Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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Fidelity Investments Employees
Gateway Church June 2013 - Present
L & K Consulting February 2013 - September 2013
The Training Associates March 2012 - December 2012
Bank of America May 2010 - March 2011
Carlisle & Gallagher 2010 - 2010
Fidelity Investments July 2007 - February 2009
Fidelity Investments September 2001 - February 2009
Capital One Investments March 2005 - July 2007
Fidelity Investments September 1999 - March 2005
American Honda Finance 1996 - 1999
Skills
Investments, Mutual Funds, Insurance, 401k, Series 7, Series 63, Equities, Asset Management, Retirement Planning, Process Improvement, Retirement, Customer Relations, Trading, Investment Strategies, Operations Management, Portfolio Management, Business Strategy, Team Leadership, Team Building, Compliance, Asset Allocation, Account Management, Management Consulting, Problem Solving, Benefits Administration, Employee Benefits, Performance Management, Excel, Microsoft Excel, Customer Service, Asset Managment, Leadership, Program Management, Financial Services, Management, Strategic Financial..., Employee Training, Finance, Mortgage Lending, Risk Management, Vendor Management, Training, Financial Analysis
Education
University of North Texas 1992 — 1996
BA, General Studies (Business)
University of North Texas
Bachelor of Arts, Business
Blue Cross Blue Shield of Michigan April 2015 - Present
Perrigo Company plc May 2014 - April 2015
DIRECTV February 2013 - May 2014
Threshold Financial Technologies Inc- BRINKS Family June 2012 - January 2013
Manulife Financial March 2011 - June 2012
Virgin Mobile Canada September 2007 - February 2011
AT&T Mobility (Cingular Mobility) March 1999 - May 2007
Bank of America January 1997 - February 1999
Fidelity Investments February 1995 - January 1997
Skills
•Known as the “can do..., • Skilled communicator..., •Process Improvement, •Team Leadership •..., Budgets, MS Project, Microsoft Office, Organization, Project Management, Business, Research, Production Planning, Project Planning, Project Delivery, Fast-paced, Project Coordination, PMP, SDLC, Team Leadership, Program Management, Skilled Labor, Project Portfolio..., PMO, Process Improvement, Negotiation, Telecommunications, Vendor Management, Emerging Technologies, ITIL Certified, Software Project..., Resource Management, Business Requirements, Business Analysis, Requirements Analysis, Risk Management, Relationship Management, Service Delivery, Change Management, Retail Banking, Integration, Analysis, SharePoint, Management, Cross-functional Team..., Business Process..., Outsourcing, Disaster Recovery, Data Center, Agile Methodologies, Leadership
Education
University of Toronto at Mississauga - Erindale College
University of North Texas 1992 — 1996
Bachelor's degree, Communications
Fidelity Investments June 2014 - Present
Animal Care Technologies January 2014 - May 2014
Clear Satellite May 2013 - July 2013
Classroom Support Services - UNT August 2012 - March 2013
Skills
Problem Solving, Mathematics, Creative Problem Solving, Mac OS, Works well individually, Teamwork, PowerPoint, Statistics
Education
University of North Texas 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
The Village Church July 2005 - Present
ULTA BEAUTY November 2010 - April 2011
THE CENTER FOR CHRISTIAN COUNSELING May 2008 - August 2008
Fidelity Investments January 2007 - December 2007
Fidelity Investments January 2006 - January 2007
Fidelity Investments January 2005 - January 2006
Fidelity Investments January 2001 - January 2004
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1998 - January 2000
Skills
Data Entry, Client Interfacing..., Project Management, Marriage Counseling, Lay Biblical Counseling, Recovery and Support..., Microsoft Office, Office Administration, Creativity, Intuition
Education
University of North Texas
Bachelor of Applied Science (B.A.Sc.), Emphasis in Psychology and Sociology
Damballa, Inc. September 2014 - Present
Odyssey Information Services November 2013 - October 2014
Siemens Enterprise Communications April 2009 - May 2013
Fidelity Investments June 2007 - December 2008
Fidelity Investments June 2001 - June 2007
Fidelity Investments March 1998 - June 2001
Fidelity Investments May 1996 - March 1998
United States Navy April 1992 - April 1996
Skills
Cross-functional Team..., Technical Leadership, Mobile Devices, Cisco IOS, Blackberry Enterprise..., Software Project..., Vendor Management, Service Delivery, Managed Services, Project Management, Integration, Data Center, Cisco Technologies, Enterprise Software, IT Service Management, Wireless, ITIL, Networking, VoIP, Telecommunications, Testing, System Deployment, Process Improvement, Network Administration, Routers, Quality Assurance, Mac OS, iPhone Support, iOS, iPad, Enterprise Operations, Wireless Mobility, Problem Solving, Global IT Operations, Strategic Leadership, Organizational..., Leadership Mentoring, Global Management, Decision Making, Collaborative Leadership, Web Project Management, Windows Mobile, Budget Development, Budget Management, Multi-Site Operations, Consensus Building, Best Practices, Optimizing Performance, Organizational..., P&L Responsibility
Education
University of North Texas
Business Management, Entrepreneurship
Fidelity Investments November 2014 - Present
Bimbo Bakeries USA, Inc. August 2003 - November 2014
The Home Depot May 2002 - August 2003
Elbit Systems of America (formerly EFW Inc.) May 1997 - February 2002
Color Tile 1996 - 1997
Zale 1995 - 1996
Heritage Press 1994 - 1995
Omega Studios 1991 - 1992
Neiman Marcus 1980 - 1991
Skills
Benefits, Compensation, Onboarding, Labor Relations, FMLA, Deferred Compensation, Employee Benefits, Human Resources, ADP Payroll, Benefits Administration, HRIS, New Hire Orientations, HR Policies, Performance Management, Executive Pay, 401k, Employee Handbooks, College Recruiting, Training, Job Descriptions, Coaching, Job Evaluation, Legal Compliance, Defined Benefit, Open Enrollment, Job Analysis, Oracle HR, Compensation & Benefit, Succession Planning, Personnel Management, Employee Relations, Employee Training, Leadership Development, Compensation, Compensation & Benefits
Education
University of North Texas
MBA, Human Resources
Western Illinois University
BBA, Human Resources
CONEXIS, a division of WageWorks, Inc. April 2015 - Present
Verizon Wireless March 2014 - February 2015
Fidelity Investments September 2013 - February 2014
Lowe's Home Improvement 2012 - August 2013
S.C. Associates January 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, MS Project, Customer Service, Outlook, Team Building, SQL, Administrative..., COBOL, Business Analysis, Office Administration, PowerPoint, Data Analysis, Access, C#, Data
Education
University of North Texas 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Computer Information Systems
Fidelity Investments March 2013 - Present
Sabre Holdings May 2012 - August 2012
Citi May 2011 - August 2011
University of North Texas August 2008 - May 2011
Hill College September 2005 - July 2007
Hill College September 2005 - July 2007
Leonard Lewis Sales & Service, LLC January 2002 - July 2007
Skills
Technical Writing, Access, Project Management, SQL, Microsoft Office, Research, PowerPoint, Public Speaking, MySQL, Visio, Java, Microsoft Word, Microsoft Excel, z/OS, COBOL, Business Objects, JCL, Problem Solving, Efficiency, Communication, Clerical Skills, ISPF, SharePoint, Troubleshooting, Testing, Training, Systems Analysis, Software Documentation, Data Analysis
Education
University of North Texas 2007 — 2012
B.S. Degree, Business Computer Information Systems, 3.41
University of North Texas 2007 — 2010
Certificate, Technical Writing
Hill College 2005 — 2007
A.A. Degree; A.A.S. Degree, Computer Science (Business Administration); Computer Science (Microcomputer Applications), 4.0
HD Vest Financial Services January 2012 - Present
TD Ameritrade October 2009 - December 2011
Fidelity Investments June 1998 - June 2008
Fidelity Investments January 1998 - January 2008
KRISTEN H. GORMAN January 1998 - January 2008
Fidelity Investments 1998 - 2008
Fidelity Investments January 2000 - January 2005
Fidelity Investments January 1998 - January 2000
Fidelity Investments 1998 - 2000
BEST COMPANIES January 1997 - January 1998
Skills
Management, Investments, Sales, Retirement Planning, Training, Customer Service, Call Centers, Finance, Equities, Business Planning, Customer Satisfaction, Lead Generation, Series 7, Series 63, Mergers & Acquisitions, Retirement, Mutual Funds, Time Management, Trading, Selling
Education
University of North Texas
BBA, Marketing
TD Ameritrade Institutional December 2014 - Present
TD Ameritrade May 2012 - Present
TD Ameritrade April 1999 - Present
TD Ameritrade January 1999 - Present
Fidelity Investments January 1997 - April 1999
FIDELTY INVESTMENTS January 1997 - January 1999
Skills
Series 7, Series 63, Series 24, Series 3, MS Office Suite, Customer Negotiations, Trading, Investments, FINRA, Equities, Mutual Funds, Options, Securities, Financial Services, Equity Trading, Derivatives, ETFs, Coaching, Options Strategies, Business Analysis, Investment Strategies, Negotiation
Education
University of North Texas
Bachelor, Business Administration; Marketing
Capital One Multifamily Finance August 2010 - Present
PNC October 2006 - August 2010
Fidelity Investments July 2006 - October 2006
Skills
Underwriting, Due Diligence, Valuation, Credit, Financial Analysis, Financial Modeling, Commercial Mortgages, Customer Service, Commercial Real Estate, Real Estate Economics, Portfolio Management
Education
University of North Texas 2000 — 2005
Bachelor of Business Administration (BBA), Business/Commerce, General
Eberhard Karls University of Tübingen 2005 — 2005
German Studies
Fidelity Investments February 2014 - Present
HD Group May 2012 - February 2014
Bank of America February 2010 - May 2012
Skills
Credit, Banking, Financial Analysis, Cash Management, Credit Analysis, Finance, Risk Management
Education
University of North Texas 2007 — 2011
BBA, Finance, 3.2 GPA
Convergys February 2008 - November 2013
Fidelity Investments June 2007 - December 2007
Skills
Spring, Java, JUnit, Hibernate, Linux, Unix, Agile Methodologies, Java Enterprise Edition, Object Oriented Design, J2EE, Servlets, JSP, Red Hat Linux, Eclipse, Maven, Subversion, Spring Framework, FreeBSD, Grails, Groovy, Cognos, XML, Bash, Amazon Web Services..., Jenkins, JIRA, SQL, Spring MVC, Ruby on Rails, Ubuntu, jQuery, HTML5, CSS, JavaScript, Bootstrap, Android Development, Git, Github, Gradle, Artifactory, IntelliJ IDEA, MVC, REST, Mobile Web Design, Test Driven Development, Fedora, Amazon EC2
Education
University of North Texas 2003 — 2007
BS, Information Systems
University of North Texas 2003 — 2007
Minor, Computer Science
Richland High School 1998 — 2001
Fidelity Investments June 2015 - Present
Fidelity Investments May 2010 - June 2015
Fidelity Investments February 2010 - May 2010
Fidelity Investments October 2008 - February 2010
Fidelity Investments May 2007 - October 2008
Fidelity Investments July 2004 - May 2007
Education
University of North Texas 2003 — 2015
BBA, Economics
Carroll High School 1999 — 2003
High School Diploma
Sherman Bridge Lending August 2013 - Present
Cowling Properties, LLC January 2008 - Present
Fidelity Investments February 2013 - December 2013
Skills
Real Estate, Investment Properties, Foreclosures, Property, Real Estate Investor, Contract Negotiation, Sales, Income Properties, Rentals, HUD, REO, Hard Money Lending, Microsoft Excel, Texas Investment..., Sellers, Real Estate Development, Investors, Real Estate Economics, Real Estate Transactions, Short Sales
Education
University of North Texas 2007 — 2009
BS, Criminal Justice
Fidelity Charitable March 2007 - Present
Fidelity Investments Life Insurance April 2004 - March 2007
Fidelity Investments - Personal Investments March 2003 - March 2004
Fidelity Investments 2001 - 2004
The Container Store April 1991 - April 1998
Skills
Financial Planning, Philanthropy, Strategic Financial...
Education
University of North Texas 1987 — 1992
BAA, Music, Counseling, Psychology
Emporia State University August 2014 - Present
University of North Texas June 2010 - August 2014
First American Financial Corporation March 2009 - January 2010
Fidelity Investments June 2008 - December 2008
University of North Texas August 2006 - June 2008
Nicolaus Copernicus University October 2003 - August 2006
Skills
Security, SQL, Visual Basic, Unix, Windows, Databases, SQL Server, DB2, MS Project, Statistics, Data Analysis, Visual Studio, Linux, Research, MySQL, Web Development, SAS, Programming, Database Administration, Analysis, ASP.NET, Database Design, Operating Systems, Data Modeling, Data Mining, Microsoft SQL Server, Business Intelligence, Access, Software Development, Visio, VB.NET, Java, HTML, Perl, University Teaching
Education
University of North Texas 2010 — 2014
Doctor of Philosophy (Ph.D.), Information Systems
University of North Texas 2006 — 2008
M.S., Information Technologies
2002 — 2004
M.S., Accounting
IV LO 1995 — 1999
RealPage, Inc. May 2013 - Present
The Skipper Auto Group April 2012 - April 2013
National Wholesale Auto May 2011 - April 2012
FXCM October 2010 - April 2011
Humana April 2010 - October 2010
Chrysler Financial July 2009 - November 2009
Milliman USA March 2005 - April 2009
Caremark January 2005 - April 2005
Fidelity Investments March 2003 - January 2004
Skills
Excel, Inventory Management, Customer Service, Word, Outlook, Customer Relations, PowerPoint, Problem Solving, Documentation, Microsoft Office, Social Media, Windows, Lotus Notes, Accounting, Data Analysis, Account Management, Team Leadership, Business Analysis, Financial Analysis, Negotiation, Spreadsheets, Retail, Administration, Employee Relations, Supervisory Skills, Microsoft Excel, Analysis, Leadership, Management, Microsoft Word, Payroll, Training
Education
University of North Texas 1998 — 2011
B.A.A.S. Applied Arts & Sciences, Applied Economics
Duncanville High School 1994 — 1998
Diploma, General Studies
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services, Inc. March 2010 - February 2012
Ameriprise Financial Services, Inc. March 1998 - March 2010
Fidelity Investments January 1995 - February 1998
Education
University of North Texas 1990 — 1994
BBA
Fidelity Investments October 2014 - Present
Fidelity Investments April 2013 - October 2014
Fidelity Investments August 2011 - April 2013
Fidelity Investments August 2008 - August 2011
Fidelity Investments October 2004 - August 2008
Wells Fargo 2000 - 2003
Bank of America January 2000 - August 2000
Skills
Retirement Planning, Training, Financial Services, Series 7, Strategic Financial..., Investments, Customer Service, 401k, Process Improvement, Management, Project Management, Instructional Design, Relationship Management, Sales, Needs Analysis, Securities, Workshop Facilitation, Performance Management, Coaching, Series 6, Series 63, Retirement, Risk Management, Leadership, Strategic Planning, Account Management, Life Insurance, Asset Management, Analysis, Banking, Leadership Development, Mutual Funds, Financial Analysis, Wealth Management, Portfolio Management, Adult Education, Uniform Combined State..., Public Speaking, Microsoft Excel, Employee Benefits, Equities, Employee Training, Performance Consulting
Education
College for Financial Planning 2013 — 2015
Certified Financial Planner
University of North Texas 2006 — 2008
Bachelor, English
Fidelity Investments April 2012 - Present
Ceridian 2011 - 2011
Paychex 2010 - 2011
Paycom 2009 - 2010
Paycom 2007 - 2009
Superior Real Estate Solutions October 2005 - December 2007
TD Ameritrade 2003 - 2006
Skills
Excel, Pivot Tables, CRM software, Contract Negotiations, MS Office Suite, Efficiency Improvement, Six Sigma, Solution Selling, Technology Integration, Technology..., Windows XP Professional, Time Management, Software Sales, Coaching, Training & Development, Staff Training, Software Training, SaaS, Sales Management, Sales Process, Sales Operations, Learning Theory, Adult Education, Workforce Management, Workforce Development, Workforce Planning, Human Capital Management, Data Analysis, Systems Analysis, Business Analysis, Accruals, Cloud Computing, New Business Development, Sales Engineering, Pre-sales Consultancy, SQL, Software Installation, A+, WebEx, Virtual Office, Miller Heiman, Software Industry, Marketing, CRM, Process Improvement, Sales, Human Resources, Cold Calling, Integrity, Professional Ethics
Education
University of North Texas 2000 — 2002
BA, Applied Technology Training and Development
Fidelity Investments January 2014 - Present
Fidelity Investments October 2012 - December 2012
Fidelity Investments January 2012 - September 2012
JPMorgan Chase July 2010 - December 2010
Nationstar Mortgage January 2010 - May 2010
JPMorgan Chase 2010 - 2010
Razor January 2009 - May 2009
Nationstar Mortgage June 2009 - 2009
United Mechanical June 2005 - December 2008
Skills
Series 7, Series 63, MBA, Scuba Diving, Customer Service, Series 66, Sales, Retirement Planning, Retirement, Asset Allocation, Mutual Funds, Stocks, ETFs, Asset Management, Call Centers, Microsoft Office, Microsoft Excel, Finance, Securities, Options, Trading, Training, Mortgage Banking, Investments, Financial Services, IRAs, 401k, Investment Advisory, Wealth Management, Bonds, Equities, Leadership
Education
University of North Texas 2009 — 2010
Master of Business Administration (MBA), Finance, General
University of North Texas 2009 — 2010
Masters of Business Administration with a, Finance
Texas A&M University, College 2004 — 2008
Bachelor of Science, University Studies Business
Rockwall County Helping Hands August 2010 - Present
Auction and Event Solutions October 2009 - August 2010
Rockwall Womens League 2007 - 2008
Fidelity Investments 1991 - 2002
Fidelity Investments 1991 - 2002
Fidelity Investments 1991 - 2002
Skills
Event Planning, Fundraising, Non-profits, Special Events, Public Speaking, Nonprofits, Event Management, Sales, Marketing Communications, Training, Public Relations, Social Media Marketing, Community Development, Strategic Planning, Team Building, Volunteer Management, Budgets, Social Media, Community Outreach, Project Management, Marketing, Leadership
Education
University of North Texas 1988 — 1991
BA, Communications and Public Address
Intuit October 2013 - Present
McAfee January 2013 - September 2013
TIAA-CREF 2008 - 2012
Fidelity Investments September 2006 - December 2007
Skills
Series 6, Series 63, Retirement, 401k, Mutual Funds, IRAs, Defined Contribution, Lead Generation, Cross Selling, Information Security, Medicare Advantage, Medicare Prescription..., Cold Calling, Financial Services, CRM, Fixed Annuities, Investments
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments May 2015 - Present
Fidelity Investments September 2012 - May 2015
Fidelity Investments March 2008 - September 2012
Skills
Leadership, Management, Finance, Financial Services, Strategic Financial..., Retirement Planning, 401k, Financial Modeling, Financial Analysis, Insurance, Mutual Funds, Retirement, IRAs
Education
University of North Texas 2009 — 2010
BA, Political Science and Government
PwC July 2015 - Present
Fidelity Investments July 2012 - July 2015
Fidelity Investments January 2012 - July 2012
Fidelity Investments May 2011 - March 2012
Fidelity Investments October 2008 - May 2011
Fidelity Investments March 2006 - October 2008
Skills
Equities, Fixed Income, Microsoft Word, Series 63, Securities, Risk Management, PowerPoint, Writing, Microsoft Excel, Mutual Funds, Options, Options Strategies, Series 7, Series 9/10, Bloomberg Terminal, FBSI, FINRA, Analysis, Leadership, Financial Services, Investments, Alternative Investments, Asset Allocation, Financial Analysis
Education
University of North Texas 2006 — 2010
Master of Arts (M.A.), Philosophy, 4.0
University of North Texas 2000 — 2005
Bachelor of Arts (B.A.), Philosophy and Religious Studies, 3.1
Fidelity Investments October 2012 - Present
Skills
Outstanding Customer..., Proficient in Microsoft..., Microsoft Office, PowerPoint, Research, Retail
Education
University of North Texas 2008 — 2012
B.S., Criminal Justice
Fidelity Investments August 2015 - Present
Fidelity Investments January 2014 - July 2015
Fidelity Investments January 2013 - December 2013
PSR April 2010 - December 2012
Medical Office of Dr. Linda Yeatts September 2007 - September 2010
Scarborough Renaissance Festival April 2009 - May 2009
Skills
Word, Excel, Customer Service, Writing, Microsoft Excel
Education
University of North Texas 2009 — 2012
Bachelor of Arts, Economics and English
North Central Texas College 2007 — 2009
Associate of Arts
Fidelity Investments May 2013 - Present
TD Ameritrade 2009 - May 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2000 - 2004
Fidelity Investments 1996 - 2000
Fidelity Investments 1994 - 1996
Skills
Training, Team Building, Employee Engagement, Leadership, Coaching, Operations Management, Relationship Management, Change Management, Process Improvement, Risk Management, Management, Performance Management, Customer Satisfaction, Performance Consulting, Customer Service, Sales, Leadership Development, Organizational..., Call Centers, Employee Relations, Employee Benefits, Strategy, Vendor Management, Program Management, Financial Services, Onboarding, CRM, Team Leadership, Talent Management, Employee Training, Business Analysis, Cross-functional Team..., Time Management
Education
University of North Texas
BBA, Finance
S&P Capital IQ November 2014 - Present
JP Morgan (Aerotek) April 2014 - November 2014
Fidelity Investments May 2012 - April 2014
Skills
Customer Service, Microsoft Office, Project Management, Leadership, Business Analysis, Financial Analysis, Strategic Planning, Risk Management, Sales, Process Improvement, Account Management, Business Development
Education
University of North Texas 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Breg June 2015 - Present
DSC Logistics - Kimberly Clark May 2014 - March 2015
Solera April 2012 - May 2014
Target May 2010 - August 2012
University of North Texas June 2011 - May 2012
Fidelity Investments March 2012 - March 2012
GE Capital Equipment Finance 2012 - 2012
Skills
Human Resources, Customer Service, Onboarding, Microsoft Office, Team Leadership, Customer Retention, Self-driven, Organizational..., Management, Customer Satisfaction, Business Communications, HR Policies, Team Motivator, Self Starter, Compensation Strategies, Global Compensation, Records Management, Performance Management, Personnel Management, College Recruiting, Event Planning, Employee Training, Employee Benefits, Recruiting, Leadership Development, Applicant Tracking..., Interviews, Time Management, Employee Relations, ADP Payroll, Ultipro, JDE Enterprise One
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration (B.B.A.), Organizational Behavior and Human Resource Management
University of North Texas 2008 — 2012
Europe Study Abroad, International Management and Business Policy, 3.0
AceRealtyPartners September 2015 - Present
el pollo alegre inc. February 2011 - September 2015
Fidelity Investments August 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Coaching, PowerPoint, Management Consulting, Team Building, Customer Service, Financial Accounting, Sales
Education
University of North Texas 2010 — 2014
Bachelor’s Degree, Finance, General, 3.3
Fidelity investments May 2014 - Present
Fidelity Investments April 2013 - Present
Allen ISD June 2006 - April 2013
Skills
Microsoft Office, Team Leadership, Staff Management, Management, PowerPoint, Staff Development, Customer Service, Problem Solving, Series 7, Series 63, Series 4, Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Public Speaking, Sales, Social Networking, Team Building
Education
University of North Texas 2007 — 2012
Bachelor of Business Administration (BBA), Finance
University of North Texas 2007 — 2012
B.A, Finance
Allen High School 2003 — 2007
CuDerm Corporation January 1995 - Present
LevelTen Interactive January 2008 - Present
Fidelity Investments January 1991 - December 1994
Skills
Web Development, Small Business, Email Marketing, CSS, E-commerce, Strategy, Social Media, Project Management, Strategic Partnerships, Financial Analysis, Business Analysis, PHP, MySQL, Leadership, Marketing Strategy, Strategic Planning, Finance, Marketing, Small Business..., Financial Accounting, Accounting, Web Analytics, Drupal
Education
University of North Texas
Bachelor of Business Administration, Corporate Finance
Charles Schwab September 2014 - Present
Continuing Education September 2011 - September 2014
Dell February 2011 - September 2011
Charles Schwab August 2007 - September 2010
Dallas to Austin April 2007 - August 2007
GM Financial (Formerly Americredit) October 2005 - April 2007
Envestnet, Inc (Formerly Placemark Investments) October 2004 - October 2005
AT&T Mobility (Formerly Cingular Wireless) June 2002 - October 2004
Fidelity Investments July 1997 - June 2002
Skills
PMP, Project Management, Leadership, Process Improvement, Strategy, SDLC, Change Management, Program Management, Business Analysis, Vendor Management, Cross-functional Team..., Software Project..., Team Leadership, Quality Assurance, Budgets, Training, Management, Requirements Analysis, Project Planning, Financial Services, Requirements Gathering, Team Building, Project Portfolio..., Outsourcing, Integration, Strategic Planning, Business Process..., Agile Project Management, User Acceptance Testing, Business Process Mapping, Analysis, Visio, MS Project, Risk Management, SharePoint, Business Requirements, Project Delivery, Presentation Preparation, Microsoft Office 2007, Vendor Relations, Budget Management, Microsoft Project
Education
University of North Texas 1995 — 1999
Bachelor's Degree, Finance
Tarrant County Community College 1993 — 1995
Associate's Degree, Business
PricewaterhouseCoopers LLP September 2013 - Present
Fidelity Investments February 2012 - September 2013
Wells Fargo September 2009 - January 2012
Skills
Finance, Analysis, Financial Analysis, Banking, Financial Modeling, Microsoft Excel, Account Reconciliation, Financial Accounting, Mutual Funds, Strategic Financial..., Credit, Fund Accounting, AS400 system, Microsoft Office
Education
University of North Texas 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The Freeman Company September 2014 - Present
Fidelity Investments January 2012 - December 2013
Microsoft Corporation May 1992 - May 2009
Microsoft Corporation July 2002 - May 2007
Microsoft Corporation July 2000 - June 2002
Microsoft Corporation July 1998 - June 2000
Microsoft Corporation July 1997 - June 1998
Microsoft Corporation July 1994 - June 1997
Microsoft Corporation May 1992 - June 1994
Arts & Letters Corporation August 1991 - May 1992
Skills
Program Management, Training, Instructional Design, Leadership, Employee Training, Learning Management, Adult Learning..., Experiential Learning, Distance Learning, Blended Learning, Business Process, Quality Assurance, Strategy, Change Management, Staff Development, Needs Analysis, Project Management, Team Building, Management, Curriculum Design, Workshop Facilitation, Coaching, Performance Improvement, Organizational..., Team Management, Team Leadership, Leadership Development, Technical Writing, Customer Satisfaction, E-Learning, Project Planning, Training Delivery, Data Analysis, Career Development, Executive Coaching, Outsourcing, Analysis, Human Resources, Consulting, Enterprise Software, Organizational Learning, Managing the Learning..., Vendor Management, Mentoring, Onboarding
Education
University of North Texas 2013 — 2015
Bachelor of Applied Science (BASc), Applied Technology and Performance Improvement, Senior
Oxford & County Business College 1986 — 1986
certificate, administration
Executive Secretarial School 1985 — 1986
Business, computer, legal, business
University of North Texas 1984 — 1985
Psychology, Theater
Skyline High School 1979 — 1983
Fidelity Investments May 2014 - Present
Fidelity Investments May 2013 - August 2013
Skills
SQL, COBOL, Java, JavaScript, HTML
Education
University of North Texas 2011 — 2014
Design At Work November 2014 - Present
Landry's Restaurants October 2014 - November 2014
Fidelity Investments September 2013 - September 2014
Fidelity Investments March 2012 - September 2013
Fidelity Investments February 2011 - March 2012
Fidelity Investments August 2008 - March 2011
Leader One Financial June 2007 - September 2007
University of North Texas October 2005 - May 2007
Skills
Project Management, Business Process..., Accounting, Leadership, Business Intelligence, Strategy, Investments, Microsoft Excel, Business Process, Management, Banking, Analysis, Risk Management, Financial Analysis, Financial Services, Process Improvement, Mutual Funds, Finance, Microsoft Office, Customer Service, Marketing, Portfolio Management, Relationship Management
Education
University of North Texas 2005 — 2008
BBA, Finance
klein high school
HARMAN International June 2014 - Present
AMX by HARMAN May 2001 - May 2014
Pratt Hotel Corporation March 1995 - April 2001
Fidelity Investments January 1990 - March 1995
Trammell Crow Company March 1988 - January 1990
Texas Instruments 1983 - 1988
Skills
Organizational..., Human Resources, Executive Management, Business Strategy, International Human..., Start-ups, Acquisition Integration, Mergers & Acquisitions, Employee Relations, Strategic Planning, Employee Engagement, Leadership, Corporate Culture, Talent Management, Leadership Development, New Business Development, Corporate Communications, Coaching, Organizational Strategy, Employee Benefits, Cross-functional Team..., Corporate Ethics, Change Management, Board Relations, Performance Management, sales strategies, Talent Acquisition, Personnel Management, Succession Planning, Process Improvement, Deferred Compensation, Organizational..., Negotiation, Business Process..., Labor Relations, Executive Coaching, Risk Management, Mergers, P&L Management, Continuous Improvement, Organizational Culture, Total Rewards, Executive Compensation, Corporate Turnarounds, Manufacturing, Financial Management, Corporate Governance, Corporate Social..., Restructuring, Compliance Management
Education
University of North Texas
MBA
University of North Texas
B.A., Economics & Psychology
Citi January 2014 - Present
Epsilon August 2013 - October 2013
Deloitte Consulting May 2009 - August 2013
BearingPoint November 2007 - May 2009
Fidelity Investments August 2007 - November 2007
Accenture May 2005 - 2007
Crescent Real Estate, Equities October 2003 - May 2005
Brinker International April 2002 - October 2003
Nortel Networks 1999 - 2001
Business Information Tech CIBER 1997 - 1999
Skills
Recruiting, Technical Recruiting, Management, PeopleSoft, Employee Relations, Sourcing, Taleo, Human Resources, Talent Management, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Onboarding, Leadership, Temporary Placement, Executive Search, Process Improvement, Interviews, Program Management, Strategic Sourcing, Strategy, Benefits Negotiation, College Recruiting, Hiring, Management Consulting, Outsourcing, New Hire Orientations, Workforce Planning, Business Development, Personnel Management, Job Descriptions, Performance Management, Consulting, Screening, Employee Engagement, Contract Recruitment, Organizational Design, Employer Branding, CRM, Screening Resumes, HRIS, HR Consulting, Staffing Services, Organizational..., Deferred Compensation, Professional Services, Succession Planning, Resource Management, HR Transformation, Vendor Management
Education
University of North Texas 1991 — 1994
Bachelor of Science, Hotel Restaurant Management - Business Minor
Aspire Financial QA Analyst-Foreclosure and BankruptcyWingspan Portfolio AdvisorsOctober 2012 - April 2013
Wingspan Portfolio Advisors March 2012 - October 2012
Morgan Stanley Wealth Management August 2011 - March 2012
Fidelity Investments February 2011 - July 2011
Sam's Creations 2007 - 2009
Skills
Strategic Financial..., Business Analysis, Financial Analysis, PowerPoint, Loans, Mortgage Lending, Risk Management, Microsoft Office, Credit
Education
University of North Texas 2007 — 2010
Bachelors, Political Science
Simon Property Group October 2013 - Present
Dillards May 2013 - October 2013
JCPenney August 2012 - May 2013
Little Elm ISD August 2007 - July 2012
Fidelity Investments February 2006 - August 2006
TD Ameritrade August 2005 - January 2006
SEARS, ROEBUCK & CO August 2000 - August 2005
Skills
Management, Inventory Management, Event Management, Retail, Leadership Development, Coaching, Team Building, Video Editing, Creative Writing, Product Management, Account Management, Blogging, Team Leadership, Event Videography, Lesson Planning, Sales Management, Homebrewing, Employee Training, Restaurant Management, Inventory Control, Inventory Analysis, Catering, Vendor Relationship..., Order Management, Order Fulfillment, Training & Development
Education
University of North Texas 2006 — 2008
Teacher Certification, Education
University of North Texas 2000 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Lockheed Martin April 2015 - Present
Acxiom April 2014 - April 2015
Lockheed Martin May 2007 - April 2014
Check Point Software Technologies June 2005 - June 2007
Country Sky Broadband, LLC May 2004 - June 2005
Country Getaways Custom Homes, LLC May 2003 - May 2004
Check Point Software Technologies April 1998 - May 2003
Verizon Wireless (division formerly known as PrimeCo) January 1997 - April 1998
GTE Directories June 1994 - January 1997
Fidelity Investments February 1991 - June 1994
Skills
Leadership, IPS, Network Security, IDS, TCP/IP, Firewalls, Security, Checkpoint, Troubleshooting, Snort, Information Security, Computer Security, VPN, CISSP, Management, Computer Hardware, Network Architecture, Vulnerability Assessment, Intrusion Detection, Endpoint Security, Information Security..., VMware ESX, Encryption, Program Management, Vulnerability Management, Integration, Security Architecture..., Application Security, Juniper, Juniper Technologies
Education
University of North Texas 1981 — 1983
Music, Computer Science
Forsythe December 2012 - Present
Oracle December 2007 - December 2012
Metricsphere February 2007 - November 2007
Inforte September 2005 - February 2007
Siebel Systems June 2000 - September 2005
Fidelity Investments September 1994 - June 2000
EDS - Management Consulting Services September 1988 - September 1994
Skills
Business Intelligence, Analytics, Management Consulting, Sales Management, Customer Relations, Siebel, Managed Services, Oracle, Technology Sales, Alliances, CRM software, Financial Sector, Software Implementation, Contract Negotiation, New Business Development, CRM, Sales, Business Alliances, Sales Process, Enterprise Software, SaaS, Sales Operations, Cloud Computing, Strategy, Management, Professional Services, Solution Selling, Consulting
Education
University of North Texas 1991 — 1993
MBA, Marketing
Utah State University 1985 — 1988
BS, Finance
IBM October 2008 - Present
Verint September 2008 - October 2008
CompuCredit October 2004 - August 2008
Fidelity Investments December 2003 - October 2004
FedEx Express January 2000 - November 2003
Manpower September 1990 - October 1997
Education
University of North Texas
BBA
DP2 Billing Solutions, LLC October 2011 - Present
Dynamic Drilling Systems February 2010 - October 2011
Certicom Security December 2004 - February 2010
DataProse November 2000 - November 2004
The Sabre Group May 2000 - November 2000
Technology Enablers, Inc May 1998 - May 2000
NCH Corporation March 1997 - May 1998
Fidelity Investments May 1995 - March 1997
NCH Corporation April 1993 - May 1995
Thesis, Inc November 1990 - April 1993
Skills
Automation, Integration, Embedded Systems, Software Development, Agile Methodologies, SDLC, .NET, Enterprise Architecture, SOA, Software Project..., XML, Web Services, Scrum, Software Design, Architecture, Unix, Java Enterprise Edition, Oracle, Security, C, Testing, Java, Microsoft SQL Server, Databases, HTML, AJAX, JavaScript, C#, Web Applications, C++, Visual Basic, Eclipse, XSLT, Agile Project Management, OOP, Architectures, Networking, SharePoint, SOAP, Distributed Systems, REST, ASP, Software Engineering, Websphere, JSP, Spring, Linux, Requirements Analysis
Education
University of North Texas 1985 — 1990
Bachelor of Science Degree, Computer Science
Mountain View Community College 1978 — 1980
Associate Degree, Applied Arts and Sciences
Zacks Investment Management November 2007 - Present
JennisonDryden January 2005 - April 2007
Hotchkis and Wiley Capital Management January 2002 - January 2005
Fidelity Investments June 1997 - December 2001
H.D. Vest Financial Services 1998 - 2001
Skills
Series 7, Mutual Funds, Strategy, Series 63, Wealth Management, Asset Allocation, Investments, Alternative Investments, Separately Managed..., Asset Managment, Securities, Portfolio Management, ETFs, Investment Advisory, Retirement Planning, Equities, Fixed Annuities, 401k, Series 65, Strategic Financial..., Series 24, Financial Advisory
Education
University of North Texas 1992 — 1997
BBA, Marketing
MacArthur HS 1988 — 1992
XTRAC Solutions, LLC (a Fidelity Investments company) March 2013 - Present
Fidelity Investments December 2011 - March 2013
Fidelity Investments October 2010 - December 2011
Fidelity Investments March 2010 - October 2010
Fidelity Investments January 2008 - March 2010
Wausau Financial Systems January 2007 - December 2007
Wausau Financial Systems April 2002 - January 2007
Skills
Business Analysis, Financial Analysis, Financial Services, Process Improvement, Banking, Risk Management, Investments, Mutual Funds, Equities, Relationship Management, Securities, Series 7
Education
University of North Texas 1999 — 2001
Bachelor of Business Administration (BBA), Marketing
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group October 2012 - September 2013
Merrill Lynch March 2012 - August 2012
Fidelity Investments February 2011 - January 2012
Fidelity Investments February 2011 - January 2012
Fidelity Investments January 2009 - January 2011
Gaylord Texan October 2006 - January 2009
YMCA of Odessa April 2006 - August 2006
Skills
Employee Benefits, Customer Service, Fundraising, Event Planning, Insurance, Outlook, Benefits Administration, Microsoft Publisher, Time Management, Leadership, Workshop Facilitation, Public Speaking, 10 Key, Resume Writing, PowerPoint
Education
University of North Texas 2005 — 2008
Bachelor of Arts, Communication Studies
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - June 2014
Fidelity Investments April 2011 - May 2013
Fidelity Investments October 2009 - June 2011
Fidelity Investments July 2007 - October 2009
Fidelity Investments November 2006 - December 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 2002 - 2003
Skills
Program Management, ITIL, Project Management, Product Management, Business Analysis, Strategy, Enterprise Architecture, IT Strategy, Project Portfolio..., Management, Software Project..., Disaster Recovery, Governance, Enterprise Software, Requirements Analysis, IT Operations, Data Center, Security, IT Management, Training, Leadership, Software Documentation, IT Service Management, Team Management, Service Delivery, Strategic Planning, Resource Management, Agile Methodologies, Team Leadership, Business Planning, Business Intelligence, Cloud Computing, Outsourcing, Information Technology, Change Management, Cross-functional Team..., Requirements Gathering, Business Process, Executive Management, Risk Management, Software Development, Technical Support, Business Process..., Integration
Education
University of Phoenix 2008 — 2009
MBA
University of Phoenix 2004 — 2006
BS B/M
University of North Texas 1990 — 1991
Lockheed Martin July 2015 - Present
Lockheed Martin July 2014 - July 2015
Lockheed Martin March 2012 - July 2014
Lockheed Martin June 2010 - March 2012
Lockheed Martin February 2009 - June 2010
Fidelity Investments May 2008 - February 2009
FDIC May 2007 - August 2007
Lockheed Martin May 2006 - August 2006
Skills
Financial Analysis, Cost Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Budgets, Investments, SAP, Financial Accounting, Cost Management, Cost Reporting, Earned Value Management, Contract Negotiation, Procurement, Subcontracts Management, Green Belt, Strategic Financial..., Estimating, Project Management, Access, Six Sigma, Forecasting
Education
University of North Texas 2009 — 2011
MBA, Strategic Management
University of North Texas 2005 — 2008
BBA, Finance
iOLAP June 2008 - Present
Fidelity Investments June 2006 - May 2008
University of North Texas January 2004 - June 2006
Education
University of North Texas 1998 — 2006
B.S., Business Computer Information Systems
Fidelity Investments March 1994 - February 2009
Education
University of North Texas 1981 — 1991
Bachelor, Accounting
Fidelity Investments August 2011 - Present
Fidelity Investments July 2010 - August 2011
Fidelity Investments March 2008 - July 2010
Fidelity Investments June 2007 - March 2008
Education
University of North Texas 2002 — 2007
BBA, Finance
Yahoo May 2014 - Present
Yahoo! June 1999 - Present
Charles Schwab June 1997 - June 1998
Fidelity Investments January 1994 - March 1997
Skills
Digital Media, Live Streaming, Adaptive Streaming, RTMP, Wirecast, Windows Media Encoder, Flash Media Encoder, Flash Media Server, Web Video, Streaming Media, Video, Digital Strategy, Kanban, Live Video Streaming
Education
The University of Phoenix 2002 — 2006
MBA, E-Business
University of North Texas 1991 — 1993
B.B.A., Finance - Banking & Financial Institutions
Fidelity Investments December 2014 - Present
Fidelity Investments May 2012 - December 2014
Fidelity Investments July 2009 - May 2012
Fidelity Investments September 2007 - July 2009
Tonti Properties April 2004 - September 2007
Skills
Business Analysis, Leadership, Customer Service, Editing, Marketing, Microsoft Office, Process Improvement, Program Management, Training, Project Management, Software Documentation
Education
University of North Texas 2004 — 2007
MA, Technical Writing
University of North Texas 2000 — 2004
BA, English Composition
Fidelity Investments June 2015 - Present
Fidelity Investments March 2013 - Present
JPMorgan Chase June 2010 - March 2013
Charles Schwab 2009 - 2010
Fidelity Investments July 1993 - April 2009
Skills
Retirement Planning, Series 7, Series 63, Fixed Income, Manage Client..., Asset Allocation, Bonds, Trader
Education
University of North Texas
MBA, Marketing
University of Oklahoma
Bachelor of Science (BS), Marketing
Fidelity Investments February 2013 - Present
Fidelity Investments February 2012 - February 2013
Fidelity Investments January 2011 - February 2012
Bank of America October 2010 - January 2011
Skills
Social Media, HTML, Customer Service, Microsoft Excel, Microsoft Office, Series 7, Investments, Finance
Education
University of North Texas
Bachelor's Degree, Merchandising
Fidelity Investments August 2015 - Present
Fidelity Investments August 2011 - Present
Fidelity Investments November 2009 - August 2011
Fidelity Investments September 2006 - November 2009
Fidelity Investments November 2003 - September 2006
Fidelity Investments November 2002 - November 2003
Fidelity Investments August 2000 - November 2002
Fidelity Investments August 1999 - August 2000
Fidelity Investments September 1993 - August 1999
Fidelity Investments March 1991 - September 1993
Skills
Mutual Funds, Series 7, Process Improvement, Business Process..., Series 63, Financial Services, Series 24, Series 8, Employee Engagement, Relationship Management, Problem Solving, Collaboration, Teamwork, Coaching
Education
University of North Texas
MBA, Finance
University of North Texas
BBA, Finance
Oppenheimer Funds January 2015 - August 2015
Fidelity Investments July 2013 - October 2014
University of North Texas December 2010 - July 2013
Workforce Solutions for North Central Texas December 2006 - November 2010
Skills
Customer Service, Student Financial Aid, Microsoft Office, PowerPoint, Outlook, Coaching, Student Affairs, Microsoft Excel, Financial Aid, Student Services, Excel, Word, Access, Windows, Social Media, Administration, Photoshop, Problem Solving, Financial Services, Workforce Development, Public Speaking, Nonprofits, Training, Microsoft Word, Team Building, Program Management, Leadership
Education
University of North Texas 2010 — 2013
Bachelor of Arts, Entrepreneurship
University of North Texas 2006 — 2009
Bachelor of Applied Arts and Sciences, Management, Emergency Mangement, Applied Economics
A & M Consolidated 1996 — 2000
Diploma
TelaDoc October 2011 - Present
EnerSys October 2007 - June 2010
Fidelity Investments 1999 - 2005
Skills
New Business Development, Account Management, Customer Service, Strategic Planning, Sales Management, Sales
Education
University of North Texas 1991 — 1995
BBA, Marketing
Lake Highlands Highschool
University of Oklahoma
Fidelity Investments July 2008 - Present
Fidelity Investments June 2006 - June 2008
Fidelity Investments July 2003 - May 2006
Fidelity Investments February 1996 - June 2003
Fidelity Investments June 1995 - February 1996
Fidelity Investments November 1993 - June 1995
Skills
CRM, Investment Advisory, Risk Management, Investments, Investment Strategies, Operations Management, Wealth Management, Business Analysis, Start-ups, Retirement Planning, Securities, Management Consulting
Education
University of North Texas 1993 — 1997
MBA, Finance
University of North Texas 1989 — 1993
BBA, Entrepeneurial Management
Jesuit College Prep School - Dallas 1985 — 1989
High School Diploma
Fidelity Investments August 2015 - Present
BeautiControl June 2014 - Present
Fidelity Investments January 2014 - July 2015
Fidelity Investments October 2012 - January 2014
Hyundai Merchant Marine January 2012 - October 2012
Lone Star Baby & Kids March 2011 - January 2012
David Sutherland Showroom August 2010 - December 2010
Auntie Anne's, Inc. August 2008 - February 2010
Fresco's Cocina Mexicana October 2006 - May 2008
Sonic Drive-In March 2006 - October 2006
Skills
Customer Service, Event Planning, Merchandising, Microsoft Excel, Microsoft Word, Microsoft Office, Visual Merchandising, Teamwork, Social Media, Sales
Education
University of North Texas 2008 — 2010
Home Furnishings Merchandising
Harvest Christian Academy
Music 1st March 2010 - Present
Fidelity Investments October 2005 - December 2010
Verizon June 1990 - January 1995
Skills
Band/Orchestra..., Music Education, Customer Service, Music, Teaching, Band, Recording, Classical, Event Management, Event Planning, Public Speaking, Management, Leadership
Education
University of North Texas 1976 — 1981
Bachelor of Arts (B.A.), History Major, English/Music Minor
University of North Texas
Bachelor's degree, Music, History, English
Fidelity Investments May 2015 - Present
Skills
C++, C, JavaScript, AngularJS, MySQL, HTML, HTML5, Box2D, Unreal Engine 4, Teamwork, Microsoft Office, Programming
Education
University of North Texas 2010 — 2015
Bachelor’s Degree, Computer Science