Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Fidelity Investments November 2014 - Present
IBM March 2001 - October 2014
Skills
Disaster Recovery, IBM Mainframe, Mainframe, DB2, JCL, CICS, Integration, ITIL
Education
University of South Florida 1999 — 2000
Bachelor's degree, Computer/Information Technology Administration and Management
Fidelity Investments July 2015 - Present
USAA August 2013 - July 2015
USAA May 2013 - August 2013
Wilton Simpson for State Senate April 2012 - August 2012
MISource December 2010 - January 2011
Skills
Insurance, Leadership, Insurance Adjusting, Microsoft Excel, Financial Analysis, Automobile Liability, Property Damage, Auto Claims, Subrogation, Banking, Microsoft Office, Negotiation, Credit Risk, Financial Reporting, Public Speaking
Education
University of South Florida 2009 — 2013
Bachelor of Science (BS), Finance
Fidelity Investments October 2011 - Present
Diversified Investment Advisors July 2005 - October 2011
T. Rowe Price March 1995 - March 2004
Education
University of Southern California 1987 — 1989
MA, International Relations
Cengage Learning June 2013 - Present
Cengage Learning November 2012 - Present
Taylor & Francis Group April 2012 - December 2012
Elsevier, Inc October 2009 - April 2012
Elsevier, Inc August 2007 - October 2009
Phoenix Media/Communications Group April 2005 - August 2007
Phoenix Media/Communications Group October 2002 - April 2005
Fidelity Investments November 2001 - October 2002
Skills
Social Media, Integrated Marketing, Writing, Analytics, Business Relationship..., Online Marketing, Publishing, Promotions, Social Networking, Market Planning, Facebook, Social Media Marketing, Marketing Communications, SEO, Advertising, Digital Marketing, Email Marketing, Marketing Strategy, Event Management, Market Research, Copywriting, Blogging, Lead Generation, E-commerce, Editing, Product Development, SEM, Strategic Planning, Sales, New Media, Editorial, Product Management, Google Analytics, Content Strategy, Content Management, Digital Media, Content Development, Trade Shows, Account Management, Marketing, Management, Online Publishing, Direct Marketing, Strategy, Leadership
Education
University of Southern California 1996 — 2000
BFA Writing, School of Cinematic Artis
MetLife March 2013 - Present
Transamerica Asset Management 2011 - March 2013
Fidelity Investments April 2006 - May 2011
Fidelity Investments October 2003 - April 2006
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Fund Administration, Financial Reporting, Financial Risk, Portfolio Performance..., Fact Sheets, Fund Commentaries, Risk Assessment, Finance, Investment Performance, Asset Managment, Confluence, Bloomberg Terminal, Morningstar, FACT, AS400 system, GPWS, Customer Service, Investments, Securities, Derivatives, Asset Allocation, Fixed Income, US GAAP, Equities, ETFs, Access, Bloomberg, Fund Of Funds, Financial Modeling, Auditing
Education
University of South Florida 1998 — 2002
Bachelor of Science (BS), Management Information Systems (MIS)
Fidelity Investments July 2014 - Present
Fidelity Investments October 1995 - July 2014
Bank America Investment Services October 1992 - October 1995
Skills
Risk Management, Management
Education
University of Southern California 1979 — 1984
BA
State Farm June 2015 - Present
Fidelity Investments April 2011 - October 2014
Edward Jones March 2008 - April 2011
Skills
Financial Services, Residential Mortgages, Mutual Funds, Property & Casualty..., Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Banking, Umbrella Insurance, Financial Planning, Personal Lines Auto, Commercial Insurance, Insurance
Education
University of South Florida 2000 — 2004
Bachelor's Degree, Accounting
INC Research March 2013 - Present
INC Research 2006 - 2012
Fidelity Investments 2005 - 2006
Skills
Superior Client Service, Microsoft Excel, SAP, Oracle, Clinical Development, Microsoft Office, Clinical Research, Clinical Trials, GCP, Oncology, EDC, CTMS, CRM
Education
USC
Fidelity Investments February 2015 - Present
EMPOWER Retirement January 2012 - February 2015
EMPOWER Retirement September 2004 - January 2012
EMPOWER Retirement January 2003 - September 2004
EMPOWER Retirement March 1999 - January 2003
EMPOWER Retirement April 1997 - March 1999
EMPOWER Retirement September 1995 - April 1997
Skills
Series 63, Series 6, Series 26, 401k, 403 b, Alternative Investments, CRM, FINRA, Coaching, Roth IRA, Sales, Asset Allocation, Asset Management, Customer Satisfaction, Deferred Compensation, Defined Benefit, Defined Contribution, Due Diligence, ERISA, ETFs, Financial Services, Fixed Annuities, Investments, Management, Mutual Funds, Pensions, Performance Management, Relationship Management, Retirement, Retirement Planning, Sales Operations, Training, Employee Benefits, Equities, IRAs, Insurance, Investment Advisory, Investment Strategies, Life Insurance, Portfolio Management, Profit Sharing, Retirement Plan..., Securities, Series 24, Strategic Financial..., Team Management, Uniform Combined State..., Wealth Management
Education
USC 1991 — 1994
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
JPMorgan Securities LLC March 2014 - Present
Charles Schwab September 2009 - March 2014
TD Bank April 2008 - August 2009
Fidelity Investments November 2005 - April 2008
Etrade Financial June 2005 - November 2005
TD Waterhouse 1998 - 2005
Education
University of South Florida 1993 — 1995
BS, Finance
Hillsborough Community College 1992 — 1993
Associate of Arts (AA), Business Administration
Fidelity Investments March 2012 - Present
Central Testing Laboratory, Inc. February 2004 - March 2012
Oval S LLC May 2000 - February 2004
Education
University of South Florida 2008 — 2010
BS, Managment
University of South Florida 2004 — 2008
BS, Managment
Cisco July 2010 - Present
Information technology services, University of Southern california January 2009 - February 2011
Fidelity Investments July 2007 - June 2008
Skills
Java, JavaScript, C++, Linux, Eclipse, Unix, Agile Methodologies, XML, Java Enterprise Edition, Hibernate, Spring, Tomcat
Education
University of Southern California 2008 — 2010
Master of Science, Computer Science
Bangalore Institute of Technology 2003 — 2007
Bachelor of Engineering, Electronics and Communication
Fidelity Investments February 2002 - Present
Fidelity Investments October 2004 - May 2013
Fidelity Investments February 2004 - October 2004
Fidelity Investments January 2000 - April 2002
Skills
Series 63, Mutual Funds, Retirement, Series 7, 401k, Asset Allocation, Fixed Annuities, Insurance, Investments, Investment Advisory, Retirement Planning, Life Insurance, Series 65, Variable Annuities, Alternative Investments, Fixed Income, Risk Management, 401k Rollovers, Term Life Insurance, High Net Worth..., Investment Management, IRAs, Defined Contribution, Wealth Accumulation, Financial Analysis, Financial Reporting
Education
University of South Florida 1989 — 1993
BS, Business Marketing
Fidelity Investments December 2011 - Present
Principal Funds October 2007 - December 2011
Morgan Stanley Smith Barney September 2004 - September 2007
E*TRADE Financial 2001 - 2004
Education
University of Southern California 1996 — 2001
BA, Economics
TIAA-CREF 2011 - Present
Prudential Financial 2005 - 2010
SSI Investment Management 2002 - 2005
Fidelity Investments 1996 - 2002
Education
University of Southern California
B.S., Business Administration
Fidelity Investments July 2015 - Present
Northwestern Mutual June 2014 - June 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking
Education
University of South Florida 2011 — 2015
Bachelor of Science (B.S.), Finance
Paton Consulting Services Corporation August 2008 - Present
Independent Consultant/Trainer June 2008 - Present
Project Management Institute March 2014 - December 2014
International Institute of Business Analysis (IIBA) January 2011 - March 2014
International Institute of Business Analysis (IIBA) January 2011 - March 2014
International Institute of Business Analysis (IIBA) October 2010 - March 2014
Quintiles 2008 - January 2011
International Institute Of Business Analysis Raleigh RTP Chapter 2007 - 2009
Fidelity Investments 2007 - 2008
Nielsen Company June 2001 - August 2007
Skills
SDLC, Requirements Analysis, Business Analysis, Business Process..., Cloud Computing, Requirements Gathering, Training, Agile Methodologies, Process Improvement, Business Intelligence, Software Documentation, PMP, Leadership, Project Management, Requirements Management, Software Project..., Cross-functional Team..., Analysis, Business Requirements, Management, Strategy, IT Management, Business Process, Integration, PMO, Team Leadership, Vendor Management, Software Development, Change Management, Enterprise Software, Project Portfolio..., Consulting
Education
University of South Florida
B.S., (MIS) Management Information Systems
University of Tampa
M.B.A.
Board of Directors Advisory March 2011 - Present
Fidelity Investments December 2006 - February 2010
J.P. Morgan 2002 - 2007
J.P. Morgan January 1993 - January 2004
Bankers Trust January 1988 - January 1994
Bankers Trust January 1986 - January 1988
United States Marine Corps January 1986 - January 1986
Skills
Capital Markets, Financial Markets, Securities, Equities, Hedge Funds, Leadership Trainer, Fixed Income, Portfolio Management, Derivatives, Banking, Asset Managment, Alternative Investments, Exceptional mentor &..., Mergers & Acquisitions, Management, Financial Services, Valuation, Structured Finance, Asset Management, Private Equity, Finance, Global Custody, Investment Management, FX Options, Investment Banking, Bonds, Investments, Strategy, Risk Management, Executive Management
Education
New York University 1991 — 1997
MBA, Business, Management, Marketing, and Related Support Services
New York University - Leonard N. Stern School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance/Prod Mgt, 3.57
USC 1979 — 1982
MS, Quant and Stats
University of Southern California 1980 — 1981
MS, Quantitative Analysis and Statistics, 3.2
SUNY Maritime College 1975 — 1979
Bachelor of Science, Transportation/Mobility Management
Irvine Company August 2014 - Present
Long Wharf Real Estate Partners (Formerly Fidelity Real Estate Group) September 2007 - April 2014
Fidelity Investments September 2007 - July 2011
Reit Management & Research LLC May 1998 - September 2007
FDIC 1990 - 1997
Irvine Company 1984 - 1988
Skills
Real Estate Development, Real Estate Economics, Asset Management, Real Estate, Asset Managment, Leases, Due Diligence, Disposition, Construction, Financial Analysis, Commercial Real Estate, Investments, Property Management, Loans, Landlords, Brokerage, Property, Valuation, Real Estate Transactions, Investment Properties, Portfolio Management, Business Planning, Underwriting, Finance, Private Equity, Negotiation, Corporate Real Estate, Real Estate Private..., Acquisitions, Real Estate Financing, Financial Modeling, Mergers & Acquisitions, Management, Structured Finance, Analysis
Education
University of Southern California - Marshall School of Business
MBA, Finance
University of Southern California
B.S., Business Administration
South Pasadena High School
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments February 2013 - July 2014
Florida Claims September 2010 - November 2010
Sander's Farm Supply May 2006 - August 2006
Skills
Microsoft Office, Organization, Work Ethic, Leadership, Highly Detailed, Customer Service, Mentoring
Education
University of South Florida 2006 — 2010
Bachelor's of Science, Economics
Fidelity Investments July 2012 - Present
Fidelity Investments April 2010 - July 2012
Fidelity Investments January 2007 - April 2010
Merrill Lynch May 2005 - July 2006
Self-employed August 2003 - April 2005
PeopleSoft September 2002 - August 2003
Hewlett Packard June 1999 - November 2002
Skills
Investments, Estate Planning, Strategic Financial..., Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Equities, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Insurance, Securities, Retirement Planning, Finance, Corporate Finance, Private Equity, Valuation, Risk Management, Retirement, Financial Risk
Education
University of Southern California - Marshall School of Business 1997 — 1999
1999, Finance
University of Southern California 1996 — 1999
1999, Business & Finance
Cannon Trust School
Microsoft April 2008 - Present
FAST, a Microsoft Subsidiary July 2007 - April 2008
Norkom Technologies January 2007 - June 2007
ITA Software June 2004 - December 2006
Razorfish January 1999 - March 2003
Fidelity Investments July 1996 - January 1999
EDS June 1994 - July 1996
Skills
Agile Methodologies, Software Project..., Enterprise Software, Business Analysis, Unix, Program Management, Data Warehousing, Project Management, Testing, Perl, Shell Scripting, Test Planning, Information Architecture, System Testing, Software Development, Analysis, Scrum, Agile Project Management, SharePoint, SDLC
Education
University of Southern California 1988 — 1992
Bachelor of Science (B.S.), Industrial and Systems Engineering
Fidelity Investments September 2012 - Present
Cole Real Estate Investments April 2008 - September 2012
Financial Registrations, Inc. October 2005 - April 2008
NASD 2004 - 2005
Emap 1999 - 2001
Skills
Securities, FINRA, Due Diligence, Series 7, Investments, Securities Regulation, Series 24, Corporate Governance, Risk Management
Education
Villanova University School of Law 2001 — 2004
JD, Law
University of Southern California 1997 — 2001
BA, Political Science
Fidelity Investments January 2013 - Present
Fidelity Investments October 2007 - Present
Fidelity Investments September 2002 - October 2007
Skills
Financial Services, Mutual Funds, Equities, Series 63, Relationship Management, Product Management, Series 7, Retirement, Project Management, 401k
Education
University of South Florida
Fidelity Investments February 2011 - Present
Advent Software February 2005 - February 2011
Skills
SaaS, Salesforce.com, Asset Managment, Sales, Investments, Financial Services, CRM, Enterprise Software, Strategy, Strategic Partnerships
Education
University of Southern California 1999 — 2003
History
Fidelity Investments January 2010 - Present
Fidelity Investments 2007 - 2008
Veritude / Fidelity Investments 2007 - 2008
Technology therapy 2007 - 2007
Education
University of South Florida 1988 — 1990
E*TRADE Financial December 2013 - Present
Fidelity Investments December 2010 - Present
T Rowe Price January 2006 - December 2010
Education
University of South Florida 1991 — 1997
Fidelity Investments September 2012 - Present
Fire Horse Films, Inc. December 2011 - Present
Aon Hewitt February 2011 - December 2011
Fidelity Investments January 2006 - January 2011
Ceridian 2004 - 2005
Education
University of South Florida
Fidelity Investments June 1999 - Present
Crosby, Heafey, Roach & May PC August 1985 - June 1999
Skills
Retirement, Investments, Asset Allocation, Mutual Funds, Series 7, Relationship Management, Retirement Planning, 401k, Employee Benefits, Management, ERISA, Strategy, Series 63
Education
University of Southern California 1981 — 1985
BS, Business
Cachematrix Holdings, LLC January 2014 - Present
Curian Series Trust and Curian Variable Series Trust November 2010 - Present
Market Metrics January 2011 - December 2013
Janus 1993 - 2003
Janus Capital Group 1993 - 2003
Fidelity Investments 1987 - 1993
Skills
Investments, Asset Management, Mutual Funds, Financial Services, Alternative Investments, Equities, Portfolio Management, Management, Hedge Funds, Securities, Asset Allocation, Strategic Planning, Private Equity, Financial Modeling, Capital Markets, Business Strategy, Valuation, Fixed Income, Risk Management
Education
University of South Florida 1980 — 1984
Bachelor of Science (B.S.), Finance and Economics
Fidelity Investments June 2005 - Present
Fidelity Investments December 2000 - June 2005
Education
University of South Florida 1993 — 1994
PNC Investments June 2014 - Present
Raymond James Financial Services February 2012 - June 2014
Raymond James Financial Services June 2009 - March 2012
Fidelity Investments July 2007 - May 2009
Skills
Series 7, Series 24, Certified Financial..., Series 66, Series 63, Series 4, Series 53
Education
University of South Florida 2004 — 2007
B.S., Finance
Fidelity Investments January 1998 - Present
Education
University of Southern California 1970 — 1974
Bachelor’s Degree, Psychology
Fidelity Investments April 2015 - Present
Deloitte March 2014 - April 2015
Deloitte September 2013 - February 2014
UMB Bank October 2012 - June 2013
Asurion February 2012 - July 2012
On Sabbatical September 2010 - January 2012
Accenture UK Limited August 2007 - September 2010
CIBER July 2006 - August 2007
Click Commerce April 2006 - June 2006
Strategic Staffing Solutions Inc October 2005 - February 2006
Skills
PMBOK, Oracle, Software Quality..., Stakeholder Management, Requirements Analysis, Requirements Gathering, Quality Center, Project Management, Microsoft SQL Server, International Program..., International Project..., Offshore Project..., Program Management, Portfolio Management, Governance, Strategic Planning, Software Project..., Source Selection, Scope Management, Performance Reporting, Vendor Management, Requirements Management, Risk Analysis, Risk Monitoring, Integrated Change..., Project Execution, Software Estimation, Agile Project Management, Agile & Waterfall..., Extreme Programming, CMMI, Microsoft Project, Rational Rose, Rational Clear Case, Rational Clear Quest, Rational Robot, SQL Server 2000-2008, Test Estimation, WinRunner, ODMRP, TCP/IP, Windows CE, Windows, Lotus Notes, Microsoft Office, Outlook, Banking, Aviation, Consulting, Quality Assurance
Education
Project Management Institute 2005 — 2005
PMI PMP Certification Exam Prep
University of Southern California 1984 — 1988
B.A., English, International Relations, Anthropology
Colonial Life July 2013 - Present
Mutual of Omaha August 2012 - May 2014
Sold on Sunday August 2011 - August 2012
Fidelity Investments September 2005 - July 2011
Fidelity Investments August 2005 - July 2011
Liberty Tax Services September 2003 - August 2005
Putnam Investments March 2000 - August 2003
Skills
Series 7, Uniform Combined State..., Mutual Funds, 401k, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Fixed Annuities, Financial Advisory, Investment Advisory, Investment Strategies
Education
University of Southern California 1990 — 1994
B.A, Political Science
Cushing Academy
University of Southern California
B.A., Political Science
Moody, Lynn & Lieberson May 2013 - Present
Corby Asset Management, LLC 2009 - May 2013
Fidelity Investments 2007 - 2009
Skills
Series 7
Education
University of South Florida 2003 — 2007
B.S., Finance