Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
TIAA-CREF December 2014 - Present
Fidelity Investments October 2013 - December 2014
University of North Texas Athletics September 2011 - October 2013
Skills
Investments, Time Management, Estate Planning, Finance, Retirement Planning, Customer Service, Teamwork
Education
University of North Texas 2007 — 2012
Bachelor of Business Administration (BBA), Financial Services
Fidelity Investments May 2014 - September 2014
University of North Texas January 2012 - May 2014
Texas Library Association October 2012 - April 2014
Restoration Specialty Cleaners February 2011 - May 2012
Cheddar's Casual Cafe April 2010 - August 2010
Skills
Microsoft Excel, Spreadsheets, Telephone Skills, Filing, PowerPoint, Microsoft Word, Customer Service, Event Planning, Social Media, Data Entry, Event Management, Employee Relations
Education
University of North Texas 2011 — 2013
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Laissez-Faire Media Group February 2014 - Present
New Mexico Analytics & Concepts, LLC June 2012 - Present
Savant Guard Corporation August 2013 - January 2014
Fidelity Investments August 2010 - July 2012
Fidelity Investments October 2008 - August 2010
Fidelity Investments October 2007 - September 2008
LandRite Mortgage Services, LLC March 2005 - September 2008
Citi February 2007 - September 2007
Fidelity Investments January 2004 - February 2005
Skills
Social Media Marketing, Social Media, Business Development, Social Networking, Series 7, Marketing Strategy, Marketing, Public Relations, Sales, Management, Entrepreneurship, Certified Social Media..., FINRA, Market Research, CRM, FINRA Series 66, Florida 2-15..., Certified in Business..., Training, Advertising, Public Speaking, Lead Generation, Analysis, Marketing Communications, Strategic Planning, Investments, Facebook, Human Resource..., EEOC, ERISA, SEC, FLSA, Talent Acquisition, NLRA, IRCA, FMLA, OSHA, ISO, Talent Agent
Education
University of North Texas
Bachelor of Fine Arts (B.F.A.), Arts, Entertainment, and Media Management
University of Southern California
Film/Cinema/Video Studies
Vancouver Film School
New Media, Interactive Digital Design
Beacon Pointe Advisors January 2014 - Present
Fidelity Investments September 2013 - January 2014
TD Ameritrade November 2012 - September 2013
TD Ameritrade November 2011 - January 2013
TD Ameritrade March 2008 - November 2011
Skills
Investments, Uniform Combined State..., Series 63, Series 7, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, ETFs, Wealth Management, Securities, 401k, Retirement, Finance, Communication, Sales Management, Financial Services, Equities, Separately Managed..., Options, High Net Worth..., Registered Investment..., IRAs, Options Strategies, Series 66
Education
University of North Texas
UPS July 2011 - Present
Orthovita 2009 - 2010
Globus Medical May 2008 - December 2009
Advanced Vertebral Solutions March 2004 - May 2008
Fidelity Investments November 1997 - March 2004
Skills
Situational Sales..., SPIN Selling, Miller-Heiman Strategic..., Capital Equipment, Consultative Sales..., Hospital Sales, Pricing Strategy, Spinal Implants, Orthopedic, Surgeons, Strategic Planning, Leadership, CRM, Management, Product Launch, Orthopedics, Sales Force Development, Market Development, Healthcare
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Real Estate
Track What Matters January 2011 - Present
Fidelity Investments January 2005 - March 2009
Verizon August 2000 - November 2003
Skills
Time Management, Written Communication, Stress Management, Spreadsheets, Customer Service, Call Center, Outlook, Office Administration, Access, Office Management, Software Documentation, Project Management, Visio, Process Scheduler, Workshop Facilitation, Administrative..., Vendor Management, Microsoft Excel, Microsoft Office, Human Resources, Team Building, Call Centers, Invoicing, Leadership, Marketing, Accounts Receivable, Data Entry, Training, Accounts Payable, Budgets, Sales
Education
University of North Texas 2007 — 2011
BAAS, Business Administration, Management and Operations
Teletrac (Danaher Operating Company) 2014 - Present
Convey January 2013 - January 2014
Hardin Consulting March 2008 - January 2013
QuoteMedia February 2006 - March 2008
Thomson Reuters August 1997 - February 2006
Fidelity Investments January 1995 - August 1997
Bank of America September 1991 - January 1995
Skills
Sales Process, Leadership, Account Management, Financial Services, Contract Negotiation, Selling, Salesforce.com, SaaS, Investments, Solution Selling, CRM, Sales
Education
University of North Texas 1997 — 2000
Finance
University of North Texas 1987 — 1991
Bachelors, Political Science
Fidelity Investments May 2012 - October 2012
Starbucks September 2006 - May 2012
North Texas Book and Supply August 2005 - September 2006
Angelika Film Center & Cafe August 2004 - August 2006
Cinemark April 2002 - July 2004
Skills
IRAs, Microsoft Excel, Customer Service, Finance, Trading, Training, Recruiting, Microsoft Word, Outlook, Event Planning, Mentoring New Hires, Peer Leadership, Leadership, Management, Time Management, Retail, Sales, Event Management, Inventory Management
Education
University of North Texas 2005 — 2008
Bachelor of Arts (B.A.), International/Global Studies, 3.5
TD Ameritrade April 2014 - Present
Intergrated Alliance LP September 2013 - Present
Fidelity Investments June 2012 - January 2013
Skills
Bloomberg, Microsoft Office, Expression Web, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Accounts Payable, Accruals, Cost Accounting, Sales, Customer Service, Financial Modeling, Accounting, Microsoft Excel, Data Analysis, Outlook
Education
University of North Texas 2009 — 2013
Bachelor's degree, Finance
CoreLogic February 2012 - Present
Saxon Mortgage May 2010 - February 2012
Fidelity Investments August 2008 - January 2009
Skills
Microsoft Office, Visual Basic 5.0/6.0, C ++, Micro Applications, PeopleSoft, Taleo, AS400, HUD CERTIFIED, FASTREIVE, LPS/MSP, Management Essentials..., Process Improvement, Mortgage Banking, IBM iSeries, Call Centers
Education
University of North Texas 2001 — 2005
Bachelor's degree, Arts and Sciences, Dean's List
PMB Helin Donovan February 2014 - Present
University of North Texas Student union August 2012 - December 2013
Fidelity Investments February 2013 - February 2013
division for equity and diversity UNT August 2011 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping, Auditing, Tax, Research, English, Time Management, Income Tax
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
Merrill Lynch August 2011 - Present
Fidelity Investments November 2007 - August 2011
Skills
Uniform Combined State..., Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Investment Advisory, FINRA, Equities, Investments, Alternative Investments
Education
University of North Texas 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments February 2011 - Present
Northwestern Mutual April 2009 - August 2009
Education
University of North Texas 2006 — 2010
Bachelor of Business Administration, Finance
Invesco US May 2015 - Present
Fidelity Investments January 2014 - April 2015
Noble Americas Energy Solutions, LLC July 2013 - December 2013
Fidelity Investments June 2012 - May 2013
Skills
Investments, Leadership, Investment Management, Auditing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Teamwork, Data Analysis, Research, Team Leadership, Financial Analysis
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Fidelity Investments August 2006 - Present
Fidelity Investments August 2006 - August 2006
Fidelity Investments November 2004 - August 2006
Skills
Series 63, 401k, Relationship Management, Financial Services, Retirement, Retirement Planning, Asset Allocation, Series 6, Vendor Management, Qualified Retirement..., Retirement Plan..., Defined Contribution, Manage Client..., Benefits Administration, Investment Strategies, Mutual Funds
Education
University of North Texas
Business
TIAA-CREF March 2011 - Present
TIAA-CREF November 1993 - May 2011
Fidelity Investments February 1986 - November 1993
Fidelity Investments 1986 - 1993
Skills
Integrated Marketing, Strategy, Internal Communications, Strategic Planning, Financial Services, Social Media Marketing, Event Planning, Program Management, Email Newsletter Design, Marketing Strategy, Marketing Communications, Integrated Campaign..., Project Management, Direct Marketing, Mutual Funds, Leadership, Investments, Retirement, Strategic Communications, Brand Management
Education
University of North Texas 1982 — 1985
BS, Journalism
Self-Employed March 2014 - Present
FDIC March 2010 - March 2014
American National Bank of Texas August 2006 - July 2009
Clark Consulting March 2006 - August 2006
Milliman March 2001 - March 2006
Fidelity Investments October 1997 - March 2001
Skills
Financial Analysis, Underwriting, Banking, Employee Benefits, Auditing, Leadership, Mergers & Acquisitions, Customer Service, Insurance, Risk Management, Analysis, Finance, Negotiation, Retirement Planning, Credit, Small Business, Investments, Asset Management, Financial Risk, Portfolio Management, Commercial Lending, Credit Analysis, Financial Services, Mortgage Lending
Education
University of North Texas 1993 — 1998
Finance and Political Science
The University of North Texas
Fellowship Church August 2015 - Present
Morgan Stanley April 2007 - August 2015
Intuit April 2005 - April 2007
Fidelity Investments August 2000 - April 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Business Continuity..., Strategic Data Analysis, Budgeting, Forecasting, Change Management, Business Process..., Business Intelligence, Process Improvement, Vendor Management
Education
University of North Texas 1997 — 2001
Bachelor's Degree, Finance, General, Magna Cum Laude
University of North Texas 1997 — 2001
BBA Finance, Finance and Financial Management Services
PJNXT™ 2012 - Present
ACTIVE Network October 2014 - Present
Oliver Elder December 2012 - January 2015
City of Dallas December 2013 - June 2014
ALDO Group January 2013 - December 2013
CVS Caremark Corporation September 2012 - December 2013
Fidelity Investments September 2011 - August 2012
Bank of America April 2010 - September 2011
Skills
Financial Markets, Consulation, Marketing, Brand Development, Social Media, Finance, Business Strategy, Budgets, Time Management, Blogging, Marketing Research, Press Releases, Social Networking, Sales Presentations, Account Management, Digital Marketing, Team Leadership, Marketing Communications, Internal Communications, Credit Analysis, Public Speaking, Customer Retention, Facebook, Team Building, Marketing Strategy, Process Improvement, Recruiting, Financial Services, Cold Calling, Strategic Communications, New Business Development, Photoshop, Management, Customer Service, Market Research, Event Management, Strategic Planning, Corporate Communications, Customer Satisfaction, Sales Management, Public Relations, Retail, Training, Event Planning, Leadership Development, Email Marketing, Advertising, Online Marketing, Fundraising, Social Media Marketing
Education
University of North Texas
Public Affairs/Finance
Fidelity Investments October 2012 - Present
Haak Enterprises, LLC December 2010 - Present
University of North Texas System June 2008 - November 2011
Skills
Mutual Funds, Microsoft Excel, Customer Service, Access, Analysis, Finance, Financial Analysis, Banking, Business Analysis, Data Analysis, Sales, Project Management
Education
University of North Texas
Bachelor's degree, Business Administration and Management, General
AmTrust Financial Services, Inc. (AFSI) November 2013 - Present
Fidelity Investments January 2012 - Present
Kemper Corporation March 2009 - December 2011
Storm LLP July 2008 - March 2009
Malloy & Associates Bookkeeping and Tax Service January 1996 - December 2008
Thompson Coburn LLP July 2007 - June 2008
Kurowski, Bailey & Shultz April 2006 - July 2007
HeplerBroom LLC March 2005 - April 2006
Malloy Janitorial Services May 1989 - December 1991
Skills
Intellectual Property, Commercial Litigation, Litigation Support, Corporate Governance, Legal Research, Litigation, Due Diligence, Legal Writing, Mediation, Mergers & Acquisitions, Claim, Contract Negotiation, Legal Assistance, Securities, Risk Management
Education
University of North Texas
BBA, Management
University of North Texas
GACT, Adult Learning & Education
Webster University
Master of Arts, Legal Studies
Fidelity Investments February 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments August 2013 - January 2014
Fidelity Investments August 2012 - July 2013
Dallas Stars December 2011 - May 2012
UNT International Admissions August 2009 - December 2011
Dick's Sporting Goods May 2009 - July 2010
Skills
Research, Writing, Analysis, Marketing Communications, Pivot Tables, PowerPoint, Word, Excel, Time Management, Sales, Outlook, Customer Service, Microsoft Office, Marketing, Microsoft Word, Event Planning, Management, Financial Analysis, Access, Teamwork, Data Analysis, Public Speaking, Microsoft Excel, Leadership, Social Media
Education
University of North Texas 2008 — 2012
BBA, Economics
AmerisourceBergen March 2007 - Present
AmerisourceBergen January 2007 - Present
AmerisourceBergen January 2003 - January 2007
NetEffect 2001 - 2004
Bank of America 1999 - 2001
PwC 1996 - 1999
Accenture 1994 - 1996
Fidelity Investments 1993 - 1995
Skills
CCNA, CISM, CISSP, CCNP, MCSE 2003, Series 7, Series 63, CCSK, CWNA, Vendor Management, PCI DSS, Cloud Security, Virtualization, ITIL, Information Security, Security, ITIL v3 Foundations..., Disaster Recovery, Network Security, Information Technology, Business Continuity, IT Management, IT Audit, IT Strategy
Education
University of North Texas
BS, Accounting
Fidelity Investments April 2015 - Present
Education
Texas A&M University School of Law 2010 — 2014
Juris Doctorate
University of North Texas 2006 — 2009
BA
University of North Texas 2006 — 2009
BA
Fidelity Investments July 2014 - Present
University of North Texas August 2012 - June 2014
General Assembly, Inc. May 2010 - December 2013
Skills
COBOL, DB2, Bilingual-English/Spanis..., Microsoft Excel, Microsoft Word, MOS, Typing, 10 Key, Program Management, Microsoft Publisher
Education
University of North Texas 2010 — 2014
Bachelor's of Science, Business Computer Information Systems
Barbnet Investment Company December 2013 - Present
Fidelity Investments January 2013 - October 2013
Well Tech July 2007 - February 2009
US Army February 2003 - February 2007
Skills
Time Management, Microsoft Excel, Finance, Team Leadership, PowerPoint, Customer Service, Customer Satisfaction, Leadership, Access, Microsoft Office, Teamwork, Financial Analysis, Computer Hardware, Series 7, Well Travelled, Communication, Windows, Series 63, Social Networking, Analysis, Data Analysis, Training, Process Improvement, Problem Solving, Adaptability, Bloomberg, Securities, Hedge Funds, Derivatives
Education
University of North Texas 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments February 2012 - Present
Fidelity Investments May 2014 - December 2014
Dillard's December 2010 - February 2012
Dillard's December 2010 - May 2011
Skills
Series 7, Microsoft Office, Finance, Data Analysis
Education
University of North Texas
Bachelor of Science, Merchandising
Weight Watchers December 2011 - Present
Leipziger Sprachinstitut January 2011 - October 2011
Northwestern Mutual January 2008 - January 2010
Wells Fargo 2007 - 2008
Fidelity Investments November 2005 - August 2007
Anderson-Shiro CISD August 2003 - May 2005
Skills
Banking, Teaching, English, Insurance, Training, German, Curriculum Development, Risk Management, Recruiting, Public Speaking, Customer Service, Team Building
Education
University of Texas at Tyler 2001 — 2003
Bachelor's of Arts, English, Journalism
University of North Texas 1999 — 2001
Fidelity Investments December 2012 - Present
Pershing LLC May 2009 - November 2011
Fidelity Investments June 2006 - May 2009
PenServ Plan Services February 2004 - June 2006
Fidelity Investments January 2000 - April 2003
Fidelity Investments June 1998 - January 1999
Skills
Mutual Funds, Retirement, Retirement Planning, IRA's, IRA Rollovers, Roth IRA, Simple IRA, 401k, 401k Rollovers, Product Management, Product Development, Internal Communications, Training & Development, IRAs
Education
University of North Texas
B.B.A., Finance
New York Life Investment Management, LLC January 2014 - Present
New York Life Investments January 2012 - December 2013
New York Life Investments December 2010 - January 2012
Retirement Plan Services (RPS) at New York Life Investments January 2010 - December 2010
Fridson Investment Advisors August 2008 - January 2010
Pyramis Global Advisors Trust Company May 2005 - March 2008
Fidelity Management Trust Company September 2002 - April 2005
Fidelity Investments March 1997 - September 2002
Aetna Life & Casualty 1981 - 1997
Skills
Mutual Funds, Series 7, Securities, Retirement, Defined Contribution, Series 63, Investments, Leadership, Portfolio Management, Management, Pensions, 401k, Insurance, Retirement Planning, Investment Strategies, Guaranteed Lifetime..., FINRA, Alternative Investments, Financial Services, IRC, ERISA
Education
University of North Texas 1987 — 1991
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts (B.A.)
Sparkle Brite Pool Stores May 2015 - Present
TD Ameritrade July 2011 - March 2012
Fidelity Investments July 2007 - April 2010
Fidelity Investments October 2001 - July 2007
Fidelity Investments November 1999 - October 2001
Skills
Financial Services, Retail Brokerage, Technical Support, Customer Service, Securities, Mutual Funds, Retirement Planning, Series 7, Series 63
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.6
University of North Texas August 2012 - Present
Fidelity Investments June 2015 - September 2015
University of North Texas November 2014 - June 2015
Michaels Arts and Crafts April 2013 - August 2014
Skills
Microsoft Office, Teamwork, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Networking, Data Entry, Critical Thinking, Facebook, Windows, Communication, Core Java, COBOL, SQL DB2, Database Development, Information Security, Computer Proficiency, IBM Mainframe, JSP, Web Development, Web Design
Education
University of North Texas 2012 — 2016
Business Computer Information Systems
Williams Financial Group February 2015 - Present
Fidelity Investments September 2013 - February 2015
Insurance Services Agency June 2009 - August 2012
Skills
Series 7, Series 66, Investments, Securities, Equities, Finance, Mutual Funds
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Epstein & Kolacz Financial Advisors April 2015 - Present
Rogers Wealth Group November 2014 - March 2015
Fidelity Investments February 2013 - September 2014
University of North Texas August 2008 - December 2012
Nordstrom June 2012 - October 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Series 7, Series 63, Series 66, Management, Sales, Social Networking, Time Management, Accounting, Leadership, Financial Analysis, Data Analysis, Research, Teamwork, Windows, Microsoft Word, Customer Service, Access, Social Media, Public Speaking, Finance, Business Planning
Education
University of North Texas 2008 — 2012
BBA, Finance
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
TIAA-CREF May 2015 - Present
Fidelity Investments September 2012 - May 2015
Real Time Resolutions, Inc. June 2012 - September 2012
Leapforce February 2012 - June 2012
Network Promotions and Events, LLC August 2010 - January 2012
Allegiance Learning Solutions January 2011 - June 2011
Josh Hurt Music (Independent) January 2008 - August 2010
Skills
Financial Services, Retirement Planning, Investment Banking, Marketing, Trading, Trading Systems, Risk Analysis, Financial Risk, Fraud Prevention, Economics, Peer Mentoring, Call Center Development, Business Coaching, Stocks, Equities, Equity Trading, Options, Series 7, Series 63, Outlook Express, Microsoft Word, Mainframe, Siebel, Mutual Funds, Retirement Income..., Investments, High Net Worth..., Private Clients, Management, Financial Advisory, Investment Advisory, General Securities..., Customer Service, Microsoft Excel, Performing Arts, Social Networking, Microsoft Office, Leadership, Social Media, Event Planning, Social Media Marketing, Finance, Portfolio Management, Team Building, Analysis, Sales, Strategic Planning
Education
University of North Texas 2008 — 2012
Bachelor of Arts (BA), Economics, 3.4
University of North Texas 2008 — 2012
Bachelor of Arts (B.A.), Economics
Fidelity Investments August 2015 - Present
Bank of America September 2011 - August 2015
Wells Fargo March 2011 - September 2011
Skills
Banking, Retail Banking, Commercial Banking, Microsoft Office, Credit, Loans, Finance, Financial Services, Cash Management, Financial Analysis, Financial Risk, Accounting, Leadership, Sales, Cross Selling
Education
University of North Texas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
CExchange October 2013 - Present
Fidelity Investments January 2012 - October 2013
Skills
Financial Analysis, Account Reconciliation, Ad Hoc Reporting, Microsoft Excel, Variance Analysis, Financial Statements, Data Analysis, Access Database, Spreadsheets, Mutual Funds, PowerPoint, Outlook, Microsoft Word, Accounting, Analysis, Finance, Forecasting
Education
Southern New Hampshire University 2013 — 2015
Master’s Degree, Accounting, 3.8
University of North Texas 2008 — 2011
BBA, Finance
Apex Capital Corp December 2012 - Present
Fidelity Investments January 2012 - June 2012
A Better Answer November 2007 - January 2012
Blockbuster October 2005 - January 2008
Skills
Customer Service, Microsoft Office, Excel, Supervisory Skills, Customer Relations, Cost Accounting, Financial Accounting
Education
University of North Texas 2004 — 2012
BBA-Business, Accounting
Tarrant County College 2008 — 2010
Associates, Arts
Suntex Ventures March 2014 - Present
Merit Energy Company September 2013 - January 2014
Fidelity Investments June 2011 - August 2013
Comerica Bank October 2007 - May 2010
Skills
Accounting, Financial Analysis, Banking, Account Reconciliation, Mutual Funds, Customer Service, Financial Services, Microsoft Excel, Bank Reconciliation, Fund Accounting, Analysis, GAAP, Cash Flow, Quantitative Analytics, Financial Statements, Treasury, Oil & Gas Industry, Cash Management, Financial Statement..., Financial Institutions, Financial Instruments, Compliance, Bilingual-Korean, Cross Selling, Accounts Payable, Accounts Receivable, General Ledger, Auditing, Variance Analysis, Internal Audit, Journal Entries, US GAAP, Retail Banking, Cash Flow Forecasting, Bloomberg, Financial Accounting, Treasury Management
Education
University of North Texas 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of North Texas
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments September 2014 - Present
Hellenbrand August 2013 - August 2014
University of Wisconsin-Madison August 2012 - May 2013
University of Wisconsin-Madison August 2011 - May 2012
Photography/Print Technician May 2008 - June 2010
Skills
Adobe Creative Suite, Illustrator, Graphic Design, InDesign, Dreamweaver, Art, Digital Printing, Printmaking, Screen Printing, Web Design, Offset Printing, Art Education, Relief Printmaking, Intaglio, Digital Photography, 2D graphics, 2D Software, design, Visual Arts
Education
University of Wisconsin-Madison 2010 — 2013
Master of Fine Arts (MFA), Printmaking
University of North Texas 2004 — 2008
Bachelor of Fine Arts (BFA), Printmaking
The LifeWorks Group, P.A. May 2014 - Present
Easter Seals North Texas 2012 - 2012
Mad Science After School Enrichment 2010 - 2011
Watervue 2008 - 2010
Fidelity Investments April 2007 - December 2008
Skills
Event Planning, Teaching, Customer Service, Time Management, Microsoft Office, Property Management, Operations Management, Public Speaking, Strategic Planning, Social Media, Social Networking, Sales, Team Building, Marketing, Public Relations, Social Media Marketing, Community Outreach, Contract Negotiation, Facebook, Microsoft Word, Outlook, Recruiting, Training, PowerPoint, Advertising, Microsoft Excel, Negotiation, Event Management, Entrepreneurship, Leadership, Coaching, Marketing Strategy
Education
University of North Texas 2011 — 2014
Master of Science (M.S.), Mental Health Counseling/Counselor, 3.8
University of North Texas 2008 — 2010
Bachelor of Arts (B.A.), Psychology, 3.736
Schwab Private Client Investment Advisory, Inc. January 2015 - September 2015
Fidelity Investments August 1995 - November 2014
Skills
Tailored Personal..., Efficient Wealth..., Retirement Income..., Computer Based Analysis..., Design of Personal..., Presentation of..., Implementation of..., Monitoring of Personal...
Education
University of North Texas 1986 — 1989
Bachelor of Business Administration (BBA)
Sabre Airline Solutions April 2015 - Present
Sabre Airline Solutions August 2013 - Present
Fidelity Investments September 2012 - August 2013
JPMorgan Chase & Company June 2010 - August 2012
Skills
Asset Management, Financial Reporting, Microsoft Word, Microsoft Office, Microsoft Excel, Analysis, SharePoint, Process Improvement, Management, Finance, Project Planning, Training
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Strategy, Business Analytics
University of North Texas 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Fidelity Investments September 2014 - Present
American Security Project August 2013 - Present
National Center for Policy Analysis July 2014 - October 2014
Council on Environmental Quality January 2014 - May 2014
University of North Texas February 2012 - August 2012
Skills
Public Policy, Public Relations, Public Speaking, Social Media, Political Campaigns, Strategic Communications, Press Releases, Research, Marketing Communications, Media Relations, Healthcare, Nonprofits, Marketing, Event Planning, Leadership
Education
University of North Texas 2009 — 2013
Bachelor of Arts (B.A.) and Bachelor of Science, Political Science and History
Fidelity Investments May 2013 - Present
Hawaiian Falls Waterparks May 2012 - August 2012
Hawaiian Falls Waterparks June 2012 - July 2012
Hawaiian Falls Waterparks June 2011 - August 2011
Skills
Video Games, Christianity, Computer Science
Education
University of North Texas 2011 — 2015
Fidelity Investments May 2015 - Present
Fuzzy's Taco Shop September 2014 - May 2015
Benchmark Hospitality August 2011 - March 2014
Fossil November 2009 - January 2011
Skills
Customer Service, Hotels, Tourism, Sales, Customer Satisfaction, Time Management, Public Speaking, Leadership, Microsoft Word
Education
University of North Texas 2009 — 2015
General Business
Fidelity Investments February 2015 - Present
Fidelity Investments June 2013 - January 2015
Fidelity Investments May 2012 - June 2013
Fidelity Investments August 2011 - May 2012
Education
University of North Texas 2009 — 2011
Bachelor’s Degree, Business Administration--Finance & General Business
Western Texas College 2008 — 2009
Fidelity Investments December 2013 - Present
Fidelity Investments January 2009 - December 2013
Skills
401k, Retirement, Series 7, Series 6, Mutual Funds, Investments, Series 63, Asset Allocation, Retirement Planning
Education
University of North Texas 2000 — 2004
Arvest Bank July 2014 - Present
Fidelity Investments May 2013 - November 2013
Jos. A. Bank Clothiers October 2009 - May 2013
University of North Texas January 2011 - July 2012
Creme de la Creme May 2009 - August 2009
Best Buy October 2008 - May 2009
Skills
Teaching, Sales, Customer Service
Education
University of North Texas 2009 — 2011
BA, Psychology
Fidelity Investments March 2010 - Present
SuperMedia LLC September 2009 - March 2010
SuperMedia September 2009 - March 2010
Kaiser Permanente February 2008 - August 2009
Kaiser Permanente February 2008 - August 2009
Kaiser Permanente February 2008 - August 2009
Kaiser Permanente IT 2007 - 2009
Equita Financial December 2006 - February 2008
First Command Financial Planning 2008 - 2008
First Command February 2006 - November 2006
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement, Project Management, Program Management, PMP, Visio, PMO, Requirements Gathering, Project Portfolio..., Cross-functional Team..., Business Process..., Requirements Analysis, MS Project, Leadership, Quality Assurance
Education
University of North Texas 1990 — 1992
BBA, Finance, Business and Insurance
University of North Texas 1989 — 1992
Bachelor, Business Administration
North Lake Jr. College 1987 — 1989
Associate, Business Administration
Self-employed March 2012 - Present
Fidelity Investments March 2008 - February 2012
Skills
Sales, Customer Service, Finance, Accounting, Real Estate, Options Strategies, Options, Trading Strategies, Analytical Skills, Financial Analysis, Financial Modeling, Financial Statements
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance
Residential Credit Solutions, Inc November 2013 - Present
Carlisle & Gallagher Consulting Group December 2010 - February 2013
BBVA Compass August 2009 - May 2010
Guaranty Bank November 2005 - August 2009
Compass Bank November 2002 - September 2005
Fidelity Investments November 1999 - September 2002
Skills
Banking, Loans, Team Building, Financial Analysis, Mortgage Lending, Mortgage Banking, Quality Assurance, Quality Control, Collaboration, Coaching, Team Mentoring, Peer Mentoring, Team Management, Project Management, Consumer Lending, Loss Mitigation, Regulatory Requirements, Short Sales, Loan Modifications, Analysis, Credit, Customer Service, Training, Risk Management, Loan Origination, Management, Commercial Banking, Credit Analysis, Process Improvement, Portfolio Management, Mortgage Servicing, Cash Management, Insurance, Software Documentation, Leadership, FHA, Customer Satisfaction, Sales, Financial Services, Loan Servicing, Business Analysis, Investments, Business Process..., Finance, Management Consulting, Budgets, Human Resources, Residential Mortgages, Consulting, Vendor Management
Education
University of North Texas 1989 — 1994
Kinesiology
Zachry Holdings, Inc. February 2015 - Present
Wildernest Property Management September 2011 - May 2014
Brettelberg Condominiums May 2010 - September 2011
Fidelity Investments December 2009 - March 2010
Skills
Property Management, Budgets, Contract Negotiation, Management, Customer Service, Sales, Negotiation, Leases, Renovation, Condos, Sellers, Contractors, Property, Real Estate, Single Family Homes, Rentals, Residential Homes, Process Improvement, Location Intelligence, Real Estate Development, Commercial Real Estate, Buyers, Investors, Market Analysis, Appraisals, Disposition, Landlords, Brokerage, Land Acquisition, Home Staging, Tenant, Lease Negotiations, Selling, Real Estate Economics, Corporate Real Estate, Relocation, Investment Properties, Real Estate Transactions
Education
University of North Texas 2006 — 2009
Bachelor of Arts (B.A.), International Development
BNSF Railway February 2012 - Present
BNSF Railway June 2010 - February 2012
BNSF Railway June 2007 - June 2010
Fidelity Investments 2006 - 2007
Skills
Project Management, Telecommunications, Program Management, Troubleshooting, Testing, Networking, Switches, Leadership, IP, Training, Routers, WAN, Vendor Management, Visio, Process Improvement, CCNA, SharePoint, SQL, Wireless, Wireless Networking, Project Planning, MS Project
Education
University of North Texas 2003 — 2007
Bachelor of Science, Business Computer Information Systems
Apex Clearing Corporation September 2013 - Present
Fidelity Investments April 2011 - September 2013
Skills
Financial Analysis, Investment Valuation, Financial Modeling, Finance, Financial Forecasting, Customer Service, Ad Hoc Reporting, Investment Strategies, Bloomberg, Trading, Microsoft Office, Networking, Cross-functional..., Process Improvement, Administration, Business Analysis, Case Management
Education
University of North Texas 2007 — 2010
Bachelor's degree, Finance, General
TTI, Inc. April 2014 - Present
Fidelity Investments June 2013 - April 2014
Navy Federal Credit Union March 2011 - December 2011
Bank of America March 2009 - December 2009
Alliance Aviation Services December 2006 - March 2009
Skills
Statistics, Microsoft Excel, Six Sigma, Mathematics, Banking, Customer Service, Financial Services, Sales, Inventory Management, Access, SQL, Accounting, Microsoft Project, Time Management, PowerPoint, Leadership, Team Building, Process Improvement
Education
University of North Texas
Bachelor of Business Administration (BBA), Decision Science
Northwest High School
Fidelity Investments June 2013 - Present
Veritude October 2011 - June 2013
Samsung 2011 - 2011
SuperMedia May 2007 - 2011
Verizon February 2001 - November 2003
Verizon Logistics March 1998 - January 2001
Education
University of North Texas 1990 — 1995
BS, Computer Information Systems
Fidelity Investments August 2013 - Present
Fidelity Investments February 2012 - August 2013
Fidelity Investments November 2010 - February 2012
Wendy Krispin Caterer November 2005 - January 2012
Fidelity Investments June 2010 - November 2010
Fidelity Investments September 2009 - June 2010
Fidelity Investments July 2007 - September 2009
Pioneer Homes August 2006 - April 2007
Education
University of North Texas 2001 — 2006
Bachelor of Business Administration (BBA), Finance, General
HealthCare Partners March 2014 - Present
Independent Consultant September 2013 - January 2014
UnitedHealth Group February 2011 - May 2013
Oberon Associates 2009 - February 2011
PLATO Learning June 2006 - July 2009
ATK November 2002 - June 2006
Metris Companies 1998 - 2002
Chatham Technologies 1997 - 1998
Electric & Gas Technologies 1994 - 1997
Fidelity Investments 1993 - 1994
Skills
Process Improvement, Employee Benefits, Human Resources, Employee Relations, Compensation & Benefit, M&A experience, Team Building, Strategic Planning, Mergers & Acquisitions, Finance, Leadership, Deferred Compensation, Talent Management, Recruiting, Performance Management, Employee Engagement, Personnel Management, Talent Acquisition, HRIS, Benefits Administration, Workforce Planning
Education
University of Phoenix 2005 — 2007
MBA, Business
University of North Texas 1988 — 1992
BA Business, Business
Jesuit 1984 — 1987
High School Diploma
Fidelity Investments August 2008 - Present
Fidelity Investments January 2003 - August 2008
Education
University of North Texas 1983 — 1988
TXU Energy November 2010 - September 2014
TXU Energy July 2007 - November 2010
Fidelity Investments June 2006 - July 2007
Skills
Analysis, Business Analysis, Business Modeling, Business Planning, Business Process..., Business Valuation, Cross-functional Team..., Business Strategy, Data Analysis, Finance, Financial Accounting, Financial Analysis, Financial Forecasting, Financial Modeling, Financial Reporting, Forecasting, Marketing Strategy, Microsoft Excel, Strategic Planning, Valuation, Fixed Income, Investments, Series 7, Equities, Securities, Portfolio Management, Mutual Funds, SDLC, Corporate Finance, Commodity Markets, Due Diligence, Financial Risk, Analytics, Variance Analysis
Education
University of North Texas 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments July 2002 - Present
Skills
Information Architecture, Interaction Design
Education
University of North Texas 1987 — 1991
BS
Fannie Mae July 2013 - Present
Options Clearing Corporation January 2003 - July 2013
Fidelity Investments October 1998 - December 2002
Sunbelt Pools (formerly Olympic Pools) June 1993 - October 1998
Skills
Options, Derivatives, Business Analysis, Vendor Management, Team Management, Marketing Communications, Project Management, Process Improvement, Data Analysis, Team Leadership, Analytics, Policy
Education
The University of Texas at Dallas - School of Management 1996 — 1997
hours towards Masters Degree, Business Administration, Management and Operations
University of North Texas 1993 — 1995
BA, Marketing
JPMorgan Chase & Co. August 2014 - May 2015
Fidelity Investments April 2012 - August 2014
TD Ameritrade June 2010 - December 2011
TD Ameritrade November 2008 - June 2010
Viki Hall Staffing, LLC September 2007 - November 2008
AXA Advisors September 2008 - October 2008
Coldstone Creamery September 2005 - June 2006
Skills
Investments, Spanish, Series 7, Equities, Securities, Excel, Word, Customer Service, Customer Relations, Microsoft Office, Outlook, Series 66, Financial Analysis, Mutual Funds, Stock Trading, Brokerage, Microsoft Word, Asset Managment, Retirement Planning, Training, Strategic Financial..., Fixed Annuities, Asset Allocation, Risk Management, Insurance, Management, 401k, Fixed Income, Trading, ETFs, Investment Advisory, Asset Management, Microsoft Excel, Series 63, Uniform Combined State..., Finance, Financial Advisory, Retirement, Financial Services, Bonds, Wealth Management, FINRA, Investment Strategies, IRAs, Options, Alternative Investments
Education
University of North Texas 2002 — 2007
B.B.A., General Business
University of North Texas 2002 — 2007
Bachelor's degree, Business Administration and Management, General
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
Fidelity Investments Vice PresidentPayden & Rygel1998 - 2002
Education
University of North Texas
MetLife October 2014 - Present
New York Life Insurance Company September 2013 - October 2014
Fidelity Investments March 2012 - September 2013
Fidelity Investments July 2011 - March 2012
Fidelity Investments September 2008 - July 2011
Fidelity Investments June 2006 - September 2008
Fidelity Investments October 2005 - June 2006
Fidelity Investments February 2005 - October 2005
Fidelity Investments February 2003 - February 2005
Skills
Certified Retirement..., FINRA Series 7 License, FINRA, Business Analysis, Strategy, Product Management, CRM, Marketing, Management, Marketing Strategy, Program Management, Portfolio Management, Leadership, Investments, Project Management, Mutual Funds, Marketing Communications, Financial Services
Education
University of North Texas
B.B.A, Marketing
Fidelity Investments 1995 - Present
Skills
Series 7, Mutual Funds, Series 63, Investments, Portfolio Management, Securities, Bloomberg, Trading, Asset Allocation, Investment Advisory, Uniform Combined State..., Retirement Planning, FINRA, Risk Management, Wealth Management, Customer Service
Education
University of North Texas 1991 — 1995
Fidelity Investments Rollover Program Implementation DirectorFidelity InvestmentsAugust 2011 - Present
Skills
CRM, Process Improvement, Sales Operations, Investments, Portfolio Management, Negotiation, Equities, Asset Management, Fixed Income, Series 7, Business Analysis, Series 63, Financial Services, Risk Management, Mutual Funds
Education
University of North Texas 1987 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments March 2013 - Present
Fidelity Investments April 2012 - March 2013
Fidelity Investments October 2007 - April 2012
Fidelity Investments September 2006 - October 2007
Skills
Leadership, Microsoft Excel, Microsoft Office, Project Management
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance
Fidelity Investments April 2006 - Present
Education
University of North Texas 2001 — 2003
MBA, Finance
Fidelity Investments September 2006 - Present
Education
University of North Texas
American Beacon Advisors June 2014 - Present
Fidelity Investments March 2013 - May 2014
Fidelity Investments December 2011 - March 2013
Fidelity Investments April 2009 - December 2011
Fidelity Investments February 2007 - April 2009
Fidelity Investments May 2006 - February 2007
Fidelity Investments March 2005 - May 2006
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Process Improvement, Microsoft Excel, Financial Modeling, Business Objects, Internal Controls, Crystal Reports, Client Billing, Hyperion Brio, SAP Business Objects, Brokerage Operations, Client Service Oriented, Microsoft Dynamics, Management Reporter, Great Plains Software
Education
University of Dallas 2010 — 2011
MS, Accounting, GPA 3.93
University of North Texas 2000 — 2004
BBA, Finance, GPA 3.12
Coppell High School
Fidelity Investments February 1987 - December 2008
Keller Williams Realty January 2003 - November 2007
Education
University of North Texas 1982 — 1986
BBA, Business
Fidelity Investments August 2007 - Present
Fidelity Investments January 2002 - August 2007
Fidelity Investments August 1993 - December 2001
Fidelity Investments June 1992 - July 1993
Fidelity Investments January 1987 - May 1992
Skills
Process Improvement, Series 7, Total Quality Management, Financial Services, TQM, Mutual Funds, Asset Management, Investments, Risk Management, Financial Analysis, Investment Advisory, Securities, Insurance, Business Analysis, Customer Experience, Wealth Management, 401k, Series 63, Portfolio Management, Business Process..., Retirement Planning, Equities, Call Centers, Salesforce.com, Financial Modeling, Strategic Financial..., Asset Allocation, Retirement, Estate Planning, Access, Uniform Combined State..., Leadership, Strategy, IRAs, Vendor Management, Series 65, Forecasting, Relationship Management, Onboarding, Competitive Analysis, Performance Management, Training, Customer Satisfaction, Strategic Planning, Succession Planning, Team Leadership, Management, Program Management, Sales, Coaching
Education
University of North Texas 1982 — 1987
BBA, Finance, Marketing
TIAA-CREF December 2014 - Present
TIAA-CREF April 2012 - December 2014
Fidelity Investments February 2007 - March 2012
Alltel April 2005 - November 2006
FEDEX KINKOS April 2003 - April 2004
Skills
Mutual Funds, Series 6, Series 63, Life and Health..., 401k, Investments, Sales, Marketing, Financial Services, Graphic Design, Advertising, Adobe Creative Suite, Investment Operations, Inside Sales, Information Technology, Microsoft Office
Education
University of North Texas 1996 — 2000
Bachelor of Arts (B.A.), Graphic Design
Lamar High School
Vigilant Solutions August 2014 - Present
White Lion Games September 2010 - July 2014
Fidelity Investments February 2008 - May 2010
Independent Contractor 2006 - 2008
Skills
Business Analysis, Financial Services, Process Improvement, Investments, Call Centers, Vendor Management, Customer Service, Microsoft Excel, Risk Management, Project Management, Data Analysis, Relationship Management, Microsoft Office, Customer Satisfaction, Management, Training, Inventory Management, Public Speaking, Research, Leadership
Education
University of North Texas
Bachelor of Arts (B.A.), Economics
Fidelity Investments November 2014 - Present
TD Ameritrade May 2011 - November 2014
TD Ameritrade November 2009 - May 2011
TD Ameritrade August 2009 - November 2009
Skills
Retirement, IRAs, Financial Advisory, Asset, Real Estate, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Roth IRA, Uniform Combined State..., Portfolio Management, Wealth Accumulation, Asset Managment, Long Term Care Insurance, Life Insurance, Fixed Annuities, Investment Strategies, FINRA, Asset Allocation
Education
University of North Texas 2009 — 2011
MBA, Finance and Marketing
University of North Texas 2005 — 2009
BBA, Real Estate
USAA March 2011 - Present
JPMorgan Chase October 2009 - November 2010
TD Ameritrade July 2008 - October 2009
Fidelity Investments February 2006 - May 2008
Education
College for Financial Planning 2012 — 2013
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
University of North Texas 2001 — 2004
BS, Political Science
Fidelity Investments Operations ManagerExpress Media Services, Inc.1999 - 2007
Education
University of North Texas
BS, Economics
Fidelity Investments September 2011 - July 2013
Bank of America February 2006 - September 2011
Skills
Portfolio Management, Insurance, Relationship Management, Risk Management, Investments, Banking, Financial Services, Loans, Credit, Wealth Management, Business Analysis
Education
University of North Texas 2013 — 2016
Bachelor of Business Administration (BBA), Risk, Insurance, and Financial Services, 3.25
Fidelity Investments November 2014 - Present
Fidelity Investments July 2012 - April 2014
Fidelity Investments August 2011 - September 2012
Fidelity Investments June 2010 - August 2011
Skills
Customer Service, Quality Auditing, Quality Control, Retail, Merchandising, Store Management, Loss Prevention, Retail Sales, Cashiering, Inventory Management, Inventory Control, Store Operations, Visual Merchandising, Text Editing, Writing, Creative Writing, Technical Writing, Customer Satisfaction, Leadership
Education
University of North Texas 2005 — 2009
Bachelor of Arts, History
AccentCare November 2012 - Present
BKD CPAs & Advisors January 2011 - November 2012
BioStrike June 2010 - March 2011
Fidelity Investments May 2002 - July 2008
Skills
Accounting, Financial Analysis, Fixed Assets, Investments, Financial Reporting, Microsoft Excel, Auditing, Tax, Payroll, QuickBooks, Tax Returns, Financial Accounting, Financial Statements, Income Tax
Education
University of North Texas 2009 — 2011
MS, Accounting - Taxation
University of North Texas 2008 — 2009
BBA, Finance
Fidelity Investments June 2015 - Present
Marc Veasey for Congress April 2012 - August 2012
Dallas County April 2011 - April 2012
Skills
Microsoft Office, Research, Budgets, Customer Service, Event Planning, Public Speaking, Social Networking, Leadership, Training, Fundraising, Social Media, Team Building, Event Management, Management, Nonprofits, Microsoft Excel
Education
University of North Texas 2013 — 2015
Minor Economics, Bachelor of Business Administration (BBA), Accounting
Fidelity Investments August 2010 - Present
Barksdale Technologies April 2010 - August 2010
USIC January 2009 - April 2010
Hewitt Associates February 2003 - April 2006
Education
University of North Texas
BA, History
Bank of America Merchant Services Sales ManagerFirst DataNovember 2008 - September 2009
Chase Paymentech January 2007 - October 2008
Fidelity Investments 1995 - 2005
Skills
Credit, Banking, New Business Development, Strategic Planning, Marketing, Mortgage Lending, Strategic Partnerships, CRM, Merchant Services, Electronic Payments, Payment Systems
Education
Robert E Lee
University of North Texas
Marketing
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
CEC Entertainment October 2008 - June 2012
Ernst & Young October 2003 - October 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Process Improvement, Business Process..., Enterprise Risk..., Internal Controls, Financial Analysis, Risk Management, IT Audit, Auditing, Finance, Financial Accounting, Financial Reporting, US GAAP reporting
Education
University of North Texas
BS/MS Financial Reporting and Auditing
University of North Texas
Master's degree, Accounting
Fidelity Investments December 2011 - Present
_ December 2010 - December 2011
Skills
Sales, Investments, Customer Service
Education
University of North Texas 2005 — 2009
BA, Real Estate
Federal Reserve Bank of Dallas June 2014 - Present
Fidelity Investments November 2011 - June 2014
University of North Texas August 2007 - May 2011
Sabre Holdings 2009 - 2010
Skills
Accounting, Accounts Payable, Account Reconciliation, NAV, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Accounts Receivable, Microsoft Excel, Regression Analysis, Linear Regression, Statistical Software, Mutual Funds, Bonds, Trade Finance, Financial Econometrics, Econometric Modeling, Econometrics, Risk Analytics, Trend Analysis, Tax Accounting, Internal Audit, Software Analysis, Mergers & Acquisitions, Portfolio Management, Finance, US GAAP, Essbase, Forecasting, General Ledger, Financial Modeling, Banking, Quantitative Analytics, Microsoft Word, Asset Allocation, Strategic Financial..., Strategic Planning, Financial Forecasting, Business Intelligence, Cost Accounting, Cash Flow Forecasting, Outlook, Economics, SAP, PeopleSoft, Financial Statements, Sarbanes-Oxley Act, Management, Analysis
Education
University of North Texas 2007 — 2011
Bachelors of Science, Economics
Fidelity Investments May 2008 - August 2012
FAA August 2005 - May 2007
Skills
Analytical problem..., Maintaining Strong..., Identifying Trends, Close Attention to..., Budget Forecasts, Strategic Planning, Self-motivated Team..., Economics, Financial Markets, Financial Services, Adapt Quickly to Change, Financial Calculations, Microsoft Excel
Education
University of North Texas 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments April 1997 - Present
Education
University of North Texas 1994 — 1995
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Scottrade July 2013 - Present
Scottrade July 2013 - Present
Charles Schwab December 2012 - April 2013
TD Ameritrade 2010 - 2012
Fidelity Investments April 1998 - October 2009
Skills
Financial Advisory, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Personal Financial..., Asset Allocation, Investment Strategies, series 66, Life Insurance, Charitable Gift Planning, Tax Deferred Exchanges
Education
University of North Texas 1989 — 1997
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
University of North Texas
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Fidelity Investments March 2014 - Present
Skills
Marketing Communications, Customer Service, Community Outreach, Project Management, Promotions, Strategic Planning, Marketing Strategy, Social Media, Private Pilot, Event Planning, Public Relations
Education
University of North Texas 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Fidelity Investments July 2013 - Present
Skills
COBOL, DB2, JCL, SQL
Education
University of North Texas 2008 — 2013
Bachelor of Science (BS), Business Computer Information Systems
Fidelity Investments November 2011 - Present
Fidelity Investments November 2012 - February 2013
Fidelity Investments May 2011 - October 2011
Fidelity Investments July 2004 - January 2009
Skills
Investments, Brokerage, Risk Management, Management, Project Management, Analysis, Marketing Communications, Oral & Written..., Team Leadership, Customer Service, Financial Analysis
Education
University of North Texas 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments March 2014 - Present
Zale July 2013 - March 2014
JPMorgan Chase July 2012 - July 2013
JPMorgan Chase January 2010 - July 2012
Schneider National April 2008 - December 2009
Skills
Third Party Vendor..., Microsoft Excel, Written & Oral..., Project Management, Microsoft Office, Transportation..., Transportation Safety, Logistics Management, Account Management, Process Improvement, Performance Reporting, Call Centers, Logistics, Management, Customer Service
Education
University of North Texas 2012 — 2015
Master of Business Administration (M.B.A.), Strategic Management
University of North Texas 2002 — 2007
Bachelor of Arts (B.A.), Psychology
South Point Hotel Casino Spa June 2015 - Present
Fidelity Investments September 2013 - September 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Sales, Office Administration, Transaction Processing, Finance, Financial Services, Teamwork, Team Building, Communication
Education
University of North Texas 2008 — 2013
Bachelor of Arts (B.A.) International Business and Economics, International Business and Economics
American Airlines May 2015 - Present
Fidelity Investments October 2014 - March 2015
BJ's Restaurants, Inc. January 2010 - October 2014
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Social Media, Social Networking, Public Speaking
Education
University of North Texas 2013 — 2014
Bachelor of Arts (B.A.), Psychology