Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Harrison Art Harrison Art's Fidelity Investments Experience February 2015 - Present
Job High Net Worth Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Commonwealth Credit Union November 2014 - January 2015
Fan Outfitters August 2010 - January 2015
Education
University of the Cumberlands 2013 — 2014
Master of Business Administration (MBA)
University of Kentucky 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments February 2015 - Present
Commonwealth Credit Union November 2014 - January 2015
Fan Outfitters August 2010 - January 2015
Education
University of the Cumberlands 2013 — 2014
Master of Business Administration (MBA)
University of Kentucky 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Carrie Rogiers, MBA's Fidelity Investments Experience 1998 - 2000
Job Marketing Manager at Fischer Homes
Industry Marketing and Advertising
Experience
Fischer Homes August 2013 - Present
POSSIBLE September 2010 - July 2013
Seed Strategy 2010 - 2010
LPK 2009 - 2010
MillerCoors 2007 - 2008
Libby Perszyk Kathman (LPK) 2000 - 2007
Fidelity Investments 1998 - 2000
Skills
Cross-functional Team..., Marketing Strategy, Marketing, Leadership, Customer Insight, Digital Marketing, Brand Architecture, Integrated Marketing, Interactive Marketing, Digital Strategy, Brand Management, Brand Development, Competitive Analysis, Marketing Research, Consumer Products, Brand Equity, Advertising, Marketing Communications, Strategy, Creative Strategy, Direct Marketing, Packaging, Mobile Marketing, Pricing Strategy
Education
Xavier University - Williams College of Business 1999 — 2005
MBA, Business Administration
University of Kentucky 1994 — 1998
Bachelor of Science (B.S.), Fashion Merchandising
Fischer Homes August 2013 - Present
POSSIBLE September 2010 - July 2013
Seed Strategy 2010 - 2010
LPK 2009 - 2010
MillerCoors 2007 - 2008
Libby Perszyk Kathman (LPK) 2000 - 2007
Fidelity Investments 1998 - 2000
Skills
Cross-functional Team..., Marketing Strategy, Marketing, Leadership, Customer Insight, Digital Marketing, Brand Architecture, Integrated Marketing, Interactive Marketing, Digital Strategy, Brand Management, Brand Development, Competitive Analysis, Marketing Research, Consumer Products, Brand Equity, Advertising, Marketing Communications, Strategy, Creative Strategy, Direct Marketing, Packaging, Mobile Marketing, Pricing Strategy
Education
Xavier University - Williams College of Business 1999 — 2005
MBA, Business Administration
University of Kentucky 1994 — 1998
Bachelor of Science (B.S.), Fashion Merchandising
Joe Schlindwein Joe Schlindwein's Fidelity Investments Experience June 1996 - June 1999
Job Perrigo
Industry Pharmaceuticals
Experience
Burnham and Dells Advisors October 2012 - June 2015
Chesme Capital Management October 2007 - November 2012
Charles Schwab June 1999 - October 2007
Fidelity Investments June 1996 - June 1999
Skills
Wealth Management, Investment Advisory, Estate Planning, Mutual Funds, Asset Allocation, Retirement, Financial Planning, Investments, 401k, Asset Management, Financial Services, Equities
Education
University of Iowa 1987 — 1992
BA, Sociology
Burnham and Dells Advisors October 2012 - June 2015
Chesme Capital Management October 2007 - November 2012
Charles Schwab June 1999 - October 2007
Fidelity Investments June 1996 - June 1999
Skills
Wealth Management, Investment Advisory, Estate Planning, Mutual Funds, Asset Allocation, Retirement, Financial Planning, Investments, 401k, Asset Management, Financial Services, Equities
Education
University of Iowa 1987 — 1992
BA, Sociology
James Ortiz's Fidelity Investments Experience January 2015 - Present
Job Associate Software Engineer with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
QX Networking and Design Inc. May 2011 - July 2013
Education
University of Kentucky 2008 — 2013
Bachelor of Science, Computer Science
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
QX Networking and Design Inc. May 2011 - July 2013
Education
University of Kentucky 2008 — 2013
Bachelor of Science, Computer Science
Yemu Xu's Fidelity Investments Experience August 2015 - Present
Job Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
University of Iowa Residence Life June 2013 - Present
University of Iowa Actuarial Science Club January 2014 - January 2015
Fidelity Investments May 2014 - August 2014
Pomerantz Career Center January 2013 - May 2014
Chinese in Iowa City March 2012 - November 2013
The University of Iowa August 2012 - May 2013
Skills
Student Development, Student Affairs, Public Speaking, Higher Education, Leadership, Microsoft Excel, Actuarial Science, Access, Statistics, Research, Data Analysis, Critical Thinking, VBA, Time Management, PowerPoint
Education
University of Iowa 2011 — 2015
Bachelor of Science (B.S.), Actuarial Science, Mathematics, Risk Management and Insurance, With Distinction
Fidelity Investments August 2015 - Present
University of Iowa Residence Life June 2013 - Present
University of Iowa Actuarial Science Club January 2014 - January 2015
Fidelity Investments May 2014 - August 2014
Pomerantz Career Center January 2013 - May 2014
Chinese in Iowa City March 2012 - November 2013
The University of Iowa August 2012 - May 2013
Skills
Student Development, Student Affairs, Public Speaking, Higher Education, Leadership, Microsoft Excel, Actuarial Science, Access, Statistics, Research, Data Analysis, Critical Thinking, VBA, Time Management, PowerPoint
Education
University of Iowa 2011 — 2015
Bachelor of Science (B.S.), Actuarial Science, Mathematics, Risk Management and Insurance, With Distinction
Jamie Caudill Jamie Caudill's Fidelity Investments Experience May 2005 - February 2009
Job Vice President, Investment Officer at First Financial Bank
Industry Financial Services
Experience
First Financial Bank April 2013 - Present
Retirement Corporation of America July 2009 - April 2013
Fidelity Investments May 2005 - February 2009
Fidelity Investments October 1999 - April 2005
Skills
Series 7, Series 63, Retirement, 401k, Retirement Planning, Mutual Funds, Wealth Management, Series 65, Investment Advisory, Investments, Series 6, Asset Allocation, Securities, FINRA, Defined Benefit, Strategic Financial..., Pensions, Asset Managment
Education
Xavier University - Williams College of Business 1996 — 1998
MBA, Entrepreneurship
University of Kentucky 1989 — 1994
BBA, Finance
Beechwood High School 1986 — 1989
First Financial Bank April 2013 - Present
Retirement Corporation of America July 2009 - April 2013
Fidelity Investments May 2005 - February 2009
Fidelity Investments October 1999 - April 2005
Skills
Series 7, Series 63, Retirement, 401k, Retirement Planning, Mutual Funds, Wealth Management, Series 65, Investment Advisory, Investments, Series 6, Asset Allocation, Securities, FINRA, Defined Benefit, Strategic Financial..., Pensions, Asset Managment
Education
Xavier University - Williams College of Business 1996 — 1998
MBA, Entrepreneurship
University of Kentucky 1989 — 1994
BBA, Finance
Beechwood High School 1986 — 1989
Andrew Taylor,CFP®'s Fidelity Investments Experience June 1997 - May 1999
Job Wealth Advisor at OJM Group
Industry Investment Management
Experience
OJM Group February 2012 - Present
Charles Schwab May 1999 - February 2012
Fidelity Investments June 1997 - May 1999
Skills
Investment Management, Wealth Management, Retirement Planning, Investments, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Certified Financial..., Financial Planning, Retirement, Mutual Funds, Investment Strategies
Education
University of Kentucky 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
OJM Group February 2012 - Present
Charles Schwab May 1999 - February 2012
Fidelity Investments June 1997 - May 1999
Skills
Investment Management, Wealth Management, Retirement Planning, Investments, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Certified Financial..., Financial Planning, Retirement, Mutual Funds, Investment Strategies
Education
University of Kentucky 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Ildiko Varga Robey's Fidelity Investments Experience 2012 - 2012
Job Software Engineer at Lexmark
Industry Printing
Experience
Lexmark June 2012 - Present
Cardinal Solutions December 2011 - July 2012
Lexmark International June 2008 - January 2012
Fidelity Investments 2012 - 2012
Aerotek June 2007 - June 2008
Skills
Java, Integration, Gradle, Hibernate, Software Engineering, Software Development, Design Patterns, SQL, Grails, Groovy, Unit testing, Agile methodologies, Agile Methodologies, Spring, REST, Agile Project Management, Subversion, Unit Testing, Software Design, Test Automation, Scrum, AJAX, Git, SDLC, Object Oriented Design, Ant, XML, Web Services, JUnit, Eclipse, Test Driven Development, Perl, Java Enterprise Edition
Education
University of Kentucky 2002 — 2007
Bachelor of Science, Computer Science
Lexmark June 2012 - Present
Cardinal Solutions December 2011 - July 2012
Lexmark International June 2008 - January 2012
Fidelity Investments 2012 - 2012
Aerotek June 2007 - June 2008
Skills
Java, Integration, Gradle, Hibernate, Software Engineering, Software Development, Design Patterns, SQL, Grails, Groovy, Unit testing, Agile methodologies, Agile Methodologies, Spring, REST, Agile Project Management, Subversion, Unit Testing, Software Design, Test Automation, Scrum, AJAX, Git, SDLC, Object Oriented Design, Ant, XML, Web Services, JUnit, Eclipse, Test Driven Development, Perl, Java Enterprise Edition
Education
University of Kentucky 2002 — 2007
Bachelor of Science, Computer Science
Emily Koeninger's Fidelity Investments Experience May 2011 - August 2011
Job Senior Accountant at Omnicare Inc.
Industry Accounting
Experience
Omnicare Inc. July 2015 - Present
Omnicare Inc. June 2013 - July 2015
Great American Insurance May 2012 - August 2012
Fidelity Investments May 2011 - August 2011
Skills
Microsoft..., Accounting
Education
University of Kentucky 2010 — 2013
Bachelor of Science (BS), Accounting and Finance
Omnicare Inc. July 2015 - Present
Omnicare Inc. June 2013 - July 2015
Great American Insurance May 2012 - August 2012
Fidelity Investments May 2011 - August 2011
Skills
Microsoft..., Accounting
Education
University of Kentucky 2010 — 2013
Bachelor of Science (BS), Accounting and Finance
Matthew Gates's Fidelity Investments Experience July 1998 - August 1999
Job Financial Professional at AXA Advisors Retirement Benefits Specialist
Industry Financial Services
Experience
AXA Advisors November 2003 - Present
US Bank September 2001 - November 2003
Paine Webber September 1999 - April 2001
Fidelity Investments July 1998 - August 1999
Skills
Retirement Planning
Education
Our Lady of Victory 1982 — 1990
Elementary School
Charleston Catholic High School
College Prep
Cincinnati Elder High School
High School, College Prep
University of Kentucky
BBA, Marketing
AXA Advisors November 2003 - Present
US Bank September 2001 - November 2003
Paine Webber September 1999 - April 2001
Fidelity Investments July 1998 - August 1999
Skills
Retirement Planning
Education
Our Lady of Victory 1982 — 1990
Elementary School
Charleston Catholic High School
College Prep
Cincinnati Elder High School
High School, College Prep
University of Kentucky
BBA, Marketing
Martin Fahey, CRPS® Martin Fahey, CRPS®'s Fidelity Investments Experience 2013 - July 2015
Job Associate Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2015 - Present
Fidelity Investments 2013 - July 2015
Charles Schwab 2012 - 2013
Charles Schwab 2011 - 2013
University of Iowa - Krause Fund 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2004 — 2009
Bachelor of Arts (B.A.), Minor: Communications Studies
Wells Fargo Capital Finance July 2015 - Present
Fidelity Investments 2013 - July 2015
Charles Schwab 2012 - 2013
Charles Schwab 2011 - 2013
University of Iowa - Krause Fund 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2004 — 2009
Bachelor of Arts (B.A.), Minor: Communications Studies
Clark Hanawalt's Fidelity Investments Experience September 2014 - March 2015
Job High Net Worth Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - March 2015
Fidelity Investments April 2013 - September 2014
Russell Capital Management May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Team Leadership
Education
University of Kentucky 2008 — 2012
Bachelor of Science, Business and Economics
Fidelity Investments September 2014 - March 2015
Fidelity Investments April 2013 - September 2014
Russell Capital Management May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Team Leadership
Education
University of Kentucky 2008 — 2012
Bachelor of Science, Business and Economics
Emily Belanger, PMP's Fidelity Investments Experience January 2015 - Present
Job Director, Systems Analysis
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments March 2012 - Present
Deutsche Bank Global Technology April 2011 - February 2012
Fidelity Investments February 2007 - April 2011
Fidelity Investments February 2002 - January 2004
Fidelity Investments May 1999 - May 2000
Skills
Agile Methodologies, Quality Assurance, Oracle, Testing, Project Planning, Access, SDLC, Business Analysis, Software Project..., Vendor Management, Requirements Analysis, User Acceptance Testing, Process Improvement, Program Management, Project Management, Visio, PMP, Agile Project Management, Business Intelligence
Education
University of Kentucky 1994 — 1998
Bachelor of Business Administration, Finance & Marketing
University of Kentucky 1994 — 1998
Bachelor, Business Administration; Finance and Marketing
Fidelity Investments January 2015 - Present
Fidelity Investments March 2012 - Present
Deutsche Bank Global Technology April 2011 - February 2012
Fidelity Investments February 2007 - April 2011
Fidelity Investments February 2002 - January 2004
Fidelity Investments May 1999 - May 2000
Skills
Agile Methodologies, Quality Assurance, Oracle, Testing, Project Planning, Access, SDLC, Business Analysis, Software Project..., Vendor Management, Requirements Analysis, User Acceptance Testing, Process Improvement, Program Management, Project Management, Visio, PMP, Agile Project Management, Business Intelligence
Education
University of Kentucky 1994 — 1998
Bachelor of Business Administration, Finance & Marketing
University of Kentucky 1994 — 1998
Bachelor, Business Administration; Finance and Marketing
James T. Love's Fidelity Investments Experience 2007 - 2011
Job Global Transformation Leader
Industry Information Technology and Services
Experience
Microsoft 2015 - Present
Hewlett-Packard 2013 - 2015
Xerox Corporation 2011 - 2013
Fidelity Investments 2007 - 2011
Lexmark International 2004 - 2007
Skills
Six Sigma, Process Improvement, Lean Manufacturing, PMP, Internal Controls, Business Process..., Process Engineering, Operational Excellence, Change Management, Continuous Improvement, Adult Learning Theory, Sarbanes-Oxley, Executive Coaching, Professional Mentoring, Training Delivery, Training Needs Analysis, Curriculum Development, Organizational Dynamics, Hoshin Kanri, Lean Six Sigma..., Pipeline Management, Design of Experiments, Simulations, Regression Analysis, Quality Management, Activity Based Costing, Industrial Engineering, Capital Budgeting, Business Process..., Performance Management, Strategic Planning, Business Process..., Project Portfolio..., Cross-functional Team..., Analysis, Forecasting, Management, Team Leadership, Team Building, DMAIC, Program Management, Preparation of Business..., BPO, Sarbanes-Oxley Act
Education
University of Kentucky
Master of Business Administration (MBA), Finance
Kentucky State University
Bachelor of Arts (BA), Business Management
Microsoft 2015 - Present
Hewlett-Packard 2013 - 2015
Xerox Corporation 2011 - 2013
Fidelity Investments 2007 - 2011
Lexmark International 2004 - 2007
Skills
Six Sigma, Process Improvement, Lean Manufacturing, PMP, Internal Controls, Business Process..., Process Engineering, Operational Excellence, Change Management, Continuous Improvement, Adult Learning Theory, Sarbanes-Oxley, Executive Coaching, Professional Mentoring, Training Delivery, Training Needs Analysis, Curriculum Development, Organizational Dynamics, Hoshin Kanri, Lean Six Sigma..., Pipeline Management, Design of Experiments, Simulations, Regression Analysis, Quality Management, Activity Based Costing, Industrial Engineering, Capital Budgeting, Business Process..., Performance Management, Strategic Planning, Business Process..., Project Portfolio..., Cross-functional Team..., Analysis, Forecasting, Management, Team Leadership, Team Building, DMAIC, Program Management, Preparation of Business..., BPO, Sarbanes-Oxley Act
Education
University of Kentucky
Master of Business Administration (MBA), Finance
Kentucky State University
Bachelor of Arts (BA), Business Management
Benton Gurley's Fidelity Investments Experience July 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Skills
Customer Service, Advertising, Press Releases, Series 63, Graphic Design, Series 7, Management, Research, Budgets, Strategic Planning, Event Management, Financial Analysis, Blogging, Journalism, Social Media, Sales, Human Resources, Project Management, Coaching, Team Building, Public Relations
Education
University of Kentucky 2004 — 2008
B.A., Integrated Strategic Communications
Scott High School 2000 — 2004
Fidelity Investments July 2012 - Present
Skills
Customer Service, Advertising, Press Releases, Series 63, Graphic Design, Series 7, Management, Research, Budgets, Strategic Planning, Event Management, Financial Analysis, Blogging, Journalism, Social Media, Sales, Human Resources, Project Management, Coaching, Team Building, Public Relations
Education
University of Kentucky 2004 — 2008
B.A., Integrated Strategic Communications
Scott High School 2000 — 2004
Nanci Freed's Fidelity Investments Experience 2007 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments 2002 - 2006
Fidelity Investments 1998 - 2002
MCI Telecommunications 1994 - 1998
MCI Telecommunications 1993 - 1994
Skills
Strategy, Corporate Communications, Strategic Communications, Program Management, Internal Communications, Leadership, Management, Newsletters, Strategic Planning, Advertising, Analysis, Editing, Sales, Product Development, Communication Training
Education
University of Iowa 1984 — 1989
Bachelor of Arts (B.A.), Journalism and Mass Communication
Fidelity Investments 2007 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments 2002 - 2006
Fidelity Investments 1998 - 2002
MCI Telecommunications 1994 - 1998
MCI Telecommunications 1993 - 1994
Skills
Strategy, Corporate Communications, Strategic Communications, Program Management, Internal Communications, Leadership, Management, Newsletters, Strategic Planning, Advertising, Analysis, Editing, Sales, Product Development, Communication Training
Education
University of Iowa 1984 — 1989
Bachelor of Arts (B.A.), Journalism and Mass Communication
Ben Barnard's Fidelity Investments Experience July 2014 - Present
Job Console Analyst III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2011 - July 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Leadership, PowerPoint, Process Improvement, Microsoft Word
Education
University of Kentucky 2004 — 2009
Bachelor of Science, Mathematical Economics
Fidelity Investments July 2014 - Present
Fidelity Investments July 2011 - July 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Leadership, PowerPoint, Process Improvement, Microsoft Word
Education
University of Kentucky 2004 — 2009
Bachelor of Science, Mathematical Economics
Heather O'Neill's Fidelity Investments Experience August 2011 - Present
Job Business Analyst Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments June 1996 - February 2009
Fidelity Investments June 2000 - June 2006
Skills
Six Sigma, Agile Methodologies, Documentum, SDLC, CICS, SQL, Project Management, 401k, COBOL, JCL, Cross-functional Team...
Education
University of Kentucky 1992 — 1996
BS, Economics/Psychology
Fidelity Investments August 2011 - Present
Fidelity Investments June 1996 - February 2009
Fidelity Investments June 2000 - June 2006
Skills
Six Sigma, Agile Methodologies, Documentum, SDLC, CICS, SQL, Project Management, 401k, COBOL, JCL, Cross-functional Team...
Education
University of Kentucky 1992 — 1996
BS, Economics/Psychology
Tyler Shipe's Fidelity Investments Experience June 2011 - June 2013
Job Software Developer
Industry Computer Software
Experience
Top Gun Sales Performance September 2013 - Present
Dev Bootcamp June 2013 - August 2013
Fidelity Investments June 2011 - June 2013
Merrill Lynch September 2010 - December 2010
Edward Jones May 2010 - August 2010
Skills
Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Investment Strategies, Equities, Investment Advisory, Ruby on Rails, Ruby, Programming, Web Development, HTML, CSS, JavaScript, RSpec, git, jQuery, SQL, Test Driven Development, PostgreSQL, Databases
Education
University of Kentucky 2007 — 2011
BBA, Finance
Top Gun Sales Performance September 2013 - Present
Dev Bootcamp June 2013 - August 2013
Fidelity Investments June 2011 - June 2013
Merrill Lynch September 2010 - December 2010
Edward Jones May 2010 - August 2010
Skills
Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Investment Strategies, Equities, Investment Advisory, Ruby on Rails, Ruby, Programming, Web Development, HTML, CSS, JavaScript, RSpec, git, jQuery, SQL, Test Driven Development, PostgreSQL, Databases
Education
University of Kentucky 2007 — 2011
BBA, Finance
Patrick Quirk's Fidelity Investments Experience December 2006 - June 2007
Job President & CEO at FOQUS Partners, LLC
Industry Information Technology and Services
Experience
FOQUS Partners, LLC March 2015 - Present
PMEvolution.com May 2015 - Present
SDGblue, LLC August 2011 - March 2015
Claraview, a Division of Teradata June 2007 - August 2011
Kentucky Collectibles, LLC July 2002 - January 2011
Fidelity Investments December 2006 - June 2007
Analysts International - Lexmark May 2005 - December 2006
State of Kentucky - Education Professional Standards Board 2002 - 2004
Analysts International - KY Cabinet for Health Services September 2000 - February 2002
Keane - UK Chandler Medical Center June 1997 - September 2000
Skills
Business Intelligence, Program Management, Project Management, Process Improvement, Product Management, Strategic Planning, Data Warehousing, PMP, Professional Services, Information Technology, Analytics, PMO, Leadership, Disaster Recovery, Outsourcing, Integration, Leading Organizational..., IT Strategy, Vendor Management, Business Analysis, Cloud Computing, Business Process..., MS Project, Teradata, Business Process, Cross-functional Team..., Consulting, Software Project..., SDLC, IT Management, Enterprise Software, Enterprise Architecture, IT Security, Compliance, Information Security, Management, Strategy, Security, Change Management
Education
University of Kentucky 1993 — 1997
Bachelor's
FOQUS Partners, LLC March 2015 - Present
PMEvolution.com May 2015 - Present
SDGblue, LLC August 2011 - March 2015
Claraview, a Division of Teradata June 2007 - August 2011
Kentucky Collectibles, LLC July 2002 - January 2011
Fidelity Investments December 2006 - June 2007
Analysts International - Lexmark May 2005 - December 2006
State of Kentucky - Education Professional Standards Board 2002 - 2004
Analysts International - KY Cabinet for Health Services September 2000 - February 2002
Keane - UK Chandler Medical Center June 1997 - September 2000
Skills
Business Intelligence, Program Management, Project Management, Process Improvement, Product Management, Strategic Planning, Data Warehousing, PMP, Professional Services, Information Technology, Analytics, PMO, Leadership, Disaster Recovery, Outsourcing, Integration, Leading Organizational..., IT Strategy, Vendor Management, Business Analysis, Cloud Computing, Business Process..., MS Project, Teradata, Business Process, Cross-functional Team..., Consulting, Software Project..., SDLC, IT Management, Enterprise Software, Enterprise Architecture, IT Security, Compliance, Information Security, Management, Strategy, Security, Change Management
Education
University of Kentucky 1993 — 1997
Bachelor's
Kirk Reimer Jr CFP®'s Fidelity Investments Experience May 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
USAA March 2009 - May 2013
Merrill Lynch June 2007 - December 2008
Merrill Lynch February 2006 - May 2006
Education
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
University of Iowa 2003 — 2004
Crystal Lake South High School
Fidelity Investments May 2013 - Present
USAA March 2009 - May 2013
Merrill Lynch June 2007 - December 2008
Merrill Lynch February 2006 - May 2006
Education
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
University of Iowa 2003 — 2004
Crystal Lake South High School
Daryl Henry's Fidelity Investments Experience August 2011 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Education
University of Kentucky 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments August 2011 - Present
Education
University of Kentucky 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Angelica Prekopa's Fidelity Investments Experience 2011 - 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Fidelity Investments 2011 - 2012
The Walt Disney Company 2010 - 2011
Skills
Series 7, Series 63, Mutual Funds, Securities, Retirement, Asset Allocation, Financial Services
Education
University of Kentucky 2005 — 2010
Bachelor of Arts (B.A.), Economics
Merrill Lynch 2014 - Present
Fidelity Investments 2011 - 2012
The Walt Disney Company 2010 - 2011
Skills
Series 7, Series 63, Mutual Funds, Securities, Retirement, Asset Allocation, Financial Services
Education
University of Kentucky 2005 — 2010
Bachelor of Arts (B.A.), Economics
David Lohre, AIF's Fidelity Investments Experience April 1997 - December 2008
Job Vice President, Investment & Retirement Plan Consulting at Horan Securities
Industry Financial Services
Experience
Horan Securities January 2009 - Present
Fidelity Investments April 1997 - December 2008
Fidelity Investments April 1994 - April 1997
Education
University of Kentucky 1987 — 1991
BBA, Finance, Concentration in Mathematics
Beechwood High School
Horan Securities January 2009 - Present
Fidelity Investments April 1997 - December 2008
Fidelity Investments April 1994 - April 1997
Education
University of Kentucky 1987 — 1991
BBA, Finance, Concentration in Mathematics
Beechwood High School
Dan Gleaves's Fidelity Investments Experience 2012 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2012 - 2012
Durham Public Schools 2011 - 2011
Workplace Investing August 2008 - March 2010
Fidelity Investments August 2008 - March 2010
Fidelity Investments July 2006 - August 2008
Customer Support Services August 2005 - July 2006
Education
University of Kentucky
Bachelor of Arts, English
Fidelity Investments 2012 - 2012
Durham Public Schools 2011 - 2011
Workplace Investing August 2008 - March 2010
Fidelity Investments August 2008 - March 2010
Fidelity Investments July 2006 - August 2008
Customer Support Services August 2005 - July 2006
Education
University of Kentucky
Bachelor of Arts, English
Josh Grotheer Josh Grotheer's Fidelity Investments Experience January 2012 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Vanguard March 2011 - January 2012
Vanguard January 2010 - March 2011
AIG Financial Advisors/SagePoint Financial April 2008 - December 2009
US Bank February 2006 - March 2008
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
Bachelor's, Economics
Fidelity Investments January 2012 - Present
Vanguard March 2011 - January 2012
Vanguard January 2010 - March 2011
AIG Financial Advisors/SagePoint Financial April 2008 - December 2009
US Bank February 2006 - March 2008
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
Bachelor's, Economics
Bryan Wheeler Bryan Wheeler's Fidelity Investments Experience November 2004 - Present
Job Senior Engineer / Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2004 - Present
Skills
Manufacturing, Management, Sales, Process Improvement, Six Sigma, Project Management, Cross-functional Team..., Product Development, Program Management, Lean Manufacturing, Continuous Improvement, Vendor Management, Business Process..., Troubleshooting, Root Cause Analysis, Project Portfolio...
Education
Xavier University 2000 — 2019
Masters
University of Kentucky 1985 — 1990
Bachelor of Science (B.S.)
Fidelity Investments November 2004 - Present
Skills
Manufacturing, Management, Sales, Process Improvement, Six Sigma, Project Management, Cross-functional Team..., Product Development, Program Management, Lean Manufacturing, Continuous Improvement, Vendor Management, Business Process..., Troubleshooting, Root Cause Analysis, Project Portfolio...
Education
Xavier University 2000 — 2019
Masters
University of Kentucky 1985 — 1990
Bachelor of Science (B.S.)
Haydon Wharton's Fidelity Investments Experience September 2009 - December 2009
Job Experienced Executive Looking for the Next Great Challenge
Industry Information Technology and Services
Experience
Kaiser Permanente July 2013 - January 2015
Kaiser Permanente January 2010 - June 2013
Fidelity Investments September 2009 - December 2009
FIDELITY INVESTMENTS November 2006 - September 2009
Fidelity Investments November 2003 - November 2006
Fidelity Investments July 1997 - July 2003
Skills
Project Management, Vendor Management, Virtualization, Enterprise Software, Servers, Leadership, Unix, Project Delivery, Operations Management, Strategic Planning, Windows, Testing, Infrastructure, Operating Systems, Program Management, SDLC, Integration, IT Strategy, Organizational..., Vendor Relationship...
Education
University of Kentucky 1989 — 1992
Kaiser Permanente July 2013 - January 2015
Kaiser Permanente January 2010 - June 2013
Fidelity Investments September 2009 - December 2009
FIDELITY INVESTMENTS November 2006 - September 2009
Fidelity Investments November 2003 - November 2006
Fidelity Investments July 1997 - July 2003
Skills
Project Management, Vendor Management, Virtualization, Enterprise Software, Servers, Leadership, Unix, Project Delivery, Operations Management, Strategic Planning, Windows, Testing, Infrastructure, Operating Systems, Program Management, SDLC, Integration, IT Strategy, Organizational..., Vendor Relationship...
Education
University of Kentucky 1989 — 1992
Kevin L. Platt's Fidelity Investments Experience May 2007 - March 2014
Job Real Estate Appraiser at Appraisals 1st
Industry Information Technology and Services
Experience
Appraisals 1st July 2015 - Present
Ingage Partners, LLC April 2014 - July 2015
Fidelity Investments May 2007 - March 2014
Childers Financial Co. April 1998 - January 2007
Skills
Leadership, Solution Selling, Relationship Development, Strategy, Consulting, Account Management, Vendor Management, Team Building, CRM, Management, Project Management, Business Development, Business Analysis, SDLC, Program Management, Sales, Requirements Analysis, Process Improvement, Customer Service
Education
University of Kentucky 1994 — 2002
Bachelor's Degree, Arts Administration
Appraisals 1st July 2015 - Present
Ingage Partners, LLC April 2014 - July 2015
Fidelity Investments May 2007 - March 2014
Childers Financial Co. April 1998 - January 2007
Skills
Leadership, Solution Selling, Relationship Development, Strategy, Consulting, Account Management, Vendor Management, Team Building, CRM, Management, Project Management, Business Development, Business Analysis, SDLC, Program Management, Sales, Requirements Analysis, Process Improvement, Customer Service
Education
University of Kentucky 1994 — 2002
Bachelor's Degree, Arts Administration
Jake Boss's Fidelity Investments Experience June 2014 - August 2014
Job Emerging Technology Sales Representative at Government Acquisitions
Industry Information Technology and Services
Experience
Government Acquisitions March 2015 - Present
Fidelity Investments June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Iceoplex at Southpointe LLC January 2007 - 2013
Merrill Lynch May 2012 - August 2012
PAHL Certified Ice Hockey Referee 2005 - 2007
Skills
Microsoft Office, Social Networking, Leadership, Time Management, Event Planning, Finance, Customer Service, Key Client Relationships, Sales, Client Development, Money Management, Team Building, Event Management, Marketing, Social Media
Education
University of Kentucky 2010 — 2014
Bachelor's Degree, Double Major: Finance and Management
Peters Township High School 2006 — 2010
Dean's List (3.5 GPA or above)
Government Acquisitions March 2015 - Present
Fidelity Investments June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Iceoplex at Southpointe LLC January 2007 - 2013
Merrill Lynch May 2012 - August 2012
PAHL Certified Ice Hockey Referee 2005 - 2007
Skills
Microsoft Office, Social Networking, Leadership, Time Management, Event Planning, Finance, Customer Service, Key Client Relationships, Sales, Client Development, Money Management, Team Building, Event Management, Marketing, Social Media
Education
University of Kentucky 2010 — 2014
Bachelor's Degree, Double Major: Finance and Management
Peters Township High School 2006 — 2010
Dean's List (3.5 GPA or above)
Ross Mayfield's Fidelity Investments Experience November 2013 - May 2014
Job Alternative Investment & ETF Analyst at Hilliard Lyons
Industry Higher Education
Experience
Hilliard Lyons September 2015 - Present
Accredited Wealth Management June 2015 - September 2015
University of Louisville August 2014 - September 2015
Fidelity Investments November 2013 - May 2014
Student Development Office, University of Kentucky September 2012 - May 2013
Alpha Tau Omega Fraternity November 2011 - December 2012
Tempur-Pedic March 2012 - August 2012
Skills
Finance, Marketing, Organization, Time Management, Leadership, Business-minded, PowerPoint, Critical Thinking, Social Networking, Social Media, Mutual Funds, Microsoft Excel, Microsoft Word, Investments, Data Analysis
Education
University of Louisville 2014 — 2015
Master of Business Administration (M.B.A.), 3.99
University of Kentucky 2009 — 2013
Marketing, Finance, General, 3.77
Hilliard Lyons September 2015 - Present
Accredited Wealth Management June 2015 - September 2015
University of Louisville August 2014 - September 2015
Fidelity Investments November 2013 - May 2014
Student Development Office, University of Kentucky September 2012 - May 2013
Alpha Tau Omega Fraternity November 2011 - December 2012
Tempur-Pedic March 2012 - August 2012
Skills
Finance, Marketing, Organization, Time Management, Leadership, Business-minded, PowerPoint, Critical Thinking, Social Networking, Social Media, Mutual Funds, Microsoft Excel, Microsoft Word, Investments, Data Analysis
Education
University of Louisville 2014 — 2015
Master of Business Administration (M.B.A.), 3.99
University of Kentucky 2009 — 2013
Marketing, Finance, General, 3.77
David Voelker's Fidelity Investments Experience 2006 - 2013
Job Vice President at Ameritas
Industry Insurance
Experience
Ameritas 2013 - Present
Fidelity Investments 2006 - 2013
Fidelity Investments 2004 - 2007
Fidelity Investments January 2003 - January 2004
Fidelity Investments July 1996 - January 2003
Humana 1993 - 1996
Cincinnati Milacron 1991 - 1993
Skills
Organizational..., Vendor Management, Strategic Planning, Customer Experience, Product Management, Software Project..., Mentoring, Business Analysis, Software Development, Process Improvement, Strategy, Consulting, Product Development, Cross-functional Team..., Management, Change Management, Enterprise Software, IT Strategy, Enterprise Architecture, Integration, SDLC, Program Management, Governance, Business Process..., Project Portfolio..., Financial Services, Business Intelligence, Quality Assurance, Outsourcing, Requirements Analysis, Requirements Gathering, Information Technology, CRM, Business Process, Architecture, Agile Methodologies, Agile Project Management, SaaS, IT Management, Cloud Computing, Analytics, Data Warehousing, PMP, Disaster Recovery, Resource Management, Visio, SharePoint
Education
University of Kentucky 1989 — 1993
Bachelor of Science, Computer Science
Ameritas 2013 - Present
Fidelity Investments 2006 - 2013
Fidelity Investments 2004 - 2007
Fidelity Investments January 2003 - January 2004
Fidelity Investments July 1996 - January 2003
Humana 1993 - 1996
Cincinnati Milacron 1991 - 1993
Skills
Organizational..., Vendor Management, Strategic Planning, Customer Experience, Product Management, Software Project..., Mentoring, Business Analysis, Software Development, Process Improvement, Strategy, Consulting, Product Development, Cross-functional Team..., Management, Change Management, Enterprise Software, IT Strategy, Enterprise Architecture, Integration, SDLC, Program Management, Governance, Business Process..., Project Portfolio..., Financial Services, Business Intelligence, Quality Assurance, Outsourcing, Requirements Analysis, Requirements Gathering, Information Technology, CRM, Business Process, Architecture, Agile Methodologies, Agile Project Management, SaaS, IT Management, Cloud Computing, Analytics, Data Warehousing, PMP, Disaster Recovery, Resource Management, Visio, SharePoint
Education
University of Kentucky 1989 — 1993
Bachelor of Science, Computer Science
Ashli Smith's Fidelity Investments Experience June 1995 - February 2009
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2010 - Present
Index Publications LLC May 2009 - September 2010
Fidelity Investments June 1995 - February 2009
Skills
Mutual Funds, Investments, Retirement Planning, Series 7, Series 63, Retirement, 401k, Strategy, Management, Financial Services
Education
University of Kentucky 1991 — 1995
BBA, Finance
J.P. Morgan September 2010 - Present
Index Publications LLC May 2009 - September 2010
Fidelity Investments June 1995 - February 2009
Skills
Mutual Funds, Investments, Retirement Planning, Series 7, Series 63, Retirement, 401k, Strategy, Management, Financial Services
Education
University of Kentucky 1991 — 1995
BBA, Finance
Ian McHugh's Fidelity Investments Experience January 2011 - September 2011
Job Sr Health Care Analyst at Magellan Health Services
Industry Mental Health Care
Experience
Magellan Health Services September 2011 - Present
Fidelity Investments January 2011 - September 2011
U.S. Bank September 2009 - December 2010
Skills
Data Analysis, VBA, Microsoft Excel, Process Improvement, Healthcare, HIPAA, Managed Care, Clinical Research, Healthcare Management, Healthcare Information..., Statistics, Research, Microsoft Office, Program Development
Education
University of Kentucky 2005 — 2009
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Magellan Health Services September 2011 - Present
Fidelity Investments January 2011 - September 2011
U.S. Bank September 2009 - December 2010
Skills
Data Analysis, VBA, Microsoft Excel, Process Improvement, Healthcare, HIPAA, Managed Care, Clinical Research, Healthcare Management, Healthcare Information..., Statistics, Research, Microsoft Office, Program Development
Education
University of Kentucky 2005 — 2009
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Jason L. Boyd Jason L. Boyd's Fidelity Investments Experience May 1996 - May 2006
Job Business Development Director at LCM Global Partners, LLC
Industry Financial Services
Experience
LCM Global Partners, LLC June 2015 - Present
TIAA-CREF November 2006 - May 2015
Fidelity Investments May 1996 - May 2006
Skills
Series 7, Retirement Planning, Wealth Management, Asset Management, Series 63, Series 65, Financial Planning, Portfolio Management, Series 66, TX, AZ, CA, IA, ID, KS,...
Education
The University of Iowa 1991 — 1995
BA, Economics
LCM Global Partners, LLC June 2015 - Present
TIAA-CREF November 2006 - May 2015
Fidelity Investments May 1996 - May 2006
Skills
Series 7, Retirement Planning, Wealth Management, Asset Management, Series 63, Series 65, Financial Planning, Portfolio Management, Series 66, TX, AZ, CA, IA, ID, KS,...
Education
The University of Iowa 1991 — 1995
BA, Economics
Juniper Frost's Fidelity Investments Experience May 2014 - Present
Job Senior Vice President, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments 2012 - Present
Fidelity Investments 2006 - 2012
Diversified Investment Advisors 2004 - 2006
Charles Schwab 2002 - 2004
Principal Financial Group 1997 - 2002
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1997
BBA, Finance
University of Iowa 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Fidelity Investments May 2014 - Present
Fidelity Investments 2012 - Present
Fidelity Investments 2006 - 2012
Diversified Investment Advisors 2004 - 2006
Charles Schwab 2002 - 2004
Principal Financial Group 1997 - 2002
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1997
BBA, Finance
University of Iowa 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Benjamin Pio's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2015 - Present
Gibson Bioscience June 2014 - December 2014
University of Kentucky August 2011 - May 2014
Viox Services June 2013 - August 2013
University of Kentucky May 2012 - August 2012
Skills
Outstanding..., Superior Work Ethic, Always Punctual, Analytic Thinking, Research, Critical Thinking, Statistics
Education
University of Kentucky 2010 — 2014
Bachelor of Arts (B.A.), Mathematics, Physics
Fidelity Investments March 2015 - Present
Gibson Bioscience June 2014 - December 2014
University of Kentucky August 2011 - May 2014
Viox Services June 2013 - August 2013
University of Kentucky May 2012 - August 2012
Skills
Outstanding..., Superior Work Ethic, Always Punctual, Analytic Thinking, Research, Critical Thinking, Statistics
Education
University of Kentucky 2010 — 2014
Bachelor of Arts (B.A.), Mathematics, Physics
Ali (Warken) Braun Ali (Warken) Braun's Fidelity Investments Experience January 2007 - October 2007
Job Recruiter | Project Management | Event Planning | Organizational Psychology
Industry Financial Services
Experience
Protective Life Insurance Company November 2007 - Present
Fidelity Investments January 2007 - October 2007
Fidelity Investments May 2006 - December 2006
Fidelity Investments May 2005 - April 2006
Adecco Staffing, USA November 2003 - August 2004
Skills
Recruiting, Event Planning, Project Management, Internal Communications, Business Analysis, Building Relationships, Data Analysis, Client Liaison, Customer Service, Survey Design, Variable Annuities, Annuity Sales, Succession Planning, Organizational..., Training, Hiring
Education
Xavier University 2004 — 2006
Master of Arts (M.A.), Industrial and Organizational Psychology
University of Kentucky 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Protective Life Insurance Company November 2007 - Present
Fidelity Investments January 2007 - October 2007
Fidelity Investments May 2006 - December 2006
Fidelity Investments May 2005 - April 2006
Adecco Staffing, USA November 2003 - August 2004
Skills
Recruiting, Event Planning, Project Management, Internal Communications, Business Analysis, Building Relationships, Data Analysis, Client Liaison, Customer Service, Survey Design, Variable Annuities, Annuity Sales, Succession Planning, Organizational..., Training, Hiring
Education
Xavier University 2004 — 2006
Master of Arts (M.A.), Industrial and Organizational Psychology
University of Kentucky 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Cole Mosser's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Delta Tau Delta Fraternity March 2012 - April 2013
Pegasus Transportation, Inc. April 2010 - January 2013
Skills
Computing (Proficient..., Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Time Management, Sales, Leadership, Marketing
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
duPont Manual High School 2006 — 2010
G.E.D.
Fidelity Investments February 2015 - Present
Delta Tau Delta Fraternity March 2012 - April 2013
Pegasus Transportation, Inc. April 2010 - January 2013
Skills
Computing (Proficient..., Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Time Management, Sales, Leadership, Marketing
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
duPont Manual High School 2006 — 2010
G.E.D.
Brian Mirrielees's Fidelity Investments Experience October 2013 - Present
Job High Net Worth Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments December 2012 - October 2013
Fidelity Investments July 2012 - December 2012
Achiever's Tutoring of Kentucky February 2011 - July 2012
Skills
Microsoft Office, PowerPoint, Excel, Word, Customer Service, Strategic Planning, Social Media, Event Planning, Microsoft Word, Microsoft Excel
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Marketing
Highlands High School 2004 — 2008
Fidelity Investments October 2013 - Present
Fidelity Investments December 2012 - October 2013
Fidelity Investments July 2012 - December 2012
Achiever's Tutoring of Kentucky February 2011 - July 2012
Skills
Microsoft Office, PowerPoint, Excel, Word, Customer Service, Strategic Planning, Social Media, Event Planning, Microsoft Word, Microsoft Excel
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Marketing
Highlands High School 2004 — 2008
Patrick Jordan, CBFA's Fidelity Investments Experience September 1999 - February 2009
Job Sr. Plan Consultant, Vice President
Industry Financial Services
Experience
Stable Two Financial, LLC March 2009 - Present
Fidelity Investments September 1999 - February 2009
Fidelity Investments February 1997 - September 1999
Fidelity Investments February 1995 - February 1997
Skills
Investments, Retirement, ERISA, 401k, Retirement Plan..., Defined Benefit, Pensions, Profit Sharing, Plan Design, Investment Advisory
Education
University of Kentucky 1989 — 1994
BA, Economics
Covington Catholic
Stable Two Financial, LLC March 2009 - Present
Fidelity Investments September 1999 - February 2009
Fidelity Investments February 1997 - September 1999
Fidelity Investments February 1995 - February 1997
Skills
Investments, Retirement, ERISA, 401k, Retirement Plan..., Defined Benefit, Pensions, Profit Sharing, Plan Design, Investment Advisory
Education
University of Kentucky 1989 — 1994
BA, Economics
Covington Catholic
Beth Sutler's Fidelity Investments Experience July 1996 - June 2008
Job Warehouse Assistant at Wilmington Medical Supply
Industry Medical Devices
Experience
Wilmington Medical Supply January 2012 - Present
Silpada Designs October 2009 - October 2014
Fidelity Investments July 1996 - June 2008
McAlpins Department Store November 1988 - October 1995
Skills
Training, Event Planning, Vendor Management, Customer Service, Coaching, Process Improvement, Marketing, Leadership Development, Microsoft Office, Program Management, Retail, Team Building
Education
University of Kentucky 1980 — 1984
BS, Business Administration, Marketing
Wilmington Medical Supply January 2012 - Present
Silpada Designs October 2009 - October 2014
Fidelity Investments July 1996 - June 2008
McAlpins Department Store November 1988 - October 1995
Skills
Training, Event Planning, Vendor Management, Customer Service, Coaching, Process Improvement, Marketing, Leadership Development, Microsoft Office, Program Management, Retail, Team Building
Education
University of Kentucky 1980 — 1984
BS, Business Administration, Marketing
Garry D. Davidson's Fidelity Investments Experience September 2011 - Present
Job Fixed Income Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Allied Oil & Supply, Inc. January 2001 - August 2009
Michelin North America August 1996 - January 2001
United States Air Force August 1984 - July 1996
Skills
Management, P&L Management, Budgets, Leadership, Team Building, Recruiting
Education
Texas A&M University at Commerce
Master of Science, Technology
University of Kentucky
Bachelor of Arts, Economics
Fidelity Investments September 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Allied Oil & Supply, Inc. January 2001 - August 2009
Michelin North America August 1996 - January 2001
United States Air Force August 1984 - July 1996
Skills
Management, P&L Management, Budgets, Leadership, Team Building, Recruiting
Education
Texas A&M University at Commerce
Master of Science, Technology
University of Kentucky
Bachelor of Arts, Economics
Shelby Walters's Fidelity Investments Experience June 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - Present
Fidelity Investments September 2013 - July 2014
Red Mile Village Apartments February 2011 - July 2013
Aerie September 2010 - January 2011
Skills
Microsoft Word, Microsoft Excel, Communication, Ethical Decision Making, Selling Skills, Creativity Skills, Self-motivated Team..., Marketing, Team Leadership, Sales, Teamwork, Time Management, Microsoft Office, Customer Service, Leadership, Team Building
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - Present
Fidelity Investments September 2013 - July 2014
Red Mile Village Apartments February 2011 - July 2013
Aerie September 2010 - January 2011
Skills
Microsoft Word, Microsoft Excel, Communication, Ethical Decision Making, Selling Skills, Creativity Skills, Self-motivated Team..., Marketing, Team Leadership, Sales, Teamwork, Time Management, Microsoft Office, Customer Service, Leadership, Team Building
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Brandon Rozanski's Fidelity Investments Experience August 2015 - Present
Job University of Kentucky Graduate (BBA in Finance)
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Devou Park Golf Course May 2015 - September 2015
Skills
Teaching, Teamwork, Customer Service, Golf, Event Management, Microsoft Office, Social Networking, Public Speaking, Research, PowerPoint, Management, Time Management
Education
University of Kentucky 2011 — 2015
Bachelor of Business Administration (BBA) in Finance, Finance, General
Covington Catholic High School 2007 — 2011
University of Kentucky
Finance
Fidelity Investments August 2015 - Present
Devou Park Golf Course May 2015 - September 2015
Skills
Teaching, Teamwork, Customer Service, Golf, Event Management, Microsoft Office, Social Networking, Public Speaking, Research, PowerPoint, Management, Time Management
Education
University of Kentucky 2011 — 2015
Bachelor of Business Administration (BBA) in Finance, Finance, General
Covington Catholic High School 2007 — 2011
University of Kentucky
Finance
Chris Dabbikeh's Fidelity Investments Experience February 2014 - Present
Job Stock Plan Associate at Fidelity Investments
Industry Education Management
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments December 2012 - February 2014
Jefferson County Public Schools August 2012 - December 2012
Brooklawn Child & Family Services November 2011 - June 2012
Skills
Non-Profit Experience, Curriculum and..., Secondary Education, Social Studies, American History, World Politics, Political Science, Third World Politics, Educational Technology, Microsoft Word, Microsoft Office, Private Pilot, PowerPoint, NAUI Scuba Diver, Red Cross Lifeguard, CPR/AED Certification, Safe Crisis Management, Swim Coach, Private Swimming Lessons, Finance
Education
University of Kentucky 2010 — 2011
Masters, Curriculum and Instruction
University of Kentucky 2006 — 2010
BA, Secondary Education - Social Studies
Air Center One 2006 — 2007
Aviation, Private Pilot
Fidelity Investments February 2014 - Present
Fidelity Investments December 2012 - February 2014
Jefferson County Public Schools August 2012 - December 2012
Brooklawn Child & Family Services November 2011 - June 2012
Skills
Non-Profit Experience, Curriculum and..., Secondary Education, Social Studies, American History, World Politics, Political Science, Third World Politics, Educational Technology, Microsoft Word, Microsoft Office, Private Pilot, PowerPoint, NAUI Scuba Diver, Red Cross Lifeguard, CPR/AED Certification, Safe Crisis Management, Swim Coach, Private Swimming Lessons, Finance
Education
University of Kentucky 2010 — 2011
Masters, Curriculum and Instruction
University of Kentucky 2006 — 2010
BA, Secondary Education - Social Studies
Air Center One 2006 — 2007
Aviation, Private Pilot
Kathy Pater's Fidelity Investments Experience Human Resources ManagerFidelity InvestmentsMarch 2010 - May 2012
Job
Industry Human Resources
Experience
Fidelity Investments Human Resources ManagerFidelity InvestmentsMarch 2010 - May 2012
Vantedge, Inc. 2009 - April 2010
Fifth Third Bank July 2007 - February 2009
Fifth Third Bank July 2004 - July 2007
Fifth Third Bank January 2003 - July 2004
Fifth Third Bank January 2001 - January 2003
Skills
Employee Relations, Interviews, Leadership, Management, Human Resources, Performance Management, Personnel Management, Recruiting, Talent Management, Sourcing
Education
University of Kentucky 1989 — 1994
Fidelity Investments Human Resources ManagerFidelity InvestmentsMarch 2010 - May 2012
Vantedge, Inc. 2009 - April 2010
Fifth Third Bank July 2007 - February 2009
Fifth Third Bank July 2004 - July 2007
Fifth Third Bank January 2003 - July 2004
Fifth Third Bank January 2001 - January 2003
Skills
Employee Relations, Interviews, Leadership, Management, Human Resources, Performance Management, Personnel Management, Recruiting, Talent Management, Sourcing
Education
University of Kentucky 1989 — 1994
Ann Stutler's Fidelity Investments Experience August 1996 - 2003
Job National Account Manager at Divisions Maintenance Group
Industry Retail
Experience
Divisions Maintenance Group April 2013 - Present
Divisions, Inc. June 2008 - April 2013
Discovery Communications, LLC August 2004 - June 2010
All About Kids Parenting Magazine 2003 - 2004
Fidelity Investments August 1996 - 2003
Skills
Budgets, Customer Service, Account Management, Team Building, Strategic Planning, Sales, Contract Negotiation, Customer Satisfaction, Sales Management, Sales Operations, Leadership, Customer Retention, Operations Management, Cold Calling, Facilities Management, Training
Education
University of Kentucky 1986 — 1990
BA Communications, Journalism
Divisions Maintenance Group April 2013 - Present
Divisions, Inc. June 2008 - April 2013
Discovery Communications, LLC August 2004 - June 2010
All About Kids Parenting Magazine 2003 - 2004
Fidelity Investments August 1996 - 2003
Skills
Budgets, Customer Service, Account Management, Team Building, Strategic Planning, Sales, Contract Negotiation, Customer Satisfaction, Sales Management, Sales Operations, Leadership, Customer Retention, Operations Management, Cold Calling, Facilities Management, Training
Education
University of Kentucky 1986 — 1990
BA Communications, Journalism
Chasity Johnson's Fidelity Investments Experience September 2006 - November 2007
Job Director Product Management at LexisNexis
Industry Computer Software
Experience
LexisNexis October 2014 - Present
Moreover Technologies (acquired by LexisNexis) July 2013 - October 2014
Panini July 2011 - July 2013
Outlier Technologies, Inc. November 2007 - June 2011
Fidelity Investments September 2006 - November 2007
Fidelity Investments September 2003 - September 2006
Fidelity Investments January 2001 - September 2003
Skills
Business Development, Strategic Planning, Requirements Analysis, Product Marketing, Software Project..., Vendor Management, Analytics, Business Process..., Business Intelligence, Project Portfolio..., Relationship Management, Business Strategy, Enterprise Software, SDLC, Agile Project Management, Product Lifecycle..., Segmentation, Business Process, Competitive Intelligence, Marketing Communications, Email Marketing, Digital Marketing, Product Management, Training Delivery, Cloud Computing, Agile Methodologies, Management, Go-to-market Strategy, Analysis
Education
Xavier University 2003 — 2005
MBA, Business Administration
University of Kentucky 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
LexisNexis October 2014 - Present
Moreover Technologies (acquired by LexisNexis) July 2013 - October 2014
Panini July 2011 - July 2013
Outlier Technologies, Inc. November 2007 - June 2011
Fidelity Investments September 2006 - November 2007
Fidelity Investments September 2003 - September 2006
Fidelity Investments January 2001 - September 2003
Skills
Business Development, Strategic Planning, Requirements Analysis, Product Marketing, Software Project..., Vendor Management, Analytics, Business Process..., Business Intelligence, Project Portfolio..., Relationship Management, Business Strategy, Enterprise Software, SDLC, Agile Project Management, Product Lifecycle..., Segmentation, Business Process, Competitive Intelligence, Marketing Communications, Email Marketing, Digital Marketing, Product Management, Training Delivery, Cloud Computing, Agile Methodologies, Management, Go-to-market Strategy, Analysis
Education
Xavier University 2003 — 2005
MBA, Business Administration
University of Kentucky 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Clay Luby's Fidelity Investments Experience April 2015 - Present
Job Vice President, Asset Management Controller at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Pyramis Global Advisors (A Fidelity Investements Company) September 2008 - March 2015
Radian Group Inc. January 2005 - April 2008
Penn Mutual Life Insurance Company 2002 - 2005
Hornor, Townsend & Kent, Inc. 2002 - 2005
Quadramed Corporation 2001 - 2001
Fireman's Fund Insurance Company 2000 - 2001
Fireman's Fund Insurance Company 1997 - 2000
Skills
PeopleSoft, Accounting, Financial Reporting, Leadership, Equities, Strategic Financial..., Risk Management, Finance, Financial Services, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Financial Planning
Education
University of Kentucky 1985 — 1987
BSBA, Management
University of Louisville
BBA, Accounting
Fidelity Investments April 2015 - Present
Pyramis Global Advisors (A Fidelity Investements Company) September 2008 - March 2015
Radian Group Inc. January 2005 - April 2008
Penn Mutual Life Insurance Company 2002 - 2005
Hornor, Townsend & Kent, Inc. 2002 - 2005
Quadramed Corporation 2001 - 2001
Fireman's Fund Insurance Company 2000 - 2001
Fireman's Fund Insurance Company 1997 - 2000
Skills
PeopleSoft, Accounting, Financial Reporting, Leadership, Equities, Strategic Financial..., Risk Management, Finance, Financial Services, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Financial Planning
Education
University of Kentucky 1985 — 1987
BSBA, Management
University of Louisville
BBA, Accounting
Andrea Funken's Fidelity Investments Experience February 2014 - Present
Job Pricing Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Liberty Mutual Insurance April 2013 - February 2014
Liberty Mutual Insurance March 2010 - May 2013
Enterprise Rent-A-Car June 2009 - March 2010
Total Quality Logistics May 2008 - July 2008
Skills
Time Management, Customer Service, Underwriting, Analytical Skills, Negotiation, Marketing, Microsoft Excel, Business Intelligence, Teradata, SQL, Access, Outstanding Customer..., Analytical Approach, Process Efficiencies, Close Attention to...
Education
University of Kentucky 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing, 3.5
Associate in General Insurance (AINS Designation)
Associate in Personal Insurance (API Designation)
Fidelity Investments February 2014 - Present
Liberty Mutual Insurance April 2013 - February 2014
Liberty Mutual Insurance March 2010 - May 2013
Enterprise Rent-A-Car June 2009 - March 2010
Total Quality Logistics May 2008 - July 2008
Skills
Time Management, Customer Service, Underwriting, Analytical Skills, Negotiation, Marketing, Microsoft Excel, Business Intelligence, Teradata, SQL, Access, Outstanding Customer..., Analytical Approach, Process Efficiencies, Close Attention to...
Education
University of Kentucky 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing, 3.5
Associate in General Insurance (AINS Designation)
Associate in Personal Insurance (API Designation)
Doug Poore's Fidelity Investments Experience June 1997 - Present
Job Vice President, Account Executive
Industry Financial Services
Experience
Fidelity Investments June 1997 - Present
Education
University of Kentucky 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Conner High School 1988 — 1992
Fidelity Investments June 1997 - Present
Education
University of Kentucky 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Conner High School 1988 — 1992
Andy Machenheimer's Fidelity Investments Experience 2000 - 2006
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade August 2007 - October 2012
Fidelity Investments 2000 - 2006
Skills
Portfolio Management, Recruiting, Training, Sales, Coaching, Sales Process, Retirement, Mutual Funds, Series 7, Series 63
Education
University of Kentucky 1996 — 2000
Personal Finance
Bishop Brossart 1992 — 1995
TD Ameritrade October 2012 - Present
TD Ameritrade August 2007 - October 2012
Fidelity Investments 2000 - 2006
Skills
Portfolio Management, Recruiting, Training, Sales, Coaching, Sales Process, Retirement, Mutual Funds, Series 7, Series 63
Education
University of Kentucky 1996 — 2000
Personal Finance
Bishop Brossart 1992 — 1995
Becky Dougherty's Fidelity Investments Experience October 2006 - August 2007
Job Compliance Examiner at Capital Analysts Incorporated
Industry Financial Services
Experience
Capital Analysts Incorporated August 2007 - Present
Fidelity Investments October 2006 - August 2007
Hilliard Lyons June 2003 - October 2005
Education
University of Kentucky 2000 — 2004
BBA, Finance & Management
Capital Analysts Incorporated August 2007 - Present
Fidelity Investments October 2006 - August 2007
Hilliard Lyons June 2003 - October 2005
Education
University of Kentucky 2000 — 2004
BBA, Finance & Management
Toni Baker's Fidelity Investments Experience July 2008 - June 2011
Job Sr. Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Fidelity Investments July 2008 - June 2011
Fidelity Investments September 2006 - July 2008
Fidelity Investments January 2006 - August 2006
Fidelity Investments February 2003 - May 2005
Fidelity Investments September 2002 - February 2003
Skills
Process Improvement, Management, SDLC, Business Analysis, Software Development, MS Project, Program Management, PMP, Project Planning, Six Sigma, Leadership, Analysis, Project Management, Testing
Education
St. Francis College 1987 — 1988
University of Kentucky 1985 — 1987
TIAA-CREF June 2011 - Present
Fidelity Investments July 2008 - June 2011
Fidelity Investments September 2006 - July 2008
Fidelity Investments January 2006 - August 2006
Fidelity Investments February 2003 - May 2005
Fidelity Investments September 2002 - February 2003
Skills
Process Improvement, Management, SDLC, Business Analysis, Software Development, MS Project, Program Management, PMP, Project Planning, Six Sigma, Leadership, Analysis, Project Management, Testing
Education
St. Francis College 1987 — 1988
University of Kentucky 1985 — 1987
Terese Castellano's Fidelity Investments Experience August 2007 - June 2008
Job Consultant PM / BA at EdAssist
Industry Information Technology and Services
Experience
EdAssist August 2014 - Present
Bank of America November 2009 - April 2012
Bank of America October 2008 - February 2009
Fidelity Investments August 2007 - June 2008
Fidelity Investments February 2006 - August 2007
Fidelity Investments January 2005 - February 2006
Fidelity Investments July 2004 - January 2005
Fidelity Investments November 2003 - July 2004
Fidelity Investments June 2000 - November 2003
Safety Insurance December 1999 - June 2000
Skills
Business Analysis, Systems Analysis, Quality Assurance, Requirements Analysis, SDLC, Vendor Management, Cross-functional Team..., Requirements Gathering, Visio
Education
University of Kentucky
EdAssist August 2014 - Present
Bank of America November 2009 - April 2012
Bank of America October 2008 - February 2009
Fidelity Investments August 2007 - June 2008
Fidelity Investments February 2006 - August 2007
Fidelity Investments January 2005 - February 2006
Fidelity Investments July 2004 - January 2005
Fidelity Investments November 2003 - July 2004
Fidelity Investments June 2000 - November 2003
Safety Insurance December 1999 - June 2000
Skills
Business Analysis, Systems Analysis, Quality Assurance, Requirements Analysis, SDLC, Vendor Management, Cross-functional Team..., Requirements Gathering, Visio
Education
University of Kentucky
Scott Risk's Fidelity Investments Experience March 2002 - Present
Job at Fidelty Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2002 - Present
Archon Group November 2000 - March 2002
Fidelity Investments June 1996 - November 2000
Skills
Agile Methodologies, Spring, Java, Java Enterprise Edition, Requirements Analysis, Software Development, Web Services, XML, SQL, Unix, SDLC, Unix Shell Scripting, Oracle
Education
University of Iowa 1989 — 1993
BS, Computer Science
Fidelity Investments March 2002 - Present
Archon Group November 2000 - March 2002
Fidelity Investments June 1996 - November 2000
Skills
Agile Methodologies, Spring, Java, Java Enterprise Edition, Requirements Analysis, Software Development, Web Services, XML, SQL, Unix, SDLC, Unix Shell Scripting, Oracle
Education
University of Iowa 1989 — 1993
BS, Computer Science
Bill Hochleutner's Fidelity Investments Experience January 2007 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments March 2005 - January 2007
Fidelity Investments March 1998 - March 2005
Fidelity Investments January 1997 - May 1998
Fidelity Investments June 1992 - January 1997
Fidelity Investments April 1989 - June 1992
Education
University of Kentucky 1982 — 1986
BBA
Fidelity Investments January 2007 - Present
Fidelity Investments March 2005 - January 2007
Fidelity Investments March 1998 - March 2005
Fidelity Investments January 1997 - May 1998
Fidelity Investments June 1992 - January 1997
Fidelity Investments April 1989 - June 1992
Education
University of Kentucky 1982 — 1986
BBA
Erin Rowland's Fidelity Investments Experience 1996 - 1998
Job Power Broker at ICAP Energy
Industry Financial Services
Experience
ICAP Energy February 1998 - Present
Fidelity Investments 1996 - 1998
Laura's Lean Beef 1995 - 1996
Skills
Energy, Commodity, Commodity Markets, Risk Management, Account Management, Trading Systems, Trading, Financial Markets, Financial Analysis, Portfolio Management, Sales, Derivatives, Hedging, Valuation, FX Options, Fixed Income, Market Analysis, Equities
Education
University of Kentucky 1993 — 1995
BS, Social Work
University of Maryland College Park 1990 — 1993
ICAP Energy February 1998 - Present
Fidelity Investments 1996 - 1998
Laura's Lean Beef 1995 - 1996
Skills
Energy, Commodity, Commodity Markets, Risk Management, Account Management, Trading Systems, Trading, Financial Markets, Financial Analysis, Portfolio Management, Sales, Derivatives, Hedging, Valuation, FX Options, Fixed Income, Market Analysis, Equities
Education
University of Kentucky 1993 — 1995
BS, Social Work
University of Maryland College Park 1990 — 1993
Matthew Nutz's Fidelity Investments Experience September 2011 - Present
Job Senior Margin Trading Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments March 2009 - September 2011
Fidelity Investments July 2008 - March 2009
Fidelity Investments November 2006 - July 2008
Transamerica Retirement Solutions (formerly Diversified Investment Advisors) August 2004 - November 2006
Transamerica Retirement Solutions (formerly Diversified Investment Advisors) May 2002 - August 2004
University of Iowa Hospitals and Clinics August 1999 - May 2002
APAC Customer Services September 1998 - August 1999
Skills
Margin, Options, Day Trading, Risk Management, Market Risk, Financial Markets, Market Structure, Equity Derivatives, Index Options, Complex Option..., Equities, Trading Systems, Regulation T, Regulation SHO, Securities Regulation, Microsoft Office, Windows, 401k, 403 b, 457 Plans, Pensions, Defined Benefit, Defined Contribution, Money Purchase, Profit Sharing, Bond Markets
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
BBA, Finance
Thomas Jefferson High School 1993 — 1997
Fidelity Investments September 2011 - Present
Fidelity Investments March 2009 - September 2011
Fidelity Investments July 2008 - March 2009
Fidelity Investments November 2006 - July 2008
Transamerica Retirement Solutions (formerly Diversified Investment Advisors) August 2004 - November 2006
Transamerica Retirement Solutions (formerly Diversified Investment Advisors) May 2002 - August 2004
University of Iowa Hospitals and Clinics August 1999 - May 2002
APAC Customer Services September 1998 - August 1999
Skills
Margin, Options, Day Trading, Risk Management, Market Risk, Financial Markets, Market Structure, Equity Derivatives, Index Options, Complex Option..., Equities, Trading Systems, Regulation T, Regulation SHO, Securities Regulation, Microsoft Office, Windows, 401k, 403 b, 457 Plans, Pensions, Defined Benefit, Defined Contribution, Money Purchase, Profit Sharing, Bond Markets
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
BBA, Finance
Thomas Jefferson High School 1993 — 1997
Lisa Kirk's Fidelity Investments Experience January 2000 - December 2008
Job Vice President, Manager of Learning Project Management, Fifth Third Bank
Industry Professional Training & Coaching
Experience
Fifth Third Bank March 2013 - Present
Fifth Third Bank November 2009 - March 2013
The GMarie Group July 2009 - October 2009
Fidelity Investments January 2000 - December 2008
Fidelity Investments September 1993 - January 2000
Fifth Third Bank December 1992 - September 1993
Fifth Third Bank December 1990 - December 1992
Fifth Third Bank May 1990 - December 1990
Skills
Cross-functional Team..., Six Sigma, Performance Consulting, E-Learning, Learning Management, Instructional Design, Strategic Planning, Training, Leadership Development, CRM, Adult Education, Needs Analysis, Strategy, Performance Management, Employee Benefits
Education
University of Kentucky 1986 — 1990
BBA, Marketing
Fifth Third Bank March 2013 - Present
Fifth Third Bank November 2009 - March 2013
The GMarie Group July 2009 - October 2009
Fidelity Investments January 2000 - December 2008
Fidelity Investments September 1993 - January 2000
Fifth Third Bank December 1992 - September 1993
Fifth Third Bank December 1990 - December 1992
Fifth Third Bank May 1990 - December 1990
Skills
Cross-functional Team..., Six Sigma, Performance Consulting, E-Learning, Learning Management, Instructional Design, Strategic Planning, Training, Leadership Development, CRM, Adult Education, Needs Analysis, Strategy, Performance Management, Employee Benefits
Education
University of Kentucky 1986 — 1990
BBA, Marketing
Todd Gottdiner's Fidelity Investments Experience March 2007 - January 2012
Job Financial Consultant at TIAACREF
Industry Investment Management
Experience
TIAA-CREF January 2012 - Present
Fidelity Investments March 2007 - January 2012
Western & Southern Financial Group May 2000 - March 2007
Bank One November 1997 - May 2000
Fidelity Investments May 1996 - November 1997
Walgreens June 1988 - May 1996
Skills
Mutual Funds, Investments, 401k, Fixed Annuities, Estate Planning, Securities, Recruiting, Business Planning, Sales, Sales Management, Series 63, Retirement Planning, Series 7, IRAs, Retirement
Education
University of Kentucky 1981 — 1992
BA, History
Dixie Heights High School 1978 — 1981
Diploma, College Prep
TIAA-CREF January 2012 - Present
Fidelity Investments March 2007 - January 2012
Western & Southern Financial Group May 2000 - March 2007
Bank One November 1997 - May 2000
Fidelity Investments May 1996 - November 1997
Walgreens June 1988 - May 1996
Skills
Mutual Funds, Investments, 401k, Fixed Annuities, Estate Planning, Securities, Recruiting, Business Planning, Sales, Sales Management, Series 63, Retirement Planning, Series 7, IRAs, Retirement
Education
University of Kentucky 1981 — 1992
BA, History
Dixie Heights High School 1978 — 1981
Diploma, College Prep
Trey Higgins's Fidelity Investments Experience February 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
JP Morgan Chase August 2010 - March 2012
Fidelity Investments May 1998 - August 2010
USMC May 1991 - August 1997
Skills
Series 7, Series 24, Series 63, Series 66, Defined Benefit, 401k
Education
Xavier University 2002 — 2005
MBA
University of Kentucky 1995 — 1998
B.A., Economics
Fidelity Investments February 2012 - Present
JP Morgan Chase August 2010 - March 2012
Fidelity Investments May 1998 - August 2010
USMC May 1991 - August 1997
Skills
Series 7, Series 24, Series 63, Series 66, Defined Benefit, 401k
Education
Xavier University 2002 — 2005
MBA
University of Kentucky 1995 — 1998
B.A., Economics
Andy Disken's Fidelity Investments Experience December 1993 - Present
Job Senior Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 1993 - Present
Skills
Vendor Management, Relationship Management, Process Improvement, Series 7, Business Analysis, Mutual Funds, Series 63, SDLC, Project Management, Equities, 401k, Program Management, Risk Management, Management, CRM, Cross-functional Team..., Strategic Planning, Retirement, Securities, Financial Services
Education
University of Kentucky 1989 — 1992
Bachelor of Arts (B.A.), Sociology
Fidelity Investments December 1993 - Present
Skills
Vendor Management, Relationship Management, Process Improvement, Series 7, Business Analysis, Mutual Funds, Series 63, SDLC, Project Management, Equities, 401k, Program Management, Risk Management, Management, CRM, Cross-functional Team..., Strategic Planning, Retirement, Securities, Financial Services
Education
University of Kentucky 1989 — 1992
Bachelor of Arts (B.A.), Sociology
Adam Caldwell's Fidelity Investments Experience January 2012 - Present
Job Client Service Manager Fidelity Stock Plan Services
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments September 2008 - December 2011
Fidelity Investments January 2006 - September 2008
Bank One February 2000 - March 2001
Education
University of Kentucky 1995 — 1999
BBA, Business Administration and Management, General
Fidelity Investments January 2012 - Present
Fidelity Investments September 2008 - December 2011
Fidelity Investments January 2006 - September 2008
Bank One February 2000 - March 2001
Education
University of Kentucky 1995 — 1999
BBA, Business Administration and Management, General
Brian Kessans's Fidelity Investments Experience January 2006 - February 2009
Job Contracts Management Director at Vantiv
Industry Financial Services
Experience
Vantiv January 2011 - Present
Pomeroy IT Solutions June 2009 - May 2012
Fidelity Investments January 2006 - February 2009
Kessans Whitehall Insurance November 2003 - December 2005
Fidelity Investments July 2000 - October 2003
Education
Xavier University 1998 — 2000
MBA, Business
University of Kentucky 1991 — 1995
BA, Marketing, Management w/ Int'l Concentrations
Vantiv January 2011 - Present
Pomeroy IT Solutions June 2009 - May 2012
Fidelity Investments January 2006 - February 2009
Kessans Whitehall Insurance November 2003 - December 2005
Fidelity Investments July 2000 - October 2003
Education
Xavier University 1998 — 2000
MBA, Business
University of Kentucky 1991 — 1995
BA, Marketing, Management w/ Int'l Concentrations
Greg Workman's Fidelity Investments Experience October 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments November 2012 - October 2013
Fidelity Investments November 2011 - November 2012
Deutsche Bank July 2011 - November 2011
Deutsche Bank April 2009 - June 2011
Spectrum Financial Alliance June 2008 - February 2009
Skills
Sales, Series 63, Banking, Series 7, Series 66
Education
University of Kentucky 2004 — 2008
BBA, Finance & Management
Fidelity Investments October 2013 - Present
Fidelity Investments November 2012 - October 2013
Fidelity Investments November 2011 - November 2012
Deutsche Bank July 2011 - November 2011
Deutsche Bank April 2009 - June 2011
Spectrum Financial Alliance June 2008 - February 2009
Skills
Sales, Series 63, Banking, Series 7, Series 66
Education
University of Kentucky 2004 — 2008
BBA, Finance & Management
Alyson Workman's Fidelity Investments Experience June 2010 - November 2012
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
Harris Associates April 2014 - April 2015
Deutsche Bank November 2012 - April 2014
Fidelity Investments June 2010 - November 2012
PNC Bank June 2008 - June 2010
General Electric Aviation May 2007 - August 2007
Skills
Series 63, Series 7, Banking, Wealth Management, Mutual Funds, Securities, Investments, Equities, Financial Services, Bloomberg, Finance, Valuation, Retail Banking, Trading
Education
University of Kentucky 2004 — 2008
BBA, Management & Marketing
Goldman Sachs May 2015 - Present
Harris Associates April 2014 - April 2015
Deutsche Bank November 2012 - April 2014
Fidelity Investments June 2010 - November 2012
PNC Bank June 2008 - June 2010
General Electric Aviation May 2007 - August 2007
Skills
Series 63, Series 7, Banking, Wealth Management, Mutual Funds, Securities, Investments, Equities, Financial Services, Bloomberg, Finance, Valuation, Retail Banking, Trading
Education
University of Kentucky 2004 — 2008
BBA, Management & Marketing
Daniel Nahirniak's Fidelity Investments Experience July 2002 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments July 2002 - Present
Goshen School District August 2000 - July 2002
Education
University of Kentucky 1992 — 1997
BA Education, Middle School Education
Fidelity Investments July 2002 - Present
Goshen School District August 2000 - July 2002
Education
University of Kentucky 1992 — 1997
BA Education, Middle School Education
Lina DiBonaventura-Smith's Fidelity Investments Experience March 2007 - February 2009
Job Insurance & Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments March 2007 - February 2009
Education
University of Kentucky
B.S., Accounting
Fidelity Investments March 2007 - February 2009
Education
University of Kentucky
B.S., Accounting
Darrin Woeste's Fidelity Investments Experience May 2015 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
Fidelity Investments July 2012 - June 2014
Fidelity Investments July 2011 - July 2012
First Investors Corporation December 2010 - March 2011
Royal Lexington Apartments May 2010 - September 2010
20th Century Fox May 2009 - August 2009
Education
University of Kentucky 2007 — 2011
Finance, International Business
Findlay Senior High School
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
Fidelity Investments July 2012 - June 2014
Fidelity Investments July 2011 - July 2012
First Investors Corporation December 2010 - March 2011
Royal Lexington Apartments May 2010 - September 2010
20th Century Fox May 2009 - August 2009
Education
University of Kentucky 2007 — 2011
Finance, International Business
Findlay Senior High School
Junaid Kochak's Fidelity Investments Experience October 2011 - Present
Job Test Automation Architect at Infosys
Industry Information Technology and Services
Experience
Infosys October 2014 - Present
Fidelity Investments October 2011 - Present
Fidelity Investments 2007 - 2012
Infosys 2007 - 2009
Skills
Test Automation, Quality Center, QTP, Testing, Test Planning, Quality Assurance, Manual Testing, Test Automation..., SDLC, Waterfall, Selenium, Test Cases, Automation, Test Management, Java, Requirements Analysis, Regression Testing, Defect Tracking, Test Strategy, Agile Methodologies, Agile Testing, Performance Testing, System Testing, User Acceptance Testing, Black Box Testing, Software Quality..., Scrum, SQL, Requirements Gathering, Unix Shell Scripting, LoadRunner, Unix, XML, PL/SQL, Functional Testing, Test Execution, Integration Testing, Business Requirements, System Integration..., Web Testing, Test Estimation, VBScript, ClearQuest, Eclipse, Core Java, Agile, Visual Basic, Selenium WebDriver, BDD, SAHI
Education
University of Jammu 2002 — 2006
Bachelor of Engineering, Computer Science Engineering
Burn Hall
Infosys October 2014 - Present
Fidelity Investments October 2011 - Present
Fidelity Investments 2007 - 2012
Infosys 2007 - 2009
Skills
Test Automation, Quality Center, QTP, Testing, Test Planning, Quality Assurance, Manual Testing, Test Automation..., SDLC, Waterfall, Selenium, Test Cases, Automation, Test Management, Java, Requirements Analysis, Regression Testing, Defect Tracking, Test Strategy, Agile Methodologies, Agile Testing, Performance Testing, System Testing, User Acceptance Testing, Black Box Testing, Software Quality..., Scrum, SQL, Requirements Gathering, Unix Shell Scripting, LoadRunner, Unix, XML, PL/SQL, Functional Testing, Test Execution, Integration Testing, Business Requirements, System Integration..., Web Testing, Test Estimation, VBScript, ClearQuest, Eclipse, Core Java, Agile, Visual Basic, Selenium WebDriver, BDD, SAHI
Education
University of Jammu 2002 — 2006
Bachelor of Engineering, Computer Science Engineering
Burn Hall
Greg Ruyak's Fidelity Investments Experience June 1998 - Present
Job client service manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1998 - Present
Skills
Mutual Funds, 401k, Health Savings Accounts, Retirement Savings
Education
University of Kentucky 1993 — 1998
BS, Economics
Fidelity Investments June 1998 - Present
Skills
Mutual Funds, 401k, Health Savings Accounts, Retirement Savings
Education
University of Kentucky 1993 — 1998
BS, Economics
Greg Kinsella's Fidelity Investments Experience July 1999 - Present
Job Manager, Specialty Trading at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1999 - Present
Skills
Leadership, Training, Team Leadership, Coaching, Process Improvement, Risk Management, Policy, Vendor Management
Education
University of Kentucky
BA, Finance
Fidelity Investments July 1999 - Present
Skills
Leadership, Training, Team Leadership, Coaching, Process Improvement, Risk Management, Policy, Vendor Management
Education
University of Kentucky
BA, Finance
Chris Arrowood's Fidelity Investments Experience October 2008 - Present
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Fidelity Investments April 2005 - September 2008
Fidelity Investments July 2002 - March 2005
Education
University of Kentucky 1996 — 2000
BBA, Marketing
Fidelity Investments October 2008 - Present
Fidelity Investments April 2005 - September 2008
Fidelity Investments July 2002 - March 2005
Education
University of Kentucky 1996 — 2000
BBA, Marketing
Kyle Stanutz's Fidelity Investments Experience February 2011 - September 2013
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Merrill Edge September 2013 - October 2014
Fidelity Investments February 2011 - September 2013
Skills
Sales, Investment Advisory, Asset Allocation, Series 7, Strategic Financial..., Series 65, Series 63
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
BBA, Finance
Western Illinois University
Merrill Edge October 2014 - Present
Merrill Edge September 2013 - October 2014
Fidelity Investments February 2011 - September 2013
Skills
Sales, Investment Advisory, Asset Allocation, Series 7, Strategic Financial..., Series 65, Series 63
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
BBA, Finance
Western Illinois University
Courtney Barlow's Fidelity Investments Experience 2009 - 2010
Job Member Services Manager at Cincinnati Art Museum
Industry Nonprofit Organization Management
Experience
Cincinnati Art Museum November 2014 - Present
Faces without Places September 2013 - Present
Dress for Success Cincinnati August 2010 - November 2014
Dress for Success Cincinnati August 2010 - July 2011
Fidelity Investments 2009 - 2010
Unitierra, A.C. April 2008 - September 2008
Skills
Non-profits, Editing, Public Speaking, Fundraising, Volunteer Management, Event Planning, Microsoft Office, Customer Service, Strategic Planning, Research, Program Management, Social Media, Project Management, Program Development, PowerPoint, Event Management, System Administration, Nonprofits, Grant Writing, Community Development, Community Outreach, Policy, Leadership Development, Grants
Education
University of Kentucky 2004 — 2008
Bachelor of Arts (B.A.), Human Geography
Lloyd Memorail High School 1998 — 2001
High School Diploma
Cincinnati Art Museum November 2014 - Present
Faces without Places September 2013 - Present
Dress for Success Cincinnati August 2010 - November 2014
Dress for Success Cincinnati August 2010 - July 2011
Fidelity Investments 2009 - 2010
Unitierra, A.C. April 2008 - September 2008
Skills
Non-profits, Editing, Public Speaking, Fundraising, Volunteer Management, Event Planning, Microsoft Office, Customer Service, Strategic Planning, Research, Program Management, Social Media, Project Management, Program Development, PowerPoint, Event Management, System Administration, Nonprofits, Grant Writing, Community Development, Community Outreach, Policy, Leadership Development, Grants
Education
University of Kentucky 2004 — 2008
Bachelor of Arts (B.A.), Human Geography
Lloyd Memorail High School 1998 — 2001
High School Diploma
Edward McMillan's Fidelity Investments Experience May 2000 - June 2004
Job Sr. Finance Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank September 2010 - Present
Fifth Third Bank October 2006 - September 2010
Fifth Third Bank June 2004 - October 2006
Fidelity Investments May 2000 - June 2004
Skills
Strategic Financial..., Banking, Financial Reporting, Essbase, Financial Analysis, Capital Budgeting
Education
Xavier University 2004 — 2006
MBA, Finance
University of Kentucky 1996 — 2000
Bachelor, Finance & Economics
Fifth Third Bank September 2010 - Present
Fifth Third Bank October 2006 - September 2010
Fifth Third Bank June 2004 - October 2006
Fidelity Investments May 2000 - June 2004
Skills
Strategic Financial..., Banking, Financial Reporting, Essbase, Financial Analysis, Capital Budgeting
Education
Xavier University 2004 — 2006
MBA, Finance
University of Kentucky 1996 — 2000
Bachelor, Finance & Economics
Chris Lubrano's Fidelity Investments Experience February 2011 - March 2014
Job Inside sales at Diehl Steel
Industry Mining & Metals
Experience
Diehl Steel Co February 2015 - Present
The Bank of Kentucky March 2014 - February 2015
Fidelity Investments February 2011 - March 2014
River Trader Sporting Goods August 2008 - December 2010
Skills
Customer Service, Trading, Financial Analysis, Web Design
Education
University of Kentucky 2004 — 2008
Bachelor of Science (BS), Agricultural Economics
Diehl Steel Co February 2015 - Present
The Bank of Kentucky March 2014 - February 2015
Fidelity Investments February 2011 - March 2014
River Trader Sporting Goods August 2008 - December 2010
Skills
Customer Service, Trading, Financial Analysis, Web Design
Education
University of Kentucky 2004 — 2008
Bachelor of Science (BS), Agricultural Economics
Bill Meyers's Fidelity Investments Experience July 2011 - Present
Job VP/Regional Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments January 2000 - July 2011
Skills
Mutual Funds, Investments, Series 7, Wealth Management, Series 63, Financial Services, Retirement Planning, Asset Allocation, Asset Management, Securities
Education
University of Kentucky 1985 — 1989
Bachelor of Business Administration (BBA), Finance
Fidelity Investments July 2011 - Present
Fidelity Investments January 2000 - July 2011
Skills
Mutual Funds, Investments, Series 7, Wealth Management, Series 63, Financial Services, Retirement Planning, Asset Allocation, Asset Management, Securities
Education
University of Kentucky 1985 — 1989
Bachelor of Business Administration (BBA), Finance
Alexander Kreiser's Fidelity Investments Experience 2012 - 2012
Job Hospitality Professional
Industry Hospitality
Experience
Fidelity Investments 2012 - 2012
Education
University of Kentucky 2005 — 2012
Hospitality and Tourism Management
Fidelity Investments 2012 - 2012
Education
University of Kentucky 2005 — 2012
Hospitality and Tourism Management
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank