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
Vickie Richard Vickie Richard's Fidelity Investments Experience October 2007 - February 2009
Job EDI Billing Analyst at LabCorp
Industry Health, Wellness and Fitness
Experience
LabCorp March 2010 - Present
Fidelity Investments October 2007 - February 2009
Veritude 2007 - 2008
LabCorp 1999 - 2007
VF Corporation August 1998 - May 1999
Sara Lee Hosiery 1988 - 1998
Skills
COBOL, SDLC, TSO, Visio, EDI, CICS, JCL, Software Documentation, DB2, Access, Requirements Analysis, SQL, Systems Analysis, Databases, Data Warehousing, Process Improvement, Business Analysis
Education
Alamance Community College 2014 — 2015
Lean Six Sigma Black Belt
Alamance Community College 2009 — 2011
Certification, Lean Six Sigma Green Belt
Gardner-Webb University 2007 — 2009
BS, Business Administration
Wake Technical Community College 1986 — 1988
AAS, Computer Programming
Wake Technical Community College 1980 — 1981
Nursing
LabCorp March 2010 - Present
Fidelity Investments October 2007 - February 2009
Veritude 2007 - 2008
LabCorp 1999 - 2007
VF Corporation August 1998 - May 1999
Sara Lee Hosiery 1988 - 1998
Skills
COBOL, SDLC, TSO, Visio, EDI, CICS, JCL, Software Documentation, DB2, Access, Requirements Analysis, SQL, Systems Analysis, Databases, Data Warehousing, Process Improvement, Business Analysis
Education
Alamance Community College 2014 — 2015
Lean Six Sigma Black Belt
Alamance Community College 2009 — 2011
Certification, Lean Six Sigma Green Belt
Gardner-Webb University 2007 — 2009
BS, Business Administration
Wake Technical Community College 1986 — 1988
AAS, Computer Programming
Wake Technical Community College 1980 — 1981
Nursing
Sharon Coleman M.S., Sharon Coleman M.S.,'s Fidelity Investments Experience August 2013 - May 2014
Job Product Manager at Fidelity Investments
Industry Financial Services
Experience
Girl Scouts of the USA January 2014 - Present
Fidelity Investments August 2013 - May 2014
RR Donnelley November 2012 - May 2013
BNY Mellon October 2006 - November 2011
JPMorgan Chase January 2002 - October 2006
Skills
Microsoft Office, Customer Service, Word, Excel, Customer Relations, Research, PowerPoint, Writing, Problem Solving, Administration, Teaching, Event Management, Negotiation, Windows, Inventory Management, Public Speaking, Analysis, Public Relations, Access, Outlook, Event Planning, Team Building, Retail, Coaching, Microsoft Excel, XBRL, HTML, Financial Analysis, Recruiting, Microsoft Word, Accounting, Financial Reporting, Process Improvement
Education
Amberton University 2006 — 2007
Master of Science Human Relation, Business
Prairie View A&M University 1981 — 1985
Bachelor Of Business Administration, Marketing
Girl Scouts of the USA January 2014 - Present
Fidelity Investments August 2013 - May 2014
RR Donnelley November 2012 - May 2013
BNY Mellon October 2006 - November 2011
JPMorgan Chase January 2002 - October 2006
Skills
Microsoft Office, Customer Service, Word, Excel, Customer Relations, Research, PowerPoint, Writing, Problem Solving, Administration, Teaching, Event Management, Negotiation, Windows, Inventory Management, Public Speaking, Analysis, Public Relations, Access, Outlook, Event Planning, Team Building, Retail, Coaching, Microsoft Excel, XBRL, HTML, Financial Analysis, Recruiting, Microsoft Word, Accounting, Financial Reporting, Process Improvement
Education
Amberton University 2006 — 2007
Master of Science Human Relation, Business
Prairie View A&M University 1981 — 1985
Bachelor Of Business Administration, Marketing
Henry Ham Henry Ham's Fidelity Investments Experience 2004 - 2007
Job Global ERP Production Support / Information Security / Client Systems
Industry Information Technology and Services
Experience
NCH Corporation June 2011 - Present
United States Air Force May 2011 - Present
Grand Prairie Independent School District January 2007 - March 2011
Fidelity Investments 2004 - 2007
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
United States Air Force 1984 - 1996
Skills
Organization, Security Clearance, Software Installation, Leadership, Employee Benefits, Account Management, Security, Computer Hardware, Process Improvement, Networking, Troubleshooting, Customer Service, Management, Risk Management, Project Planning, Cross-functional Team..., Operating Systems, CRM, Strategy, Training, Human Resources, Microsoft Excel, Information Security, Information Technology, Technical Support, Military, Team Leadership, Integration, Coaching, Team Building, Program Management, IT Management, Disaster Recovery, Call Centers, Business Analysis, Vendor Management
Education
American InterContinental University 2005 — 2006
B.B.A.E., Business Administration Concentration Organizational Psychology
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.E.), Industrial and Organizational Psychology
NCH Corporation June 2011 - Present
United States Air Force May 2011 - Present
Grand Prairie Independent School District January 2007 - March 2011
Fidelity Investments 2004 - 2007
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
United States Air Force 1984 - 1996
Skills
Organization, Security Clearance, Software Installation, Leadership, Employee Benefits, Account Management, Security, Computer Hardware, Process Improvement, Networking, Troubleshooting, Customer Service, Management, Risk Management, Project Planning, Cross-functional Team..., Operating Systems, CRM, Strategy, Training, Human Resources, Microsoft Excel, Information Security, Information Technology, Technical Support, Military, Team Leadership, Integration, Coaching, Team Building, Program Management, IT Management, Disaster Recovery, Call Centers, Business Analysis, Vendor Management
Education
American InterContinental University 2005 — 2006
B.B.A.E., Business Administration Concentration Organizational Psychology
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.E.), Industrial and Organizational Psychology
Laura Marie Snead Laura Marie Snead's Fidelity Investments Experience May 2015 - Present
Job Licensed Financial Representative
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Elle Jay Writes January 2010 - Present
Waldorf Astoria Hotel July 2011 - July 2014
Waldorf Astoria Park City February 2014 - June 2014
FCS Community Management August 2013 - January 2014
Utah Telehealth Network October 2012 - May 2013
ABC Television January 2012 - February 2012
BCL Transcription January 2009 - February 2012
Hilton Corporation July 2011 - September 2011
Environmental Health Trust January 2011 - June 2011
Skills
Social Media, Pinterest, Facebook, Creative Writing, Proposal Writing, Editing, Transcription Services, Report Writing, News Writing, Training, Newsletters, WordPress, Online Marketing, Public Speaking, Research, Management, Press Releases, Social Networking, Blogging, Storytelling, Copywriting, Public Relations, SEO, Event Planning, Copy Editing, Social Media Marketing, Media Relations, Customer Service, Marketing, Writing
Education
Salt Lake Community College 2010 — 2011
AAS, Communications
Ambassador University 1990 — 1992
English
Fidelity Investments May 2015 - Present
Elle Jay Writes January 2010 - Present
Waldorf Astoria Hotel July 2011 - July 2014
Waldorf Astoria Park City February 2014 - June 2014
FCS Community Management August 2013 - January 2014
Utah Telehealth Network October 2012 - May 2013
ABC Television January 2012 - February 2012
BCL Transcription January 2009 - February 2012
Hilton Corporation July 2011 - September 2011
Environmental Health Trust January 2011 - June 2011
Skills
Social Media, Pinterest, Facebook, Creative Writing, Proposal Writing, Editing, Transcription Services, Report Writing, News Writing, Training, Newsletters, WordPress, Online Marketing, Public Speaking, Research, Management, Press Releases, Social Networking, Blogging, Storytelling, Copywriting, Public Relations, SEO, Event Planning, Copy Editing, Social Media Marketing, Media Relations, Customer Service, Marketing, Writing
Education
Salt Lake Community College 2010 — 2011
AAS, Communications
Ambassador University 1990 — 1992
English
Lisa Richardson Lisa Richardson's Fidelity Investments Experience November 2013 - Present
Job Principal Designer at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments November 2013 - Present
SapientNitro May 2011 - November 2013
EchoDitto June 2010 - March 2011
WhippleHill Communications December 2005 - June 2010
Portrait Design Photography August 2005 - December 2005
Pennyhorse Advertising 2004 - 2004
Skills
User Interface Design, InDesign, Dreamweaver, Illustrator, Creative Direction, Wordpress, Photoshop, Graphic Design, Graphics, WordPress, Advertising, CSS, Brochures, Photography, E-commerce, Interaction Design, Information Architecture, Social Media, User Experience, HTML 5, User Experience Design, Illustration, Web Development, Mac, User Interface, Typography, Art Direction, Adobe Fireworks, Adobe Creative Suite, Web Design, Logo Design, Layout
Education
University of Massachusetts Lowell 2009 — 2009
web development
Alfred University 2001 — 2005
BFA, Graphic Design
Fidelity Investments November 2013 - Present
SapientNitro May 2011 - November 2013
EchoDitto June 2010 - March 2011
WhippleHill Communications December 2005 - June 2010
Portrait Design Photography August 2005 - December 2005
Pennyhorse Advertising 2004 - 2004
Skills
User Interface Design, InDesign, Dreamweaver, Illustrator, Creative Direction, Wordpress, Photoshop, Graphic Design, Graphics, WordPress, Advertising, CSS, Brochures, Photography, E-commerce, Interaction Design, Information Architecture, Social Media, User Experience, HTML 5, User Experience Design, Illustration, Web Development, Mac, User Interface, Typography, Art Direction, Adobe Fireworks, Adobe Creative Suite, Web Design, Logo Design, Layout
Education
University of Massachusetts Lowell 2009 — 2009
web development
Alfred University 2001 — 2005
BFA, Graphic Design
Boshra Kargar Boshra Kargar's Fidelity Investments Experience December 2013 - January 2014
Job Statistician _ Decision Analytics / Risk Management
Industry Financial Services
Experience
GM Financial May 2015 - Present
University of Texas at Dallas November 2014 - Present
USHealth Group May 2014 - October 2014
GM Financial April 2014 - May 2014
Self Employed January 2001 - April 2014
Fidelity Investments December 2013 - January 2014
TJ Maxx January 2012 - September 2012
Allameh Tabatabaie University / Alzahra University January 2000 - August 2012
Pan-Pack (comparable to Tropicana juice with $4 Billion annual revenue) June 2009 - October 2011
Skills
Statistics, Data Analysis, Time Management, Interviews, Microsoft Excel, Microsoft Word, Microsoft Office, Economics, Analysis, Training, PowerPoint, Management, Access, Research, Risk Management, Financial Analysis, Finance, Applied Mathematics, Financial Risk, Actuaries, Econometrics, SPSS, Leadership, Analytical Skills, Team Leadership, Financial Reporting, Critical Thinking, Operations Research, Pricing, Data Mining, Actuarial Exams, P/1, Accounting, SAS, Insurance, Public Speaking, Financial Modeling, Strategic Planning
Education
The University of Texas at Dallas 2012 — 2013
Master of Science (MS), Economics, 3.6
Alzahra University 2001 — 2006
Bachelor of Science (BS), Mathematics, 3.4
GM Financial May 2015 - Present
University of Texas at Dallas November 2014 - Present
USHealth Group May 2014 - October 2014
GM Financial April 2014 - May 2014
Self Employed January 2001 - April 2014
Fidelity Investments December 2013 - January 2014
TJ Maxx January 2012 - September 2012
Allameh Tabatabaie University / Alzahra University January 2000 - August 2012
Pan-Pack (comparable to Tropicana juice with $4 Billion annual revenue) June 2009 - October 2011
Skills
Statistics, Data Analysis, Time Management, Interviews, Microsoft Excel, Microsoft Word, Microsoft Office, Economics, Analysis, Training, PowerPoint, Management, Access, Research, Risk Management, Financial Analysis, Finance, Applied Mathematics, Financial Risk, Actuaries, Econometrics, SPSS, Leadership, Analytical Skills, Team Leadership, Financial Reporting, Critical Thinking, Operations Research, Pricing, Data Mining, Actuarial Exams, P/1, Accounting, SAS, Insurance, Public Speaking, Financial Modeling, Strategic Planning
Education
The University of Texas at Dallas 2012 — 2013
Master of Science (MS), Economics, 3.6
Alzahra University 2001 — 2006
Bachelor of Science (BS), Mathematics, 3.4
Collin Doyle Collin Doyle's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry
Experience
Fidelity Investments July 2015 - Present
University of North Florida August 2014 - May 2015
U.S. House of Representatives May 2014 - July 2014
RuffaloCODY January 2014 - April 2014
Chartwells Higher Education Dining Services July 2012 - April 2013
McDonald's Corporation August 2010 - August 2011
Skills
Public Speaking, Microsoft Office, Teamwork, Customer Service, Research, Social Media, Microsoft Excel, Microsoft Word, English, PowerPoint, Photoshop
Education
University of North Florida 2011 — 2015
Bachelor's degree, Political Science and Economics
Al Akhawayn University 2013 — 2013
Middle Eastern Politics
Park Vista Community High School 2007 — 2011
High School
Fidelity Investments July 2015 - Present
University of North Florida August 2014 - May 2015
U.S. House of Representatives May 2014 - July 2014
RuffaloCODY January 2014 - April 2014
Chartwells Higher Education Dining Services July 2012 - April 2013
McDonald's Corporation August 2010 - August 2011
Skills
Public Speaking, Microsoft Office, Teamwork, Customer Service, Research, Social Media, Microsoft Excel, Microsoft Word, English, PowerPoint, Photoshop
Education
University of North Florida 2011 — 2015
Bachelor's degree, Political Science and Economics
Al Akhawayn University 2013 — 2013
Middle Eastern Politics
Park Vista Community High School 2007 — 2011
High School
Michael Gerges Michael Gerges's Fidelity Investments Experience June 2015 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments May 2013 - Present
American Airlines June 2011 - April 2013
American Airlines June 2010 - June 2011
American Airlines 2010 - April 2010
Skills
Java, Sun Certified Java..., Oracle, JAXB, Java RMI, J2EE Web Services, WSDL, SOAP, RESTful WebServices, RDBMS, SQL, JDBC, JNDI, EJB, JMS, SpringSource, Spring DI, Spring Integration, Log4j, Java Web Services, Swing, OAuth, WebSphere Application..., Apache Commons, Tomcat, DataPower, SoapUI, Ant, Maven, RAD, Eclipse, JPA, NetBeans, Social Networking, Linux, Windows, Solaris, Shell Scripting, Software Engineering, Weblogic, Websphere, REST, Spring, Hibernate, Java Enterprise Edition, OOP, SOA, JSP
Education
L.S.U. 2007 — 2009
Bachelor of Science (B.S.), Computer Science
Alexandria University 2001 — 2005
Bachelor's degree, Naval Architecture and Marine Engineering
Fidelity Investments June 2015 - Present
Fidelity Investments May 2013 - Present
American Airlines June 2011 - April 2013
American Airlines June 2010 - June 2011
American Airlines 2010 - April 2010
Skills
Java, Sun Certified Java..., Oracle, JAXB, Java RMI, J2EE Web Services, WSDL, SOAP, RESTful WebServices, RDBMS, SQL, JDBC, JNDI, EJB, JMS, SpringSource, Spring DI, Spring Integration, Log4j, Java Web Services, Swing, OAuth, WebSphere Application..., Apache Commons, Tomcat, DataPower, SoapUI, Ant, Maven, RAD, Eclipse, JPA, NetBeans, Social Networking, Linux, Windows, Solaris, Shell Scripting, Software Engineering, Weblogic, Websphere, REST, Spring, Hibernate, Java Enterprise Edition, OOP, SOA, JSP
Education
L.S.U. 2007 — 2009
Bachelor of Science (B.S.), Computer Science
Alexandria University 2001 — 2005
Bachelor's degree, Naval Architecture and Marine Engineering
Tonji Lewis Tonji Lewis's Fidelity Investments Experience September 2011 - June 2015
Job Instructional Designer | Trainer | Learning and Sales Consultant
Industry Financial Services
Experience
Aetna June 2015 - Present
Scentsy, Inc. April 2011 - Present
Fidelity Investments September 2011 - June 2015
Fidelity Investments March 2004 - September 2011
Fidelity Investments January 2001 - January 2004
JP Morgan Chase January 2000 - January 2001
State Farm Insurance January 1998 - January 2000
Skills
Employee Training, Blended Learning..., Insurance, Sales, Customer Service, Instructional Design, Training Delivery, Investments, Financial Services, Process Improvement
Education
Amberton University 2007 — 2010
MBA, Strategic Leadership
Southwest Texas State University 1992 — 1994
BBA, Computer Information Systems
The University of Texas at Austin 1989 — 1992
None, Business
Aetna June 2015 - Present
Scentsy, Inc. April 2011 - Present
Fidelity Investments September 2011 - June 2015
Fidelity Investments March 2004 - September 2011
Fidelity Investments January 2001 - January 2004
JP Morgan Chase January 2000 - January 2001
State Farm Insurance January 1998 - January 2000
Skills
Employee Training, Blended Learning..., Insurance, Sales, Customer Service, Instructional Design, Training Delivery, Investments, Financial Services, Process Improvement
Education
Amberton University 2007 — 2010
MBA, Strategic Leadership
Southwest Texas State University 1992 — 1994
BBA, Computer Information Systems
The University of Texas at Austin 1989 — 1992
None, Business
Donald Porzio Donald Porzio's Fidelity Investments Experience November 1992 - December 2012
Job Experienced Marketing Executive
Industry Financial Services
Experience
Fidelity Investments November 1992 - December 2012
Fidelity Investments January 1998 - July 2007
Skills
Institutional Marketing, 401k, Defined Contribution, 403 b, Defined Benefit, Product Marketing, Financial Wellness, Cash Management, Multi-channel Marketing, Product Strategy, Registered Investment..., Cross-functional Team..., Product Management, Strategy, Integrated Marketing, Marketing Strategy, Direct Marketing, Marketing Management, Financial Services, Mutual Funds, Marketing Communications, CRM, Product Development, Segmentation, Marketing, Strategic Partnerships, Lead Generation, Analytics, Customer Relations, Product Life Cycle..., Thought Leadership, Market Research, Sales Operations, Retirement Planning, Channel Management, P&L Management, Sales Support, Vendor Management, B2B, Channel Partners, Customer Service, Product Lifecycle..., Legal Compliance, Social Media Marketing, Facebook Marketing, Digital Media, Media Relations
Education
Adelphi University 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Fidelity Investments November 1992 - December 2012
Fidelity Investments January 1998 - July 2007
Skills
Institutional Marketing, 401k, Defined Contribution, 403 b, Defined Benefit, Product Marketing, Financial Wellness, Cash Management, Multi-channel Marketing, Product Strategy, Registered Investment..., Cross-functional Team..., Product Management, Strategy, Integrated Marketing, Marketing Strategy, Direct Marketing, Marketing Management, Financial Services, Mutual Funds, Marketing Communications, CRM, Product Development, Segmentation, Marketing, Strategic Partnerships, Lead Generation, Analytics, Customer Relations, Product Life Cycle..., Thought Leadership, Market Research, Sales Operations, Retirement Planning, Channel Management, P&L Management, Sales Support, Vendor Management, B2B, Channel Partners, Customer Service, Product Lifecycle..., Legal Compliance, Social Media Marketing, Facebook Marketing, Digital Media, Media Relations
Education
Adelphi University 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Taylor El-Ani Taylor El-Ani's Fidelity Investments Experience April 2015 - Present
Job Investment Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments June 2013 - October 2014
Allegheny College/VITA/IRS January 2012 - April 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Teamwork, Time Management, Microsoft Office, Microsoft Word, Economics, Social Media, Research, Critical Thinking, Financial Analysis, Public Speaking, Team Leadership, Data Analysis, Leadership, Event Planning, Spanish, Stock Management, Marketing, Sports Marketing, Financial Management...
Education
Allegheny College 2009 — 2013
Bachelor of Science, Economics
Brighton High School 2005 — 2009
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments June 2013 - October 2014
Allegheny College/VITA/IRS January 2012 - April 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Teamwork, Time Management, Microsoft Office, Microsoft Word, Economics, Social Media, Research, Critical Thinking, Financial Analysis, Public Speaking, Team Leadership, Data Analysis, Leadership, Event Planning, Spanish, Stock Management, Marketing, Sports Marketing, Financial Management...
Education
Allegheny College 2009 — 2013
Bachelor of Science, Economics
Brighton High School 2005 — 2009
Jeremy Moon Jeremy Moon's Fidelity Investments Experience August 2013 - Present
Job Tax Director at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments August 2013 - Present
KPMG LLP September 2007 - August 2013
Ford Motor Company 2008 - 2008
General Electric Company June 2006 - April 2007
New York State Department of Tax and Finance August 2005 - April 2006
Skills
Tax, Corporate Tax, Income Tax, Transfer Pricing, Tax Research, Tax Law, State Tax, Tax Accounting, Due Diligence
Education
Albany Law School of Union University 2004 — 2007
J.D., Juris Doctor
Saginaw Valley State University 1999 — 2004
B.B.A., Finance
Fidelity Investments August 2013 - Present
KPMG LLP September 2007 - August 2013
Ford Motor Company 2008 - 2008
General Electric Company June 2006 - April 2007
New York State Department of Tax and Finance August 2005 - April 2006
Skills
Tax, Corporate Tax, Income Tax, Transfer Pricing, Tax Research, Tax Law, State Tax, Tax Accounting, Due Diligence
Education
Albany Law School of Union University 2004 — 2007
J.D., Juris Doctor
Saginaw Valley State University 1999 — 2004
B.B.A., Finance
Saeed Shomali Saeed Shomali's Fidelity Investments Experience June 2013 - Present
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Allegheny College April 2010 - May 2013
Fidelity Investments May 2012 - August 2012
Ainsworth Pet Nutrition September 2011 - December 2011
Comcast July 2010 - August 2010
Skills
Entrepreneurship, Client Facing Skills, Farsi, Chef, Basketball, Soccer, Hiking, Car Enthusiast, Research, Economics, Stata, Spanish, Data Analysis, Customer Service, Event Planning
Education
Allegheny College 2009 — 2013
Economics, Senior
Fidelity Investments June 2013 - Present
Allegheny College April 2010 - May 2013
Fidelity Investments May 2012 - August 2012
Ainsworth Pet Nutrition September 2011 - December 2011
Comcast July 2010 - August 2010
Skills
Entrepreneurship, Client Facing Skills, Farsi, Chef, Basketball, Soccer, Hiking, Car Enthusiast, Research, Economics, Stata, Spanish, Data Analysis, Customer Service, Event Planning
Education
Allegheny College 2009 — 2013
Economics, Senior
Edward Maynard Edward Maynard's Fidelity Investments Experience May 1994 - August 1995
Job Sr. Vice President, AIF at Cox Financial Corp.
Industry Financial Services
Experience
Cox Financial Corp. August 1995 - Present
Fidelity Investments May 1994 - August 1995
Skills
401k, Investments, Estate Planning, Wealth Management, Defined Contribution, Defined Benefit, Deferred Compensation, Disability Insurance, Strategic Financial..., Mutual Funds, Executive Pay, Retirement, Retirement Planning, Series 7, Mortgage Lending, Insurance, Loans, Underwriting, Residential Mortgages, Securities, Series 63, Director & Officer..., Diversity Spend...
Education
Allegheny College 1990 — 1994
Bachelor of Arts (BA), Economics
Cox Financial Corp. August 1995 - Present
Fidelity Investments May 1994 - August 1995
Skills
401k, Investments, Estate Planning, Wealth Management, Defined Contribution, Defined Benefit, Deferred Compensation, Disability Insurance, Strategic Financial..., Mutual Funds, Executive Pay, Retirement, Retirement Planning, Series 7, Mortgage Lending, Insurance, Loans, Underwriting, Residential Mortgages, Securities, Series 63, Director & Officer..., Diversity Spend...
Education
Allegheny College 1990 — 1994
Bachelor of Arts (BA), Economics
Kevin Byrne,CFA Kevin Byrne,CFA's Fidelity Investments Experience August 2010 - June 2015
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments August 2010 - June 2015
Convergex April 2006 - September 2010
JP Morgan Chase 2002 - 2006
JPMorgan Chase 2002 - 2006
Instinet Corporation 1998 - 2002
Education
Stony Brook University 1981 — 1985
Adelphi University
MBA, Finance
Fidelity Investments August 2010 - June 2015
Convergex April 2006 - September 2010
JP Morgan Chase 2002 - 2006
JPMorgan Chase 2002 - 2006
Instinet Corporation 1998 - 2002
Education
Stony Brook University 1981 — 1985
Adelphi University
MBA, Finance
Aaron Higley Aaron Higley's Fidelity Investments Experience May 2000 - May 2001
Job Director M&A Advisory at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers LLP July 2010 - Present
PricewaterhouseCoopers LLP November 2004 - June 2010
PricewaterhouseCoopers June 2001 - October 2004
Fidelity Investments May 2000 - May 2001
Skills
Due Diligence, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Mergers, Financial Analysis, Accounting, Business Valuation, IFRS, US GAAP, IPO, SEC filings, Auditing, Valuation, Private Equity, Mergers & Acquisitions
Education
Manchester Business School 2007 — 2010
Masters of Business Administration, Graduated with Distinction
Brigham Young University 1997 — 2000
Bachelor of Arts (B.A.), Economics
PricewaterhouseCoopers LLP July 2010 - Present
PricewaterhouseCoopers LLP November 2004 - June 2010
PricewaterhouseCoopers June 2001 - October 2004
Fidelity Investments May 2000 - May 2001
Skills
Due Diligence, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Mergers, Financial Analysis, Accounting, Business Valuation, IFRS, US GAAP, IPO, SEC filings, Auditing, Valuation, Private Equity, Mergers & Acquisitions
Education
Manchester Business School 2007 — 2010
Masters of Business Administration, Graduated with Distinction
Brigham Young University 1997 — 2000
Bachelor of Arts (B.A.), Economics
Tomilayo Ogungbamigbe Tomilayo Ogungbamigbe's Fidelity Investments Experience April 2015 - Present
Job Electronic Response Representative at Fidelity Investments
Industry International Affairs
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments February 2014 - March 2015
Georgia General Assembly January 2012 - December 2013
Decatur Public Schools August 2010 - May 2013
Decatur Public Schools August 2009 - April 2013
The Carter Center 2013 - 2013
Skills
Research, Grant Writing, Public Speaking, PowerPoint, Community Outreach, Event Planning, Editing, Higher Education, Tutoring, Teaching, Curriculum Design
Education
Agnes Scott College 2009 — 2013
Bachelor of Arts (BA), International Relations and Affairs
Fidelity Investments April 2015 - Present
Fidelity Investments February 2014 - March 2015
Georgia General Assembly January 2012 - December 2013
Decatur Public Schools August 2010 - May 2013
Decatur Public Schools August 2009 - April 2013
The Carter Center 2013 - 2013
Skills
Research, Grant Writing, Public Speaking, PowerPoint, Community Outreach, Event Planning, Editing, Higher Education, Tutoring, Teaching, Curriculum Design
Education
Agnes Scott College 2009 — 2013
Bachelor of Arts (BA), International Relations and Affairs
Brian McCullough Brian McCullough's Fidelity Investments Experience February 2012 - Present
Job Premium Services Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
inVentiv Health March 2009 - December 2009
Merck & Co. August 2004 - March 2009
Cendant February 2002 - August 2004
S Mortgage October 2001 - February 2002
Progressive Insurance Co August 1996 - September 2001
Enterprise Rent-A-Car March 1993 - August 1996
Skills
Sales, New Business Development, Market Planning, Account Management, Customer Service, Selling, Negotiation, Cardiology, Management, Cold Calling, Profit, Pharmaceutical Sales, Marketing
Education
Albany State University
B.S, Accounting
Gibbs Sr. High School 1984 — 1987
Fidelity Investments February 2012 - Present
inVentiv Health March 2009 - December 2009
Merck & Co. August 2004 - March 2009
Cendant February 2002 - August 2004
S Mortgage October 2001 - February 2002
Progressive Insurance Co August 1996 - September 2001
Enterprise Rent-A-Car March 1993 - August 1996
Skills
Sales, New Business Development, Market Planning, Account Management, Customer Service, Selling, Negotiation, Cardiology, Management, Cold Calling, Profit, Pharmaceutical Sales, Marketing
Education
Albany State University
B.S, Accounting
Gibbs Sr. High School 1984 — 1987
Wayne Moles Wayne Moles's Fidelity Investments Experience October 2009 - April 2011
Job Marketing Manager at Beeline
Industry Marketing and Advertising
Experience
Beeline September 2014 - Present
GentryArts October 2012 - Present
GE Energy April 2011 - October 2012
Fidelity Investments October 2009 - April 2011
GE Aviation Systems (Unison Industries) October 2005 - June 2009
M.I.7 Consulting 2004 - 2005
Interpublic Group 2001 - 2004
Asian Advertisers USA 1990 - 2001
Asian Advertisers/Tokyo 1987 - 1990
Skills
Marketing Communications, Advertising, Integrated Marketing, Public Relations, B2B, Creative Development, Trade Shows, Direct Marketing, Digital Marketing, Corporate Communications, Brand Development, Marketing Strategy, Promotions, Account Management, Internal Communications, Event Management, Marketing Management, Marketing Research, Email Marketing, New Business Development, Market Research, Copywriting, Public Speaking, Media Planning, Business Strategy, Creative Direction, Brand Management, Digital Strategy, Team Building, Digital Media, Marketing, Leadership, Strategic Communications, Media Relations, Management, Online Marketing, Team Leadership, Social Media Marketing, Online Advertising, Market Planning, Corporate Branding, B2B Marketing, Lead Generation, Product Marketing, Strategic Partnerships, Competitive Analysis, SEO, Social Media, E-commerce, Social Networking
Education
American College of Greece 1975 — 1976
International MBA program.
University of Nebraska-Lincoln 1964 — 1969
BA, Journalism
Beeline September 2014 - Present
GentryArts October 2012 - Present
GE Energy April 2011 - October 2012
Fidelity Investments October 2009 - April 2011
GE Aviation Systems (Unison Industries) October 2005 - June 2009
M.I.7 Consulting 2004 - 2005
Interpublic Group 2001 - 2004
Asian Advertisers USA 1990 - 2001
Asian Advertisers/Tokyo 1987 - 1990
Skills
Marketing Communications, Advertising, Integrated Marketing, Public Relations, B2B, Creative Development, Trade Shows, Direct Marketing, Digital Marketing, Corporate Communications, Brand Development, Marketing Strategy, Promotions, Account Management, Internal Communications, Event Management, Marketing Management, Marketing Research, Email Marketing, New Business Development, Market Research, Copywriting, Public Speaking, Media Planning, Business Strategy, Creative Direction, Brand Management, Digital Strategy, Team Building, Digital Media, Marketing, Leadership, Strategic Communications, Media Relations, Management, Online Marketing, Team Leadership, Social Media Marketing, Online Advertising, Market Planning, Corporate Branding, B2B Marketing, Lead Generation, Product Marketing, Strategic Partnerships, Competitive Analysis, SEO, Social Media, E-commerce, Social Networking
Education
American College of Greece 1975 — 1976
International MBA program.
University of Nebraska-Lincoln 1964 — 1969
BA, Journalism
Dwayne Seafus Dwayne Seafus's Fidelity Investments Experience May 2009 - September 2014
Job Prep, Baker, Pantry at Yard House Restaurants
Industry Restaurants
Experience
Yard House Restaurants April 2015 - Present
The Ranch at Las Colinas February 2015 - March 2015
Yard House Restaurants September 2014 - February 2015
Fidelity Investments May 2009 - September 2014
Fidelity Investments December 2013 - July 2014
Fidelity Investments September 2007 - May 2009
NCO January 2005 - September 2007
Skills
Employee Benefits, Insurance, Customer Service, Microsoft Office, Photoshop, Management, Time Management, Illustrator, InDesign, Microsoft Excel, Public Speaking, Training, Team Leadership, Leadership, Outlook, Drawing, Data Entry, Graphic Design, Logo Design, Adobe Acrobat, OS X, Access, Customer Satisfaction, Windows, Research, Process Scheduler, PowerPoint, Process Improvement, Mac, Relationship Management, Microsoft Word, Uniform Combined State..., Marketing, Analysis, COBRA, Teamwork, Risk Management, Sales, Finance, Health Insurance, Social Networking, Payroll, Software Documentation, Typing, Excellent written and..., Cooking, Food Safety, Food Preparation
Education
Le Cordon Bleu College of Culinary Arts-Dallas 2014 — 2016
Associate's degree, Culinary Arts/Chef Training
American InterContinental University 2009 — 2010
Bachelor of Fine Arts, Web Design, 3.7
Alamance Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Graphic Design
Yard House Restaurants April 2015 - Present
The Ranch at Las Colinas February 2015 - March 2015
Yard House Restaurants September 2014 - February 2015
Fidelity Investments May 2009 - September 2014
Fidelity Investments December 2013 - July 2014
Fidelity Investments September 2007 - May 2009
NCO January 2005 - September 2007
Skills
Employee Benefits, Insurance, Customer Service, Microsoft Office, Photoshop, Management, Time Management, Illustrator, InDesign, Microsoft Excel, Public Speaking, Training, Team Leadership, Leadership, Outlook, Drawing, Data Entry, Graphic Design, Logo Design, Adobe Acrobat, OS X, Access, Customer Satisfaction, Windows, Research, Process Scheduler, PowerPoint, Process Improvement, Mac, Relationship Management, Microsoft Word, Uniform Combined State..., Marketing, Analysis, COBRA, Teamwork, Risk Management, Sales, Finance, Health Insurance, Social Networking, Payroll, Software Documentation, Typing, Excellent written and..., Cooking, Food Safety, Food Preparation
Education
Le Cordon Bleu College of Culinary Arts-Dallas 2014 — 2016
Associate's degree, Culinary Arts/Chef Training
American InterContinental University 2009 — 2010
Bachelor of Fine Arts, Web Design, 3.7
Alamance Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Graphic Design
Brittany Bowie Brittany Bowie's Fidelity Investments Experience January 2010 - June 2011
Job Client Service Associate at Western International Securities
Industry Financial Services
Experience
Western International Securities June 2012 - Present
Fidelity Investments January 2010 - June 2011
Waddell & Reed January 2008 - January 2010
Skills
Office Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Insurance, Investments, Mutual Funds, Administrative..., Asset Management, Financial Services, Outlook, Strategic Financial..., Equities, Social Media
Education
Allied American University
Fountain Valley
Western International Securities June 2012 - Present
Fidelity Investments January 2010 - June 2011
Waddell & Reed January 2008 - January 2010
Skills
Office Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Insurance, Investments, Mutual Funds, Administrative..., Asset Management, Financial Services, Outlook, Strategic Financial..., Equities, Social Media
Education
Allied American University
Fountain Valley
Harry Rivenburgh CFP® Harry Rivenburgh CFP®'s Fidelity Investments Experience June 1992 - June 2002
Job CERTIFIED FINANCIAL PLANNER® at Raymond James Financial Services, Inc. Member FINRA/ SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2007 - Present
AG Edwards and Sons August 2003 - February 2007
Fidelity Investments June 1992 - June 2002
Dean Witter Reynolds May 1983 - April 1989
Skills
Retirement, Estate Planning, Insurance, Retirement Planning, Series 7, Retirement Income..., Asset Allocation, Charitable Giving, Investment Advisory, Mutual Funds, 401k, Annuities, IRA's, Wealth Management, Wealth Transfer, Series 63, Investment Strategies, Stocks, Securities, Investments, Personal Finance, Wealth, Alternative Investments, Bonds, Long Term Care, Fixed Income, Portfolio Management, Equities, Options, Asset Management, Financial Planning, Asset, Money, Financial Markets, Investment Banking, Financial Advisory, Wealth Accumulation, Pensions, ETFs, Insurance Planning, High Net Worth..., Financial Advice, Annuity, Hedge Funds, FINRA, 401k Rollovers, Comprehensive Wealth..., Investment Products, Roth IRA, Private Wealth...
Education
Adelphi University
Northport HS
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2007 - Present
AG Edwards and Sons August 2003 - February 2007
Fidelity Investments June 1992 - June 2002
Dean Witter Reynolds May 1983 - April 1989
Skills
Retirement, Estate Planning, Insurance, Retirement Planning, Series 7, Retirement Income..., Asset Allocation, Charitable Giving, Investment Advisory, Mutual Funds, 401k, Annuities, IRA's, Wealth Management, Wealth Transfer, Series 63, Investment Strategies, Stocks, Securities, Investments, Personal Finance, Wealth, Alternative Investments, Bonds, Long Term Care, Fixed Income, Portfolio Management, Equities, Options, Asset Management, Financial Planning, Asset, Money, Financial Markets, Investment Banking, Financial Advisory, Wealth Accumulation, Pensions, ETFs, Insurance Planning, High Net Worth..., Financial Advice, Annuity, Hedge Funds, FINRA, 401k Rollovers, Comprehensive Wealth..., Investment Products, Roth IRA, Private Wealth...
Education
Adelphi University
Northport HS
Bob Hanley Bob Hanley's Fidelity Investments Experience 2000 - 2001
Job Vice President, Chief Human Resources Officer at The University of Chicago Medicine
Industry Human Resources
Experience
University of Chicago Medicine 2013 - Present
YP Holdings LLC 2012 - 2013
Brightpoint, Inc. 2009 - 2012
Cerberus Capital Management 2007 - 2009
The Scotts Miracle-Gro Company 2005 - 2007
United Stationers 2002 - 2004
U.S. Cellular 2001 - 2002
Fidelity Investments 2000 - 2001
Abbott Laboratories 1997 - 2000
Whirlpool Corporation 1994 - 1997
Skills
Succession Planning, Talent Management, Organizational Design, HRIS, Compensation, Performance Management, Executive Coaching, Executive Compensation, Recruitment/Retention, Change Management, Leadership Development, HR Strategy, HR Business Partnering, Global HR, Culture Change, Deferred Compensation, Human Resources, Mergers & Acquisitions, Private Equity, Leadership, Strategy, Workforce Planning, Executive Management, Management, Talent Acquisition, Employee Benefits, Employee Relations, Executive Pay, Personnel Management, Recruiting
Education
Adelphi University
MBA
Le Moyne College
B.A.
University of Chicago Medicine 2013 - Present
YP Holdings LLC 2012 - 2013
Brightpoint, Inc. 2009 - 2012
Cerberus Capital Management 2007 - 2009
The Scotts Miracle-Gro Company 2005 - 2007
United Stationers 2002 - 2004
U.S. Cellular 2001 - 2002
Fidelity Investments 2000 - 2001
Abbott Laboratories 1997 - 2000
Whirlpool Corporation 1994 - 1997
Skills
Succession Planning, Talent Management, Organizational Design, HRIS, Compensation, Performance Management, Executive Coaching, Executive Compensation, Recruitment/Retention, Change Management, Leadership Development, HR Strategy, HR Business Partnering, Global HR, Culture Change, Deferred Compensation, Human Resources, Mergers & Acquisitions, Private Equity, Leadership, Strategy, Workforce Planning, Executive Management, Management, Talent Acquisition, Employee Benefits, Employee Relations, Executive Pay, Personnel Management, Recruiting
Education
Adelphi University
MBA
Le Moyne College
B.A.
Bryan Crosby Bryan Crosby's Fidelity Investments Experience 2007 - 2010
Job Wealth Manager
Industry Financial Services
Experience
Efinity Financial 2010 - Present
Fidelity Investments 2007 - 2010
Mortgage Affiliates, Inc. 2001 - 2007
GM Mortgage & Enterprise Rent-a-Car 1990 - 2001
Education
Albion College 1985 — 1989
BA, Finance, Economics, Management
Efinity Financial 2010 - Present
Fidelity Investments 2007 - 2010
Mortgage Affiliates, Inc. 2001 - 2007
GM Mortgage & Enterprise Rent-a-Car 1990 - 2001
Education
Albion College 1985 — 1989
BA, Finance, Economics, Management
Terri (Winters) Beiter Terri (Winters) Beiter's Fidelity Investments Experience October 2005 - September 2007
Job Lead Program Manager at Cadence Design Systems
Industry Financial Services
Experience
Choicelinx August 2014 - Present
Cadence Design Systems June 2012 - Present
NuView Systems January 2011 - July 2012
Dassault Systemes March 2009 - January 2011
Fidelity September 2000 - December 2008
Fidelity Investments October 2005 - September 2007
Fidelity HR Services 2005 - 2006
Education
Alfred University 1982 — 1986
BS, Business/MIS
Choicelinx August 2014 - Present
Cadence Design Systems June 2012 - Present
NuView Systems January 2011 - July 2012
Dassault Systemes March 2009 - January 2011
Fidelity September 2000 - December 2008
Fidelity Investments October 2005 - September 2007
Fidelity HR Services 2005 - 2006
Education
Alfred University 1982 — 1986
BS, Business/MIS
Ayman El-Geneidy Ayman El-Geneidy's Fidelity Investments Experience September 2007 - February 2009
Job Software Engineer / Web & HR Team Lead at Atos
Industry Information Technology and Services
Experience
Atos December 2011 - Present
FirstGroup America April 2009 - November 2011
Fidelity Investments September 2007 - February 2009
Veritude December 2006 - September 2007
Kroger February 2005 - December 2006
Ciber Inc. 1996 - 2005
Egyptian Advanced Systems and Technologies (EAST) January 1992 - June 1993
Egypto German Office Supply (EGOS) August 1990 - December 1991
Skills
Java, MySQL, JavaScript, HTML, XML, C++, PHP, C, Unix, Oracle, Microsoft SQL Server, Software Development, SDLC, Databases, SQL, Unix Shell Scripting, SharePoint, Linux, Visual Basic, AJAX, Spring, JSP, Hibernate, Perl, Testing, Shell Scripting, Struts, Solaris, Software Documentation, ETL
Education
University of Louisville 1993 — 1996
Master of Science, Computer Science
The American University in Cairo 1992 — 1993
Post-Graduate Career Certificate in Computers, Computer Science
Alexandria University 1984 — 1990
Bachelor of Science, Electrical Engineering
College Saint Marc 1969 — 1984
High School Diploma
Nova Southeastern University
Atos December 2011 - Present
FirstGroup America April 2009 - November 2011
Fidelity Investments September 2007 - February 2009
Veritude December 2006 - September 2007
Kroger February 2005 - December 2006
Ciber Inc. 1996 - 2005
Egyptian Advanced Systems and Technologies (EAST) January 1992 - June 1993
Egypto German Office Supply (EGOS) August 1990 - December 1991
Skills
Java, MySQL, JavaScript, HTML, XML, C++, PHP, C, Unix, Oracle, Microsoft SQL Server, Software Development, SDLC, Databases, SQL, Unix Shell Scripting, SharePoint, Linux, Visual Basic, AJAX, Spring, JSP, Hibernate, Perl, Testing, Shell Scripting, Struts, Solaris, Software Documentation, ETL
Education
University of Louisville 1993 — 1996
Master of Science, Computer Science
The American University in Cairo 1992 — 1993
Post-Graduate Career Certificate in Computers, Computer Science
Alexandria University 1984 — 1990
Bachelor of Science, Electrical Engineering
College Saint Marc 1969 — 1984
High School Diploma
Nova Southeastern University
Susan Block Susan Block's Fidelity Investments Experience June 1983 - June 1988
Job Principal, Marketing Matters
Industry Financial Services
Experience
Marketing Matters August 1989 - Present
Fidelity Investments June 1983 - June 1988
Skills
Mutual Funds, Strategy, Marketing Strategy, Investments
Education
Simmons College - Simmons School of Management 1988 — 1989
MBA, Business
Albion College 1979 — 1983
BA, Economics
Marketing Matters August 1989 - Present
Fidelity Investments June 1983 - June 1988
Skills
Mutual Funds, Strategy, Marketing Strategy, Investments
Education
Simmons College - Simmons School of Management 1988 — 1989
MBA, Business
Albion College 1979 — 1983
BA, Economics
Kristina Peterson Kristina Peterson's Fidelity Investments Experience July 2006 - June 2007
Job Director, Corporate Communications at Hasbro
Industry Marketing and Advertising
Experience
Hasbro 2010 - Present
Monitise Americas September 2007 - March 2009
Fidelity Investments July 2006 - June 2007
American Express March 1996 - June 2006
Skills
Strategy, Creative Direction, Marketing, Public Relations, Advertising, Lead Generation, CRM, Leadership, Budgets, Corporate Communications, Public Speaking, Strategic Communications, Event Planning, Event Management, Trade Shows, Program Management, Social Media, Strategic Partnerships, Internal Communications, Direct Marketing, Management
Education
Allegheny College 1988 — 1992
Hasbro 2010 - Present
Monitise Americas September 2007 - March 2009
Fidelity Investments July 2006 - June 2007
American Express March 1996 - June 2006
Skills
Strategy, Creative Direction, Marketing, Public Relations, Advertising, Lead Generation, CRM, Leadership, Budgets, Corporate Communications, Public Speaking, Strategic Communications, Event Planning, Event Management, Trade Shows, Program Management, Social Media, Strategic Partnerships, Internal Communications, Direct Marketing, Management
Education
Allegheny College 1988 — 1992
Jon Erickson Jon Erickson's Fidelity Investments Experience December 2005 - December 2006
Job Chief Architect at Continuum Managed Services, LLC
Industry Information Technology and Services
Experience
Continuum Managed Services, LLC November 2013 - Present
Big Yak Technologies LLC June 2008 - Present
Parlerai Inc January 2008 - March 2014
Oncorps LLC November 2009 - June 2011
Fidelity Ventures December 2006 - May 2008
Fidelity Investments December 2005 - December 2006
Fidelity Investments August 2002 - December 2005
COLT Telecommunications, UK 2000 - 2002
Fidelity Broadband Group May 1999 - July 2000
Retail Electronic Commerce May 1995 - June 1999
Skills
Social Media, Mobile Applications, Network Architecture, System Architecture, Cloud Computing, Cyber Security, Computer Security, Network Security, Assistive Technology, Web Development, Business Strategy, Technology Development, SaaS, VoIP, New Business Development, Innovative Thinking, Web Services, Collaboration Solutions, Call Center, SIP, Security, Start-ups, IT Strategy, Enterprise Architecture, Project Management, Data Center, Integration, Disaster Recovery, Telecommunications, Management, Call Centers, Enterprise Software, Technical Leadership, Managed Services, Vendor Management, Product Management, Architecture, Entrepreneurship, IT Management, Networking, Leadership, Business Development, Strategy, System Deployment, Consulting, Outsourcing, Unified Communications, Go-to-market Strategy, Information Technology, Executive Management
Education
Alderson Broaddus University 1982 — 1986
Bachelor of Science
Continuum Managed Services, LLC November 2013 - Present
Big Yak Technologies LLC June 2008 - Present
Parlerai Inc January 2008 - March 2014
Oncorps LLC November 2009 - June 2011
Fidelity Ventures December 2006 - May 2008
Fidelity Investments December 2005 - December 2006
Fidelity Investments August 2002 - December 2005
COLT Telecommunications, UK 2000 - 2002
Fidelity Broadband Group May 1999 - July 2000
Retail Electronic Commerce May 1995 - June 1999
Skills
Social Media, Mobile Applications, Network Architecture, System Architecture, Cloud Computing, Cyber Security, Computer Security, Network Security, Assistive Technology, Web Development, Business Strategy, Technology Development, SaaS, VoIP, New Business Development, Innovative Thinking, Web Services, Collaboration Solutions, Call Center, SIP, Security, Start-ups, IT Strategy, Enterprise Architecture, Project Management, Data Center, Integration, Disaster Recovery, Telecommunications, Management, Call Centers, Enterprise Software, Technical Leadership, Managed Services, Vendor Management, Product Management, Architecture, Entrepreneurship, IT Management, Networking, Leadership, Business Development, Strategy, System Deployment, Consulting, Outsourcing, Unified Communications, Go-to-market Strategy, Information Technology, Executive Management
Education
Alderson Broaddus University 1982 — 1986
Bachelor of Science
Clayton Karges Clayton Karges's Fidelity Investments Experience August 2014 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
The Veloz Group June 2013 - August 2013
Strategic Financial Services June 2012 - August 2012
Skills
International Business..., Marketing Strategy, International Business, Marketing, Research
Education
American College of Thessaloniki 2013 — 2014
Bachelor’s Degree, International Business/Finance
Boston College 2010 — 2014
Bachelor's degree in Management & Leadership / Finance
Fidelity Investments August 2014 - Present
The Veloz Group June 2013 - August 2013
Strategic Financial Services June 2012 - August 2012
Skills
International Business..., Marketing Strategy, International Business, Marketing, Research
Education
American College of Thessaloniki 2013 — 2014
Bachelor’s Degree, International Business/Finance
Boston College 2010 — 2014
Bachelor's degree in Management & Leadership / Finance
Philip Redmond Philip Redmond's Fidelity Investments Experience December 2000 - October 2002
Job VP, Senior Producer at Bank of America
Industry Banking
Experience
Bank of America June 2006 - Present
Self Employed 2004 - June 2006
Animation Technologies November 2002 - September 2004
Fidelity Investments December 2000 - October 2002
Skills
Program Management, Social Media Marketing, Strategic Communications, Digital Strategy, Finance, E-commerce, Team Leadership, Marketing Strategy, Public Relations, Product Management, Investments, Change Management, Direct Marketing, Financial Modeling, Advertising, Creative Direction, Digital Media, Editing, Multimedia, Post Production, Video, Video Editing, Video Production
Education
Adelphi University
BA, Communications
Bank of America June 2006 - Present
Self Employed 2004 - June 2006
Animation Technologies November 2002 - September 2004
Fidelity Investments December 2000 - October 2002
Skills
Program Management, Social Media Marketing, Strategic Communications, Digital Strategy, Finance, E-commerce, Team Leadership, Marketing Strategy, Public Relations, Product Management, Investments, Change Management, Direct Marketing, Financial Modeling, Advertising, Creative Direction, Digital Media, Editing, Multimedia, Post Production, Video, Video Editing, Video Production
Education
Adelphi University
BA, Communications
Elise W.'s Fidelity Investments Experience September 2015 - Present
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Invesments June 2013 - May 2014
Fidelity Investments June 2012 - May 2013
Fidelity investments February 2012 - May 2012
Total Quality Logistics August 2010 - December 2011
Preston-Osborne August 2009 - January 2010
Skills
Logistics, Sales, Management, Negotiation, Cold Calling, Market Research, Marketing Communications, Training, Public Relations, Freight, Research, Nonprofits, Customer Service, Account Management, Marketing, Microsoft Excel, Pricing, Microsoft Office, PowerPoint, Leadership
Education
Manchester Business School 2010 — 2010
Management
University of Kentucky 2006 — 2010
BBA, Business Administration of Marketing and Management
Saint Ursula Academy 2001 — 2006
Fidelity Investments September 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Invesments June 2013 - May 2014
Fidelity Investments June 2012 - May 2013
Fidelity investments February 2012 - May 2012
Total Quality Logistics August 2010 - December 2011
Preston-Osborne August 2009 - January 2010
Skills
Logistics, Sales, Management, Negotiation, Cold Calling, Market Research, Marketing Communications, Training, Public Relations, Freight, Research, Nonprofits, Customer Service, Account Management, Marketing, Microsoft Excel, Pricing, Microsoft Office, PowerPoint, Leadership
Education
Manchester Business School 2010 — 2010
Management
University of Kentucky 2006 — 2010
BBA, Business Administration of Marketing and Management
Saint Ursula Academy 2001 — 2006
John Wigginton's Fidelity Investments Experience 1998 - 2000
Job Global Vice President, Information Technology
Industry Information Technology and Services
Experience
FleetMatics April 2011 - Present
Cybex International 2001 - 2011
UNFI 2008 - 2009
Coriva 2001 - 2002
Holland Mark Advertising 2000 - 2001
Fidelity Investments 1998 - 2000
Cognex 1996 - 1998
Education
Norwich University
Masters of Science, Information Assurance, Cum Laude
Harvard Business School
Delivering Information Services
American InterContinental University
Bachelors of Science, Information Technology, Summa Cum Laude
Thomas Edison State College
Associates of Applied Science, Electronic Technology
United States Navy 1981 — 1987
Advanced Electronics/Weapon Systems/Search and Rescue Helicopter Swimmer
FleetMatics April 2011 - Present
Cybex International 2001 - 2011
UNFI 2008 - 2009
Coriva 2001 - 2002
Holland Mark Advertising 2000 - 2001
Fidelity Investments 1998 - 2000
Cognex 1996 - 1998
Education
Norwich University
Masters of Science, Information Assurance, Cum Laude
Harvard Business School
Delivering Information Services
American InterContinental University
Bachelors of Science, Information Technology, Summa Cum Laude
Thomas Edison State College
Associates of Applied Science, Electronic Technology
United States Navy 1981 — 1987
Advanced Electronics/Weapon Systems/Search and Rescue Helicopter Swimmer
Arthur Fantaci Arthur Fantaci's Fidelity Investments Experience August 2011 - April 2014
Job Senior Business Intelligence Analyst at Hologic, Inc.
Industry Medical Devices
Experience
Hologic, Inc. May 2014 - Present
Fidelity Investments August 2011 - April 2014
Fidelity Investments September 2007 - August 2011
Fidelity Investments October 2005 - September 2007
Metatomix July 2003 - January 2005
Thomson Reuters February 2001 - July 2003
Wheelhouse September 1999 - January 2001
PwC September 1998 - October 1999
Arnold Worldwide October 1997 - September 1998
Skills
Business Intelligence, Business Analysis, Data Visualization, QlikView, Oracle BIEE, Business Analytics, Performance Dashboards, QlikView Development, Oracle Report Builder, Oracle Discoverer, Oracle E-Business Suite, jQuery, Highcharts, C#, ASP.NET, Microsoft SQL Server, Oracle SQL, VBA, Toad 9.0, LINQ, Visual Studio, Logical Data Modeling, Sales Operations, Project Portfolio..., Unica Affinium Campaign, Physical Data Modeling, Web Applications, NoSql Databases, MongoDB
Education
Albany Law School of Union University
JD, Law
St. Lawrence University
BA, Political Science and Government
Hologic, Inc. May 2014 - Present
Fidelity Investments August 2011 - April 2014
Fidelity Investments September 2007 - August 2011
Fidelity Investments October 2005 - September 2007
Metatomix July 2003 - January 2005
Thomson Reuters February 2001 - July 2003
Wheelhouse September 1999 - January 2001
PwC September 1998 - October 1999
Arnold Worldwide October 1997 - September 1998
Skills
Business Intelligence, Business Analysis, Data Visualization, QlikView, Oracle BIEE, Business Analytics, Performance Dashboards, QlikView Development, Oracle Report Builder, Oracle Discoverer, Oracle E-Business Suite, jQuery, Highcharts, C#, ASP.NET, Microsoft SQL Server, Oracle SQL, VBA, Toad 9.0, LINQ, Visual Studio, Logical Data Modeling, Sales Operations, Project Portfolio..., Unica Affinium Campaign, Physical Data Modeling, Web Applications, NoSql Databases, MongoDB
Education
Albany Law School of Union University
JD, Law
St. Lawrence University
BA, Political Science and Government
Steven Rochowiak Steven Rochowiak's Fidelity Investments Experience October 2012 - April 2014
Job Portfolio Accountant at Private
Industry Accounting
Experience
Private April 2014 - Present
Fidelity Investments October 2012 - April 2014
Fidelity Investments September 2011 - October 2012
JPMorgan Chase December 2010 - September 2011
Skills
Investments, Asset Allocation, Financial Analysis, Financial Planning, Accounting, Financial Modeling, Wealth Management, Portfolio Management, Mutual Funds, Microsoft Excel, Microsoft Dynamics GP, Private Banking
Education
Indiana University - Kelley School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Ferris State University 2008 — 2010
Bachelor of Science, Business Administration
Adrian College 2006 — 2008
Bachelor of Art, Business Administration
Private April 2014 - Present
Fidelity Investments October 2012 - April 2014
Fidelity Investments September 2011 - October 2012
JPMorgan Chase December 2010 - September 2011
Skills
Investments, Asset Allocation, Financial Analysis, Financial Planning, Accounting, Financial Modeling, Wealth Management, Portfolio Management, Mutual Funds, Microsoft Excel, Microsoft Dynamics GP, Private Banking
Education
Indiana University - Kelley School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Ferris State University 2008 — 2010
Bachelor of Science, Business Administration
Adrian College 2006 — 2008
Bachelor of Art, Business Administration
Dan Melendez, CFP® Dan Melendez, CFP®'s Fidelity Investments Experience November 2012 - Present
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments November 2008 - November 2012
Fidelity Investments November 2005 - October 2008
Fidelity Investments July 2005 - October 2005
Northwestern Mutual April 2002 - June 2005
Fortis Investors/Woodbury Financial Services June 1997 - October 2000
Skills
Series 7, Series 63, Sales Management, Wealth Management, Performance Consulting, Series 65, FINRA, Certified Financial..., Branch Management, Advanced Faciliation, Consultative Sales, High Performance..., Financial Sales, Series 9, Series 10, Income Protection, Retirement Income..., Life Insurance, Annuity Sales, Charitable Gift Planning, Wealth Management..., Estate Planning, Growth Investing
Education
University of California, San Diego 1992 — 1996
BS, Biochemistry/Cell Biology
American Intercontinental University 2000 — 2002
Masters, Information Technology
Fidelity Investments November 2012 - Present
Fidelity Investments November 2008 - November 2012
Fidelity Investments November 2005 - October 2008
Fidelity Investments July 2005 - October 2005
Northwestern Mutual April 2002 - June 2005
Fortis Investors/Woodbury Financial Services June 1997 - October 2000
Skills
Series 7, Series 63, Sales Management, Wealth Management, Performance Consulting, Series 65, FINRA, Certified Financial..., Branch Management, Advanced Faciliation, Consultative Sales, High Performance..., Financial Sales, Series 9, Series 10, Income Protection, Retirement Income..., Life Insurance, Annuity Sales, Charitable Gift Planning, Wealth Management..., Estate Planning, Growth Investing
Education
University of California, San Diego 1992 — 1996
BS, Biochemistry/Cell Biology
American Intercontinental University 2000 — 2002
Masters, Information Technology
Jodie McCay Jodie McCay's Fidelity Investments Experience October 2000 - September 2005
Job Operations Coordinator at The Praxis Center for Church Development
Industry Nonprofit Organization Management
Experience
The Praxis Center for Church Development February 2003 - Present
The Trivium Institute for Leader Development July 2013 - Present
Bedford Foursquare Church August 2012 - Present
The Harvest Community October 2006 - August 2012
Fidelity Investments October 2000 - September 2005
Secondwind Water Systems June 1996 - September 2000
Skills
Coaching, Team Building, PowerPoint, Teaching, Training, Event Planning, Non-profits, Public Speaking, Leadership, Nonprofits, Theology, Leadership Development, Discipleship
Education
Alfred University 1992 — 1996
Bachelor of Arts, Environmental Studies
Mount Washington College 2010 — 2012
Associates, Graphic Design, 4.0
The Praxis Center for Church Development February 2003 - Present
The Trivium Institute for Leader Development July 2013 - Present
Bedford Foursquare Church August 2012 - Present
The Harvest Community October 2006 - August 2012
Fidelity Investments October 2000 - September 2005
Secondwind Water Systems June 1996 - September 2000
Skills
Coaching, Team Building, PowerPoint, Teaching, Training, Event Planning, Non-profits, Public Speaking, Leadership, Nonprofits, Theology, Leadership Development, Discipleship
Education
Alfred University 1992 — 1996
Bachelor of Arts, Environmental Studies
Mount Washington College 2010 — 2012
Associates, Graphic Design, 4.0
DAN MAFFETONE DAN MAFFETONE's Fidelity Investments Experience May 1991 - October 2005
Job President, OBSIDIAN INVESTMENT MANAGEMENT
Industry Investment Management
Experience
OBSIDIAN INVESTMENT MANAGEMENT January 2006 - Present
FIDELITY INVESTMENTS May 1991 - October 2005
SHEARSON LEHMAN BROS July 1986 - April 1991
U. S> Air Force June 1967 - June 1971
Skills
Retirement Planning, Portfolio Management, Investments, Retirement, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Asset Allocation, 401k
Education
Adelphi University 1981 — 1985
Bethpage 1962 — 1966
OBSIDIAN INVESTMENT MANAGEMENT January 2006 - Present
FIDELITY INVESTMENTS May 1991 - October 2005
SHEARSON LEHMAN BROS July 1986 - April 1991
U. S> Air Force June 1967 - June 1971
Skills
Retirement Planning, Portfolio Management, Investments, Retirement, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Asset Allocation, 401k
Education
Adelphi University 1981 — 1985
Bethpage 1962 — 1966
John Defeo John Defeo's Fidelity Investments Experience 2008 - 2009
Job Senior Vice President & Global CTO
Industry Health, Wellness and Fitness
Experience
Cigna Corp 2010 - Present
Fidelity Investments 2008 - 2009
Motorola 2003 - 2007
AIG 2002 - 2003
Safeguard Global Services 2000 - 2001
JP Morgan Chase 1981 - 2000
Skills
Start-ups, Program Management, Strategy, Strategic Planning, Management, Process Improvement, Vendor Management, Leadership, IT Strategy, Change Management, Salesforce.com, Cross-functional Team..., Strategic Partnerships, ITIL, Mergers, Data Center, IT Management, Product Development, Business Strategy, Budgets, Enterprise Software, Entrepreneurship, Mergers & Acquisitions, Business Development, Integration, Executive Management, Sales, Outsourcing, IT Operations
Education
Adelphi University
Business & Economics
University of Pennsylvania - The Wharton School
Executive Development Program
Cigna Corp 2010 - Present
Fidelity Investments 2008 - 2009
Motorola 2003 - 2007
AIG 2002 - 2003
Safeguard Global Services 2000 - 2001
JP Morgan Chase 1981 - 2000
Skills
Start-ups, Program Management, Strategy, Strategic Planning, Management, Process Improvement, Vendor Management, Leadership, IT Strategy, Change Management, Salesforce.com, Cross-functional Team..., Strategic Partnerships, ITIL, Mergers, Data Center, IT Management, Product Development, Business Strategy, Budgets, Enterprise Software, Entrepreneurship, Mergers & Acquisitions, Business Development, Integration, Executive Management, Sales, Outsourcing, IT Operations
Education
Adelphi University
Business & Economics
University of Pennsylvania - The Wharton School
Executive Development Program
Bonita Holloway Bonita Holloway's Fidelity Investments Experience September 2006 - January 2011
Job Retirement Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2011 - Present
Fidelity Investments September 2006 - January 2011
SBC October 2004 - April 2005
AT&T October 1984 - August 2004
Skills
Customer Relations, New Business Development, Negotiation
Education
Amberton University 1987 — 1989
MBA, Management
The University of Texas at Arlington - College of Business Administration 1976 — 1980
Bachelor of Business Administration, Marketing
TIAA-CREF April 2011 - Present
Fidelity Investments September 2006 - January 2011
SBC October 2004 - April 2005
AT&T October 1984 - August 2004
Skills
Customer Relations, New Business Development, Negotiation
Education
Amberton University 1987 — 1989
MBA, Management
The University of Texas at Arlington - College of Business Administration 1976 — 1980
Bachelor of Business Administration, Marketing
Danielle Duplin's Fidelity Investments Experience 2000 - 2015
Job Public Speaking Coach, Event Curator, Innovation Catalyst, Strategic Thought Partner
Industry Information Technology and Services
Experience
HUBweek September 2015 - Present
FreeWind Productions January 2015 - Present
TEDxBoston 2009 - Present
Fidelity Investments 2000 - 2015
Fidelity Investments 2003 - 2006
Fidelity Investments 1989 - 2000
Eaton Corporation 1985 - 1989
Skills
Strategy, Start-ups, Entrepreneurship, Leadership, Management, Strategic Planning, Program Management, Marketing Communications, Public Speaking, Project Planning, Strategic Partnerships, Outsourcing, Project Management, IT Strategy, Product Management, Vendor Management, Financial Services, Process Improvement, Cross-functional Team..., System Architecture, Television Directing, Television Producing, Presentation Coaching, Mentoring, Business Analysis, Strategic Communications, SDLC, Executive Coaching
Education
Binghamton University 1981 — 1985
Bachelor of Science, Computer Science and Mathematics
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2008
Executive Certificate, Innovation
Adelphi University 1986 — 1988
Masters of Business Administration coursework
HUBweek September 2015 - Present
FreeWind Productions January 2015 - Present
TEDxBoston 2009 - Present
Fidelity Investments 2000 - 2015
Fidelity Investments 2003 - 2006
Fidelity Investments 1989 - 2000
Eaton Corporation 1985 - 1989
Skills
Strategy, Start-ups, Entrepreneurship, Leadership, Management, Strategic Planning, Program Management, Marketing Communications, Public Speaking, Project Planning, Strategic Partnerships, Outsourcing, Project Management, IT Strategy, Product Management, Vendor Management, Financial Services, Process Improvement, Cross-functional Team..., System Architecture, Television Directing, Television Producing, Presentation Coaching, Mentoring, Business Analysis, Strategic Communications, SDLC, Executive Coaching
Education
Binghamton University 1981 — 1985
Bachelor of Science, Computer Science and Mathematics
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2008
Executive Certificate, Innovation
Adelphi University 1986 — 1988
Masters of Business Administration coursework
Christie Paul's Fidelity Investments Experience July 2014 - Present
Job Associate Network Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
X-FAB January 2014 - April 2014
Texas Tech University December 2010 - January 2014
Fidelity Investments May 2013 - December 2013
Skills
C++, Linux, Unix, Java, CSS, HP Operations..., SiteScope, Server Monitoring, Automation, JavaScript, Python, Matlab, Shell Scripting, Active Directory, Verilog, Microcontrollers, Assembly Language, Customer Service, Social Media, Network Load Balancing, Firewalls, SSL Certificates, HTML, Microsoft Office, C, Windows, Android Development
Education
Texas Tech University 2010 — 2014
Bachelor's Degree, Computer Engineering
Amarillo College
Fidelity Investments July 2014 - Present
X-FAB January 2014 - April 2014
Texas Tech University December 2010 - January 2014
Fidelity Investments May 2013 - December 2013
Skills
C++, Linux, Unix, Java, CSS, HP Operations..., SiteScope, Server Monitoring, Automation, JavaScript, Python, Matlab, Shell Scripting, Active Directory, Verilog, Microcontrollers, Assembly Language, Customer Service, Social Media, Network Load Balancing, Firewalls, SSL Certificates, HTML, Microsoft Office, C, Windows, Android Development
Education
Texas Tech University 2010 — 2014
Bachelor's Degree, Computer Engineering
Amarillo College
Maurice Heffernan Maurice Heffernan's Fidelity Investments Experience December 2010 - June 2013
Job Chief Information Officer at Conning
Industry Financial Services
Experience
Conning July 2015 - Present
AdaptConsulting June 2013 - June 2015
Fidelity Investments December 2010 - June 2013
Capital Group August 2006 - November 2010
Financial Tracking Technologies, LLC 2005 - 2006
State Street 2001 - 2004
State Street 1995 - 2001
State Street Bank 1993 - 1994
Various 1985 - 1993
Skills
Equities, Trading Systems, Fixed Income, Portfolio Management, Capital Markets, Investments, Hedge Funds, Leadership, Derivatives, Asset Management, Trading, Management, Risk Management, Financial Services, Asset Allocation, Agile Methodologies, SDLC, Financial Markets, Product Management, Asset Managment, Alternative Investments, Investment Management, Options, Finance, Back Office, Strategic Financial..., Product Development, Equity Trading, Market Data, Electronic Trading, Wealth Management, FX Options, Vendor Management, Governance, Project Portfolio..., Scrum, DevOps, Program Management, Enterprise Software, IT Strategy, Outsourcing, Disaster Recovery, Enterprise Architecture, Foreign Exchange
Education
University of Pennsylvania - The Wharton School
Wharton Executive Development Program
York University
Certified Professional Accountant, Certified Management Accountant
Algonquin College of Applied Arts and Technology
Financial Management Diploma
Conning July 2015 - Present
AdaptConsulting June 2013 - June 2015
Fidelity Investments December 2010 - June 2013
Capital Group August 2006 - November 2010
Financial Tracking Technologies, LLC 2005 - 2006
State Street 2001 - 2004
State Street 1995 - 2001
State Street Bank 1993 - 1994
Various 1985 - 1993
Skills
Equities, Trading Systems, Fixed Income, Portfolio Management, Capital Markets, Investments, Hedge Funds, Leadership, Derivatives, Asset Management, Trading, Management, Risk Management, Financial Services, Asset Allocation, Agile Methodologies, SDLC, Financial Markets, Product Management, Asset Managment, Alternative Investments, Investment Management, Options, Finance, Back Office, Strategic Financial..., Product Development, Equity Trading, Market Data, Electronic Trading, Wealth Management, FX Options, Vendor Management, Governance, Project Portfolio..., Scrum, DevOps, Program Management, Enterprise Software, IT Strategy, Outsourcing, Disaster Recovery, Enterprise Architecture, Foreign Exchange
Education
University of Pennsylvania - The Wharton School
Wharton Executive Development Program
York University
Certified Professional Accountant, Certified Management Accountant
Algonquin College of Applied Arts and Technology
Financial Management Diploma
Xavier J. Mejido's Fidelity Investments Experience May 1998 - May 2001
Job Property Consultant at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker April 2015 - Present
G.M. Realty Inc. December 2014 - April 2015
George Mason University January 2014 - December 2014
Huron Consulting Group August 2007 - January 2011
Southeast Metropolitan Land Title, Inc. - F.A. Fernandez & Associates P.A. January 2005 - March 2007
Fidelity Investments May 1998 - May 2001
Skills
Strategy, Research, International Relations, Spanish, Negotiation, Management Consulting, Sales, Strategic Planning, Business Strategy, Real Estate, French, Investment Properties, Litigation, Consulting, Foreign Policy, Marketing, Public Relations, Management, Business Planning, Analysis, Business Development, Marketing Strategy, Market Research, Strategic Consulting, Public International Law, Private International..., Legal Research, Real Estate Economics, Brazilian Portuguese, Arabic, Foreign Investment, International Real..., Art Exhibitions, Luxury Homes, Luxury Goods, Luxury Brand Marketing, Leadership, Investments, Entrepreneurship, New Business Development, Listings, Relocation, Buyer Representation, Seller Representation, Condos, Single Family Homes, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., International...
Education
Wayne State University 2002 — 2005
Doctor of Law (J.D.), Law
Leiden University 2005 — 2006
International Business/Trade/Commerce
University of Miami 2004 — 2005
Exchange Study, International Law
Université Al-Akhawayn Ifrane 2001 — 2001
Scholars International with Arabic Institute of Fez, Morocco
Florida International University 1997 — 2001
BA, International Relations. BC, Latin American & Caribbean Studies
Coldwell Banker April 2015 - Present
G.M. Realty Inc. December 2014 - April 2015
George Mason University January 2014 - December 2014
Huron Consulting Group August 2007 - January 2011
Southeast Metropolitan Land Title, Inc. - F.A. Fernandez & Associates P.A. January 2005 - March 2007
Fidelity Investments May 1998 - May 2001
Skills
Strategy, Research, International Relations, Spanish, Negotiation, Management Consulting, Sales, Strategic Planning, Business Strategy, Real Estate, French, Investment Properties, Litigation, Consulting, Foreign Policy, Marketing, Public Relations, Management, Business Planning, Analysis, Business Development, Marketing Strategy, Market Research, Strategic Consulting, Public International Law, Private International..., Legal Research, Real Estate Economics, Brazilian Portuguese, Arabic, Foreign Investment, International Real..., Art Exhibitions, Luxury Homes, Luxury Goods, Luxury Brand Marketing, Leadership, Investments, Entrepreneurship, New Business Development, Listings, Relocation, Buyer Representation, Seller Representation, Condos, Single Family Homes, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., International...
Education
Wayne State University 2002 — 2005
Doctor of Law (J.D.), Law
Leiden University 2005 — 2006
International Business/Trade/Commerce
University of Miami 2004 — 2005
Exchange Study, International Law
Université Al-Akhawayn Ifrane 2001 — 2001
Scholars International with Arabic Institute of Fez, Morocco
Florida International University 1997 — 2001
BA, International Relations. BC, Latin American & Caribbean Studies
Giovanni (Gio) Duaqui's Fidelity Investments Experience October 1996 - October 1997
Job VP of Sales I Information Technology Sales I Healthcare Solutions I Business Delopment at ITO Solutions Inc.
Industry Information Technology and Services
Experience
ITO Solutions, INC. October 2014 - Present
ITO Solutions, INC. March 2010 - October 2014
Grubb & Ellis Securities Inc. July 2008 - March 2010
JPMorgan Chase & Co. July 2007 - July 2008
MetLife January 2003 - July 2007
Citi July 1998 - October 2002
Fidelity Investments October 1996 - October 1997
Skills
Sales, Leadership, Management, Business Development, Data Center, VMware, Virtualization, Marketing, Cloud Computing, Account Management, Sales Management, Product Marketing, Strategic Planning, Healthcare, Servers, Sales Process, Project Management, Healthcare Information..., Medical Devices, Medical Equipment, Sales Operations, Firewalls, Storage, Network Security, Healthcare IT, Business Strategy, Cisco, Marketing Strategy, EMC, Hospitality IT, Call Center, Microsoft, Microsoft Office 365, Trend Micro Anti-Virus, Customer Retention, Employee Engagement, Call Centers, Purchasing, Strategy, Office 365, Windows Azure, Startup Development, Start-up Consulting, Start-ups, Entrepreneurship, Financial Services, Insurance, Business Operations
Education
Albertus Magnus College
Bachelor of Science (B.S.), Business and Economics. Minor: International Business & Marketing, Major GPA 3.4
ITO Solutions, INC. October 2014 - Present
ITO Solutions, INC. March 2010 - October 2014
Grubb & Ellis Securities Inc. July 2008 - March 2010
JPMorgan Chase & Co. July 2007 - July 2008
MetLife January 2003 - July 2007
Citi July 1998 - October 2002
Fidelity Investments October 1996 - October 1997
Skills
Sales, Leadership, Management, Business Development, Data Center, VMware, Virtualization, Marketing, Cloud Computing, Account Management, Sales Management, Product Marketing, Strategic Planning, Healthcare, Servers, Sales Process, Project Management, Healthcare Information..., Medical Devices, Medical Equipment, Sales Operations, Firewalls, Storage, Network Security, Healthcare IT, Business Strategy, Cisco, Marketing Strategy, EMC, Hospitality IT, Call Center, Microsoft, Microsoft Office 365, Trend Micro Anti-Virus, Customer Retention, Employee Engagement, Call Centers, Purchasing, Strategy, Office 365, Windows Azure, Startup Development, Start-up Consulting, Start-ups, Entrepreneurship, Financial Services, Insurance, Business Operations
Education
Albertus Magnus College
Bachelor of Science (B.S.), Business and Economics. Minor: International Business & Marketing, Major GPA 3.4
Shawn Dorrough's Fidelity Investments Experience January 2000 - October 2002
Job Director of Business at GuideStone Financial Resources
Industry Financial Services
Experience
GuideStone Financial Resources October 2002 - Present
Fidelity Investments January 2000 - October 2002
Xerox October 1992 - December 1999
Skills
Project Management, Financial Services, Team Building, Customer Service, Program Management, Public Speaking, Process Improvement, Leadership, Vendor Management, Strategic Financial..., Strategic Planning, Change Management, Account Management, Financial Analysis, Management, New Business Development, Business Analysis, Sales, Leadership Development, Marketing Strategy, Market Research, Training, Budgets
Education
Amberton University 2003 — 2006
Master of Business Administration (M.B.A.), Strategic Leadership, 3.0
Dallas Baptist University 1993 — 1996
Bachelor's degree, Business Administration, Management and Operations, 3.0
University of Wisconsin-Milwaukee 1986 — 1988
Business/Corporate Communications, 3.0
Northside 1981 — 1986
High School
GuideStone Financial Resources October 2002 - Present
Fidelity Investments January 2000 - October 2002
Xerox October 1992 - December 1999
Skills
Project Management, Financial Services, Team Building, Customer Service, Program Management, Public Speaking, Process Improvement, Leadership, Vendor Management, Strategic Financial..., Strategic Planning, Change Management, Account Management, Financial Analysis, Management, New Business Development, Business Analysis, Sales, Leadership Development, Marketing Strategy, Market Research, Training, Budgets
Education
Amberton University 2003 — 2006
Master of Business Administration (M.B.A.), Strategic Leadership, 3.0
Dallas Baptist University 1993 — 1996
Bachelor's degree, Business Administration, Management and Operations, 3.0
University of Wisconsin-Milwaukee 1986 — 1988
Business/Corporate Communications, 3.0
Northside 1981 — 1986
High School
Arthur Mahoney, CBCP, CHS-III's Fidelity Investments Experience 1998 - 2009
Job Business Continuity Manager at Deloitte
Industry Real Estate
Experience
Deloitte October 2014 - Present
HMS 2011 - Present
CB Richard Ellis Management Services January 2011 - August 2011
Price Waterhouse Coopers June 2010 - December 2010
Fidelity Investments 1998 - 2009
Skills
Vendor Management, Business Continuity..., Risk Management, Business Continuity, Incident Management, Risk Assessment, Risk Analysis, Corporate Security, Disaster Recovery, Governance, Enterprise Risk..., Operational Risk..., Leadership, IT Audit, Process Improvement, Operations Management, Integration, Security, Information Security..., Information Technology
Education
American InterContinental University 2004 — 2010
BBA, Business Administration
Deloitte October 2014 - Present
HMS 2011 - Present
CB Richard Ellis Management Services January 2011 - August 2011
Price Waterhouse Coopers June 2010 - December 2010
Fidelity Investments 1998 - 2009
Skills
Vendor Management, Business Continuity..., Risk Management, Business Continuity, Incident Management, Risk Assessment, Risk Analysis, Corporate Security, Disaster Recovery, Governance, Enterprise Risk..., Operational Risk..., Leadership, IT Audit, Process Improvement, Operations Management, Integration, Security, Information Security..., Information Technology
Education
American InterContinental University 2004 — 2010
BBA, Business Administration
Bobby Wenzig Bobby Wenzig's Fidelity Investments Experience October 2014 - Present
Job Kansas City Chiefs, Business Finance Graduate
Industry Investment Banking
Experience
Fidelity Investments October 2014 - Present
Kansas City Chiefs May 2014 - May 2014
National University May 2013 - August 2013
Albertsons December 2008 - May 2009
A.G. Edwards January 2007 - April 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Office, HTML 5, CSS, Wordpress, Dreamweaver, Adobe Fireworks, Photoshop, PowerPoint, SOAR, Social Networking, WordPress, Facebook
Education
Alabama State University 2011 — 2013
Bachelor of Science (B.S.), Finance, 3.7
San Diego Mesa College 2010 — 2011
4.0
Arizona State University 2009 — 2010
Finance
Westview High School 2005 — 2009
3.8
Fidelity Investments October 2014 - Present
Kansas City Chiefs May 2014 - May 2014
National University May 2013 - August 2013
Albertsons December 2008 - May 2009
A.G. Edwards January 2007 - April 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Office, HTML 5, CSS, Wordpress, Dreamweaver, Adobe Fireworks, Photoshop, PowerPoint, SOAR, Social Networking, WordPress, Facebook
Education
Alabama State University 2011 — 2013
Bachelor of Science (B.S.), Finance, 3.7
San Diego Mesa College 2010 — 2011
4.0
Arizona State University 2009 — 2010
Finance
Westview High School 2005 — 2009
3.8
Elizabeth Geller's Fidelity Investments Experience July 2014 - Present
Job Associate Curator
Industry Arts and Crafts
Experience
Fidelity Investments July 2014 - Present
deCordova Sculpture Park and Museum September 2007 - June 2014
deCordova Sculpture Park and Museum September 2007 - September 2012
Clark Gallery September 2006 - September 2007
starbucks 2005 - 2007
Museum of Fine Arts, Boston October 2005 - July 2006
Skills
Building Customer..., Project Execution, Client Engagement, Non-profits, Fundraising, Community Building, Account Management, Art Consulting, Art, Museums, Curating, Arts Administration, Fine Art, Event Planning, Visual Arts, Social Media, Painting, Grant Writing, Nonprofits, Teaching, Art Exhibitions, Contemporary Art, Art History, Sculpture, Art Education, Galleries, Museum Collections, Fundraisers, Blogging, Event Management, Ceramic, Photoshop, Raiser's Edge, Art Handling
Education
Allegheny College 2001 — 2005
BA, Art & Technology, Economics
The College of Santa Fe 2003 — 2003
QV 1998 — 2001
High School, 4.13, weighted for hours 'yall!
Fidelity Investments July 2014 - Present
deCordova Sculpture Park and Museum September 2007 - June 2014
deCordova Sculpture Park and Museum September 2007 - September 2012
Clark Gallery September 2006 - September 2007
starbucks 2005 - 2007
Museum of Fine Arts, Boston October 2005 - July 2006
Skills
Building Customer..., Project Execution, Client Engagement, Non-profits, Fundraising, Community Building, Account Management, Art Consulting, Art, Museums, Curating, Arts Administration, Fine Art, Event Planning, Visual Arts, Social Media, Painting, Grant Writing, Nonprofits, Teaching, Art Exhibitions, Contemporary Art, Art History, Sculpture, Art Education, Galleries, Museum Collections, Fundraisers, Blogging, Event Management, Ceramic, Photoshop, Raiser's Edge, Art Handling
Education
Allegheny College 2001 — 2005
BA, Art & Technology, Economics
The College of Santa Fe 2003 — 2003
QV 1998 — 2001
High School, 4.13, weighted for hours 'yall!
Ken Gray Ken Gray's Fidelity Investments Experience February 2006 - January 2012
Job Director, Global Talent Management and Development at Thermo Fisher Scientific
Industry Human Resources
Experience
Thermo Fisher Scientific March 2015 - Present
QVC January 2012 - March 2015
Fidelity Investments February 2006 - January 2012
Merrill Lynch March 2004 - February 2006
Omgeo (Thomson Reuters) February 2003 - March 2004
Fidelity Investments October 1995 - December 2002
Skills
Succession Planning, Performance Management, Curriculum Design, Talent Management, Leadership Development, Organizational..., Employee Engagement, Organizational..., Onboarding, Recruiting, Coaching, Organizational Design, Employee Relations, Training, Leadership, Executive Development, Management, Strategy, Human Resources, Business Strategy, Workforce Planning, Executive Coaching
Education
Teachers College of Columbia University 2004 — 2005
Doctoral Studies: Adult Learning and Leadership
Allegheny College
BS, Economics
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.), Business Administration
Thermo Fisher Scientific March 2015 - Present
QVC January 2012 - March 2015
Fidelity Investments February 2006 - January 2012
Merrill Lynch March 2004 - February 2006
Omgeo (Thomson Reuters) February 2003 - March 2004
Fidelity Investments October 1995 - December 2002
Skills
Succession Planning, Performance Management, Curriculum Design, Talent Management, Leadership Development, Organizational..., Employee Engagement, Organizational..., Onboarding, Recruiting, Coaching, Organizational Design, Employee Relations, Training, Leadership, Executive Development, Management, Strategy, Human Resources, Business Strategy, Workforce Planning, Executive Coaching
Education
Teachers College of Columbia University 2004 — 2005
Doctoral Studies: Adult Learning and Leadership
Allegheny College
BS, Economics
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.), Business Administration
Diane Kolvek Diane Kolvek's Fidelity Investments Experience 2002 - 2005
Job Vice President Retirement Plan Sales and Relationship Management at Ameritas
Industry Financial Services
Experience
Ameritas February 2015 - Present
- also, Independent Actor 1990 - Present
Mutual of Omaha February 2008 - January 2015
Omaha Symphony 2005 - 2008
Fidelity Investments 2002 - 2005
Guardian Life 2000 - 2002
ReliaStar Financial 1991 - 2000
Skills
Pensions, Retirement Planning, Employee Benefits, 401k, Public Speaking, Event Planning, Public Relations, Customer Service, Retirement, Nonprofits
Education
Northwest Missouri State University
Bachelor of Science (BS), Public Relations
American Academy of Dramatic Arts-Los Angeles
Cathedral High School
Ameritas February 2015 - Present
- also, Independent Actor 1990 - Present
Mutual of Omaha February 2008 - January 2015
Omaha Symphony 2005 - 2008
Fidelity Investments 2002 - 2005
Guardian Life 2000 - 2002
ReliaStar Financial 1991 - 2000
Skills
Pensions, Retirement Planning, Employee Benefits, 401k, Public Speaking, Event Planning, Public Relations, Customer Service, Retirement, Nonprofits
Education
Northwest Missouri State University
Bachelor of Science (BS), Public Relations
American Academy of Dramatic Arts-Los Angeles
Cathedral High School
Richard LoPresti, CFP®, CWS® Richard LoPresti, CFP®, CWS®'s Fidelity Investments Experience October 2005 - September 2010
Job Wealth Manager, Associate Director
Industry Financial Services
Experience
BakerAvenue Asset Management May 2012 - Present
RecommendedAdvisor.com Compliant Social Media Strategies for Financial Professionals July 2011 - July 2012
Engage121 October 2011 - March 2012
Private Company March 2011 - October 2011
Charles Schwab 2011 - 2011
Fidelity Investments October 2005 - September 2010
Wachovia Bank January 2005 - October 2005
E*TRADE Financial October 2000 - January 2005
Skills
CRM, Strategy, Social Media, Investments, Wealth Management, Portfolio Management, Social Networking, Digital Marketing, New Business Development, Financial Services, Social Media Marketing, Sales Process, Strategic Financial..., Business Strategy, Leadership, Mutual Funds, Finance, Financial Advisory, Social CRM, Wealth Management..., Tactical Asset..., Marketing, Management, Executive Management, Banking, Direct Sales, Global Tactical Asset..., Compliance, Business Networking, Qualifying Prospects, Competitive Analysis, Insurance, Selling, Asset Management, Small Business, Sales, Online Reputation..., Relationship Management, Retirement Planning, Investment Advisory, Training, Professional Networking, Prospecting, Social Media Compliance, Social Technologies, Social ROI, Creative Ideation, Financial Advice, Tactical Management, Money Guide Pro
Education
American InterContinental University 2004 — 2005
Masters Business Management, Business Management
Pace University - Lubin School of Business 1996 — 2000
Bachelor of Business Administration, Finance
BakerAvenue Asset Management May 2012 - Present
RecommendedAdvisor.com Compliant Social Media Strategies for Financial Professionals July 2011 - July 2012
Engage121 October 2011 - March 2012
Private Company March 2011 - October 2011
Charles Schwab 2011 - 2011
Fidelity Investments October 2005 - September 2010
Wachovia Bank January 2005 - October 2005
E*TRADE Financial October 2000 - January 2005
Skills
CRM, Strategy, Social Media, Investments, Wealth Management, Portfolio Management, Social Networking, Digital Marketing, New Business Development, Financial Services, Social Media Marketing, Sales Process, Strategic Financial..., Business Strategy, Leadership, Mutual Funds, Finance, Financial Advisory, Social CRM, Wealth Management..., Tactical Asset..., Marketing, Management, Executive Management, Banking, Direct Sales, Global Tactical Asset..., Compliance, Business Networking, Qualifying Prospects, Competitive Analysis, Insurance, Selling, Asset Management, Small Business, Sales, Online Reputation..., Relationship Management, Retirement Planning, Investment Advisory, Training, Professional Networking, Prospecting, Social Media Compliance, Social Technologies, Social ROI, Creative Ideation, Financial Advice, Tactical Management, Money Guide Pro
Education
American InterContinental University 2004 — 2005
Masters Business Management, Business Management
Pace University - Lubin School of Business 1996 — 2000
Bachelor of Business Administration, Finance
Jenna Martin Jenna Martin's Fidelity Investments Experience January 2015 - Present
Job Entrepreneur, author, coach, content strategist
Industry Marketing and Advertising
Experience
Fidelity Investments January 2015 - Present
Bloom Communications June 2006 - Present
Secure World Foundation March 2010 - March 2012
The National Parkinson Foundation January 2009 - May 2010
One Economy Corporation March 2008 - June 2009
One Economy Corporation March 2008 - June 2009
Cisco Systems May 2007 - March 2008
Cisco Systems April 2007 - March 2008
NYU COMPREHENSIVE EPILEPSY CENTER April 2006 - June 2007
Epilepsy Therapy Project April 2004 - November 2006
Skills
Branding & Identity, Social Media, Marketing, Project Management, Editing, Social Media Marketing, Nonprofits, Strategic Communications, Public Relations, Creative Writing, SEO, Content Strategy, Marketing Communications, Press Releases, Digital Media, Newsletters, Content Development, Web Content, Strategy, Writing, Digital Marketing, New Media
Education
Colorado State University 2014 — 2016
Master's Degree, International Management
Alliant International University-San Francisco Bay 1998 — 2000
University of Colorado Boulder 1993 — 1997
BA, Psychology, English
University at Buffalo 1992 — 1993
BA
California School of Professional Psychology
Bachelor of Arts and Sciences, Psychology
Fidelity Investments January 2015 - Present
Bloom Communications June 2006 - Present
Secure World Foundation March 2010 - March 2012
The National Parkinson Foundation January 2009 - May 2010
One Economy Corporation March 2008 - June 2009
One Economy Corporation March 2008 - June 2009
Cisco Systems May 2007 - March 2008
Cisco Systems April 2007 - March 2008
NYU COMPREHENSIVE EPILEPSY CENTER April 2006 - June 2007
Epilepsy Therapy Project April 2004 - November 2006
Skills
Branding & Identity, Social Media, Marketing, Project Management, Editing, Social Media Marketing, Nonprofits, Strategic Communications, Public Relations, Creative Writing, SEO, Content Strategy, Marketing Communications, Press Releases, Digital Media, Newsletters, Content Development, Web Content, Strategy, Writing, Digital Marketing, New Media
Education
Colorado State University 2014 — 2016
Master's Degree, International Management
Alliant International University-San Francisco Bay 1998 — 2000
University of Colorado Boulder 1993 — 1997
BA, Psychology, English
University at Buffalo 1992 — 1993
BA
California School of Professional Psychology
Bachelor of Arts and Sciences, Psychology
Jeanne Marie Wengal Jeanne Marie Wengal's Fidelity Investments Experience March 1998 - July 2006
Job Senior Manager, Graphic Design at Bertucci's
Industry Graphic Design
Experience
Bertucci's August 2014 - Present
Living Proof, Inc. August 2013 - July 2014
Living Proof, Inc. March 2013 - July 2014
Tea Forte November 2011 - February 2013
New Balance May 2011 - October 2011
Hasbro July 2010 - May 2011
Pastry Art/Island Desserts September 2008 - September 2010
Paper Source November 2009 - June 2010
Fidelity Investments March 1998 - July 2006
Scudder, Stevens & Clark March 1995 - December 1997
Skills
InDesign, Illustrator, QuarkXPress, Adobe Acrobat, Photoshop, Graphics Software, PowerPoint, Adobe Creative Suite, Graphic Design, Logo Design, Packaging, Art Direction, Creative Direction, Layout, Advertising, Graphics, Direct Mail, Branding & Identity, Mac
Education
Adelphi University 1988 — 1992
BA, Graphic Design
Our Lady of Mercy Academy 1984 — 1988
Bertucci's August 2014 - Present
Living Proof, Inc. August 2013 - July 2014
Living Proof, Inc. March 2013 - July 2014
Tea Forte November 2011 - February 2013
New Balance May 2011 - October 2011
Hasbro July 2010 - May 2011
Pastry Art/Island Desserts September 2008 - September 2010
Paper Source November 2009 - June 2010
Fidelity Investments March 1998 - July 2006
Scudder, Stevens & Clark March 1995 - December 1997
Skills
InDesign, Illustrator, QuarkXPress, Adobe Acrobat, Photoshop, Graphics Software, PowerPoint, Adobe Creative Suite, Graphic Design, Logo Design, Packaging, Art Direction, Creative Direction, Layout, Advertising, Graphics, Direct Mail, Branding & Identity, Mac
Education
Adelphi University 1988 — 1992
BA, Graphic Design
Our Lady of Mercy Academy 1984 — 1988
Binay Khandelwal's Fidelity Investments Experience July 2002 - April 2010
Job Group Director Web Technologies and Candidate Management NAM
Industry Staffing and Recruiting
Experience
Adecco Group North Ameria August 2008 - Present
Fidelity Investments July 2002 - April 2010
Fidelity International 2002 - 2006
Newgen Software Technologies Ltd 2000 - 2002
Skills
Project Management, Product Development, Web Development, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Software Project..., Agile Methodologies, Program Management, Resource Management, IT Strategy, PMP, ITIL, Requirements Gathering, IT Leadership, Agile Project Management, Solution Architecture, Enterprise Architecture, Project Delivery, Outsourcing
Education
Aligarh Muslim University 1997 — 2000
Master of Computer Applications (MCA)
Adecco Group North Ameria August 2008 - Present
Fidelity Investments July 2002 - April 2010
Fidelity International 2002 - 2006
Newgen Software Technologies Ltd 2000 - 2002
Skills
Project Management, Product Development, Web Development, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Software Project..., Agile Methodologies, Program Management, Resource Management, IT Strategy, PMP, ITIL, Requirements Gathering, IT Leadership, Agile Project Management, Solution Architecture, Enterprise Architecture, Project Delivery, Outsourcing
Education
Aligarh Muslim University 1997 — 2000
Master of Computer Applications (MCA)
Eric Watkins Eric Watkins's Fidelity Investments Experience May 2008 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2008 - Present
Fidelity Investments 1998 - 2011
Fidelity Investments January 2005 - May 2008
Fidelity Investments April 2002 - January 2005
Fidelity Investments April 2002 - January 2005
Fidelity Investments January 1999 - April 2002
Fidelity Investments November 1998 - January 1999
JC Penney July 1994 - February 1998
Education
Amberton University 1999 — 2001
MBA, Business Administration
Amberton University
MBA, Management
Grambling State University
B.S, Marketing
Fidelity Investments May 2008 - Present
Fidelity Investments 1998 - 2011
Fidelity Investments January 2005 - May 2008
Fidelity Investments April 2002 - January 2005
Fidelity Investments April 2002 - January 2005
Fidelity Investments January 1999 - April 2002
Fidelity Investments November 1998 - January 1999
JC Penney July 1994 - February 1998
Education
Amberton University 1999 — 2001
MBA, Business Administration
Amberton University
MBA, Management
Grambling State University
B.S, Marketing
Judy Wolkowitz-Mullen Judy Wolkowitz-Mullen's Fidelity Investments Experience December 2002 - June 2004
Job School Counselor at North Country Union High School
Industry Primary/Secondary Education
Experience
North Country Union High School 2012 - Present
Lakeview Restaurant November 2010 - August 2012
Contract Closing Solutions April 2005 - May 2007
Fidelity Investments December 2002 - June 2004
Concord High School September 1995 - June 1997
Skills
Budgets, College Recruiting, Email Marketing, Hospitality, Menu Development, PeopleSoft, Public Speaking, Teaching, Tutoring, Customer Service, Social Media, Time Management, Data Analysis
Education
Alfred University 2009 — 2011
M.S.Ed, School Counseling and Mental Health Counseling
Southern New Hampshire University 1994 — 1997
B.S. Business, International Management
Eckerd College 1976 — 1977
North Country Union High School 2012 - Present
Lakeview Restaurant November 2010 - August 2012
Contract Closing Solutions April 2005 - May 2007
Fidelity Investments December 2002 - June 2004
Concord High School September 1995 - June 1997
Skills
Budgets, College Recruiting, Email Marketing, Hospitality, Menu Development, PeopleSoft, Public Speaking, Teaching, Tutoring, Customer Service, Social Media, Time Management, Data Analysis
Education
Alfred University 2009 — 2011
M.S.Ed, School Counseling and Mental Health Counseling
Southern New Hampshire University 1994 — 1997
B.S. Business, International Management
Eckerd College 1976 — 1977
David Seaver's Fidelity Investments Experience May 1996 - March 2002
Job Senior Technical Analyst Department of Defense
Industry Information Technology and Services
Experience
United States Department of Defense October 2013 - Present
PRICE Systems March 2002 - August 2011
Fidelity Investments May 1996 - March 2002
Alcatel Alsthom December 1994 - May 1996
Project Engineering Inc March 1987 - December 1994
Skills
Requirements Analysis, Software Project..., Program Management, SDLC, Agile Methodologies, Process Improvement, CMMI, Agile Project Management, Quality Assurance, Software Development, Requirements Gathering, Change Management, Integration, Scrum, SOA, Software Engineering, PMO, Enterprise Software, Team Leadership, Analysis, Systems Engineering, Cloud Computing
Education
American Graduate University 1990 — 1990
Program Managment Certificate, Government Program Managment
Rutgers University 1980 — 1982
Masters, Business Administration
Brandeis University 1971 — 1975
Bachelor of Arts, Political Science
United States Department of Defense October 2013 - Present
PRICE Systems March 2002 - August 2011
Fidelity Investments May 1996 - March 2002
Alcatel Alsthom December 1994 - May 1996
Project Engineering Inc March 1987 - December 1994
Skills
Requirements Analysis, Software Project..., Program Management, SDLC, Agile Methodologies, Process Improvement, CMMI, Agile Project Management, Quality Assurance, Software Development, Requirements Gathering, Change Management, Integration, Scrum, SOA, Software Engineering, PMO, Enterprise Software, Team Leadership, Analysis, Systems Engineering, Cloud Computing
Education
American Graduate University 1990 — 1990
Program Managment Certificate, Government Program Managment
Rutgers University 1980 — 1982
Masters, Business Administration
Brandeis University 1971 — 1975
Bachelor of Arts, Political Science
Mike Mieure's Fidelity Investments Experience January 1994 - May 1995
Job System Engineering at Greenway Medical Technologies
Industry Information Technology and Services
Experience
Greenway Health, LLC January 2014 - Present
Vitera Healthcare Solutions December 2011 - January 2014
Sunquest Information Systems October 2007 - November 2011
Misys Healthcare Systems January 2000 - October 2007
Misys Healthcare Systems August 1998 - January 2000
Misys Healthcare Systems May 1995 - August 1998
Fidelity Investments January 1994 - May 1995
Skills
Integration, SaaS, Project Management, EHR, Disaster Recovery, Leadership, Cloud Computing, Enterprise Software, Healthcare Information..., Management, Software Implementation, Information Technology, SDLC, Process Improvement, Business Intelligence, ITIL, IT Strategy, Program Management, Software Project..., Mergers & Acquisitions, IT Management, Business Analysis, Vendor Management, Software Documentation
Education
Ambassador University 1988 — 1993
Bachelor of Science, Business
Greenway Health, LLC January 2014 - Present
Vitera Healthcare Solutions December 2011 - January 2014
Sunquest Information Systems October 2007 - November 2011
Misys Healthcare Systems January 2000 - October 2007
Misys Healthcare Systems August 1998 - January 2000
Misys Healthcare Systems May 1995 - August 1998
Fidelity Investments January 1994 - May 1995
Skills
Integration, SaaS, Project Management, EHR, Disaster Recovery, Leadership, Cloud Computing, Enterprise Software, Healthcare Information..., Management, Software Implementation, Information Technology, SDLC, Process Improvement, Business Intelligence, ITIL, IT Strategy, Program Management, Software Project..., Mergers & Acquisitions, IT Management, Business Analysis, Vendor Management, Software Documentation
Education
Ambassador University 1988 — 1993
Bachelor of Science, Business
Emily Gillispie's Fidelity Investments Experience 1995 - 1996
Job Project Manager at HPES
Industry Information Technology and Services
Experience
HPES 2013 - Present
Companion Data Services July 2007 - July 2013
Citigroup March 2006 - July 2007
MBNA 1996 - 2004
Fidelity Investments 1995 - 1996
Saskatchewan Telecommunications 1992 - 1995
SEI 1991 - 1992
Lomas & Nettleton; Zales Corporation; National FSI; Haggar Slacks; The Dallas Morning News 1975 - 1991
Skills
JCL, VSAM, COBOL, SDLC, Business Analysis, SharePoint, CICS, Requirements Analysis, DB2, Project Management, Mainframe, Visio, IMS, PMBOK, Program Management, Requirements Gathering, TSO, Data Center, Disaster Recovery, Data Warehousing, Systems Analysis, Troubleshooting, Business Requirements, ITIL, IMS DB/DC
Education
Capella University 2006 — 2008
MS, IT, summa cum laude
American InterContinental University 2004 — 2005
BS, IT, summa cum laude
HPES 2013 - Present
Companion Data Services July 2007 - July 2013
Citigroup March 2006 - July 2007
MBNA 1996 - 2004
Fidelity Investments 1995 - 1996
Saskatchewan Telecommunications 1992 - 1995
SEI 1991 - 1992
Lomas & Nettleton; Zales Corporation; National FSI; Haggar Slacks; The Dallas Morning News 1975 - 1991
Skills
JCL, VSAM, COBOL, SDLC, Business Analysis, SharePoint, CICS, Requirements Analysis, DB2, Project Management, Mainframe, Visio, IMS, PMBOK, Program Management, Requirements Gathering, TSO, Data Center, Disaster Recovery, Data Warehousing, Systems Analysis, Troubleshooting, Business Requirements, ITIL, IMS DB/DC
Education
Capella University 2006 — 2008
MS, IT, summa cum laude
American InterContinental University 2004 — 2005
BS, IT, summa cum laude
Joshwa Rybczyk's Fidelity Investments Experience September 2004 - Present
Job Senior Manager, Fund Accounting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2004 - Present
Sovereign Bank April 2002 - March 2004
Direct Capital Corporation June 2000 - April 2002
Skills
Windows, Financial Analysis, Accounting, Mutual Funds, Financial Reporting, Financial Services, Equities, Investments, Fund Accounting, Securities, Fixed Income, Bloomberg, Asset Management
Education
American InterContinental University 2003 — 2004
MBA, Business Management
Southern New Hampshire University 1997 — 2000
BS, Business Administration
Fidelity Investments September 2004 - Present
Sovereign Bank April 2002 - March 2004
Direct Capital Corporation June 2000 - April 2002
Skills
Windows, Financial Analysis, Accounting, Mutual Funds, Financial Reporting, Financial Services, Equities, Investments, Fund Accounting, Securities, Fixed Income, Bloomberg, Asset Management
Education
American InterContinental University 2003 — 2004
MBA, Business Management
Southern New Hampshire University 1997 — 2000
BS, Business Administration
Valarmathi Manickam's Fidelity Investments Experience August 2012 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2012 - Present
Treradata October 2011 - August 2012
Credit Suisse April 2010 - September 2011
Merrill Lynch September 2009 - March 2010
Associated Press/ENPS April 2008 - February 2009
VA Medical Center September 2004 - March 2008
Hewlett-Packard 2003 - 2005
Verizon 2002 - 2003
Intel 2001 - 2002
HeyAnita Inc. 2001 - 2001
Skills
Software Project..., XML, Web Services, Microsoft SQL Server, Unix, Agile Methodologies, Software Development, SDLC, Oracle, SQL, C++, Java, Requirements Analysis
Education
Alagappa University 1995 — 1997
Masters of Science, Computer Science
Fidelity Investments August 2012 - Present
Treradata October 2011 - August 2012
Credit Suisse April 2010 - September 2011
Merrill Lynch September 2009 - March 2010
Associated Press/ENPS April 2008 - February 2009
VA Medical Center September 2004 - March 2008
Hewlett-Packard 2003 - 2005
Verizon 2002 - 2003
Intel 2001 - 2002
HeyAnita Inc. 2001 - 2001
Skills
Software Project..., XML, Web Services, Microsoft SQL Server, Unix, Agile Methodologies, Software Development, SDLC, Oracle, SQL, C++, Java, Requirements Analysis
Education
Alagappa University 1995 — 1997
Masters of Science, Computer Science
Doug Anson's Fidelity Investments Experience 2007 - 2008
Job Senior Bus Tech Analyst at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt March 2012 - Present
AonHewitt 2012 - 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2002 - 2007
Ceridian 2000 - 2002
Ceridian 1996 - 2000
Ceridian 1993 - 1996
Ceridian 1988 - 1993
Skills
Business Analysis, Requirements Gathering, Visio, Process Improvement, Testing, Data Analysis, Business Requirements, Requirements Analysis, Outsourcing, User Acceptance Testing, Software Documentation, Business Process..., SDLC, Vendor Management, Quality Assurance
Education
Allegheny College 1979 — 1982
Aon Hewitt March 2012 - Present
AonHewitt 2012 - 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2002 - 2007
Ceridian 2000 - 2002
Ceridian 1996 - 2000
Ceridian 1993 - 1996
Ceridian 1988 - 1993
Skills
Business Analysis, Requirements Gathering, Visio, Process Improvement, Testing, Data Analysis, Business Requirements, Requirements Analysis, Outsourcing, User Acceptance Testing, Software Documentation, Business Process..., SDLC, Vendor Management, Quality Assurance
Education
Allegheny College 1979 — 1982
Patrick Williams, PMP, MBA's Fidelity Investments Experience February 2010 - Present
Job IT Project Manager at Dell
Industry Information Technology and Services
Experience
Dell September 2013 - Present
Fidelity Investments February 2010 - Present
EDS February 2001 - December 2008
IDX Systems February 1999 - February 2001
Skills
Unix, IT Management, Business Analysis, Project Planning, Project Implementation, Systems Programming, Risk Management, Strategic Leadership, Cross-functional Team..., Testing, SDLC, Management, PMO, Visio, Requirements Gathering, Analysis, IT Strategy, SQL, Scrum, User Acceptance Testing, Project Management, PMP, Perl, Requirements Analysis, Vendor Management, Quality Assurance, Integration, SharePoint, Program Management, Leadership, Strategic Planning, Business Requirements, Team Leadership
Education
Amberton University 2010 — 2012
Master of Business Administration (MBA), Strategic Leadership
Southern University and Agricultural and Mechanical College at Baton Rouge 1991 — 1996
Bachelor of Science (BS), Computer Science
Dell September 2013 - Present
Fidelity Investments February 2010 - Present
EDS February 2001 - December 2008
IDX Systems February 1999 - February 2001
Skills
Unix, IT Management, Business Analysis, Project Planning, Project Implementation, Systems Programming, Risk Management, Strategic Leadership, Cross-functional Team..., Testing, SDLC, Management, PMO, Visio, Requirements Gathering, Analysis, IT Strategy, SQL, Scrum, User Acceptance Testing, Project Management, PMP, Perl, Requirements Analysis, Vendor Management, Quality Assurance, Integration, SharePoint, Program Management, Leadership, Strategic Planning, Business Requirements, Team Leadership
Education
Amberton University 2010 — 2012
Master of Business Administration (MBA), Strategic Leadership
Southern University and Agricultural and Mechanical College at Baton Rouge 1991 — 1996
Bachelor of Science (BS), Computer Science
Anthony Lucchesi's Fidelity Investments Experience September 2012 - November 2012
Job Investments Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - November 2012
T. Rowe Price April 2008 - September 2012
Waddell & Reed, Inc. June 2007 - April 2008
Education
American InterContinental University 2005 — 2007
Fidelity Investments September 2012 - November 2012
T. Rowe Price April 2008 - September 2012
Waddell & Reed, Inc. June 2007 - April 2008
Education
American InterContinental University 2005 — 2007
Lee P. Ellwood CIMA®'s Fidelity Investments Experience December 1994 - December 1998
Job Vice President Regional Director Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2006 - Present
Placemark Investments May 2003 - December 2006
Cabot Money Management March 1999 - December 2001
Fidelity Investments December 1994 - December 1998
Skills
Asset Allocation, Series 65, Separately Managed..., Series 7, Alternative Investments, ETFs, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Managing Accounts
Education
Alfred University 1987 — 1991
Morgan Stanley Smith Barney December 2006 - Present
Placemark Investments May 2003 - December 2006
Cabot Money Management March 1999 - December 2001
Fidelity Investments December 1994 - December 1998
Skills
Asset Allocation, Series 65, Separately Managed..., Series 7, Alternative Investments, ETFs, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Managing Accounts
Education
Alfred University 1987 — 1991
Steven D'Agati's Fidelity Investments Experience January 2010 - Present
Job Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2010 - Present
State Street July 2007 - December 2009
Investors Bank & Trust May 2002 - July 2007
Brown Brothers Harriman April 1996 - May 2002
JP Morgan February 1995 - April 1996
Citigroup June 1988 - February 1995
National Westminster Bank August 1987 - June 1988
Skills
Corporate Actions, Middle Office, Securities Lending, Mutual Funds, Fixed Income, Global Custody, Securities, Settlement, Equities, Back Office, Derivatives, Financial Services, Investments, Risk Management
Education
Adelphi University 1989 — 1992
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Miller Place High School 1979 — 1983
NY Regents Diploma, Honors HS Education
Fidelity Investments January 2010 - Present
State Street July 2007 - December 2009
Investors Bank & Trust May 2002 - July 2007
Brown Brothers Harriman April 1996 - May 2002
JP Morgan February 1995 - April 1996
Citigroup June 1988 - February 1995
National Westminster Bank August 1987 - June 1988
Skills
Corporate Actions, Middle Office, Securities Lending, Mutual Funds, Fixed Income, Global Custody, Securities, Settlement, Equities, Back Office, Derivatives, Financial Services, Investments, Risk Management
Education
Adelphi University 1989 — 1992
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Miller Place High School 1979 — 1983
NY Regents Diploma, Honors HS Education
John Mimnaugh's Fidelity Investments Experience April 2007 - Present
Job Project Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments August 2001 - April 2007
Fidelity Investments August 2000 - August 2001
Fidelity Investments August 1999 - August 2000
Skills
Insurance, Payroll, Benefits Administration, Business Analysis, Employee Benefits, Process Improvement
Education
Keene State College 1982 — 1984
BA, Public Affairs/Journalism
Alfred State College - SUNY College of Technology 1974 — 1976
AAS, Public Administration
Fidelity Investments April 2007 - Present
Fidelity Investments August 2001 - April 2007
Fidelity Investments August 2000 - August 2001
Fidelity Investments August 1999 - August 2000
Skills
Insurance, Payroll, Benefits Administration, Business Analysis, Employee Benefits, Process Improvement
Education
Keene State College 1982 — 1984
BA, Public Affairs/Journalism
Alfred State College - SUNY College of Technology 1974 — 1976
AAS, Public Administration
Amer Helmy's Fidelity Investments Experience August 2014 - Present
Job IT Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2014 - Present
Morgan Stanley June 2012 - May 2014
Fidelity Investments April 2009 - June 2012
Prudential Investments. August 2008 - January 2009
Morgan Stanley June 2007 - April 2008
Prudential Financial April 2005 - June 2007
Wachovia Securities/Prudential Securities May 1995 - April 2005
Prudential Securities 2000 - 2004
Wachovia Securities, LLC 2000 - 2004
Delaware Charter Guarantee & Trust February 1994 - May 1995
Skills
CICS, SDLC, Business Analysis, Business Requirements, Management, Project Management, JCL, Software Project..., Databases, VSAM, Mainframe, Enterprise Architecture, Data Modeling, Agile Methodologies, IBM Mainframe, Process Improvement, Project Portfolio..., Requirements Analysis, Program Management, COBOL, Business Intelligence, Visio, IT Strategy, Disaster Recovery, DB2, Change Management, Systems Analysis, Project Planning, Financial Services, Requirements Gathering, User Acceptance Testing, Business Process, Risk Management, MS Project, SharePoint, Integration, IT Management, Software Documentation, Fileaid, Analysis, Quality Center, SQL, Data Warehousing, Endeavor, MVS, Leadership, PMO
Education
Brookdale Community College 2005 — 2006
Chubb Institute 1992 — 2000
Alexandria University 1985 — 1990
pychology
Fidelity Investments August 2014 - Present
Morgan Stanley June 2012 - May 2014
Fidelity Investments April 2009 - June 2012
Prudential Investments. August 2008 - January 2009
Morgan Stanley June 2007 - April 2008
Prudential Financial April 2005 - June 2007
Wachovia Securities/Prudential Securities May 1995 - April 2005
Prudential Securities 2000 - 2004
Wachovia Securities, LLC 2000 - 2004
Delaware Charter Guarantee & Trust February 1994 - May 1995
Skills
CICS, SDLC, Business Analysis, Business Requirements, Management, Project Management, JCL, Software Project..., Databases, VSAM, Mainframe, Enterprise Architecture, Data Modeling, Agile Methodologies, IBM Mainframe, Process Improvement, Project Portfolio..., Requirements Analysis, Program Management, COBOL, Business Intelligence, Visio, IT Strategy, Disaster Recovery, DB2, Change Management, Systems Analysis, Project Planning, Financial Services, Requirements Gathering, User Acceptance Testing, Business Process, Risk Management, MS Project, SharePoint, Integration, IT Management, Software Documentation, Fileaid, Analysis, Quality Center, SQL, Data Warehousing, Endeavor, MVS, Leadership, PMO
Education
Brookdale Community College 2005 — 2006
Chubb Institute 1992 — 2000
Alexandria University 1985 — 1990
pychology
Paul Adewuyi's Fidelity Investments Experience Securities AnalystFannie Mae CorporationOctober 2004 - September 2007
Job Director Fund Accounting (ASET) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Securities AnalystFannie Mae CorporationOctober 2004 - September 2007
J P Morgan Chase Inc July 2003 - October 2004
J P Morgan Chase Inc June 2002 - June 2003
J P Morgan Chase Inc. June 2000 - August 2002
CompUSA Inc May 1998 - June 2000
Brinkker International May 1991 - May 1998
Education
Amberton University 2000 — 2002
MBA, General Business and Finance
Southern University and Agricultural and Mechanical College at Baton Rouge 1991 — 1995
Bachelors, Accounting
Fidelity Investments Securities AnalystFannie Mae CorporationOctober 2004 - September 2007
J P Morgan Chase Inc July 2003 - October 2004
J P Morgan Chase Inc June 2002 - June 2003
J P Morgan Chase Inc. June 2000 - August 2002
CompUSA Inc May 1998 - June 2000
Brinkker International May 1991 - May 1998
Education
Amberton University 2000 — 2002
MBA, General Business and Finance
Southern University and Agricultural and Mechanical College at Baton Rouge 1991 — 1995
Bachelors, Accounting
Janusz Juda's Fidelity Investments Experience July 1996 - February 2009
Job Sr Internet Architect at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Merrill Lynch 2010 - 2012
Fidelity Investments July 1996 - February 2009
Fidelity Investments 2001 - 2003
Fidelity Investments July 1996 - 2001
Harvard University 1986 - July 1996
Harvard University 1983 - 1986
Skills
PHP, Software Development, Perl, Agile Methodologies, Application Architecture, Enterprise Architecture, Unix, Java, Websphere, SDLC, Web Applications, Architecture, Integration, Cloud Computing, SOA, Operating Systems, Solaris, Java Enterprise Edition, Software Design, System Architecture, Security, Tomcat, Software Project..., XML, Requirements Analysis, Web Services, Agile Project Management, Solution Architecture, Scrum, Weblogic
Education
Harvard University 1988 — 1990
M.S., Computer Science
AGH University of Science and Technology 1977 — 1982
M.S., Automatic System Control/IEEE
TIAA-CREF March 2012 - Present
Merrill Lynch 2010 - 2012
Fidelity Investments July 1996 - February 2009
Fidelity Investments 2001 - 2003
Fidelity Investments July 1996 - 2001
Harvard University 1986 - July 1996
Harvard University 1983 - 1986
Skills
PHP, Software Development, Perl, Agile Methodologies, Application Architecture, Enterprise Architecture, Unix, Java, Websphere, SDLC, Web Applications, Architecture, Integration, Cloud Computing, SOA, Operating Systems, Solaris, Java Enterprise Edition, Software Design, System Architecture, Security, Tomcat, Software Project..., XML, Requirements Analysis, Web Services, Agile Project Management, Solution Architecture, Scrum, Weblogic
Education
Harvard University 1988 — 1990
M.S., Computer Science
AGH University of Science and Technology 1977 — 1982
M.S., Automatic System Control/IEEE
Veerichetty Prabakaran's Fidelity Investments Experience August 2012 - Present
Job Director of Architecture Investment Management Technology at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments December 2009 - August 2012
Fidelity Investments June 2006 - December 2009
Hewlett Packard September 2000 - June 2006
Xoriant (TekEdge) September 1999 - September 2000
TRIAD Systems Integration February 1999 - August 1999
Skills
SOA, Hibernate, Spring, Oracle, Architecture, iBatis, Struts, MySQL, TIBCO iProcess, CEP, Web Services, Java Enterprise Edition, Technical Leadership, Agile Methodologies, Architectures, SDLC, Spring Framework, Requirements Analysis, Software Project..., Integration
Education
Alagappa University 1997 — 1999
M.Sc, computer science
Fidelity Investments August 2012 - Present
Fidelity Investments December 2009 - August 2012
Fidelity Investments June 2006 - December 2009
Hewlett Packard September 2000 - June 2006
Xoriant (TekEdge) September 1999 - September 2000
TRIAD Systems Integration February 1999 - August 1999
Skills
SOA, Hibernate, Spring, Oracle, Architecture, iBatis, Struts, MySQL, TIBCO iProcess, CEP, Web Services, Java Enterprise Edition, Technical Leadership, Agile Methodologies, Architectures, SDLC, Spring Framework, Requirements Analysis, Software Project..., Integration
Education
Alagappa University 1997 — 1999
M.Sc, computer science
Kelly Vanderberg's Fidelity Investments Experience November 1998 - April 2002
Job Teacher at FWISD
Industry Education Management
Experience
FWISD February 2010 - Present
Fort Worth ISD November 2008 - June 2011
Bank One April 2002 - April 2004
Fidelity Investments November 1998 - April 2002
Education
Amberton University
BA
FWISD February 2010 - Present
Fort Worth ISD November 2008 - June 2011
Bank One April 2002 - April 2004
Fidelity Investments November 1998 - April 2002
Education
Amberton University
BA
Francis Puda's Fidelity Investments Experience April 2013 - Present
Job Director, Strategic Planning and Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments October 1996 - April 2013
Skills
Analysis, Financial Analysis, Mutual Funds, Finance, Process Improvement, Business Process, Management, Financial Services, Financial Modeling, Forecasting, Financial Planning, Budgets
Education
Bryant University 1999 — 2002
MBA, Finance
SUNY Fredonia 1989 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Alfred State College - SUNY College of Technology 1987 — 1989
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Olean High School
Olean High School
Olean High School
Fidelity Investments April 2013 - Present
Fidelity Investments October 1996 - April 2013
Skills
Analysis, Financial Analysis, Mutual Funds, Finance, Process Improvement, Business Process, Management, Financial Services, Financial Modeling, Forecasting, Financial Planning, Budgets
Education
Bryant University 1999 — 2002
MBA, Finance
SUNY Fredonia 1989 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Alfred State College - SUNY College of Technology 1987 — 1989
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Olean High School
Olean High School
Olean High School
Philip Gayle's Fidelity Investments Experience March 2012 - June 2013
Job Software Configuration Management Engineer at L3 AeroSpace
Industry Information Technology and Services
Experience
L-3 AeroSpace 2013 - Present
Fidelity Investments March 2012 - June 2013
Serena Software August 1995 - December 2011
Serena Software August 1995 - December 2011
Serena Software August 1995 - December 2000
Skills
Enterprise Software, Software Configuration..., SOA, Enterprise Architecture, Software Project..., ITIL, Agile Methodologies, Project Portfolio..., Requirements Analysis, Requirements Management, Application Lifecycle..., Scrum, Software Development, Professional Services, Release Management, PMO, Integration, CMMI, SaaS, Cloud Computing, SDLC, Configuration Management, Business Process, Unix, Software Quality..., Process Improvement, Requirements Gathering, Software Industry, Linux, Quality Assurance, Subversion, Change Management, Software Implementation, Cross-functional Team..., Tomcat, Oracle, IT Management, Agile Project Management, Pre-sales, PMP, Business Intelligence, System Administration, MS Project, Large Systems..., Resource Management, Solution Architecture, Microsoft SQL Server, IT Service Management, Visio, SharePoint
Education
Amberton University 1979 — 1983
Bachelor of Science in Computer Information Systems, Information Technology, 3.5
L-3 AeroSpace 2013 - Present
Fidelity Investments March 2012 - June 2013
Serena Software August 1995 - December 2011
Serena Software August 1995 - December 2011
Serena Software August 1995 - December 2000
Skills
Enterprise Software, Software Configuration..., SOA, Enterprise Architecture, Software Project..., ITIL, Agile Methodologies, Project Portfolio..., Requirements Analysis, Requirements Management, Application Lifecycle..., Scrum, Software Development, Professional Services, Release Management, PMO, Integration, CMMI, SaaS, Cloud Computing, SDLC, Configuration Management, Business Process, Unix, Software Quality..., Process Improvement, Requirements Gathering, Software Industry, Linux, Quality Assurance, Subversion, Change Management, Software Implementation, Cross-functional Team..., Tomcat, Oracle, IT Management, Agile Project Management, Pre-sales, PMP, Business Intelligence, System Administration, MS Project, Large Systems..., Resource Management, Solution Architecture, Microsoft SQL Server, IT Service Management, Visio, SharePoint
Education
Amberton University 1979 — 1983
Bachelor of Science in Computer Information Systems, Information Technology, 3.5
khadija Loh's Fidelity Investments Experience April 2012 - September 2013
Job at
Industry Mining & Metals
Experience
Novelis November 2013 - Present
Fidelity Investments April 2012 - September 2013
Marsh & Mclennan Companies, Inc November 2008 - March 2013
Professional Innovations, Inc. November 2007 - October 2008
American Suzuki Motor Corporation 2007 - 2008
IMS Health 2007 - 2007
Mobitalia 2002 - 2003
Education
Bryant University 2004 — 2006
Master of Business Administration (MBA)
Al Akhawayn University 1999 — 2003
BS, Computer Communications and Networks
Novelis November 2013 - Present
Fidelity Investments April 2012 - September 2013
Marsh & Mclennan Companies, Inc November 2008 - March 2013
Professional Innovations, Inc. November 2007 - October 2008
American Suzuki Motor Corporation 2007 - 2008
IMS Health 2007 - 2007
Mobitalia 2002 - 2003
Education
Bryant University 2004 — 2006
Master of Business Administration (MBA)
Al Akhawayn University 1999 — 2003
BS, Computer Communications and Networks
Daniel Darby's Fidelity Investments Experience 2005 - 2007
Job Managing Director Institutional Sales
Industry Financial Services
Experience
MassMutual Retirement Services December 2008 - Present
Morgan Stanley September 2007 - November 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2005 - 2007
Principal Financial Group 1999 - 2005
Principal Financial Group 1999 - 2005
Skills
Financial Services, Mutual Funds, Strategic Planning, Investments, Series 7, Series 63, Strategic Financial..., Customer Service, Retirement, Asset Allocation, Securities, Wealth Management, 401k, Retirement Planning, Investment Advisory
Education
Alma College 1986 — 1988
Bachelor of Science, Biology
MassMutual Retirement Services December 2008 - Present
Morgan Stanley September 2007 - November 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2005 - 2007
Principal Financial Group 1999 - 2005
Principal Financial Group 1999 - 2005
Skills
Financial Services, Mutual Funds, Strategic Planning, Investments, Series 7, Series 63, Strategic Financial..., Customer Service, Retirement, Asset Allocation, Securities, Wealth Management, 401k, Retirement Planning, Investment Advisory
Education
Alma College 1986 — 1988
Bachelor of Science, Biology
Ed Laskowski's Fidelity Investments Experience February 1987 - October 2014
Job Managing Director at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Fidelity Investments February 1987 - October 2014
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Finance
Adelphi University 1978 — 1983
BA, Economics
TD Ameritrade November 2014 - Present
Fidelity Investments February 1987 - October 2014
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Finance
Adelphi University 1978 — 1983
BA, Economics
Trevelyn Gyure's Fidelity Investments Experience November 1996 - January 1999
Job Banking Professional
Industry Banking
Experience
Fidelity Investments November 1996 - January 1999
NationsBank November 1992 - November 1996
Skills
Loans, Credit, Banking
Education
Amberton University 1990 — 1992
MBA, Management
Sam Houston State University 1987 — 1989
BS, Criminal Justice
Fidelity Investments November 1996 - January 1999
NationsBank November 1992 - November 1996
Skills
Loans, Credit, Banking
Education
Amberton University 1990 — 1992
MBA, Management
Sam Houston State University 1987 — 1989
BS, Criminal Justice
Andrew Barkley, CFP®'s Fidelity Investments Experience June 1994 - September 1999
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
HW Financial Advisors June 2005 - March 2014
Charles Schwab October 1999 - August 2004
Fidelity Investments June 1994 - September 1999
Education
Golden Gate University 2002 — 2005
MS, Financial Planning
Allegheny College 1990 — 1994
BA, Economics
Ameriprise Financial Services, Inc. March 2014 - Present
HW Financial Advisors June 2005 - March 2014
Charles Schwab October 1999 - August 2004
Fidelity Investments June 1994 - September 1999
Education
Golden Gate University 2002 — 2005
MS, Financial Planning
Allegheny College 1990 — 1994
BA, Economics
Amal Megally's Fidelity Investments Experience January 2008 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Fidelity Investments November 2006 - January 2008
Fidelity Investments September 2004 - November 2006
Thompson School Arlington, MA September 1996 - May 1999
Skills
Business Analysis, Access, Requirements Gathering, Testing, Data Migration, Data Analysis, User Acceptance Testing, Excel, Analytics, PowerPoint, Business Process, Gap Analysis, Business Requirements, Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Project Management, Requirements Analysis
Education
Ain Shams University 1977 — 1981
BA, Liberal Arts
Northeastern University
Working toward a certificate in Internet Technologies
Fidelity Investments January 2008 - Present
Fidelity Investments November 2006 - January 2008
Fidelity Investments September 2004 - November 2006
Thompson School Arlington, MA September 1996 - May 1999
Skills
Business Analysis, Access, Requirements Gathering, Testing, Data Migration, Data Analysis, User Acceptance Testing, Excel, Analytics, PowerPoint, Business Process, Gap Analysis, Business Requirements, Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Project Management, Requirements Analysis
Education
Ain Shams University 1977 — 1981
BA, Liberal Arts
Northeastern University
Working toward a certificate in Internet Technologies
Raheem Ismail's Fidelity Investments Experience September 2011 - May 2012
Job Business Systems Analyst at Health Fitness
Industry Information Technology and Services
Experience
Health Fitness Corporation July 2013 - Present
VRM Mortgage Services February 2013 - May 2013
Bank of America September 2012 - January 2013
Fidelity Investments September 2011 - May 2012
JPMorgan Chase October 2010 - August 2011
Global Rhymes Inc June 2009 - June 2010
CSC January 2008 - March 2009
AVA Consulting May 2006 - December 2007
Skills
Strategic Planning, SDLC, Vendor Management, Process Improvement, Human Resources, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Business Intelligence, Quality Center, Business Analysis, SharePoint, Visio, Technical Recruiting, Leadership, Training, Management, Account Management, Applicant Tracking..., Recruiting, Business Process, Customer Service, Team Building, Project Management
Education
University of North Texas
Bachelors of Arts & Sciences
University of Manchester - Manchester Business School
Master of Business Administration (M.B.A.)
Health Fitness Corporation July 2013 - Present
VRM Mortgage Services February 2013 - May 2013
Bank of America September 2012 - January 2013
Fidelity Investments September 2011 - May 2012
JPMorgan Chase October 2010 - August 2011
Global Rhymes Inc June 2009 - June 2010
CSC January 2008 - March 2009
AVA Consulting May 2006 - December 2007
Skills
Strategic Planning, SDLC, Vendor Management, Process Improvement, Human Resources, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Business Intelligence, Quality Center, Business Analysis, SharePoint, Visio, Technical Recruiting, Leadership, Training, Management, Account Management, Applicant Tracking..., Recruiting, Business Process, Customer Service, Team Building, Project Management
Education
University of North Texas
Bachelors of Arts & Sciences
University of Manchester - Manchester Business School
Master of Business Administration (M.B.A.)
Manbo Luo's Fidelity Investments Experience March 2007 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Vertical Applications Limited/Ottawa, Canada March 1998 - May 1999
Skills
Access, Excel, SQL, XML, VBA, Databases, Problem Solving, Analysis, Programming, Word, Outlook, Microsoft Office, Visio, Data Analysis, Visual Basic
Education
Algonquin College of Applied Arts and Technology
Associate’s Degree, Business Accounting
Beijing University of Technology
Bachelor's Degree, Engineering
CompuSkills Information Technology Education Center
Associate's Degree, Visual Basic Application Developer (VBAD)
Fidelity Investments March 2007 - Present
Vertical Applications Limited/Ottawa, Canada March 1998 - May 1999
Skills
Access, Excel, SQL, XML, VBA, Databases, Problem Solving, Analysis, Programming, Word, Outlook, Microsoft Office, Visio, Data Analysis, Visual Basic
Education
Algonquin College of Applied Arts and Technology
Associate’s Degree, Business Accounting
Beijing University of Technology
Bachelor's Degree, Engineering
CompuSkills Information Technology Education Center
Associate's Degree, Visual Basic Application Developer (VBAD)
Lilly Nickerson's Fidelity Investments Experience March 1986 - January 1997
Job Securities Operations Executive Corporate Actions, Global Trade, Mutual Fund Operations, Cash Management
Industry Financial Services
Experience
JPMorgan Chase January 2009 - Present
JPMorgan Chase & Co. December 2005 - January 2009
JPMorgan Chase & Co. August 2000 - December 2005
Bank One January 1997 - August 2000
Fidelity Investments March 1986 - January 1997
Skills
Risk Management, Management, Banking, Financial Analysis, Leadership, Financial Services, Investment Banking
Education
Amberton University 1988 — 1991
Master of Business Administration, Finance, General
Texas A&M University-Commerce 1982 — 1985
Bachelor of Business Administration, Finance, General
JPMorgan Chase January 2009 - Present
JPMorgan Chase & Co. December 2005 - January 2009
JPMorgan Chase & Co. August 2000 - December 2005
Bank One January 1997 - August 2000
Fidelity Investments March 1986 - January 1997
Skills
Risk Management, Management, Banking, Financial Analysis, Leadership, Financial Services, Investment Banking
Education
Amberton University 1988 — 1991
Master of Business Administration, Finance, General
Texas A&M University-Commerce 1982 — 1985
Bachelor of Business Administration, Finance, General
Anthony Akinyede's Fidelity Investments Experience 1996 - 1998
Job Chief Executive Officer at SISTER NURSE Home Care
Industry Think Tanks
Experience
SISTER NURSE Home Care February 2014 - Present
Frisco Party And Event Hall September 2009 - Present
African American Think-tank, Inc 2005 - 2009
Southwestern Bell Corporation 1998 - 2000
Wells Fargo Bank 1998 - 2000
Fidelity Investments 1996 - 1998
Wells Fargo Bank Inc January 1996 - January 1997
Fidelity Investments January 1993 - January 1996
Skills
Event Planning, Event Management, Start-ups, Africa, Consultancy Services, Import/Export, Banking, Insurance, Financial Planning, Telecommunications, Call Center Development, Retail Management, Investments, International Business, Staff Development, Food & Beverage, Change Management, Real Estate Development, Real Estate, Negotiating Contracts, Contract Management, Product Development, Product Management, Leasing, International Relations, Contract Negotiation, Strategy, Project Planning, Sales
Education
Alliant International University-San Diego Scripps Ranch
Master of Arts, International Relations/International Business
Alliant International University-San Diego Scripps Ranch
B.A, International Relations
Stafford House Tutorial College (UK)
Advanced Level Political Science, Englis, Political Science, English Law & Fine Arts
SISTER NURSE Home Care February 2014 - Present
Frisco Party And Event Hall September 2009 - Present
African American Think-tank, Inc 2005 - 2009
Southwestern Bell Corporation 1998 - 2000
Wells Fargo Bank 1998 - 2000
Fidelity Investments 1996 - 1998
Wells Fargo Bank Inc January 1996 - January 1997
Fidelity Investments January 1993 - January 1996
Skills
Event Planning, Event Management, Start-ups, Africa, Consultancy Services, Import/Export, Banking, Insurance, Financial Planning, Telecommunications, Call Center Development, Retail Management, Investments, International Business, Staff Development, Food & Beverage, Change Management, Real Estate Development, Real Estate, Negotiating Contracts, Contract Management, Product Development, Product Management, Leasing, International Relations, Contract Negotiation, Strategy, Project Planning, Sales
Education
Alliant International University-San Diego Scripps Ranch
Master of Arts, International Relations/International Business
Alliant International University-San Diego Scripps Ranch
B.A, International Relations
Stafford House Tutorial College (UK)
Advanced Level Political Science, Englis, Political Science, English Law & Fine Arts
KENT BUCKNER's Fidelity Investments Experience Financial AnalystLucent Technologies1987 - 2002
Job Financial Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Financial AnalystLucent Technologies1987 - 2002
Education
Albright College 1979 — 1983
BS, Accounting
Fidelity Investments Financial AnalystLucent Technologies1987 - 2002
Education
Albright College 1979 — 1983
BS, Accounting
Waleed Khedr's Fidelity Investments Experience 2000 - 2008
Job Information Technology Business Intelligence & Data Warehousing
Industry Information Technology and Services
Experience
Fidelity Investments 2000 - 2008
Parallogic 1996 - 1998
Skills
Analytics, Requirements Analysis, Web Analytics, Business Analysis, Data Warehousing, Business Intelligence, SDLC, Data Mining, Strategy, Data Analysis, Databases, Oracle, Requirements Gathering, SQL, Data Modeling, ETL, Informatica, Software Project..., PL/SQL
Education
Ain Shams University 1981 — 1986
Bachelor's Degree, Electrical Engineering, Computers and Automatic Control
Fidelity Investments 2000 - 2008
Parallogic 1996 - 1998
Skills
Analytics, Requirements Analysis, Web Analytics, Business Analysis, Data Warehousing, Business Intelligence, SDLC, Data Mining, Strategy, Data Analysis, Databases, Oracle, Requirements Gathering, SQL, Data Modeling, ETL, Informatica, Software Project..., PL/SQL
Education
Ain Shams University 1981 — 1986
Bachelor's Degree, Electrical Engineering, Computers and Automatic Control
Sami Tanious's Fidelity Investments Experience January 1998 - November 2006
Job Arabic/English interpreter at LanguageLine Solutions
Industry Financial Services
Experience
LanguageLine Solutions October 2013 - Present
State Street November 2006 - October 2013
Fidelity Investments January 1998 - November 2006
Skills
Singing, Drummer, Worship Leading, Microsoft Office, Microsoft Excel, Risk Management, Customer Service, Access, Business Analysis
Education
Bryant College 2005 — 2005
Certificate, Business Management
Ain Shams University 1984 — 1988
B.Sc., Biochemistry
LanguageLine Solutions October 2013 - Present
State Street November 2006 - October 2013
Fidelity Investments January 1998 - November 2006
Skills
Singing, Drummer, Worship Leading, Microsoft Office, Microsoft Excel, Risk Management, Customer Service, Access, Business Analysis
Education
Bryant College 2005 — 2005
Certificate, Business Management
Ain Shams University 1984 — 1988
B.Sc., Biochemistry
Dipeshwar Shrestha's Fidelity Investments Experience February 2013 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments April 2012 - February 2013
Brown Brothers Harriman June 2011 - October 2011
Putnam Investments September 2010 - May 2011
JP Morgan July 2010 - August 2010
RBS Sempra Commodities October 2004 - 2010
Alabama A&M University July 2002 - August 2004
Mercantile Office Systems, Nepal March 2000 - March 2002
Skills
JBoss Application Server, Hibernate, Ant, JDBC, EJB, Spring, Maven, Hadoop, Oracle, XML, XSLT, Spring Batch, spring inte, C#, SOAP, REST, Drools, Groovy, bash, Ubuntu, Software Development, Web Services, SOA, JSP, Eclipse, JMS, Tomcat, Struts, JUnit, Java, PL/SQL, Hudson, Linux, Agile Methodologies, Design Patterns, Unix, SoapUI, iBatis, Core Java, Java Enterprise Edition, Subversion, Servlets, SQL, JavaScript, JAXB, Spring Framework
Education
Alabama Agricultural and Mechanical University 2002 — 2004
MS, Computer Science
Tribhuvan University, Nepal 1995 — 1999
BE, Electronics Engineering
Fidelity Investments February 2013 - Present
Fidelity Investments April 2012 - February 2013
Brown Brothers Harriman June 2011 - October 2011
Putnam Investments September 2010 - May 2011
JP Morgan July 2010 - August 2010
RBS Sempra Commodities October 2004 - 2010
Alabama A&M University July 2002 - August 2004
Mercantile Office Systems, Nepal March 2000 - March 2002
Skills
JBoss Application Server, Hibernate, Ant, JDBC, EJB, Spring, Maven, Hadoop, Oracle, XML, XSLT, Spring Batch, spring inte, C#, SOAP, REST, Drools, Groovy, bash, Ubuntu, Software Development, Web Services, SOA, JSP, Eclipse, JMS, Tomcat, Struts, JUnit, Java, PL/SQL, Hudson, Linux, Agile Methodologies, Design Patterns, Unix, SoapUI, iBatis, Core Java, Java Enterprise Edition, Subversion, Servlets, SQL, JavaScript, JAXB, Spring Framework
Education
Alabama Agricultural and Mechanical University 2002 — 2004
MS, Computer Science
Tribhuvan University, Nepal 1995 — 1999
BE, Electronics Engineering
Tim McWilliams's Fidelity Investments Experience October 2014 - Present
Job Fixed Income Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Catalyst Corporate Credit Union March 2012 - February 2014
First Empire Securities May 1986 - November 2011
Skills
Fixed Income, Investments, Series 7, Securities, Portfolio Management, Asset Management, Trading, Bloomberg, Series 63, Wealth Management, Investment Banking, Bonds, Financial Services, Financial Markets, Investment Strategies, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Series 24, Strategic Financial..., Retirement Planning, Institutional..., MBS, Wealth Management...
Education
Adelphi University 1982 — 1985
Economics
Fidelity Investments October 2014 - Present
Catalyst Corporate Credit Union March 2012 - February 2014
First Empire Securities May 1986 - November 2011
Skills
Fixed Income, Investments, Series 7, Securities, Portfolio Management, Asset Management, Trading, Bloomberg, Series 63, Wealth Management, Investment Banking, Bonds, Financial Services, Financial Markets, Investment Strategies, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Series 24, Strategic Financial..., Retirement Planning, Institutional..., MBS, Wealth Management...
Education
Adelphi University 1982 — 1985
Economics
Darway Dalmeida's Fidelity Investments Experience December 2006 - March 2007
Job Benefits Advisor at Aon
Industry Insurance
Experience
Aon Hewitt July 2014 - Present
Mel Darway and Associate LLC November 2012 - Present
APAC July 2013 - May 2014
Prince Parker and Associates September 2010 - November 2012
Aflac September 2009 - August 2010
Fidelity Investments December 2006 - March 2007
US Navy September 2003 - November 2006
University of Massachusetts Lowell August 1999 - June 2003
Skills
Long-term Care, Critical Illness, Fixed Annuities, Small Business, Retirement, Sales Management, Leadership, New Business Development, Marketing, Risk Management, Public Speaking, Recruiting, Management, Business Analysis, Microsoft Office
Education
Amberton University 2014 — 2017
Master of Business Administration (M.B.A.), Project Management, 3.4
University of Massachusetts Lowell 1999 — 2003
Bachelor’s Degree, Management Information Systems and Services, 0.00
Aon Hewitt July 2014 - Present
Mel Darway and Associate LLC November 2012 - Present
APAC July 2013 - May 2014
Prince Parker and Associates September 2010 - November 2012
Aflac September 2009 - August 2010
Fidelity Investments December 2006 - March 2007
US Navy September 2003 - November 2006
University of Massachusetts Lowell August 1999 - June 2003
Skills
Long-term Care, Critical Illness, Fixed Annuities, Small Business, Retirement, Sales Management, Leadership, New Business Development, Marketing, Risk Management, Public Speaking, Recruiting, Management, Business Analysis, Microsoft Office
Education
Amberton University 2014 — 2017
Master of Business Administration (M.B.A.), Project Management, 3.4
University of Massachusetts Lowell 1999 — 2003
Bachelor’s Degree, Management Information Systems and Services, 0.00
Alda Julienne's Fidelity Investments Experience June 2010 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments June 2006 - June 2010
Skills
Financial Services, Risk Management, Equities, Investments, SDLC, Mutual Funds, Business Analysis, Portfolio Management, Wealth Management, Securities, Relationship Management, Series 7, Series 24
Education
Adelphi University 1988 — 1992
Business/Corporate Communications
Fidelity Investments June 2010 - Present
Fidelity Investments June 2006 - June 2010
Skills
Financial Services, Risk Management, Equities, Investments, SDLC, Mutual Funds, Business Analysis, Portfolio Management, Wealth Management, Securities, Relationship Management, Series 7, Series 24
Education
Adelphi University 1988 — 1992
Business/Corporate Communications
Alda Julienne's Fidelity Investments Experience February 2001 - Present
Job Fidelity Investments Operations
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
Skills
Series 7, Problem Solving, Customer Experience, Mutual Funds, Financial Services, FINRA, Securities, Banking, Series 63, Series 24, Risk Management, Fixed Income, Relationship Management, Equities, Business Analysis
Education
Adelphi University 1989 — 1992
BS, Business Communication
Fidelity Investments February 2001 - Present
Skills
Series 7, Problem Solving, Customer Experience, Mutual Funds, Financial Services, FINRA, Securities, Banking, Series 63, Series 24, Risk Management, Fixed Income, Relationship Management, Equities, Business Analysis
Education
Adelphi University 1989 — 1992
BS, Business Communication
Marc Lachance's Fidelity Investments Experience September 2000 - August 2008
Job Director, Retirement Solutions Group
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
Great-West Financial 2008 - May 2014
Great West Life September 2008 - November 2012
Great West September 2008 - May 2012
Fidelity Investments September 2000 - August 2008
Skills
Sales Management, Series 24, Indirect Sales Channels, Direct Sales, Sales Presentations, Driving Results, Insurance, Sales Process, Series 63, Mutual Funds, Series 7, Financial Services, Retirement Planning, Asset Allocation, IRAs, FINRA, Defined Benefit, Investments, Securities, Relationship Management, Series 26, Salesforce.com, Siebel, Training, Job Coaching, Compliance, Trading, Retirement Savings, Annuity Sales, Sales, Leadership, 401k, Retirement, Management
Education
Adelphi University 1993 — 1997
Bachelor of Arts, Political Science
EMPOWER Retirement September 2014 - Present
Great-West Financial 2008 - May 2014
Great West Life September 2008 - November 2012
Great West September 2008 - May 2012
Fidelity Investments September 2000 - August 2008
Skills
Sales Management, Series 24, Indirect Sales Channels, Direct Sales, Sales Presentations, Driving Results, Insurance, Sales Process, Series 63, Mutual Funds, Series 7, Financial Services, Retirement Planning, Asset Allocation, IRAs, FINRA, Defined Benefit, Investments, Securities, Relationship Management, Series 26, Salesforce.com, Siebel, Training, Job Coaching, Compliance, Trading, Retirement Savings, Annuity Sales, Sales, Leadership, 401k, Retirement, Management
Education
Adelphi University 1993 — 1997
Bachelor of Arts, Political Science
Bizzy Driscoll's Fidelity Investments Experience April 2012 - July 2012
Job Mortgage Loan Officer
Industry Financial Services
Experience
Fidelity Investments April 2012 - July 2012
RiverHills Bank July 2011 - April 2012
Fifth Third Bank 2010 - 2011
Sibcy Cline Realtors 2006 - 2010
Town&Country Mtg and Barnaclo Home Loans 1996 - 1999
Education
Albion College 1982 — 1986
BA, Political Science
Fidelity Investments April 2012 - July 2012
RiverHills Bank July 2011 - April 2012
Fifth Third Bank 2010 - 2011
Sibcy Cline Realtors 2006 - 2010
Town&Country Mtg and Barnaclo Home Loans 1996 - 1999
Education
Albion College 1982 — 1986
BA, Political Science
Leah Kwartler's Fidelity Investments Experience November 2009 - Present
Job VP Accounting Policy & Standards at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
First Data Corporation March 2001 - November 2009
Ernst & Young October 1994 - November 2000
Skills
SOX, Financial Reporting, Technical Accounting, US GAAP, IFRS, SEC reporting, GAAP, SEC filings, Consolidation, Mergers, Internal Controls, External Audit, Accounting, Auditing, Financial Analysis, Compliance, Revenue Recognition, Audit, Accounting Policy, General Ledger, FASB, Due Diligence, Financial Control, Big 4, Accounts Payable, Analysis, Finance, IT Audit, Mergers, Sarbanes-Oxley Act
Education
Hofstra University 2008 — 2009
Adelphi University 1990 — 1994
Bachelor of Business Administration, Accounting
Fidelity Investments November 2009 - Present
First Data Corporation March 2001 - November 2009
Ernst & Young October 1994 - November 2000
Skills
SOX, Financial Reporting, Technical Accounting, US GAAP, IFRS, SEC reporting, GAAP, SEC filings, Consolidation, Mergers, Internal Controls, External Audit, Accounting, Auditing, Financial Analysis, Compliance, Revenue Recognition, Audit, Accounting Policy, General Ledger, FASB, Due Diligence, Financial Control, Big 4, Accounts Payable, Analysis, Finance, IT Audit, Mergers, Sarbanes-Oxley Act
Education
Hofstra University 2008 — 2009
Adelphi University 1990 — 1994
Bachelor of Business Administration, Accounting
Dianne Loomis, CPC, QPA, CEBS's Fidelity Investments Experience September 2013 - January 2014
Job Retirement Plan Professional
Industry Financial Services
Experience
Fidelity Investments September 2013 - January 2014
Presbyterian Healthcare Services November 2005 - June 2011
Sample & Bailey CPAs June 2004 - September 2005
AIG/VALIC August 1997 - August 2003
Skills
Employee Benefits, Defined Benefit, Defined Contribution, 403(b) Plans, Benefit Plan..., Retirement Plan..., Qualified Retirement..., Profit Sharing, Compliance, ERISA
Education
Amberton University
Master of Business Administration (MBA), Business Administration and Management, General
The University of New Mexico
Fidelity Investments September 2013 - January 2014
Presbyterian Healthcare Services November 2005 - June 2011
Sample & Bailey CPAs June 2004 - September 2005
AIG/VALIC August 1997 - August 2003
Skills
Employee Benefits, Defined Benefit, Defined Contribution, 403(b) Plans, Benefit Plan..., Retirement Plan..., Qualified Retirement..., Profit Sharing, Compliance, ERISA
Education
Amberton University
Master of Business Administration (MBA), Business Administration and Management, General
The University of New Mexico
Catrina Lockard's Fidelity Investments Experience May 2008 - August 2009
Job WWIN Web Manager at WWIN
Industry Nonprofit Organization Management
Experience
WWIN January 2011 - Present
Fidelity Investments May 2008 - August 2009
Education
American InterContinental University 2007 — 2007
Associates, Business Administration
WWIN January 2011 - Present
Fidelity Investments May 2008 - August 2009
Education
American InterContinental University 2007 — 2007
Associates, Business Administration
Molly Wolfe's Fidelity Investments Experience 2005 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
Skills
Instructional Design, Lectora
Education
Allegheny College
Rivier College
Master of Business Administration (MBA)
Fidelity Investments 2005 - Present
Skills
Instructional Design, Lectora
Education
Allegheny College
Rivier College
Master of Business Administration (MBA)
Barbara Scott's Fidelity Investments Experience September 2014 - June 2015
Job Senior QA Engineer at Allscripts
Industry Information Technology and Services
Experience
Allscripts June 2015 - Present
Fidelity Investments September 2014 - June 2015
Railinc Corp. October 2011 - September 2014
ADVACON October 2001 - August 2002
ADVACON October 2000 - June 2001
TPMC October 1998 - July 2000
Keane, Inc. September 1997 - September 1998
Analysts International Corporation (AIC) January 1996 - April 1996
Analysts International Corporation (AIC) December 1994 - December 1995
Martin Marietta April 1993 - January 1994
Skills
Software Quality..., Automated Software..., Quality Center, QTP, Agile Methodologies, Web Services, Oracle, Toad, SQL, XML, Windows, Web Applications, System Testing, Regression Testing, Manual Testing, SDLC, Test Planning, Test Cases, HP Quality Center
Education
State University of New York College at Plattsburgh 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Computer Science
Alfred State College - SUNY College of Technology 1978 — 1980
Associate of Arts and Sciences (A.A.S.), Data Processing
Allscripts June 2015 - Present
Fidelity Investments September 2014 - June 2015
Railinc Corp. October 2011 - September 2014
ADVACON October 2001 - August 2002
ADVACON October 2000 - June 2001
TPMC October 1998 - July 2000
Keane, Inc. September 1997 - September 1998
Analysts International Corporation (AIC) January 1996 - April 1996
Analysts International Corporation (AIC) December 1994 - December 1995
Martin Marietta April 1993 - January 1994
Skills
Software Quality..., Automated Software..., Quality Center, QTP, Agile Methodologies, Web Services, Oracle, Toad, SQL, XML, Windows, Web Applications, System Testing, Regression Testing, Manual Testing, SDLC, Test Planning, Test Cases, HP Quality Center
Education
State University of New York College at Plattsburgh 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Computer Science
Alfred State College - SUNY College of Technology 1978 — 1980
Associate of Arts and Sciences (A.A.S.), Data Processing
Carolyn Simmons's Fidelity Investments Experience
Job Sr Fund Account Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Microsoft Excel, Project Management, Equities, Customer Service, Process Improvement, Strategic Planning
Education
Alabama Agricultural and Mechanical University 1980 — 1985
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Alabama Agricultural and Mechanical University
Finance, Accounting and Finance
Fidelity Investments
Skills
Microsoft Excel, Project Management, Equities, Customer Service, Process Improvement, Strategic Planning
Education
Alabama Agricultural and Mechanical University 1980 — 1985
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Alabama Agricultural and Mechanical University
Finance, Accounting and Finance
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank