993
Skills
Securities, Financial Services, Risk Management, Business Requirements, Wealth Management, Investments, Mutual Funds, Retirement, Business Analysis, Banking, Fixed Income, Portfolio Management, Asset Management
Education
University of Illinois at Urbana-Champaign 1974 — 1978
B S, Education
Greenfield High School
William Arnost's Fidelity Investments Experience September 2011 - Present
Job Senior Risk and Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments December 2007 - September 2011
Liberty Mutual Insurance 2004 - 2005
Skills
Essbase, SAS, JMP, JavaScript, VBA, Financial Analysis, Financial Modeling, Regression Analysis, Crystal Ball, Brio Query, Microsoft Excel, PowerPoint
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Finance, Finance
Fidelity Investments September 2011 - Present
Fidelity Investments December 2007 - September 2011
Liberty Mutual Insurance 2004 - 2005
Skills
Essbase, SAS, JMP, JavaScript, VBA, Financial Analysis, Financial Modeling, Regression Analysis, Crystal Ball, Brio Query, Microsoft Excel, PowerPoint
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Finance, Finance
Christy Norris's Fidelity Investments Experience October 1995 - June 1999
Job Director, Training and Development CNO Financial
Industry Insurance
Experience
CNO Financial Group June 1999 - Present
Fidelity Investments October 1995 - June 1999
Huntington National Bank May 1990 - October 1995
Skills
Insurance, Process Improvement, Vendor Management, Change Management, Employee Engagement, Leadership Development, Call Center, Training, Leadership, Coaching, Team Building
Education
University of Indianapolis 2005 — 2008
Bachelor's degree, Organizational Leadership, 4.0
CNO Financial Group June 1999 - Present
Fidelity Investments October 1995 - June 1999
Huntington National Bank May 1990 - October 1995
Skills
Insurance, Process Improvement, Vendor Management, Change Management, Employee Engagement, Leadership Development, Call Center, Training, Leadership, Coaching, Team Building
Education
University of Indianapolis 2005 — 2008
Bachelor's degree, Organizational Leadership, 4.0
Richard Sayre's Fidelity Investments Experience February 2005 - September 2005
Job Senior System Engineer at Computex Inc.
Industry Information Technology and Services
Experience
Computex Technology Solutions November 2013 - Present
Catapult Systems May 2013 - November 2013
Waste Management November 2005 - May 2013
Fidelity Investments February 2005 - September 2005
John Hancock Life Insurance Company (U.S.A.) September 2004 - February 2005
Eagle Global Logistics June 2002 - August 2004
TEKsystems 1997 - 2001
Network Systems Engineering 1995 - 1997
DecisionOne 1994 - 1995
TeleCheck 1992 - 1994
Skills
Windows Server, DNS administration, MCSE, CCNA, Project Management, Active Directory, Microsoft Certified..., Microsoft Exchange, Visio, Blackberry Enterprise..., DNS, Customer Service, Consulting, Enterprise Architecture, Microsoft Office, Network Administration, TCP/IP, User Experience, Networking, PowerPoint, Virtualization, Computer Hardware, Blackberry, Information Technology, Disaster Recovery, SharePoint, Databases, System Administration, Servers
Education
University of Houston-Downtown 2008 — 2013
Bachelor of Business Administration (BBA), Computer Information Systems
Utica College
Computex Technology Solutions November 2013 - Present
Catapult Systems May 2013 - November 2013
Waste Management November 2005 - May 2013
Fidelity Investments February 2005 - September 2005
John Hancock Life Insurance Company (U.S.A.) September 2004 - February 2005
Eagle Global Logistics June 2002 - August 2004
TEKsystems 1997 - 2001
Network Systems Engineering 1995 - 1997
DecisionOne 1994 - 1995
TeleCheck 1992 - 1994
Skills
Windows Server, DNS administration, MCSE, CCNA, Project Management, Active Directory, Microsoft Certified..., Microsoft Exchange, Visio, Blackberry Enterprise..., DNS, Customer Service, Consulting, Enterprise Architecture, Microsoft Office, Network Administration, TCP/IP, User Experience, Networking, PowerPoint, Virtualization, Computer Hardware, Blackberry, Information Technology, Disaster Recovery, SharePoint, Databases, System Administration, Servers
Education
University of Houston-Downtown 2008 — 2013
Bachelor of Business Administration (BBA), Computer Information Systems
Utica College
Jennifer Hickman's Fidelity Investments Experience November 1997 - November 1999
Job Technical Support Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade October 2011 - October 2014
Performance Award Center January 2010 - November 2010
CFJ Manufacturing November 2008 - February 2009
Performance Award Center January 2003 - October 2008
Productivity Point International December 2000 - August 2002
John Jacobs & the Power Team February 2000 - October 2000
Fidelity Investments November 1997 - November 1999
Education
University of Illinois at Urbana-Champaign
Engineering Computer Science
TD Ameritrade October 2014 - Present
TD Ameritrade October 2011 - October 2014
Performance Award Center January 2010 - November 2010
CFJ Manufacturing November 2008 - February 2009
Performance Award Center January 2003 - October 2008
Productivity Point International December 2000 - August 2002
John Jacobs & the Power Team February 2000 - October 2000
Fidelity Investments November 1997 - November 1999
Education
University of Illinois at Urbana-Champaign
Engineering Computer Science
Tom Coll's Fidelity Investments Experience 1999 - 2003
Job Senior Business Analsyt at Stinger Ghaffarian Technologies (SGT)
Industry Information Technology and Services
Experience
Stinger Ghaffarian Technologies (SGT) February 2014 - Present
IIBA Greater Boston Chapter May 2009 - Present
Coll Associates LLC 2003 - Present
American Tower April 2012 - January 2014
MultiPlan March 2011 - March 2012
Doreen Evans Associates January 2010 - March 2011
Boston University Corporate Education Center August 2009 - December 2009
Fidelity Investments 1999 - 2003
Waterfield Technology Group 1994 - 1999
Waterfield Technology 1994 - 1999
Skills
SDLC, Business Requirements, Requirements Analysis, Agile Methodologies, Business Process Design, Data Modeling, UML, Systems Analysis, Microsoft SQL Server, Software Development, RUP, Microsoft Office, Analysis, Quality Center, Business Process..., Agile, Modeling, Rational Rose, SOA, Scrum, Rational XDE, SharePoint, Integration, Leadership, Software Documentation, SQL Server, Rally, Sparx Enterprise...
Education
University of Michigan
MBA, Business Administration and Management, General
University of Illinois at Chicago
BS, Economics and Finance
Stinger Ghaffarian Technologies (SGT) February 2014 - Present
IIBA Greater Boston Chapter May 2009 - Present
Coll Associates LLC 2003 - Present
American Tower April 2012 - January 2014
MultiPlan March 2011 - March 2012
Doreen Evans Associates January 2010 - March 2011
Boston University Corporate Education Center August 2009 - December 2009
Fidelity Investments 1999 - 2003
Waterfield Technology Group 1994 - 1999
Waterfield Technology 1994 - 1999
Skills
SDLC, Business Requirements, Requirements Analysis, Agile Methodologies, Business Process Design, Data Modeling, UML, Systems Analysis, Microsoft SQL Server, Software Development, RUP, Microsoft Office, Analysis, Quality Center, Business Process..., Agile, Modeling, Rational Rose, SOA, Scrum, Rational XDE, SharePoint, Integration, Leadership, Software Documentation, SQL Server, Rally, Sparx Enterprise...
Education
University of Michigan
MBA, Business Administration and Management, General
University of Illinois at Chicago
BS, Economics and Finance
Hong Wei's Fidelity Investments Experience August 1999 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 1999 - Present
Skills
Unix, Vendor Management, ITIL, Solaris Zones, Business Analysis, Requirements Analysis, SDLC, Visio, Disaster Recovery, AIX, Enterprise Architecture, Solaris, Unix Shell Scripting, IT Service Management, IT Operations, Oracle, Integration, Data Center, High Availability, Red Hat Linux
Education
University of Illinois at Urbana-Champaign
Fidelity Investments August 1999 - Present
Skills
Unix, Vendor Management, ITIL, Solaris Zones, Business Analysis, Requirements Analysis, SDLC, Visio, Disaster Recovery, AIX, Enterprise Architecture, Solaris, Unix Shell Scripting, IT Service Management, IT Operations, Oracle, Integration, Data Center, High Availability, Red Hat Linux
Education
University of Illinois at Urbana-Champaign
Mubin Zahir's Fidelity Investments Experience April 2008 - December 2008
Job Senior Business Analyst at DundeeWealth Investment Counsel
Industry Financial Services
Experience
DundeeWealth Investment Counsel January 2012 - Present
Dundee Wealth May 2010 - January 2012
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - April 2008
Merrill Lynch March 2002 - September 2002
Skills
Investments, Asset Managment, Bloomberg, Corporate Finance, Banking, Employee Benefits, Securities, Retirement, Management, Financial Analysis, Asset Management, Mutual Funds, Financial Services, Equities, Pensions, Program Management
Education
University of Houston 1999 — 2004
Bachelor of Business Administration, Finance and MIS
DundeeWealth Investment Counsel January 2012 - Present
Dundee Wealth May 2010 - January 2012
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - April 2008
Merrill Lynch March 2002 - September 2002
Skills
Investments, Asset Managment, Bloomberg, Corporate Finance, Banking, Employee Benefits, Securities, Retirement, Management, Financial Analysis, Asset Management, Mutual Funds, Financial Services, Equities, Pensions, Program Management
Education
University of Houston 1999 — 2004
Bachelor of Business Administration, Finance and MIS
Delrio Morais's Fidelity Investments Experience January 1989 - November 2008
Job Computer Software Professional
Industry Computer Software
Experience
Fidelity Investments January 1989 - November 2008
Education
University of Hertfordshire 1982 — 1986
BSc, Computer Sciences
Fidelity Investments January 1989 - November 2008
Education
University of Hertfordshire 1982 — 1986
BSc, Computer Sciences
Sim Williams's Fidelity Investments Experience July 2001 - Present
Job Principal OS Programmer at Fidelity Investments
Industry Financial Services
Rolf Mogstad's Fidelity Investments Experience May 1994 - May 2000
Job Managing Director at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group July 2007 - Present
New York Life May 2000 - July 2007
Fidelity Investments May 1994 - May 2000
United States Marine Corps June 1987 - May 1993
Skills
Series 6, Series 63, Series 7, 401k, Management, Leadership, Retirement Planning, Alternative Investments, Financial Advisory, Wealth Management, Retirement, Portfolio Management, Asset Allocation, Investments, CRM, Mutual Funds, Equities, Financial Services, Fixed Annuities, Securities, Insurance, Asset Management, Life Insurance, FINRA, Strategic Financial..., Series 24, Investment Advisory, Relationship Management
Education
University of Hartford 1988 — 1994
BS BA, Business, Marketing
MassMutual Financial Group July 2007 - Present
New York Life May 2000 - July 2007
Fidelity Investments May 1994 - May 2000
United States Marine Corps June 1987 - May 1993
Skills
Series 6, Series 63, Series 7, 401k, Management, Leadership, Retirement Planning, Alternative Investments, Financial Advisory, Wealth Management, Retirement, Portfolio Management, Asset Allocation, Investments, CRM, Mutual Funds, Equities, Financial Services, Fixed Annuities, Securities, Insurance, Asset Management, Life Insurance, FINRA, Strategic Financial..., Series 24, Investment Advisory, Relationship Management
Education
University of Hartford 1988 — 1994
BS BA, Business, Marketing
Scott Monroe's Fidelity Investments Experience October 2002 - October 2005
Job VP Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2005 - Present
TD Ameritrade Institutional 2005 - Present
Fidelity Investments October 2002 - October 2005
Skills
Series 7, Investment Advisory, Series 63, Institutional Sales, Securities, Risk Management, Mutual Funds, Options, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Management, ETFs, Retirement, FINRA, Wealth Management, Retirement Planning, Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Portfolio Management
Education
University of Hawaii at Manoa 1990 — 1993
BA, International Business
TD Ameritrade 2005 - Present
TD Ameritrade Institutional 2005 - Present
Fidelity Investments October 2002 - October 2005
Skills
Series 7, Investment Advisory, Series 63, Institutional Sales, Securities, Risk Management, Mutual Funds, Options, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Management, ETFs, Retirement, FINRA, Wealth Management, Retirement Planning, Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Portfolio Management
Education
University of Hawaii at Manoa 1990 — 1993
BA, International Business
Amit Kumar Bhuttan's Fidelity Investments Experience March 2014 - January 2015
Job Business System Analyst Manager
Industry Computer Software
Experience
athenahealth January 2015 - Present
Fidelity Investments March 2014 - January 2015
Novartis April 2012 - February 2014
Harvard Business School March 2010 - April 2012
Anthony IT January 2009 - March 2010
Skills
SharePoint, .NET, Agile Methodologies, Microsoft SQL Server, SDLC, SQL, Databases, Business Analysis, Requirements Analysis, XML, Business Intelligence, Software Project..., JavaScript, Management, Requirements Gathering
Education
University of Houston
MS, Electrical and Computer Engg
athenahealth January 2015 - Present
Fidelity Investments March 2014 - January 2015
Novartis April 2012 - February 2014
Harvard Business School March 2010 - April 2012
Anthony IT January 2009 - March 2010
Skills
SharePoint, .NET, Agile Methodologies, Microsoft SQL Server, SDLC, SQL, Databases, Business Analysis, Requirements Analysis, XML, Business Intelligence, Software Project..., JavaScript, Management, Requirements Gathering
Education
University of Houston
MS, Electrical and Computer Engg
Chyoung-Ling Huang's Fidelity Investments Experience 1999 - 2009
Job Software Engineer/Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 1999 - 2009
Education
University of Houston-Clear Lake 1981 — 1984
MA, Computer Science
Fidelity Investments 1999 - 2009
Education
University of Houston-Clear Lake 1981 — 1984
MA, Computer Science
Vivek Desai's Fidelity Investments Experience June 2014 - March 2015
Job Business Analyst
Industry Information Technology and Services
Experience
Hartford Steam Boiler March 2015 - Present
Fidelity Investments June 2014 - March 2015
Wipro June 2012 - March 2014
L&T Infotech March 2011 - June 2012
Skills
PL/SQL, Requirements Analysis, SQL, Healthcare, C++, C, Microsoft Excel, Java, Oracle, SOA, Web Services, Data Analysis
Education
University of Hartford 2007 — 2010
Electrical Engineer
Experimental School
Hartford Steam Boiler March 2015 - Present
Fidelity Investments June 2014 - March 2015
Wipro June 2012 - March 2014
L&T Infotech March 2011 - June 2012
Skills
PL/SQL, Requirements Analysis, SQL, Healthcare, C++, C, Microsoft Excel, Java, Oracle, SOA, Web Services, Data Analysis
Education
University of Hartford 2007 — 2010
Electrical Engineer
Experimental School
Delrio Morais's Fidelity Investments Experience December 1989 - January 2009
Job Computer Software Professional
Industry Computer Software
Experience
Fidelity Investments December 1989 - January 2009
Education
University of Hertfordshire 1982 — 1986
BSc., Computer Science
Fidelity Investments December 1989 - January 2009
Education
University of Hertfordshire 1982 — 1986
BSc., Computer Science
Daniel Jenero's Fidelity Investments Experience January 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
Fidelity Investments July 2013 - May 2014
Fidelity Investments December 2011 - June 2013
Northwestern Mutual June 2010 - October 2011
Skills
Series 7, Series 66, Series 6, Series 63
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Finance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor's, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
Fidelity Investments July 2013 - May 2014
Fidelity Investments December 2011 - June 2013
Northwestern Mutual June 2010 - October 2011
Skills
Series 7, Series 66, Series 6, Series 63
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Finance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor's, Finance
Gretta Uwamwiza's Fidelity Investments Experience April 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Education
University of Houston-Downtown 2009 — 2014
B.B.A
Fidelity Investments April 2015 - Present
Education
University of Houston-Downtown 2009 — 2014
B.B.A
Ananda Mandali's Fidelity Investments Experience June 2012 - Present
Job Principal Database Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments 2007 - June 2012
Skills
Unix, Software Project..., SDLC, SOA, Requirements Analysis, Agile Methodologies, Data Warehousing
Education
University of Hyderabad 1979 — 1981
M.Sc, Physics
University of Hyderabad 1979 — 1981
Fidelity Investments June 2012 - Present
Fidelity Investments 2007 - June 2012
Skills
Unix, Software Project..., SDLC, SOA, Requirements Analysis, Agile Methodologies, Data Warehousing
Education
University of Hyderabad 1979 — 1981
M.Sc, Physics
University of Hyderabad 1979 — 1981
Donna Maley's Fidelity Investments Experience 1988 - 1990
Job Principal at Donahue Maley Team
Industry Real Estate
Experience
Donahue Maley Team December 2010 - Present
Benoit Mizner Simon & Co 2010 - Present
Baring America 1991 - January 1993
Fidelity Investments 1988 - 1990
Skills
Real Estate, Buyer Representation, Investment Properties, Sellers, First Time Home Buyers, Residential Homes, Relocation, Listings
Education
University of Iowa 1982 — 1986
BBA Finance, Finance
Donahue Maley Team December 2010 - Present
Benoit Mizner Simon & Co 2010 - Present
Baring America 1991 - January 1993
Fidelity Investments 1988 - 1990
Skills
Real Estate, Buyer Representation, Investment Properties, Sellers, First Time Home Buyers, Residential Homes, Relocation, Listings
Education
University of Iowa 1982 — 1986
BBA Finance, Finance
Chakravarthi Bathula's Fidelity Investments Experience 1999 - 2001
Job Vice President at J P Morgan Chase
Industry Computer Software
Experience
J.P. Morgan Chase 2011 - Present
J P Morgan Chase 2006 - 2010
J.P. Morgan Chase 2003 - 2006
J.P. Morgan Chase 2001 - 2003
Fidelity Investments 1999 - 2001
Liberty Mutual 1998 - 1999
Citibank Japan 1996 - 1998
Tata Consultancy Services 1995 - 1998
Education
University of Hyderabad 1992 — 1995
Masters in Computer Applications, Master of Computer Applications
Regional Center of Education 1988 — 1992
B.Sc.Ed
J.P. Morgan Chase 2011 - Present
J P Morgan Chase 2006 - 2010
J.P. Morgan Chase 2003 - 2006
J.P. Morgan Chase 2001 - 2003
Fidelity Investments 1999 - 2001
Liberty Mutual 1998 - 1999
Citibank Japan 1996 - 1998
Tata Consultancy Services 1995 - 1998
Education
University of Hyderabad 1992 — 1995
Masters in Computer Applications, Master of Computer Applications
Regional Center of Education 1988 — 1992
B.Sc.Ed
Tao Feng's Fidelity Investments Experience August 2012 - December 2012
Job Master Candidate in Computer Science, University of Illinois
Industry Computer Software
Experience
University of Illinois at Urbana-Champaign June 2013 - January 2015
Akuna Capital November 2013 - August 2014
Fidelity Investments August 2012 - December 2012
Jump Trading, LLC June 2012 - August 2012
Department of Electrical and Computer Engineering, University of Illinois at Urbana-Champaign June 2011 - January 2012
Department of Mathematics, University of Illinois at Urbana Champaign June 2010 - August 2010
SAMSI March 2010 - March 2010
Skills
Machine Learning, C++, Python, R, Matlab, Derivatives, Quantitative Analytics, Stochastic Calculus, Time Series Analysis, LaTeX, Prolog, Trading, Linux, Trading Systems, Mathematics, OCaml, Distributed Systems, Pandas, HDF5, Scikit-learn, Algorithms
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (M.S.), Computer Science
University of Illinois at Urbana-Champaign 2011 — 2013
Master's degree, Financial Engineering
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelor of Science (BS), Mathematics, Economics
University of Illinois at Urbana-Champaign June 2013 - January 2015
Akuna Capital November 2013 - August 2014
Fidelity Investments August 2012 - December 2012
Jump Trading, LLC June 2012 - August 2012
Department of Electrical and Computer Engineering, University of Illinois at Urbana-Champaign June 2011 - January 2012
Department of Mathematics, University of Illinois at Urbana Champaign June 2010 - August 2010
SAMSI March 2010 - March 2010
Skills
Machine Learning, C++, Python, R, Matlab, Derivatives, Quantitative Analytics, Stochastic Calculus, Time Series Analysis, LaTeX, Prolog, Trading, Linux, Trading Systems, Mathematics, OCaml, Distributed Systems, Pandas, HDF5, Scikit-learn, Algorithms
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (M.S.), Computer Science
University of Illinois at Urbana-Champaign 2011 — 2013
Master's degree, Financial Engineering
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelor of Science (BS), Mathematics, Economics
Ira Jamison's Fidelity Investments Experience April 1994 - August 1999
Job Forecasting and Capacity Planning Manager at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation Forecasting and Capacity Planning ManagerCVS Caremark CorporationAugust 2005 - Present
Express Scripts August 2004 - August 2005
American Express October 2000 - August 2004
Medco August 1999 - October 2000
Fidelity Investments April 1994 - August 1999
Skills
Business Analysis, Call Centers, Analysis, Vendor Management, Process Improvement, Cross-functional Team..., Leadership, Team Building
Education
University of Illinois at Chicago 1977 — 1982
Criminal Justice
CVS Caremark Corporation Forecasting and Capacity Planning ManagerCVS Caremark CorporationAugust 2005 - Present
Express Scripts August 2004 - August 2005
American Express October 2000 - August 2004
Medco August 1999 - October 2000
Fidelity Investments April 1994 - August 1999
Skills
Business Analysis, Call Centers, Analysis, Vendor Management, Process Improvement, Cross-functional Team..., Leadership, Team Building
Education
University of Illinois at Chicago 1977 — 1982
Criminal Justice
Chris Simmons's Fidelity Investments Experience 2005 - 2008
Job Regional Manager DCIO Bank Of Montreal Global Asset Management
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
Neuberger Berman September 2008 - August 2014
Fidelity Investments 2005 - 2008
Charles Schwab 2002 - 2005
Principal Financial Group January 2000 - December 2002
Principal Financial Group January 1998 - December 2000
Skills
Series 7, Retirement, Investments, Series 63, Retirement Planning, Sales, Mutual Funds, Pensions, Series 24, Series 65, Alternative Investments, Institutional Sales
Education
University of Iowa
BMO Financial Group August 2014 - Present
Neuberger Berman September 2008 - August 2014
Fidelity Investments 2005 - 2008
Charles Schwab 2002 - 2005
Principal Financial Group January 2000 - December 2002
Principal Financial Group January 1998 - December 2000
Skills
Series 7, Retirement, Investments, Series 63, Retirement Planning, Sales, Mutual Funds, Pensions, Series 24, Series 65, Alternative Investments, Institutional Sales
Education
University of Iowa
Gary Fusz's Fidelity Investments Experience December 1991 - Present
Job Branch Manager VicePresident at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1991 - Present
Independent Financial Securities Incorporated October 1989 - December 1991
ISFA Corporation October 1986 - October 1989
Skills
Risk Management, Asset Allocation, Equities, Mutual Funds, Wealth Management, Retirement Planning, Series 7, Series 65, Series 63, series 8, Investments, Financial Services, Process Improvement, Vendor Management, Business Analysis
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor's Degree, Marketing/Marketing Management, General
Fidelity Investments December 1991 - Present
Independent Financial Securities Incorporated October 1989 - December 1991
ISFA Corporation October 1986 - October 1989
Skills
Risk Management, Asset Allocation, Equities, Mutual Funds, Wealth Management, Retirement Planning, Series 7, Series 65, Series 63, series 8, Investments, Financial Services, Process Improvement, Vendor Management, Business Analysis
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor's Degree, Marketing/Marketing Management, General
Bruce Tigges's Fidelity Investments Experience November 1999 - October 2008
Job Financial Advisor Services Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard January 2011 - September 2013
Vanguard October 2008 - December 2010
Fidelity Investments November 1999 - October 2008
Principal Financial Group June 1995 - November 1999
Education
Xavier University 2000 — 2002
MBA, Business
University of Iowa 1993 — 1995
BA, Finance
Vanguard September 2013 - Present
Vanguard January 2011 - September 2013
Vanguard October 2008 - December 2010
Fidelity Investments November 1999 - October 2008
Principal Financial Group June 1995 - November 1999
Education
Xavier University 2000 — 2002
MBA, Business
University of Iowa 1993 — 1995
BA, Finance
Pinto Charmaine's Fidelity Investments Experience April 2011 - Present
Job Financial Planner at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments July 2010 - March 2011
Fidelity Investments July 2003 - July 2009
Education
University of Houston 1980 — 1984
Bachelors of business administration, Management Information Systems
Fidelity Investments April 2011 - Present
Fidelity Investments July 2010 - March 2011
Fidelity Investments July 2003 - July 2009
Education
University of Houston 1980 — 1984
Bachelors of business administration, Management Information Systems
Lori Valis's Fidelity Investments Experience January 2015 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments August 2005 - December 2014
Prudential Financial January 2005 - August 2005
Watson Wyatt Worldwide August 2000 - January 2005
Skills
Actuarial Science, Defined Benefit, Employee Benefits, Pensions, Retirement, 401k, Insurance, Risk Management
Education
University of Hartford 1996 — 2000
Bachelor of Science, Business Administration; Actuarial Science, Insurance; Finance
Fidelity Investments January 2015 - Present
Fidelity Investments August 2005 - December 2014
Prudential Financial January 2005 - August 2005
Watson Wyatt Worldwide August 2000 - January 2005
Skills
Actuarial Science, Defined Benefit, Employee Benefits, Pensions, Retirement, 401k, Insurance, Risk Management
Education
University of Hartford 1996 — 2000
Bachelor of Science, Business Administration; Actuarial Science, Insurance; Finance
anu goyal's Fidelity Investments Experience 2005 - 2006
Job Senior Software Developer at National Oilwell Varco
Industry Information Technology and Services
Experience
National Oilwell Varco August 2012 - Present
KBR, Inc. January 2010 - October 2012
Fidelity Investments 2005 - 2006
Hands On Technology Inc. April 2004 - May 2005
Skills
End User Training, Business Process, Microsoft SQL Server
Education
University of Houston 2007 — 2009
Masters, Computer Science
ITM, Gurgaon 2000 — 2004
Bachelors, Computer Science
National Oilwell Varco August 2012 - Present
KBR, Inc. January 2010 - October 2012
Fidelity Investments 2005 - 2006
Hands On Technology Inc. April 2004 - May 2005
Skills
End User Training, Business Process, Microsoft SQL Server
Education
University of Houston 2007 — 2009
Masters, Computer Science
ITM, Gurgaon 2000 — 2004
Bachelors, Computer Science
Kathryn Pearce's Fidelity Investments Experience January 2008 - March 2013
Job Director Mutual Fund Accounting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - March 2013
SunAmerica May 2000 - December 2007
VALIC September 1996 - May 2000
Skills
Investments, Financial Reporting, Accounting, Equities, Fixed Income, Mutual Funds, Fund Administration, Account Reconciliation, Valuation, Management, Funding
Education
University of Houston-Downtown 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Fidelity Investments January 2008 - March 2013
SunAmerica May 2000 - December 2007
VALIC September 1996 - May 2000
Skills
Investments, Financial Reporting, Accounting, Equities, Fixed Income, Mutual Funds, Fund Administration, Account Reconciliation, Valuation, Management, Funding
Education
University of Houston-Downtown 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Alexander Tiedemann, PE's Fidelity Investments Experience April 1998 - August 1999
Job Project Engineer II at Pennoni
Industry Civil Engineering
Experience
Pennoni April 2015 - Present
EMH&T September 2014 - April 2015
AECOM December 2007 - May 2014
Engineers Surveyors Hawaii December 2006 - December 2007
Engineers Surveyors Hawaii May 2004 - December 2006
University of Hawaii Foundation February 2003 - April 2004
Nicholas Applegate September 1999 - December 2001
Fidelity Investments April 1998 - August 1999
Skills
Drainage, Concrete, Civil Engineering, Road, Stormwater Management, Land Development, Site Development, Surveying, Municipalities, Construction
Education
University of Hawaii at Manoa 2002 — 2006
BS, Civil & Environmental Engineering
University of Michigan 1995 — 1997
BA, Economics
Pennoni April 2015 - Present
EMH&T September 2014 - April 2015
AECOM December 2007 - May 2014
Engineers Surveyors Hawaii December 2006 - December 2007
Engineers Surveyors Hawaii May 2004 - December 2006
University of Hawaii Foundation February 2003 - April 2004
Nicholas Applegate September 1999 - December 2001
Fidelity Investments April 1998 - August 1999
Skills
Drainage, Concrete, Civil Engineering, Road, Stormwater Management, Land Development, Site Development, Surveying, Municipalities, Construction
Education
University of Hawaii at Manoa 2002 — 2006
BS, Civil & Environmental Engineering
University of Michigan 1995 — 1997
BA, Economics
Alexander Georgiton's Fidelity Investments Experience December 2011 - April 2012
Job Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Marketing and Advertising
Experience
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
Better Sign Service June 2012 - July 2014
Fidelity Investments December 2011 - April 2012
Fidelity Investments March 2007 - December 2011
Skills
Mutual Funds, Portfolio Management, Series 63, Series 7, Microsoft Excel, Investments, Financial Analysis, Bloomberg, Retirement Planning, Retirement, Customer Relations, Financial Planning, Equities, Asset Management, Securities, Fixed Income, 401k, Risk Management, FINRA, Asset Allocation, Trading, Analysis, Excel, Business Analysis, Compliance, Hedge Funds, Process Improvement, Options, Microsoft Office, Banking, Derivatives, Vendor Management, Customer Service, Brokerage, Financial Reporting
Education
Xavier University 2009 — 2011
MBA, Finance
University of Louisville 2000 — 2004
BS, Political Science
University of Indianapolis 2002 — 2003
Study Abroad - Athens, Greece
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
Better Sign Service June 2012 - July 2014
Fidelity Investments December 2011 - April 2012
Fidelity Investments March 2007 - December 2011
Skills
Mutual Funds, Portfolio Management, Series 63, Series 7, Microsoft Excel, Investments, Financial Analysis, Bloomberg, Retirement Planning, Retirement, Customer Relations, Financial Planning, Equities, Asset Management, Securities, Fixed Income, 401k, Risk Management, FINRA, Asset Allocation, Trading, Analysis, Excel, Business Analysis, Compliance, Hedge Funds, Process Improvement, Options, Microsoft Office, Banking, Derivatives, Vendor Management, Customer Service, Brokerage, Financial Reporting
Education
Xavier University 2009 — 2011
MBA, Finance
University of Louisville 2000 — 2004
BS, Political Science
University of Indianapolis 2002 — 2003
Study Abroad - Athens, Greece
Demetrios Gavrilos's Fidelity Investments Experience July 1999 - May 2010
Job Intermittent Public Service Representative at Illinois Secretary of State
Industry Information Technology and Services
Experience
Illinois Secretary of State May 2015 - Present
MetaPhrasis May 2013 - Present
Freelance Camera Repair Technician September 2011 - Present
Gavrilos Trust 1992 - 2012
Olympia Camera Repair June 1986 - December 2011
Fidelity Investments July 1999 - May 2010
Skills
Customer Service, Analysis, Microsoft Office, Research, Management, Negotiation, Real Estate, Windows, Data Analysis, Troubleshooting, Social Media, Microsoft Word, Microsoft Excel, Project Planning, Team Leadership, Customer Relations, Project Management, Leadership, English, Word, Greek Interpreter, Linux Ubuntu, Citrix, Ubuntu
Education
College of Dupage 2013 — 2013
Automotive Basic Electricity
Colorado Technical Universty 2010 — 2011
MS (Online), Systems Engineering
DeVry Institute of Technology 1998 — 1999
None, Electronics Technology
University of Illinois at Chicago 1987 — 1992
Bachelor of Arts, Economics
Illinois Secretary of State May 2015 - Present
MetaPhrasis May 2013 - Present
Freelance Camera Repair Technician September 2011 - Present
Gavrilos Trust 1992 - 2012
Olympia Camera Repair June 1986 - December 2011
Fidelity Investments July 1999 - May 2010
Skills
Customer Service, Analysis, Microsoft Office, Research, Management, Negotiation, Real Estate, Windows, Data Analysis, Troubleshooting, Social Media, Microsoft Word, Microsoft Excel, Project Planning, Team Leadership, Customer Relations, Project Management, Leadership, English, Word, Greek Interpreter, Linux Ubuntu, Citrix, Ubuntu
Education
College of Dupage 2013 — 2013
Automotive Basic Electricity
Colorado Technical Universty 2010 — 2011
MS (Online), Systems Engineering
DeVry Institute of Technology 1998 — 1999
None, Electronics Technology
University of Illinois at Chicago 1987 — 1992
Bachelor of Arts, Economics
Ted Skeels's Fidelity Investments Experience November 2014 - Present
Job Senior Associate Retirement Actuarial Analyst at Fidelity Benefits Consulting
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Nova 401(k) Associates January 2013 - October 2014
Nova 401(k) Associates September 2012 - January 2013
Nova 401(k) Associates December 2011 - September 2012
Skills
Employee Benefits, Defined Contribution, Defined Benefit, 401k, Actuarial Science, Cash Balance, Pension Funds, Retirement, Retirement Plan..., Pensions, Valuation, Microsoft Excel, Mutual Funds
Education
University of Houston 2009 — 2011
Bachelor of Science (B.S.), Economics
Fishburne 2003 — 2006
Fidelity Investments November 2014 - Present
Nova 401(k) Associates January 2013 - October 2014
Nova 401(k) Associates September 2012 - January 2013
Nova 401(k) Associates December 2011 - September 2012
Skills
Employee Benefits, Defined Contribution, Defined Benefit, 401k, Actuarial Science, Cash Balance, Pension Funds, Retirement, Retirement Plan..., Pensions, Valuation, Microsoft Excel, Mutual Funds
Education
University of Houston 2009 — 2011
Bachelor of Science (B.S.), Economics
Fishburne 2003 — 2006
Brianna Xayaseng's Fidelity Investments Experience May 2012 - Present
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2012 - Present
Rice Bowl Restaurant August 2009 - April 2013
Shell Oil E&P May 2006 - August 2009
Skills
Financial Analysis, Process Improvement, Forecasting, Financial Reporting, Internal Controls, Microsoft Excel, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Financial Modeling, Finance, Investments, Auditing, PeopleSoft, Payroll, Accounts Payable, Analysis, Account Reconciliation, Financial Accounting, Variance Analysis, Corporate Finance
Education
The University of Texas at Dallas - School of Management
Bachelor of Science, Finance
University of Houston-Clear Lake
Master of Business Administration (M.B.A.)
Fidelity Investments May 2012 - Present
Rice Bowl Restaurant August 2009 - April 2013
Shell Oil E&P May 2006 - August 2009
Skills
Financial Analysis, Process Improvement, Forecasting, Financial Reporting, Internal Controls, Microsoft Excel, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Financial Modeling, Finance, Investments, Auditing, PeopleSoft, Payroll, Accounts Payable, Analysis, Account Reconciliation, Financial Accounting, Variance Analysis, Corporate Finance
Education
The University of Texas at Dallas - School of Management
Bachelor of Science, Finance
University of Houston-Clear Lake
Master of Business Administration (M.B.A.)
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank