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
David A. Stevenson David A. Stevenson's Fidelity Investments Experience January 2015 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - January 2015
Fidelity Investments May 2011 - December 2012
Fifth Third Bank February 2010 - May 2011
RCF Group September 2007 - February 2010
Peoples Community Bank September 2004 - July 2007
Education
Xavier University 2013 — 2014
Executive Certificate, Financial Planning and Services
University of Phoenix 2004 — 2009
Bachelor of Science (B.S.), Business Management
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - January 2015
Fidelity Investments May 2011 - December 2012
Fifth Third Bank February 2010 - May 2011
RCF Group September 2007 - February 2010
Peoples Community Bank September 2004 - July 2007
Education
Xavier University 2013 — 2014
Executive Certificate, Financial Planning and Services
University of Phoenix 2004 — 2009
Bachelor of Science (B.S.), Business Management
Shane Fitzgerald Shane Fitzgerald's Fidelity Investments Experience October 2014 - Present
Job Investment Professional
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
E*TRADE Financial Corporation 2014 - December 2014
TD Ameritrade 2011 - 2014
Fidelity Investments 1998 - 2011
Skills
Investments, Securities, Retirement Planning, Management, Microsoft Office, Italian, Sales, Series 7, Series 63, series 66, Series 9, Series10
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
University of Phoenix 2005 — 2009
Bachelor of Business Management
Fidelity Investments October 2014 - Present
E*TRADE Financial Corporation 2014 - December 2014
TD Ameritrade 2011 - 2014
Fidelity Investments 1998 - 2011
Skills
Investments, Securities, Retirement Planning, Management, Microsoft Office, Italian, Sales, Series 7, Series 63, series 66, Series 9, Series10
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
University of Phoenix 2005 — 2009
Bachelor of Business Management
Jeremy Johansen Jeremy Johansen's Fidelity Investments Experience October 2012 - August 2014
Job Private Client Associate at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Fidelity Investments October 2012 - August 2014
Fidelity Investments April 2010 - October 2012
Fidelity Investments June 2007 - April 2010
Fidelity Investments June 2005 - June 2007
Fidelity Investments June 2004 - June 2005
Zions Bank June 1999 - June 2004
Education
University of Phoenix 2006 — 2008
M.B.A
University of Utah 2001 — 2004
Bachelor of Science
JPMorgan Chase August 2014 - Present
Fidelity Investments October 2012 - August 2014
Fidelity Investments April 2010 - October 2012
Fidelity Investments June 2007 - April 2010
Fidelity Investments June 2005 - June 2007
Fidelity Investments June 2004 - June 2005
Zions Bank June 1999 - June 2004
Education
University of Phoenix 2006 — 2008
M.B.A
University of Utah 2001 — 2004
Bachelor of Science
Holly Chance Holly Chance's Fidelity Investments Experience December 2006 - May 2015
Job Licensed Financial Specialist at TradeStation
Industry Financial Services
Experience
TradeStation May 2015 - Present
Fidelity Investments December 2006 - May 2015
Bank of America April 2005 - March 2006
Skills
Mutual Funds, Financial Services, Investments, Series 7, Retirement Planning, Series 63, Financial Analysis, Securities, Retirement, Financial Reporting, Fixed Income, Cash Management, Customer Service, Stock Trading, Financial Markets
Education
Saint Leo University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Accounting
Stranahan High School 1999 — 2003
High School Diploma
TradeStation May 2015 - Present
Fidelity Investments December 2006 - May 2015
Bank of America April 2005 - March 2006
Skills
Mutual Funds, Financial Services, Investments, Series 7, Retirement Planning, Series 63, Financial Analysis, Securities, Retirement, Financial Reporting, Fixed Income, Cash Management, Customer Service, Stock Trading, Financial Markets
Education
Saint Leo University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Accounting
Stranahan High School 1999 — 2003
High School Diploma
Jonathan Stocchero Jonathan Stocchero's Fidelity Investments Experience 2013 - September 2014
Job Client administrator
Industry Automotive
Experience
ARI September 2014 - Present
Fidelity Investments 2013 - September 2014
FedEx Ground August 2011 - November 2013
Mansfield ISD Transportation February 2007 - June 2011
Skills
Foreign Languages, Sports, Teamwork, Project Management, Data Entry, Microsoft Excel, Operations Management, Outlook, Team Leadership
Education
University of Phoenix 2011 — 2013
BSB, Global Management
ARI September 2014 - Present
Fidelity Investments 2013 - September 2014
FedEx Ground August 2011 - November 2013
Mansfield ISD Transportation February 2007 - June 2011
Skills
Foreign Languages, Sports, Teamwork, Project Management, Data Entry, Microsoft Excel, Operations Management, Outlook, Team Leadership
Education
University of Phoenix 2011 — 2013
BSB, Global Management
Eduardo Callejas Eduardo Callejas's Fidelity Investments Experience November 2006 - September 2008
Job Associate Test Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2008 - Present
Fidelity Investments November 2006 - September 2008
AOL December 1995 - July 2006
Skills
User Acceptance Testing, Quality Center, Test Management, Test Planning, Investment Banking, SDLC, Regression Testing, System Testing, Test Strategy, Business Analysis, JIRA, Waterfall, Software Quality..., Agile Methodologies, Derivatives
Education
University of Phoenix 2002 — 2008
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Deutsche Bank October 2008 - Present
Fidelity Investments November 2006 - September 2008
AOL December 1995 - July 2006
Skills
User Acceptance Testing, Quality Center, Test Management, Test Planning, Investment Banking, SDLC, Regression Testing, System Testing, Test Strategy, Business Analysis, JIRA, Waterfall, Software Quality..., Agile Methodologies, Derivatives
Education
University of Phoenix 2002 — 2008
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Debora Kyser Debora Kyser's Fidelity Investments Experience May 2008 - June 2012
Job Bookkeeper at US Micro Products
Industry Consumer Electronics
Experience
US Micro Products June 2013 - Present
Fidelity Investments May 2008 - June 2012
K. Kyser Company January 2001 - January 2007
Charles Schwab September 1989 - March 1992
Skills
Bookkeeping, Accounting, Office Administration, Travel Arrangements, Qualified Retirement..., Customer Service..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, QuickBooks, ISO 9000, Sabre
Education
University of Phoenix 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Ecole Superieure de Commerce, Lausanne, Suisse 1983 — 1987
Gestion
US Micro Products June 2013 - Present
Fidelity Investments May 2008 - June 2012
K. Kyser Company January 2001 - January 2007
Charles Schwab September 1989 - March 1992
Skills
Bookkeeping, Accounting, Office Administration, Travel Arrangements, Qualified Retirement..., Customer Service..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, QuickBooks, ISO 9000, Sabre
Education
University of Phoenix 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Ecole Superieure de Commerce, Lausanne, Suisse 1983 — 1987
Gestion
Eric Tones, MBA Eric Tones, MBA's Fidelity Investments Experience July 2007 - Present
Job Financial Services Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Fidelity Investments July 2011 - September 2012
Fidelity Investments November 2009 - August 2011
Avnet Electronics January 2000 - January 2007
Century 21 Helen Ekrut Realtors January 2000 - January 2007
Avnet Electronics January 2000 - January 2007
Century 21 Helen Ekrut Realtors January 2000 - January 2007
GTE Wireless/Verizon Wireless September 1999 - November 2000
Verizon Wireless October 1995 - November 2000
Verizon Wireless August 1997 - September 1999
Education
University of Phoenix 2007 — 2013
Master of Business Administration (M.B.A.), University of Phoenix
University of Phoenix 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
North Texas School of Real Estate 2004 — 2005
License, Real Estate
Fidelity Investments July 2007 - Present
Fidelity Investments July 2011 - September 2012
Fidelity Investments November 2009 - August 2011
Avnet Electronics January 2000 - January 2007
Century 21 Helen Ekrut Realtors January 2000 - January 2007
Avnet Electronics January 2000 - January 2007
Century 21 Helen Ekrut Realtors January 2000 - January 2007
GTE Wireless/Verizon Wireless September 1999 - November 2000
Verizon Wireless October 1995 - November 2000
Verizon Wireless August 1997 - September 1999
Education
University of Phoenix 2007 — 2013
Master of Business Administration (M.B.A.), University of Phoenix
University of Phoenix 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
North Texas School of Real Estate 2004 — 2005
License, Real Estate
Cassandra Chew's Fidelity Investments Experience May 2013 - August 2013
Job Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - August 2015
Morningstar July 2014 - May 2015
University of Pittsburgh Department of Psychology September 2012 - April 2014
University of Pittsburgh August 2011 - November 2013
Fidelity Investments May 2013 - August 2013
Proverb, Limited May 2012 - August 2012
Argopoint LLC April 2012 - June 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Economics, Psychology, Business
Lexington High School 2006 — 2010
Morningstar May 2015 - August 2015
Morningstar July 2014 - May 2015
University of Pittsburgh Department of Psychology September 2012 - April 2014
University of Pittsburgh August 2011 - November 2013
Fidelity Investments May 2013 - August 2013
Proverb, Limited May 2012 - August 2012
Argopoint LLC April 2012 - June 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Economics, Psychology, Business
Lexington High School 2006 — 2010
Jordan Denter Jordan Denter's Fidelity Investments Experience September 2006 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Sizzling Platter, LLC 2001 - 2006
Skills
Strategic Financial..., Financial Services, Customer Engagement, Customer Acquisition, Series 7, Series 63, Series 66, Insurance Licensed, Seminars, Public Speaking, Compliance, Communication, Leadership, Motivation, Dependable Team Player, Goal Oriented, Emotional Intelligence, Microsoft Office
Education
Westminster College 2012 — 2014
Master of Business Administration (M.B.A.)
University of Phoenix-Utah Campus 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Fidelity Investments September 2006 - Present
Sizzling Platter, LLC 2001 - 2006
Skills
Strategic Financial..., Financial Services, Customer Engagement, Customer Acquisition, Series 7, Series 63, Series 66, Insurance Licensed, Seminars, Public Speaking, Compliance, Communication, Leadership, Motivation, Dependable Team Player, Goal Oriented, Emotional Intelligence, Microsoft Office
Education
Westminster College 2012 — 2014
Master of Business Administration (M.B.A.)
University of Phoenix-Utah Campus 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Daniel Hu Daniel Hu's Fidelity Investments Experience September 2015 - Present
Job Operations Associate
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Henderson Brothers, Inc. March 2014 - December 2014
Pro Capital Ltd April 2013 - July 2013
Meat and Potatoes May 2012 - March 2013
Skills
Customer Service, Financial Analysis, Communication, Networking, Microsoft Office, Leadership Development, Time Management, Finance, Insurance, Data Analysis, Teamwork, Microsoft Excel, Public Speaking, Social Networking
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration, Finance
Summit High School 2007 — 2011
3.48
Fidelity Investments September 2015 - Present
Henderson Brothers, Inc. March 2014 - December 2014
Pro Capital Ltd April 2013 - July 2013
Meat and Potatoes May 2012 - March 2013
Skills
Customer Service, Financial Analysis, Communication, Networking, Microsoft Office, Leadership Development, Time Management, Finance, Insurance, Data Analysis, Teamwork, Microsoft Excel, Public Speaking, Social Networking
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration, Finance
Summit High School 2007 — 2011
3.48
Michael Cawthon's Fidelity Investments Experience 2010 - 2010
Job Surveillance Technician at Virtual Surveillance
Industry Security and Investigations
Experience
Virtual Surveillance July 2012 - Present
Crème De La Crème Designs January 2009 - Present
Macy's May 2011 - January 2013
Fidelity Investments 2010 - 2010
The Home Depot 2007 - 2008
Nordstrom 2006 - 2007
Skills
Marketing, Graphic Design, Customer Service, Retail, Sales, Microsoft Office, Merchandising, Web Design, Microsoft Excel, PowerPoint, Social Media Marketing, Adobe Creative Suite, Logo Design, Advertising, Photoshop, Social Networking, Visual Merchandising, InDesign, Marketing Strategy, Apparel, Fashion, Mac, Illustrator, Social Media, Microsoft Word, Graphics, Store Operations, Retail Sales, Outlook, OS X, Creative Direction, Marketing Communications, Event Planning, Illustration, Email Marketing, Online Marketing, Adobe Acrobat, Dreamweaver, Corporate Branding, Google Analytics, SEO, Trend Analysis, Loss Prevention, Inventory Management, Mac OS, Active Directory..., Group Policy, Wireless Networking, Network Administration, Remote Desktop
Education
Wade College 2012 — 2014
Visual Communications, Design and Visual Communications, General
Wade College 2010 — 2011
Associate of Arts Degree in Merchandising and Design, Graphic Design, Merchandising
University of Phoenix 2009 — 2010
Associate's degree, Business Management
Virtual Surveillance July 2012 - Present
Crème De La Crème Designs January 2009 - Present
Macy's May 2011 - January 2013
Fidelity Investments 2010 - 2010
The Home Depot 2007 - 2008
Nordstrom 2006 - 2007
Skills
Marketing, Graphic Design, Customer Service, Retail, Sales, Microsoft Office, Merchandising, Web Design, Microsoft Excel, PowerPoint, Social Media Marketing, Adobe Creative Suite, Logo Design, Advertising, Photoshop, Social Networking, Visual Merchandising, InDesign, Marketing Strategy, Apparel, Fashion, Mac, Illustrator, Social Media, Microsoft Word, Graphics, Store Operations, Retail Sales, Outlook, OS X, Creative Direction, Marketing Communications, Event Planning, Illustration, Email Marketing, Online Marketing, Adobe Acrobat, Dreamweaver, Corporate Branding, Google Analytics, SEO, Trend Analysis, Loss Prevention, Inventory Management, Mac OS, Active Directory..., Group Policy, Wireless Networking, Network Administration, Remote Desktop
Education
Wade College 2012 — 2014
Visual Communications, Design and Visual Communications, General
Wade College 2010 — 2011
Associate of Arts Degree in Merchandising and Design, Graphic Design, Merchandising
University of Phoenix 2009 — 2010
Associate's degree, Business Management
Kirk Clarke Kirk Clarke's Fidelity Investments Experience 2006 - 2007
Job Life and Annuity Insurance Consultant at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited June 2015 - Present
Mutual of Omaha October 2014 - Present
World Financial Group (WFG) January 2014 - Present
Aflac June 2013 - Present
Lennox International October 2012 - April 2013
Nokia Siemens Networks January 2011 - August 2012
Ryder Integrated Logistics April 2007 - December 2010
Fidelity Investments 2006 - 2007
University of Phoenix 2002 - 2006
Burlington Northern Santa Fe Railway Corp 1998 - 2006
Skills
Supply Chain Management, Logistics, Six Sigma, Process Improvement, Supply Chain, Transportation, Lean Manufacturing, Transportation..., Warehouse Management, SAP, Management, Forecasting, Strategic Sourcing, Program Management, Procurement, LTL, 3PL, Customer Service, Supply Chain..., Contract Management, Inventory Management, Cross-functional Team..., Contract Negotiation, Warehousing, Logistics Management, Materials Management, Negotiation, Analysis, Leadership, Operations Management, Human Resources, Employee Relations, Strategic Planning, Shipping, P&L Management, Project Management
Education
University of Phoenix 2002 — 2006
E-Business/Integrated Technology, E-Commerce
Global Atlantic Financial Group Limited June 2015 - Present
Mutual of Omaha October 2014 - Present
World Financial Group (WFG) January 2014 - Present
Aflac June 2013 - Present
Lennox International October 2012 - April 2013
Nokia Siemens Networks January 2011 - August 2012
Ryder Integrated Logistics April 2007 - December 2010
Fidelity Investments 2006 - 2007
University of Phoenix 2002 - 2006
Burlington Northern Santa Fe Railway Corp 1998 - 2006
Skills
Supply Chain Management, Logistics, Six Sigma, Process Improvement, Supply Chain, Transportation, Lean Manufacturing, Transportation..., Warehouse Management, SAP, Management, Forecasting, Strategic Sourcing, Program Management, Procurement, LTL, 3PL, Customer Service, Supply Chain..., Contract Management, Inventory Management, Cross-functional Team..., Contract Negotiation, Warehousing, Logistics Management, Materials Management, Negotiation, Analysis, Leadership, Operations Management, Human Resources, Employee Relations, Strategic Planning, Shipping, P&L Management, Project Management
Education
University of Phoenix 2002 — 2006
E-Business/Integrated Technology, E-Commerce
Eli Fillmore's Fidelity Investments Experience 1993 - 2002
Job Voice of the Customer Expert
Industry Research
Experience
InMoment February 2012 - Present
Morgan Stanley Smith Barney July 2010 - February 2012
Kelly Services 2009 - 2010
CVS Caremark Corporation 2005 - 2009
Convergys 2002 - 2005
Fidelity Investments 1993 - 2002
Skills
Call Center, Process Improvement, Customer Experience, Customer Satisfaction, Workforce Management, Vendor Management, Customer Service, Operations Management, IVR, Outsourcing, Account Management, Strategic Planning, Team Leadership, Team Building, Customer Retention, CRM, Call Centers, Business Analysis, Software Documentation, Sales Management, ACD, Management, Program Management, Strategy, Leadership, Start-ups, Sales, New Business Development, Troubleshooting, ACD Management, CTI, Client Services
Education
University of Phoenix 2001 — 2005
Computer Science
Murray High School 1989 — 1991
InMoment February 2012 - Present
Morgan Stanley Smith Barney July 2010 - February 2012
Kelly Services 2009 - 2010
CVS Caremark Corporation 2005 - 2009
Convergys 2002 - 2005
Fidelity Investments 1993 - 2002
Skills
Call Center, Process Improvement, Customer Experience, Customer Satisfaction, Workforce Management, Vendor Management, Customer Service, Operations Management, IVR, Outsourcing, Account Management, Strategic Planning, Team Leadership, Team Building, Customer Retention, CRM, Call Centers, Business Analysis, Software Documentation, Sales Management, ACD, Management, Program Management, Strategy, Leadership, Start-ups, Sales, New Business Development, Troubleshooting, ACD Management, CTI, Client Services
Education
University of Phoenix 2001 — 2005
Computer Science
Murray High School 1989 — 1991
Boyd Llewelyn Boyd Llewelyn's Fidelity Investments Experience June 2013 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments June 2013 - Present
American Express January 2012 - June 2013
American Express May 2010 - December 2011
American Express November 2006 - July 2010
American Express April 2005 - November 2006
American Express July 1998 - April 2005
Human Affairs International 1996 - 1998
Aetna 1994 - 1996
Skills
Websphere, XML, Visual Basic, Distributed Systems, MVS, Software Development, SDLC, Management, Credit Cards, Software Project..., Strategic Planning, Databases, PMP, Outsourcing, SOA, Web Services, Project Management, Enterprise Software, Governance, Leadership, IT Strategy, Architectures, .NET, Java Enterprise Edition, Enterprise Architecture, System Architecture, Requirements Analysis, Agile Project Management, Business Intelligence, Architecture
Education
University of Phoenix 1993 — 1997
BS
Fidelity Investments June 2013 - Present
American Express January 2012 - June 2013
American Express May 2010 - December 2011
American Express November 2006 - July 2010
American Express April 2005 - November 2006
American Express July 1998 - April 2005
Human Affairs International 1996 - 1998
Aetna 1994 - 1996
Skills
Websphere, XML, Visual Basic, Distributed Systems, MVS, Software Development, SDLC, Management, Credit Cards, Software Project..., Strategic Planning, Databases, PMP, Outsourcing, SOA, Web Services, Project Management, Enterprise Software, Governance, Leadership, IT Strategy, Architectures, .NET, Java Enterprise Edition, Enterprise Architecture, System Architecture, Requirements Analysis, Agile Project Management, Business Intelligence, Architecture
Education
University of Phoenix 1993 — 1997
BS
Daniela Keller Daniela Keller's Fidelity Investments Experience May 2010 - October 2011
Job Teacher
Industry Education Management
Experience
MAS July 2015 - Present
Cottonwood Montessori School April 2014 - June 2015
Farmers Insurance June 2012 - August 2014
Fidelity Investments May 2010 - October 2011
LogowearbyD 2008 - 2011
Skills
Investments, Strategic Planning, Team Building, Sales, Process Improvement, Small Business, Leadership, Customer Service, Management, Marketing, Coaching, Training, Analysis, Budgets, Sales Management, Negotiation, Business Planning, Business Development, Banking, Project Management, Marketing Communications
Education
University of Phoenix 2009 — 2010
Bachelor of Science in Business Management, Business
Dragos-Voda, Maramures 1981 — 1985
High-School, Theoretical and Mathematical Physics
MAS July 2015 - Present
Cottonwood Montessori School April 2014 - June 2015
Farmers Insurance June 2012 - August 2014
Fidelity Investments May 2010 - October 2011
LogowearbyD 2008 - 2011
Skills
Investments, Strategic Planning, Team Building, Sales, Process Improvement, Small Business, Leadership, Customer Service, Management, Marketing, Coaching, Training, Analysis, Budgets, Sales Management, Negotiation, Business Planning, Business Development, Banking, Project Management, Marketing Communications
Education
University of Phoenix 2009 — 2010
Bachelor of Science in Business Management, Business
Dragos-Voda, Maramures 1981 — 1985
High-School, Theoretical and Mathematical Physics
Jeanette Barlow's Fidelity Investments Experience December 2012 - March 2013
Job Customer Service Representative at Frymire Services
Industry Airlines/Aviation
Experience
Frymire Services March 2013 - Present
Fidelity Investments December 2012 - March 2013
American Airlines November 2006 - August 2012
CFj Manufacturing January 2005 - January 2006
Imperial Palace Casino January 2002 - January 2005
Sprint Telecommunications January 1999 - January 2002
AT&T January 1996 - January 1999
Skills
Airlines, Airports, Customer Service, Call Center, Customer Satisfaction, Call Centers, Process Scheduler, Contract Negotiation, Event Management, Maintenance, Microsoft Excel, Microsoft Office, Operations Management, Process Improvement, Sales, Team Leadership, Teamwork, Logistics
Education
American Pacific School of Hair 1990 — 1991
Licensed, Cosmetology, Barber/Styling, and Nail Instructor
Enterprise High School
Diploma
University of Phoenix
Business Management
Frymire Services March 2013 - Present
Fidelity Investments December 2012 - March 2013
American Airlines November 2006 - August 2012
CFj Manufacturing January 2005 - January 2006
Imperial Palace Casino January 2002 - January 2005
Sprint Telecommunications January 1999 - January 2002
AT&T January 1996 - January 1999
Skills
Airlines, Airports, Customer Service, Call Center, Customer Satisfaction, Call Centers, Process Scheduler, Contract Negotiation, Event Management, Maintenance, Microsoft Excel, Microsoft Office, Operations Management, Process Improvement, Sales, Team Leadership, Teamwork, Logistics
Education
American Pacific School of Hair 1990 — 1991
Licensed, Cosmetology, Barber/Styling, and Nail Instructor
Enterprise High School
Diploma
University of Phoenix
Business Management
Jeremy Robison Jeremy Robison's Fidelity Investments Experience January 2005 - June 2007
Job President at Tetra Logistics, LLC
Industry Financial Services
Experience
Tetra Logistics May 2015 - Present
Tetra Capital August 2010 - Present
Tetra Corporate Services June 2007 - Present
Fidelity Investments January 2005 - June 2007
Cintas August 2001 - January 2005
Skills
Financial Analysis, Sales, Small Business Lending, Credit, Credit Analysis, Commercial Lending, Asset Based Lending, Finance, Underwriting, Portfolio Management, Corporate Finance, Risk Management, Health Insurance, Strategic Planning, Process Improvement, Start-ups, Small Business, Insurance, Commercial Banking, Loans, Executive Management
Education
University of Phoenix
BS, Business Management
University of Utah
Business
Tetra Logistics May 2015 - Present
Tetra Capital August 2010 - Present
Tetra Corporate Services June 2007 - Present
Fidelity Investments January 2005 - June 2007
Cintas August 2001 - January 2005
Skills
Financial Analysis, Sales, Small Business Lending, Credit, Credit Analysis, Commercial Lending, Asset Based Lending, Finance, Underwriting, Portfolio Management, Corporate Finance, Risk Management, Health Insurance, Strategic Planning, Process Improvement, Start-ups, Small Business, Insurance, Commercial Banking, Loans, Executive Management
Education
University of Phoenix
BS, Business Management
University of Utah
Business
Travis Blatter Travis Blatter's Fidelity Investments Experience October 1997 - March 1999
Job Outside Sales at Colonial Building Supply
Industry Building Materials
Experience
Colonial Building Supply April 2004 - Present
Pella Windows and Doors March 1999 - April 2004
Fidelity Investments October 1997 - March 1999
Education
University of Phoenix
B.S, Business Management
Colonial Building Supply April 2004 - Present
Pella Windows and Doors March 1999 - April 2004
Fidelity Investments October 1997 - March 1999
Education
University of Phoenix
B.S, Business Management
Donivan Hodge Donivan Hodge's Fidelity Investments Experience January 2011 - May 2011
Job Title and Contested Foreclosure Specialist at OneWest Bank
Industry Research
Experience
OneWest Bank May 2011 - Present
Fidelity Investments January 2011 - May 2011
Appraisal Institute February 2010 - April 2010
RealPage, Inc. November 2006 - January 2009
MPF Research March 2001 - November 2006
Skills
Business Development, Market Analysis, Financial Modeling, Market Research, Analysis, Data Analysis, Analytics, Competitive Analysis, Business Intelligence, Real Estate Development
Education
University of Phoenix 2004 — 2006
Bachelor of Science in Business Marketing, Marketing
OneWest Bank May 2011 - Present
Fidelity Investments January 2011 - May 2011
Appraisal Institute February 2010 - April 2010
RealPage, Inc. November 2006 - January 2009
MPF Research March 2001 - November 2006
Skills
Business Development, Market Analysis, Financial Modeling, Market Research, Analysis, Data Analysis, Analytics, Competitive Analysis, Business Intelligence, Real Estate Development
Education
University of Phoenix 2004 — 2006
Bachelor of Science in Business Marketing, Marketing
Ozzy Henriquez Ozzy Henriquez's Fidelity Investments Experience March 2010 - December 2012
Job
Industry Information Technology and Services
Experience
EMC July 2013 - Present
Fidelity Investments March 2010 - December 2012
NetDeposit March 2006 - October 2009
InfoTrax Systems December 2004 - December 2005
ModusLink August 1999 - September 2004
Skills
Business Objects, Business Analysis, Business Intelligence, SQL, Oracle, Visio, Agile Methodologies, SDLC, Process Improvement, Rational Team Concert, Soap UI, Workflow Management, BPMN 2.0, Project Management, Operations Management, Supply Chain Management, BPMN, EDI, SoapUI, Requirements Analysis, MS Project, Software Development, Software Documentation, Business Requirements, Vendor Management, Training, XML, SaaS, Requirements Gathering, Cross-functional Team..., Management, Leadership
Education
University of Phoenix 2000 — 2004
MBA
Utah Valley University 1994 — 1997
BS
Utah Valley University 1992 — 1994
AS
EMC July 2013 - Present
Fidelity Investments March 2010 - December 2012
NetDeposit March 2006 - October 2009
InfoTrax Systems December 2004 - December 2005
ModusLink August 1999 - September 2004
Skills
Business Objects, Business Analysis, Business Intelligence, SQL, Oracle, Visio, Agile Methodologies, SDLC, Process Improvement, Rational Team Concert, Soap UI, Workflow Management, BPMN 2.0, Project Management, Operations Management, Supply Chain Management, BPMN, EDI, SoapUI, Requirements Analysis, MS Project, Software Development, Software Documentation, Business Requirements, Vendor Management, Training, XML, SaaS, Requirements Gathering, Cross-functional Team..., Management, Leadership
Education
University of Phoenix 2000 — 2004
MBA
Utah Valley University 1994 — 1997
BS
Utah Valley University 1992 — 1994
AS
Geoffrey Wozny Geoffrey Wozny's Fidelity Investments Experience May 1997 - September 2008
Job at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates February 2009 - Present
Independant Consultant October 2008 - February 2009
Fidelity Investments May 1997 - September 2008
Skills
Program Management, Vendor Management, PMP, Data Center, SDLC, IT Strategy, Disaster Recovery, Project Portfolio..., Business Analysis, Risk Management, Process Improvement, Integration, Project Management, IT Management
Education
Globalknowledge 2012 — 2012
ITIL Foundation, ITIL Foundation
University of Phoenix 2000 — 2005
BS Business Management
Bridgewater Associates February 2009 - Present
Independant Consultant October 2008 - February 2009
Fidelity Investments May 1997 - September 2008
Skills
Program Management, Vendor Management, PMP, Data Center, SDLC, IT Strategy, Disaster Recovery, Project Portfolio..., Business Analysis, Risk Management, Process Improvement, Integration, Project Management, IT Management
Education
Globalknowledge 2012 — 2012
ITIL Foundation, ITIL Foundation
University of Phoenix 2000 — 2005
BS Business Management
Gregory Magazu Gregory Magazu's Fidelity Investments Experience January 2001 - January 2008
Job Product Manager at Persivia
Industry Hospital & Health Care
Experience
Persivia November 2012 - Present
Press Ganey Associates August 2011 - November 2012
WebMD January 2008 - August 2011
Fidelity Investments January 2001 - January 2008
AlliedBarton Security Services May 1999 - December 2000
Skills
Scrum, Requirements Gathering, Software Documentation, PMP, SDLC, Agile Methodologies, SharePoint, Business Analysis, SQL, Testing, Process Improvement, Visio, Project Management, Requirements Analysis, Kanban, SaaS, Healthcare Information..., Security, Analysis, Integration, Access, Six Sigma, Cross-functional Team..., Business Process, Troubleshooting, Management, Agile Project Management, Web Applications, Business Relationship..., Product Management, Crystal Reports, Cognos, Product Design, Healthcare Industry, Healthcare Analytics, Consumer Healthcare, Healthcare Information..., Microsoft Excel, Technical Writing, Technical Documentation, Tableau
Education
University of Phoenix 2005 — 2007
MBA, Technology Management
Westfield State College 1996 — 2000
Bachelors of Science, Psychology and Criminal Justice
Nashoba Regional High School 1992 — 1996
Diploma, College Prep
Persivia November 2012 - Present
Press Ganey Associates August 2011 - November 2012
WebMD January 2008 - August 2011
Fidelity Investments January 2001 - January 2008
AlliedBarton Security Services May 1999 - December 2000
Skills
Scrum, Requirements Gathering, Software Documentation, PMP, SDLC, Agile Methodologies, SharePoint, Business Analysis, SQL, Testing, Process Improvement, Visio, Project Management, Requirements Analysis, Kanban, SaaS, Healthcare Information..., Security, Analysis, Integration, Access, Six Sigma, Cross-functional Team..., Business Process, Troubleshooting, Management, Agile Project Management, Web Applications, Business Relationship..., Product Management, Crystal Reports, Cognos, Product Design, Healthcare Industry, Healthcare Analytics, Consumer Healthcare, Healthcare Information..., Microsoft Excel, Technical Writing, Technical Documentation, Tableau
Education
University of Phoenix 2005 — 2007
MBA, Technology Management
Westfield State College 1996 — 2000
Bachelors of Science, Psychology and Criminal Justice
Nashoba Regional High School 1992 — 1996
Diploma, College Prep
Baylee Heflin Baylee Heflin's Fidelity Investments Experience August 2013 - Present
Job Financial associate
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
The cutting Board June 2013 - Present
Skills
Bartending, Restaurants, Restaurant Management, Food & Beverage, Customer Service, Menu Development, Microsoft Office, Hospitality, Wine, PowerPoint, Food Service, Business Analysis, Microsoft Excel, Microsoft Word, Peachtree, Accounting, Communication, Financial Analysis, Financial Reporting, Strategic Planning, Customer Satisfaction, Access, Employee Relations, Public Speaking, Call Centers, Inventory Management, Time Management, Leadership, Sales
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Business Administration and Management, General
University of Phoenix 2008 — 2010
Associate's degree, Accounting
Walter Williams HS
Highschool Diploma
Fidelity Investments August 2013 - Present
The cutting Board June 2013 - Present
Skills
Bartending, Restaurants, Restaurant Management, Food & Beverage, Customer Service, Menu Development, Microsoft Office, Hospitality, Wine, PowerPoint, Food Service, Business Analysis, Microsoft Excel, Microsoft Word, Peachtree, Accounting, Communication, Financial Analysis, Financial Reporting, Strategic Planning, Customer Satisfaction, Access, Employee Relations, Public Speaking, Call Centers, Inventory Management, Time Management, Leadership, Sales
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Business Administration and Management, General
University of Phoenix 2008 — 2010
Associate's degree, Accounting
Walter Williams HS
Highschool Diploma
Jesse Flores, MBA's Fidelity Investments Experience February 2006 - April 2008
Job Implementation Project Manager at ADP
Industry Information Technology and Services
Experience
ADP May 2015 - Present
ADP December 2010 - May 2015
ADP September 2009 - December 2010
Contango Capital Advisors April 2008 - September 2009
Fidelity Investments February 2006 - April 2008
Bountiful High School October 2000 - March 2005
Skills
Team Leadership, Customer Satisfaction, Communication Skills, Building Relationships, Commitments, Motivation, Process Improvement, Project Management, Account Management, Finance, Leadership, Sports Coaching, Employee Benefits, CRM, Customer Service, Benefits Administration
Education
Western Governors University 2013 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
University of Phoenix 2007 — 2010
Bachelor of Business, Finance
Bountiful High
ADP May 2015 - Present
ADP December 2010 - May 2015
ADP September 2009 - December 2010
Contango Capital Advisors April 2008 - September 2009
Fidelity Investments February 2006 - April 2008
Bountiful High School October 2000 - March 2005
Skills
Team Leadership, Customer Satisfaction, Communication Skills, Building Relationships, Commitments, Motivation, Process Improvement, Project Management, Account Management, Finance, Leadership, Sports Coaching, Employee Benefits, CRM, Customer Service, Benefits Administration
Education
Western Governors University 2013 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
University of Phoenix 2007 — 2010
Bachelor of Business, Finance
Bountiful High
Michelle Lofton's Fidelity Investments Experience June 1998 - January 2007
Job Principal Default Coordinator
Industry Financial Services
Experience
Capital One September 2013 - Present
Bank of America, Corporation May 2009 - September 2013
Dr. Israel Hartman April 2007 - August 2008
Fidelity Investments June 1998 - January 2007
Skills
Leadership, Communication Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Cpr Certified, OSHA Certified, Health Insurance, Medical Law, Medical Billing, Foreclosures, Finance, 401k Rollovers, Escalation Resolution
Education
University of Phoenix 2013 — 2015
B.S, Health Administration Management
Oceana High School 1986 — 1990
High School Diploma
Capital One September 2013 - Present
Bank of America, Corporation May 2009 - September 2013
Dr. Israel Hartman April 2007 - August 2008
Fidelity Investments June 1998 - January 2007
Skills
Leadership, Communication Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Cpr Certified, OSHA Certified, Health Insurance, Medical Law, Medical Billing, Foreclosures, Finance, 401k Rollovers, Escalation Resolution
Education
University of Phoenix 2013 — 2015
B.S, Health Administration Management
Oceana High School 1986 — 1990
High School Diploma
Katherine Blackaby Katherine Blackaby's Fidelity Investments Experience August 2002 - April 2003
Job Account Manager at The Standard
Industry Consumer Goods
Experience
The Standard April 2013 - Present
Standard Insurance Company August 2011 - April 2013
Stonehouse Building Products July 2009 - August 2011
New Accounts April 2003 - July 2009
Fidelity Investments August 2002 - April 2003
CitiBank March 2002 - August 2002
Gap Inc February 1998 - August 2002
Skills
Accounting, Customer Service, Auditing, Finance, Accounts Payable, Invoicing, Credit, Sales, Investments, Loans, Business Process, Retail, Mutual Funds
Education
University of Phoenix 2008 — 2013
Bachelor's Degree, Accounting and Finance
2008-2010Axia College of University of Phoenix 2007 — 2013
Associates Degree, Finance
2010 2008 — 2012
Associates degree, Finance, General
Axia College of University of Phoenix 2008 — 2012
Bachelor's Degree, Accounting
Campbell County High School 1993 — 1997
High School Diploma
The Standard April 2013 - Present
Standard Insurance Company August 2011 - April 2013
Stonehouse Building Products July 2009 - August 2011
New Accounts April 2003 - July 2009
Fidelity Investments August 2002 - April 2003
CitiBank March 2002 - August 2002
Gap Inc February 1998 - August 2002
Skills
Accounting, Customer Service, Auditing, Finance, Accounts Payable, Invoicing, Credit, Sales, Investments, Loans, Business Process, Retail, Mutual Funds
Education
University of Phoenix 2008 — 2013
Bachelor's Degree, Accounting and Finance
2008-2010Axia College of University of Phoenix 2007 — 2013
Associates Degree, Finance
2010 2008 — 2012
Associates degree, Finance, General
Axia College of University of Phoenix 2008 — 2012
Bachelor's Degree, Accounting
Campbell County High School 1993 — 1997
High School Diploma
Cameron Thorpe, MBA, CSM Cameron Thorpe, MBA, CSM's Fidelity Investments Experience December 2013 - Present
Job Senior Manager, Quality Assurance at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments December 2013 - Present
Neumont University December 2013 - Present
Fidelity Investments June 2013 - December 2013
Fidelity Investments July 2009 - June 2013
Fidelity Investments December 2005 - July 2009
ADP September 2003 - December 2005
ADP 2000 - 2003
Convergys September 1998 - September 2000
Skills
Agile Methodologies, Testing, Test Planning, Quality Assurance, Process Improvement, Linux, Java, Software Documentation, SOA, Certified Scrum Master..., Agile Testing, Scrum, Manual Testing, Software Quality..., Test Automation, Leading Change, Team Leadership, Organizational..., Conflict Resolution, Spanish-speaking, Test Cases, SDLC, Requirements Analysis, Software Project..., Analysis, Agile Project Management
Education
University of Phoenix 2008 — 2009
Master, Business Administration
Villanova University 2009 — 2010
Master Certificate, Project Management
University of Phoenix 2006 — 2007
Bachelor of Science, Information Technology
Fidelity Investments December 2013 - Present
Neumont University December 2013 - Present
Fidelity Investments June 2013 - December 2013
Fidelity Investments July 2009 - June 2013
Fidelity Investments December 2005 - July 2009
ADP September 2003 - December 2005
ADP 2000 - 2003
Convergys September 1998 - September 2000
Skills
Agile Methodologies, Testing, Test Planning, Quality Assurance, Process Improvement, Linux, Java, Software Documentation, SOA, Certified Scrum Master..., Agile Testing, Scrum, Manual Testing, Software Quality..., Test Automation, Leading Change, Team Leadership, Organizational..., Conflict Resolution, Spanish-speaking, Test Cases, SDLC, Requirements Analysis, Software Project..., Analysis, Agile Project Management
Education
University of Phoenix 2008 — 2009
Master, Business Administration
Villanova University 2009 — 2010
Master Certificate, Project Management
University of Phoenix 2006 — 2007
Bachelor of Science, Information Technology
Dr. Ilene Ringler Dr. Ilene Ringler's Fidelity Investments Experience 1998 - 2001
Job Business Success Through People Results
Industry Management Consulting
Experience
Ilene Ringler Associates March 2006 - Present
Kaplan University 2009 - 2014
PetSmart July 2005 - March 2006
Shaws/Albertsons February 2002 - October 2004
Smartbridge 2001 - 2002
Fidelity Investments 1998 - 2001
Oracle 1996 - 1998
Bose Corporation 1987 - 1996
Skills
Team Building, Strategic Planning, Leadership Development, Organizational..., Performance Management, Employee Relations, Talent Management, Coaching, Mentoring, Succession Planning, Change Management, Employee Engagement, Talent Acquisition, Process Improvement, Executive Coaching, Public Speaking, Organizational Design, HR Policies, Business Strategy, Management Consulting, Career Development, Team Leadership, Organizational..., Start-ups, HR Strategy, Problem Solving, Organizational Change, Business Planning, Team Management, Strategy Development, Instructional Design, Workforce Planning, Cross-functional Team..., Interviewing, Recruiting, Leadership, Human Resources, Strategy, Personnel Management, Employee Training, Training, Management, Strategic Partnerships, Executive Management, Executive Development, Workshop Facilitation, 360 Feedback, HRIS, Career Management, Management Development
Education
University of Phoenix 2007 — 2008
Doctor of Mgt, Organizational Leadership
Boston State College/University of Massachusetts
MA, Public Admin/Education
Ilene Ringler Associates March 2006 - Present
Kaplan University 2009 - 2014
PetSmart July 2005 - March 2006
Shaws/Albertsons February 2002 - October 2004
Smartbridge 2001 - 2002
Fidelity Investments 1998 - 2001
Oracle 1996 - 1998
Bose Corporation 1987 - 1996
Skills
Team Building, Strategic Planning, Leadership Development, Organizational..., Performance Management, Employee Relations, Talent Management, Coaching, Mentoring, Succession Planning, Change Management, Employee Engagement, Talent Acquisition, Process Improvement, Executive Coaching, Public Speaking, Organizational Design, HR Policies, Business Strategy, Management Consulting, Career Development, Team Leadership, Organizational..., Start-ups, HR Strategy, Problem Solving, Organizational Change, Business Planning, Team Management, Strategy Development, Instructional Design, Workforce Planning, Cross-functional Team..., Interviewing, Recruiting, Leadership, Human Resources, Strategy, Personnel Management, Employee Training, Training, Management, Strategic Partnerships, Executive Management, Executive Development, Workshop Facilitation, 360 Feedback, HRIS, Career Management, Management Development
Education
University of Phoenix 2007 — 2008
Doctor of Mgt, Organizational Leadership
Boston State College/University of Massachusetts
MA, Public Admin/Education
Lallie Duncan Lallie Duncan's Fidelity Investments Experience September 2009 - Present
Job Customer Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Mercedes Financial October 2011 - September 2012
Skills
Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Analysis, Finance, Financial Modeling, Microsoft Office
Education
University of Phoenix 2010 — 2013
Administration/ Management
Fidelity Investments September 2009 - Present
Mercedes Financial October 2011 - September 2012
Skills
Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Analysis, Finance, Financial Modeling, Microsoft Office
Education
University of Phoenix 2010 — 2013
Administration/ Management
Dustin Nelson Dustin Nelson's Fidelity Investments Experience September 2014 - Present
Job High Opportunity Manager, Service Trading at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments July 2014 - Present
Fidelity Investments September 2011 - Present
Fidelity Investments February 2011 - October 2011
Walmart August 2009 - November 2010
Fidelity Investments September 2005 - October 2010
Fence4u April 2007 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., 401k, Retirement, Series 6, Retirement Planning, Investments, Securities, Asset Allocation, Wealth Management, Equities, FINRA, Series 65, Fixed Income, Financial Services, Series 66, Life & Health Insurance..., Series 9, Series 10, QuickBooks
Education
University of Phoenix 2007 — 2012
Bachelor of Business Accounting, Accounting and Finance, A
Fidelity Investments September 2014 - Present
Fidelity Investments July 2014 - Present
Fidelity Investments September 2011 - Present
Fidelity Investments February 2011 - October 2011
Walmart August 2009 - November 2010
Fidelity Investments September 2005 - October 2010
Fence4u April 2007 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., 401k, Retirement, Series 6, Retirement Planning, Investments, Securities, Asset Allocation, Wealth Management, Equities, FINRA, Series 65, Fixed Income, Financial Services, Series 66, Life & Health Insurance..., Series 9, Series 10, QuickBooks
Education
University of Phoenix 2007 — 2012
Bachelor of Business Accounting, Accounting and Finance, A
Tawanna Parker Kenny's Fidelity Investments Experience 2000 - 2003
Job at
Industry Transportation/Trucking/Railroad
Experience
FATH Transport, LTD January 2014 - Present
NOW Transportation May 2000 - January 2014
Fidelity Investments 2000 - 2003
GE Capital 1998 - 2000
GE Capital 1994 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Project Management, Six Sigma, Training, Financial Services, Transportation..., Freight Transportation, Freight Brokerage, Business Development, Operations Management, Sales, Strategy, Analysis, Organizational..., Business Strategy, Human Resources, Team Building, Leadership Development, Coaching, Change Management, Vendor Management, Business Process..., Nonprofits, Contract Negotiation, Call Centers, Quality Management, Visio, Logistics, New Business Development, Cross-functional Team..., Business Analysis, Process Improvement, Management, Leadership
Education
University of Phoenix 2002 — 2005
Master of Arts (MA), Organizational Management
Xavier University 1996 — 1999
Bachelor of Arts (BA), Organizational Leadership & Design
GE University
FATH Transport, LTD January 2014 - Present
NOW Transportation May 2000 - January 2014
Fidelity Investments 2000 - 2003
GE Capital 1998 - 2000
GE Capital 1994 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Project Management, Six Sigma, Training, Financial Services, Transportation..., Freight Transportation, Freight Brokerage, Business Development, Operations Management, Sales, Strategy, Analysis, Organizational..., Business Strategy, Human Resources, Team Building, Leadership Development, Coaching, Change Management, Vendor Management, Business Process..., Nonprofits, Contract Negotiation, Call Centers, Quality Management, Visio, Logistics, New Business Development, Cross-functional Team..., Business Analysis, Process Improvement, Management, Leadership
Education
University of Phoenix 2002 — 2005
Master of Arts (MA), Organizational Management
Xavier University 1996 — 1999
Bachelor of Arts (BA), Organizational Leadership & Design
GE University
Jeff Richard's Fidelity Investments Experience March 2007 - June 2010
Job Royal Philips, Senior Director, Technology
Industry Information Services
Experience
Philips Electronics May 2012 - Present
Citigroup June 2010 - June 2012
Fidelity Investments March 2007 - June 2010
Investors Bank & Trust May 2001 - February 2007
Forum Financial Group January 1997 - April 2001
Skills
IT Strategy, Technology Evaluation, Strategic Planning, Middle Office, Fund Accounting, Architecture, Enterprise Architecture, IT Governance, Master Data Management, Vendor Management, SDLC, Application Architecture, Offshoring, IT Management, SOA, Data Warehousing, Software Development..., Outsourcing, Agile Project Management, Equities, IT Transformation, Application Development, Business Intelligence, Solution Architecture, Integration, ETL, Trading Systems, Data Quality, Financial Services, Software Development, Business Analysis, EAI, Governance, Enterprise Software, Strategy, Project Portfolio..., Java Enterprise Edition, PMO, Business Process Design, Information Technology, Architectures, Middleware, PMP, Software Project..., Agile Methodologies
Education
University of Phoenix
Bachelors, Business Management
Philips Electronics May 2012 - Present
Citigroup June 2010 - June 2012
Fidelity Investments March 2007 - June 2010
Investors Bank & Trust May 2001 - February 2007
Forum Financial Group January 1997 - April 2001
Skills
IT Strategy, Technology Evaluation, Strategic Planning, Middle Office, Fund Accounting, Architecture, Enterprise Architecture, IT Governance, Master Data Management, Vendor Management, SDLC, Application Architecture, Offshoring, IT Management, SOA, Data Warehousing, Software Development..., Outsourcing, Agile Project Management, Equities, IT Transformation, Application Development, Business Intelligence, Solution Architecture, Integration, ETL, Trading Systems, Data Quality, Financial Services, Software Development, Business Analysis, EAI, Governance, Enterprise Software, Strategy, Project Portfolio..., Java Enterprise Edition, PMO, Business Process Design, Information Technology, Architectures, Middleware, PMP, Software Project..., Agile Methodologies
Education
University of Phoenix
Bachelors, Business Management
Jonathan Hanson, MBA, Six Sigma Green Belt's Fidelity Investments Experience May 2007 - August 2007
Job Product Marketing Manager at Community First Credit Union of Florida
Industry Banking
Experience
Community First Credit Union of Florida April 2012 - Present
Community First Credit Union of Florida September 2011 - April 2012
First Florida Credit Union August 2007 - September 2011
Fidelity Investments May 2007 - August 2007
Skills
Access, Microsoft Excel, HTML, CSS, Marketing, Microsoft Word, SQL, Process Improvement, PowerPoint, Market Research, Marketing Communications, Marketing Strategy, Word, Minitab, Six Sigma
Education
University of North Florida 2004 — 2009
University of Phoenix 2009 — 2011
MBA, MBA
Community First Credit Union of Florida April 2012 - Present
Community First Credit Union of Florida September 2011 - April 2012
First Florida Credit Union August 2007 - September 2011
Fidelity Investments May 2007 - August 2007
Skills
Access, Microsoft Excel, HTML, CSS, Marketing, Microsoft Word, SQL, Process Improvement, PowerPoint, Market Research, Marketing Communications, Marketing Strategy, Word, Minitab, Six Sigma
Education
University of North Florida 2004 — 2009
University of Phoenix 2009 — 2011
MBA, MBA
Edward Felt Edward Felt's Fidelity Investments Experience 1991 - 1996
Job Regional Advisor Consultant at Advisors Asset Management
Industry Financial Services
Experience
Advisors Asset Management, Inc. 2008 - Present
Merrill Lynch February 1996 - May 2008
Fidelity Investments 1991 - 1996
Skills
Series 7, Fixed Income, Portfolio Management, Equities, Mutual Funds, Investments, Financial Services, Structured Products, Options, Strategic Financial..., Bonds, FINRA, Financial Advisory
Education
University of Phoenix 1993 — 1995
MBA, Finance
University of Utah
BA Economics
Advisors Asset Management, Inc. 2008 - Present
Merrill Lynch February 1996 - May 2008
Fidelity Investments 1991 - 1996
Skills
Series 7, Fixed Income, Portfolio Management, Equities, Mutual Funds, Investments, Financial Services, Structured Products, Options, Strategic Financial..., Bonds, FINRA, Financial Advisory
Education
University of Phoenix 1993 — 1995
MBA, Finance
University of Utah
BA Economics
Bonnie Baker Bonnie Baker's Fidelity Investments Experience July 2014 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Lincoln Financial Distributors December 2010 - April 2014
Morgan Stanley Smith Barney November 2004 - November 2010
Merrill Lynch June 1997 - November 2004
J & W. Seligman January 1992 - December 1997
J. & W. Seligman 1992 - 1997
Prudential Securities 1987 - 1992
Skills
Series 7, Investment Advisory, Portfolio Management, Investments, Retirement, Equities, Financial Advisory, Financial Services, 401k, Strategy, Fixed Income, Endowments, Institutional, Strategic Financial..., Asset Management, Foundations, Relationship Management, Alternative Investments, Asset Allocation, Series 63, Finance, Investment Management, Mutual Funds, High Net Worth..., Retirement Solutions
Education
University of Phoenix
MBA, Finance
University of South Florida
BA, Marketing Research/Accounting
Fidelity Investments July 2014 - Present
Lincoln Financial Distributors December 2010 - April 2014
Morgan Stanley Smith Barney November 2004 - November 2010
Merrill Lynch June 1997 - November 2004
J & W. Seligman January 1992 - December 1997
J. & W. Seligman 1992 - 1997
Prudential Securities 1987 - 1992
Skills
Series 7, Investment Advisory, Portfolio Management, Investments, Retirement, Equities, Financial Advisory, Financial Services, 401k, Strategy, Fixed Income, Endowments, Institutional, Strategic Financial..., Asset Management, Foundations, Relationship Management, Alternative Investments, Asset Allocation, Series 63, Finance, Investment Management, Mutual Funds, High Net Worth..., Retirement Solutions
Education
University of Phoenix
MBA, Finance
University of South Florida
BA, Marketing Research/Accounting
Reyna Downs's Fidelity Investments Experience June 2004 - January 2014
Job Financial Services Specialist | Risk Management entry level | Business Analyst entry level
Industry Financial Services
Experience
Liberty Mutual Insurance January 2015 - Present
Fidelity Investments June 2004 - January 2014
Skills
Sound Analytical Skills, Strategic Communications, Client Relations, Investment Brokerage, Property & Casualty..., Investment Strategies, Critical Thinking, Time Management, Analysis, Finance
Education
University of Phoenix 2009 — 2012
Master’s Degree, International Business, 3.3 GPA
University of Phoenix 2005 — 2009
Bachelor’s Degree, Business Administration and Management, General, 3.5 GPA
Liberty Mutual Insurance January 2015 - Present
Fidelity Investments June 2004 - January 2014
Skills
Sound Analytical Skills, Strategic Communications, Client Relations, Investment Brokerage, Property & Casualty..., Investment Strategies, Critical Thinking, Time Management, Analysis, Finance
Education
University of Phoenix 2009 — 2012
Master’s Degree, International Business, 3.3 GPA
University of Phoenix 2005 — 2009
Bachelor’s Degree, Business Administration and Management, General, 3.5 GPA
Ayla Galeyeva Ayla Galeyeva's Fidelity Investments Experience July 2014 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments March 2007 - Present
Fidelity Investments May 2005 - March 2007
Skills
Series 6, Series 63, Series 7, Retirement, Investments, Financial Services, Retirement Planning, Securities
Education
Utah State University 2003 — 2005
Bachelor's degree, Business Administration and Management, General
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Fidelity Investments July 2014 - Present
Fidelity Investments March 2007 - Present
Fidelity Investments May 2005 - March 2007
Skills
Series 6, Series 63, Series 7, Retirement, Investments, Financial Services, Retirement Planning, Securities
Education
Utah State University 2003 — 2005
Bachelor's degree, Business Administration and Management, General
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Bernice Ngnouomeuchi's Fidelity Investments Experience June 2015 - Present
Job Workplace Participant Service Associate
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Capital One Bank November 2013 - July 2015
Capital One Bank March 2013 - November 2013
GM Financial/AmeriCredit August 2012 - February 2013
Ingram Micro (acquired Bright Point, Inc.) November 2010 - August 2012
Norman Regional Health System April 2009 - November 2010
Perseverance Globe Trotter March 2002 - February 2009
Skills
Management, Team Building, Strategic Planning, Leadership, Administration, Project Planning, Program Management, Training, Process Improvement, New Business Development, Customer Satisfaction, Customer Service, Quality Assessment, Financial Services, Call Centers, Employee Relations, Inventory Management, Process Scheduler, Data Entry, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Human Resources, Recording, Filing, Reporting
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Health Care Administration/Management
University of Phoenix 2009 — 2011
Associates of Arts, Healthcare Administration
Fidelity Investments June 2015 - Present
Capital One Bank November 2013 - July 2015
Capital One Bank March 2013 - November 2013
GM Financial/AmeriCredit August 2012 - February 2013
Ingram Micro (acquired Bright Point, Inc.) November 2010 - August 2012
Norman Regional Health System April 2009 - November 2010
Perseverance Globe Trotter March 2002 - February 2009
Skills
Management, Team Building, Strategic Planning, Leadership, Administration, Project Planning, Program Management, Training, Process Improvement, New Business Development, Customer Satisfaction, Customer Service, Quality Assessment, Financial Services, Call Centers, Employee Relations, Inventory Management, Process Scheduler, Data Entry, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Human Resources, Recording, Filing, Reporting
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Health Care Administration/Management
University of Phoenix 2009 — 2011
Associates of Arts, Healthcare Administration
Kayla DesJarlais Kayla DesJarlais's Fidelity Investments Experience August 2015 - Present
Job Financial Associate
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Comcast Business February 2014 - August 2015
Carters April 2013 - September 2013
AT&T Mobility January 2011 - August 2011
ALDO Group March 2009 - February 2010
Verizon Wireless December 2006 - March 2009
Skills
Customer Service, PowerPoint, Microsoft Office, Healthcare, Cashiering, Medical Terminology, Cpr Certified, Selling, Retail Sales, Microsoft Word, Microsoft Excel, First Aid, HIPAA, Medicine, Vital Signs, Time Management, Outlook, Customer Satisfaction, Data Entry, Sales, Teamwork, Administrative..., Merchandising, Event Planning, Telecommunications, Account Management
Education
University of Phoenix 2015 — 2019
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Seacoast Career School-Manchester Campus 2012 — 2013
certificate
Fidelity Investments August 2015 - Present
Comcast Business February 2014 - August 2015
Carters April 2013 - September 2013
AT&T Mobility January 2011 - August 2011
ALDO Group March 2009 - February 2010
Verizon Wireless December 2006 - March 2009
Skills
Customer Service, PowerPoint, Microsoft Office, Healthcare, Cashiering, Medical Terminology, Cpr Certified, Selling, Retail Sales, Microsoft Word, Microsoft Excel, First Aid, HIPAA, Medicine, Vital Signs, Time Management, Outlook, Customer Satisfaction, Data Entry, Sales, Teamwork, Administrative..., Merchandising, Event Planning, Telecommunications, Account Management
Education
University of Phoenix 2015 — 2019
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Seacoast Career School-Manchester Campus 2012 — 2013
certificate
Anna Weinel's Fidelity Investments Experience July 2005 - September 2012
Job Court Security Officer at Campbell County Sheriff's Department
Industry Law Enforcement
Experience
Campbell County Sheriff's Department September 2012 - Present
Fidelity Investments July 2005 - September 2012
Skills
Police, Criminal Investigations, Law Enforcement
Education
University of Phoenix
Criminal Justice/Law Enforcement Administration
Campbell County Sheriff's Department September 2012 - Present
Fidelity Investments July 2005 - September 2012
Skills
Police, Criminal Investigations, Law Enforcement
Education
University of Phoenix
Criminal Justice/Law Enforcement Administration
Robert Blunt Sr. Robert Blunt Sr.'s Fidelity Investments Experience March 1993 - October 2002
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2003 - Present
Fidelity Investments March 1993 - October 2002
United States Marine Corps August 1980 - July 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Phoenix
Master of Management, Management
University of Phoenix
Bachelor of Arts (B.A.), Management
Charles Schwab January 2003 - Present
Fidelity Investments March 1993 - October 2002
United States Marine Corps August 1980 - July 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Phoenix
Master of Management, Management
University of Phoenix
Bachelor of Arts (B.A.), Management
Travis R. Carlisle Travis R. Carlisle's Fidelity Investments Experience August 2010 - October 2012
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Fidelity Investments August 2010 - October 2012
Fidelity Investments June 2008 - August 2010
Fidelity Investments March 2007 - June 2008
Fidelity Investments August 1999 - March 2007
Skills
Management, Strategic Planning, Selling, Coaching
Education
University of Phoenix 1999 — 2005
B.S, Business Management 2005, 3.75
Charles Schwab October 2012 - Present
Fidelity Investments August 2010 - October 2012
Fidelity Investments June 2008 - August 2010
Fidelity Investments March 2007 - June 2008
Fidelity Investments August 1999 - March 2007
Skills
Management, Strategic Planning, Selling, Coaching
Education
University of Phoenix 1999 — 2005
B.S, Business Management 2005, 3.75
Jason Frandsen Jason Frandsen's Fidelity Investments Experience October 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fringe January 2014 - 2015
Fidelity Investments November 2012 - September 2014
Fidelity Investments November 2010 - October 2012
National Benefit Services January 2008 - January 2010
Macey’s Grocery Store January 2002 - January 2008
Skills
Series 7, Series 66, Payroll, Investments, Mutual Funds, Microsoft Office, Microsft Word, 401k, Financial Services, Microsoft Excel, PowerPoint, Series 63, Customer Service, Data An, Data Entry
Education
University of Phoenix 2010 — 2011
Master of Business AdministrationB.S
University of Utah 2005 — 2007
Bachelor's degree, Mass Communication/Emphasis in Electronic Journalism
Fidelity Investments October 2014 - Present
Fringe January 2014 - 2015
Fidelity Investments November 2012 - September 2014
Fidelity Investments November 2010 - October 2012
National Benefit Services January 2008 - January 2010
Macey’s Grocery Store January 2002 - January 2008
Skills
Series 7, Series 66, Payroll, Investments, Mutual Funds, Microsoft Office, Microsft Word, 401k, Financial Services, Microsoft Excel, PowerPoint, Series 63, Customer Service, Data An, Data Entry
Education
University of Phoenix 2010 — 2011
Master of Business AdministrationB.S
University of Utah 2005 — 2007
Bachelor's degree, Mass Communication/Emphasis in Electronic Journalism
Joe Escobar Joe Escobar's Fidelity Investments Experience 1993 - 2003
Job Sr. Business Operations Analyst
Industry Information Technology and Services
Experience
Fujitsu Technology Solutions July 2014 - Present
Joe Escobar October 2012 - March 2014
Billmatrix May 2007 - September 2012
BillMatrix- Fiserv February 2004 - April 2007
Fidelity Investments 1993 - 2003
Skills
SharePoint, SQL, PowerPoint, HTML, Excel, Word, Outlook, Microsoft Office, Windows, SharePoint Designer, Adobe Acrobat, Visual Studio, Access, XML, Troubleshooting, Disaster Recovery, Microsoft Word, Microsoft Excel, Data Center, Java, Windows Server, T-SQL, Active Directory, Visual Basic, Web Development, ITIL, C#, Process Improvement, Oracle, MS Project, System Deployment, Change Management, Requirements Gathering, Visio, Web Services, Training, Team Leadership, Software Project..., Requirements Analysis, Business Intelligence, Servers, Software Documentation, Databases, Database Design, ASP.NET, Agile Methodologies, Customer Service, Business Analysis, SDLC, IIS
Education
University of Phoenix 2006 — 2007
IT, Information Technology
Fujitsu Technology Solutions July 2014 - Present
Joe Escobar October 2012 - March 2014
Billmatrix May 2007 - September 2012
BillMatrix- Fiserv February 2004 - April 2007
Fidelity Investments 1993 - 2003
Skills
SharePoint, SQL, PowerPoint, HTML, Excel, Word, Outlook, Microsoft Office, Windows, SharePoint Designer, Adobe Acrobat, Visual Studio, Access, XML, Troubleshooting, Disaster Recovery, Microsoft Word, Microsoft Excel, Data Center, Java, Windows Server, T-SQL, Active Directory, Visual Basic, Web Development, ITIL, C#, Process Improvement, Oracle, MS Project, System Deployment, Change Management, Requirements Gathering, Visio, Web Services, Training, Team Leadership, Software Project..., Requirements Analysis, Business Intelligence, Servers, Software Documentation, Databases, Database Design, ASP.NET, Agile Methodologies, Customer Service, Business Analysis, SDLC, IIS
Education
University of Phoenix 2006 — 2007
IT, Information Technology
Jeff Moss's Fidelity Investments Experience July 2004 - November 2004
Job Independent Distributor at Améo Essential Oils
Industry Education Management
Experience
Vivint June 2015 - Present
Zija International, Améo Essential Oils July 2014 - Present
Provo College January 2010 - June 2015
BBDJS Professional Disc Jockey Services April 2007 - April 2013
Grand Canyon University September 2008 - January 2010
University of Phoenix June 2005 - September 2008
INVESTools Investor Education November 2004 - May 2005
Fidelity Investments July 2004 - November 2004
Salisbury Homes June 2003 - July 2004
Ogio International October 2000 - February 2003
Skills
Goal Oriented, Customer Service, Admissions, Excel, Public Speaking, Managerial, Team Leadership, Business Planning, Education, Internet, Microsoft Office, Organizing, Strategic Planning, Quality Management, Employee Relations, Team Management, Teamwork, Microsoft Excel, Higher Education, Adult Education, Staff Development, Training, Recruiting, Enrollment Management, Leadership, Sales, Time Management, Student Affairs, Organizational..., Career Counseling, Campus, Leadership Development, Hiring, Career Development, Resume Writing, Student Recruiting, Distance Learning, Conflict Resolution, Interviews, Curriculum Development, E-Learning, Employee Training, Retaining Customers, Program Management, Instructional Design, College Recruiting, Critical Thinking, Cross-functional Team..., Educational Leadership, Administration
Education
University of Phoenix 2007 — 2009
Bachelors of Science, Business Management
University of Phoenix 2005 — 2007
Associates of Arts, Business
Timpview High School 1994 — 1997
High School Diploma, General Studies
Vivint June 2015 - Present
Zija International, Améo Essential Oils July 2014 - Present
Provo College January 2010 - June 2015
BBDJS Professional Disc Jockey Services April 2007 - April 2013
Grand Canyon University September 2008 - January 2010
University of Phoenix June 2005 - September 2008
INVESTools Investor Education November 2004 - May 2005
Fidelity Investments July 2004 - November 2004
Salisbury Homes June 2003 - July 2004
Ogio International October 2000 - February 2003
Skills
Goal Oriented, Customer Service, Admissions, Excel, Public Speaking, Managerial, Team Leadership, Business Planning, Education, Internet, Microsoft Office, Organizing, Strategic Planning, Quality Management, Employee Relations, Team Management, Teamwork, Microsoft Excel, Higher Education, Adult Education, Staff Development, Training, Recruiting, Enrollment Management, Leadership, Sales, Time Management, Student Affairs, Organizational..., Career Counseling, Campus, Leadership Development, Hiring, Career Development, Resume Writing, Student Recruiting, Distance Learning, Conflict Resolution, Interviews, Curriculum Development, E-Learning, Employee Training, Retaining Customers, Program Management, Instructional Design, College Recruiting, Critical Thinking, Cross-functional Team..., Educational Leadership, Administration
Education
University of Phoenix 2007 — 2009
Bachelors of Science, Business Management
University of Phoenix 2005 — 2007
Associates of Arts, Business
Timpview High School 1994 — 1997
High School Diploma, General Studies
Naomi Takei, PMP, CSM Naomi Takei, PMP, CSM's Fidelity Investments Experience March 2001 - December 2013
Job Manager, HRIS Reporting and Analytics at Quintiles
Industry Pharmaceuticals
Experience
Quintiles October 2014 - Present
Quintiles December 2013 - September 2014
Fidelity Investments March 2001 - December 2013
Education
University of Pittsburgh
Master of Science in Information Science
University of Pittsburgh
Master of Public and International Affairs
Sophia University
Bachelor of Arts in English Language and Studies
Quintiles October 2014 - Present
Quintiles December 2013 - September 2014
Fidelity Investments March 2001 - December 2013
Education
University of Pittsburgh
Master of Science in Information Science
University of Pittsburgh
Master of Public and International Affairs
Sophia University
Bachelor of Arts in English Language and Studies
Tyler Mehlhorn, MS, CFP®, CWS® Tyler Mehlhorn, MS, CFP®, CWS®'s Fidelity Investments Experience October 2012 - October 2013
Job Senior Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Fidelity Investments October 2012 - October 2013
Charles Schwab September 2006 - October 2012
Wells Fargo December 2002 - September 2006
Skills
Investments, Portfolio Management, Banking
Education
Cannon Financial 2014 — 2014
Chartered Wealth Strategist
College of Financial Planning 2009 — 2010
MS, Financial Planning
Certified Financial Planner 2007 — 2008
CFP, Finance
University of Phoenix 2005 — 2007
BS in Business Management, Business
Elementary on up
Charles Schwab October 2013 - Present
Fidelity Investments October 2012 - October 2013
Charles Schwab September 2006 - October 2012
Wells Fargo December 2002 - September 2006
Skills
Investments, Portfolio Management, Banking
Education
Cannon Financial 2014 — 2014
Chartered Wealth Strategist
College of Financial Planning 2009 — 2010
MS, Financial Planning
Certified Financial Planner 2007 — 2008
CFP, Finance
University of Phoenix 2005 — 2007
BS in Business Management, Business
Elementary on up
Jeffrey Swanton's Fidelity Investments Experience
Job Systems Services & Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
SDLC, ITIL, Business Analysis, Unix, Vendor Management, Disaster Recovery, Data Center, Integration, Requirements Analysis, Process Improvement, Visio, Enterprise Architecture
Education
University of Phoenix 2009 — 2015
Bachelor’s Degree, Computer Software Engineering
University of Phoenix
Fidelity Investments
Skills
SDLC, ITIL, Business Analysis, Unix, Vendor Management, Disaster Recovery, Data Center, Integration, Requirements Analysis, Process Improvement, Visio, Enterprise Architecture
Education
University of Phoenix 2009 — 2015
Bachelor’s Degree, Computer Software Engineering
University of Phoenix
Marc Rudkowski Marc Rudkowski's Fidelity Investments Experience September 2013 - Present
Job VP Operations and Infrastructure at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Skills
Enterprise Architecture, Software Development, Software Project..., Agile, Web Applications, Cloud Computing, Web 2.0, Enterprise Software, Application Development, Software Engineering, Team Leadership, Agile Methodologies, Integration, Social Media, System Architecture, Architecture, SDLC, SOA, Strategy, Management, IT Strategy
Education
University of Phoenix 2000 — 2007
Bachelor
Fidelity Investments September 2013 - Present
Skills
Enterprise Architecture, Software Development, Software Project..., Agile, Web Applications, Cloud Computing, Web 2.0, Enterprise Software, Application Development, Software Engineering, Team Leadership, Agile Methodologies, Integration, Social Media, System Architecture, Architecture, SDLC, SOA, Strategy, Management, IT Strategy
Education
University of Phoenix 2000 — 2007
Bachelor
Anne G. Hudzikiewicz's Fidelity Investments Experience 2008 - 2008
Job President at Hudzi.net, Inc.
Industry Internet
Experience
Hudzi.net, Inc. October 2009 - Present
BNI Triboro Business Lunch 2010 - 2010
Personal 2010 - 2010
Fidelity Investments 2008 - 2008
Fidelity Investments 2006 - 2008
Fidelity 2000 - 2008
Quinsigamond Community College 1998 - 1999
W A C Inc. 1993 - 1996
No Specific Company 1990 - 1990
Education
University of Phoenix 2005 — 2007
BSMA, Business Management
Hudzi.net, Inc. October 2009 - Present
BNI Triboro Business Lunch 2010 - 2010
Personal 2010 - 2010
Fidelity Investments 2008 - 2008
Fidelity Investments 2006 - 2008
Fidelity 2000 - 2008
Quinsigamond Community College 1998 - 1999
W A C Inc. 1993 - 1996
No Specific Company 1990 - 1990
Education
University of Phoenix 2005 — 2007
BSMA, Business Management
Derek Reynolds Derek Reynolds's Fidelity Investments Experience 1990 - 2002
Job Owner
Industry Consumer Services
Experience
Reynolds Kennels 2007 - Present
Reynolds Construction Company, Inc. 2006 - 2011
Del Mar Investments October 2002 - May 2007
Fidelity Investments 1990 - 2002
Skills
Coaching, Call Center, Hiring, Customer Retention, Team Building, New Business Development
Education
University of Phoenix
BS/BA, Finance and Business Management
Westminster College
Reynolds Kennels 2007 - Present
Reynolds Construction Company, Inc. 2006 - 2011
Del Mar Investments October 2002 - May 2007
Fidelity Investments 1990 - 2002
Skills
Coaching, Call Center, Hiring, Customer Retention, Team Building, New Business Development
Education
University of Phoenix
BS/BA, Finance and Business Management
Westminster College
Clark Area Clark Area's Fidelity Investments Experience May 2004 - June 2008
Job Senior Pension Administrator at Lafayette Life Insurance
Industry Management Consulting
Experience
Lafayette Life Insurance Company March 2012 - Present
The Standard June 2009 - March 2012
ADP June 2008 - May 2009
Fidelity Investments May 2004 - June 2008
Fidelity Investments February 1997 - May 2004
The Church of Jesus Christ of Latter-day Saints September 1987 - August 1989
Education
University of Phoenix 2006 — 2007
Master, Management
Wright State University 1992 — 1996
Bachelor, Marketing
Lafayette Life Insurance Company March 2012 - Present
The Standard June 2009 - March 2012
ADP June 2008 - May 2009
Fidelity Investments May 2004 - June 2008
Fidelity Investments February 1997 - May 2004
The Church of Jesus Christ of Latter-day Saints September 1987 - August 1989
Education
University of Phoenix 2006 — 2007
Master, Management
Wright State University 1992 — 1996
Bachelor, Marketing
Carolyn J. Medrano's Fidelity Investments Experience March 1986 - May 1997
Job Referral Specialist at Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare April 2013 - October 2014
Alpharetta Womens Specialists October 2010 - February 2013
Georgia Urgent Care November 2008 - October 2010
Corplogoware, LLC June 2003 - March 2008
Fidelity Investments March 1986 - May 1997
Skills
Trade Shows, Advertising, Marketing, Invoicing, Microsoft Office, Customer Service, Sales, Outlook, Peachtree, Accounts Receivable
Education
University of Phoenix 2008 — 2010
Bachelors, Business Management
Manhattan Community College New 1982 — 1986
Associates Degree in Applied Science, Business Administration
Tenet Healthcare April 2013 - October 2014
Alpharetta Womens Specialists October 2010 - February 2013
Georgia Urgent Care November 2008 - October 2010
Corplogoware, LLC June 2003 - March 2008
Fidelity Investments March 1986 - May 1997
Skills
Trade Shows, Advertising, Marketing, Invoicing, Microsoft Office, Customer Service, Sales, Outlook, Peachtree, Accounts Receivable
Education
University of Phoenix 2008 — 2010
Bachelors, Business Management
Manhattan Community College New 1982 — 1986
Associates Degree in Applied Science, Business Administration
Anthony Mohawk Anthony Mohawk's Fidelity Investments Experience May 2006 - Present
Job Vice President, Managing Director
Industry Financial Services
Experience
Fidelity Investments May 2006 - Present
The Vanguard Group February 1995 - April 2006
Skills
Investments, Management, Business Planning, Retirement Planning, 401k, Series 63, Mutual Funds, Retirement, Defined Benefit, Financial Services, Series 6, Defined Contribution, Asset Allocation, Relationship Management, Pensions, ERISA, Securities
Education
University of Phoenix 1999 — 2000
Master of Arts in Organizational Management
University of Saint Thomas 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Fidelity Investments May 2006 - Present
The Vanguard Group February 1995 - April 2006
Skills
Investments, Management, Business Planning, Retirement Planning, 401k, Series 63, Mutual Funds, Retirement, Defined Benefit, Financial Services, Series 6, Defined Contribution, Asset Allocation, Relationship Management, Pensions, ERISA, Securities
Education
University of Phoenix 1999 — 2000
Master of Arts in Organizational Management
University of Saint Thomas 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Michelle Marschall Michelle Marschall's Fidelity Investments Experience April 2011 - December 2011
Job Currently Seeking Recruiting/Human Resources OpportunitiesCorporate Recruiter at GENCO, A FedEx Company
Industry Financial Services
Experience
GENCO, A FedEx Company May 2015 - August 2015
BARCLAYS FINANCIAL June 2013 - April 2015
CALIBER FUNDING LLC September 2012 - January 2013
Nationstar Mortgage March 2012 - September 2012
Fidelity Investments April 2011 - December 2011
SIEMENS INDUSTRY, INC April 2008 - February 2010
Volt Workforce Solutions September 2007 - April 2008
CAE SIMUFLITE January 2007 - May 2007
Zale Jewelers April 2006 - December 2006
Skills
Applicant Tracking..., Onboarding, Interviews, New Hire Orientations, Human Resources, Screening, Hiring, Sourcing, Taleo, College Recruiting, Technical Recruiting, IT Recruitment, Accounting/Finance..., Candidate Selection, Permanent Placement, Project Management, Employee Training, Reporting & Analysis, Full-life Cycle...
Education
University of Phoenix
GENCO, A FedEx Company May 2015 - August 2015
BARCLAYS FINANCIAL June 2013 - April 2015
CALIBER FUNDING LLC September 2012 - January 2013
Nationstar Mortgage March 2012 - September 2012
Fidelity Investments April 2011 - December 2011
SIEMENS INDUSTRY, INC April 2008 - February 2010
Volt Workforce Solutions September 2007 - April 2008
CAE SIMUFLITE January 2007 - May 2007
Zale Jewelers April 2006 - December 2006
Skills
Applicant Tracking..., Onboarding, Interviews, New Hire Orientations, Human Resources, Screening, Hiring, Sourcing, Taleo, College Recruiting, Technical Recruiting, IT Recruitment, Accounting/Finance..., Candidate Selection, Permanent Placement, Project Management, Employee Training, Reporting & Analysis, Full-life Cycle...
Education
University of Phoenix
Darren Farr Darren Farr's Fidelity Investments Experience January 2008 - Present
Job Senior Financial Service Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Zions Bank June 2005 - January 2008
Education
University of Phoenix 2005 — 2007
Bachelor's degree, Information Technology
Fidelity Investments January 2008 - Present
Zions Bank June 2005 - January 2008
Education
University of Phoenix 2005 — 2007
Bachelor's degree, Information Technology
Susan Story's Fidelity Investments Experience 2004 - 2007
Job
Industry Human Resources
Experience
The GEO Group, Inc. 2014 - Present
Boehringer Ingelheim January 2011 - 2014
Boehringer Ingelheim USA November 2008 - December 2010
Capgemini April 2008 - November 2008
Fidelity Investments 2004 - 2007
Cendant Corporation 1998 - 2004
EnableVision 1997 - 1998
FutureNext ZYGA 1994 - 1997
Allied Signal 1978 - 1984
Skills
Talent Management, Human Resources, Performance Management, Talent Acquisition, Recruiting, Training, CRM, Change Management, Leadership, HRIS, Management, Business Process, Outsourcing, Employee Benefits, Personnel Management
Education
Fairleigh Dickinson University-Florham Campus
BS, Business
University of Phoenix
MBA, Business
The GEO Group, Inc. 2014 - Present
Boehringer Ingelheim January 2011 - 2014
Boehringer Ingelheim USA November 2008 - December 2010
Capgemini April 2008 - November 2008
Fidelity Investments 2004 - 2007
Cendant Corporation 1998 - 2004
EnableVision 1997 - 1998
FutureNext ZYGA 1994 - 1997
Allied Signal 1978 - 1984
Skills
Talent Management, Human Resources, Performance Management, Talent Acquisition, Recruiting, Training, CRM, Change Management, Leadership, HRIS, Management, Business Process, Outsourcing, Employee Benefits, Personnel Management
Education
Fairleigh Dickinson University-Florham Campus
BS, Business
University of Phoenix
MBA, Business
Randy Christiansen's Fidelity Investments Experience November 2010 - Present
Job Principle Oracle DBA at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments November 2010 - Present
Overstock.com May 2009 - November 2010
ModusLink July 2007 - May 2009
Tomax Corporation August 2004 - July 2007
Misys Healthcare Systems 2002 - 2004
Brooks Automation / Autosoft Corp. 1998 - 2002
Auto-Soft, Corp. 1998 - 2002
Brooks Automation 1998 - 2002
Novell 1999 - 2000
Boeing 1988 - 1994
Skills
Databases, Oracle RAC, SQL, Linux, Oracle, Database Design, PL/SQL, Unix Shell Scripting, Database Administration, Shell Scripting, Unix, Data Modeling, Disaster Recovery, Integration, Performance Tuning, Agile Methodologies, Oracle Applications, Software Project..., Solaris, Data Warehousing, SQL Tuning, RMAN, ETL, Oracle E-Business Suite, High Availability, Data Migration, AIX, Oracle Enterprise..., HP-UX
Education
University of Phoenix 1991 — 1994
MBA, Business Administration
Westminster College 1982 — 1988
Fidelity Investments November 2010 - Present
Overstock.com May 2009 - November 2010
ModusLink July 2007 - May 2009
Tomax Corporation August 2004 - July 2007
Misys Healthcare Systems 2002 - 2004
Brooks Automation / Autosoft Corp. 1998 - 2002
Auto-Soft, Corp. 1998 - 2002
Brooks Automation 1998 - 2002
Novell 1999 - 2000
Boeing 1988 - 1994
Skills
Databases, Oracle RAC, SQL, Linux, Oracle, Database Design, PL/SQL, Unix Shell Scripting, Database Administration, Shell Scripting, Unix, Data Modeling, Disaster Recovery, Integration, Performance Tuning, Agile Methodologies, Oracle Applications, Software Project..., Solaris, Data Warehousing, SQL Tuning, RMAN, ETL, Oracle E-Business Suite, High Availability, Data Migration, AIX, Oracle Enterprise..., HP-UX
Education
University of Phoenix 1991 — 1994
MBA, Business Administration
Westminster College 1982 — 1988
Ray Mathis Jr.'s Fidelity Investments Experience March 2007 - Present
Job "Intelligence without ambition is like a bird without wings." Salvador Dali
Industry Information Technology and Services
Experience
Fidelity Investments March 2007 - Present
FedEx Ground January 2005 - January 2007
FedEx Ground 2003 - 2005
Skills
Software Engineering, Software Documentation, Software Project..., Software Installation, Production Planning, 24x7 Production Support, Production Support, Java, Linux System..., Linux, Shell Scripting, ITIL v3 Foundations..., Agile Methodologies, Maven, Tortoise SVN, Jenkins, DevOps, Project Management, Leadership, Process Improvement, SDLC
Education
University of Phoenix 2004 — 2006
Bachelor of Applied Science (BASc), Business Administration and Management, General
Westwood College of Technology 2002 — 2004
Associate of Science (A.S.), Computer Software Engineering
Fidelity Investments March 2007 - Present
FedEx Ground January 2005 - January 2007
FedEx Ground 2003 - 2005
Skills
Software Engineering, Software Documentation, Software Project..., Software Installation, Production Planning, 24x7 Production Support, Production Support, Java, Linux System..., Linux, Shell Scripting, ITIL v3 Foundations..., Agile Methodologies, Maven, Tortoise SVN, Jenkins, DevOps, Project Management, Leadership, Process Improvement, SDLC
Education
University of Phoenix 2004 — 2006
Bachelor of Applied Science (BASc), Business Administration and Management, General
Westwood College of Technology 2002 — 2004
Associate of Science (A.S.), Computer Software Engineering
Angela Sudbury, PMP's Fidelity Investments Experience
Job Director of Software Development at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments
Skills
Business Analysis, Leadership, SDLC, Process Improvement, Java Enterprise Edition, Software Project..., Agile Methodologies, Business Intelligence, Oracle, Enterprise Software, Software Development, Requirements Analysis, Agile Project Management, Risk Management, Vendor Management, Management, Tomcat, Application Architecture, SQL, Program Management, Waterfall, VB.NET, JSP, Web Services, Visual Studio, XML, SOA
Education
University of Phoenix 1998 — 2000
MBA, Business
University of Utah 1988 — 1992
Bachelor's of Science, Accounting
Fidelity Investments
Skills
Business Analysis, Leadership, SDLC, Process Improvement, Java Enterprise Edition, Software Project..., Agile Methodologies, Business Intelligence, Oracle, Enterprise Software, Software Development, Requirements Analysis, Agile Project Management, Risk Management, Vendor Management, Management, Tomcat, Application Architecture, SQL, Program Management, Waterfall, VB.NET, JSP, Web Services, Visual Studio, XML, SOA
Education
University of Phoenix 1998 — 2000
MBA, Business
University of Utah 1988 — 1992
Bachelor's of Science, Accounting
Kim Kummet's Fidelity Investments Experience May 2008 - June 2010
Job Commercial Loan Assistant at Century BankNM
Industry Human Resources
Experience
CliftonLarsonAllen September 2015 - Present
Century Bank-NM April 2012 - September 2015
Century Bank July 2011 - April 2012
Fidelity Investments May 2008 - June 2010
Innovasic Semiconductor September 2006 - May 2008
Hartford Life November 1997 - February 2003
Skills
Benefits Administration, Banking, Loan Servicing, Employee Relations, Microsoft Excel
Education
University of Phoenix 2007 — 2009
business
woodbury high school 1993 — 1997
Diploma
CliftonLarsonAllen September 2015 - Present
Century Bank-NM April 2012 - September 2015
Century Bank July 2011 - April 2012
Fidelity Investments May 2008 - June 2010
Innovasic Semiconductor September 2006 - May 2008
Hartford Life November 1997 - February 2003
Skills
Benefits Administration, Banking, Loan Servicing, Employee Relations, Microsoft Excel
Education
University of Phoenix 2007 — 2009
business
woodbury high school 1993 — 1997
Diploma
Janie Moore, CSPO's Fidelity Investments Experience 2004 - 2008
Job Principal Business Process Analyst at American Student Assistance
Industry Computer Software
Experience
American Student Assistance September 2010 - Present
American Student Assistance March 2008 - September 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2001 - 2004
Key Education Resources 2000 - 2001
Key Education Resources 1997 - 2000
Key Education Resources 1995 - 1997
Skills
SDLC, Business Analysis, Program Management, Software Documentation, Process Improvement, Integration, Business Process, Quality Assurance, Cross-functional Team..., Testing, Scrum, Project Management, User Acceptance Testing, Access, Systems Analysis, Analysis, Requirements Gathering, Test Planning, Quality Center, Requirements Analysis, HP Quality Center
Education
University of Phoenix 2001 — 2006
BSIT, Bachelor of Science - Information Technology
Scrum Alliance 2012 — 2012
Certificate - Scrum Product Owner - CSPO, SCRUM
Wentworth Institute of Technology 1991 — 1993
AAS, Mechanical Design Technology
Corporate Education Center 2012 — 2013
Certificate - Business Analysis
American Student Assistance September 2010 - Present
American Student Assistance March 2008 - September 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2001 - 2004
Key Education Resources 2000 - 2001
Key Education Resources 1997 - 2000
Key Education Resources 1995 - 1997
Skills
SDLC, Business Analysis, Program Management, Software Documentation, Process Improvement, Integration, Business Process, Quality Assurance, Cross-functional Team..., Testing, Scrum, Project Management, User Acceptance Testing, Access, Systems Analysis, Analysis, Requirements Gathering, Test Planning, Quality Center, Requirements Analysis, HP Quality Center
Education
University of Phoenix 2001 — 2006
BSIT, Bachelor of Science - Information Technology
Scrum Alliance 2012 — 2012
Certificate - Scrum Product Owner - CSPO, SCRUM
Wentworth Institute of Technology 1991 — 1993
AAS, Mechanical Design Technology
Corporate Education Center 2012 — 2013
Certificate - Business Analysis
Nancy Pallerino's Fidelity Investments Experience October 2009 - Present
Job SVP, Managing Director, Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments October 2009 - Present
Hewitt Associates February 1988 - October 2007
BNY Mellon April 1983 - January 1988
Skills
Sales Management, Management, Operations Management, CRM, Negotiation, Sales Process, Team Building, Business Strategy, Business Planning, Outsourcing, Recruiting, Customer Relations, Performance Management, Change Management, Employee Relations, Human Resources, Sales, Employee Benefits, Sales Operations, Leadership, Talent Acquisition
Education
University of Pittsburgh
Bachelors, Information Science
University of San Francisco
Masters, Human Resources and Organization Development
Fidelity Investments October 2009 - Present
Hewitt Associates February 1988 - October 2007
BNY Mellon April 1983 - January 1988
Skills
Sales Management, Management, Operations Management, CRM, Negotiation, Sales Process, Team Building, Business Strategy, Business Planning, Outsourcing, Recruiting, Customer Relations, Performance Management, Change Management, Employee Relations, Human Resources, Sales, Employee Benefits, Sales Operations, Leadership, Talent Acquisition
Education
University of Pittsburgh
Bachelors, Information Science
University of San Francisco
Masters, Human Resources and Organization Development
Christina Manoogian's Fidelity Investments Experience July 2007 - Present
Job Associate Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Education
University of Pittsburgh 1996 — 2000
Fidelity Investments July 2007 - Present
Education
University of Pittsburgh 1996 — 2000
Kendall Labrum's Fidelity Investments Experience February 2014 - Present
Job Senior Financial Specialist at Fidelityt Investments
Industry Financial Services
Experience
Fidelityt Investments July 2014 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments October 2007 - Present
Keller Williams Utah Realtors/ conell reality 2005 - 2007
Skills
Series 9/10, Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement
Education
University of phoenix 2008 — 2010
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Fidelityt Investments July 2014 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments October 2007 - Present
Keller Williams Utah Realtors/ conell reality 2005 - 2007
Skills
Series 9/10, Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement
Education
University of phoenix 2008 — 2010
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Tawanna Kenny's Fidelity Investments Experience November 2000 - February 2003
Job President, NOW Transportation
Industry Transportation/Trucking/Railroad
Experience
NOW Transportation December 2000 - Present
Fidelity Investments November 2000 - February 2003
GE Capital August 1991 - March 2001
Education
University of Phoenix 2002 — 2005
MA, Organizational Management
Xavier University 1996 — 1999
BA, Organizational Leadership & Design
NOW Transportation December 2000 - Present
Fidelity Investments November 2000 - February 2003
GE Capital August 1991 - March 2001
Education
University of Phoenix 2002 — 2005
MA, Organizational Management
Xavier University 1996 — 1999
BA, Organizational Leadership & Design
Trina Savage's Fidelity Investments Experience January 2004 - August 2008
Job Executive Administrator at RJ Cole Solutions
Industry Financial Services
Experience
RJ Cole Solutions October 2008 - Present
Fidelity Investments January 2004 - August 2008
Anthem Blue Cross Blue Shield August 2000 - December 2002
Education
University of Phoenix 2008 — 2010
RJ Cole Solutions October 2008 - Present
Fidelity Investments January 2004 - August 2008
Anthem Blue Cross Blue Shield August 2000 - December 2002
Education
University of Phoenix 2008 — 2010
Craig Hoen's Fidelity Investments Experience January 2011 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Utah Community Credit Union January 2006 - January 2011
Utah Community Credit Union 2006 - 2009
Bert Murdock Music July 2005 - December 2005
Education
University of Phoenix 2007 — 2011
Bachelor of Science, Finance
University of Phoenix 2007 — 2010
Associates, Business
Fidelity Investments January 2011 - Present
Utah Community Credit Union January 2006 - January 2011
Utah Community Credit Union 2006 - 2009
Bert Murdock Music July 2005 - December 2005
Education
University of Phoenix 2007 — 2011
Bachelor of Science, Finance
University of Phoenix 2007 — 2010
Associates, Business
Cameron Macintosh's Fidelity Investments Experience August 1995 - October 2000
Job Sales Manager at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments August 2003 - Present
Wells Fargo 2003 - Present
Goldman Sachs Asset Management October 2000 - April 2001
Goldman Sachs 2000 - 2001
Fidelity Investments August 1995 - October 2000
Education
University of Phoenix
MBA
University of Utah 1994 — 1998
BS, Economics
Wells Fargo Investments August 2003 - Present
Wells Fargo 2003 - Present
Goldman Sachs Asset Management October 2000 - April 2001
Goldman Sachs 2000 - 2001
Fidelity Investments August 1995 - October 2000
Education
University of Phoenix
MBA
University of Utah 1994 — 1998
BS, Economics
Cindi Veglia's Fidelity Investments Experience August 2006 - July 2008
Job Accounting Professional
Industry Accounting
Experience
Fidelity Investments August 2006 - July 2008
Education
University of Phoenix
BS, Accounting
Fidelity Investments August 2006 - July 2008
Education
University of Phoenix
BS, Accounting
Shannon Ratliff's Fidelity Investments Experience May 2010 - Present
Job Finacial Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
AT&T April 2008 - November 2008
Skills
Telecommunications, Direct Sales, Sales, Solution Selling, Account Management, Sales Operations, Salesforce.com, Sales Management, Selling, Cold Calling, Managed Services, VoIP, Sales Process, Unified Communications, Team Leadership, Relationship Management, Customer Service, Public Speaking, Negotiation, Small Business, Strategic Planning, Marketing, Leadership
Education
University of Phoenix 2015 — 2019
Business Administration and Management, General
Louisiana Tech University 2004 — 2005
Dominion Christian
St. Marys College
Fidelity Investments May 2010 - Present
AT&T April 2008 - November 2008
Skills
Telecommunications, Direct Sales, Sales, Solution Selling, Account Management, Sales Operations, Salesforce.com, Sales Management, Selling, Cold Calling, Managed Services, VoIP, Sales Process, Unified Communications, Team Leadership, Relationship Management, Customer Service, Public Speaking, Negotiation, Small Business, Strategic Planning, Marketing, Leadership
Education
University of Phoenix 2015 — 2019
Business Administration and Management, General
Louisiana Tech University 2004 — 2005
Dominion Christian
St. Marys College
Robert Whitlow's Fidelity Investments Experience October 2007 - May 2013
Job Lead Engineer, Master Electrician, Data Center,
Industry Facilities Services
Experience
ISS Facility Services A.E June 2014 - Present
Whitlow Electric 2003 - Present
Fidelity Investments October 2007 - May 2013
EMCOR October 2006 - October 2007
Phillips Electric 1990 - 2006
Skills
Project Management, Vendor Management, Facilities Management, Project Planning, Team Leadership, Troubleshooting, Contract Management, Operations Management, Project Estimation, Construction Management, Process Scheduler, Budgets, Team Building, Contract Negotiation, Construction, Data Center, Disaster Recovery, MS Project, Contractors, Subcontracting, Change Management, Project Coordination, Purchasing, Training, Cost Control, AutoCAD, Account Management, Project Bidding, Cost Management
Education
University of Phoenix 2010 — 2015
Bachelor of Business Administration (B.B.A.), Project Management
Person Sr High, Roxboro NC
ISS Facility Services A.E June 2014 - Present
Whitlow Electric 2003 - Present
Fidelity Investments October 2007 - May 2013
EMCOR October 2006 - October 2007
Phillips Electric 1990 - 2006
Skills
Project Management, Vendor Management, Facilities Management, Project Planning, Team Leadership, Troubleshooting, Contract Management, Operations Management, Project Estimation, Construction Management, Process Scheduler, Budgets, Team Building, Contract Negotiation, Construction, Data Center, Disaster Recovery, MS Project, Contractors, Subcontracting, Change Management, Project Coordination, Purchasing, Training, Cost Control, AutoCAD, Account Management, Project Bidding, Cost Management
Education
University of Phoenix 2010 — 2015
Bachelor of Business Administration (B.B.A.), Project Management
Person Sr High, Roxboro NC
Vance Vallace's Fidelity Investments Experience July 2008 - Present
Job Workplace Participant Services Site VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Skills
FINRA Series 7, 63, & 24
Education
University of Phoenix 2002 — 2004
MBA
Weber State University 1989 — 1995
Fidelity Investments July 2008 - Present
Skills
FINRA Series 7, 63, & 24
Education
University of Phoenix 2002 — 2004
MBA
Weber State University 1989 — 1995
Sriranjani Mandayam's Fidelity Investments Experience July 2014 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments April 2011 - July 2012
University of Pittsburgh August 2010 - January 2011
Compunetix May 2010 - August 2010
Infosys July 2005 - February 2007
Skills
Java, Agile Methodologies, Software Development
Education
University of Pittsburgh 2008 — 2010
Master of Science
Visvesvaraya Technological University 2001 — 2005
Bachelor of Engineering
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments April 2011 - July 2012
University of Pittsburgh August 2010 - January 2011
Compunetix May 2010 - August 2010
Infosys July 2005 - February 2007
Skills
Java, Agile Methodologies, Software Development
Education
University of Pittsburgh 2008 — 2010
Master of Science
Visvesvaraya Technological University 2001 — 2005
Bachelor of Engineering
Theresa King, MBA's Fidelity Investments Experience September 2006 - January 2007
Job Knowledge Management
Industry Information Technology and Services
Experience
Deutsche Bank April 2013 - Present
Bank of America/Merrill Lynch August 2010 - April 2013
Bank of America/Merrill Lynch March 2007 - August 2010
Fidelity Investments September 2006 - January 2007
Citigroup June 2003 - September 2006
Citigroup March 1997 - September 2006
Citigroup October 2002 - June 2003
Citigroup June 2001 - September 2002
Citigroup March 2000 - June 2001
Citigroup January 1999 - January 2000
Skills
Team-oriented, Microsoft Office, Business Analysis, Process Improvement, SharePoint, Troubleshooting, Customer Service, Training, Microsoft Excel, Knowledge Management, Disaster Recovery, Help Desk Support, Operating Systems, XP, Project Management, Computer Hardware, Technical Support, Active Directory, ITIL, Servers, Data Center, Windows 7, Windows Server, Enterprise Architecture, BMC Remedy, IT Management, Microsoft Exchange, Call Centers, Information Technology, IT Service Management, System Administration, Software Documentation, Business Process..., Hardware, Visio, Management, Security, Incident Management, IT Operations, Databases, System Deployment, Networking, IT Strategy, Service Delivery, Vendor Management, SDLC, Lotus Notes, Access, Requirements Analysis, Integration
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.86
University of Phoenix 2000 — 2008
Bachelor of Science (B.S.), Business/Commerce, General/E-business, 3.7
Deutsche Bank April 2013 - Present
Bank of America/Merrill Lynch August 2010 - April 2013
Bank of America/Merrill Lynch March 2007 - August 2010
Fidelity Investments September 2006 - January 2007
Citigroup June 2003 - September 2006
Citigroup March 1997 - September 2006
Citigroup October 2002 - June 2003
Citigroup June 2001 - September 2002
Citigroup March 2000 - June 2001
Citigroup January 1999 - January 2000
Skills
Team-oriented, Microsoft Office, Business Analysis, Process Improvement, SharePoint, Troubleshooting, Customer Service, Training, Microsoft Excel, Knowledge Management, Disaster Recovery, Help Desk Support, Operating Systems, XP, Project Management, Computer Hardware, Technical Support, Active Directory, ITIL, Servers, Data Center, Windows 7, Windows Server, Enterprise Architecture, BMC Remedy, IT Management, Microsoft Exchange, Call Centers, Information Technology, IT Service Management, System Administration, Software Documentation, Business Process..., Hardware, Visio, Management, Security, Incident Management, IT Operations, Databases, System Deployment, Networking, IT Strategy, Service Delivery, Vendor Management, SDLC, Lotus Notes, Access, Requirements Analysis, Integration
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.86
University of Phoenix 2000 — 2008
Bachelor of Science (B.S.), Business/Commerce, General/E-business, 3.7
David Swaney, QPA, QKA, CEBS, PMP's Fidelity Investments Experience October 2009 - February 2010
Job Account Manager at Standard Insurance Company
Industry Financial Services
Experience
Standard Insurance Company July 2010 - Present
Fidelity Investments October 2009 - February 2010
Fidelity Investments May 2007 - December 2008
Fidelity Investments December 1999 - May 2007
PNC Bank September 1997 - December 1999
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Education
University of Pittsburgh 1991 — 1992
MBA, Finance
Yale University 1983 — 1987
BA, American Studies/Economics
Standard Insurance Company July 2010 - Present
Fidelity Investments October 2009 - February 2010
Fidelity Investments May 2007 - December 2008
Fidelity Investments December 1999 - May 2007
PNC Bank September 1997 - December 1999
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Education
University of Pittsburgh 1991 — 1992
MBA, Finance
Yale University 1983 — 1987
BA, American Studies/Economics
Cindi Noyes's Fidelity Investments Experience July 2011 - January 2014
Job CrossSell Marketing Consultant at Metlife US Sales Headquarters
Industry Financial Services
Experience
Metlife US Sales Headquarters December 2014 - Present
Metlife US Sales Headquarters January 2014 - Present
Fidelity Investments July 2011 - January 2014
Fidelity Investments August 2004 - June 2011
Fidelity Investments August 2003 - August 2004
Fidelity Investments September 2000 - August 2003
New York State Electric and Gas Corporation May 1991 - May 2000
Skills
Project Management, Marketing Communications, Project Implementation, Process Improvement, Program Management, Cross-functional Team..., Strategy, Management, Leadership, Strategic Planning, 401k, CRM, Training, Marketing, Software Documentation, Mutual Funds
Education
University of Phoenix
Bachelors of Science, Business Management/Marketing
University of Phoenix
Metlife US Sales Headquarters December 2014 - Present
Metlife US Sales Headquarters January 2014 - Present
Fidelity Investments July 2011 - January 2014
Fidelity Investments August 2004 - June 2011
Fidelity Investments August 2003 - August 2004
Fidelity Investments September 2000 - August 2003
New York State Electric and Gas Corporation May 1991 - May 2000
Skills
Project Management, Marketing Communications, Project Implementation, Process Improvement, Program Management, Cross-functional Team..., Strategy, Management, Leadership, Strategic Planning, 401k, CRM, Training, Marketing, Software Documentation, Mutual Funds
Education
University of Phoenix
Bachelors of Science, Business Management/Marketing
University of Phoenix
Jim Kayarian's Fidelity Investments Experience August 2002 - Present
Job Business Analyst at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments August 2002 - Present
U.S. Navy Reserve July 1990 - Present
US Navy 1990 - Present
IBM April 1974 - August 2002
Skills
Business Analysis, Program Management, Process Improvement, Hyperion Enterprise, Applications, Visual Basic, SAS, SQL, Microsoft SQL Server, Microsoft Office, Microsoft Excel, Microsoft Word, JCL, Brio Query, Brio Reports, Office Automation, Visio, National Security, Human Resources, Change Management, Physical Security, System Administration, Testing, Military Experience, Operations Management, Six Sigma, Navy, Operational Planning, SDLC, Organizational..., Systems Analysis, Instructor-led Training, Requirements Gathering, Troubleshooting, DoD, Military, Security Clearance, Data Analysis, ETL, Performance Management, Access, Quality Assurance
Education
University of Phoenix
Bachelor's degree, Information Technology
Fidelity Investments August 2002 - Present
U.S. Navy Reserve July 1990 - Present
US Navy 1990 - Present
IBM April 1974 - August 2002
Skills
Business Analysis, Program Management, Process Improvement, Hyperion Enterprise, Applications, Visual Basic, SAS, SQL, Microsoft SQL Server, Microsoft Office, Microsoft Excel, Microsoft Word, JCL, Brio Query, Brio Reports, Office Automation, Visio, National Security, Human Resources, Change Management, Physical Security, System Administration, Testing, Military Experience, Operations Management, Six Sigma, Navy, Operational Planning, SDLC, Organizational..., Systems Analysis, Instructor-led Training, Requirements Gathering, Troubleshooting, DoD, Military, Security Clearance, Data Analysis, ETL, Performance Management, Access, Quality Assurance
Education
University of Phoenix
Bachelor's degree, Information Technology
Joshua Herald's Fidelity Investments Experience May 2006 - October 2008
Job Realtor at Bean Group
Industry Human Resources
Experience
Bean Group April 2014 - Present
Sodexo June 2010 - March 2014
Branch Out Realty June 2012 - March 2013
DCU Realty, Littleton October 2008 - April 2009
Fidelity Investments May 2006 - October 2008
Skills
Human Resources, Employee Relations, Talent Management, Performance Management, Talent Acquisition, HR Policies, Employee Engagement, Onboarding, HR Consulting, Benefits Administration, Real Estate Transactions, Real Estate License, Corporate Communications, Marketing Communications
Education
University of Phoenix 2013 — 2017
Bachelor of Business Administration (BBA)
Alvirne High School 2000 — 2004
Diploma, High School/Secondary Diplomas and Certificates
Bean Group April 2014 - Present
Sodexo June 2010 - March 2014
Branch Out Realty June 2012 - March 2013
DCU Realty, Littleton October 2008 - April 2009
Fidelity Investments May 2006 - October 2008
Skills
Human Resources, Employee Relations, Talent Management, Performance Management, Talent Acquisition, HR Policies, Employee Engagement, Onboarding, HR Consulting, Benefits Administration, Real Estate Transactions, Real Estate License, Corporate Communications, Marketing Communications
Education
University of Phoenix 2013 — 2017
Bachelor of Business Administration (BBA)
Alvirne High School 2000 — 2004
Diploma, High School/Secondary Diplomas and Certificates
Jon Kasso's Fidelity Investments Experience November 2006 - Present
Job Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments November 2006 - Present
Fidelity Investments November 2006 - November 2008
Merrill Lynch April 1995 - November 2006
Morgan Stanley April 1995 - April 1997
Smith Barney 1986 - 1995
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Finance; IS
Trinity School
University of Pittsburgh
B.S.C.S, Computer Science. Math
Fidelity Investments November 2006 - Present
Fidelity Investments November 2006 - November 2008
Merrill Lynch April 1995 - November 2006
Morgan Stanley April 1995 - April 1997
Smith Barney 1986 - 1995
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Finance; IS
Trinity School
University of Pittsburgh
B.S.C.S, Computer Science. Math
Julie Glardon's Fidelity Investments Experience April 2012 - May 2012
Job Project Coordinator
Industry Financial Services
Experience
Fidelity Investments April 2012 - May 2012
Kelly Services March 2010 - April 2012
Fidelity Investments October 2011 - February 2012
Partner Professional Staffing September 2009 - January 2010
PPS LLC September 2009 - January 2010
Fifth Third Bank January 2005 - March 2008
Fifth Third Bank January 2004 - January 2005
Today's Office Staffing March 2003 - January 2004
US Airways October 1999 - September 2001
Kelly Temporary Services March 1995 - October 1999
Skills
10 Key, Customer Service, Recruiting, Data Entry, Insurance, Credit, Switchboard Operator, Auditing, Human Resources, File Management, Sales, Sarbanes-Oxley, Numeric Filing, Benefits Administration, Office Management, Outlook, Spreadsheets, Fax, Travel Arrangements, Microsoft Office
Education
University of Phoenix 2009 — 2011
BS, Health Administration
University of Phoenix
Associate of Arts, and Business
LAKOTA HIGH SCHOOL 1984 — 1988
General Business
D RUSSEL LEE JOINT VOCATIONAL SCHOOL
Information Word Processing
Fidelity Investments April 2012 - May 2012
Kelly Services March 2010 - April 2012
Fidelity Investments October 2011 - February 2012
Partner Professional Staffing September 2009 - January 2010
PPS LLC September 2009 - January 2010
Fifth Third Bank January 2005 - March 2008
Fifth Third Bank January 2004 - January 2005
Today's Office Staffing March 2003 - January 2004
US Airways October 1999 - September 2001
Kelly Temporary Services March 1995 - October 1999
Skills
10 Key, Customer Service, Recruiting, Data Entry, Insurance, Credit, Switchboard Operator, Auditing, Human Resources, File Management, Sales, Sarbanes-Oxley, Numeric Filing, Benefits Administration, Office Management, Outlook, Spreadsheets, Fax, Travel Arrangements, Microsoft Office
Education
University of Phoenix 2009 — 2011
BS, Health Administration
University of Phoenix
Associate of Arts, and Business
LAKOTA HIGH SCHOOL 1984 — 1988
General Business
D RUSSEL LEE JOINT VOCATIONAL SCHOOL
Information Word Processing
Jason Travis's Fidelity Investments Experience September 2004 - September 2011
Job Job Cost Analyst at TDIndustries
Industry Accounting
Experience
TDIndustries December 2013 - Present
P2 Energy Solutions August 2011 - December 2013
Fidelity Investments September 2004 - September 2011
Woodforest National Bank October 2003 - November 2004
Skills
Customer Service, Microsoft Excel, Excalibur, General Ledger, Account Reconciliation, Oil & Gas Accounting, Bank Reconciliation, Budgets, Accounting, Financial Statements, Journal Entries, Banking, Leadership, Time Management, Teamwork, Financial Reporting, QuickBooks, Spreadsheets, Access, Microsoft Dynamics, Construction, Job Costing, Microsoft Office
Education
University of Phoenix 2008 — 2009
Masters, Accounting
University of Phoenix 2005 — 2007
Bachelor of Science Degree, Accounting
TDIndustries December 2013 - Present
P2 Energy Solutions August 2011 - December 2013
Fidelity Investments September 2004 - September 2011
Woodforest National Bank October 2003 - November 2004
Skills
Customer Service, Microsoft Excel, Excalibur, General Ledger, Account Reconciliation, Oil & Gas Accounting, Bank Reconciliation, Budgets, Accounting, Financial Statements, Journal Entries, Banking, Leadership, Time Management, Teamwork, Financial Reporting, QuickBooks, Spreadsheets, Access, Microsoft Dynamics, Construction, Job Costing, Microsoft Office
Education
University of Phoenix 2008 — 2009
Masters, Accounting
University of Phoenix 2005 — 2007
Bachelor of Science Degree, Accounting
Matthew Steinhour's Fidelity Investments Experience February 2012 - September 2012
Job Business Continuity Consultant at Citi (RMS)
Industry Financial Services
Experience
Citi (RMS) November 2014 - Present
Edward Jones September 2012 - November 2014
Fidelity Investments February 2012 - September 2012
Fidelity National Financial March 2008 - February 2012
Ginn Financial Services August 2005 - February 2008
Skills
Process Improvement, Contract Negotiation, Customer Service, Management, Financial Analysis, Microsoft Excel, Public Speaking, Project Management, Team Building, Budgets, Microsoft Office, Strategic Planning, PowerPoint, Microsoft Word, Negotiation, Sales Management, Budget, Change Management, Research
Education
University of Phoenix 2000 — 2003
Bachelors, Business Management
Citi (RMS) November 2014 - Present
Edward Jones September 2012 - November 2014
Fidelity Investments February 2012 - September 2012
Fidelity National Financial March 2008 - February 2012
Ginn Financial Services August 2005 - February 2008
Skills
Process Improvement, Contract Negotiation, Customer Service, Management, Financial Analysis, Microsoft Excel, Public Speaking, Project Management, Team Building, Budgets, Microsoft Office, Strategic Planning, PowerPoint, Microsoft Word, Negotiation, Sales Management, Budget, Change Management, Research
Education
University of Phoenix 2000 — 2003
Bachelors, Business Management
Cynthia Romagnolo, CFP ®'s Fidelity Investments Experience January 2015 - Present
Job VP, Wealth Management Adviser at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 1992 - January 2015
Skills
Mutual Funds, Asset Allocation, Wealth Management, Securities, Series 63, Alternative Investments, Series 7, Investments, Equities, Asset Management, Portfolio Management
Education
University of Pittsburgh 1987 — 1992
B.A., Economics
Fidelity Investments January 2015 - Present
Fidelity Investments December 1992 - January 2015
Skills
Mutual Funds, Asset Allocation, Wealth Management, Securities, Series 63, Alternative Investments, Series 7, Investments, Equities, Asset Management, Portfolio Management
Education
University of Pittsburgh 1987 — 1992
B.A., Economics
Elizabeth DeMay's Fidelity Investments Experience July 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Private Registered Investment Advisory Firm June 2011 - June 2012
J.P. Morgan January 2008 - May 2010
J.P. Morgan April 2007 - December 2007
Western & Southern Financial Group October 2000 - March 2007
Western & Southern Financial Group March 2000 - September 2000
Skills
Mutual Funds, Financial Reporting, Fund Accounting, GAAP, Financial Analysis
Education
University of Pittsburgh
Bachelor of Science, Business Administration
Fidelity Investments July 2012 - Present
Private Registered Investment Advisory Firm June 2011 - June 2012
J.P. Morgan January 2008 - May 2010
J.P. Morgan April 2007 - December 2007
Western & Southern Financial Group October 2000 - March 2007
Western & Southern Financial Group March 2000 - September 2000
Skills
Mutual Funds, Financial Reporting, Fund Accounting, GAAP, Financial Analysis
Education
University of Pittsburgh
Bachelor of Science, Business Administration
David Hock's Fidelity Investments Experience November 2007 - Present
Job Annuity Service at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
DocuMart of Portland March 2004 - November 2007
OfficeMax May 1999 - June 2003
Questar July 1979 - June 1998
Skills
Series 7, Series 63, Customer Service, Leadership, Microsoft Office, Time Management
Education
University of Phoenix 1987 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Utah
Pre-Business
Fidelity Investments November 2007 - Present
DocuMart of Portland March 2004 - November 2007
OfficeMax May 1999 - June 2003
Questar July 1979 - June 1998
Skills
Series 7, Series 63, Customer Service, Leadership, Microsoft Office, Time Management
Education
University of Phoenix 1987 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Utah
Pre-Business
David Ethington AAMS®'s Fidelity Investments Experience June 1996 - July 2006
Job Branch Operations Manager
Industry Financial Services
Experience
Charles Schwab March 2008 - Present
Goldman Sachs July 2006 - February 2008
Fidelity Investments June 1996 - July 2006
Education
University of Phoenix 2001 — 2004
BS/BA, Management, marketing, accounting
Charles Schwab March 2008 - Present
Goldman Sachs July 2006 - February 2008
Fidelity Investments June 1996 - July 2006
Education
University of Phoenix 2001 — 2004
BS/BA, Management, marketing, accounting
Nicholas Van Noort's Fidelity Investments Experience August 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
J.P. Morgan Chase Bank N.A. November 2014 - July 2015
MassMutual Financial Group November 2012 - September 2014
US Army/ National Guard August 2003 - November 2013
Education
University of Phoenix 2012 — 2015
Bachelor’s Degree, Business/Finance
Fidelity Investments August 2015 - Present
J.P. Morgan Chase Bank N.A. November 2014 - July 2015
MassMutual Financial Group November 2012 - September 2014
US Army/ National Guard August 2003 - November 2013
Education
University of Phoenix 2012 — 2015
Bachelor’s Degree, Business/Finance
Cindy Primas's Fidelity Investments Experience February 2013 - Present
Job Corporate Technology Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments January 2012 - February 2013
Mercedes Benz Financial Services 2006 - January 2012
Mercedes Benz Financial 2003 - 2006
Mercedes Benz Financial 1998 - 2003
Skills
Customer Satisfaction, Process Improvement, Team Leadership, Cross-functional Team..., Management, Leadership, Call Centers, Business Development, Finance, Account Management, Operations Management, Outsourcing
Education
University of Phoenix
Fidelity Investments February 2013 - Present
Fidelity Investments January 2012 - February 2013
Mercedes Benz Financial Services 2006 - January 2012
Mercedes Benz Financial 2003 - 2006
Mercedes Benz Financial 1998 - 2003
Skills
Customer Satisfaction, Process Improvement, Team Leadership, Cross-functional Team..., Management, Leadership, Call Centers, Business Development, Finance, Account Management, Operations Management, Outsourcing
Education
University of Phoenix
Virginia Northrup's Fidelity Investments Experience January 2008 - July 2011
Job Payroll Specialists at Nestle Usa
Industry Financial Services
Experience
Josephs Gourmet Pasta Company September 2012 - Present
HR Block December 1999 - Present
H&R Block January 1999 - Present
H&R Block January 1999 - Present
Fidelity Investments January 2008 - July 2011
Fidelity Investments April 2005 - July 2011
Fidelity Investments January 2008 - January 2011
Fidelity Investments January 2005 - January 2008
Ginny's Day Care January 1999 - January 2003
Ginny's Day Care January 1999 - January 2003
Skills
Microsoft Office, word, excel, Payroll, Accounting, Reconciliation, Funding, Balance, Tax, Small Business, Invoicing, Tax Preparation, Preparation, Quickbooks, Financial Planning, Financial Accounting, Customer Service, Expenses, Bookkeeping, Payroll Processing, Account Reconciliation, Microsoft Excel, Internal Audit
Education
University of Phoenix on Line 2004 — 2007
Accounting
University of Phoenix 2002 — 2005
BS, Accounting
University of Phoenix 2002 — 2005
BS, Accounting
Haverhill High School 1979 — 1983
Accounting
Josephs Gourmet Pasta Company September 2012 - Present
HR Block December 1999 - Present
H&R Block January 1999 - Present
H&R Block January 1999 - Present
Fidelity Investments January 2008 - July 2011
Fidelity Investments April 2005 - July 2011
Fidelity Investments January 2008 - January 2011
Fidelity Investments January 2005 - January 2008
Ginny's Day Care January 1999 - January 2003
Ginny's Day Care January 1999 - January 2003
Skills
Microsoft Office, word, excel, Payroll, Accounting, Reconciliation, Funding, Balance, Tax, Small Business, Invoicing, Tax Preparation, Preparation, Quickbooks, Financial Planning, Financial Accounting, Customer Service, Expenses, Bookkeeping, Payroll Processing, Account Reconciliation, Microsoft Excel, Internal Audit
Education
University of Phoenix on Line 2004 — 2007
Accounting
University of Phoenix 2002 — 2005
BS, Accounting
University of Phoenix 2002 — 2005
BS, Accounting
Haverhill High School 1979 — 1983
Accounting
Sherri Warren's Fidelity Investments Experience January 2007 - November 2007
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Humana Insurance 2008 - 2011
Fidelity Investments January 2007 - November 2007
Education
University of Phoenix 2011 — 2014
Assoc of Arts, Healthcare Management and Medical Records
CAPE High School 1990 — 1993
Humana Insurance 2008 - 2011
Fidelity Investments January 2007 - November 2007
Education
University of Phoenix 2011 — 2014
Assoc of Arts, Healthcare Management and Medical Records
CAPE High School 1990 — 1993
Davita Malone's Fidelity Investments Experience December 2012 - Present
Job Purchasing Specialist @ Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation, Human Resources, Invoicing, Accounting, Employee Relations, Accounts Payable, Payroll, Accounts Receivable, Teamwork, Bookkeeping, Spreadsheets, Financial Analysis, Administrative..., Employee Benefits, Data Entry, Analysis, Finance, Project Planning, Interviews, Sales, Hiring, Bank Reconciliation, Financial Statements, Fundraising, Journal Entries, Office Management, Accruals, Office Administration, QuickBooks, Inventory Management, Account Reconciliation, ADP Payroll, Benefits Administration, Purchasing, Time Management
Education
Western Governors University 2010 — 2013
Bachelor of Science (B.S.), Marketing/Marketing Management, General
University of Phoenix 2008 — 2009
Associate of Arts (A.A.), Foundations of Business
Fidelity Investments December 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation, Human Resources, Invoicing, Accounting, Employee Relations, Accounts Payable, Payroll, Accounts Receivable, Teamwork, Bookkeeping, Spreadsheets, Financial Analysis, Administrative..., Employee Benefits, Data Entry, Analysis, Finance, Project Planning, Interviews, Sales, Hiring, Bank Reconciliation, Financial Statements, Fundraising, Journal Entries, Office Management, Accruals, Office Administration, QuickBooks, Inventory Management, Account Reconciliation, ADP Payroll, Benefits Administration, Purchasing, Time Management
Education
Western Governors University 2010 — 2013
Bachelor of Science (B.S.), Marketing/Marketing Management, General
University of Phoenix 2008 — 2009
Associate of Arts (A.A.), Foundations of Business
Austin Stutz, CFP®'s Fidelity Investments Experience April 2014 - Present
Job Investment Solutions Consultant, Managed Accounts
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - April 2014
Vanguard November 2011 - October 2013
Vanguard November 2009 - November 2011
Vanguard March 2008 - November 2009
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Retirement, Investments, Strategic Financial..., Investment Advisory, Investment Strategies, Securities
Education
University of Phoenix 2002 — 2006
Bachelor of Science (B.S.), Business Management
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - April 2014
Vanguard November 2011 - October 2013
Vanguard November 2009 - November 2011
Vanguard March 2008 - November 2009
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Retirement, Investments, Strategic Financial..., Investment Advisory, Investment Strategies, Securities
Education
University of Phoenix 2002 — 2006
Bachelor of Science (B.S.), Business Management
Jenna Pereira's Fidelity Investments Experience May 2005 - Present
Job Senior Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2005 - Present
Fidelity Investments April 2004 - April 2005
Fidelity Investments October 2000 - April 2004
Fidelity Investments August 1999 - October 2000
Fidelity Investments September 1998 - April 1999
Education
University of Phoenix 2003 — 2005
Master's degree, Business Administration and Management, General
University of Vermont 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments May 2005 - Present
Fidelity Investments April 2004 - April 2005
Fidelity Investments October 2000 - April 2004
Fidelity Investments August 1999 - October 2000
Fidelity Investments September 1998 - April 1999
Education
University of Phoenix 2003 — 2005
Master's degree, Business Administration and Management, General
University of Vermont 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
David Eastwood's Fidelity Investments Experience October 2011 - November 2013
Job
Industry
Experience
Fidelity Investments October 2011 - November 2013
Fidelity Investments September 2010 - October 2011
Fidelity Investments February 2008 - September 2010
Fidelity Investments June 2007 - February 2008
Fidelity Investments March 2006 - June 2007
Fidelity Investments September 2001 - February 2006
Fidelity Investments June 1996 - September 2001
UPS October 1990 - September 1996
Skills
Sales, Marketing, Employee Training, Project Management, Account Management, Sales Presentations, Leadership Development, Business Relationship..., Relationship Marketing, Interpersonal..., Pipeline Development, Call Centers, Direct Sales, Asset Allocation, Enterprise Account..., Risk Analysis, Highly detail oriented, SPIN Selling, Competitive Analysis, Solution Selling, Problem Solving, Wholesale Operations, Customer Retention, Complex Sales, Compliance, Product Development, Lead Generation, Presentation Coaching, Communication, Revenue Recognition, Customer Satisfaction, Subject Matter Experts, Closing Business, Outbound Marketing, Strategic Financial..., Rep Development, Project Coordination, Teamwork, Positive Energy, Demand Generation, Sales Management, Partner Management, Operations Management, Deal Closure, Goal-oriented..., Executive Management
Education
University of Phoenix-Utah Campus
Master of Business Administration (M.B.A.), Process Improvement
Westminster College
Bachelor of Science (B.S.), Marketing and Finance
Fidelity Investments October 2011 - November 2013
Fidelity Investments September 2010 - October 2011
Fidelity Investments February 2008 - September 2010
Fidelity Investments June 2007 - February 2008
Fidelity Investments March 2006 - June 2007
Fidelity Investments September 2001 - February 2006
Fidelity Investments June 1996 - September 2001
UPS October 1990 - September 1996
Skills
Sales, Marketing, Employee Training, Project Management, Account Management, Sales Presentations, Leadership Development, Business Relationship..., Relationship Marketing, Interpersonal..., Pipeline Development, Call Centers, Direct Sales, Asset Allocation, Enterprise Account..., Risk Analysis, Highly detail oriented, SPIN Selling, Competitive Analysis, Solution Selling, Problem Solving, Wholesale Operations, Customer Retention, Complex Sales, Compliance, Product Development, Lead Generation, Presentation Coaching, Communication, Revenue Recognition, Customer Satisfaction, Subject Matter Experts, Closing Business, Outbound Marketing, Strategic Financial..., Rep Development, Project Coordination, Teamwork, Positive Energy, Demand Generation, Sales Management, Partner Management, Operations Management, Deal Closure, Goal-oriented..., Executive Management
Education
University of Phoenix-Utah Campus
Master of Business Administration (M.B.A.), Process Improvement
Westminster College
Bachelor of Science (B.S.), Marketing and Finance
Salazar Erika's Fidelity Investments Experience
Job Financial Associate I Defined Benefit at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Investments, Risk Management, Retirement, Financial Services, Financial Planning, Finance, Employee Benefits, Portfolio Management, Mutual Funds, Retirement Planning, Financial Advisory, Insurance, Relationship Management, Wealth Management, Asset Management
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Accounting and Business/Management
Fidelity Investments
Skills
Investments, Risk Management, Retirement, Financial Services, Financial Planning, Finance, Employee Benefits, Portfolio Management, Mutual Funds, Retirement Planning, Financial Advisory, Insurance, Relationship Management, Wealth Management, Asset Management
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Accounting and Business/Management
Carla Sachs's Fidelity Investments Experience
Job NQ Plan Services Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Customer Service, Microsoft Office, Microsoft Excel, Project Management, Leadership, Business Analysis, Financial Analysis, Risk Management, Strategic Planning, Process Improvement
Education
University of Phoenix 2009 — 2011
Bachelor of Business Administration (BBA)
Fidelity Investments
Skills
Customer Service, Microsoft Office, Microsoft Excel, Project Management, Leadership, Business Analysis, Financial Analysis, Risk Management, Strategic Planning, Process Improvement
Education
University of Phoenix 2009 — 2011
Bachelor of Business Administration (BBA)
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank