Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Genworth May 2015 - Present
Baldwin-Cox Agency June 2014 - Present
Fidelity Investments June 2013 - May 2014
RA Sushi Bar Restaurant September 2012 - September 2013
Skills
Organizational..., Team Leadership, Self Driven, Outgoing, Budgeting, Business Planning, Customer Relations, Event Management, Negotiation, New Business Development, Highly Dedicated, Business-minded, Operations Management, Supply Chain Operations, Purchasing Processes, Team-oriented, Analytic Thinking, Money Management, Relationship-builder..., Planning & Execution of..., Highly Organized &..., Self-starter, Proactive, Self-driven, Customer Service, Budgets, Teamwork
Education
University of North Texas 2012 — 2014
Bachelor of Business Administration (B.B.A.), Operations and Supply Chain Management, Junior
Fidelity Investments April 2014 - Present
Fidelity Investments June 2012 - April 2014
Advance Business Capital April 2010 - June 2012
Skills
Vendor Management, Cisco Technologies, Visio, Telecommunications, Business Analysis, ITIL
Education
University of North Texas 2004 — 2010
Bachelor's Degree, Criminal Justice
Merrill Lynch, Pierce, Fenner & Smith Inc. October 2007 - Present
Charles Schwab & Co., Inc. April 2003 - October 2007
Charles Schwab & Co, Inc. June 2000 - August 2002
Charles Schwab & Co., Inc. November 1990 - April 2000
Security Pacific January 1989 - November 1990
Fidelity Investments March 1984 - October 1988
Skills
Investments, Series 7, Series 63, Training, Financial Services, Wealth Management, Mutual Funds, FINRA
Education
University of North Texas 1980 — 1982
MBA, Marketing and Statistical Analysis
Goldman Sachs October 2014 - Present
Fidelity Investments December 2012 - October 2014
Fidelity Investments October 2013 - April 2014
Fidelity Investments February 2012 - December 2012
Nationwide Insurance July 2010 - February 2012
Progressive Insurance December 2009 - July 2010
Progressive Insurance August 2007 - December 2009
Nationwide Insurance November 2006 - August 2007
Nationwide Insurance June 2006 - November 2006
Skills
Series 63, Series 7, Series 9, Series 10, Business Analysis, Analysis, Valuation, Equities, Mutual Funds, Bloomberg Terminal, Investments, FINRA, Trading, International Trade, Securities
Education
University of Northern Iowa 2002 — 2006
BA, Business Management
Thomas Jefferson High School, Cedar Rapids, IA 1998 — 2002
Fidelity Investments July 2011 - Present
Fidelity Investments February 2008 - July 2011
Fidelity Investments September 2004 - February 2008
Skills
Customer Service, Financial Analysis, Management, Microsoft Word, Strategic Planning, Program Management, Microsoft Office, Microsoft Excel, Accounting, Banking, Event Planning, Finance, Financial Reporting, Public Speaking
Education
University of North Texas 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of North Texas 1999 — 2004
Bachelor of Arts (B.A.), Mathematics
McDonald's Corporation October 2012 - Present
Keller ISD October 2007 - October 2012
PharmaFab May 2004 - February 2007
Fidelity Investments August 2001 - February 2002
Nokia Mobile Phones October 1998 - August 2001
Skills
Budgeting, Customer Relations, Excel, PowerPoint, Customer Service, Word, Microsoft Office, Problem Solving, Planning, Outlook, Research, Administration, Team Building, Staff Development, System Administration, Recruiting, Performance Management, Microsoft Word, Microsoft Excel, Management
Education
Texas Woman's University 2012 — 2013
Master's, MBA, 4.0
University of North Texas 1996 — 1998
BS, Applied Gerontology
Lamar High School 1992 — 1994
Diploma, Cum Laude
Arbor Point Advisors, LLC January 2014 - Present
Fidelity Institutional Wealth Services January 2001 - December 2012
Fidelity Charitable Gift Fund October 1999 - January 2001
Fidelity Investments-Pittsburgh Investor Center June 1996 - October 1999
Fidelity Investments August 1995 - June 1996
Alex Brown & Sons October 1993 - August 1995
Bear Stearns March 1988 - October 1993
Fidelity Investments March 1986 - March 1988
Skills
Wealth Management, Business Development, Investment Advisory, Sales Process, Series 63, Series 7, Mutual Funds, Relationship Management, Series 24, Asset Allocation, Securities, 401k, Alternative Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Equities, FINRA, Investments, Financial Services, Retirement, Finance, Financial Advisory, Fixed Income, CRM
Education
University of Northern Iowa 1976 — 1979
Bachelor of Arts, Financial Management
Fidelity Investments August 2013 - Present
@ graphic inc May 2013 - Present
W.E. Boswell High School June 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Legal Research, PowerPoint, Microsoft Excel, Research, Legal Writing, Public Speaking, Customer Service, Teamwork, English, Social Media, Legal Assistance, Time Management, Finance, Investments
Education
University of North Texas 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Fidelity Investments May 2014 - Present
Fidelity Investments July 2013 - May 2014
Fidelity Investments January 2013 - July 2013
Bridlewood Golf Club November 2011 - January 2013
University of North Texas January 2011 - May 2012
Skills
Higher Education, Research, Public Speaking, Microsoft Office, Student Affairs, PowerPoint, Student Development, Editing, Event Planning, Social Media
Education
University of North Texas 2008 — 2011
Bachelor's of Science, Sports Management
Fidelity Investments November 2007 - Present
Skills
Customer Service, Marketing, Event Planning, Marketing Strategy, Microsoft Office, PowerPoint, Public Speaking, Social Media, Sales, Leadership, Social Networking, Microsoft Excel, Event Management, Microsoft Word, Team Building, Public Relations
Education
University of North Texas
Bachelor's degree, General Studies
Self-Employed 2012 - Present
Charles Schwab 2008 - 2012
Fidelity Investments 2006 - 2008
Prudential Financial 2005 - 2006
Education
University of North Texas
Bachelor of Arts (B.A.), Economics
Rice University - Susanne M. Glasscock School of Continuing Studies
Financial Planning and Services
SFMG Wealth Advisors June 2013 - Present
Fidelity Investments August 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Tournament Players Club at Craig Ranch May 2008 - August 2012
Frisco RoughRiders April 2011 - October 2011
Education
University of North Texas 2007 — 2012
Bachelors of Business Administration, Finance
Fidelity Investments July 2013 - Present
Fidelity Investments May 2012 - July 2013
Comerica Bank February 2007 - May 2012
Game Crazy August 2005 - February 2007
Skills
MySQL, Customer Service, Java, Microsoft Office, COBOL, Windows, Troubleshooting, Visual Basic, Computer Hardware, Networking, SQL, Visio, HTML, Windows 7, Operating Systems, Databases
Education
University of North Texas 2009 — 2012
Bachelor’s Degree, Business Computer Information Systems, 3.5
Fitness Republic Corporation November 2014 - Present
Freelance Community October 2014 - Present
Textbroker International May 2013 - Present
Great Curb Appeal April 2012 - Present
Grubby Mittz Art Co. September 2004 - Present
Stacy Zimmerman - Freelance Writer May 2013 - October 2014
Fidelity Investments July 2002 - September 2002
Carreker Corporation May 2001 - September 2001
PennWell January 2000 - June 2000
MCI Worldcom July 1996 - January 2000
Skills
Copywriting, Creative Writing, Blogging, Journalism, Copy Editing, Technical Writing, Freelance Writing, Proofreading, Web Content, Books, Poetry, Editing, Fiction, Non-fiction, Short Stories, Fiction Writing, Art, Teaching, Running, Yoga, Fitness, Sports Nutrition, Social Networking, Writing, Social Media, Newsletters, Press Releases, Social Media Marketing
Education
University of North Texas Graduate Program 2015 — 2019
Doctor of Philosophy (Ph.D.), Counseling Psychology, 4.0
University of North Texas 2011 — 2015
Bachelor's Degree, Psychology, 4.0
University of North Texas 2011 — 2015
Bachelor’s Degree, Psychology, 4.0
University of North Texas Honors College 2011 — 2014
Bachelor's Degree, English/Creative Writing, 4.0
Fidelity Investments February 2014 - Present
Fidelity Investments October 2014 - February 2015
Prayer Stop August 2012 - February 2014
Mr. Restore August 2013 - November 2013
Wells Fargo May 2008 - August 2012
Circulation Promotions Unlimited, Inc. January 2008 - May 2008
Skills
Banking, Credit, Loans, Financial Analysis, Cash Management, Finance, Commercial Banking, Strategic Financial..., Retail Banking, Accounting, Consumer Lending
Education
University of North Texas 2007 — 2013
BAAS, Accounting
Fidelity Investments April 2014 - Present
Outdoor Living Inc August 2010 - May 2013
AJ's NY Deli Pvt Ltd September 2009 - August 2010
Fidelity Investments September 2008 - September 2009
Skills
Project Management, Personnel Management, Operations Management, Team Leadership, Employee Training, Business Analysis, Customer Service, Procurement Contracts, Training, E-commerce, Digital Marketing, Business Process..., Microsoft Excel, Internet, Magento, Outsourcing, Organization, PMP, Quality Assurance, Quality Management, Quality Control, Strategic Planning, Small Business, Call Centers, Data Analysis, Cross-functional Team..., Resource Management, Project Planning, Management
Education
University of North Texas 2002 — 2008
Bachelors of Applied Arts & Sciences, Finance, Marketing & Management
Indian School, Kuwait
D Max Properties, Inc. January 2015 - Present
CareView Communications April 2012 - September 2014
Fidelity Investments September 2008 - April 2012
Skills
Team Building, Healthcare, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Sales, Public Speaking, Strategic Planning, Microsoft Office, Outlook, Leadership, Marketing Communications, Financial Reporting, Research, Staff Development, Teaching, Risk Management, Leadership Development, Coaching, Business Strategy, Account Management, Training, Management, Operations Management, Microsoft Word, Marketing Strategy
Education
University of North Texas
Bachelor of Science (BS), Applied Arts and Sciences
TIAA-CREF October 2014 - Present
Fidelity Investments January 2014 - October 2014
Sears Real Estate May 2013 - August 2013
Greeley Chamber of Commerce/Visitors Bureau January 2013 - May 2013
Best Buy November 2010 - February 2013
Education
University of Northern Colorado 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
BNSF Railway April 2013 - Present
BNSF Railway January 2008 - Present
Fidelity Investments 2007 - January 2008
Education
University of North Texas 2003 — 2007
Fidelity Investments Senior Financial RepresentativePrincipal Financial Group2011 - 2012
TD Ameritrade October 2009 - December 2011
Skills
Customer Service, Customer Relations, Customer Retention, Sales Support, Retirement Solutions, Retirement Services
Education
University of North Texas 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments July 2015 - Present
Anthropologie September 2010 - July 2015
Skills
Microsoft Excel, Microsoft Word, Visual Merchandising, Styling, Merchandising, Retail Sales, Fashion, Trend Analysis, Apparel, Store Management, Retail, Loss Prevention, Facebook, Store Operations
Education
University of North Texas 2012 — 2014
Bachelors, Public Health Education and Promotion
MetLife July 2015 - Present
MetLife December 2013 - Present
Fidelity Investments August 2011 - December 2013
Merrill Lynch May 2011 - August 2011
Bank of America August 2008 - May 2011
Skills
Wealth Management, Mutual Funds, Asset Allocation, Banking, Retirement Planning, Investment Advisory, Commercial Banking, Finance, Economics, Relationship Management, Cash Management, FINRA, Financial Risk, AML, 401k, IRAs, Retirement, Financial Analysis, Insurance, Life Insurance, Financial Services, Equities, Securities
Education
University of North Texas 2007 — 2011
Bachelor of Arts (B.A.), Economics
Fidelity Investments December 2005 - Present
Fidelity Investments August 1999 - December 2005
Skills
Retirement Planning, Equities, Financial Services, Retirement, Mutual Funds, Series 7, Series 63, Investments, Financial Planning, FINRA
Education
University of North Texas 1986 — 1990
Ebby Halliday Realtors 2010 - Present
Fidelity Investments January 2007 - April 2010
Fidelity Investments February 2005 - January 2007
Fidelity Investments February 2001 - February 2005
Education
University of North Texas 1987 — 1991
BBA, Finance
FedEx Office September 2015 - Present
Fidelity Investments April 2014 - September 2015
Great Wolf Lodge July 2011 - April 2014
Great Wolf Lodge April 2009 - June 2011
Bells Pharmacy August 2006 - December 2007
Skills
Hotels, Front Office, Hospitality, Hospitality Management, Hospitality Industry, Resorts, Property Management..., Hotel Management, Rooms Division, Micros, Guest Service Management, Opera, Customer Service, Microsoft Office, Customer Satisfaction, Banquets, Time Management, Meeting Planning, MICROS
Education
University of North Texas 2008 — 2011
Bachelors of Science, Hospitality Administration/Management
Winnsboro High School 2004 — 2007
High School Diploma, High School/Secondary Diploma Programs
Fidelity Investments March 2015 - Present
Grab A Gun September 2014 - February 2015
Fidelity Investments May 2014 - August 2014
Southwestern PTS September 2012 - May 2014
Prometric July 2007 - August 2012
Skills
Bilingual, Administrative..., Office Administration, Outlook, Customer Satisfaction, Customer Service, Spanish, Microsoft Office, Time Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Acces, Microsoft Project, Photoshop, Adobe Audition, Shipping Systems, Databases, Access, Windows, Windows 7, Troubleshooting, Enterprise Architecture, SQL, HP, Adobe Acrobat, Teamwork, Java, HTML, JavaScript
Education
University of North Texas 2011 — 2014
Business Computer Information Systems (BCIS), Computer Systems Analysis/Analyst
University of North Texas 2011 — 2014
Bachelor of Science (B.S.), Business Computer Information Systems
Fidelity Investments 2002 - Present
Skills
ISPF, MVS, TSO, JCL, Mainframe, IBM Mainframe, z/OS, SDSF, Fileaid, VSAM, CICS, REXX, DB2, IBM Utilities
Education
University of North Texas
Bachelor of Science, Business Computer Information Systems
University of Dallas
Forsythe June 2012 - Present
Data Intensity June 2011 - June 2012
Automatic Data Processing August 2005 - July 2010
Evergreen investments 2003 - 2005
Manulife Financial / John Hancock 2000 - 2003
State Street 1998 - 2000
Fidelity Investments 1995 - 1997
Skills
Program Management, Strategic Planning, SaaS, Business Continuity, E-commerce, Crisis Management, Hosted Services, Vendor Management, ITIL, Business Intelligence, Process Improvement, Vendor Relations, Outsourcing, Team Building, PMP, Business Analysis, Process Engineering, IT Strategy, Integration, Change Management, Disaster Recovery, Operations Management, IT Governance, Compliance, Mentoring, Customer Relations, SharePoint, ERP, Business Strategy, Data Center, SDLC, Architecture, SQL, Business Management, Virtualization, Strategy, PMO, Project Portfolio..., Project Management, Business Process..., Leadership, Risk Management, Information Technology, Enterprise Architecture, Agile Methodologies, IT Management, Cloud Computing, Project Planning, Enterprise Software, Management
Education
University of Northern Colorado 1986 — 1991
SUFFOLK UNIVERSITY Sawyer School of Management
Fidelity Investments January 2012 - Present
CoreLogic December 2009 - December 2011
Lennox Industries, Inc April 2006 - December 2009
Lennox International February 2005 - April 2006
Lennox International May 2003 - February 2005
Ryan & Company June 2002 - May 2003
Education
University of North Texas 2000 — 2002
BS, Accounting Control Systems
University of the Cumberlands 1998 — 2000
Accounting
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - June 2014
T Rowe Price November 2009 - June 2013
T Rowe Price September 2008 - November 2009
TEKsystems June 2006 - September 2008
Hewlett-Packard March 2003 - March 2005
Education
University of Northern Colorado 1999 — 2003
Bachelor of Science, Business Administration, Speech Communication
GE Capital March 2013 - Present
GE Capital October 2011 - December 2013
GE Capital July 2012 - March 2013
GE Capital January 2012 - July 2012
GE Capital June 2011 - September 2011
JPMorganChase November 2010 - June 2011
Fidelity Investments January 2010 - November 2010
Skills
Financial Modeling, Account Management, Investments, Financial Analysis, Valuation, Finance, Credit, Relationship Management, Portfolio Management, Financial Risk, Financial Services, Leadership, Analysis, Loans, Underwriting
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Finance
Marathon Petroleum Company January 2014 - Present
DTR Industries October 2012 - December 2013
Hertz March 2011 - August 2012
Fidelity Investments March 2008 - March 2011
Hertz September 2005 - February 2008
Performance Autoplex January 2003 - September 2004
Tom Ahl Family of Dealerships January 1998 - September 2002
Skills
Customer Service, Account Maintenance, Cold Calling, Sales Management, Account Management, Customer Satisfaction, Customer Relations, Operations Management, Automotive, Car Rental, Rental Management, Travel, Continuous Improvement, Kaizen, Lean Manufacturing, Automotive Repair, Profit, Sales, Management, Leadership, New Business Development, Negotiation, Marketing
Education
University of Northwestern Ohio 2004 — 2007
BS, Business
University of Northwestern Ohio 1997 — 1999
Associate of Arts and Sciences (AAS), Automobile/Automotive Mechanics Technology/Technician
Fidelity Investments September 2008 - Present
Fidelity Investments June 2006 - September 2008
Fidelity Investments May 2004 - June 2006
Fidelity Investments August 2002 - May 2004
Skills
Series 7, 401k, Investments, Retirement, Series 63, Customer Relations, Customer Service, Mutual Funds, Benefits Administration, Retirement Planning, Financial Services, FINRA, Defined Contribution, Employee Benefits, Relationship Management, Financial Advisory, Portfolio Management, Wealth Management, Investment Strategies, Securities, Asset Management, IRAs, Sales
Education
University of North Texas
B.A, Marketing
Malaspina Communications LLC 1991 - Present
Fidelity Investments 1982 - 1991
Skills
Writing, Copywriting, Mutual Funds, Marketing Communications, Research
Education
University of Denver
MA, Library Science
University of Northern Colorado
BA, MA, English
Liberty Mutual Insurance July 2014 - Present
SEPHORA November 2013 - Present
Linda McAlister 2001 - Present
CIGNA February 2012 - July 2014
Fidelity Investments September 2011 - February 2012
Skills
Leadership, Training, Management, Customer Service, Marketing, Coaching, Credit, Financial Services, Retail, Microsoft Excel, Customer Experience, Public Relations, Account Reconciliation, Social Media, Auditing, PowerPoint, Event Planning
Education
University of North Texas 2004 — 2010
Bachelors, Social Sciences and Biology
Booker T Washington Arts Magnet 2001 — 2004
Theater
University of Phoenix
MBA Healthcare Management
Ajilon 2000 - 2002
Fidelity Investments 1995 - 2000
Fidelity Investments 1991 - 1995
Fidelity Investments 1990 - 1991
Skills
Fixed Income, Trading, Mutual Funds, Process Improvement, Visual Basic, Microsoft Excel, PowerPoint
Education
University of North Texas 1986 — 1990
Bachelor of Business Administration (BBA), Banking and Financial Support Services
USAA March 2014 - Present
TD Ameritrade July 2013 - April 2014
Fidelity Investments May 2010 - June 2013
Greer Lumber Co. October 2007 - May 2010
Education
University of North Texas 2004 — 2007
Bachelor of Business Administration (BBA), Financial Planning and Services
Alcon, a Novartis company June 2015 - Present
Alcon, a Novartis company January 2015 - June 2015
Novartis Pharmaceuticals January 2013 - January 2015
Alcon, a Novartis company August 2011 - January 2013
Fidelity Investments September 2010 - May 2011
Stryker Communications 2011 - 2011
City of Irving July 2009 - January 2010
Skills
HRIS, Recruiting, Talent Management, New Hire Orientations, Onboarding, Temporary Placement, Outlook, Employee Benefits, Employee Engagement, Taleo, Interviews, Human Resources, Employee Relations, Background Checks, Management, Deferred Compensation, College Recruiting, Applicant Tracking..., Benefits Administration, Payroll, Performance Management
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Human Resources and Organizational Behavior
Carlisle & Gallagher Consulting Group, Inc. September 2015 - Present
Fidelity Investments December 2014 - August 2015
Fidelity Investments January 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, C++, Social Media, HTML, C, Java, Public Speaking, Teamwork, Windows, Sales, Outlook, Time Management, Facebook, Financial Analysis, Leadership
Education
University of North Texas 2010 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Sequoia Private Wealth Management, LLC January 2015 - Present
Fidelity Investments September 1996 - January 2015
Smith Barney Inc October 1994 - September 1996
Skills
Asset Allocation, Investment Portfolio, Client Services, Financial Planning, Finance, Portfolio Management, Retirement, Wealth, Retirement Planning, Investment Advisory, Investments, Mutual Funds, Wealth Management, Series 63, Asset Management, Financial Services
Education
University of North Texas 1990 — 1995
Bachelor's degree, Corporate Finance
Fidelity Investments January 2012 - Present
LA Fitness June 2008 - May 2012
Skills
Human Resources, Recruiting, Leadership, Personnel Management, Training, Event Planning, Employee Relations, Coaching, Leadership Development, Conflict Resolution, Team Building, Time Management, Access, Talent Management, Temporary Placement, Program Management, Hiring, Onboarding, Networking, Talent Acquisition, Applicant Tracking..., Interviews
Education
University of North Texas 2009 — 2012
Bachelor of Business Administration (B.B.A.), Organizational Behavior and Human Resource Management
Shenanigans Weddings & Events October 2005 - Present
La Buena Vida Vineyards February 2008 - February 2009
Cascade Solutions September 2007 - January 2008
Misys 1994 - 2004
Fidelity Investments 1991 - 1993
Skills
Event Management, Weddings, Corporate Events, Private Events, Event Planning, Vendor Relations, Customer Service, Non-profits, Coordination, Customer Relations, Wedding Planning, Budgets, Food, Hospitality, Management, Marketing Strategy, Sales
Education
University of North Texas 1987 — 1991
BCIS, Business Computers
Fidelity Investments 2013 - Present
Edward Jones 2012 - 2013
TruGreen LandCare February 2010 - August 2012
Time Warner Cable Business Class January 2009 - February 2010
Time Warner Cable Business Class May 2008 - January 2009
Skills
Sales, Series 7, Series 66, B2B, Customer Relations, Account Management, Business Planning, Telecommunications, Teamwork, Building Relationships, Contract Negotiation, Salesforce.com, Sales Management, Solution Selling, Direct Sales, Negotiation, Customer Service, Time Management, Team Building, Customer Retention, Selling, Marketing Strategy, Life & Health Insurance..., New Business Development, Pricing, Sales Presentations, Sales Operations, Marketing, Leadership, Competitive Analysis, Business Development, Cold Calling, Management, Customer Satisfaction, Uniform Combined State..., Sales Process, Team Leadership, Retail, Strategic Partnerships, Lead Generation, CRM, Training, Recruiting, Product Marketing, Strategic Planning, Call Centers, Inventory Management, Budgets, P&L Management, Forecasting
Education
University of North Texas 2004 — 2008
Bachelor of Business Administration, Business Administration and Management, General
Preferred Financial Solutions, LLC October 2002 - Present
Bank of America October 2001 - November 2002
Fidelity Investments February 1998 - October 2001
AEGON August 1992 - February 1998
Skills
Mutual Funds, Investments, Retirement Planning, Fixed Annuities, Stocks, Sales, Customer Service, Management, Investment Strategies, Project Management, Portfolio Management, Finance, Options Strategies, Futures Trading, Binary Options, Life Insurance, Hedge Funds, Financial Services, Financial Planning
Education
University of North Texas 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Dallas ISD September 2014 - Present
St. John's Episcopal School August 2010 - Present
The Freeman Company May 2012 - May 2013
Nouveau 47 Theatre July 2010 - March 2013
CDM SmithDallas May 2006 - November 2010
Fidelity Investments February 2004 - October 2004
Best Buy April 2000 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Marketing Communications, Event Management, Live Events, Entertainment
Education
University of North Texas 2001 — 2006
Bachelor of Arts (B.A.), Economics
TD Ameritrade June 2006 - Present
Fidelity Investments February 2006 - June 2006
Ryder Logistics March 2004 - February 2005
Skills
Asset Transfer Analyst, US Army Veteran, Analysis, Investments, Financial Analysis, Entrepreneurship, Process Improvement, Business Analysis
Education
University of North Texas
Political Science
Battery Creek High School
Carlisle & Gallagher Consulting Group February 2011 - February 2013
Gecko Construction April 2006 - February 2011
Mercer April 2003 - April 2006
Fidelity Investments June 1993 - April 2003
Skills
Employee Benefits, Management, Mortgage Lending, Training, Leadership, Insurance, Finance, Loan Servicing, Sales, Risk Management, Investments, Process Improvement, Financial Risk, Banking, Team Building, Marketing, Coaching, Strategic Planning, Data Analysis, Business Analysis, Analysis, Strategy, Team Management, Project Management, Consulting, Portfolio Management, Business Process...
Education
University of North Texas
Finance
Fidelity Investments July 2015 - Present
Birdnow Dealerships May 2013 - May 2015
Midland Loan Services May 2014 - August 2014
University of Northern Iowa January 2013 - May 2014
Emerald Isle Landscaping May 2012 - August 2012
Hy Vee May 2011 - August 2011
Skills
Microsoft Excel, Management, Microsoft Office, Customer Service, Research, Teamwork, Leadership, Event Planning, Microsoft Word, Social Networking, Public Speaking, Time Management, Data Analysis, Higher Education, Access, Social Media, Fundraising, PowerPoint
Education
University of Northern Iowa 2011 — 2015
Bachelor's Degree, Finance and Financial Management Services, 3.11
Fidelity Investments July 2015 - Present
Fidelity Investments April 2015 - Present
University of Northern Colorado October 2013 - August 2014
Elliott and Elliott Roofing June 2010 - August 2012
Education
University of Northern Colorado 2012 — 2014
Bachelor's Degree, Business Administration and Management
GE Capital April 2015 - Present
GE Capital February 2014 - Present
GE Capital July 2013 - January 2014
GE Capital January 2013 - July 2013
GE Capital July 2012 - January 2013
GE Capital January 2012 - July 2012
GE Capital, Equipment Finance September 2011 - January 2012
GE Capital June 2011 - August 2011
Fidelity Investments March 2008 - June 2011
Best Buy June 2006 - March 2008
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Forecasting, Finance, PowerPoint, Risk Management, Customer Service, Oracle Discoverer, Strategic Financial..., Excel, Word, Microsoft Office, Outlook, Business Objects, Essbase, Customer Relations, Hyperion, Oracle General Ledger, Visual Basic, Underwriting, Analysis, Valuation, Portfolio Management, Accounting, Banking, Credit
Education
University of North Texas 2009 — 2012
Bachelor of Business Administration, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - Present
Fidelity Investments January 2012 - July 2012
Heartland IT Consulting August 2011 - December 2011
Skills
Recruiting, Sourcing, Human Resources, Coordination, Taleo, Phone Screening, Screening Resumes, Staff Augmentation, Performance Management, Consulting, Payroll, Networking, Applicant Tracking..., Integration, Professional Services, Internet Recruiting, College Recruiting, Talent Acquisition, Contract Recruitment, Technical Recruiting, Staffing Services, Onboarding, Business Analysis
Education
University of North Texas
BS, Criminal Justice UNT
Fidelity Investments July 2015 - Present
University of North Texas August 2014 - May 2015
City of Arlington June 2009 - August 2014
Sam's Club September 2013 - February 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Communication, Problem Solving, Decision Making, Prioritize Workload
Education
University of North Texas 2012 — 2015
Finance, General, 3.28/4.00
Safety Chain Software June 2015 - Present
Resaleworld.com August 2014 - Present
Fidelity Investments June 2013 - July 2013
Thomson Reuters February 2011 - March 2012
Vertex, Inc June 2008 - February 2011
Wolters Kluwer March 2003 - May 2007
ADP 2000 - 2002
Thomson Reuters 1995 - 2000
Skills
Consultative Selling, Prospects, Fortune 1000, Technology Solutions, Lead Generation, Software Solutions, Selling, Prospect, Sales, New Business Development, Sales Process, Enterprise Software, Consensus Builder, Stakeholder Relations, Skilled Public Speaker, C-level Client Account..., Brand Development..., ROI / Value Added..., Client Insight Analyst, SMB / Enterprise Level..., Persuasive Call to..., Relationship Management, Strategic Alliances, SaaS, Business Development, Public Speaking, Management, Business Intelligence, Stakeholder Management, Salesforce.com, Leadership, Sales Operations, Outsourcing, Consensus Building, CRM, Strategy, ERP, Negotiation, Solution Selling, Analysis, Customer Retention, Strategic Partnerships
Education
University of Northern Colorado
Bachelor's degree, Marketing
University of Northern Colorado
Bachelor of Arts (B.A.), Marketing
Astro Controls March 2014 - Present
Yahoo January 2011 - December 2013
Capital One June 2010 - December 2010
First Data July 2006 - March 2010
Fidelity Investments March 1994 - July 2006
Education
University of North Texas 1982 — 1985
US Air Force Reserve April 2012 - Present
Fidelity Investments February 2012 - Present
Fidelity Investments September 2008 - February 2012
ESPN August 2010 - January 2011
Fidelity Investments August 2005 - September 2008
Allstate May 2004 - August 2005
Linda Aland Firm 2000 - 2002
Skills
Data Analysis, Database Management, Journalism, SharePoint, FrontPage, HTML, Mediation, Literature, Intercultural..., Internal Communications, Client Services, Benefits Administration, Health Insurance, Property & Casualty..., Excel, Social Networking, Project Management
Education
University of North Texas 2003 — 2005
MBA, Finance
University of North Texas 1999 — 2003
BS, Finance
JF Sachs and Associates April 2009 - Present
Fidelity Investments 2007 - 2009
J.P. Morgan 2000 - 2006
Towers Perrin 1996 - 2000
ICMA-RC 1993 - 1996
T Rowe Price 1989 - 1993
Shearson Lehman - The Boston Company 1983 - 1989
Skills
Change Management, Strategic Planning, Risk Management, Investments, Team Building, Mentoring, Mutual Funds, Integration, Employee Benefits, Analysis, Management Consulting, Cross-functional Team..., Asset Managment, Strategy, Management, Budgets, Project Management, Strategic Partnerships, Executive Management, Business Process..., Business Transformation, Customer Relations, Planning, Performance Improvement, Mergers & Acquisitions, Contract Negotiation, Competitive Analysis, Metrics, Pricing, Outsourcing, P&L, Due Diligence, Process Improvement, Governance, Financial Management, Program Management, Performance Measurement, Business Analysis, Negotiation, Strategy Development, Financial Markets, Enterprise Software, Consulting, P&L Management, Financial Services, New Business Development, Relationship Management
Education
University of Notre Dame
BBA
Jochi Daigaku - Sophia University - Tokyo, Japan
Multiple companies 2009 - Present
Aujas Information Risk Services, Cupertino, CA, USA 2011 - Present
Intalio October 2012 - December 2012
Fidelity Investments 2005 - 2007
Microsoft 2004 - 2005
Cisco Systems 2001 - 2004
Akamai Technologies 1999 - 2001
Best Buy 1996 - 1998
Skills
Product Marketing, Strategic Planning, Marketing Strategy, Analysis, Market Research
Education
University of Northern Iowa 1987 — 1989
MBA, marketing & finance
Women's Christian College, Chennai 1982 — 1985
BA, Psychology
Retirement Advisors of America December 2013 - Present
Chase Paymentech February 2010 - December 2013
Chase Paymentech January 2003 - December 2013
Chase Paymentech Solutions January 2003 - December 2013
JPMorgan Chase-Card Services 2003 - December 2013
Chase Paymentech (JPMorgan Chase) 2003 - December 2013
Fidelity Investments February 1993 - October 2002
Fidelity Investments - ECM 1998 - 2002
Skills
B2B, Sales, Sales Management, Leadership, Investments, Finance, Credit Cards, Small Business, Team Management, Relationship Management, Electronic Payments, Payment Card Processing, Series 63, Debit Cards, Payments, Salesforce.com, Account Management, Banking, Credit, Financial Services, Direct Sales, Merchant Services
Education
University of North Texas 1990 — 1992
BBA, Marketing
Fidelity Investment NoneNoneJanuary 2010 - Present
Fidelity Investments 2002 - Present
Education
University of North Texas 1993 — 1995
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2014 - December 2014
Dimensional Fund Advisors May 2008 - January 2014
Fidelity Investments 1999 - 2008
Skills
Equities, Series 7, Mutual Funds, Securities, Financial Services, Asset Management, Microsoft Excel, Investment Management, Series 63, Asset Allocation, FINRA, Series 24, Risk Management, Management
Education
University of North Texas 1993 — 1998
Bachelor of Business Administration (B.B.A.)
Fidelity Investments September 2009 - Present
gap August 2007 - January 2009
Skills
PowerPoint, Trend Analysis, Customer Service, Retail, Visual Merchandising, Branding, Fashion, Merchandising, Customer Experience, Visual Communication, Sales, Leadership, Marketing, Event Planning, Management, Customer Satisfaction
Education
University of North Texas 2005 — 2009
BS, Fashion Merchandising, Business
RealFoundations March 2008 - Present
RTrust January 2008 - March 2013
VMS Consulting January 2004 - December 2008
RealFoundations 2003 - 2007
The Cirrus Group April 2000 - September 2001
Archon Group January 1990 - March 2000
Fidelity Investments August 1987 - December 1989
Deloitte & Touche June 1981 - August 1987
Skills
Business Process..., Asset Managment, Change Management, Financial Reporting, Business Process, Auditing, Real Estate, Asset Management, Investors, Project Management, Account Management, Management, Finance, Disposition, ERP, Business Analysis, Management Consulting, Portfolio Management, Valuation, Sourcing, Sellers, Property Management, Real Estate Economics, Investment Properties, Lease Administration, JD Edwards, Business Development, Due Diligence, Vendor Management, Outsourcing, Process Improvement, IT Strategy, Financial Analysis, Property, Financial Modeling, Commercial Real Estate, Strategic Planning, Real Estate Development, Corporate Real Estate, Accounting, Leases, Business Intelligence, Program Management, Construction, Contract Negotiation, Real Estate Transactions, Executive Management
Education
University of North Texas 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accoumting
Dyck O'neal September 2014 - Present
Electronic Transaction Consultants March 2014 - September 2014
Fidelity Investments May 2013 - March 2014
Student Investment Group 2012 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Time Management, Research, Public Speaking, Leadership, Data Analysis, Team Leadership, Outlook, Investments, Real Estate, Real Estate Transactions, Accounting, Finance, Financial Analysis
Education
University of North Texas 2009 — 2013
Bachelor's degree, Accounting and Finance
Fidelity Investments May 2015 - Present
Skills
Unix, Linux System..., Shell Scripting, Agile Methodologies, Perl, Python, Ruby, Incident Management, Oracle, SDLC, SQL, XML, Requirements Analysis, Software Development, Java, DB2, Enterprise Architecture, Disaster Recovery, PL/SQL, Software Project..., Java Enterprise Edition, Business Analysis, Web Services, Integration, OBIEE, Informatica, Linux, Project Management, Testing, Solaris
Education
University of North Texas 2001 — 2010
Bachelor of Science (BS), Business Computer Information Systems
Fidelity Investments July 2007 - Present
General Parts Inc. June 2006 - July 2007
Wake Med June 2005 - June 2006
Railinc October 1999 - July 2005
Keane Inc October 1998 - November 1999
IBM September 1996 - October 1998
Skills
Testing, Business Requirements, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, SOA, Project Management, Visio, Agile Methodologies, SQL, Quality Center, Databases, DB2, Systems Analysis, Software Development, Process Improvement, Integration, Software Project...
Education
University of North Texas 1994 — 1996
M.S., Management Information Systems, Managerial Accounting
Fidelity Investments Supervisor, Development Facilities Products, Corporate Systems DevelopmentMobil Oil1985 - 1996
Education
University of North Texas 1979 — 1983
Capital One May 2015 - Present
Fidelity Investments February 2014 - March 2015
Capital One June 2010 - August 2013
ViewPoint Bank December 2008 - June 2010
Capital One 2005 - 2008
Education
University of North Texas
TVCC
Fidelity Investments December 1999 - Present
Education
University of North Texas 1988 — 1991
Human Resources Management and Services
Custom Credit Systems January 2001 - Present
Misys 2008 - 2015
Fidelity Investments April 1991 - November 2000
Skills
Java, Agile Methodologies, Software Development, XML, JavaScript, Requirements Analysis, SQL, Project Management, HTML, Oracle, AJAX, Web Applications, Consulting, Product Management, Database Design
Education
University of North Texas 1998 — 2000
Master of Science (M.S.), Information Technology
Bank of America May 2006 - April 2014
Peopleclick 2003 - 2006
Fidelity Investments 1996 - 2003
Mobil Oil Corporation January 1969 - March 1996
Skills
XML, SDLC, .NET, HTML, Regression Testing, Manual Testing, User Acceptance Testing, Microsoft SQL Server, Quality Center, Quality Assurance, Software Quality..., Test Planning, Defect Tracking, Black box testing, Requirements Analysis, Test Automation, Agile Methodologies, QTP
Education
University of North Texas
BBA
Fidelity Investments January 2009 - Present
Crane and Power October 2007 - January 2009
RadioShack January 2004 - October 2007
Oxford International July 2003 - January 2004
Skills
Databases, Process Improvement, Testing, Project Management
Education
University of North Texas 1999 — 2003
Bachelor, Computer Science
Fidelity Investments September 2011 - Present
Mary Kay Independent Beauty Consultant November 2006 - Present
Fidelity Investments September 2011 - August 2012
Saltgrass Steakhouse June 2005 - October 2009
Skills
Customer Service, Marketing, PowerPoint, Microsoft Office, Recruiting, Training, Management, Inventory Management, Leadership Development
Education
University of North Texas 2008 — 2010
B.S., Marketing
ARI February 2013 - Present
Best Buy May 2009 - Present
Fidelity Investments August 2012 - January 2013
Planet Beach Contempo Spa 2008 - 2009
Skills
Home Theater, Retail, Merchandising, Visual Merchandising, Store Management, Inventory Management, Customer Service, Retail Sales, Big Box, Store Operations, Sales, Inventory Control, Planograms, Leadership, Customer Satisfaction, Training, Account Management, Automotive, Sales Operations, Customer Retention, Team Building, Sales Management, Process Improvement, Vehicles, Fleet Management, Automobile, Sales Process, Team Leadership, Strategic Planning
Education
University of North Texas 2013 — 2014
Master of Business Administration (M.B.A.), Strategic Management
University of North Texas 2011 — 2012
BA in General Studies, Business, Communication, Sociology
ATMD Insurance February 2005 - Present
Fidelity Investments August 2001 - September 2004
Skills
Portfolio Management, 401k Rollovers, 401k, 403 b, IRAs
Education
University of North Texas
Allstate May 2013 - Present
Allstate Financial Services, LLC September 2009 - May 2013
Merrill Lynch 2007 - 2009
Fidelity Investments March 2004 - October 2007
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, IRAs, Mutual Funds, Disability Insurance, Long Term Care Insurance, Health Insurance, Risk Management, Wealth Management, Investments, Series 7, Strategic Financial...
Education
University of North Texas
Bachelor of Business Administration, Finance
University of North Texas
Bachelor of Business Administration, Real Estate
University of North Texas
Bachelor of Business Administration, Risk Management & Insurance
Fidelity Investments April 2013 - Present
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts (B.A.), Mathematics: Statistics and Actuarial Science
Nationstar Mortgage November 2012 - Present
Homeward Residential, Inc. March 2012 - November 2012
MetLife Home Loans May 2009 - March 2012
Fidelity Investments May 2008 - February 2009
Citibank October 2002 - May 2008
Education
University of North Texas 1997 — 2002
Bachelor of Business Administration (BBA), Finance
Charles Schwab September 2013 - Present
Charles Schwab April 2010 - August 2013
RetailCore LLC March 2009 - March 2010
Fidelity Investments June 2004 - February 2009
Skills
SDLC, Business Analysis, Data Analysis, Vendor Management, SQL, COBOL, Systems Analysis, SharePoint, Data Warehousing, Agile Methodologies, Software Development, Microsoft SQL Server, Requirements Analysis, Software Project..., Integration, ITIL, Visio, Requirements Gathering, Process Improvement
Education
University of North Texas 2000 — 2004
Bachelor's Degree, Business Computer Information Systems
Fidelity Investments September 2012 - Present
Fidelity Investments July 2009 - September 2012
Fidelity Investments February 2002 - December 2008
REALTIME CONSULTING January 1997 - January 2002
JCPENNEY 1993 - 1997
AT&T 1990 - 1995
AMR CORPORATION 1990 - 1993
Software Solutions 1987 - 1990
Education
University of North Texas
B.B.A, Information Systems/Accounting
Fidelity Investments December 2014 - Present
1st Global August 2012 - November 2014
Penson October 2010 - July 2012
Penson Financial Services January 2007 - October 2010
Penson Financial Services January 2006 - January 2007
Penson Financial Services January 2005 - January 2006
Penson Financial Services April 2003 - December 2005
Penson Financial Services May 1999 - April 2003
Skills
Process Improvement, Vendor Management, Financial Services, Business Analysis, Business Development, Business Intelligence, Business Process, Business Process..., Back Office, Change Management, Cross-functional Team..., Disaster Recovery, Equities, FINRA, Financial Advisory, Management, Recruiting, Strategy, Mutual Funds, Options, PMO, Software Project..., Investments, Relationship Management, Project Management, Visio, Portfolio Management, Risk Management, Outsourcing, Requirements Analysis, Project Portfolio..., Investment Strategies, Team Leadership, Trading Systems, IT Strategy, SDLC, Fixed Income, Series 7, Business Strategy, Analysis, Banking, Team Building, Operations Management, Program Management, Management Consulting, Securities, PMP
Education
University of North Texas
Bachelor of Arts (BA), Psychology
Fidelity Investments August 2003 - Present
Fidelity Investments August 2003 - September 2005
Fidelity Investments October 1997 - August 2003
Skills
MVS, z/OS, JCL, TSO, ISPF, REXX, Mainframe, IBM Mainframe, Fileaid, IBM Utilities, SDSF, SDLC, VSAM
Education
University of North Texas
BBA, Business Computer Information Systems
Prudential Retirement November 2010 - Present
Prudential Retirement January 2008 - October 2010
Fidelity Investments April 2006 - December 2007
Ameriprise Financial Services, Inc. July 2003 - March 2006
American Express February 1999 - June 2003
Education
University of Notre Dame 1982 — 1986
Bachelor of Arts, Economics - Preprofessional Studies
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - July 2015
Fidelity Investments August 2012 - April 2014
Fidelity Investments September 2011 - August 2012
Fidelity Investments October 2008 - September 2011
Skills
Accounting, Mutual Funds, Analysis, Investments, Strategic Financial..., Microsoft Excel, Account Reconciliation, Fund Accounting, Financial Analysis, Financial Services, Securities, Process Improvement, Banking, Finance, Trading, Bloomberg, Portfolio Management, Financial Accounting, Fixed Income, Fund Administration, Equities, Corporate Actions, Cash Management, General Ledger, Bloomberg Terminal, Valuation, Bonds, Alternative Investments, Financial Modeling, Investment Strategies, Financial Planning
Education
University of North Texas 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments September 2012 - Present
JPMorgan Chase September 2000 - September 2012
Bank One April 1998 - September 2000
Education
University of North Texas
Bachelor, Finance
Complete Fitness & Massage August 2011 - Present
Santander Consumer USA Inc. May 2015 - September 2015
Massage Envy September 2012 - December 2013
Lifetime Fitness August 2012 - October 2012
Harley-Davidson Financial Services March 2008 - August 2012
Harley Davidson Financial Services February 2007 - March 2008
Wachovia Dealer Services December 2005 - February 2007
Fidelity Investments March 2005 - September 2005
Ranger American of Texas 2003 - March 2005
Ranger American 1996 - 2003
Skills
Customer Service, Management, Credit, Call Center, Process Improvement, Risk Management, Credit Risk, Portfolio Management, Outlook, Microsoft Excel, Team Building, Leadership, Credit Analysis, Deep Tissue Massage, Chair Massage, Neuromuscular Therapy, Myofascial Release..., Positional Release, PNF, Cryotherapy, Personal Training, Corrective Exercise, Trigger Point Therapy, Financial Services, Sales, Administrative..., Budgets, Financial Analysis, Customer Experience, Human Resources, Therapeutic Massage, Operations Management, Team Leadership, Banking, Marketing, Training, Coaching, Microsoft Word, Customer Satisfaction, Analysis, Forecasting, Leadership Development, Relationship Management, Office Management, Recruiting, Swedish, Business Analysis, Finance, Payroll, Myofascial Release
Education
Advanced Massage Therapy 2013 — 2013
Painless Deep Tissue: 6 CEU's
National Academy of Sports Medicine 2011 — 2012
Certified Personal Trainer, Sports and Exercise
Kekino Massage Acadamy 2010 — 2011
Massage Therapy, Massage Therapy/Therapeutic Massage
University of North Texas 1988 — 1995
BBA, Business Administration, Management
R. L. Turner High School 1984 — 1988
High School Dipolma
Fidelity Investments February 2015 - Present
Fidelity Investments September 2013 - February 2015
Fidelity Investments October 2011 - September 2013
Vaquero Club October 2009 - October 2011
Victoria's Secret May 2007 - October 2009
Skills
Retirement Planning, Customer Service, Phone Manner, Email Etiquette, Resource Management, Investments, Job Aids, Windows 7, Microsoft Word, Microsoft Excel, Outlook, Window Displays, Fashion Design, Loss Prevention, Facebook, Fashion Illustration, Textiles, Sales, Store Operations, Inventory Management, Microsoft Office, Retail, Social Media, Data Entry, Time Management
Education
University of North Texas 2006 — 2010
Bachelor's degree, Fashion Merchandising
Fidelity Investments February 2013 - Present
Fidelity Investments January 2011 - February 2013
Fidelity Investments January 2010 - December 2010
TD Ameritrade April 2009 - December 2009
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, Investments, Strategic Financial..., Investment Strategies, 401k, series 66
Education
University of North Texas
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Fidelity Investments Manager, Acquisitions and Computer ResourcesMobil Oil Corporation1976 - 1996
Skills
SDLC, Business Analysis, SQL, Vendor Management, Requirements Gathering, Finance, Financial Analysis, Analysis, Software Project..., Databases, IT Audit, Infrastructure, Mainframe, Management
Education
University of North Texas 1976 — 1990
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments Product Compliance SupervisorHealthMarketsAugust 2007 - May 2009
CAMBRIDGE INTEGRATED SERVICES GROUP, INC / AON CORPORATION July 2001 - August 2007
AON/Cambridge Integrated Services Group January 2000 - July 2001
Aon June 1997 - December 1999
Education
University of North Texas
BA, Political Science
Orangefield Columbus August 2012 - Present
Fidelity Investments September 2010 - August 2012
Skills
Investments, Mutual Funds, Financial Analysis, Equities, Portfolio Management, Financial Services, Wealth Management, Securities, Risk Management, Fixed Income, Loans, Fixed Annuities, Bloomberg
Education
University of North Texas
Bachelor of Science (BS), Finance, General
Keller Williams DFW Realty, Southlake Tx October 2008 - Present
Fidelity Investments February 1987 - January 2003
Skills
Investments, Brokerage, Marketing Strategy, Market Analysis, Referrals, Sales, Direct Marketing, Investors, Real Estate, Listing Homes, Buyer Representation, First Time Home Buyers, Investment Properties, Advertising, Residential Homes, Real Estate Transactions, New Home Sales, Real Property, Single Family Homes, Home Staging, Listings, Foreclosures, Move Up Buyers, Relocation Buyers
Education
University of North Texas
Marketing, Business
University of North Texas
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Fidelity Investments February 2009 - Present
Morgan Stanley 2007 - November 2008
Morgan Stanley 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 2003 - 2005
Morgan Stanley 1998 - 2003
Morgan Stanley (formerly Dean Witter Reynolds, Inc.) 1990 - 1998
Education
University of Notre Dame 1986 — 1990
BBA, Finance
New York University, Stern School of Business
MBA
Student - Ivy Tech August 2011 - Present
Student -- Ivy Tech Community College August 2011 - October 2011
Fidelity Investments March 2011 - April 2011
Skills
Computer Literate, HTML, Filing, Internet, Internet Research, Online Research, Online Communication, Online Communities, Critical Thinking, Multitasker, Team Oriented, Nature, Digital Photography, Digital Imaging, Software Installation, Soft Skills, Speed Reading
Education
Ross Institute of Medical and Dental Technology 2009 — 2010
Diploma, Medical Assisting
University of Northwestern Ohio 1988 — 1989
Executive Assistant/Executive Secretary
Fidelity Investments July 2012 - Present
Fidelity Investments October 2007 - 2012
JPMorgan Chase 2004 - 2007
Education
University of North Texas
Bachelor of Business Administration (BBA), Accounting and Finance
Salter College May 2014 - Present
Bancroft School 2011 - 2014
Tahanto Regional High School 2011 - 2014
University of Northern Colorado 2006 - 2010
University of Northern Colorado 2006 - 2010
Fidelity Investments June 2007 - August 2007
University of Maine at Farmington 2003 - 2006
University of Maine at Farmington June 2004 - August 2004
Education
University of Northern Colorado 2006 — 2010
MS, Chemistry
University of Maine at Farmington 2002 — 2006
BS, Environmental Science: Chemistry/Physics Track
Tahanto Regional High School
MD Anderson Cancer Center March 2009 - Present
Houston Food Bank August 2007 - November 2008
Rice University August 2006 - August 2007
Special Olympics Southern California February 2004 - August 2006
Netzel Associates June 2002 - February 2004
UCLA UniCamp January 1998 - June 2002
HUGH O'BRIAN YOUTH FOUNDATION October 1994 - January 1998
Fidelity Investments January 1993 - March 1994
HEALTHCARE COMPARE CORP 1994 - 1994
NATIONAL MEDICAL CARE July 1991 - September 1992
Skills
Fundraising, Special Events, Annual Giving, Board Development
Education
University of Northern Iowa 2011 — 2013
Master of Arts, Nonprofit Management & Philanthropy
Villanova University
Bachelor of Arts, Philosophy and Sociology
Sally Beauty October 2014 - Present
Sally Beauty Company October 2012 - Present
Sally Beauty Company October 2011 - October 2012
Sally Beauty Company February 2010 - October 2011
Sally Beauty Company February 2008 - February 2010
Fidelity Investments August 2007 - March 2008
Skills
SOX, CISA, Internal Audit, Testing, Compliance, Security, IT Audit, Windows, IT Governance, Microsoft Office, Excel, Change Management, IBM iSeries, Sarbanes-Oxley Act, Microsoft Excel, Governance, Information Security, SQL, SDLC, Sarbanes-Oxley, PCI DSS, Software Documentation, Active Directory, Visio, SharePoint, Security Audits, Auditing, Networking, Identity Management, Disaster Recovery, Process Improvement, Internal Controls, Risk Assessment, Access, Information Technology, Windows Server, Application Security, Analysis, Linux, Nessus
Education
University of North Texas 2000 — 2006
Economics
Fidelity Investments September 2012 - Present
Crocker & Reynolds Construction July 2011 - May 2012
University of North Texas August 2006 - June 2011
Skills
Microsoft Office, Customer Service, Project Management, Project Planning, Microsoft Excel, PowerPoint, Sales, MS Project, Public Speaking, Event Management, Microsoft Word, Budgets, Leadership, Project Coordination, Data Analysis
Education
University of North Texas 2006 — 2011
BBA Business Administration, Finance and Real Estate
University of North Texas June 2011 - Present
University of North Texas August 2010 - June 2011
Fidelity Investments February 2007 - May 2010
Lucent Technologies August 1985 - October 1996
Education
University of North Texas
ESL/Linguistics
Univeristy of North Carolina at Charlotte
BS, Computer Science
Fidelity Investments 2011 - Present
University of North Texas August 2007 - May 2011
Skills
Research, Public Speaking, Higher Education, Teaching, Tutoring, Qualitative Research, Statistics, Data Analysis, Editing, Teachers, Literature, PowerPoint, Copy Editing, Microsoft Office
Education
University of North Texas
M.A., History
University of North Texas
Bachelor of Arts, History
New York Life Insurance Company August 2012 - Present
Liberty Tax Service January 2012 - April 2012
Fidelity Investments April 2007 - August 2007
Skills
Microsoft Excel, Tax Preparation, Customer Service, Microsoft Office, Front Office Support
Education
University of Northern Colorado 2006 — 2011
Bachelor of Science (B.S.), Accounting
Hochschule Furtwangen University
International Business Management
Fidelity Investments 2008 - 2013
Education
University of North Texas 2008 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Fidelity Investments April 2012 - Present
Nationstar Mortgage December 2009 - April 2012
Skills
Microsoft Office
Education
University of North Texas 2006 — 2009
Psychology
Denbury Resources October 2012 - Present
Fidelity Investments June 2011 - October 2012
Skills
Accounting, Finance, General Ledger, Ethics, Variance Analysis, Account Reconciliation, GAAP, Energy Industry, Mutual Funds, Fund Accounting, Cash Flow Forecasting, Revenue Analysis
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Fidelity Investments September 2012 - Present
Northwestern Mutual July 2009 - July 2010
Skills
Trading, Sales, Advertising
Education
University of North Texas 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments 2012 - Present
Education
University of North Texas 2012 — 2014
BBA Finance, Finance, Magna Cum Laude