Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Julie Whitlock (formerly Yu) Julie Whitlock (formerly Yu)'s Fidelity Investments Experience 2006 - December 2008
Job Global Benefits, Wellness, & Mobility Professional
Industry Human Resources
Experience
Qlik January 2015 - Present
Lenovo February 2009 - December 2014
Fidelity Investments 2006 - December 2008
Lord Corporation 2006 - 2006
Fidelity Investments 2005 - 2006
Fidelity Investments 2002 - 2004
International Business Machines 2001 - 2002
International Business Machines 1999 - 1999
Ramada Plaza Hotel, Columbia, SC 1998 - 1998
Skills
Requirements Analysis, Documentation, Benefits, Administration, Employee Benefits, System Administration, Software Documentation, Vendor Management, Program Management, Leadership, Human Resources, Training, Policy, Management, Coaching, Business Analysis, Benefits Administration, Employee Wellness
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
Masters Degree, Human Resources
University of South Carolina-Columbia 1993 — 1997
Bachelor of Science, Hotel, Restaurant and Tourism Administration
Qlik January 2015 - Present
Lenovo February 2009 - December 2014
Fidelity Investments 2006 - December 2008
Lord Corporation 2006 - 2006
Fidelity Investments 2005 - 2006
Fidelity Investments 2002 - 2004
International Business Machines 2001 - 2002
International Business Machines 1999 - 1999
Ramada Plaza Hotel, Columbia, SC 1998 - 1998
Skills
Requirements Analysis, Documentation, Benefits, Administration, Employee Benefits, System Administration, Software Documentation, Vendor Management, Program Management, Leadership, Human Resources, Training, Policy, Management, Coaching, Business Analysis, Benefits Administration, Employee Wellness
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
Masters Degree, Human Resources
University of South Carolina-Columbia 1993 — 1997
Bachelor of Science, Hotel, Restaurant and Tourism Administration
Natasha Gupta Natasha Gupta's Fidelity Investments Experience May 2011 - August 2011
Job Analyst at American Express
Industry Financial Services
Experience
American Express August 2014 - Present
American Express June 2013 - August 2013
Deutsche Bank June 2012 - August 2012
Eclaro International December 2011 - January 2012
Fidelity Investments May 2011 - August 2011
Skills
Social Media, PowerPoint, Research, Microsoft Excel, Social Networking, Microsoft Word, Team Leadership, Microsoft Office, Public Speaking, Leadership, Fundraising, Marketing, Editing, Teamwork, Strategy, Market Research, Outlook, SharePoint, Business Analysis, Analysis, Social Media Marketing, Marketing Strategy, Business Strategy, Competitive Analysis, Facebook
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Economics Concentration
Saint Louis University in Madrid 2013 — 2013
Economics & Marketing
The Masters School 2006 — 2010
Highschool Degree
American Express August 2014 - Present
American Express June 2013 - August 2013
Deutsche Bank June 2012 - August 2012
Eclaro International December 2011 - January 2012
Fidelity Investments May 2011 - August 2011
Skills
Social Media, PowerPoint, Research, Microsoft Excel, Social Networking, Microsoft Word, Team Leadership, Microsoft Office, Public Speaking, Leadership, Fundraising, Marketing, Editing, Teamwork, Strategy, Market Research, Outlook, SharePoint, Business Analysis, Analysis, Social Media Marketing, Marketing Strategy, Business Strategy, Competitive Analysis, Facebook
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Economics Concentration
Saint Louis University in Madrid 2013 — 2013
Economics & Marketing
The Masters School 2006 — 2010
Highschool Degree
Kristin Josephs Kristin Josephs's Fidelity Investments Experience April 2012 - July 2014
Job Internal Account Executive at SEI
Industry Financial Services
Experience
Fidelity Investments April 2012 - July 2014
Fidelity Investments August 2010 - April 2012
US Census Bureau April 2010 - August 2010
J.Crew October 2009 - July 2010
University of Scranton August 2005 - May 2009
Westgate Resorts May 2008 - August 2008
Parkside Resort May 2006 - August 2006
Education
University of Scranton 2005 — 2009
BS, Marketing
Fidelity Investments April 2012 - July 2014
Fidelity Investments August 2010 - April 2012
US Census Bureau April 2010 - August 2010
J.Crew October 2009 - July 2010
University of Scranton August 2005 - May 2009
Westgate Resorts May 2008 - August 2008
Parkside Resort May 2006 - August 2006
Education
University of Scranton 2005 — 2009
BS, Marketing
Justin Mallet Justin Mallet's Fidelity Investments Experience 2010 - 2011
Job Sales Leadership | Operations Management | Business Development | Negotiation & Closing | Strategic Planning | B2B & B2C
Industry Commercial Real Estate
Experience
Regus 2012 - Present
Fidelity Investments 2010 - 2011
Interbay Funding 2007 - 2008
Hilltop Lending Corporation. 2002 - 2007
TechPlanet 2000 - 2002
Skills
Leadership, Management, Business Development, Marketing, Strategy, Team Building, Sales, Team Leadership, Competitive Analysis, Customer Service, Business Strategy, Analysis, Sales Operations, Strategic Planning, Finance, Market Research, Mortgage Lending, Commercial Mortgages, Sales Leadership, Operations Management, Account Management, Client Retention, Market Expansion, Sales Enablement, Marketing Plans, Lead Generation, Lead Conversion, Prospecting, B2B, B2C, Performance Metrics, Relationship Development, Program Management, Contract Negotiation, Microsoft Office, PeopleSoft, Salesforce.com, Territory Management, P&L Management, Budgets, Cost Control, Policies & Procedures, Risk Mitigation, Coaching & Mentoring, C-Level Communications, C Level Selling, Training, Seminars, Presentations, Cross-functional Team...
Education
University of San Francisco 2009 — 2011
Bachelor of Science, Business Economics, 3.65
Regus 2012 - Present
Fidelity Investments 2010 - 2011
Interbay Funding 2007 - 2008
Hilltop Lending Corporation. 2002 - 2007
TechPlanet 2000 - 2002
Skills
Leadership, Management, Business Development, Marketing, Strategy, Team Building, Sales, Team Leadership, Competitive Analysis, Customer Service, Business Strategy, Analysis, Sales Operations, Strategic Planning, Finance, Market Research, Mortgage Lending, Commercial Mortgages, Sales Leadership, Operations Management, Account Management, Client Retention, Market Expansion, Sales Enablement, Marketing Plans, Lead Generation, Lead Conversion, Prospecting, B2B, B2C, Performance Metrics, Relationship Development, Program Management, Contract Negotiation, Microsoft Office, PeopleSoft, Salesforce.com, Territory Management, P&L Management, Budgets, Cost Control, Policies & Procedures, Risk Mitigation, Coaching & Mentoring, C-Level Communications, C Level Selling, Training, Seminars, Presentations, Cross-functional Team...
Education
University of San Francisco 2009 — 2011
Bachelor of Science, Business Economics, 3.65
Ron Hornsby Ron Hornsby's Fidelity Investments Experience June 2007 - Present
Job Senior Call Delivery Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2007 - Present
AT&T November 1977 - June 2005
Skills
Call Delivery, Avaya CMS, AT&T Route It, Cisco ICM, Call Center Support, Avaya Vectoring
Education
University of South Carolina-Columbia 1974 — 1977
Business Administration and Management, General
Columbia High School 1971 — 1974
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fidelity Investments June 2007 - Present
AT&T November 1977 - June 2005
Skills
Call Delivery, Avaya CMS, AT&T Route It, Cisco ICM, Call Center Support, Avaya Vectoring
Education
University of South Carolina-Columbia 1974 — 1977
Business Administration and Management, General
Columbia High School 1971 — 1974
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Christine Wilkerson Christine Wilkerson's Fidelity Investments Experience 1993 - 2000
Job Owner of Folly Beach Fun
Industry Real Estate
Experience
Self Employed Property Manager January 2009 - Present
The Folly Current September 2011 - March 2012
Charles Foster Co. September 2005 - November 2008
Fidelity Investments 1993 - 2000
Skills
Public Speaking, Fundraising, Community Outreach, Political Campaigns, Public Relations, Advertising, Nonprofits, Management, Marketing, Leadership, Research, Editing, Volunteer Management, Social Media, Customer Service, Event Planning, Strategic Planning, Training
Education
University of South Carolina-Columbia
Self Employed Property Manager January 2009 - Present
The Folly Current September 2011 - March 2012
Charles Foster Co. September 2005 - November 2008
Fidelity Investments 1993 - 2000
Skills
Public Speaking, Fundraising, Community Outreach, Political Campaigns, Public Relations, Advertising, Nonprofits, Management, Marketing, Leadership, Research, Editing, Volunteer Management, Social Media, Customer Service, Event Planning, Strategic Planning, Training
Education
University of South Carolina-Columbia
Alex Scherzer Alex Scherzer's Fidelity Investments Experience July 2014 - Present
Job Fund Accounting Analyst, Level II CFA Candidate
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
Fidelity Investments June 2012 - August 2012
YMCA of Greater Boston June 2011 - August 2011
Wilson Farms September 2009 - April 2010
Skills
Adobe Creative Suite, Microsoft Office, Stata, HTML, Java, Microsoft Word, Microsoft Excel, Financial Analysis, Investments, Econometrics, Accounting, PowerPoint, Economics, Data Analysis, Research, Finance, Teamwork, Analysis, Financial Modeling, Mutual Funds, Photoshop, Financial Services, Bloomberg
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Major in Financial Economics with minors in Computer Science and Business
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
Fidelity Investments June 2012 - August 2012
YMCA of Greater Boston June 2011 - August 2011
Wilson Farms September 2009 - April 2010
Skills
Adobe Creative Suite, Microsoft Office, Stata, HTML, Java, Microsoft Word, Microsoft Excel, Financial Analysis, Investments, Econometrics, Accounting, PowerPoint, Economics, Data Analysis, Research, Finance, Teamwork, Analysis, Financial Modeling, Mutual Funds, Photoshop, Financial Services, Bloomberg
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Major in Financial Economics with minors in Computer Science and Business
Scott Beaton Scott Beaton's Fidelity Investments Experience 2010 - 2013
Job Senior Engagement Manager at ServiceNow The Enterprise IT Cloud Company
Industry Management Consulting
Experience
ServiceNow - The Enterprise IT Cloud Company November 2014 - Present
Magic Hat Consulting July 2014 - October 2014
Fidelity Investments 2010 - 2013
Fidelity Investments 1996 - 2010
Accenture 1990 - 1996
Skills
SDLC, Program Management, IT Strategy, Process Improvement, Vendor Management, Change Management, PMP, IT Service Management, Business Analysis, Business Process..., Six Sigma, Business Intelligence, Workflow Management, Project Portfolio..., Six Thinking Hats, Process Efficiency, ISO 20000, Management, Leadership, Project Management, Quality Assurance, Agile Methodologies, Governance, Requirements Gathering, Enterprise Architecture
Education
Virginia Commonwealth University - School of Business 1987 — 1989
Masters of Business Administration, Investments and Securities
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science, Marketing/Marketing Management, General
ServiceNow - The Enterprise IT Cloud Company November 2014 - Present
Magic Hat Consulting July 2014 - October 2014
Fidelity Investments 2010 - 2013
Fidelity Investments 1996 - 2010
Accenture 1990 - 1996
Skills
SDLC, Program Management, IT Strategy, Process Improvement, Vendor Management, Change Management, PMP, IT Service Management, Business Analysis, Business Process..., Six Sigma, Business Intelligence, Workflow Management, Project Portfolio..., Six Thinking Hats, Process Efficiency, ISO 20000, Management, Leadership, Project Management, Quality Assurance, Agile Methodologies, Governance, Requirements Gathering, Enterprise Architecture
Education
Virginia Commonwealth University - School of Business 1987 — 1989
Masters of Business Administration, Investments and Securities
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science, Marketing/Marketing Management, General
Thomas Manly Thomas Manly's Fidelity Investments Experience July 2014 - Present
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2014 - Present
1-800-GOT-JUNK? April 2011 - August 2013
Kelly Orthopaedic Sales June 2010 - August 2010
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Economics, Minor Business Administration
Myers Park HS 2005 — 2009
Diploma, Business and Marketing
Fidelity Investments July 2014 - Present
1-800-GOT-JUNK? April 2011 - August 2013
Kelly Orthopaedic Sales June 2010 - August 2010
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Economics, Minor Business Administration
Myers Park HS 2005 — 2009
Diploma, Business and Marketing
Carrie Donahue Carrie Donahue's Fidelity Investments Experience January 1990 - March 1993
Job Teacher School District of Hillsborough County
Industry Education Management
Experience
School District of Hillsborough County August 2014 - Present
Celebrating Home September 2012 - Present
School District of Hillsborough County October 2013 - August 2014
Shenendehowa Central School District January 2002 - September 2013
Town of Halfmoon September 2010 - August 2013
Athletic Republic 2009 - March 2011
STS Transcription Services 2005 - 2007
Fidelity Investments January 1990 - March 1993
Fidelity Investments 1984 - 1990
Fidelity Investments 1982 - 1984
Skills
Microsoft Office, Microsoft Excel, Project Management, PowerPoint, Public Speaking, Leadership Development, Teaching, Administrative..., Customer Service, Sales, Marketing Strategy, Social Media, Typing, Transcribing, Outlook, Access, Microsoft Word, Office Administration, Network Administration, Database Administration, Medical Transcription, Research
Education
University of Rochester 1977 — 1981
Bachelor of Arts, Psychology
Boston University and Northeastern University 1983 — 1992
Finance and Computer Programming
Gaitlin Education via Hudson Valley Community College 2004 — 2004
Certificate, Medical Transcription/Transcriptionist
School District of Hillsborough County August 2014 - Present
Celebrating Home September 2012 - Present
School District of Hillsborough County October 2013 - August 2014
Shenendehowa Central School District January 2002 - September 2013
Town of Halfmoon September 2010 - August 2013
Athletic Republic 2009 - March 2011
STS Transcription Services 2005 - 2007
Fidelity Investments January 1990 - March 1993
Fidelity Investments 1984 - 1990
Fidelity Investments 1982 - 1984
Skills
Microsoft Office, Microsoft Excel, Project Management, PowerPoint, Public Speaking, Leadership Development, Teaching, Administrative..., Customer Service, Sales, Marketing Strategy, Social Media, Typing, Transcribing, Outlook, Access, Microsoft Word, Office Administration, Network Administration, Database Administration, Medical Transcription, Research
Education
University of Rochester 1977 — 1981
Bachelor of Arts, Psychology
Boston University and Northeastern University 1983 — 1992
Finance and Computer Programming
Gaitlin Education via Hudson Valley Community College 2004 — 2004
Certificate, Medical Transcription/Transcriptionist
Rick Sielski Rick Sielski's Fidelity Investments Experience 2005 - 2007
Job Chief Operating Officer/ Member Services at Vancity
Industry Financial Services
Experience
Vancity 2012 - Present
Vancity 2007 - 2012
Fidelity Investments 2005 - 2007
TD 2000 - 2005
Skills
Strategy, Loans, Securities, Mutual Funds, Business Development, Relationship Management, Business Planning, Team Building, Budgets, Call Centers, Credit, Risk Management, Mergers & Acquisitions, Executive Management, Banking, Business Strategy, Financial Services, Mortgage Lending, Business Analysis, Retail Banking, Investments, Leadership, Financial Modeling, Commercial Lending, Sales Management, Marketing Strategy, Marketing, Program Management
Education
Insitute of Corporate directors ( ICD ) 2014 — 2014
Directors Education Program
University of Saskatchewan 1977 — 1981
Bachelor of Commerce (B.Com.), Finance/Marketing
Vancity 2012 - Present
Vancity 2007 - 2012
Fidelity Investments 2005 - 2007
TD 2000 - 2005
Skills
Strategy, Loans, Securities, Mutual Funds, Business Development, Relationship Management, Business Planning, Team Building, Budgets, Call Centers, Credit, Risk Management, Mergers & Acquisitions, Executive Management, Banking, Business Strategy, Financial Services, Mortgage Lending, Business Analysis, Retail Banking, Investments, Leadership, Financial Modeling, Commercial Lending, Sales Management, Marketing Strategy, Marketing, Program Management
Education
Insitute of Corporate directors ( ICD ) 2014 — 2014
Directors Education Program
University of Saskatchewan 1977 — 1981
Bachelor of Commerce (B.Com.), Finance/Marketing
Gregory Rountree Gregory Rountree's Fidelity Investments Experience June 2008 - February 2009
Job Program Manager BitTitan
Industry Computer Software
Experience
BitTitan May 2015 - Present
Fujitsu Technology Solutions December 2014 - May 2015
Aetna March 2013 - December 2014
Globanet October 2012 - March 2013
Globanet September 2011 - October 2012
Aetna March 2009 - September 2011
Fidelity Investments June 2008 - February 2009
Symantec May 2006 - January 2008
Connextions / Connextions Health February 2006 - April 2006
Seminole County Government March 2005 - February 2006
Skills
Enterprise Vault, Microsoft Exchange, SharePoint, Microsoft SQL Server, Active Directory, Troubleshooting, Citrix, Blackberry Enterprise..., Data Migration, Email Archiving, Software Installation, Netbackup, Backup Exec, Disaster Recovery, VMware, Virtualization, Storage, Windows Server, NetApp, Security, VPN, Network Security, Software Documentation, Servers, Group Policy, Cisco Technologies
Education
University of South Florida
Bachelor of Science, Psychology
BitTitan May 2015 - Present
Fujitsu Technology Solutions December 2014 - May 2015
Aetna March 2013 - December 2014
Globanet October 2012 - March 2013
Globanet September 2011 - October 2012
Aetna March 2009 - September 2011
Fidelity Investments June 2008 - February 2009
Symantec May 2006 - January 2008
Connextions / Connextions Health February 2006 - April 2006
Seminole County Government March 2005 - February 2006
Skills
Enterprise Vault, Microsoft Exchange, SharePoint, Microsoft SQL Server, Active Directory, Troubleshooting, Citrix, Blackberry Enterprise..., Data Migration, Email Archiving, Software Installation, Netbackup, Backup Exec, Disaster Recovery, VMware, Virtualization, Storage, Windows Server, NetApp, Security, VPN, Network Security, Software Documentation, Servers, Group Policy, Cisco Technologies
Education
University of South Florida
Bachelor of Science, Psychology
Zachary Reece Zachary Reece's Fidelity Investments Experience July 2015 - Present
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Consilium Staffing, LLC December 2014 - May 2015
ReachLocal July 2013 - December 2014
Demandforce, Inc. (An Intuit Company) November 2012 - June 2013
LAWRENCE & ASSOCIATES February 2012 - October 2012
FIVE STAR PROMOTIONS April 2011 - September 2011
CALIFORNIA CLOSETS February 2010 - November 2010
VECTOR MARKETING February 2009 - November 2009
Skills
Team Leadership, Team Building, Teamwork, Team Management, Social Media Marketing, Social Networking, Social Skills, Social Marketing, Sales Management, Sales Operations, Direct Marketing, Direct Sales, Sales Process, Sales Presentations, Problem Solving, Telecommunications, Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Market Analysis, Marketing Research, Online Research, Recruiting, Internet Recruiting, Recruitment Training, Microsoft Office, Leadership, Negotiation, Contract Negotiation, Consulting, Strategic Planning, Business Planning, Project Planning, Account Management, Account Reconciliation, Managing Accounts, Accountability, Financial Analysis, Financial Reporting, Business Strategy, Business Analysis, Business Process..., Digital Strategy, Digital Marketing, Internet Strategy, Hiring Practices, Sales Hiring, Strategic Hiring
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing /Marketing Management, Entrepreneurship, 3.75
Fidelity Investments July 2015 - Present
Consilium Staffing, LLC December 2014 - May 2015
ReachLocal July 2013 - December 2014
Demandforce, Inc. (An Intuit Company) November 2012 - June 2013
LAWRENCE & ASSOCIATES February 2012 - October 2012
FIVE STAR PROMOTIONS April 2011 - September 2011
CALIFORNIA CLOSETS February 2010 - November 2010
VECTOR MARKETING February 2009 - November 2009
Skills
Team Leadership, Team Building, Teamwork, Team Management, Social Media Marketing, Social Networking, Social Skills, Social Marketing, Sales Management, Sales Operations, Direct Marketing, Direct Sales, Sales Process, Sales Presentations, Problem Solving, Telecommunications, Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Market Analysis, Marketing Research, Online Research, Recruiting, Internet Recruiting, Recruitment Training, Microsoft Office, Leadership, Negotiation, Contract Negotiation, Consulting, Strategic Planning, Business Planning, Project Planning, Account Management, Account Reconciliation, Managing Accounts, Accountability, Financial Analysis, Financial Reporting, Business Strategy, Business Analysis, Business Process..., Digital Strategy, Digital Marketing, Internet Strategy, Hiring Practices, Sales Hiring, Strategic Hiring
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing /Marketing Management, Entrepreneurship, 3.75
Robert N. Simoldoni Robert N. Simoldoni's Fidelity Investments Experience 2013 - May 2014
Job Compliance Analyst at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group May 2014 - Present
Fidelity Investments 2013 - May 2014
Fidelity Investments February 2012 - September 2013
The GMS Group June 2011 - February 2012
Skills
Series 7, Series 66, Bonds, Securities, Fixed Income, Excel, Structured Products, Mutual Funds, Portfolio Management, Customer Service, Sales, Sales Operations
Education
University of Scranton 2007 — 2011
B.A.
ACA Compliance Group May 2014 - Present
Fidelity Investments 2013 - May 2014
Fidelity Investments February 2012 - September 2013
The GMS Group June 2011 - February 2012
Skills
Series 7, Series 66, Bonds, Securities, Fixed Income, Excel, Structured Products, Mutual Funds, Portfolio Management, Customer Service, Sales, Sales Operations
Education
University of Scranton 2007 — 2011
B.A.
Susan Melia Susan Melia's Fidelity Investments Experience 2011 - 2012
Job Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC 2013 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2005
Mercer 2005 - 2005
Putnam Investments 2002 - 2005
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1994 - 1997
Skills
Mutual Funds, Retirement, Investments, Series 63, 401k, Financial Services, CRM, Management, Series 7, Retirement Planning, Relationship Management
Education
University of San Diego
Bachelor of Arts, Communications & Business
BridgePoint Group, LLC 2013 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2005
Mercer 2005 - 2005
Putnam Investments 2002 - 2005
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1994 - 1997
Skills
Mutual Funds, Retirement, Investments, Series 63, 401k, Financial Services, CRM, Management, Series 7, Retirement Planning, Relationship Management
Education
University of San Diego
Bachelor of Arts, Communications & Business
Grant Bryant Grant Bryant's Fidelity Investments Experience October 2008 - September 2012
Job Onshore Test Team Coordinator at SLK Global
Industry Information Technology and Services
Experience
SLK Global June 2015 - Present
SLK Global September 2012 - June 2015
Fidelity Investments October 2008 - September 2012
Fidelity Investments May 2004 - October 2008
Fidelity Investments March 1996 - May 2004
Skills
Customer Service, Quality Assurance, Training, Relationship Management, Process Improvement, 401k, Financial Services, Mutual Funds, Call Centers, Securities, Back Office, Operations Management, PowerPoint, Business Analysis, Team Leadership, Call Center, Technical Writing, Research, Lead A Team, Superior Client Service, Manage Client..., Quality Center, Waterfall, Manual Test Execution, SDLC, CRM, HP Quality Center, Management, Vendor Management
Education
University of South Florida 1993 — 1995
Bachelor's, Marketing
Hillsborough Community College 1990 — 1993
Associate's Degree, Business Administration
SLK Global June 2015 - Present
SLK Global September 2012 - June 2015
Fidelity Investments October 2008 - September 2012
Fidelity Investments May 2004 - October 2008
Fidelity Investments March 1996 - May 2004
Skills
Customer Service, Quality Assurance, Training, Relationship Management, Process Improvement, 401k, Financial Services, Mutual Funds, Call Centers, Securities, Back Office, Operations Management, PowerPoint, Business Analysis, Team Leadership, Call Center, Technical Writing, Research, Lead A Team, Superior Client Service, Manage Client..., Quality Center, Waterfall, Manual Test Execution, SDLC, CRM, HP Quality Center, Management, Vendor Management
Education
University of South Florida 1993 — 1995
Bachelor's, Marketing
Hillsborough Community College 1990 — 1993
Associate's Degree, Business Administration
John T. Lee John T. Lee's Fidelity Investments Experience 2004 - Present
Job Director, Product Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2004 - Present
Fidelity Investments November 1999 - 2004
Symmetrix / Nextera 1994 - 1999
Xerox 1990 - 1994
Lockheed Martin 1987 - 1988
Skills
Management Consulting, Product Management, Cross-functional Team..., Product Development, Business Analysis, Mutual Funds, Competitive Analysis, Financial Services, Process Improvement, Analytics, Program Management, Portfolio Management, Requirements Analysis, Project Management, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1988 — 1990
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Rochester 1983 — 1987
Bachelor of Engineering (B.E.), Mechanical Engineering
Fidelity Investments 2004 - Present
Fidelity Investments November 1999 - 2004
Symmetrix / Nextera 1994 - 1999
Xerox 1990 - 1994
Lockheed Martin 1987 - 1988
Skills
Management Consulting, Product Management, Cross-functional Team..., Product Development, Business Analysis, Mutual Funds, Competitive Analysis, Financial Services, Process Improvement, Analytics, Program Management, Portfolio Management, Requirements Analysis, Project Management, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1988 — 1990
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Rochester 1983 — 1987
Bachelor of Engineering (B.E.), Mechanical Engineering
Sabrina Yuquan Chen Sabrina Yuquan Chen's Fidelity Investments Experience October 1997 - January 1998
Job SQL | Oracle DBA | Web Design | Affiliate Marketing | Mandarin Bilingual
Industry Information Technology and Services
Experience
Database Administrator Seeking Opportunities to Advance My IT Career March 2015 - Present
Self-Employed June 2001 - Present
Hstar Technologies March 2014 - September 2014
Hstar Technologies July 2011 - September 2011
Harvard University August 1999 - May 2001
MFS Investment Management February 1998 - August 1999
Fidelity Investments October 1997 - January 1998
Work Family Directions July 1996 - May 1997
Scudder, Stevens & Clark July 1996 - May 1997
Skills
Database Administration, Databases, SQL Server Management..., SQL Server Data..., Oracle, Unix, Microsoft SQL Server, SQL, MySQL, SSIS, Stored Procedures, Problem Solving, Microsoft Office, SharePoint Designer, SharePoint, Sybase, Corporate Website..., Linux, SQL Server, Website Administration, PowerPoint, Microsoft Excel, Microsoft Word, Financial Planning, Process Improvement, Technical Support, Technical Documentation, Bilingual Communications, Affiliate Marketing, SEO, Joomla, CSS, Web Development, Google Docs, Google Adwords, Unix Administration, HTML, Access, Perl, Web Design, Google Analytics, MovableType, FrontPage, FTP, Shell Scripting, Organizational..., Time Management, Office Administration, Sybase Adaptive Server, Sony Vegas
Education
University of Science and Technology of China
Bachelor's Degree, Applied Chemistry
Boston University Metropolitan College
UNIX Admin Certification, UNIX Administrator
Database Administrator Seeking Opportunities to Advance My IT Career March 2015 - Present
Self-Employed June 2001 - Present
Hstar Technologies March 2014 - September 2014
Hstar Technologies July 2011 - September 2011
Harvard University August 1999 - May 2001
MFS Investment Management February 1998 - August 1999
Fidelity Investments October 1997 - January 1998
Work Family Directions July 1996 - May 1997
Scudder, Stevens & Clark July 1996 - May 1997
Skills
Database Administration, Databases, SQL Server Management..., SQL Server Data..., Oracle, Unix, Microsoft SQL Server, SQL, MySQL, SSIS, Stored Procedures, Problem Solving, Microsoft Office, SharePoint Designer, SharePoint, Sybase, Corporate Website..., Linux, SQL Server, Website Administration, PowerPoint, Microsoft Excel, Microsoft Word, Financial Planning, Process Improvement, Technical Support, Technical Documentation, Bilingual Communications, Affiliate Marketing, SEO, Joomla, CSS, Web Development, Google Docs, Google Adwords, Unix Administration, HTML, Access, Perl, Web Design, Google Analytics, MovableType, FrontPage, FTP, Shell Scripting, Organizational..., Time Management, Office Administration, Sybase Adaptive Server, Sony Vegas
Education
University of Science and Technology of China
Bachelor's Degree, Applied Chemistry
Boston University Metropolitan College
UNIX Admin Certification, UNIX Administrator
Eric Blum Eric Blum's Fidelity Investments Experience March 2002 - November 2008
Job Digital Marketing Analyst, Global Digital Marketing at Boston Scientific
Industry Marketing and Advertising
Experience
Boston Scientific April 2013 - Present
PerkinElmer September 2009 - March 2013
Fidelity Investments March 2002 - November 2008
Fidelity Investments March 1998 - February 2002
Fidelity Investments May 1996 - February 1998
Modem Media February 1995 - May 1996
Modem Media March 1994 - February 1995
RCM Cabot April 1992 - March 1994
LM Rector Corp February 1990 - April 1992
Skills
Direct Marketing, User Experience, Integrated Marketing, Marketing Communications, Start-ups, E-commerce, Enterprise Software, User Interface Design, Content Management, Web Design, Program Management, Product Marketing, Web Analytics, Biotechnology, eMarketing Strategy, Interactive Marketing, Advertising, Marketing Strategy
Education
University of South Florida 1987 — 1991
BA, Mass Communication / Advertising - Minor Concentration in Studio Art
Boston Scientific April 2013 - Present
PerkinElmer September 2009 - March 2013
Fidelity Investments March 2002 - November 2008
Fidelity Investments March 1998 - February 2002
Fidelity Investments May 1996 - February 1998
Modem Media February 1995 - May 1996
Modem Media March 1994 - February 1995
RCM Cabot April 1992 - March 1994
LM Rector Corp February 1990 - April 1992
Skills
Direct Marketing, User Experience, Integrated Marketing, Marketing Communications, Start-ups, E-commerce, Enterprise Software, User Interface Design, Content Management, Web Design, Program Management, Product Marketing, Web Analytics, Biotechnology, eMarketing Strategy, Interactive Marketing, Advertising, Marketing Strategy
Education
University of South Florida 1987 — 1991
BA, Mass Communication / Advertising - Minor Concentration in Studio Art
Aditya Arrabally Aditya Arrabally's Fidelity Investments Experience August 2009 - September 2012
Job Java Tech Lead at New York State Division of Criminal Justice Services
Industry Financial Services
Experience
New York State Division of Criminal Justice Services September 2012 - Present
MindWorld LLC July 2011 - Present
Fidelity Investments August 2009 - September 2012
Anthony Information Technology Inc December 2008 - July 2011
Bank of America September 2008 - July 2009
American Solutions Inc. February 2007 - December 2008
CSC February 2007 - April 2008
Skills
JSP, Spring, Java, Websphere, JMS, Java Enterprise Edition, JUnit, Oracle, Ant, Maven, Struts, Tomcat, Hibernate, JDBC, SOA, Test Driven Development, XML
Education
Jawaharlal Nehru Technological University
Bachelor's degree, Electrical, Electronics and Communications Engineering
University of South Alabama
Master's degree, Electrical and Electronics Engineering
New York State Division of Criminal Justice Services September 2012 - Present
MindWorld LLC July 2011 - Present
Fidelity Investments August 2009 - September 2012
Anthony Information Technology Inc December 2008 - July 2011
Bank of America September 2008 - July 2009
American Solutions Inc. February 2007 - December 2008
CSC February 2007 - April 2008
Skills
JSP, Spring, Java, Websphere, JMS, Java Enterprise Edition, JUnit, Oracle, Ant, Maven, Struts, Tomcat, Hibernate, JDBC, SOA, Test Driven Development, XML
Education
Jawaharlal Nehru Technological University
Bachelor's degree, Electrical, Electronics and Communications Engineering
University of South Alabama
Master's degree, Electrical and Electronics Engineering
Joseph Grab Joseph Grab's Fidelity Investments Experience December 2014 - Present
Job Managing Director
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Voya Financial April 2014 - December 2014
ING U.S. April 2014 - April 2014
ING US July 2008 - March 2014
ING US January 2001 - July 2008
CitiStreet 2001 - 2008
Skills
Retirement Plan..., Wealth Management, ERISA, Defined Benefit, Securities, Asset Allocation, Series 63, Strategic Communications, Investments, Financial Services, Relationship Management, Employee Benefits, Sales, Pensions, Mutual Funds, Retirement Planning, Series 6, 401k, Defined Contribution
Education
University of Rochester 1997 — 2000
Bachelors, Economics, Math, Religion
Aquinas
Fidelity Investments December 2014 - Present
Voya Financial April 2014 - December 2014
ING U.S. April 2014 - April 2014
ING US July 2008 - March 2014
ING US January 2001 - July 2008
CitiStreet 2001 - 2008
Skills
Retirement Plan..., Wealth Management, ERISA, Defined Benefit, Securities, Asset Allocation, Series 63, Strategic Communications, Investments, Financial Services, Relationship Management, Employee Benefits, Sales, Pensions, Mutual Funds, Retirement Planning, Series 6, 401k, Defined Contribution
Education
University of Rochester 1997 — 2000
Bachelors, Economics, Math, Religion
Aquinas
Josh Gould, CFP® Josh Gould, CFP®'s Fidelity Investments Experience May 2007 - February 2009
Job Financial Planner / Investment Advisor Representative
Industry Financial Services
Experience
VALIC August 2012 - Present
MassMutual Financial Group January 2010 - July 2012
Fidelity Investments May 2007 - February 2009
Fidelity Investments January 2004 - May 2007
Fidelity Investments November 2000 - January 2004
Mortgage Banking January 1990 - July 2000
Skills
Retirement Planning, Strategic Financial..., Investment Advisory, Risk Management, Alternative Investments
Education
University of Rochester
Liberal Arts Studies
VALIC August 2012 - Present
MassMutual Financial Group January 2010 - July 2012
Fidelity Investments May 2007 - February 2009
Fidelity Investments January 2004 - May 2007
Fidelity Investments November 2000 - January 2004
Mortgage Banking January 1990 - July 2000
Skills
Retirement Planning, Strategic Financial..., Investment Advisory, Risk Management, Alternative Investments
Education
University of Rochester
Liberal Arts Studies
Daniel St John Daniel St John's Fidelity Investments Experience June 2015 - Present
Job Associate Quality Assurance Engineer
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments August 2014 - May 2015
Fidelity Investments May 2014 - August 2014
South Carolina Enterprise Information System September 2013 - April 2014
Seibels June 2013 - August 2013
Skills
Project Management, Quality Assurance, Agile Methodology, Databases, Microsoft Office, Windows, Sahi Pro, Test Automation, HTML, Java, Teamwork, Customer Service, Public Speaking, Team Building, Sales, Excel Framework, Access, Leadership, Analysis, Investments, Information Technology
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science, Information Technology
Fidelity Investments June 2015 - Present
Fidelity Investments August 2014 - May 2015
Fidelity Investments May 2014 - August 2014
South Carolina Enterprise Information System September 2013 - April 2014
Seibels June 2013 - August 2013
Skills
Project Management, Quality Assurance, Agile Methodology, Databases, Microsoft Office, Windows, Sahi Pro, Test Automation, HTML, Java, Teamwork, Customer Service, Public Speaking, Team Building, Sales, Excel Framework, Access, Leadership, Analysis, Investments, Information Technology
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science, Information Technology
Kelli Martin Kelli Martin's Fidelity Investments Experience February 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments July 2012 - Present
Fidelity Investments June 2011 - August 2011
Tommy Bahama Island Grille January 2009 - August 2010
Skills
Customer Service, Teamwork, Microsoft Office, Word, Excel, PowerPoint, Fundraising, Microsoft Excel, Microsoft Word
Education
University of San Francisco 2010 — 2012
Bachelor of Science in Business Administration, Finance, Magna Cum Laude
Fidelity Investments February 2014 - Present
Fidelity Investments July 2012 - Present
Fidelity Investments June 2011 - August 2011
Tommy Bahama Island Grille January 2009 - August 2010
Skills
Customer Service, Teamwork, Microsoft Office, Word, Excel, PowerPoint, Fundraising, Microsoft Excel, Microsoft Word
Education
University of San Francisco 2010 — 2012
Bachelor of Science in Business Administration, Finance, Magna Cum Laude
Julia Siripurapu Julia Siripurapu's Fidelity Investments Experience May 2005 - May 2006
Job Attorney and CIPP/US at Mintz Levin, Boston
Industry Law Practice
Experience
Mintz Levin 2007 - Present
Massachusetts Institute of Technology January 2007 - May 2007
Fidelity Investments May 2005 - May 2006
Richland County Probate Court, Columbia, SC May 2002 - June 2004
Nelson Mullins Riley & Scarborough, LLP, Columbia, SC 1999 - 2001
Skills
Licensing, Healthcare Information..., Privacy, Joint Ventures,..., Technology Transfer, Corporate Law, Privacy Law, Intellectual Property, Negotiation, Copyright Law
Education
University of New Hampshire School of Law 2004 — 2007
Juris Doctorate, Magna Cum Laude
University of South Carolina-Columbia 2002 — 2004
MA
University of South Carolina-Columbia
BA, Magna Cum Laude
Mintz Levin 2007 - Present
Massachusetts Institute of Technology January 2007 - May 2007
Fidelity Investments May 2005 - May 2006
Richland County Probate Court, Columbia, SC May 2002 - June 2004
Nelson Mullins Riley & Scarborough, LLP, Columbia, SC 1999 - 2001
Skills
Licensing, Healthcare Information..., Privacy, Joint Ventures,..., Technology Transfer, Corporate Law, Privacy Law, Intellectual Property, Negotiation, Copyright Law
Education
University of New Hampshire School of Law 2004 — 2007
Juris Doctorate, Magna Cum Laude
University of South Carolina-Columbia 2002 — 2004
MA
University of South Carolina-Columbia
BA, Magna Cum Laude
Kristen Doering Kristen Doering's Fidelity Investments Experience 1999 - 2000
Job Benefits Manager at Convergex
Industry Human Resources
Experience
Convergex April 2015 - Present
Convergex Group, LLC November 2007 - May 2015
United Independent School District 2003 - 2007
US Trust September 2000 - November 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1997 - 1999
Prudential Securities 1996 - 1997
Skills
Employee Benefits, Recruiting, Employee Training, HRIS, Training, Personnel Management, Employment-based..., Relocation
Education
University of Scranton 1992 — 1996
Communications with a minor in Business
Convergex April 2015 - Present
Convergex Group, LLC November 2007 - May 2015
United Independent School District 2003 - 2007
US Trust September 2000 - November 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1997 - 1999
Prudential Securities 1996 - 1997
Skills
Employee Benefits, Recruiting, Employee Training, HRIS, Training, Personnel Management, Employment-based..., Relocation
Education
University of Scranton 1992 — 1996
Communications with a minor in Business
Justin Fulton's Fidelity Investments Experience December 2000 - June 2004
Job Principal & Client Strategist at Signature.
Industry Financial Services
Experience
Signature - An Independent Family Office August 2008 - Present
Williams Mullen September 2007 - August 2008
Fidelity Investments December 2000 - June 2004
First Union National Bank 1998 - 1999
Skills
Certified Financial..., Estate Tax Planning, Philanthropic Planning, Investments, Retirement Planning, Strategic Financial..., Financial Literacy..., Estate Planning
Education
University of Richmond School of Law 2004 — 2007
J.D.
University of Virginia 1993 — 1997
B.S., Commerce
Signature - An Independent Family Office August 2008 - Present
Williams Mullen September 2007 - August 2008
Fidelity Investments December 2000 - June 2004
First Union National Bank 1998 - 1999
Skills
Certified Financial..., Estate Tax Planning, Philanthropic Planning, Investments, Retirement Planning, Strategic Financial..., Financial Literacy..., Estate Planning
Education
University of Richmond School of Law 2004 — 2007
J.D.
University of Virginia 1993 — 1997
B.S., Commerce
Barry Welch Barry Welch's Fidelity Investments Experience March 1997 - April 2001
Job Content Manager at Sagepath Inc
Industry Information Technology and Services
Experience
Sagepath Inc June 2013 - February 2015
Independent October 2010 - March 2013
MiniTime April 2011 - September 2012
MySpace September 2010 - January 2011
Qualcomm January 2009 - September 2010
The DZAP Group May 2002 - December 2008
WebSideStory June 2002 - July 2003
Sony Electronics June 2001 - October 2001
Fidelity Investments March 1997 - April 2001
Fidelity Investments January 1996 - February 1997
Skills
User Interface Design, CSS, User Experience, Information Architecture, JavaScript, jQuery, Web Development, XML
Education
University of South Carolina-Columbia 1987 — 1991
BA, Journalism, 3.4
Sagepath Inc June 2013 - February 2015
Independent October 2010 - March 2013
MiniTime April 2011 - September 2012
MySpace September 2010 - January 2011
Qualcomm January 2009 - September 2010
The DZAP Group May 2002 - December 2008
WebSideStory June 2002 - July 2003
Sony Electronics June 2001 - October 2001
Fidelity Investments March 1997 - April 2001
Fidelity Investments January 1996 - February 1997
Skills
User Interface Design, CSS, User Experience, Information Architecture, JavaScript, jQuery, Web Development, XML
Education
University of South Carolina-Columbia 1987 — 1991
BA, Journalism, 3.4
Gordon Chen's Fidelity Investments Experience May 2002 - July 2003
Job Founder of You Got Listings, Inc.
Industry Real Estate
Experience
You Got Listings, Inc. March 2007 - Present
Perfect Units, LLC. April 2006 - March 2007
Morgan Stanley April 2005 - April 2006
SunGard April 2004 - April 2005
Clark University March 2004 - March 2005
Honeywell July 2003 - April 2004
Fidelity Investments May 2002 - July 2003
Skills
Rentals, Web Design, Real Estate, Investment Properties, Entrepreneurship, Contract Negotiation, Real Estate Transactions, Real Estate Development, Tenant, Landlords, Sales, Customer Service
Education
University of Rochester 1998 — 2002
Bachelor's degree, Computer Science, Economics
You Got Listings, Inc. March 2007 - Present
Perfect Units, LLC. April 2006 - March 2007
Morgan Stanley April 2005 - April 2006
SunGard April 2004 - April 2005
Clark University March 2004 - March 2005
Honeywell July 2003 - April 2004
Fidelity Investments May 2002 - July 2003
Skills
Rentals, Web Design, Real Estate, Investment Properties, Entrepreneurship, Contract Negotiation, Real Estate Transactions, Real Estate Development, Tenant, Landlords, Sales, Customer Service
Education
University of Rochester 1998 — 2002
Bachelor's degree, Computer Science, Economics
Robert Beinhocker Robert Beinhocker's Fidelity Investments Experience April 1997 - October 2000
Job Digital Media Producer | Director | Editor
Industry Media Production
Experience
Independent July 2006 - Present
Independent July 2006 - Present
Self-Employed March 2007 - April 2015
Ernst & Young March 2002 - August 2004
Grand Circle Corporation October 2000 - September 2001
Fidelity Investments April 1997 - October 2000
Self-Employed February 1994 - April 1997
Skills
Producing, Video Production, Digital Media, Documentaries, Short Films, Cinematography, Camera Operation, Post Production, Video Editing, Television, New Media, Adobe Creative Suite, Final Cut Studio, Screenwriting, Commercials, Directing, Independent Film, Pre-production, Music Videos, Feature Films, Videography, Photography, Social Media, Graphic Design, Lighting, Live Video Streaming, Marketing, Creative Writing, Content Development, International Travel, Internet Video..., Client Relations, Film Production
Education
Maine Media Workshops 2004 — 2005
Professional Certificate in Film, Directing
University of Rochester 1988 — 1992
Bachelors, History
Buckingham Browne & Nichols 1984 — 1988
H.S. Diploma
Independent July 2006 - Present
Independent July 2006 - Present
Self-Employed March 2007 - April 2015
Ernst & Young March 2002 - August 2004
Grand Circle Corporation October 2000 - September 2001
Fidelity Investments April 1997 - October 2000
Self-Employed February 1994 - April 1997
Skills
Producing, Video Production, Digital Media, Documentaries, Short Films, Cinematography, Camera Operation, Post Production, Video Editing, Television, New Media, Adobe Creative Suite, Final Cut Studio, Screenwriting, Commercials, Directing, Independent Film, Pre-production, Music Videos, Feature Films, Videography, Photography, Social Media, Graphic Design, Lighting, Live Video Streaming, Marketing, Creative Writing, Content Development, International Travel, Internet Video..., Client Relations, Film Production
Education
Maine Media Workshops 2004 — 2005
Professional Certificate in Film, Directing
University of Rochester 1988 — 1992
Bachelors, History
Buckingham Browne & Nichols 1984 — 1988
H.S. Diploma
Greg Close Greg Close's Fidelity Investments Experience 2000 - 2002
Job Benefits Onboarding Manager at Algentis
Industry Human Resources
Experience
Algentis October 2013 - Present
Gregory S. Close May 2013 - Present
Merit Resource Group April 2012 - September 2013
Consultant October 2009 - April 2012
Los Alamos National Laboratory August 2005 - October 2009
CVS/Caremark January 2002 - July 2005
Fidelity Investments 2000 - 2002
Self Employed 1998 - 2000
EB Games 1996 - 1997
Pizza Hut 1992 - 1995
Skills
Employee Benefits, Benefits Administration, HIPAA, COBRA, ERISA, Open Enrollment, Program Management, Human Resources, Published Author, Leadership, PeopleSoft, Insurance, Analysis, Training, Interviews, Workforce Planning, Payroll, Employee Relations, Onboarding, Management
Education
University of Rochester 1988 — 1993
B.A., Film Studies
Algentis October 2013 - Present
Gregory S. Close May 2013 - Present
Merit Resource Group April 2012 - September 2013
Consultant October 2009 - April 2012
Los Alamos National Laboratory August 2005 - October 2009
CVS/Caremark January 2002 - July 2005
Fidelity Investments 2000 - 2002
Self Employed 1998 - 2000
EB Games 1996 - 1997
Pizza Hut 1992 - 1995
Skills
Employee Benefits, Benefits Administration, HIPAA, COBRA, ERISA, Open Enrollment, Program Management, Human Resources, Published Author, Leadership, PeopleSoft, Insurance, Analysis, Training, Interviews, Workforce Planning, Payroll, Employee Relations, Onboarding, Management
Education
University of Rochester 1988 — 1993
B.A., Film Studies
Thejas Krishnegowda Thejas Krishnegowda's Fidelity Investments Experience December 2007 - December 2008
Job Manager at PwC
Industry Management Consulting
Experience
PwC June 2014 - Present
Ernst & Young August 2012 - June 2014
Ernst & Young September 2010 - July 2012
Simon School of Business January 2009 - October 2010
High Tech Rochester September 2009 - December 2009
Deloitte Financial Advisory Services, India August 2009 - September 2009
Ethnus Services June 2007 - June 2009
Fidelity Investments December 2007 - December 2008
Fidelity Investments March 2006 - January 2008
Tata Consultancy Services September 2004 - March 2006
Skills
Business Development, Quantitative Analytics, Strategy, Project Management, VBA, Program Management, Financial Analysis, Strategic Planning, IT Strategy, Finance, Product Lifecycle..., SDLC, Analysis, Competitive Analysis, Leadership
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2010
MBA, Organization and competitive Strategy and Finance
R. V. College of Engineering, Bangalore 2000 — 2004
B.E, Electronics & Communications
Sardar Patel High School
PwC June 2014 - Present
Ernst & Young August 2012 - June 2014
Ernst & Young September 2010 - July 2012
Simon School of Business January 2009 - October 2010
High Tech Rochester September 2009 - December 2009
Deloitte Financial Advisory Services, India August 2009 - September 2009
Ethnus Services June 2007 - June 2009
Fidelity Investments December 2007 - December 2008
Fidelity Investments March 2006 - January 2008
Tata Consultancy Services September 2004 - March 2006
Skills
Business Development, Quantitative Analytics, Strategy, Project Management, VBA, Program Management, Financial Analysis, Strategic Planning, IT Strategy, Finance, Product Lifecycle..., SDLC, Analysis, Competitive Analysis, Leadership
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2010
MBA, Organization and competitive Strategy and Finance
R. V. College of Engineering, Bangalore 2000 — 2004
B.E, Electronics & Communications
Sardar Patel High School
Kraig Kowalski's Fidelity Investments Experience May 2013 - Present
Job Fixed Income Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
TD July 2012 - Present
The Home Depot March 2011 - November 2011
Awesome Inflatable Rides November 2007 - March 2009
Home Depot March 2006 - August 2007
Nascar Speedpark May 2005 - December 2005
Skills
Inventory, Event Management, Loss Prevention, Data Entry, Customer Service, Time Management, Retail, Inventory Management, Critical Thinking, Outlook, Cashiering, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Social Skills, Cash Register, Microsoft Office, Access
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science (B.S.), Corporate Finance
Fidelity Investments May 2013 - Present
TD July 2012 - Present
The Home Depot March 2011 - November 2011
Awesome Inflatable Rides November 2007 - March 2009
Home Depot March 2006 - August 2007
Nascar Speedpark May 2005 - December 2005
Skills
Inventory, Event Management, Loss Prevention, Data Entry, Customer Service, Time Management, Retail, Inventory Management, Critical Thinking, Outlook, Cashiering, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Social Skills, Cash Register, Microsoft Office, Access
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science (B.S.), Corporate Finance
Tracey Flaherty Tracey Flaherty's Fidelity Investments Experience 1985 - 2003
Job Sr. Vice President, Retirement Strategies at Natixis Global Associates
Industry Marketing and Advertising
Experience
Natixis Global Associates September 2010 - Present
Dana-Farber Cancer Institute 2003 - 2010
Citizens School 2004 - 2006
Fleet Bank 2003 - 2004
Bank of America 2003 - 2004
Fidelity Investments 1985 - 2003
Skills
Relationship Management, Series 7, Retirement, Financial Services, Asset Management, Marketing, Integrated Marketing, Series 63, Strategic Planning, Wealth Management, Mutual Funds, Strategy, Investments, Crisis Communications, Equities, Strategic Communications, Analytics, Retirement Plan..., Marketing Communications, Fixed Income, Project Management, Asset Allocation, Alternative Investments, Management, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Internal Communications, Public Relations, Corporate Communications, Securities, Investor Relations, Program Management, Leadership, Media Relations, Marketing Strategy, Risk Management
Education
University of South Carolina-Columbia 1980 — 1984
BA, English
Natixis Global Associates September 2010 - Present
Dana-Farber Cancer Institute 2003 - 2010
Citizens School 2004 - 2006
Fleet Bank 2003 - 2004
Bank of America 2003 - 2004
Fidelity Investments 1985 - 2003
Skills
Relationship Management, Series 7, Retirement, Financial Services, Asset Management, Marketing, Integrated Marketing, Series 63, Strategic Planning, Wealth Management, Mutual Funds, Strategy, Investments, Crisis Communications, Equities, Strategic Communications, Analytics, Retirement Plan..., Marketing Communications, Fixed Income, Project Management, Asset Allocation, Alternative Investments, Management, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Internal Communications, Public Relations, Corporate Communications, Securities, Investor Relations, Program Management, Leadership, Media Relations, Marketing Strategy, Risk Management
Education
University of South Carolina-Columbia 1980 — 1984
BA, English
Lanny Lo Lanny Lo's Fidelity Investments Experience March 2013 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Banking
Experience
Fidelity Investments March 2013 - Present
RBS Citizens Group October 2012 - March 2013
Royal Bank of Scotland May 2003 - October 2012
Pricewaterhouse Coopers Consulting May 2000 - November 2002
Deutsche Bank AG August 1997 - January 2000
Skills
Requirements Analysis, Systems Analysis, Integration, Solution Architecture, Banking, SOA, SDLC, Web Services, Business Process..., Testing, Agile Methodologies, Business Analysis, Business Requirements, Functional..., User Acceptance Testing, SOAP, WebSphere Message Broker, Functional Design, Project Portfolio..., SharePoint, Software Design, Application Design
Education
University of San Diego 1995 — 1997
MBA, Business Administration
Fidelity Investments March 2013 - Present
RBS Citizens Group October 2012 - March 2013
Royal Bank of Scotland May 2003 - October 2012
Pricewaterhouse Coopers Consulting May 2000 - November 2002
Deutsche Bank AG August 1997 - January 2000
Skills
Requirements Analysis, Systems Analysis, Integration, Solution Architecture, Banking, SOA, SDLC, Web Services, Business Process..., Testing, Agile Methodologies, Business Analysis, Business Requirements, Functional..., User Acceptance Testing, SOAP, WebSphere Message Broker, Functional Design, Project Portfolio..., SharePoint, Software Design, Application Design
Education
University of San Diego 1995 — 1997
MBA, Business Administration
Lance Friesz Lance Friesz's Fidelity Investments Experience April 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Aerocom April 2009 - May 2012
Football Association of Ireland April 2008 - December 2008
Major League Soccer January 2007 - December 2007
United Futbol Club March 2007 - October 2007
Skills
Final Cut Express, Excel, Word, PowerPoint
Education
University of San Diego 2002 — 2006
Bachelor of Science, Business Administration
Dana Hills High School 1998 — 2002
Fidelity Investments April 2012 - Present
Aerocom April 2009 - May 2012
Football Association of Ireland April 2008 - December 2008
Major League Soccer January 2007 - December 2007
United Futbol Club March 2007 - October 2007
Skills
Final Cut Express, Excel, Word, PowerPoint
Education
University of San Diego 2002 — 2006
Bachelor of Science, Business Administration
Dana Hills High School 1998 — 2002
Jill Noonan Jill Noonan's Fidelity Investments Experience July 2013 - February 2015
Job Client Services Representative at NetProspex
Industry
Experience
NetProspex February 2015 - Present
Fidelity Investments July 2013 - February 2015
New Worcester Spy, Online Magazine September 2012 - May 2013
Worcester State University September 2011 - May 2013
Ivoryland Studios September 2012 - December 2012
On The Border May 2011 - October 2011
Skills
Facebook, Customer Service, Serious Games, PowerPoint, Public Speaking, Social Media
Education
Worcester State College 2009 — 2013
English
Arlington catholic high school 2005 — 2009
University of Roehampton
NetProspex February 2015 - Present
Fidelity Investments July 2013 - February 2015
New Worcester Spy, Online Magazine September 2012 - May 2013
Worcester State University September 2011 - May 2013
Ivoryland Studios September 2012 - December 2012
On The Border May 2011 - October 2011
Skills
Facebook, Customer Service, Serious Games, PowerPoint, Public Speaking, Social Media
Education
Worcester State College 2009 — 2013
English
Arlington catholic high school 2005 — 2009
University of Roehampton
Jared McCray CFP® Jared McCray CFP®'s Fidelity Investments Experience January 2015 - Present
Job Financial Consultant at Fidelity
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2013 - January 2015
Fidelity March 2012 - May 2013
First Investors Corporation July 2011 - February 2012
Employment Services September 2007 - May 2011
AIESEC 2009 - 2010
SingerLewak LLP June 2008 - August 2008
SLGG, LLP June 2007 - August 2007
Skills
Marketing, Leadership, Recruiting, Advertising, Social Media, Microsoft Office, Access, Talent Management, Microsoft Excel, Financial Analysis, Insurance, Training, Salesforce.com, Management, Human Resources, Customer Service, Spanish, Sales, Business Development, Strategic Planning, Finance, Data Entry, PowerPoint, Investments
Education
University of San Francisco
USF, Finance, Economics
Fidelity Investments January 2015 - Present
Fidelity Investments May 2013 - January 2015
Fidelity March 2012 - May 2013
First Investors Corporation July 2011 - February 2012
Employment Services September 2007 - May 2011
AIESEC 2009 - 2010
SingerLewak LLP June 2008 - August 2008
SLGG, LLP June 2007 - August 2007
Skills
Marketing, Leadership, Recruiting, Advertising, Social Media, Microsoft Office, Access, Talent Management, Microsoft Excel, Financial Analysis, Insurance, Training, Salesforce.com, Management, Human Resources, Customer Service, Spanish, Sales, Business Development, Strategic Planning, Finance, Data Entry, PowerPoint, Investments
Education
University of San Francisco
USF, Finance, Economics
Aubrey Suberman's Fidelity Investments Experience January 2013 - May 2013
Job Builders Risk Senior Service Specialist
Industry Financial Services
Experience
US Assure August 2013 - Present
University of North Florida October 2012 - Present
Conflux Percussion August 2011 - Present
Fidelity Investments January 2013 - May 2013
Extended Stay Hotels March 2009 - September 2012
Journey's Shoes October 2006 - March 2008
Skills
Hiring, Inventory Management, Customer Service, Payroll Processing, Loss Prevention, Administration, Financial Control, Cash Flow Management, Increasing Revenue, Generating Revenue, Customer Loyalty, Budgeting, Excel, Word, PowerPoint, Operations Management, Profit, Problem Solving, Supervisory Skills, Negotiation, Budgets, Microsoft Excel, Finance, Microsoft Word, Forecasting, Payroll, Customer Satisfaction, Outlook, Access, QuickBooks, Cash Flow, Accounting, Time Management, Financial Audits, Brand Loyalty
Education
University of South Florida 2010 — 2012
Bachelor of Science in Finance, Finance and Economics, 3.0
Hillsborough Community College 2008 — 2010
Associate of the Arts, Business Administration
US Assure August 2013 - Present
University of North Florida October 2012 - Present
Conflux Percussion August 2011 - Present
Fidelity Investments January 2013 - May 2013
Extended Stay Hotels March 2009 - September 2012
Journey's Shoes October 2006 - March 2008
Skills
Hiring, Inventory Management, Customer Service, Payroll Processing, Loss Prevention, Administration, Financial Control, Cash Flow Management, Increasing Revenue, Generating Revenue, Customer Loyalty, Budgeting, Excel, Word, PowerPoint, Operations Management, Profit, Problem Solving, Supervisory Skills, Negotiation, Budgets, Microsoft Excel, Finance, Microsoft Word, Forecasting, Payroll, Customer Satisfaction, Outlook, Access, QuickBooks, Cash Flow, Accounting, Time Management, Financial Audits, Brand Loyalty
Education
University of South Florida 2010 — 2012
Bachelor of Science in Finance, Finance and Economics, 3.0
Hillsborough Community College 2008 — 2010
Associate of the Arts, Business Administration
Amanda Woo's Fidelity Investments Experience June 2015 - Present
Job Financial Representative/Full Trader
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Bishop & Company, P.L. January 2014 - February 2015
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Social Media, Microsoft Excel, Appointment Setting, Collections, QuickBooks
Education
University of South Florida 2008 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Fidelity Investments June 2015 - Present
Bishop & Company, P.L. January 2014 - February 2015
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Social Media, Microsoft Excel, Appointment Setting, Collections, QuickBooks
Education
University of South Florida 2008 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Steven Puglisi Steven Puglisi's Fidelity Investments Experience October 2006 - June 2010
Job Information Technology – Enterprise Security Analyst II (Data Privacy) at Farm Credit Bank of Texas
Industry Information Technology and Services
Experience
Farm Credit Bank of Texas 2014 - Present
Farm Credit Bank of Texas November 2012 - Present
Wells Fargo – Mindseeker September 2011 - November 2012
Bank of America - TekSystems September 2010 - September 2011
Fidelity Investments October 2006 - June 2010
Skills
Analysis, Project Management, Security, Management, Quality Assurance, Training, Access, Data Analysis, Requirements Gathering, Oracle, Information Security, Databases, User Acceptance Testing, Customer Satisfaction, Financial Risk, Business Analysis, Process Improvement
Education
University of South Carolina-Columbia 2002 — 2006
Bachelor of Science, Business Administration; Marketing
Farm Credit Bank of Texas 2014 - Present
Farm Credit Bank of Texas November 2012 - Present
Wells Fargo – Mindseeker September 2011 - November 2012
Bank of America - TekSystems September 2010 - September 2011
Fidelity Investments October 2006 - June 2010
Skills
Analysis, Project Management, Security, Management, Quality Assurance, Training, Access, Data Analysis, Requirements Gathering, Oracle, Information Security, Databases, User Acceptance Testing, Customer Satisfaction, Financial Risk, Business Analysis, Process Improvement
Education
University of South Carolina-Columbia 2002 — 2006
Bachelor of Science, Business Administration; Marketing
Max Giella Max Giella's Fidelity Investments Experience September 2012 - May 2013
Job Airports Policy Associate at Lyft
Industry Nonprofit Organization Management
Experience
Lyft August 2015 - Present
Lyft November 2014 - August 2015
The Representation Project May 2013 - November 2014
Fidelity Investments September 2012 - May 2013
Fidelity Investments January 2012 - September 2012
United States Senate June 2010 - January 2012
United States Senate January 2009 - June 2010
Transition Office for U.S. Senator-Elect Jeanne Shaheen December 2008 - January 2009
New Hampshire Democratic Coordinated Campaign June 2008 - November 2008
USDtv February 2008 - May 2008
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement, Retirement Planning, Securities, Financial Services, Relationship Management, Asset Allocation, Equities, Finance, Strategic Financial..., Asset Management, Management, Public Speaking, Fundraising, Policy, Nonprofits
Education
University of San Diego 2004 — 2008
Bachelors of Science, Business Administration; French and Psychology
University of San Diego 2004 — 2008
Business Administration and Management, General
Lyft August 2015 - Present
Lyft November 2014 - August 2015
The Representation Project May 2013 - November 2014
Fidelity Investments September 2012 - May 2013
Fidelity Investments January 2012 - September 2012
United States Senate June 2010 - January 2012
United States Senate January 2009 - June 2010
Transition Office for U.S. Senator-Elect Jeanne Shaheen December 2008 - January 2009
New Hampshire Democratic Coordinated Campaign June 2008 - November 2008
USDtv February 2008 - May 2008
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement, Retirement Planning, Securities, Financial Services, Relationship Management, Asset Allocation, Equities, Finance, Strategic Financial..., Asset Management, Management, Public Speaking, Fundraising, Policy, Nonprofits
Education
University of San Diego 2004 — 2008
Bachelors of Science, Business Administration; French and Psychology
University of San Diego 2004 — 2008
Business Administration and Management, General
Wesley McDonough Wesley McDonough's Fidelity Investments Experience March 2014 - June 2014
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2014 - Present
Fidelity Investments March 2014 - June 2014
Bainbridge Capital October 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Jensen Fabricating Engineers June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Investments, Private Equity, Bloomberg Terminal
Education
University of San Diego 2009 — 2013
BS, Finance
John Hancock Investments June 2014 - Present
Fidelity Investments March 2014 - June 2014
Bainbridge Capital October 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Jensen Fabricating Engineers June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Investments, Private Equity, Bloomberg Terminal
Education
University of San Diego 2009 — 2013
BS, Finance
Shannon Poirier Shannon Poirier's Fidelity Investments Experience June 2015 - Present
Job Administrative Intern at Fidelity Investments
Industry
Experience
Fidelity Investments June 2015 - Present
Wildflower Boutique June 2014 - Present
Dairy Queen May 2010 - August 2013
Skills
Microsoft Excel, Microsoft Access, Genesys, IEX Total View
Education
University of South Carolina - Darla Moore School of Business 2013 — 2017
Management Science
Fidelity Investments June 2015 - Present
Wildflower Boutique June 2014 - Present
Dairy Queen May 2010 - August 2013
Skills
Microsoft Excel, Microsoft Access, Genesys, IEX Total View
Education
University of South Carolina - Darla Moore School of Business 2013 — 2017
Management Science
Michelle Boucher's Fidelity Investments Experience October 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Zecco Trading September 2009 - September 2012
E*TRADE Financial January 2008 - December 2008
Access Worldwide Inc June 2007 - January 2008
Access Worldwide Inc July 2006 - April 2007
Education
University of Santo Tomas 1999 — 2003
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Fidelity Investments October 2012 - Present
Zecco Trading September 2009 - September 2012
E*TRADE Financial January 2008 - December 2008
Access Worldwide Inc June 2007 - January 2008
Access Worldwide Inc July 2006 - April 2007
Education
University of Santo Tomas 1999 — 2003
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Josephine Pasamonte Henry Josephine Pasamonte Henry's Fidelity Investments Experience January 1999 - January 2000
Job Sr. Project Manager, Advanced Case Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab January 2003 - December 2012
New York Life Insurance Company January 2002 - June 2003
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bank of America January 1996 - January 1998
Skills
Product Management, Series 7, Financial Services, Mutual Funds, Customer Service, Training, Software Documentation, Management, Business Development, Sales, Marketing, Insurance, Policy, Microsoft Office, Call Centers, Public Relations, Research, Testing, Market Research, Networking, Marketing Strategy, Retirement, Visio, Leadership, Project Planning, Forecasting, Analysis, Series 63, Team Management, Strategic Planning, Management Consulting, Process Improvement, Quality Assurance, Retirement Planning, Account Management, Integration, Public Speaking, Social Media, Salesforce.com, Fixed Annuities, Government, Business Analysis, Microsoft Excel, Social Media Marketing, Project Management, Relationship Management, Negotiation, FINRA, International Relations, Data Analysis
Education
University of San Francisco 2009 — 2011
Masters of Arts&Sciences, Asia Pacific Studies
University of the Philippines
Bachelor of Arts, Political Science
Charles Schwab January 2013 - Present
Charles Schwab January 2003 - December 2012
New York Life Insurance Company January 2002 - June 2003
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bank of America January 1996 - January 1998
Skills
Product Management, Series 7, Financial Services, Mutual Funds, Customer Service, Training, Software Documentation, Management, Business Development, Sales, Marketing, Insurance, Policy, Microsoft Office, Call Centers, Public Relations, Research, Testing, Market Research, Networking, Marketing Strategy, Retirement, Visio, Leadership, Project Planning, Forecasting, Analysis, Series 63, Team Management, Strategic Planning, Management Consulting, Process Improvement, Quality Assurance, Retirement Planning, Account Management, Integration, Public Speaking, Social Media, Salesforce.com, Fixed Annuities, Government, Business Analysis, Microsoft Excel, Social Media Marketing, Project Management, Relationship Management, Negotiation, FINRA, International Relations, Data Analysis
Education
University of San Francisco 2009 — 2011
Masters of Arts&Sciences, Asia Pacific Studies
University of the Philippines
Bachelor of Arts, Political Science
Sancta Corrao Sancta Corrao's Fidelity Investments Experience August 2006 - November 2007
Job Illumina
Industry Biotechnology
Experience
Illumina March 2013 - Present
ViaSat September 2012 - March 2013
Cubist Pharmaceuticals February 2012 - October 2012
Veolia Energy North America June 2008 - November 2011
Raytheon November 2007 - June 2008
Fidelity Investments August 2006 - November 2007
Liberty Mutual Group, Boston MA January 2006 - August 2006
Selectica October 2005 - July 2006
American Technology Corporation July 2003 - February 2005
San Diego Regional Airport Authority, San Diego CA July 2003 - September 2003
Skills
Talent Acquisition, Human Resources, Sourcing, Recruiting, Career Counseling, Talent Management, Interviews, Onboarding, Applicant Tracking..., Screening
Education
University of San Diego
Illumina March 2013 - Present
ViaSat September 2012 - March 2013
Cubist Pharmaceuticals February 2012 - October 2012
Veolia Energy North America June 2008 - November 2011
Raytheon November 2007 - June 2008
Fidelity Investments August 2006 - November 2007
Liberty Mutual Group, Boston MA January 2006 - August 2006
Selectica October 2005 - July 2006
American Technology Corporation July 2003 - February 2005
San Diego Regional Airport Authority, San Diego CA July 2003 - September 2003
Skills
Talent Acquisition, Human Resources, Sourcing, Recruiting, Career Counseling, Talent Management, Interviews, Onboarding, Applicant Tracking..., Screening
Education
University of San Diego
Ron Battaglia Ron Battaglia's Fidelity Investments Experience September 1989 - June 1996
Job Partner at Hodgson Russ LLP
Industry Law Practice
Experience
Hodgson Russ LLP AssociateRobinson & Cole LLPSeptember 1999 - April 2003
Fidelity Investments September 1989 - June 1996
Skills
Corporate Law, Securities Law, International Business...
Education
Vermont Law School 1996 — 1999
JD
University of Rochester 1985 — 1989
Bachelor of Arts, Political Science
Amherst Central High School
Amherst Central High School
Amherst Central High School
High school
High school
Hodgson Russ LLP AssociateRobinson & Cole LLPSeptember 1999 - April 2003
Fidelity Investments September 1989 - June 1996
Skills
Corporate Law, Securities Law, International Business...
Education
Vermont Law School 1996 — 1999
JD
University of Rochester 1985 — 1989
Bachelor of Arts, Political Science
Amherst Central High School
Amherst Central High School
Amherst Central High School
High school
High school
Greg Kaminsky Greg Kaminsky's Fidelity Investments Experience June 2005 - February 2009
Job Seasoned IT Project Manager
Industry Computer Software
Experience
Fidelity Investments June 2005 - February 2009
Fidelity Investments July 2000 - June 2005
Commonwealth of Massachusetts 1996 - June 2000
Skills
SDLC
Education
University of Rochester 1989 — 1993
BA, Political Science, Business Management, International Relations
Fidelity Investments June 2005 - February 2009
Fidelity Investments July 2000 - June 2005
Commonwealth of Massachusetts 1996 - June 2000
Skills
SDLC
Education
University of Rochester 1989 — 1993
BA, Political Science, Business Management, International Relations
Carrie (Robertson) Chaffee's Fidelity Investments Experience July 2006 - March 2012
Job Senior Advisor, Marketing at CVS Health
Industry Marketing and Advertising
Experience
CVS Health June 2014 - Present
Independent February 2014 - June 2014
Blitz Media April 2012 - February 2014
Fidelity Investments July 2006 - March 2012
Fidelity Investments July 2003 - July 2006
Fidelity Investments March 2001 - July 2003
Carat 1999 - 2001
Arnold Worldwide 1998 - 1999
Skills
Integrated Marketing, Interactive Marketing, Digital Marketing, Media Buying, Media Planning, Marketing Strategy, Leadership, Strategic Planning, Digital Strategy, Sponsorship Programs, Marketing Analytics, Social Media, Negotiation, Marketing, Strategic Communications, Advertising, Social Media Marketing, Online Advertising
Education
University of South Carolina-Columbia
Bachelor of Arts, Advertising
CVS Health June 2014 - Present
Independent February 2014 - June 2014
Blitz Media April 2012 - February 2014
Fidelity Investments July 2006 - March 2012
Fidelity Investments July 2003 - July 2006
Fidelity Investments March 2001 - July 2003
Carat 1999 - 2001
Arnold Worldwide 1998 - 1999
Skills
Integrated Marketing, Interactive Marketing, Digital Marketing, Media Buying, Media Planning, Marketing Strategy, Leadership, Strategic Planning, Digital Strategy, Sponsorship Programs, Marketing Analytics, Social Media, Negotiation, Marketing, Strategic Communications, Advertising, Social Media Marketing, Online Advertising
Education
University of South Carolina-Columbia
Bachelor of Arts, Advertising
Chris Fredrickson Chris Fredrickson's Fidelity Investments Experience June 2012 - August 2012
Job Associate Tools Developer at The MathWorks
Industry Computer Software
Experience
The MathWorks June 2015 - Present
The MathWorks June 2014 - June 2015
DEPARTMENT OF COMPUTER SCIENCE, UNIVERSITY OF ROCHESTER September 2011 - May 2014
BAE Systems Information Technology June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Hockomock Area YMCA August 2007 - September 2011
Skills
PowerPoint, Research, Critical Thinking, Matlab, Unix, Java, Data Analysis, Teaching, Linux, Mathematics, Artificial Intelligence, Systems Programming, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Time Management, Programming Languages
Education
University of Rochester 2010 — 2014
Bachelor’s Degree, Mathematics, 3.97
University of Rochester 2010 — 2014
Bachelor’s Degree, Computer Science, 3.93
Uppsala University 2013 — 2013
Computer Science
The MathWorks June 2015 - Present
The MathWorks June 2014 - June 2015
DEPARTMENT OF COMPUTER SCIENCE, UNIVERSITY OF ROCHESTER September 2011 - May 2014
BAE Systems Information Technology June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Hockomock Area YMCA August 2007 - September 2011
Skills
PowerPoint, Research, Critical Thinking, Matlab, Unix, Java, Data Analysis, Teaching, Linux, Mathematics, Artificial Intelligence, Systems Programming, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Time Management, Programming Languages
Education
University of Rochester 2010 — 2014
Bachelor’s Degree, Mathematics, 3.97
University of Rochester 2010 — 2014
Bachelor’s Degree, Computer Science, 3.93
Uppsala University 2013 — 2013
Computer Science
Andrew Mackey's Fidelity Investments Experience January 2003 - December 2007
Job VP; Corporate Workplace Senior Analyst Capital Management Manager at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America October 2009 - July 2013
Ajilon Consulting September 2008 - February 2009
Hunter Hollis 2007 - 2009
Aerotek Professional Services June 2008 - July 2008
Fidelity Investments January 2003 - December 2007
Fidelity Investments October 2000 - January 2003
Premier Systems Integrators January 1999 - August 2000
Skills
Process Improvement, Risk Management, Vendor Management, Financial Reporting, Business Analysis, Strategy, Financial Analysis, Leadership, Project Management, Financial Modeling, Finance, Management
Education
Wake Forest University School of Business 2004 — 2006
Master of Business Administration (MBA), MBA focused on management and leadership
University of South Carolina - Darla Moore School of Business 1997 — 1998
Bachelor of Arts, Concentration: Finance, 3.96/4.0 GPA
University of South Carolina Lancaster 1994 — 1997
Associates Degree
Bank of America July 2013 - Present
Bank of America October 2009 - July 2013
Ajilon Consulting September 2008 - February 2009
Hunter Hollis 2007 - 2009
Aerotek Professional Services June 2008 - July 2008
Fidelity Investments January 2003 - December 2007
Fidelity Investments October 2000 - January 2003
Premier Systems Integrators January 1999 - August 2000
Skills
Process Improvement, Risk Management, Vendor Management, Financial Reporting, Business Analysis, Strategy, Financial Analysis, Leadership, Project Management, Financial Modeling, Finance, Management
Education
Wake Forest University School of Business 2004 — 2006
Master of Business Administration (MBA), MBA focused on management and leadership
University of South Carolina - Darla Moore School of Business 1997 — 1998
Bachelor of Arts, Concentration: Finance, 3.96/4.0 GPA
University of South Carolina Lancaster 1994 — 1997
Associates Degree
Michael Candela's Fidelity Investments Experience November 2012 - April 2015
Job Business Analyst at Sapiens
Industry Information Technology and Services
Experience
Sapiens June 2015 - Present
Fidelity Investments November 2012 - April 2015
Fidelity Investments July 2009 - November 2012
Fidelity Investments 2007 - 2009
Bayberry Bookkeeping 2004 - 2007
Fidelity Investments August 2000 - June 2004
Fidelity Investments June 1996 - July 2000
Fidelity Investments December 1994 - May 1996
Fidelity Investments March 1993 - December 1994
Fidelity Investments March 1992 - March 1993
Skills
Data Analysis, Business Analysis, Data Mining, Requirements Gathering, 401k, Financial Services, Defined Contribution, Process Improvement, Management, Mainframe, Retirement Planning, Mutual Funds, Investments, Time Management, Strategic Planning
Education
University of Rochester 1985 — 1989
BA, Psychology
University of Rochester
Sapiens June 2015 - Present
Fidelity Investments November 2012 - April 2015
Fidelity Investments July 2009 - November 2012
Fidelity Investments 2007 - 2009
Bayberry Bookkeeping 2004 - 2007
Fidelity Investments August 2000 - June 2004
Fidelity Investments June 1996 - July 2000
Fidelity Investments December 1994 - May 1996
Fidelity Investments March 1993 - December 1994
Fidelity Investments March 1992 - March 1993
Skills
Data Analysis, Business Analysis, Data Mining, Requirements Gathering, 401k, Financial Services, Defined Contribution, Process Improvement, Management, Mainframe, Retirement Planning, Mutual Funds, Investments, Time Management, Strategic Planning
Education
University of Rochester 1985 — 1989
BA, Psychology
University of Rochester
Geoff Koehn's Fidelity Investments Experience 2002 - 2007
Job Inside Sales Midwest Region Commercial & U.S. Federal Sales at Olympus NDT
Industry Information Technology and Services
Experience
Olympus NDT, Inc. (ANI Division) August 2009 - July 2013
Innov-X Systems, Inc. (acquired by Olympus NDT) April 2009 - July 2013
Self Employed July 2007 - March 2009
Fidelity Investments 2002 - 2007
Compuware October 2000 - November 2001
Monster October 1999 - October 2000
EMC Computer Systems March 1997 - October 1999
Mita Copystar America October 1994 - March 1998
Skills
SaaS, Training, Sales Operations, CRM, New Business Development, Direct Sales, Cold Calling, Negotiation, Strategic Planning, Salesforce.com, Selling, Account Management, Lead Generation, Solution Selling, Management, Strategy, Customer Satisfaction, Teamwork, Key Account Development, Key Account Management, Customer Service, Sales Process, Sales
Education
University of Rochester
B.A.History, minor concentration Psycholgy
Olympus NDT, Inc. (ANI Division) August 2009 - July 2013
Innov-X Systems, Inc. (acquired by Olympus NDT) April 2009 - July 2013
Self Employed July 2007 - March 2009
Fidelity Investments 2002 - 2007
Compuware October 2000 - November 2001
Monster October 1999 - October 2000
EMC Computer Systems March 1997 - October 1999
Mita Copystar America October 1994 - March 1998
Skills
SaaS, Training, Sales Operations, CRM, New Business Development, Direct Sales, Cold Calling, Negotiation, Strategic Planning, Salesforce.com, Selling, Account Management, Lead Generation, Solution Selling, Management, Strategy, Customer Satisfaction, Teamwork, Key Account Development, Key Account Management, Customer Service, Sales Process, Sales
Education
University of Rochester
B.A.History, minor concentration Psycholgy
Jennifer (Towns) Andraca's Fidelity Investments Experience January 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments October 2010 - December 2013
Fidelity Investments October 2009 - October 2010
Charles Schwab April 2000 - January 2009
Charles Schwab March 1999 - March 2000
Charles Schwab November 1997 - February 1999
Education
University of San Diego 1993 — 1997
BA, Business Administration
Fidelity Investments January 2014 - Present
Fidelity Investments October 2010 - December 2013
Fidelity Investments October 2009 - October 2010
Charles Schwab April 2000 - January 2009
Charles Schwab March 1999 - March 2000
Charles Schwab November 1997 - February 1999
Education
University of San Diego 1993 — 1997
BA, Business Administration
Danny Kramer's Fidelity Investments Experience March 2012 - Present
Job Vice President, Derivative Middle Office at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2012 - Present
Wellington Management August 2004 - January 2012
Education
University of Scranton 1990 — 1994
Fidelity Investments March 2012 - Present
Wellington Management August 2004 - January 2012
Education
University of Scranton 1990 — 1994
Amy Torres's Fidelity Investments Experience 2012 - 2012
Job Program Manager at Omgeo
Industry Financial Services
Experience
Omgeo January 2015 - Present
Omgeo December 2012 - Present
PaperThin, Inc. February 2011 - May 2012
Fidelity Investments 2012 - 2012
Charles River Development May 2009 - March 2011
Liquidnet January 2006 - May 2009
Lava Trading June 2003 - January 2006
Fidessa February 2001 - June 2003
Linedata February 1999 - February 2001
Decalog 1998 - 1999
Skills
Order Management, Electronic Trading, Trading Systems, Business Analysis, Equities, Market Data, Portfolio Management, Equity Trading, Connectivity, Vendor Management, Trading, Fidessa, Business Requirements, Financial Markets, Middle Office, Financial Services, Project Management, Securities, Functional..., Business Relationship..., Requirements Analysis, Vendor, Agile Project Management, PMO, Scrum, Kanban, Product Management, Integration, Back Office, EMS, Problem Solving, Customer Relations, Agile, Software Project..., Asset Management, Requirements Gathering, Trading System, Buy-side, Dark Pools, Software Implementation, Team Leadership, Relationship Management, Software Development, Business Process...
Education
University of Rochester 1992 — 1997
BA, Cognative Science
Notre Dame Academy 1989 — 1992
High School
Omgeo January 2015 - Present
Omgeo December 2012 - Present
PaperThin, Inc. February 2011 - May 2012
Fidelity Investments 2012 - 2012
Charles River Development May 2009 - March 2011
Liquidnet January 2006 - May 2009
Lava Trading June 2003 - January 2006
Fidessa February 2001 - June 2003
Linedata February 1999 - February 2001
Decalog 1998 - 1999
Skills
Order Management, Electronic Trading, Trading Systems, Business Analysis, Equities, Market Data, Portfolio Management, Equity Trading, Connectivity, Vendor Management, Trading, Fidessa, Business Requirements, Financial Markets, Middle Office, Financial Services, Project Management, Securities, Functional..., Business Relationship..., Requirements Analysis, Vendor, Agile Project Management, PMO, Scrum, Kanban, Product Management, Integration, Back Office, EMS, Problem Solving, Customer Relations, Agile, Software Project..., Asset Management, Requirements Gathering, Trading System, Buy-side, Dark Pools, Software Implementation, Team Leadership, Relationship Management, Software Development, Business Process...
Education
University of Rochester 1992 — 1997
BA, Cognative Science
Notre Dame Academy 1989 — 1992
High School
Ken Klipper's Fidelity Investments Experience 1995 - 2000
Job Chief Financial Officer for Salem Five Cents Savings Bank
Industry Banking
Experience
Salem Five Cents Savings Bank May 2014 - Present
First Marblehead September 2008 - May 2014
Union Federal Savings Bank November 2006 - May 2014
First Marblehead 2005 - September 2008
JP Morgan/BrownCo 2003 - 2005
Tucker Anthony Sutro 2000 - 2002
Fidelity Investments 1995 - 2000
KPMG 1981 - 1992
Skills
SEC filings, Internal Controls, Risk Management, Managerial Finance, Financial Services, Strategic Financial..., Corporate Finance, Revenue Recognition, Finance, Banking, Auditing, Valuation, Financial Audits, Internal Audit, Financial Accounting, Fixed Income, Forecasting, Strategy, Financial Analysis, Financial Planning, Management, Mergers
Education
University of Richmond - Robins School of Business 1977 — 1981
Bachelor of Science (B.S.), Accounting
Salem Five Cents Savings Bank May 2014 - Present
First Marblehead September 2008 - May 2014
Union Federal Savings Bank November 2006 - May 2014
First Marblehead 2005 - September 2008
JP Morgan/BrownCo 2003 - 2005
Tucker Anthony Sutro 2000 - 2002
Fidelity Investments 1995 - 2000
KPMG 1981 - 1992
Skills
SEC filings, Internal Controls, Risk Management, Managerial Finance, Financial Services, Strategic Financial..., Corporate Finance, Revenue Recognition, Finance, Banking, Auditing, Valuation, Financial Audits, Internal Audit, Financial Accounting, Fixed Income, Forecasting, Strategy, Financial Analysis, Financial Planning, Management, Mergers
Education
University of Richmond - Robins School of Business 1977 — 1981
Bachelor of Science (B.S.), Accounting
Clint Frary's Fidelity Investments Experience February 2004 - July 2007
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2008 - Present
Fidelity Investments February 2004 - July 2007
Northwestern Mutual Investment Services July 2001 - September 2002
Putnam Investments September 2000 - July 2001
Lake Avenue Properties 1989 - 2001
Amica Mutual Insurance September 1985 - August 1998
Skills
Investments, Series 7, Retirement Planning, Retirement, Financial Advisory, Trading, 401k, Sales, Team Building, Mutual Funds, Financial Services, Series 63, Equities, Securities, Fixed Income
Education
University of Rochester 1981 — 1985
BA, Economics
Phillips Exeter Academy 1977 — 1980
Scottrade September 2008 - Present
Fidelity Investments February 2004 - July 2007
Northwestern Mutual Investment Services July 2001 - September 2002
Putnam Investments September 2000 - July 2001
Lake Avenue Properties 1989 - 2001
Amica Mutual Insurance September 1985 - August 1998
Skills
Investments, Series 7, Retirement Planning, Retirement, Financial Advisory, Trading, 401k, Sales, Team Building, Mutual Funds, Financial Services, Series 63, Equities, Securities, Fixed Income
Education
University of Rochester 1981 — 1985
BA, Economics
Phillips Exeter Academy 1977 — 1980
Jeni Marr's Fidelity Investments Experience March 2005 - May 2008
Job Independent Consultant, PHR
Industry Human Resources
Experience
University of South Carolina May 2008 - January 2011
Fidelity Investments March 2005 - May 2008
Fidelity Investments May 2004 - March 2005
Interim Personnel 1999 - 2000
Education
University of South Carolina - Darla Moore School of Business 2001 — 2003
Master of Human Resources
University of South Carolina-Columbia 1998 — 2001
Bachelor of Art
University of South Carolina May 2008 - January 2011
Fidelity Investments March 2005 - May 2008
Fidelity Investments May 2004 - March 2005
Interim Personnel 1999 - 2000
Education
University of South Carolina - Darla Moore School of Business 2001 — 2003
Master of Human Resources
University of South Carolina-Columbia 1998 — 2001
Bachelor of Art
Bernard Kelly's Fidelity Investments Experience June 2007 - June 2009
Job Senior Director Credit Risk at Fidelity
Industry Financial Services
Experience
Fidelity June 2009 - Present
Fidelity Investments June 2007 - June 2009
Fidelity Investments February 2005 - June 2006
Fidelity Investments September 1999 - March 2004
Skills
Options, Equities, Back Office, Analysis, Securities, Risk Management, Series 7, Process Improvement, Financial Services, Trading, Financial Risk, Fixed Income, Management, Mutual Funds, Alternative Investments, Bloomberg, Executive Management, Credit Risk, Banking, Operational Risk, Trading Systems, Series 63, Hedge Funds, Series 24
Education
University of Scranton 1988 — 1992
Fidelity June 2009 - Present
Fidelity Investments June 2007 - June 2009
Fidelity Investments February 2005 - June 2006
Fidelity Investments September 1999 - March 2004
Skills
Options, Equities, Back Office, Analysis, Securities, Risk Management, Series 7, Process Improvement, Financial Services, Trading, Financial Risk, Fixed Income, Management, Mutual Funds, Alternative Investments, Bloomberg, Executive Management, Credit Risk, Banking, Operational Risk, Trading Systems, Series 63, Hedge Funds, Series 24
Education
University of Scranton 1988 — 1992
Derek Cass's Fidelity Investments Experience Senior DeveloperAxis TechnologiesSeptember 2004 - June 2007
Job Principal Software Developer/Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Senior DeveloperAxis TechnologiesSeptember 2004 - June 2007
Sears, Roebuck and Co. April 1993 - January 2004
Education
University of Rochester 1990 — 1993
BA, Political Science
Fidelity Investments Senior DeveloperAxis TechnologiesSeptember 2004 - June 2007
Sears, Roebuck and Co. April 1993 - January 2004
Education
University of Rochester 1990 — 1993
BA, Political Science
Jennifer (Levins) Eager, CPA's Fidelity Investments Experience July 2015 - Present
Job Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments April 2015 - July 2015
Fidelity Investments January 2014 - April 2015
Grant Thornton LLP July 2013 - January 2014
Ernst & Young August 2010 - July 2013
KStone Partners LLC May 2010 - August 2010
Raymond James October 2007 - May 2009
PricewaterhouseCoopers 2008 - 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Accounting, GAAP, Corporate Finance, Financial Statements, CPA, Sarbanes-Oxley, Finance, SEC Filings
Education
University of Southern California - Marshall School of Business 2009 — 2010
MAcc, Accounting
University of South Florida 2005 — 2009
Finance, Economics
Fidelity Investments July 2015 - Present
Fidelity Investments April 2015 - July 2015
Fidelity Investments January 2014 - April 2015
Grant Thornton LLP July 2013 - January 2014
Ernst & Young August 2010 - July 2013
KStone Partners LLC May 2010 - August 2010
Raymond James October 2007 - May 2009
PricewaterhouseCoopers 2008 - 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Accounting, GAAP, Corporate Finance, Financial Statements, CPA, Sarbanes-Oxley, Finance, SEC Filings
Education
University of Southern California - Marshall School of Business 2009 — 2010
MAcc, Accounting
University of South Florida 2005 — 2009
Finance, Economics
Nate Gouveia's Fidelity Investments Experience September 2006 - October 2009
Job Business Analyst III at Chase
Industry Financial Services
Experience
Chase May 2013 - Present
Pandora Jewelry October 2009 - May 2013
Fidelity Investments September 2006 - October 2009
Fidelity Investments May 2005 - August 2006
Fidelity Investments August 2004 - May 2005
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Microsoft Excel, Microsoft Office, Department Budgeting, Operating Budgets, Budget Forecasts, Revenue Forecasting, Series 7, Series 63, Access, Analysis, Business Analysis, Finance, Financial Planning, Financial Reporting, Process Improvement, Sales
Education
University of Richmond 2000 — 2004
BSBA, Finance, Accounting, Marketing
Chase May 2013 - Present
Pandora Jewelry October 2009 - May 2013
Fidelity Investments September 2006 - October 2009
Fidelity Investments May 2005 - August 2006
Fidelity Investments August 2004 - May 2005
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Microsoft Excel, Microsoft Office, Department Budgeting, Operating Budgets, Budget Forecasts, Revenue Forecasting, Series 7, Series 63, Access, Analysis, Business Analysis, Finance, Financial Planning, Financial Reporting, Process Improvement, Sales
Education
University of Richmond 2000 — 2004
BSBA, Finance, Accounting, Marketing
Michael Recane's Fidelity Investments Experience November 2010 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Veritude August 2009 - October 2010
Fidelity Investments December 1995 - February 2009
ITT Sheraton June 1989 - December 1995
Wells Fargo June 1985 - May 1989
Self Employed, Contractor April 1984 - April 1985
Signetics June 1982 - April 1984
Riggs Bank August 1979 - June 1982
Skills
VSAM, TSO, REXX, CICS, JCL, COBOL, Assembly, ISPF, z/OS, IBM Utilities, FTP, DB2, IBM Mainframe, Intertest
Education
University of San Francisco
BA, Information Systems Management
Fidelity Investments November 2010 - Present
Veritude August 2009 - October 2010
Fidelity Investments December 1995 - February 2009
ITT Sheraton June 1989 - December 1995
Wells Fargo June 1985 - May 1989
Self Employed, Contractor April 1984 - April 1985
Signetics June 1982 - April 1984
Riggs Bank August 1979 - June 1982
Skills
VSAM, TSO, REXX, CICS, JCL, COBOL, Assembly, ISPF, z/OS, IBM Utilities, FTP, DB2, IBM Mainframe, Intertest
Education
University of San Francisco
BA, Information Systems Management
Manjunath Shankar's Fidelity Investments Experience November 1996 - Present
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1996 - Present
Fidelity Investments 2000 - 2009
Skills
SDLC, SOA, Agile Methodologies, Enterprise Architecture, Sybase
Education
Kendriya Vidyalaya, Kudremukh
High School (Matriculation)
Marimallappa's Junior College
PUC, Mathematics and Science
National Institute of Engineering
BE, Electronics & Communications
University of South Carolina-Columbia
MS, Computer Science
Fidelity Investments November 1996 - Present
Fidelity Investments 2000 - 2009
Skills
SDLC, SOA, Agile Methodologies, Enterprise Architecture, Sybase
Education
Kendriya Vidyalaya, Kudremukh
High School (Matriculation)
Marimallappa's Junior College
PUC, Mathematics and Science
National Institute of Engineering
BE, Electronics & Communications
University of South Carolina-Columbia
MS, Computer Science
Ben Nostrand, CFP®'s Fidelity Investments Experience October 1996 - February 2000
Job Chief Investment Officer at WestView Investment Advisors
Industry Financial Services
Experience
WestView Investment Advisors January 2013 - Present
Nostrand Financial Planning, LLC January 2008 - December 2012
Putnam Investments February 2000 - January 2008
Fidelity Investments October 1996 - February 2000
Putnam Investments October 1995 - October 1996
Putnam Investments July 1992 - October 1995
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Wealth Management, ETFs, Personal Finance, Equities, Asset Management, Fixed Income, Financial Planning
Education
University of Rochester - Simon Business School 1991 — 1992
M.B.A, Finance
University of Vermont 1982 — 1986
B.A., Economics
WestView Investment Advisors January 2013 - Present
Nostrand Financial Planning, LLC January 2008 - December 2012
Putnam Investments February 2000 - January 2008
Fidelity Investments October 1996 - February 2000
Putnam Investments October 1995 - October 1996
Putnam Investments July 1992 - October 1995
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Wealth Management, ETFs, Personal Finance, Equities, Asset Management, Fixed Income, Financial Planning
Education
University of Rochester - Simon Business School 1991 — 1992
M.B.A, Finance
University of Vermont 1982 — 1986
B.A., Economics
Arnold J. Pagani's Fidelity Investments Experience DirectorFidelity InvestmentsMay 1989 - December 2013
Job Retired at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments DirectorFidelity InvestmentsMay 1989 - December 2013
Fidelity Investments May 1989 - December 2013
Skills
Disaster Recovery, SDLC, Vendor Management, Risk Management, Mutual Funds, Program Management, PMP, Financial Services, Project Portfolio..., Due Diligence, IT Strategy, Enterprise Architecture, Business Analysis, Project Management, Management, Change Management, Process Improvement, Visio, IT Management, Unix, Leadership, Governance, ITIL, IT Operations
Education
University of Rochester 1977 — 1980
did not complete, Economkics/Political Science, 14
Fidelity Investments DirectorFidelity InvestmentsMay 1989 - December 2013
Fidelity Investments May 1989 - December 2013
Skills
Disaster Recovery, SDLC, Vendor Management, Risk Management, Mutual Funds, Program Management, PMP, Financial Services, Project Portfolio..., Due Diligence, IT Strategy, Enterprise Architecture, Business Analysis, Project Management, Management, Change Management, Process Improvement, Visio, IT Management, Unix, Leadership, Governance, ITIL, IT Operations
Education
University of Rochester 1977 — 1980
did not complete, Economkics/Political Science, 14
Jan Mason's Fidelity Investments Experience October 1993 - May 2006
Job Consultant Project Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Pershing July 2010 - January 2011
Ascend Consulting June 2009 - July 2010
Banc of America Investments September 2008 - December 2008
Fidelity Investments October 1993 - May 2006
Shearson Lehman Brothers November 1987 - October 1993
Electronic Data Systems January 1984 - October 1987
Skills
SDLC, Business Analysis, Problem Solving, Portfolio Management, Project Management, brokerage procesing, cost basis, trading,..., Strategy, Business Strategy, Change Management, Financial Services, Management, Risk Management, Vendor Management, PMO, Project Portfolio...
Education
University of South Florida 1980 — 1983
BA, Management Information Systems
Bank of America Merrill Lynch February 2011 - Present
Pershing July 2010 - January 2011
Ascend Consulting June 2009 - July 2010
Banc of America Investments September 2008 - December 2008
Fidelity Investments October 1993 - May 2006
Shearson Lehman Brothers November 1987 - October 1993
Electronic Data Systems January 1984 - October 1987
Skills
SDLC, Business Analysis, Problem Solving, Portfolio Management, Project Management, brokerage procesing, cost basis, trading,..., Strategy, Business Strategy, Change Management, Financial Services, Management, Risk Management, Vendor Management, PMO, Project Portfolio...
Education
University of South Florida 1980 — 1983
BA, Management Information Systems
Randi Wildfeuer's Fidelity Investments Experience July 2000 - April 2009
Job Compliance Manager at Health Plans, Inc.
Industry Human Resources
Experience
Health Plans, Inc. September 2012 - Present
UnitedHealth Group December 2010 - September 2012
UNITEDHEALTHCARE COMMUNITY & STATE April 2009 - December 2010
Fidelity Investments July 2000 - April 2009
HADCO 1998 - 2000
Harvard Pilgrim Health Care 1996 - 2000
Skills
Networking, Policy, Open Enrollment, Employee Benefits, Long Term Care, Insurance, Contractual Agreements, Medicare/Medicaid..., Long-term Care, Onboarding, Provider Relations, Employee Relations, Management, Claim, Program Management
Education
University of Rochester 1982 — 1986
Bachelors of Arts, Health & Society
Health Plans, Inc. September 2012 - Present
UnitedHealth Group December 2010 - September 2012
UNITEDHEALTHCARE COMMUNITY & STATE April 2009 - December 2010
Fidelity Investments July 2000 - April 2009
HADCO 1998 - 2000
Harvard Pilgrim Health Care 1996 - 2000
Skills
Networking, Policy, Open Enrollment, Employee Benefits, Long Term Care, Insurance, Contractual Agreements, Medicare/Medicaid..., Long-term Care, Onboarding, Provider Relations, Employee Relations, Management, Claim, Program Management
Education
University of Rochester 1982 — 1986
Bachelors of Arts, Health & Society
Christopher Lydon's Fidelity Investments Experience August 1995 - December 1997
Job Sales Associate at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate November 2013 - Present
Coldwell Banker July 2004 - November 2013
TD Waterhouse January 2002 - December 2003
Fidelity Capital Markets December 1997 - July 2001
Fidelity Investments August 1995 - December 1997
Xerox 1994 - 1995
Skills
Real Estate, Residential Homes, Real Estate Development, Sales, Management, Investments, Series 7, Commercial Real Estate, Asset Management, Investment Properties, Real Estate Transactions, Selling
Education
University of Rochester 1991 — 1995
BA, Political Science
Boston College High School 1987 — 1991
William Raveis Real Estate November 2013 - Present
Coldwell Banker July 2004 - November 2013
TD Waterhouse January 2002 - December 2003
Fidelity Capital Markets December 1997 - July 2001
Fidelity Investments August 1995 - December 1997
Xerox 1994 - 1995
Skills
Real Estate, Residential Homes, Real Estate Development, Sales, Management, Investments, Series 7, Commercial Real Estate, Asset Management, Investment Properties, Real Estate Transactions, Selling
Education
University of Rochester 1991 — 1995
BA, Political Science
Boston College High School 1987 — 1991
Ravi Naraharisetti's Fidelity Investments Experience 2006 - 2007
Job ClearCase & ClearQuest Admin at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae August 2009 - Present
TruePosition 2007 - 2009
Fidelity Investments 2006 - 2007
Skills
ClearCase, ClearQuest, Unix, Configuration Management, Release Management, Agile Methodologies, Subversion, SDLC, Unix Shell Scripting, Tortoise SVN, Perl Script, Software Configuration..., Crystal Reports, Doors, HTML, Shell Scripting, VBScript, CSS, JavaScript, ASP, Ant, WebLogic, Perl, Oracle Database, WebSphere Application..., MS Office DB, SQL
Education
University of South Alabama
Masters, EE
Fannie Mae August 2009 - Present
TruePosition 2007 - 2009
Fidelity Investments 2006 - 2007
Skills
ClearCase, ClearQuest, Unix, Configuration Management, Release Management, Agile Methodologies, Subversion, SDLC, Unix Shell Scripting, Tortoise SVN, Perl Script, Software Configuration..., Crystal Reports, Doors, HTML, Shell Scripting, VBScript, CSS, JavaScript, ASP, Ant, WebLogic, Perl, Oracle Database, WebSphere Application..., MS Office DB, SQL
Education
University of South Alabama
Masters, EE
Jani Syed's Fidelity Investments Experience September 2005 - November 2010
Job Technical Group Director at Management Science Associates, Inc.
Industry Financial Services
Experience
Management Science Associates, Inc. December 2013 - Present
Bigdata Solutions LLC September 2013 - Present
Prudential Financial September 2012 - October 2013
US Bank November 2010 - September 2012
Fidelity Investments September 2005 - November 2010
AT&T August 2004 - August 2005
Delta ATM August 2003 - August 2004
Journal of Constructive Approximation, Springer-Verlag August 1999 - July 2003
Skills
Bigdata, Hadoop, NoSQL, SOA, Java Enterprise Edition, Enterprise Architecture, webMethods, Architecture, Oracle, SDLC, Integration, Software Development, Weblogic, ESB, UML, Solution Architecture, Websphere, Hibernate, Application Architecture, Middleware, Business Intelligence, Database Design, JMS, JavaScript, PL/SQL, Enterprise Software, Business Analysis, Software Architecture, J2EE, Data Warehousing, Architectures, Big Data
Education
University of South Florida
M.S, Computer Engineering
Management Science Associates, Inc. December 2013 - Present
Bigdata Solutions LLC September 2013 - Present
Prudential Financial September 2012 - October 2013
US Bank November 2010 - September 2012
Fidelity Investments September 2005 - November 2010
AT&T August 2004 - August 2005
Delta ATM August 2003 - August 2004
Journal of Constructive Approximation, Springer-Verlag August 1999 - July 2003
Skills
Bigdata, Hadoop, NoSQL, SOA, Java Enterprise Edition, Enterprise Architecture, webMethods, Architecture, Oracle, SDLC, Integration, Software Development, Weblogic, ESB, UML, Solution Architecture, Websphere, Hibernate, Application Architecture, Middleware, Business Intelligence, Database Design, JMS, JavaScript, PL/SQL, Enterprise Software, Business Analysis, Software Architecture, J2EE, Data Warehousing, Architectures, Big Data
Education
University of South Florida
M.S, Computer Engineering
John Michael Flynn's Fidelity Investments Experience July 2007 - February 2009
Job Experienced Sales and Relationship Manager/Manager
Industry Financial Services
Experience
United Capital Source October 2014 - Present
JPMorgan Chase March 2013 - October 2014
JPMorgan Chase September 2010 - February 2013
Chase Investment Services Corp. April 2009 - September 2010
Fidelity Investments July 2007 - February 2009
OppenheimerFunds April 2004 - July 2007
OppenheimerFunds October 2002 - April 2004
Quick and Reilly, Fleet Bank December 1999 - October 2002
Saratoga Capital Management April 1998 - December 1999
Skills
Hold Series 7, series 66, Series 63, Retirement Planning, Asset Allocation, Presentations, Phone Sales, Internal Sales, Direct Sales, Small Business, Credit Cards, Mortgage Banking, Sales, Financial Services, Wealth Management, Relationship Management, High Net Worth..., Cross Selling, Strategic Financial..., Financial Advisory, Banking, Life Insurance, Retail Banking, Sales Presentations, Separately Managed..., Sales Management, IRAs, Loan Origination, Private Banking, Wealth Management..., Insurance, Training, Portfolio Management, Telemarketing, Finance, Financial Planning, Series 7
Education
St. John's University 1995 — 1998
Bachelor of Science (BS), Communication and Media Studies and Business minor.
University of Scranton 1993 — 1994
United Capital Source October 2014 - Present
JPMorgan Chase March 2013 - October 2014
JPMorgan Chase September 2010 - February 2013
Chase Investment Services Corp. April 2009 - September 2010
Fidelity Investments July 2007 - February 2009
OppenheimerFunds April 2004 - July 2007
OppenheimerFunds October 2002 - April 2004
Quick and Reilly, Fleet Bank December 1999 - October 2002
Saratoga Capital Management April 1998 - December 1999
Skills
Hold Series 7, series 66, Series 63, Retirement Planning, Asset Allocation, Presentations, Phone Sales, Internal Sales, Direct Sales, Small Business, Credit Cards, Mortgage Banking, Sales, Financial Services, Wealth Management, Relationship Management, High Net Worth..., Cross Selling, Strategic Financial..., Financial Advisory, Banking, Life Insurance, Retail Banking, Sales Presentations, Separately Managed..., Sales Management, IRAs, Loan Origination, Private Banking, Wealth Management..., Insurance, Training, Portfolio Management, Telemarketing, Finance, Financial Planning, Series 7
Education
St. John's University 1995 — 1998
Bachelor of Science (BS), Communication and Media Studies and Business minor.
University of Scranton 1993 — 1994
Robert Barbuto's Fidelity Investments Experience December 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Merrill Lynch March 2012 - November 2013
Lynx Capital Partners August 2002 - February 2012
Skills
Trading, Equities, Investments, Wealth Management, Options, Series 7, Bloomberg
Education
University of Scranton 1998 — 2002
Bachelors, Finance/Economics
NASD Series 7, 55, 63, 65 Licensing
Fidelity Investments December 2013 - Present
Merrill Lynch March 2012 - November 2013
Lynx Capital Partners August 2002 - February 2012
Skills
Trading, Equities, Investments, Wealth Management, Options, Series 7, Bloomberg
Education
University of Scranton 1998 — 2002
Bachelors, Finance/Economics
NASD Series 7, 55, 63, 65 Licensing
Marijoy Bertolini's Fidelity Investments Experience May 1996 - November 2004
Job Director~Talent, Jobcase, Inc. ~ Predictive Analytics, SEO, Data Driven Business Decisions
Industry Information Technology and Services
Experience
Jobcase, Inc. February 2014 - Present
Timberline Construction Corporation April 2006 - September 2007
Fidelity Investments May 1996 - November 2004
Skills
Recruiting, IT Recruitment, Financial Recruiting, Strategic Human..., Employee Engagement, Compensation & Benefits..., Leadership Development, Employee Relations, Employee Training, Project Management, Email Marketing, Vendor Management, Strategic Planning, Organizational Design, Coaching, Leadership, Change Management, Start-ups, Human Resources, Strategy, Program Management, Technical Recruiting, Talent Acquisition
Education
University of Rochester 1987 — 1992
Bachelor of Arts (B.A.), Biology; Bachelor of Arts (B.A.), Psychology
Jobcase, Inc. February 2014 - Present
Timberline Construction Corporation April 2006 - September 2007
Fidelity Investments May 1996 - November 2004
Skills
Recruiting, IT Recruitment, Financial Recruiting, Strategic Human..., Employee Engagement, Compensation & Benefits..., Leadership Development, Employee Relations, Employee Training, Project Management, Email Marketing, Vendor Management, Strategic Planning, Organizational Design, Coaching, Leadership, Change Management, Start-ups, Human Resources, Strategy, Program Management, Technical Recruiting, Talent Acquisition
Education
University of Rochester 1987 — 1992
Bachelor of Arts (B.A.), Biology; Bachelor of Arts (B.A.), Psychology
Ci Ci Compton's Fidelity Investments Experience 2000 - 2001
Job SR Human Resources Business Partner at L3 Communications CSW
Industry Defense & Space
Experience
L-3 Communication Systems - West 2009 - Present
L-3 Communications 2009 - Present
ATK 2003 - 2009
Fidelity Investments 2000 - 2001
Intermountain Healthcare 1993 - 2000
Skills
Human Resources, Onboarding, Workforce Planning, Applicant Tracking..., HRIS, Employee Relations, College Recruiting, Personnel Management, Talent Acquisition, Benefits Administration, Aerospace, Talent Management, Organizational..., New Hire Orientations, Performance Management
Education
University of South Alabama
Bachelor's degree, Psychology
University of Utah
Bachelor's degree, Business Administration and Management, General
L-3 Communication Systems - West 2009 - Present
L-3 Communications 2009 - Present
ATK 2003 - 2009
Fidelity Investments 2000 - 2001
Intermountain Healthcare 1993 - 2000
Skills
Human Resources, Onboarding, Workforce Planning, Applicant Tracking..., HRIS, Employee Relations, College Recruiting, Personnel Management, Talent Acquisition, Benefits Administration, Aerospace, Talent Management, Organizational..., New Hire Orientations, Performance Management
Education
University of South Alabama
Bachelor's degree, Psychology
University of Utah
Bachelor's degree, Business Administration and Management, General
Patrick McCloskey's Fidelity Investments Experience 2003 - 2007
Job Senior DirectorInvestment Only at Principal Funds
Industry Financial Services
Experience
Principal Funds April 2008 - Present
Fidelity Investments 2003 - 2007
Morgan Stanley Wealth Management 2002 - 2003
Education
University of South Carolina - The Moore School of Business
Finance/Marketing
Principal Funds April 2008 - Present
Fidelity Investments 2003 - 2007
Morgan Stanley Wealth Management 2002 - 2003
Education
University of South Carolina - The Moore School of Business
Finance/Marketing
Linda Winant's Fidelity Investments Experience June 2012 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments June 2012 - Present
CONEXIS May 2000 - March 2012
Skills
Business Analysis, Project Management, Tableau, Microsoft Word, MS Excel Pivot Tables, PowerPoint, Visio, Mind Mapping, Six Sigma, Management, Health Insurance, SDLC, Data Analysis, Performance Management, Process Improvement, Requirements Analysis, Business Process..., Leadership, Employee Benefits, Software Development, Strategic Planning, Vendor Management, Recruiting, Customer Service, Requirements Gathering, Team Building, Microsoft Excel, Green Belt
Education
University of San Francisco
BS, Mathematics
Fidelity Investments June 2012 - Present
CONEXIS May 2000 - March 2012
Skills
Business Analysis, Project Management, Tableau, Microsoft Word, MS Excel Pivot Tables, PowerPoint, Visio, Mind Mapping, Six Sigma, Management, Health Insurance, SDLC, Data Analysis, Performance Management, Process Improvement, Requirements Analysis, Business Process..., Leadership, Employee Benefits, Software Development, Strategic Planning, Vendor Management, Recruiting, Customer Service, Requirements Gathering, Team Building, Microsoft Excel, Green Belt
Education
University of San Francisco
BS, Mathematics
Justin Whitlock's Fidelity Investments Experience January 2008 - Present
Job Senior Operations Delivery Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Fidelity Investments February 2006 - January 2008
Fidelity Investments August 2002 - February 2006
IBM September 2000 - August 2002
Apex Systems June 2000 - August 2000
Skills
Manage Client..., Business Process..., Internal Controls, Continuous Improvement, Client Billing, Leading Meetings, End to End Delivery, Organizational..., Process Improvement, Defined Benefit, Operations Management, Business Analysis, Pension Administration, Vendor Management, SDLC, Project Management, CRM, Risk Management, Requirements Analysis
Education
University of South Carolina-Columbia 1994 — 1999
Bachelor of Science (BS), Business Management, Marketing and Finance
Cardinal Newman
Cardinal Newman
Fidelity Investments January 2008 - Present
Fidelity Investments February 2006 - January 2008
Fidelity Investments August 2002 - February 2006
IBM September 2000 - August 2002
Apex Systems June 2000 - August 2000
Skills
Manage Client..., Business Process..., Internal Controls, Continuous Improvement, Client Billing, Leading Meetings, End to End Delivery, Organizational..., Process Improvement, Defined Benefit, Operations Management, Business Analysis, Pension Administration, Vendor Management, SDLC, Project Management, CRM, Risk Management, Requirements Analysis
Education
University of South Carolina-Columbia 1994 — 1999
Bachelor of Science (BS), Business Management, Marketing and Finance
Cardinal Newman
Cardinal Newman
Nancy Day's Fidelity Investments Experience January 1991 - March 1994
Job BOKS Coordinator/ Lead Trainer for the East Greenwich School District BOKS Build Our Kids' Success (Reebok)
Industry Public Relations and Communications
Experience
BOKS- Build Our Kids' Success (Reebok) September 2012 - Present
Massachusetts Institute of Technology 1996 - 2000
Putnam Investments March 1994 - March 1996
Fidelity Investments January 1991 - March 1994
Dale Carnegie Training September 1992 - September 1993
Skills
Press Releases, Public Speaking, Public Relations, Media Relations, Marketing Strategy, Leadership, Nonprofits, Integrated Marketing, Strategic Communications, Coaching, Strategic Planning, Sales, Corporate Communications, New Business Development, Event Planning, Social Media, Teaching, Fundraising, Event Management, Community Outreach, Marketing, Strategy, Social Networking, Social Media Marketing
Education
University of Richmond
Bachelor of Arts (B.A.), Economics and French
University of Richmond
BOKS- Build Our Kids' Success (Reebok) September 2012 - Present
Massachusetts Institute of Technology 1996 - 2000
Putnam Investments March 1994 - March 1996
Fidelity Investments January 1991 - March 1994
Dale Carnegie Training September 1992 - September 1993
Skills
Press Releases, Public Speaking, Public Relations, Media Relations, Marketing Strategy, Leadership, Nonprofits, Integrated Marketing, Strategic Communications, Coaching, Strategic Planning, Sales, Corporate Communications, New Business Development, Event Planning, Social Media, Teaching, Fundraising, Event Management, Community Outreach, Marketing, Strategy, Social Networking, Social Media Marketing
Education
University of Richmond
Bachelor of Arts (B.A.), Economics and French
University of Richmond
Heather Spritzky's Fidelity Investments Experience October 2010 - Present
Job Director, Product and Service Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Education
University of South Carolina-Columbia
BS
Fidelity Investments October 2010 - Present
Education
University of South Carolina-Columbia
BS
Nicholas DeJohn, CFP's Fidelity Investments Experience April 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments April 2015 - April 2015
Fidelity Investments 2012 - March 2015
Fidelity Investments 2011 - 2012
Advisors Asset Management, Inc. 2011 - 2011
Michael Oana Retirement Planning 2010 - 2011
University of South Carolina 2010 - 2010
Education
University of South Carolina - The Moore School of Business
Bachelor of Science (BS), Finance
University of South Carolina - The Moore School of Business
Bachelor of Science (BS), Economics
Fidelity Investments April 2015 - Present
Fidelity Investments April 2015 - April 2015
Fidelity Investments 2012 - March 2015
Fidelity Investments 2011 - 2012
Advisors Asset Management, Inc. 2011 - 2011
Michael Oana Retirement Planning 2010 - 2011
University of South Carolina 2010 - 2010
Education
University of South Carolina - The Moore School of Business
Bachelor of Science (BS), Finance
University of South Carolina - The Moore School of Business
Bachelor of Science (BS), Economics
Heather Keever, SPHR's Fidelity Investments Experience May 2007 - February 2008
Job HR Consultant | SPHR Certified | Masters in Human Resources |
Industry Government Administration
Experience
S.C. Department of Administration, Division of State Human Resources July 2014 - Present
SC Department of Transportation February 2014 - July 2014
SC Budget and Control Board's Human Resources Division May 2013 - January 2014
SC Budget and Control Board's Human Resources Division March 2008 - April 2013
Fidelity Investments May 2007 - February 2008
Fidelity Investments March 2005 - April 2007
Fidelity Investments June 2004 - March 2005
Skills
Benefits Administration, HRIS, Employee Relations, Mediation, Arbitration, Human Resources..., Training, Workforce Planning, Knowledge Management, Human Resources, Performance Management, Compensation & Benefit, Recruitments, Employment Law, Oracle HR, SAP HR, Microsoft Office, E-recruitment
Education
University of South Carolina - The Moore School of Business 2002 — 2004
MHR, Human Resources
University of South Carolina
Bachelor of Arts, Psychology
S.C. Department of Administration, Division of State Human Resources July 2014 - Present
SC Department of Transportation February 2014 - July 2014
SC Budget and Control Board's Human Resources Division May 2013 - January 2014
SC Budget and Control Board's Human Resources Division March 2008 - April 2013
Fidelity Investments May 2007 - February 2008
Fidelity Investments March 2005 - April 2007
Fidelity Investments June 2004 - March 2005
Skills
Benefits Administration, HRIS, Employee Relations, Mediation, Arbitration, Human Resources..., Training, Workforce Planning, Knowledge Management, Human Resources, Performance Management, Compensation & Benefit, Recruitments, Employment Law, Oracle HR, SAP HR, Microsoft Office, E-recruitment
Education
University of South Carolina - The Moore School of Business 2002 — 2004
MHR, Human Resources
University of South Carolina
Bachelor of Arts, Psychology
Jennifer Wehle's Fidelity Investments Experience July 1998 - February 2004
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments July 1998 - February 2004
Hogan & Hartson February 1995 - June 1998
Education
University of Rochester 1990 — 1994
BA, Mathematics and Statistics
Fidelity Investments July 1998 - February 2004
Hogan & Hartson February 1995 - June 1998
Education
University of Rochester 1990 — 1994
BA, Mathematics and Statistics
Abigail Murray's Fidelity Investments Experience March 2000 - July 2006
Job Attorney at Murray & Rouvina, PLC
Industry Law Practice
Experience
Murray & Rouvina, PLC August 2014 - Present
Vedder Price, P.C. September 2007 - August 2014
Investors Bank & Trust Company (currently, State Street Bank & Trust Company) July 2006 - August 2007
Fidelity Investments March 2000 - July 2006
Skills
Legal Research, Legal Writing, Mutual Funds
Education
University of Richmond School of Law 1996 — 1999
Juris Doctor (J.D.)
Western Michigan University 1993 — 1996
Bachelor's Degree
Murray & Rouvina, PLC August 2014 - Present
Vedder Price, P.C. September 2007 - August 2014
Investors Bank & Trust Company (currently, State Street Bank & Trust Company) July 2006 - August 2007
Fidelity Investments March 2000 - July 2006
Skills
Legal Research, Legal Writing, Mutual Funds
Education
University of Richmond School of Law 1996 — 1999
Juris Doctor (J.D.)
Western Michigan University 1993 — 1996
Bachelor's Degree
Steven Tolpa's Fidelity Investments Experience December 2012 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Skills
Event Management, Sports, Customer Service, Microsoft Office, Microsoft Excel
Education
University of San Diego
Accounting
Fidelity Investments December 2012 - Present
Skills
Event Management, Sports, Customer Service, Microsoft Office, Microsoft Excel
Education
University of San Diego
Accounting
Peter Huy Mai's Fidelity Investments Experience February 2008 - December 2013
Job Senior Channel Analyst at BB&T
Industry Financial Services
Experience
BB&T December 2013 - Present
Fidelity Investments February 2008 - December 2013
Railinc November 2006 - February 2008
LendingTree November 2005 - November 2006
DITECH.COM September 2004 - November 2005
SCHWAB RETIREMENT TECHNOLOGIES, NC November 2001 - October 2003
Skills
Strong organizational..., Solid understanding of..., Ability to work..., Strong verbal and..., Ability to work on..., Skilled at translating..., User Acceptance Testing, Business Requirements, Business Intelligence, Project Management, SQL, Requirements Gathering, SDLC, Testing, Business, Vendor Management, Software Documentation, Quality Assurance
Education
University of South Alabama
BS, Finance, General
BB&T December 2013 - Present
Fidelity Investments February 2008 - December 2013
Railinc November 2006 - February 2008
LendingTree November 2005 - November 2006
DITECH.COM September 2004 - November 2005
SCHWAB RETIREMENT TECHNOLOGIES, NC November 2001 - October 2003
Skills
Strong organizational..., Solid understanding of..., Ability to work..., Strong verbal and..., Ability to work on..., Skilled at translating..., User Acceptance Testing, Business Requirements, Business Intelligence, Project Management, SQL, Requirements Gathering, SDLC, Testing, Business, Vendor Management, Software Documentation, Quality Assurance
Education
University of South Alabama
BS, Finance, General
David Tindall's Fidelity Investments Experience March 2007 - May 2008
Job Retirements Counselor at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2014 - Present
PHH Mortgage Services April 2012 - December 2013
United Services Automobile Associates March 2011 - August 2011
Fidelity Investments March 2007 - May 2008
Franklin Templeton Distributors January 2000 - September 2004
Franklin Templeton Investor Services October 1997 - December 1999
Franklin Templeton Investor Services January 1995 - September 1997
Little Professor Book Center May 1989 - January 1994
Skills
Finance, Sales, Strategic Planning, Mutual Funds, Coaching, Sales Management, Call Centers, Loans, Mortgage Lending, Customer Service, Financial Markets
Education
University of South Florida - College of Business Administration 1986 — 1993
Bachelor of Science (BS), Finance
Transamerica Retirement Solutions February 2014 - Present
PHH Mortgage Services April 2012 - December 2013
United Services Automobile Associates March 2011 - August 2011
Fidelity Investments March 2007 - May 2008
Franklin Templeton Distributors January 2000 - September 2004
Franklin Templeton Investor Services October 1997 - December 1999
Franklin Templeton Investor Services January 1995 - September 1997
Little Professor Book Center May 1989 - January 1994
Skills
Finance, Sales, Strategic Planning, Mutual Funds, Coaching, Sales Management, Call Centers, Loans, Mortgage Lending, Customer Service, Financial Markets
Education
University of South Florida - College of Business Administration 1986 — 1993
Bachelor of Science (BS), Finance
Alastair Johnson's Fidelity Investments Experience December 2005 - June 2007
Job Operations Support Data Management
Industry Financial Services
Experience
SS&C GlobeOp November 2008 - December 2012
SS&C GlobeOp February 2008 - November 2008
SS&C GlobeOp June 2007 - February 2008
Fidelity Investments December 2005 - June 2007
Fidelity Investments May 1998 - December 2005
Fidelity Brokerage Ltd February 1998 - May 1998
Wasps August 1996 - May 1998
Skills
Microsoft Excel, MS Excel Pivot Tables, Lookups, VBA, Microsoft Office, Microsoft SQL Server, Bloomberg Terminal, Access
Education
University of Roehampton 1993 — 1997
Bachelor's degree, Business Studies, 2:2
SS&C GlobeOp November 2008 - December 2012
SS&C GlobeOp February 2008 - November 2008
SS&C GlobeOp June 2007 - February 2008
Fidelity Investments December 2005 - June 2007
Fidelity Investments May 1998 - December 2005
Fidelity Brokerage Ltd February 1998 - May 1998
Wasps August 1996 - May 1998
Skills
Microsoft Excel, MS Excel Pivot Tables, Lookups, VBA, Microsoft Office, Microsoft SQL Server, Bloomberg Terminal, Access
Education
University of Roehampton 1993 — 1997
Bachelor's degree, Business Studies, 2:2
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank