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
Laura Meade Laura Meade's Fidelity Investments Experience June 2015 - Present
Job Associate QA Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
AlphaCM, Inc October 2014 - March 2015
P3 Picture Perfect Planning July 2013 - August 2014
New Elements Gallery August 2013 - September 2013
Skills
Event Planning, Photoshop, Illustrator, HTML 5, CSS3, Java, JavaScript, XML, Maya, C++, Time Management, Microsoft Office, WordPress, Social Media, Public Speaking, Student Affairs, Microsoft Excel, PowerPoint, Research, Microsoft Word, Facebook, Teamwork, Customer Service, Higher Education, SPSS, Student Development, Leadership, Editing, HTML, CSS, Dreamweaver, Adobe Contribute, Aptana, Eclipse
Education
University of North Carolina at Wilmington 2014 — 2015
Bachelor of Science (BS), Information Technology with a minor in Computer Science
University of North Carolina at Wilmington 2008 — 2013
Bachelor of Arts (BA), Studio Art with a minor in Digital Arts
Fidelity Investments June 2015 - Present
AlphaCM, Inc October 2014 - March 2015
P3 Picture Perfect Planning July 2013 - August 2014
New Elements Gallery August 2013 - September 2013
Skills
Event Planning, Photoshop, Illustrator, HTML 5, CSS3, Java, JavaScript, XML, Maya, C++, Time Management, Microsoft Office, WordPress, Social Media, Public Speaking, Student Affairs, Microsoft Excel, PowerPoint, Research, Microsoft Word, Facebook, Teamwork, Customer Service, Higher Education, SPSS, Student Development, Leadership, Editing, HTML, CSS, Dreamweaver, Adobe Contribute, Aptana, Eclipse
Education
University of North Carolina at Wilmington 2014 — 2015
Bachelor of Science (BS), Information Technology with a minor in Computer Science
University of North Carolina at Wilmington 2008 — 2013
Bachelor of Arts (BA), Studio Art with a minor in Digital Arts
Kelly Vaughan Kelly Vaughan's Fidelity Investments Experience January 2015 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2015 - Present
Castle Branch, Inc. May 2014 - December 2014
Dang! Southern Chic June 2011 - December 2013
San Carlo Italian Bistro January 2008 - March 2010
Skills
JavaScript, jQuery, HTML, XML, Web Development, PHP, MySQL, Java, PowerPoint, Windows, Photoshop, Linux, Database Design, Web Applications, Software Development, Microsoft Word, Customer Service, Microsoft Excel, Agile Methodologies, CSS
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (BS), Computer Science
Wakefield High School 2006 — 2010
Fidelity Investments January 2015 - Present
Castle Branch, Inc. May 2014 - December 2014
Dang! Southern Chic June 2011 - December 2013
San Carlo Italian Bistro January 2008 - March 2010
Skills
JavaScript, jQuery, HTML, XML, Web Development, PHP, MySQL, Java, PowerPoint, Windows, Photoshop, Linux, Database Design, Web Applications, Software Development, Microsoft Word, Customer Service, Microsoft Excel, Agile Methodologies, CSS
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (BS), Computer Science
Wakefield High School 2006 — 2010
Elizabeth Rosie Brown Elizabeth Rosie Brown's Fidelity Investments Experience February 2015 - May 2015
Job Legal Assistant at Frazier & Frazier
Industry Law Practice
Experience
Frazier & Frazier July 2015 - Present
SNI Companies May 2015 - Present
Fidelity Investments February 2015 - May 2015
Gubernatorial Race August 2014 - November 2014
Grady H. Williams, Jr., LL.M., Attorneys at Law, P.A. June 2009 - May 2014
Skills
Legal Assistance, Legal Writing, Microsoft Office, Elder Law, Legal Research, Public Speaking, Estate Administration, Customer Service, Human Resources, Administrative..., Legal Documents, Trusts, Social Media, Leadership, Payroll Administration, Payroll Services, Phone Etiquette, Microsoft Excel, Event Planning, Document Drafting, Calendaring, Calendars, Westlaw, Wordperfect, Document Review, Multi-line Phone, Management, Public Relations
Education
University of North Florida 2013 — 2015
Bachelor's Degree, Philosophy, Cum Laude (3.54)
St. John's River State College 2010 — 2012
Associate of Arts (A.A.), Magna Cum Laude (3.7)
Homeschooled K-12
Frazier & Frazier July 2015 - Present
SNI Companies May 2015 - Present
Fidelity Investments February 2015 - May 2015
Gubernatorial Race August 2014 - November 2014
Grady H. Williams, Jr., LL.M., Attorneys at Law, P.A. June 2009 - May 2014
Skills
Legal Assistance, Legal Writing, Microsoft Office, Elder Law, Legal Research, Public Speaking, Estate Administration, Customer Service, Human Resources, Administrative..., Legal Documents, Trusts, Social Media, Leadership, Payroll Administration, Payroll Services, Phone Etiquette, Microsoft Excel, Event Planning, Document Drafting, Calendaring, Calendars, Westlaw, Wordperfect, Document Review, Multi-line Phone, Management, Public Relations
Education
University of North Florida 2013 — 2015
Bachelor's Degree, Philosophy, Cum Laude (3.54)
St. John's River State College 2010 — 2012
Associate of Arts (A.A.), Magna Cum Laude (3.7)
Homeschooled K-12
Jeanna McGinnis's Fidelity Investments Experience September 2013 - December 2014
Job Investment Center Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - December 2014
UBS, Financial Services August 2012 - September 2013
Legacy Trust Family Wealth Office January 2011 - April 2012
Taylor Morrison September 2004 - May 2009
Skills
Investments, Asset Management, Portfolio Management, Financial Analysis, Strategic Financial..., Mutual Funds, Series 7, Financial Modeling, Bloomberg, Wealth Management, Alternative Investments, Finance, Investment Advisory, Asset Allocation, Financial Planning
Education
University of North Florida 2009 — 2011
Bachelor of Business Administration (B.B.A.), Investments and Securities
University of South Florida 1999 — 2001
Fidelity Investments September 2013 - December 2014
UBS, Financial Services August 2012 - September 2013
Legacy Trust Family Wealth Office January 2011 - April 2012
Taylor Morrison September 2004 - May 2009
Skills
Investments, Asset Management, Portfolio Management, Financial Analysis, Strategic Financial..., Mutual Funds, Series 7, Financial Modeling, Bloomberg, Wealth Management, Alternative Investments, Finance, Investment Advisory, Asset Allocation, Financial Planning
Education
University of North Florida 2009 — 2011
Bachelor of Business Administration (B.B.A.), Investments and Securities
University of South Florida 1999 — 2001
Zachary Ambrose's Fidelity Investments Experience January 2014 - June 2014
Job Associate Software Engineer Developer at Fidelity Investments and Soccer Coach at CASL
Industry Financial Services
Experience
Capital Area Soccer League (CASL) June 2015 - Present
Fidelity Investments - Strategic Investment Products & Data June 2014 - Present
Fidelity Investments January 2014 - June 2014
UNC Wilmington June 2013 - December 2013
UNC Wilmington August 2012 - December 2013
Walt Disney World February 2012 - May 2012
Skills
Java, Microsoft Office, HTML, SQL, Technical Support, Customer Service, SharePoint, Windows 7, Microsoft Exchange, Team Leadership, PHP, SDLC, Agile Methodologies, C#, JavaScript, CSS, jQuery, Mobile Product..., Python, Windows 8
Education
University of North Carolina at Wilmington 2009 — 2013
B.S., Computer Science
Capital Area Soccer League (CASL) June 2015 - Present
Fidelity Investments - Strategic Investment Products & Data June 2014 - Present
Fidelity Investments January 2014 - June 2014
UNC Wilmington June 2013 - December 2013
UNC Wilmington August 2012 - December 2013
Walt Disney World February 2012 - May 2012
Skills
Java, Microsoft Office, HTML, SQL, Technical Support, Customer Service, SharePoint, Windows 7, Microsoft Exchange, Team Leadership, PHP, SDLC, Agile Methodologies, C#, JavaScript, CSS, jQuery, Mobile Product..., Python, Windows 8
Education
University of North Carolina at Wilmington 2009 — 2013
B.S., Computer Science
Jeff Giannone Jeff Giannone's Fidelity Investments Experience August 2010 - April 2011
Job Preferred Transition Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
The Prudential Insurance Company of America February 2012 - August 2013
Lincoln Financial Group May 2011 - February 2012
Fidelity Investments August 2010 - April 2011
State of Florida May 2010 - June 2010
First Guaranty Bank December 2008 - December 2009
Skills
Series 7, Series 63, Life, Health, &..., Mutual Funds, Strategic Financial..., IRAs, Securities, 401k, Portfolio Management, Fixed Annuities, Insurance, Retirement Planning, FINRA, Retirement, Investment Advisory, Investments, Wealth Management, Financial Services, Life Insurance, Asset Allocation
Education
University of North Florida - College of Business Administration 2007 — 2010
Business Administration, Management
Merrill Edge August 2013 - Present
The Prudential Insurance Company of America February 2012 - August 2013
Lincoln Financial Group May 2011 - February 2012
Fidelity Investments August 2010 - April 2011
State of Florida May 2010 - June 2010
First Guaranty Bank December 2008 - December 2009
Skills
Series 7, Series 63, Life, Health, &..., Mutual Funds, Strategic Financial..., IRAs, Securities, 401k, Portfolio Management, Fixed Annuities, Insurance, Retirement Planning, FINRA, Retirement, Investment Advisory, Investments, Wealth Management, Financial Services, Life Insurance, Asset Allocation
Education
University of North Florida - College of Business Administration 2007 — 2010
Business Administration, Management
Andrew Christian Andrew Christian's Fidelity Investments Experience December 2011 - February 2015
Job Procurement Category Manager Professional Services
Industry Financial Services
Experience
Fannie Mae March 2015 - Present
Fidelity Investments December 2011 - February 2015
JCPenney March 2005 - October 2011
JCPenney March 2005 - August 2011
JCPenney March 2005 - December 2006
Skills
Buying, Stores, Sourcing, Negotiation, Procurement, Contract Negotiation, Direct Mail, Materials, Purchasing, Inventory Management, Catalogs, Retail, Purchase, Shipping, Cost Savings, Vendor Relations, Customer Service, Pricing, Supply Chain, Savings, Special Projects, Forecasting, Excel, Cost, Warehousing, Word, PowerPoint, Outlook, Business Communications, Mobile Marketing, Social Media Marketing, Search Advertising, Media Buying, Contract Management, Contract Development, Negotiating Contracts, Contract Writing, Supplier Management, Supplier Negotiations, Supplier Evaluation, Vendor Management, Process Improvement, Strategic Sourcing, Supply Chain Management, Inventory Control, Materials Management, Supply Chain..., Business Process..., Team Building, Sales
Education
University of North Texas 2003 — 2006
Bachelor of Business Administration, Finance
Collin County Community College 2001 — 2003
n/a
Fannie Mae March 2015 - Present
Fidelity Investments December 2011 - February 2015
JCPenney March 2005 - October 2011
JCPenney March 2005 - August 2011
JCPenney March 2005 - December 2006
Skills
Buying, Stores, Sourcing, Negotiation, Procurement, Contract Negotiation, Direct Mail, Materials, Purchasing, Inventory Management, Catalogs, Retail, Purchase, Shipping, Cost Savings, Vendor Relations, Customer Service, Pricing, Supply Chain, Savings, Special Projects, Forecasting, Excel, Cost, Warehousing, Word, PowerPoint, Outlook, Business Communications, Mobile Marketing, Social Media Marketing, Search Advertising, Media Buying, Contract Management, Contract Development, Negotiating Contracts, Contract Writing, Supplier Management, Supplier Negotiations, Supplier Evaluation, Vendor Management, Process Improvement, Strategic Sourcing, Supply Chain Management, Inventory Control, Materials Management, Supply Chain..., Business Process..., Team Building, Sales
Education
University of North Texas 2003 — 2006
Bachelor of Business Administration, Finance
Collin County Community College 2001 — 2003
n/a
Mike Zaccardi, CMT's Fidelity Investments Experience November 2011 - November 2012
Job Energy Trader at The Energy Authority
Industry Oil & Energy
Experience
The Energy Authority December 2014 - Present
Deutsche Bank December 2012 - December 2014
Fidelity Investments November 2011 - November 2012
The Energy Authority October 2010 - May 2011
River Capital Advisors August 2009 - May 2011
Skills
Technical Analysis, Trading, Financial Markets, Portfolio Management, Investments, Asset Managment, Bloomberg, Data Analysis, Behavioral Finance, Public Speaking, Social Media, Personal Finance, University Teaching, Teaching, Lecturing, Options Strategies, ETFs, Business Journalism, Mutual Funds, PowerPoint, Hedging, Derivatives, Wealth Management, Research, Microsoft Office, Alternative Investments, Securities, Investment Strategies, Capital Markets, Asset Allocation, Quantitative Analytics, Financial Analysis, Equity Trading, Financial Services, Stocks, Equity Research, Economics, Financial Advisory, Series 63, Time Management, Asset Management, Finance, Leadership, Lynch's Trivia, Equities, Series 7, Fixed Income, Bloomberg Terminal, Strategic Financial..., Options
Education
University of North Florida 2014 — 2016
Master of Business Administration (MBA), Finance, 3.86 GPA; 4.0 Finance GPA
Market Technicians Association 2012 — 2013
CMT
University of North Florida - College of Business Administration 2007 — 2011
BA-Business Administration, Finance-Investments
University of North Florida - College of Business Administration 2007 — 2011
BA- Business Administration, Financial Services-Financial Planning
The Energy Authority December 2014 - Present
Deutsche Bank December 2012 - December 2014
Fidelity Investments November 2011 - November 2012
The Energy Authority October 2010 - May 2011
River Capital Advisors August 2009 - May 2011
Skills
Technical Analysis, Trading, Financial Markets, Portfolio Management, Investments, Asset Managment, Bloomberg, Data Analysis, Behavioral Finance, Public Speaking, Social Media, Personal Finance, University Teaching, Teaching, Lecturing, Options Strategies, ETFs, Business Journalism, Mutual Funds, PowerPoint, Hedging, Derivatives, Wealth Management, Research, Microsoft Office, Alternative Investments, Securities, Investment Strategies, Capital Markets, Asset Allocation, Quantitative Analytics, Financial Analysis, Equity Trading, Financial Services, Stocks, Equity Research, Economics, Financial Advisory, Series 63, Time Management, Asset Management, Finance, Leadership, Lynch's Trivia, Equities, Series 7, Fixed Income, Bloomberg Terminal, Strategic Financial..., Options
Education
University of North Florida 2014 — 2016
Master of Business Administration (MBA), Finance, 3.86 GPA; 4.0 Finance GPA
Market Technicians Association 2012 — 2013
CMT
University of North Florida - College of Business Administration 2007 — 2011
BA-Business Administration, Finance-Investments
University of North Florida - College of Business Administration 2007 — 2011
BA- Business Administration, Financial Services-Financial Planning
Brent McDermott Brent McDermott's Fidelity Investments Experience 2007 - 2010
Job Client Advocate Team Lead at Black Diamond
Industry Financial Services
Experience
Trinity Fitness February 2013 - Present
Black Diamond February 2012 - Present
Beaches Habitat for Humanity January 2011 - September 2013
Black Diamond Performance Reporting, LLC November 2010 - February 2012
Fidelity Investments 2007 - 2010
The Scotts Miracle-Gro Company 2008 - 2009
Skills
Microsoft Excel, Customer Service, Salesforce.com, Microsoft Office, Team Building, Time Management, Management, Training, Process Improvement, Leadership, Sales, Access, Microsoft Word, Data Analysis, PowerPoint, Research, Nonprofits, Strategy, Troubleshooting, Coaching, Business Strategy, Leadership Development, Recruiting
Education
University of North Florida
Trinity Fitness February 2013 - Present
Black Diamond February 2012 - Present
Beaches Habitat for Humanity January 2011 - September 2013
Black Diamond Performance Reporting, LLC November 2010 - February 2012
Fidelity Investments 2007 - 2010
The Scotts Miracle-Gro Company 2008 - 2009
Skills
Microsoft Excel, Customer Service, Salesforce.com, Microsoft Office, Team Building, Time Management, Management, Training, Process Improvement, Leadership, Sales, Access, Microsoft Word, Data Analysis, PowerPoint, Research, Nonprofits, Strategy, Troubleshooting, Coaching, Business Strategy, Leadership Development, Recruiting
Education
University of North Florida
Anna Tsoy's Fidelity Investments Experience October 2013 - July 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
Fidelity Investments October 2013 - July 2014
Fidelity Investments October 2012 - October 2013
Fidelity Investments November 2010 - October 2012
Fidelity Investments April 2010 - November 2010
Skills
Series 7, Series 63, Series 66
Education
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Investments and Financial Services
TD Ameritrade August 2014 - Present
Fidelity Investments October 2013 - July 2014
Fidelity Investments October 2012 - October 2013
Fidelity Investments November 2010 - October 2012
Fidelity Investments April 2010 - November 2010
Skills
Series 7, Series 63, Series 66
Education
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Investments and Financial Services
Michael Legrande Michael Legrande's Fidelity Investments Experience May 2012 - Present
Job Portfolio Advisory Group at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
University of North Florida 2008 — 2012
BA Psychology, Minor Business Administration
Fidelity Investments May 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
University of North Florida 2008 — 2012
BA Psychology, Minor Business Administration
Cameron McIntosh's Fidelity Investments Experience February 2014 - June 2015
Job Research Analyst at MPF Research
Industry Financial Services
Experience
MPF Research June 2015 - Present
Fidelity Investments February 2014 - June 2015
Robert Glenn and Associates July 2012 - May 2013
Merrill Lynch January 2010 - April 2011
Skills
Financial Analysis, Econometrics, Microsoft Excel, Research, Investments, Economics, Finance, Real Estate Research, Excellent communication..., Time..., Strong listening and...
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's Degree, Finance and Economics, Final GPA 3.6
MPF Research June 2015 - Present
Fidelity Investments February 2014 - June 2015
Robert Glenn and Associates July 2012 - May 2013
Merrill Lynch January 2010 - April 2011
Skills
Financial Analysis, Econometrics, Microsoft Excel, Research, Investments, Economics, Finance, Real Estate Research, Excellent communication..., Time..., Strong listening and...
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's Degree, Finance and Economics, Final GPA 3.6
Jacob Collinsworth Jacob Collinsworth's Fidelity Investments Experience February 2010 - April 2012
Job Operations Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital February 2014 - Present
Kingfish Grille June 2012 - August 2013
Fidelity Investments February 2010 - April 2012
Fidelity Investments February 2008 - February 2010
Honours Golf of World Golf VIllage July 2000 - December 2007
Skills
Finance, Customer Service, Trading, Teamwork, Presentations, Relationship Management, Research, Time Management, Communication, Microsoft Office, Collaboration, IRAs, Equities, Options, Mutual Funds, Bonds, 529 Plans, Money Transfers, Brokerage, Precious Metals, Investments, Microsoft Excel, Creativity, Securities, Retirement, ETFs, Stocks
Education
University of North Florida 2009 — 2012
Master of Business Administration (MBA), Business Administration, Management and Operations, GPA 3.78
University of North Florida 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Personal Capital February 2014 - Present
Kingfish Grille June 2012 - August 2013
Fidelity Investments February 2010 - April 2012
Fidelity Investments February 2008 - February 2010
Honours Golf of World Golf VIllage July 2000 - December 2007
Skills
Finance, Customer Service, Trading, Teamwork, Presentations, Relationship Management, Research, Time Management, Communication, Microsoft Office, Collaboration, IRAs, Equities, Options, Mutual Funds, Bonds, 529 Plans, Money Transfers, Brokerage, Precious Metals, Investments, Microsoft Excel, Creativity, Securities, Retirement, ETFs, Stocks
Education
University of North Florida 2009 — 2012
Master of Business Administration (MBA), Business Administration, Management and Operations, GPA 3.78
University of North Florida 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Daleele Alison's Fidelity Investments Experience July 2013 - August 2014
Job Project Manager at Eco Home Exteriors
Industry Construction
Experience
Eco Home Exteriors August 2014 - Present
Fidelity Investments July 2013 - August 2014
New Hanover Regional Medical Center January 2013 - June 2013
Belk July 2008 - December 2012
GE Healthcare May 2012 - August 2012
Statistics and Data Corporation November 2007 - October 2008
Circuit City October 2007 - January 2008
Skills
SQL, Microsoft Visio, Microsoft Office, Microsoft Visual Studio, Global Collaboartion, Collaboration, Customer Service, Communication, Data Management, Time Management, File Management, Quality Control, Inventory Management, Visual Studio, Troubleshooting, Leadership, Access, Software Documentation, Data Analysis, Sales, Will Power, Team Building, Visio, Project Management
Education
University of North Carolina at Wilmington 2011 — 2013
Business Administration, Management Information Systems
Eco Home Exteriors August 2014 - Present
Fidelity Investments July 2013 - August 2014
New Hanover Regional Medical Center January 2013 - June 2013
Belk July 2008 - December 2012
GE Healthcare May 2012 - August 2012
Statistics and Data Corporation November 2007 - October 2008
Circuit City October 2007 - January 2008
Skills
SQL, Microsoft Visio, Microsoft Office, Microsoft Visual Studio, Global Collaboartion, Collaboration, Customer Service, Communication, Data Management, Time Management, File Management, Quality Control, Inventory Management, Visual Studio, Troubleshooting, Leadership, Access, Software Documentation, Data Analysis, Sales, Will Power, Team Building, Visio, Project Management
Education
University of North Carolina at Wilmington 2011 — 2013
Business Administration, Management Information Systems
Kasey Downard's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
CSX Intermodal Terminals, Inc. January 2014 - October 2014
CSX Intermodal Terminals, Inc. July 2013 - January 2014
Longhorn Steakhouse August 2008 - July 2013
GE Capital January 2013 - June 2013
Skills
Customer Service, PowerPoint, Microsoft Excel, Time Management, Event Planning, Sales, Customer Satisfaction, Social Networking, Data Entry, Inventory Management, Transportation, Logistics, Operations Management, Transportation..., Microsoft Office, Process Improvement, Leadership, Management
Education
University of North Florida 2009 — 2011
Bachelor of Science (B.S.), Sport Management
Fidelity Investments March 2015 - Present
CSX Intermodal Terminals, Inc. January 2014 - October 2014
CSX Intermodal Terminals, Inc. July 2013 - January 2014
Longhorn Steakhouse August 2008 - July 2013
GE Capital January 2013 - June 2013
Skills
Customer Service, PowerPoint, Microsoft Excel, Time Management, Event Planning, Sales, Customer Satisfaction, Social Networking, Data Entry, Inventory Management, Transportation, Logistics, Operations Management, Transportation..., Microsoft Office, Process Improvement, Leadership, Management
Education
University of North Florida 2009 — 2011
Bachelor of Science (B.S.), Sport Management
John-Michael Cotterman John-Michael Cotterman's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Merrill Lynch February 2015 - July 2015
Coggin Automotive Group August 2014 - December 2014
717 Parking April 2013 - August 2014
ABM Industries June 2012 - February 2013
Skills
P&L, Microsoft Excel, Facilities Management, Customer Service, Process Scheduler, Operations Management, Team Building, Budgets, Hospitality, Customer Satisfaction
Education
University of North Florida - College of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Fidelity Investments July 2015 - Present
Merrill Lynch February 2015 - July 2015
Coggin Automotive Group August 2014 - December 2014
717 Parking April 2013 - August 2014
ABM Industries June 2012 - February 2013
Skills
P&L, Microsoft Excel, Facilities Management, Customer Service, Process Scheduler, Operations Management, Team Building, Budgets, Hospitality, Customer Satisfaction
Education
University of North Florida - College of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Carrie Brown's Fidelity Investments Experience June 2005 - December 2006
Job Human Resources Generalist
Industry Human Resources
Experience
Charles & Colvard July 2015 - Present
NetSuite June 2014 - June 2015
Catholic Health Initiatives October 2011 - June 2014
Catholic Health Initiatives February 2007 - October 2011
Fidelity Investments June 2005 - December 2006
Fidelity Investments June 2004 - June 2005
Fidelity Investments/IBM April 2001 - June 2004
IBM August 1999 - April 2001
Skills
Employee Relations, Human Resources, Performance Management, Background Checks, Employee Benefits, Benefits Administration, Onboarding, Talent Acquisition, Taleo, Talent Management, Employee Engagement, Retirement, Defined Benefit, Process Improvement, Recruiting, Training, Applicant Tracking..., HRIS, HR Policies, Leadership, New Hire Orientations, Screening Resumes, FMLA, Open Enrollment
Education
University of North Carolina at Wilmington 1995 — 1999
B.A, Psychology
Charles & Colvard July 2015 - Present
NetSuite June 2014 - June 2015
Catholic Health Initiatives October 2011 - June 2014
Catholic Health Initiatives February 2007 - October 2011
Fidelity Investments June 2005 - December 2006
Fidelity Investments June 2004 - June 2005
Fidelity Investments/IBM April 2001 - June 2004
IBM August 1999 - April 2001
Skills
Employee Relations, Human Resources, Performance Management, Background Checks, Employee Benefits, Benefits Administration, Onboarding, Talent Acquisition, Taleo, Talent Management, Employee Engagement, Retirement, Defined Benefit, Process Improvement, Recruiting, Training, Applicant Tracking..., HRIS, HR Policies, Leadership, New Hire Orientations, Screening Resumes, FMLA, Open Enrollment
Education
University of North Carolina at Wilmington 1995 — 1999
B.A, Psychology
Arinze Okwuosah Arinze Okwuosah's Fidelity Investments Experience June 2014 - Present
Job Retirement & Benefits Financial Associate at Fidelity Investments
Industry Banking
Experience
Fidelity Investments June 2014 - Present
University of North Texas June 2013 - December 2013
Intensive English Language Institute March 2012 - July 2012
Aids Prevention Initiative in Nigeria May 2011 - August 2011
UNT housing Dept January 2011 - March 2011
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Project Management, Team Leadership, Social Media, Social Networking, Project Planning, Technical Writing, Marketing Strategy, Data-driven Decision..., Data Analysis, professional Selling, Stock Valuation, Financial Management, Arbitration, Windows & Mac operating..., Business Strategy, Access, Teamwork, Human Resources
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Fidelity Investments June 2014 - Present
University of North Texas June 2013 - December 2013
Intensive English Language Institute March 2012 - July 2012
Aids Prevention Initiative in Nigeria May 2011 - August 2011
UNT housing Dept January 2011 - March 2011
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Project Management, Team Leadership, Social Media, Social Networking, Project Planning, Technical Writing, Marketing Strategy, Data-driven Decision..., Data Analysis, professional Selling, Stock Valuation, Financial Management, Arbitration, Windows & Mac operating..., Business Strategy, Access, Teamwork, Human Resources
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Gregory Odenwald Gregory Odenwald's Fidelity Investments Experience July 2014 - Present
Job Works for Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Enterprise Holdings May 2011 - May 2014
Theatre Jacksonville March 2009 - May 2011
Bicycles ETC July 2005 - May 2011
Education
University of North Florida - College of Business Administration 2011 — 2012
Bachelor of Science (BS), Economics
Fidelity Investments July 2014 - Present
Enterprise Holdings May 2011 - May 2014
Theatre Jacksonville March 2009 - May 2011
Bicycles ETC July 2005 - May 2011
Education
University of North Florida - College of Business Administration 2011 — 2012
Bachelor of Science (BS), Economics
Mark Powers Mark Powers's Fidelity Investments Experience March 2012 - October 2013
Job Recruiter at ECA Staffing Solutions, Inc.
Industry Staffing and Recruiting
Experience
ECA Staffing Solutions, Inc. January 2015 - Present
Peoplr Staffing June 2014 - January 2015
Talagy October 2013 - May 2014
Fidelity Investments March 2012 - October 2013
Play It Again Sports November 2011 - February 2012
Play It Again Sports May 2011 - November 2011
Skills
Series 7, Series 63, Recruiting, Human Resources, Executive Search, Customer Service, Financial Services, Finance, Employee Benefits, Applicant Tracking..., Cold Calling, Temporary Placement, Staffing Services, College Recruiting, Hiring, Sales, Management, Leadership, Microsoft Office
Education
University of North Florida 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
ECA Staffing Solutions, Inc. January 2015 - Present
Peoplr Staffing June 2014 - January 2015
Talagy October 2013 - May 2014
Fidelity Investments March 2012 - October 2013
Play It Again Sports November 2011 - February 2012
Play It Again Sports May 2011 - November 2011
Skills
Series 7, Series 63, Recruiting, Human Resources, Executive Search, Customer Service, Financial Services, Finance, Employee Benefits, Applicant Tracking..., Cold Calling, Temporary Placement, Staffing Services, College Recruiting, Hiring, Sales, Management, Leadership, Microsoft Office
Education
University of North Florida 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Jeffery Routier Jeffery Routier's Fidelity Investments Experience August 2006 - June 2012
Job President at WHM Financial Services LLC
Industry Insurance
Experience
WHM Financial Services LLC August 2015 - Present
Stonecore June 2014 - July 2015
Pat Rhodes Accounting January 2014 - May 2014
University of North Florida August 2012 - August 2013
Fidelity Investments August 2006 - June 2012
Merrill Lynch June 2004 - August 2006
Skills
Insurance, Financial Analysis, Risk Management, Financial Risk, Finance, Accounting, Strategic Financial..., Microsoft Excel, Investments, Portfolio Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Wealth Management, Financial Advisory, Payroll, Retirement, Account Reconciliation, Financial Services, Series 7, Series 63, Securities, Asset Allocation, Relationship Management, Management, Investment Advisory
Education
University of North Florida 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Florida State College at Jacksonville 1993 — 1995
Associate of Arts (A.A.), Business/Commerce, General
WHM Financial Services LLC August 2015 - Present
Stonecore June 2014 - July 2015
Pat Rhodes Accounting January 2014 - May 2014
University of North Florida August 2012 - August 2013
Fidelity Investments August 2006 - June 2012
Merrill Lynch June 2004 - August 2006
Skills
Insurance, Financial Analysis, Risk Management, Financial Risk, Finance, Accounting, Strategic Financial..., Microsoft Excel, Investments, Portfolio Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Wealth Management, Financial Advisory, Payroll, Retirement, Account Reconciliation, Financial Services, Series 7, Series 63, Securities, Asset Allocation, Relationship Management, Management, Investment Advisory
Education
University of North Florida 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Florida State College at Jacksonville 1993 — 1995
Associate of Arts (A.A.), Business/Commerce, General
Leah Massicot Leah Massicot's Fidelity Investments Experience May 2013 - August 2013
Job
Industry Accounting
Experience
Acosta Sales & Marketing August 2015 - Present
Acosta Sales & Marketing May 2014 - August 2015
LBA Wealth Management, LLC June 2012 - December 2013
Fidelity Investments May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets, Financial Analysis, Leadership, Social Media, Teamwork, Time Management
Education
University of North Florida 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
University of North Florida 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Acosta Sales & Marketing August 2015 - Present
Acosta Sales & Marketing May 2014 - August 2015
LBA Wealth Management, LLC June 2012 - December 2013
Fidelity Investments May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets, Financial Analysis, Leadership, Social Media, Teamwork, Time Management
Education
University of North Florida 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
University of North Florida 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Charles Mauro's Fidelity Investments Experience December 2013 - Present
Job Trade Execution Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments September 2012 - Present
The Monday Life May 2011 - August 2011
Northwestern Mutual May 2010 - January 2011
Skills
Financial Analysis, Derivatives, Series 7, Series 63, Equities, ETFs, Investments, Trading, Mutual Funds, Fixed Income, Precious Metals, Financial Services, IRAs, Series 4
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.3
Fidelity Investments December 2013 - Present
Fidelity Investments September 2012 - Present
The Monday Life May 2011 - August 2011
Northwestern Mutual May 2010 - January 2011
Skills
Financial Analysis, Derivatives, Series 7, Series 63, Equities, ETFs, Investments, Trading, Mutual Funds, Fixed Income, Precious Metals, Financial Services, IRAs, Series 4
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.3
Meghan Donley French's Fidelity Investments Experience August 2015 - Present
Job Senior External Communications Manager, Asset Management at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments August 2015 - Present
American Bankers Association December 2012 - July 2015
American Bankers Association June 2011 - November 2012
ViaMark Advertising January 2011 - May 2011
UNCW August 2010 - November 2010
Alpha Gamma Delta- Theta Mu Chapter November 2009 - November 2010
National Association of Manufacturers May 2009 - August 2010
Skills
Social Media, Press Releases, Media Relations, Strategic Communications, Blogging, Public Relations, Facebook, Newsletters, Leadership, Marketing, Corporate Communications, Marketing Communications, Strategic Planning, Editing, Web Content, Fundraising, Community Outreach, Advertising, Internal Communications
Education
University of North Carolina at Wilmington 2007 — 2011
Communications and Professional Writing
Fidelity Investments August 2015 - Present
American Bankers Association December 2012 - July 2015
American Bankers Association June 2011 - November 2012
ViaMark Advertising January 2011 - May 2011
UNCW August 2010 - November 2010
Alpha Gamma Delta- Theta Mu Chapter November 2009 - November 2010
National Association of Manufacturers May 2009 - August 2010
Skills
Social Media, Press Releases, Media Relations, Strategic Communications, Blogging, Public Relations, Facebook, Newsletters, Leadership, Marketing, Corporate Communications, Marketing Communications, Strategic Planning, Editing, Web Content, Fundraising, Community Outreach, Advertising, Internal Communications
Education
University of North Carolina at Wilmington 2007 — 2011
Communications and Professional Writing
Peter Thimios Peter Thimios's Fidelity Investments Experience July 2013 - Present
Job Mainframe Development at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2013 - Present
Castle Branch, Inc. May 2013 - June 2013
Technology Assistance Center (UNCW) April 2011 - May 2013
Best Buy July 2008 - March 2012
Skills
Troubleshooting, Technical Support, Customer Service, HTML, Visual Basic, Time Management, Java, Help Desk Support, SQL, Microsoft Exchange, Software Documentation, Software Installation, Mac OS, Microsoft SQL Server, Windows, Windows Server, Microsoft Word, Linux, Outstanding Customer..., Great Communication..., Cash Handling Experience, SharePoint, Outlook, JavaScript, Analysis, XML, Visual Studio, COBOL, JCL, CICS, IBM 3270, IBM Mainframe, Rumba, Information Technology
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science, Management Information Systems, Graduate
Piedmont High School 2005 — 2009
High School Diploma
Fidelity Investments July 2013 - Present
Castle Branch, Inc. May 2013 - June 2013
Technology Assistance Center (UNCW) April 2011 - May 2013
Best Buy July 2008 - March 2012
Skills
Troubleshooting, Technical Support, Customer Service, HTML, Visual Basic, Time Management, Java, Help Desk Support, SQL, Microsoft Exchange, Software Documentation, Software Installation, Mac OS, Microsoft SQL Server, Windows, Windows Server, Microsoft Word, Linux, Outstanding Customer..., Great Communication..., Cash Handling Experience, SharePoint, Outlook, JavaScript, Analysis, XML, Visual Studio, COBOL, JCL, CICS, IBM 3270, IBM Mainframe, Rumba, Information Technology
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science, Management Information Systems, Graduate
Piedmont High School 2005 — 2009
High School Diploma
Carl Mosier's Fidelity Investments Experience October 2012 - Present
Job Brokerage Operations Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
University of North Texas Housing and Residence Life February 2004 - October 2012
KSCS/WBAP Radio September 1995 - June 2004
University of North Texas Housing and Residence Life August 2002 - January 2004
University of North Texas Housing and Residence Life January 1999 - May 2002
Skills
Recruitment/Retention, Leadership, Customer Service, Microsoft Office, Public Relations, Event Planning, Budgets, Training, Customer Satisfaction, Staff Development, Employee Training, Technology Needs..., Computer Hardware, Training & Development, Budget, Assessment, Advising, Evaluation
Education
University of North Texas 1997 — 2002
Bachelor of Arts, Radio, Television, Film
Fidelity Investments October 2012 - Present
University of North Texas Housing and Residence Life February 2004 - October 2012
KSCS/WBAP Radio September 1995 - June 2004
University of North Texas Housing and Residence Life August 2002 - January 2004
University of North Texas Housing and Residence Life January 1999 - May 2002
Skills
Recruitment/Retention, Leadership, Customer Service, Microsoft Office, Public Relations, Event Planning, Budgets, Training, Customer Satisfaction, Staff Development, Employee Training, Technology Needs..., Computer Hardware, Training & Development, Budget, Assessment, Advising, Evaluation
Education
University of North Texas 1997 — 2002
Bachelor of Arts, Radio, Television, Film
Kyle Schaal Kyle Schaal's Fidelity Investments Experience September 2014 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments February 2014 - September 2014
McMann & Ransford January 2013 - February 2014
McMann & Ransford January 2012 - January 2013
McMann & Ransford August 2011 - January 2012
Education
University of North Florida 2007 — 2011
Public Relations, Public Relations, Advertising
Fidelity Investments September 2014 - Present
Fidelity Investments February 2014 - September 2014
McMann & Ransford January 2013 - February 2014
McMann & Ransford January 2012 - January 2013
McMann & Ransford August 2011 - January 2012
Education
University of North Florida 2007 — 2011
Public Relations, Public Relations, Advertising
Shane Buck's Fidelity Investments Experience June 2012 - June 2013
Job Global Logistics Lead at Q2 Solutions (A Joint Venture Between Quintiles Transnational & Quest Diagnostics)
Industry Logistics and Supply Chain
Experience
Q2 Solutions (A Quintiles Quest Joint Venture) July 2015 - Present
Quintiles January 2014 - July 2015
Grifols August 2013 - January 2014
Fidelity Investments June 2012 - June 2013
Almac Clinical Services March 2009 - June 2012
Philips Consumer Electronics / Digital Lifestyle Outfitters June 2004 - December 2008
Skills
Warehousing, Management, Cold Chain, Supply Chain, Logistics, Supply Chain Management, Shipping, Sop, GMP, Cross-functional Team..., Transportation, Logistics Management, Inventory Management, Packaging, Operations Management, Vendor Management, Retail, Forecasting, Analysis, Manufacturing, Process Improvement, Leadership, Supply Chain..., Supply Management, Materials Management, Sourcing, Purchasing, Continuous Improvement, Procurement, Strategic Sourcing, Warehouse Management, Project Management, Quality Assurance, Lean Manufacturing, SAP, Six Sigma, SOP
Education
University of North Carolina at Wilmington 1999 — 2003
BA, Communications Studies
Q2 Solutions (A Quintiles Quest Joint Venture) July 2015 - Present
Quintiles January 2014 - July 2015
Grifols August 2013 - January 2014
Fidelity Investments June 2012 - June 2013
Almac Clinical Services March 2009 - June 2012
Philips Consumer Electronics / Digital Lifestyle Outfitters June 2004 - December 2008
Skills
Warehousing, Management, Cold Chain, Supply Chain, Logistics, Supply Chain Management, Shipping, Sop, GMP, Cross-functional Team..., Transportation, Logistics Management, Inventory Management, Packaging, Operations Management, Vendor Management, Retail, Forecasting, Analysis, Manufacturing, Process Improvement, Leadership, Supply Chain..., Supply Management, Materials Management, Sourcing, Purchasing, Continuous Improvement, Procurement, Strategic Sourcing, Warehouse Management, Project Management, Quality Assurance, Lean Manufacturing, SAP, Six Sigma, SOP
Education
University of North Carolina at Wilmington 1999 — 2003
BA, Communications Studies
Amber Whittemore's Fidelity Investments Experience July 2013 - Present
Job QA Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2013 - Present
Sports Endeavors June 2009 - May 2010
UNC Wilmington August 2007 - May 2009
UNC Wilmington August 2007 - May 2009
Skills
Windows, Java, Microsoft Office, Customer Service, English, Research, Outlook, Project Management, Organization, Highly detail oriented, Volunteering, Youth Mentoring, Leadership, Quality Assurance, Testing, Requirements Gathering, SQL, Software Development
Education
University of North Carolina at Wilmington 2007 — 2013
Bachelor of Science (B.S.), Computer Science, business concentration
Fidelity Investments July 2013 - Present
Sports Endeavors June 2009 - May 2010
UNC Wilmington August 2007 - May 2009
UNC Wilmington August 2007 - May 2009
Skills
Windows, Java, Microsoft Office, Customer Service, English, Research, Outlook, Project Management, Organization, Highly detail oriented, Volunteering, Youth Mentoring, Leadership, Quality Assurance, Testing, Requirements Gathering, SQL, Software Development
Education
University of North Carolina at Wilmington 2007 — 2013
Bachelor of Science (B.S.), Computer Science, business concentration
Gabriella Nastasi's Fidelity Investments Experience July 2013 - November 2013
Job Technical Support Engineer at EMC
Industry Information Technology and Services
Experience
EMC October 2014 - Present
The Channel Company (formerly UBM Channel) November 2013 - December 2014
Fidelity Investments July 2013 - November 2013
Inspire Creative Studios January 2013 - May 2013
UNC Wilmington Technology Assistance Center January 2012 - May 2013
Skills
Troubleshooting, Highly responsible, Highly Organized &..., Time Management, Microsoft Office, Windows, Mac OS, Editorial, Always Willing to Learn, Customer Service, IT Troubleshooting..., Highly personable, Critical Thinking, Highly detail oriented, Goal Oriented, Technical Support, Information Technology, Writing, Research, Help Desk Support, Web Development, Blogging, Social Media, Management, Windows 7, Facebook, Software Documentation, Windows XP, Networking, BMC Remedy, Social Networking, OS X, Access
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Arts (B.A.), Sociology
University of North Carolina at Wilmington
EMC October 2014 - Present
The Channel Company (formerly UBM Channel) November 2013 - December 2014
Fidelity Investments July 2013 - November 2013
Inspire Creative Studios January 2013 - May 2013
UNC Wilmington Technology Assistance Center January 2012 - May 2013
Skills
Troubleshooting, Highly responsible, Highly Organized &..., Time Management, Microsoft Office, Windows, Mac OS, Editorial, Always Willing to Learn, Customer Service, IT Troubleshooting..., Highly personable, Critical Thinking, Highly detail oriented, Goal Oriented, Technical Support, Information Technology, Writing, Research, Help Desk Support, Web Development, Blogging, Social Media, Management, Windows 7, Facebook, Software Documentation, Windows XP, Networking, BMC Remedy, Social Networking, OS X, Access
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Arts (B.A.), Sociology
University of North Carolina at Wilmington
Leanne Jose Leanne Jose's Fidelity Investments Experience February 2008 - Present
Job Equity Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2008 - Present
Countrywide Home Loans July 2005 - November 2007
Countrywide Home Loans July 2005 - November 2007
Washington Mutual, Inc. September 2001 - June 2005
Washington Mutual Home Loans September 2001 - June 2005
IMC Health Care April 2000 - August 2001
Education
University of North Florida 1998 — 2000
Bachelors, Business Administration; Marketing
University of North Florida - College of Business Administration 1998 — 2000
Bachelor of Science, Marketing
Fidelity Investments February 2008 - Present
Countrywide Home Loans July 2005 - November 2007
Countrywide Home Loans July 2005 - November 2007
Washington Mutual, Inc. September 2001 - June 2005
Washington Mutual Home Loans September 2001 - June 2005
IMC Health Care April 2000 - August 2001
Education
University of North Florida 1998 — 2000
Bachelors, Business Administration; Marketing
University of North Florida - College of Business Administration 1998 — 2000
Bachelor of Science, Marketing
Bret Mosley Bret Mosley's Fidelity Investments Experience 1984 - 1990
Job Independent Music Professional
Industry Music
Experience
Self-employed 2000 - Present
Fidelity Investments 1984 - 1990
Skills
Songwriting, Music Production, Music Industry, Music, Recording, Studio Recording, Songs, Guitar, Music Publishing, Composition, Rock, Band
Education
University of North Carolina School of the Arts 1990 — 1993
Self-employed 2000 - Present
Fidelity Investments 1984 - 1990
Skills
Songwriting, Music Production, Music Industry, Music, Recording, Studio Recording, Songs, Guitar, Music Publishing, Composition, Rock, Band
Education
University of North Carolina School of the Arts 1990 — 1993
Kirk Hanlin Kirk Hanlin's Fidelity Investments Experience January 2015 - Present
Job HR Solutions Operations Specialist at Fidelity Investments
Industry Program Development
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - January 2015
Fidelity Investments February 2012 - July 2013
The Pantry July 2010 - October 2011
Training Industry, Inc. 2005 - 2008
Skills
Business Operations..., Human Relations, Training & Development, Financial Analysis, Inventory Management, Customer Service, Teamwork, Employee Relations, Public Speaking, Operations Management, Social Media, Marketing, Management, Recruiting, Team Leadership, Employee Training, Merchandising, Time Management, Retail, Account Management, Microsoft Excel, Microsoft Office, People Skills, Coaching, Process Improvement, Sales, Training, Human Resources, Leadership, Team Building, Strategic Planning
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Arts, History
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - January 2015
Fidelity Investments February 2012 - July 2013
The Pantry July 2010 - October 2011
Training Industry, Inc. 2005 - 2008
Skills
Business Operations..., Human Relations, Training & Development, Financial Analysis, Inventory Management, Customer Service, Teamwork, Employee Relations, Public Speaking, Operations Management, Social Media, Marketing, Management, Recruiting, Team Leadership, Employee Training, Merchandising, Time Management, Retail, Account Management, Microsoft Excel, Microsoft Office, People Skills, Coaching, Process Improvement, Sales, Training, Human Resources, Leadership, Team Building, Strategic Planning
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Arts, History
Don Paolilla Don Paolilla's Fidelity Investments Experience January 2008 - October 2011
Job Vice President of Lending Regulatory Reporting
Industry Financial Services
Experience
Deutsche Bank August 2015 - Present
JPMorgan Chase October 2011 - August 2015
Fidelity Investments January 2008 - October 2011
Merrill Lynch June 2007 - January 2008
Institute of Police Technology and Management May 2006 - November 2006
University of North Florida July 2004 - January 2005
Skills
Portfolio Management, Customer Relations, Financial Management, Cash Management, Financial Reporting, Customer Service, Investments, Microsoft Office, Managerial Finance, Financial Services, Banking, Financial Analysis, Equities, Asset Management
Education
University of North Florida 2001 — 2007
Finance, Business, Investments
Deutsche Bank August 2015 - Present
JPMorgan Chase October 2011 - August 2015
Fidelity Investments January 2008 - October 2011
Merrill Lynch June 2007 - January 2008
Institute of Police Technology and Management May 2006 - November 2006
University of North Florida July 2004 - January 2005
Skills
Portfolio Management, Customer Relations, Financial Management, Cash Management, Financial Reporting, Customer Service, Investments, Microsoft Office, Managerial Finance, Financial Services, Banking, Financial Analysis, Equities, Asset Management
Education
University of North Florida 2001 — 2007
Finance, Business, Investments
Daniel Vestal Daniel Vestal's Fidelity Investments Experience July 2014 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
Skills
SharePoint 2010, VB.NET, Microsoft SQL Server, Microsoft Office
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, Management Information Systems: 3.55
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
Skills
SharePoint 2010, VB.NET, Microsoft SQL Server, Microsoft Office
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, Management Information Systems: 3.55
Orlan Bennett Orlan Bennett's Fidelity Investments Experience July 2007 - May 2008
Job Assistant Vice President, Supervision Principal at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Merrill Lynch March 2014 - March 2015
Merrill Lynch April 2013 - February 2014
Merrill Lynch January 2012 - April 2013
Merrill Lynch June 2010 - January 2012
Merrill Lynch May 2011 - August 2011
University of North Florida August 2008 - May 2010
University of North Florida 2007 - 2010
Fidelity Investments July 2007 - May 2008
University of North Florida June 2006 - May 2007
Skills
Management, Finance, Accounting, Equities, Financial Services, Fixed Income, Customer Service, Marketing Strategy, Mutual Funds, Securities, Managerial Finance, Trading, Options, Financial Advisory, Analysis, Investments, Public Speaking, Microsoft Office, Leadership
Education
University of North Florida 2008 — 2010
Master, Business Administration
University of North Florida 2004 — 2007
Bachelor, Business Administration; Business Management
Bank of America Merrill Lynch March 2015 - Present
Merrill Lynch March 2014 - March 2015
Merrill Lynch April 2013 - February 2014
Merrill Lynch January 2012 - April 2013
Merrill Lynch June 2010 - January 2012
Merrill Lynch May 2011 - August 2011
University of North Florida August 2008 - May 2010
University of North Florida 2007 - 2010
Fidelity Investments July 2007 - May 2008
University of North Florida June 2006 - May 2007
Skills
Management, Finance, Accounting, Equities, Financial Services, Fixed Income, Customer Service, Marketing Strategy, Mutual Funds, Securities, Managerial Finance, Trading, Options, Financial Advisory, Analysis, Investments, Public Speaking, Microsoft Office, Leadership
Education
University of North Florida 2008 — 2010
Master, Business Administration
University of North Florida 2004 — 2007
Bachelor, Business Administration; Business Management
Arthur Littlefield Arthur Littlefield's Fidelity Investments Experience May 2012 - October 2012
Job Project Manager at Table Mesa
Industry E-Learning
Experience
Table Mesa March 2015 - Present
IES Alfoz-Valadouro October 2012 - June 2014
Fidelity Investments May 2012 - October 2012
Dream Castle Group August 2011 - February 2012
The Edge Rock Gym January 2008 - August 2011
Crowley Maritime March 2011 - May 2011
Skills
Spanish, Customer Service, Marketing, Microsoft Office, Leadership, Microsoft Word, Team Leadership, Team Building, PowerPoint, Public Speaking, Customer Satisfaction, Sales, MS Office Suite, Teaching Experience, Insurance, Social Networking, Coaching, Fundraising, Time Management, Microsoft Excel, Outlook, Research, Strategic Planning, New Business Development, Data Entry, Social Media, Google Analytics..., Swag
Education
University of North Florida 2007 — 2012
Bachelor of Arts (BA), Spanish Language and Literature
University of North Florida - College of Business Administration 2007 — 2012
Bachelor of Business Administration (BBA), International Business, Final GPA: 3.26
Table Mesa March 2015 - Present
IES Alfoz-Valadouro October 2012 - June 2014
Fidelity Investments May 2012 - October 2012
Dream Castle Group August 2011 - February 2012
The Edge Rock Gym January 2008 - August 2011
Crowley Maritime March 2011 - May 2011
Skills
Spanish, Customer Service, Marketing, Microsoft Office, Leadership, Microsoft Word, Team Leadership, Team Building, PowerPoint, Public Speaking, Customer Satisfaction, Sales, MS Office Suite, Teaching Experience, Insurance, Social Networking, Coaching, Fundraising, Time Management, Microsoft Excel, Outlook, Research, Strategic Planning, New Business Development, Data Entry, Social Media, Google Analytics..., Swag
Education
University of North Florida 2007 — 2012
Bachelor of Arts (BA), Spanish Language and Literature
University of North Florida - College of Business Administration 2007 — 2012
Bachelor of Business Administration (BBA), International Business, Final GPA: 3.26
Douglas Flagg Douglas Flagg's Fidelity Investments Experience July 2015 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments January 2014 - Present
UNC Wilmington August 2011 - December 2013
Fidelity Investments May 2013 - August 2013
Technology Assistance Center at UNC Wilmington March 2011 - December 2011
Skills
Java, Microsoft Office, JavaScript, SQL, CSS, MySQL, Linux, C#, Microsoft SQL Server, Databases, C, Web Development, Windows
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's Degree, Computer Science
Fidelity Investments July 2015 - Present
Fidelity Investments January 2014 - Present
UNC Wilmington August 2011 - December 2013
Fidelity Investments May 2013 - August 2013
Technology Assistance Center at UNC Wilmington March 2011 - December 2011
Skills
Java, Microsoft Office, JavaScript, SQL, CSS, MySQL, Linux, C#, Microsoft SQL Server, Databases, C, Web Development, Windows
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's Degree, Computer Science
Sean Bohannon Sean Bohannon's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Retail
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments May 2014 - Present
Publix Super Markets 2008 - April 2014
Daytona Lagoon 2007 - 2008
Skills
Time Management, Customer Service, Customer Satisfaction, Loss Prevention, Telephone Skills, Data Entry, Retail, Cash Handling Experience, Microsoft Excel, Inventory Management, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Access, Inventory Control, Leadership, Finance, Investments, Financial Analysis, Analysis, Team Building
Education
University of North Florida 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investments
Fidelity Investments February 2015 - Present
Fidelity Investments May 2014 - Present
Publix Super Markets 2008 - April 2014
Daytona Lagoon 2007 - 2008
Skills
Time Management, Customer Service, Customer Satisfaction, Loss Prevention, Telephone Skills, Data Entry, Retail, Cash Handling Experience, Microsoft Excel, Inventory Management, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Access, Inventory Control, Leadership, Finance, Investments, Financial Analysis, Analysis, Team Building
Education
University of North Florida 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investments
Aisha Ward, MBA Aisha Ward, MBA's Fidelity Investments Experience November 2006 - October 2008
Job AVP Global Capacity Performance Management at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2008 - Present
Fidelity Investments November 2006 - October 2008
Merrill Lynch August 2003 - November 2006
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Middle Office, Credit Derivatives, Equity Derivatives, Bloomberg, Prime Brokerage, Structured Products, Trading Systems, Valuation, FX Options, Swaps, Interest Rate..., Structured Finance, Electronic Trading, Project Management, Capacity Utilization, Performance Management, Superior Client Service, Sales Operations, Financial Advisory, Series 7, Series 9, Series 10, Series 66
Education
Webster University 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of North Florida 2003 — 2006
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Deutsche Bank October 2008 - Present
Fidelity Investments November 2006 - October 2008
Merrill Lynch August 2003 - November 2006
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Middle Office, Credit Derivatives, Equity Derivatives, Bloomberg, Prime Brokerage, Structured Products, Trading Systems, Valuation, FX Options, Swaps, Interest Rate..., Structured Finance, Electronic Trading, Project Management, Capacity Utilization, Performance Management, Superior Client Service, Sales Operations, Financial Advisory, Series 7, Series 9, Series 10, Series 66
Education
Webster University 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of North Florida 2003 — 2006
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Ryan Sparrell's Fidelity Investments Experience June 2010 - March 2013
Job Assistant Facilities Manager for Housekeeping & Security at Ring Power Corporation
Industry Construction
Experience
Ring Power Corporation June 2014 - Present
Commercial Construction Services January 2014 - June 2014
Metro Property Services August 2013 - January 2014
Dave Cahill Company February 2013 - August 2013
Fidelity Investments June 2010 - March 2013
Skills
Sales, Microsoft Office, Project Management, Leadership, Construction Management, Customer Satisfaction, Customer Service, Problem Solving, Networking, Woodworking, Friendly Personality, Construction Safety, Construction, Project Planning, Process Scheduler, Management
Education
University of North Florida 2006 — 2010
Bachelor of Science (BS), Building Construction Management
University of North Florida 2006 — 2010
Bachelor of Science (BS), Building Construction Management
Ring Power Corporation June 2014 - Present
Commercial Construction Services January 2014 - June 2014
Metro Property Services August 2013 - January 2014
Dave Cahill Company February 2013 - August 2013
Fidelity Investments June 2010 - March 2013
Skills
Sales, Microsoft Office, Project Management, Leadership, Construction Management, Customer Satisfaction, Customer Service, Problem Solving, Networking, Woodworking, Friendly Personality, Construction Safety, Construction, Project Planning, Process Scheduler, Management
Education
University of North Florida 2006 — 2010
Bachelor of Science (BS), Building Construction Management
University of North Florida 2006 — 2010
Bachelor of Science (BS), Building Construction Management
Kyle Wallrath Kyle Wallrath's Fidelity Investments Experience January 2007 - May 2009
Job Account Manager at Florida Pipe & Steel, INC.
Industry Wholesale
Experience
Florida Pipe & Steel May 2009 - Present
Fidelity Investments January 2007 - May 2009
Skills
Marketing Strategy, Account Management, Sales Management, Marketing, Sales, Forecasting, Team Building
Education
University of North Florida - College of Business Administration 2003 — 2007
Bachelor's degree, Marketing
Florida Pipe & Steel May 2009 - Present
Fidelity Investments January 2007 - May 2009
Skills
Marketing Strategy, Account Management, Sales Management, Marketing, Sales, Forecasting, Team Building
Education
University of North Florida - College of Business Administration 2003 — 2007
Bachelor's degree, Marketing
Bill Vennell Bill Vennell's Fidelity Investments Experience February 1995 - February 2004
Job Territory Sales Manager at Viking Range, LLC
Industry Wholesale
Experience
Viking Range Corporation August 2013 - Present
Milestone Distributors February 2004 - August 2013
Fidelity Investments February 1995 - February 2004
First State Bank of Texas April 1992 - February 1995
Skills
Financial Analysis, Forecasting
Education
University of North Texas 1990 — 1995
BBA, Finance
Midlothian High School 1985 — 1989
Viking Range Corporation August 2013 - Present
Milestone Distributors February 2004 - August 2013
Fidelity Investments February 1995 - February 2004
First State Bank of Texas April 1992 - February 1995
Skills
Financial Analysis, Forecasting
Education
University of North Texas 1990 — 1995
BBA, Finance
Midlothian High School 1985 — 1989
Camelia Borzea's Fidelity Investments Experience September 2011 - Present
Job Financial Representative servicing High Net Worth clients
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments October 2008 - Present
VyStar Credit Union November 2004 - February 2006
Publix September 2003 - October 2004
Skills
Financial Analysis, Financial Services
Education
University of North Florida 2003 — 2008
Bachelor of Business Administration, Finance
Fidelity Investments September 2011 - Present
Fidelity Investments October 2008 - Present
VyStar Credit Union November 2004 - February 2006
Publix September 2003 - October 2004
Skills
Financial Analysis, Financial Services
Education
University of North Florida 2003 — 2008
Bachelor of Business Administration, Finance
Chase Covington CFP® Chase Covington CFP®'s Fidelity Investments Experience January 2013 - Present
Job Brokerage Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Skills
Business Analysis, Customer Service, Microsoft Office, Project Management, Microsoft Excel
Education
University of North Florida 2002 — 2006
BS, Finance, General
Fidelity Investments January 2013 - Present
Skills
Business Analysis, Customer Service, Microsoft Office, Project Management, Microsoft Excel
Education
University of North Florida 2002 — 2006
BS, Finance, General
Donald Hollingsworth Donald Hollingsworth's Fidelity Investments Experience August 2010 - March 2012
Job Administrative Assistant at Megiddo Dream Station
Industry Nonprofit Organization Management
Experience
Megiddo Dream Station January 2015 - Present
Enterprise Rent-A-Car February 2012 - September 2014
Fidelity Investments August 2010 - March 2012
ITT Technical Institute December 2009 - August 2010
ATT August 2009 - December 2009
Penske Truck Leasing August 1995 - March 2009
Skills
Cold Calling, PowerPoint, Sales, Management, Microsoft Office, Training, Customer Satisfaction, Customer Service, Account Management, Microsoft Excel, Outlook, Finance, Time Management, Salesforce.com, Inventory Management
Education
University of North Florida 1989 — 1991
B.A., Business Management and Marketing
Florida Community College at Jacksonville 1987 — 1989
A.A., General Studies
Megiddo Dream Station January 2015 - Present
Enterprise Rent-A-Car February 2012 - September 2014
Fidelity Investments August 2010 - March 2012
ITT Technical Institute December 2009 - August 2010
ATT August 2009 - December 2009
Penske Truck Leasing August 1995 - March 2009
Skills
Cold Calling, PowerPoint, Sales, Management, Microsoft Office, Training, Customer Satisfaction, Customer Service, Account Management, Microsoft Excel, Outlook, Finance, Time Management, Salesforce.com, Inventory Management
Education
University of North Florida 1989 — 1991
B.A., Business Management and Marketing
Florida Community College at Jacksonville 1987 — 1989
A.A., General Studies
KAI CARAGANIS KAI CARAGANIS's Fidelity Investments Experience October 2010 - August 2011
Job Associate at Global Growth Partners
Industry Investment Banking
Experience
Global Growth Partners June 2013 - Present
American Stainless Tubing, Inc March 2012 - June 2013
Mooresville Meat Center/ Rocky River Foods August 2011 - March 2012
Fidelity Investments October 2010 - August 2011
Fidelity Investments August 2009 - October 2010
Garden State Securities February 2008 - October 2008
Nationwide Insurance January 2007 - January 2008
Skills
Marketing Strategy, New Business Development, Strategic Planning, Customer Service, Account Management, Personal Finance, Management, Business Development, Sales, Investments, Mergers & Acquisitions, Insurance, Marketing, Portfolio Management, Strategy, Finance
Education
University of North Carolina at Wilmington 2001 — 2006
Bachelor of Science, Spanish/Criminal Justice
Cary Academy
Global Growth Partners June 2013 - Present
American Stainless Tubing, Inc March 2012 - June 2013
Mooresville Meat Center/ Rocky River Foods August 2011 - March 2012
Fidelity Investments October 2010 - August 2011
Fidelity Investments August 2009 - October 2010
Garden State Securities February 2008 - October 2008
Nationwide Insurance January 2007 - January 2008
Skills
Marketing Strategy, New Business Development, Strategic Planning, Customer Service, Account Management, Personal Finance, Management, Business Development, Sales, Investments, Mergers & Acquisitions, Insurance, Marketing, Portfolio Management, Strategy, Finance
Education
University of North Carolina at Wilmington 2001 — 2006
Bachelor of Science, Spanish/Criminal Justice
Cary Academy
Amber Wells Amber Wells's Fidelity Investments Experience February 2013 - Present
Job Senior Regional Retirement Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments June 2007 - February 2013
Fidelity Investments December 2006 - June 2007
Fidelity Inve November 2005 - December 2006
Arlington Independent School District July 2005 - November 2005
Gideon Toal Management Services, Inc. June 2003 - June 2004
Kim-Lee Dance October 1999 - September 2003
Skills
Investments, Mutual Funds, Series 63, Fixed Income, Financial Services, Sales, Sales Process, Marketing, Series 7, 401k, Series 6, Equities, Retirement, Retirement Planning, CRM, Defined Contribution, Defined Benefit, Asset Allocation
Education
University of North Texas 1999 — 2005
B.A., Psychology
Fidelity Investments February 2013 - Present
Fidelity Investments June 2007 - February 2013
Fidelity Investments December 2006 - June 2007
Fidelity Inve November 2005 - December 2006
Arlington Independent School District July 2005 - November 2005
Gideon Toal Management Services, Inc. June 2003 - June 2004
Kim-Lee Dance October 1999 - September 2003
Skills
Investments, Mutual Funds, Series 63, Fixed Income, Financial Services, Sales, Sales Process, Marketing, Series 7, 401k, Series 6, Equities, Retirement, Retirement Planning, CRM, Defined Contribution, Defined Benefit, Asset Allocation
Education
University of North Texas 1999 — 2005
B.A., Psychology
Clayton Bobinger Clayton Bobinger's Fidelity Investments Experience April 2014 - Present
Job Active Trader Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments December 2012 - April 2014
Fidelity Investments January 2012 - December 2012
The Ritz-Carlton Hotel Company LLC May 2006 - January 2012
Skills
Series 7, Series 63, Series 4
Education
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Admin., Financial Services
Fidelity Investments April 2014 - Present
Fidelity Investments December 2012 - April 2014
Fidelity Investments January 2012 - December 2012
The Ritz-Carlton Hotel Company LLC May 2006 - January 2012
Skills
Series 7, Series 63, Series 4
Education
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Admin., Financial Services
Sam Kostamo Sam Kostamo's Fidelity Investments Experience June 2008 - December 2012
Job AVP New Account Supervision at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Fidelity Investments June 2008 - December 2012
Skills
Risk Management, Financial Analysis, Financial Modeling, Finance, Leadership, Portfolio Management, Banking, Strategic Planning
Education
University of North Florida - College of Business Administration
BBA, Finance
Merrill Lynch January 2013 - Present
Fidelity Investments June 2008 - December 2012
Skills
Risk Management, Financial Analysis, Financial Modeling, Finance, Leadership, Portfolio Management, Banking, Strategic Planning
Education
University of North Florida - College of Business Administration
BBA, Finance
Jon Jacks Jon Jacks's Fidelity Investments Experience September 2014 - Present
Job Project Manager and Content Lead at Fidelity Investments
Industry Professional Training & Coaching
Experience
Fidelity Investments September 2014 - Present
Learning Lens July 2014 - November 2014
Anfield, Inc. March 2009 - May 2014
Anfield, Inc. February 2002 - March 2009
Alcatel-Lucent August 1999 - February 2002
Alcatel-Lucent October 1997 - August 1999
Skills
E-Learning, Instructional Design, Leadership, Training, Coaching, Project Management, Training Delivery, Organizational..., Team Building, Sales, Employee Engagement, CRM, Consulting, Performance Management, Talent Management, Creative Direction, Manage Client..., Stakeholder Engagement, Milestones, Sales Engineering, Pre-sales Efforts, Program Mangement, Process Improvement, Stakeholder Management, Client Engagement
Education
University of North Carolina at Wilmington 1988 — 1993
Bachelor of Arts (BA), Speech Communication and Rhetoric
Millbrook High School
Fidelity Investments September 2014 - Present
Learning Lens July 2014 - November 2014
Anfield, Inc. March 2009 - May 2014
Anfield, Inc. February 2002 - March 2009
Alcatel-Lucent August 1999 - February 2002
Alcatel-Lucent October 1997 - August 1999
Skills
E-Learning, Instructional Design, Leadership, Training, Coaching, Project Management, Training Delivery, Organizational..., Team Building, Sales, Employee Engagement, CRM, Consulting, Performance Management, Talent Management, Creative Direction, Manage Client..., Stakeholder Engagement, Milestones, Sales Engineering, Pre-sales Efforts, Program Mangement, Process Improvement, Stakeholder Management, Client Engagement
Education
University of North Carolina at Wilmington 1988 — 1993
Bachelor of Arts (BA), Speech Communication and Rhetoric
Millbrook High School
Mike Schreurs, CFP® Mike Schreurs, CFP®'s Fidelity Investments Experience March 2015 - Present
Job Financial Planner
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments January 2012 - March 2015
Northwestern Mutual Financial Network October 2011 - December 2011
Skills
Insurance, Microsoft Excel, Investments, Finance, Life Insurance, Series 7, Financial Reporting, Retirement, Fixed Annuities, Securities, Financial Services, Disability Insurance, Call Center, Customer Service, Microsoft Word, Retirement Planning, Employee Benefits, Mutual Funds, Outlook, Long-term Care, Term Life Insurance, Personal Financial..., Health Insurance, Financial Advisory, Variable Annuities, Whole Life, Long Term Care Insurance, series 66, Series 63, Microsoft Office
Education
University of North Florida 2008 — 2011
BBA, Finance
Florida Community College at Jacksonville 2001 — 2004
Associate of Arts (A.A.), Finance, General
Fidelity Investments March 2015 - Present
Fidelity Investments January 2012 - March 2015
Northwestern Mutual Financial Network October 2011 - December 2011
Skills
Insurance, Microsoft Excel, Investments, Finance, Life Insurance, Series 7, Financial Reporting, Retirement, Fixed Annuities, Securities, Financial Services, Disability Insurance, Call Center, Customer Service, Microsoft Word, Retirement Planning, Employee Benefits, Mutual Funds, Outlook, Long-term Care, Term Life Insurance, Personal Financial..., Health Insurance, Financial Advisory, Variable Annuities, Whole Life, Long Term Care Insurance, series 66, Series 63, Microsoft Office
Education
University of North Florida 2008 — 2011
BBA, Finance
Florida Community College at Jacksonville 2001 — 2004
Associate of Arts (A.A.), Finance, General
Joseph Mock Joseph Mock's Fidelity Investments Experience May 2015 - Present
Job Associate Regional Support Analyst
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - August 2014
Skills
Customer Service, Teamwork, Microsoft Office, Team Leadership, Microsoft Excel, Microsoft Word, PowerPoint, VB.NET, Visual Basic, Windows 7, Leadership, Social Media, Networking, Customer Satisfaction, Organization, Microsoft SQL Server, Public Speaking
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Science (B.S.), Business Administration; Management Information Systems & Leadership and Management, Junior
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - August 2014
Skills
Customer Service, Teamwork, Microsoft Office, Team Leadership, Microsoft Excel, Microsoft Word, PowerPoint, VB.NET, Visual Basic, Windows 7, Leadership, Social Media, Networking, Customer Satisfaction, Organization, Microsoft SQL Server, Public Speaking
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Science (B.S.), Business Administration; Management Information Systems & Leadership and Management, Junior
Dorothy Browning Dorothy Browning's Fidelity Investments Experience August 2015 - Present
Job High Net Worth Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments February 2015 - August 2015
Skills
Series 7, Series 63, Investments, Trading, Financial Services
Education
University of North Florida
Bachelor of Arts (B.A.)
Fidelity Investments August 2015 - Present
Fidelity Investments February 2015 - August 2015
Skills
Series 7, Series 63, Investments, Trading, Financial Services
Education
University of North Florida
Bachelor of Arts (B.A.)
Edward Pulido Edward Pulido's Fidelity Investments Experience October 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments May 2014 - October 2014
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Customer Service, Microsoft Office, PowerPoint, Series 7, Series 63, Sales, Mutual Funds, Equities, College Savings Plans, Trading, Investments, Investment Properties, Social Media
Education
University of North Florida - College of Business Administration 2010 — 2014
Finance, Financial Services, Finance, General
Fidelity Investments October 2014 - Present
Fidelity Investments May 2014 - October 2014
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Customer Service, Microsoft Office, PowerPoint, Series 7, Series 63, Sales, Mutual Funds, Equities, College Savings Plans, Trading, Investments, Investment Properties, Social Media
Education
University of North Florida - College of Business Administration 2010 — 2014
Finance, Financial Services, Finance, General
Margaret Baker Margaret Baker's Fidelity Investments Experience March 2015 - May 2015
Job PTDS L1 Help Desk Support at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems July 2015 - Present
Fidelity Investments March 2015 - May 2015
Advanced Personnel Resources, Inc. September 2013 - December 2014
Follett Higher Education Group June 2013 - September 2013
Fink's Jewelers March 2013 - June 2013
Portrait Innovations June 2012 - October 2012
Ritz Camera & Image May 2011 - June 2012
The Cummer Museum of Art & Gardens January 2012 - May 2012
University of North Florida August 2010 - May 2011
Cady & Cady Studios February 2010 - August 2010
Skills
Photography, Retail, Customer Satisfaction, Sales, Social Media, Photoshop, Time Management, Blogging, Advertising, Facebook, Event Photography, Portrait Photography, Marketing, Microsoft Word, Digital Photography, Editing, Social Networking, Graphic Design, Event Planning, Childcare, PowerPoint, Mac, Art, Newsletters, Fundraising, Social Media Marketing, Microsoft Excel, Retail Sales, Microsoft Office, Darkroom, Inventory Management, Data Entry, Temporary Staffing, Appointment Scheduling, Tax Forms, Text Editing, Multi-line Phone, Customer Service, Public Relations
Education
University of North Florida 2007 — 2012
Bachelor of Science (BS), Public Relations, Marketing
University of North Florida 2007 — 2012
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Bishop Kenny
SunGard Financial Systems July 2015 - Present
Fidelity Investments March 2015 - May 2015
Advanced Personnel Resources, Inc. September 2013 - December 2014
Follett Higher Education Group June 2013 - September 2013
Fink's Jewelers March 2013 - June 2013
Portrait Innovations June 2012 - October 2012
Ritz Camera & Image May 2011 - June 2012
The Cummer Museum of Art & Gardens January 2012 - May 2012
University of North Florida August 2010 - May 2011
Cady & Cady Studios February 2010 - August 2010
Skills
Photography, Retail, Customer Satisfaction, Sales, Social Media, Photoshop, Time Management, Blogging, Advertising, Facebook, Event Photography, Portrait Photography, Marketing, Microsoft Word, Digital Photography, Editing, Social Networking, Graphic Design, Event Planning, Childcare, PowerPoint, Mac, Art, Newsletters, Fundraising, Social Media Marketing, Microsoft Excel, Retail Sales, Microsoft Office, Darkroom, Inventory Management, Data Entry, Temporary Staffing, Appointment Scheduling, Tax Forms, Text Editing, Multi-line Phone, Customer Service, Public Relations
Education
University of North Florida 2007 — 2012
Bachelor of Science (BS), Public Relations, Marketing
University of North Florida 2007 — 2012
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Bishop Kenny
Dario Mercado Dario Mercado's Fidelity Investments Experience December 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments October 2012 - December 2014
Fidelity Investments July 2011 - October 2012
Fidelity Investments February 2008 - July 2011
Fidelity Investments November 2006 - January 2008
United States Navy February 1998 - October 2002
Skills
Series 63, Series 7, Series 66, Variable Annuities, Life Insurance, Finance, Investments, Retirement Planning, Wealth Management
Education
University of North Florida - College of Business Administration 2002 — 2004
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments December 2014 - Present
Fidelity Investments October 2012 - December 2014
Fidelity Investments July 2011 - October 2012
Fidelity Investments February 2008 - July 2011
Fidelity Investments November 2006 - January 2008
United States Navy February 1998 - October 2002
Skills
Series 63, Series 7, Series 66, Variable Annuities, Life Insurance, Finance, Investments, Retirement Planning, Wealth Management
Education
University of North Florida - College of Business Administration 2002 — 2004
Bachelor's Degree, Business Administration and Management, General
Kyle McCombs Kyle McCombs's Fidelity Investments Experience June 2015 - Present
Job
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
Lowes Home Improvement March 2011 - June 2015
Skills
Java, SQL, Agile Methodologies, SDLC, PHP, HTML, Microsoft Office, Windows, Oracle, Software Development, Eclipse, CSS, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon RDS
Education
University of North Carolina at Wilmington 2013 — 2015
B.S. Computer Science, Computer Science
Fidelity Investments June 2015 - Present
Lowes Home Improvement March 2011 - June 2015
Skills
Java, SQL, Agile Methodologies, SDLC, PHP, HTML, Microsoft Office, Windows, Oracle, Software Development, Eclipse, CSS, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon RDS
Education
University of North Carolina at Wilmington 2013 — 2015
B.S. Computer Science, Computer Science
Steve Myrick Steve Myrick's Fidelity Investments Experience September 2015 - Present
Job Threat Intelligence Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2015 - Present
UNC Wilmington July 2015 - Present
Fidelity Investments May 2015 - July 2015
UNC Wilmington May 2014 - May 2015
UNC Wilmington August 2013 - May 2015
UNC Wilmington August 2013 - December 2014
Skills
Customer Service, Microsoft Office, OS X, Event Planning, Event Management, Social Networking, Team Building, Python, Remote Access, Networking, Remote Device Management, Network Administration, Cyber Defense, Security, Final Cut Pro, Team Leadership, Command Line (Unix), Java, Conflict Resolution, Firewall Administration, Kali Linux, pfSense, Software Development, Threat & Vulnerability..., Splunk, Incident Response, Log Analysis, Threat Intelligence
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor's Degree, Computer Science (Business Concentration)
Fidelity Investments September 2015 - Present
UNC Wilmington July 2015 - Present
Fidelity Investments May 2015 - July 2015
UNC Wilmington May 2014 - May 2015
UNC Wilmington August 2013 - May 2015
UNC Wilmington August 2013 - December 2014
Skills
Customer Service, Microsoft Office, OS X, Event Planning, Event Management, Social Networking, Team Building, Python, Remote Access, Networking, Remote Device Management, Network Administration, Cyber Defense, Security, Final Cut Pro, Team Leadership, Command Line (Unix), Java, Conflict Resolution, Firewall Administration, Kali Linux, pfSense, Software Development, Threat & Vulnerability..., Splunk, Incident Response, Log Analysis, Threat Intelligence
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor's Degree, Computer Science (Business Concentration)
Amanda Brzoska Amanda Brzoska's Fidelity Investments Experience May 2008 - November 2008
Job CoOwner / Office Manager at SharkATech
Industry Consumer Services
Experience
Shark-A-Tech January 2014 - Present
My Small Business Assistant, LLC January 2009 - December 2012
Fidelity Investments May 2008 - November 2008
Brzoska Tile Installation, Inc. February 2007 - April 2008
Brzoska Home Improvement, Inc. April 1999 - December 2005
Skills
Analysis, Small Business, QuickBooks, Microsoft Excel, Financial Statements, Start-ups, Social Media, Bookkeeping, Payroll, Account Reconciliation, Accounting, Accounts Payable, General Ledger, Strategic Financial..., Accounts Receivable, Entrepreneurship, Leadership, Budgets, Management, Finance, Nonprofits
Education
University of North Florida - College of Business Administration 2004 — 2009
Bachelor of Business Administration, Financial Services
Shark-A-Tech January 2014 - Present
My Small Business Assistant, LLC January 2009 - December 2012
Fidelity Investments May 2008 - November 2008
Brzoska Tile Installation, Inc. February 2007 - April 2008
Brzoska Home Improvement, Inc. April 1999 - December 2005
Skills
Analysis, Small Business, QuickBooks, Microsoft Excel, Financial Statements, Start-ups, Social Media, Bookkeeping, Payroll, Account Reconciliation, Accounting, Accounts Payable, General Ledger, Strategic Financial..., Accounts Receivable, Entrepreneurship, Leadership, Budgets, Management, Finance, Nonprofits
Education
University of North Florida - College of Business Administration 2004 — 2009
Bachelor of Business Administration, Financial Services
Holly Wainscott's Fidelity Investments Experience August 2011 - Present
Job HR Operations Specialist at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments August 2011 - Present
A + Accommodations and Relocation August 2007 - February 2010
Equity Corporate Housing July 2003 - August 2007
Equity Residential July 2001 - July 2003
Skills
Purchasing, Account Management, Negotiation, Leadership, Marketing, Sales Operations, CRM, Sales, Customer Satisfaction
Education
University of North Carolina at Wilmington
Bachelor of Science, Marketing
Fidelity Investments August 2011 - Present
A + Accommodations and Relocation August 2007 - February 2010
Equity Corporate Housing July 2003 - August 2007
Equity Residential July 2001 - July 2003
Skills
Purchasing, Account Management, Negotiation, Leadership, Marketing, Sales Operations, CRM, Sales, Customer Satisfaction
Education
University of North Carolina at Wilmington
Bachelor of Science, Marketing
Michal Grimes Michal Grimes's Fidelity Investments Experience November 2007 - May 2009
Job 215 & 440 LICENSED INSURANCE SALES BROKER
Industry Insurance
Experience
Florida Blue June 2011 - Present
MICKEY G PHOTOGRAPHY August 2013 - Present
FIDELITY INVESTMENTS November 2007 - May 2009
Sprint Nextel (Digicom) May 2005 - August 2007
STARBUCKS COFFEE COMPANY August 2004 - July 2005
Skills
Training, Coaching, Management, Team Building, Investments
Education
University of North Florida 2004 — 2011
B.A, Psychology
Florida Blue June 2011 - Present
MICKEY G PHOTOGRAPHY August 2013 - Present
FIDELITY INVESTMENTS November 2007 - May 2009
Sprint Nextel (Digicom) May 2005 - August 2007
STARBUCKS COFFEE COMPANY August 2004 - July 2005
Skills
Training, Coaching, Management, Team Building, Investments
Education
University of North Florida 2004 — 2011
B.A, Psychology
Bron Praslicka's Fidelity Investments Experience September 2003 - May 2009
Job Business Professional
Industry Management Consulting
Experience
Whip Industries, Inc April 2012 - April 2015
Coram Deo Academy July 2009 - April 2012
Fidelity Investments September 2003 - May 2009
Allegro Development May 2001 - December 2001
Context Integration October 2000 - April 2001
Whittman-Hart and USWeb/CKS January 1998 - September 2000
Software Spectrum April 1995 - December 1997
Deloitte February 1993 - April 1995
Arthur Andersen & Co. September 1989 - February 1993
Grant Thornton January 1984 - September 1989
Skills
Business Development, Leadership, Strategy, Business Analysis, CRM, New Business Development, Strategic Planning, Financial Modeling, Management, Management Consulting, Project Management, Process Improvement, Marketing, Team Building, Finance, Analysis, Business Process..., Business Strategy, Strategic Financial..., Program Management, Budgets, Human Resources, Collaborative Leadership, Technology Management, Operations Management, Financial Reporting, Technology Needs..., Business Operations, Forecasting, Business Process, Project Planning, Microsoft Excel, Financial Analysis, Sales Management, Risk Management, Change Management, Sales Strategy, Account Management, Marketing Strategy, Start-ups, Cross-functional Team..., Integration, Vendor Relationship..., Business Partner..., Vendor Management, Solution Selling, Cloud Computing, Enterprise Software, Sales, Selling
Education
University of North Texas 1980 — 1983
BS
University of North Texas
Master's Degree
Whip Industries, Inc April 2012 - April 2015
Coram Deo Academy July 2009 - April 2012
Fidelity Investments September 2003 - May 2009
Allegro Development May 2001 - December 2001
Context Integration October 2000 - April 2001
Whittman-Hart and USWeb/CKS January 1998 - September 2000
Software Spectrum April 1995 - December 1997
Deloitte February 1993 - April 1995
Arthur Andersen & Co. September 1989 - February 1993
Grant Thornton January 1984 - September 1989
Skills
Business Development, Leadership, Strategy, Business Analysis, CRM, New Business Development, Strategic Planning, Financial Modeling, Management, Management Consulting, Project Management, Process Improvement, Marketing, Team Building, Finance, Analysis, Business Process..., Business Strategy, Strategic Financial..., Program Management, Budgets, Human Resources, Collaborative Leadership, Technology Management, Operations Management, Financial Reporting, Technology Needs..., Business Operations, Forecasting, Business Process, Project Planning, Microsoft Excel, Financial Analysis, Sales Management, Risk Management, Change Management, Sales Strategy, Account Management, Marketing Strategy, Start-ups, Cross-functional Team..., Integration, Vendor Relationship..., Business Partner..., Vendor Management, Solution Selling, Cloud Computing, Enterprise Software, Sales, Selling
Education
University of North Texas 1980 — 1983
BS
University of North Texas
Master's Degree
Stanley Butler's Fidelity Investments Experience September 2006 - July 2010
Job Investment Compliance / Relationship Management / International Business Analysis
Industry Banking
Experience
Wells Fargo September 2014 - Present
Deutsche Bank February 2011 - September 2013
Fidelity Investments September 2006 - July 2010
Blue Cross Blue Shield of Florida January 2001 - January 2005
Skills
Relationship Management, Mutual Funds, Securities, Asset Allocation, Investment Strategies, Coaching, Risk Management, Business Process..., Employee Benefits, Strategic Financial..., Business Analysis, Coding Languages, Spanish-speaking, UCITS, Project Management, German, Presentation Development, Metrics Reporting, Investments, Financial Markets
Education
University of North Florida - College of Business Administration 1998 — 2001
B.A., Finance, Marketing, International Business, Economics, Spanish
Wells Fargo September 2014 - Present
Deutsche Bank February 2011 - September 2013
Fidelity Investments September 2006 - July 2010
Blue Cross Blue Shield of Florida January 2001 - January 2005
Skills
Relationship Management, Mutual Funds, Securities, Asset Allocation, Investment Strategies, Coaching, Risk Management, Business Process..., Employee Benefits, Strategic Financial..., Business Analysis, Coding Languages, Spanish-speaking, UCITS, Project Management, German, Presentation Development, Metrics Reporting, Investments, Financial Markets
Education
University of North Florida - College of Business Administration 1998 — 2001
B.A., Finance, Marketing, International Business, Economics, Spanish
Ashley Tran Ashley Tran's Fidelity Investments Experience May 2015 - Present
Job at
Industry Marketing and Advertising
Experience
Fidelity Investments May 2015 - Present
Massage Envy November 2013 - Present
Golden Group Promotions July 2013 - September 2013
Planet Tan January 2013 - July 2013
Wet Seal, Inc June 2011 - August 2012
Zios Italian Kitchen July 2008 - August 2012
Skills
Customer Service, Sales, Leadership, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Photoshop, Data Entry, English, Research, Conflict Resolution, Windows, Social Media, Public Speaking, Marketing Communications, Critical Thinking, Solutions Marketing
Education
University of North Texas 2011 — 2015
Bachelor of Business Administration (BBA), Business Marketing
Keller Central High School 2007 — 2011
High School Diploma
Fidelity Investments May 2015 - Present
Massage Envy November 2013 - Present
Golden Group Promotions July 2013 - September 2013
Planet Tan January 2013 - July 2013
Wet Seal, Inc June 2011 - August 2012
Zios Italian Kitchen July 2008 - August 2012
Skills
Customer Service, Sales, Leadership, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Photoshop, Data Entry, English, Research, Conflict Resolution, Windows, Social Media, Public Speaking, Marketing Communications, Critical Thinking, Solutions Marketing
Education
University of North Texas 2011 — 2015
Bachelor of Business Administration (BBA), Business Marketing
Keller Central High School 2007 — 2011
High School Diploma
Michelle Willcox Michelle Willcox's Fidelity Investments Experience July 2012 - December 2013
Job Software Developer
Industry Computer Software
Experience
Ipreo January 2014 - June 2015
Fidelity Investments July 2012 - December 2013
Signal August 2011 - May 2012
American Red Cross February 2011 - July 2011
Skills
C#, Web Development, SQL, OOP, Windows, JavaScript, Software Development, AngularJS
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science, Computer Science
Ipreo January 2014 - June 2015
Fidelity Investments July 2012 - December 2013
Signal August 2011 - May 2012
American Red Cross February 2011 - July 2011
Skills
C#, Web Development, SQL, OOP, Windows, JavaScript, Software Development, AngularJS
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science, Computer Science
Brian Hesler's Fidelity Investments Experience July 2006 - April 2015
Job Financial Advisor at Kendall Financial, LLC
Industry Financial Services
Experience
Kendall Financial LLC June 2015 - Present
Fidelity Investments July 2006 - April 2015
Skills
Investing, Networking, Project Planning, Business Planning, Financial Planning, Portfolio Management, Mutual Funds, Stocks, Retirement Planning, Microsoft Excel, Investments, Customer Service, Strategic Planning, Team Building
Education
University of North Texas 2001 — 2006
Bachelors of Business Administration, Economics
Rockwall High School 1998 — 2000
High School
Kendall Financial LLC June 2015 - Present
Fidelity Investments July 2006 - April 2015
Skills
Investing, Networking, Project Planning, Business Planning, Financial Planning, Portfolio Management, Mutual Funds, Stocks, Retirement Planning, Microsoft Excel, Investments, Customer Service, Strategic Planning, Team Building
Education
University of North Texas 2001 — 2006
Bachelors of Business Administration, Economics
Rockwall High School 1998 — 2000
High School
Victoria Lowell Victoria Lowell's Fidelity Investments Experience June 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2015 - Present
Rx To You April 2014 - June 2015
Jerrys Sports Bar February 2011 - June 2015
Handmade Restaurants January 2012 - December 2014
Guardian Home Healthcare January 2006 - December 2008
Skills
Accounting, Peachtree, Microsoft Office, Microsoft Excel, Microsoft Word, Macintosh Applications
Education
University of North Florida 2009 — 2015
Bachelor's degree, Business Administration and Management, General
Fidelity Investments June 2015 - Present
Fidelity Investments June 2015 - Present
Rx To You April 2014 - June 2015
Jerrys Sports Bar February 2011 - June 2015
Handmade Restaurants January 2012 - December 2014
Guardian Home Healthcare January 2006 - December 2008
Skills
Accounting, Peachtree, Microsoft Office, Microsoft Excel, Microsoft Word, Macintosh Applications
Education
University of North Florida 2009 — 2015
Bachelor's degree, Business Administration and Management, General
Hoskins Jonathan Hoskins Jonathan's Fidelity Investments Experience April 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments September 2010 - April 2011
The Lending Group, Inc. May 2005 - May 2007
Skills
Portfolio Management, Credit, Valuation, Risk, Financial Analysis, Series 7, Series 63, Certified Financial..., Series 66, Inside Sales, Customer Retention
Education
University of North Florida - College of Business Administration 2010 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of North Florida - College of Business Administration 2001 — 2005
BBA, Finance
Fidelity Investments April 2011 - Present
Fidelity Investments September 2010 - April 2011
The Lending Group, Inc. May 2005 - May 2007
Skills
Portfolio Management, Credit, Valuation, Risk, Financial Analysis, Series 7, Series 63, Certified Financial..., Series 66, Inside Sales, Customer Retention
Education
University of North Florida - College of Business Administration 2010 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of North Florida - College of Business Administration 2001 — 2005
BBA, Finance
Steven N. Nick Delaparte Steven N. Nick Delaparte's Fidelity Investments Experience January 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Outback Steakhouse June 2011 - January 2014
UBS Wealth Management September 2013 - December 2013
Ambling Management Company August 2010 - June 2011
CVS Pharmacy May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Finance, Managerial Finance, Golf, Investments, Customer Service, Leadership, Budgets, Entrepreneurship, Financial Analysis, Sales, Marketing
Education
University of North Florida - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments January 2014 - Present
Outback Steakhouse June 2011 - January 2014
UBS Wealth Management September 2013 - December 2013
Ambling Management Company August 2010 - June 2011
CVS Pharmacy May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Finance, Managerial Finance, Golf, Investments, Customer Service, Leadership, Budgets, Entrepreneurship, Financial Analysis, Sales, Marketing
Education
University of North Florida - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Scott Imada Scott Imada's Fidelity Investments Experience January 2011 - August 2012
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2013 - Present
WinCo Foods October 2012 - June 2013
Fidelity Investments January 2011 - August 2012
Winn Dixie Stores September 2009 - January 2011
Publix August 2003 - September 2009
Skills
Grocery, Supermarkets, Grocery Industry, Gross Profit, Planograms, Shrinkage, Merchandising, Store Management, Cashiering, Loss Prevention, Shrink Management, Retail, Inventory Control, Assortment, Inventory Management, CPFR, Space Management, Store Operations, Profit, Visual Merchandising, Investments, Investment Strategies, Stock Trading, Stock Market, IPO, ACATS, Mutual Funds, Series 7, Series 63, Wealth Management, CRM, Siebel, SharePoint, Margin, Options Strategies, Day Trading, MRDs, Retirement Planning, Tax Forms, Finance, Financial Services, Portfolio Management
Education
University of North Florida
Bachelor’s Degree, Finance, General
Scottrade April 2013 - Present
WinCo Foods October 2012 - June 2013
Fidelity Investments January 2011 - August 2012
Winn Dixie Stores September 2009 - January 2011
Publix August 2003 - September 2009
Skills
Grocery, Supermarkets, Grocery Industry, Gross Profit, Planograms, Shrinkage, Merchandising, Store Management, Cashiering, Loss Prevention, Shrink Management, Retail, Inventory Control, Assortment, Inventory Management, CPFR, Space Management, Store Operations, Profit, Visual Merchandising, Investments, Investment Strategies, Stock Trading, Stock Market, IPO, ACATS, Mutual Funds, Series 7, Series 63, Wealth Management, CRM, Siebel, SharePoint, Margin, Options Strategies, Day Trading, MRDs, Retirement Planning, Tax Forms, Finance, Financial Services, Portfolio Management
Education
University of North Florida
Bachelor’s Degree, Finance, General
Brandon Donovan's Fidelity Investments Experience December 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Deutsche Bank September 2014 - December 2014
Morgan Stanley Wealth Management August 2013 - May 2014
Ice House America April 2013 - August 2013
Kemper Corporation May 2012 - August 2012
Outback Steakhouse August 2011 - March 2012
Creeks Clash Athletic Association January 2006 - January 2008
Skills
CRM, Finance, Human Resources, Research, Investments, Policy, Soccer, Financial Modeling, Time Management, Microsoft Excel, Teamwork, SPSS, Marketing, Management, Quantitative Analytics, Economics
Education
University of North Florida 2009 — 2014
Economics, 3.3
Coggin College of Business, AACSB Accredited 2010 — 2013
Bachelor of Business Administration, Economics
University of North Florida 2009 — 2013
Fidelity Investments December 2014 - Present
Deutsche Bank September 2014 - December 2014
Morgan Stanley Wealth Management August 2013 - May 2014
Ice House America April 2013 - August 2013
Kemper Corporation May 2012 - August 2012
Outback Steakhouse August 2011 - March 2012
Creeks Clash Athletic Association January 2006 - January 2008
Skills
CRM, Finance, Human Resources, Research, Investments, Policy, Soccer, Financial Modeling, Time Management, Microsoft Excel, Teamwork, SPSS, Marketing, Management, Quantitative Analytics, Economics
Education
University of North Florida 2009 — 2014
Economics, 3.3
Coggin College of Business, AACSB Accredited 2010 — 2013
Bachelor of Business Administration, Economics
University of North Florida 2009 — 2013
Mackenzie Max Koets Mackenzie Max Koets's Fidelity Investments Experience October 2014 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments April 2014 - October 2014
XPO Logistics, Inc. October 2013 - April 2014
PHH Mortgage May 2010 - September 2013
Skills
Account Management, Warehousing, Shipping, Pricing, Bid Pricing, Logistics, Sales Management, Transportation, Mortgage Lending, Mortgage Underwriting, Mortgage Servicing, Customer Service, Salesforce.com, Direct Sales, Loan Origination, Team Building, Microsoft Office, Cold Calling, FHA, Home Equity Loans, Mortgage Banking, Integrity, Social Media Marketing, Sales, Public Speaking, Sales Operations, Management, Residential Mortgages, Credit, Sales Process, Banking, Loans, Leadership, Public Relations, Project Management, Customer Satisfaction, Negotiation, Investments, Refinance, Sales Presentations, Outlook
Education
University of North Florida
Psychology, Industrialized Organizational, Social, Advanced Child Psychology
Fidelity Investments October 2014 - Present
Fidelity Investments April 2014 - October 2014
XPO Logistics, Inc. October 2013 - April 2014
PHH Mortgage May 2010 - September 2013
Skills
Account Management, Warehousing, Shipping, Pricing, Bid Pricing, Logistics, Sales Management, Transportation, Mortgage Lending, Mortgage Underwriting, Mortgage Servicing, Customer Service, Salesforce.com, Direct Sales, Loan Origination, Team Building, Microsoft Office, Cold Calling, FHA, Home Equity Loans, Mortgage Banking, Integrity, Social Media Marketing, Sales, Public Speaking, Sales Operations, Management, Residential Mortgages, Credit, Sales Process, Banking, Loans, Leadership, Public Relations, Project Management, Customer Satisfaction, Negotiation, Investments, Refinance, Sales Presentations, Outlook
Education
University of North Florida
Psychology, Industrialized Organizational, Social, Advanced Child Psychology
Thomas Payne II Thomas Payne II's Fidelity Investments Experience July 2014 - Present
Job Associate QA Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
US Navy August 2007 - August 2011
Skills
Navy, Networking, Information Systems..., Leadership, Hardware, Software Installation, Team Leadership, Culinary Skills, Security Clearance, Java, Systems Analysis, Web Development, Business Applications, HTML 5, Microsoft SQL Server, CSS3, Visual Basic, IT Project & Program..., Managing Database, Software, Parasoft soatest
Education
University of North Carolina at Wilmington 2013 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.1
Western Carolina University 2011 — 2012
Bachelor of Business Administration (BBA), Computer and Information Sciences, General, 3.2
Fidelity Investments July 2014 - Present
US Navy August 2007 - August 2011
Skills
Navy, Networking, Information Systems..., Leadership, Hardware, Software Installation, Team Leadership, Culinary Skills, Security Clearance, Java, Systems Analysis, Web Development, Business Applications, HTML 5, Microsoft SQL Server, CSS3, Visual Basic, IT Project & Program..., Managing Database, Software, Parasoft soatest
Education
University of North Carolina at Wilmington 2013 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.1
Western Carolina University 2011 — 2012
Bachelor of Business Administration (BBA), Computer and Information Sciences, General, 3.2
Jason Winegeart Jason Winegeart's Fidelity Investments Experience May 2013 - Present
Job Investments Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Education
University of North Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Management
Fidelity Investments May 2013 - Present
Education
University of North Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Management
Emina Palislamovic's Fidelity Investments Experience November 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments June 2011 - November 2013
Bank of America August 2010 - June 2011
Northwestern Mutual October 2009 - August 2010
Skills
Series 7, Series 63, Paraplanning, Stock Trading, Finance, Microsoft Office, Microsoft Word, Oral & Written..., Sales, Insurance, Customer Service, Credit, Microsoft Excel, Cold Calling, PowerPoint
Education
University of North Florida - College of Business Administration 2008 — 2010
Bachelor of Science (BS), Majored in Finance, Minored in International Business and Economics
Fidelity Investments November 2013 - Present
Fidelity Investments June 2011 - November 2013
Bank of America August 2010 - June 2011
Northwestern Mutual October 2009 - August 2010
Skills
Series 7, Series 63, Paraplanning, Stock Trading, Finance, Microsoft Office, Microsoft Word, Oral & Written..., Sales, Insurance, Customer Service, Credit, Microsoft Excel, Cold Calling, PowerPoint
Education
University of North Florida - College of Business Administration 2008 — 2010
Bachelor of Science (BS), Majored in Finance, Minored in International Business and Economics
Charles Cox's Fidelity Investments Experience August 2014 - June 2015
Job Registered Associate at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley June 2015 - Present
Fidelity Investments August 2014 - June 2015
Strategic Value Media July 2013 - July 2014
Historic Wilmington Foundation August 2012 - May 2013
UNC Wilmington 2009 - 2013
Empire GFX May 2012 - August 2012
Kona Ice April 2011 - September 2011
Lids Locker Room October 2010 - April 2011
Skills
PowerPoint, Customer Service, Magazines, Sales, Publishing, Social Media, Microsoft Office, Retail, Facebook, Microsoft Excel, Microsoft Word, Time Management, Public Relations, Event Planning, Social Networking, Advertising, Wordpress
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
University of North Carolina at Wilmington 2009 — 2013
Minor, Journalism
Morgan Stanley June 2015 - Present
Fidelity Investments August 2014 - June 2015
Strategic Value Media July 2013 - July 2014
Historic Wilmington Foundation August 2012 - May 2013
UNC Wilmington 2009 - 2013
Empire GFX May 2012 - August 2012
Kona Ice April 2011 - September 2011
Lids Locker Room October 2010 - April 2011
Skills
PowerPoint, Customer Service, Magazines, Sales, Publishing, Social Media, Microsoft Office, Retail, Facebook, Microsoft Excel, Microsoft Word, Time Management, Public Relations, Event Planning, Social Networking, Advertising, Wordpress
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
University of North Carolina at Wilmington 2009 — 2013
Minor, Journalism
Robert Monda's Fidelity Investments Experience February 2008 - November 2008
Job Manager at Culver's of Navarre, FL
Industry Hospitality
Experience
Culver's of Navarre, FL April 2015 - Present
Alaqua Pools October 2013 - April 2015
Waste Management June 2011 - August 2013
Waste Management February 2011 - June 2011
Waste Management September 2010 - November 2010
Mi-Ty Contracting January 2009 - August 2010
Fidelity Investments February 2008 - November 2008
Skills
Operations Management, Customer Service, Leadership, Budgets, Strategic Planning, Process Improvement, Logistics, Microsoft Office, Change Management, Team Management, Public Speaking, Transportation..., Transportation Safety, Waste to Energy, Waste Management, Waste Reduction, Hazardous Waste..., Inspiring People, Transportation, Contract Management, Account Management, Coaching, Management, Team Building, Sales Management, Training, Team Leadership, Employee Relations, Outlook, Leadership Development, Recycling, Contract Negotiation, Project Planning, Recruiting, Performance Management, Forecasting, Microsoft Excel, Microsoft Word, Project Management, Teamwork, Operational Excellence, Human Resources, Financial Analysis, Government, Continuous Improvement, Business Process..., PowerPoint, Time Management, Negotiation, Sales
Education
University of North Florida 2002 — 2007
Bachelor of Business Administration (B.B.A.), Economics
Niceville High School 1998 — 2002
High School Diploma, General Education
Culver's of Navarre, FL April 2015 - Present
Alaqua Pools October 2013 - April 2015
Waste Management June 2011 - August 2013
Waste Management February 2011 - June 2011
Waste Management September 2010 - November 2010
Mi-Ty Contracting January 2009 - August 2010
Fidelity Investments February 2008 - November 2008
Skills
Operations Management, Customer Service, Leadership, Budgets, Strategic Planning, Process Improvement, Logistics, Microsoft Office, Change Management, Team Management, Public Speaking, Transportation..., Transportation Safety, Waste to Energy, Waste Management, Waste Reduction, Hazardous Waste..., Inspiring People, Transportation, Contract Management, Account Management, Coaching, Management, Team Building, Sales Management, Training, Team Leadership, Employee Relations, Outlook, Leadership Development, Recycling, Contract Negotiation, Project Planning, Recruiting, Performance Management, Forecasting, Microsoft Excel, Microsoft Word, Project Management, Teamwork, Operational Excellence, Human Resources, Financial Analysis, Government, Continuous Improvement, Business Process..., PowerPoint, Time Management, Negotiation, Sales
Education
University of North Florida 2002 — 2007
Bachelor of Business Administration (B.B.A.), Economics
Niceville High School 1998 — 2002
High School Diploma, General Education
Robert Lejarre's Fidelity Investments Experience March 2007 - May 2011
Job Information Security and Risk Management Professional
Industry Information Technology and Services
Experience
TrueBridge Resources May 2011 - October 2011
Fidelity Investments March 2007 - May 2011
Stevens Technologies January 2007 - March 2007
Sapphire Technologies October 2005 - October 2006
ComputerNet Resource Group August 2005 - October 2005
Saphhire Technologies February 2004 - August 2005
Northrop Grummans IT March 2000 - February 2004
Skills
Information Security..., Information Security..., Information Security..., Governance, Risk and..., Operational Information..., Project Management, HIPAA, GLBA, NIST, FISMA, PCI, SOX, Payment Industry, Program Management, Compliance, Acquisition Integration, Data Governance, Vulnerability Management, Information Security..., Information Security, Security
Education
University of North Carolina at Wilmington 1989 — 1992
BS BA, Finance
TrueBridge Resources May 2011 - October 2011
Fidelity Investments March 2007 - May 2011
Stevens Technologies January 2007 - March 2007
Sapphire Technologies October 2005 - October 2006
ComputerNet Resource Group August 2005 - October 2005
Saphhire Technologies February 2004 - August 2005
Northrop Grummans IT March 2000 - February 2004
Skills
Information Security..., Information Security..., Information Security..., Governance, Risk and..., Operational Information..., Project Management, HIPAA, GLBA, NIST, FISMA, PCI, SOX, Payment Industry, Program Management, Compliance, Acquisition Integration, Data Governance, Vulnerability Management, Information Security..., Information Security, Security
Education
University of North Carolina at Wilmington 1989 — 1992
BS BA, Finance
Ken Keating's Fidelity Investments Experience July 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Merrill Lynch November 2011 - June 2015
SunGard Wealth Management August 2006 - November 2011
SunGard August 2006 - September 2011
blackbaud January 2005 - July 2006
SunGard March 1992 - December 2004
Ernst & Young June 1988 - June 1990
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Mortgage Lending, Long Term Care Insurance, Risk Analysis, Saving for Education, Life Insurance, Equities, Bonds, Alternative Investments, Cash Flow Forecasting, Variable Annuities, Indexed Annuities, Trading, Investments, Series 7, Series 63, Wealth Management, Retirement, Fixed Annuities, CRM, General Securities..., Management, Series 24, Financial Services, Consulting, Selling, Process Improvement
Education
University of North Florida - College of Business Administration 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Fidelity Investments July 2015 - Present
Merrill Lynch November 2011 - June 2015
SunGard Wealth Management August 2006 - November 2011
SunGard August 2006 - September 2011
blackbaud January 2005 - July 2006
SunGard March 1992 - December 2004
Ernst & Young June 1988 - June 1990
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Mortgage Lending, Long Term Care Insurance, Risk Analysis, Saving for Education, Life Insurance, Equities, Bonds, Alternative Investments, Cash Flow Forecasting, Variable Annuities, Indexed Annuities, Trading, Investments, Series 7, Series 63, Wealth Management, Retirement, Fixed Annuities, CRM, General Securities..., Management, Series 24, Financial Services, Consulting, Selling, Process Improvement
Education
University of North Florida - College of Business Administration 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
James Galley, MBA's Fidelity Investments Experience July 2007 - May 2008
Job Sr. Admin Analyst at Saint Johns County
Industry Utilities
Experience
Saint Johns County June 2013 - Present
Sanchez Wealth Management June 2008 - June 2013
Fidelity Investments July 2007 - May 2008
Merrill Lynch December 2005 - June 2007
Merrill Lynch November 2004 - November 2005
Education
University of North Florida 2010 — 2013
Master of Business Administration (M.B.A.), Economics
University of North Florida - College of Business Administration 2003 — 2007
Finance, Finance & Economics
Saint Johns County June 2013 - Present
Sanchez Wealth Management June 2008 - June 2013
Fidelity Investments July 2007 - May 2008
Merrill Lynch December 2005 - June 2007
Merrill Lynch November 2004 - November 2005
Education
University of North Florida 2010 — 2013
Master of Business Administration (M.B.A.), Economics
University of North Florida - College of Business Administration 2003 — 2007
Finance, Finance & Economics
Afreen Sparkman's Fidelity Investments Experience July 2012 - Present
Job Senior Software Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments August 2009 - July 2012
The Beryl Companies February 2009 - August 2009
Fidelity Investments June 2007 - February 2009
University of North Texas 2000 - 2007
Sante Rehabilitation Group August 2005 - May 2006
University of North Texas June 2005 - July 2005
Skills
SQL, Unix, Databases, Java, Business Analysis, Visual Basic, JavaScript, Eclipse, Windows, Software Development, SharePoint, Business Intelligence, Access, DB2, HTML, Java Enterprise Edition, MySQL, PHP, Software Documentation, JSP
Education
University of North Texas 2004 — 2007
MBA, Finance
University of North Texas 1998 — 2003
BS, BCIS
Mastermind 1996 — 1997
Alevels, SCIENCE
Dhanmondi Tutorial 1983 — 1995
Olevels, Science
Fidelity Investments July 2012 - Present
Fidelity Investments August 2009 - July 2012
The Beryl Companies February 2009 - August 2009
Fidelity Investments June 2007 - February 2009
University of North Texas 2000 - 2007
Sante Rehabilitation Group August 2005 - May 2006
University of North Texas June 2005 - July 2005
Skills
SQL, Unix, Databases, Java, Business Analysis, Visual Basic, JavaScript, Eclipse, Windows, Software Development, SharePoint, Business Intelligence, Access, DB2, HTML, Java Enterprise Edition, MySQL, PHP, Software Documentation, JSP
Education
University of North Texas 2004 — 2007
MBA, Finance
University of North Texas 1998 — 2003
BS, BCIS
Mastermind 1996 — 1997
Alevels, SCIENCE
Dhanmondi Tutorial 1983 — 1995
Olevels, Science
Assam Chigodo's Fidelity Investments Experience July 2009 - Present
Job Senior Software Engineer Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2009 - Present
Fidelity Investments July 2008 - October 2008
Skills
Agile Methodologies, COBOL, Mainframe, SDLC, SQL, Unix, XML, JavaScript, Oracle, PL/SQL, Requirements Analysis, Java Enterprise Edition, Web Services, Unix Shell Scripting, Software Development
Education
University of North Texas 2004 — 2008
Bachelor's, Business Computer Information Systems
Fidelity Investments July 2009 - Present
Fidelity Investments July 2008 - October 2008
Skills
Agile Methodologies, COBOL, Mainframe, SDLC, SQL, Unix, XML, JavaScript, Oracle, PL/SQL, Requirements Analysis, Java Enterprise Edition, Web Services, Unix Shell Scripting, Software Development
Education
University of North Texas 2004 — 2008
Bachelor's, Business Computer Information Systems
Prescott Rowe's Fidelity Investments Experience February 2015 - Present
Job Central Relationship Manager
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - February 2015
Merrill Lynch January 2013 - August 2014
Merrill Lynch December 2011 - January 2013
Merrill Lynch January 2011 - December 2011
Skills
Microsoft Word, Series 7, Investments, Portfolio Management, Retirement, Microsoft Office, Sales, Financial Services, Retirement Planning, Financial Analysis
Education
University of North Florida 2000 — 2007
Communications, Broadcast Journalism
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - February 2015
Merrill Lynch January 2013 - August 2014
Merrill Lynch December 2011 - January 2013
Merrill Lynch January 2011 - December 2011
Skills
Microsoft Word, Series 7, Investments, Portfolio Management, Retirement, Microsoft Office, Sales, Financial Services, Retirement Planning, Financial Analysis
Education
University of North Florida 2000 — 2007
Communications, Broadcast Journalism
Matthew Holibaugh's Fidelity Investments Experience January 2008 - Present
Job Stock Broker
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Education
University of North Florida - College of Business Administration 2006 — 2007
Fidelity Investments January 2008 - Present
Education
University of North Florida - College of Business Administration 2006 — 2007
Lisa Bronn's Fidelity Investments Experience March 2001 - Present
Job Consultant, Implementation Business Analyst
Industry Financial Services
Experience
Fidelity Investments March 2001 - Present
Skills
Defined Benefit, Business Analysis, Financial Services, Retirement, 401k, Pensions
Education
University of North Florida
Fidelity Investments March 2001 - Present
Skills
Defined Benefit, Business Analysis, Financial Services, Retirement, 401k, Pensions
Education
University of North Florida
Glenn Vopper II's Fidelity Investments Experience
Job HNW Case Manager
Industry Financial Services
Experience
Fidelity Investments
Skills
Investments
Education
University of North Florida 2000 — 2007
Fidelity Investments
Skills
Investments
Education
University of North Florida 2000 — 2007
Ayveel Robinson's Fidelity Investments Experience May 2008 - November 2011
Job Analyst
Industry Investment Management
Experience
Carlson Capital November 2011 - Present
Fidelity Investments May 2008 - November 2011
Interstate Batteries October 2007 - December 2007
Diverse Marketing May 2007 - July 2007
Shelton Group October 2005 - March 2006
Skills
AS400, Business Objects, Team Leadership, Outlook, Excel, Advent, Trading, Financial Services, Settlement, Financial Analysis, Hedge Funds, Alternative Investments, Securities, FX Options, Fixed Income, Bonds, Treasury Management, Mutual Funds, Back Office, Bloomberg, Bloomberg Terminal, Derivatives, Corporate Actions, Finance, Global Custody, Account Reconciliation, Equity Derivatives, Credit Derivatives, Investment Management, Equities, Process Improvement, Investments
Education
University of North Texas 2002 — 2007
Bachelor of Science, Merchandising w/ Minor In Finance
Carlson Capital November 2011 - Present
Fidelity Investments May 2008 - November 2011
Interstate Batteries October 2007 - December 2007
Diverse Marketing May 2007 - July 2007
Shelton Group October 2005 - March 2006
Skills
AS400, Business Objects, Team Leadership, Outlook, Excel, Advent, Trading, Financial Services, Settlement, Financial Analysis, Hedge Funds, Alternative Investments, Securities, FX Options, Fixed Income, Bonds, Treasury Management, Mutual Funds, Back Office, Bloomberg, Bloomberg Terminal, Derivatives, Corporate Actions, Finance, Global Custody, Account Reconciliation, Equity Derivatives, Credit Derivatives, Investment Management, Equities, Process Improvement, Investments
Education
University of North Texas 2002 — 2007
Bachelor of Science, Merchandising w/ Minor In Finance
Allyson Mullins's Fidelity Investments Experience January 2012 - April 2013
Job Operations Analyst at JEA (Contract through Randstad USA)
Industry Utilities
Experience
Randstad USA June 2013 - Present
Fidelity Investments January 2012 - April 2013
Borders Group, Inc. May 2010 - May 2011
Dillards September 2008 - October 2009
Skills
Project Management, Administrative..., Microsoft Office, Oracle E-Business Suite, Business Intelligence, Microsoft Project, Budgets, Customer Service, Sales, Maximo, Problem Solving, Citrix, Critical Thinking, Professional..., Public Speaking, SharePoint, Market Research, Process Improvement, Project Estimation, Electric Development, Investments, Personal Finance, College Savings Plans, Event Planning
Education
University of North Florida 2007 — 2011
Political Science - Public Law
Randstad USA June 2013 - Present
Fidelity Investments January 2012 - April 2013
Borders Group, Inc. May 2010 - May 2011
Dillards September 2008 - October 2009
Skills
Project Management, Administrative..., Microsoft Office, Oracle E-Business Suite, Business Intelligence, Microsoft Project, Budgets, Customer Service, Sales, Maximo, Problem Solving, Citrix, Critical Thinking, Professional..., Public Speaking, SharePoint, Market Research, Process Improvement, Project Estimation, Electric Development, Investments, Personal Finance, College Savings Plans, Event Planning
Education
University of North Florida 2007 — 2011
Political Science - Public Law
Audrey Ball's Fidelity Investments Experience 1993 - 2008
Job Programmer / Analyst at Broadridge
Industry Computer Software
Experience
Broadridge April 2010 - Present
LXI Enterprise Storage July 2008 - February 2009
Fidelity Investments 1993 - 2008
Education
University of North Texas 1980 — 1984
Bachelor of Science (B.S.), Computer Science
Broadridge April 2010 - Present
LXI Enterprise Storage July 2008 - February 2009
Fidelity Investments 1993 - 2008
Education
University of North Texas 1980 — 1984
Bachelor of Science (B.S.), Computer Science
Juan Simons's Fidelity Investments Experience April 2008 - July 2008
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Fidelity Investments April 2008 - July 2008
Website Pros August 2004 - March 2008
Duval County School Board October 2003 - June 2004
Fort Caroline National Memorial January 2003 - May 2003
University of North Florida August 2001 - May 2003
Education
University of North Florida 1998 — 2003
BA, History
Fidelity Investments April 2008 - July 2008
Website Pros August 2004 - March 2008
Duval County School Board October 2003 - June 2004
Fort Caroline National Memorial January 2003 - May 2003
University of North Florida August 2001 - May 2003
Education
University of North Florida 1998 — 2003
BA, History
John Nicholson III's Fidelity Investments Experience October 2005 - March 2011
Job Benefit Plan Services
Industry Financial Services
Experience
Fidelity Investments October 2005 - March 2011
Education
University of North Carolina at Wilmington 1999 — 2003
Business Administration, Finance
Fidelity Investments October 2005 - March 2011
Education
University of North Carolina at Wilmington 1999 — 2003
Business Administration, Finance
Chase Topol's Fidelity Investments Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial September 2009 - July 2014
Fidelity Investments 2007 - 2009
Skills
Series 7, Series 63, Financial Services, Finance, Customer Service, Life Insurance, Mutual Funds, Trading
Education
University of North Florida - College of Business Administration 2002 — 2006
BBA, Financial Services
University of North Florida
Prudential Financial September 2009 - July 2014
Fidelity Investments 2007 - 2009
Skills
Series 7, Series 63, Financial Services, Finance, Customer Service, Life Insurance, Mutual Funds, Trading
Education
University of North Florida - College of Business Administration 2002 — 2006
BBA, Financial Services
University of North Florida
Ashley Conway's Fidelity Investments Experience June 2008 - Present
Job Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Skills
Personal Financial..., Financial Analysis, Financial Advisory, Financial Markets, Series 7, Series 63, FINRA, Uniform Combined State..., Customer Service, Team Building, Management, Sales, Microsoft Office, Microsoft Excel
Education
University of North Florida 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Fidelity Investments June 2008 - Present
Skills
Personal Financial..., Financial Analysis, Financial Advisory, Financial Markets, Series 7, Series 63, FINRA, Uniform Combined State..., Customer Service, Team Building, Management, Sales, Microsoft Office, Microsoft Excel
Education
University of North Florida 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Kurt Fleischmann's Fidelity Investments Experience July 2011 - February 2012
Job Financial Analyst
Industry Financial Services
Experience
Coach (Through Spherion, LLC) June 2013 - Present
ING (Through Kelly Services) June 2012 - April 2013
Fidelity Investments July 2011 - February 2012
Fidelity Investments August 2010 - June 2011
Fidelity Investments June 2008 - August 2008
Skills
FP&A, Inventory Control, Data Analysis, SAP, WMS, MS Excel Pivot Tables, Investments, Equities, Mutual Funds, Retirement Planning, Portfolio Management, Series 7, Securities, Series 63, Finance, Trading, Fixed Income, Derivatives
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.75
Charlotte Country Day School 2002 — 2005
Coach (Through Spherion, LLC) June 2013 - Present
ING (Through Kelly Services) June 2012 - April 2013
Fidelity Investments July 2011 - February 2012
Fidelity Investments August 2010 - June 2011
Fidelity Investments June 2008 - August 2008
Skills
FP&A, Inventory Control, Data Analysis, SAP, WMS, MS Excel Pivot Tables, Investments, Equities, Mutual Funds, Retirement Planning, Portfolio Management, Series 7, Securities, Series 63, Finance, Trading, Fixed Income, Derivatives
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.75
Charlotte Country Day School 2002 — 2005
Savanna Strunk's Fidelity Investments Experience April 2013 - August 2013
Job Account Manager at Cox Media Group
Industry Public Relations and Communications
Experience
Cox Media Group August 2015 - Present
Cox Media Group September 2013 - August 2015
Fidelity Investments April 2013 - August 2013
BCBGMAXAZRIAGROUP March 2010 - April 2013
WARD&WARD Wholesale August 2009 - September 2011
Kellie Maize, House Recording Artist January 2010 - January 2011
Skills
Social Media, Public Relations, Facebook, Editing, Research, Social Networking, Social Media Marketing, Advertising, Marketing Communications, Blogging, Retail, Sales, Window Displays, Merchandising, Market Research, Fashion Buying, Fashion, Sales Management, Clienteling, Trend, Fashion Shows, Sales Operations, Marketing, Marketing Strategy
Education
University of North Florida 2008 — 2011
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Cox Media Group August 2015 - Present
Cox Media Group September 2013 - August 2015
Fidelity Investments April 2013 - August 2013
BCBGMAXAZRIAGROUP March 2010 - April 2013
WARD&WARD Wholesale August 2009 - September 2011
Kellie Maize, House Recording Artist January 2010 - January 2011
Skills
Social Media, Public Relations, Facebook, Editing, Research, Social Networking, Social Media Marketing, Advertising, Marketing Communications, Blogging, Retail, Sales, Window Displays, Merchandising, Market Research, Fashion Buying, Fashion, Sales Management, Clienteling, Trend, Fashion Shows, Sales Operations, Marketing, Marketing Strategy
Education
University of North Florida 2008 — 2011
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Chris Devries's Fidelity Investments Experience February 2010 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments February 2010 - March 2011
TEALBRIDGE, INC April 2009 - February 2010
RFW Wealth Advisors February 2007 - March 2009
Black Creek Outfitters March 2003 - February 2007
Education
University of North Florida
Bachelor of Business Administration, Financial Services; Financial Planning
Fidelity Investments February 2010 - March 2011
TEALBRIDGE, INC April 2009 - February 2010
RFW Wealth Advisors February 2007 - March 2009
Black Creek Outfitters March 2003 - February 2007
Education
University of North Florida
Bachelor of Business Administration, Financial Services; Financial Planning
Nikki Swezey's Fidelity Investments Experience October 2010 - June 2011
Job Associate, Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2015 - Present
Wells Fargo Advisors September 2013 - January 2015
Merrill Lynch January 2012 - May 2013
Fidelity Investments October 2010 - June 2011
Merrill Lynch March 2010 - August 2010
Bank of America July 2006 - March 2010
Bank of America September 2004 - July 2006
Skills
Series 7, Series 63, Notary Public, Credit, Series 6, Investments, Financial Services, Trading, Banking, Finance, Mutual Funds, Wealth Management, Securities, Fixed Income, Financial Advisory, Bloomberg, Equities, Bonds, Portfolio Management, Investment Advisory, Asset Allocation, Uniform Combined State..., Private Banking, Series 66, annuities, Life Insurance, Fixed Annuities
Education
Florida State College at Jacksonville
Associate of Arts (AA), Finance
University of North Florida - College of Business Administration
Finance
Charles Schwab January 2015 - Present
Wells Fargo Advisors September 2013 - January 2015
Merrill Lynch January 2012 - May 2013
Fidelity Investments October 2010 - June 2011
Merrill Lynch March 2010 - August 2010
Bank of America July 2006 - March 2010
Bank of America September 2004 - July 2006
Skills
Series 7, Series 63, Notary Public, Credit, Series 6, Investments, Financial Services, Trading, Banking, Finance, Mutual Funds, Wealth Management, Securities, Fixed Income, Financial Advisory, Bloomberg, Equities, Bonds, Portfolio Management, Investment Advisory, Asset Allocation, Uniform Combined State..., Private Banking, Series 66, annuities, Life Insurance, Fixed Annuities
Education
Florida State College at Jacksonville
Associate of Arts (AA), Finance
University of North Florida - College of Business Administration
Finance
Benjamen Parker, CFP®'s Fidelity Investments Experience November 2008 - Present
Job Licensed Financial Professional
Industry Financial Services
Experience
Fidelity Investments November 2008 - Present
Skills
Investments, Financial Analysis, Banking, Risk Management, Sales
Education
University of North Florida - College of Business Administration 2001 — 2004
Business Adminstration, Marketing
Paxon School for Advanced Studies
Fidelity Investments November 2008 - Present
Skills
Investments, Financial Analysis, Banking, Risk Management, Sales
Education
University of North Florida - College of Business Administration 2001 — 2004
Business Adminstration, Marketing
Paxon School for Advanced Studies
Luke Etherton, CFP®'s Fidelity Investments Experience 2013 - Present
Job Interim Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2013 - Present
Fidelity Investments March 2012 - August 2013
Skills
Series 7, Series 63, Series 66, Financial Planning, Investments, Series 9, Series 10
Education
University of North Florida - College of Business Administration 2002 — 2006
Finance, Investments
Fidelity Investments 2013 - Present
Fidelity Investments March 2012 - August 2013
Skills
Series 7, Series 63, Series 66, Financial Planning, Investments, Series 9, Series 10
Education
University of North Florida - College of Business Administration 2002 — 2006
Finance, Investments
Jessica Winchell's Fidelity Investments Experience
Job Client Service Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Business Analysis
Education
University of North Carolina at Wilmington 1998 — 2002
BA, Psychology
Fidelity Investments
Skills
Business Analysis
Education
University of North Carolina at Wilmington 1998 — 2002
BA, Psychology
Christopher Teeple's Fidelity Investments Experience July 2014 - Present
Job Trading Help Desk Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments April 2012 - July 2014
Brightway Insurance July 2011 - April 2012
Skills
Financial Services, Customer Service, Microsoft Office, Insurance, Property & Casualty...
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration, Financial Services
Fidelity Investments July 2014 - Present
Fidelity Investments April 2012 - July 2014
Brightway Insurance July 2011 - April 2012
Skills
Financial Services, Customer Service, Microsoft Office, Insurance, Property & Casualty...
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration, Financial Services
Brian Gainey's Fidelity Investments Experience September 2012 - Present
Job Investment Sales & Solutions
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
TD Bank Group June 2011 - September 2012
Ruth's Hospitality Group Inc., June 2009 - September 2012
Carrabba's Italian Grill March 2003 - August 2009
EF Education First July 2006 - August 2006
Kindred Healthcare February 2002 - August 2005
Skills
Sales, Microsoft Word, Operations Management, Critical Thinking, Supervising, Personnel Supervision, Sales Operations, Business Operations, Microsoft Outlook, Series 7, Series 63, Series 66
Education
University of North Florida 2003 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, Philosophy
Stanton College Preparatory High School
Fidelity Investments September 2012 - Present
TD Bank Group June 2011 - September 2012
Ruth's Hospitality Group Inc., June 2009 - September 2012
Carrabba's Italian Grill March 2003 - August 2009
EF Education First July 2006 - August 2006
Kindred Healthcare February 2002 - August 2005
Skills
Sales, Microsoft Word, Operations Management, Critical Thinking, Supervising, Personnel Supervision, Sales Operations, Business Operations, Microsoft Outlook, Series 7, Series 63, Series 66
Education
University of North Florida 2003 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, Philosophy
Stanton College Preparatory High School
Daniel McAuliffe's Fidelity Investments Experience October 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Florida Army National Guard December 2005 - Present
Education
University of North Florida 2012 — 2014
B.A., Economics
Fidelity Investments October 2014 - Present
Florida Army National Guard December 2005 - Present
Education
University of North Florida 2012 — 2014
B.A., Economics
Blair Beatty's Fidelity Investments Experience August 2010 - Present
Job Senior Fund Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
JPMorgan Chase August 2008 - August 2010
TD Ameritrade 2006 - 2008
Skills
Mutual Funds, Bloomberg
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Fidelity Investments August 2010 - Present
JPMorgan Chase August 2008 - August 2010
TD Ameritrade 2006 - 2008
Skills
Mutual Funds, Bloomberg
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Cody Southard's Fidelity Investments Experience January 2013 - April 2013
Job Sole Proprietor: Cody's Window Tinting
Industry Financial Services
Experience
Cody's Window Tinting January 2009 - Present
Car Concepts June 2006 - August 2013
Fidelity Investments January 2013 - April 2013
Eisman & Russo August 2008 - December 2008
Skills
Sales, Customer Satisfaction, Inventory Management, Training, Microsoft Office, Marketing, Communication, Finance, Management, Entrepreneurship
Education
University of North Florida 2009 — 2012
Bachelor of Business Administration (B.B.A.) Finance, Summa Cum Laude, 3.85 GPA
Cody's Window Tinting January 2009 - Present
Car Concepts June 2006 - August 2013
Fidelity Investments January 2013 - April 2013
Eisman & Russo August 2008 - December 2008
Skills
Sales, Customer Satisfaction, Inventory Management, Training, Microsoft Office, Marketing, Communication, Finance, Management, Entrepreneurship
Education
University of North Florida 2009 — 2012
Bachelor of Business Administration (B.B.A.) Finance, Summa Cum Laude, 3.85 GPA
Jacqueline Morrell's Fidelity Investments Experience January 2011 - February 2013
Job Data Analyst at Black Diamond Performance Reporting, LLC
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC February 2013 - Present
Fidelity Investments January 2011 - February 2013
Education
University of North Florida 2008 — 2010
Bachelor of Business Administration (BBA), Finance
Black Diamond Performance Reporting, LLC February 2013 - Present
Fidelity Investments January 2011 - February 2013
Education
University of North Florida 2008 — 2010
Bachelor of Business Administration (BBA), Finance
Christopher Sarris's Fidelity Investments Experience June 2013 - November 2014
Job Investment consultant
Industry Financial Services
Experience
Merrill Edge November 2014 - Present
Fidelity Investments June 2013 - November 2014
Bank of America April 2011 - May 2013
Skills
Series 7, Series 63, Notary Public, Sales, Customer Service, 529 Plans, Leadership, Microsoft Office, Microsoft Word, Strategic Planning
Education
University of North Florida 2004 — 2009
Bachelor of Arts (BA)
Merrill Edge November 2014 - Present
Fidelity Investments June 2013 - November 2014
Bank of America April 2011 - May 2013
Skills
Series 7, Series 63, Notary Public, Sales, Customer Service, 529 Plans, Leadership, Microsoft Office, Microsoft Word, Strategic Planning
Education
University of North Florida 2004 — 2009
Bachelor of Arts (BA)
Christopher Cobus's Fidelity Investments Experience April 2012 - Present
Job Financial Consultant Series 7, 63, 66 at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments April 2012 - Present
PGA TOUR October 2010 - June 2012
Skills
Equities, Finance, Financial Services, Investments, Mutual Funds
Education
University of North Florida 2005 — 2010
Bachelor of Science (B.S.), Communication, General
University of North Florida 2005 — 2010
Minor, Criminal Justice/Police Science
Fidelity Investments April 2012 - Present
Fidelity Investments April 2012 - Present
PGA TOUR October 2010 - June 2012
Skills
Equities, Finance, Financial Services, Investments, Mutual Funds
Education
University of North Florida 2005 — 2010
Bachelor of Science (B.S.), Communication, General
University of North Florida 2005 — 2010
Minor, Criminal Justice/Police Science
Ian Alves's Fidelity Investments Experience May 2013 - Present
Job Client Manager at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments September 2007 - May 2013
Education
University of North Florida 2000 — 2005
Bachelor of Science (B.S.), Finance and Financial Management Services
Fidelity Investments May 2013 - Present
Fidelity Investments September 2007 - May 2013
Education
University of North Florida 2000 — 2005
Bachelor of Science (B.S.), Finance and Financial Management Services
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank