Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
David C Barski, Quality and Business Excellence David C Barski, Quality and Business Excellence's Fidelity Investments Experience April 2011 - Present
Job VP of Quality at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
USCodePros December 2009 - April 2011
Corning Cable Systems April 2001 - May 2009
NEC October 1999 - April 2001
NEC America April 1996 - October 1999
Motorola October 1992 - April 1996
Motorola January 1990 - October 1992
Skills
Cross-functional Team..., Six Sigma, Business Process..., Quality Management, Quality Assurance, Process Improvement, Program Management, Project Management, Strategy, Product Management, Change Management, Leadership, Continuous Improvement, CMMI, Training, Testing, Product Development, Management, Lean Manufacturing, Operational Excellence, Iso 9000, Manufacturing, Software Development, Project Coordination, Process Engineering, DMAIC, Team Building, ISO, CRM, Business Strategy, Performance Management, Telecommunications, Quality System, Project Planning, Risk Management, Engineering, Business Process, Team Management, ITIL, Strategic Planning, Strategic Partnerships, Root Cause Analysis, TQM, Vendor Management, Integration, Operations Management, Enterprise Software, SaaS, SDLC, Strengths Development
Education
University of Missouri-Rolla 1985 — 1990
BS EE, Electrical Engineering
Gallup, Inc. 2014 — 2014
Certification, Accelerated Strengths Coaching Course Certificate, Strengths-Based Coaching
Fidelity Investments April 2011 - Present
USCodePros December 2009 - April 2011
Corning Cable Systems April 2001 - May 2009
NEC October 1999 - April 2001
NEC America April 1996 - October 1999
Motorola October 1992 - April 1996
Motorola January 1990 - October 1992
Skills
Cross-functional Team..., Six Sigma, Business Process..., Quality Management, Quality Assurance, Process Improvement, Program Management, Project Management, Strategy, Product Management, Change Management, Leadership, Continuous Improvement, CMMI, Training, Testing, Product Development, Management, Lean Manufacturing, Operational Excellence, Iso 9000, Manufacturing, Software Development, Project Coordination, Process Engineering, DMAIC, Team Building, ISO, CRM, Business Strategy, Performance Management, Telecommunications, Quality System, Project Planning, Risk Management, Engineering, Business Process, Team Management, ITIL, Strategic Planning, Strategic Partnerships, Root Cause Analysis, TQM, Vendor Management, Integration, Operations Management, Enterprise Software, SaaS, SDLC, Strengths Development
Education
University of Missouri-Rolla 1985 — 1990
BS EE, Electrical Engineering
Gallup, Inc. 2014 — 2014
Certification, Accelerated Strengths Coaching Course Certificate, Strengths-Based Coaching
Todd B. Clark Todd B. Clark's Fidelity Investments Experience May 2003 - May 2004
Job Director of Corporate Partnerships at Maverik Center and Utah Grizzlies (ECHL Hockey).
Industry Marketing and Advertising
Experience
Utah Grizzlies January 2013 - Present
POSH Electronics Inc. August 2012 - January 2013
Miller Motorsports Park May 2008 - July 2012
Wells Fargo May 2006 - May 2008
Wells Fargo May 2004 - May 2006
Fidelity Investments May 2003 - May 2004
Fidelity Investments May 2001 - May 2003
Fidelity Investments April 1999 - May 2001
Skills
Brand Development, Sponsorship Management, Motorsports Marketing, Partnership Programs, Sponsorship Marketing, Sponsorship Negotiations, Corporate Sponsorships, Sponsorship, Online Marketing, Strategic Partnerships, Sports, Customer Satisfaction, Strategy, Social Media Marketing, Partnerships, Sales, Brand Awareness, New Business Development, Marketing, Marketing Strategy, Management, Business Strategy, Customer Service, Sports Marketing, Event Planning, Business Development, Advertising, Negotiation, Sponsorship Activation, Event Management, Budgets, Strategic Planning, Online Advertising, Marketing Communications, Sponsorship Sales, Relationship Marketing, Leadership, Team Leadership, Sports Management, Copywriting, Program Management, Public Relations, Ticket Sales, Analytical Skills, Sales Operations, Social Media, Project Planning, Account Management, Sales Presentations, Email Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, Finance
Utah State University 1994 — 1998
Bachelor's degree, Sports and Exercise
Sugar Salem High School 1987 — 1990
Utah Grizzlies January 2013 - Present
POSH Electronics Inc. August 2012 - January 2013
Miller Motorsports Park May 2008 - July 2012
Wells Fargo May 2006 - May 2008
Wells Fargo May 2004 - May 2006
Fidelity Investments May 2003 - May 2004
Fidelity Investments May 2001 - May 2003
Fidelity Investments April 1999 - May 2001
Skills
Brand Development, Sponsorship Management, Motorsports Marketing, Partnership Programs, Sponsorship Marketing, Sponsorship Negotiations, Corporate Sponsorships, Sponsorship, Online Marketing, Strategic Partnerships, Sports, Customer Satisfaction, Strategy, Social Media Marketing, Partnerships, Sales, Brand Awareness, New Business Development, Marketing, Marketing Strategy, Management, Business Strategy, Customer Service, Sports Marketing, Event Planning, Business Development, Advertising, Negotiation, Sponsorship Activation, Event Management, Budgets, Strategic Planning, Online Advertising, Marketing Communications, Sponsorship Sales, Relationship Marketing, Leadership, Team Leadership, Sports Management, Copywriting, Program Management, Public Relations, Ticket Sales, Analytical Skills, Sales Operations, Social Media, Project Planning, Account Management, Sales Presentations, Email Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, Finance
Utah State University 1994 — 1998
Bachelor's degree, Sports and Exercise
Sugar Salem High School 1987 — 1990
Michael J. Bukala Michael J. Bukala's Fidelity Investments Experience March 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments November 2012 - March 2014
Fidelity Investments April 2012 - November 2012
Skills
Customer Service, Finance, Financial Analysis, Investments, Leadership, Microsoft Excel, Microsoft Office, Social Media
Education
University of Missouri-Columbia 2006 — 2011
BS, Economics
Benet Academy 2002 — 2006
Fidelity Investments March 2014 - Present
Fidelity Investments November 2012 - March 2014
Fidelity Investments April 2012 - November 2012
Skills
Customer Service, Finance, Financial Analysis, Investments, Leadership, Microsoft Excel, Microsoft Office, Social Media
Education
University of Missouri-Columbia 2006 — 2011
BS, Economics
Benet Academy 2002 — 2006
Andrew Rumbelow Andrew Rumbelow's Fidelity Investments Experience July 2013 - April 2014
Job MBA Candidate University of Mississippi School of Business Administration
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Fidelity Investments July 2013 - April 2014
Fidelity Investments June 2012 - July 2013
Fidelity Investments January 2012 - June 2012
Skills
Valuation, Investments, Mutual Funds, Fixed Income Analysis, Equity Research, Bloomberg Terminal, Analysis, Fixed Income, Securities
Education
University of Mississippi - School of Business Administration 2014 — 2015
Master of Business Administration (M.B.A.)
Rhodes College 2007 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Raymond James Financial Inc. September 2014 - Present
Fidelity Investments July 2013 - April 2014
Fidelity Investments June 2012 - July 2013
Fidelity Investments January 2012 - June 2012
Skills
Valuation, Investments, Mutual Funds, Fixed Income Analysis, Equity Research, Bloomberg Terminal, Analysis, Fixed Income, Securities
Education
University of Mississippi - School of Business Administration 2014 — 2015
Master of Business Administration (M.B.A.)
Rhodes College 2007 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Jen Sellwood Jen Sellwood's Fidelity Investments Experience December 2013 - Present
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
BIKRAM YOGA November 2009 - Present
Merrill Lynch August 2012 - November 2013
Skills
Goal coaching, Community Development, Wealth Management, Fun, Relationship Marketing, Yoga, Running, Bikram Yoga, Health and Wellness, Strategic Financial..., Series 7, RRCA Certified Run Coach, Cpr Certified, Series 66
Education
University of Minnesota-Twin Cities
Fidelity Investments December 2013 - Present
BIKRAM YOGA November 2009 - Present
Merrill Lynch August 2012 - November 2013
Skills
Goal coaching, Community Development, Wealth Management, Fun, Relationship Marketing, Yoga, Running, Bikram Yoga, Health and Wellness, Strategic Financial..., Series 7, RRCA Certified Run Coach, Cpr Certified, Series 66
Education
University of Minnesota-Twin Cities
Ellie Harrison Ellie Harrison's Fidelity Investments Experience 2005 - 2009
Job Chief Human Resources Officer at ImmunoGen, Inc.
Industry Human Resources
Experience
ImmunoGen, Inc. February 2014 - Present
Blue Cross Blue Shield Rhode Island June 2013 - February 2014
Citigroup February 2009 - December 2012
Fidelity Investments 2005 - 2009
Fidelity Investments 2003 - 2005
Fidelity Investments 1997 - 2003
Chubb Life America 1995 - 1997
Banc One Asset Management Company 1992 - 1995
Skills
Human Resources..., Personnel Management, Recruiting, Mergers, Financial Services, Strategic Planning, Business Strategy, Investments, Wealth Management, Executive Pay, Workforce Planning, Mergers & Acquisitions, Employee Relations, Human Resources, Talent Management, Coaching, Organizational..., Leadership Development, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), History
ImmunoGen, Inc. February 2014 - Present
Blue Cross Blue Shield Rhode Island June 2013 - February 2014
Citigroup February 2009 - December 2012
Fidelity Investments 2005 - 2009
Fidelity Investments 2003 - 2005
Fidelity Investments 1997 - 2003
Chubb Life America 1995 - 1997
Banc One Asset Management Company 1992 - 1995
Skills
Human Resources..., Personnel Management, Recruiting, Mergers, Financial Services, Strategic Planning, Business Strategy, Investments, Wealth Management, Executive Pay, Workforce Planning, Mergers & Acquisitions, Employee Relations, Human Resources, Talent Management, Coaching, Organizational..., Leadership Development, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), History
Kyle Beatty Kyle Beatty's Fidelity Investments Experience June 2013 - Present
Job Representative
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Edward Jones February 2013 - May 2013
Retirement Planning and Education May 2012 - January 2013
Portico Benefit Services (formerly ELCA Board of Pensions) June 2005 - May 2012
Portico Benefit Services 2005 - 2012
US Bancorp June 2004 - March 2005
Charles Schwab June 2000 - June 2004
Wells Fargo March 1998 - May 2000
Thrivent (formerly Lutheran Brotherhood) January 1996 - March 1998
RBC Dain Rauscher June 1989 - December 1995
Skills
Investments, Retirement, Insurance, Pensions, Budgeting, Compliance, Employee Benefits, Customer Relations, Strategic Planning, Financial Planning, Retirement Planning, Coaching, Wealth Management, Portfolio Management, Public Speaking, Finance, Fundraising, Customer Service, Leadership, Business Analysis, Strategic Financial..., Budgets, CRM, Cross-functional Team..., Mutual Funds
Education
University of Minnesota-Twin Cities 1984 — 1988
BA, Journalism
Fidelity Investments June 2013 - Present
Edward Jones February 2013 - May 2013
Retirement Planning and Education May 2012 - January 2013
Portico Benefit Services (formerly ELCA Board of Pensions) June 2005 - May 2012
Portico Benefit Services 2005 - 2012
US Bancorp June 2004 - March 2005
Charles Schwab June 2000 - June 2004
Wells Fargo March 1998 - May 2000
Thrivent (formerly Lutheran Brotherhood) January 1996 - March 1998
RBC Dain Rauscher June 1989 - December 1995
Skills
Investments, Retirement, Insurance, Pensions, Budgeting, Compliance, Employee Benefits, Customer Relations, Strategic Planning, Financial Planning, Retirement Planning, Coaching, Wealth Management, Portfolio Management, Public Speaking, Finance, Fundraising, Customer Service, Leadership, Business Analysis, Strategic Financial..., Budgets, CRM, Cross-functional Team..., Mutual Funds
Education
University of Minnesota-Twin Cities 1984 — 1988
BA, Journalism
Alice Johnson, CRE Alice Johnson, CRE's Fidelity Investments Experience January 1997 - February 2000
Job Arbitrator at FINRA
Industry Real Estate
Experience
Florida County Court System March 2011 - Present
Self employed January 2000 - Present
FINRA January 1999 - Present
Indian River County Housing Authority December 2011 - March 2012
New York University April 2004 - December 2007
Fidelity Investments January 1997 - February 2000
Merrill Lynch January 1986 - March 1997
Merrill Lynch & Co January 1986 - January 1997
Arthur Young & Company January 1984 - January 1986
Skills
Due Diligence, Investments, Asset Managment, Valuation, Economics, Capital Markets, Public Speaking, Mergers, Financial Analysis, Arbitration, Litigation, Strategic Planning, Alternative Investments, Research, Portfolio Management, Asset Management, Securities
Education
University of Michigan 1962 — 1966
BA, French
Florida County Court System March 2011 - Present
Self employed January 2000 - Present
FINRA January 1999 - Present
Indian River County Housing Authority December 2011 - March 2012
New York University April 2004 - December 2007
Fidelity Investments January 1997 - February 2000
Merrill Lynch January 1986 - March 1997
Merrill Lynch & Co January 1986 - January 1997
Arthur Young & Company January 1984 - January 1986
Skills
Due Diligence, Investments, Asset Managment, Valuation, Economics, Capital Markets, Public Speaking, Mergers, Financial Analysis, Arbitration, Litigation, Strategic Planning, Alternative Investments, Research, Portfolio Management, Asset Management, Securities
Education
University of Michigan 1962 — 1966
BA, French
Keith Strodtman Keith Strodtman's Fidelity Investments Experience 1996 - 1997
Job Global Head, Customer Office and Adoption, HR Line of Business at SAP
Industry Information Technology and Services
Experience
SAP January 2015 - Present
Strodtman Consulting, LLC March 2011 - Present
NGA Human Resources August 2012 - January 2015
Ceridian June 2009 - March 2011
Ceridian June 2003 - June 2009
Ceridian July 2002 - June 2003
PricewaterhouseCoopers July 1997 - July 2002
Fidelity Investments 1996 - 1997
Skills
BPO, P&L Management, Product Management, HRO, Product Strategy, Product Development, Product Marketing, Outsourcing, Strategic Planning, Strategy Development, Executive Management, Management Consulting, Business Growth, Business Strategy, Team Leadership, HR Consulting, SaaS, Sales Process, Contract Negotiation, Business Development, Program Management, Business Transformation, Strategy, Leadership, Enterprise Software, Thought Leadership, Management, CRM, Strategic Partnerships, Cross-functional Team..., Business Process..., Change Management, Process Improvement, Cloud Computing, Consulting
Education
University of Saint Thomas 1988 — 1990
BA, Business Administration
University of Minnesota-Twin Cities
SAP January 2015 - Present
Strodtman Consulting, LLC March 2011 - Present
NGA Human Resources August 2012 - January 2015
Ceridian June 2009 - March 2011
Ceridian June 2003 - June 2009
Ceridian July 2002 - June 2003
PricewaterhouseCoopers July 1997 - July 2002
Fidelity Investments 1996 - 1997
Skills
BPO, P&L Management, Product Management, HRO, Product Strategy, Product Development, Product Marketing, Outsourcing, Strategic Planning, Strategy Development, Executive Management, Management Consulting, Business Growth, Business Strategy, Team Leadership, HR Consulting, SaaS, Sales Process, Contract Negotiation, Business Development, Program Management, Business Transformation, Strategy, Leadership, Enterprise Software, Thought Leadership, Management, CRM, Strategic Partnerships, Cross-functional Team..., Business Process..., Change Management, Process Improvement, Cloud Computing, Consulting
Education
University of Saint Thomas 1988 — 1990
BA, Business Administration
University of Minnesota-Twin Cities
Jake Bancino Jake Bancino's Fidelity Investments Experience April 2013 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
RTP Federal Credit Union June 2008 - April 2013
Merrill Lynch May 2007 - August 2007
Skills
Asset Managment, Liability Management, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Crystal Reports, SQL, Game Theory, Regression Analysis, Investments, Business Intelligence, Process Improvement, BABOK, Accounting, Mergers & Acquisitions, Asset Management, Risk Management, Finance, Leadership, Corporate Finance, Credit Unions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2008
BA, Economics
Fidelity Investments April 2013 - Present
RTP Federal Credit Union June 2008 - April 2013
Merrill Lynch May 2007 - August 2007
Skills
Asset Managment, Liability Management, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Crystal Reports, SQL, Game Theory, Regression Analysis, Investments, Business Intelligence, Process Improvement, BABOK, Accounting, Mergers & Acquisitions, Asset Management, Risk Management, Finance, Leadership, Corporate Finance, Credit Unions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2008
BA, Economics
Natalie Ruotsinoja Durk Natalie Ruotsinoja Durk's Fidelity Investments Experience March 2004 - April 2008
Job Senior Compensation Consultant at Carlson
Industry Retail
Experience
Carlson September 2012 - Present
Carlson March 2012 - September 2012
Target April 2010 - March 2012
Target May 2008 - April 2010
Fidelity Investments March 2004 - April 2008
Education
University of Minnesota - Carlson School of Management 2001 — 2002
M.A., Human Resources & Industrial Relations
University of Michigan 1997 — 2000
B.M.A., Harp Performance
Carlson September 2012 - Present
Carlson March 2012 - September 2012
Target April 2010 - March 2012
Target May 2008 - April 2010
Fidelity Investments March 2004 - April 2008
Education
University of Minnesota - Carlson School of Management 2001 — 2002
M.A., Human Resources & Industrial Relations
University of Michigan 1997 — 2000
B.M.A., Harp Performance
Shantesh Kanekar Shantesh Kanekar's Fidelity Investments Experience July 2005 - November 2008
Job Global Technology Manager at Staples
Industry Business Supplies and Equipment
Experience
Staples July 2013 - Present
Staples March 2012 - June 2013
Staples April 2011 - June 2013
Staples, Inc. November 2008 - April 2011
Fidelity Investments July 2005 - November 2008
Patni Computer Systems March 2005 - November 2008
IAEGS August 2002 - February 2005
Goa College of Engineering September 2001 - July 2002
Zensar Technologies October 2000 - September 2001
Skills
Management, IT Strategy, Technology Management, Technology Evaluation, IT Management, Enterprise Architecture, Solution Architecture, Application Architecture, IT Solutions, Vendor Management..., Personalization, Software Development, SOA, SDLC, Agile Methodologies, Requirements Analysis, PL/SQL, Oracle, Web Services, Software Project..., SQL, Java, Microsoft SQL Server, Data Warehousing, XML, Unix, Data Modeling, Websphere, Unix Shell Scripting, Business Analysis, Information Architecture, Tomcat, Java Enterprise Edition, Database Design, ETL, AJAX, TOGAF, Product Development, Product Management, Marketing Analytics
Education
University of Mississippi 2002 — 2004
MS, Computer Science
Goa Engineering College 1996 — 2000
Bachelor of Engineering (BE), Computer Engineering
Staples July 2013 - Present
Staples March 2012 - June 2013
Staples April 2011 - June 2013
Staples, Inc. November 2008 - April 2011
Fidelity Investments July 2005 - November 2008
Patni Computer Systems March 2005 - November 2008
IAEGS August 2002 - February 2005
Goa College of Engineering September 2001 - July 2002
Zensar Technologies October 2000 - September 2001
Skills
Management, IT Strategy, Technology Management, Technology Evaluation, IT Management, Enterprise Architecture, Solution Architecture, Application Architecture, IT Solutions, Vendor Management..., Personalization, Software Development, SOA, SDLC, Agile Methodologies, Requirements Analysis, PL/SQL, Oracle, Web Services, Software Project..., SQL, Java, Microsoft SQL Server, Data Warehousing, XML, Unix, Data Modeling, Websphere, Unix Shell Scripting, Business Analysis, Information Architecture, Tomcat, Java Enterprise Edition, Database Design, ETL, AJAX, TOGAF, Product Development, Product Management, Marketing Analytics
Education
University of Mississippi 2002 — 2004
MS, Computer Science
Goa Engineering College 1996 — 2000
Bachelor of Engineering (BE), Computer Engineering
Gary Gallagher Gary Gallagher's Fidelity Investments Experience September 2011 - Present
Job Senior Vice President, Fidelity Institutional
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Knowledgent Group February 2011 - August 2011
LPL Financial July 2009 - January 2011
LPL Financial November 2007 - December 2009
Fidelity Investments January 2003 - October 2007
Fidelity Investments January 2001 - December 2002
Fidelity Investments July 1995 - December 2000
Citibank July 1990 - June 1995
KPMG September 1985 - July 1988
Skills
Management, Marketing, Strategic Planning, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, General Management
University of Wisconsin-Madison 1981 — 1985
BBA, Finance and Accounting
Security Industry Institute, The Wharton School
Fidelity Investments September 2011 - Present
Knowledgent Group February 2011 - August 2011
LPL Financial July 2009 - January 2011
LPL Financial November 2007 - December 2009
Fidelity Investments January 2003 - October 2007
Fidelity Investments January 2001 - December 2002
Fidelity Investments July 1995 - December 2000
Citibank July 1990 - June 1995
KPMG September 1985 - July 1988
Skills
Management, Marketing, Strategic Planning, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, General Management
University of Wisconsin-Madison 1981 — 1985
BBA, Finance and Accounting
Security Industry Institute, The Wharton School
Sarah Vania Sarah Vania's Fidelity Investments Experience June 2000 - August 2000
Job Regional HR Director at International Rescue Committee
Industry Nonprofit Organization Management
Experience
International Rescue Committee December 2009 - Present
Corporate Executive Board November 2006 - December 2009
Bristol-Myers Squibb July 2001 - October 2006
University of Minnesota Compensation Department 1999 - 2001
Fidelity Investments June 2000 - August 2000
Center for Global Education January 1998 - August 1999
Si-Sa-Yong-O-Sa, South Korea 1996 - 1997
Peace Corps 1993 - 1995
Skills
Talent Management, Performance Management, Organizational..., Employee Relations, Succession Planning, Employee Engagement, Workforce Planning, Onboarding, Recruiting, Organizational..., Human Resources, Interviews, Leadership, Change Management, Employee Benefits, Personnel Management, Organizational Design
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MA-HRIR, Human Resources & Industrial Relations
University of Wisconsin-Madison 1988 — 1992
BA, Economics & International Relations
International Rescue Committee December 2009 - Present
Corporate Executive Board November 2006 - December 2009
Bristol-Myers Squibb July 2001 - October 2006
University of Minnesota Compensation Department 1999 - 2001
Fidelity Investments June 2000 - August 2000
Center for Global Education January 1998 - August 1999
Si-Sa-Yong-O-Sa, South Korea 1996 - 1997
Peace Corps 1993 - 1995
Skills
Talent Management, Performance Management, Organizational..., Employee Relations, Succession Planning, Employee Engagement, Workforce Planning, Onboarding, Recruiting, Organizational..., Human Resources, Interviews, Leadership, Change Management, Employee Benefits, Personnel Management, Organizational Design
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MA-HRIR, Human Resources & Industrial Relations
University of Wisconsin-Madison 1988 — 1992
BA, Economics & International Relations
Margaret Yin's Fidelity Investments Experience April 2014 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Blue Cross Blue Shield of Michigan August 2013 - March 2014
Blue Cross Blue Shield of Michigan May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Matlab, Research, Social Media, C++, Public Speaking, SPSS, Data Analysis, Teamwork
Education
University of Michigan 2009 — 2013
Bachelor of Science (BS), Mathematics and Statistics
Fidelity Investments April 2014 - Present
Blue Cross Blue Shield of Michigan August 2013 - March 2014
Blue Cross Blue Shield of Michigan May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Matlab, Research, Social Media, C++, Public Speaking, SPSS, Data Analysis, Teamwork
Education
University of Michigan 2009 — 2013
Bachelor of Science (BS), Mathematics and Statistics
Manoj Kumar Abburi's Fidelity Investments Experience January 2015 - Present
Job OBIEE/Hyperion Interactive Reporting Admin/Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2015 - Present
DecisionWave Technologies Inc February 2014 - Present
Commonwealth of Massachusetts February 2014 - December 2014
Fidelity Investments September 2011 - February 2014
Sagarsoft, Inc September 2011 - February 2014
Biogen Idec January 2011 - August 2011
AMC Theatres April 2010 - December 2010
Skills
OBIEE, Oracle, Informatica, SDLC, SQL, PL/SQL, ETL, Data Warehousing, OBIEE Administration, Web Services, C++, Unix Shell Scripting, Data Modeling, Eclipse, Unix, Java Enterprise Edition, Shell Scripting, Business Requirements, DAC, QlikView, ODI, System Administration, Apex Programming, OHS, JAWS, Accessibility, OBIEE Architecture, Hyperion Interactive..., Qliksense, Databases, Requirements Analysis
Education
University of Missouri-Kansas City 2009 — 2010
Master's degree, Computer Science
Narayana junior college, Hyderabad
Narayana junior college, Hyderabad
Fidelity Investments January 2015 - Present
DecisionWave Technologies Inc February 2014 - Present
Commonwealth of Massachusetts February 2014 - December 2014
Fidelity Investments September 2011 - February 2014
Sagarsoft, Inc September 2011 - February 2014
Biogen Idec January 2011 - August 2011
AMC Theatres April 2010 - December 2010
Skills
OBIEE, Oracle, Informatica, SDLC, SQL, PL/SQL, ETL, Data Warehousing, OBIEE Administration, Web Services, C++, Unix Shell Scripting, Data Modeling, Eclipse, Unix, Java Enterprise Edition, Shell Scripting, Business Requirements, DAC, QlikView, ODI, System Administration, Apex Programming, OHS, JAWS, Accessibility, OBIEE Architecture, Hyperion Interactive..., Qliksense, Databases, Requirements Analysis
Education
University of Missouri-Kansas City 2009 — 2010
Master's degree, Computer Science
Narayana junior college, Hyderabad
Narayana junior college, Hyderabad
Samantha Schumacher Samantha Schumacher's Fidelity Investments Experience October 2013 - Present
Job Brokerage Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
The Remarkables May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Public Speaking, Budgets
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science, Finance & Banking
Fidelity Investments October 2013 - Present
The Remarkables May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Public Speaking, Budgets
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science, Finance & Banking
Renée Kuwahara's Fidelity Investments Experience 1989 - 1995
Job CLevel Executive/Global Business Leader, building worldclass customer care, BPO and services organizations
Industry Executive Office
Experience
Safety Services Company March 2015 - Present
UnitedHealth Group- Optum January 2014 - January 2015
The Hartford June 2009 - January 2014
24/7 Customer Inc February 2006 - November 2008
Customer Experience Consulting, LLC 2005 - 2005
Convergys 2002 - 2005
Convergys 2000 - 2002
Convergys 1995 - 2000
Fidelity Investments 1989 - 1995
Electronic Data Systems 1983 - 1989
Skills
Business Strategy, Business Development, Profit Maximization, Business Process..., Outsourcing, Offshoring, Global Client Management, Team Building, Executive Management, Strategic Leadership, Business Transformation, Customer Experience, Customer Acquisition, Customer Satisfaction, Market Research, Business Intelligence, Acquisition Integration, Business Capture, Pricing Strategy, Contact Center..., Technology Leadership, Operations Management, Continuous Improvement, Global Management, Change Management, Performance Management, CRM, Cross-functional Team..., Strategy, Leadership, Management, Product Management, Mergers & Acquisitions, Six Sigma, Professional Services, Business Process, Global & Offshore..., Contact/Call Center..., Customer Experience..., BPO Contract Negotiation, Operations & Process..., Client Relationship..., Financial Management -..., Data Analytics, Business Startup,..., Customer Satisfaction &..., Talent Acquisition &..., Strategic Partnerships, Process Improvement, P&L Management
Education
University of Michigan - Stephen M. Ross School of Business
BBA
Safety Services Company March 2015 - Present
UnitedHealth Group- Optum January 2014 - January 2015
The Hartford June 2009 - January 2014
24/7 Customer Inc February 2006 - November 2008
Customer Experience Consulting, LLC 2005 - 2005
Convergys 2002 - 2005
Convergys 2000 - 2002
Convergys 1995 - 2000
Fidelity Investments 1989 - 1995
Electronic Data Systems 1983 - 1989
Skills
Business Strategy, Business Development, Profit Maximization, Business Process..., Outsourcing, Offshoring, Global Client Management, Team Building, Executive Management, Strategic Leadership, Business Transformation, Customer Experience, Customer Acquisition, Customer Satisfaction, Market Research, Business Intelligence, Acquisition Integration, Business Capture, Pricing Strategy, Contact Center..., Technology Leadership, Operations Management, Continuous Improvement, Global Management, Change Management, Performance Management, CRM, Cross-functional Team..., Strategy, Leadership, Management, Product Management, Mergers & Acquisitions, Six Sigma, Professional Services, Business Process, Global & Offshore..., Contact/Call Center..., Customer Experience..., BPO Contract Negotiation, Operations & Process..., Client Relationship..., Financial Management -..., Data Analytics, Business Startup,..., Customer Satisfaction &..., Talent Acquisition &..., Strategic Partnerships, Process Improvement, P&L Management
Education
University of Michigan - Stephen M. Ross School of Business
BBA
Charles Hinde's Fidelity Investments Experience May 2014 - August 2014
Job Student at University of Missouri
Industry
Experience
Fidelity Investments May 2014 - August 2014
Heritage Investments May 2013 - August 2013
J.R. Simplot Company May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Teamwork, Leadership, Corporate Finance, Microsoft Word, Public Speaking, Customer Service, Team Leadership, Team Building, Strategic Planning, Event Planning, Supervisory Skills, Management, Research, Critical Thinking, Project Planning, Sales, QuickBooks, Access, Mergers & Acquisitions, Social Media Marketing, Inventory Management, Spanish, Public Relations, Fundraising, Accounts Receivable, Process Scheduler, SAP, Nonprofits, Negotiation, Budgets, Social Media, Market Research, Data Entry, Process Improvement, Analysis, Data Analysis, Marketing, Windows, Outlook, Risk Management, Facebook, Photoshop
Education
University of Missouri-Columbia 2010 — 2014
Bachelor's of Science in Business Administration, Finance and Banking, Economics
Fidelity Investments May 2014 - August 2014
Heritage Investments May 2013 - August 2013
J.R. Simplot Company May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Teamwork, Leadership, Corporate Finance, Microsoft Word, Public Speaking, Customer Service, Team Leadership, Team Building, Strategic Planning, Event Planning, Supervisory Skills, Management, Research, Critical Thinking, Project Planning, Sales, QuickBooks, Access, Mergers & Acquisitions, Social Media Marketing, Inventory Management, Spanish, Public Relations, Fundraising, Accounts Receivable, Process Scheduler, SAP, Nonprofits, Negotiation, Budgets, Social Media, Market Research, Data Entry, Process Improvement, Analysis, Data Analysis, Marketing, Windows, Outlook, Risk Management, Facebook, Photoshop
Education
University of Missouri-Columbia 2010 — 2014
Bachelor's of Science in Business Administration, Finance and Banking, Economics
Charlie Keller Charlie Keller's Fidelity Investments Experience October 2013 - Present
Job VP, External Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments October 2013 - Present
Columbia Management May 2010 - October 2013
Ameriprise Financial August 2007 - October 2013
RiverSource Investments August 2007 - May 2010
KMSP August 2005 - August 2007
WFSB February 2004 - July 2005
WFTV 2000 - 2004
KGW January 1998 - February 2000
KMSP-TV 1996 - 1998
Radio K 1991 - 1995
Skills
Strategic Communications, Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Press Releases, Copywriting, Editing, Speech Writing, AP Style, Communications Planning, Journalism, Broadcast, Video Production, Publicity, Storytelling, News Writing, Copy Editing, Reputation Management, Broadcast Journalism, Web Content, Content Strategy, New Media, Newsletters, Content Development, Communication Training
Education
University of Minnesota-Twin Cities 1989 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism
Hill-Murray 1985 — 1989
Fidelity Investments October 2013 - Present
Columbia Management May 2010 - October 2013
Ameriprise Financial August 2007 - October 2013
RiverSource Investments August 2007 - May 2010
KMSP August 2005 - August 2007
WFSB February 2004 - July 2005
WFTV 2000 - 2004
KGW January 1998 - February 2000
KMSP-TV 1996 - 1998
Radio K 1991 - 1995
Skills
Strategic Communications, Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Press Releases, Copywriting, Editing, Speech Writing, AP Style, Communications Planning, Journalism, Broadcast, Video Production, Publicity, Storytelling, News Writing, Copy Editing, Reputation Management, Broadcast Journalism, Web Content, Content Strategy, New Media, Newsletters, Content Development, Communication Training
Education
University of Minnesota-Twin Cities 1989 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism
Hill-Murray 1985 — 1989
Michele Gingerich Michele Gingerich's Fidelity Investments Experience July 2006 - August 2009
Job Senior Business Systems Analyst at Citi
Industry Information Technology and Services
Experience
Citi March 2012 - Present
Vantiv June 2011 - March 2012
Fifth Third Processing Solutions February 2010 - June 2011
Bridge Worldwide September 2009 - October 2009
Fidelity Investments July 2006 - August 2009
Comair February 2005 - July 2006
AT&T March 1987 - December 2004
Skills
Software Documentation, SDLC, SQL, Data Analysis, Requirements Analysis, Analysis, Software Project..., Quality Assurance, Testing, Risk Management, Software Development, Business Analysis, Leadership, Management, Business Process, Project Management, Visio, Troubleshooting
Education
University of Minnesota-Twin Cities 1981 — 1986
BA
Abraham Lincoln High School 1978 — 1981
High School Diploma
Citi March 2012 - Present
Vantiv June 2011 - March 2012
Fifth Third Processing Solutions February 2010 - June 2011
Bridge Worldwide September 2009 - October 2009
Fidelity Investments July 2006 - August 2009
Comair February 2005 - July 2006
AT&T March 1987 - December 2004
Skills
Software Documentation, SDLC, SQL, Data Analysis, Requirements Analysis, Analysis, Software Project..., Quality Assurance, Testing, Risk Management, Software Development, Business Analysis, Leadership, Management, Business Process, Project Management, Visio, Troubleshooting
Education
University of Minnesota-Twin Cities 1981 — 1986
BA
Abraham Lincoln High School 1978 — 1981
High School Diploma
John Rikala John Rikala's Fidelity Investments Experience 2001 - 2002
Job Vice President, Development at OneShield
Industry Information Services
Experience
OneShield December 2007 - Present
OneShield March 2003 - November 2007
Fidelity Investments 2001 - 2002
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Keane 1994 - 1996
Keane 1993 - 1994
Control Data Corporation 1990 - 1993
Control Data Corporation 1975 - 1990
Skills
Integration, SDLC, Requirements Analysis, IT Management, Business Analysis, Software Development, Software Project..., Agile Methodologies, Insurance, Enterprise Architecture, Business Intelligence, IT Strategy, Requirements Gathering, Program Management, Business Process, Management Consulting, SOA, Vendor Management, SQL, Enterprise Software, Process Improvement, Management, Solution Architecture, Oracle, Professional Services, Data Warehousing, Business Process..., Professional Services..., Application Development, Databases, Resource Management, PL/SQL, Analysis, Team Management, Property, Java
Education
University of Minnesota - Carlson School of Management
MBA, Business Administration
University of Minnesota-Twin Cities
BA, English
OneShield December 2007 - Present
OneShield March 2003 - November 2007
Fidelity Investments 2001 - 2002
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Keane 1994 - 1996
Keane 1993 - 1994
Control Data Corporation 1990 - 1993
Control Data Corporation 1975 - 1990
Skills
Integration, SDLC, Requirements Analysis, IT Management, Business Analysis, Software Development, Software Project..., Agile Methodologies, Insurance, Enterprise Architecture, Business Intelligence, IT Strategy, Requirements Gathering, Program Management, Business Process, Management Consulting, SOA, Vendor Management, SQL, Enterprise Software, Process Improvement, Management, Solution Architecture, Oracle, Professional Services, Data Warehousing, Business Process..., Professional Services..., Application Development, Databases, Resource Management, PL/SQL, Analysis, Team Management, Property, Java
Education
University of Minnesota - Carlson School of Management
MBA, Business Administration
University of Minnesota-Twin Cities
BA, English
Tony Galang Tony Galang's Fidelity Investments Experience April 2011 - April 2012
Job Enterprise Holdings, Inc Management Training
Industry Consumer Services
Experience
Enterprise Holdings Inc. May 2012 - Present
MRG Nutrition April 2010 - Present
Fidelity Investments April 2011 - April 2012
Lincoln College of Technology November 2008 - March 2010
Honours Golf May 2006 - October 2008
Remington College September 2003 - April 2006
Corinthian Colleges June 2001 - September 2003
Concorde Career Institute 1991 - 2000
Oklahoma Junior College 1989 - 1991
Kansas City Business College 1987 - 1989
Skills
Admissions, Student Financial Aid, Student Affairs, Enrollment Management, Critical Thinking, PowerPoint, Recruiting, Resume Writing, Staff Development, Teaching, Program Development, Administration, Career Counseling, Customer Service, Academia, Conflict Resolution, Student Engagement, Educational Leadership, Instructional Design, Curriculum Design, Coaching, Management, Leadership, Academic Advising, Educational Technology, Research, Training, Curriculum Development, Public Speaking, Adult Education, Leadership Development, Job Coaching, Student Development, Non-profits, Student Counseling, Analysis, Campus, Employee Training, Retaining Customers, Fundraising, Accreditation, Classroom, System Administration, Program Management, Strategic Planning, Academic Administration, Community Outreach, Sales, Student Recruiting, Marketing
Education
University of Michigan 1971 — 1975
B.S., Medical Sciences
Enterprise Holdings Inc. May 2012 - Present
MRG Nutrition April 2010 - Present
Fidelity Investments April 2011 - April 2012
Lincoln College of Technology November 2008 - March 2010
Honours Golf May 2006 - October 2008
Remington College September 2003 - April 2006
Corinthian Colleges June 2001 - September 2003
Concorde Career Institute 1991 - 2000
Oklahoma Junior College 1989 - 1991
Kansas City Business College 1987 - 1989
Skills
Admissions, Student Financial Aid, Student Affairs, Enrollment Management, Critical Thinking, PowerPoint, Recruiting, Resume Writing, Staff Development, Teaching, Program Development, Administration, Career Counseling, Customer Service, Academia, Conflict Resolution, Student Engagement, Educational Leadership, Instructional Design, Curriculum Design, Coaching, Management, Leadership, Academic Advising, Educational Technology, Research, Training, Curriculum Development, Public Speaking, Adult Education, Leadership Development, Job Coaching, Student Development, Non-profits, Student Counseling, Analysis, Campus, Employee Training, Retaining Customers, Fundraising, Accreditation, Classroom, System Administration, Program Management, Strategic Planning, Academic Administration, Community Outreach, Sales, Student Recruiting, Marketing
Education
University of Michigan 1971 — 1975
B.S., Medical Sciences
Steve Milholen Steve Milholen's Fidelity Investments Experience May 2011 - Present
Job VP, Regional Manager Personal and Workplace Investing at Fidelity Investments
Industry Financial Services
Ryan Prescher, CRPC® Ryan Prescher, CRPC®'s Fidelity Investments Experience September 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - September 2014
Banana Republic - Mall of America July 2010 - March 2011
Rochester Area Family Y August 2004 - January 2010
Reaktion Books January 2009 - April 2009
Minnesota Judicial Branch September 2008 - December 2008
Skills
Retirement Planning, Finance, Financial Planning, Investments, Retirement, Insurance, Management, Series 7
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Arts
Fidelity Investments September 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - September 2014
Banana Republic - Mall of America July 2010 - March 2011
Rochester Area Family Y August 2004 - January 2010
Reaktion Books January 2009 - April 2009
Minnesota Judicial Branch September 2008 - December 2008
Skills
Retirement Planning, Finance, Financial Planning, Investments, Retirement, Insurance, Management, Series 7
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Arts
Marcia Mantell's Fidelity Investments Experience September 1992 - June 2005
Job Owner, Mantell Retirement Consulting, Inc.
Industry Financial Services
Experience
Mantell Retirement Consulting, Inc. June 2005 - Present
Retirement Income Industry Association 2006 - 2012
Fidelity Investments September 1992 - June 2005
Fidelity Investments Institutional Services (FIIS) 2003 - 2005
The Agency at Fidelity Investments 1992 - 1996
Potpourri Collection 1989 - 1992
Fingerhut Corporation 1984 - 1987
Skills
Retirement, Retirement Income..., Retirement Planning, Leadership, Employee Benefits, Financial Services, Investments, Wealth Accumulation, Financial Advisory, 401k, Mutual Funds, Wealth Management, Program Management, Retirement Plan..., IRAs, Fixed Annuities, Strategy, Marketing, Series 7, Management, Relationship Management, Business Development
Education
University of Minnesota-Twin Cities 1983 — 1986
Business and Marketing coursework
University of Rochester 1979 — 1983
BA, Science
Mantell Retirement Consulting, Inc. June 2005 - Present
Retirement Income Industry Association 2006 - 2012
Fidelity Investments September 1992 - June 2005
Fidelity Investments Institutional Services (FIIS) 2003 - 2005
The Agency at Fidelity Investments 1992 - 1996
Potpourri Collection 1989 - 1992
Fingerhut Corporation 1984 - 1987
Skills
Retirement, Retirement Income..., Retirement Planning, Leadership, Employee Benefits, Financial Services, Investments, Wealth Accumulation, Financial Advisory, 401k, Mutual Funds, Wealth Management, Program Management, Retirement Plan..., IRAs, Fixed Annuities, Strategy, Marketing, Series 7, Management, Relationship Management, Business Development
Education
University of Minnesota-Twin Cities 1983 — 1986
Business and Marketing coursework
University of Rochester 1979 — 1983
BA, Science
Alex Mendiola Alex Mendiola's Fidelity Investments Experience April 2008 - April 2011
Job Secondary English Teacher
Industry E-Learning
Experience
Romulus Community Schools June 2012 - Present
University of Michigan September 2011 - Present
American Heart Association September 2009 - Present
Romulus Community Schools August 2013 - March 2014
Tappan Players February 2012 - March 2012
Tappan Players June 2010 - April 2011
Fidelity Investments April 2008 - April 2011
Edward Jones September 2006 - March 2008
Rovi June 2005 - September 2006
Skills
Asset Allocation, Public Speaking, Investments, Sales, Portfolio Management, Asset Managment, Strategic Planning, Marketing, Microsoft Office, Project Management, Insurance, Strategic Financial..., instructional design, Assessment, English Composition, English Literature, English, Theatre, Acting, Directing, Film Production, Film Actor, Drama, Literature, Teaching
Education
University of Michigan 2012 — 2013
Master of Arts (M.A.), Education
University of Michigan 2001 — 2004
BA, Fine Arts
Romulus Community Schools June 2012 - Present
University of Michigan September 2011 - Present
American Heart Association September 2009 - Present
Romulus Community Schools August 2013 - March 2014
Tappan Players February 2012 - March 2012
Tappan Players June 2010 - April 2011
Fidelity Investments April 2008 - April 2011
Edward Jones September 2006 - March 2008
Rovi June 2005 - September 2006
Skills
Asset Allocation, Public Speaking, Investments, Sales, Portfolio Management, Asset Managment, Strategic Planning, Marketing, Microsoft Office, Project Management, Insurance, Strategic Financial..., instructional design, Assessment, English Composition, English Literature, English, Theatre, Acting, Directing, Film Production, Film Actor, Drama, Literature, Teaching
Education
University of Michigan 2012 — 2013
Master of Arts (M.A.), Education
University of Michigan 2001 — 2004
BA, Fine Arts
Brian Lomax Brian Lomax's Fidelity Investments Experience August 2003 - July 2010
Job Making great competitors, Speaker, Writer, M. Ed.
Industry Sports
Experience
PerformanceXtra June 2010 - Present
Connecticut College March 2012 - June 2014
TIAA-CREF March 2011 - January 2014
Fidelity Investments August 2003 - July 2010
Veridiem 2000 - 2003
Putnam Investments 1998 - 2000
Ajilon Consulting 1998 - 2000
Fleet Bank 1990 - 1998
Skills
Coaching, Mental Toughness, Writing, Public Speaking, Presentations, Process Engineering, Tennis, Program Management, Sports, Training, Quality Assurance, Teaching, Strategy, Management, Customer Service, Leadership, Analysis, Team Building, Leadership Development, Data Analysis, Project Management, Social Media, Entrepreneurship, Event Management, Marketing, Strategic Planning, Social Networking, Event Planning, Organizational..., Consulting, Mentoring, Athletics
Education
University of Missouri-Columbia 2014 — 2015
Master of Education (M.Ed.), Counseling Psychology - Positive Coaching
Vanderbilt University 1985 — 1989
BA, Spanish, Political Science
Barrington High School 1981 — 1985
PerformanceXtra June 2010 - Present
Connecticut College March 2012 - June 2014
TIAA-CREF March 2011 - January 2014
Fidelity Investments August 2003 - July 2010
Veridiem 2000 - 2003
Putnam Investments 1998 - 2000
Ajilon Consulting 1998 - 2000
Fleet Bank 1990 - 1998
Skills
Coaching, Mental Toughness, Writing, Public Speaking, Presentations, Process Engineering, Tennis, Program Management, Sports, Training, Quality Assurance, Teaching, Strategy, Management, Customer Service, Leadership, Analysis, Team Building, Leadership Development, Data Analysis, Project Management, Social Media, Entrepreneurship, Event Management, Marketing, Strategic Planning, Social Networking, Event Planning, Organizational..., Consulting, Mentoring, Athletics
Education
University of Missouri-Columbia 2014 — 2015
Master of Education (M.Ed.), Counseling Psychology - Positive Coaching
Vanderbilt University 1985 — 1989
BA, Spanish, Political Science
Barrington High School 1981 — 1985
Nick Hendrix, CFP® Nick Hendrix, CFP®'s Fidelity Investments Experience April 2013 - Present
Job VP/Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments January 2000 - March 2013
Fidelity Investments January 1998 - December 1999
Fidelity Investments November 1995 - December 1997
Fidelity Investments November 1993 - October 1994
Education
University of Missouri-Saint Louis 1996 — 1998
Masters of Science, Economics
University of Missouri-Saint Louis 1987 — 1993
Bachelors of Science, Business Administration with an emphasis in Finance
University of Missouri-Saint Louis 1987 — 1992
Bachelors of Science, Economics
University of Missouri-Saint Louis 1987 — 1992
Honors Certificate, Pierre Laclede Honors College
Fidelity Investments April 2013 - Present
Fidelity Investments January 2000 - March 2013
Fidelity Investments January 1998 - December 1999
Fidelity Investments November 1995 - December 1997
Fidelity Investments November 1993 - October 1994
Education
University of Missouri-Saint Louis 1996 — 1998
Masters of Science, Economics
University of Missouri-Saint Louis 1987 — 1993
Bachelors of Science, Business Administration with an emphasis in Finance
University of Missouri-Saint Louis 1987 — 1992
Bachelors of Science, Economics
University of Missouri-Saint Louis 1987 — 1992
Honors Certificate, Pierre Laclede Honors College
Jack Kim Jack Kim's Fidelity Investments Experience 1995 - 1997
Job Principal at KORE Investments
Industry Commercial Real Estate
Experience
KORE Investments, LLC July 2003 - Present
Peakview Center Executive Suites 2007 - Present
Denver Scholarship Foundation May 2008 - August 2014
Charles Schwab 1997 - 2003
Fidelity Investments 1995 - 1997
Skills
Negotiation, Asset Management, Investments, Economics, Real Estate, Contract Negotiation, Strategic Planning, Public Policy, Political Campaigns, Asset Managment, Commercial Real Estate, Financial Analysis, Leases, Non-profits, Brokerage, Real Estate Development, Shopping Centers, Land Acquisition, Corporate Real Estate, Nonprofits, Mergers & Acquisitions, Property Management, Joint Ventures, Investment Properties, Small Business, Lease Negotiations, Executive Management
Education
Ann Arbor Huron High School 1983 — 1985
Herricks High School 1982 — 1985
University of Michigan
Western Michigan University
M.A., Economics
KORE Investments, LLC July 2003 - Present
Peakview Center Executive Suites 2007 - Present
Denver Scholarship Foundation May 2008 - August 2014
Charles Schwab 1997 - 2003
Fidelity Investments 1995 - 1997
Skills
Negotiation, Asset Management, Investments, Economics, Real Estate, Contract Negotiation, Strategic Planning, Public Policy, Political Campaigns, Asset Managment, Commercial Real Estate, Financial Analysis, Leases, Non-profits, Brokerage, Real Estate Development, Shopping Centers, Land Acquisition, Corporate Real Estate, Nonprofits, Mergers & Acquisitions, Property Management, Joint Ventures, Investment Properties, Small Business, Lease Negotiations, Executive Management
Education
Ann Arbor Huron High School 1983 — 1985
Herricks High School 1982 — 1985
University of Michigan
Western Michigan University
M.A., Economics
Jeffrey Costello Jeffrey Costello's Fidelity Investments Experience January 2006 - November 2008
Job IT Project Manager at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual March 2011 - Present
Open Solutions November 2008 - April 2011
Fidelity Investments January 2006 - November 2008
Fidelity Investments January 2003 - December 2005
Fidelity Investments September 2000 - December 2002
VALLEY REGIONAL HOSPITAL August 1997 - September 2000
Education
University of Missouri-Columbia 1990 — 1993
MHA, Masters of Healthcare Administration
University of Missouri-Columbia 1987 — 1990
BHS, Bachelor of Health Science
Liberty Mutual March 2011 - Present
Open Solutions November 2008 - April 2011
Fidelity Investments January 2006 - November 2008
Fidelity Investments January 2003 - December 2005
Fidelity Investments September 2000 - December 2002
VALLEY REGIONAL HOSPITAL August 1997 - September 2000
Education
University of Missouri-Columbia 1990 — 1993
MHA, Masters of Healthcare Administration
University of Missouri-Columbia 1987 — 1990
BHS, Bachelor of Health Science
Brian Walker, PMP® Brian Walker, PMP®'s Fidelity Investments Experience January 2006 - Present
Job •Data Conversion Manager, IT Senior Project Manager
Industry Financial Services
Experience
Fidelity Investments January 2006 - Present
Fidelity Investments January 2003 - December 2006
Fidelity Investments January 1999 - 2003
Standard Parking, LLC January 1995 - January 1998
Skills
Project Management, Business Analysis, Software Development, Analysis, SDLC, Visio, Process Improvement, SQL, Management, Software Documentation, PMP
Education
Chubb Institute
University of Missouri-Columbia
B.A, Business
University of Missouri-Rolla
Electrical Engineering
Fidelity Investments January 2006 - Present
Fidelity Investments January 2003 - December 2006
Fidelity Investments January 1999 - 2003
Standard Parking, LLC January 1995 - January 1998
Skills
Project Management, Business Analysis, Software Development, Analysis, SDLC, Visio, Process Improvement, SQL, Management, Software Documentation, PMP
Education
Chubb Institute
University of Missouri-Columbia
B.A, Business
University of Missouri-Rolla
Electrical Engineering
Garrett Grove, CFP®'s Fidelity Investments Experience May 2009 - March 2011
Job Assistant Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Fidelity Investments May 2009 - March 2011
Fidelity Investments April 2007 - May 2009
Skills
Certified Financial..., Series 7, Series 66, Life and Health..., Retirement Planning
Education
University of Montana 2002 — 2006
Bachelor's degree, Communication Studies/Business
Merrill Lynch May 2011 - Present
Fidelity Investments May 2009 - March 2011
Fidelity Investments April 2007 - May 2009
Skills
Certified Financial..., Series 7, Series 66, Life and Health..., Retirement Planning
Education
University of Montana 2002 — 2006
Bachelor's degree, Communication Studies/Business
Larisa Gershilevich Larisa Gershilevich's Fidelity Investments Experience October 2007 - March 2009
Job Sales Manager, Wells Fargo Advisors Solutions, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Sterneck Capital Management LLC December 2013 - October 2014
Charles Schwab & Co., Inc. June 2009 - October 2013
Fidelity Investments October 2007 - March 2009
Harris Bank, Harris Investor Services, Inc. July 2005 - November 2007
TD Waterhouse November 2004 - July 2005
Charles Schwab May 2003 - November 2004
Charles Schwab May 1999 - May 2003
Skills
CRM, Leadership, Recruiting, Business Development, Management, Training, Sales, Team Building, Coaching, Banking, Financial Services, Human Resources, Sales Process, Employee Training, Finance, Strategic Financial...
Education
University of Missouri-Saint Louis 1987 — 1992
BA, Communications
Univesity of Missouri
Wells Fargo Advisors, LLC November 2014 - Present
Sterneck Capital Management LLC December 2013 - October 2014
Charles Schwab & Co., Inc. June 2009 - October 2013
Fidelity Investments October 2007 - March 2009
Harris Bank, Harris Investor Services, Inc. July 2005 - November 2007
TD Waterhouse November 2004 - July 2005
Charles Schwab May 2003 - November 2004
Charles Schwab May 1999 - May 2003
Skills
CRM, Leadership, Recruiting, Business Development, Management, Training, Sales, Team Building, Coaching, Banking, Financial Services, Human Resources, Sales Process, Employee Training, Finance, Strategic Financial...
Education
University of Missouri-Saint Louis 1987 — 1992
BA, Communications
Univesity of Missouri
Natalee Binkholder Natalee Binkholder's Fidelity Investments Experience May 2005 - August 2005
Job Legislative Director & Counsel for U.S. Rep. Mick Mulvaney (SC05)
Industry Government Relations
Experience
U.S. Rep. Mick Mulvaney November 2012 - Present
U.S. House of Representatives September 2011 - November 2012
State of Nevada October 2007 - February 2011
Wal-Mart May 2006 - August 2006
University of Missouri August 2004 - September 2005
Fidelity Investments May 2005 - August 2005
KOMU-TV February 2003 - September 2003
Skills
Litigation, Legal Issues, Legislative Relations, Legislation, Legal Research, Legal Writing, Public Policy, Public Speaking, Policy, Research, Editing, Politics, Public Relations, Policy Analysis, Westlaw, Legislative Research, Government
Education
University of Missouri-Columbia School of Law 2004 — 2007
Juris Doctorate, Law
University of Missouri-Columbia 2001 — 2004
Bachelor of Jounalism, Broadcast, Minor in Sociology
U.S. Rep. Mick Mulvaney November 2012 - Present
U.S. House of Representatives September 2011 - November 2012
State of Nevada October 2007 - February 2011
Wal-Mart May 2006 - August 2006
University of Missouri August 2004 - September 2005
Fidelity Investments May 2005 - August 2005
KOMU-TV February 2003 - September 2003
Skills
Litigation, Legal Issues, Legislative Relations, Legislation, Legal Research, Legal Writing, Public Policy, Public Speaking, Policy, Research, Editing, Politics, Public Relations, Policy Analysis, Westlaw, Legislative Research, Government
Education
University of Missouri-Columbia School of Law 2004 — 2007
Juris Doctorate, Law
University of Missouri-Columbia 2001 — 2004
Bachelor of Jounalism, Broadcast, Minor in Sociology
David Wagener David Wagener's Fidelity Investments Experience October 2009 - June 2013
Job Regulatory Affairs, Legal at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Fidelity Investments October 2009 - June 2013
Canaccord Genuity Inc. July 2006 - September 2009
Edward Jones January 1990 - July 2006
Skills
Trading, Series 7, Series 24, Series 63, Financial Markets, Financial Regulation, Financial Services, Operations, Risk Management, Risk Assessment, Operational Risk, Fixed Income, Equity Trading, Equity Capital Markets, Research, Investment Banking, Anti Money Laundering, Internal Investigations, Regulatory Affairs, Regulatory Requirements, Securities Regulation, SEC Regulations, FINRA, Series 9/10, Regulatory Compliance, Compliance Management, Leadership, Coaching, AML
Education
Webster University 2005 — 2008
Master of Arts (M.A.), Legal Analysis
University of Missouri - St. Louis 1995 — 1998
Master of Business Administration (M.B.A.)
LPL Financial November 2013 - Present
Fidelity Investments October 2009 - June 2013
Canaccord Genuity Inc. July 2006 - September 2009
Edward Jones January 1990 - July 2006
Skills
Trading, Series 7, Series 24, Series 63, Financial Markets, Financial Regulation, Financial Services, Operations, Risk Management, Risk Assessment, Operational Risk, Fixed Income, Equity Trading, Equity Capital Markets, Research, Investment Banking, Anti Money Laundering, Internal Investigations, Regulatory Affairs, Regulatory Requirements, Securities Regulation, SEC Regulations, FINRA, Series 9/10, Regulatory Compliance, Compliance Management, Leadership, Coaching, AML
Education
Webster University 2005 — 2008
Master of Arts (M.A.), Legal Analysis
University of Missouri - St. Louis 1995 — 1998
Master of Business Administration (M.B.A.)
Benjamin Wels Benjamin Wels's Fidelity Investments Experience June 2013 - Present
Job VP Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
TD Ameritrade July 2012 - May 2013
TD Ameritrade 2009 - July 2012
Ameriprise Financial Services, Inc. (RiverSource Distributors) 2007 - March 2009
Ameriprise Financial Services Inc. 2002 - 2009
Skills
Series 24, Wealth Management, Investments, Portfolio Management, Securities, Financial Services, Sales, Uniform Combined State..., Asset Management, Recruiting, CRM, Investment Advisory, Marketing, Asset Allocation, Series 7, Retirement, Training, Financial Advisory, Series 63, Equities, Strategic Financial..., Relationship Management, Mutual Funds, Retirement Planning, Investment Strategies, Series 65, FINRA, Risk Management, 401k, Fixed Annuities
Education
University of Minnesota-Twin Cities 1999 — 2002
B.S., Finance
Fidelity Investments June 2013 - Present
TD Ameritrade July 2012 - May 2013
TD Ameritrade 2009 - July 2012
Ameriprise Financial Services, Inc. (RiverSource Distributors) 2007 - March 2009
Ameriprise Financial Services Inc. 2002 - 2009
Skills
Series 24, Wealth Management, Investments, Portfolio Management, Securities, Financial Services, Sales, Uniform Combined State..., Asset Management, Recruiting, CRM, Investment Advisory, Marketing, Asset Allocation, Series 7, Retirement, Training, Financial Advisory, Series 63, Equities, Strategic Financial..., Relationship Management, Mutual Funds, Retirement Planning, Investment Strategies, Series 65, FINRA, Risk Management, 401k, Fixed Annuities
Education
University of Minnesota-Twin Cities 1999 — 2002
B.S., Finance
Arthi Kumar's Fidelity Investments Experience June 2012 - August 2012
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2014 - Present
Goldman Sachs June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Strategy, Microsoft Excel, SPSS, Securities, Finance, Valuation, Economics, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Data Analysis, Mandarin
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Lazard June 2014 - Present
Goldman Sachs June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Strategy, Microsoft Excel, SPSS, Securities, Finance, Valuation, Economics, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Data Analysis, Mandarin
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Heather Horton Heather Horton's Fidelity Investments Experience April 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments September 2011 - April 2014
Ellis Benefits Group, Inc. September 2008 - September 2011
Education
Christian Brothers University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, (Marketing Focus), 4.0/4.0
University of Mississippi - School of Business Administration 2004 — 2008
Finance, Managerial Finance
Fidelity Investments April 2014 - Present
Fidelity Investments September 2011 - April 2014
Ellis Benefits Group, Inc. September 2008 - September 2011
Education
Christian Brothers University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, (Marketing Focus), 4.0/4.0
University of Mississippi - School of Business Administration 2004 — 2008
Finance, Managerial Finance
Claudia Henderson Claudia Henderson's Fidelity Investments Experience April 2007 - March 2010
Job HR Business Partner
Industry Information Technology and Services
Experience
Intuit March 2015 - Present
Executive Office of Health and Human Services April 2013 - January 2015
Steward Health Care July 2012 - April 2013
Steward Health Care March 2011 - July 2012
Steward Health Care April 2010 - March 2011
Fidelity Investments April 2007 - March 2010
Johnson & Johnson August 2003 - May 2006
Essence Magazine June 2002 - July 2003
Johnson & Johnson April 2000 - June 2002
Skills
Deferred Compensation, Labor Relations, Employee Relations, Talent Management, Employee Benefits, Performance Management, Organizational..., Leadership Development, Change Management, Policy, Succession Planning, Onboarding, Employee Engagement, Organizational Design, Organizational..., Coaching, Talent Acquisition, Human Resources, Performance Improvement, Recruiting, Workforce Planning, Leadership, Strategic Planning, Management, Program Management, Strategy, Process Improvement
Education
New School for Social Research 1996 — 1998
M.S., Urban Policy Analysis and Management
Bates College 1991 — 1995
B.A., Double Major, Political Science and African American Studies, Minor, French
University of Michigan 1993 — 1993
Fellowship, Woodrow Wilson Fellow - Public Policy
Intuit March 2015 - Present
Executive Office of Health and Human Services April 2013 - January 2015
Steward Health Care July 2012 - April 2013
Steward Health Care March 2011 - July 2012
Steward Health Care April 2010 - March 2011
Fidelity Investments April 2007 - March 2010
Johnson & Johnson August 2003 - May 2006
Essence Magazine June 2002 - July 2003
Johnson & Johnson April 2000 - June 2002
Skills
Deferred Compensation, Labor Relations, Employee Relations, Talent Management, Employee Benefits, Performance Management, Organizational..., Leadership Development, Change Management, Policy, Succession Planning, Onboarding, Employee Engagement, Organizational Design, Organizational..., Coaching, Talent Acquisition, Human Resources, Performance Improvement, Recruiting, Workforce Planning, Leadership, Strategic Planning, Management, Program Management, Strategy, Process Improvement
Education
New School for Social Research 1996 — 1998
M.S., Urban Policy Analysis and Management
Bates College 1991 — 1995
B.A., Double Major, Political Science and African American Studies, Minor, French
University of Michigan 1993 — 1993
Fellowship, Woodrow Wilson Fellow - Public Policy
Gary M. Pryka, CFP® Gary M. Pryka, CFP®'s Fidelity Investments Experience 1992 - 2013
Job Millennium Wealth Management
Industry Financial Services
Experience
Millennium Wealth Management July 2013 - Present
Fidelity Investments 1992 - 2013
Skills
Investments, Fixed Income, Financial Analysis, Management, Portfolio Management, Strategic Financial..., Mutual Funds, Risk Management, Financial Services, Wealth Management, Investment Management, Microsoft Word, Finance, Investment Banking, ETFs, High Net Worth..., Securities, Financial Advisory
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Michigan Business School
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Millennium Wealth Management July 2013 - Present
Fidelity Investments 1992 - 2013
Skills
Investments, Fixed Income, Financial Analysis, Management, Portfolio Management, Strategic Financial..., Mutual Funds, Risk Management, Financial Services, Wealth Management, Investment Management, Microsoft Word, Finance, Investment Banking, ETFs, High Net Worth..., Securities, Financial Advisory
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Michigan Business School
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Mike Landau Mike Landau's Fidelity Investments Experience April 2015 - Present
Job Manager, Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments May 2012 - Present
Fidelity Investments January 2011 - May 2012
Fidelity Investments August 2009 - January 2011
Skills
Series 7, Series 63, Series 9, Series 10, Series 66
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments April 2015 - Present
Fidelity Investments May 2012 - Present
Fidelity Investments January 2011 - May 2012
Fidelity Investments August 2009 - January 2011
Skills
Series 7, Series 63, Series 9, Series 10, Series 66
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Patricia Meland Patricia Meland's Fidelity Investments Experience June 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
ING U.S. November 2004 - June 2013
Principal Financial Group 2003 - 2004
State Farm Insurance 2002 - 2003
Waddell & Reed 2000 - 2002
Skills
Annuities, Insurance, Mutual Funds, Retirement Planning, Series 63, Wholesaling, Pensions, Recruiting, Series 7, Strategic Financial..., Webinars, Brainshark, Microsoft Office, Salesforce.com, ACT CRM, Sales Presentations, Fixed Annuities, Wealth Management, Financial Advisory, Financial Services, Asset Allocation, Business Development, 401k, Financial Planning, Investment Strategies, Investments, Retirement
Education
University of Minnesota-Crookston
Fidelity Investments June 2013 - Present
ING U.S. November 2004 - June 2013
Principal Financial Group 2003 - 2004
State Farm Insurance 2002 - 2003
Waddell & Reed 2000 - 2002
Skills
Annuities, Insurance, Mutual Funds, Retirement Planning, Series 63, Wholesaling, Pensions, Recruiting, Series 7, Strategic Financial..., Webinars, Brainshark, Microsoft Office, Salesforce.com, ACT CRM, Sales Presentations, Fixed Annuities, Wealth Management, Financial Advisory, Financial Services, Asset Allocation, Business Development, 401k, Financial Planning, Investment Strategies, Investments, Retirement
Education
University of Minnesota-Crookston
Karen Antrobus Karen Antrobus's Fidelity Investments Experience September 2014 - Present
Job Investment Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments August 2012 - Present
Fidelity Investments March 2010 - August 2012
Fidelity Investments March 2008 - March 2010
Charles Schwab January 2005 - March 2008
Skills
Series 7, Series 63, Series 65, series 9, Series 10, Life & Health Insurance...
Education
University of Missouri-Columbia
Fidelity Investments September 2014 - Present
Fidelity Investments August 2012 - Present
Fidelity Investments March 2010 - August 2012
Fidelity Investments March 2008 - March 2010
Charles Schwab January 2005 - March 2008
Skills
Series 7, Series 63, Series 65, series 9, Series 10, Life & Health Insurance...
Education
University of Missouri-Columbia
Kara Engelmann Kara Engelmann's Fidelity Investments Experience July 2011 - December 2011
Job Business Coordinator at Perficient
Industry Management Consulting
Experience
Perficient September 2013 - Present
Perficient January 2012 - August 2013
Fidelity Investments July 2011 - December 2011
Trillium Services 2008 - 2011
Minnesota Timberwolves and Lynx May 2009 - September 2009
Skills
Program Management, Social Media, Account Management, Sales, CRM, Finance, Leadership, Business Analysis, Analysis, Project Management, Integration, Customer Service
Education
University of Minnesota-Duluth 2005 — 2009
Liberal Arts, Communications, Minor in Economics
Perficient September 2013 - Present
Perficient January 2012 - August 2013
Fidelity Investments July 2011 - December 2011
Trillium Services 2008 - 2011
Minnesota Timberwolves and Lynx May 2009 - September 2009
Skills
Program Management, Social Media, Account Management, Sales, CRM, Finance, Leadership, Business Analysis, Analysis, Project Management, Integration, Customer Service
Education
University of Minnesota-Duluth 2005 — 2009
Liberal Arts, Communications, Minor in Economics
Belinda Keller Belinda Keller's Fidelity Investments Experience June 2015 - Present
Job Human Resource Professional
Industry Human Resources
Experience
Fidelity Investments June 2015 - Present
ZeroChaos January 2014 - January 2015
Fidelity Investments 2015 - 2015
Five Star Staffing November 2013 - February 2014
DoDEA September 2012 - June 2013
Airman and Family Readiness Center 2010 - 2012
Airman and Family Readiness Center 2010 - 2012
52 FSS/ FSDE March 2011 - September 2011
100th FSS 2008 - 2010
City of Goldsboro September 2004 - September 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Higher Education, Staff Development, Event Planning, Educational Leadership, English, Editing, Fundraising, Training
Education
University of Oklahoma 2008 — 2010
Master's degree, Human Relations
Mount Olive College 1999 — 2001
Bachelor's degree, Human Resources Development
Fidelity Investments June 2015 - Present
ZeroChaos January 2014 - January 2015
Fidelity Investments 2015 - 2015
Five Star Staffing November 2013 - February 2014
DoDEA September 2012 - June 2013
Airman and Family Readiness Center 2010 - 2012
Airman and Family Readiness Center 2010 - 2012
52 FSS/ FSDE March 2011 - September 2011
100th FSS 2008 - 2010
City of Goldsboro September 2004 - September 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Higher Education, Staff Development, Event Planning, Educational Leadership, English, Editing, Fundraising, Training
Education
University of Oklahoma 2008 — 2010
Master's degree, Human Relations
Mount Olive College 1999 — 2001
Bachelor's degree, Human Resources Development
Bryan Fink's Fidelity Investments Experience February 2005 - Present
Job Portfolio Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2005 - Present
Skills
SDLC, Financial Services, Microsoft Office, Process Improvement, Project Management, Analysis, Business Analysis, Customer Service, Fixed Income, Management, Equities, Marketing Strategy, Strategy, Strategic Planning, Marketing, Leadership, Financial Analysis, Sales
Education
University of Minnesota-Twin Cities 1999 — 2004
Bachelor of Science, Economics
Fidelity Investments February 2005 - Present
Skills
SDLC, Financial Services, Microsoft Office, Process Improvement, Project Management, Analysis, Business Analysis, Customer Service, Fixed Income, Management, Equities, Marketing Strategy, Strategy, Strategic Planning, Marketing, Leadership, Financial Analysis, Sales
Education
University of Minnesota-Twin Cities 1999 — 2004
Bachelor of Science, Economics
Suresh Vontivillu Suresh Vontivillu's Fidelity Investments Experience April 2015 - Present
Job Financial Analyst IV at Fidelity Investments
Industry Banking
Experience
Fidelity Investments April 2015 - Present
Capital One 2010 - April 2015
Ford Motor Company 2003 - 2010
A.T. Kearney 2001 - 2003
Ford Motor Company 1999 - 2000
Ford Motor Company 1994 - 1998
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
MBA, Finance
University of North Carolina at Charlotte 1990 — 1993
MS, Mechanical Engineering
Fidelity Investments April 2015 - Present
Capital One 2010 - April 2015
Ford Motor Company 2003 - 2010
A.T. Kearney 2001 - 2003
Ford Motor Company 1999 - 2000
Ford Motor Company 1994 - 1998
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
MBA, Finance
University of North Carolina at Charlotte 1990 — 1993
MS, Mechanical Engineering
Ian Gilbertson Ian Gilbertson's Fidelity Investments Experience 2006 - 2007
Job Leveraged Loans
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management July 2008 - May 2010
Fidelity Investments 2006 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Accounting
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management July 2008 - May 2010
Fidelity Investments 2006 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Accounting
Drew Manecke Drew Manecke's Fidelity Investments Experience January 2007 - April 2008
Job Energy Trader at ACES – excellence in energy
Industry Oil & Energy
Experience
ACES – excellence in energy January 2014 - Present
American Electric Power November 2012 - February 2013
American Municipal Power, Inc. July 2012 - November 2012
JPMorgan Chase January 2012 - July 2012
Pilot Hill Capital January 2011 - November 2011
Multi-Bank Securities, Inc. September 2008 - May 2009
Fidelity Investments January 2007 - April 2008
Fidelity Investments August 2006 - January 2007
Fidelity Investments January 2005 - August 2006
Skills
Trading, Capital Markets, Energy, Financial Modeling, Commodity, Investments, Financial Analysis, Commodity Markets, Finance, Fixed Income, Equities, Strategy, Energy Markets, Asset Management, Mutual Funds, Risk Management, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance
Wittenberg University 1999 — 2003
BA, Sociology
ACES – excellence in energy January 2014 - Present
American Electric Power November 2012 - February 2013
American Municipal Power, Inc. July 2012 - November 2012
JPMorgan Chase January 2012 - July 2012
Pilot Hill Capital January 2011 - November 2011
Multi-Bank Securities, Inc. September 2008 - May 2009
Fidelity Investments January 2007 - April 2008
Fidelity Investments August 2006 - January 2007
Fidelity Investments January 2005 - August 2006
Skills
Trading, Capital Markets, Energy, Financial Modeling, Commodity, Investments, Financial Analysis, Commodity Markets, Finance, Fixed Income, Equities, Strategy, Energy Markets, Asset Management, Mutual Funds, Risk Management, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance
Wittenberg University 1999 — 2003
BA, Sociology
Gary Mosk's Fidelity Investments Experience 1986 - 1990
Job Manager, Finance and Business Analytics at UJAFederation of New York
Industry Nonprofit Organization Management
Experience
UJA-Federation of New York 2011 - Present
Independent Consulting 2003 - 2011
Nomura Securities 2010 - 2010
Pfizer 2006 - 2008
Wachovia 2005 - 2005
Nomura Securities 2004 - 2005
Marsh 2003 - 2004
UBS Wealth Management (formerly PaineWebber) 1994 - 2001
Wells Fargo Advisors (formerly Prudential Securities) 1990 - 1994
Fidelity Investments 1986 - 1990
Skills
Financial Analysis, Financial Modeling, Cross-functional Team..., Forecasting, Financial Reporting, Analysis, Strategy, Budgets, Business Planning, Competitive Analysis, Project Management, Strategic Financial..., Strategic Planning, Business Analysis, Process Improvement, Management, Negotiation, Leadership, Finance, Project Planning, Due Diligence, Management Consulting, Business Process...
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
Washington University in St. Louis 1976 — 1979
BSBA, Business Administration
UJA-Federation of New York 2011 - Present
Independent Consulting 2003 - 2011
Nomura Securities 2010 - 2010
Pfizer 2006 - 2008
Wachovia 2005 - 2005
Nomura Securities 2004 - 2005
Marsh 2003 - 2004
UBS Wealth Management (formerly PaineWebber) 1994 - 2001
Wells Fargo Advisors (formerly Prudential Securities) 1990 - 1994
Fidelity Investments 1986 - 1990
Skills
Financial Analysis, Financial Modeling, Cross-functional Team..., Forecasting, Financial Reporting, Analysis, Strategy, Budgets, Business Planning, Competitive Analysis, Project Management, Strategic Financial..., Strategic Planning, Business Analysis, Process Improvement, Management, Negotiation, Leadership, Finance, Project Planning, Due Diligence, Management Consulting, Business Process...
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
Washington University in St. Louis 1976 — 1979
BSBA, Business Administration
Steve Tolkin's Fidelity Investments Experience September 1994 - February 2009
Job Sr. Enterprise Architect at TJX
Industry Retail
Experience
TJX March 2010 - Present
TJX August 2009 - March 2010
Fidelity Investments September 1994 - February 2009
Kendall Square Research 1992 - 1994
Lotus Development 1986 - 1992
Wang Laboratories 1982 - 1986
Education
University of Michigan 1968 — 1982
M.S.
TJX March 2010 - Present
TJX August 2009 - March 2010
Fidelity Investments September 1994 - February 2009
Kendall Square Research 1992 - 1994
Lotus Development 1986 - 1992
Wang Laboratories 1982 - 1986
Education
University of Michigan 1968 — 1982
M.S.
Patti Amundsen's Fidelity Investments Experience October 2009 - August 2010
Job Executive Assistant to the President, SRI Ventures
Industry Venture Capital & Private Equity
Experience
SRI International July 2015 - Present
SRI International April 2013 - February 2015
CommerceNet August 2010 - April 2013
CollabRx August 2010 - July 2012
Fidelity Investments October 2009 - August 2010
Visa December 2007 - August 2009
Tira Wireless, Inc. October 2006 - December 2007
Skills
Outlook, PowerPoint, Research, Wordpress, Events, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Assisting Executives, Office Administration, Office Management, Trade Shows, Grant Coordination, Word, Excel, WordPress, Strategic Partnerships, Start-ups, Salesforce.com, Mobile Devices, Marketing, Training, Event Planning, Human Resources, Access, Project Planning, Sales, Management, Program Management, Nonprofits, Analysis, Leadership, Project Management, Social Media, Budgets, Event Management
Education
University of Minnesota-Duluth 1982 — 1983
Communications
SRI International July 2015 - Present
SRI International April 2013 - February 2015
CommerceNet August 2010 - April 2013
CollabRx August 2010 - July 2012
Fidelity Investments October 2009 - August 2010
Visa December 2007 - August 2009
Tira Wireless, Inc. October 2006 - December 2007
Skills
Outlook, PowerPoint, Research, Wordpress, Events, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Assisting Executives, Office Administration, Office Management, Trade Shows, Grant Coordination, Word, Excel, WordPress, Strategic Partnerships, Start-ups, Salesforce.com, Mobile Devices, Marketing, Training, Event Planning, Human Resources, Access, Project Planning, Sales, Management, Program Management, Nonprofits, Analysis, Leadership, Project Management, Social Media, Budgets, Event Management
Education
University of Minnesota-Duluth 1982 — 1983
Communications
Jamie Toraason's Fidelity Investments Experience May 2011 - December 2013
Job Community Activist and Organizer
Industry Nonprofit Organization Management
Experience
Harvard University June 2014 - September 2015
City of Alexandria January 2014 - July 2014
Torpedo Factory Art Center January 2014 - July 2014
Fidelity Investments May 2011 - December 2013
Accenture September 2010 - May 2011
Accenture September 2007 - August 2010
Accenture September 2004 - August 2007
Accenture July 2001 - August 2004
Kmart October 2001 - December 2002
ClubCorp October 1998 - June 2001
Education
Wayne State University 2002 — 2006
MBA
University of Michigan 1997 — 2001
BBA
Harvard University June 2014 - September 2015
City of Alexandria January 2014 - July 2014
Torpedo Factory Art Center January 2014 - July 2014
Fidelity Investments May 2011 - December 2013
Accenture September 2010 - May 2011
Accenture September 2007 - August 2010
Accenture September 2004 - August 2007
Accenture July 2001 - August 2004
Kmart October 2001 - December 2002
ClubCorp October 1998 - June 2001
Education
Wayne State University 2002 — 2006
MBA
University of Michigan 1997 — 2001
BBA
Lee D. Harbert's Fidelity Investments Experience June 1996 - November 1998
Job Managing Director at Griffith & Associates LLC
Industry Financial Services
Experience
Griffith & Associates LLC January 2003 - Present
Barclays Global Investors 1998 - 2002
Fidelity Investments June 1996 - November 1998
Bank of America 1987 - 1996
MIDLAND MONTAGUE San Francisco, CA 1986 - 1987
Crocker National Bank San Francisco, CA 1980 - 1986
ADVANCE MORTGAGE CORPORATION Southfield, MI 1979 - 1980
Skills
Asset Managment, Capital Markets, Investments, Banking, Financial Services, Start-ups, Securities, Mortgage Lending, New Business Development, Insurance, Management, Retirement Planning, Sales, Equities, Fixed Income, Sales Management, Hedge Funds, Bloomberg, Business Planning, Asset Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Finance and Accounting
West Bloomfield High School
Griffith & Associates LLC January 2003 - Present
Barclays Global Investors 1998 - 2002
Fidelity Investments June 1996 - November 1998
Bank of America 1987 - 1996
MIDLAND MONTAGUE San Francisco, CA 1986 - 1987
Crocker National Bank San Francisco, CA 1980 - 1986
ADVANCE MORTGAGE CORPORATION Southfield, MI 1979 - 1980
Skills
Asset Managment, Capital Markets, Investments, Banking, Financial Services, Start-ups, Securities, Mortgage Lending, New Business Development, Insurance, Management, Retirement Planning, Sales, Equities, Fixed Income, Sales Management, Hedge Funds, Bloomberg, Business Planning, Asset Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Finance and Accounting
West Bloomfield High School
Kiran Vuppla's Fidelity Investments Experience June 2012 - March 2013
Job Sr Developer at Realpage Inc.
Industry Information Technology and Services
Experience
RealPage, Inc. June 2013 - Present
Fidelity Investments June 2012 - March 2013
ADP April 2011 - June 2012
Retail Decisions July 2008 - March 2011
Discovery Communications January 2008 - June 2008
FannieMae November 2006 - December 2007
Tyco Electronics November 2005 - October 2006
Bellsouth Technologies Group September 2003 - November 2005
Skills
J2EE, Spring, Hibernate, XML, Java, Weblogic, JavaScript, HTML, iBatis, Struts, EJB, JMS, Servlets, JSP, SOA, JBoss, Websphere, SOAP, JDBC, Ant, Agile, Web Services, Eclipse, JUnit, Tomcat, Subversion, CVS, UML, ClearCase, Unix, Flex, Software Development, PL/SQL, Maven, Swing, OOP, XSLT, XSL, Scrum, SQL, Databases, Java Enterprise Edition
Education
University of Minnesota Duluth 2001 — 2003
Masters, Computer Science
Guntur College
St. Peters Engineering College
Bachelor's degree, Computer Science
RealPage, Inc. June 2013 - Present
Fidelity Investments June 2012 - March 2013
ADP April 2011 - June 2012
Retail Decisions July 2008 - March 2011
Discovery Communications January 2008 - June 2008
FannieMae November 2006 - December 2007
Tyco Electronics November 2005 - October 2006
Bellsouth Technologies Group September 2003 - November 2005
Skills
J2EE, Spring, Hibernate, XML, Java, Weblogic, JavaScript, HTML, iBatis, Struts, EJB, JMS, Servlets, JSP, SOA, JBoss, Websphere, SOAP, JDBC, Ant, Agile, Web Services, Eclipse, JUnit, Tomcat, Subversion, CVS, UML, ClearCase, Unix, Flex, Software Development, PL/SQL, Maven, Swing, OOP, XSLT, XSL, Scrum, SQL, Databases, Java Enterprise Edition
Education
University of Minnesota Duluth 2001 — 2003
Masters, Computer Science
Guntur College
St. Peters Engineering College
Bachelor's degree, Computer Science
Rob Amott's Fidelity Investments Experience June 2000 - August 2002
Job Senior Product Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2005 - Present
Fidelity Investments June 2000 - August 2002
Skills
Credit, Portfolio Management, Financial Services, Analytics, Management, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Marketing/New Business Development
Cottonwood High School
Cottonwood High School
U.S. Bank January 2005 - Present
Fidelity Investments June 2000 - August 2002
Skills
Credit, Portfolio Management, Financial Services, Analytics, Management, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Marketing/New Business Development
Cottonwood High School
Cottonwood High School
Lu Cheng's Fidelity Investments Experience June 2004 - February 2009
Job Director, Business Intelligence and Data Management at Great American Insurance
Industry Information Technology and Services
Experience
Great American Insurance December 2013 - Present
Advanced Computing and Communication, Inc. March 2009 - Present
FirstGroup America October 2009 - December 2013
Duke Energy April 2009 - October 2009
Fidelity Investments June 2004 - February 2009
Fidelity Investments March 1998 - June 2004
Cincinnati Bell Information System (Convergys) July 1995 - March 1998
Unisys July 1994 - July 1995
Skills
Developments, ETL, Data Warehousing, Informatica, Disaster Recovery, SAP BusinessObjects, SAP BW, Oracle Database..., Microsoft SQL Server, Unix Shell Scripting, Business Intelligence, SOA, Project Management, Architecture, Business Analysis, Business Objects, Data Architecture, Data Modeling, Databases, Enterprise Architecture, High Availability, Oracle, PL/SQL, Performance Tuning, Requirements Analysis, SDLC, Solaris, Unix, Vendor Management, Enterprise Software
Education
University of Minnesota-Twin Cities 1992 — 1994
M.S, Computer Science
University of Minnesota-Twin Cities 1987 — 1993
Ph.D, Mathematics
University of Science and Technology of China
Great American Insurance December 2013 - Present
Advanced Computing and Communication, Inc. March 2009 - Present
FirstGroup America October 2009 - December 2013
Duke Energy April 2009 - October 2009
Fidelity Investments June 2004 - February 2009
Fidelity Investments March 1998 - June 2004
Cincinnati Bell Information System (Convergys) July 1995 - March 1998
Unisys July 1994 - July 1995
Skills
Developments, ETL, Data Warehousing, Informatica, Disaster Recovery, SAP BusinessObjects, SAP BW, Oracle Database..., Microsoft SQL Server, Unix Shell Scripting, Business Intelligence, SOA, Project Management, Architecture, Business Analysis, Business Objects, Data Architecture, Data Modeling, Databases, Enterprise Architecture, High Availability, Oracle, PL/SQL, Performance Tuning, Requirements Analysis, SDLC, Solaris, Unix, Vendor Management, Enterprise Software
Education
University of Minnesota-Twin Cities 1992 — 1994
M.S, Computer Science
University of Minnesota-Twin Cities 1987 — 1993
Ph.D, Mathematics
University of Science and Technology of China
Jamshid Kekobad's Fidelity Investments Experience December 2012 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Merrill Lynch 2010 - December 2012
Wells Fargo 2008 - 2010
Education
University of Missouri-Rolla 2000 — 2003
MS, Environmental Engineering
University of Mumbai 1995 — 1999
BE, Chemical Engineering
Fidelity Investments December 2012 - Present
Merrill Lynch 2010 - December 2012
Wells Fargo 2008 - 2010
Education
University of Missouri-Rolla 2000 — 2003
MS, Environmental Engineering
University of Mumbai 1995 — 1999
BE, Chemical Engineering
Elizabeth Morgan's Fidelity Investments Experience December 2014 - Present
Job Premium Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments November 2014 - Present
Fidelity Investments October 2007 - January 2014
Skills
Series 7, Series 63, Series 9, Series 10, Series 66
Education
University of Mississippi - School of Business Administration 2002 — 2007
Business Administration, Managerial Finance & Risk Management
Fidelity Investments December 2014 - Present
Fidelity Investments November 2014 - Present
Fidelity Investments October 2007 - January 2014
Skills
Series 7, Series 63, Series 9, Series 10, Series 66
Education
University of Mississippi - School of Business Administration 2002 — 2007
Business Administration, Managerial Finance & Risk Management
Matt Nash's Fidelity Investments Experience February 2014 - Present
Job SVP Marketing and Client Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments January 2013 - February 2014
Fidelity Investments September 2002 - January 2013
Fidelity Investments 2000 - 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1992 - 1999
Harbridge House Inc 1989 - 1992
Skills
401k, Business Planning, Customer Satisfaction, Financial Services, Management Consulting, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement, Sales, Strategy, Vendor Management
Education
University of Minnesota-Twin Cities 1986 — 1988
MBA, Marketing
University of Minnesota-Twin Cities 1975 — 1979
BME, Mechanical Engineering
Fidelity Investments February 2014 - Present
Fidelity Investments January 2013 - February 2014
Fidelity Investments September 2002 - January 2013
Fidelity Investments 2000 - 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1992 - 1999
Harbridge House Inc 1989 - 1992
Skills
401k, Business Planning, Customer Satisfaction, Financial Services, Management Consulting, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement, Sales, Strategy, Vendor Management
Education
University of Minnesota-Twin Cities 1986 — 1988
MBA, Marketing
University of Minnesota-Twin Cities 1975 — 1979
BME, Mechanical Engineering
Janette Scheib's Fidelity Investments Experience October 2013 - November 2014
Job Relationship Banker at Chase
Industry Financial Services
Experience
Chase June 2015 - Present
Fidelity Investments October 2013 - November 2014
CoreFirst Bank & Trust April 2012 - September 2013
Charles Schwab April 2011 - November 2011
Community Banks of Colorado October 2009 - May 2011
Citywide Banks August 2002 - September 2007
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Business / Finance
University of Montana
Chase June 2015 - Present
Fidelity Investments October 2013 - November 2014
CoreFirst Bank & Trust April 2012 - September 2013
Charles Schwab April 2011 - November 2011
Community Banks of Colorado October 2009 - May 2011
Citywide Banks August 2002 - September 2007
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Business / Finance
University of Montana
Fred Jameson's Fidelity Investments Experience October 2012 - Present
Job Investment Education Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Overland Park Fire Department November 2011 - Present
Fidelity Investments January 2005 - October 2012
Unified Fire Authority of Greater Salt Lake May 2000 - March 2010
Education
University of Missouri-Kansas City 2011 — 2011
Certficate, Financial Planning and Services
Westminster College 2007 — 2010
MBA, Bill and Vieve Gore School of Business
Weber State University 2000 — 2004
BS, Criminal Justice - Criminal Law/BS, Psychology
Fidelity Investments October 2012 - Present
Overland Park Fire Department November 2011 - Present
Fidelity Investments January 2005 - October 2012
Unified Fire Authority of Greater Salt Lake May 2000 - March 2010
Education
University of Missouri-Kansas City 2011 — 2011
Certficate, Financial Planning and Services
Westminster College 2007 — 2010
MBA, Bill and Vieve Gore School of Business
Weber State University 2000 — 2004
BS, Criminal Justice - Criminal Law/BS, Psychology
Brent Morris's Fidelity Investments Experience April 2010 - April 2015
Job Internal Wholesaler
Industry Financial Services
Experience
Fidelity Investments April 2010 - April 2015
Fidelity Investments September 2009 - September 2010
Lincoln Financial Distributors February 2008 - September 2009
Lincoln Financial Distributors March 2007 - February 2008
Education
University of Mississippi 2002 — 2006
BBA, Banking and Finance
University of Mississippi - School of Business Administration 2002 — 2006
Fidelity Investments April 2010 - April 2015
Fidelity Investments September 2009 - September 2010
Lincoln Financial Distributors February 2008 - September 2009
Lincoln Financial Distributors March 2007 - February 2008
Education
University of Mississippi 2002 — 2006
BBA, Banking and Finance
University of Mississippi - School of Business Administration 2002 — 2006
Rob Snider, PMP, MBA's Fidelity Investments Experience December 2006 - Present
Job Director, Program Manager Implementations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2006 - Present
Hewitt Associates June 2003 - September 2006
Northern Trust Retirement Consulting October 2000 - June 2003
PricewaterhouseCoopers April 1998 - September 2000
Skills
PMO, PMP, Cross-functional Team..., Vendor Management, Project Planning, Project Management, Program Management, IT Management, Defined Benefit, Project Portfolio..., Outsourcing, MS Project, Project Delivery, Integration, Team Leadership, SharePoint, Relationship Management, Team Management, Management, Leadership, Business Process, Business Analysis, SDLC
Education
Project Management Institute
PMP Certification, Project Management
University of Missouri-Columbia, College of Business 1994 — 1996
MBA, Corporate/Human Resource Management
University of Missouri-Columbia, College of Business 1988 — 1992
BSBA, Marketing
Fidelity Investments December 2006 - Present
Hewitt Associates June 2003 - September 2006
Northern Trust Retirement Consulting October 2000 - June 2003
PricewaterhouseCoopers April 1998 - September 2000
Skills
PMO, PMP, Cross-functional Team..., Vendor Management, Project Planning, Project Management, Program Management, IT Management, Defined Benefit, Project Portfolio..., Outsourcing, MS Project, Project Delivery, Integration, Team Leadership, SharePoint, Relationship Management, Team Management, Management, Leadership, Business Process, Business Analysis, SDLC
Education
Project Management Institute
PMP Certification, Project Management
University of Missouri-Columbia, College of Business 1994 — 1996
MBA, Corporate/Human Resource Management
University of Missouri-Columbia, College of Business 1988 — 1992
BSBA, Marketing
LouAnn Muir's Fidelity Investments Experience 2008 - 2012
Job Talent Management/Sr HR Executive
Industry Financial Services
Experience
The Nemours Foundation 2012 - Present
Fidelity Investments 2008 - 2012
Fidelity Investments 2004 - 2008
Executive Alliance (www.executivealliance.com) 1999 - 2003
Partners HealthCare 1995 - 1999
Skills
Talent Management, Talent Acquisition, Leadership Development, Succession Planning, Organizational Design, Human Resources, Organizational..., Personnel Management, Leadership, Change Management, Workshop Facilitation, Management, Strategic HR, Consulting, Recruiting, Program Management, Employee Relations
Education
University of Michigan
MPH
The Nemours Foundation 2012 - Present
Fidelity Investments 2008 - 2012
Fidelity Investments 2004 - 2008
Executive Alliance (www.executivealliance.com) 1999 - 2003
Partners HealthCare 1995 - 1999
Skills
Talent Management, Talent Acquisition, Leadership Development, Succession Planning, Organizational Design, Human Resources, Organizational..., Personnel Management, Leadership, Change Management, Workshop Facilitation, Management, Strategic HR, Consulting, Recruiting, Program Management, Employee Relations
Education
University of Michigan
MPH
Erin Pickering's Fidelity Investments Experience March 2005 - Present
Job SYSTEMS SERVICES SUPPORT SPECIALIST at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2005 - Present
Fidelity Investments May 2006 - January 2007
Skills
Software Documentation, Business Analysis, Management, Business Requirements, Requirements Gathering, Process Improvement, SQL
Education
University of Mount Olive 1983 — 1984
Public Relations, Business
Fidelity Investments March 2005 - Present
Fidelity Investments May 2006 - January 2007
Skills
Software Documentation, Business Analysis, Management, Business Requirements, Requirements Gathering, Process Improvement, SQL
Education
University of Mount Olive 1983 — 1984
Public Relations, Business
Elmer Cardeno's Fidelity Investments Experience August 2012 - Present
Job Senior QA Engineer at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments August 2012 - Present
Tekelec September 2010 - September 2012
Wavecom March 2005 - October 2010
Tekelec 2009 - 2010
Sony Ericsson March 2005 - April 2006
Harris MCD October 2003 - March 2005
Ericsson Inc 1998 - 2002
Education
University of Missouri-Kansas City 1996 — 1997
MS, Computer Sicences
Fidelity Investments August 2012 - Present
Tekelec September 2010 - September 2012
Wavecom March 2005 - October 2010
Tekelec 2009 - 2010
Sony Ericsson March 2005 - April 2006
Harris MCD October 2003 - March 2005
Ericsson Inc 1998 - 2002
Education
University of Missouri-Kansas City 1996 — 1997
MS, Computer Sicences
Rachel Leider's Fidelity Investments Experience May 2006 - August 2006
Job Senior Financial Analyst at Experian Marketing Services
Industry Financial Services
Experience
Experian Marketing Services May 2013 - Present
Merrill Lynch August 2010 - May 2013
Bank of America February 2009 - July 2010
Bank of America July 2007 - February 2009
Zingerman’s Delicatessen September 2005 - July 2007
Fidelity Investments May 2006 - August 2006
Skills
Data Analysis, Financial Analysis, Forecasting, Business Process..., Six Sigma, Change Management, Business Analysis, Process Engineering, Project Management, Visio, Operations Management, Business Process Mapping
Education
University of Michigan 2003 — 2007
BSE, Industial & Operations Engineering
Experian Marketing Services May 2013 - Present
Merrill Lynch August 2010 - May 2013
Bank of America February 2009 - July 2010
Bank of America July 2007 - February 2009
Zingerman’s Delicatessen September 2005 - July 2007
Fidelity Investments May 2006 - August 2006
Skills
Data Analysis, Financial Analysis, Forecasting, Business Process..., Six Sigma, Change Management, Business Analysis, Process Engineering, Project Management, Visio, Operations Management, Business Process Mapping
Education
University of Michigan 2003 — 2007
BSE, Industial & Operations Engineering
Barton Salter's Fidelity Investments Experience 2004 - 2005
Job FINRA Series 24, 66, 8; Quality Assurance; Mortgage Loss Mitigation Services; NTX Real Estate and Property Management
Industry Financial Services
Experience
Newbold Advisors April 2012 - Present
Carlisle & Gallagher Consulting Group 2010 - January 2012
TD Ameritrade 2006 - 2010
Fidelity Investments 2004 - 2005
Scottrade 2003 - 2003
Charles Schwab 1996 - 2002
Skills
Compliance, Process Improvement, Management Consulting, Risk Management, Account Management, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Series 7, Marketing Strategy, Research, Microsoft Office, Data Analysis, Outlook, PowerPoint, Quality Assurance, Series 24, Series 66, FINRA, Mortgage Loss..., Series 8 (9&10), Mortgage Lending, Equities, Strategic Financial..., Program Management, Sales, Training, Uniform Combined State..., Auditing
Education
University of Missouri-Kansas City
Newbold Advisors April 2012 - Present
Carlisle & Gallagher Consulting Group 2010 - January 2012
TD Ameritrade 2006 - 2010
Fidelity Investments 2004 - 2005
Scottrade 2003 - 2003
Charles Schwab 1996 - 2002
Skills
Compliance, Process Improvement, Management Consulting, Risk Management, Account Management, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Series 7, Marketing Strategy, Research, Microsoft Office, Data Analysis, Outlook, PowerPoint, Quality Assurance, Series 24, Series 66, FINRA, Mortgage Loss..., Series 8 (9&10), Mortgage Lending, Equities, Strategic Financial..., Program Management, Sales, Training, Uniform Combined State..., Auditing
Education
University of Missouri-Kansas City
Bill Costello's Fidelity Investments Experience 1989 - 2008
Job Internal Organization Development Consultant at Harvard University
Industry Management Consulting
Experience
William H Costello, Ph.D. and Associates April 2008 - Present
Harvard University May 2013 - June 2015
BlessingWhite Inc 2008 - August 2013
Wellesley Partners January 2009 - March 2013
Partners In Health 2012 - 2012
Fidelity Investments 1989 - 2008
New England & New York Regional Telephone Companies January 1985 - October 1989
Skills
Executive Coaching, Change Management, Talent Management, Organizational..., Leadership Development, Leadership, Strategy, Succession Planning, Employee Engagement, Career Development, Coaching, Performance Management, Workshop Facilitation, Executive Development, Organizational..., Training, Management, Management Development, Management Consulting, Human Resources, 360 Feedback, Organizational Design, Consulting, Onboarding, Performance Improvement, Culture Change, MBTI, Career Management, Performance Consulting, Training Delivery, Personnel Management, Facilitators, Executive Management, Outsourcing, Instructional Design, Workforce Planning, Employee Training, Emotional Intelligence, Strategic Planning, Career Counseling, Needs Analysis
Education
The University of Montana 1970 — 1974
Ph.D., Clinical Psychologist
William H Costello, Ph.D. and Associates April 2008 - Present
Harvard University May 2013 - June 2015
BlessingWhite Inc 2008 - August 2013
Wellesley Partners January 2009 - March 2013
Partners In Health 2012 - 2012
Fidelity Investments 1989 - 2008
New England & New York Regional Telephone Companies January 1985 - October 1989
Skills
Executive Coaching, Change Management, Talent Management, Organizational..., Leadership Development, Leadership, Strategy, Succession Planning, Employee Engagement, Career Development, Coaching, Performance Management, Workshop Facilitation, Executive Development, Organizational..., Training, Management, Management Development, Management Consulting, Human Resources, 360 Feedback, Organizational Design, Consulting, Onboarding, Performance Improvement, Culture Change, MBTI, Career Management, Performance Consulting, Training Delivery, Personnel Management, Facilitators, Executive Management, Outsourcing, Instructional Design, Workforce Planning, Employee Training, Emotional Intelligence, Strategic Planning, Career Counseling, Needs Analysis
Education
The University of Montana 1970 — 1974
Ph.D., Clinical Psychologist
Broc Kreitz's Fidelity Investments Experience Account ExecutiveFidelity InvestmentsSeptember 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Account ExecutiveFidelity InvestmentsSeptember 2011 - Present
Morgan Keegan May 2003 - September 2011
Merrill Lynch July 1998 - May 2003
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Equities, Asset Management, Fixed Income, Wealth Management, Capital Markets, Financial Planning
Education
University of Mississippi 1993 — 1998
University of Mississippi
Fidelity Investments Account ExecutiveFidelity InvestmentsSeptember 2011 - Present
Morgan Keegan May 2003 - September 2011
Merrill Lynch July 1998 - May 2003
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Equities, Asset Management, Fixed Income, Wealth Management, Capital Markets, Financial Planning
Education
University of Mississippi 1993 — 1998
University of Mississippi
Lisa Ashton's Fidelity Investments Experience August 1985 - May 1988
Job Customer Service Representative at Luther Automotive Group
Industry Medical Devices
Experience
Luther Automotive Group November 2013 - Present
St. Jude Medical June 2007 - April 2012
Hopkins School District 270 August 2005 - February 2006
Core Group Marketing, Inc. July 1988 - December 2004
Fidelity Investments August 1985 - May 1988
Skills
Microsoft Office, Customer Service, Onboarding, Medical Devices, PowerPoint, Human Resources, Cross-functional Team..., Microsoft Word, Applicant Tracking..., Event Planning, Training, Process Improvement, Performance Management, SAP, Employee Relations, Software Documentation, Employee Engagement
Education
College of St. Catherine, 1995-1996 1995 — 1996
Secondary Education and Teaching
University of Minnesota-Twin Cities 1980 — 1984
Bachelor of Arts (B.A.), English Literature
Luther Automotive Group November 2013 - Present
St. Jude Medical June 2007 - April 2012
Hopkins School District 270 August 2005 - February 2006
Core Group Marketing, Inc. July 1988 - December 2004
Fidelity Investments August 1985 - May 1988
Skills
Microsoft Office, Customer Service, Onboarding, Medical Devices, PowerPoint, Human Resources, Cross-functional Team..., Microsoft Word, Applicant Tracking..., Event Planning, Training, Process Improvement, Performance Management, SAP, Employee Relations, Software Documentation, Employee Engagement
Education
College of St. Catherine, 1995-1996 1995 — 1996
Secondary Education and Teaching
University of Minnesota-Twin Cities 1980 — 1984
Bachelor of Arts (B.A.), English Literature
David Commyn's Fidelity Investments Experience June 2014 - Present
Job Senior Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments 2012 - June 2014
Fidelity Investments 2003 - 2012
Fleet Bank 2002 - 2003
Liberty Funds 1998 - 2002
BankBoston 1987 - 1998
Skills
SQL, Data Analysis, Systems Analysis, SDLC, Visio, Access, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., SharePoint, Vendor Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Wayne State University
Bachelor of Arts (B.A.)
Fidelity Investments June 2014 - Present
Fidelity Investments 2012 - June 2014
Fidelity Investments 2003 - 2012
Fleet Bank 2002 - 2003
Liberty Funds 1998 - 2002
BankBoston 1987 - 1998
Skills
SQL, Data Analysis, Systems Analysis, SDLC, Visio, Access, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., SharePoint, Vendor Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Wayne State University
Bachelor of Arts (B.A.)
Jim Farwig's Fidelity Investments Experience July 2012 - March 2014
Job Software Developer at Anthem, Inc.
Industry Information Technology and Services
Experience
Anthem, Inc. June 2014 - Present
Fidelity Investments July 2012 - March 2014
MetLife 2011 - May 2012
USFoodservice October 2005 - June 2010
NextGen Information Services 2003 - 2005
Monsanto 1990 - 2001
Skills
Databases, Integration, DB2, Software Development, COBOL, Testing, JCL, CICS, Mainframe, MVS, IBM Mainframe, Java, IT Service Management, Program Management, IMS DB/DC, Data Migration, Web Applications, C++, QMF, SAP
Education
University of Missouri-Saint Louis 1987 — 2003
Computer Science
University of Missouri-Columbia, College of Business
BS, Economics, Business Admin.
Anthem, Inc. June 2014 - Present
Fidelity Investments July 2012 - March 2014
MetLife 2011 - May 2012
USFoodservice October 2005 - June 2010
NextGen Information Services 2003 - 2005
Monsanto 1990 - 2001
Skills
Databases, Integration, DB2, Software Development, COBOL, Testing, JCL, CICS, Mainframe, MVS, IBM Mainframe, Java, IT Service Management, Program Management, IMS DB/DC, Data Migration, Web Applications, C++, QMF, SAP
Education
University of Missouri-Saint Louis 1987 — 2003
Computer Science
University of Missouri-Columbia, College of Business
BS, Economics, Business Admin.
Julie Fine's Fidelity Investments Experience February 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Thirvent Financial for Lutherans August 2010 - January 2012
Merrill Lynch 2007 - 2009
Morgan Stanley 1981 - 2006
Education
University of Minnesota-Twin Cities
B.A., Speech-Communications
Fidelity Investments February 2013 - Present
Thirvent Financial for Lutherans August 2010 - January 2012
Merrill Lynch 2007 - 2009
Morgan Stanley 1981 - 2006
Education
University of Minnesota-Twin Cities
B.A., Speech-Communications
Angela Mather's Fidelity Investments Experience September 2009 - Present
Job Financial Consultant, CFP®
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Raymond James January 2007 - July 2009
Skills
Series 7, Insurance, Series 63, Series 65, Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Personal Financial..., 401k, Investments, Asset Allocation, Financial Planning, Retirement, Financial Services, Asset Management, Portfolio Management
Education
University of St. Thomas 2010 — 2011
CFP
University of Minnesota Duluth 2004 — 2007
BA, Economics
Fidelity Investments September 2009 - Present
Raymond James January 2007 - July 2009
Skills
Series 7, Insurance, Series 63, Series 65, Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Personal Financial..., 401k, Investments, Asset Allocation, Financial Planning, Retirement, Financial Services, Asset Management, Portfolio Management
Education
University of St. Thomas 2010 — 2011
CFP
University of Minnesota Duluth 2004 — 2007
BA, Economics
William E. Moran's Fidelity Investments Experience February 1987 - January 2000
Job Financial Consultant
Industry Investment Management
Experience
LPL Financial February 2000 - Present
Ronald McDonald House of Detroit 2009 - 2014
Ronald McDonald House of Detroit 2009 - 2014
Ronald McDonald House of Detroit 2009 - 2014
Ronald McDonald House of Detroit 2009 - 2014
Fidelity Investments February 1987 - January 2000
Skills
Equities, Strategic Financial..., 401k, Fixed Income, Alternative Investments, Fixed Annuities, Strategic Planning, Program Management, Retirement Planning, Sales Management, Team Building, Asset Allocation, Series 7, Asset Management, Mutual Funds, Investments, Retirement, Portfolio Management, Investment Strategies, Finance
Education
University of Michigan-Dearborn 1982 — 1986
Bachelor's of Science in Administration, Managerial Economics and Finance
Bentley High School 1979 — 1981
LPL Financial February 2000 - Present
Ronald McDonald House of Detroit 2009 - 2014
Ronald McDonald House of Detroit 2009 - 2014
Ronald McDonald House of Detroit 2009 - 2014
Ronald McDonald House of Detroit 2009 - 2014
Fidelity Investments February 1987 - January 2000
Skills
Equities, Strategic Financial..., 401k, Fixed Income, Alternative Investments, Fixed Annuities, Strategic Planning, Program Management, Retirement Planning, Sales Management, Team Building, Asset Allocation, Series 7, Asset Management, Mutual Funds, Investments, Retirement, Portfolio Management, Investment Strategies, Finance
Education
University of Michigan-Dearborn 1982 — 1986
Bachelor's of Science in Administration, Managerial Economics and Finance
Bentley High School 1979 — 1981
Matthew Kilfoyle's Fidelity Investments Experience August 2015 - Present
Job Management Consultant at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments August 2015 - Present
University of Michigan Ross School of Business August 2013 - May 2015
Oliver Mechanical, Inc. May 2014 - August 2014
General Motors March 2014 - May 2014
Massachusetts Republican Party May 2013 - August 2013
Romney for President March 2011 - November 2012
Charlie Baker for Governor 2010 2009 - 2010
PA Consulting Group August 2008 - March 2009
Partners HealthCare June 2007 - June 2008
Skills
Policy Analysis, Public Policy, Management, Fundraising, Political Campaigns, Marketing, Training, Management Consulting, Analysis, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy
Boston University - School of Management 2004 — 2008
BSBA, Finance, Marketing
Fidelity Investments August 2015 - Present
University of Michigan Ross School of Business August 2013 - May 2015
Oliver Mechanical, Inc. May 2014 - August 2014
General Motors March 2014 - May 2014
Massachusetts Republican Party May 2013 - August 2013
Romney for President March 2011 - November 2012
Charlie Baker for Governor 2010 2009 - 2010
PA Consulting Group August 2008 - March 2009
Partners HealthCare June 2007 - June 2008
Skills
Policy Analysis, Public Policy, Management, Fundraising, Political Campaigns, Marketing, Training, Management Consulting, Analysis, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy
Boston University - School of Management 2004 — 2008
BSBA, Finance, Marketing
gary swayze's Fidelity Investments Experience 1980 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
Columbia Management October 1997 - March 2009
columbia management 1997 - 2009
Bank of America - Columbia Management Advisors 1997 - 2009
Fidelity Investments 1980 - 1995
Education
University of Missouri-Kansas City 1970 — 1974
B.A., economics
Columbia Management October 1997 - March 2009
columbia management 1997 - 2009
Bank of America - Columbia Management Advisors 1997 - 2009
Fidelity Investments 1980 - 1995
Education
University of Missouri-Kansas City 1970 — 1974
B.A., economics
Lisa Isaacson's Fidelity Investments Experience 1997 - 2003
Job Managing Director at U.S. Bancorp Asset Management
Industry Financial Services
Experience
U.S. Bancorp Asset Management July 2014 - Present
U.S. Bancorp Asset Management January 2011 - July 2014
FAF Advisors 2006 - January 2011
SurfaceQuest 2005 - 2006
Pine River Capital 2003 - 2005
Fidelity Investments 1997 - 2003
Skills
Investments, Series 7, Series 63, Fixed Income, Product Management, Project Coordination, Mutual Funds, Separately Managed..., Business Communications, Equities, Partner Relationships, Hedge Funds, Operations Management, Managerial Experience, Portfolio Management, Securities, Management, Asset Allocation, Asset Management
Education
University of Minnesota-Twin Cities 1990 — 1995
BS, Environmental Science
U.S. Bancorp Asset Management July 2014 - Present
U.S. Bancorp Asset Management January 2011 - July 2014
FAF Advisors 2006 - January 2011
SurfaceQuest 2005 - 2006
Pine River Capital 2003 - 2005
Fidelity Investments 1997 - 2003
Skills
Investments, Series 7, Series 63, Fixed Income, Product Management, Project Coordination, Mutual Funds, Separately Managed..., Business Communications, Equities, Partner Relationships, Hedge Funds, Operations Management, Managerial Experience, Portfolio Management, Securities, Management, Asset Allocation, Asset Management
Education
University of Minnesota-Twin Cities 1990 — 1995
BS, Environmental Science
Dinesh Chheda's Fidelity Investments Experience Vice President, Product ManagementMiicrognosis1991 - 1995
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice President, Product ManagementMiicrognosis1991 - 1995
Education
University of Michigan - Stephen M. Ross School of Business 1974 — 1976
MBA, Finance
Fidelity Investments Vice President, Product ManagementMiicrognosis1991 - 1995
Education
University of Michigan - Stephen M. Ross School of Business 1974 — 1976
MBA, Finance
Seelan R. Ratnaseelan's Fidelity Investments Experience July 1999 - October 2010
Job Experienced Defined Benefit|Total Retirement Solutions Calculation Developer|Programmer.
Industry Financial Services
Experience
Mercer February 2011 - April 2013
Fidelity Investments July 1999 - October 2010
Deloitte & Touché LLP October 1998 - July 1999
Towers Perrin June 1996 - May 1998
Skills
Pensions, Business Analysis, SDLC, Employee Benefits, Software Project..., Requirements Analysis, Requirements Gathering, Defined Benefit, Process Improvement, Analysis, Vendor Management, Actuarial Science, Quality Assurance, Testing, Program Management, Retirement, Databases
Education
University of Missouri-Columbia 1988 — 1996
Ph.D., Mathematics
Mercer February 2011 - April 2013
Fidelity Investments July 1999 - October 2010
Deloitte & Touché LLP October 1998 - July 1999
Towers Perrin June 1996 - May 1998
Skills
Pensions, Business Analysis, SDLC, Employee Benefits, Software Project..., Requirements Analysis, Requirements Gathering, Defined Benefit, Process Improvement, Analysis, Vendor Management, Actuarial Science, Quality Assurance, Testing, Program Management, Retirement, Databases
Education
University of Missouri-Columbia 1988 — 1996
Ph.D., Mathematics
Carmelita Myers's Fidelity Investments Experience August 2002 - December 2009
Job Human Resources Professional
Industry Human Resources
Experience
Fidelity Investments August 2002 - December 2009
Skills
Talent Acquisition, Deferred Compensation, Employee Relations, Performance Management, Talent Management
Education
University of Missouri-Saint Louis 1975 — 1979
associate, business
Fidelity Investments August 2002 - December 2009
Skills
Talent Acquisition, Deferred Compensation, Employee Relations, Performance Management, Talent Management
Education
University of Missouri-Saint Louis 1975 — 1979
associate, business
Joshua Maloney's Fidelity Investments Experience February 2000 - July 2002
Job Assistant Professor of Composition and Christian Worldview at Bethlehem College and Seminary
Industry Higher Education
Experience
Bethlehem College and Seminary August 2014 - Present
Bethlehem College and Seminary August 2010 - August 2014
Northwestern College April 2010 - May 2011
The MacLaurin Institute September 2009 - September 2010
Bethlehem College and Seminary August 2009 - December 2009
ITT Technical Institute March 2009 - June 2009
University of Minnesota September 2004 - May 2007
Fidelity Investments February 2000 - July 2002
Skills
Editing, Creative Writing, Teaching, Research, Curriculum Design, Higher Education, Public Speaking, Proofreading, Curriculum Development, Copy Editing, Strategic Planning
Education
University of Minnesota-Twin Cities 2004 — 2007
MFA, Creative Writing (Fiction)
University of New Hampshire 2001 — 2004
B.A., English
Bethlehem College and Seminary August 2014 - Present
Bethlehem College and Seminary August 2010 - August 2014
Northwestern College April 2010 - May 2011
The MacLaurin Institute September 2009 - September 2010
Bethlehem College and Seminary August 2009 - December 2009
ITT Technical Institute March 2009 - June 2009
University of Minnesota September 2004 - May 2007
Fidelity Investments February 2000 - July 2002
Skills
Editing, Creative Writing, Teaching, Research, Curriculum Design, Higher Education, Public Speaking, Proofreading, Curriculum Development, Copy Editing, Strategic Planning
Education
University of Minnesota-Twin Cities 2004 — 2007
MFA, Creative Writing (Fiction)
University of New Hampshire 2001 — 2004
B.A., English
Phyll Thackery's Fidelity Investments Experience August 2007 - April 2011
Job Pastor/Chaplain
Industry Religious Institutions
Experience
Fidelity Investments August 2007 - April 2011
Unity Church of Fort Worth September 2002 - May 2005
Skills
Public Speaking, Team Building, Leadership Development, Conflict Resolution, Leadership, System Administration
Education
Brite Divinity School, Texas Christian University 1993 — 1996
Doctorate of Ministry, Pastoral Care
Brite Divinity School, Texas Christian University 1990 — 1993
Masters of Divinity, M.Div.
University of Missouri-Columbia 1972 — 1976
Bachelor of Science, Recreation and Parks Administration
Fidelity Investments August 2007 - April 2011
Unity Church of Fort Worth September 2002 - May 2005
Skills
Public Speaking, Team Building, Leadership Development, Conflict Resolution, Leadership, System Administration
Education
Brite Divinity School, Texas Christian University 1993 — 1996
Doctorate of Ministry, Pastoral Care
Brite Divinity School, Texas Christian University 1990 — 1993
Masters of Divinity, M.Div.
University of Missouri-Columbia 1972 — 1976
Bachelor of Science, Recreation and Parks Administration
Steve Gasper's Fidelity Investments Experience September 1989 - March 1994
Job Sr Vice President at UBS
Industry Financial Services
Experience
UBS President,CEOFirst of Michigan CorporationApril 1994 - June 1996
Fidelity Investments September 1989 - March 1994
Education
University of Michigan - Stephen M. Ross School of Business 1965 — 1971
BBA,MBA, Finance/Marketing
UBS President,CEOFirst of Michigan CorporationApril 1994 - June 1996
Fidelity Investments September 1989 - March 1994
Education
University of Michigan - Stephen M. Ross School of Business 1965 — 1971
BBA,MBA, Finance/Marketing
Patrick House's Fidelity Investments Experience January 2015 - Present
Job Financial Associate Defined Contribution at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Casa Carbone Restaurant January 2011 - Present
Mediant Communications January 2014 - November 2014
Student Media Center University of Mississppi August 2010 - May 2011
Student Media Center May 2010 - August 2010
Skills
Marketing, Sales, Advertising, Marketing Strategy, Social Media, Customer Service, Management, Social Media Marketing, Public Speaking, Budgets, Strategic Planning, Sales Operations, Event Planning, Facebook, Nonprofits, Non-profit..., Data Analysis, Microsoft Word, Research, Project Management, Market Research, Investments, Strategy, Accounting, Finance, SEO, Email Marketing
Education
University of Mississippi - School of Business Administration 2007 — 2011
B.A., Managerial Finance
Cardinal Gibbons
Fidelity Investments January 2015 - Present
Casa Carbone Restaurant January 2011 - Present
Mediant Communications January 2014 - November 2014
Student Media Center University of Mississppi August 2010 - May 2011
Student Media Center May 2010 - August 2010
Skills
Marketing, Sales, Advertising, Marketing Strategy, Social Media, Customer Service, Management, Social Media Marketing, Public Speaking, Budgets, Strategic Planning, Sales Operations, Event Planning, Facebook, Nonprofits, Non-profit..., Data Analysis, Microsoft Word, Research, Project Management, Market Research, Investments, Strategy, Accounting, Finance, SEO, Email Marketing
Education
University of Mississippi - School of Business Administration 2007 — 2011
B.A., Managerial Finance
Cardinal Gibbons
Tim Svitkovich's Fidelity Investments Experience June 2006 - Present
Job Senior Director, Client Service Management, Stock Plan Services, at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Fidelity Investments June 2001 - May 2006
Fidelity Investments November 1993 - May 2001
Skills
Financial Services, Business Analysis, Vendor Management, Process Improvement, SDLC, Equities, Risk Management, Customer Service, Call Center, Portfolio Management, Relationship Management, Visio
Education
University of Michigan 1988 — 1993
Bachelor of Arts, Actuarial Mathematics
Fidelity Investments June 2006 - Present
Fidelity Investments June 2001 - May 2006
Fidelity Investments November 1993 - May 2001
Skills
Financial Services, Business Analysis, Vendor Management, Process Improvement, SDLC, Equities, Risk Management, Customer Service, Call Center, Portfolio Management, Relationship Management, Visio
Education
University of Michigan 1988 — 1993
Bachelor of Arts, Actuarial Mathematics
Eric Gaston's Fidelity Investments Experience August 2004 - Present
Job
Industry Financial Services
Experience
Fidelity Investments August 2004 - Present
Education
University of Michigan
Fidelity Investments August 2004 - Present
Education
University of Michigan
Denise Hutter's Fidelity Investments Experience October 1991 - Present
Job Vice President/Financial Consultant
Industry Financial Services
Experience
Fidelity Investments October 1991 - Present
Education
University of Michigan 1978 — 1982
Political Science/Business
Fidelity Investments October 1991 - Present
Education
University of Michigan 1978 — 1982
Political Science/Business
Nathan Lambert's Fidelity Investments Experience June 2011 - September 2011
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. June 2012 - September 2012
Fidelity Investments June 2011 - September 2011
Skills
Excel, Financial Analysis, Economics, PowerPoint, Financial Accounting, Investment Banking, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Microsoft Word, Investments, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Merrimack High School 2005 — 2009
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. June 2012 - September 2012
Fidelity Investments June 2011 - September 2011
Skills
Excel, Financial Analysis, Economics, PowerPoint, Financial Accounting, Investment Banking, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Microsoft Word, Investments, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Merrimack High School 2005 — 2009
Steffen Beck's Fidelity Investments Experience May 2013 - August 2013
Job Sales Support Specialist at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Eagle Asset Management July 2014 - September 2015
University of Minnesota Intercollegiate Athletics September 2010 - May 2014
AdvisorNet Financial January 2014 - April 2014
Fidelity Investments May 2013 - August 2013
LaFleur's Gymnastics Tampa May 2012 - August 2012
OAI May 2012 - August 2012
Skills
Athletics, Financial Services, Customer Service, Marketing, Sales, Sports Management, Sports Marketing, Emergency Medicine, Coaching, Sports Nutrition, Strength & Conditioning
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business Marketing Education
Raymond James Financial, Inc. September 2015 - Present
Eagle Asset Management July 2014 - September 2015
University of Minnesota Intercollegiate Athletics September 2010 - May 2014
AdvisorNet Financial January 2014 - April 2014
Fidelity Investments May 2013 - August 2013
LaFleur's Gymnastics Tampa May 2012 - August 2012
OAI May 2012 - August 2012
Skills
Athletics, Financial Services, Customer Service, Marketing, Sales, Sports Management, Sports Marketing, Emergency Medicine, Coaching, Sports Nutrition, Strength & Conditioning
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business Marketing Education
Carouac Clees's Fidelity Investments Experience January 1997 - January 2000
Job Private Institutional Investor
Industry Investment Management
Experience
Self-employed January 2005 - Present
Fidelity Investments January 1997 - January 2000
Education
University of Minnesota - Carlson School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1993 — 1997
Bachelor of Science (BS), Finance, General
Self-employed January 2005 - Present
Fidelity Investments January 1997 - January 2000
Education
University of Minnesota - Carlson School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1993 — 1997
Bachelor of Science (BS), Finance, General
april lai's Fidelity Investments Experience December 2012 - Present
Job Sr. Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments July 2007 - December 2012
Milliman November 2006 - July 2007
Fidelity Investments April 2000 - November 2006
Education
University of Missouri-Kansas City 1990 — 1993
Bachelor of Science (BS), Accounting
Penn Valley Community College-Missouri 1988 — 1990
Accounting
Fidelity Investments December 2012 - Present
Fidelity Investments July 2007 - December 2012
Milliman November 2006 - July 2007
Fidelity Investments April 2000 - November 2006
Education
University of Missouri-Kansas City 1990 — 1993
Bachelor of Science (BS), Accounting
Penn Valley Community College-Missouri 1988 — 1990
Accounting
Bill Bower's Fidelity Investments Experience
Job portfolio manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Western Michigan University - Haworth College of Business
Bachelor’s Degree
Fidelity Investments
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Western Michigan University - Haworth College of Business
Bachelor’s Degree
Steve Herzberg's Fidelity Investments Experience October 2000 - January 2004
Job Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2004 - Present
Fidelity Investments October 2000 - January 2004
UMB Bank 1999 - 2000
UMB Bank 1997 - 1999
Skills
ERISA, ESOP, Employee Benefits, Pension Administration, Compliance, Consulting, Non-Qualified Deferred..., Defined Benefit, Defined Contribution
Education
University of Missouri-Kansas City School of Law
Doctor of Law (JD)
Principal Financial Group January 2004 - Present
Fidelity Investments October 2000 - January 2004
UMB Bank 1999 - 2000
UMB Bank 1997 - 1999
Skills
ERISA, ESOP, Employee Benefits, Pension Administration, Compliance, Consulting, Non-Qualified Deferred..., Defined Benefit, Defined Contribution
Education
University of Missouri-Kansas City School of Law
Doctor of Law (JD)
Jill Wheeler's Fidelity Investments Experience 1989 - 1993
Job Sr. Director of Accounting and Order Processing at EBSCO Information Services
Industry Information Services
Experience
EBSCO Information Services 2005 - Present
EBSCO Publishing, Inc. 1994 - 2005
Fidelity Investments 1989 - 1993
Coopers & Lybrand 1986 - 1989
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Accounting
University of Michigan 1982 — 1984
College of LSA
EBSCO Information Services 2005 - Present
EBSCO Publishing, Inc. 1994 - 2005
Fidelity Investments 1989 - 1993
Coopers & Lybrand 1986 - 1989
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Accounting
University of Michigan 1982 — 1984
College of LSA
Ben Marshman's Fidelity Investments Experience January 1993 - January 1995
Job Consultant at BM Enterprises
Industry Financial Services
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank