Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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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
Raymond Lane Raymond Lane's Fidelity Investments Experience July 2015 - Present
Job Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Coal Vine's, LTD- December 2009 - July 2015
Crown Energy Company June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Networking, Time Management
Education
University of Oklahoma 2009 — 2014
Bachelor of Business Administration (B.B.A.), Energy Management; Minor in Finance
Flower Mound High School
Fidelity Investments July 2015 - Present
Coal Vine's, LTD- December 2009 - July 2015
Crown Energy Company June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Networking, Time Management
Education
University of Oklahoma 2009 — 2014
Bachelor of Business Administration (B.B.A.), Energy Management; Minor in Finance
Flower Mound High School
Kevin Parkhill Kevin Parkhill's Fidelity Investments Experience February 2001 - Present
Job
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
American Express January 2000 - January 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of Oklahoma 2011 — 2013
Bachelor's degree, Leadership Administration
Fidelity Investments February 2001 - Present
American Express January 2000 - January 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of Oklahoma 2011 — 2013
Bachelor's degree, Leadership Administration
Brendan White's Fidelity Investments Experience April 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments May 2014 - April 2015
Fidelity Investments March 2013 - May 2014
Simsbury Associates August 2012 - February 2013
Sony Pictures Entertainment February 2011 - May 2012
Pantheon Entertainment November 2010 - February 2011
Skills
Team Leadership, Investments, Finance, Program Management, Series 7, Series 9, Series 10, Series 63
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration, Finance
Fidelity Investments April 2015 - Present
Fidelity Investments May 2014 - April 2015
Fidelity Investments March 2013 - May 2014
Simsbury Associates August 2012 - February 2013
Sony Pictures Entertainment February 2011 - May 2012
Pantheon Entertainment November 2010 - February 2011
Skills
Team Leadership, Investments, Finance, Program Management, Series 7, Series 9, Series 10, Series 63
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration, Finance
Catherine McGinty's Fidelity Investments Experience September 2013 - Present
Job Financial Representative at Fidelity Investments
Industry International Affairs
Experience
Fidelity Investments September 2013 - Present
El Ministerio de Educación de España October 2012 - May 2013
Academia de Idiomas Big Ben November 2011 - June 2012
Ntra. Sra. de la Consolación October 2011 - June 2012
Crimson Park Apartments January 2011 - May 2011
University of Oklahoma August 2007 - May 2011
Tom Thumb May 2006 - December 2009
Skills
Microsoft Office, Time Management, Microsoft Word, Positive Personality, Easily Adaptable, Spanish, Management
Education
La Universidad Internacional Menéndez Pelayo 2010 — 2011
University of Oklahoma - Price College of Business 2007 — 2011
BA, International Business and Economics
Fidelity Investments September 2013 - Present
El Ministerio de Educación de España October 2012 - May 2013
Academia de Idiomas Big Ben November 2011 - June 2012
Ntra. Sra. de la Consolación October 2011 - June 2012
Crimson Park Apartments January 2011 - May 2011
University of Oklahoma August 2007 - May 2011
Tom Thumb May 2006 - December 2009
Skills
Microsoft Office, Time Management, Microsoft Word, Positive Personality, Easily Adaptable, Spanish, Management
Education
La Universidad Internacional Menéndez Pelayo 2010 — 2011
University of Oklahoma - Price College of Business 2007 — 2011
BA, International Business and Economics
Catherine Mlinac Catherine Mlinac's Fidelity Investments Experience November 2014 - Present
Job Electronic Response Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments June 2014 - November 2014
Sprouts Farmers Market February 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Public Speaking, Time Management, Problem Solving, Mac OS X Server
Education
University of Oklahoma 2010 — 2014
Bachelor of Arts, Human Relations
Fidelity Investments November 2014 - Present
Fidelity Investments June 2014 - November 2014
Sprouts Farmers Market February 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Public Speaking, Time Management, Problem Solving, Mac OS X Server
Education
University of Oklahoma 2010 — 2014
Bachelor of Arts, Human Relations
Bill McKiernan's Fidelity Investments Experience January 2006 - September 2013
Job Merrill Edge Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge May 2015 - Present
Citizens Bank December 2013 - Present
Fidelity Investments January 2006 - September 2013
Morgan Stanley 2001 - 2005
Skills
Financial Services, Portfolio Management, Series 7, Series 63, Mutual Funds
Education
University of Notre Dame 1991 — 1996
BS, Mathematics
Merrill Edge May 2015 - Present
Citizens Bank December 2013 - Present
Fidelity Investments January 2006 - September 2013
Morgan Stanley 2001 - 2005
Skills
Financial Services, Portfolio Management, Series 7, Series 63, Mutual Funds
Education
University of Notre Dame 1991 — 1996
BS, Mathematics
Guy Patton Guy Patton's Fidelity Investments Experience 1985 - 2007
Job President at University of Oklahoma Foundation
Industry Nonprofit Organization Management
Experience
University of Oklahoma Foundation 2007 - Present
Fidelity Investments 1985 - 2007
Skills
Nonprofits, Fundraising, Business Strategy, Higher Education, Community Outreach, Teaching, Investments, Volunteer Management, Strategy, Strategic Planning, Program Management, Public Speaking, Leadership, Management, Leadership Development, Social Networking
Education
University of Oklahoma 1978 — 1985
BA and MA, Economics
University of Oklahoma Foundation 2007 - Present
Fidelity Investments 1985 - 2007
Skills
Nonprofits, Fundraising, Business Strategy, Higher Education, Community Outreach, Teaching, Investments, Volunteer Management, Strategy, Strategic Planning, Program Management, Public Speaking, Leadership, Management, Leadership Development, Social Networking
Education
University of Oklahoma 1978 — 1985
BA and MA, Economics
Grant Schroeder Grant Schroeder's Fidelity Investments Experience July 2014 - Present
Job Investment Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
The University of Oklahoma August 2010 - Present
Edward Jones May 2013 - August 2013
The University of Oklahoma Outreach Center January 2013 - April 2013
Skills
Series 7, Series 63, Series 66, Financial Analysis, Finance, Research, Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Economics, Public Speaking, Access, Leadership, Customer Service
Education
University of Oklahoma - Price College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
The Woodlands Highschool 2006 — 2010
Fidelity Investments July 2014 - Present
The University of Oklahoma August 2010 - Present
Edward Jones May 2013 - August 2013
The University of Oklahoma Outreach Center January 2013 - April 2013
Skills
Series 7, Series 63, Series 66, Financial Analysis, Finance, Research, Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Economics, Public Speaking, Access, Leadership, Customer Service
Education
University of Oklahoma - Price College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
The Woodlands Highschool 2006 — 2010
Leonardo Gomez's Fidelity Investments Experience January 2001 - December 2013
Job Purchasing Specialist at El Milagro Inc
Industry Food Production
Experience
El Milagro Inc July 2014 - Present
In Transition January 2014 - July 2014
Fidelity Investments January 2001 - December 2013
Fidelity Investments January 1999 - December 2000
JPMorgan Chase January 1997 - January 1999
McDonald's Corporation August 1994 - January 1997
Skills
Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Securities, Series 9, Series 10, Life Insurance, Retirement, Equities, Fixed Income, Uniform Combined State..., Financial Services, Customer Service, FINRA, Finance, Leadership, Training, Management, Asset Allocation, Public Speaking, Purchasing, Wealth Management
Education
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Psychology
Northridge Prep 1977 — 1981
High School Diploma, High School/Secondary Diplomas and Certificates
El Milagro Inc July 2014 - Present
In Transition January 2014 - July 2014
Fidelity Investments January 2001 - December 2013
Fidelity Investments January 1999 - December 2000
JPMorgan Chase January 1997 - January 1999
McDonald's Corporation August 1994 - January 1997
Skills
Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Securities, Series 9, Series 10, Life Insurance, Retirement, Equities, Fixed Income, Uniform Combined State..., Financial Services, Customer Service, FINRA, Finance, Leadership, Training, Management, Asset Allocation, Public Speaking, Purchasing, Wealth Management
Education
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Psychology
Northridge Prep 1977 — 1981
High School Diploma, High School/Secondary Diplomas and Certificates
Alexandra Dubois Alexandra Dubois's Fidelity Investments Experience 1999 - 2000
Job Vice President, Marketing, The CM Group
Industry Events Services
Experience
The CM Group 2012 - Present
Revenio 2000 - 2002
Fidelity Investments 1999 - 2000
Hill Holliday 1996 - 1999
Ammirati Puris Lintas 1995 - 1996
Grey Group July 1992 - 1995
Education
University of Pennsylvania 1988 — 1992
Bachelor of Arts (B.A.)
Milton Academy
The CM Group 2012 - Present
Revenio 2000 - 2002
Fidelity Investments 1999 - 2000
Hill Holliday 1996 - 1999
Ammirati Puris Lintas 1995 - 1996
Grey Group July 1992 - 1995
Education
University of Pennsylvania 1988 — 1992
Bachelor of Arts (B.A.)
Milton Academy
Morgan Twardowski's Fidelity Investments Experience July 2015 - Present
Job Benefits Consulting Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
University of Notre Dame Office of Housing August 2014 - May 2015
University of Notre Dame Office of Admissions August 2013 - May 2015
University of Notre Dame Development Phone Center January 2012 - October 2014
PwC June 2014 - August 2014
Skills
Mathematics, Interpersonal..., Customer Service, Microsoft Word, Leadership, Negotiation, Team Management, PowerPoint, Microsoft Excel, Fundraising, Public Speaking, C++, R
Education
University of Notre Dame 2011 — 2015
Bachelor of Applied and Computational Math and Statistics, Applied Mathematics, Actuarial Science, Dublin Summer Program
Byron High School 2007 — 2011
Valedictorian
Fidelity Investments July 2015 - Present
University of Notre Dame Office of Housing August 2014 - May 2015
University of Notre Dame Office of Admissions August 2013 - May 2015
University of Notre Dame Development Phone Center January 2012 - October 2014
PwC June 2014 - August 2014
Skills
Mathematics, Interpersonal..., Customer Service, Microsoft Word, Leadership, Negotiation, Team Management, PowerPoint, Microsoft Excel, Fundraising, Public Speaking, C++, R
Education
University of Notre Dame 2011 — 2015
Bachelor of Applied and Computational Math and Statistics, Applied Mathematics, Actuarial Science, Dublin Summer Program
Byron High School 2007 — 2011
Valedictorian
Jayson Knafel-Driscoll's Fidelity Investments Experience January 2015 - May 2015
Job Equity Research Intern at Fidelity Investments
Industry Higher Education
Experience
University of Notre Dame August 2012 - Present
Grosvenor Capital Ltd June 2015 - July 2015
Fidelity Investments January 2015 - May 2015
Henderson Brothers, Inc. May 2014 - August 2014
PJ Dick - Trumbull - Lindy Paving May 2013 - August 2013
Skills
Visual Basic for..., Equity Research Analysis, Credit Analysis, Statistics, Proposal Writing, SPSS, Portfolio Management, Data Analysis, PowerPoint, Research, Microsoft Excel, Debt & Equity Financing, Financial Modeling, Economics, Analysis, Financial Analysis, Access, Quantitative Analytics
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Mount Lebanon
University of Notre Dame August 2012 - Present
Grosvenor Capital Ltd June 2015 - July 2015
Fidelity Investments January 2015 - May 2015
Henderson Brothers, Inc. May 2014 - August 2014
PJ Dick - Trumbull - Lindy Paving May 2013 - August 2013
Skills
Visual Basic for..., Equity Research Analysis, Credit Analysis, Statistics, Proposal Writing, SPSS, Portfolio Management, Data Analysis, PowerPoint, Research, Microsoft Excel, Debt & Equity Financing, Financial Modeling, Economics, Analysis, Financial Analysis, Access, Quantitative Analytics
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Mount Lebanon
John Watkins, CFA's Fidelity Investments Experience August 2009 - December 2010
Job Equity Research Analyst at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management January 2011 - Present
Fidelity Investments August 2009 - December 2010
Fidelity Investments June 2008 - August 2008
Hilliard Lyons Capital Management June 2007 - August 2007
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.A., Finance
St. Xavier High School 2001 — 2005
River Road Asset Management January 2011 - Present
Fidelity Investments August 2009 - December 2010
Fidelity Investments June 2008 - August 2008
Hilliard Lyons Capital Management June 2007 - August 2007
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.A., Finance
St. Xavier High School 2001 — 2005
Nicole Fellhauer's Fidelity Investments Experience July 2008 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
American General Finance September 2007 - July 2008
Education
University of Michigan Business School 2013 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments July 2008 - Present
American General Finance September 2007 - July 2008
Education
University of Michigan Business School 2013 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Monique Moore Monique Moore's Fidelity Investments Experience April 2007 - May 2008
Job Division Director at Robert Half 2144689191
Industry Staffing and Recruiting
Experience
Robert Half January 2013 - Present
Houstons June 2010 - January 2013
Martin Fletcher August 2008 - August 2009
Fidelity Investments April 2007 - May 2008
American Airlines 2006 - 2007
Turtle Creek Chorale 2005 - 2006
Skills
Recruiting, Internet Recruiting, Sales, Training, Resourceful..., Customer Service, Product Marketing, Reconciling Reports, Event Planning, Front Office
Education
University of Oklahoma 2000 — 2004
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Perkins-Tryon High school
Robert Half January 2013 - Present
Houstons June 2010 - January 2013
Martin Fletcher August 2008 - August 2009
Fidelity Investments April 2007 - May 2008
American Airlines 2006 - 2007
Turtle Creek Chorale 2005 - 2006
Skills
Recruiting, Internet Recruiting, Sales, Training, Resourceful..., Customer Service, Product Marketing, Reconciling Reports, Event Planning, Front Office
Education
University of Oklahoma 2000 — 2004
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Perkins-Tryon High school
Michael Murray's Fidelity Investments Experience May 2009 - August 2009
Job Software Engineer at Snapchat
Industry Computer Software
Experience
Snapchat August 2013 - Present
GonnaBe November 2012 - August 2013
Clear-Media July 2011 - October 2012
Murray Productions February 2011 - July 2011
Nickelodeon June 2010 - August 2010
National Football League August 2009 - December 2009
Fidelity Investments May 2009 - August 2009
Norbury Financial Systems June 2008 - August 2008
Clever Training March 2007 - March 2008
Skills
iOS, Xcode, Interface Builder, Objective-C, iPhone, iPad, Mobile Applications, User Interface Design, Parse, Cocoa Touch, CSS, HTML, JavaScript, MySQL, Web Development, iOS development, User Interface
Education
University of Notre Dame 2007 — 2011
Engineering, Computer Science
Andover High School 2003 — 2007
Snapchat August 2013 - Present
GonnaBe November 2012 - August 2013
Clear-Media July 2011 - October 2012
Murray Productions February 2011 - July 2011
Nickelodeon June 2010 - August 2010
National Football League August 2009 - December 2009
Fidelity Investments May 2009 - August 2009
Norbury Financial Systems June 2008 - August 2008
Clever Training March 2007 - March 2008
Skills
iOS, Xcode, Interface Builder, Objective-C, iPhone, iPad, Mobile Applications, User Interface Design, Parse, Cocoa Touch, CSS, HTML, JavaScript, MySQL, Web Development, iOS development, User Interface
Education
University of Notre Dame 2007 — 2011
Engineering, Computer Science
Andover High School 2003 — 2007
Laura Mittelstaedt's Fidelity Investments Experience June 2012 - Present
Job Senior Associate, Benefits Consulting at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments June 2012 - Present
WVFI August 2011 - May 2012
Playing, Dating, aND Maybe Mating: An Original Play January 2012 - April 2012
826CHI June 2011 - August 2011
Skills
Editing, Non-profits, Project Management, Social Media, PowerPoint, Microsoft Office, InDesign, Facebook, Microsoft Excel, Photoshop, Social Media Marketing, Microsoft Word
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
Fidelity Investments June 2012 - Present
WVFI August 2011 - May 2012
Playing, Dating, aND Maybe Mating: An Original Play January 2012 - April 2012
826CHI June 2011 - August 2011
Skills
Editing, Non-profits, Project Management, Social Media, PowerPoint, Microsoft Office, InDesign, Facebook, Microsoft Excel, Photoshop, Social Media Marketing, Microsoft Word
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
Jeff Wolfeld Jeff Wolfeld's Fidelity Investments Experience June 1996 - January 1998
Job Technical Leader, Contact Center Business Unit at Cisco Systems, Inc.
Industry Telecommunications
Experience
Cisco Systems, Inc. September 2000 - Present
Free-Lance Musician August 1996 - Present
Newton Symphony Orchestra 1997 - 2005
Aspect Communications January 1998 - September 2000
Fidelity Investments June 1996 - January 1998
Siemens Rolm Communications August 1987 - May 1996
Siemens 1987 - 1996
ROLM 1987 - 1996
Intel Corporation August 1981 - July 1987
Skills
Distributed Systems, Java, Linux, Unified Communications, Leadership, SIP, Cloud Computing, VoIP, Team Leadership, TCP/IP, SNMP, Agile Methodologies, Engineering, ClearCase, Cisco Technologies, H.323, Network Processors
Education
University of Pennsylvania 1980 — 1981
MSE, Computer and Information Science
University of Pennsylvania 1976 — 1980
BSE, Computer Science
Cisco Systems, Inc. September 2000 - Present
Free-Lance Musician August 1996 - Present
Newton Symphony Orchestra 1997 - 2005
Aspect Communications January 1998 - September 2000
Fidelity Investments June 1996 - January 1998
Siemens Rolm Communications August 1987 - May 1996
Siemens 1987 - 1996
ROLM 1987 - 1996
Intel Corporation August 1981 - July 1987
Skills
Distributed Systems, Java, Linux, Unified Communications, Leadership, SIP, Cloud Computing, VoIP, Team Leadership, TCP/IP, SNMP, Agile Methodologies, Engineering, ClearCase, Cisco Technologies, H.323, Network Processors
Education
University of Pennsylvania 1980 — 1981
MSE, Computer and Information Science
University of Pennsylvania 1976 — 1980
BSE, Computer Science
Colin Fuller Colin Fuller's Fidelity Investments Experience June 2015 - August 2015
Job Student at University of Oklahoma
Industry Financial Services
Experience
Fidelity Investments June 2015 - August 2015
Skills
Finance, PeopleSoft, Consulting, Project Management, Creative Solutions, Business Strategy, Leadership Development
Education
University of Oklahoma 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments June 2015 - August 2015
Skills
Finance, PeopleSoft, Consulting, Project Management, Creative Solutions, Business Strategy, Leadership Development
Education
University of Oklahoma 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Linda banning Linda banning's Fidelity Investments Experience April 2012 - October 2013
Job Accounting
Industry Marketing and Advertising
Experience
Self-employed March 2012 - Present
Fidelity Investments April 2012 - October 2013
Education
University of Oxford
Self-employed March 2012 - Present
Fidelity Investments April 2012 - October 2013
Education
University of Oxford
Eric Warlick's Fidelity Investments Experience 2000 - 2005
Job Managing Partner at tru Independence LLC
Industry Financial Services
Experience
tru Independence LLC July 2014 - Present
Martin Capital Partners June 2010 - July 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 2000 - 2005
Schwab Institutional (Charles Schwab) 1998 - 2000
Crabbe Huson Group 1994 - 1998
Skills
Asset Management, Retirement Planning, Investments, Asset Managment, Portfolio Management, Equities
Education
University of Oregon 1986 — 1991
LSS, Leisure
tru Independence LLC July 2014 - Present
Martin Capital Partners June 2010 - July 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 2000 - 2005
Schwab Institutional (Charles Schwab) 1998 - 2000
Crabbe Huson Group 1994 - 1998
Skills
Asset Management, Retirement Planning, Investments, Asset Managment, Portfolio Management, Equities
Education
University of Oregon 1986 — 1991
LSS, Leisure
Benjamin Simpson Benjamin Simpson's Fidelity Investments Experience January 2012 - April 2014
Job Senior Financial Analyst at Azure Midstream
Industry Information Technology and Services
Experience
Azure Midstream June 2015 - Present
CyrusOne April 2014 - June 2015
Fidelity Investments January 2012 - April 2014
University of Oklahoma January 2006 - May 2011
Neuhoff-Taylor Royalty Company June 2009 - August 2009
RBC Wealth Management June 2007 - August 2007
Skills
Excel, Microsoft Office, Word, Microsoft Excel, Account Reconciliation, Investments, Alternative Investments, Real Estate, Hedge Funds, Financial Modeling, Management, Financial Analysis, Analysis, Risk Management, Microsoft Word, Banking, Finance, Leadership, Data Analysis, Access, Economics, Accounting
Education
University of Oklahoma - Price College of Business 2006 — 2011
Finance & Energy Management
Aledo High School
University of Oklahoma
Azure Midstream June 2015 - Present
CyrusOne April 2014 - June 2015
Fidelity Investments January 2012 - April 2014
University of Oklahoma January 2006 - May 2011
Neuhoff-Taylor Royalty Company June 2009 - August 2009
RBC Wealth Management June 2007 - August 2007
Skills
Excel, Microsoft Office, Word, Microsoft Excel, Account Reconciliation, Investments, Alternative Investments, Real Estate, Hedge Funds, Financial Modeling, Management, Financial Analysis, Analysis, Risk Management, Microsoft Word, Banking, Finance, Leadership, Data Analysis, Access, Economics, Accounting
Education
University of Oklahoma - Price College of Business 2006 — 2011
Finance & Energy Management
Aledo High School
University of Oklahoma
Sean Cain's Fidelity Investments Experience 2014 - Present
Job Senior Product Manager at Fidelity ActionsXchange
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2002 - 2004
Fidelity Investments 2001 - 2002
Skills
Mutual Funds, Global Custody, Corporate Actions, Project Management, Trading Systems, Accounting System, Management, Personnel Management, Personal Development, Equities, Bonds, Investments, Process Improvement, Business Process..., Mergers & Acquisitions, Risk Management, Business Analysis, Finance, Financial Analysis, Financial Services, Fixed Income, Strategy
Education
University of Notre Dame 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2002 - 2004
Fidelity Investments 2001 - 2002
Skills
Mutual Funds, Global Custody, Corporate Actions, Project Management, Trading Systems, Accounting System, Management, Personnel Management, Personal Development, Equities, Bonds, Investments, Process Improvement, Business Process..., Mergers & Acquisitions, Risk Management, Business Analysis, Finance, Financial Analysis, Financial Services, Fixed Income, Strategy
Education
University of Notre Dame 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Rahim Dhanji, CIM's Fidelity Investments Experience October 2013 - Present
Job Business Development Manager (Inside Wholesaler)
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments November 2012 - September 2013
Natural Resources Canada April 2010 - August 2010
Bell September 2009 - December 2009
Fintrac May 2008 - May 2009
Skills
Finance, Financial Analysis, Customer Service, Budgets, Sales, Microsoft Office, Risk Management, Sales Process, Sales Management, Sales Operations, Sales Presentations, Direct Sales, Financial Markets, Financial Reporting, Strategic Financial..., Compliance, Project Management, Customer Experience, Customer Satisfaction, Economics, Policy Analysis, Typing
Education
University of Ottawa / Université d'Ottawa 2006 — 2012
Bachelor of Commerce (B.Com.) with Honours, Finance
Canadian Securities Institute 2012 — 2012
Chartered Investment Manager (CIM), Investments and Securities
Fidelity Investments October 2013 - Present
Fidelity Investments November 2012 - September 2013
Natural Resources Canada April 2010 - August 2010
Bell September 2009 - December 2009
Fintrac May 2008 - May 2009
Skills
Finance, Financial Analysis, Customer Service, Budgets, Sales, Microsoft Office, Risk Management, Sales Process, Sales Management, Sales Operations, Sales Presentations, Direct Sales, Financial Markets, Financial Reporting, Strategic Financial..., Compliance, Project Management, Customer Experience, Customer Satisfaction, Economics, Policy Analysis, Typing
Education
University of Ottawa / Université d'Ottawa 2006 — 2012
Bachelor of Commerce (B.Com.) with Honours, Finance
Canadian Securities Institute 2012 — 2012
Chartered Investment Manager (CIM), Investments and Securities
Kenya Luvert's Fidelity Investments Experience March 2001 - August 2007
Job Community Event Coordinator at City of Eugene
Industry Government Administration
Experience
City of Eugene February 2009 - Present
Eugene/Springfield NAACP branch 2009 - 2013
Fidelity Investments March 2001 - August 2007
Skills
Community Outreach, Program Development, Program Evaluation, Community Development, Nonprofits, Program Management, Fundraising, Workshop Facilitation, Volunteer Management, Event Planning, Community Engagement, Strategic Communications, Management, Recruiting, Event Management, Leadership, Public Speaking
Education
University of Oregon 1992 — 1996
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
City of Eugene February 2009 - Present
Eugene/Springfield NAACP branch 2009 - 2013
Fidelity Investments March 2001 - August 2007
Skills
Community Outreach, Program Development, Program Evaluation, Community Development, Nonprofits, Program Management, Fundraising, Workshop Facilitation, Volunteer Management, Event Planning, Community Engagement, Strategic Communications, Management, Recruiting, Event Management, Leadership, Public Speaking
Education
University of Oregon 1992 — 1996
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Sam Beres's Fidelity Investments Experience January 2012 - April 2012
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
McGladrey June 2012 - July 2012
Fidelity Investments January 2012 - April 2012
Landaas & Company May 2011 - August 2011
Education
University of Notre Dame 2009 — 2013
BA, Finance
University of Notre Dame (USA) in England
Undergraduate Study Abroad Program
Marquette University High School 2005 — 2009
Robert W. Baird & Co. July 2013 - Present
McGladrey June 2012 - July 2012
Fidelity Investments January 2012 - April 2012
Landaas & Company May 2011 - August 2011
Education
University of Notre Dame 2009 — 2013
BA, Finance
University of Notre Dame (USA) in England
Undergraduate Study Abroad Program
Marquette University High School 2005 — 2009
Chris Fischer, CFP®'s Fidelity Investments Experience July 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Great South Bay Cross Bay Swim August 2002 - Present
Fidelity Investments October 2010 - July 2013
Ronin Capital October 2007 - July 2009
Shield Mortgage October 2006 - September 2007
Education
University of Notre Dame 2002 — 2005
BBA, Management Consulting
Fidelity Investments July 2013 - Present
Great South Bay Cross Bay Swim August 2002 - Present
Fidelity Investments October 2010 - July 2013
Ronin Capital October 2007 - July 2009
Shield Mortgage October 2006 - September 2007
Education
University of Notre Dame 2002 — 2005
BBA, Management Consulting
Richard Rallanka's Fidelity Investments Experience December 2004 - July 2005
Job Sr. Pricing Manager at Ste. Michelle Wine Estates
Industry Wine and Spirits
Experience
Ste. Michelle Wine Estates May 2015 - Present
Procter & Gamble April 2014 - March 2015
Procter & Gamble October 2012 - April 2014
Procter & Gamble November 2011 - October 2012
Procter & Gamble March 2011 - November 2011
Procter & Gamble April 2009 - March 2011
Procter & Gamble July 2007 - April 2009
Procter & Gamble July 2005 - July 2007
Fidelity Investments December 2004 - July 2005
Skills
Financial Modeling, Financial Analysis, Cross-functional Team..., Strategy, Forecasting, Strategic Planning, Cost Accounting, Competitive Analysis, Financial Reporting, Strategic Financial..., Internal Controls, Valuation, Business Planning, Financial Forecasting, Budgets
Education
University of Notre Dame 1998 — 2002
BA, Finance
Ste. Michelle Wine Estates May 2015 - Present
Procter & Gamble April 2014 - March 2015
Procter & Gamble October 2012 - April 2014
Procter & Gamble November 2011 - October 2012
Procter & Gamble March 2011 - November 2011
Procter & Gamble April 2009 - March 2011
Procter & Gamble July 2007 - April 2009
Procter & Gamble July 2005 - July 2007
Fidelity Investments December 2004 - July 2005
Skills
Financial Modeling, Financial Analysis, Cross-functional Team..., Strategy, Forecasting, Strategic Planning, Cost Accounting, Competitive Analysis, Financial Reporting, Strategic Financial..., Internal Controls, Valuation, Business Planning, Financial Forecasting, Budgets
Education
University of Notre Dame 1998 — 2002
BA, Finance
Letia Parker Cruson's Fidelity Investments Experience November 2014 - Present
Job Learning Solutions Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments September 2012 - November 2014
Fidelity Investments November 1999 - July 2002
Fidelity Investments January 1996 - October 1999
Fidelity Investments January 1995 - December 1995
Fidelity Investments January 1988 - December 1994
Fidelity Investments September 1986 - December 1987
Skills
Retirement, Mutual Funds, Retirement Planning, Investments, Call Centers, Management, Leadership
Education
University of Oklahoma 1981 — 1985
BBA, Management
Fidelity Investments November 2014 - Present
Fidelity Investments September 2012 - November 2014
Fidelity Investments November 1999 - July 2002
Fidelity Investments January 1996 - October 1999
Fidelity Investments January 1995 - December 1995
Fidelity Investments January 1988 - December 1994
Fidelity Investments September 1986 - December 1987
Skills
Retirement, Mutual Funds, Retirement Planning, Investments, Call Centers, Management, Leadership
Education
University of Oklahoma 1981 — 1985
BBA, Management
William Heineman's Fidelity Investments Experience June 2011 - August 2011
Job Consultant at Clarity Consulting
Industry Computer Software
Experience
Clarity Consulting August 2013 - Present
Crowe Horwath LLP June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Skills
SQL, C++, Python, Java, C#, Visual Basic, C, Maya, Microsoft Office, JavaScript, Tableau, AngularJS, SCCM, Powershell, Web Services, Microsoft Excel, Programming, PHP, HTML, Tomcat, Software Development, Visual Studio, Linux, CSS, .NET, Leadership, Unix, XML, Databases, ASP.NET
Education
University of Notre Dame 2009 — 2013
Bachelor of Engineering (BEng), Computer Science
Clarity Consulting August 2013 - Present
Crowe Horwath LLP June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Skills
SQL, C++, Python, Java, C#, Visual Basic, C, Maya, Microsoft Office, JavaScript, Tableau, AngularJS, SCCM, Powershell, Web Services, Microsoft Excel, Programming, PHP, HTML, Tomcat, Software Development, Visual Studio, Linux, CSS, .NET, Leadership, Unix, XML, Databases, ASP.NET
Education
University of Notre Dame 2009 — 2013
Bachelor of Engineering (BEng), Computer Science
Brian Chinn, CFP® Brian Chinn, CFP®'s Fidelity Investments Experience March 2005 - February 2009
Job Managing Director, First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management February 2014 - Present
First Republic Private Wealth Management June 2009 - February 2014
Fidelity Investments March 2005 - February 2009
Citicorp Investment Services October 2003 - February 2005
Skills
Wealth Management, Investments, Asset Allocation, Investment Advisory, Variable Annuities, Life Insurance, 529 Plans, Personal Financial..., Donor Advised Funds, Guaranteed Lifetime..., Asset Management, Charitable Giving, Portfolio Management, Strategic Financial..., Finance, Insurance, Retirement Planning, Financial Planners, Banking, Series 7
Education
University of Oregon 1996 — 1998
Bachelor's degree, Political Science and Government
First Republic Private Wealth Management February 2014 - Present
First Republic Private Wealth Management June 2009 - February 2014
Fidelity Investments March 2005 - February 2009
Citicorp Investment Services October 2003 - February 2005
Skills
Wealth Management, Investments, Asset Allocation, Investment Advisory, Variable Annuities, Life Insurance, 529 Plans, Personal Financial..., Donor Advised Funds, Guaranteed Lifetime..., Asset Management, Charitable Giving, Portfolio Management, Strategic Financial..., Finance, Insurance, Retirement Planning, Financial Planners, Banking, Series 7
Education
University of Oregon 1996 — 1998
Bachelor's degree, Political Science and Government
Jacob Broussard Jacob Broussard's Fidelity Investments Experience July 2014 - Present
Job General Management Apprentice at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments 2012 - 2014
TD Ameritrade 2011 - 2012
Education
University of Oklahoma
Bachelor's Degree, Accounting and Finance
Fidelity Investments July 2014 - Present
Fidelity Investments 2012 - 2014
TD Ameritrade 2011 - 2012
Education
University of Oklahoma
Bachelor's Degree, Accounting and Finance
Robert Haddad's Fidelity Investments Experience January 2014 - April 2014
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
The Blackstone Group June 2014 - August 2014
Fidelity Investments January 2014 - April 2014
Transwestern Capital Management June 2013 - September 2013
Tegean Capital Management May 2013 - May 2013
Skills
C++, R, Microsoft Excel, Equity Research, Bloomberg Terminal
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Applied Mathematics, 3.97
University of Notre Dame, London Undergraduate Program
Union County Magnet High School 2007 — 2011
Perella Weinberg Partners July 2015 - Present
The Blackstone Group June 2014 - August 2014
Fidelity Investments January 2014 - April 2014
Transwestern Capital Management June 2013 - September 2013
Tegean Capital Management May 2013 - May 2013
Skills
C++, R, Microsoft Excel, Equity Research, Bloomberg Terminal
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Applied Mathematics, 3.97
University of Notre Dame, London Undergraduate Program
Union County Magnet High School 2007 — 2011
David Ruffolo's Fidelity Investments Experience May 2012 - August 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance
St. Sebastian's School 2006 — 2010
Bank of America Merrill Lynch June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance
St. Sebastian's School 2006 — 2010
Colin Sidberry's Fidelity Investments Experience March 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - February 2015
University of Notre Dame August 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Catholic Charities of Arizona June 2012 - August 2012
Skills
Microsoft Office, Strategic Planning, Analysis, Project Management, Access, Financial Analysis, Program Management, Competitive Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor of Arts (B.A.), Economics & Applied Math
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - February 2015
University of Notre Dame August 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Catholic Charities of Arizona June 2012 - August 2012
Skills
Microsoft Office, Strategic Planning, Analysis, Project Management, Access, Financial Analysis, Program Management, Competitive Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor of Arts (B.A.), Economics & Applied Math
Patricia Jung Patricia Jung's Fidelity Investments Experience September 2011 - Present
Job We are the music makers, And we are the dreamers of dreams
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
GameStop October 2009 - June 2011
Safeway Grocery July 2008 - September 2009
University of Oregon October 2008 - December 2008
University of Oregon Food Service October 2006 - December 2008
Coming Attractions Cinema May 2005 - September 2007
Education
University of Oregon 2006 — 2008
B.A., Cultural Anthropology
Fidelity Investments September 2011 - Present
GameStop October 2009 - June 2011
Safeway Grocery July 2008 - September 2009
University of Oregon October 2008 - December 2008
University of Oregon Food Service October 2006 - December 2008
Coming Attractions Cinema May 2005 - September 2007
Education
University of Oregon 2006 — 2008
B.A., Cultural Anthropology
Ming Chin Ming Chin's Fidelity Investments Experience November 1995 - March 1997
Job Sr. Systems Support Analyst at Companion Data Services
Industry Information Technology and Services
Experience
Companion Data Services November 2014 - Present
Ciber June 2014 - October 2014
Companion Data Services, a subsidiary of BlueCross BlueShield of SC June 2007 - June 2014
Citi April 2000 - June 2007
Dallas County May 1999 - December 1999
EDS August 1997 - April 1999
Texas Instruments April 1997 - August 1997
Fidelity Investments November 1995 - March 1997
Sprint Nextel June 1991 - October 1995
Skills
COBOL, CICS, SDLC, Mainframe, JCL, DB2, TSO, VSAM, User Acceptance Testing, Testing, Fileaid, IBM Utilities, Business Requirements, Endeavor, MVS, Easytrieve, Requirements Analysis, Business Analysis, SQL, Xpediter, ISPF, OS/390, Production Support, Unix, Databases, SDSF, z/OS, Intertest, Syncsort, SPUFI, IDMS, Systems Analysis, Telon, REXX, IBM Mainframe, COBOLII, Requirements Gathering, MQSeries, Librarian, MicroFocus Cobol, SharePoint, Connect Direct, NDM, Tibco MFT, Tivoli TWS, EDI, Access
Education
University of Oklahoma 1988 — 1991
Bachelor of Business Administration (BBA), Management Information Systems and Services
Companion Data Services November 2014 - Present
Ciber June 2014 - October 2014
Companion Data Services, a subsidiary of BlueCross BlueShield of SC June 2007 - June 2014
Citi April 2000 - June 2007
Dallas County May 1999 - December 1999
EDS August 1997 - April 1999
Texas Instruments April 1997 - August 1997
Fidelity Investments November 1995 - March 1997
Sprint Nextel June 1991 - October 1995
Skills
COBOL, CICS, SDLC, Mainframe, JCL, DB2, TSO, VSAM, User Acceptance Testing, Testing, Fileaid, IBM Utilities, Business Requirements, Endeavor, MVS, Easytrieve, Requirements Analysis, Business Analysis, SQL, Xpediter, ISPF, OS/390, Production Support, Unix, Databases, SDSF, z/OS, Intertest, Syncsort, SPUFI, IDMS, Systems Analysis, Telon, REXX, IBM Mainframe, COBOLII, Requirements Gathering, MQSeries, Librarian, MicroFocus Cobol, SharePoint, Connect Direct, NDM, Tibco MFT, Tivoli TWS, EDI, Access
Education
University of Oklahoma 1988 — 1991
Bachelor of Business Administration (BBA), Management Information Systems and Services
Eric Engelmann Eric Engelmann's Fidelity Investments Experience 1997 - 1997
Job Software Engineer
Industry Health, Wellness and Fitness
Experience
AMN Healthcare May 2013 - Present
AMN Healthcare July 2011 - May 2013
NTTA 2008 - 2011
Fidelity Investments 1997 - 1997
Grumman 1990 - 1992
OAO 1982 - 1987
Skills
I feel strong when I..., I feel strong when I..., I feel strong when I..., I feel strong when I..., I feel strong when I..., I feel strong when I..., I feel strong when I..., Databases, Microsoft SQL Server, SDLC, Project Management, Spacecraft, HTML, Software Development, Business Intelligence, Research, Software Project..., Business Analysis, Microsoft Office, XML, Customer Service
Education
University of Oregon 1973 — 1980
BA, Physics
Uni High @ University of Illinois
AMN Healthcare May 2013 - Present
AMN Healthcare July 2011 - May 2013
NTTA 2008 - 2011
Fidelity Investments 1997 - 1997
Grumman 1990 - 1992
OAO 1982 - 1987
Skills
I feel strong when I..., I feel strong when I..., I feel strong when I..., I feel strong when I..., I feel strong when I..., I feel strong when I..., I feel strong when I..., Databases, Microsoft SQL Server, SDLC, Project Management, Spacecraft, HTML, Software Development, Business Intelligence, Research, Software Project..., Business Analysis, Microsoft Office, XML, Customer Service
Education
University of Oregon 1973 — 1980
BA, Physics
Uni High @ University of Illinois
Jason Jansen, CFP®'s Fidelity Investments Experience January 2007 - Present
Job VP, Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments June 2006 - December 2006
Bank of America, formerly LaSalle Bank December 2000 - May 2006
Brunswick Corporation July 1998 - November 2000
Skills
Series 7, Series 63, Series 65, Certified Financial..., Fixed Annuities, Series 6, Investment Management, ETFs, Separately Managed..., Wealth Management..., Finance, Estate Planning, Relationship Management, Wealth, Financial Planners, Life Insurance, Leadership, Personal Financial..., Risk Management, Series 24, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investments
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance & Business Economics; Second Major: Computer Applications
Sacred Heart-Griffin High School 1990 — 1994
Fidelity Investments January 2007 - Present
Fidelity Investments June 2006 - December 2006
Bank of America, formerly LaSalle Bank December 2000 - May 2006
Brunswick Corporation July 1998 - November 2000
Skills
Series 7, Series 63, Series 65, Certified Financial..., Fixed Annuities, Series 6, Investment Management, ETFs, Separately Managed..., Wealth Management..., Finance, Estate Planning, Relationship Management, Wealth, Financial Planners, Life Insurance, Leadership, Personal Financial..., Risk Management, Series 24, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investments
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance & Business Economics; Second Major: Computer Applications
Sacred Heart-Griffin High School 1990 — 1994
Justin Francese's Fidelity Investments Experience April 2012 - Present
Job Producer, Cinematographer, and Editor at Film and Video Production
Industry Media Production
Experience
Film and Video Production September 2003 - Present
Business and Marketing September 2003 - Present
Fidelity Investments April 2012 - Present
Inflexxion January 2013 - Present
Mobius Executive Leadership July 2012 - Present
Education and Training April 2007 - 2012
Boston University Center for Digital Imaging Arts (CDIA) 2007 - November 2011
Skills
Video Editing, Television, Documentaries, Producing, Film, Video Production, Broadcast, Editing, Videography, Camera, Video, Final Cut Pro, Storytelling, Photography, Non-linear Editing, Film Production
Education
University of Oregon 2003 — 2005
MS, Communication Studies
University of Vermont 1996 — 1999
BS, Environmental Studies
Film and Video Production September 2003 - Present
Business and Marketing September 2003 - Present
Fidelity Investments April 2012 - Present
Inflexxion January 2013 - Present
Mobius Executive Leadership July 2012 - Present
Education and Training April 2007 - 2012
Boston University Center for Digital Imaging Arts (CDIA) 2007 - November 2011
Skills
Video Editing, Television, Documentaries, Producing, Film, Video Production, Broadcast, Editing, Videography, Camera, Video, Final Cut Pro, Storytelling, Photography, Non-linear Editing, Film Production
Education
University of Oregon 2003 — 2005
MS, Communication Studies
University of Vermont 1996 — 1999
BS, Environmental Studies
Lisbi Abraham Lisbi Abraham's Fidelity Investments Experience 1996 - 1998
Job Senior Technology and Operations Executive
Industry Information Technology and Services
Experience
Andela May 2015 - Present
Independent December 2014 - May 2015
Lionbridge June 2012 - December 2014
Alliance Global Services November 2006 - June 2012
Zecurion, Inc, The Data Protection Company 2008 - 2012
AIG 1998 - 2006
Fidelity Investments 1996 - 1998
Wellington Management 1993 - 1996
Advanced Computer Applications November 1991 - January 1993
Skills
Management Consulting, Testing, Program Management, Product Strategy, Customer Relations, Business Development, Agile Methodologies, Software Development, IT Strategy, Strategic Partnerships, PMO, SDLC, Management, Process Improvement, Enterprise Architecture, Business Intelligence, Business Strategy, Strategy, Outsourcing, CRM, Product Development, Security, Software Project..., Integration, Change Management, Strategic Planning, Requirements Analysis, Solution Architecture, SOA, Business Analysis, New Business Development, Project Management, Vendor Management, Leadership, Product Management, Agile, Organizational..., Thought Leadership, Strategic Leadership, Enterprise Software, Consulting
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Management, Marketing & International Business
University of Pennsylvania 1987 — 1991
BSE, Computer Science Engineering
Andela May 2015 - Present
Independent December 2014 - May 2015
Lionbridge June 2012 - December 2014
Alliance Global Services November 2006 - June 2012
Zecurion, Inc, The Data Protection Company 2008 - 2012
AIG 1998 - 2006
Fidelity Investments 1996 - 1998
Wellington Management 1993 - 1996
Advanced Computer Applications November 1991 - January 1993
Skills
Management Consulting, Testing, Program Management, Product Strategy, Customer Relations, Business Development, Agile Methodologies, Software Development, IT Strategy, Strategic Partnerships, PMO, SDLC, Management, Process Improvement, Enterprise Architecture, Business Intelligence, Business Strategy, Strategy, Outsourcing, CRM, Product Development, Security, Software Project..., Integration, Change Management, Strategic Planning, Requirements Analysis, Solution Architecture, SOA, Business Analysis, New Business Development, Project Management, Vendor Management, Leadership, Product Management, Agile, Organizational..., Thought Leadership, Strategic Leadership, Enterprise Software, Consulting
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Management, Marketing & International Business
University of Pennsylvania 1987 — 1991
BSE, Computer Science Engineering
Ashley Perks Ashley Perks's Fidelity Investments Experience Fraud AgentRoyal Bank of CanadaMarch 2006 - June 2007
Job Sales Coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Fraud AgentRoyal Bank of CanadaMarch 2006 - June 2007
Education
University of Ottawa 2000 — 2004
BSc, Criminiology
Fidelity Investments Fraud AgentRoyal Bank of CanadaMarch 2006 - June 2007
Education
University of Ottawa 2000 — 2004
BSc, Criminiology
Robert Fitzpatrick's Fidelity Investments Experience October 1995 - May 2000
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management February 2015 - Present
Harmonic Capital August 2013 - May 2014
First Quadrant October 2005 - December 2012
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1995 - May 2000
IBM October 1984 - May 1995
Skills
Investment Management, Equities, Alternative Investments, Fixed Income, Investments, Investment Strategies, Portfolio Management, Capital Markets, Mutual Funds, Financial Modeling, Sales, Financial Services, Bloomberg, Financial Analysis, Valuation, Investment Advisory, Equity Research, Hedge Funds, Senior Business..., Managing Director, Global Consultant, Global Consultant..., Investments,..., Hedge Fund Management, Investment Specialist
Education
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration, Finance
Belmont Hill School
Cum Laude
UBS Global Asset Management February 2015 - Present
Harmonic Capital August 2013 - May 2014
First Quadrant October 2005 - December 2012
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1995 - May 2000
IBM October 1984 - May 1995
Skills
Investment Management, Equities, Alternative Investments, Fixed Income, Investments, Investment Strategies, Portfolio Management, Capital Markets, Mutual Funds, Financial Modeling, Sales, Financial Services, Bloomberg, Financial Analysis, Valuation, Investment Advisory, Equity Research, Hedge Funds, Senior Business..., Managing Director, Global Consultant, Global Consultant..., Investments,..., Hedge Fund Management, Investment Specialist
Education
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration, Finance
Belmont Hill School
Cum Laude
Kathryn Scodro's Fidelity Investments Experience June 2012 - May 2013
Job Designer at Kim Scodro Interiors
Industry Design
Experience
Kim Scodro Interiors June 2013 - Present
Fidelity Investments June 2012 - May 2013
Abercrombie & Fitch June 2011 - August 2011
ARZU STUDIO HOPE May 2010 - June 2010
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Business Management, with a concentration in Entrepreneurship
Kim Scodro Interiors June 2013 - Present
Fidelity Investments June 2012 - May 2013
Abercrombie & Fitch June 2011 - August 2011
ARZU STUDIO HOPE May 2010 - June 2010
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Business Management, with a concentration in Entrepreneurship
Georganna Lujin Georganna Lujin's Fidelity Investments Experience 1994 - 2000
Job Executive Consultant at Rodan + Fields
Industry Retail
Experience
Rodan + Fields May 2015 - Present
DWC ERISA Consultants, LLC November 2008 - June 2013
1st Global 2005 - 2008
Fidelity Investments 1994 - 2000
Skills
Retirement, Pensions, Series 7, Pension Administration, Employee Benefits, 401k, Retirement Planning, Estate Planning, Profit Sharing, Defined Benefit, ERISA, Retirement Plan...
Education
University of Oklahoma 1987 — 1992
Rodan + Fields May 2015 - Present
DWC ERISA Consultants, LLC November 2008 - June 2013
1st Global 2005 - 2008
Fidelity Investments 1994 - 2000
Skills
Retirement, Pensions, Series 7, Pension Administration, Employee Benefits, 401k, Retirement Planning, Estate Planning, Profit Sharing, Defined Benefit, ERISA, Retirement Plan...
Education
University of Oklahoma 1987 — 1992
Josh Bristow Josh Bristow's Fidelity Investments Experience August 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2015 - Present
Paint Booth Specialist February 2015 - June 2015
Paradigm Church January 2014 - January 2015
First Fidelity Bank June 2013 - June 2014
North Creek Church June 2013 - August 2013
Republic Bank & Trust August 2012 - June 2013
Skills
Public Speaking, Fundraising, Event Planning, Customer Service, Leadership Development
Education
University of Oklahoma 2009 — 2014
Bachelor's Degree, Religious Studies
Tishomingo High School 2004 — 2008
High School
Fidelity Investments August 2015 - Present
Paint Booth Specialist February 2015 - June 2015
Paradigm Church January 2014 - January 2015
First Fidelity Bank June 2013 - June 2014
North Creek Church June 2013 - August 2013
Republic Bank & Trust August 2012 - June 2013
Skills
Public Speaking, Fundraising, Event Planning, Customer Service, Leadership Development
Education
University of Oklahoma 2009 — 2014
Bachelor's Degree, Religious Studies
Tishomingo High School 2004 — 2008
High School
David Loring's Fidelity Investments Experience 2007 - Present
Job Vice President Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Nationwide Financial 2005 - 2007
BISYS Fund Services 2001 - 2005
Fidelity Investments 1993 - 2001
Skills
Risk Management, Financial Services, Securities, Banking, Leadership, Process Improvement, Mutual Funds, Equities, Finance, Portfolio Management, Investments
Education
University of Notre Dame 1988 — 1992
Bachelor's Degree, Philosophy and German
Fidelity Investments 2007 - Present
Nationwide Financial 2005 - 2007
BISYS Fund Services 2001 - 2005
Fidelity Investments 1993 - 2001
Skills
Risk Management, Financial Services, Securities, Banking, Leadership, Process Improvement, Mutual Funds, Equities, Finance, Portfolio Management, Investments
Education
University of Notre Dame 1988 — 1992
Bachelor's Degree, Philosophy and German
Darren Driscoll Darren Driscoll's Fidelity Investments Experience July 2011 - June 2012
Job New Seasons Market
Industry Food & Beverages
Experience
New Seasons Market June 2015 - Present
New Seasons Market November 2012 - Present
Fidelity Investments July 2011 - June 2012
Young Life September 2007 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Financial Accounting, Customer Service..., Data Entry, Financial Statements, Data Modeling, Personal Finance, Strategic Planning, Business Analysis, Business Planning, Business Process, Inventory Management, Profit Margins, Margin Minder, Public Speaking, Event Planning, Social Media, Marketing, Fundraising, Sales, Finance, Analysis, Microsoft Word, Nonprofits, PowerPoint
Education
University of Oregon 2001 — 2006
Bachelor of Science (B.S.), Economics
New Seasons Market June 2015 - Present
New Seasons Market November 2012 - Present
Fidelity Investments July 2011 - June 2012
Young Life September 2007 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Financial Accounting, Customer Service..., Data Entry, Financial Statements, Data Modeling, Personal Finance, Strategic Planning, Business Analysis, Business Planning, Business Process, Inventory Management, Profit Margins, Margin Minder, Public Speaking, Event Planning, Social Media, Marketing, Fundraising, Sales, Finance, Analysis, Microsoft Word, Nonprofits, PowerPoint
Education
University of Oregon 2001 — 2006
Bachelor of Science (B.S.), Economics
Lisa Yang's Fidelity Investments Experience June 2014 - Present
Job Student at University of Notre Dame
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Abbott May 2013 - August 2013
National Institutes of Health April 2010 - May 2011
Walter Reed Army Institute of Research June 2010 - August 2010
Skills
Microsoft Excel, Matlab, SharePoint, PowerPoint, Java, Equity Research, Financial Analysis, Financial Modeling, Bloomberg Terminal, FactSet, Microsoft Word, SDLC
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration, Finance, Computer Applications
Thomas Jefferson High School for Science and Technology 2007 — 2011
Virginia Advanced Studies Diploma
Fidelity Investments June 2014 - Present
Abbott May 2013 - August 2013
National Institutes of Health April 2010 - May 2011
Walter Reed Army Institute of Research June 2010 - August 2010
Skills
Microsoft Excel, Matlab, SharePoint, PowerPoint, Java, Equity Research, Financial Analysis, Financial Modeling, Bloomberg Terminal, FactSet, Microsoft Word, SDLC
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration, Finance, Computer Applications
Thomas Jefferson High School for Science and Technology 2007 — 2011
Virginia Advanced Studies Diploma
Shana Speer's Fidelity Investments Experience March 2001 - 2011
Job Real Estate Agent at William Raveis Chapman Enstone
Industry Executive Office
Experience
William Raveis Real Estate 2014 - Present
Mobiquity Velocity Solutions, a mobiquity company July 2013 - 2014
Forrester Research May 2012 - June 2013
Fidelity Investments March 2001 - 2011
Fidelity Investments November 2005 - February 2006
Fidelity Investments February 2004 - May 2004
Skills
Series 7, Consulting, Mutual Funds, 401k, Asset Allocation, Investments, Retirement Planning, Competitive Analysis, Brand Development, Training, Investment Strategies, Sales Process, Salesforce.com, Relationship Management, Marketing, Lead Generation, New Business Development, Sales, Selling, Marketing Support, Finance, Strategic Partnerships, Team Building, Business Development, Series 63, Keyword Advertising, Account Management, Key Account Management, Key Account Development, Sales Tools Development, Webinars, Event Planning, Analytics, Enterprise Software
Education
University of Oregon
BA, Spanish
William Raveis Real Estate 2014 - Present
Mobiquity Velocity Solutions, a mobiquity company July 2013 - 2014
Forrester Research May 2012 - June 2013
Fidelity Investments March 2001 - 2011
Fidelity Investments November 2005 - February 2006
Fidelity Investments February 2004 - May 2004
Skills
Series 7, Consulting, Mutual Funds, 401k, Asset Allocation, Investments, Retirement Planning, Competitive Analysis, Brand Development, Training, Investment Strategies, Sales Process, Salesforce.com, Relationship Management, Marketing, Lead Generation, New Business Development, Sales, Selling, Marketing Support, Finance, Strategic Partnerships, Team Building, Business Development, Series 63, Keyword Advertising, Account Management, Key Account Management, Key Account Development, Sales Tools Development, Webinars, Event Planning, Analytics, Enterprise Software
Education
University of Oregon
BA, Spanish
Caroline Kelleher's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Lake Forest High School 2005 — 2009
Fidelity Investments May 2015 - Present
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Lake Forest High School 2005 — 2009
Bill Maday's Fidelity Investments Experience August 2013 - Present
Job Financial Services and Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Life Trading LLC January 2013 - March 2013
Stavanger Oilers 2012 - 2013
Skills
Leadership, Respect, Team-oriented, Options, Communication, Discipline, Healthy Lifestyles, Microsoft Word, Microsoft Excel, Sports, Determination to Succeed, Sports Marketing, Media Relations, Youth Mentoring, Sports Management, Investments, Hockey, Finance, Time Management, Business, Ice Hockey, Athletics
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Arts (BA), Finance, General
Benet Academy 2002 — 2006
Fidelity Investments August 2013 - Present
Life Trading LLC January 2013 - March 2013
Stavanger Oilers 2012 - 2013
Skills
Leadership, Respect, Team-oriented, Options, Communication, Discipline, Healthy Lifestyles, Microsoft Word, Microsoft Excel, Sports, Determination to Succeed, Sports Marketing, Media Relations, Youth Mentoring, Sports Management, Investments, Hockey, Finance, Time Management, Business, Ice Hockey, Athletics
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Arts (BA), Finance, General
Benet Academy 2002 — 2006
Eileen Welch's Fidelity Investments Experience June 2015 - August 2015
Job Student at the University of Notre Dame
Industry Financial Services
Experience
The University of Notre Dame Mendoza College of Business September 2015 - Present
University of Notre Dame January 2015 - Present
Fidelity Investments June 2015 - August 2015
BNY Mellon May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Social Media, Outlook, Access
Education
University of Notre Dame 2012 — 2016
Finance, English
La Salle Academy 2008 — 2012
High School
The University of Notre Dame Mendoza College of Business September 2015 - Present
University of Notre Dame January 2015 - Present
Fidelity Investments June 2015 - August 2015
BNY Mellon May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Social Media, Outlook, Access
Education
University of Notre Dame 2012 — 2016
Finance, English
La Salle Academy 2008 — 2012
High School
Ryan Guentzel's Fidelity Investments Experience May 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments October 2014 - May 2015
Piper Jaffray September 2013 - July 2014
Franchise Real Estate January 2013 - September 2013
EHC Klostersee August 2011 - March 2012
Aalborg Pirates 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Strategic Planning, Negotiation, Financial Modeling, Series 7, Series 63, Finance, Financial Analysis, Social Media, Leadership
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Finance, General
Fidelity Investments May 2015 - Present
Fidelity Investments October 2014 - May 2015
Piper Jaffray September 2013 - July 2014
Franchise Real Estate January 2013 - September 2013
EHC Klostersee August 2011 - March 2012
Aalborg Pirates 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Strategic Planning, Negotiation, Financial Modeling, Series 7, Series 63, Finance, Financial Analysis, Social Media, Leadership
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Finance, General
Tyler Bowman Tyler Bowman's Fidelity Investments Experience July 2014 - Present
Job Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments August 2013 - July 2014
Bank of America June 2011 - August 2013
Merrill Lynch May 2010 - August 2010
Education
University of Oklahoma 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, 3.54
Fidelity Investments July 2014 - Present
Fidelity Investments August 2013 - July 2014
Bank of America June 2011 - August 2013
Merrill Lynch May 2010 - August 2010
Education
University of Oklahoma 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, 3.54
Travis Otto Travis Otto's Fidelity Investments Experience February 2012 - Present
Job Associate at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group August 2015 - Present
Fidelity Investments February 2012 - Present
Ronald R Grambling PC May 2010 - January 2012
Skills
General Ledger, Accruals
Education
University of Oklahoma - Price College of Business 2006 — 2010
Bachelor of Business Administration, Accounting
Fortress Investment Group August 2015 - Present
Fidelity Investments February 2012 - Present
Ronald R Grambling PC May 2010 - January 2012
Skills
General Ledger, Accruals
Education
University of Oklahoma - Price College of Business 2006 — 2010
Bachelor of Business Administration, Accounting
Laura Perdue Laura Perdue's Fidelity Investments Experience April 2013 - Present
Job Senior Manager, Contract Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2013 - Present
Marketing Consulting 2012 - 2012
Xignite 2012 - 2012
Chi-X Global Technology November 2008 - April 2011
Cicada Companies December 1998 - November 2008
Dow Jones Markets (Telerate) June 1997 - June 1998
Skills
Strategy, Start-ups, Product Management, Public Relations, International Business, Media Relations, CRM
Education
University of Oklahoma
Bachelor's Degree, Finance
Fidelity Investments April 2013 - Present
Marketing Consulting 2012 - 2012
Xignite 2012 - 2012
Chi-X Global Technology November 2008 - April 2011
Cicada Companies December 1998 - November 2008
Dow Jones Markets (Telerate) June 1997 - June 1998
Skills
Strategy, Start-ups, Product Management, Public Relations, International Business, Media Relations, CRM
Education
University of Oklahoma
Bachelor's Degree, Finance
Sarah A. Connors's Fidelity Investments Experience June 2013 - August 2013
Job Digital Sales Assistant @ Discovery Communications
Industry Online Media
Experience
Discovery Communications September 2015 - Present
Simulmedia, Inc. May 2015 - August 2015
Schurz Communications January 2015 - May 2015
iHeartMedia June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
The Weinstein Company May 2013 - May 2013
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.)
University of Notre Dame - Mendoza College of Business 2011 — 2015
Discovery Communications September 2015 - Present
Simulmedia, Inc. May 2015 - August 2015
Schurz Communications January 2015 - May 2015
iHeartMedia June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
The Weinstein Company May 2013 - May 2013
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.)
University of Notre Dame - Mendoza College of Business 2011 — 2015
David Rossien's Fidelity Investments Experience 1994 - 1996
Job President at Princeton FinTech Advisors
Industry Information Technology and Services
Experience
Princeton FinTech Advisors October 2013 - Present
Bloomberg Wealth/BloombergBlack August 2010 - August 2013
Quantal International July 2009 - August 2010
Bullrun Financial November 2006 - February 2010
ADVENTIS Corporation August 1999 - May 2006
Epsilon 1998 - 1999
North American Security Life 1996 - 1998
Fidelity Investments 1994 - 1996
Merrill Lynch 1983 - 1994
Skills
Product Management, Management Consulting, Product Development, Financial Services, Business Strategy, IT Management, IT Strategy, Human Resources, Staff Development, Business Analysis, Big Data Management and..., Strategy, Go-to-market Strategy, Cloud Computing, Analytics, Change Management, CRM, Management, Team Leadership, Project Management, Start-ups, Business Planning, Integration, Program Management, Software Development, Outsourcing, Leadership, Agile Methodologies, Consulting, Telecommunications, ITIL, Strategic Planning, SaaS, Vendor Management, Enterprise Software, Business Intelligence, Professional Services, Mobile Devices, Strategic Partnerships, Databases, Competitive Analysis, PMO, Software Project..., Security, Enterprise Architecture, E-commerce, SDLC, Team Building
Education
University of Pennsylvania (Wharton)
Master of Business Administration (M.B.A.)
University of Pennsylvania
MSEE
University of Pennsylvania
BSEE
Princeton FinTech Advisors October 2013 - Present
Bloomberg Wealth/BloombergBlack August 2010 - August 2013
Quantal International July 2009 - August 2010
Bullrun Financial November 2006 - February 2010
ADVENTIS Corporation August 1999 - May 2006
Epsilon 1998 - 1999
North American Security Life 1996 - 1998
Fidelity Investments 1994 - 1996
Merrill Lynch 1983 - 1994
Skills
Product Management, Management Consulting, Product Development, Financial Services, Business Strategy, IT Management, IT Strategy, Human Resources, Staff Development, Business Analysis, Big Data Management and..., Strategy, Go-to-market Strategy, Cloud Computing, Analytics, Change Management, CRM, Management, Team Leadership, Project Management, Start-ups, Business Planning, Integration, Program Management, Software Development, Outsourcing, Leadership, Agile Methodologies, Consulting, Telecommunications, ITIL, Strategic Planning, SaaS, Vendor Management, Enterprise Software, Business Intelligence, Professional Services, Mobile Devices, Strategic Partnerships, Databases, Competitive Analysis, PMO, Software Project..., Security, Enterprise Architecture, E-commerce, SDLC, Team Building
Education
University of Pennsylvania (Wharton)
Master of Business Administration (M.B.A.)
University of Pennsylvania
MSEE
University of Pennsylvania
BSEE
Derek Dobecki, CFA, CFP®'s Fidelity Investments Experience June 2005 - March 2006
Job Managing Director at SCS Financial
Industry Financial Services
Experience
Fidelity Investments June 2005 - March 2006
Ironwood Capital Management June 2002 - May 2005
Banc of America Securities August 1997 - February 2002
Arthur Andersen 1991 - 1995
Skills
Investments, Market Research, Asset Allocation, Equities, Strategic Planning, Strategy, Risk Management, Estate Planning, Portfolio Management, Finance, Management, Mergers & Acquisitions, High Net Worth..., Hedge Funds
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
University of Notre Dame 1987 — 1991
BBA
Duxbury High school 1983 — 1987
Fidelity Investments June 2005 - March 2006
Ironwood Capital Management June 2002 - May 2005
Banc of America Securities August 1997 - February 2002
Arthur Andersen 1991 - 1995
Skills
Investments, Market Research, Asset Allocation, Equities, Strategic Planning, Strategy, Risk Management, Estate Planning, Portfolio Management, Finance, Management, Mergers & Acquisitions, High Net Worth..., Hedge Funds
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
University of Notre Dame 1987 — 1991
BBA
Duxbury High school 1983 — 1987
Arpita Sullivan's Fidelity Investments Experience September 2006 - May 2008
Job Retirement Plan Product Professional
Industry Financial Services
Experience
Fidelity Investments September 2006 - May 2008
Fidelity Investments September 2005 - September 2006
Fidelity Investments April 2003 - September 2005
Skills
Program Management, Business Analysis, Vendor Management, Financial Services, Process Improvement, Retirement Planning
Education
University of Pennsylvania 1992 — 1995
Fidelity Investments September 2006 - May 2008
Fidelity Investments September 2005 - September 2006
Fidelity Investments April 2003 - September 2005
Skills
Program Management, Business Analysis, Vendor Management, Financial Services, Process Improvement, Retirement Planning
Education
University of Pennsylvania 1992 — 1995
Anna Maria DiDio's Fidelity Investments Experience 2005 - July 2005
Job Senior Director Employee Relations at Pfizer
Industry Pharmaceuticals
Experience
Pfizer October 2009 - Present
Wyeth April 2006 - October 2009
Fidelity Investments 2005 - July 2005
Fiserv 1998 - 2005
American Water 1988 - 1998
Skills
Change Management, Team Building, Employee Relations, Performance Management, Human Resources, Coaching, Leadership
Education
University of Pennsylvania 1978 — 1980
MSW, Family Specialization
Villanova University 1974 — 1978
BA, Psychology
Pfizer October 2009 - Present
Wyeth April 2006 - October 2009
Fidelity Investments 2005 - July 2005
Fiserv 1998 - 2005
American Water 1988 - 1998
Skills
Change Management, Team Building, Employee Relations, Performance Management, Human Resources, Coaching, Leadership
Education
University of Pennsylvania 1978 — 1980
MSW, Family Specialization
Villanova University 1974 — 1978
BA, Psychology
Eric Sexton's Fidelity Investments Experience 1991 - 1997
Job Application Analyst II Business Systems
Industry Information Technology and Services
Experience
Texas Health Resources November 2012 - Present
Texas Health Resources February 2012 - January 2013
Texas Health Resources July 2009 - April 2012
Texas Health Resources February 2008 - July 2009
Independent Contractor July 2001 - November 2007
Southwest Securities 1997 - 1999
Fidelity Investments 1991 - 1997
Hall Financial Group July 1990 - November 1991
National Legal Databases January 1989 - March 1990
General Computer Systems August 1987 - July 1988
Skills
Healthcare Information..., ITIL, IT Service Management, ITIL v3 Foundations..., Vendor Management, HIPAA, SharePoint, Call Centers, IT Management, PMP, Technical Support, Active Directory, Disaster Recovery, IT Operations, Process Improvement, Software Documentation, Troubleshooting
Education
University of Oklahoma 1981 — 1986
BBA, Management Information Systems, General
Texas Health Resources November 2012 - Present
Texas Health Resources February 2012 - January 2013
Texas Health Resources July 2009 - April 2012
Texas Health Resources February 2008 - July 2009
Independent Contractor July 2001 - November 2007
Southwest Securities 1997 - 1999
Fidelity Investments 1991 - 1997
Hall Financial Group July 1990 - November 1991
National Legal Databases January 1989 - March 1990
General Computer Systems August 1987 - July 1988
Skills
Healthcare Information..., ITIL, IT Service Management, ITIL v3 Foundations..., Vendor Management, HIPAA, SharePoint, Call Centers, IT Management, PMP, Technical Support, Active Directory, Disaster Recovery, IT Operations, Process Improvement, Software Documentation, Troubleshooting
Education
University of Oklahoma 1981 — 1986
BBA, Management Information Systems, General
Clare Richer's Fidelity Investments Experience October 1983 - July 2008
Job CFO at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2008 - Present
Fidelity Investments October 1983 - July 2008
Education
University of Notre Dame 1976 — 1980
Putnam Investments December 2008 - Present
Fidelity Investments October 1983 - July 2008
Education
University of Notre Dame 1976 — 1980
Dan Dentinger's Fidelity Investments Experience October 2004 - May 2014
Job Software Architect at Kroger
Industry Computer Software
Experience
Kroger May 2014 - Present
Fidelity Investments October 2004 - May 2014
Rich Web Experience 2011 - 2011
University of Notre Dame May 2003 - August 2005
University of Notre Dame August 2001 - May 2003
Skills
SDLC, Java, Unix, Spring, SQL, Software Development, Analysis, Agile Methodologies, Requirements Analysis, Java Enterprise Edition, Cassandra, TDD, Web Services, Jenkins, Maven, Software Engineering, Jetty, Tomcat, XML, PL/SQL, Test Driven Development
Education
University of Notre Dame 2001 — 2005
Masters of Engineering, Computer Science
Xavier University 1997 — 2001
St. Xavier 1993 — 1997
Kroger May 2014 - Present
Fidelity Investments October 2004 - May 2014
Rich Web Experience 2011 - 2011
University of Notre Dame May 2003 - August 2005
University of Notre Dame August 2001 - May 2003
Skills
SDLC, Java, Unix, Spring, SQL, Software Development, Analysis, Agile Methodologies, Requirements Analysis, Java Enterprise Edition, Cassandra, TDD, Web Services, Jenkins, Maven, Software Engineering, Jetty, Tomcat, XML, PL/SQL, Test Driven Development
Education
University of Notre Dame 2001 — 2005
Masters of Engineering, Computer Science
Xavier University 1997 — 2001
St. Xavier 1993 — 1997
Leigh Roy's Fidelity Investments Experience 2009 - 2012
Job New mom!
Industry Real Estate
Experience
Fidelity Investments 2009 - 2012
Fidelity Investments 2006 - 2009
Skills
Corporate Real Estate, Commercial Real Estate, Real Estate, Project Management
Education
University of Ottawa
Fidelity Investments 2009 - 2012
Fidelity Investments 2006 - 2009
Skills
Corporate Real Estate, Commercial Real Estate, Real Estate, Project Management
Education
University of Ottawa
Ami Joseph's Fidelity Investments Experience 2006 - January 2009
Job Global Technology Equity Research
Industry Financial Services
Experience
Joseph Capital Partners LLC August 2011 - Present
Putnam Investments March 2009 - July 2011
Fidelity Investments 2006 - January 2009
Thomas Weisel Partners 2003 - 2006
Skills
Equity Research, Equities, Investment Management, Hedge Funds, Investor Relations, Strategy, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Investments, Equity Valuation, Asset Allocation, Mutual Funds, Emerging Markets, Asset Management, Portfolio Management, Capital Markets, Financial Analysis, Private Equity
Education
University of Pennsylvania 1994 — 1998
Joseph Capital Partners LLC August 2011 - Present
Putnam Investments March 2009 - July 2011
Fidelity Investments 2006 - January 2009
Thomas Weisel Partners 2003 - 2006
Skills
Equity Research, Equities, Investment Management, Hedge Funds, Investor Relations, Strategy, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Investments, Equity Valuation, Asset Allocation, Mutual Funds, Emerging Markets, Asset Management, Portfolio Management, Capital Markets, Financial Analysis, Private Equity
Education
University of Pennsylvania 1994 — 1998
Russ Kassatly's Fidelity Investments Experience November 2013 - Present
Job Vice President, Finance
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
a Financial Services firm July 2008 - October 2013
EMC October 1998 - February 2008
Education
University of Notre Dame 1990 — 1994
Westborough High School
Fidelity Investments November 2013 - Present
a Financial Services firm July 2008 - October 2013
EMC October 1998 - February 2008
Education
University of Notre Dame 1990 — 1994
Westborough High School
Alicia Hutson's Fidelity Investments Experience January 2012 - Present
Job Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Goldman Sachs August 2008 - November 2011
Fidelity Investments 1994 - 2008
Skills
Financial Services, Change Management, Process Improvement, Risk Management, Leadership, Business Analysis, Customer Service, Project Management, Microsoft Excel, Investments
Education
University of Oregon
B.A, Poli Sci
Fidelity Investments January 2012 - Present
Goldman Sachs August 2008 - November 2011
Fidelity Investments 1994 - 2008
Skills
Financial Services, Change Management, Process Improvement, Risk Management, Leadership, Business Analysis, Customer Service, Project Management, Microsoft Excel, Investments
Education
University of Oregon
B.A, Poli Sci
Holly Quinn's Fidelity Investments Experience August 2000 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2000 - Present
Fidelity Investments 2000 - 2009
Exxon Mobil Corporation September 1989 - August 2000
Education
University of Oklahoma
Fidelity Investments August 2000 - Present
Fidelity Investments 2000 - 2009
Exxon Mobil Corporation September 1989 - August 2000
Education
University of Oklahoma
Richard Harkey's Fidelity Investments Experience July 2003 - July 2006
Job Vice President & Business Architect (Enterprise Business Analysis / Project Management Office)
Industry Financial Services
Experience
Pershing LLC March 2008 - Present
Bear Stearns & Co. October 2006 - November 2007
Fidelity Investments July 2003 - July 2006
UBS/PaineWebber March 1987 - July 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued.... 1987 - 2003
UBS / PaineWebber, continued 1987 - 2003
Skills
Securities, Financial Services, Investments, Asset Managment, Financial Analysis, Business Analysis, Financial Product..., Brokerage pricing,..., Soft Dollars, Business Process..., Directed Transactions, Trade Billing System
Education
University of Oregon 1980 — 1983
MBA, Finance & Accounting
Utah State University 1973 — 1977
B.S., Natural Resources, forestry
Pershing LLC March 2008 - Present
Bear Stearns & Co. October 2006 - November 2007
Fidelity Investments July 2003 - July 2006
UBS/PaineWebber March 1987 - July 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued.... 1987 - 2003
UBS / PaineWebber, continued 1987 - 2003
Skills
Securities, Financial Services, Investments, Asset Managment, Financial Analysis, Business Analysis, Financial Product..., Brokerage pricing,..., Soft Dollars, Business Process..., Directed Transactions, Trade Billing System
Education
University of Oregon 1980 — 1983
MBA, Finance & Accounting
Utah State University 1973 — 1977
B.S., Natural Resources, forestry
Linda Kelleher Knee's Fidelity Investments Experience September 1991 - February 1994
Job Proposal Content Document Manager at InterSystems
Industry Computer Software
Experience
InterSystems May 2012 - Present
InterSystems March 2001 - May 2012
Fidelity Investments September 1991 - February 1994
CSC Consulting September 1986 - September 1991
John Hancock August 1985 - August 1986
NECS June 1984 - August 1984
Skills
Requirements Analysis, Business Analysis, Software Development, Visio, SDLC, Writing, Word, Technical Writing, Excel, PowerPoint, XML, Microsoft Office, Windows, Documentation, Problem Solving, Editing
Education
University of Notre Dame 1981 — 1985
BS, Mathematics - Computer Concentration
Lynnfield High School 1978 — 1981
InterSystems May 2012 - Present
InterSystems March 2001 - May 2012
Fidelity Investments September 1991 - February 1994
CSC Consulting September 1986 - September 1991
John Hancock August 1985 - August 1986
NECS June 1984 - August 1984
Skills
Requirements Analysis, Business Analysis, Software Development, Visio, SDLC, Writing, Word, Technical Writing, Excel, PowerPoint, XML, Microsoft Office, Windows, Documentation, Problem Solving, Editing
Education
University of Notre Dame 1981 — 1985
BS, Mathematics - Computer Concentration
Lynnfield High School 1978 — 1981
Nicholas Corbett's Fidelity Investments Experience September 2001 - March 2003
Job Senior Program Director
Industry Financial Services
Experience
National Financial Services- A Fidelity Investments Company January 2012 - Present
National Financial May 2006 - January 2012
National Financial March 2003 - May 2006
Fidelity Investments September 2001 - March 2003
Fidelity Invesments May 1996 - September 2001
Fidelity Investments August 1993 - May 1996
Skills
Financial Services, Management, Customer Service, Employee Training, E-Learning, HTML, Adult Education, Program Management, Compliance, Instructional Design, Training Delivery, Instructor-led Training, Technical Training, Securities, Series 63
Education
University of Oklahoma 1987 — 1992
Bachelor of Arts- Journalism, Advertising, emphasis English
National Financial Services- A Fidelity Investments Company January 2012 - Present
National Financial May 2006 - January 2012
National Financial March 2003 - May 2006
Fidelity Investments September 2001 - March 2003
Fidelity Invesments May 1996 - September 2001
Fidelity Investments August 1993 - May 1996
Skills
Financial Services, Management, Customer Service, Employee Training, E-Learning, HTML, Adult Education, Program Management, Compliance, Instructional Design, Training Delivery, Instructor-led Training, Technical Training, Securities, Series 63
Education
University of Oklahoma 1987 — 1992
Bachelor of Arts- Journalism, Advertising, emphasis English
Meghan Kindelan's Fidelity Investments Experience June 2009 - August 2014
Job Financial/Actuarial Analyst John Hancock
Industry Financial Services
Experience
John Hancock Financial Services September 2014 - Present
Fidelity Investments June 2009 - August 2014
Skills
Microsoft Excel, Employee Benefits, Pensions, Actuarial Consulting
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
John Hancock Financial Services September 2014 - Present
Fidelity Investments June 2009 - August 2014
Skills
Microsoft Excel, Employee Benefits, Pensions, Actuarial Consulting
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Shoush, Nick's Fidelity Investments Experience July 2013 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments July 2011 - June 2013
Fidelity Investments November 2006 - June 2011
Education
University of Oklahoma 1999 — 2004
Economics
Fidelity Investments July 2013 - Present
Fidelity Investments July 2011 - June 2013
Fidelity Investments November 2006 - June 2011
Education
University of Oklahoma 1999 — 2004
Economics
Jim Klauer's Fidelity Investments Experience January 2007 - Present
Job Vice President Client Services at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments July 2004 - December 2006
Fidelity Investments January 2001 - June 2004
Fidelity Investments March 2000 - December 2000
Fidelity Investments January 1998 - February 2000
Fidelity Investments April 1995 - December 1997
Ernst & Young September 1992 - March 1995
Education
University of Notre Dame 1988 — 1992
BBA, Management Information Systems
Fidelity Investments January 2007 - Present
Fidelity Investments July 2004 - December 2006
Fidelity Investments January 2001 - June 2004
Fidelity Investments March 2000 - December 2000
Fidelity Investments January 1998 - February 2000
Fidelity Investments April 1995 - December 1997
Ernst & Young September 1992 - March 1995
Education
University of Notre Dame 1988 — 1992
BBA, Management Information Systems
RC Liley's Fidelity Investments Experience June 2012 - February 2014
Job Stayathome dad and owner of the blog Going Dad (http://goingdad.com/)
Industry Internet
Experience
Raising My Daughter January 2014 - Present
Fidelity Investments June 2012 - February 2014
Fidelity Investments April 2007 - June 2012
Whole Foods Market May 2006 - May 2007
Skills
Accounting, Customer Service, Social Media, Social Media Marketing, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Office, Account Reconciliation, Cooking, Accounts Receivable, Accounts Payable, Access, Outlook, Data Entry, Budgets, Inventory Management, PowerPoint, Analytical Skills, Financial Analysis, General Ledger, Retail, Data Analysis, Software Documentation, Healthy Eating, Healthy Lifestyles, Exercise, Long Distance Running, Nutrition, Food & Beverage, Weight Training, Strength & Conditioning
Education
University of Oklahoma 2005 — 2006
Finance, Finance, Accounting
Raising My Daughter January 2014 - Present
Fidelity Investments June 2012 - February 2014
Fidelity Investments April 2007 - June 2012
Whole Foods Market May 2006 - May 2007
Skills
Accounting, Customer Service, Social Media, Social Media Marketing, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Office, Account Reconciliation, Cooking, Accounts Receivable, Accounts Payable, Access, Outlook, Data Entry, Budgets, Inventory Management, PowerPoint, Analytical Skills, Financial Analysis, General Ledger, Retail, Data Analysis, Software Documentation, Healthy Eating, Healthy Lifestyles, Exercise, Long Distance Running, Nutrition, Food & Beverage, Weight Training, Strength & Conditioning
Education
University of Oklahoma 2005 — 2006
Finance, Finance, Accounting
Lance Grenier's Fidelity Investments Experience 1995 - 1998
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group November 1999 - Present
Fidelity Investments 1995 - 1998
Education
University of Oklahoma 1974 — 1978
Bachelors in Business Administration, Management, Finance
The Vanguard Group November 1999 - Present
Fidelity Investments 1995 - 1998
Education
University of Oklahoma 1974 — 1978
Bachelors in Business Administration, Management, Finance
Sydney Brainard's Fidelity Investments Experience January 1995 - January 1999
Job Self Employed
Industry Writing and Editing
Experience
Sabbatical August 2014 - Present
USACE Resident Office- Amarillo/Pantex December 2006 - August 2014
Corporate Systems May 1999 - July 2004
Fidelity Investments January 1995 - January 1999
Fidelity Investments January 1993 - January 1995
Fidelity Investments January 1991 - January 1992
Fidelity Investments January 1987 - January 1991
Skills
Word, MS Office Suite, Documentation, Customer Service, Microsoft Office, Administration, Construction, MS Project, Visio, Customer Relations, Excel, PowerPoint, Problem Solving, Troubleshooting, Outlook, Software Documentation, Microsoft Excel, System Administration, Microsoft Word, Leadership, Access, Management, Training, Process Scheduler, Business Analysis, Government, Human Resources, Project Planning, Quality Assurance, Analysis, Program Management, Team Leadership, Team Building, Budgets, Policy, Project Management, Strategic Planning, Time Management, Operations Management, Risk Management, Microsoft Project
Education
University of Oklahoma 1972 — 1978
B.S.E, Social Studies Education and English
Sabbatical August 2014 - Present
USACE Resident Office- Amarillo/Pantex December 2006 - August 2014
Corporate Systems May 1999 - July 2004
Fidelity Investments January 1995 - January 1999
Fidelity Investments January 1993 - January 1995
Fidelity Investments January 1991 - January 1992
Fidelity Investments January 1987 - January 1991
Skills
Word, MS Office Suite, Documentation, Customer Service, Microsoft Office, Administration, Construction, MS Project, Visio, Customer Relations, Excel, PowerPoint, Problem Solving, Troubleshooting, Outlook, Software Documentation, Microsoft Excel, System Administration, Microsoft Word, Leadership, Access, Management, Training, Process Scheduler, Business Analysis, Government, Human Resources, Project Planning, Quality Assurance, Analysis, Program Management, Team Leadership, Team Building, Budgets, Policy, Project Management, Strategic Planning, Time Management, Operations Management, Risk Management, Microsoft Project
Education
University of Oklahoma 1972 — 1978
B.S.E, Social Studies Education and English
Alex Dogariu, CFA's Fidelity Investments Experience June 2007 - February 2010
Job Tech/Internet Investor at Moto Capital
Industry Investment Management
Experience
Asian Century Quest Capital February 2010 - December 2013
Fidelity Investments June 2007 - February 2010
The Wharton School 2004 - 2006
The Wharton School 2004 - 2005
Education
University of Pennsylvania 2003 — 2007
Bachelor's degree, Mathematics
University of Pennsylvania 2003 — 2007
Bachelor's degree, Economics
Asian Century Quest Capital February 2010 - December 2013
Fidelity Investments June 2007 - February 2010
The Wharton School 2004 - 2006
The Wharton School 2004 - 2005
Education
University of Pennsylvania 2003 — 2007
Bachelor's degree, Mathematics
University of Pennsylvania 2003 — 2007
Bachelor's degree, Economics
Bryan Troutman's Fidelity Investments Experience October 2013 - Present
Job VP Global Network Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments January 2012 - October 2013
Fidelity Investments, Fidelity Technology Group 2000 - January 2012
Planning Technologies, Inc./Red Hat, INC. 1998 - 2000
Skills
Vendor Management, Process Improvement, Disaster Recovery, Risk Management, Data Center, Project Management, Capacity Planning, Visio, SDLC, Change Management, Requirements Analysis, ITIL, Routing, WAN, Networking, Firewalls, Enterprise Architecture, Management
Education
University of Oklahoma 1990 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Fidelity Investments October 2013 - Present
Fidelity Investments January 2012 - October 2013
Fidelity Investments, Fidelity Technology Group 2000 - January 2012
Planning Technologies, Inc./Red Hat, INC. 1998 - 2000
Skills
Vendor Management, Process Improvement, Disaster Recovery, Risk Management, Data Center, Project Management, Capacity Planning, Visio, SDLC, Change Management, Requirements Analysis, ITIL, Routing, WAN, Networking, Firewalls, Enterprise Architecture, Management
Education
University of Oklahoma 1990 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Jason Comer, CFP® ChFC ®'s Fidelity Investments Experience July 2000 - February 2010
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
USAA March 2011 - August 2014
TD Ameritrade February 2010 - March 2011
Fidelity Investments July 2000 - February 2010
Education
University of Oklahoma 1991 — 1996
BA, Sociology
TIAA-CREF August 2014 - Present
USAA March 2011 - August 2014
TD Ameritrade February 2010 - March 2011
Fidelity Investments July 2000 - February 2010
Education
University of Oklahoma 1991 — 1996
BA, Sociology
Sean Crockett's Fidelity Investments Experience August 2006 - Present
Job District Vice_President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
Fidelity Investments August 2004 - August 2006
CIBC Imperial Service October 2003 - August 2004
BMO Nesbitt Burns January 2000 - June 2003
ScotiaMcLeod March 1998 - December 1999
Skills
Estate Planning, Asset Allocation, Investments, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Sales, Investment Strategies, Financial Advisory, Fixed Income, Equities, Business Strategy, Practice Management, Investment Advisory, Personal Financial..., Certified Financial..., Portfolio Management, High Net Worth..., Retirement Planning, ETFs, Financial Services, Series 63, Alternative Investments, Securities
Education
Financial Planning Standards Council 1999 — 1999
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1987 — 1997
Professional Financial Planning Course
Canadian Securites Institure 1996 — 1996
Conduct and Practices Handbook
University of Ottawa 1992 — 1996
B Comm, Finance/Entrpreneurial Management
Canadian Securities Institute 1993 — 1993
Canadian Securiteis Course
Fidelity Investments August 2006 - Present
Fidelity Investments August 2004 - August 2006
CIBC Imperial Service October 2003 - August 2004
BMO Nesbitt Burns January 2000 - June 2003
ScotiaMcLeod March 1998 - December 1999
Skills
Estate Planning, Asset Allocation, Investments, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Sales, Investment Strategies, Financial Advisory, Fixed Income, Equities, Business Strategy, Practice Management, Investment Advisory, Personal Financial..., Certified Financial..., Portfolio Management, High Net Worth..., Retirement Planning, ETFs, Financial Services, Series 63, Alternative Investments, Securities
Education
Financial Planning Standards Council 1999 — 1999
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1987 — 1997
Professional Financial Planning Course
Canadian Securites Institure 1996 — 1996
Conduct and Practices Handbook
University of Ottawa 1992 — 1996
B Comm, Finance/Entrpreneurial Management
Canadian Securities Institute 1993 — 1993
Canadian Securiteis Course
Andrea Ignatoff's Fidelity Investments Experience 1995 - 2009
Job Communications
Industry Marketing and Advertising
Experience
Ignatoff Communications January 1993 - Present
Fidelity Investments 1995 - 2009
Arthur D. Little May 2000 - June 2000
Putnam Investments 1993 - 1998
KPMG 1994 - 1997
Pioneering Services Corp. 1988 - 1992
Skills
Instructional Design, Technical Documentation, Marketing Communications, Writing, Events Organisation, ESL
Education
University of Wisconsin-Madison
MA, Anthropology
University of Pennsylvania
BA, Latin American Studies
Ignatoff Communications January 1993 - Present
Fidelity Investments 1995 - 2009
Arthur D. Little May 2000 - June 2000
Putnam Investments 1993 - 1998
KPMG 1994 - 1997
Pioneering Services Corp. 1988 - 1992
Skills
Instructional Design, Technical Documentation, Marketing Communications, Writing, Events Organisation, ESL
Education
University of Wisconsin-Madison
MA, Anthropology
University of Pennsylvania
BA, Latin American Studies
Molly Sanborn's Fidelity Investments Experience July 2005 - July 2009
Job Finance Manager at Best Buy
Industry Retail
Experience
Best Buy September 2013 - Present
Best Buy July 2011 - September 2013
University of Virginia, Darden School of Business August 2009 - May 2011
Best Buy May 2010 - August 2010
Fidelity Investments July 2005 - July 2009
Skills
Financial Modeling, Finance, Financial Analysis, Forecasting, Corporate Finance, Auditing, Valuation, Strategy, Competitive Analysis, Project Management
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
University of Notre Dame 2001 — 2005
BBA, Finance
Best Buy September 2013 - Present
Best Buy July 2011 - September 2013
University of Virginia, Darden School of Business August 2009 - May 2011
Best Buy May 2010 - August 2010
Fidelity Investments July 2005 - July 2009
Skills
Financial Modeling, Finance, Financial Analysis, Forecasting, Corporate Finance, Auditing, Valuation, Strategy, Competitive Analysis, Project Management
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
University of Notre Dame 2001 — 2005
BBA, Finance
Michele Ruttenberg's Fidelity Investments Experience April 1998 - August 2000
Job CI and Market Research Professional
Industry Marketing and Advertising
Experience
Homesite Group, Inc. January 2012 - Present
The Miriam Hospital (Lifespan) October 2009 - 2011
Michele Ruttenberg and Associates January 2002 - May 2007
John Hancock Life Insurance Company (U.S.A.) September 2000 - January 2002
Fidelity Investments April 1998 - August 2000
Fidelity Investments May 1992 - March 1998
Skills
Analysis, Segmentation, Competitive Analysis, Quantitative Research, Focus Groups, Market Research, Marketing, Management, Competitive Intelligence, Qualitative Research, Customer Insight, Lead Generation, Product Development, Project Planning, Business Planning, Leadership, Strategy, Product Management, Market Analysis, CRM, Data Analysis, Marketing Research, Analytics
Education
University of Pennsylvania
BA, High Honors
Homesite Group, Inc. January 2012 - Present
The Miriam Hospital (Lifespan) October 2009 - 2011
Michele Ruttenberg and Associates January 2002 - May 2007
John Hancock Life Insurance Company (U.S.A.) September 2000 - January 2002
Fidelity Investments April 1998 - August 2000
Fidelity Investments May 1992 - March 1998
Skills
Analysis, Segmentation, Competitive Analysis, Quantitative Research, Focus Groups, Market Research, Marketing, Management, Competitive Intelligence, Qualitative Research, Customer Insight, Lead Generation, Product Development, Project Planning, Business Planning, Leadership, Strategy, Product Management, Market Analysis, CRM, Data Analysis, Marketing Research, Analytics
Education
University of Pennsylvania
BA, High Honors
Megan Takeda, CFA's Fidelity Investments Experience August 2011 - Present
Job Senior Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments August 2010 - August 2011
RBC Dominion Securities June 2007 - April 2010
Skills
Equities, Investment Management, Investments, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Ottawa 2003 — 2007
Bachelor in Commerce, Finance
Fidelity Investments August 2011 - Present
Fidelity Investments August 2010 - August 2011
RBC Dominion Securities June 2007 - April 2010
Skills
Equities, Investment Management, Investments, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Ottawa 2003 — 2007
Bachelor in Commerce, Finance
Henky Halim's Fidelity Investments Experience June 2010 - Present
Job Senior Manager, Strategic Sourcing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
SUN LIFE FINANCIAL January 2010 - 2010
AEGON CANADA October 2008 - October 2009
ING DIRECT January 2007 - September 2008
HSBC April 2004 - August 2006
HSBC September 2003 - August 2006
HSBC May 2001 - September 2003
HSBC September 1999 - May 2001
Personal Banking January 1997 - September 1999
Skills
Procurement, Strategic Sourcing, Negotiation, Supplier Management, Cost Reduction, Contract Management, Purchasing, Supply Chain Management, Contract Negotiation, Spend Analysis, Sourcing, Customer Service, Customer Relations, E-procurement, Vendor Management, eSourcing, Global Sourcing, Sourcing & Procurement, Category Management, Vendor Relations, RFP, Vendor, Outsourcing, Supply Chain, Contract Negotiations, SLA, Supply Management, Management, Leadership, Operations Management, Analysis, Project Planning
Education
University of Oregon 1993 — 1996
B. Sc
Fidelity Investments June 2010 - Present
SUN LIFE FINANCIAL January 2010 - 2010
AEGON CANADA October 2008 - October 2009
ING DIRECT January 2007 - September 2008
HSBC April 2004 - August 2006
HSBC September 2003 - August 2006
HSBC May 2001 - September 2003
HSBC September 1999 - May 2001
Personal Banking January 1997 - September 1999
Skills
Procurement, Strategic Sourcing, Negotiation, Supplier Management, Cost Reduction, Contract Management, Purchasing, Supply Chain Management, Contract Negotiation, Spend Analysis, Sourcing, Customer Service, Customer Relations, E-procurement, Vendor Management, eSourcing, Global Sourcing, Sourcing & Procurement, Category Management, Vendor Relations, RFP, Vendor, Outsourcing, Supply Chain, Contract Negotiations, SLA, Supply Management, Management, Leadership, Operations Management, Analysis, Project Planning
Education
University of Oregon 1993 — 1996
B. Sc
Kay May's Fidelity Investments Experience 2005 - 2012
Job Operations Project Manager at Fidelity FMRC
Industry Financial Services
Experience
Fidelity FMRC August 2005 - Present
Fidelity Investments 2005 - 2012
SchoolStart 2002 - 2004
Crown Pointe Academy 1996 - 2002
Skills
PMO, Financial Services, Risk Management, Business Process, Project Portfolio..., Benefits Administration, Relationship Management, Salesforce.com, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 1972 — 1977
Bachelor of Science, Business Administration, Management and Operations
Fidelity FMRC August 2005 - Present
Fidelity Investments 2005 - 2012
SchoolStart 2002 - 2004
Crown Pointe Academy 1996 - 2002
Skills
PMO, Financial Services, Risk Management, Business Process, Project Portfolio..., Benefits Administration, Relationship Management, Salesforce.com, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 1972 — 1977
Bachelor of Science, Business Administration, Management and Operations
Mary Sirkel's Fidelity Investments Experience 1982 - 1989
Job HR Professional with expertise in ODL
Industry Human Resources
Experience
MRC Global September 2008 - July 2014
ASTD NEOK 2008 - 2009
BSW International July 2006 - September 2008
BSW International 2006 - 2008
Samson Resources 2004 - 2005
Fidelity Investments 1982 - 1989
Skills
Succession Planning, Employee Relations, Team Building, Change Management, Leadership Development, Project Management, Deferred Compensation, HRIS, Talent Management, Organizational..., Performance Management, Human Resources, Onboarding, Leadership, Employee Training, New Hire Orientations, Executive Coaching, Training, Personnel Management, Employee Engagement, Workforce Planning, Employee Benefits, Management, Interviews, Talent Acquisition, Negotiation, Organizational..., Recruiting, Strategic Planning, HR Policies, Process Improvement, Coaching, Labor Relations
Education
University of Oklahoma
Master of Human Relations, Organizational Development
MRC Global September 2008 - July 2014
ASTD NEOK 2008 - 2009
BSW International July 2006 - September 2008
BSW International 2006 - 2008
Samson Resources 2004 - 2005
Fidelity Investments 1982 - 1989
Skills
Succession Planning, Employee Relations, Team Building, Change Management, Leadership Development, Project Management, Deferred Compensation, HRIS, Talent Management, Organizational..., Performance Management, Human Resources, Onboarding, Leadership, Employee Training, New Hire Orientations, Executive Coaching, Training, Personnel Management, Employee Engagement, Workforce Planning, Employee Benefits, Management, Interviews, Talent Acquisition, Negotiation, Organizational..., Recruiting, Strategic Planning, HR Policies, Process Improvement, Coaching, Labor Relations
Education
University of Oklahoma
Master of Human Relations, Organizational Development
William Duserick's Fidelity Investments Experience February 2001 - Present
Job Vice President, Chief Privacy Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
Fidelity Investments August 1996 - January 2001
Accenture 1986 - 1996
Skills
Financial Services, Governance, Process Improvement, Banking, Vendor Management, FINRA, Business Process..., AML, Privacy Compliance, Risk Management, Enterprise Risk..., Operational Risk..., Securities, Securities Regulation, Financial Risk, Mutual Funds
Education
University of Notre Dame 1982 — 1986
B.A., Economics
Fidelity Investments February 2001 - Present
Fidelity Investments August 1996 - January 2001
Accenture 1986 - 1996
Skills
Financial Services, Governance, Process Improvement, Banking, Vendor Management, FINRA, Business Process..., AML, Privacy Compliance, Risk Management, Enterprise Risk..., Operational Risk..., Securities, Securities Regulation, Financial Risk, Mutual Funds
Education
University of Notre Dame 1982 — 1986
B.A., Economics
Morgan Vieth's Fidelity Investments Experience 2010 - August 2012
Job Senior Relationship Manager at Ceres Partners
Industry Financial Services
Experience
Ceres Partners November 2013 - Present
Fidelity Investments 2010 - August 2012
Fidelity Investments June 2010 - August 2010
Education
University of Notre Dame 2007 — 2011
Ceres Partners November 2013 - Present
Fidelity Investments 2010 - August 2012
Fidelity Investments June 2010 - August 2010
Education
University of Notre Dame 2007 — 2011
Kimberly Cahill's Fidelity Investments Experience March 2014 - Present
Job
Industry
Experience
Fidelity Investments March 2014 - Present
Education
University of Oklahoma
Fidelity Investments March 2014 - Present
Education
University of Oklahoma
Kenya Luvert's Fidelity Investments Experience March 2001 - July 2007
Job
Industry Government Relations
Experience
City of Eugene February 2009 - Present
Fidelity Investments March 2001 - July 2007
Invesco Aim September 1997 - September 2000
Education
University of Oregon 1992 — 1996
BS, School of Journalism
City of Eugene February 2009 - Present
Fidelity Investments March 2001 - July 2007
Invesco Aim September 1997 - September 2000
Education
University of Oregon 1992 — 1996
BS, School of Journalism
Daniel Kamp's Fidelity Investments Experience May 2008 - August 2008
Job Senior Revenue Analyst at Credit Karma
Industry Financial Services
Experience
Credit Karma December 2014 - Present
Capital One Auto Finance July 2012 - December 2014
Capital One Auto Finance July 2011 - July 2012
CVS Caremark Corporation February 2010 - August 2010
Fidelity Investments May 2008 - August 2008
Skills
SAS, SQL, C++, Portfolio Management, Economics, Loss Mitigation, Analytics, Unix
Education
University of Notre Dame 2006 — 2011
BA, Mathematics, Economics
Credit Karma December 2014 - Present
Capital One Auto Finance July 2012 - December 2014
Capital One Auto Finance July 2011 - July 2012
CVS Caremark Corporation February 2010 - August 2010
Fidelity Investments May 2008 - August 2008
Skills
SAS, SQL, C++, Portfolio Management, Economics, Loss Mitigation, Analytics, Unix
Education
University of Notre Dame 2006 — 2011
BA, Mathematics, Economics
Srinivas Dannya's Fidelity Investments Experience February 2011 - July 2012
Job Banking Professional
Industry Banking
Experience
Credit Suisse 2012 - Present
Fidelity Investments February 2011 - July 2012
Morgan Stanley June 2009 - January 2011
Skills
.NET, .NET Compact Framework, .NET Remoting, SharePoint, ASP.NET MVC, MVC, VB.NET, Oracle, Microsoft SQL Server, Financial Markets, Investment Banking
Education
Oxford University
Computer Science
Credit Suisse 2012 - Present
Fidelity Investments February 2011 - July 2012
Morgan Stanley June 2009 - January 2011
Skills
.NET, .NET Compact Framework, .NET Remoting, SharePoint, ASP.NET MVC, MVC, VB.NET, Oracle, Microsoft SQL Server, Financial Markets, Investment Banking
Education
Oxford University
Computer Science
Nicholas Penna's Fidelity Investments Experience March 2010 - Present
Job Vice President Structured Products at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Rampart Investment Management June 2007 - March 2010
Rampart Investment Management August 2004 - May 2007
Skills
Trading
Education
University of Notre Dame 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Fidelity Investments March 2010 - Present
Rampart Investment Management June 2007 - March 2010
Rampart Investment Management August 2004 - May 2007
Skills
Trading
Education
University of Notre Dame 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Anthony Chifari's Fidelity Investments Experience October 1989 - August 2004
Job Retirement Plans Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2005 - Present
The Principal Financial Group December 2004 - August 2005
Fidelity Investments October 1989 - August 2004
Skills
401k, Mutual Funds, Insurance, Retirement Planning, Investments, IRAs, Wealth Management, Series 7, Series 63, Securities, Retirement, Asset Allocation, Investment Advisory, Pensions, Program Management, Team Building, Leadership
Education
University of Notre Dame 1973 — 1977
Bachelor's degree, American Studies
ICMA-RC September 2005 - Present
The Principal Financial Group December 2004 - August 2005
Fidelity Investments October 1989 - August 2004
Skills
401k, Mutual Funds, Insurance, Retirement Planning, Investments, IRAs, Wealth Management, Series 7, Series 63, Securities, Retirement, Asset Allocation, Investment Advisory, Pensions, Program Management, Team Building, Leadership
Education
University of Notre Dame 1973 — 1977
Bachelor's degree, American Studies
Peter Dempsey's Fidelity Investments Experience October 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Oklahoma City Barons September 2012 - May 2014
University of Oklahoma August 2011 - May 2012
Skills
Social Skills, Communication Skills, Microsoft Office, Corporate Finance, Financial Accounting, Tax Accounting, Cost Accounting, Microsoft Excel, PowerPoint, Sports Marketing, Teamwork, Financial Analysis, QuickBooks, Sports, Sports Management, Microsoft Word, Accounting, Statistics, Economics, Financial Modeling, Financial Reporting, Spreadsheets
Education
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments October 2014 - Present
Oklahoma City Barons September 2012 - May 2014
University of Oklahoma August 2011 - May 2012
Skills
Social Skills, Communication Skills, Microsoft Office, Corporate Finance, Financial Accounting, Tax Accounting, Cost Accounting, Microsoft Excel, PowerPoint, Sports Marketing, Teamwork, Financial Analysis, QuickBooks, Sports, Sports Management, Microsoft Word, Accounting, Statistics, Economics, Financial Modeling, Financial Reporting, Spreadsheets
Education
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Daniel Bechtel's Fidelity Investments Experience June 2014 - August 2014
Job Tax Intern at PwC
Industry Financial Services
Experience
Fidelity Investments June 2014 - August 2014
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Finance Major and Applied and Computational Mathematics and Statistics (ACMS) Supplementary Major
Xaverian Brothers High School 2008 — 2012
Fidelity Investments June 2014 - August 2014
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Finance Major and Applied and Computational Mathematics and Statistics (ACMS) Supplementary Major
Xaverian Brothers High School 2008 — 2012
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank