Fidelity Investments

Industry: Financial services company

Description

Fidelity 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

Employee
Years
Job
Industry
Kim Lang Kim Lang Dallas/Fort Worth Area Details
Kim Lang's Fidelity Investments Experience July 2007 - February 2009
Job Financial Coordinator Global Ministries at Gateway Church
Industry Financial Services
Experience
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

Habib Chalak, ITIL®V3, PM, Six Sigma Habib Chalak, ITIL®V3, PM, Six Sigma Greater Detroit Area Details
Habib Chalak, ITIL®V3, PM, Six Sigma's Fidelity Investments Experience February 1995 - January 1997
Job Sr. IT Project Delivery Lead at BCN / BCBS of Michigan
Industry Hospital & Health Care
Experience
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

John Wasson John Wasson Denton, Texas Details
John Wasson's Fidelity Investments Experience June 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Cindy Froese Cindy Froese Dallas/Fort Worth Area Details
Cindy Froese's Fidelity Investments Experience January 2007 - December 2007
Job Counseling Support Specialist
Industry Individual & Family Services
Experience
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

Chuck Colburn Chuck Colburn Dallas/Fort Worth Area Details
Chuck Colburn's Fidelity Investments Experience June 2007 - December 2008
Job Principal Consultant at Damballa, Inc.
Industry Information Technology and Services
Experience
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

Marcey Mullins, CEBS Marcey Mullins, CEBS Dallas/Fort Worth Area Details
Marcey Mullins, CEBS's Fidelity Investments Experience November 2014 - Present
Job Pension Analyst at Fidelity Investments
Industry Human Resources
Experience
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

Adnan Farid Adnan Farid Frisco, Texas Details
Adnan Farid's Fidelity Investments Experience September 2013 - February 2014
Job EDI Analyst at CONEXIS, a division of WageWorks, Inc.
Industry Real Estate
Experience
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

Jonathan Holman Jonathan Holman Plano, Texas Details
Jonathan Holman's Fidelity Investments Experience March 2013 - Present
Job Efficiency analyst and technical writer
Industry Information Technology and Services
Experience
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

Kristen Gorman Kristen Gorman Dallas/Fort Worth Area Details
Kristen Gorman's Fidelity Investments Experience June 1998 - June 2008
Job Experienced Brokerage Sales Person
Industry Financial Services
Experience
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

Bradley Craft Bradley Craft Denton, Texas Details
Bradley Craft's Fidelity Investments Experience January 1997 - April 1999
Job Advisor Risk and Operations Compliance
Industry Financial Services
Experience
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

Amber Mortensen Amber Mortensen Dallas, Texas Details
Amber Mortensen's Fidelity Investments Experience July 2006 - October 2006
Job AVP with Capital One Multifamily Finance
Industry Commercial Real Estate
Experience
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

Alyssa Pidlaoan Alyssa Pidlaoan Dallas/Fort Worth Area Details
Alyssa Pidlaoan's Fidelity Investments Experience February 2014 - Present
Job Brokerage Operations Representative
Industry Financial Services
Experience
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

Jeremy Brinkley Jeremy Brinkley Dallas, Texas Details
Jeremy Brinkley's Fidelity Investments Experience June 2007 - December 2007
Job Software Developer
Industry Computer Software
Experience
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

Erin Bodily Erin Bodily Dallas/Fort Worth Area Details
Erin Bodily's Fidelity Investments Experience June 2015 - Present
Job Regional Sales Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Ben Cowling Ben Cowling Dallas/Fort Worth Area Details
Ben Cowling's Fidelity Investments Experience February 2013 - December 2013
Job Senior Consultant Real Estate Investing Dallas/ Fort Worth/ Hard Money Lender
Industry Real Estate
Experience
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

Jeff Gerold Jeff Gerold Austin, Texas Details
Jeff Gerold's Fidelity Investments Experience 2001 - 2004
Job Vice President, Charitable Planning Consultant at Fidelity Investments, Fidelity Charitable CFP CAP
Industry Financial Services
Experience
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

Bartlomiej Hanus Bartlomiej Hanus Dallas/Fort Worth Area Details
Bartlomiej Hanus's Fidelity Investments Experience June 2008 - December 2008
Job Assistant Professor at Emporia State University
Industry Information Technology and Services
Experience
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

Antwyn Jackson Antwyn Jackson Dallas/Fort Worth Area Details
Antwyn Jackson's Fidelity Investments Experience March 2003 - January 2004
Job Accounts Receivable Supervisor at RealPage, Inc.
Industry Financial Services
Experience
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

Travis R. Federick, CDFA™, CRPC® Travis R. Federick, CDFA™, CRPC® Dallas/Fort Worth Area Details
Travis R. Federick, CDFA™, CRPC®'s Fidelity Investments Experience January 1995 - February 1998
Job Financial Advisor, CDFA, CRPC® with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Vincent Esposito, CFP® Vincent Esposito, CFP® Seattle, Washington Details
Vincent Esposito, CFP®'s Fidelity Investments Experience October 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Chad Armstrong Chad Armstrong Dallas/Fort Worth Area Details
Chad Armstrong's Fidelity Investments Experience April 2012 - Present
Job Experienced Sales & Sales Management Leader
Industry Human Resources
Experience
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

Benjamin Hadaway Benjamin Hadaway Dallas/Fort Worth Area Details
Benjamin Hadaway's Fidelity Investments Experience January 2014 - Present
Job Trade Execution Specialist III
Industry Financial Services
Experience
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

Melody Hail Melody Hail Rockwall, Texas Details
Melody Hail's Fidelity Investments Experience 1991 - 2002
Job Director of Development at Rockwall County Helping Hands
Industry Nonprofit Organization Management
Experience
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

Alex Moss Alex Moss Dallas, Texas Details
Alex Moss's Fidelity Investments Experience September 2006 - December 2007
Job Support Representative at Intuit
Industry Computer & Network Security
Experience
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

Kersten Kee Kersten Kee Dallas/Fort Worth Area Details
Kersten Kee's Fidelity Investments Experience May 2015 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Erik Wohlmuth Erik Wohlmuth New York, New York Details
Erik Wohlmuth's Fidelity Investments Experience July 2012 - July 2015
Job Senior Associate Risk and Regulatory at PwC
Industry Financial Services
Experience
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

Alexandria Gueory Alexandria Gueory Irving, Texas Details
Alexandria Gueory's Fidelity Investments Experience October 2012 - Present
Job Graduate of University of North Texas
Industry Financial Services
Experience
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

Sarah Starnes Sarah Starnes Dallas/Fort Worth Area Details
Sarah Starnes's Fidelity Investments Experience August 2015 - Present
Job Custsody Representitive III/Senior Trade Ops Analyst at Fidelity Investments
Industry Market Research
Experience
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

Linda Barton McMillan Linda Barton McMillan Dallas/Fort Worth Area Details
Linda Barton McMillan's Fidelity Investments Experience May 2013 - Present
Job Sr. Operations Manager at Fidelity Investments
Industry Financial Services
Experience
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

Blair Vassar Blair Vassar Dallas/Fort Worth Area Details
Blair Vassar's Fidelity Investments Experience May 2012 - April 2014
Job Customer Development at S&P Capital IQ
Industry Financial Services
Experience
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

Ashley Chandler, PHR, SHRM-CP Ashley Chandler, PHR, SHRM-CP Dallas/Fort Worth Area Details
Ashley Chandler, PHR, SHRM-CP's Fidelity Investments Experience March 2012 - March 2012
Job Human Resource Generalist
Industry Human Resources
Experience
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

Adrian Nevarez Adrian Nevarez Mckinney, Texas Details
Adrian Nevarez's Fidelity Investments Experience August 2014 - April 2015
Job Sales agent for AceRealtyPartners
Industry Real Estate
Experience
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

Bradley Ely Bradley Ely Grapevine, Texas Details
Bradley Ely's Fidelity Investments Experience May 2014 - Present
Job Trade execution representative III at Fidelity investments
Industry Financial Services
Experience
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

John DeRudder John DeRudder Dallas/Fort Worth Area Details
John DeRudder's Fidelity Investments Experience January 1991 - December 1994
Job President at CuDerm Corp.
Industry Medical Devices
Experience
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

Mina Albers Mina Albers Austin, Texas Area Details
Mina Albers's Fidelity Investments Experience July 1997 - June 2002
Job Marketing Business Analyst at Charles Schwab
Industry Financial Services
Experience
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

Giancarlo Quijano Giancarlo Quijano Dallas/Fort Worth Area Details
Giancarlo Quijano's Fidelity Investments Experience February 2012 - September 2013
Job Health Industry Consultant at PwC Specializing in Reimbursements
Industry Financial Services
Experience
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

Jennifer Gailey Jennifer Gailey Dallas/Fort Worth Area Details
Jennifer Gailey's Fidelity Investments Experience January 2012 - December 2013
Job Talent Development Manager at The Freeman Company
Industry Professional Training & Coaching
Experience
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

Andrew Guiloreza Andrew Guiloreza Carrollton, Texas Details
Andrew Guiloreza's Fidelity Investments Experience May 2014 - Present
Job Student at University of North Texas
Industry Information Technology and Services
Experience
Fidelity Investments   May 2014 - Present
Fidelity Investments   May 2013 - August 2013

Skills
SQL, COBOL, Java, JavaScript, HTML

Education
University of North Texas   2011 — 2014

Kristin Dancy Kristin Dancy Houston, Texas Area Details
Kristin Dancy's Fidelity Investments Experience September 2013 - September 2014
Job Motivated, Result Driven, and Committed to Performing Effective and Efficiently
Industry Marketing and Advertising
Experience
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

Steve H. Byars Steve H. Byars Dallas/Fort Worth Area Details
Steve H. Byars's Fidelity Investments Experience January 1990 - March 1995
Job Global CHRO & Administration Executive
Industry Electrical/Electronic Manufacturing
Experience
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

Lara (Henderson) Nolen Lara (Henderson) Nolen Dallas/Fort Worth Area Details
Lara (Henderson) Nolen's Fidelity Investments Experience August 2007 - November 2007
Job VP Executive Recruiter, Institutional Clients Group, at Citi
Industry Financial Services
Experience
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

Anum Sohail Anum Sohail Dallas/Fort Worth Area Details
Anum Sohail's Fidelity Investments Experience February 2011 - July 2011
Job Loan Processing at Aspire Financial
Industry Financial Services
Experience
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

Charles Ballard Charles Ballard Indianapolis, Indiana Area Details
Charles Ballard's Fidelity Investments Experience February 2006 - August 2006
Job MultiUnit Area Manager at Simon Property Group
Industry Retail
Experience
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

David Dietrich David Dietrich Dallas/Fort Worth Area Details
David Dietrich's Fidelity Investments Experience February 1991 - June 1994
Job Information Assurance Engineer at Lockheed Martin
Industry Computer & Network Security
Experience
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

Kent Howard Kent Howard Greater Salt Lake City Area Details
Kent Howard's Fidelity Investments Experience September 1994 - June 2000
Job Senior Account Manager at Forsythe
Industry Information Technology and Services
Experience
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

Karen (Banner) Samford Karen (Banner) Samford Dallas/Fort Worth Area Details
Karen (Banner) Samford's Fidelity Investments Experience December 2003 - October 2004
Job HR Business Partner | Human Resources | Talent Acquisition | Talent Strategy
Industry Human Resources
Experience
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

Greg Haley Greg Haley Dallas/Fort Worth Area Details
Greg Haley's Fidelity Investments Experience May 1995 - March 1997
Job Software Development Manager at DP2 Billing Solutions, LLC
Industry Computer Software
Experience
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

Chris Glass Chris Glass Dallas/Fort Worth Area Details
Chris Glass's Fidelity Investments Experience June 1997 - December 2001
Job Senior Vice President at Zacks Investment Management
Industry Financial Services
Experience
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

Brandon Creecy Brandon Creecy Dallas/Fort Worth Area Details
Brandon Creecy's Fidelity Investments Experience December 2011 - March 2013
Job Business Analyst
Industry Financial Services
Experience
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

Angelica Vetrovec Angelica Vetrovec Madison, Wisconsin Area Details
Angelica Vetrovec's Fidelity Investments Experience February 2011 - January 2012
Job Retirement Plan Consultant at CUNA Mutual Group
Industry Financial Services
Experience
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

Amy Marken Amy Marken Dallas/Fort Worth Area Details
Amy Marken's Fidelity Investments Experience June 2014 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Information Technology and Services
Experience
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

Jennifer L. Williams Jennifer L. Williams Dallas/Fort Worth Area Details
Jennifer L. Williams's Fidelity Investments Experience May 2008 - February 2009
Job Financial Analyst at Lockheed Martin
Industry Financial Services
Experience
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

Joe Somerlott Joe Somerlott Dallas/Fort Worth Area Details
Joe Somerlott's Fidelity Investments Experience June 2006 - May 2008
Job Business Intelligence Consultant at iOLAP
Industry Information Technology and Services
Experience
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

Russell Britt Russell Britt Dallas/Fort Worth Area Details
Russell Britt's Fidelity Investments Experience March 1994 - February 2009
Job Sr Financial Control Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 1994 - February 2009

Education
University of North Texas   1981 — 1991
Bachelor, Accounting

Ashley Guardiola Ashley Guardiola Dallas/Fort Worth Area Details
Ashley Guardiola's Fidelity Investments Experience August 2011 - Present
Job Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
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

chris mangum chris mangum Dallas/Fort Worth Area Details
chris mangum's Fidelity Investments Experience January 1994 - March 1997
Job Live Video Architect at Yahoo!
Industry Information Technology and Services
Experience
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

Jordan Graham Jordan Graham Dallas/Fort Worth Area Details
Jordan Graham's Fidelity Investments Experience December 2014 - Present
Job Technical Writer at Fidelity Investments
Industry Investment Management
Experience
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

Archana Sebastian Archana Sebastian Dallas/Fort Worth Area Details
Archana Sebastian's Fidelity Investments Experience June 2015 - Present
Job Inheritor Services Representative at Fidelity Investmentsh
Industry Financial Services
Experience
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

Alannah Nguyen Alannah Nguyen Dallas/Fort Worth Area Details
Alannah Nguyen's Fidelity Investments Experience February 2013 - Present
Job PAS at Fidelity Investments
Industry Financial Services
Experience
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

Ross Eastland Ross Eastland Dallas/Fort Worth Area Details
Ross Eastland's Fidelity Investments Experience August 2015 - Present
Job Vice President Fidelity Institutional Client Experience Division
Industry Financial Services
Experience
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

Ashlee Pate Ashlee Pate Greater Denver Area Details
Ashlee Pate's Fidelity Investments Experience July 2013 - October 2014
Job Specialized Service Associate at OppenheimerFunds
Industry Financial Services
Experience
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

Boyd Harbour Boyd Harbour Dallas/Fort Worth Area Details
Boyd Harbour's Fidelity Investments Experience 1999 - 2005
Job Physician Recruiter
Industry Financial Services
Experience
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

Ben Qureshi Ben Qureshi Dallas/Fort Worth Area Details
Ben Qureshi's Fidelity Investments Experience July 2008 - Present
Job Vice President, Technology & Operations Consulting at Fidelity Investments
Industry Financial Services
Experience
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

Alysia Arrowood Alysia Arrowood Fort Worth, Texas Details
Alysia Arrowood's Fidelity Investments Experience August 2015 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Becky Gore Becky Gore Southlake, Texas Details
Becky Gore's Fidelity Investments Experience October 2005 - December 2010
Job Partner Music 1st
Industry Music
Experience
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

Courtney Dickson Courtney Dickson Denton, Texas Details
Courtney Dickson's Fidelity Investments Experience May 2015 - Present
Job Student attending University of North Texas
Industry Computer Software
Experience
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

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