Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Kevin Teague Kevin Teague's Fidelity Investments Experience January 2013 - Present
Job VP/Defined Contribution Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments December 2010 - January 2013
Fidelity Investments September 2007 - December 2010
Skills
Series 6, Retirement, Small Business, Series 63, Series 7, Employee Benefits, 401k, Asset Allocation, FINRA, Financial Services, Retirement Planning, Mutual Funds, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1998 — 2002
BA, History
Fidelity Investments January 2013 - Present
Fidelity Investments December 2010 - January 2013
Fidelity Investments September 2007 - December 2010
Skills
Series 6, Retirement, Small Business, Series 63, Series 7, Employee Benefits, 401k, Asset Allocation, FINRA, Financial Services, Retirement Planning, Mutual Funds, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1998 — 2002
BA, History
Don Alderman, PMP, CSM Don Alderman, PMP, CSM's Fidelity Investments Experience August 2012 - January 2013
Job Software Project Manager, contract via IT People Corp at Lenovo
Industry Information Technology and Services
Experience
Lenovo March 2015 - Present
Fidelity Investments August 2012 - January 2013
Progress Energy - Guidant Contractor July 2011 - February 2012
Nortel Networks 2003 - February 2010
Nortel Networks January 2000 - February 2010
BNR (Nortel) June 1987 - May 2000
Nortel Networks 1979 - 1987
Skills
Release Management, Customer Relations, Database Administration, Data Mining, Software Configuration..., Process Development, Metrics, SDLC, PMP, Process Improvement, Business Intelligence, Agile Methodologies, Project Management, Analysis, Data Analysis, Data Warehousing, CRM, Linux, Software Project..., PMO, MS Project, Waterfall, Telecommunications, Program Management, Software Development, Quality Assurance, Testing, Software Documentation, Cross-functional Team..., Integration, Databases, Six Sigma, Leadership, Business Process..., Unix, Customer Service, Software Engineering, Management, Vendor Management, Visio, Agile Project Management, VoIP, Project Portfolio..., Requirements Analysis, Resource Management, SharePoint, Test Planning, Business Process, Scrum, Requirements Gathering
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Science, Chemistry
Lenovo March 2015 - Present
Fidelity Investments August 2012 - January 2013
Progress Energy - Guidant Contractor July 2011 - February 2012
Nortel Networks 2003 - February 2010
Nortel Networks January 2000 - February 2010
BNR (Nortel) June 1987 - May 2000
Nortel Networks 1979 - 1987
Skills
Release Management, Customer Relations, Database Administration, Data Mining, Software Configuration..., Process Development, Metrics, SDLC, PMP, Process Improvement, Business Intelligence, Agile Methodologies, Project Management, Analysis, Data Analysis, Data Warehousing, CRM, Linux, Software Project..., PMO, MS Project, Waterfall, Telecommunications, Program Management, Software Development, Quality Assurance, Testing, Software Documentation, Cross-functional Team..., Integration, Databases, Six Sigma, Leadership, Business Process..., Unix, Customer Service, Software Engineering, Management, Vendor Management, Visio, Agile Project Management, VoIP, Project Portfolio..., Requirements Analysis, Resource Management, SharePoint, Test Planning, Business Process, Scrum, Requirements Gathering
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Science, Chemistry
Benjamin T. Starling Benjamin T. Starling's Fidelity Investments Experience June 2007 - August 2009
Job Business Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2013 - Present
Wells Fargo Securities March 2010 - September 2013
Fidelity Investments June 2007 - August 2009
Skills
Calypso, Derivatives, Back Office, Accounting, Business Analysis, Securities, GMI, Calypso Collateral, Calypso Configuration, Back Office Processing, UAT Testing, OTC Clearing, Technical Analysis, System Configuration, Data mapping, Technical Documentation, EMIR Reporting, MiFID, Functional...
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Wells Fargo Securities September 2013 - Present
Wells Fargo Securities March 2010 - September 2013
Fidelity Investments June 2007 - August 2009
Skills
Calypso, Derivatives, Back Office, Accounting, Business Analysis, Securities, GMI, Calypso Collateral, Calypso Configuration, Back Office Processing, UAT Testing, OTC Clearing, Technical Analysis, System Configuration, Data mapping, Technical Documentation, EMIR Reporting, MiFID, Functional...
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Hunter Motte's Fidelity Investments Experience August 2014 - August 2015
Job Financial Advisor at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2015 - Present
Fidelity Investments August 2014 - August 2015
Fluent Grp September 2013 - April 2014
UNC Hospitals August 2011 - April 2014
ClubFootball China June 2013 - August 2013
Intern Sushi March 2012 - May 2013
PlayUp USA, LLC. May 2012 - September 2012
PGA of America July 2012 - August 2012
UNC Gillings School of Public Health January 2012 - May 2012
Skills
Microsoft Word, Microsoft Power Point, Microsoft Excel, Matlab, Scilab, Intermediate Level..., DataStudio, Facebook, IBM Optim, Microsoft Office, Social Media, Public Speaking, Sports Marketing, PowerPoint, Entrepreneurship, Data Analysis, Sports Management, Research, Marketing, Sports
Education
University of North Carolina at Chapel Hill 2010 — 2014
BA, Exercise and Sport Science, Sport Administration
University of North Carolina at Chapel Hill 2010 — 2014
Voya Financial September 2015 - Present
Fidelity Investments August 2014 - August 2015
Fluent Grp September 2013 - April 2014
UNC Hospitals August 2011 - April 2014
ClubFootball China June 2013 - August 2013
Intern Sushi March 2012 - May 2013
PlayUp USA, LLC. May 2012 - September 2012
PGA of America July 2012 - August 2012
UNC Gillings School of Public Health January 2012 - May 2012
Skills
Microsoft Word, Microsoft Power Point, Microsoft Excel, Matlab, Scilab, Intermediate Level..., DataStudio, Facebook, IBM Optim, Microsoft Office, Social Media, Public Speaking, Sports Marketing, PowerPoint, Entrepreneurship, Data Analysis, Sports Management, Research, Marketing, Sports
Education
University of North Carolina at Chapel Hill 2010 — 2014
BA, Exercise and Sport Science, Sport Administration
University of North Carolina at Chapel Hill 2010 — 2014
Carolyn Rousseau Carolyn Rousseau's Fidelity Investments Experience July 2007 - Present
Job Principal Technology Risk Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2007 - Present
Fidelity Investments July 2005 - July 2007
Fidelity Investments July 2003 - July 2005
Fidelity Investments August 2000 - July 2003
Fidelity Investments December 1998 - August 2000
Fidelity Investments February 1998 - August 2000
Skills
Information Security, Security, CISSP, Information Technology, Information Security..., Identity Management, Active Directory, Computer Security, Integration, Data Security, Risk Analysis, Technical Support, Server Administration, Business Analysis, Access Management
Education
University of New Hampshire-Manchester 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments July 2007 - Present
Fidelity Investments July 2005 - July 2007
Fidelity Investments July 2003 - July 2005
Fidelity Investments August 2000 - July 2003
Fidelity Investments December 1998 - August 2000
Fidelity Investments February 1998 - August 2000
Skills
Information Security, Security, CISSP, Information Technology, Information Security..., Identity Management, Active Directory, Computer Security, Integration, Data Security, Risk Analysis, Technical Support, Server Administration, Business Analysis, Access Management
Education
University of New Hampshire-Manchester 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Brian Markham Brian Markham's Fidelity Investments Experience June 2015 - Present
Job Associate Software Engineer at Fidelity Investments
Industry
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - August 2014
UNC Effective Virtual Environments February 2013 - April 2014
UNC Student Stores August 2012 - January 2013
Dr. Caterina Gallippi Biomedical Engineering Research Lab August 2011 - December 2011
Air Force Research Laboratory August 2011 - November 2011
Air Force Research Laboratory June 2011 - August 2011
Education
UNC Chapel Hill 2011 — 2015
Centerville High School 2007 — 2011
High School Diploma
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - August 2014
UNC Effective Virtual Environments February 2013 - April 2014
UNC Student Stores August 2012 - January 2013
Dr. Caterina Gallippi Biomedical Engineering Research Lab August 2011 - December 2011
Air Force Research Laboratory August 2011 - November 2011
Air Force Research Laboratory June 2011 - August 2011
Education
UNC Chapel Hill 2011 — 2015
Centerville High School 2007 — 2011
High School Diploma
Jennifer Hines's Fidelity Investments Experience August 2015 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2015 - Present
University of North Carolina at Chapel Hill August 2014 - May 2015
Morehead Planetarium and Science Center August 2011 - May 2015
SMT (SportsMEDIA Technology Corp) May 2014 - August 2014
University of North Carolina at Chapel Hill August 2013 - May 2014
Skills
Java, Microsoft Office, SharePoint, Data Analysis, SQL, C#, HTML, Python, Software Development, Programming, Public Speaking, CSS, XAML
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor’s Degree, Mathematical Statistics (BS) and Computer Science (BA), 3.478
Fidelity Investments August 2015 - Present
University of North Carolina at Chapel Hill August 2014 - May 2015
Morehead Planetarium and Science Center August 2011 - May 2015
SMT (SportsMEDIA Technology Corp) May 2014 - August 2014
University of North Carolina at Chapel Hill August 2013 - May 2014
Skills
Java, Microsoft Office, SharePoint, Data Analysis, SQL, C#, HTML, Python, Software Development, Programming, Public Speaking, CSS, XAML
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor’s Degree, Mathematical Statistics (BS) and Computer Science (BA), 3.478
Audrey Riegling Audrey Riegling's Fidelity Investments Experience September 2011 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Helium Resources {formerly Fortis First Career Services} April 2009 - September 2011
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2003 - 2007
Fidelity Investments 2000 - 2003
PricewaterhouseCoopers 1999 - 2000
Skills
Investments, Financial Services, Talent Acquisition, New Business Development, Account Management, Relationship Management, Asset Managment, Project Management, Strategy, Business Strategy, Marketing, Recruiting, Management, Asset Management, Business Development, Leadership, Mergers & Acquisitions, Sales, Employee Benefits
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, Political Science, Philosophy
Fidelity Investments September 2011 - Present
Helium Resources {formerly Fortis First Career Services} April 2009 - September 2011
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2003 - 2007
Fidelity Investments 2000 - 2003
PricewaterhouseCoopers 1999 - 2000
Skills
Investments, Financial Services, Talent Acquisition, New Business Development, Account Management, Relationship Management, Asset Managment, Project Management, Strategy, Business Strategy, Marketing, Recruiting, Management, Asset Management, Business Development, Leadership, Mergers & Acquisitions, Sales, Employee Benefits
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, Political Science, Philosophy
Brandon Arrington's Fidelity Investments Experience September 2013 - December 2014
Job System Administrator at StoneGate Senior Living
Industry Information Technology and Services
Experience
StoneGate Senior Living December 2014 - Present
Fidelity Investments September 2013 - December 2014
Lenovo March 2013 - August 2013
Resolvit March 2013 - August 2013
University of North Carolina at Chapel Hill September 2008 - March 2013
Skills
Microsoft Office, Technical Writing, Windows 7, Technical Support, Customer Service, OS X, Troubleshooting, HTML, Qualitative Research, PowerPoint, Social Media, Norton Ghost, Windows, Operating Systems, Software Engineering, Visual Studio, C#, JavaScript, VBScript, Windows Imaging, Windows 8, Cloud Computing, Mobile Devices, Project Management, Lotus Notes, MS Project, BMC Remedy, Visio, SQL, Unix, PHP, ImageX, Ubuntu, CSS, Remote Desktop, Databases, Visual Basic, System Deployment, Web Development, Java, XML, Software Development, Eclipse, .NET, Microsoft SQL Server, SQLite
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Linguistics / Classics
StoneGate Senior Living December 2014 - Present
Fidelity Investments September 2013 - December 2014
Lenovo March 2013 - August 2013
Resolvit March 2013 - August 2013
University of North Carolina at Chapel Hill September 2008 - March 2013
Skills
Microsoft Office, Technical Writing, Windows 7, Technical Support, Customer Service, OS X, Troubleshooting, HTML, Qualitative Research, PowerPoint, Social Media, Norton Ghost, Windows, Operating Systems, Software Engineering, Visual Studio, C#, JavaScript, VBScript, Windows Imaging, Windows 8, Cloud Computing, Mobile Devices, Project Management, Lotus Notes, MS Project, BMC Remedy, Visio, SQL, Unix, PHP, ImageX, Ubuntu, CSS, Remote Desktop, Databases, Visual Basic, System Deployment, Web Development, Java, XML, Software Development, Eclipse, .NET, Microsoft SQL Server, SQLite
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Linguistics / Classics
Jill Boyle's Fidelity Investments Experience August 2015 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - July 2013
Fidelity Investments May 2012 - August 2012
Tactical Allocation Group June 2010 - July 2011
Skills
HTML, C++, Java, Visio, Visual Basic, SAS, XHTML, jQuery, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Salesforce.com, Stata, RRC, Splunk, CSS
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics and Computer Science, 3.5
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - July 2013
Fidelity Investments May 2012 - August 2012
Tactical Allocation Group June 2010 - July 2011
Skills
HTML, C++, Java, Visio, Visual Basic, SAS, XHTML, jQuery, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Salesforce.com, Stata, RRC, Splunk, CSS
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics and Computer Science, 3.5
Chad Connors Chad Connors's Fidelity Investments Experience January 2005 - January 2007
Job Associate Data Engineer at Dyn
Industry Computer Networking
Experience
Dyn June 2014 - Present
Take 4 October 2010 - Present
Dyn January 2013 - June 2014
RS Fireworks January 2007 - December 2012
Fidelity Investments January 2005 - January 2007
Rite Aid October 1997 - October 2005
Skills
SQL, HTML, PHP, Databases, Access, Windows, OS X, Linux, Microsoft Office, Customer Service, Troubleshooting, Networking, Team Leadership, CSS
Education
University of New Hampshire-Manchester 2008 — 2012
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Londonderry High School 1996 — 2000
Dyn June 2014 - Present
Take 4 October 2010 - Present
Dyn January 2013 - June 2014
RS Fireworks January 2007 - December 2012
Fidelity Investments January 2005 - January 2007
Rite Aid October 1997 - October 2005
Skills
SQL, HTML, PHP, Databases, Access, Windows, OS X, Linux, Microsoft Office, Customer Service, Troubleshooting, Networking, Team Leadership, CSS
Education
University of New Hampshire-Manchester 2008 — 2012
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Londonderry High School 1996 — 2000
Allison Deem's Fidelity Investments Experience October 2012 - Present
Job Benefits Consulting Representative at Fidelity
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Aon Hewitt July 2010 - September 2012
Hampton Inn June 2009 - May 2010
Skills
Proficient in Spanish, Microsoft Office, Exposure to MATLAB, SAS..., Outstanding..., Management, Pensions, Employee Benefits, Actuarial Science, Data Analysis, Defined Benefit, Financial Services
Education
UNC Chapel Hill 2006 — 2010
Bachelor of Science (BS), Mathematical Decision Sciences
Fidelity Investments October 2012 - Present
Aon Hewitt July 2010 - September 2012
Hampton Inn June 2009 - May 2010
Skills
Proficient in Spanish, Microsoft Office, Exposure to MATLAB, SAS..., Outstanding..., Management, Pensions, Employee Benefits, Actuarial Science, Data Analysis, Defined Benefit, Financial Services
Education
UNC Chapel Hill 2006 — 2010
Bachelor of Science (BS), Mathematical Decision Sciences
Camille Philyaw Camille Philyaw's Fidelity Investments Experience 2005 - 2008
Job Customer Service Representative at NIC Inc.
Industry Consumer Services
Experience
NIC Inc. June 2014 - Present
Time Warner Cable January 2014 - June 2014
Aetna Life Insurance Company October 2011 - October 2013
Victory Residential February 2009 - September 2011
Fidelity Investments 2005 - 2008
BCBSNC 2001 - 2005
Skills
System Administration, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Data Analysis, Team Building, Microsoft Word, Training, Visio, Quality Assurance, Leadership, Research, Public Speaking, Case Managment, Pharmaceutical Industry, Account Reconciliation, Employee Benefits, Compliance, HR Policies, Payroll, Internal Audit, Office Administration, Quality Control, Windows, Process Improvement, Project Management, Case Management, Software Documentation
Education
University of North Carolina at Chapel Hill 2000 — 2003
Business Administration and Management, General
NIC Inc. June 2014 - Present
Time Warner Cable January 2014 - June 2014
Aetna Life Insurance Company October 2011 - October 2013
Victory Residential February 2009 - September 2011
Fidelity Investments 2005 - 2008
BCBSNC 2001 - 2005
Skills
System Administration, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Data Analysis, Team Building, Microsoft Word, Training, Visio, Quality Assurance, Leadership, Research, Public Speaking, Case Managment, Pharmaceutical Industry, Account Reconciliation, Employee Benefits, Compliance, HR Policies, Payroll, Internal Audit, Office Administration, Quality Control, Windows, Process Improvement, Project Management, Case Management, Software Documentation
Education
University of North Carolina at Chapel Hill 2000 — 2003
Business Administration and Management, General
Carlton Price, CPA Carlton Price, CPA's Fidelity Investments Experience June 2014 - August 2014
Job Law Clerk at Narron O'Hale and Whittington
Industry Legal Services
Experience
Narron, O'Hale & Whittington May 2015 - Present
Blackman & Sloop, CPAs, P.A. January 2015 - April 2015
Fidelity Investments June 2014 - August 2014
UNC School of Law June 2014 - July 2014
McGladrey November 2011 - August 2013
UNC Wilmington May 2011 - October 2011
UNC Wilmington August 2010 - May 2011
UNC Wilmington July 2010 - May 2011
UNC Wilmington January 2010 - June 2010
Skills
Corporate Tax, Income Tax, Partnership Taxation, CPA, Legal Research, Legal Writing, Tax Law, Mergers & Acquisitions, Business Formation, Tax Preparation, Accounting, E-procurement, Business Systems..., Contract Management, Purchasing Processes
Education
University of North Carolina at Chapel Hill 2013 — 2016
Doctor of Law (JD)
University of North Carolina at Wilmington 2010 — 2011
Master of Science, Accountancy
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration, Accountancy
Narron, O'Hale & Whittington May 2015 - Present
Blackman & Sloop, CPAs, P.A. January 2015 - April 2015
Fidelity Investments June 2014 - August 2014
UNC School of Law June 2014 - July 2014
McGladrey November 2011 - August 2013
UNC Wilmington May 2011 - October 2011
UNC Wilmington August 2010 - May 2011
UNC Wilmington July 2010 - May 2011
UNC Wilmington January 2010 - June 2010
Skills
Corporate Tax, Income Tax, Partnership Taxation, CPA, Legal Research, Legal Writing, Tax Law, Mergers & Acquisitions, Business Formation, Tax Preparation, Accounting, E-procurement, Business Systems..., Contract Management, Purchasing Processes
Education
University of North Carolina at Chapel Hill 2013 — 2016
Doctor of Law (JD)
University of North Carolina at Wilmington 2010 — 2011
Master of Science, Accountancy
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration, Accountancy
Alisha Gardner Alisha Gardner's Fidelity Investments Experience January 2015 - Present
Job Financial AssociateFidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
National Residence Hall Honorary August 2013 - May 2014
Summit Consulting Group, LLC September 2013 - December 2013
Universidad de la Corporacion Americana June 2013 - July 2013
National Residence Hall Honorary September 2012 - May 2013
TIAA-CREF June 2012 - August 2012
UNC Residence Hall Association May 2011 - May 2012
Residence Hall Association October 2010 - May 2011
Skills
Microsoft Office..., Conversational spanish, Public Speaking, Leadership Development, Group Dynamics, Nonprofits, Recruiting, Community Outreach, Government, Public Policy, Politics, Training, Program Management, Leadership, Fundraising, Microsoft Office, Program Development
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics, Public Policy, Alumni
Sun Valley High School 2006 — 2010
Magna Cum Laude
Fidelity Investments January 2015 - Present
National Residence Hall Honorary August 2013 - May 2014
Summit Consulting Group, LLC September 2013 - December 2013
Universidad de la Corporacion Americana June 2013 - July 2013
National Residence Hall Honorary September 2012 - May 2013
TIAA-CREF June 2012 - August 2012
UNC Residence Hall Association May 2011 - May 2012
Residence Hall Association October 2010 - May 2011
Skills
Microsoft Office..., Conversational spanish, Public Speaking, Leadership Development, Group Dynamics, Nonprofits, Recruiting, Community Outreach, Government, Public Policy, Politics, Training, Program Management, Leadership, Fundraising, Microsoft Office, Program Development
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics, Public Policy, Alumni
Sun Valley High School 2006 — 2010
Magna Cum Laude
Rex Mercer Rex Mercer's Fidelity Investments Experience 2005 - 2008
Job Social Worker, Mental Health Therapist, MSW, LCSWA
Industry Mental Health Care
Experience
UNC Dept of Psychology Community Clinic August 2013 - May 2014
Alberta Professional Services October 2012 - August 2013
Freedom House Recovery Center September 2012 - April 2013
Inter-Faith Council for Social Service 2009 - 2012
Fidelity Investments 2005 - 2008
Fidelity Investments 2002 - 2005
IBM 1990 - 2002
Skills
Social Work, Mental Health Counseling, Nonprofits, Addiction Recovery, Program Management, Human Resources, Leadership, Management, Project Management, Fundraising, Policy, Social Services, Human Services, Career Counseling, Volunteer Management, Community Outreach, Coaching, Business Analysis, Employee Relations, HRIS
Education
University of North Carolina at Chapel Hill - School of Social Work 2011 — 2014
Master of Social Work
University of South Carolina-Columbia
Master of Personnel and Employee Relations (Human Resources)
University of North Carolina at Chapel Hill
BS, Business Administration
UNC Dept of Psychology Community Clinic August 2013 - May 2014
Alberta Professional Services October 2012 - August 2013
Freedom House Recovery Center September 2012 - April 2013
Inter-Faith Council for Social Service 2009 - 2012
Fidelity Investments 2005 - 2008
Fidelity Investments 2002 - 2005
IBM 1990 - 2002
Skills
Social Work, Mental Health Counseling, Nonprofits, Addiction Recovery, Program Management, Human Resources, Leadership, Management, Project Management, Fundraising, Policy, Social Services, Human Services, Career Counseling, Volunteer Management, Community Outreach, Coaching, Business Analysis, Employee Relations, HRIS
Education
University of North Carolina at Chapel Hill - School of Social Work 2011 — 2014
Master of Social Work
University of South Carolina-Columbia
Master of Personnel and Employee Relations (Human Resources)
University of North Carolina at Chapel Hill
BS, Business Administration
Jameer Logan's Fidelity Investments Experience October 2013 - May 2014
Job Listed Derivatives Operations Specialist
Industry Financial Services
Experience
Credit Suisse August 2014 - Present
Credit Suisse May 2014 - July 2014
Fidelity Investments October 2013 - May 2014
Carolina Capital Markets October 2012 - May 2013
Skills
Financial Understanding, Security Analysis, Data Analysis, Critical Thinking, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Financial Analysis, Time Management, Research, Public Speaking, Customer Service, Access, Microsoft Word, Analysis, Finance, Spanish, Economics, Teamwork, Investments
Education
University of North Carolina at Chapel Hill 2011 — 2013
BA, Economics
Wake Technical Community College 2009 — 2011
Associate of Arts (AA)
Credit Suisse August 2014 - Present
Credit Suisse May 2014 - July 2014
Fidelity Investments October 2013 - May 2014
Carolina Capital Markets October 2012 - May 2013
Skills
Financial Understanding, Security Analysis, Data Analysis, Critical Thinking, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Financial Analysis, Time Management, Research, Public Speaking, Customer Service, Access, Microsoft Word, Analysis, Finance, Spanish, Economics, Teamwork, Investments
Education
University of North Carolina at Chapel Hill 2011 — 2013
BA, Economics
Wake Technical Community College 2009 — 2011
Associate of Arts (AA)
Kathleen Freitas Kathleen Freitas's Fidelity Investments Experience July 2014 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2011 - December 2012
Fidelity Investments May 2010 - August 2010
Skills
Data Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor, Mathematical Decision Science- Statistics and Operations Research
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2011 - December 2012
Fidelity Investments May 2010 - August 2010
Skills
Data Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor, Mathematical Decision Science- Statistics and Operations Research
Richard Conley Richard Conley's Fidelity Investments Experience May 2008 - May 2010
Job Risk and Analytics at Barclays
Industry Investment Banking
Experience
Barclays November 2014 - Present
Barclays August 2012 - November 2014
Credit Suisse November 2011 - August 2012
Credit Suisse May 2010 - November 2011
Fidelity Investments May 2008 - May 2010
Nordstrom August 2005 - March 2010
Vesel & Associates September 2007 - March 2008
Redclass September 2003 - 2005
Skills
Process Improvement, Business Analysis, Security, Investment Banking, Active Directory, Vendor Management, Project Management, Financial Analysis, Microsoft Office, Visio, Financial Modeling, Portfolio Management, BMC Remedy, Financial Services, Banking, Investments, Program Management, Data Analysis, Corporate Finance, Risk Management, Relationship Management, SDLC, Dodd-Frank, Openlink, Collateral Management, Disaster Recovery, Leadership, Management, Analysis
Education
University of North Carolina at Chapel Hill 2003 — 2009
BA, Management and Society
North Carolina School of Science and Mathematics 2001 — 2003
Barclays November 2014 - Present
Barclays August 2012 - November 2014
Credit Suisse November 2011 - August 2012
Credit Suisse May 2010 - November 2011
Fidelity Investments May 2008 - May 2010
Nordstrom August 2005 - March 2010
Vesel & Associates September 2007 - March 2008
Redclass September 2003 - 2005
Skills
Process Improvement, Business Analysis, Security, Investment Banking, Active Directory, Vendor Management, Project Management, Financial Analysis, Microsoft Office, Visio, Financial Modeling, Portfolio Management, BMC Remedy, Financial Services, Banking, Investments, Program Management, Data Analysis, Corporate Finance, Risk Management, Relationship Management, SDLC, Dodd-Frank, Openlink, Collateral Management, Disaster Recovery, Leadership, Management, Analysis
Education
University of North Carolina at Chapel Hill 2003 — 2009
BA, Management and Society
North Carolina School of Science and Mathematics 2001 — 2003
Huong Do Huong Do's Fidelity Investments Experience March 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Skills
Retirement Planning, Retirement, 401k, Investments, Mutual Funds, Asset Allocation, Finance, Securities, Wealth Management, Financial Services, strategic investment...
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor's degree
Fidelity Investments March 2015 - Present
Skills
Retirement Planning, Retirement, 401k, Investments, Mutual Funds, Asset Allocation, Finance, Securities, Wealth Management, Financial Services, strategic investment...
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor's degree
Ronnie Gregory, CFA's Fidelity Investments Experience November 2009 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
Bank of America 2003 - November 2009
Education
University of New Orleans 1989 — 1997
MBA, Finance
University of New Orleans
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments November 2009 - Present
Bank of America 2003 - November 2009
Education
University of New Orleans 1989 — 1997
MBA, Finance
University of New Orleans
Bachelor of Business Administration (BBA), Finance, General
Joe Gonwa's Fidelity Investments Experience July 2008 - July 2011
Job Business Analyst
Industry Computer Software
Experience
XS, Inc. July 2011 - Present
Two Toasters July 2013 - March 2014
Fidelity Investments July 2008 - July 2011
Skills
Business Analysis, Project Coordination, Process Improvement, SharePoint, Test Planning, Visio, SQL, Software Project..., Requirements Gathering, Proposal Writing, Acceptance Criteria, Agile Methodolgy, Mockups, Product Acceptance, SOW, TFS, C#, XML, ASP.NET, Requirements Analysis, Business Requirements, Database Design, Microsoft SQL Server, Databases, T-SQL, Visual Basic, SSRS, Systems Analysis, Web Applications, Agile Methodologies, Scrum
Education
University of North Carolina at Chapel Hill 2004 — 2007
BA, English
XS, Inc. July 2011 - Present
Two Toasters July 2013 - March 2014
Fidelity Investments July 2008 - July 2011
Skills
Business Analysis, Project Coordination, Process Improvement, SharePoint, Test Planning, Visio, SQL, Software Project..., Requirements Gathering, Proposal Writing, Acceptance Criteria, Agile Methodolgy, Mockups, Product Acceptance, SOW, TFS, C#, XML, ASP.NET, Requirements Analysis, Business Requirements, Database Design, Microsoft SQL Server, Databases, T-SQL, Visual Basic, SSRS, Systems Analysis, Web Applications, Agile Methodologies, Scrum
Education
University of North Carolina at Chapel Hill 2004 — 2007
BA, English
David Winograd David Winograd's Fidelity Investments Experience 2000 - 2004
Job FMLA Leave Specialist
Industry Hospital & Health Care
Experience
Liberty Mutual Insurance July 2012 - Present
Lakes Region Disabled Sports December 2008 - Present
Choicelinx July 2011 - January 2012
UnitedHealth Group December 2008 - July 2011
Villa Realty Group, Inc November 2005 - September 2008
JP Morgan 2004 - 2005
Fidelity Investments 2000 - 2004
Skills
Employee Benefits, Insurance, Process Improvement, Customer Service, Microsoft Office, Salesforce.com, Team Building, Public Speaking, Strategic Planning, SQL, Customer Satisfaction, Management, Marketing, Microsoft SQL Server, Social Media Marketing, Social Media, Call Center, SaaS, Lead Generation, New Business Development, Call Centers, Leadership, Microsoft Excel, Program Management, Training, Vendor Management
Education
University of New Haven 1990 — 1994
Bachelor's degree, Business Administration with a Criminal Justive Minor
Liberty Mutual Insurance July 2012 - Present
Lakes Region Disabled Sports December 2008 - Present
Choicelinx July 2011 - January 2012
UnitedHealth Group December 2008 - July 2011
Villa Realty Group, Inc November 2005 - September 2008
JP Morgan 2004 - 2005
Fidelity Investments 2000 - 2004
Skills
Employee Benefits, Insurance, Process Improvement, Customer Service, Microsoft Office, Salesforce.com, Team Building, Public Speaking, Strategic Planning, SQL, Customer Satisfaction, Management, Marketing, Microsoft SQL Server, Social Media Marketing, Social Media, Call Center, SaaS, Lead Generation, New Business Development, Call Centers, Leadership, Microsoft Excel, Program Management, Training, Vendor Management
Education
University of New Haven 1990 — 1994
Bachelor's degree, Business Administration with a Criminal Justive Minor
Jeremy McDonald, CFP®'s Fidelity Investments Experience March 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments February 2012 - February 2013
Skills
Series 7, Series 6, Series 63, Mutual Funds, Securities, Investments, Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., Strategic Planning
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments March 2013 - Present
Fidelity Investments February 2012 - February 2013
Skills
Series 7, Series 6, Series 63, Mutual Funds, Securities, Investments, Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., Strategic Planning
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Brian Gottfried Brian Gottfried's Fidelity Investments Experience May 2013 - May 2014
Job Software Developer at Epic
Industry Computer Software
Experience
Epic August 2014 - Present
Fidelity Investments May 2013 - May 2014
Rates Direct, Inc July 2012 - November 2012
Skills
Software Development, Java, SQL, NoSQL
Education
University of North Carolina at Chapel Hill 2010 — 2014
Computer Science
Epic August 2014 - Present
Fidelity Investments May 2013 - May 2014
Rates Direct, Inc July 2012 - November 2012
Skills
Software Development, Java, SQL, NoSQL
Education
University of North Carolina at Chapel Hill 2010 — 2014
Computer Science
Dawn Higgins, CTFA Dawn Higgins, CTFA's Fidelity Investments Experience October 2014 - Present
Job Client Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments December 2012 - October 2014
Fidelity Investments December 2011 - December 2012
Fidelity Personal Trust Company October 2008 - November 2011
Fidelity Investments May 2005 - October 2008
Skills
Portfolio Management, Mutual Funds, Wealth Management, Estate Planning, Securities, Leadership, Investments, Series 7, Retirement Planning, Financial Services, Retirement, Investment Management
Education
Cannon Financial Institute 2009 — 2011
CTFA, Trust School
University of New Hampshire-Manchester 1989 — 1995
Paralegal Studies, Law
Montgomery High School
Fidelity Investments October 2014 - Present
Fidelity Investments December 2012 - October 2014
Fidelity Investments December 2011 - December 2012
Fidelity Personal Trust Company October 2008 - November 2011
Fidelity Investments May 2005 - October 2008
Skills
Portfolio Management, Mutual Funds, Wealth Management, Estate Planning, Securities, Leadership, Investments, Series 7, Retirement Planning, Financial Services, Retirement, Investment Management
Education
Cannon Financial Institute 2009 — 2011
CTFA, Trust School
University of New Hampshire-Manchester 1989 — 1995
Paralegal Studies, Law
Montgomery High School
Scott Innes Scott Innes's Fidelity Investments Experience October 2009 - Present
Job Tax Exempt Representative at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2009 - Present
Valvoline January 2008 - October 2009
Skills
HTML/XHTML, CSS, SQL, MySQL, MySQL Tools, Linux, Windows, Microsoft Office Suite, Adobe Creative Suite, PHP, phpMyAdmin, Wikis, Agile Project Management
Education
University of New Hampshire-Manchester 2007 — 2011
BS, Computer Information Systems
Fidelity Investments October 2009 - Present
Valvoline January 2008 - October 2009
Skills
HTML/XHTML, CSS, SQL, MySQL, MySQL Tools, Linux, Windows, Microsoft Office Suite, Adobe Creative Suite, PHP, phpMyAdmin, Wikis, Agile Project Management
Education
University of New Hampshire-Manchester 2007 — 2011
BS, Computer Information Systems
Gerald Gividen Gerald Gividen's Fidelity Investments Experience May 2007 - February 2009
Job Manager, Leader and Innovator
Industry Financial Services
Experience
ANON Provider February 2012 - Present
GDG Consulting July 2011 - February 2012
Merrill Edge May 2009 - June 2011
Fidelity Investments May 2007 - February 2009
SCORE August 2006 - December 2007
P&O Ports North America December 2002 - August 2005
P&O Ports Louisiana March 2000 - December 2002
New Orleans Marine Contractors, Inc. September 1979 - March 2000
Puerto RIco Marine Management, Inc. June 1978 - September 1979
Sealand Service, Inc January 1974 - June 1978
Skills
Team Building, Operations Management, Process Improvement, Negotiation, Customer Relations, Troubleshooting, Software Design, Profitability, Emergency Management, Strategic Planning, Problem Solving, Change Management, Budgeting, Team Leadership, Planning, Customer Service, Contract Negotiation, Business Strategy, Coaching, Cross-functional Team..., P&L Management, Analysis, Cost Reduction, Business Planning, Continuous Improvement, Customer Satisfaction, Policy, Management, Budgets, Project Planning, Logistics, Performance Management, Project Management, Risk Management, Strategy, CRM, Financial Analysis, Vendor Management, Business Analysis, Program Management, Strategic Financial..., Managerial Finance, Business Development, New Business Development, Profit, Business Process..., Transportation, Logistics Management, Supply Chain Management
Education
University of New Orleans 1997 — 1999
No, Master Computer Science
University of New Orleans 1982 — 1985
MBA, Master Business Administration
Vanderbilt University 1970 — 1973
BA, Economics, Business Administration
The Principia 1964 — 1970
HS, College Prepatory
ANON Provider February 2012 - Present
GDG Consulting July 2011 - February 2012
Merrill Edge May 2009 - June 2011
Fidelity Investments May 2007 - February 2009
SCORE August 2006 - December 2007
P&O Ports North America December 2002 - August 2005
P&O Ports Louisiana March 2000 - December 2002
New Orleans Marine Contractors, Inc. September 1979 - March 2000
Puerto RIco Marine Management, Inc. June 1978 - September 1979
Sealand Service, Inc January 1974 - June 1978
Skills
Team Building, Operations Management, Process Improvement, Negotiation, Customer Relations, Troubleshooting, Software Design, Profitability, Emergency Management, Strategic Planning, Problem Solving, Change Management, Budgeting, Team Leadership, Planning, Customer Service, Contract Negotiation, Business Strategy, Coaching, Cross-functional Team..., P&L Management, Analysis, Cost Reduction, Business Planning, Continuous Improvement, Customer Satisfaction, Policy, Management, Budgets, Project Planning, Logistics, Performance Management, Project Management, Risk Management, Strategy, CRM, Financial Analysis, Vendor Management, Business Analysis, Program Management, Strategic Financial..., Managerial Finance, Business Development, New Business Development, Profit, Business Process..., Transportation, Logistics Management, Supply Chain Management
Education
University of New Orleans 1997 — 1999
No, Master Computer Science
University of New Orleans 1982 — 1985
MBA, Master Business Administration
Vanderbilt University 1970 — 1973
BA, Economics, Business Administration
The Principia 1964 — 1970
HS, College Prepatory
Jonathan Trimble Jonathan Trimble's Fidelity Investments Experience January 2015 - Present
Job QA Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - December 2014
Skills
Java, JavaScript, MySQL, HTML, PHP, Microsoft Office, Ant, HP Quality Center, Eclipse, SharePoint, ClearCase, Mobile Applications, Database Design, Software Quality..., Troubleshooting, Technical Writing, Agile Testing, Agile Methodologies, Test Automation, QA Engineering
Education
University of New Hampshire-Manchester 2008 — 2016
Bachelor of Science (BS), Computer Information Systems
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - December 2014
Skills
Java, JavaScript, MySQL, HTML, PHP, Microsoft Office, Ant, HP Quality Center, Eclipse, SharePoint, ClearCase, Mobile Applications, Database Design, Software Quality..., Troubleshooting, Technical Writing, Agile Testing, Agile Methodologies, Test Automation, QA Engineering
Education
University of New Hampshire-Manchester 2008 — 2016
Bachelor of Science (BS), Computer Information Systems
Jeremy Sullivan Jeremy Sullivan's Fidelity Investments Experience July 2014 - Present
Job Associate Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2014 - Present
Lifedash, Inc. May 2012 - May 2014
Fidelity Investments May 2013 - August 2013
UNC Kenan-Flagler May 2011 - May 2012
Skills
Java, Python, Spring Framework, jQuery, PHP, HTML 5, CSS, SQL, Android Development, Visual C#, SOA, RESTful WebServices, JavaScript, Microsoft Office, HTML, XML, Agile Methodologies, Web Applications, User Interface
Education
University of North Carolina at Chapel Hill 2010 — 2014
BS, Computer Science
Fidelity Investments July 2014 - Present
Lifedash, Inc. May 2012 - May 2014
Fidelity Investments May 2013 - August 2013
UNC Kenan-Flagler May 2011 - May 2012
Skills
Java, Python, Spring Framework, jQuery, PHP, HTML 5, CSS, SQL, Android Development, Visual C#, SOA, RESTful WebServices, JavaScript, Microsoft Office, HTML, XML, Agile Methodologies, Web Applications, User Interface
Education
University of North Carolina at Chapel Hill 2010 — 2014
BS, Computer Science
Diyang Qu Diyang Qu's Fidelity Investments Experience January 2014 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2014 - Present
University of North Carolina at Chapel Hill August 2013 - December 2013
University of North Carolina at Chapel Hill August 2013 - December 2013
Skills
Java, C, Python, Assembly Language, Socket Programming, Web Development, JavaScript, R, Relational Databases, MySQL, Programming, Software Development, Subversion, jQuery
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Computer Science, 3.5 GPA
University of North Carolina at Chapel Hill 2009 — 2012
Mathematical Statistics and Probability Minor
Fidelity Investments January 2014 - Present
University of North Carolina at Chapel Hill August 2013 - December 2013
University of North Carolina at Chapel Hill August 2013 - December 2013
Skills
Java, C, Python, Assembly Language, Socket Programming, Web Development, JavaScript, R, Relational Databases, MySQL, Programming, Software Development, Subversion, jQuery
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Computer Science, 3.5 GPA
University of North Carolina at Chapel Hill 2009 — 2012
Mathematical Statistics and Probability Minor
Frank Oliver's Fidelity Investments Experience June 2015 - Present
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments April 2014 - May 2015
Fidelity Investments April 2013 - April 2014
Fidelity Investments April 2012 - April 2013
Skills
Marketing, Customer Service, Social Media, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Team Building, Microsoft Office, Customer Satisfaction, Leadership, Sales, Time Management, Business Analysis, Business Strategy, Data Analysis, Finance, Outlook, Team Leadership, Social Networking
Education
University of New Hampshire-Manchester 2008 — 2011
Bachelor, Business Management
Fidelity Investments June 2015 - Present
Fidelity Investments April 2014 - May 2015
Fidelity Investments April 2013 - April 2014
Fidelity Investments April 2012 - April 2013
Skills
Marketing, Customer Service, Social Media, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Team Building, Microsoft Office, Customer Satisfaction, Leadership, Sales, Time Management, Business Analysis, Business Strategy, Data Analysis, Finance, Outlook, Team Leadership, Social Networking
Education
University of New Hampshire-Manchester 2008 — 2011
Bachelor, Business Management
Kevin Pion Kevin Pion's Fidelity Investments Experience July 2014 - Present
Job Associate Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
Digitalsmiths June 2011 - July 2011
Skills
Microsoft Office, OS X, Java, JavaScript
Education
UNC Chapel Hill 2010 — 2014
Undergraduate, Computer Science
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
Digitalsmiths June 2011 - July 2011
Skills
Microsoft Office, OS X, Java, JavaScript
Education
UNC Chapel Hill 2010 — 2014
Undergraduate, Computer Science
Dawn Prince-Cohee Dawn Prince-Cohee's Fidelity Investments Experience October 2007 - February 2009
Job Assistant Vice President & Project Manager at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank June 2013 - Present
Cisco Systems January 2012 - May 2013
Principal Financial Group September 2011 - December 2011
AT&T July 2010 - September 2011
Prism Consulting March 2009 - August 2010
SouthLight April 2009 - November 2009
Fidelity Investments October 2007 - February 2009
Peopleclick (now Peoplefluent) September 2006 - October 2007
Vurv (now Taleo) 2006 - 2006
Recruitmax 2006 - 2006
Skills
Government, Editing, Vendor Management, SDLC, Project Management, Business Process..., Business Analysis, Human Resources, Cross-functional Team..., Software Development, Requirements Analysis, Databases, Software Documentation, Business Intelligence, Agile Methodologies, CRM, Software Project...
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, Journalism/Women's Studies
East Wake High School 1989 — 1993
Diploma, High School
Ligon Middle School 1986 — 1989
N/A, General Studies
Deutsche Bank June 2013 - Present
Cisco Systems January 2012 - May 2013
Principal Financial Group September 2011 - December 2011
AT&T July 2010 - September 2011
Prism Consulting March 2009 - August 2010
SouthLight April 2009 - November 2009
Fidelity Investments October 2007 - February 2009
Peopleclick (now Peoplefluent) September 2006 - October 2007
Vurv (now Taleo) 2006 - 2006
Recruitmax 2006 - 2006
Skills
Government, Editing, Vendor Management, SDLC, Project Management, Business Process..., Business Analysis, Human Resources, Cross-functional Team..., Software Development, Requirements Analysis, Databases, Software Documentation, Business Intelligence, Agile Methodologies, CRM, Software Project...
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, Journalism/Women's Studies
East Wake High School 1989 — 1993
Diploma, High School
Ligon Middle School 1986 — 1989
N/A, General Studies
Cindy McCracken's Fidelity Investments Experience September 2012 - Present
Job Senior User Experience Researcher at Fidelity Investments
Industry Internet
Experience
Fidelity Investments September 2012 - Present
BB&T April 2012 - August 2012
iContact June 2008 - March 2012
Motricity September 2005 - September 2007
School of Information and Library Science, UNC August 2003 - May 2005
News and Observer August 2004 - December 2004
ExplorNet October 1999 - July 2003
1999 Special Olympics World Summer Games January 1999 - August 1999
Lexington Herald-Leader April 1996 - August 1998
Owensboro Messenger-Inquirer October 1992 - April 1996
Skills
Usability Testing, Information Architecture, User Experience, User Interface Design, Writing, Survey Creation and..., Focus Groups, Editing, Interviewing, Cognitive Walkthroughs, Competitive Analysis, Heuristic Evaluations, Data Analysis, Contextual Inquiry, Unmoderated Remote..., Product Strategy, Product Design, Mobile Design, Project Management, User Scenarios, Prototyping, Still-Photo Surveys, Affinity Diagramming, Storyboarding, Card Sorting, Prototype, Analysis, Heuristic Evaluation, Product Management, Cognitive Walkthrough, Persona, Task Analysis, User Research, Interviews, Wireframes, User-centered Design, Interaction Design, Usability
Education
University of North Carolina at Chapel Hill 2003 — 2005
MSIS, Information Science
Western Kentucky University 1987 — 1992
B.A., English, Journalism
Fidelity Investments September 2012 - Present
BB&T April 2012 - August 2012
iContact June 2008 - March 2012
Motricity September 2005 - September 2007
School of Information and Library Science, UNC August 2003 - May 2005
News and Observer August 2004 - December 2004
ExplorNet October 1999 - July 2003
1999 Special Olympics World Summer Games January 1999 - August 1999
Lexington Herald-Leader April 1996 - August 1998
Owensboro Messenger-Inquirer October 1992 - April 1996
Skills
Usability Testing, Information Architecture, User Experience, User Interface Design, Writing, Survey Creation and..., Focus Groups, Editing, Interviewing, Cognitive Walkthroughs, Competitive Analysis, Heuristic Evaluations, Data Analysis, Contextual Inquiry, Unmoderated Remote..., Product Strategy, Product Design, Mobile Design, Project Management, User Scenarios, Prototyping, Still-Photo Surveys, Affinity Diagramming, Storyboarding, Card Sorting, Prototype, Analysis, Heuristic Evaluation, Product Management, Cognitive Walkthrough, Persona, Task Analysis, User Research, Interviews, Wireframes, User-centered Design, Interaction Design, Usability
Education
University of North Carolina at Chapel Hill 2003 — 2005
MSIS, Information Science
Western Kentucky University 1987 — 1992
B.A., English, Journalism
Garry C. Miller Jr.'s Fidelity Investments Experience May 2012 - May 2013
Job Scrum Master at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group August 2014 - Present
Mitchell College September 2012 - Present
Natural Markets Food Group May 2013 - February 2014
Fidelity Investments May 2012 - May 2013
United Natural Foods October 2009 - April 2012
Dell Perot Systems 2007 - 2009
Operation Blessings 2001 - 2007
Alcatel-Lucent 2004 - 2006
Skills
Analytics, Finance, Healthcare, Systems Analysis, Visio, Program Management, Business Analysis, Project Management, Process Improvement, Vendor Management, SDLC, SharePoint, PMP, Business Process..., Process Engineering, ERP, Enterprise Architecture, Change Management, Budgets, IT Strategy, Risk Management, MS Project, Software Project..., ITIL, Requirements Analysis, Operations Management, Agile Methodologies, Integration, Analysis, Strategic Planning, Requirements Gathering, Testing, Cross-functional Team..., Business Intelligence, IT Management, PMO, Business Process, Quality Assurance, Software Documentation, Data Analysis, Team Building, Resource Management, Project Planning, SQL, Databases, Project Portfolio..., Team Leadership, Project Delivery, Six Sigma, Management
Education
University of New Haven 2011 — 2013
Master of Science (M.S.), Engingeering and Operations Management
The University of Texas at Dallas - School of Management 2003 — 2007
Bachelor of Science, Finance; Minor in Economics
UnitedHealth Group August 2014 - Present
Mitchell College September 2012 - Present
Natural Markets Food Group May 2013 - February 2014
Fidelity Investments May 2012 - May 2013
United Natural Foods October 2009 - April 2012
Dell Perot Systems 2007 - 2009
Operation Blessings 2001 - 2007
Alcatel-Lucent 2004 - 2006
Skills
Analytics, Finance, Healthcare, Systems Analysis, Visio, Program Management, Business Analysis, Project Management, Process Improvement, Vendor Management, SDLC, SharePoint, PMP, Business Process..., Process Engineering, ERP, Enterprise Architecture, Change Management, Budgets, IT Strategy, Risk Management, MS Project, Software Project..., ITIL, Requirements Analysis, Operations Management, Agile Methodologies, Integration, Analysis, Strategic Planning, Requirements Gathering, Testing, Cross-functional Team..., Business Intelligence, IT Management, PMO, Business Process, Quality Assurance, Software Documentation, Data Analysis, Team Building, Resource Management, Project Planning, SQL, Databases, Project Portfolio..., Team Leadership, Project Delivery, Six Sigma, Management
Education
University of New Haven 2011 — 2013
Master of Science (M.S.), Engingeering and Operations Management
The University of Texas at Dallas - School of Management 2003 — 2007
Bachelor of Science, Finance; Minor in Economics
Gracie Randall Gracie Randall's Fidelity Investments Experience September 2012 - Present
Job Associate Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Mellow Mushroom September 2011 - March 2013
Clinverse Inc. July 2012 - September 2012
YMCA of the Triangle May 2006 - September 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Risk Management, Strategic Planning, Investments, Business Analysis, Data Analysis, Leadership, Access
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.S., Statistics and Economics
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Mathematical Decision Sciences and Economics
Fidelity Investments September 2012 - Present
Mellow Mushroom September 2011 - March 2013
Clinverse Inc. July 2012 - September 2012
YMCA of the Triangle May 2006 - September 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Risk Management, Strategic Planning, Investments, Business Analysis, Data Analysis, Leadership, Access
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.S., Statistics and Economics
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Mathematical Decision Sciences and Economics
Hunter Payne's Fidelity Investments Experience 2001 - 2006
Job Managing Partner and Chief Legal Officer at Harbour Capital Advisors
Industry Investment Management
Experience
Harbour Capital Advisors July 2011 - Present
U.S. Trust, Bank of America Private Wealth Management January 2006 - June 2011
Fidelity Investments 2001 - 2006
Ernst & Young, LLP 1999 - 2001
Arthur Andersen & Co. 1997 - 1999
Brooks, Stevens, & Pope 1995 - 1997
Skills
Tax, Wealth Transfer Planning, Estate Tax Planning, Inheritance Tax Planning, Family Business, Charitable Trusts, Private Foundations, Private Companies, Asset Protection, Trusts, Exit Strategies, Succession Planning, Pre-sales Consultancy, Estate Planning, Retirement Planning, High Net Worth..., Wealth, Wealth Management, Retirement, Risk Management, Financial Advisory, Asset Management, Investments, Securities, Investment Strategies, Pensions, Alternative Investments, Mutual Funds, Asset Allocation, Investment Advisory, Private Banking, Wealth Management..., Strategic Financial..., Asset Managment, Private Equity, Financial Planners, Series 7, Hedge Funds, FINRA, Family Office, Trust Services, Equities, Series 65, Investment Management, Due Diligence, Portfolio Management, Mergers & Acquisitions, Series 63, Financial Planning
Education
University of North Carolina School of Law 1992 — 1995
JD, Taxation
University of North Carolina at Chapel Hill 1988 — 1992
BA
Page High School 1984 — 1988
Harbour Capital Advisors July 2011 - Present
U.S. Trust, Bank of America Private Wealth Management January 2006 - June 2011
Fidelity Investments 2001 - 2006
Ernst & Young, LLP 1999 - 2001
Arthur Andersen & Co. 1997 - 1999
Brooks, Stevens, & Pope 1995 - 1997
Skills
Tax, Wealth Transfer Planning, Estate Tax Planning, Inheritance Tax Planning, Family Business, Charitable Trusts, Private Foundations, Private Companies, Asset Protection, Trusts, Exit Strategies, Succession Planning, Pre-sales Consultancy, Estate Planning, Retirement Planning, High Net Worth..., Wealth, Wealth Management, Retirement, Risk Management, Financial Advisory, Asset Management, Investments, Securities, Investment Strategies, Pensions, Alternative Investments, Mutual Funds, Asset Allocation, Investment Advisory, Private Banking, Wealth Management..., Strategic Financial..., Asset Managment, Private Equity, Financial Planners, Series 7, Hedge Funds, FINRA, Family Office, Trust Services, Equities, Series 65, Investment Management, Due Diligence, Portfolio Management, Mergers & Acquisitions, Series 63, Financial Planning
Education
University of North Carolina School of Law 1992 — 1995
JD, Taxation
University of North Carolina at Chapel Hill 1988 — 1992
BA
Page High School 1984 — 1988
Kenyatta Fitts Kenyatta Fitts's Fidelity Investments Experience April 2012 - Present
Job PMP Certified Project Manager
Industry Insurance
Experience
Fidelity Investments April 2012 - Present
BCBSNC September 2004 - April 2012
Skills
Health Insurance, Insurance, HIPAA, Medicare, Employee Benefits, Process Improvement, Healthcare, Health Policy, Medicaid, Call Center, Managed Care, Healthcare Industry, Data Entry, Healthcare Management, Underwriting, Risk Management, Claim, Provider Relations, Life Insurance, Visio, General Insurance, SDLC, Project Management, Leadership, Program Management, Vendor Management
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Science, Psychology
Fidelity Investments April 2012 - Present
BCBSNC September 2004 - April 2012
Skills
Health Insurance, Insurance, HIPAA, Medicare, Employee Benefits, Process Improvement, Healthcare, Health Policy, Medicaid, Call Center, Managed Care, Healthcare Industry, Data Entry, Healthcare Management, Underwriting, Risk Management, Claim, Provider Relations, Life Insurance, Visio, General Insurance, SDLC, Project Management, Leadership, Program Management, Vendor Management
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Science, Psychology
Kelley Grogan Kelley Grogan's Fidelity Investments Experience June 2015 - Present
Job Business / Information Researcher at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments June 2015 - Present
ITT Technical Institute 2011 - Present
Charlotte Mecklenburg Library May 2010 - 2011
The MInt Museum February 2010 - 2011
Presbyterian Hospital, Charlotte, NC April 2010 - 2010
BANK OF AMERICA July 2004 - March 2009
McKinsey & Company January 1998 - January 2002
Marriott International January 1996 - January 1997
TELESEC LIBRARY SERVICES January 1994 - January 1996
INFOPRO TECHNOLOGIES January 1992 - January 1994
Skills
Online Research, Library Management, Library Research, Library Reference, Library Instruction, Information Literacy, Databases
Education
University of North Carolina at Chapel Hill 1989 — 1991
Master of Science, Library Science
University of Northern Colorado
Bachelor of Arts, English
Fidelity Investments June 2015 - Present
ITT Technical Institute 2011 - Present
Charlotte Mecklenburg Library May 2010 - 2011
The MInt Museum February 2010 - 2011
Presbyterian Hospital, Charlotte, NC April 2010 - 2010
BANK OF AMERICA July 2004 - March 2009
McKinsey & Company January 1998 - January 2002
Marriott International January 1996 - January 1997
TELESEC LIBRARY SERVICES January 1994 - January 1996
INFOPRO TECHNOLOGIES January 1992 - January 1994
Skills
Online Research, Library Management, Library Research, Library Reference, Library Instruction, Information Literacy, Databases
Education
University of North Carolina at Chapel Hill 1989 — 1991
Master of Science, Library Science
University of Northern Colorado
Bachelor of Arts, English
Jen Fahey Jen Fahey's Fidelity Investments Experience March 2007 - February 2013
Job AVP QA and Testing Lead at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank August 2014 - Present
Schwab Performance Technologies February 2013 - August 2014
Fidelity Investments March 2007 - February 2013
Management Dynamics (formerly BridgePoint, Inc.) March 2001 - March 2007
Tangram Enterprise Solutions January 2000 - March 2001
Management Information Systems Group March 1997 - January 2000
Skills
Quality Center, SDLC, Test Planning, Testing, Software Quality..., XML, Quality Assurance, SQL, User Acceptance Testing, Oracle, Web Services, Waterfall, Mainframe, ETL, Middleware, Requirements Analysis, Cucumber, Eclipse, Cognos, Sybase, DB2, Microsoft SQL Server, Agile Testing, Agile Methodologies
Education
University of North Carolina at Chapel Hill
BA, German
Deutsche Bank August 2014 - Present
Schwab Performance Technologies February 2013 - August 2014
Fidelity Investments March 2007 - February 2013
Management Dynamics (formerly BridgePoint, Inc.) March 2001 - March 2007
Tangram Enterprise Solutions January 2000 - March 2001
Management Information Systems Group March 1997 - January 2000
Skills
Quality Center, SDLC, Test Planning, Testing, Software Quality..., XML, Quality Assurance, SQL, User Acceptance Testing, Oracle, Web Services, Waterfall, Mainframe, ETL, Middleware, Requirements Analysis, Cucumber, Eclipse, Cognos, Sybase, DB2, Microsoft SQL Server, Agile Testing, Agile Methodologies
Education
University of North Carolina at Chapel Hill
BA, German
Amanda Joiner's Fidelity Investments Experience June 2013 - May 2014
Job Content Strategist at SapientNitro
Industry Information Technology and Services
Experience
SapientNitro July 2014 - Present
Fidelity Investments June 2013 - May 2014
SCALE (Student Coalition for Action in Literacy Education) August 2012 - May 2013
Skills
Web Design, User Experience Design, User Experience, Information Architecture, HTML, CSS, Technical Writing, Content Strategy, Content Auditing, Metadata, Gap Analysis, Illustrator, Interaction Design, Creative Writing, Content Inventory, Wireframes, SASS, Git, User Flows, Sketching, content matrix, Photoshop, Taxonomy, OmniGraffle
Education
University of North Carolina at Chapel Hill 2012 — 2014
MSIS, Information Science
Missouri State University 2006 — 2011
BS, Professional, Technical, Business, and Scientific Writing
SapientNitro July 2014 - Present
Fidelity Investments June 2013 - May 2014
SCALE (Student Coalition for Action in Literacy Education) August 2012 - May 2013
Skills
Web Design, User Experience Design, User Experience, Information Architecture, HTML, CSS, Technical Writing, Content Strategy, Content Auditing, Metadata, Gap Analysis, Illustrator, Interaction Design, Creative Writing, Content Inventory, Wireframes, SASS, Git, User Flows, Sketching, content matrix, Photoshop, Taxonomy, OmniGraffle
Education
University of North Carolina at Chapel Hill 2012 — 2014
MSIS, Information Science
Missouri State University 2006 — 2011
BS, Professional, Technical, Business, and Scientific Writing
Jamar Jones's Fidelity Investments Experience March 2010 - June 2013
Job Sr. Financial Advisor at Kinwest Capital Advisors
Industry Financial Services
Experience
Kinwest Capital Advisors July 2014 - Present
HD Vest Financial Services July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Management, Leadership, Marketing, Sales, Team Building, Sales Management, Strategic Financial..., Start-ups, Strategic Planning, Training, Recruiting, Retirement Planning, Investments, Operations Management, Networking, Financial Analysis
Education
University of New Orleans
Vandebilt Catholic High School
Kinwest Capital Advisors July 2014 - Present
HD Vest Financial Services July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Management, Leadership, Marketing, Sales, Team Building, Sales Management, Strategic Financial..., Start-ups, Strategic Planning, Training, Recruiting, Retirement Planning, Investments, Operations Management, Networking, Financial Analysis
Education
University of New Orleans
Vandebilt Catholic High School
Glenn Neese Glenn Neese's Fidelity Investments Experience May 2015 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments July 2012 - May 2015
Fidelity Investments May 2011 - August 2011
Best Buy November 2006 - November 2009
Skills
Business Analysis, Project Management, Project Planning, Visual Basic, HTML, SQL, Agile Methodologies, Agile Project Management, Use Case Analysis, Testing, Software Development...
Education
University of North Carolina at Asheville 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Fidelity Investments May 2015 - Present
Fidelity Investments July 2012 - May 2015
Fidelity Investments May 2011 - August 2011
Best Buy November 2006 - November 2009
Skills
Business Analysis, Project Management, Project Planning, Visual Basic, HTML, SQL, Agile Methodologies, Agile Project Management, Use Case Analysis, Testing, Software Development...
Education
University of North Carolina at Asheville 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Adam Munger Adam Munger's Fidelity Investments Experience January 2008 - January 2009
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade Financial RepresentativeFidelity InvestmentsJanuary 2009 - April 2010
Fidelity Investments January 2008 - January 2009
Skills
Finance, Investments, Mutual Funds, Retirement Planning, Series 7
Education
University of North Alabama 2004 — 2007
Bachelor of Business Administration, Finance
Scottrade Financial RepresentativeFidelity InvestmentsJanuary 2009 - April 2010
Fidelity Investments January 2008 - January 2009
Skills
Finance, Investments, Mutual Funds, Retirement Planning, Series 7
Education
University of North Alabama 2004 — 2007
Bachelor of Business Administration, Finance
Jamar Jones's Fidelity Investments Experience March 2010 - June 2013
Job Sr. Business Development Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services July 2014 - Present
Kinwest Capital Advisors July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Portfolio Management, Investments, Retirement Planning, Team Leadership, Business Strategy, Business Development, Project Management, Non-profit Program...
Education
University of New Orleans
Business Administration, Management and Operations
HD Vest Financial Services July 2014 - Present
Kinwest Capital Advisors July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Portfolio Management, Investments, Retirement Planning, Team Leadership, Business Strategy, Business Development, Project Management, Non-profit Program...
Education
University of New Orleans
Business Administration, Management and Operations
Suresh Bhagchandani Suresh Bhagchandani's Fidelity Investments Experience June 2008 - March 2010
Job Director, ShareFile for Manufacturing/Life Sciences at Citrix
Industry Information Technology and Services
Experience
Citrix August 2012 - Present
Citrix Systems November 2010 - July 2012
Wells Fargo January 2009 - November 2010
Fidelity Investments June 2008 - March 2010
Skills
Proficient in Microsoft..., Market Research, Customer Acquisition, Banking, Account Management, Customer Relations, Direct Sales, Prospect Research, Cold Calling, Social Networking, Sales Process, Value Based Selling, Consultative Selling, SWOT analysis, Competitive Analysis, Enterprise Software, Customer Service, Selling, Analysis, Management, Financial Services, CRM, Cloud Computing, SaaS, Sales Operations, Sales, Finance, Business Intelligence, Salesforce.com, Customer Retention, Human Resources, Networking, Leadership, Team Leadership, Customer Satisfaction, Lead Generation, Business Development, Solution Selling, Partner Management, Strategic Partnerships, Virtualization, Strategy, Start-ups, New Business Development, Sales Presentations, Professional Services, Go-to-market Strategy, Channel Partners, Product Marketing, B2B
Education
UNC Chapel Hill 2006 — 2009
BA, economics
University of Rajasthan 2000 — 2004
BCOM, Public Finance
Citrix August 2012 - Present
Citrix Systems November 2010 - July 2012
Wells Fargo January 2009 - November 2010
Fidelity Investments June 2008 - March 2010
Skills
Proficient in Microsoft..., Market Research, Customer Acquisition, Banking, Account Management, Customer Relations, Direct Sales, Prospect Research, Cold Calling, Social Networking, Sales Process, Value Based Selling, Consultative Selling, SWOT analysis, Competitive Analysis, Enterprise Software, Customer Service, Selling, Analysis, Management, Financial Services, CRM, Cloud Computing, SaaS, Sales Operations, Sales, Finance, Business Intelligence, Salesforce.com, Customer Retention, Human Resources, Networking, Leadership, Team Leadership, Customer Satisfaction, Lead Generation, Business Development, Solution Selling, Partner Management, Strategic Partnerships, Virtualization, Strategy, Start-ups, New Business Development, Sales Presentations, Professional Services, Go-to-market Strategy, Channel Partners, Product Marketing, B2B
Education
UNC Chapel Hill 2006 — 2009
BA, economics
University of Rajasthan 2000 — 2004
BCOM, Public Finance
Kendra Shelton, CPA Kendra Shelton, CPA's Fidelity Investments Experience June 2007 - May 2008
Job Senior Auditor at The University of Texas System
Industry Government Administration
Experience
The University of Texas System December 2014 - Present
Van Houten & Associates, PC August 2014 - December 2014
Texas State Auditor's Office June 2009 - August 2014
Fidelity Investments June 2007 - May 2008
Skills
Auditing, Internal Controls, Data Analysis, Interviewing Skills, Microsoft Office, Risk Assessment, Project Management, Financial Reporting, Federal Grants..., Accounting, Internal Audit, Financial Analysis, GAAP, Financial Audits, External Audit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Master of Accounting
University of North Carolina at Chapel Hill 2004 — 2007
Bachelor of Arts, Economics and Anthropology
The University of Texas System December 2014 - Present
Van Houten & Associates, PC August 2014 - December 2014
Texas State Auditor's Office June 2009 - August 2014
Fidelity Investments June 2007 - May 2008
Skills
Auditing, Internal Controls, Data Analysis, Interviewing Skills, Microsoft Office, Risk Assessment, Project Management, Financial Reporting, Federal Grants..., Accounting, Internal Audit, Financial Analysis, GAAP, Financial Audits, External Audit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Master of Accounting
University of North Carolina at Chapel Hill 2004 — 2007
Bachelor of Arts, Economics and Anthropology
Ryan Ashley's Fidelity Investments Experience September 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments May 2013 - September 2014
Fidelity Investments November 2012 - May 2013
Fidelity Investments April 2012 - November 2012
Edward Jones April 2010 - April 2012
AHF, Inc. May 2007 - April 2010
First Fidelity Bank July 2006 - May 2007
Skills
Investments, Portfolio Management, CRM, Finance, Sales, Retirement Planning, 401k, Financial Services, Credit, Customer Service, Team Building, Public Speaking
Education
University of Oklahoma 2004 — 2006
M.M., Piano Performance and Pedagogy
University of North Carolina at Chapel Hill 1999 — 2003
B.M., Piano Performance
Fidelity Investments September 2014 - Present
Fidelity Investments May 2013 - September 2014
Fidelity Investments November 2012 - May 2013
Fidelity Investments April 2012 - November 2012
Edward Jones April 2010 - April 2012
AHF, Inc. May 2007 - April 2010
First Fidelity Bank July 2006 - May 2007
Skills
Investments, Portfolio Management, CRM, Finance, Sales, Retirement Planning, 401k, Financial Services, Credit, Customer Service, Team Building, Public Speaking
Education
University of Oklahoma 2004 — 2006
M.M., Piano Performance and Pedagogy
University of North Carolina at Chapel Hill 1999 — 2003
B.M., Piano Performance
Cindy Kalberer Cindy Kalberer's Fidelity Investments Experience August 2007 - Present
Job Instructional Design Consultant at Fidelity
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Verizon November 1997 - April 2002
The Associates/Citigroup November 1995 - November 1997
Sprint 1990 - 1995
Skills
Instructional Design, Captivate, E-Learning, Needs Analysis, Leadership Development, Instructor-led Training, Project Management, SnagIt, ADDIE, Performance Consulting, WebEx, SharePoint, Training, Program Management, Call Center, Workshop Facilitation
Education
University of North Texas 1992 — 1995
MS, Corporate Training & Development
University of North Carolina at Chapel Hill 1985 — 1989
BA, Psychology
Fidelity Investments August 2007 - Present
Verizon November 1997 - April 2002
The Associates/Citigroup November 1995 - November 1997
Sprint 1990 - 1995
Skills
Instructional Design, Captivate, E-Learning, Needs Analysis, Leadership Development, Instructor-led Training, Project Management, SnagIt, ADDIE, Performance Consulting, WebEx, SharePoint, Training, Program Management, Call Center, Workshop Facilitation
Education
University of North Texas 1992 — 1995
MS, Corporate Training & Development
University of North Carolina at Chapel Hill 1985 — 1989
BA, Psychology
Rob Overall, CFP® Rob Overall, CFP®'s Fidelity Investments Experience September 1991 - September 2011
Job Portfolio Consultant at WaterOak Advisors
Industry Investment Management
Experience
WaterOak Advisors September 2012 - Present
Fidelity Investments September 1991 - September 2011
Education
University of North Alabama
Bachelor's degree, Finance, General
WaterOak Advisors September 2012 - Present
Fidelity Investments September 1991 - September 2011
Education
University of North Alabama
Bachelor's degree, Finance, General
Courtney Beal's Fidelity Investments Experience October 2010 - August 2011
Job Territory Manager at RJ Reynolds
Industry Tobacco
Experience
RJ Reynolds October 2012 - Present
S.G. Atkins Community Development Corporation August 2011 - October 2012
Fidelity Investments October 2010 - August 2011
EXPRESS September 2006 - August 2011
Skills
Social Networking, Public Speaking, Customer Service, Public Relations, Marketing, Sales, Social Media Marketing, Microsoft Office, Leadership, Management, PowerPoint, Marketing Strategy, Strategic Planning, Nonprofits, Microsoft Excel, Team Building, Community Outreach, Microsoft Word, Account Management, Team Leadership, Sales Management, Training
Education
UNC Chapel Hill 2005 — 2009
BA, Journalism and Mass Communitcation
RJ Reynolds October 2012 - Present
S.G. Atkins Community Development Corporation August 2011 - October 2012
Fidelity Investments October 2010 - August 2011
EXPRESS September 2006 - August 2011
Skills
Social Networking, Public Speaking, Customer Service, Public Relations, Marketing, Sales, Social Media Marketing, Microsoft Office, Leadership, Management, PowerPoint, Marketing Strategy, Strategic Planning, Nonprofits, Microsoft Excel, Team Building, Community Outreach, Microsoft Word, Account Management, Team Leadership, Sales Management, Training
Education
UNC Chapel Hill 2005 — 2009
BA, Journalism and Mass Communitcation
Justin Longoria Justin Longoria's Fidelity Investments Experience February 2015 - Present
Job QA Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2015 - Present
XSInc February 2014 - February 2015
Railinc June 2013 - February 2014
Skills
SQL, Requirements Analysis, Business Analysis, Agile Methodologies, Analytics, Service Delivery, SAS, Quality Assurance, SDLC, Testing, Visio, SharePoint, Enterprise Software, Process Improvement, Business Intelligence, Integration, Program Management, Leadership, Data Mining, Data Analysis, Microsoft Office
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
SPHS
mchs
Fidelity Investments February 2015 - Present
XSInc February 2014 - February 2015
Railinc June 2013 - February 2014
Skills
SQL, Requirements Analysis, Business Analysis, Agile Methodologies, Analytics, Service Delivery, SAS, Quality Assurance, SDLC, Testing, Visio, SharePoint, Enterprise Software, Process Improvement, Business Intelligence, Integration, Program Management, Leadership, Data Mining, Data Analysis, Microsoft Office
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
SPHS
mchs
Deborah Gibbs's Fidelity Investments Experience January 2007 - Present
Job MBA
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Veritude December 2005 - December 2006
Sagicor Bank (formerly Pan Caribbean Bank) April 1996 - December 2001
Caribbean Trust & Merchant Bank November 1993 - March 1996
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Cash Management, Accounting, Account Reconciliation, Corporate Finance, Finance, Variance Analysis, Treasury, Investments, Financial Accounting, Fund Accounting, Treasury Management, General Ledger, Financial Services, Cash Flow, Financial Statements, Revenue Recognition, GAAP, Accruals, Essbase, US GAAP
Education
University of New Orleans 2002 — 2004
Master of Business Administration (M.B.A.)
St. Hugh's High School
University of West Indies, Mona Campus
Bachelor of Arts (B.A.)
Fidelity Investments January 2007 - Present
Veritude December 2005 - December 2006
Sagicor Bank (formerly Pan Caribbean Bank) April 1996 - December 2001
Caribbean Trust & Merchant Bank November 1993 - March 1996
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Cash Management, Accounting, Account Reconciliation, Corporate Finance, Finance, Variance Analysis, Treasury, Investments, Financial Accounting, Fund Accounting, Treasury Management, General Ledger, Financial Services, Cash Flow, Financial Statements, Revenue Recognition, GAAP, Accruals, Essbase, US GAAP
Education
University of New Orleans 2002 — 2004
Master of Business Administration (M.B.A.)
St. Hugh's High School
University of West Indies, Mona Campus
Bachelor of Arts (B.A.)
Brett Alter Brett Alter's Fidelity Investments Experience May 2007 - August 2007
Job Senior Corporate Recruiter
Industry Information Technology and Services
Experience
Insight Global 2009 - Present
Fidelity Investments May 2007 - August 2007
Skills
Recruiting
Education
University of North Carolina at Chapel Hill 2005 — 2009
Economics, Management
Carolina Business Institute, Kenan-Flagler Business School 2008 — 2008
Business
East Mecklenburg High School 2001 — 2005
Insight Global 2009 - Present
Fidelity Investments May 2007 - August 2007
Skills
Recruiting
Education
University of North Carolina at Chapel Hill 2005 — 2009
Economics, Management
Carolina Business Institute, Kenan-Flagler Business School 2008 — 2008
Business
East Mecklenburg High School 2001 — 2005
Jayme (Jayme Mullins) Arrington Jayme (Jayme Mullins) Arrington's Fidelity Investments Experience August 2015 - Present
Job MBA Candidate at University of North Texas, Financial Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Denton County September 2013 - August 2015
Perfumania April 2012 - August 2013
Soma Intimates April 2011 - April 2012
Skills
Customer Service, Management, Time Management, Customer Satisfaction, Inventory Management, Social Networking, Sales Management, Customer Engagement, Leadership, Team Leadership, PowerPoint, Sales, Microsoft Office, Microsoft Word, Retail, Merchandising, Social Media Marketing, Public Speaking, Latin, Project Management, Data Entry, Outlook, Training
Education
University of North Texas 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Linguistics
Fidelity Investments August 2015 - Present
Denton County September 2013 - August 2015
Perfumania April 2012 - August 2013
Soma Intimates April 2011 - April 2012
Skills
Customer Service, Management, Time Management, Customer Satisfaction, Inventory Management, Social Networking, Sales Management, Customer Engagement, Leadership, Team Leadership, PowerPoint, Sales, Microsoft Office, Microsoft Word, Retail, Merchandising, Social Media Marketing, Public Speaking, Latin, Project Management, Data Entry, Outlook, Training
Education
University of North Texas 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Linguistics
Kevin Toohey Jr Kevin Toohey Jr's Fidelity Investments Experience July 2015 - Present
Job Financial Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - July 2015
Fidelity Investments July 2013 - June 2014
Fidelity Investments March 2013 - June 2013
Education
University of New Hampshire-Manchester 2010 — 2012
B.A. of Business concentration in Business Law & Economics
University of New England 2007 — 2009
Business/Medical Biology
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - July 2015
Fidelity Investments July 2013 - June 2014
Fidelity Investments March 2013 - June 2013
Education
University of New Hampshire-Manchester 2010 — 2012
B.A. of Business concentration in Business Law & Economics
University of New England 2007 — 2009
Business/Medical Biology
Bryan Smouse Bryan Smouse's Fidelity Investments Experience May 2015 - Present
Job College Relations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments February 2012 - May 2015
SystemTec 2011 - 2012
WebAssign June 2010 - September 2011
Advanced Personnel Resources 2009 - 2010
Robert Half International March 2007 - February 2009
University of Phoenix December 2005 - March 2007
Jason's Deli January 2004 - November 2005
Skills
Technical Recruiting, Staffing Services, Account Management, Professional Staffing, Human Capital Management, Human Capital Strategy, Talent Acquisition, Talent Identification, Talent Management, Diversity Recruitment, Organizational..., Organizational Alignment, 360 Feedback, Organizational..., Recruiting, Onboarding, Personnel Management, Human Capital, Sales, Management, Employee Relations, Temporary Placement, Coaching, Human Resources, Performance Management, Training, Business Development, Leadership, Project Management, Program Management, organ, Organizational..., techn, Hiring, Strategy Alignment, Sourcing, Screening, Strategy, Employee Benefits, Temporary Staffing, New Hire Orientations, Team Building, Payroll, Applicant Tracking..., Internet Recruiting, Interviews, College Recruiting, Contract Recruitment, Executive Search, Screening Resumes
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.A., Exercise and Sport Science, Administration concentration
University of Phoenix 2005 — 2007
M.B.A.
Fidelity Investments May 2015 - Present
Fidelity Investments February 2012 - May 2015
SystemTec 2011 - 2012
WebAssign June 2010 - September 2011
Advanced Personnel Resources 2009 - 2010
Robert Half International March 2007 - February 2009
University of Phoenix December 2005 - March 2007
Jason's Deli January 2004 - November 2005
Skills
Technical Recruiting, Staffing Services, Account Management, Professional Staffing, Human Capital Management, Human Capital Strategy, Talent Acquisition, Talent Identification, Talent Management, Diversity Recruitment, Organizational..., Organizational Alignment, 360 Feedback, Organizational..., Recruiting, Onboarding, Personnel Management, Human Capital, Sales, Management, Employee Relations, Temporary Placement, Coaching, Human Resources, Performance Management, Training, Business Development, Leadership, Project Management, Program Management, organ, Organizational..., techn, Hiring, Strategy Alignment, Sourcing, Screening, Strategy, Employee Benefits, Temporary Staffing, New Hire Orientations, Team Building, Payroll, Applicant Tracking..., Internet Recruiting, Interviews, College Recruiting, Contract Recruitment, Executive Search, Screening Resumes
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.A., Exercise and Sport Science, Administration concentration
University of Phoenix 2005 — 2007
M.B.A.
Lindsay Rahn's Fidelity Investments Experience 2003 - 2006
Job Client Manager at Choicelinx Corporation
Industry Insurance
Experience
Choicelinx Corporation May 2015 - Present
Choicelinx June 2014 - May 2015
Landmark Benefits September 2012 - December 2013
Landmark Benefits March 2012 - September 2012
Choicelinx June 2011 - January 2012
Choicelinx August 2007 - June 2011
Oxford Health Plans November 2006 - August 2007
Fidelity Investments 2003 - 2006
Skills
Client Relationship..., Client Retention, Client Communications, Client Engagement, Benefit Administration, PowerPoint, Access, Word, Outlook, SharePoint, Salesforce.com, Customer Service, Health Insurance, Training Skills, Benefits Administration, Management, Training, CRM, COBRA, Insurance, Leadership
Education
University of New Hampshire-Manchester 1999 — 2003
Bachelor of Arts (B.A.), Communication Arts
Choicelinx Corporation May 2015 - Present
Choicelinx June 2014 - May 2015
Landmark Benefits September 2012 - December 2013
Landmark Benefits March 2012 - September 2012
Choicelinx June 2011 - January 2012
Choicelinx August 2007 - June 2011
Oxford Health Plans November 2006 - August 2007
Fidelity Investments 2003 - 2006
Skills
Client Relationship..., Client Retention, Client Communications, Client Engagement, Benefit Administration, PowerPoint, Access, Word, Outlook, SharePoint, Salesforce.com, Customer Service, Health Insurance, Training Skills, Benefits Administration, Management, Training, CRM, COBRA, Insurance, Leadership
Education
University of New Hampshire-Manchester 1999 — 2003
Bachelor of Arts (B.A.), Communication Arts
Jared Pace Jared Pace's Fidelity Investments Experience December 2011 - Present
Job Senior Systems Analyst, NetBenefits Development & Security Services at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments August 2007 - December 2011
University of North Carolina at Chapel Hill September 2004 - August 2007
Skills
SQL, VBA, Creative Problem Solving, Analytics, SAML, Microsoft Access...
Education
University of North Carolina at Chapel Hill 1999 — 2003
BS, Computer Science
Fidelity Investments December 2011 - Present
Fidelity Investments August 2007 - December 2011
University of North Carolina at Chapel Hill September 2004 - August 2007
Skills
SQL, VBA, Creative Problem Solving, Analytics, SAML, Microsoft Access...
Education
University of North Carolina at Chapel Hill 1999 — 2003
BS, Computer Science
Max Kramer's Fidelity Investments Experience July 2011 - Present
Job Software Engineer
Industry Computer Software
Experience
Fidelity Investments July 2011 - Present
Go To My Sports Physical August 2012 - Present
Noe Pond Club June 2004 - June 2011
TRxANSITION Study for the Kidney Center at UNC Hospitals October 2010 - May 2011
Collaborative Studies Coordinating Center at UNC Chapel Hill September 2007 - May 2011
Skills
Agile Methodologies, MySQL, JavaScript, User Interface Design, Spring, Git, Oracle, Software Development, MongoDB, Java, Object Oriented Design, HTML5, CSS, jQuery, Ruby on Rails, Eclipse, Agile, Software Design, Node.js, AngularJS, SASS, CoffeeScript, ClearCase, Grails, PHP, HTML, Spring Framework
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Computer Science
Fidelity Investments July 2011 - Present
Go To My Sports Physical August 2012 - Present
Noe Pond Club June 2004 - June 2011
TRxANSITION Study for the Kidney Center at UNC Hospitals October 2010 - May 2011
Collaborative Studies Coordinating Center at UNC Chapel Hill September 2007 - May 2011
Skills
Agile Methodologies, MySQL, JavaScript, User Interface Design, Spring, Git, Oracle, Software Development, MongoDB, Java, Object Oriented Design, HTML5, CSS, jQuery, Ruby on Rails, Eclipse, Agile, Software Design, Node.js, AngularJS, SASS, CoffeeScript, ClearCase, Grails, PHP, HTML, Spring Framework
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Computer Science
Jamie Dellinger's Fidelity Investments Experience February 2003 - Present
Job
Industry Financial Services
Experience
Fidelity Investments February 2003 - Present
Coastal Capital Markets June 1999 - August 2001
Skills
Fixed Income, Series 7, Series 63, New Business Development, Treasury Management, Money Market Funds, Leadership Development, Liquidity Management, Asset Managment, Marketing Strategy, Economics
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA
Fidelity Investments February 2003 - Present
Coastal Capital Markets June 1999 - August 2001
Skills
Fixed Income, Series 7, Series 63, New Business Development, Treasury Management, Money Market Funds, Leadership Development, Liquidity Management, Asset Managment, Marketing Strategy, Economics
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA
Andrea Bailey's Fidelity Investments Experience June 2015 - Present
Job Director of Project Management, Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
iSoftStone May 2014 - June 2015
IBM November 2012 - May 2014
IBM May 2011 - November 2012
IBM October 2010 - April 2011
IBM June 2006 - October 2010
IBM June 2003 - June 2006
IBM June 2000 - June 2003
Skills
Software Development..., Project Management, Management, Software Project..., Agile Methodologies, Waterfall, Integration, Software Development, Rational Team Concert, Software Design, Business Analysis, Testing, Cross-functional Team..., Vendor Management, XML, SDLC, Process Improvement, Program Management, Requirements Analysis, Project Portfolio..., Project Planning, Software Engineering, Cloud Computing
Education
University of North Alabama 2005 — 2007
Masters, Masters of Business Administration
Fidelity Investments June 2015 - Present
iSoftStone May 2014 - June 2015
IBM November 2012 - May 2014
IBM May 2011 - November 2012
IBM October 2010 - April 2011
IBM June 2006 - October 2010
IBM June 2003 - June 2006
IBM June 2000 - June 2003
Skills
Software Development..., Project Management, Management, Software Project..., Agile Methodologies, Waterfall, Integration, Software Development, Rational Team Concert, Software Design, Business Analysis, Testing, Cross-functional Team..., Vendor Management, XML, SDLC, Process Improvement, Program Management, Requirements Analysis, Project Portfolio..., Project Planning, Software Engineering, Cloud Computing
Education
University of North Alabama 2005 — 2007
Masters, Masters of Business Administration
Jennifer McGowan's Fidelity Investments Experience June 2007 - November 2008
Job
Industry Information Technology and Services
Experience
CSC November 2011 - Present
CSC February 2011 - November 2011
CSC February 2009 - January 2011
Fidelity Investments June 2007 - November 2008
CSC February 2006 - May 2007
Excel Management Systems, Inc. 2002 - 2006
Lockheed Martin 1997 - 2002
Skills
Product Development, Spanish, PMP, SDLC, Cross-functional Team..., Team Building, Leadership, Program Management, Requirements Analysis, Project Management, Software Project..., MS Project, PMO, IT Management, SharePoint, Integration, Process Improvement, Change Management, Resource Management, Management, Strategy, Business Analysis, Team Leadership, Testing, Visio
Education
University of North Carolina at Chapel Hill 1995 — 1997
MSLS, Library Science
University of North Carolina at Chapel Hill 1983 — 1987
B.A., Latin American Studies
CSC November 2011 - Present
CSC February 2011 - November 2011
CSC February 2009 - January 2011
Fidelity Investments June 2007 - November 2008
CSC February 2006 - May 2007
Excel Management Systems, Inc. 2002 - 2006
Lockheed Martin 1997 - 2002
Skills
Product Development, Spanish, PMP, SDLC, Cross-functional Team..., Team Building, Leadership, Program Management, Requirements Analysis, Project Management, Software Project..., MS Project, PMO, IT Management, SharePoint, Integration, Process Improvement, Change Management, Resource Management, Management, Strategy, Business Analysis, Team Leadership, Testing, Visio
Education
University of North Carolina at Chapel Hill 1995 — 1997
MSLS, Library Science
University of North Carolina at Chapel Hill 1983 — 1987
B.A., Latin American Studies
Ian Langley's Fidelity Investments Experience July 2012 - Present
Job VP Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity ArchitectFidelity Investments1994 - October 2011
Fidelity Family Office Services 2005 - 2007
Education
University of Newcastle 1983 — 1987
bachelor of Mathematics
University of Sydney 1983 — 1986
Fidelity Investments July 2012 - Present
Fidelity ArchitectFidelity Investments1994 - October 2011
Fidelity Family Office Services 2005 - 2007
Education
University of Newcastle 1983 — 1987
bachelor of Mathematics
University of Sydney 1983 — 1986
Christy Eubanks's Fidelity Investments Experience 2015 - 2015
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 2015 - Present
Fidelity Investments 2015 - 2015
Bank of America 2005 - 2014
AREVA 2004 - 2005
Bank of America 2004 - 2004
Wells Fargo 2001 - 2004
Indievision 2001 - 2001
Bank of America 2001 - 2001
Wells Fargo 2000 - 2001
Bank of America 1998 - 1999
Skills
Business Analysis, Business Requirements, Requirements Analysis, Technical Documentation, Requirements Gathering, SharePoint, Process Improvement, Technical Communication, Business Process..., Vendor Management, PMO, Software Implementation, Risk Management, Software Project..., IT Strategy, Resource Management, Quality Assurance, Release Management, Business Intelligence, SDLC, Project Management, Change Management
Education
University of North Carolina at Chapel Hill 1989 — 1994
English, Technical Writing; Journalism
Wells Fargo 2015 - Present
Fidelity Investments 2015 - 2015
Bank of America 2005 - 2014
AREVA 2004 - 2005
Bank of America 2004 - 2004
Wells Fargo 2001 - 2004
Indievision 2001 - 2001
Bank of America 2001 - 2001
Wells Fargo 2000 - 2001
Bank of America 1998 - 1999
Skills
Business Analysis, Business Requirements, Requirements Analysis, Technical Documentation, Requirements Gathering, SharePoint, Process Improvement, Technical Communication, Business Process..., Vendor Management, PMO, Software Implementation, Risk Management, Software Project..., IT Strategy, Resource Management, Quality Assurance, Release Management, Business Intelligence, SDLC, Project Management, Change Management
Education
University of North Carolina at Chapel Hill 1989 — 1994
English, Technical Writing; Journalism
Harold Hicks's Fidelity Investments Experience August 2014 - Present
Job Director, Real Estate Services, Fidelity Investments
Industry Real Estate
Experience
Fidelity Investments August 2014 - Present
WorkLife Strategy April 2009 - Present
Siemens February 2011 - 2014
100 Black Men of America 2010 - February 2012
CenturyLink November 2009 - February 2011
Blue Cross Blue Shield of North Carolina September 2000 - March 2009
PAREXEL International 1996 - 2000
Kaiser Permanente 1990 - 1994
UNC Hospitals 1987 - 1990
Skills
Strategic Planning, Team Building, Program Management, Business Development, Negotiation, Budgets, Change Management, Contract Negotiation, Contract Management, Vendor Management, Account Management, Business Strategy, Management Consulting, Process Improvement, Sales Management, Marketing Strategy, Leadership, Project Management, New Business Development, Marketing, Strategy, Facilities Management, Cross-functional Team..., Public Speaking, Team Leadership, Management, Project Planning, Operations Management, Business Planning, Mergers & Acquisitions, Business Process..., Organizational..., Training, CRM, Leadership Development, Analysis, Coaching, Corporate Real Estate, Entrepreneurship, Start-ups, Risk Management, Recruiting, Outsourcing, Human Resources, Performance Management
Education
University of North Carolina at Chapel Hill 1982 — 1986
Industrial Relations
Fidelity Investments August 2014 - Present
WorkLife Strategy April 2009 - Present
Siemens February 2011 - 2014
100 Black Men of America 2010 - February 2012
CenturyLink November 2009 - February 2011
Blue Cross Blue Shield of North Carolina September 2000 - March 2009
PAREXEL International 1996 - 2000
Kaiser Permanente 1990 - 1994
UNC Hospitals 1987 - 1990
Skills
Strategic Planning, Team Building, Program Management, Business Development, Negotiation, Budgets, Change Management, Contract Negotiation, Contract Management, Vendor Management, Account Management, Business Strategy, Management Consulting, Process Improvement, Sales Management, Marketing Strategy, Leadership, Project Management, New Business Development, Marketing, Strategy, Facilities Management, Cross-functional Team..., Public Speaking, Team Leadership, Management, Project Planning, Operations Management, Business Planning, Mergers & Acquisitions, Business Process..., Organizational..., Training, CRM, Leadership Development, Analysis, Coaching, Corporate Real Estate, Entrepreneurship, Start-ups, Risk Management, Recruiting, Outsourcing, Human Resources, Performance Management
Education
University of North Carolina at Chapel Hill 1982 — 1986
Industrial Relations
Frederick Fernandez's Fidelity Investments Experience May 2007 - August 2007
Job Senior Client Services Representative at PrimePay
Industry Human Resources
Experience
York Properties September 2015 - Present
PrimePay September 2013 - August 2015
Paychex August 2007 - August 2013
Fidelity Investments May 2007 - August 2007
IBM 1999 - May 2007
IBM 1999 - 2007
Skills
Recruiting, Employee Benefits, Microsoft Excel, Applicant Tracking..., Forecasting, Human Resources, Leadership, Payroll, Benefits Administration, Employee Relations, Deferred Compensation, Talent Acquisition, Talent Management, Customer Satisfaction, Onboarding, HRIS, Training, Time Management
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, Political Science
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (BA), Political Science and History
York Properties September 2015 - Present
PrimePay September 2013 - August 2015
Paychex August 2007 - August 2013
Fidelity Investments May 2007 - August 2007
IBM 1999 - May 2007
IBM 1999 - 2007
Skills
Recruiting, Employee Benefits, Microsoft Excel, Applicant Tracking..., Forecasting, Human Resources, Leadership, Payroll, Benefits Administration, Employee Relations, Deferred Compensation, Talent Acquisition, Talent Management, Customer Satisfaction, Onboarding, HRIS, Training, Time Management
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, Political Science
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (BA), Political Science and History
Tonya Adams, PMP's Fidelity Investments Experience 2007 - 2008
Job Business / Systems Analyst
Industry Computer Software
Experience
ANPAC via RefineM 2014 - Present
TrialCard 2013 - 2013
Farragut Systems 2008 - 2012
Fidelity Investments 2007 - 2008
Farragut Systems 2000 - 2007
Skills
Process Improvement, Requirements Analysis, SQL, PMP, MS Project, Requirements Gathering, Certified Project..., Agile Methodologies, Program Management, Visio, Business Analysis, SDLC, Project Management, Software Project..., Integration, Management, Business Intelligence, Analysis, Change Management, Visual Basic, Leadership, Software Development, Quality Assurance, Project Planning, PMO, Business Process..., Microsoft SQL Server, Business Process, Databases
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
Wake Technical Community College
Associate's Degree, Computer Programming
ANPAC via RefineM 2014 - Present
TrialCard 2013 - 2013
Farragut Systems 2008 - 2012
Fidelity Investments 2007 - 2008
Farragut Systems 2000 - 2007
Skills
Process Improvement, Requirements Analysis, SQL, PMP, MS Project, Requirements Gathering, Certified Project..., Agile Methodologies, Program Management, Visio, Business Analysis, SDLC, Project Management, Software Project..., Integration, Management, Business Intelligence, Analysis, Change Management, Visual Basic, Leadership, Software Development, Quality Assurance, Project Planning, PMO, Business Process..., Microsoft SQL Server, Business Process, Databases
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
Wake Technical Community College
Associate's Degree, Computer Programming
Jennifer Baas's Fidelity Investments Experience July 2007 - Present
Job Associate Program Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Education
University of North Carolina at Chapel Hill
BA, Business Management, Sociology
Fidelity Investments July 2007 - Present
Education
University of North Carolina at Chapel Hill
BA, Business Management, Sociology
DeLeithia (Dee) Summey, PMP's Fidelity Investments Experience June 2011 - August 2014
Job Commercial Operations Senior Business Analyst/Project Manager at Genworth US Mortgage Insurance
Industry Information Technology and Services
Experience
Genworth US Mortgage Insurance April 2015 - Present
Salix Pharmaceuticals August 2014 - April 2015
Fidelity Investments June 2011 - August 2014
Fidelity Investments September 2007 - June 2011
Fidelity Investments August 2006 - September 2007
Fidelity Investments June 2004 - August 2006
Skills
Project Management, Agile & Waterfall..., Six Sigma, Talent Management, Microsoft Visio, Global Operations, Performance Management, Process Improvement, Management, Leadership, Business Process..., Strategic Planning, Operations Management, Vendor Management, Human Resources, Outsourcing, Recruiting, Employee Training, Financial Services, Visio
Education
University of North Carolina at Chapel Hill 1993 — 1997
Genworth US Mortgage Insurance April 2015 - Present
Salix Pharmaceuticals August 2014 - April 2015
Fidelity Investments June 2011 - August 2014
Fidelity Investments September 2007 - June 2011
Fidelity Investments August 2006 - September 2007
Fidelity Investments June 2004 - August 2006
Skills
Project Management, Agile & Waterfall..., Six Sigma, Talent Management, Microsoft Visio, Global Operations, Performance Management, Process Improvement, Management, Leadership, Business Process..., Strategic Planning, Operations Management, Vendor Management, Human Resources, Outsourcing, Recruiting, Employee Training, Financial Services, Visio
Education
University of North Carolina at Chapel Hill 1993 — 1997
Srikanth Penumadula's Fidelity Investments Experience July 2007 - Present
Job Principal Reporting and Tools Analyst
Industry Computer Software
Experience
Fidelity Investments July 2007 - Present
Consulting 2004 - 2008
Skills
IT Strategy, ETL, SOA, Oracle, Business Analysis, Informatica, Data Modeling, T-SQL, SDLC, .NET, Data Management, Data Warehousing, Business Intelligence, SharePoint, Process Improvement, SQL, VB.NET, Vendor Management, Project Management
Education
Sainikpuri Public School
Sainikpuri Public School
University of New Orleans
Master of Science (MS), Engineering
Fidelity Investments July 2007 - Present
Consulting 2004 - 2008
Skills
IT Strategy, ETL, SOA, Oracle, Business Analysis, Informatica, Data Modeling, T-SQL, SDLC, .NET, Data Management, Data Warehousing, Business Intelligence, SharePoint, Process Improvement, SQL, VB.NET, Vendor Management, Project Management
Education
Sainikpuri Public School
Sainikpuri Public School
University of New Orleans
Master of Science (MS), Engineering
Justin Thich's Fidelity Investments Experience 1997 - 1999
Job DBA at MEFA
Industry Financial Services
Experience
MEFA July 2002 - Present
Commonwealth of Massachusetts ITD 1999 - 2002
Fidelity Investments 1997 - 1999
First Data Corporation 1996 - 1997
Skills
Data Warehousing, Data Analysis
Education
University of New Haven 1986 — 1988
MS
MEFA July 2002 - Present
Commonwealth of Massachusetts ITD 1999 - 2002
Fidelity Investments 1997 - 1999
First Data Corporation 1996 - 1997
Skills
Data Warehousing, Data Analysis
Education
University of New Haven 1986 — 1988
MS
Adam Sroka's Fidelity Investments Experience April 2014 - August 2014
Job Sr. Supervisor Case Management at Biogen Idec
Industry Human Resources
Experience
Biogen Idec August 2014 - Present
Fidelity Investments April 2014 - August 2014
Fidelity Investments March 2013 - April 2014
Fidelity Investments June 2010 - March 2013
FIDELITY INVESTMENTS HR SERVICES 2003 - August 2010
Fidelity Investments April 2007 - December 2009
Skills
Employee Benefits, Defined Benefit, Defined Contribution, Process Improvement, Vendor Management, Customer Service, Call Center, SaaS, Team Leadership, 401k
Education
University of North Carolina at Chapel Hill 1999 — 2003
Political Science & American History, American History, Political Studies, Political Law, Foreign Policy
Biogen Idec August 2014 - Present
Fidelity Investments April 2014 - August 2014
Fidelity Investments March 2013 - April 2014
Fidelity Investments June 2010 - March 2013
FIDELITY INVESTMENTS HR SERVICES 2003 - August 2010
Fidelity Investments April 2007 - December 2009
Skills
Employee Benefits, Defined Benefit, Defined Contribution, Process Improvement, Vendor Management, Customer Service, Call Center, SaaS, Team Leadership, 401k
Education
University of North Carolina at Chapel Hill 1999 — 2003
Political Science & American History, American History, Political Studies, Political Law, Foreign Policy
Justin Thich's Fidelity Investments Experience 1996 - 1999
Job DBA and Salesforce.com Administrator at MEFA
Industry Nonprofit Organization Management
Experience
MEFA July 2002 - Present
Commonwealth of Massachusetts ITD 1999 - 2002
Fidelity Investments 1996 - 1999
Skills
Salesforce.com, SQL Tuning, Replication, DTS, SSIS, Stored Procedures, Data Architecture, Data Analysis, SSRS, SQL*Plus, Data Modeling, ETL, Database Design, Analysis Services, Database Administration, Data Migration, Production Support, SQL Server Management..., Visual C++, Visual C#, Java, Visual Basic, COBOL, CICS, Visual Studio, SharePoint
Education
University of New Haven 1986 — 1988
MS, Computer
MEFA July 2002 - Present
Commonwealth of Massachusetts ITD 1999 - 2002
Fidelity Investments 1996 - 1999
Skills
Salesforce.com, SQL Tuning, Replication, DTS, SSIS, Stored Procedures, Data Architecture, Data Analysis, SSRS, SQL*Plus, Data Modeling, ETL, Database Design, Analysis Services, Database Administration, Data Migration, Production Support, SQL Server Management..., Visual C++, Visual C#, Java, Visual Basic, COBOL, CICS, Visual Studio, SharePoint
Education
University of New Haven 1986 — 1988
MS, Computer
Sonia D'Agostino's Fidelity Investments Experience January 2007 - October 2007
Job Systems analyst at BAE Systems
Industry Aviation & Aerospace
Experience
BAE Systems May 2008 - Present
Fidelity Investments January 2007 - October 2007
Education
University of New Hampshire-Manchester 2002 — 2007
BS, CIS
BAE Systems May 2008 - Present
Fidelity Investments January 2007 - October 2007
Education
University of New Hampshire-Manchester 2002 — 2007
BS, CIS
Berna Tareen's Fidelity Investments Experience May 2007 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Education
University of North Carolina at Chapel Hill 2003 — 2005
MS, Economics
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
BSBA, Management Information Systems, International Business
Fidelity Investments May 2007 - Present
Education
University of North Carolina at Chapel Hill 2003 — 2005
MS, Economics
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
BSBA, Management Information Systems, International Business
Jake Kalman's Fidelity Investments Experience July 2011 - Present
Job Leap Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2011 - Present
NetApp May 2010 - July 2011
Compliancy Software May 2009 - May 2010
Education
University of North Carolina at Asheville 2007 — 2011
Fidelity Investments July 2011 - Present
NetApp May 2010 - July 2011
Compliancy Software May 2009 - May 2010
Education
University of North Carolina at Asheville 2007 — 2011
Nancy Antin's Fidelity Investments Experience January 2006 - January 2009
Job Senior Relationship Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines 2010 - Present
Mission Schools International July 2009 - September 2009
Fidelity Investments January 2006 - January 2009
Chatham Partners August 2004 - January 2006
State Street 1991 - 2003
International Business Machines April 1982 - June 1991
Education
University of New Haven 1986 — 1988
MBA, Management
Villanova University 1977 — 1981
BS, Business Administration
Financial Engines 2010 - Present
Mission Schools International July 2009 - September 2009
Fidelity Investments January 2006 - January 2009
Chatham Partners August 2004 - January 2006
State Street 1991 - 2003
International Business Machines April 1982 - June 1991
Education
University of New Haven 1986 — 1988
MBA, Management
Villanova University 1977 — 1981
BS, Business Administration
John Onstott's Fidelity Investments Experience December 1993 - October 1996
Job General Manager at DMA
Industry Financial Services
Experience
DMA October 1996 - Present
Bayou Medical Management 2009 - 2013
Fidelity Investments December 1993 - October 1996
Skills
Strategy, E-commerce, Online Advertising, Integrated Marketing, Marketing Strategy, Direct Marketing, Strategic Partnerships, Customer Acquisition, Digital Marketing, Email Marketing, B2B, Marketing, Database Marketing, Lead Generation, Marketing Communications, Strategic Planning, Social Media Marketing, Analytics, New Business Development, Public Speaking, Microsoft Excel, Customer Service, Microsoft Office
Education
University of New Orleans
Bachelor of Science (BS), Economics
DMA October 1996 - Present
Bayou Medical Management 2009 - 2013
Fidelity Investments December 1993 - October 1996
Skills
Strategy, E-commerce, Online Advertising, Integrated Marketing, Marketing Strategy, Direct Marketing, Strategic Partnerships, Customer Acquisition, Digital Marketing, Email Marketing, B2B, Marketing, Database Marketing, Lead Generation, Marketing Communications, Strategic Planning, Social Media Marketing, Analytics, New Business Development, Public Speaking, Microsoft Excel, Customer Service, Microsoft Office
Education
University of New Orleans
Bachelor of Science (BS), Economics
Dave Shafer's Fidelity Investments Experience January 2010 - January 2010
Job VP Human Resources
Industry Human Resources
Experience
Fidelity Investments January 2010 - January 2010
Fidelity Investments November 1992 - January 2009
Fidelity Employer Services Company 1992 - 2008
Wang Laboratories,Inc June 1982 - November 1992
Wang Labs 1982 - 1992
Prime Computer June 1978 - May 1982
Data Terminal Systems March 1978 - May 1979
Skills
Talent Management, Performance Management, Human Resources, Recruiting, Personnel Management, Employee Engagement, Business Strategy, Change Management, Employee Relations, HRIS, Leadership Development, Onboarding, Organizational Design, Organizational..., Program Management, Start-ups, Strategy, Succession Planning, Workforce Planning
Education
University of New Haven 1975 — 1977
MA, Indusrial /Organizational Psychology
Fidelity Investments January 2010 - January 2010
Fidelity Investments November 1992 - January 2009
Fidelity Employer Services Company 1992 - 2008
Wang Laboratories,Inc June 1982 - November 1992
Wang Labs 1982 - 1992
Prime Computer June 1978 - May 1982
Data Terminal Systems March 1978 - May 1979
Skills
Talent Management, Performance Management, Human Resources, Recruiting, Personnel Management, Employee Engagement, Business Strategy, Change Management, Employee Relations, HRIS, Leadership Development, Onboarding, Organizational Design, Organizational..., Program Management, Start-ups, Strategy, Succession Planning, Workforce Planning
Education
University of New Haven 1975 — 1977
MA, Indusrial /Organizational Psychology
Laura Cronin's Fidelity Investments Experience 1996 - 2010
Job Experienced CFO, Strategy, and General Management Executive
Industry Financial Services
Experience
Fidelity Investments 1996 - 2010
Skills
Financial Services, Change Management, Financial Analysis, Asset Management, Portfolio Management, Program Management, Strategy, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA
University of North Carolina at Chapel Hill 1974 — 1976
BA
Fidelity Investments 1996 - 2010
Skills
Financial Services, Change Management, Financial Analysis, Asset Management, Portfolio Management, Program Management, Strategy, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA
University of North Carolina at Chapel Hill 1974 — 1976
BA
Drew Glassman, CFP®'s Fidelity Investments Experience July 2011 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Skills
Retirement, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Strategic Financial..., 401k, Investment Advisory, IRAs, FINRA, Financial Services
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (B.A.), Political Science, History
Fidelity Investments July 2011 - Present
Skills
Retirement, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Strategic Financial..., 401k, Investment Advisory, IRAs, FINRA, Financial Services
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (B.A.), Political Science, History
Ken Presting's Fidelity Investments Experience May 2015 - Present
Job Consulting Software Engineer
Industry Computer Software
Experience
Fidelity Investments May 2015 - Present
Renaissance Computing Institute October 2014 - July 2015
Covidien April 2014 - September 2014
BD November 2013 - April 2014
L-3 Communications July 2013 - November 2013
DRS Technologies, Inc. January 2013 - June 2013
Ikanos Communications September 2011 - December 2012
GE Intelligent Platforms May 2011 - December 2011
Credit-Suisse Inc. April 2011 - October 2011
IBM April 2010 - October 2011
Skills
Perl, Embedded Systems, Unix, Software Engineering, C, Embedded Software, TCP/IP, Software Development, Debugging, Device Drivers, Shell Scripting, C++, Python, ClearCase, Visual Studio, SQL, C#, Object Oriented Design, Databases, Microsoft SQL Server, Linux, Testing, Agile Methodologies, .NET, XML, Networking
Education
University of North Carolina at Chapel Hill 2002 — 2005
Master of Arts, philosophy
University of the State of New York 1982 — 1985
Bachelor of Science, Mathematics
Fidelity Investments May 2015 - Present
Renaissance Computing Institute October 2014 - July 2015
Covidien April 2014 - September 2014
BD November 2013 - April 2014
L-3 Communications July 2013 - November 2013
DRS Technologies, Inc. January 2013 - June 2013
Ikanos Communications September 2011 - December 2012
GE Intelligent Platforms May 2011 - December 2011
Credit-Suisse Inc. April 2011 - October 2011
IBM April 2010 - October 2011
Skills
Perl, Embedded Systems, Unix, Software Engineering, C, Embedded Software, TCP/IP, Software Development, Debugging, Device Drivers, Shell Scripting, C++, Python, ClearCase, Visual Studio, SQL, C#, Object Oriented Design, Databases, Microsoft SQL Server, Linux, Testing, Agile Methodologies, .NET, XML, Networking
Education
University of North Carolina at Chapel Hill 2002 — 2005
Master of Arts, philosophy
University of the State of New York 1982 — 1985
Bachelor of Science, Mathematics
Amber Dunn's Fidelity Investments Experience June 2007 - May 2012
Job General Acccountant at bioMerieux
Industry Accounting
Experience
bioMerieux May 2013 - Present
Universtiy of North Carolina at Chapel Hill May 2012 - May 2013
Fidelity Investments June 2007 - May 2012
Africa Rising May 2009 - April 2012
Skills
Cross-cultural Teams, Financial Accounting, Intercompany..., SAP ERP, General Ledger, Accounting
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts, Sociology
bioMerieux May 2013 - Present
Universtiy of North Carolina at Chapel Hill May 2012 - May 2013
Fidelity Investments June 2007 - May 2012
Africa Rising May 2009 - April 2012
Skills
Cross-cultural Teams, Financial Accounting, Intercompany..., SAP ERP, General Ledger, Accounting
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts, Sociology
Karen Pettingell's Fidelity Investments Experience January 2012 - Present
Job Communications Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments April 2007 - January 2012
Fidelity Investments February 2006 - April 2007
Fidelity Investments November 2003 - February 2006
Fidelity Investments July 2000 - November 2003
Fidelity Investments November 1999 - July 2000
Education
University of New Haven
Fidelity Investments January 2012 - Present
Fidelity Investments April 2007 - January 2012
Fidelity Investments February 2006 - April 2007
Fidelity Investments November 2003 - February 2006
Fidelity Investments July 2000 - November 2003
Fidelity Investments November 1999 - July 2000
Education
University of New Haven
Ryan Hines's Fidelity Investments Experience December 2011 - Present
Job Retirement Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments 2007 - December 2011
Skills
Customer Service, Microsoft Office, Mutual Funds, Series 7, Investments, Microsoft Excel, Financial Services, Series 63, Sales, Retirement Planning
Education
University of New Hampshire-Manchester
Fidelity Investments December 2011 - Present
Fidelity Investments 2007 - December 2011
Skills
Customer Service, Microsoft Office, Mutual Funds, Series 7, Investments, Microsoft Excel, Financial Services, Series 63, Sales, Retirement Planning
Education
University of New Hampshire-Manchester
Jennifer Baas Sabow's Fidelity Investments Experience July 2007 - November 2008
Job Senior Clinical Analyst at University of Central Florida College of Medicine
Industry Hospital & Health Care
Experience
University of Central Florida College of Medicine Regional Extension Center May 2011 - Present
University of Central Florida College of Medicine Regional Extension Center January 2011 - May 2011
Adventist Health System October 2009 - January 2011
Fidelity Investments July 2007 - November 2008
Skills
Healthcare, Informatics, HIPAA, Healthcare Information...
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts, Management and Society, Sociology
University of Central Florida College of Medicine Regional Extension Center May 2011 - Present
University of Central Florida College of Medicine Regional Extension Center January 2011 - May 2011
Adventist Health System October 2009 - January 2011
Fidelity Investments July 2007 - November 2008
Skills
Healthcare, Informatics, HIPAA, Healthcare Information...
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts, Management and Society, Sociology
Barrett Browning's Fidelity Investments Experience November 2012 - Present
Job End User Support Technician at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments November 2012 - Present
Ultra Electronics March 2011 - November 2012
LAN-Line Systems July 2010 - March 2011
National Communication Inc January 2000 - January 2002
Randy's Pizza January 1996 - January 2000
Skills
Technical Support, VoIP, Telecommunications, Wireless, Troubleshooting, Cables, Software Installation, TCP/IP, Cisco Technologies, Active Directory, Cabling, Windows 7, Switches, Computer Hardware, Windows, Wireless Networking, Ethernet, Computer Network..., Fiber Optics, Routers, Networking
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Exercise Sports Science
Fidelity Investments November 2012 - Present
Ultra Electronics March 2011 - November 2012
LAN-Line Systems July 2010 - March 2011
National Communication Inc January 2000 - January 2002
Randy's Pizza January 1996 - January 2000
Skills
Technical Support, VoIP, Telecommunications, Wireless, Troubleshooting, Cables, Software Installation, TCP/IP, Cisco Technologies, Active Directory, Cabling, Windows 7, Switches, Computer Hardware, Windows, Wireless Networking, Ethernet, Computer Network..., Fiber Optics, Routers, Networking
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Exercise Sports Science
Kristin Hardwick's Fidelity Investments Experience April 2012 - Present
Job Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments March 2009 - April 2012
Fidelity Investments September 2008 - March 2010
Fidelity Investments March 2008 - July 2008
Skills
Sales Support, Administration, Investments, Customer Service, Problem Solving, Customer Relations, Excel, Series 7, Series 63, PowerPoint, Series 66, Microsoft Excel
Education
University of New Hampshire-Manchester 2004 — 2005
Business
Wagner College 2003 — 2004
Business
Alvirne High School 1999 — 2003
Fidelity Investments April 2012 - Present
Fidelity Investments March 2009 - April 2012
Fidelity Investments September 2008 - March 2010
Fidelity Investments March 2008 - July 2008
Skills
Sales Support, Administration, Investments, Customer Service, Problem Solving, Customer Relations, Excel, Series 7, Series 63, PowerPoint, Series 66, Microsoft Excel
Education
University of New Hampshire-Manchester 2004 — 2005
Business
Wagner College 2003 — 2004
Business
Alvirne High School 1999 — 2003
Cheng Cai's Fidelity Investments Experience September 2011 - December 2011
Job Financial Analyst at Red Hat
Industry Financial Services
Experience
Red Hat September 2014 - Present
Capital Bank April 2012 - Present
Fidelity Investments September 2011 - December 2011
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Economics
Red Hat September 2014 - Present
Capital Bank April 2012 - Present
Fidelity Investments September 2011 - December 2011
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Economics
Daniel lunk's Fidelity Investments Experience December 2014 - Present
Job Information Architect User Experience Design at Fidelity Investments
Industry Design
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments June 2013 - December 2014
NCSU August 2011 - December 2014
NCSU 2012 - May 2014
LearnNC 2009 - 2011
Corvey Creative 2008 - 2009
Skills
Interactive Media, New Media, Storytelling, User Interaction, User Experience, Media Production, Animation, Videography, Film Production, Motion Tracking, Interactive Exhibit..., Computer Animation, 3D Modeling, Adobe Creative Suite, Photoshop, After Effects, Illustrator, Maya, Zbrush, Flash, Interaction Design, User Experience Design, Flash Animation, Illustration, Photography, User-centered Design, User Interface Design, Design Thinking, Prototyping, Axure, Video, Premiere, Dreamweaver, Final Cut Pro, Digital Media, Multimedia, Graphics, Motion Graphics, Video Editing, Mac
Education
NCSU 2011 — 2014
Master of Art and Design, Interaction Design, User Experience Design, Animation
UNC Chapel Hill 2003 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Fidelity Investments December 2014 - Present
Fidelity Investments June 2013 - December 2014
NCSU August 2011 - December 2014
NCSU 2012 - May 2014
LearnNC 2009 - 2011
Corvey Creative 2008 - 2009
Skills
Interactive Media, New Media, Storytelling, User Interaction, User Experience, Media Production, Animation, Videography, Film Production, Motion Tracking, Interactive Exhibit..., Computer Animation, 3D Modeling, Adobe Creative Suite, Photoshop, After Effects, Illustrator, Maya, Zbrush, Flash, Interaction Design, User Experience Design, Flash Animation, Illustration, Photography, User-centered Design, User Interface Design, Design Thinking, Prototyping, Axure, Video, Premiere, Dreamweaver, Final Cut Pro, Digital Media, Multimedia, Graphics, Motion Graphics, Video Editing, Mac
Education
NCSU 2011 — 2014
Master of Art and Design, Interaction Design, User Experience Design, Animation
UNC Chapel Hill 2003 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Bihan Zhang's Fidelity Investments Experience June 2013 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2013 - Present
William Blake Archive 2009 - 2013
Skills
Python, Unix, Flask, Java, C#, Web Design, JavaScript, jQuery, Spring, Git, Agile Methodologies, MongoDB, Arduino, Matlab, Oracle Access Manager
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Science (BS), Computer Science
Fidelity Investments June 2013 - Present
William Blake Archive 2009 - 2013
Skills
Python, Unix, Flask, Java, C#, Web Design, JavaScript, jQuery, Spring, Git, Agile Methodologies, MongoDB, Arduino, Matlab, Oracle Access Manager
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Science (BS), Computer Science
Jermaine Pulliam's Fidelity Investments Experience August 2011 - Present
Job WPS Service Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments April 2007 - August 2011
Fidelity Investments July 2005 - April 2007
Fidelity Investments February 2004 - July 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photography, Career Development, Project Management, Customer Satisfaction, Process Improvement
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor's Degree
Fidelity Investments August 2011 - Present
Fidelity Investments April 2007 - August 2011
Fidelity Investments July 2005 - April 2007
Fidelity Investments February 2004 - July 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photography, Career Development, Project Management, Customer Satisfaction, Process Improvement
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor's Degree
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank