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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Scott Filback Scott Filback's Fidelity Investments Experience December 2001 - December 2003
Job Owner/Operator
Industry Fine Art
Experience
Barren River Tactical Solutions September 2013 - Present
The J.M. Smucker Company March 2005 - April 2013
The Wendy's Company February 2004 - August 2004
Fidelity Investments December 2001 - December 2003
Friedman;s Jewelers June 2000 - November 2001
Darden July 1993 - June 2000
Skills
Customer Service, Training, Public Speaking, Range Safety, Leadership, Kepner-Tregoe, Conflict Resolution, Emergency Planning, Firearms, Retail, Time Management, Process Improvement, Emergency Management, Team Leadership, PowerPoint, Team Building, Problem Solving, Microsoft Word, Microsoft Office, Management, Microsoft Excel, Loss Prevention, Inventory Management, Physical Security, Employee Relations, Employee Training, Employee Engagement, Employee Management, First Aid, Machine Operation, Food Safety, Food Industry, Food Processing, Food Manufacturing, Quality Control, Food Quality, Customer Relations, Customer Support, Sales Management, Retail Sales, Cash Management, Confined Space Rescue, Active Shooter, First Responder
Education
University of Louisville 1990 — 1992
Sociology/Political Science
Barren River Tactical Solutions September 2013 - Present
The J.M. Smucker Company March 2005 - April 2013
The Wendy's Company February 2004 - August 2004
Fidelity Investments December 2001 - December 2003
Friedman;s Jewelers June 2000 - November 2001
Darden July 1993 - June 2000
Skills
Customer Service, Training, Public Speaking, Range Safety, Leadership, Kepner-Tregoe, Conflict Resolution, Emergency Planning, Firearms, Retail, Time Management, Process Improvement, Emergency Management, Team Leadership, PowerPoint, Team Building, Problem Solving, Microsoft Word, Microsoft Office, Management, Microsoft Excel, Loss Prevention, Inventory Management, Physical Security, Employee Relations, Employee Training, Employee Engagement, Employee Management, First Aid, Machine Operation, Food Safety, Food Industry, Food Processing, Food Manufacturing, Quality Control, Food Quality, Customer Relations, Customer Support, Sales Management, Retail Sales, Cash Management, Confined Space Rescue, Active Shooter, First Responder
Education
University of Louisville 1990 — 1992
Sociology/Political Science
Ryan Shouse's Fidelity Investments Experience January 2015 - Present
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
Fidelity Investments March 2013 - November 2013
Fidelity Investments June 2012 - March 2013
University of Kentucky August 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch Wealth Management June 2011 - August 2011
Highland Country Club March 2006 - May 2011
Skills
PowerPoint, Excel, Word, Microsoft Office, Customer Service
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Kentucky 2008 — 2012
B.S, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
Fidelity Investments March 2013 - November 2013
Fidelity Investments June 2012 - March 2013
University of Kentucky August 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch Wealth Management June 2011 - August 2011
Highland Country Club March 2006 - May 2011
Skills
PowerPoint, Excel, Word, Microsoft Office, Customer Service
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Kentucky 2008 — 2012
B.S, Finance
Audrey Zinninger's Fidelity Investments Experience July 2013 - Present
Job Trombonist/Teacher/Brokerage Operations Stock Plan Services/Zumba Instructor
Industry Financial Services
Experience
Zumba, LLC May 2014 - Present
Fidelity Investments July 2013 - Present
University of Cincinnati College-Conservatory of Music October 2010 - Present
Fidelity Investments January 2012 - June 2013
Veritude with Fidelity Investments February 2011 - January 2012
Hertz Local Edition October 2010 - February 2011
Payless ShoeSource September 2009 - May 2010
University of Cincinnati College-Conservatory of Music September 2007 - July 2009
University of Louisville August 2003 - May 2007
Six Flags Kentucky Kingdom April 2005 - October 2005
Education
Univeristy of Cincinnati College-Conservatory of Music 2007 — 2009
Master's of Science, Music Performance, 3.674/4.0
University of Louisville 2003 — 2007
Bachelor's of Science, Music Performance, 3.545/4.0
Zumba, LLC May 2014 - Present
Fidelity Investments July 2013 - Present
University of Cincinnati College-Conservatory of Music October 2010 - Present
Fidelity Investments January 2012 - June 2013
Veritude with Fidelity Investments February 2011 - January 2012
Hertz Local Edition October 2010 - February 2011
Payless ShoeSource September 2009 - May 2010
University of Cincinnati College-Conservatory of Music September 2007 - July 2009
University of Louisville August 2003 - May 2007
Six Flags Kentucky Kingdom April 2005 - October 2005
Education
Univeristy of Cincinnati College-Conservatory of Music 2007 — 2009
Master's of Science, Music Performance, 3.674/4.0
University of Louisville 2003 — 2007
Bachelor's of Science, Music Performance, 3.545/4.0
Anagh Verma Anagh Verma's Fidelity Investments Experience April 2015 - Present
Job Senior Java/J2EE Professional
Industry Information Technology and Services
Experience
Fidelity Investments April 2015 - Present
CVS Caremark Corporation August 2014 - March 2015
Headstrong US LLC May 2013 - August 2014
Headstrong India Ltd December 2006 - May 2013
Steria 2004 - 2006
Skills
XML, Hibernate, Oracle, Struts, Web Technologies, Java Enterprise Edition, PL/SQL, Requirements Analysis, Web Applications, Web Services, JSP, SDLC, Software Project..., Spring, Weblogic, SOA, Spring Framework
Education
DOEACC 2000 — 2004
MCA, Information Technology
University of Lucknow 1997 — 2000
B.Sc., Geology, Botany, Zoology
Fidelity Investments April 2015 - Present
CVS Caremark Corporation August 2014 - March 2015
Headstrong US LLC May 2013 - August 2014
Headstrong India Ltd December 2006 - May 2013
Steria 2004 - 2006
Skills
XML, Hibernate, Oracle, Struts, Web Technologies, Java Enterprise Edition, PL/SQL, Requirements Analysis, Web Applications, Web Services, JSP, SDLC, Software Project..., Spring, Weblogic, SOA, Spring Framework
Education
DOEACC 2000 — 2004
MCA, Information Technology
University of Lucknow 1997 — 2000
B.Sc., Geology, Botany, Zoology
Sean Jaussi's Fidelity Investments Experience September 2014 - Present
Job Premium Service Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
ServiceMaster First Response March 2013 - August 2014
ServiceMaster First Response July 2011 - January 2013
Mojave Supply June 2011 - January 2013
G54 Design Apparel and Great Mountain West Supply January 2011 - April 2011
Riverton High School August 2009 - March 2010
Skills
Excel, Word, Customer Service, PowerPoint, Microsoft Office, Customer Relations, Problem Solving, Outlook, Team Leadership, Public Speaking, Microsoft Excel, Microsoft Word, Marketing Strategy, Strategic Planning, Team Building, Leadership, Operations Management, Sales, Customer Satisfaction, Budgets, Marketing, Sales Management, Process Improvement, Management
Education
University of La Verne 2012 — 2013
Bachelor of Business Administration (B.B.A.), Organizational Management
University of La Verne 2012 — 2013
Bachelor of Business Administration (B.B.A.), Organizational Management
Snow College 2005 — 2009
Associates of Science, General Education
Fidelity Investments September 2014 - Present
ServiceMaster First Response March 2013 - August 2014
ServiceMaster First Response July 2011 - January 2013
Mojave Supply June 2011 - January 2013
G54 Design Apparel and Great Mountain West Supply January 2011 - April 2011
Riverton High School August 2009 - March 2010
Skills
Excel, Word, Customer Service, PowerPoint, Microsoft Office, Customer Relations, Problem Solving, Outlook, Team Leadership, Public Speaking, Microsoft Excel, Microsoft Word, Marketing Strategy, Strategic Planning, Team Building, Leadership, Operations Management, Sales, Customer Satisfaction, Budgets, Marketing, Sales Management, Process Improvement, Management
Education
University of La Verne 2012 — 2013
Bachelor of Business Administration (B.B.A.), Organizational Management
University of La Verne 2012 — 2013
Bachelor of Business Administration (B.B.A.), Organizational Management
Snow College 2005 — 2009
Associates of Science, General Education
Richard Abercrombie's Fidelity Investments Experience April 2008 - Present
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2008 - Present
Skills
Financial Services, Series 7, Series 63, Trading, Mutual Funds, Options, Retirement, Asset Allocation, Securities, Investments, Investment Strategies, Sales, Fixed Income, Equities, Wealth Management
Education
University of Kentucky 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Western Kentucky University 2002 — 2004
Fidelity Investments April 2008 - Present
Skills
Financial Services, Series 7, Series 63, Trading, Mutual Funds, Options, Retirement, Asset Allocation, Securities, Investments, Investment Strategies, Sales, Fixed Income, Equities, Wealth Management
Education
University of Kentucky 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Western Kentucky University 2002 — 2004
Lauren O'Conner's Fidelity Investments Experience July 2015 - Present
Job Student at University of Kentucky
Industry Marketing and Advertising
Experience
Fidelity Investments July 2015 - Present
Learfield Sports December 2014 - February 2015
Skills
Microsoft Office, Social Media, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Leadership, Finance, Event Planning
Education
University of Kentucky 2011 — 2014
Bachelor's degree, Marketing
University of Kentucky 2011 — 2014
Associate's degree, Communication, General
Fidelity Investments July 2015 - Present
Learfield Sports December 2014 - February 2015
Skills
Microsoft Office, Social Media, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Leadership, Finance, Event Planning
Education
University of Kentucky 2011 — 2014
Bachelor's degree, Marketing
University of Kentucky 2011 — 2014
Associate's degree, Communication, General
Hilton Keats's Fidelity Investments Experience 1993 - 1999
Job Founder of orderTalk
Industry Computer Software
Experience
VenTechs, Inc January 2011 - Present
orderTalk March 2001 - Present
IntelliLogic Networks, Inc 1998 - 2010
PeraNet 2000 - 2001
Fidelity Investments 1993 - 1999
Churchman & Associates 1992 - 1993
Micro Computer Systems 1990 - 1992
Skills
JavaScript, C#, C++, Entrepreneurship, Microsoft Technologies
Education
University of KwaZulu-Natal
Computer Science
VenTechs, Inc January 2011 - Present
orderTalk March 2001 - Present
IntelliLogic Networks, Inc 1998 - 2010
PeraNet 2000 - 2001
Fidelity Investments 1993 - 1999
Churchman & Associates 1992 - 1993
Micro Computer Systems 1990 - 1992
Skills
JavaScript, C#, C++, Entrepreneurship, Microsoft Technologies
Education
University of KwaZulu-Natal
Computer Science
Amber Oliver's Fidelity Investments Experience May 2013 - February 2014
Job Front Office Coordinator & Accounts Payable
Industry Construction
Experience
Eaton Asphalt Paving Co May 2015 - Present
Transfreight May 2014 - Present
DHL Express January 2011 - May 2014
Fidelity Investments May 2013 - February 2014
UpTech - Accelerate Big Ideas November 2012 - May 2013
UPS June 2008 - January 2011
Skills
Communication, Computer/Technical..., Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Recruiting, Team Building, Training, Management, Event Planning, Leadership, Coaching, Social Media, Access, Leadership Development, Microsoft Office, Inventory Management, Event Management, Outlook, Employee Relations, Nonprofits, Data Entry, Facebook
Education
Northern Kentucky University 2008 — 2014
Bachelor of Business Administration (B.B.A.)
University of Louisville 2008 — 2010
Eaton Asphalt Paving Co May 2015 - Present
Transfreight May 2014 - Present
DHL Express January 2011 - May 2014
Fidelity Investments May 2013 - February 2014
UpTech - Accelerate Big Ideas November 2012 - May 2013
UPS June 2008 - January 2011
Skills
Communication, Computer/Technical..., Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Recruiting, Team Building, Training, Management, Event Planning, Leadership, Coaching, Social Media, Access, Leadership Development, Microsoft Office, Inventory Management, Event Management, Outlook, Employee Relations, Nonprofits, Data Entry, Facebook
Education
Northern Kentucky University 2008 — 2014
Bachelor of Business Administration (B.B.A.)
University of Louisville 2008 — 2010
Scott Basham MBA, QKA's Fidelity Investments Experience June 1994 - November 1999
Job Management, Retirement Services
Industry Financial Services
Experience
OneAmerica September 2003 - Present
OneAmerica Financial Partners Inc. July 2004 - May 2013
OneAmerica September 2003 - July 2004
Fidelity Investments June 1994 - November 1999
Skills
Series 6, Process Improvement, Financial Services, CRM, Retirement Plan..., Six Sigma, Process Management, Client Services, Client Retention, Client Relationship..., Management, Green Belt, FINRA Series 6, Business Relationship..., Sales Process, Team Leadership
Education
University of Southern Indiana 2000 — 2003
Master of Business Administration (MBA), Management
University of Kentucky 1990 — 1994
Bachlor of Business Administration, Business/Finance
OneAmerica September 2003 - Present
OneAmerica Financial Partners Inc. July 2004 - May 2013
OneAmerica September 2003 - July 2004
Fidelity Investments June 1994 - November 1999
Skills
Series 6, Process Improvement, Financial Services, CRM, Retirement Plan..., Six Sigma, Process Management, Client Services, Client Retention, Client Relationship..., Management, Green Belt, FINRA Series 6, Business Relationship..., Sales Process, Team Leadership
Education
University of Southern Indiana 2000 — 2003
Master of Business Administration (MBA), Management
University of Kentucky 1990 — 1994
Bachlor of Business Administration, Business/Finance
Monica Fullenkamp's Fidelity Investments Experience June 1998 - October 1999
Job Category Development Manager at L'Oréal
Industry Consumer Goods
Experience
L'Oréal November 2010 - Present
PepsiCo March 2006 - November 2010
Goliath Solutions June 2005 - March 2006
Symphony IRI Group October 2000 - June 2005
Morgan Keegan October 1999 - October 2000
Fidelity Investments June 1998 - October 1999
Skills
Customer Insight, IRI, Shopper Marketing, FMCG, Management, Merchandising, Spectra, Nielsen, Analysis, AC Nielsen, Market Research, Marketing Strategy, Analytics, Marketing, Brand Management, Strategic Planning
Education
University of Kentucky 1994 — 1998
BBA Marketing, Marketing
L'Oréal November 2010 - Present
PepsiCo March 2006 - November 2010
Goliath Solutions June 2005 - March 2006
Symphony IRI Group October 2000 - June 2005
Morgan Keegan October 1999 - October 2000
Fidelity Investments June 1998 - October 1999
Skills
Customer Insight, IRI, Shopper Marketing, FMCG, Management, Merchandising, Spectra, Nielsen, Analysis, AC Nielsen, Market Research, Marketing Strategy, Analytics, Marketing, Brand Management, Strategic Planning
Education
University of Kentucky 1994 — 1998
BBA Marketing, Marketing
John Enzweiler John Enzweiler's Fidelity Investments Experience March 2014 - Present
Job High Net Worth Service Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments May 2011 - March 2014
Fidelity Investments June 2010 - May 2011
Skills
Customer Service, Finance, Leadership, Sales, Mutual Funds, Series 7, Investments, Financial Analysis
Education
Xavier University 2012 — 2014
Master of Business Administration (MBA), Masters of Business Administration, Graduation GPA 3.86
University of Kentucky 2006 — 2010
Bachelor of Science (BS), Finance and Economics, Graduated Summa Cum Laude, GPA 3.82
Fidelity Investments March 2014 - Present
Fidelity Investments May 2011 - March 2014
Fidelity Investments June 2010 - May 2011
Skills
Customer Service, Finance, Leadership, Sales, Mutual Funds, Series 7, Investments, Financial Analysis
Education
Xavier University 2012 — 2014
Master of Business Administration (MBA), Masters of Business Administration, Graduation GPA 3.86
University of Kentucky 2006 — 2010
Bachelor of Science (BS), Finance and Economics, Graduated Summa Cum Laude, GPA 3.82
Thomas Guidi, CFA's Fidelity Investments Experience 2000 - 2005
Job Portfolio Manager & Shareholder at Foster & Motley, Inc.
Industry Financial Services
Experience
Foster & Motley, Inc. 2007 - Present
Foster & Motley, Inc. 2005 - 2006
Fidelity Investments 2000 - 2005
Education
Chartered Financial Analyst (CFA)
University of Kentucky 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Foster & Motley, Inc. 2007 - Present
Foster & Motley, Inc. 2005 - 2006
Fidelity Investments 2000 - 2005
Education
Chartered Financial Analyst (CFA)
University of Kentucky 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Patrick Meier's Fidelity Investments Experience November 2013 - Present
Job Brokerage Operations
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Half Price Books April 2013 - August 2013
State Farm April 2013 - August 2013
Skyline Chili April 2009 - March 2012
Skills
Public Speaking, Project Planning
Education
University of Louisville 2008 — 2012
Bachelor's of Science in Business Admistration, Marketing
Fidelity Investments November 2013 - Present
Half Price Books April 2013 - August 2013
State Farm April 2013 - August 2013
Skyline Chili April 2009 - March 2012
Skills
Public Speaking, Project Planning
Education
University of Louisville 2008 — 2012
Bachelor's of Science in Business Admistration, Marketing
Linda Sheppler's Fidelity Investments Experience August 1994 - June 2002
Job Database Manager at Chemonics @ FEWS NET
Industry Information Technology and Services
Experience
Chemonics @ FEWS NET March 2015 - Present
Database Manager April 2014 - Present
Staffing Now August 2012 - March 2014
Experient, a Maritz Travel Company October 2006 - July 2012
Luxottica Retail 2002 - 2005
Fidelity Investments August 1994 - June 2002
Document Services, Independent Contractor 1982 - 1991
Skills
PowerPoint development, Office Management, MBTI Certified, Microsoft Office, Access, Recruiting, MBTI, Microsoft Excel, Meeting Planning, Project Management, Human Resources, Management, Budgets, Time Management, Leadership
Education
University of Cincinnati 1999 — 2001
B.S., Humanities/IT, 3.86
University of Kentucky
Chemonics @ FEWS NET March 2015 - Present
Database Manager April 2014 - Present
Staffing Now August 2012 - March 2014
Experient, a Maritz Travel Company October 2006 - July 2012
Luxottica Retail 2002 - 2005
Fidelity Investments August 1994 - June 2002
Document Services, Independent Contractor 1982 - 1991
Skills
PowerPoint development, Office Management, MBTI Certified, Microsoft Office, Access, Recruiting, MBTI, Microsoft Excel, Meeting Planning, Project Management, Human Resources, Management, Budgets, Time Management, Leadership
Education
University of Cincinnati 1999 — 2001
B.S., Humanities/IT, 3.86
University of Kentucky
Nehal Shah, MBA(Finance), PMP Nehal Shah, MBA(Finance), PMP's Fidelity Investments Experience February 2013 - Present
Job Senior Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments February 2013 - Present
Skills
Agile Project Management, Scrum Project Management, SDLC, PMP, Vendor Management, MS Project, PMI, Project Estimation, OOP, Microsoft Excel, Relationship Management, Enterprise Integration, Software Project..., Requirements Analysis, Siebel, Business Analysis, Agile Methodologies, Enterprise Architecture, Solution Architecture, Requirements Gathering, Integration, IT Strategy, Project Management
Education
University of Liverpool 2005 — 2007
MBA, Finance
University of Mumbai 1989 — 1994
Bachelor of Engineering, Computer Science
Fidelity Investments February 2013 - Present
Skills
Agile Project Management, Scrum Project Management, SDLC, PMP, Vendor Management, MS Project, PMI, Project Estimation, OOP, Microsoft Excel, Relationship Management, Enterprise Integration, Software Project..., Requirements Analysis, Siebel, Business Analysis, Agile Methodologies, Enterprise Architecture, Solution Architecture, Requirements Gathering, Integration, IT Strategy, Project Management
Education
University of Liverpool 2005 — 2007
MBA, Finance
University of Mumbai 1989 — 1994
Bachelor of Engineering, Computer Science
Peggy Coleman's Fidelity Investments Experience October 2000 - January 2011
Job Trust Administrator at 1st Family Trust
Industry Financial Services
Experience
1st Family Trust June 2011 - Present
Fidelity Investments October 2000 - January 2011
Citibank April 1996 - January 1999
Education
University of Kentucky
1st Family Trust June 2011 - Present
Fidelity Investments October 2000 - January 2011
Citibank April 1996 - January 1999
Education
University of Kentucky
David Geloran's Fidelity Investments Experience January 2001 - January 2003
Job
Industry Financial Services
Experience
Mercer 2005 - 2008
CitiStreet 2005 - 2005
MASSMUTUAL 2004 - 2005
DB ONLINE, DIVERSIFIED INVESTMENT ADVISORS 2003 - 2004
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 1998 - January 2001
TOWERS PERRIN January 1996 - January 1998
WATSON WYATT WORLDWIDE January 1995 - January 1996
WF Corroon January 1993 - January 1995
BENEFIT ACTUARIES January 1991 - January 1993
Skills
Pensions, Defined Benefit, Retirement, Employee Benefits, Actuarial Science, Team Management, 401k, Analysis, Benefits Administration, Business Planning, CRM, Deferred Compensation, ERISA, Leadership, Management, Project Management, Vendor Management
Education
Clark University Graduate School of Management 1999 — 2003
M.B.A
University of Louisville 1986 — 1993
B. S.
Mercer 2005 - 2008
CitiStreet 2005 - 2005
MASSMUTUAL 2004 - 2005
DB ONLINE, DIVERSIFIED INVESTMENT ADVISORS 2003 - 2004
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 1998 - January 2001
TOWERS PERRIN January 1996 - January 1998
WATSON WYATT WORLDWIDE January 1995 - January 1996
WF Corroon January 1993 - January 1995
BENEFIT ACTUARIES January 1991 - January 1993
Skills
Pensions, Defined Benefit, Retirement, Employee Benefits, Actuarial Science, Team Management, 401k, Analysis, Benefits Administration, Business Planning, CRM, Deferred Compensation, ERISA, Leadership, Management, Project Management, Vendor Management
Education
Clark University Graduate School of Management 1999 — 2003
M.B.A
University of Louisville 1986 — 1993
B. S.
Michael Collett CFP®'s Fidelity Investments Experience March 2008 - Present
Job Fixed Income Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
FIDELITY INVESTMENTS November 2006 - March 2008
Fidelity Investments September 2004 - November 2006
Skills
Investments, Fixed Income, Trading, Leadership, Financial Analysis, Microsoft Office, Team Building
Education
University of Louisville 1999 — 2004
Bachler of S, Economics
Fidelity Investments March 2008 - Present
FIDELITY INVESTMENTS November 2006 - March 2008
Fidelity Investments September 2004 - November 2006
Skills
Investments, Fixed Income, Trading, Leadership, Financial Analysis, Microsoft Office, Team Building
Education
University of Louisville 1999 — 2004
Bachler of S, Economics
Jaiganesh Rajamanickam, TOGAF, CBIP,CDMP Jaiganesh Rajamanickam, TOGAF, CBIP,CDMP's Fidelity Investments Experience July 2008 - September 2008
Job Vice President Lead Data Architect and Solution Consultant Enterprise Credit Risk Technology at Bank of America
Industry Information Technology and Services
Experience
Bank of America April 2012 - Present
Ernst & Young January 2011 - April 2012
Infosys Technologies Ltd October 2010 - January 2011
Bank of America October 2008 - January 2011
Infosys Technologies Ltd February 2007 - October 2010
Fidelity Investments July 2008 - September 2008
Citco July 2007 - July 2008
Ameriprise Financial January 2005 - June 2007
Infosys Technologies Ltd August 2006 - February 2007
Infosys Technologies Ltd March 2004 - August 2006
Skills
Data Warehousing, Data Modeling, Data Integration, Data Governance, Metadata Modeling, SOA, Teradata, ETL Tools, Pacbase, COBOL, Erwin 3.5, Enterprise Architecture, Project Management, Strategic Planning, Roadmap, Project Planning, Test Planning, SDLC, Information Architecture, Domain Modeling, Erwin 3.5 - 8.0, Sybase power designer, Data Quality, Talend Open Studio, Splunk, DAG Metacenter, Microsoft SQL Server, Netezza, Hadoop, Hive, Pig, Autosys, Maestro, Shell Scripting, Perl, z/OS, Unix, Tibco spot fire, Visio, Python, HDF5, NumPy, Architecture, DB2, Architectures, Data Warehouse..., Informatica, ETL, Pre-sales, Erwin
Education
University of Madras 1996 — 2000
Bachelor of Engineering, Instrumentation and Control Engineering
SBOA Matriculation and Higher Secondary School 1994 — 1996
Higher Secondary /12th, Maths, Biology
SBOA School and Junior College 1992 — 1994
High School /10th, General Studies
Bank of America April 2012 - Present
Ernst & Young January 2011 - April 2012
Infosys Technologies Ltd October 2010 - January 2011
Bank of America October 2008 - January 2011
Infosys Technologies Ltd February 2007 - October 2010
Fidelity Investments July 2008 - September 2008
Citco July 2007 - July 2008
Ameriprise Financial January 2005 - June 2007
Infosys Technologies Ltd August 2006 - February 2007
Infosys Technologies Ltd March 2004 - August 2006
Skills
Data Warehousing, Data Modeling, Data Integration, Data Governance, Metadata Modeling, SOA, Teradata, ETL Tools, Pacbase, COBOL, Erwin 3.5, Enterprise Architecture, Project Management, Strategic Planning, Roadmap, Project Planning, Test Planning, SDLC, Information Architecture, Domain Modeling, Erwin 3.5 - 8.0, Sybase power designer, Data Quality, Talend Open Studio, Splunk, DAG Metacenter, Microsoft SQL Server, Netezza, Hadoop, Hive, Pig, Autosys, Maestro, Shell Scripting, Perl, z/OS, Unix, Tibco spot fire, Visio, Python, HDF5, NumPy, Architecture, DB2, Architectures, Data Warehouse..., Informatica, ETL, Pre-sales, Erwin
Education
University of Madras 1996 — 2000
Bachelor of Engineering, Instrumentation and Control Engineering
SBOA Matriculation and Higher Secondary School 1994 — 1996
Higher Secondary /12th, Maths, Biology
SBOA School and Junior College 1992 — 1994
High School /10th, General Studies
John Gaffney's Fidelity Investments Experience September 2007 - March 2012
Job Software Engineer at Isobar
Industry Computer Software
Experience
Isobar March 2012 - Present
Fidelity Investments September 2007 - March 2012
CR2 September 2005 - August 2007
Wirefile Solutions June 2003 - January 2004
Kerry Group March 2001 - September 2001
Skills
Java, JEE, Mobile Application..., Spring, Struts, JSP, Hibernate, UML
Education
Higher Education and Awards Council of Ireland 2007 — 2008
Graduate Diploma in Web Application Development, Web Application Development (Software Engineering)
University of Limerick 2000 — 2005
BSc, Computer Science
Isobar March 2012 - Present
Fidelity Investments September 2007 - March 2012
CR2 September 2005 - August 2007
Wirefile Solutions June 2003 - January 2004
Kerry Group March 2001 - September 2001
Skills
Java, JEE, Mobile Application..., Spring, Struts, JSP, Hibernate, UML
Education
Higher Education and Awards Council of Ireland 2007 — 2008
Graduate Diploma in Web Application Development, Web Application Development (Software Engineering)
University of Limerick 2000 — 2005
BSc, Computer Science
JD Young's Fidelity Investments Experience March 2013 - Present
Job Senior Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments May 2008 - March 2013
Fidelity Investments May 2000 - May 2008
Fidelity Investments August 1997 - May 2000
Skills
Mutual Funds, Financial Services
Education
University of Kentucky 1993 — 1997
Bachelor of Arts (BA), History and Political Science
Fidelity Investments March 2013 - Present
Fidelity Investments May 2008 - March 2013
Fidelity Investments May 2000 - May 2008
Fidelity Investments August 1997 - May 2000
Skills
Mutual Funds, Financial Services
Education
University of Kentucky 1993 — 1997
Bachelor of Arts (BA), History and Political Science
Jim (James) Bell's Fidelity Investments Experience August 1995 - August 2002
Job Retired from Towers Watson
Industry Human Resources
Experience
Towers Watson April 2010 - Present
Towers Perrin August 2002 - April 2010
Towers Watson 2002 - April 2010
Fidelity Investments August 1995 - August 2002
Bank of Boston November 1988 - August 1995
Navistar September 1963 - September 1982
Skills
Employee Relations, Employee Benefits, Personnel Management, Talent Management, Human Resources, Strategy, Administration, Talent Acquisition, Management Consulting, Labor Relations, Policy, Deferred Compensation, Public Speaking, HRIS, Organizational..., Executive Coaching, Workforce Planning, Performance Management, Benefits Administration, Employee Engagement, Organizational...
Education
University of Louisville 1963 — 1969
BSCommerce, Business & Psychology
Towers Watson April 2010 - Present
Towers Perrin August 2002 - April 2010
Towers Watson 2002 - April 2010
Fidelity Investments August 1995 - August 2002
Bank of Boston November 1988 - August 1995
Navistar September 1963 - September 1982
Skills
Employee Relations, Employee Benefits, Personnel Management, Talent Management, Human Resources, Strategy, Administration, Talent Acquisition, Management Consulting, Labor Relations, Policy, Deferred Compensation, Public Speaking, HRIS, Organizational..., Executive Coaching, Workforce Planning, Performance Management, Benefits Administration, Employee Engagement, Organizational...
Education
University of Louisville 1963 — 1969
BSCommerce, Business & Psychology
Kate Yeager's Fidelity Investments Experience March 2007 - August 2007
Job Assistant Vice President, Senior MSR Analyst
Industry Financial Services
Experience
Fifth Third Bank November 2013 - Present
Chase Investment Services Corp September 2009 - September 2011
Oak River Investments, Inc. September 2007 - July 2009
Fidelity Investments March 2007 - August 2007
University of Kentucky August 2005 - December 2006
Skills
Islamic Finance, Creative Real Estate..., Stata, R, ArcGIS, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Salesforce.com, Finance, Investments
Education
University of Chicago 2011 — 2013
Master of Arts (MA), Middle Eastern Studies
University of Kentucky 2003 — 2007
Bachelor of Arts (B.A.), Mathematical Economics
Fifth Third Bank November 2013 - Present
Chase Investment Services Corp September 2009 - September 2011
Oak River Investments, Inc. September 2007 - July 2009
Fidelity Investments March 2007 - August 2007
University of Kentucky August 2005 - December 2006
Skills
Islamic Finance, Creative Real Estate..., Stata, R, ArcGIS, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Salesforce.com, Finance, Investments
Education
University of Chicago 2011 — 2013
Master of Arts (MA), Middle Eastern Studies
University of Kentucky 2003 — 2007
Bachelor of Arts (B.A.), Mathematical Economics
Lauren Schmerge's Fidelity Investments Experience May 2011 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
PMK Tastings March 2011 - March 2014
Southern Wine & Spirits March 2010 - December 2010
Skills
Financial Services, Call Centers, Microsoft Office, Retirement Planning, 401k, Sales, Outlook, Customer Service
Education
University of Louisville 2006 — 2010
Bachelor of Arts (BA), Communication, General
Notre Dame Academy 2002 — 2006
Fidelity Investments May 2011 - Present
PMK Tastings March 2011 - March 2014
Southern Wine & Spirits March 2010 - December 2010
Skills
Financial Services, Call Centers, Microsoft Office, Retirement Planning, 401k, Sales, Outlook, Customer Service
Education
University of Louisville 2006 — 2010
Bachelor of Arts (BA), Communication, General
Notre Dame Academy 2002 — 2006
Mohammed Sharif, MBA Mohammed Sharif, MBA's Fidelity Investments Experience October 2004 - September 2012
Job Project Manager at Presto Properties (BD) Ltd
Industry Financial Services
Experience
Presto Properties (BD) Ltd December 2012 - June 2015
Fidelity Investments October 2004 - September 2012
Skills
Mutual Funds, Financial Services, Financial Analysis, Investments, Business Analysis, Strategic Financial..., Microsoft Excel, Process Improvement, Team Leadership, Customer Service, Analysis, Call Center, Microsoft Office, PowerPoint, Series 7, Series 63, Outlook, Coaching, Real Estate Development, Banking, Call Centers, Asset Allocation, Retirement, Financial Planning, Risk Management
Education
University of Lincoln 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Dhaka University 1993 — 1999
Bachelor's Degree, Finance and Banking, First class
Presto Properties (BD) Ltd December 2012 - June 2015
Fidelity Investments October 2004 - September 2012
Skills
Mutual Funds, Financial Services, Financial Analysis, Investments, Business Analysis, Strategic Financial..., Microsoft Excel, Process Improvement, Team Leadership, Customer Service, Analysis, Call Center, Microsoft Office, PowerPoint, Series 7, Series 63, Outlook, Coaching, Real Estate Development, Banking, Call Centers, Asset Allocation, Retirement, Financial Planning, Risk Management
Education
University of Lincoln 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Dhaka University 1993 — 1999
Bachelor's Degree, Finance and Banking, First class
Brandie Lord Brandie Lord's Fidelity Investments Experience June 2012 - Present
Job Vice President, Managing Director Rebids at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
The Pension Group, Inc. July 2011 - June 2012
The Pension Group, Inc. October 2006 - June 2011
Hewitt Associates 1997 - 2006
Gordian 1993 - 1997
Education
University of La Verne
Bachelor's Degree, Business Administration
Fidelity Investments June 2012 - Present
The Pension Group, Inc. July 2011 - June 2012
The Pension Group, Inc. October 2006 - June 2011
Hewitt Associates 1997 - 2006
Gordian 1993 - 1997
Education
University of La Verne
Bachelor's Degree, Business Administration
Brandon B. Barlow's Fidelity Investments Experience January 2015 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments August 2014 - Present
Fidelity Investments November 2013 - August 2014
Fidelity Investments June 2013 - November 2013
Fidelity Investments December 2012 - May 2013
HomeServices Lending November 2002 - December 2012
Huff Realty May 2001 - November 2002
Skills
Investments, Retirement Planning, Mutual Funds, Sales, Real Estate, Finance, Marketing, Investors, Customer Service, Asset Allocation, Portfolio Management, 401k Rollovers, 401k, Financial Services
Education
University of Louisville
Bachelors Degree, Marketing
Graduate of Northern Kentucky Real Estate School
Fidelity Investments January 2015 - Present
Fidelity Investments August 2014 - Present
Fidelity Investments November 2013 - August 2014
Fidelity Investments June 2013 - November 2013
Fidelity Investments December 2012 - May 2013
HomeServices Lending November 2002 - December 2012
Huff Realty May 2001 - November 2002
Skills
Investments, Retirement Planning, Mutual Funds, Sales, Real Estate, Finance, Marketing, Investors, Customer Service, Asset Allocation, Portfolio Management, 401k Rollovers, 401k, Financial Services
Education
University of Louisville
Bachelors Degree, Marketing
Graduate of Northern Kentucky Real Estate School
Robert Huddleston's Fidelity Investments Experience July 2006 - February 2009
Job at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial June 2009 - Present
Fidelity Investments July 2006 - February 2009
Fidelity Investments January 2005 - July 2006
Fidelity Investments September 2000 - January 2005
Education
University of Kentucky 1995 — 1999
BA, Economics
E*TRADE Financial June 2009 - Present
Fidelity Investments July 2006 - February 2009
Fidelity Investments January 2005 - July 2006
Fidelity Investments September 2000 - January 2005
Education
University of Kentucky 1995 — 1999
BA, Economics
carmin hermosillo's Fidelity Investments Experience October 2012 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Quest Capital Strategies, Inc. September 2010 - September 2012
Skills
IRAs, 403 b, Microsoft Word, Microsoft Office, Presentations, Credit Cards, Operational Excellence, Finance, Team Building, Customer Service, Financial Services, Retirement Planning
Education
University of La Verne 2008 — 2010
Bachelor's degree, Communications
Fidelity Investments October 2012 - Present
Quest Capital Strategies, Inc. September 2010 - September 2012
Skills
IRAs, 403 b, Microsoft Word, Microsoft Office, Presentations, Credit Cards, Operational Excellence, Finance, Team Building, Customer Service, Financial Services, Retirement Planning
Education
University of La Verne 2008 — 2010
Bachelor's degree, Communications
Trey Brophy's Fidelity Investments Experience July 2011 - August 2011
Job Community Education Representative at Queen City Hospice
Industry Hospital & Health Care
Experience
Queen City Hospice January 2014 - Present
UnitedHealth Group August 2011 - January 2014
Fidelity Investments July 2011 - August 2011
Carriage House Auto Spa May 2008 - October 2010
Brooksource IT Recruiting May 2010 - September 2010
Momentum Worldwide June 2008 - January 2009
Skills
Word, Excel, Customer Relations, Healthcare, Contract Negotiation, Microsoft Excel, Customer Service, Marketing, Insurance, Management, Recruiting, Hospitals, Leadership, Time Management, PowerPoint, Community Outreach, Customer Follow-up
Education
University of Kentucky 2008 — 2011
Marketing and Management, Business, Management, Marketing, and Related Support Services
Queen City Hospice January 2014 - Present
UnitedHealth Group August 2011 - January 2014
Fidelity Investments July 2011 - August 2011
Carriage House Auto Spa May 2008 - October 2010
Brooksource IT Recruiting May 2010 - September 2010
Momentum Worldwide June 2008 - January 2009
Skills
Word, Excel, Customer Relations, Healthcare, Contract Negotiation, Microsoft Excel, Customer Service, Marketing, Insurance, Management, Recruiting, Hospitals, Leadership, Time Management, PowerPoint, Community Outreach, Customer Follow-up
Education
University of Kentucky 2008 — 2011
Marketing and Management, Business, Management, Marketing, and Related Support Services
Whitley Dierig's Fidelity Investments Experience February 2014 - February 2015
Job Regional Marketing Production Specialist at Kroger
Industry Marketing and Advertising
Experience
Kroger February 2015 - Present
Fidelity Investments February 2014 - February 2015
University of Louisville August 2013 - January 2014
Bearno's Pizza March 2012 - January 2014
Western & Southern Open July 2013 - August 2013
Kentucky Speedway May 2013 - July 2013
The Province in Louisville April 2011 - September 2012
YMCA May 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Management, Telephone Skills, Time Management, Sales, Administration, Event Planning, Event Management, Teamwork, Leadership
Education
University of Louisville 2009 — 2013
Sport Administration, Marketing
Kroger February 2015 - Present
Fidelity Investments February 2014 - February 2015
University of Louisville August 2013 - January 2014
Bearno's Pizza March 2012 - January 2014
Western & Southern Open July 2013 - August 2013
Kentucky Speedway May 2013 - July 2013
The Province in Louisville April 2011 - September 2012
YMCA May 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Management, Telephone Skills, Time Management, Sales, Administration, Event Planning, Event Management, Teamwork, Leadership
Education
University of Louisville 2009 — 2013
Sport Administration, Marketing
Stephanie Setzer's Fidelity Investments Experience August 2015 - Present
Job Fund Reporting Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2015 - Present
Greater Keller Chamber of Commerce May 2015 - August 2015
C-III Capital Partners LLC May 2009 - January 2014
Capital Analytics July 2007 - February 2008
HM Capital August 2005 - June 2007
Crow Holdings 1999 - 2003
Lane Gorman Trubitt PLLC March 1997 - November 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Fund Accounting, Private Equity, Nonprofits
Education
University of Louisiana at Monroe 1990 — 1995
BBA, Accounting
Fidelity Investments August 2015 - Present
Greater Keller Chamber of Commerce May 2015 - August 2015
C-III Capital Partners LLC May 2009 - January 2014
Capital Analytics July 2007 - February 2008
HM Capital August 2005 - June 2007
Crow Holdings 1999 - 2003
Lane Gorman Trubitt PLLC March 1997 - November 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Fund Accounting, Private Equity, Nonprofits
Education
University of Louisiana at Monroe 1990 — 1995
BBA, Accounting
Tracy Murnahan Tracy Murnahan's Fidelity Investments Experience January 2007 - Present
Job Marketing Director
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Education
Xavier University
MBA
University of Kentucky
BBA, Marketing
Fidelity Investments January 2007 - Present
Education
Xavier University
MBA
University of Kentucky
BBA, Marketing
McHugh Amy's Fidelity Investments Experience January 2012 - Present
Job Service Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Skills
Financial Services, Retirement Benefits, Service Delivery, Customer Satisfaction, Relationship Management, Call Centers, Business Analysis, Series 7, Series 9/10, 401k, Process Improvement, Customer Service, Investments, Leadership, Mutual Funds, Vendor Management, Series 63, Risk Management, Management, Team Leadership
Education
University of Kentucky
Bachelor of Business Administration (B.B.A.), Economics and Finance
Fidelity Investments January 2012 - Present
Skills
Financial Services, Retirement Benefits, Service Delivery, Customer Satisfaction, Relationship Management, Call Centers, Business Analysis, Series 7, Series 9/10, 401k, Process Improvement, Customer Service, Investments, Leadership, Mutual Funds, Vendor Management, Series 63, Risk Management, Management, Team Leadership
Education
University of Kentucky
Bachelor of Business Administration (B.B.A.), Economics and Finance
Hemachandra Kumar Hemachandra Kumar's Fidelity Investments Experience March 2006 - July 2007
Job Data warehousing and BI architect
Industry Information Technology and Services
Experience
Franklin Templeton Investments June 2010 - Present
Cisco Systems January 2008 - May 2010
ComTec Consultants, Inc DBA ComTec Information Systems August 2007 - January 2008
Fidelity Investments March 2006 - July 2007
Honeywell Technology Solutions, Inc. April 2004 - February 2006
Skills
Business Intelligence, Business Objects, SAP HANA, SAP BW, Data Warehousing, Business Intelligence..., Hadoop, Informatica, ETL, Requirements Analysis, Oracle, SQL, PL/SQL, Dashboard, Java, Microsoft SQL Server, Unix, DB2, Business Analysis, Crystal Reports, T-SQL, XML, Software Project..., Sybase, Stored Procedures, Dimensional Modeling, Data Warehouse..., Unix Shell Scripting, OLAP, RDBMS, SOA, Data Migration, Data Integration, Oracle PL/SQL..., Agile Methodologies, Databases, Shell Scripting, Toad, SQL Tuning, Quality Center, Datameer, Tableau
Education
University of Madras 2000 — 2003
MCA, Computer Applications
Adarsa vidhyalaya
Adarsa vidhyalaya
S.V.B.N.R English Med School, Tirumala
High school
Franklin Templeton Investments June 2010 - Present
Cisco Systems January 2008 - May 2010
ComTec Consultants, Inc DBA ComTec Information Systems August 2007 - January 2008
Fidelity Investments March 2006 - July 2007
Honeywell Technology Solutions, Inc. April 2004 - February 2006
Skills
Business Intelligence, Business Objects, SAP HANA, SAP BW, Data Warehousing, Business Intelligence..., Hadoop, Informatica, ETL, Requirements Analysis, Oracle, SQL, PL/SQL, Dashboard, Java, Microsoft SQL Server, Unix, DB2, Business Analysis, Crystal Reports, T-SQL, XML, Software Project..., Sybase, Stored Procedures, Dimensional Modeling, Data Warehouse..., Unix Shell Scripting, OLAP, RDBMS, SOA, Data Migration, Data Integration, Oracle PL/SQL..., Agile Methodologies, Databases, Shell Scripting, Toad, SQL Tuning, Quality Center, Datameer, Tableau
Education
University of Madras 2000 — 2003
MCA, Computer Applications
Adarsa vidhyalaya
Adarsa vidhyalaya
S.V.B.N.R English Med School, Tirumala
High school
Scott Adams, CFP® Scott Adams, CFP®'s Fidelity Investments Experience June 2013 - Present
Job Vice President Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments February 2011 - June 2013
Fidelity Investments June 2007 - October 2010
Fidelity Investments August 2001 - June 2007
Fidelity Investments October 1998 - August 2001
Skills
Series 7, Certified Financial..., Series 63, Series 65, Series 9, Series 10
Education
Xavier University 1998 — 2001
MBA, Marketing
University of Kentucky 1992 — 1997
BA, Finance and Marketing
Fidelity Investments June 2013 - Present
Fidelity Investments February 2011 - June 2013
Fidelity Investments June 2007 - October 2010
Fidelity Investments August 2001 - June 2007
Fidelity Investments October 1998 - August 2001
Skills
Series 7, Certified Financial..., Series 63, Series 65, Series 9, Series 10
Education
Xavier University 1998 — 2001
MBA, Marketing
University of Kentucky 1992 — 1997
BA, Finance and Marketing
Brent Hertzenberg's Fidelity Investments Experience June 2014 - Present
Job Defined Contribution Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments July 2013 - May 2014
Towne Park July 2012 - May 2013
Darden Restaurants April 2012 - July 2012
Duke Energy Corporation May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Access, Leadership, Series 7, Series 63, Event Planning, Outlook, Time Management, Accounting, Public Speaking, Financial Analysis, Social Media, Customer Satisfaction, Team Leadership, Critical Thinking, Data Analysis, Facebook, Sales, Event Management, Social Networking
Education
University of Louisville 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Fidelity Investments June 2014 - Present
Fidelity Investments July 2013 - May 2014
Towne Park July 2012 - May 2013
Darden Restaurants April 2012 - July 2012
Duke Energy Corporation May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Access, Leadership, Series 7, Series 63, Event Planning, Outlook, Time Management, Accounting, Public Speaking, Financial Analysis, Social Media, Customer Satisfaction, Team Leadership, Critical Thinking, Data Analysis, Facebook, Sales, Event Management, Social Networking
Education
University of Louisville 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Ted Abner Jr.'s Fidelity Investments Experience July 2014 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - July 2014
TENTE Casters, Inc June 2012 - August 2012
Highland Country Club May 2010 - August 2012
Alexander Safety Solutions May 2009 - August 2009
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - July 2014
TENTE Casters, Inc June 2012 - August 2012
Highland Country Club May 2010 - August 2012
Alexander Safety Solutions May 2009 - August 2009
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Thomas W. Meyer CFP®'s Fidelity Investments Experience March 1993 - Present
Job VP/Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1993 - Present
Griffin Industries December 1990 - March 1993
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, Portfolio Management, 401k, Strategic Financial..., Investment Advisory
Education
University of Kentucky 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Fidelity Investments March 1993 - Present
Griffin Industries December 1990 - March 1993
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, Portfolio Management, 401k, Strategic Financial..., Investment Advisory
Education
University of Kentucky 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Phillip Palicki, CFA Phillip Palicki, CFA's Fidelity Investments Experience August 2015 - Present
Job Business Intelligence and Analytics Professional
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
Data Intensity, LLC June 2014 - August 2015
Fidelity Investments April 2012 - May 2014
Fidelity Investments December 2006 - April 2012
Fidelity Investments January 2005 - December 2006
Fidelity Investments January 2002 - January 2005
Fidelity Investments September 2000 - January 2002
Skills
Financial Modeling, Analytics, Business Analytics, Financial Analysis, Tableau, Predictive Analytics, Business Intelligence, Finance, Forecasting, R, Asset Allocation, Business Analysis, Dashboards, Business Valuation, Valuation, SQL, Investments, Retirement Planning, 401k, Negotiation, Public Speaking, Pricing Strategy, Retirement Plans, Excel, Visual Basic, Access, Pricing, Optimization, Data Mining, Python, Alteryx, RapidMiner, Knime, Rapid Prototyping
Education
Xavier University 2001 — 2004
MBA, Finance
University of Kentucky 1995 — 1999
BBA, Finance, Management
Fidelity Investments August 2015 - Present
Data Intensity, LLC June 2014 - August 2015
Fidelity Investments April 2012 - May 2014
Fidelity Investments December 2006 - April 2012
Fidelity Investments January 2005 - December 2006
Fidelity Investments January 2002 - January 2005
Fidelity Investments September 2000 - January 2002
Skills
Financial Modeling, Analytics, Business Analytics, Financial Analysis, Tableau, Predictive Analytics, Business Intelligence, Finance, Forecasting, R, Asset Allocation, Business Analysis, Dashboards, Business Valuation, Valuation, SQL, Investments, Retirement Planning, 401k, Negotiation, Public Speaking, Pricing Strategy, Retirement Plans, Excel, Visual Basic, Access, Pricing, Optimization, Data Mining, Python, Alteryx, RapidMiner, Knime, Rapid Prototyping
Education
Xavier University 2001 — 2004
MBA, Finance
University of Kentucky 1995 — 1999
BBA, Finance, Management
Peter Schafer's Fidelity Investments Experience 2008 - Present
Job RIA
Industry Financial Services
Experience
Fidelity Investments 2008 - Present
Skills
Series 7, Series 63, Financial Services, Wealth Management, Investments, Portfolio Management, Retirement Planning, Uniform Combined State..., Credit, Retirement, Financial Advisory, Series 66, Level II CFA Candidate...
Education
University of Kentucky 2004 — 2008
Finance, Finance, General
Roswell High
Fidelity Investments 2008 - Present
Skills
Series 7, Series 63, Financial Services, Wealth Management, Investments, Portfolio Management, Retirement Planning, Uniform Combined State..., Credit, Retirement, Financial Advisory, Series 66, Level II CFA Candidate...
Education
University of Kentucky 2004 — 2008
Finance, Finance, General
Roswell High
Katlyn Fahey's Fidelity Investments Experience February 2014 - Present
Job Workplace Planning and Guidance Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments October 2011 - January 2014
University of Alabama at Birmingham August 2010 - June 2011
Lamar Advertising May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Press Releases, Event Management, Social Media Marketing, Financial advising
Education
University of Kentucky 2006 — 2010
B.S., Integrated Strategic Communications, Public Relations
Notre Dame Academy 2002 — 2006
Fidelity Investments February 2014 - Present
Fidelity Investments October 2011 - January 2014
University of Alabama at Birmingham August 2010 - June 2011
Lamar Advertising May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Press Releases, Event Management, Social Media Marketing, Financial advising
Education
University of Kentucky 2006 — 2010
B.S., Integrated Strategic Communications, Public Relations
Notre Dame Academy 2002 — 2006
Patrick Beiting's Fidelity Investments Experience April 2015 - Present
Job Proposal Consultant at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments April 2015 - Present
nkysports.com August 2010 - Present
Fidelity Investments September 2011 - March 2015
Game Day Communications April 2011 - August 2011
PL Marketing January 2011 - February 2011
The Voice-Tribune November 2009 - March 2010
University of Louisville January 2009 - May 2009
University of Louisville Football 2005 - 2009
Muscular Dystrophy Association of Louisville April 2008 - July 2008
Skills
Press Releases, Defined Contribution, Defined Benefit, Customer Service, Direct Sales, 401k, Sales, Public Speaking, Marketing
Education
University of Louisville 2005 — 2009
BS, Communication, Marketing Minor
Fidelity Investments April 2015 - Present
nkysports.com August 2010 - Present
Fidelity Investments September 2011 - March 2015
Game Day Communications April 2011 - August 2011
PL Marketing January 2011 - February 2011
The Voice-Tribune November 2009 - March 2010
University of Louisville January 2009 - May 2009
University of Louisville Football 2005 - 2009
Muscular Dystrophy Association of Louisville April 2008 - July 2008
Skills
Press Releases, Defined Contribution, Defined Benefit, Customer Service, Direct Sales, 401k, Sales, Public Speaking, Marketing
Education
University of Louisville 2005 — 2009
BS, Communication, Marketing Minor
Perumal Sundaram's Fidelity Investments Experience 1999 - 2000
Job Director Development at Eze Castle Software
Industry Information Technology and Services
Experience
Eze Castle Software Convergex group 2011 - Present
Navagate Inc May 2006 - September 2011
PricewaterhouseCoopers February 2000 - May 2006
Fidelity Investments 1999 - 2000
PricewaterhouseCoopers November 1997 - January 1999
SSDS Inc November 1996 - November 1997
California Software 1995 - 1996
Skills
CRM, Spring, Enterprise Software, Java Enterprise Edition, Microsoft SQL Server, Software Engineering, Hibernate, Business Development, Oracle, Management, Web Applications, Scrum, Pre-sales, Business Analysis, Requirements Analysis, Vendor Management, SDLC, Agile Methodologies
Education
Madras University 1991 — 1995
B.E., Computer Science
Eze Castle Software Convergex group 2011 - Present
Navagate Inc May 2006 - September 2011
PricewaterhouseCoopers February 2000 - May 2006
Fidelity Investments 1999 - 2000
PricewaterhouseCoopers November 1997 - January 1999
SSDS Inc November 1996 - November 1997
California Software 1995 - 1996
Skills
CRM, Spring, Enterprise Software, Java Enterprise Edition, Microsoft SQL Server, Software Engineering, Hibernate, Business Development, Oracle, Management, Web Applications, Scrum, Pre-sales, Business Analysis, Requirements Analysis, Vendor Management, SDLC, Agile Methodologies
Education
Madras University 1991 — 1995
B.E., Computer Science
Matt Fearin's Fidelity Investments Experience 1997 - 2004
Job SVP, Chief Information Security Officer at Epsilon
Industry Marketing and Advertising
Experience
Epsilon September 2015 - Present
Capital One March 2013 - September 2015
JPMorgan Chase December 2010 - February 2013
JPMorgan Chase June 2004 - December 2010
Fidelity Investments 1997 - 2004
CSC Consulting 1996 - 1997
Fifth Third Bank 1990 - 1996
Skills
Information Security, Security, Disaster Recovery, Risk Management, IT Strategy, Program Management, Business Continuity, Vendor Management, SDLC, Information Security..., Enterprise Software, Enterprise Architecture, Business Analysis, IT Management, Governance, Data Center, ITIL, Banking, Enterprise Risk..., PMO, Cloud Security, Agile Methodologies, Scrum Master
Education
University of Kentucky 1986 — 1990
BS, Computer Science
University of Kentucky
Bachelor's Degree Computer Science, Mathematics and Computer Science
Epsilon September 2015 - Present
Capital One March 2013 - September 2015
JPMorgan Chase December 2010 - February 2013
JPMorgan Chase June 2004 - December 2010
Fidelity Investments 1997 - 2004
CSC Consulting 1996 - 1997
Fifth Third Bank 1990 - 1996
Skills
Information Security, Security, Disaster Recovery, Risk Management, IT Strategy, Program Management, Business Continuity, Vendor Management, SDLC, Information Security..., Enterprise Software, Enterprise Architecture, Business Analysis, IT Management, Governance, Data Center, ITIL, Banking, Enterprise Risk..., PMO, Cloud Security, Agile Methodologies, Scrum Master
Education
University of Kentucky 1986 — 1990
BS, Computer Science
University of Kentucky
Bachelor's Degree Computer Science, Mathematics and Computer Science
Tom Shaughnessy's Fidelity Investments Experience July 2007 - Present
Job CEO at Retired and enjoying time with family
Industry Information Technology and Services
Experience
Retired and enjoying time with family June 2015 - Present
Fidelity Investments July 2007 - Present
Ford Motor Company July 2000 - February 2007
Skills
Program Management, PMP, PMO, Project Management, Management, SDLC, Project Planning, Project Portfolio..., Vendor Management, Business Analysis, Strategy, Software Documentation, Software Project..., Business Process..., Requirements Gathering, Requirements Analysis, Human Resources, PeopleSoft, Visio, Process Improvement, MS Project, Integration, Resource Management, Cross-functional Team...
Education
University of Louisville 1975 — 1978
MBA, Masters of Business Administration
University of Louisville 1969 — 1973
Ba, Mathematics
Retired and enjoying time with family June 2015 - Present
Fidelity Investments July 2007 - Present
Ford Motor Company July 2000 - February 2007
Skills
Program Management, PMP, PMO, Project Management, Management, SDLC, Project Planning, Project Portfolio..., Vendor Management, Business Analysis, Strategy, Software Documentation, Software Project..., Business Process..., Requirements Gathering, Requirements Analysis, Human Resources, PeopleSoft, Visio, Process Improvement, MS Project, Integration, Resource Management, Cross-functional Team...
Education
University of Louisville 1975 — 1978
MBA, Masters of Business Administration
University of Louisville 1969 — 1973
Ba, Mathematics
shalini tyagi's Fidelity Investments Experience July 2007 - September 2008
Job Application Developer at Product Development Technologies
Industry Information Technology and Services
Experience
Product Development Technologies November 2010 - Present
Falkor Group March 2008 - Present
Fidelity Investments July 2007 - September 2008
Keane India November 2005 - July 2007
Central Electronics Ltd. July 2004 - September 2005
Education
University of Lucknow 2000 — 2004
B.Tech, Electronics & Comm.
St Thomas school 1986 — 2000
Product Development Technologies November 2010 - Present
Falkor Group March 2008 - Present
Fidelity Investments July 2007 - September 2008
Keane India November 2005 - July 2007
Central Electronics Ltd. July 2004 - September 2005
Education
University of Lucknow 2000 — 2004
B.Tech, Electronics & Comm.
St Thomas school 1986 — 2000
Elaine Latour's Fidelity Investments Experience 2003 - Present
Job Principal Technology Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2003 - Present
Education
University of Leicester 2003 — 2005
2006, Criminology
Fidelity Investments 2003 - Present
Education
University of Leicester 2003 — 2005
2006, Criminology
Michelle Duskey's Fidelity Investments Experience
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Series 63, Series 7, Process Improvement, Financial Services, Vendor Management
Education
University of Louisiana at Monroe 1983 — 1987
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fidelity Investments
Skills
Series 63, Series 7, Process Improvement, Financial Services, Vendor Management
Education
University of Louisiana at Monroe 1983 — 1987
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bruce Klemm's Fidelity Investments Experience December 2007 - March 2014
Job Consultant
Industry Financial Services
Experience
Fidelity Investments December 2007 - March 2014
Retail Business 2006 - 2007
Ameriprise Financial Services, Inc. 2004 - 2006
Retail Business 2002 - 2004
Penske Auto Centers 1998 - 2002
Jiffy Lube International 1990 - 1998
Western Auto Supply Co 1974 - 1989
Skills
Leadership, Business Strategy, Sales Management, Retail, Training, Sales, Customer Service, Team Building, Customer Satisfaction, Process Improvement, Time Management, Recruiting, Small Business, Strategic Planning
Education
University of Louisville 1977 — 1980
Bachelor of Science & Commerce, Management
Fidelity Investments December 2007 - March 2014
Retail Business 2006 - 2007
Ameriprise Financial Services, Inc. 2004 - 2006
Retail Business 2002 - 2004
Penske Auto Centers 1998 - 2002
Jiffy Lube International 1990 - 1998
Western Auto Supply Co 1974 - 1989
Skills
Leadership, Business Strategy, Sales Management, Retail, Training, Sales, Customer Service, Team Building, Customer Satisfaction, Process Improvement, Time Management, Recruiting, Small Business, Strategic Planning
Education
University of Louisville 1977 — 1980
Bachelor of Science & Commerce, Management
Matt Bowen's Fidelity Investments Experience April 2013 - Present
Job Vice President, Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments September 2011 - April 2013
Fidelity Investments June 2004 - September 2011
Fidelity Investments January 2000 - June 2004
Fidelity Investments October 1995 - December 1999
Skills
Project Management, Series 7, Series 63, Mutual Funds, Retirement, Series 65, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Series 6, Investment Advisory
Education
University of Kentucky
Business
Fidelity Investments April 2013 - Present
Fidelity Investments September 2011 - April 2013
Fidelity Investments June 2004 - September 2011
Fidelity Investments January 2000 - June 2004
Fidelity Investments October 1995 - December 1999
Skills
Project Management, Series 7, Series 63, Mutual Funds, Retirement, Series 65, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Series 6, Investment Advisory
Education
University of Kentucky
Business
William Vickery's Fidelity Investments Experience June 1998 - July 2007
Job Marketing and Investment Relations Assistant at Gulf South Holding, Inc.
Industry Oil & Energy
Experience
Gulf South Holding, Inc. October 2012 - Present
Whitney National Bank October 2008 - June 2012
Aflac September 2007 - August 2008
Fidelity Investments June 1998 - July 2007
Education
University of Kentucky 1992 — 1996
Bachelor's Degree, Human Resource Management/Consumer Studies, 2.8
Gulf South Holding, Inc. October 2012 - Present
Whitney National Bank October 2008 - June 2012
Aflac September 2007 - August 2008
Fidelity Investments June 1998 - July 2007
Education
University of Kentucky 1992 — 1996
Bachelor's Degree, Human Resource Management/Consumer Studies, 2.8
Nick Wolejsza, CFP®'s Fidelity Investments Experience May 2010 - May 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2014 - Present
Wells Fargo Advisors, LLC May 2013 - February 2014
Fidelity Investments May 2010 - May 2013
Fidelity Investments July 2007 - May 2010
Fidelity Investments November 2005 - July 2007
GE Capital July 2004 - November 2005
Skills
Investments, Personal Financial..., Financial Services, Strategic Financial..., Relationship Management, Portfolio Management, Wealth Management, Asset Management, Securities, Finance, Alternative Investments, Financial Analysis, Fixed Income, Process Improvement, Mortgage Lending, Mutual Funds
Education
University of Kentucky 2000 — 2004
Bachelor of Arts, Economics
TD Ameritrade February 2014 - Present
Wells Fargo Advisors, LLC May 2013 - February 2014
Fidelity Investments May 2010 - May 2013
Fidelity Investments July 2007 - May 2010
Fidelity Investments November 2005 - July 2007
GE Capital July 2004 - November 2005
Skills
Investments, Personal Financial..., Financial Services, Strategic Financial..., Relationship Management, Portfolio Management, Wealth Management, Asset Management, Securities, Finance, Alternative Investments, Financial Analysis, Fixed Income, Process Improvement, Mortgage Lending, Mutual Funds
Education
University of Kentucky 2000 — 2004
Bachelor of Arts, Economics
Susan Senger's Fidelity Investments Experience August 2004 - Present
Job Investment Education Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2004 - Present
Education
University of Kentucky 1996 — 2000
Fidelity Investments August 2004 - Present
Education
University of Kentucky 1996 — 2000
Arun Rajasekaran's Fidelity Investments Experience July 2012 - Present
Job Principle Software Engineer/Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments July 2007 - June 2012
Bank of America September 2006 - July 2007
Infosys Technologies Ltd August 2000 - September 2006
Skills
JMS, Struts, Spring, Websphere, DB2, Flex, HTML, RESTful WebServices, SDLC, Agile Methodologies, jQuery, JavaScript, Tomcat, Performance Improvement
Education
University of Madras 1996 — 2000
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Fidelity Investments July 2012 - Present
Fidelity Investments July 2007 - June 2012
Bank of America September 2006 - July 2007
Infosys Technologies Ltd August 2000 - September 2006
Skills
JMS, Struts, Spring, Websphere, DB2, Flex, HTML, RESTful WebServices, SDLC, Agile Methodologies, jQuery, JavaScript, Tomcat, Performance Improvement
Education
University of Madras 1996 — 2000
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Lanish Balakrishnan's Fidelity Investments Experience 2004 - March 2010
Job Lead Consultant @ Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions March 2010 - Present
Fidelity Investments 2004 - March 2010
HCL Perot Systems October 2003 - May 2004
Maruthi -IT.com Ltd June 1998 - October 2003
Skills
Release Management, ITIL, IT Service Management, Solution Architecture, Requirements Analysis, Service Management, PMP, SDLC, Integration, HP Service Manager, Service-now.com, Change Management, Consulting, Enterprise Software, HP Openview
Education
University of Madras
MSC, Information Technlogy
University of Madras
Master’s Degree, Information Technology
University of Madras
Master’s Degree, Information Technology
Cognizant Technology Solutions March 2010 - Present
Fidelity Investments 2004 - March 2010
HCL Perot Systems October 2003 - May 2004
Maruthi -IT.com Ltd June 1998 - October 2003
Skills
Release Management, ITIL, IT Service Management, Solution Architecture, Requirements Analysis, Service Management, PMP, SDLC, Integration, HP Service Manager, Service-now.com, Change Management, Consulting, Enterprise Software, HP Openview
Education
University of Madras
MSC, Information Technlogy
University of Madras
Master’s Degree, Information Technology
University of Madras
Master’s Degree, Information Technology
Jagannathan Varatharaj's Fidelity Investments Experience July 2015 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments August 2014 - June 2015
Fidelity Investments June 2013 - July 2014
Emerio Globesoft(Citi Bank) April 2010 - June 2013
Fidelity Investments February 2007 - April 2010
Cognizant January 2005 - January 2007
Theorem 2004 - 2004
Skills
Oracle, PL/SQL, ETL, Databases, Unix, Informatica, SDLC, Requirements Analysis, Data Warehousing, SQL, Software Project..., Microsoft SQL Server, Unix Shell Scripting, Agile Methodologies, Business Analysis, XML, Solution Architecture, Data Modeling, Java Enterprise Edition, DB2, Java, Web Services, SOA, Requirements Gathering, Data Migration
Education
University of Madras 2000 — 2004
B.Tech, Information Technology
Fidelity Investments July 2015 - Present
Fidelity Investments August 2014 - June 2015
Fidelity Investments June 2013 - July 2014
Emerio Globesoft(Citi Bank) April 2010 - June 2013
Fidelity Investments February 2007 - April 2010
Cognizant January 2005 - January 2007
Theorem 2004 - 2004
Skills
Oracle, PL/SQL, ETL, Databases, Unix, Informatica, SDLC, Requirements Analysis, Data Warehousing, SQL, Software Project..., Microsoft SQL Server, Unix Shell Scripting, Agile Methodologies, Business Analysis, XML, Solution Architecture, Data Modeling, Java Enterprise Edition, DB2, Java, Web Services, SOA, Requirements Gathering, Data Migration
Education
University of Madras 2000 — 2004
B.Tech, Information Technology
Prachi Bhandari's Fidelity Investments Experience September 2005 - March 2008
Job Client Service Analyst Defined Benefits
Industry Financial Services
Experience
Mercer Management Consulting April 2010 - November 2011
Fidelity Investments September 2005 - March 2008
Skills
Business Analysis, Financial Modeling, Management Consulting, Analytics, Performance Management, Financial Analysis, Change Management, Project Management, Talent Management, Business Strategy, Strategic Planning, Product Management, Defined Benefit, Business Development, Business Intelligence, Team Leadership, Team Building, Pensions
Education
University of Lucknow 2002 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
Mercer Management Consulting April 2010 - November 2011
Fidelity Investments September 2005 - March 2008
Skills
Business Analysis, Financial Modeling, Management Consulting, Analytics, Performance Management, Financial Analysis, Change Management, Project Management, Talent Management, Business Strategy, Strategic Planning, Product Management, Defined Benefit, Business Development, Business Intelligence, Team Leadership, Team Building, Pensions
Education
University of Lucknow 2002 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
Sirma Tzoutzova, CFP®, CIMA®'s Fidelity Investments Experience August 2003 - November 2005
Job Managing Director, Wealth Advisor at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank July 2013 - Present
Fidelity Investments Private Client Group November 2005 - July 2013
Fidelity Investments August 2003 - November 2005
Fidelity Investments Salt Lake City November 2000 - August 2003
Fidelity Investments July 1999 - November 2000
WORLD INVESTMENT NEWS June 1998 - December 1998
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Financial Services, Relationship Management, Wealth Management, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Investments, Portfolio Management, Investment Management, Fixed Income, Equities, Alternative Investments, Strategic Financial...
Education
University of Sofia, Bulgaria 1993 — 1999
Master of Arts (M.A.), English and American Studies; Minor in Journalism
University of Leeds 1998 — 1998
Graduate Program, English Studies
Silicon Valley Bank July 2013 - Present
Fidelity Investments Private Client Group November 2005 - July 2013
Fidelity Investments August 2003 - November 2005
Fidelity Investments Salt Lake City November 2000 - August 2003
Fidelity Investments July 1999 - November 2000
WORLD INVESTMENT NEWS June 1998 - December 1998
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Financial Services, Relationship Management, Wealth Management, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Investments, Portfolio Management, Investment Management, Fixed Income, Equities, Alternative Investments, Strategic Financial...
Education
University of Sofia, Bulgaria 1993 — 1999
Master of Arts (M.A.), English and American Studies; Minor in Journalism
University of Leeds 1998 — 1998
Graduate Program, English Studies
Jordan Welte, QPA, QKA's Fidelity Investments Experience June 2006 - May 2011
Job Pension Plan Administrator
Industry Financial Services
Experience
Western & Southern Financial Group May 2011 - Present
Fidelity Investments June 2006 - May 2011
University of Kentucky June 2004 - June 2006
Skills
Retirement, Pensions, 401k, Retirement Planning, Mutual Funds, Investments, Insurance, Employee Benefits, Strategic Financial..., Securities, Financial Analysis, Life Insurance, Banking, Credit, Finance
Education
University of Kentucky 1999 — 2004
BS, Agricultural Biotechnology with Math minor
Western & Southern Financial Group May 2011 - Present
Fidelity Investments June 2006 - May 2011
University of Kentucky June 2004 - June 2006
Skills
Retirement, Pensions, 401k, Retirement Planning, Mutual Funds, Investments, Insurance, Employee Benefits, Strategic Financial..., Securities, Financial Analysis, Life Insurance, Banking, Credit, Finance
Education
University of Kentucky 1999 — 2004
BS, Agricultural Biotechnology with Math minor
Peter Ferry's Fidelity Investments Experience 1982 - 1989
Job Management Consultant / IT / Financial Systems / CIO / VP of IT
Industry Information Technology and Services
Experience
Affiliated Managers Group, Inc September 2005 - January 2009
HighQuest Partners January 2002 - August 2005
ACIS November 1999 - October 2001
Fidelity Investments 1982 - 1989
Education
University of London 1971 — 1974
BS, Zoology
Affiliated Managers Group, Inc September 2005 - January 2009
HighQuest Partners January 2002 - August 2005
ACIS November 1999 - October 2001
Fidelity Investments 1982 - 1989
Education
University of London 1971 — 1974
BS, Zoology
Jude Okogbenin, MBA, PMP's Fidelity Investments Experience October 2006 - August 2008
Job Vice President & Senior Project Manager at Eastern Bank
Industry Financial Services
Experience
Eastern Bank September 2013 - Present
Merck September 2012 - August 2013
John Hancock August 2008 - August 2012
Fidelity Investments October 2006 - August 2008
Eastern Bank March 2001 - October 2006
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Requirements Analysis, Visio, SharePoint, Software Project..., Process Improvement, Analysis, Financial Services, Testing, Microsoft Excel, Human Resources, Microsoft Office, PowerPoint, Project Planning, Project Management
Education
University of Massachusetts Boston 2005 — 2007
MBA, Information Systems
University of Lagos 1995 — 1999
Bachelor's degree, Chemistry
Eastern Bank September 2013 - Present
Merck September 2012 - August 2013
John Hancock August 2008 - August 2012
Fidelity Investments October 2006 - August 2008
Eastern Bank March 2001 - October 2006
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Requirements Analysis, Visio, SharePoint, Software Project..., Process Improvement, Analysis, Financial Services, Testing, Microsoft Excel, Human Resources, Microsoft Office, PowerPoint, Project Planning, Project Management
Education
University of Massachusetts Boston 2005 — 2007
MBA, Information Systems
University of Lagos 1995 — 1999
Bachelor's degree, Chemistry
Mohana Lakshmipathy's Fidelity Investments Experience September 2008 - Present
Job Senior Test Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2008 - Present
Cognizant Technology Solutions June 2003 - September 2008
Education
University of Madras
MCA, Computer Application, Maths
Fidelity Investments September 2008 - Present
Cognizant Technology Solutions June 2003 - September 2008
Education
University of Madras
MCA, Computer Application, Maths
Shonda S Oliver's Fidelity Investments Experience March 1998 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1998 - Present
Fidelity Investments January 1995 - March 1998
American Airlines January 1988 - December 1994
Skills
401k, Mutual Funds, Series 63, Relationship Management, Process Improvement, Retirement, Risk Management, Employee Benefits, Benefits Administration, Customer Service, Defined Contribution
Education
Southern Ohio College 1985 — 1987
Accounting and Business/Management
University of Kentucky 1984 — 1985
Accounting
Fidelity Investments March 1998 - Present
Fidelity Investments January 1995 - March 1998
American Airlines January 1988 - December 1994
Skills
401k, Mutual Funds, Series 63, Relationship Management, Process Improvement, Retirement, Risk Management, Employee Benefits, Benefits Administration, Customer Service, Defined Contribution
Education
Southern Ohio College 1985 — 1987
Accounting and Business/Management
University of Kentucky 1984 — 1985
Accounting
Todd Peters's Fidelity Investments Experience January 2010 - July 2011
Job Senior Director Marketing at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF August 2011 - Present
Fidelity Investments January 2010 - July 2011
Fidelity Investments March 2005 - January 2010
Fidelity Investments May 1999 - February 2005
Fidelity Investments November 1996 - April 1999
H.D. Vest Financial Services 1995 - 1996
Skills
Strategy, Financial Services, Series 7, Retirement, Series 63, Business Planning, Retirement Planning, Relationship Management, Internal Communications, Marketing Strategy, Marketing Communications, 401k, Marketing, Product Marketing, Program Management
Education
University of Louisiana at Monroe 1991 — 1995
BBA, Marketing
TIAA-CREF August 2011 - Present
Fidelity Investments January 2010 - July 2011
Fidelity Investments March 2005 - January 2010
Fidelity Investments May 1999 - February 2005
Fidelity Investments November 1996 - April 1999
H.D. Vest Financial Services 1995 - 1996
Skills
Strategy, Financial Services, Series 7, Retirement, Series 63, Business Planning, Retirement Planning, Relationship Management, Internal Communications, Marketing Strategy, Marketing Communications, 401k, Marketing, Product Marketing, Program Management
Education
University of Louisiana at Monroe 1991 — 1995
BBA, Marketing
Marketha Washington's Fidelity Investments Experience July 2014 - May 2015
Job Sr. Benefits Analyst at Towers Watson
Industry Human Resources
Experience
Towers Watson May 2015 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments November 2010 - July 2014
Fidelity Investments June 2007 - November 2010
Healthpoint December 2006 - May 2007
Omni American Bank October 2006 - December 2006
Fidelity Investments June 2003 - October 2006
Fidelity Investments April 2001 - June 2003
Bank One May 2000 - April 2001
Skills
Microsoft Excel, Visio, Investments, Defined Benefit, Performance Management, Retirement, Defined Contribution, Employee Benefits, Series 63, Microsoft Office, Financial Services, Access, Vendor Management, Risk Management
Education
University of Louisiana at Monroe 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Towers Watson May 2015 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments November 2010 - July 2014
Fidelity Investments June 2007 - November 2010
Healthpoint December 2006 - May 2007
Omni American Bank October 2006 - December 2006
Fidelity Investments June 2003 - October 2006
Fidelity Investments April 2001 - June 2003
Bank One May 2000 - April 2001
Skills
Microsoft Excel, Visio, Investments, Defined Benefit, Performance Management, Retirement, Defined Contribution, Employee Benefits, Series 63, Microsoft Office, Financial Services, Access, Vendor Management, Risk Management
Education
University of Louisiana at Monroe 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Stephen Kenkel's Fidelity Investments Experience September 2011 - Present
Job Sr Systems Analyst, Release Engineering` at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments September 2011 - Present
Nortel October 2000 - October 2011
Skills
Agile Methodologies, Software Development, Integration, SDLC, Telecommunications, Requirements Analysis, Software Engineering, TCP/IP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA
University of Kentucky
MS, Physics
Fidelity Investments September 2011 - Present
Nortel October 2000 - October 2011
Skills
Agile Methodologies, Software Development, Integration, SDLC, Telecommunications, Requirements Analysis, Software Engineering, TCP/IP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA
University of Kentucky
MS, Physics
Brad Geoffroy, MBA's Fidelity Investments Experience 1999 - 2000
Job Business Consultant
Industry Management Consulting
Experience
Self Employed 2014 - Present
TYL Trading LLC June 2001 - 2013
Fidelity Investments 1999 - 2000
Skills
Alternative Investments, Portfolio Management, Risk Management, Trading, Asset Allocation, Strategic Planning, Asset Management, Management, Investments
Education
University of Louisiana at Lafayette 2001 — 2003
MBA
University of Louisiana at Lafayette 1994 — 1999
Finance
Self Employed 2014 - Present
TYL Trading LLC June 2001 - 2013
Fidelity Investments 1999 - 2000
Skills
Alternative Investments, Portfolio Management, Risk Management, Trading, Asset Allocation, Strategic Planning, Asset Management, Management, Investments
Education
University of Louisiana at Lafayette 2001 — 2003
MBA
University of Louisiana at Lafayette 1994 — 1999
Finance
Ganapathi Subramanian's Fidelity Investments Experience July 2005 - March 2011
Job GIS Manager at Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals March 2011 - Present
Fidelity Investments July 2005 - March 2011
GlassHouse Technologies July 2003 - June 2005
StorageNetworks June 2002 - July 2003
Skills
SAN, Disaster Recovery, ITIL, Storage, Storage Area Networks
Education
University of Madras 1994 — 1998
B.E., Electronics and Communication Engineering
Vertex Pharmaceuticals March 2011 - Present
Fidelity Investments July 2005 - March 2011
GlassHouse Technologies July 2003 - June 2005
StorageNetworks June 2002 - July 2003
Skills
SAN, Disaster Recovery, ITIL, Storage, Storage Area Networks
Education
University of Madras 1994 — 1998
B.E., Electronics and Communication Engineering
John McAtee's Fidelity Investments Experience February 2007 - February 2009
Job Application Developer at U.S. Bank
Industry Information Technology and Services
Experience
US Bank March 2010 - Present
Tek Systems November 2009 - February 2010
Fidelity Investments February 2007 - February 2009
US Bank February 2002 - February 2007
Fifth Third Bank May 1998 - February 2002
Skills
Business Analysis, Access, SQL, Banking, Microsoft SQL Server, Data Analysis, Disaster Recovery, Integration, Business Process...
Education
University of Kentucky 1997 — 1998
MBA, Management Information Systems
University of Kentucky 1993 — 1997
BS, Accounting
US Bank March 2010 - Present
Tek Systems November 2009 - February 2010
Fidelity Investments February 2007 - February 2009
US Bank February 2002 - February 2007
Fifth Third Bank May 1998 - February 2002
Skills
Business Analysis, Access, SQL, Banking, Microsoft SQL Server, Data Analysis, Disaster Recovery, Integration, Business Process...
Education
University of Kentucky 1997 — 1998
MBA, Management Information Systems
University of Kentucky 1993 — 1997
BS, Accounting
Glen Scriber's Fidelity Investments Experience February 1986 - February 1989
Job Manager Global Talent Acquisition
Industry Staffing and Recruiting
Experience
Signature Source February 2012 - Present
Self Opportunity, Inc. June 2011 - March 2012
Prudential Relocation April 2001 - March 2011
Prudential Relocation April 1997 - April 2001
Bozell Worldwide August 1995 - February 1997
DMDA August 1994 - April 1995
Self Employed December 1991 - August 1994
Financial February 1989 - September 1990
Fidelity Investments February 1986 - February 1989
Skills
Corporate Recruiting, Technical Recruiting, Problem Solving, Customer Satisfaction, Process Improvement, Research, Marketing Strategy, Data Analysis, Human Resources, Business Development, Leadership, Project Management, New Business Development, Recruiting, Sales, Marketing, Customer Service, CRM, Management, Contract Negotiation, Sourcing, E-commerce, Budgets, Online Advertising, Employee Relations, Deferred Compensation, Negotiation, Integrated Marketing, Coaching, Team Management, Strategic Planning, Account Management, Expatriate Management, Direct Marketing, Training, Vendor Management, Team Building, Analysis, Employee Benefits, Hiring, Market Research, Public Relations, Marketing Communications, Proposal Writing, Advertising, Finance
Education
University of Louisiana at Monroe 1981 — 1985
Bachelor, Business Administration: Accounting; Minor in Finance
The University of Southern Mississippi 1989 — 1991
Master of Science, Management: Marketing Communications and Sports Management
Signature Source February 2012 - Present
Self Opportunity, Inc. June 2011 - March 2012
Prudential Relocation April 2001 - March 2011
Prudential Relocation April 1997 - April 2001
Bozell Worldwide August 1995 - February 1997
DMDA August 1994 - April 1995
Self Employed December 1991 - August 1994
Financial February 1989 - September 1990
Fidelity Investments February 1986 - February 1989
Skills
Corporate Recruiting, Technical Recruiting, Problem Solving, Customer Satisfaction, Process Improvement, Research, Marketing Strategy, Data Analysis, Human Resources, Business Development, Leadership, Project Management, New Business Development, Recruiting, Sales, Marketing, Customer Service, CRM, Management, Contract Negotiation, Sourcing, E-commerce, Budgets, Online Advertising, Employee Relations, Deferred Compensation, Negotiation, Integrated Marketing, Coaching, Team Management, Strategic Planning, Account Management, Expatriate Management, Direct Marketing, Training, Vendor Management, Team Building, Analysis, Employee Benefits, Hiring, Market Research, Public Relations, Marketing Communications, Proposal Writing, Advertising, Finance
Education
University of Louisiana at Monroe 1981 — 1985
Bachelor, Business Administration: Accounting; Minor in Finance
The University of Southern Mississippi 1989 — 1991
Master of Science, Management: Marketing Communications and Sports Management
Lavanya Jayachandran's Fidelity Investments Experience August 2006 - June 2012
Job Sr. Quality Assurance Analyst at PC Connection, Inc.
Industry Information Technology and Services
Experience
PC Connection, Inc. March 2013 - Present
PC Connection July 2012 - February 2013
Fidelity Investments August 2006 - June 2012
Skills
Quality Center, Test Planning, Data Warehousing, Testing, Manual Testing, Quality Assurance, Test Strategy, ETL, Data Migration, CRM
Education
University of Madras
Master of Business Administration (MBA)
PC Connection, Inc. March 2013 - Present
PC Connection July 2012 - February 2013
Fidelity Investments August 2006 - June 2012
Skills
Quality Center, Test Planning, Data Warehousing, Testing, Manual Testing, Quality Assurance, Test Strategy, ETL, Data Migration, CRM
Education
University of Madras
Master of Business Administration (MBA)
Arun Macherla's Fidelity Investments Experience July 2012 - Present
Job Senior Technology Project Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Infosys October 2008 - June 2012
Infosys September 2006 - September 2008
Cognizant Technology Solutions September 2005 - August 2006
Transys Technologies 1998 - 2000
Skills
Global Delivery, PMP, Offshoring, Resource Management, Software Project...
Education
University of Madras 1993 — 1997
Bachelor of Engineering, Mechanical
Fidelity Investments July 2012 - Present
Infosys October 2008 - June 2012
Infosys September 2006 - September 2008
Cognizant Technology Solutions September 2005 - August 2006
Transys Technologies 1998 - 2000
Skills
Global Delivery, PMP, Offshoring, Resource Management, Software Project...
Education
University of Madras 1993 — 1997
Bachelor of Engineering, Mechanical
T. John O'Connor's Fidelity Investments Experience 2010 - July 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Fidelity Investments 2010 - July 2014
Fidelity Investments 2007 - 2009
Fidelity Investments 2003 - 2007
Fidelity Investments July 1999 - 2003
Skills
Series 7, Series 63, Series 66, Mutual Funds, Retirement Planning, 401k, Retirement, Investments, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Insurance, Strategic Financial..., Securities, Fixed Annuities, Financial Services, Life Insurance, FINRA
Education
University of Kentucky 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Covington Catholic High School 1989 — 1993
TIAA-CREF July 2014 - Present
Fidelity Investments 2010 - July 2014
Fidelity Investments 2007 - 2009
Fidelity Investments 2003 - 2007
Fidelity Investments July 1999 - 2003
Skills
Series 7, Series 63, Series 66, Mutual Funds, Retirement Planning, 401k, Retirement, Investments, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Insurance, Strategic Financial..., Securities, Fixed Annuities, Financial Services, Life Insurance, FINRA
Education
University of Kentucky 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Covington Catholic High School 1989 — 1993
Yoganathan Kaliyaperumal's Fidelity Investments Experience February 2006 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2006 - Present
Skills
Oracle, SQL, Oracle PL/SQL..., T-SQL, Unix Shell Scripting, Perl Script, Oracle Forms, Oracle Reports, SQL Loader, Sybase, Data Modeling, Data Warehousing, Erwin, Informatica, Toad, ClearCase, Autosys, SQL Tuning, Python, MySQL, XML, PowerDesigner, ETL, Dimensional Modeling, Agile Methodologies, Databases, SDLC, Perl, Performance Tuning, Unix, PL/SQL, Shell Scripting, Requirements Analysis, Web Services, Requirements Gathering, Testing
Education
University of Madras 1991 — 1995
B.S., Electronics & Communication
Fidelity Investments February 2006 - Present
Skills
Oracle, SQL, Oracle PL/SQL..., T-SQL, Unix Shell Scripting, Perl Script, Oracle Forms, Oracle Reports, SQL Loader, Sybase, Data Modeling, Data Warehousing, Erwin, Informatica, Toad, ClearCase, Autosys, SQL Tuning, Python, MySQL, XML, PowerDesigner, ETL, Dimensional Modeling, Agile Methodologies, Databases, SDLC, Perl, Performance Tuning, Unix, PL/SQL, Shell Scripting, Requirements Analysis, Web Services, Requirements Gathering, Testing
Education
University of Madras 1991 — 1995
B.S., Electronics & Communication
Raghu Nathan, PMP, CSM's Fidelity Investments Experience April 2012 - Present
Job Senior Project Manager Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2012 - Present
AT&T June 2011 - April 2012
Toyota August 2010 - June 2011
FedEx February 2008 - March 2010
American Express February 2006 - January 2008
U.S.Rehab Mangement Inc January 2003 - December 2005
U.S. Rehab Resources International Inc. October 1995 - December 2002
Square D Biotech Industries Ltd, India January 1989 - August 1995
ICI India June 1983 - 1988
Education
University of Madras
B.Tech, Chemical Engineering
University of Madras
B.Tech, Chemical Engineering
Fidelity Investments April 2012 - Present
AT&T June 2011 - April 2012
Toyota August 2010 - June 2011
FedEx February 2008 - March 2010
American Express February 2006 - January 2008
U.S.Rehab Mangement Inc January 2003 - December 2005
U.S. Rehab Resources International Inc. October 1995 - December 2002
Square D Biotech Industries Ltd, India January 1989 - August 1995
ICI India June 1983 - 1988
Education
University of Madras
B.Tech, Chemical Engineering
University of Madras
B.Tech, Chemical Engineering
Edward Unger's Fidelity Investments Experience 2007 - 2010
Job System Director Workforce Analytics at Houston Methodist
Industry Hospital & Health Care
Experience
Houston Methodist January 2015 - Present
Kronos January 2012 - January 2015
Norton Healthcare February 2011 - February 2012
Huron Consulting Group 2010 - April 2011
Fidelity Investments 2007 - 2010
Norton Healthcare April 2000 - July 2007
Skills
Six Sigma, Healthcare, Process Improvement, Management Consulting, Performance Improvement, Labor Management Systems, Business Management..., Software Implementation, Business Intelligence, Business Process..., Healthcare Consulting, Project Portfolio..., Change Management, PMP, Process Engineering, Business Analysis, Program Management, PMO, Healthcare Information..., Hospitals, Healthcare Management
Education
University of Louisville 1993 — 1996
ME, Industrial Engineering
Houston Methodist January 2015 - Present
Kronos January 2012 - January 2015
Norton Healthcare February 2011 - February 2012
Huron Consulting Group 2010 - April 2011
Fidelity Investments 2007 - 2010
Norton Healthcare April 2000 - July 2007
Skills
Six Sigma, Healthcare, Process Improvement, Management Consulting, Performance Improvement, Labor Management Systems, Business Management..., Software Implementation, Business Intelligence, Business Process..., Healthcare Consulting, Project Portfolio..., Change Management, PMP, Process Engineering, Business Analysis, Program Management, PMO, Healthcare Information..., Hospitals, Healthcare Management
Education
University of Louisville 1993 — 1996
ME, Industrial Engineering
Richard Clancy's Fidelity Investments Experience June 2012 - Present
Job Senior Software Engineer at LexisNexis
Industry Financial Services
Experience
LexisNexis October 2014 - Present
Fidelity Investments June 2012 - Present
Fidelity Investments January 2011 - June 2012
Fidelity Investments September 2007 - January 2011
University of Limerick 2005 - 2006
Skills
Java Enterprise Edition, Enterprise Content..., SOA, Web Development, Mobile Applications, Architectural Design, Creative Problem Solving, SDL Tridion, Backbone.js, Enterprise Architecture, Straight Talking, Unix, Tomcat, REST, JUnit, Spring Framework
Education
University of Limerick 2002 — 2006
BSc, Computer Science 1st Class Honors
HETAC 2006 — 2007
Postgraduate Diploma 1st Class Honors, Computer Science
LexisNexis October 2014 - Present
Fidelity Investments June 2012 - Present
Fidelity Investments January 2011 - June 2012
Fidelity Investments September 2007 - January 2011
University of Limerick 2005 - 2006
Skills
Java Enterprise Edition, Enterprise Content..., SOA, Web Development, Mobile Applications, Architectural Design, Creative Problem Solving, SDL Tridion, Backbone.js, Enterprise Architecture, Straight Talking, Unix, Tomcat, REST, JUnit, Spring Framework
Education
University of Limerick 2002 — 2006
BSc, Computer Science 1st Class Honors
HETAC 2006 — 2007
Postgraduate Diploma 1st Class Honors, Computer Science
Nandhini P B's Fidelity Investments Experience November 2011 - Present
Job Software Analyst
Industry Computer Software
Experience
Fidelity Investments November 2011 - Present
Harvard Management Company January 2011 - November 2011
FM Global July 2010 - December 2010
FSE Inc October 2009 - April 2010
PNC\PFPC Financial Services Group July 2008 - October 2009
Skills
VB.NET, C#, SSIS, Microsoft SQL Server, ASP.NET, AJAX, Oracle, .NET
Education
University of Madras 1999 — 2003
B tech, Information Technology
Fidelity Investments November 2011 - Present
Harvard Management Company January 2011 - November 2011
FM Global July 2010 - December 2010
FSE Inc October 2009 - April 2010
PNC\PFPC Financial Services Group July 2008 - October 2009
Skills
VB.NET, C#, SSIS, Microsoft SQL Server, ASP.NET, AJAX, Oracle, .NET
Education
University of Madras 1999 — 2003
B tech, Information Technology
Al Franco's Fidelity Investments Experience 1986 - 1994
Job Business Integration Lead at BP
Industry Industrial Automation
Experience
BP 2010 - Present
ABB Inc. November 2003 - January 2011
Honeywell Specialty Chemicals 2002 - 2003
Fidelity Investments 1986 - 1994
Skills
Maintenance & Repair, Facilities Management, Reliability, Maximo, Leadership, CMMS, Integration, Business Process, ERP, Business Process..., ITIL
Education
University of Louisiana at Lafayette 1977 — 1982
BS, Engineering and Applied Sciende
University of Louisiana at Lafayette 1977 — 1982
Chemical Engineering and Applied Science
BP 2010 - Present
ABB Inc. November 2003 - January 2011
Honeywell Specialty Chemicals 2002 - 2003
Fidelity Investments 1986 - 1994
Skills
Maintenance & Repair, Facilities Management, Reliability, Maximo, Leadership, CMMS, Integration, Business Process, ERP, Business Process..., ITIL
Education
University of Louisiana at Lafayette 1977 — 1982
BS, Engineering and Applied Sciende
University of Louisiana at Lafayette 1977 — 1982
Chemical Engineering and Applied Science
Deepthi Vegesna's Fidelity Investments Experience January 2015 - Present
Job BI Prinicipal Data Architect at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
RedSalsa Technologies July 2010 - January 2015
Regal Beloit November 2009 - May 2010
Wipro Technologies March 2005 - October 2009
Skills
Informatica, Business Intelligence, ETL, Data Warehousing, Data Modeling, PL/SQL, SDLC, Oracle, SSIS, Microsoft SQL Server, SSRS, SQL, Databases, Datastage, Java, Quality Center, IT Recruitment, Erwin, Enterprise Architecture, Oracle Applications, Oracle HR, Web Services
Education
University of Madras 2000 — 2004
Bachelor of Technology (BTech), Information Technology- Computers
Holy Angels Anglo Indian Higher Sec School
Fidelity Investments January 2015 - Present
RedSalsa Technologies July 2010 - January 2015
Regal Beloit November 2009 - May 2010
Wipro Technologies March 2005 - October 2009
Skills
Informatica, Business Intelligence, ETL, Data Warehousing, Data Modeling, PL/SQL, SDLC, Oracle, SSIS, Microsoft SQL Server, SSRS, SQL, Databases, Datastage, Java, Quality Center, IT Recruitment, Erwin, Enterprise Architecture, Oracle Applications, Oracle HR, Web Services
Education
University of Madras 2000 — 2004
Bachelor of Technology (BTech), Information Technology- Computers
Holy Angels Anglo Indian Higher Sec School
Brendan Tighe's Fidelity Investments Experience June 2013 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments December 2012 - June 2013
Fidelity Investments September 2011 - January 2013
Tower Trading NYC June 2010 - September 2010
Skills
Options Strategies, Series 7, Series 63, Series 65, Options, Trading Strategies, 401k Rollovers, Bloomberg Terminal, Trading
Education
William Paterson University of New Jersey 2006 — 2010
BS, Finance
University of Limerick
History
Fidelity Investments June 2013 - Present
Fidelity Investments December 2012 - June 2013
Fidelity Investments September 2011 - January 2013
Tower Trading NYC June 2010 - September 2010
Skills
Options Strategies, Series 7, Series 63, Series 65, Options, Trading Strategies, 401k Rollovers, Bloomberg Terminal, Trading
Education
William Paterson University of New Jersey 2006 — 2010
BS, Finance
University of Limerick
History
Katie Browning's Fidelity Investments Experience February 2011 - Present
Job Sr Proposal Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Skills
Microsoft Office, Proposal Writing, RFP, Project Management, Team Leadership
Education
University of Kentucky 1999 — 2003
Bachelor of Arts (B.A.)
Fidelity Investments February 2011 - Present
Skills
Microsoft Office, Proposal Writing, RFP, Project Management, Team Leadership
Education
University of Kentucky 1999 — 2003
Bachelor of Arts (B.A.)
Scott Bassett's Fidelity Investments Experience May 1995 - November 1997
Job Owner at On The Mark Sports
Industry Sports
Experience
On The Mark Sports January 2002 - Present
Wells Fargo April 2000 - June 2003
J.P. Morgan December 1997 - 2000
Fidelity Investments May 1995 - November 1997
Skills
Sports, Social Media, Event Management, Coaching, Social Media Marketing, Event Planning, Customer Service, Marketing, Marketing Strategy, Public Speaking, Sports Marketing, Public Relations, Advertising, Microsoft Office, Strategic Planning, Fitness, Marketing Communications, New Business Development, Sales, Sports Management
Education
Xavier University 1995 — 1997
Masters in Business Administration, Management Information Systems, General
University of Kentucky 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
On The Mark Sports January 2002 - Present
Wells Fargo April 2000 - June 2003
J.P. Morgan December 1997 - 2000
Fidelity Investments May 1995 - November 1997
Skills
Sports, Social Media, Event Management, Coaching, Social Media Marketing, Event Planning, Customer Service, Marketing, Marketing Strategy, Public Speaking, Sports Marketing, Public Relations, Advertising, Microsoft Office, Strategic Planning, Fitness, Marketing Communications, New Business Development, Sales, Sports Management
Education
Xavier University 1995 — 1997
Masters in Business Administration, Management Information Systems, General
University of Kentucky 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Petrina LeBlanc's Fidelity Investments Experience April 2001 - July 2003
Job Independent Education Management Professional
Industry Education Management
Experience
Home March 2008 - Present
Fidelity Investments April 2001 - July 2003
Darnall, Sikes, Gardes & Frederick, CPAs October 1998 - April 2001
Flower and Associates October 1996 - October 1998
Education
University of Louisiana at Lafayette 1991 — 1995
BS, Accounting/Business
Home March 2008 - Present
Fidelity Investments April 2001 - July 2003
Darnall, Sikes, Gardes & Frederick, CPAs October 1998 - April 2001
Flower and Associates October 1996 - October 1998
Education
University of Louisiana at Lafayette 1991 — 1995
BS, Accounting/Business
Ryann Scott's Fidelity Investments Experience September 2003 - July 2004
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
John Wayne Cancer Institute July 2007 - Present
Carlo, Inc November 2004 - May 2007
Early career history: Carlo Inc November 2004 - May 2007
Fidelity Investments September 2003 - July 2004
Singletary Center for the Arts January 2003 - August 2003
Education
University of Kentucky 1999 — 2003
Bachelors Degree, Fine Arts
John Wayne Cancer Institute July 2007 - Present
Carlo, Inc November 2004 - May 2007
Early career history: Carlo Inc November 2004 - May 2007
Fidelity Investments September 2003 - July 2004
Singletary Center for the Arts January 2003 - August 2003
Education
University of Kentucky 1999 — 2003
Bachelors Degree, Fine Arts
Amar Inturi's Fidelity Investments Experience November 2012 - July 2014
Job Senior Software Validation Engineer
Industry Government Administration
Experience
PAREXEL February 2015 - Present
Massachusetts Health Connector September 2014 - December 2014
Fidelity Investments November 2012 - July 2014
MassHousing August 2011 - October 2012
OneShield August 2010 - July 2011
Measured Progress March 2010 - July 2010
J. Knipper & Company April 2009 - February 2010
Liberty Mutual Insurance January 2008 - March 2009
Insurity August 2007 - December 2007
Liberty Mutual Insurance May 2005 - July 2007
Education
University of Madras
PAREXEL February 2015 - Present
Massachusetts Health Connector September 2014 - December 2014
Fidelity Investments November 2012 - July 2014
MassHousing August 2011 - October 2012
OneShield August 2010 - July 2011
Measured Progress March 2010 - July 2010
J. Knipper & Company April 2009 - February 2010
Liberty Mutual Insurance January 2008 - March 2009
Insurity August 2007 - December 2007
Liberty Mutual Insurance May 2005 - July 2007
Education
University of Madras
Padmaja Vaidyanathan's Fidelity Investments Experience June 2006 - March 2008
Job Solution Architect at Citizens Bank
Industry Banking
Experience
Citizens Bank August 2013 - Present
Citizens Bank November 2010 - August 2013
Citizens Bank March 2008 - October 2008
Fidelity Investments June 2006 - March 2008
Pfizer June 2004 - June 2006
Wipro Technologies September 2002 - January 2003
Tata Telecom June 2001 - September 2002
Skills
Unix Shell Scripting, WebSphere Application..., WebSphere MQ, DataPower, IIS, Java, Oracle, Unix, Disaster Recovery, Solaris, Websphere, DB2, SOA, AIX, Enterprise Architecture, WebSphere, Web Services
Education
University of Madras
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Citizens Bank August 2013 - Present
Citizens Bank November 2010 - August 2013
Citizens Bank March 2008 - October 2008
Fidelity Investments June 2006 - March 2008
Pfizer June 2004 - June 2006
Wipro Technologies September 2002 - January 2003
Tata Telecom June 2001 - September 2002
Skills
Unix Shell Scripting, WebSphere Application..., WebSphere MQ, DataPower, IIS, Java, Oracle, Unix, Disaster Recovery, Solaris, Websphere, DB2, SOA, AIX, Enterprise Architecture, WebSphere, Web Services
Education
University of Madras
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Sarah Marcotte's Fidelity Investments Experience January 2008 - May 2010
Job Physical Therapist Assistant at Lackland AFB
Industry Hospital & Health Care
Experience
Saratoga Medical Center December 2014 - Present
Peterson Regional Medical Center September 2012 - September 2014
Genesis-River Ridge March 2012 - April 2012
Amherst Physical Therapy January 2012 - March 2012
Ramsey Rehab Inc May 2011 - June 2011
Fidelity Investments January 2008 - May 2010
United States Marine Corps Reserve October 2003 - December 2007
Brookstone July 2006 - February 2007
Career Connections Staffing Services October 2002 - June 2006
Skills
Physical Therapy, Orthopedics, Healthcare, Inpatient, Traumatic Brain Injury, Therapeutic Massage, Microsoft Excel, Aquatic Therapy, Customer Service
Education
Hesser College 2010 — 2012
Associate of Applied Science, Physical Therapist Assistant
University of Massachusetts Lowell 1997 — 2002
Bachelor of Arts (B.A.), Philosophy
University of Limerick 1999 — 2000
Study Abroad Program, Irish Studies
Saratoga Medical Center December 2014 - Present
Peterson Regional Medical Center September 2012 - September 2014
Genesis-River Ridge March 2012 - April 2012
Amherst Physical Therapy January 2012 - March 2012
Ramsey Rehab Inc May 2011 - June 2011
Fidelity Investments January 2008 - May 2010
United States Marine Corps Reserve October 2003 - December 2007
Brookstone July 2006 - February 2007
Career Connections Staffing Services October 2002 - June 2006
Skills
Physical Therapy, Orthopedics, Healthcare, Inpatient, Traumatic Brain Injury, Therapeutic Massage, Microsoft Excel, Aquatic Therapy, Customer Service
Education
Hesser College 2010 — 2012
Associate of Applied Science, Physical Therapist Assistant
University of Massachusetts Lowell 1997 — 2002
Bachelor of Arts (B.A.), Philosophy
University of Limerick 1999 — 2000
Study Abroad Program, Irish Studies
Joseph Daines's Fidelity Investments Experience November 2004 - Present
Job Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2004 - Present
Education
University of Kentucky 1997 — 2003
Bachelor's degree, Agricultural Economics
Fidelity Investments November 2004 - Present
Education
University of Kentucky 1997 — 2003
Bachelor's degree, Agricultural Economics
Jim Rains's Fidelity Investments Experience December 2006 - Present
Job Director of Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2006 - Present
Gap Inc. December 2000 - October 2006
Skills
Process Improvement, Financial Services, Operations Management, Relationship Management, Business Process..., Change Management
Education
University of Kentucky
Fidelity Investments December 2006 - Present
Gap Inc. December 2000 - October 2006
Skills
Process Improvement, Financial Services, Operations Management, Relationship Management, Business Process..., Change Management
Education
University of Kentucky
William Torbeck's Fidelity Investments Experience June 2015 - Present
Job Student at University of Kentucky
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
SRC of Lexington October 2014 - Present
Tri state abrasive & tool co. May 2014 - August 2014
Best Buy January 2014 - August 2014
Penn Station East Coast Subs August 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Management
Education
University of Kentucky 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments June 2015 - Present
SRC of Lexington October 2014 - Present
Tri state abrasive & tool co. May 2014 - August 2014
Best Buy January 2014 - August 2014
Penn Station East Coast Subs August 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Management
Education
University of Kentucky 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank