Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Lamar Brittany Allan Lamar Brittany Allan Dallas, Texas Details
Lamar Brittany Allan's Fidelity Investments Experience June 2013 - May 2014
Job Mortgage Underwriter at Genworth
Industry Logistics and Supply Chain
Experience
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

Nicholas Tierney Nicholas Tierney Dallas/Fort Worth Area Details
Nicholas Tierney's Fidelity Investments Experience April 2014 - Present
Job Network Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Marc Dupraw Marc Dupraw Dallas/Fort Worth Area Details
Marc Dupraw's Fidelity Investments Experience March 1984 - October 1988
Job AVP, Supervision Principal II, Merrill Lynch
Industry Financial Services
Experience
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

Adam LaKose Adam LaKose Salt Lake City, Utah Details
Adam LaKose's Fidelity Investments Experience December 2012 - October 2014
Job Associate at Goldman Sachs
Industry Financial Services
Experience
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

Shelby Parcel Shelby Parcel Roanoke, Texas Details
Shelby Parcel's Fidelity Investments Experience July 2011 - Present
Job Reconciliation Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Lyndsey Guajardo, MBA Lyndsey Guajardo, MBA Fort Worth, Texas Details
Lyndsey Guajardo, MBA's Fidelity Investments Experience August 2001 - February 2002
Job HR Consultant at McDonald's Corporation
Industry Restaurants
Experience
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

Jeffrey Schmaltz Jeffrey Schmaltz Dallas/Fort Worth Area Details
Jeffrey Schmaltz's Fidelity Investments Experience August 1995 - June 1996
Job Sales Director Arbor Point Advisors, Focused on Helping Hybrid Advisors Transition to the Independent RIA Model
Industry Financial Services
Experience
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

Stefanie Santiago Stefanie Santiago Grapevine, Texas Details
Stefanie Santiago's Fidelity Investments Experience August 2013 - Present
Job Institutional Operations Representative at Fidelity Investments
Industry Financial Services
Experience
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

Lindsey Gamill Lindsey Gamill Dallas/Fort Worth Area Details
Lindsey Gamill's Fidelity Investments Experience May 2014 - Present
Job Assigned Relationship Manager for Portfolio Advisory Services
Industry Financial Services
Experience
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

Lynell McLaughlin Lynell McLaughlin Dallas/Fort Worth Area Details
Lynell McLaughlin's Fidelity Investments Experience November 2007 - Present
Job Electronic Channel Support at Fidelity Investments
Industry Financial Services
Experience
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

Troy L Smith Troy L Smith Salado, Texas Details
Troy L Smith's Fidelity Investments Experience 2006 - 2008
Job Independent Business Owner
Industry Financial Services
Experience
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

Nick Gaumer Nick Gaumer Dallas/Fort Worth Area Details
Nick Gaumer's Fidelity Investments Experience August 2012 - May 2013
Job Trading and Compliance Associate, SFMG Wealth Advisors
Industry Investment Management
Experience
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

Kevin Vensel Kevin Vensel Dallas/Fort Worth Area Details
Kevin Vensel's Fidelity Investments Experience July 2013 - Present
Job Software Engineer Developer
Industry Information Technology and Services
Experience
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

Stacy Zimmerman Stacy Zimmerman Flower Mound, Texas Details
Stacy Zimmerman's Fidelity Investments Experience July 2002 - September 2002
Job Freelance Writer
Industry Writing and Editing
Experience
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

Kristi Rundus Kristi Rundus Fort Worth, Texas Details
Kristi Rundus's Fidelity Investments Experience February 2014 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
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

Tim Thomas, PMP Tim Thomas, PMP Dallas/Fort Worth Area Details
Tim Thomas, PMP's Fidelity Investments Experience April 2014 - Present
Job Finance Services
Industry Financial Services
Experience
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

Saj Babu Saj Babu Dallas/Fort Worth Area Details
Saj Babu's Fidelity Investments Experience September 2008 - April 2012
Job V.P. of Acquisitions
Industry Investment Management
Experience
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

Devin Heitman Devin Heitman Denver, Colorado Details
Devin Heitman's Fidelity Investments Experience January 2014 - October 2014
Job Registered Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
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

Lance Walsh Lance Walsh Dallas/Fort Worth Area Details
Lance Walsh's Fidelity Investments Experience 2007 - January 2008
Job Sr. System Engineer II at BNSF Railway
Industry Telecommunications
Experience
BNSF Railway  April 2013 - Present
BNSF Railway  January 2008 - Present
Fidelity Investments   2007 - January 2008

Education
University of North Texas   2003 — 2007

Matthew Geltz Matthew Geltz Haslet, Texas Details
Matthew Geltz's Fidelity Investments Experience Senior Financial RepresentativePrincipal Financial Group2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Mary Lou Pridgeon Mary Lou Pridgeon Dallas/Fort Worth Area Details
Mary Lou Pridgeon's Fidelity Investments Experience July 2015 - Present
Job Brokerage Operations Representative
Industry Financial Services
Experience
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

Korea Crenshaw Korea Crenshaw Dallas/Fort Worth Area Details
Korea Crenshaw's Fidelity Investments Experience August 2011 - December 2013
Job Sr. Business Procedures Consultant at MetLife
Industry Insurance
Experience
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

Richard McRae Richard McRae Dallas/Fort Worth Area Details
Richard McRae's Fidelity Investments Experience December 2005 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
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

Shay Eastland Shay Eastland Dallas/Fort Worth Area Details
Shay Eastland's Fidelity Investments Experience January 2007 - April 2010
Job Real Estate Agent ABR, SFR at Ebby Halliday Realtors
Industry Real Estate
Experience
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

Mallory Keith Mallory Keith Dallas/Fort Worth Area Details
Mallory Keith's Fidelity Investments Experience April 2014 - September 2015
Job Talent Acquisition Specialist
Industry Human Resources
Experience
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

Steven Mock Steven Mock Dallas/Fort Worth Area Details
Steven Mock's Fidelity Investments Experience March 2015 - Present
Job Associate Operating Systems Programmer at Fidelity Investments
Industry Information Technology and Services
Experience
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

Rose Lowry Rose Lowry Dallas/Fort Worth Area Details
Rose Lowry's Fidelity Investments Experience 2002 - Present
Job Senior Database Administrator at Fidelity Investments
Industry Information Technology and Services
Experience
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

Eric Ohlson Eric Ohlson Greater Denver Area Details
Eric Ohlson's Fidelity Investments Experience 1995 - 1997
Job Senior Information Technology Executive
Industry Information Technology and Services
Experience
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

Lisa Finch Lisa Finch Dallas/Fort Worth Area Details
Lisa Finch's Fidelity Investments Experience January 2012 - Present
Job Senior Financial Analyst at Fidelity Investments
Industry Accounting
Experience
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

Austin DeBrito Austin DeBrito Greater Denver Area Details
Austin DeBrito's Fidelity Investments Experience May 2015 - Present
Job
Industry Financial Services
Experience
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

Trevor Marsteller Trevor Marsteller Greater Pittsburgh Area Details
Trevor Marsteller's Fidelity Investments Experience January 2010 - November 2010
Job VP, Relationship Manager at GE Capital
Industry Financial Services
Experience
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

Brian Kempf Brian Kempf Findlay, Ohio Details
Brian Kempf's Fidelity Investments Experience March 2008 - March 2011
Job OC Analyst at Marathon Petroleum Company
Industry Oil & Energy
Experience
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

Wajid Rizvi Wajid Rizvi Dallas/Fort Worth Area Details
Wajid Rizvi's Fidelity Investments Experience September 2008 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
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

Margaret Malaspina Margaret Malaspina Greater Boston Area Details
Margaret Malaspina's Fidelity Investments Experience 1982 - 1991
Job Principal at Malaspina Communications LLC
Industry Financial Services
Experience
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

Portia Starkes Portia Starkes Dallas/Fort Worth Area Details
Portia Starkes's Fidelity Investments Experience September 2011 - February 2012
Job Insurance Adjuster, Healthcare Professional
Industry Insurance
Experience
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

Mark Mulflur Mark Mulflur Hingham, Massachusetts Details
Mark Mulflur's Fidelity Investments Experience 1995 - 2000
Job Investment Management Professional
Industry Investment Management
Experience
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

Matthew Greer, CFP® Matthew Greer, CFP® Greater Atlanta Area Details
Matthew Greer, CFP®'s Fidelity Investments Experience May 2010 - June 2013
Job Wealth Manager at USAA
Industry Financial Services
Experience
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

Melissa Grant Melissa Grant Dallas/Fort Worth Area Details
Melissa Grant's Fidelity Investments Experience September 2010 - May 2011
Job Talent Acquisition Programs Analyst at Alcon, a Novartis company
Industry Human Resources
Experience
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

Sean Rosprim Sean Rosprim Denton, Texas Details
Sean Rosprim's Fidelity Investments Experience December 2014 - August 2015
Job AML Analyst at Carlisle & Gallagher Consulting Group, Inc.
Industry Financial Services
Experience
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

William Hubble, CFP® William Hubble, CFP® Dallas/Fort Worth Area Details
William Hubble, CFP®'s Fidelity Investments Experience September 1996 - January 2015
Job President at Sequoia Private Wealth Management, LLC
Industry Financial Services
Experience
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

Samira Alyatim Samira Alyatim Dallas/Fort Worth Area Details
Samira Alyatim's Fidelity Investments Experience January 2012 - Present
Job Recruiter at Fidelity Investments
Industry Financial Services
Experience
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

Kristen Knight Kristen Knight Dallas/Fort Worth Area Details
Kristen Knight's Fidelity Investments Experience 1991 - 1993
Job OwnerShenanigans Weddings & Events
Industry Hospitality
Experience
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

Mitch Malaby Jr Mitch Malaby Jr Dallas/Fort Worth Area Details
Mitch Malaby Jr's Fidelity Investments Experience 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
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

Michael DeBoer Michael DeBoer Tampa/St. Petersburg, Florida Area Details
Michael DeBoer's Fidelity Investments Experience February 1998 - October 2001
Job President/Owner at Preferred Financial Solutions, LLC
Industry Financial Services
Experience
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

Kristin Parr Kristin Parr Dallas/Fort Worth Area Details
Kristin Parr's Fidelity Investments Experience February 2004 - October 2004
Job GIS Analyst at Dallas ISD
Industry Events Services
Experience
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

Lionel Sneed Lionel Sneed Keller, Texas Details
Lionel Sneed's Fidelity Investments Experience February 2006 - June 2006
Job Institutional Account Services (Elite) Analyst at TD Ameritrade
Industry Financial Services
Experience
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

Matt MacKenna Matt MacKenna Dallas/Fort Worth Area Details
Matt MacKenna's Fidelity Investments Experience June 1993 - April 2003
Job Senior Consultant Mortgage Banking
Industry Banking
Experience
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

Ian Freemire Ian Freemire Greater Denver Area Details
Ian Freemire's Fidelity Investments Experience July 2015 - Present
Job Financial Representative Series 7 & 63 at Fidelity Investments
Industry Financial Services
Experience
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

Corey Elliott Corey Elliott Greater Denver Area Details
Corey Elliott's Fidelity Investments Experience July 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
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

Louis Ragusa Louis Ragusa Chicago, Illinois Details
Louis Ragusa's Fidelity Investments Experience March 2008 - June 2011
Job Associate at GE Capital
Industry Financial Services
Experience
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

Nicole (Nicole Grant) Hines Nicole (Nicole Grant) Hines Dallas/Fort Worth Area Details
Nicole (Nicole Grant) Hines's Fidelity Investments Experience January 2015 - Present
Job College Recruiter at Fidelity Investments
Industry Human Resources
Experience
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

Matthew Trowbridge Matthew Trowbridge Arlington, Texas Details
Matthew Trowbridge's Fidelity Investments Experience July 2015 - Present
Job Fund Accounting Analyst Intern at Fidelity Investments
Industry Financial Services
Experience
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

Mark Brier Mark Brier Greater Denver Area Details
Mark Brier's Fidelity Investments Experience June 2013 - July 2013
Job Regional Sales Manager at Safety Chain Software
Industry Information Services
Experience
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

Randy Roumillat Randy Roumillat Dallas/Fort Worth Area Details
Randy Roumillat's Fidelity Investments Experience March 1994 - July 2006
Job President at Astro Controls
Industry Information Technology and Services
Experience
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

Michael Wolman Michael Wolman Roanoke, Texas Details
Michael Wolman's Fidelity Investments Experience February 2012 - Present
Job Solution Architect Project Lead
Industry Financial Services
Experience
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

Jim Sachs Jim Sachs Greater Boston Area Details
Jim Sachs's Fidelity Investments Experience 2007 - 2009
Job Managing Principal and CEO SeniorLevel Independent Consulting Practice COO/Managing Director Financial Services
Industry Financial Services
Experience
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

Bhuvana Guruswamy Bhuvana Guruswamy San Francisco Bay Area Details
Bhuvana Guruswamy's Fidelity Investments Experience 2005 - 2007
Job Marketing
Industry Marketing and Advertising
Experience
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

Richard Kiedinger Richard Kiedinger Dallas/Fort Worth Area Details
Richard Kiedinger's Fidelity Investments Experience February 1993 - October 2002
Job Financial Consultant at Retirement Advisors of America Working with United Airlines and American Airlines Pilots.
Industry Financial Services
Experience
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

Samir Christian Samir Christian Greater Boston Area Details
Samir Christian's Fidelity Investments Experience 2002 - Present
Job None at None
Industry Computer Software
Experience
Fidelity Investment  NoneNoneJanuary 2010 - Present
Fidelity Investments   2002 - Present

Education
University of North Texas   1993 — 1995

Scott Kaup Scott Kaup Austin, Texas Area Details
Scott Kaup's Fidelity Investments Experience 1999 - 2008
Job Vice President, Investment Operations
Industry Financial Services
Experience
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.)

Leah Mwakitwile Leah Mwakitwile Dallas/Fort Worth Area Details
Leah Mwakitwile's Fidelity Investments Experience September 2009 - Present
Job Merchandising
Industry Financial Services
Experience
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

Van Littrell Van Littrell Dallas, Texas Details
Van Littrell's Fidelity Investments Experience August 1987 - December 1989
Job Director at RealFoundations
Industry Real Estate
Experience
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

Matt Sowell Matt Sowell Dallas/Fort Worth Area Details
Matt Sowell's Fidelity Investments Experience May 2013 - March 2014
Job Analyst
Industry Financial Services
Experience
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

Richard Gottleber Richard Gottleber Dallas/Fort Worth Area Details
Richard Gottleber's Fidelity Investments Experience May 2015 - Present
Job Software Engineer In Test at Fidelity Investments
Industry Information Technology and Services
Experience
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

Linda Vicini Linda Vicini Raleigh-Durham, North Carolina Area Details
Linda Vicini's Fidelity Investments Experience July 2007 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Russell Perrin Russell Perrin Dallas/Fort Worth Area Details
Russell Perrin's Fidelity Investments Experience Supervisor, Development Facilities Products, Corporate Systems DevelopmentMobil Oil1985 - 1996
Job VP, Change & Problem Process Oversight at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Supervisor, Development Facilities Products, Corporate Systems DevelopmentMobil Oil1985 - 1996

Education
University of North Texas   1979 — 1983

Misti Borgeson Misti Borgeson Dallas/Fort Worth Area Details
Misti Borgeson's Fidelity Investments Experience February 2014 - March 2015
Job Financial Advisor III at Capital One
Industry Financial Services
Experience
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

Tami Rosas Tami Rosas Dallas/Fort Worth Area Details
Tami Rosas's Fidelity Investments Experience December 1999 - Present
Job Vice President of Staffing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 1999 - Present

Education
University of North Texas   1988 — 1991
Human Resources Management and Services

Rob Meacham Rob Meacham Dallas/Fort Worth Area Details
Rob Meacham's Fidelity Investments Experience April 1991 - November 2000
Job Manager at Custom Credit Systems
Industry Computer Software
Experience
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

Mary Ann Duncan Mary Ann Duncan Dallas/Fort Worth Area Details
Mary Ann Duncan's Fidelity Investments Experience 1996 - 2003
Job Experienced Information Technology Professional
Industry Financial Services
Experience
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

Stephanie Church-Brown Stephanie Church-Brown Dallas/Fort Worth Area Details
Stephanie Church-Brown's Fidelity Investments Experience January 2009 - Present
Job Systems Services and Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Kray Rhodes Kray Rhodes Dallas/Fort Worth Area Details
Kray Rhodes's Fidelity Investments Experience September 2011 - Present
Job Finance & Cosmetics
Industry Investment Management
Experience
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

Marissa Mahon Marissa Mahon Dallas/Fort Worth Area Details
Marissa Mahon's Fidelity Investments Experience August 2012 - January 2013
Job Account Executive at ARI
Industry Automotive
Experience
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

Reagan Underwood Reagan Underwood Wichita Falls, Texas Area Details
Reagan Underwood's Fidelity Investments Experience August 2001 - September 2004
Job Financial Advisor at Higginbotham & Associates
Industry Financial Services
Experience
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

Ruben Bear Ruben Bear Dallas/Fort Worth Area Details
Ruben Bear's Fidelity Investments Experience March 2004 - October 2007
Job Agency Owner at Allstate
Industry Financial Services
Experience
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

Heather Rabara Heather Rabara Orange County, California Area Details
Heather Rabara's Fidelity Investments Experience April 2013 - Present
Job Vice President, Managing Director Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present

Education
University of Northern Iowa   1997 — 2001
Bachelor of Arts (B.A.), Mathematics: Statistics and Actuarial Science

Shane Neal Shane Neal Dallas/Fort Worth Area Details
Shane Neal's Fidelity Investments Experience May 2008 - February 2009
Job Assistant Vice President at Nationstar Mortgage
Industry Financial Services
Experience
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

Russell Syed Russell Syed Greater Denver Area Details
Russell Syed's Fidelity Investments Experience June 2004 - February 2009
Job Sr. Scrum Master, CSP & CSM
Industry Information Technology and Services
Experience
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

Renee Warrior Renee Warrior Dallas/Fort Worth Area Details
Renee Warrior's Fidelity Investments Experience September 2012 - Present
Job IT Project Manager at Fidelity Investments
Industry Computer Software
Experience
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

RODNEY POLDRACK RODNEY POLDRACK Dallas/Fort Worth Area Details
RODNEY POLDRACK's Fidelity Investments Experience December 2014 - Present
Job Director of Relationship Management at Fidelity Investments
Industry Financial Services
Experience
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

Rhondal Lloyd Rhondal Lloyd Dallas/Fort Worth Area Details
Rhondal Lloyd's Fidelity Investments Experience August 2003 - Present
Job z/OS Systems Programmer at Fidelity Investments
Industry Information Technology and Services
Experience
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

Bob Belanger Bob Belanger Orange County, California Area Details
Bob Belanger's Fidelity Investments Experience April 2006 - December 2007
Job Vice President, Key Account Management at Prudential Retirement
Industry Financial Services
Experience
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

Stan Omenihu Stan Omenihu Dallas/Fort Worth Area Details
Stan Omenihu's Fidelity Investments Experience July 2015 - Present
Job Financial Analyst III at Fidelity Investments
Industry Financial Services
Experience
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

Sean Ngo Sean Ngo Dallas/Fort Worth Area Details
Sean Ngo's Fidelity Investments Experience September 2012 - Present
Job Fund Accounting Manager at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments   September 2012 - Present
JPMorgan Chase  September 2000 - September 2012
Bank One  April 1998 - September 2000

Education
University of North Texas
Bachelor, Finance

Wally Sagui Wally Sagui Denton, Texas Details
Wally Sagui's Fidelity Investments Experience March 2005 - September 2005
Job Certified Personal Trainer / Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
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

Melissa McLeod Melissa McLeod Dallas/Fort Worth Area Details
Melissa McLeod's Fidelity Investments Experience February 2015 - Present
Job Business Analyst
Industry Investment Management
Experience
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

Paul Burris Paul Burris Roanoke, Texas Details
Paul Burris's Fidelity Investments Experience February 2013 - Present
Job Senior Regional Retirement Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2013 - Present
Fidelity Investments   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

Steve Beggs Steve Beggs Dallas/Fort Worth Area Details
Steve Beggs's Fidelity Investments Experience Manager, Acquisitions and Computer ResourcesMobil Oil Corporation1976 - 1996
Job Director IT Audit at Fidelity Investments
Industry Financial Services
Experience
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

Kimberly O'Daniel Kimberly O'Daniel Dallas/Fort Worth Area Details
Kimberly O'Daniel's Fidelity Investments Experience Product Compliance SupervisorHealthMarketsAugust 2007 - May 2009
Job Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
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

Muddasir Sultan Muddasir Sultan Dallas/Fort Worth Area Details
Muddasir Sultan's Fidelity Investments Experience September 2010 - August 2012
Job Hedge Fund Accountant/ Consultant at Orangefield Columbus
Industry Financial Services
Experience
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

Nanette Love Nanette Love Dallas/Fort Worth Area Details
Nanette Love's Fidelity Investments Experience February 1987 - January 2003
Job Realtor at Keller Williams DFW Realty, Southlake Tx
Industry Real Estate
Experience
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

Michael Durbin Michael Durbin Greater Boston Area Details
Michael Durbin's Fidelity Investments Experience February 2009 - Present
Job Institutional Wealth Services at Fidelity Investments
Industry Financial Services
Experience
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

Elaine Laswell Elaine Laswell Osgood, Indiana Details
Elaine Laswell's Fidelity Investments Experience March 2011 - April 2011
Job Studying for my BS degree in Business Admin.
Industry Marketing and Advertising
Experience
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

Rick Synrod Rick Synrod Dallas/Fort Worth Area Details
Rick Synrod's Fidelity Investments Experience July 2012 - Present
Job Director Pyramis Global Advisors; Fidelity Investments
Industry Financial Services
Experience
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

Erica Costello Erica Costello Greater Boston Area Details
Erica Costello's Fidelity Investments Experience June 2007 - August 2007
Job Chemicals Professional
Industry Chemicals
Experience
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

Michael Delzotti, CFRE, CSPG Michael Delzotti, CFRE, CSPG Houston, Texas Details
Michael Delzotti, CFRE, CSPG's Fidelity Investments Experience January 1993 - March 1994
Job Senior Director of Philanthropic Resources at UT MD Anderson Cancer Center
Industry Fund-Raising
Experience
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

Robert Renken Robert Renken Dallas/Fort Worth Area Details
Robert Renken's Fidelity Investments Experience August 2007 - March 2008
Job IT Audit Manager at Sally Beauty
Industry Retail
Experience
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

Michael Aguilera Michael Aguilera Dallas/Fort Worth Area Details
Michael Aguilera's Fidelity Investments Experience September 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Nicole Dao Nicole Dao Dallas/Fort Worth Area Details
Nicole Dao's Fidelity Investments Experience February 2007 - May 2010
Job Programmer Analyst at University of North Texas
Industry Higher Education
Experience
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

Melissa Hendrick Melissa Hendrick Dallas/Fort Worth Area Details
Melissa Hendrick's Fidelity Investments Experience 2011 - Present
Job Customer Resolution Manager at Fidelity Investments
Industry Financial Services
Experience
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

Melanie McClendon Melanie McClendon Arlington, Texas Details
Melanie McClendon's Fidelity Investments Experience October 2007 - December 2009
Job Payroll Specialist at Insperity
Industry Human Resources
Experience
Insperity  September 2010 - Present
Fidelity Investments   October 2007 - December 2009
Paychex  July 2004 - October 2007

Education
University of North Texas

Andrea Thormod Andrea Thormod Fort Collins, Colorado Details
Andrea Thormod's Fidelity Investments Experience April 2007 - August 2007
Job Office Administrator at New York Life Insurance Company
Industry Financial Services
Experience
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

Kyle Noda Kyle Noda Euless, Texas Details
Kyle Noda's Fidelity Investments Experience 2008 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   2008 - 2013

Education
University of North Texas   2008 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Sonia Pasillas Sonia Pasillas Dallas/Fort Worth Area Details
Sonia Pasillas's Fidelity Investments Experience April 2012 - Present
Job Investment Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2012 - Present
Nationstar Mortgage  December 2009 - April 2012

Skills
Microsoft Office

Education
University of North Texas   2006 — 2009
Psychology

Robert Wilbanks Robert Wilbanks Frisco, Texas Details
Robert Wilbanks's Fidelity Investments Experience June 2011 - October 2012
Job Revenue Accountant at Denbury Resources
Industry Oil & Energy
Experience
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

michael landrum michael landrum Irving, Texas Details
michael landrum's Fidelity Investments Experience September 2012 - Present
Job Stock Broker at Fidelity Investments
Industry Financial Services
Experience
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

Marco Del Toro Marco Del Toro Dallas/Fort Worth Area Details
Marco Del Toro's Fidelity Investments Experience 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2012 - Present

Education
University of North Texas   2012 — 2014
BBA Finance, Finance, Magna Cum Laude

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