Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Jared Vanwagoner Jared Vanwagoner's Fidelity Investments Experience June 2011 - September 2013
Job Financial Consultant
Industry Financial Services
Experience
Fidelty Investments December 2005 - Present
Fidelity Investments June 2011 - September 2013
Skills
Customer Service, Banking, Risk Management, Investments, Financial Services, Sales, Finance, Portfolio Management, Project Management, Vendor Management
Education
University of Phoenix 2010 — 2013
BS Management, Business Administration and Management, General
Fidelty Investments December 2005 - Present
Fidelity Investments June 2011 - September 2013
Skills
Customer Service, Banking, Risk Management, Investments, Financial Services, Sales, Finance, Portfolio Management, Project Management, Vendor Management
Education
University of Phoenix 2010 — 2013
BS Management, Business Administration and Management, General
Augustus B. Chip Wood Augustus B. Chip Wood's Fidelity Investments Experience March 2003 - April 2006
Job Product Manager at Black Knight Financial Services
Industry Financial Services
Experience
Black Knight Financial Services October 2014 - Present
Black Knight Financial Services (FKA LPS) February 2012 - Present
Bank of America February 2009 - February 2012
Contrywide Financial May 2006 - April 2008
Fidelity Investments March 2003 - April 2006
Verio 1998 - 2003
E-Systems 1995 - 1997
US Navy June 1986 - June 1994
Skills
Team Building, Strategic Planning, Business Analysis, Requirements Analysis, Cross-functional Team..., Change Management, Management Consulting, Strategic Consulting, Six Sigma, Project Management, Software Implementation..., Business Process, CRM, Strategy, Process Improvement, Start-ups, Project Planning, Analysis, Training, Integration, Management, Leadership, Call Centers, Software Documentation, Budgets, Risk Management, Business Process..., Agile & Waterfall...
Education
University of Phoenix 2001 — 2003
Bachelors Degree, Business
Black Knight Financial Services October 2014 - Present
Black Knight Financial Services (FKA LPS) February 2012 - Present
Bank of America February 2009 - February 2012
Contrywide Financial May 2006 - April 2008
Fidelity Investments March 2003 - April 2006
Verio 1998 - 2003
E-Systems 1995 - 1997
US Navy June 1986 - June 1994
Skills
Team Building, Strategic Planning, Business Analysis, Requirements Analysis, Cross-functional Team..., Change Management, Management Consulting, Strategic Consulting, Six Sigma, Project Management, Software Implementation..., Business Process, CRM, Strategy, Process Improvement, Start-ups, Project Planning, Analysis, Training, Integration, Management, Leadership, Call Centers, Software Documentation, Budgets, Risk Management, Business Process..., Agile & Waterfall...
Education
University of Phoenix 2001 — 2003
Bachelors Degree, Business
Camille Whittick Camille Whittick's Fidelity Investments Experience September 2007 - February 2009
Job Sales Director Saturn Infotech
Industry Information Technology and Services
Experience
Saturn Infotech, Inc. January 2014 - Present
North Penn United Way September 2014 - Present
CDW LLC January 2010 - December 2013
CDW February 2012 - January 2013
Fidelity Investments September 2007 - February 2009
Nuveen Investment April 2006 - May 2007
Nuveen Investments January 1996 - January 2007
Nuveen January 2001 - April 2006
Nuveen Investments January 1998 - January 2000
Rittenhouse Asset Management January 1996 - January 1998
Skills
Technology Sales, Consultative Selling, Account Management, Customer Relations, Territory, New Business Development, Problem Solving, Sales, Sales Operations, Customer Service, Selling, Management, Microsoft Network, Business Development, CRM, Recruiting, Analysis, Cold Calling, Sales Process, Insurance, Time Management, Solution Selling, Analytics, Pre-sales, Enterprise Software, SaaS, Business Process, Lead Generation, Channel Partners, Vendor Management, Cloud Computing, Strategy, Professional Services, Sales Management, Networking, Strategic Partnerships, Managed Services, Business Intelligence, Sales Presentations, Team Leadership, B2B, Data Center, Salesforce.com, Direct Sales, ERP, Customer Retention, Cross-functional Team..., Leadership, Strategic Planning, Business Analysis
Education
University of Phoenix 2001 — 2006
Bachelor of Science, Business Marketing
St Huberts
Diploma
Saturn Infotech, Inc. January 2014 - Present
North Penn United Way September 2014 - Present
CDW LLC January 2010 - December 2013
CDW February 2012 - January 2013
Fidelity Investments September 2007 - February 2009
Nuveen Investment April 2006 - May 2007
Nuveen Investments January 1996 - January 2007
Nuveen January 2001 - April 2006
Nuveen Investments January 1998 - January 2000
Rittenhouse Asset Management January 1996 - January 1998
Skills
Technology Sales, Consultative Selling, Account Management, Customer Relations, Territory, New Business Development, Problem Solving, Sales, Sales Operations, Customer Service, Selling, Management, Microsoft Network, Business Development, CRM, Recruiting, Analysis, Cold Calling, Sales Process, Insurance, Time Management, Solution Selling, Analytics, Pre-sales, Enterprise Software, SaaS, Business Process, Lead Generation, Channel Partners, Vendor Management, Cloud Computing, Strategy, Professional Services, Sales Management, Networking, Strategic Partnerships, Managed Services, Business Intelligence, Sales Presentations, Team Leadership, B2B, Data Center, Salesforce.com, Direct Sales, ERP, Customer Retention, Cross-functional Team..., Leadership, Strategic Planning, Business Analysis
Education
University of Phoenix 2001 — 2006
Bachelor of Science, Business Marketing
St Huberts
Diploma
Bill O'Connor Bill O'Connor's Fidelity Investments Experience June 2011 - August 2011
Job Customer Development at Alation
Industry Information Technology and Services
Experience
Alation August 2014 - Present
Oracle July 2013 - August 2014
Big Brothers Big Sisters Southeastern PA September 2011 - April 2012
Fidelity Investments June 2011 - August 2011
North Easton Savings Bank April 2008 - January 2011
Skills
Access, Competitive Analysis, Public Speaking, Strategic Communications, Nonprofits, Social Media, Segmentation, Management, Research, Marketing, Economics, Community Outreach, Accounting, Data Mining, Social Networking, Facebook, Microsoft Excel, Data Analysis, Oracle Enterprise Linux, Microsoft Word, PowerPoint, Sales, Microsoft Office, CRM
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentration in Marketing, Minor in Psychology
Oliver Ames High School 2005 — 2009
High School Diploma
Alation August 2014 - Present
Oracle July 2013 - August 2014
Big Brothers Big Sisters Southeastern PA September 2011 - April 2012
Fidelity Investments June 2011 - August 2011
North Easton Savings Bank April 2008 - January 2011
Skills
Access, Competitive Analysis, Public Speaking, Strategic Communications, Nonprofits, Social Media, Segmentation, Management, Research, Marketing, Economics, Community Outreach, Accounting, Data Mining, Social Networking, Facebook, Microsoft Excel, Data Analysis, Oracle Enterprise Linux, Microsoft Word, PowerPoint, Sales, Microsoft Office, CRM
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentration in Marketing, Minor in Psychology
Oliver Ames High School 2005 — 2009
High School Diploma
James Layton's Fidelity Investments Experience December 2013 - Present
Job
Industry Computer Software
Experience
Fidelity Investments December 2013 - Present
Think Finance March 2013 - December 2013
Alethon Solutions, LLC June 2006 - March 2013
AllPlayers.com, Inc. February 2011 - March 2012
Ventana Solutions - Pier 1 June 2010 - September 2010
Dun and Bradstreet November 2008 - June 2010
Capital One September 2001 - July 2008
B Digital May 2000 - August 2001
Entrust Technologies January 2000 - May 2000
Motorola, Inc January 1998 - January 2000
Skills
Agile Methodologies, Testing, Quality Assurance, Scrum, Test Planning, User Acceptance Testing, Microsoft SQL Server, Windows, Test Automation, HTML, SQL, QTP, Quality Center, Databases, Web Applications, System Testing, Regression Testing, Integration, Waterfall, Test Management, Oracle, Linux, SharePoint, Requirements Analysis, Customer Service, Customer Satisfaction, Requirements Gathering, Test Cases, Perl, Agile
Education
Villanova University 2009 — 2010
Masters Certificate
University of Phoenix 2007 — 2007
MBA
University of Phoenix 2003 — 2007
Bachelor's of Science
Fidelity Investments December 2013 - Present
Think Finance March 2013 - December 2013
Alethon Solutions, LLC June 2006 - March 2013
AllPlayers.com, Inc. February 2011 - March 2012
Ventana Solutions - Pier 1 June 2010 - September 2010
Dun and Bradstreet November 2008 - June 2010
Capital One September 2001 - July 2008
B Digital May 2000 - August 2001
Entrust Technologies January 2000 - May 2000
Motorola, Inc January 1998 - January 2000
Skills
Agile Methodologies, Testing, Quality Assurance, Scrum, Test Planning, User Acceptance Testing, Microsoft SQL Server, Windows, Test Automation, HTML, SQL, QTP, Quality Center, Databases, Web Applications, System Testing, Regression Testing, Integration, Waterfall, Test Management, Oracle, Linux, SharePoint, Requirements Analysis, Customer Service, Customer Satisfaction, Requirements Gathering, Test Cases, Perl, Agile
Education
Villanova University 2009 — 2010
Masters Certificate
University of Phoenix 2007 — 2007
MBA
University of Phoenix 2003 — 2007
Bachelor's of Science
Brandy White Brandy White's Fidelity Investments Experience December 2005 - September 2008
Job Client Service Manager at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters March 2013 - Present
AT&T June 2010 - January 2013
Fidelity Investments December 2005 - September 2008
Skills
Client Services, Customer Service, Customer Retention, Account Management, Sales, Direct Sales, Sales Process, Customer Satisfaction, Retention Management, Salesforce.com, Management, Client Rapport, Leadership, Stock Market, 401k, Retirement Planning, Advertising, Online Advertising, Cold Calling, Solution Selling, Strategic Planning, CRM, Lead Generation
Education
University of Phoenix 2001 — 2008
Bachelor of Business Administration (B.B.A.)
Thomson Reuters March 2013 - Present
AT&T June 2010 - January 2013
Fidelity Investments December 2005 - September 2008
Skills
Client Services, Customer Service, Customer Retention, Account Management, Sales, Direct Sales, Sales Process, Customer Satisfaction, Retention Management, Salesforce.com, Management, Client Rapport, Leadership, Stock Market, 401k, Retirement Planning, Advertising, Online Advertising, Cold Calling, Solution Selling, Strategic Planning, CRM, Lead Generation
Education
University of Phoenix 2001 — 2008
Bachelor of Business Administration (B.B.A.)
Dana Kartchner Dana Kartchner's Fidelity Investments Experience September 1995 - July 1997
Job Stylist at Color By Amber
Industry Luxury Goods & Jewelry
Experience
Color By Amber September 2013 - Present
FireXpert, Inc February 2000 - Present
Amsbury, Cadwell & Gwin Group May 2000 - April 2003
Allis, Amsbury & Gwin, Merrill Lynch October 1997 - May 2000
Fidelity Investments September 1995 - July 1997
University of December 1992 - September 1995
Skills
Accounts Payable, Accounts Receivable, Bookkeeping, Small Business, Social Media, E Commerce, Direct Marketing, Event Planning, Customer Service, Family History, Payroll, Marketing, Leadership, E-commerce, Sales, Retail, Public Speaking, Time Management
Education
University of Phoenix 1993 — 2001
Bachelor of Arts, Management
Issaquah High School 1982 — 1986
High School Diploma
Color By Amber September 2013 - Present
FireXpert, Inc February 2000 - Present
Amsbury, Cadwell & Gwin Group May 2000 - April 2003
Allis, Amsbury & Gwin, Merrill Lynch October 1997 - May 2000
Fidelity Investments September 1995 - July 1997
University of December 1992 - September 1995
Skills
Accounts Payable, Accounts Receivable, Bookkeeping, Small Business, Social Media, E Commerce, Direct Marketing, Event Planning, Customer Service, Family History, Payroll, Marketing, Leadership, E-commerce, Sales, Retail, Public Speaking, Time Management
Education
University of Phoenix 1993 — 2001
Bachelor of Arts, Management
Issaquah High School 1982 — 1986
High School Diploma
Greg Proctor Greg Proctor's Fidelity Investments Experience July 2015 - Present
Job Portfolio Advisory Services Manager, Retail Phone I at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments February 2013 - Present
Fidelity Investments April 2011 - February 2013
Fidelity Investments May 2010 - April 2011
Fidelity Investments December 2007 - May 2010
Skills
Microsoft Excel, Investments, Financial Services, Training, Finance, Mutual Funds, Fixed Income, Funding, CRM, Customer Service, Series 63, Series 7, Leadership, Microsoft Office, Team Leadership, Sales, Financial Analysis, Securities, Coaching, Process Improvement, Trading, Retirement Planning
Education
University of Phoenix-Utah Campus 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Utah Valley University 2004 — 2006
Bachelor of Science (BS), Business Management
Fidelity Investments July 2015 - Present
Fidelity Investments February 2013 - Present
Fidelity Investments April 2011 - February 2013
Fidelity Investments May 2010 - April 2011
Fidelity Investments December 2007 - May 2010
Skills
Microsoft Excel, Investments, Financial Services, Training, Finance, Mutual Funds, Fixed Income, Funding, CRM, Customer Service, Series 63, Series 7, Leadership, Microsoft Office, Team Leadership, Sales, Financial Analysis, Securities, Coaching, Process Improvement, Trading, Retirement Planning
Education
University of Phoenix-Utah Campus 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Utah Valley University 2004 — 2006
Bachelor of Science (BS), Business Management
Alan Olsen Alan Olsen's Fidelity Investments Experience November 2000 - March 2003
Job Senior System IT Programmer at Boeing
Industry Aviation & Aerospace
Experience
Boeing November 2006 - Present
Fidelity Investments November 2000 - March 2003
Skills
Integration, Systems Engineering, Government, •Highly-skilled..., •Advanced knowledge of..., •Knowledgeable..., •Senior Lead Web..., •Engineering web..., •Database MSSQL/MySQL,..., Programming Development..., Software Development, Microsoft SQL Server, Unix, Databases, XML, C#
Education
University of Phoenix
BSIT, Information Technology
Boeing November 2006 - Present
Fidelity Investments November 2000 - March 2003
Skills
Integration, Systems Engineering, Government, •Highly-skilled..., •Advanced knowledge of..., •Knowledgeable..., •Senior Lead Web..., •Engineering web..., •Database MSSQL/MySQL,..., Programming Development..., Software Development, Microsoft SQL Server, Unix, Databases, XML, C#
Education
University of Phoenix
BSIT, Information Technology
Rodney Love Rodney Love's Fidelity Investments Experience January 2015 - Present
Job Team Lead Fidelity Pricing & Cash Mgmt Svcs
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
TD Ameritrade May 2014 - January 2015
Northern Trust Corporation May 2012 - March 2014
Northern Trust Corporation November 2011 - March 2014
Northern Trust Corporation July 2007 - November 2011
Skills
Banking, Mutual Funds, Financial Services, Securities, Financial Analysis, Business Analysis, Risk Management, Asset Management, Customer Service
Education
University of Phoenix 2012 — 2014
DePaul University 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Fidelity Investments January 2015 - Present
TD Ameritrade May 2014 - January 2015
Northern Trust Corporation May 2012 - March 2014
Northern Trust Corporation November 2011 - March 2014
Northern Trust Corporation July 2007 - November 2011
Skills
Banking, Mutual Funds, Financial Services, Securities, Financial Analysis, Business Analysis, Risk Management, Asset Management, Customer Service
Education
University of Phoenix 2012 — 2014
DePaul University 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Katie Desai Katie Desai's Fidelity Investments Experience July 2012 - Present
Job Vice President | Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
TD Ameritrade Institutional September 2010 - July 2012
New York Life / MainStay Investments 2003 - 2010
Kelmoore Investment Company 2001 - 2003
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Economics
Fidelity Investments July 2012 - Present
TD Ameritrade Institutional September 2010 - July 2012
New York Life / MainStay Investments 2003 - 2010
Kelmoore Investment Company 2001 - 2003
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Economics
Jack Mizerak Jack Mizerak's Fidelity Investments Experience March 1998 - May 2011
Job Senior Finance Professional
Industry Management Consulting
Experience
The Boston Consulting Group August 2012 - Present
Fidelity Investments March 1998 - May 2011
Sodexo May 1997 - May 1998
State Street January 1996 - May 1997
Marriott International July 1985 - January 1996
Skills
Planning, Budgeting, Financial Planning, Business Strategy, Process Improvement, Performance Measurement, Business Process..., P&L, Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Business Planning, Strategic Planning, Strategy Development, Financial Management, Forecasting, Variance Analysis, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Due Diligence, Strategy, Investments, Analysis, Executive Management, Business Development
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Accounting and Finance
The Boston Consulting Group August 2012 - Present
Fidelity Investments March 1998 - May 2011
Sodexo May 1997 - May 1998
State Street January 1996 - May 1997
Marriott International July 1985 - January 1996
Skills
Planning, Budgeting, Financial Planning, Business Strategy, Process Improvement, Performance Measurement, Business Process..., P&L, Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Business Planning, Strategic Planning, Strategy Development, Financial Management, Forecasting, Variance Analysis, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Due Diligence, Strategy, Investments, Analysis, Executive Management, Business Development
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Accounting and Finance
Jeff Brown, CFA Jeff Brown, CFA's Fidelity Investments Experience 2005 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
UNX 2002 - 2005
Fidelity Investments 1999 - 2002
Skills
Investments, Electronic Trading, Relationship Management, Capital Markets, Series 63, Fixed Income, Investment Banking, Equities, Series 7, Process Improvement, Alternative Investments, Trading, Market Data, Trading Systems, Securities, Business Analysis, Derivatives, Equity Research, Business Strategy, Product Management, Hedge Funds, Financial Risk
Education
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
Fidelity Investments 2005 - Present
UNX 2002 - 2005
Fidelity Investments 1999 - 2002
Skills
Investments, Electronic Trading, Relationship Management, Capital Markets, Series 63, Fixed Income, Investment Banking, Equities, Series 7, Process Improvement, Alternative Investments, Trading, Market Data, Trading Systems, Securities, Business Analysis, Derivatives, Equity Research, Business Strategy, Product Management, Hedge Funds, Financial Risk
Education
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
Madison Kramer Madison Kramer's Fidelity Investments Experience September 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
AMEC Environment & Infrastructure UK Limited January 2012 - June 2015
Skills
Groundwater, Soil Sampling, Phase I, Environmental Impact..., Vapor Intrusion, Soil Vapor Extraction, Project Oversight, Report Writing, Project Management, Microsoft Office
Education
University of Pennsylvania 2010 — 2011
Masters, Engineering Geology
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Geology
Fidelity Investments September 2015 - Present
AMEC Environment & Infrastructure UK Limited January 2012 - June 2015
Skills
Groundwater, Soil Sampling, Phase I, Environmental Impact..., Vapor Intrusion, Soil Vapor Extraction, Project Oversight, Report Writing, Project Management, Microsoft Office
Education
University of Pennsylvania 2010 — 2011
Masters, Engineering Geology
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Geology
Rebecca Andrews, PMP Rebecca Andrews, PMP's Fidelity Investments Experience November 2011 - Present
Job Sr. Program Manager at Quintiles
Industry Information Technology and Services
Experience
Quintiles October 2014 - Present
Fidelity Investments November 2011 - Present
Progress Energy February 2011 - November 2011
First Citizens Bank April 2008 - February 2011
Credit Suisse August 2006 - April 2008
Railinc March 2004 - August 2006
SAS August 1998 - March 2006
Quintiles 1991 - 1997
Skills
Business Analysis, SDLC, Vendor Management, Process Improvement, Project Management, PMP, Management, Leadership, Agile Methodologies, Integration, Negotiation, Software Development, ITIL, Business Process, PMO, Training, IT Strategy, Program Management, Software Project..., Data Center, Software Documentation
Education
University of Phoenix
BSBM, Business Management
Quintiles October 2014 - Present
Fidelity Investments November 2011 - Present
Progress Energy February 2011 - November 2011
First Citizens Bank April 2008 - February 2011
Credit Suisse August 2006 - April 2008
Railinc March 2004 - August 2006
SAS August 1998 - March 2006
Quintiles 1991 - 1997
Skills
Business Analysis, SDLC, Vendor Management, Process Improvement, Project Management, PMP, Management, Leadership, Agile Methodologies, Integration, Negotiation, Software Development, ITIL, Business Process, PMO, Training, IT Strategy, Program Management, Software Project..., Data Center, Software Documentation
Education
University of Phoenix
BSBM, Business Management
Elizabeth Gilson Elizabeth Gilson's Fidelity Investments Experience June 2015 - Present
Job Equity Analyst Intern at Fidelity
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Visa May 2012 - March 2014
Barclays Capital July 2010 - May 2012
Schafer Cullen Capital Management June 2009 - December 2009
Skills
Equities, Business Strategy, Financial Modeling, Valuation, Investment Banking, Bloomberg, Mutual Funds, Capital Markets, Corporate Finance, Fixed Income, Emerging Markets, Financial Analysis, Due Diligence, Private Equity, Derivatives
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Finance; Operations and Information Management
Miss Porter's School 2002 — 2006
Fidelity Investments June 2015 - Present
Visa May 2012 - March 2014
Barclays Capital July 2010 - May 2012
Schafer Cullen Capital Management June 2009 - December 2009
Skills
Equities, Business Strategy, Financial Modeling, Valuation, Investment Banking, Bloomberg, Mutual Funds, Capital Markets, Corporate Finance, Fixed Income, Emerging Markets, Financial Analysis, Due Diligence, Private Equity, Derivatives
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Finance; Operations and Information Management
Miss Porter's School 2002 — 2006
Peter Hage Peter Hage's Fidelity Investments Experience June 2014 - August 2014
Job Summer Analyst at Baker Street Capital Management
Industry Investment Management
Experience
Fidelity Investments June 2014 - August 2014
Baker Street Capital Management May 2013 - September 2013
Skills
Business Valuation, Corporate Finance, Public Speaking, Hedge Funds, Investments, Finance, Research, VBA, Entrepreneurship, Thomson One Analytics, FactSet, Excel models
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics
Trumbull High School 2007 — 2011
Fidelity Investments June 2014 - August 2014
Baker Street Capital Management May 2013 - September 2013
Skills
Business Valuation, Corporate Finance, Public Speaking, Hedge Funds, Investments, Finance, Research, VBA, Entrepreneurship, Thomson One Analytics, FactSet, Excel models
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics
Trumbull High School 2007 — 2011
Erin Leonard Erin Leonard's Fidelity Investments Experience May 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
SEFCU May 2011 - May 2013
Garrison Financial October 2009 - May 2011
UBS Wealth Management 2006 - 2009
Dion Money Management 2003 - 2006
Education
University of Pennsylvania 1997 — 2001
BA, Sociology
Fidelity Investments May 2013 - Present
SEFCU May 2011 - May 2013
Garrison Financial October 2009 - May 2011
UBS Wealth Management 2006 - 2009
Dion Money Management 2003 - 2006
Education
University of Pennsylvania 1997 — 2001
BA, Sociology
Denise O'Brien Denise O'Brien's Fidelity Investments Experience March 2014 - Present
Job Director, Educational Events at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments September 1999 - March 2014
Skills
Management, CRM, Investments, Financial Services, Mutual Funds, Series 7, Retirement, Relationship Management, Series 63, Asset Management, Retirement Planning, 401k, Wealth Management, Strategic Financial..., Strategy, Leadership, Business Strategy, Strategic Planning, Employee Benefits
Education
University of Phoenix 2006 — 2008
BS, Business, Marketing
Fidelity Investments March 2014 - Present
Fidelity Investments September 1999 - March 2014
Skills
Management, CRM, Investments, Financial Services, Mutual Funds, Series 7, Retirement, Relationship Management, Series 63, Asset Management, Retirement Planning, 401k, Wealth Management, Strategic Financial..., Strategy, Leadership, Business Strategy, Strategic Planning, Employee Benefits
Education
University of Phoenix 2006 — 2008
BS, Business, Marketing
Brandon Ashton Brandon Ashton's Fidelity Investments Experience January 2000 - October 2002
Job Personalized Services Manager at Spark Networks
Industry Professional Training & Coaching
Experience
Spark Networks August 2015 - Present
ProGenealogists, Inc. February 2012 - August 2015
Investools December 2007 - February 2011
Investools January 2004 - December 2007
Investools June 2003 - January 2004
Investools December 2002 - June 2003
Fidelity Investments January 2000 - October 2002
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Skills
Coaching, Training, Management, Change Management, Team Building, Budgets, Project Management, Analysis, Risk Management, Employee Engagement, Problem Solving, Executive Management, Process Improvement, Customer Service, Strategic Planning, Public Speaking, Leadership, Human Resources, Mergers & Acquisitions, Business Development, Customer Satisfaction, Performance Management, Customer Experience, Time Management, Vendor Management, Organizational..., Mentoring, Operations Management, Leadership Development, Business Strategy, Strategy, Team Leadership, Product Development, Negotiation, CRM, P&L Management, Call Center, Training Delivery, Employee Relations, Management Consulting, Business Process..., Program Management, Sales Management, Start-ups, Account Management, Business Process, Data Analysis, Budgeting, Recruiting
Education
University of Phoenix
Bachelor of Arts, Business Management
Spark Networks August 2015 - Present
ProGenealogists, Inc. February 2012 - August 2015
Investools December 2007 - February 2011
Investools January 2004 - December 2007
Investools June 2003 - January 2004
Investools December 2002 - June 2003
Fidelity Investments January 2000 - October 2002
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Skills
Coaching, Training, Management, Change Management, Team Building, Budgets, Project Management, Analysis, Risk Management, Employee Engagement, Problem Solving, Executive Management, Process Improvement, Customer Service, Strategic Planning, Public Speaking, Leadership, Human Resources, Mergers & Acquisitions, Business Development, Customer Satisfaction, Performance Management, Customer Experience, Time Management, Vendor Management, Organizational..., Mentoring, Operations Management, Leadership Development, Business Strategy, Strategy, Team Leadership, Product Development, Negotiation, CRM, P&L Management, Call Center, Training Delivery, Employee Relations, Management Consulting, Business Process..., Program Management, Sales Management, Start-ups, Account Management, Business Process, Data Analysis, Budgeting, Recruiting
Education
University of Phoenix
Bachelor of Arts, Business Management
Stephen Sundstrom Stephen Sundstrom's Fidelity Investments Experience March 2013 - Present
Job Customer Experience Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments February 2011 - March 2013
Fidelity Investments April 2010 - February 2011
Fidelity Investments July 2007 - April 2010
Fidelity Investments July 2005 - July 2006
Fidelity Investments February 1998 - July 2005
Fidelity Investments August 1995 - February 1998
Marriott Hotels 1992 - 1995
Education
University of Phoenix 2005 — 2007
BA, Business Management
Fidelity Investments March 2013 - Present
Fidelity Investments February 2011 - March 2013
Fidelity Investments April 2010 - February 2011
Fidelity Investments July 2007 - April 2010
Fidelity Investments July 2005 - July 2006
Fidelity Investments February 1998 - July 2005
Fidelity Investments August 1995 - February 1998
Marriott Hotels 1992 - 1995
Education
University of Phoenix 2005 — 2007
BA, Business Management
Manuel Seidner Manuel Seidner's Fidelity Investments Experience May 2003 - October 2005
Job External Wholesaler at BlackRock
Industry Investment Management
Experience
BlackRock January 2015 - Present
SEZA REO Investment Group August 2011 - January 2015
Schroders July 2006 - August 2011
Fidelity Investments May 2003 - October 2005
Legg Mason January 2001 - May 2003
Education
University of Pennsylvania 1996 — 1998
BA, Economics, Cum Laude
BlackRock January 2015 - Present
SEZA REO Investment Group August 2011 - January 2015
Schroders July 2006 - August 2011
Fidelity Investments May 2003 - October 2005
Legg Mason January 2001 - May 2003
Education
University of Pennsylvania 1996 — 1998
BA, Economics, Cum Laude
Brian Regan Brian Regan's Fidelity Investments Experience January 2012 - June 2012
Job Vice President, Ceridian Service Delivery
Industry Human Resources
Experience
Ceridian 2014 - Present
Fidelity Investments January 2012 - June 2012
Fidelity Investments 2007 - 2011
Ceridian 2005 - 2007
Ceridian 2003 - 2005
Elity Systems 2001 - 2003
Ceridian 1984 - 2001
Skills
P&L Management, Consultative Selling, Sales Management, Strategy Development, Solution Selling, Selling, Strategy, SaaS, New Business Development, Strategic Partnerships, Salesforce.com, Sales Process, Channel Partners, Marketing Strategy, Product Launch, Sales Operations, Sales, Leadership, Consulting, CRM, Lead Generation, Business Development, Vendor Management, Account Management, Cold Calling, Outsourcing, Professional Services, Start-ups, Cross-functional Team..., Sales Presentations, Direct Sales, B2B, Enterprise Software
Education
University of Pennsylvania - The Wharton School
BS Economics, Marketing
Ceridian 2014 - Present
Fidelity Investments January 2012 - June 2012
Fidelity Investments 2007 - 2011
Ceridian 2005 - 2007
Ceridian 2003 - 2005
Elity Systems 2001 - 2003
Ceridian 1984 - 2001
Skills
P&L Management, Consultative Selling, Sales Management, Strategy Development, Solution Selling, Selling, Strategy, SaaS, New Business Development, Strategic Partnerships, Salesforce.com, Sales Process, Channel Partners, Marketing Strategy, Product Launch, Sales Operations, Sales, Leadership, Consulting, CRM, Lead Generation, Business Development, Vendor Management, Account Management, Cold Calling, Outsourcing, Professional Services, Start-ups, Cross-functional Team..., Sales Presentations, Direct Sales, B2B, Enterprise Software
Education
University of Pennsylvania - The Wharton School
BS Economics, Marketing
Anna (Babbitt) Leutbecker's Fidelity Investments Experience March 2007 - March 2011
Job Business owner, Retirement Plan Administrator, Project Leader, Team Leader, Client Services
Industry Financial Services
Experience
Leutbecker Enterprises June 2014 - Present
Ascensus March 2013 - Present
The Church of Jesus Christ of Latter-day Saints June 2011 - December 2013
Lehigh Valley Professionals November 2012 - March 2013
The Reading Hospital and Medical Center March 2012 - September 2012
PPL Corporation March 2011 - March 2012
Fidelity Investments March 2007 - March 2011
Skills
Defined Benefit, 401k, Retirement, Employee Benefits, Pensions, Critical Thinking, Communication, Manage Client..., Management, Human Resources, Time Management, Program Management, ERISA, Payroll, HRIS, Training, Customer Service, Leadership Development, Leadership, Deferred Compensation, Team Building
Education
University of Phoenix 2006 — 2007
MBA, Master of Business Adminstration
University of Phoenix 2001 — 2005
BS/BM, Business Management
Leutbecker Enterprises June 2014 - Present
Ascensus March 2013 - Present
The Church of Jesus Christ of Latter-day Saints June 2011 - December 2013
Lehigh Valley Professionals November 2012 - March 2013
The Reading Hospital and Medical Center March 2012 - September 2012
PPL Corporation March 2011 - March 2012
Fidelity Investments March 2007 - March 2011
Skills
Defined Benefit, 401k, Retirement, Employee Benefits, Pensions, Critical Thinking, Communication, Manage Client..., Management, Human Resources, Time Management, Program Management, ERISA, Payroll, HRIS, Training, Customer Service, Leadership Development, Leadership, Deferred Compensation, Team Building
Education
University of Phoenix 2006 — 2007
MBA, Master of Business Adminstration
University of Phoenix 2001 — 2005
BS/BM, Business Management
Lionel Harris's Fidelity Investments Experience April 2005 - Present
Job Fund Manager at Fidelity Investments
Industry
Experience
Fidelity Investments April 2005 - Present
Fidelity Investments September 2002 - March 2005
Fidelity Investments September 2000 - August 2002
Fidelity Investments June 1995 - August 2000
Miller, Anderson & Sherrerd July 1994 - August 1994
Cambridge Associates September 1989 - August 1993
Skills
Portfolio Management, Financial Modeling, Capital Markets, Investment Properties, Corporate Finance, Project Management, Team Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Investments and Securities
Dartmouth College 1985 — 1989
Bachelor of Arts (BA), Economics
Fidelity Investments April 2005 - Present
Fidelity Investments September 2002 - March 2005
Fidelity Investments September 2000 - August 2002
Fidelity Investments June 1995 - August 2000
Miller, Anderson & Sherrerd July 1994 - August 1994
Cambridge Associates September 1989 - August 1993
Skills
Portfolio Management, Financial Modeling, Capital Markets, Investment Properties, Corporate Finance, Project Management, Team Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Investments and Securities
Dartmouth College 1985 — 1989
Bachelor of Arts (BA), Economics
Jonathan Kotter Jonathan Kotter's Fidelity Investments Experience June 2012 - August 2012
Job Recent Economics Graduate at University of Pennsylvania
Industry Financial Services
Experience
University of Pennsylvania Technology InternBNY MellonJune 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Harvard Business School June 2009 - August 2009
Skills
Java, C, OCaml, SQL, Microsoft Word, Microsoft Excel, PowerPoint, Oral & Written...
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Major: Economics. Minor: Computer Science
University of Pennsylvania Technology InternBNY MellonJune 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Harvard Business School June 2009 - August 2009
Skills
Java, C, OCaml, SQL, Microsoft Word, Microsoft Excel, PowerPoint, Oral & Written...
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Major: Economics. Minor: Computer Science
Larry W. Bennett Larry W. Bennett's Fidelity Investments Experience October 2008 - April 2010
Job VP, Strategy Program Management at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt October 2012 - Present
North Passage Associates April 2011 - October 2012
Fidelity Investments October 2008 - April 2010
Fidelity Investments June 2002 - October 2008
Fidelity Investments April 2001 - June 2002
Fidelity Investments December 1998 - April 2001
Fidelity Investments August 1997 - December 1998
Fidelity Investments June 1996 - July 1997
Andersen Consulting July 1993 - June 1996
Andersen Consulting July 1988 - June 1993
Skills
Process Improvement, Vendor Management, Capacity Management, Six Sigma, Financial Services, Business Analysis, CRM, Change Management, Human Resources, IT Strategy, Leadership, Management, Outsourcing, PMP, Program Management, Strategy
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science in Economics, Finance and Decision Sciences
Fairfield College Preparatory School 1978 — 1980
High School
Aon Hewitt October 2012 - Present
North Passage Associates April 2011 - October 2012
Fidelity Investments October 2008 - April 2010
Fidelity Investments June 2002 - October 2008
Fidelity Investments April 2001 - June 2002
Fidelity Investments December 1998 - April 2001
Fidelity Investments August 1997 - December 1998
Fidelity Investments June 1996 - July 1997
Andersen Consulting July 1993 - June 1996
Andersen Consulting July 1988 - June 1993
Skills
Process Improvement, Vendor Management, Capacity Management, Six Sigma, Financial Services, Business Analysis, CRM, Change Management, Human Resources, IT Strategy, Leadership, Management, Outsourcing, PMP, Program Management, Strategy
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science in Economics, Finance and Decision Sciences
Fairfield College Preparatory School 1978 — 1980
High School
Vignesh Krishnan Vignesh Krishnan's Fidelity Investments Experience June 2013 - August 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
The Wharton School August 2014 - May 2015
Morgan Stanley June 2014 - August 2014
University of Pennsylvania September 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Technisource May 2012 - August 2012
University of North Texas October 2009 - November 2010
Skills
DCF, Financial Statement..., Bloomberg Terminal, Investments, Break-even Analysis, Strategy, Visio, Sensitivity Analysis, Financial Modeling, PowerPoint, MS Project, VBA, Credit Derivatives, Equity Derivatives, Options, Microsoft Word, Data Analysis, Tableau, CMBS, Hedge Funds, Microsoft Excel, Microsoft PowerPoint, Futures, Microsoft Visio, C Programming, LBO, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Economics, Summa Cum Laude
University of Pennsylvania 2011 — 2015
BSE, Systems Engineering, Summa Cum Laude
Texas Academy of Mathematics and Science 2009 — 2011
HS Diploma
Morgan Stanley June 2015 - Present
The Wharton School August 2014 - May 2015
Morgan Stanley June 2014 - August 2014
University of Pennsylvania September 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Technisource May 2012 - August 2012
University of North Texas October 2009 - November 2010
Skills
DCF, Financial Statement..., Bloomberg Terminal, Investments, Break-even Analysis, Strategy, Visio, Sensitivity Analysis, Financial Modeling, PowerPoint, MS Project, VBA, Credit Derivatives, Equity Derivatives, Options, Microsoft Word, Data Analysis, Tableau, CMBS, Hedge Funds, Microsoft Excel, Microsoft PowerPoint, Futures, Microsoft Visio, C Programming, LBO, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Economics, Summa Cum Laude
University of Pennsylvania 2011 — 2015
BSE, Systems Engineering, Summa Cum Laude
Texas Academy of Mathematics and Science 2009 — 2011
HS Diploma
Rebecca McCrensky, MBA'12's Fidelity Investments Experience May 2011 - August 2011
Job Fitness & Fashion Entrepreneur
Industry Retail
Experience
Altar Ego Global Fashions March 2014 - Present
Karmaloop.com April 2013 - February 2014
Puma August 2012 - January 2013
Fidelity Investments May 2011 - August 2011
Steinway & Sons - Luxury Piano Manufacturer October 2010 - May 2011
Talbots, Inc - Women's Apparel Retailer $1.5B annual revenue February 2006 - July 2010
KXXV News Channel 25 - ABC Affiliate January 2004 - January 2005
Skills
Spanish - fluent..., Store productivity, Inventory Management, Regional Sales /..., Brand Management, Project Management, Foreign Currency Risks, Supply Chain Management, Data Warehousing, Operations Management, Distribution, Luxury Goods, Financial Modeling, Marketing Management, Cross-functional Team..., Marketing Strategy
Education
Babson College / ESADE Business School (Barcelona, Spain) 2010 — 2012
Master of Business Administration (MBA)
Phillips Exeter Academy
University of Pennsylvania
Communications/Economics
Altar Ego Global Fashions March 2014 - Present
Karmaloop.com April 2013 - February 2014
Puma August 2012 - January 2013
Fidelity Investments May 2011 - August 2011
Steinway & Sons - Luxury Piano Manufacturer October 2010 - May 2011
Talbots, Inc - Women's Apparel Retailer $1.5B annual revenue February 2006 - July 2010
KXXV News Channel 25 - ABC Affiliate January 2004 - January 2005
Skills
Spanish - fluent..., Store productivity, Inventory Management, Regional Sales /..., Brand Management, Project Management, Foreign Currency Risks, Supply Chain Management, Data Warehousing, Operations Management, Distribution, Luxury Goods, Financial Modeling, Marketing Management, Cross-functional Team..., Marketing Strategy
Education
Babson College / ESADE Business School (Barcelona, Spain) 2010 — 2012
Master of Business Administration (MBA)
Phillips Exeter Academy
University of Pennsylvania
Communications/Economics
Tyeca Hobdy Tyeca Hobdy's Fidelity Investments Experience June 2012 - September 2012
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch January 2013 - Present
Fidelity Investments June 2012 - September 2012
GE Capital June 2010 - November 2011
Hobdy Martin & Associates June 2006 - May 2009
Skills
Customer Service, Portfolio Management, Management, Credit, Banking, Finance, Team Building, Financial Services, Accounts Receivable, Consulting, Budgets, CRM, Leadership, Entrepreneurship, Wealth Management..., Project Management, Account Management, Wealth Management, Recruiting, Payments, Loans, Sales, Collections, Business Analysis, Coaching, Leadership Development, Cross-functional Team..., Process Improvement, Continuous Improvement, Marketing Strategy, Negotiation, Public Speaking, Program Management, Quality Assurance, Risk Management, Training, Team Leadership, Team Management
Education
University of Phoenix
Currently Seeking Bachelors, Business Finance
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch January 2013 - Present
Fidelity Investments June 2012 - September 2012
GE Capital June 2010 - November 2011
Hobdy Martin & Associates June 2006 - May 2009
Skills
Customer Service, Portfolio Management, Management, Credit, Banking, Finance, Team Building, Financial Services, Accounts Receivable, Consulting, Budgets, CRM, Leadership, Entrepreneurship, Wealth Management..., Project Management, Account Management, Wealth Management, Recruiting, Payments, Loans, Sales, Collections, Business Analysis, Coaching, Leadership Development, Cross-functional Team..., Process Improvement, Continuous Improvement, Marketing Strategy, Negotiation, Public Speaking, Program Management, Quality Assurance, Risk Management, Training, Team Leadership, Team Management
Education
University of Phoenix
Currently Seeking Bachelors, Business Finance
John Steed's Fidelity Investments Experience December 2012 - February 2013
Job Business Systems Analyst, County of San Diego
Industry Information Technology and Services
Experience
Hewlett-Packard May 2013 - Present
Fidelity Investments December 2012 - February 2013
Duke Corporate Edcation June 2012 - December 2012
Duke Corporate Education March 2010 - December 2011
Family Practice Medical Group November 2008 - June 2009
Skills
E-Learning, Instructional Design, Adult Education, Data Analysis, Leadership Development, Process Improvement, Organizational..., User Interface Design, Project Management, SQL, Microsoft Excel, Business Strategy, Program Management, XML, PHP, Change Management, Financial Analysis, Software Documentation, Management, Team Building, Business Analysis, Training, Analysis, Leadership, Testing, ERP
Education
Univerity of Phoenix 2012 — 2014
Bachelor of Science, Mangement, Business Administration, Management and Operations, 3.06
University of Phoenix 2008 — 2010
Associates, Business
Hewlett-Packard May 2013 - Present
Fidelity Investments December 2012 - February 2013
Duke Corporate Edcation June 2012 - December 2012
Duke Corporate Education March 2010 - December 2011
Family Practice Medical Group November 2008 - June 2009
Skills
E-Learning, Instructional Design, Adult Education, Data Analysis, Leadership Development, Process Improvement, Organizational..., User Interface Design, Project Management, SQL, Microsoft Excel, Business Strategy, Program Management, XML, PHP, Change Management, Financial Analysis, Software Documentation, Management, Team Building, Business Analysis, Training, Analysis, Leadership, Testing, ERP
Education
Univerity of Phoenix 2012 — 2014
Bachelor of Science, Mangement, Business Administration, Management and Operations, 3.06
University of Phoenix 2008 — 2010
Associates, Business
Kristin Rice Kristin Rice's Fidelity Investments Experience July 2011 - January 2014
Job Station Manager, Houston at DAL Global Services, LLC
Industry Human Resources
Experience
DAL Global Services, LLC July 2015 - Present
TETRA Technologies, Inc. September 2014 - January 2015
BP March 2014 - September 2014
Apex Systems January 2014 - March 2014
Fidelity Investments July 2011 - January 2014
Citi April 2005 - September 2007
Comair June 2004 - April 2005
ExpressJet Airlines
America West Airlines January 1998 - July 2000
Skills
Vendor Management, Human Resources, Employee Relations, Talent Acquisition, Business Analysis, Training, Customer Service, Service Delivery, Call Centers, Customer Experience, Relationship Management, Business Process..., Succession Planning, Leadership, Strategy, Organizational..., Team Management, Consulting, Deferred Compensation, Management Consulting, Organizational Design, Training Delivery, Organizational..., Personnel Management, Coaching, Team Leadership, Employee Training, Performance Appraisal, Workshop Facilitation, Customer Retention, Interviews, HR Policies, Team Building, Performance Improvement, Risk Management, Operations Management, Career Development, HR Consulting, Process Improvement, Management, Change Management, Leadership Development, Performance Management
Education
University of Phoenix 2005 — 2007
Master of Arts (MA), Organizational Management
University of Wisconsin-Stevens Point 1992 — 1996
Bachelor's degree, Business Family and Consumer Sciences/Human Sciences
DAL Global Services, LLC July 2015 - Present
TETRA Technologies, Inc. September 2014 - January 2015
BP March 2014 - September 2014
Apex Systems January 2014 - March 2014
Fidelity Investments July 2011 - January 2014
Citi April 2005 - September 2007
Comair June 2004 - April 2005
ExpressJet Airlines
America West Airlines January 1998 - July 2000
Skills
Vendor Management, Human Resources, Employee Relations, Talent Acquisition, Business Analysis, Training, Customer Service, Service Delivery, Call Centers, Customer Experience, Relationship Management, Business Process..., Succession Planning, Leadership, Strategy, Organizational..., Team Management, Consulting, Deferred Compensation, Management Consulting, Organizational Design, Training Delivery, Organizational..., Personnel Management, Coaching, Team Leadership, Employee Training, Performance Appraisal, Workshop Facilitation, Customer Retention, Interviews, HR Policies, Team Building, Performance Improvement, Risk Management, Operations Management, Career Development, HR Consulting, Process Improvement, Management, Change Management, Leadership Development, Performance Management
Education
University of Phoenix 2005 — 2007
Master of Arts (MA), Organizational Management
University of Wisconsin-Stevens Point 1992 — 1996
Bachelor's degree, Business Family and Consumer Sciences/Human Sciences
Abhijeet Nikte MBA, CSM's Fidelity Investments Experience December 2014 - February 2015
Job Collaborative Servant Leader || Lean/Agile Enthusiast and Practitioner || Change Agent
Industry Information Technology and Services
Experience
Staples March 2015 - Present
Fidelity Investments December 2014 - February 2015
Alere, Inc. November 2012 - October 2014
Harvard Pilgrim Health Care February 2010 - October 2012
Dell Services November 2003 - October 2012
Experian Decision Analytics 2008 - 2009
Hamilton Sundstrand April 2002 - July 2008
Yale New Haven Health Services March 2002 - April 2002
Credit Suisse Asset Management February 2002 - March 2002
Cobaltcard.com March 2001 - January 2002
Skills
Agile Methodologies, Scrum, MS Project, Project Management, Software Development, SDLC, Quality Assurance, Cross-functional Team..., Software Project..., Oracle, Analysis, Agile Project Management, Requirements Analysis, Process Improvement, Integration, Databases, Program Management, Data Warehousing, Change Management, Management, Leadership, IT Management, JIRA, Team Building, Team Leadership, Business Process..., Visio, Vendor Management, Business Process..., PL/SQL, Waterfall, Resource Management, Project Delivery, SQL, SOA, Outsourcing, Business Process, Software Documentation, SaaS, Design Patterns, Cloud Computing, Database Design, Project Planning, Software Implementation, Release Management, XML, ETL, Certified Scrum Master..., Object Oriented Design, Microsoft Project
Education
Scrum Alliance 2010 — 2010
CSM
University of Phoenix 2004 — 2008
MBA
Maharaja Sayajirao University (Faculty of Tech and Engg) 1992 — 1996
B.E
Staples March 2015 - Present
Fidelity Investments December 2014 - February 2015
Alere, Inc. November 2012 - October 2014
Harvard Pilgrim Health Care February 2010 - October 2012
Dell Services November 2003 - October 2012
Experian Decision Analytics 2008 - 2009
Hamilton Sundstrand April 2002 - July 2008
Yale New Haven Health Services March 2002 - April 2002
Credit Suisse Asset Management February 2002 - March 2002
Cobaltcard.com March 2001 - January 2002
Skills
Agile Methodologies, Scrum, MS Project, Project Management, Software Development, SDLC, Quality Assurance, Cross-functional Team..., Software Project..., Oracle, Analysis, Agile Project Management, Requirements Analysis, Process Improvement, Integration, Databases, Program Management, Data Warehousing, Change Management, Management, Leadership, IT Management, JIRA, Team Building, Team Leadership, Business Process..., Visio, Vendor Management, Business Process..., PL/SQL, Waterfall, Resource Management, Project Delivery, SQL, SOA, Outsourcing, Business Process, Software Documentation, SaaS, Design Patterns, Cloud Computing, Database Design, Project Planning, Software Implementation, Release Management, XML, ETL, Certified Scrum Master..., Object Oriented Design, Microsoft Project
Education
Scrum Alliance 2010 — 2010
CSM
University of Phoenix 2004 — 2008
MBA
Maharaja Sayajirao University (Faculty of Tech and Engg) 1992 — 1996
B.E
Bradley Horner Bradley Horner's Fidelity Investments Experience August 2005 - Present
Job Investment Solutions Consultant, Managed Accounts
Industry Financial Services
Experience
Fidelity Investments August 2005 - Present
Skills
Portfolio Management, Finance, Financial Services, Mutual Funds, Risk Management, Equities, Asset Management, Financial Planning, Leadership, Sales Management, Sales Process, Series 7, Retirement Planning, Investments, Relationship Management, Insurance
Education
University of Phoenix 2008 — 2013
Bachelor of Arts (B.A.), Finance, General, 3.6 GPA
Fidelity Investments August 2005 - Present
Skills
Portfolio Management, Finance, Financial Services, Mutual Funds, Risk Management, Equities, Asset Management, Financial Planning, Leadership, Sales Management, Sales Process, Series 7, Retirement Planning, Investments, Relationship Management, Insurance
Education
University of Phoenix 2008 — 2013
Bachelor of Arts (B.A.), Finance, General, 3.6 GPA
Ryan Folster Ryan Folster's Fidelity Investments Experience April 2011 - July 2014
Job Wealth Manager, Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
Fidelity Investments April 2011 - July 2014
Fidelity Investments April 2008 - April 2011
Fidelity Investments April 2005 - April 2008
Fidelity Investments October 1999 - April 2005
Skills
Series 63, Mutual Funds, Series 7, Retirement, Retirement Planning, Asset Allocation, 401k, Financial Services, Securities, Investments, Wealth Management, Series 65, Alternative Investments, Investment Advisory, ETFs, Fixed Annuities, Investment Strategies, Asset Management, Portfolio Management, Strategic Financial..., IRAs, Financial Planning
Education
Westminster College
University of Phoenix
Bachelor of Science (BS)
Creative Planning Inc. July 2014 - Present
Fidelity Investments April 2011 - July 2014
Fidelity Investments April 2008 - April 2011
Fidelity Investments April 2005 - April 2008
Fidelity Investments October 1999 - April 2005
Skills
Series 63, Mutual Funds, Series 7, Retirement, Retirement Planning, Asset Allocation, 401k, Financial Services, Securities, Investments, Wealth Management, Series 65, Alternative Investments, Investment Advisory, ETFs, Fixed Annuities, Investment Strategies, Asset Management, Portfolio Management, Strategic Financial..., IRAs, Financial Planning
Education
Westminster College
University of Phoenix
Bachelor of Science (BS)
Jeffrey Sheftic, MBA's Fidelity Investments Experience 1993 - 1998
Job Vice President, Broker Dealer Operations
Industry Financial Services
Experience
Prudential Financial 2012 - Present
Charles Schwab 2006 - 2012
ADP Clearing & Outsourcing Services, Inc. 2000 - 2006
Credit Suisse 1998 - 2000
Fidelity Investments 1993 - 1998
Kemper Clearing Corporation, Inc. 1988 - 1993
Skills
Strategy Development, Change Leadership, Partner Relationship..., Equities, Regulatory Requirements, Securities, Fixed Income, Series 7, Financial Services, Mutual Funds, Options, FINRA, Investments, Risk Management, Business Strategy, Series 63, Financial Markets, Back Office, Strategy, Capital Markets, Executive Management, Operations Management, Hedge Funds, Vendor Management, Wealth Management, Change Management, Project Management, Series 24, Asset Management, Derivatives, Project Planning, Budgets, Business Relationship..., Budget Allocation, Budget Management, Budget Oversight, Legal Compliance, Organizational Change, Project Delivery, Project Execution, Project Implementation, Retail Brokerage, Committees, Business Reorganizations, Employee Hiring, Financial Sector, Industry Committees, Operational Planning, Organizational..., Series 53
Education
Wharton School, University of Pennsylvania 2008 — 2011
SIFMA Certificate: Executive Education - Securities Industry institute
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
Bachelor of Arts (BA), Economics
Series 27, 24, 53,7, 63
Prudential Financial 2012 - Present
Charles Schwab 2006 - 2012
ADP Clearing & Outsourcing Services, Inc. 2000 - 2006
Credit Suisse 1998 - 2000
Fidelity Investments 1993 - 1998
Kemper Clearing Corporation, Inc. 1988 - 1993
Skills
Strategy Development, Change Leadership, Partner Relationship..., Equities, Regulatory Requirements, Securities, Fixed Income, Series 7, Financial Services, Mutual Funds, Options, FINRA, Investments, Risk Management, Business Strategy, Series 63, Financial Markets, Back Office, Strategy, Capital Markets, Executive Management, Operations Management, Hedge Funds, Vendor Management, Wealth Management, Change Management, Project Management, Series 24, Asset Management, Derivatives, Project Planning, Budgets, Business Relationship..., Budget Allocation, Budget Management, Budget Oversight, Legal Compliance, Organizational Change, Project Delivery, Project Execution, Project Implementation, Retail Brokerage, Committees, Business Reorganizations, Employee Hiring, Financial Sector, Industry Committees, Operational Planning, Organizational..., Series 53
Education
Wharton School, University of Pennsylvania 2008 — 2011
SIFMA Certificate: Executive Education - Securities Industry institute
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
Bachelor of Arts (BA), Economics
Series 27, 24, 53,7, 63
Jim Moss's Fidelity Investments Experience March 1997 - August 2000
Job Cloud Applications Sales Leader, Customer Experience Expert, Developer of Winning Sales People
Industry Computer Software
Experience
Oracle August 2013 - Present
Oracle Corporation June 2007 - July 2013
Oracle September 2005 - May 2007
Siebel Systems July 2004 - August 2005
Siebel Systems September 2000 - June 2004
Fidelity Investments March 1997 - August 2000
Fidelity Investments December 1991 - February 1997
Skills
Professional Services, SaaS, Strategy, Oracle HR, Oracle CRM, Siebel, Pre-sales, CRM, Enterprise Software, Sales Management, Enterprise Architecture, Oracle Applications, Business Intelligence, PaaS, Cloud Computing, SOA, Solution Architecture, Sales Operations, Sales Enablement, Analytics, Sales Process, Integration, Business Alliances, Selling, ERP, Complex Sales, Solution Selling, Channel Sales, Account Management
Education
George Mason University - School of Business 2011 — 2011
Exec. Development Program
University of Phoenix 1996 — 2000
BS
Oracle August 2013 - Present
Oracle Corporation June 2007 - July 2013
Oracle September 2005 - May 2007
Siebel Systems July 2004 - August 2005
Siebel Systems September 2000 - June 2004
Fidelity Investments March 1997 - August 2000
Fidelity Investments December 1991 - February 1997
Skills
Professional Services, SaaS, Strategy, Oracle HR, Oracle CRM, Siebel, Pre-sales, CRM, Enterprise Software, Sales Management, Enterprise Architecture, Oracle Applications, Business Intelligence, PaaS, Cloud Computing, SOA, Solution Architecture, Sales Operations, Sales Enablement, Analytics, Sales Process, Integration, Business Alliances, Selling, ERP, Complex Sales, Solution Selling, Channel Sales, Account Management
Education
George Mason University - School of Business 2011 — 2011
Exec. Development Program
University of Phoenix 1996 — 2000
BS
T. Shanetta Brown-Donovan's Fidelity Investments Experience January 1998 - January 2000
Job Top Producer | Project Manager | Implementation | Client Relations | Strategic Planning | Consulting
Industry Financial Services
Experience
Mercer April 2015 - Present
Purchasing Power August 2011 - Present
E*TRADE Financial April 2010 - December 2010
ADP October 2007 - April 2010
Travillia Construction Company June 2002 - October 2007
CitiStreet June 2000 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1994 - January 1998
Skills
Process Improvement, SDLC, Project Management, Project Planning, Integration, Business Analysis, Analysis, Change Management, Management, Team Building, Training, Recruiting, CRM, Vendor Management, Employee Benefits, Leadership, Human Resources, Strategic Planning, Consulting, Customer Service, Employee Relations
Education
Northeastern University
Bachelor of Science, Finance
University of Phoenix
Master of Arts, Organizational Management
Mercer April 2015 - Present
Purchasing Power August 2011 - Present
E*TRADE Financial April 2010 - December 2010
ADP October 2007 - April 2010
Travillia Construction Company June 2002 - October 2007
CitiStreet June 2000 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1994 - January 1998
Skills
Process Improvement, SDLC, Project Management, Project Planning, Integration, Business Analysis, Analysis, Change Management, Management, Team Building, Training, Recruiting, CRM, Vendor Management, Employee Benefits, Leadership, Human Resources, Strategic Planning, Consulting, Customer Service, Employee Relations
Education
Northeastern University
Bachelor of Science, Finance
University of Phoenix
Master of Arts, Organizational Management
Ms. Dominic Ontiveros Ms. Dominic Ontiveros's Fidelity Investments Experience February 2012 - Present
Job Fidelity Investments, Licensed Financial Rep II
Industry Investment Management
Experience
Fidelity Investments February 2012 - Present
State of Texas November 2009 - January 2012
Priority Professional Services July 2006 - August 2009
Verizon July 2000 - July 2006
VarTec Telecom March 1998 - April 2000
Skills
Management, Talent Acquisition, Training, Customer Service, Human Resources, Social Services, Interviews, Recruiting, Leadership, Coaching, Employee Benefits, Call Centers, Employee Training, Networking, Strategic Planning, Team Building, Sales
Education
University of Phoenix 2004 — 2007
AAGS, Business Management
Fidelity Investments February 2012 - Present
State of Texas November 2009 - January 2012
Priority Professional Services July 2006 - August 2009
Verizon July 2000 - July 2006
VarTec Telecom March 1998 - April 2000
Skills
Management, Talent Acquisition, Training, Customer Service, Human Resources, Social Services, Interviews, Recruiting, Leadership, Coaching, Employee Benefits, Call Centers, Employee Training, Networking, Strategic Planning, Team Building, Sales
Education
University of Phoenix 2004 — 2007
AAGS, Business Management
Becky Gudgell Baggett, MEd, PHR's Fidelity Investments Experience November 2006 - November 2008
Job HR and Employee Development Manager at Utah Power Credit Union
Industry Human Resources
Experience
Utah Power Credit Union September 2014 - Present
Western Governors University April 2014 - Present
Western Governors University October 2013 - April 2014
Western Governors University April 2010 - October 2013
Western Governors University October 2009 - April 2010
Wells Fargo Investments January 2009 - October 2009
Fidelity Investments November 2006 - November 2008
Professional Education Institute September 2005 - November 2006
The Franklin Group - Centerville September 2003 - November 2006
Skills
Training, Leadership, Recruiting, Organization, Interviews, Coaching, Instructional Design, Leadership Development, Adult Education, E-Learning, Staff Development, Team Building, Conflict Resolution, Employee Relations, Higher Education, Career Counseling, Human Resources, Talent Acquisition, Applicant Tracking..., Public Speaking, Resume Writing, Distance Learning, Management, Strategy, Career Development, Time Management, Program Management, Employee Engagement, Hiring, Policy, Succession Planning, Performance Management, Employee Training, Fundraising, Payroll, Strategic Planning, Talent Management, Workshop Facilitation, Nonprofits, Employee Benefits, Onboarding, Project Management, Organizational..., Curriculum Design
Education
University of Phoenix 2008 — 2009
MAed, Adult Education and Training (HR, Learning and Development)
University of Phoenix 2006 — 2008
Bachelors, Business Management
Utah Power Credit Union September 2014 - Present
Western Governors University April 2014 - Present
Western Governors University October 2013 - April 2014
Western Governors University April 2010 - October 2013
Western Governors University October 2009 - April 2010
Wells Fargo Investments January 2009 - October 2009
Fidelity Investments November 2006 - November 2008
Professional Education Institute September 2005 - November 2006
The Franklin Group - Centerville September 2003 - November 2006
Skills
Training, Leadership, Recruiting, Organization, Interviews, Coaching, Instructional Design, Leadership Development, Adult Education, E-Learning, Staff Development, Team Building, Conflict Resolution, Employee Relations, Higher Education, Career Counseling, Human Resources, Talent Acquisition, Applicant Tracking..., Public Speaking, Resume Writing, Distance Learning, Management, Strategy, Career Development, Time Management, Program Management, Employee Engagement, Hiring, Policy, Succession Planning, Performance Management, Employee Training, Fundraising, Payroll, Strategic Planning, Talent Management, Workshop Facilitation, Nonprofits, Employee Benefits, Onboarding, Project Management, Organizational..., Curriculum Design
Education
University of Phoenix 2008 — 2009
MAed, Adult Education and Training (HR, Learning and Development)
University of Phoenix 2006 — 2008
Bachelors, Business Management
Steven Tozer Steven Tozer's Fidelity Investments Experience July 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments April 2011 - July 2012
Fidelity Investments August 2010 - April 2011
Fidelity Investments October 2008 - August 2010
Fidelity Investments November 2007 - October 2008
Skills
Investment Planning, Retirement Planning, Financial Planning, Equities, Mutual Funds, Securities, Portfolio Management, Series 63, Retirement, Financial Services, Trading, Wealth Management, Series 7, Asset Allocation, 401k, Investment Advisory, Investment Strategies, Fixed Income, Relationship Management, Insurance, Fixed Annuities, Life Insurance, Investment Management, Employee Benefits, Financial Advisory
Education
University of Phoenix 2009 — 2015
Bachelor of Science (B.S.), Finance, 3.2
Virginia Polytechnic Institute and State University 1999 — 2003
Fidelity Investments July 2012 - Present
Fidelity Investments April 2011 - July 2012
Fidelity Investments August 2010 - April 2011
Fidelity Investments October 2008 - August 2010
Fidelity Investments November 2007 - October 2008
Skills
Investment Planning, Retirement Planning, Financial Planning, Equities, Mutual Funds, Securities, Portfolio Management, Series 63, Retirement, Financial Services, Trading, Wealth Management, Series 7, Asset Allocation, 401k, Investment Advisory, Investment Strategies, Fixed Income, Relationship Management, Insurance, Fixed Annuities, Life Insurance, Investment Management, Employee Benefits, Financial Advisory
Education
University of Phoenix 2009 — 2015
Bachelor of Science (B.S.), Finance, 3.2
Virginia Polytechnic Institute and State University 1999 — 2003
Carol Wilhelm's Fidelity Investments Experience April 1992 - March 2007
Job Senior Communications Consultant at John Hancock Financial Services
Industry Marketing and Advertising
Experience
John Hancock Financial Services April 2015 - Present
New York Life February 2008 - April 2015
Fidelity Investments April 1992 - March 2007
Fidelity Investments August 1996 - January 2000
Macy's 1988 - 1991
Abraham & Straus 1986 - 1988
Skills
Marketing, Cross-functional Team..., Product Marketing, Management, Project Management, Strategic Communications, Training, Analysis, Series 63, Customer Service, Series 6, Strategy
Education
University of Pennsylvania 1978 — 1982
Germantown Friends Fchool
John Hancock Financial Services April 2015 - Present
New York Life February 2008 - April 2015
Fidelity Investments April 1992 - March 2007
Fidelity Investments August 1996 - January 2000
Macy's 1988 - 1991
Abraham & Straus 1986 - 1988
Skills
Marketing, Cross-functional Team..., Product Marketing, Management, Project Management, Strategic Communications, Training, Analysis, Series 63, Customer Service, Series 6, Strategy
Education
University of Pennsylvania 1978 — 1982
Germantown Friends Fchool
Dan Sherwood's Fidelity Investments Experience March 2013 - Present
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments August 2008 - March 2013
UBS Global Asset Management June 2007 - August 2007
Merrill Lynch 1998 - 2006
Merrill Lynch 1998 - 2006
Skills
Equities, Equity Research, Financial Modeling, Trading, Valuation, Investments, Asset Management, Portfolio Management, Hedge Funds, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
Yale University 1994 — 1998
Bachelor's degree
Fidelity Investments March 2013 - Present
Fidelity Investments August 2008 - March 2013
UBS Global Asset Management June 2007 - August 2007
Merrill Lynch 1998 - 2006
Merrill Lynch 1998 - 2006
Skills
Equities, Equity Research, Financial Modeling, Trading, Valuation, Investments, Asset Management, Portfolio Management, Hedge Funds, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
Yale University 1994 — 1998
Bachelor's degree
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
Samuel Taylor's Fidelity Investments Experience August 2011 - Present
Job Equity Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2011 - Present
Mesoamerica Investments May 2008 - May 2009
Oliver Wyman August 2005 - March 2008
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Yale University 2001 — 2005
BA, Economics
Milton Academy 1997 — 2001
Fidelity Investments August 2011 - Present
Mesoamerica Investments May 2008 - May 2009
Oliver Wyman August 2005 - March 2008
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Yale University 2001 — 2005
BA, Economics
Milton Academy 1997 — 2001
Robert (Bob) Patrick's Fidelity Investments Experience January 1992 - January 1997
Job Financial Services Industry Expert
Industry Financial Services
Experience
Raymond James July 2005 - March 2015
Bank of America January 1997 - January 2005
Fidelity Investments January 1992 - January 1997
Skills
Practice Management, Branch Management, Wealth Management, Sales, Investment Advisory, Investments, Training, Securities, Client Acquisition, Advisory Process, Series 7, Mutual Funds, Financial Services, Series 63, FINRA, Retirement Planning, Strategic Financial..., Portfolio Management, Relationship Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute, Financial Planning and Services
University of Wisconsin-Milwaukee 1981 — 1983
Economics
Raymond James July 2005 - March 2015
Bank of America January 1997 - January 2005
Fidelity Investments January 1992 - January 1997
Skills
Practice Management, Branch Management, Wealth Management, Sales, Investment Advisory, Investments, Training, Securities, Client Acquisition, Advisory Process, Series 7, Mutual Funds, Financial Services, Series 63, FINRA, Retirement Planning, Strategic Financial..., Portfolio Management, Relationship Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute, Financial Planning and Services
University of Wisconsin-Milwaukee 1981 — 1983
Economics
Sara Hill's Fidelity Investments Experience 2004 - 2007
Job CHRO at Ceridian, a leading human capital management organization
Industry Human Resources
Experience
Ceridian August 2012 - Present
U.S. Bank 2007 - 2011
Fidelity Investments 2004 - 2007
Hay Group 1997 - 2004
Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Organizational Design, Deferred Compensation, Organizational..., Employee Relations, Onboarding, Human Resources, Organizational..., Talent Acquisition, Workforce Planning, HRIS, Leadership Development, Recruiting, Employee Benefits, Change Management, Executive Coaching, HR Consulting
Education
University of Pennsylvania
B.A.
Vanderbilt University - Owen Graduate School of Management
M.B.A.
Ceridian August 2012 - Present
U.S. Bank 2007 - 2011
Fidelity Investments 2004 - 2007
Hay Group 1997 - 2004
Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Organizational Design, Deferred Compensation, Organizational..., Employee Relations, Onboarding, Human Resources, Organizational..., Talent Acquisition, Workforce Planning, HRIS, Leadership Development, Recruiting, Employee Benefits, Change Management, Executive Coaching, HR Consulting
Education
University of Pennsylvania
B.A.
Vanderbilt University - Owen Graduate School of Management
M.B.A.
James Ojemann's Fidelity Investments Experience July 2012 - December 2013
Job Sr Project Manager, Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance December 2013 - Present
Fidelity Investments July 2012 - December 2013
OmegaTech Solutions Inc July 2001 - June 2012
Putnam Investments 2001 - July 2011
Putnam Investments April 1997 - June 2001
Wellington Management September 1995 - April 1997
Thomson Financial June 1991 - September 1995
GTE Government Systems June 1989 - June 1991
John Hancock Life Insurance Company (U.S.A.) May 1987 - June 1989
Skills
Project Management, Software Development, Agile Methodologies, Integration, Bloomberg, Program Management, CRM, Equities, PMP, Cross-functional Team..., Databases, Process Improvement, Leadership, Management, Financial Services, Enterprise Software, Data Warehousing, XML, PHP, ASP, MySQL, Business Analysis, Market Data, SDLC, Requirements Analysis, Vendor Management, Software Project..., Risk Management, Consulting
Education
University of Pennsylvania 1978 — 1983
BA, International Relations/ Economics
Noble and Greenough 1973 — 1978
HS
Dexter 1967 — 1973
Liberty Mutual Insurance December 2013 - Present
Fidelity Investments July 2012 - December 2013
OmegaTech Solutions Inc July 2001 - June 2012
Putnam Investments 2001 - July 2011
Putnam Investments April 1997 - June 2001
Wellington Management September 1995 - April 1997
Thomson Financial June 1991 - September 1995
GTE Government Systems June 1989 - June 1991
John Hancock Life Insurance Company (U.S.A.) May 1987 - June 1989
Skills
Project Management, Software Development, Agile Methodologies, Integration, Bloomberg, Program Management, CRM, Equities, PMP, Cross-functional Team..., Databases, Process Improvement, Leadership, Management, Financial Services, Enterprise Software, Data Warehousing, XML, PHP, ASP, MySQL, Business Analysis, Market Data, SDLC, Requirements Analysis, Vendor Management, Software Project..., Risk Management, Consulting
Education
University of Pennsylvania 1978 — 1983
BA, International Relations/ Economics
Noble and Greenough 1973 — 1978
HS
Dexter 1967 — 1973
Teresa Hassara's Fidelity Investments Experience January 1992 - October 2009
Job Executive Vice President and President of Institutional Retirement at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2009 - Present
Fidelity Investments January 1992 - October 2009
Skills
Advocacy, Asset Management, Financial Services, Global Experience, Investment Advisory..., Leadership, Leading Change, Management, Mentoring, Nonprofits, Relationship Management, Retirement Planning, Series 7, Series 24, Strategic Planning, Wealth Management, 401k, 403 b, Strategy, Change Management, Finance, Executive Management, Securities
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Vanderbilt University 1980 — 1984
Bachelor of Arts (B.A.), Political Science, Economics
Turpin High School 1977 — 1980
TIAA-CREF November 2009 - Present
Fidelity Investments January 1992 - October 2009
Skills
Advocacy, Asset Management, Financial Services, Global Experience, Investment Advisory..., Leadership, Leading Change, Management, Mentoring, Nonprofits, Relationship Management, Retirement Planning, Series 7, Series 24, Strategic Planning, Wealth Management, 401k, 403 b, Strategy, Change Management, Finance, Executive Management, Securities
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Vanderbilt University 1980 — 1984
Bachelor of Arts (B.A.), Political Science, Economics
Turpin High School 1977 — 1980
Missy Wasserman's Fidelity Investments Experience May 2003 - June 2008
Job Business Office Manager at MBK Senior Living
Industry Hospital & Health Care
Experience
MBK Senior Living July 2014 - Present
VFC Lightning Protection August 2011 - July 2014
Goldman Sachs June 2008 - July 2010
Fidelity Investments May 2003 - June 2008
State of Utah August 1999 - May 2003
Skills
Payroll, Management, Accounts Receivable, Auditing, Account Reconciliation, Accounting, Tax, Financial Analysis, Employee Benefits, Process Improvement, Policy, Leadership, Risk Management, Training, Banking, Six Sigma, Microsoft Office, Contract Management, Accounts Payable, Billing Process, Financial Services, Financial Reporting, ADP Payroll, QuickBooks, Supply Chain Management, Inventory Management, Human Resources, Government Accounting, Mutual Funds, Benefits Administration, Prevailing Wage, Team Management, Presentations, Workers Compensation, Team Building, Microsoft Excel
Education
Weber State University 2006 — 2007
Masters, Business Administration
University of Phoenix 2002 — 2005
Bachelor of Science, Accounting
MBK Senior Living July 2014 - Present
VFC Lightning Protection August 2011 - July 2014
Goldman Sachs June 2008 - July 2010
Fidelity Investments May 2003 - June 2008
State of Utah August 1999 - May 2003
Skills
Payroll, Management, Accounts Receivable, Auditing, Account Reconciliation, Accounting, Tax, Financial Analysis, Employee Benefits, Process Improvement, Policy, Leadership, Risk Management, Training, Banking, Six Sigma, Microsoft Office, Contract Management, Accounts Payable, Billing Process, Financial Services, Financial Reporting, ADP Payroll, QuickBooks, Supply Chain Management, Inventory Management, Human Resources, Government Accounting, Mutual Funds, Benefits Administration, Prevailing Wage, Team Management, Presentations, Workers Compensation, Team Building, Microsoft Excel
Education
Weber State University 2006 — 2007
Masters, Business Administration
University of Phoenix 2002 — 2005
Bachelor of Science, Accounting
Michael Carethers - Home's Fidelity Investments Experience October 2011 - Present
Job System Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Fidelity Investments October 2011 - Present
Signature Consultants August 2010 - October 2011
Veritude August 2008 - July 2010
Skills
Easytrieve, VSAM, CICS, JCL, TSO, COBOL, DB2, Mainframe, Endevor, Systems Analysis, DB2/SQL, Fileaid, MVS, SDLC, Visio, Testing, XML, FTP, Databases, Visual Studio, Xpediter, Documentation, SPUFI, IBM Utilities, Intertest, IBM Mainframe, Syncsort, ISPF, SQL, Application Development, Programming
Education
Winston-Salem State University 1987 — 1993
Bachelor of Science, Computer Science
University of Phoenix
Master of Science, Information Systems
Wells Fargo October 2013 - Present
Fidelity Investments October 2011 - Present
Signature Consultants August 2010 - October 2011
Veritude August 2008 - July 2010
Skills
Easytrieve, VSAM, CICS, JCL, TSO, COBOL, DB2, Mainframe, Endevor, Systems Analysis, DB2/SQL, Fileaid, MVS, SDLC, Visio, Testing, XML, FTP, Databases, Visual Studio, Xpediter, Documentation, SPUFI, IBM Utilities, Intertest, IBM Mainframe, Syncsort, ISPF, SQL, Application Development, Programming
Education
Winston-Salem State University 1987 — 1993
Bachelor of Science, Computer Science
University of Phoenix
Master of Science, Information Systems
Bryan Grossman's Fidelity Investments Experience November 2006 - August 2014
Job Director, Program Management Office at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt September 2014 - Present
Fidelity Investments November 2006 - August 2014
Fidelity Investments August 2003 - October 2006
Skills
Relationship Management, Program Management, Cross-functional Team..., Project Management, Business Analysis, Financial Services, Vendor Management, Process Improvement, SDLC, Software Project..., Visio, Business Process..., Agile Methodologies, Microsoft Excel, PMP, Strategic Planning, Customer Service
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Operations Management, Corporate Finance
University of Pennsylvania 1996 — 2000
Bachelor's Degree, Mathematics, Communications, Computer Science
PS 222 in Brooklyn?
Aon Hewitt September 2014 - Present
Fidelity Investments November 2006 - August 2014
Fidelity Investments August 2003 - October 2006
Skills
Relationship Management, Program Management, Cross-functional Team..., Project Management, Business Analysis, Financial Services, Vendor Management, Process Improvement, SDLC, Software Project..., Visio, Business Process..., Agile Methodologies, Microsoft Excel, PMP, Strategic Planning, Customer Service
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Operations Management, Corporate Finance
University of Pennsylvania 1996 — 2000
Bachelor's Degree, Mathematics, Communications, Computer Science
PS 222 in Brooklyn?
Tricia Hollman-Rosenberg's Fidelity Investments Experience June 2007 - August 2009
Job Senior Retirement Benefits Program Manager
Industry Human Resources
Experience
TIAA-CREF June 2013 - Present
ABB August 2010 - July 2012
Fidelity Investments June 2007 - August 2009
Vanguard 2005 - 2007
THR Financial Consulting September 2001 - December 2005
Wachovia Bank July 1999 - September 2001
Delaware Investments 1995 - 1998
Prudential Securities 1993 - 1996
Skills
Business Process..., Program Management, Process Improvement, Project Management, Management Consulting, Strategy, Management, Six Sigma, Leadership, Team Leadership, Strategic Planning, Project Planning, Business Planning, PMO, Analysis, Requirements Gathering, Employee Benefits, Competitive Analysis, Financial Services, Budgets
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BS, Accounting/Management
TIAA-CREF June 2013 - Present
ABB August 2010 - July 2012
Fidelity Investments June 2007 - August 2009
Vanguard 2005 - 2007
THR Financial Consulting September 2001 - December 2005
Wachovia Bank July 1999 - September 2001
Delaware Investments 1995 - 1998
Prudential Securities 1993 - 1996
Skills
Business Process..., Program Management, Process Improvement, Project Management, Management Consulting, Strategy, Management, Six Sigma, Leadership, Team Leadership, Strategic Planning, Project Planning, Business Planning, PMO, Analysis, Requirements Gathering, Employee Benefits, Competitive Analysis, Financial Services, Budgets
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BS, Accounting/Management
Amy Hurry's Fidelity Investments Experience May 2006 - December 2007
Job Global IT Program Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2014 - Present
Independent Contractor May 2011 - Present
RBC Bank (acquired by PNC March 2011) February 2008 - May 2011
Fidelity Investments May 2006 - December 2007
Blue Cross/ Blue Shield of North Carolina May 2004 - May 2006
Fleet Bank (acquired by Bank of America) 2001 - 2003
Skills
PMO, Program Management, Project Execution, Vendor Management, Project Finance, Business Strategy, Business Case, Resource Management, Risk Management, Cost Allocation, Forecasting, IT Management, IT Strategy, Software Implementation, Customer Experience, Sales Support, Business Relationship..., Issues Management, Risk Assessment, IT project management, Project Implementation, Project Management, MS Project, Leadership, Management, Project Delivery, Business Process..., Project Portfolio..., Strategic Planning, IT Service Management, Business Analysis, Strategy, Outsourcing, Change Management, Business Process, SDLC, Microsoft Project
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Bachelor of Science in Engineering
Credit Suisse August 2014 - Present
Independent Contractor May 2011 - Present
RBC Bank (acquired by PNC March 2011) February 2008 - May 2011
Fidelity Investments May 2006 - December 2007
Blue Cross/ Blue Shield of North Carolina May 2004 - May 2006
Fleet Bank (acquired by Bank of America) 2001 - 2003
Skills
PMO, Program Management, Project Execution, Vendor Management, Project Finance, Business Strategy, Business Case, Resource Management, Risk Management, Cost Allocation, Forecasting, IT Management, IT Strategy, Software Implementation, Customer Experience, Sales Support, Business Relationship..., Issues Management, Risk Assessment, IT project management, Project Implementation, Project Management, MS Project, Leadership, Management, Project Delivery, Business Process..., Project Portfolio..., Strategic Planning, IT Service Management, Business Analysis, Strategy, Outsourcing, Change Management, Business Process, SDLC, Microsoft Project
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Bachelor of Science in Engineering
Rick Malnight's Fidelity Investments Experience March 2007 - Present
Job Analyst at Fidelity Investments
Industry Chemicals
Experience
Fidelity Investments March 2007 - Present
W. R. Huff Asset Management May 2001 - December 2006
Air Products and Chemicals, Inc. April 1989 - May 2001
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania 1985 — 1988
BS, Chemical Engineering
Fidelity Investments March 2007 - Present
W. R. Huff Asset Management May 2001 - December 2006
Air Products and Chemicals, Inc. April 1989 - May 2001
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania 1985 — 1988
BS, Chemical Engineering
Deon Jones's Fidelity Investments Experience June 2000 - September 2008
Job Customer Service Assistant SPECIALIST at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
JPMorgan Chase June 2012 - Present
JPMorgan Chase February 2012 - June 2012
JP Morgan Chase June 2009 - October 2010
Fidelity Investments June 2000 - September 2008
Skills
Relationship Management, Series 7, Mutual Funds, Banking, Credit, Financial Services, 401k, Credit Analysis, Portfolio Management, Investments, Loans, Series 24, FHA, Refinance, Mortgage Banking, Sales
Education
University of Phoenix 2007 — 2008
MBA, Business Administration
Paul Quinn 1995 — 2000
Bachelors, Business Administration
J.P. Morgan September 2013 - Present
JPMorgan Chase June 2012 - Present
JPMorgan Chase February 2012 - June 2012
JP Morgan Chase June 2009 - October 2010
Fidelity Investments June 2000 - September 2008
Skills
Relationship Management, Series 7, Mutual Funds, Banking, Credit, Financial Services, 401k, Credit Analysis, Portfolio Management, Investments, Loans, Series 24, FHA, Refinance, Mortgage Banking, Sales
Education
University of Phoenix 2007 — 2008
MBA, Business Administration
Paul Quinn 1995 — 2000
Bachelors, Business Administration
Ed Rinehart's Fidelity Investments Experience January 2001 - October 2007
Job Senior Benefits Consultant at Philips Electronics
Industry Human Resources
Experience
Philips Electronics October 2007 - Present
Fidelity Investments January 2001 - October 2007
Liberty Mutual March 1998 - January 2001
William M. Mercer, Inc. 1993 - 1995
Prudential Financial November 1989 - September 1992
Skills
Strategic Planning, Contract Negotiations, Vendor Management, Contract Negotiation, Negotiation, Employee Benefits, Mergers, Insurance, Mergers & Acquisitions, Human Resources, Leadership, Program Management, Benefits Administration, Management, Employee Relations, Process Improvement, Analysis
Education
University of Pennsylvania 1984 — 1988
BA, Political Science and Economics
Philips Electronics October 2007 - Present
Fidelity Investments January 2001 - October 2007
Liberty Mutual March 1998 - January 2001
William M. Mercer, Inc. 1993 - 1995
Prudential Financial November 1989 - September 1992
Skills
Strategic Planning, Contract Negotiations, Vendor Management, Contract Negotiation, Negotiation, Employee Benefits, Mergers, Insurance, Mergers & Acquisitions, Human Resources, Leadership, Program Management, Benefits Administration, Management, Employee Relations, Process Improvement, Analysis
Education
University of Pennsylvania 1984 — 1988
BA, Political Science and Economics
Dola Stemberg's Fidelity Investments Experience 1986 - 1987
Job Independent Marketing Professional
Industry Marketing and Advertising
Experience
Beacon Angels January 2007 - Present
Putnam Investments 1987 - 1993
Fidelity Investments 1986 - 1987
Stride Rite 1985 - 1986
Polaroid 1984 - 1985
Gillette 1978 - 1985
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Marketing
Vassar College 1970 — 1974
Beacon Angels January 2007 - Present
Putnam Investments 1987 - 1993
Fidelity Investments 1986 - 1987
Stride Rite 1985 - 1986
Polaroid 1984 - 1985
Gillette 1978 - 1985
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Marketing
Vassar College 1970 — 1974
Stewart Carpenter's Fidelity Investments Experience March 2010 - Present
Job Solutions Architect
Industry Computer Software
Experience
Fidelity Investments March 2010 - Present
Epic Consulting April 2009 - March 2010
Fidelity Investments November 1998 - February 2009
Information Resources Inc. March 1992 - October 1998
IRI Software 1992 - 1998
Skills
Application Architecture, Scalability, Architecture, Application Development, Programming, IT Strategy, Enterprise Architecture, SOA, Spring, J2EE, SDLC, Web Services, Maven, Integration, XML, SQL, Portfolio Management, Java, C#, JavaScript, C, SOAP, Trading Systems, ClearCase, High Availability, Software Development, PL/SQL, Web Applications, JDBC, Java Enterprise Edition, Architectures, Agile Methodologies, Databases, Tomcat, Software Project...
Education
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Finance, Statistics
Fidelity Investments March 2010 - Present
Epic Consulting April 2009 - March 2010
Fidelity Investments November 1998 - February 2009
Information Resources Inc. March 1992 - October 1998
IRI Software 1992 - 1998
Skills
Application Architecture, Scalability, Architecture, Application Development, Programming, IT Strategy, Enterprise Architecture, SOA, Spring, J2EE, SDLC, Web Services, Maven, Integration, XML, SQL, Portfolio Management, Java, C#, JavaScript, C, SOAP, Trading Systems, ClearCase, High Availability, Software Development, PL/SQL, Web Applications, JDBC, Java Enterprise Edition, Architectures, Agile Methodologies, Databases, Tomcat, Software Project...
Education
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Finance, Statistics
Eric Carey's Fidelity Investments Experience November 1996 - November 1999
Job VP of Services and Support at SOLiD Technologies
Industry Telecommunications
Experience
SOLiD Technologies January 2013 - Present
SOLiD Technologies January 2012 - Present
Sprint November 2004 - January 2012
Sprint Nextel Corp 2004 - January 2012
Vastera November 1999 - June 2004
Fidelity Investments November 1996 - November 1999
CUSA Technologies February 1991 - November 1996
Skills
Wireless, WiMAX, LTE, 4G, CDMA, Cellular Communications, RF Engineering, Telecommunications, RF, GSM, Microwave, Vendor Management
Education
University of Phoenix 1995 — 1997
MBA, Technology Management
Utah State University 1985 — 1990
Bachelors of Science, Computer Science
SOLiD Technologies January 2013 - Present
SOLiD Technologies January 2012 - Present
Sprint November 2004 - January 2012
Sprint Nextel Corp 2004 - January 2012
Vastera November 1999 - June 2004
Fidelity Investments November 1996 - November 1999
CUSA Technologies February 1991 - November 1996
Skills
Wireless, WiMAX, LTE, 4G, CDMA, Cellular Communications, RF Engineering, Telecommunications, RF, GSM, Microwave, Vendor Management
Education
University of Phoenix 1995 — 1997
MBA, Technology Management
Utah State University 1985 — 1990
Bachelors of Science, Computer Science
Leanhart, Brian's Fidelity Investments Experience February 2007 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2007 - Present
Fidelity Investments March 1996 - January 2007
Kentuckiana Pension Administrators August 1994 - February 1996
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Fidelity Investments February 2007 - Present
Fidelity Investments March 1996 - January 2007
Kentuckiana Pension Administrators August 1994 - February 1996
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Craig Pepe's Fidelity Investments Experience September 2006 - July 2007
Job Valet Parking and Trafic Control at Executive Parking (part time)
Industry Financial Services
Experience
Executive Parking April 2015 - Present
H&R Block December 2014 - Present
Medsave (temp assignment) June 2014 - October 2014
Stanley Steemer May 2011 - April 2013
Premier Coins July 2010 - April 2011
Fidelity Investments September 2006 - July 2007
Alliance Bernstein August 2004 - September 2005
Deutsche Bank Asset Management August 2002 - April 2004
Allianz Dresdner Asset Management May 2001 - August 2002
Alliance Capital Management October 1998 - May 2001
Skills
Corporate Actions, Securities, Fixed Income, Equities, Financial Services, Investments, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Management, Banking, FINRA, Derivatives, Alternative Investments, Trading, Hedge Funds, Mergers & Acquisitions, Back Office, Options, Capital Markets, Bonds, Investment Management, Microsoft Excel, Microsoft Word
Education
H&R Block Tax Preparation school 2014 — 2014
Income Tax preparation
Pohs Institute 2008 — 2008
10-55 LIfe Accident and Health Insurance Agent License, Life, Accident, and Health Insurance
University of Pennsylvania 1994 — 1998
BA Economics and Psychology, Economics and Psychology
Chaminade High School 1990 — 1994
HS diploma, Liberal arts, Honor Roll Student 4 years
Executive Parking April 2015 - Present
H&R Block December 2014 - Present
Medsave (temp assignment) June 2014 - October 2014
Stanley Steemer May 2011 - April 2013
Premier Coins July 2010 - April 2011
Fidelity Investments September 2006 - July 2007
Alliance Bernstein August 2004 - September 2005
Deutsche Bank Asset Management August 2002 - April 2004
Allianz Dresdner Asset Management May 2001 - August 2002
Alliance Capital Management October 1998 - May 2001
Skills
Corporate Actions, Securities, Fixed Income, Equities, Financial Services, Investments, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Management, Banking, FINRA, Derivatives, Alternative Investments, Trading, Hedge Funds, Mergers & Acquisitions, Back Office, Options, Capital Markets, Bonds, Investment Management, Microsoft Excel, Microsoft Word
Education
H&R Block Tax Preparation school 2014 — 2014
Income Tax preparation
Pohs Institute 2008 — 2008
10-55 LIfe Accident and Health Insurance Agent License, Life, Accident, and Health Insurance
University of Pennsylvania 1994 — 1998
BA Economics and Psychology, Economics and Psychology
Chaminade High School 1990 — 1994
HS diploma, Liberal arts, Honor Roll Student 4 years
Cheryle Young's Fidelity Investments Experience 1995 - 2002
Job Senior Realtor at Today Real Estate
Industry Real Estate
Experience
Today Real Estate May 2003 - Present
Fidelity Investments 1995 - 2002
Price Waterhouse Management Consultants 1988 - 1995
Price Waterhouse 1985 - 1988
Skills
Financial Modeling, Financial Analysis, Asset Managment, Valuation, Due Diligence, Sellers, Strategic Planning, Investment Properties, Relocation, Real Estate Transactions, Mergers
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics, Accounting and Finance
Wellesley High School 1979 — 1981
Today Real Estate May 2003 - Present
Fidelity Investments 1995 - 2002
Price Waterhouse Management Consultants 1988 - 1995
Price Waterhouse 1985 - 1988
Skills
Financial Modeling, Financial Analysis, Asset Managment, Valuation, Due Diligence, Sellers, Strategic Planning, Investment Properties, Relocation, Real Estate Transactions, Mergers
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics, Accounting and Finance
Wellesley High School 1979 — 1981
Shelly Benz's Fidelity Investments Experience June 1998 - July 2010
Job Client Manager at 84.51º
Industry Financial Services
Experience
84.51˚ February 2015 - Present
dunnhumbyUSA July 2010 - Present
Fidelity Investments June 1998 - July 2010
Education
University of Phoenix 2002 — 2005
84.51˚ February 2015 - Present
dunnhumbyUSA July 2010 - Present
Fidelity Investments June 1998 - July 2010
Education
University of Phoenix 2002 — 2005
Lana Pech's Fidelity Investments Experience 1998 - 2008
Job Sprint Discount Program Account Manager Marketing, Sales and Customer Relationships
Industry Telecommunications
Experience
Sprint January 2008 - Present
Fidelity Investments 1998 - 2008
Skills
Salesforce.com, Account Management, Direct Sales, Solution Selling, Telecommunications, Managed Services, Wireless, Mobile Devices, Call Centers, Strategic Partnerships, Vendor Management, Customer Retention, VoIP, Customer Experience, Sales Process, CRM, Cross-functional Team..., Customer Satisfaction, Selling, Sales
Education
University of Phoenix 2010 — 2012
MBA, Master of Business Administration
University of Phoenix 2003 — 2009
Bachelor, Business Management
Sprint January 2008 - Present
Fidelity Investments 1998 - 2008
Skills
Salesforce.com, Account Management, Direct Sales, Solution Selling, Telecommunications, Managed Services, Wireless, Mobile Devices, Call Centers, Strategic Partnerships, Vendor Management, Customer Retention, VoIP, Customer Experience, Sales Process, CRM, Cross-functional Team..., Customer Satisfaction, Selling, Sales
Education
University of Phoenix 2010 — 2012
MBA, Master of Business Administration
University of Phoenix 2003 — 2009
Bachelor, Business Management
Kii Dani Dennis's Fidelity Investments Experience December 2007 - August 2008
Job Experienced Healthcare Contract Coord, Sr Analyst/Auditor, Provider Ntwrk Rep, Svc Consultant & Claims Benefit Spclst
Industry Insurance
Experience
AmeriCredit May 2007 - July 2010
Fidelity Investments December 2007 - August 2008
USHealth Administrators, Inc March 2007 - December 2007
Aetna, Inc December 1997 - March 2007
Skills
Leadership, Financial Analysis, Accounting, Management, Negotiation, Project Management, Training, Insurance, Employee Benefits, Customer Service, Finance, Public Speaking
Education
University of Phoenix 2003 — 2006
Business Management
Thomas Snell Weaver High School 1984 — 1987
HS Diploma, Honors Studies
AmeriCredit May 2007 - July 2010
Fidelity Investments December 2007 - August 2008
USHealth Administrators, Inc March 2007 - December 2007
Aetna, Inc December 1997 - March 2007
Skills
Leadership, Financial Analysis, Accounting, Management, Negotiation, Project Management, Training, Insurance, Employee Benefits, Customer Service, Finance, Public Speaking
Education
University of Phoenix 2003 — 2006
Business Management
Thomas Snell Weaver High School 1984 — 1987
HS Diploma, Honors Studies
Ralph Aldridge's Fidelity Investments Experience June 1993 - August 1997
Job Principal at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2002 - Present
UBS June 1998 - June 2002
Fidelity Investments June 1993 - August 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1998
Morgan Stanley Investment Management July 2002 - Present
UBS June 1998 - June 2002
Fidelity Investments June 1993 - August 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1998
Dwight Kidd's Fidelity Investments Experience June 2000 - December 2000
Job MBA
Industry Online Media
Experience
Move Networks March 2009 - Present
Precorp April 2008 - December 2008
Twinlab October 2007 - April 2008
Vernal Sports Center June 2007 - September 2007
Coldwell Banker Residential Brokerage October 2006 - May 2007
University of Phoenix February 2001 - September 2006
Fidelity Investments June 2000 - December 2000
Education
University of Phoenix 2002 — 2004
MBA
University of Utah 1998 — 2000
Move Networks March 2009 - Present
Precorp April 2008 - December 2008
Twinlab October 2007 - April 2008
Vernal Sports Center June 2007 - September 2007
Coldwell Banker Residential Brokerage October 2006 - May 2007
University of Phoenix February 2001 - September 2006
Fidelity Investments June 2000 - December 2000
Education
University of Phoenix 2002 — 2004
MBA
University of Utah 1998 — 2000
Maxine Hensel's Fidelity Investments Experience June 2013 - Present
Job Strategy Director at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2013 - Present
McKinsey & Company 2009 - May 2013
Lehman Brothers July 2004 - April 2007
Skills
Valuation, Due Diligence, Corporate Development, Financial Modeling, Corporate Finance, Mergers, Venture Capital
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Yale University 2000 — 2004
BA, Applied Math and Economics
Fidelity Investments June 2013 - Present
McKinsey & Company 2009 - May 2013
Lehman Brothers July 2004 - April 2007
Skills
Valuation, Due Diligence, Corporate Development, Financial Modeling, Corporate Finance, Mergers, Venture Capital
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Yale University 2000 — 2004
BA, Applied Math and Economics
Jason Bandley's Fidelity Investments Experience Client Services ManagerFidelity InvestmentsJanuary 2001 - July 2005
Job Sr. Quality Assurance Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments Client Services ManagerFidelity InvestmentsJanuary 2001 - July 2005
Education
University of Phoenix 2008 — 2010
Masters of Business Administration
University of Phoenix 2006 — 2008
Bachelors of Science, Information Technology
Fidelity Investments Client Services ManagerFidelity InvestmentsJanuary 2001 - July 2005
Education
University of Phoenix 2008 — 2010
Masters of Business Administration
University of Phoenix 2006 — 2008
Bachelors of Science, Information Technology
Jeanette Morgan Barrett's Fidelity Investments Experience October 2014 - Present
Job VP/Executive Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments April 2006 - October 2014
PHH Mortgage 2002 - 2005
Skills
Series 7, Retirement Planning, Financial Services, Portfolio Management, Series 63, Strategic Financial..., Loans, Mutual Funds, Asset Allocation, Retirement, Banking, Credit
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts (B.A.), Economics
Fidelity Investments October 2014 - Present
Fidelity Investments April 2006 - October 2014
PHH Mortgage 2002 - 2005
Skills
Series 7, Retirement Planning, Financial Services, Portfolio Management, Series 63, Strategic Financial..., Loans, Mutual Funds, Asset Allocation, Retirement, Banking, Credit
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts (B.A.), Economics
Nathan Larsen's Fidelity Investments Experience July 1996 - August 2005
Job Financial Services and Banking Professional, Business Owner and Investor
Industry Financial Services
Experience
Strongbrook April 2011 - Present
America First Credit Union July 2008 - April 2011
I Squared Enterprises March 2007 - July 2008
JPMorgan Chase August 2005 - March 2007
Fidelity Investments July 1996 - August 2005
Skills
Business Relationship..., Project Management, Project Planning, Credit, Loans, Banking, Sales, Budgets, Management, CRM, Team Building, Risk Management, Process Improvement, Customer Service, Sales Management, Team Management, Real Estate, Strategic Planning, Strategy, Finance, Leadership, Small Business, Training, Marketing, Business Development, Coaching, Entrepreneurship, Investments, Financial Analysis, Marketing Strategy, Investment Properties, Mortgage Lending, Business Planning, Customer Retention, Negotiation, New Business Development, Operations Management, Business Strategy, Selling, Accounting, Customer Satisfaction, Lead Generation
Education
University of Phoenix 1998 — 2000
Bachelors, Business Administration
LDS Business College 1993 — 1995
Associates, Marketing
Strongbrook April 2011 - Present
America First Credit Union July 2008 - April 2011
I Squared Enterprises March 2007 - July 2008
JPMorgan Chase August 2005 - March 2007
Fidelity Investments July 1996 - August 2005
Skills
Business Relationship..., Project Management, Project Planning, Credit, Loans, Banking, Sales, Budgets, Management, CRM, Team Building, Risk Management, Process Improvement, Customer Service, Sales Management, Team Management, Real Estate, Strategic Planning, Strategy, Finance, Leadership, Small Business, Training, Marketing, Business Development, Coaching, Entrepreneurship, Investments, Financial Analysis, Marketing Strategy, Investment Properties, Mortgage Lending, Business Planning, Customer Retention, Negotiation, New Business Development, Operations Management, Business Strategy, Selling, Accounting, Customer Satisfaction, Lead Generation
Education
University of Phoenix 1998 — 2000
Bachelors, Business Administration
LDS Business College 1993 — 1995
Associates, Marketing
Nicholas Tripician's Fidelity Investments Experience September 2000 - December 2000
Job Director at PNC Capital Markets LLC Public Finance
Industry Investment Banking
Experience
PNC Capital Markets LLC - Public Finance May 2004 - Present
USRowing 1999 - 2008
Morgan Stanley September 2004 - May 2005
JPMorga October 2001 - August 2004
JPMorgan Chase 2001 - 2003
Fidelity Investments September 2000 - December 2000
Skills
Fixed Income, Capital Markets, Alternative Investments, Financial Modeling, Securities, Series 7, Bonds, Investment Banking, Derivatives, Bloomberg, Research, Analysis, Financial Analysis, Mutual Funds, Series 63, Credit Analysis, Investments, Financial Structuring, Equities, Finance, Public Finance
Education
University of Pennsylvania 1996 — 2001
Bacehlors, American History
atlantic city high school
atlantic city high school
PNC Capital Markets LLC - Public Finance May 2004 - Present
USRowing 1999 - 2008
Morgan Stanley September 2004 - May 2005
JPMorga October 2001 - August 2004
JPMorgan Chase 2001 - 2003
Fidelity Investments September 2000 - December 2000
Skills
Fixed Income, Capital Markets, Alternative Investments, Financial Modeling, Securities, Series 7, Bonds, Investment Banking, Derivatives, Bloomberg, Research, Analysis, Financial Analysis, Mutual Funds, Series 63, Credit Analysis, Investments, Financial Structuring, Equities, Finance, Public Finance
Education
University of Pennsylvania 1996 — 2001
Bacehlors, American History
atlantic city high school
atlantic city high school
Patrick J. Meiler's Fidelity Investments Experience August 2005 - September 2009
Job Director Institutional Product Management at TIAACREF
Industry Financial Services
Anna Piralkova's Fidelity Investments Experience August 2008 - Present
Job Quantitative Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2008 - Present
Putnam Investments July 2003 - July 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Williams College 1999 — 2003
B.A., Economics and Political Science
Fidelity Investments August 2008 - Present
Putnam Investments July 2003 - July 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Williams College 1999 — 2003
B.A., Economics and Political Science
Monali Jhaveri's Fidelity Investments Experience June 2008 - August 2008
Job Research Analyst at Sanders Capital
Industry Investment Management
Experience
Sanders Capital January 2011 - Present
McKinsey & Company September 2009 - December 2010
Fidelity Investments June 2008 - August 2008
McKinsey & Company 2005 - 2007
Morgan Stanley 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Yale University 1999 — 2003
Bachelor's degree, Economics
Sanders Capital January 2011 - Present
McKinsey & Company September 2009 - December 2010
Fidelity Investments June 2008 - August 2008
McKinsey & Company 2005 - 2007
Morgan Stanley 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Yale University 1999 — 2003
Bachelor's degree, Economics
Bob Lucido's Fidelity Investments Experience June 2008 - March 2010
Job Account Executive Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt March 2010 - Present
Fidelity Investments June 2008 - March 2010
Watson Wyatt 2006 - 2008
Hewitt Associates 1998 - 2006
AT&T August 1989 - March 1998
Skills
Talent Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Marketing
University of Pennsylvania - The Wharton School 1985 — 1989
BS Economics, Finance, French
Aon Hewitt March 2010 - Present
Fidelity Investments June 2008 - March 2010
Watson Wyatt 2006 - 2008
Hewitt Associates 1998 - 2006
AT&T August 1989 - March 1998
Skills
Talent Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Marketing
University of Pennsylvania - The Wharton School 1985 — 1989
BS Economics, Finance, French
Larry Shields's Fidelity Investments Experience March 1999 - March 2009
Job at MITRE
Industry Computer & Network Security
Experience
MITRE September 2014 - Present
MITRE April 2009 - September 2014
Fidelity Investments March 1999 - March 2009
IBM Global Services 1996 - 1999
Rensselaer Polytechnic Institute 1991 - 1995
Skills
Security, Information Security, CISSP, Computer Security, Penetration Testing, Application Security, Risk Assessment, Security Architecture..., Program Management, Enterprise Architecture, Network Security, Risk Management, Vulnerability Assessment, Enterprise Software, Software Development, Leadership, Training, Process Improvement, Management, Team Building, Integration, Cloud Computing, Linux, Information Technology, SDLC, Vulnerability Management, Information Security..., ISO 27001, Intrusion Detection, IT Risk Management, Virtualization, IT Strategy, Information Assurance, IT Management, Business Continuity, Identity Management, IT Audit, TCP/IP, Encryption, Network Architecture, Data Security, Unix, Firewalls
Education
University of Phoenix 2003 — 2007
BS in Business Management, Management
MITRE September 2014 - Present
MITRE April 2009 - September 2014
Fidelity Investments March 1999 - March 2009
IBM Global Services 1996 - 1999
Rensselaer Polytechnic Institute 1991 - 1995
Skills
Security, Information Security, CISSP, Computer Security, Penetration Testing, Application Security, Risk Assessment, Security Architecture..., Program Management, Enterprise Architecture, Network Security, Risk Management, Vulnerability Assessment, Enterprise Software, Software Development, Leadership, Training, Process Improvement, Management, Team Building, Integration, Cloud Computing, Linux, Information Technology, SDLC, Vulnerability Management, Information Security..., ISO 27001, Intrusion Detection, IT Risk Management, Virtualization, IT Strategy, Information Assurance, IT Management, Business Continuity, Identity Management, IT Audit, TCP/IP, Encryption, Network Architecture, Data Security, Unix, Firewalls
Education
University of Phoenix 2003 — 2007
BS in Business Management, Management
Herb Humphrey's Fidelity Investments Experience May 1997 - November 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments May 1997 - November 2008
Education
University of Pennsylvania 1983 — 1987
BA, Political Science
Fidelity Investments May 1997 - November 2008
Education
University of Pennsylvania 1983 — 1987
BA, Political Science
Janice Smaga's Fidelity Investments Experience 1996 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1996 - 2008
Fidelity Investments 1996 - 2008
BayBanks, Inc. 1984 - 1996
Education
University of Pennsylvania - The Wharton School 1978 — 1979
MBA, Finance
Fidelity Investments 1996 - 2008
Fidelity Investments 1996 - 2008
BayBanks, Inc. 1984 - 1996
Education
University of Pennsylvania - The Wharton School 1978 — 1979
MBA, Finance
Percy Edwards's Fidelity Investments Experience October 2012 - Present
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2012 - Present
Met Life Bank July 2011 - October 2012
Unknown July 2011 - September 2012
AHMSI 2009 - July 2011
IBM Corp September 1988 - November 2008
Skills
Scrum, Oracle Identity Manager, Testing, PMP, Requirements Analysis, Solution Architecture, Software Project..., Business Process, PMO, Requirements Gathering, IT Strategy, SDLC, Integration, ITIL, Business Analysis
Education
University of Pennsylvania - The Wharton School 1992 — 2000
Bachelor, Business Administration
Fidelity Investments October 2012 - Present
Met Life Bank July 2011 - October 2012
Unknown July 2011 - September 2012
AHMSI 2009 - July 2011
IBM Corp September 1988 - November 2008
Skills
Scrum, Oracle Identity Manager, Testing, PMP, Requirements Analysis, Solution Architecture, Software Project..., Business Process, PMO, Requirements Gathering, IT Strategy, SDLC, Integration, ITIL, Business Analysis
Education
University of Pennsylvania - The Wharton School 1992 — 2000
Bachelor, Business Administration
Bill Haight's Fidelity Investments Experience June 2010 - March 2013
Job Manager, Systems Engineering at Nu Skin Enterprises
Industry Information Technology and Services
Experience
Nu Skin Enterprises March 2013 - Present
Fidelity Investments June 2010 - March 2013
Fidelity Investments December 1999 - 2010
University of Phoenix 2000 - 2009
UPS 1998 - 1999
UPS 1995 - 1998
UPS 1994 - 1995
UPS 1990 - 1994
Skills
●Operating Systems:..., ●Scripting: Korn..., ●Database: Microsoft..., ●Website Development:..., ●Graphics and..., ●..., ●Web Servers: Apache..., ●Video Editing:..., ●Imaging: FileNET..., Disaster Recovery, Websphere, SDLC, Agile Methodologies, Solaris, Unix, Linux, DB2, Integration, Oracle, SQL, Web Services, Servers, Apache, Operating Systems, System Administration
Education
University of Phoenix 1997 — 1999
MSCIS, Computer/Information Technology Administration and Management
University of Utah 1991 — 1996
Bachelor of Arts (B.A.), History
Nu Skin Enterprises March 2013 - Present
Fidelity Investments June 2010 - March 2013
Fidelity Investments December 1999 - 2010
University of Phoenix 2000 - 2009
UPS 1998 - 1999
UPS 1995 - 1998
UPS 1994 - 1995
UPS 1990 - 1994
Skills
●Operating Systems:..., ●Scripting: Korn..., ●Database: Microsoft..., ●Website Development:..., ●Graphics and..., ●..., ●Web Servers: Apache..., ●Video Editing:..., ●Imaging: FileNET..., Disaster Recovery, Websphere, SDLC, Agile Methodologies, Solaris, Unix, Linux, DB2, Integration, Oracle, SQL, Web Services, Servers, Apache, Operating Systems, System Administration
Education
University of Phoenix 1997 — 1999
MSCIS, Computer/Information Technology Administration and Management
University of Utah 1991 — 1996
Bachelor of Arts (B.A.), History
John Gernon's Fidelity Investments Experience 1991 - 2000
Job Managing Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management 2004 - Present
Putnam Investments 2000 - 2002
Fidelity Investments 1991 - 2000
Bain & Company August 1985 - July 1989
Skills
Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investments, Asset Allocation, Portfolio Management, Capital Markets, Series 63, Investment Management, Equities, Separately Managed..., Hedge Funds, ETFs, Fund Of Funds, Investment Strategies, Asset Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Marketing
The University of Chicago 1981 — 1985
BA, Economics
Morgan Stanley Investment Management 2004 - Present
Putnam Investments 2000 - 2002
Fidelity Investments 1991 - 2000
Bain & Company August 1985 - July 1989
Skills
Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investments, Asset Allocation, Portfolio Management, Capital Markets, Series 63, Investment Management, Equities, Separately Managed..., Hedge Funds, ETFs, Fund Of Funds, Investment Strategies, Asset Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Marketing
The University of Chicago 1981 — 1985
BA, Economics
Dianne Herbin, MBA's Fidelity Investments Experience January 2013 - Present
Job Technology Risk Specialist
Industry Banking
Experience
Fidelity Investments January 2013 - Present
Credit Susse May 2010 - December 2012
The Select Group July 2009 - February 2010
Sapphire Technologies March 2009 - July 2009
GlaxoSmithKline September 2003 - February 2009
GlaxoSmithKline June 1991 - September 2003
Skills
Troubleshooting, SharePoint, Process Improvement, Vendor Management, Software Documentation, Business Analysis, Project Management
Education
University of Phoenix 2008 — 2009
MBA, Business, 3.95
University of Phoenix 2005 — 2008
BS/BM, Busness, Management, 3.77
Fidelity Investments January 2013 - Present
Credit Susse May 2010 - December 2012
The Select Group July 2009 - February 2010
Sapphire Technologies March 2009 - July 2009
GlaxoSmithKline September 2003 - February 2009
GlaxoSmithKline June 1991 - September 2003
Skills
Troubleshooting, SharePoint, Process Improvement, Vendor Management, Software Documentation, Business Analysis, Project Management
Education
University of Phoenix 2008 — 2009
MBA, Business, 3.95
University of Phoenix 2005 — 2008
BS/BM, Busness, Management, 3.77
Diane Spaziani's Fidelity Investments Experience September 2001 - Present
Job Senior eLearning Consultant at Fidelity Investments
Industry E-Learning
Experience
Fidelity Investments September 2001 - Present
Fidelity Investments 1995 - September 2001
Education
University of Phoenix 2003 — 2005
Masters of Education, Adult Education/Distance Learning
Fidelity Investments September 2001 - Present
Fidelity Investments 1995 - September 2001
Education
University of Phoenix 2003 — 2005
Masters of Education, Adult Education/Distance Learning
Monica (Jones) Mitchell, CRCP's Fidelity Investments Experience 1990 - Present
Job Vice President. IT Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1990 - Present
Education
University of Pennsylvania - The Wharton School 1982 — 1986
B.S., Decision Sciences & Marketing
Fidelity Investments 1990 - Present
Education
University of Pennsylvania - The Wharton School 1982 — 1986
B.S., Decision Sciences & Marketing
Tim Cohen's Fidelity Investments Experience March 2013 - Present
Job Chief Investment Officer at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments 2010 - 2013
Fidelity Investments 2002 - 2009
Fidelity Investments 1996 - 2002
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
University of Vermont 1987 — 1991
Fidelity Investments March 2013 - Present
Fidelity Investments 2010 - 2013
Fidelity Investments 2002 - 2009
Fidelity Investments 1996 - 2002
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
University of Vermont 1987 — 1991
David R. Taylor's Fidelity Investments Experience October 2012 - Present
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments June 2007 - August 2010
Fidelity Investments August 2006 - June 2007
Skills
Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Investments, Wealth Management, Financial Advisory, Equities, Financial Services, Asset Allocation, Retirement
Education
University of Phoenix 2002 — 2007
Finance
Fidelity Investments October 2012 - Present
Fidelity Investments June 2007 - August 2010
Fidelity Investments August 2006 - June 2007
Skills
Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Investments, Wealth Management, Financial Advisory, Equities, Financial Services, Asset Allocation, Retirement
Education
University of Phoenix 2002 — 2007
Finance
Doug Frey's Fidelity Investments Experience 2002 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2002 - 2009
MetLife 1998 - 2002
Vanguard 1990 - 1998
Fidelity Investments 1987 - 1990
The Boston Company Asset Management, LLC 1978 - 1987
Skills
Investments, Financial Services, Mutual Funds, Series 63, Equities, Fixed Income, 401k, Retirement, Financial Analysis, Hedge Funds, Strategic Financial..., Risk Management, Asset Allocation, Pensions, Business Analysis, Wealth Management, Retirement Planning
Education
University of Pennsylvania 1973 — 1978
Fidelity Investments 2002 - 2009
MetLife 1998 - 2002
Vanguard 1990 - 1998
Fidelity Investments 1987 - 1990
The Boston Company Asset Management, LLC 1978 - 1987
Skills
Investments, Financial Services, Mutual Funds, Series 63, Equities, Fixed Income, 401k, Retirement, Financial Analysis, Hedge Funds, Strategic Financial..., Risk Management, Asset Allocation, Pensions, Business Analysis, Wealth Management, Retirement Planning
Education
University of Pennsylvania 1973 — 1978
Brian Lempel's Fidelity Investments Experience Analyst and Portfolio ManagerFidelity InvestmentsAugust 2004 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Analyst and Portfolio ManagerFidelity InvestmentsAugust 2004 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS, Economics, Political Science
Fidelity Investments Analyst and Portfolio ManagerFidelity InvestmentsAugust 2004 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS, Economics, Political Science
Edward Kissel's Fidelity Investments Experience August 2009 - June 2011
Job Portfolio Manager
Industry Investment Management
Experience
Forager Capital Management August 2011 - Present
St. Vincent’s Health System July 2012 - Present
Fidelity Investments August 2009 - June 2011
Edward Kissel Consulting January 2008 - August 2009
Graphite Electrode Sales May 2007 - September 2007
Spencer Capital May 2006 - July 2006
Skills
Financial Analysis, Financial Modeling, Investments, Equities, Valuation, Hedge Funds, Mutual Funds, Portfolio Management, Capital Budgeting, Entrepreneurship, Financial Consulting, Financial Markets, Financial Reporting, Investment Strategies, Asset Allocation, Bloomberg, Investment Management, Equity Research, Asset Management, Financial Advisory, Nonprofits, Non-profit Finance, Finance, Strategy, Due Diligence
Education
University of Pennsylvania 2005 — 2008
BS Economics, Accounting, Finance
University of Pennsylvania - The Wharton School 2005 — 2008
BS, Finance
Mountain Brook High School 2004 — 2005
The Altamont School
Forager Capital Management August 2011 - Present
St. Vincent’s Health System July 2012 - Present
Fidelity Investments August 2009 - June 2011
Edward Kissel Consulting January 2008 - August 2009
Graphite Electrode Sales May 2007 - September 2007
Spencer Capital May 2006 - July 2006
Skills
Financial Analysis, Financial Modeling, Investments, Equities, Valuation, Hedge Funds, Mutual Funds, Portfolio Management, Capital Budgeting, Entrepreneurship, Financial Consulting, Financial Markets, Financial Reporting, Investment Strategies, Asset Allocation, Bloomberg, Investment Management, Equity Research, Asset Management, Financial Advisory, Nonprofits, Non-profit Finance, Finance, Strategy, Due Diligence
Education
University of Pennsylvania 2005 — 2008
BS Economics, Accounting, Finance
University of Pennsylvania - The Wharton School 2005 — 2008
BS, Finance
Mountain Brook High School 2004 — 2005
The Altamont School
MC Clayton's Fidelity Investments Experience 2012 - 2012
Job Learning Services Specialist at IBM
Industry Information Technology and Services
Stacey Hesselton's Fidelity Investments Experience August 2005 - October 2011
Job Sr. Business/Systems Analyst
Industry Retail
Experience
The TJX Companies, Inc. April 2013 - Present
RBS Citizens July 2012 - March 2013
RBS Citizens December 2011 - July 2012
Fidelity Investments August 2005 - October 2011
Fidelity Investments July 2002 - August 2005
Education
University of Phoenix 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Phoenix
Bachelor of Science, Business Management
The TJX Companies, Inc. April 2013 - Present
RBS Citizens July 2012 - March 2013
RBS Citizens December 2011 - July 2012
Fidelity Investments August 2005 - October 2011
Fidelity Investments July 2002 - August 2005
Education
University of Phoenix 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Phoenix
Bachelor of Science, Business Management
Jed Holtby's Fidelity Investments Experience November 2005 - January 2010
Job Account Manager at Financial Innovations Group
Industry Financial Services
Experience
Financial Innovations Group January 2009 - Present
Intermountain Financial Advisors, Inc February 2010 - January 2015
Fidelity Investments November 2005 - January 2010
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments
Education
University of Phoenix 2007 — 2009
B.S. Global Business Management, Economics, Finance
Financial Innovations Group January 2009 - Present
Intermountain Financial Advisors, Inc February 2010 - January 2015
Fidelity Investments November 2005 - January 2010
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments
Education
University of Phoenix 2007 — 2009
B.S. Global Business Management, Economics, Finance
Dion Rhodes's Fidelity Investments Experience June 2008 - Present
Job Principal Fund Research Analyst at Fidelity Investments
Industry
Experience
Fidelity Investments June 2008 - Present
Smith February 2006 - September 2007
JPMorgan Chase & Co. April 1996 - August 2005
JPMorgan Chase & Co. 1989 - 1996
Skills
Mutual Funds, Equities, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Decision Science
Fidelity Investments June 2008 - Present
Smith February 2006 - September 2007
JPMorgan Chase & Co. April 1996 - August 2005
JPMorgan Chase & Co. 1989 - 1996
Skills
Mutual Funds, Equities, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Decision Science
Bertha Gunnells's Fidelity Investments Experience November 1993 - Present
Job Machine Operator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1993 - Present
Education
University of Phoenix 2003 — 2008
Bachelor, Information Technology
Fidelity Investments November 1993 - Present
Education
University of Phoenix 2003 — 2008
Bachelor, Information Technology
Eric Francis's Fidelity Investments Experience November 2010 - June 2013
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
Fidelity Investments November 2010 - June 2013
Fidelity Investments December 2007 - November 2010
Education
University of Phoenix 2010 — 2012
BS in Business, emphisis in Finance, Business, Finance, Economics, 3.7
Utah Valley University 2005 — 2007
BS in Business, Business, 3.6
Scottrade September 2014 - Present
Fidelity Investments November 2010 - June 2013
Fidelity Investments December 2007 - November 2010
Education
University of Phoenix 2010 — 2012
BS in Business, emphisis in Finance, Business, Finance, Economics, 3.7
Utah Valley University 2005 — 2007
BS in Business, Business, 3.6
Cheerag Patel's Fidelity Investments Experience September 2013 - May 2014
Job Senior Associate at Affiliated Managers Group
Industry Investment Management
Experience
Affiliated Managers Group June 2014 - Present
Fidelity Investments September 2013 - May 2014
Goldman, Sachs & Co. July 2008 - July 2013
KPMG June 2007 - August 2007
Education
Wharton School, University of Pennsylvania 2004 — 2008
B.S. Economics, Concentrations in Finance, Management and Real Estate
Affiliated Managers Group June 2014 - Present
Fidelity Investments September 2013 - May 2014
Goldman, Sachs & Co. July 2008 - July 2013
KPMG June 2007 - August 2007
Education
Wharton School, University of Pennsylvania 2004 — 2008
B.S. Economics, Concentrations in Finance, Management and Real Estate
johnny pearce's Fidelity Investments Experience August 2009 - Present
Job call center rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2009 - Present
Education
University of Phoenix 2004 — 2006
mba, Operational Management
Fidelity Investments August 2009 - Present
Education
University of Phoenix 2004 — 2006
mba, Operational Management
Nikhil Dixit's Fidelity Investments Experience June 2014 - August 2014
Job Student at University of Pennsylvania
Industry
Experience
The Wharton School, University of Pennsylvania January 2014 - Present
Barclays June 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Education
University of Pennsylvania 2012 — 2016
BS in Economics - Concentration in Finance, BA in History - Concentration in Economic History, Individualized Dual-Degree
Phillips Academy Andover 2008 — 2012
The Wharton School, University of Pennsylvania January 2014 - Present
Barclays June 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Education
University of Pennsylvania 2012 — 2016
BS in Economics - Concentration in Finance, BA in History - Concentration in Economic History, Individualized Dual-Degree
Phillips Academy Andover 2008 — 2012
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank