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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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Fidelity Investments Employees
Veater Financial Group 2014 - Present
Fidelity Investments 2012 - 2014
Ernst & Young 2011 - 2011
The Capital Group Companies 2010 - 2010
Education
Brigham Young University
Master of Science (MS), Accounting
Brigham Young University
Bachelor of Science (B.S.), Accounting
Jerusalem Center for Near Eastern Studies
TD Ameritrade February 2005 - September 2010
Fidelity Investments September 2003 - February 2005
Skills
Chartered Financial..., Retirement Planning, Investment Management, Portfolio Management
Education
Brigham Young University
B.S.
Davis High School
IBM July 2015 - Present
BYU Cougar Capital April 2014 - July 2015
IBM June 2014 - August 2014
Mercato Partners April 2012 - May 2013
The Community Foundation of Utah July 2011 - March 2013
University of Utah - Technology & Venture Commercialization February 2012 - May 2012
Fidelity Investments July 2007 - October 2009
Skills
Entrepreneurship, Financial Analysis, Venture Capital, Business Development, Leadership, Start-ups, Strategy, Strategic Partnerships, Mergers & Acquisitions, Cloud Computing, Data Analysis, Finance, Investments, Nonprofits, Fundraising, Private Equity, Accounting, Valuation, Training, Corporate Finance, Business Valuation, Corporate Development, Due Diligence, Enterprise Software
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Strategy & Entrepreneurship
University of Utah - David Eccles School of Business 2009 — 2011
BS, Accounting
Fidelity Investments September 2014 - Present
RBC Wealth Management June 2012 - January 2014
Sedgwick CMS August 2010 - June 2012
Skills
Mutual Funds, Investments, Financial Risk, Workers' Compensation..., Microsoft Excel, Microsoft Office, Customer Service, Customer Retention, Series 7, series 66, Credit
Education
Brigham Young University 2004 — 2008
Bachelor of Science (BS), Sociology
Brigham Young University 2004 — 2008
Sociology
Carlson Consulting Enterprise March 2014 - May 2015
Dish Network June 2014 - August 2014
Fidelity Investments October 2012 - July 2013
Fidelity Investments October 2010 - October 2012
CyberSource March 2010 - August 2010
RR Donnelley April 2009 - October 2009
Brigham Young University November 2005 - August 2007
Smurfit-Stone October 1999 - July 2002
Skills
Training, CRM, Finance, Accounting, Financial Modeling, Financial Analysis, Series 7, Invoicing, Strategic Financial..., Bloomberg, Mutual Funds, Series 63, Corporate Finance, Valuation, Equities, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2013 — 2015
MBA
Brigham Young University 2004 — 2007
Bachelor of Science (BS), Finance
LDS Church 2012 - Present
Sun Products Corporation 2009 - 2012
Procter & Gamble 2000 - 2008
Fidelity Investments 1993 - 1998
Washington Management Services 1990 - 1993
Skills
Strategic Sourcing, Purchasing, Supplier Management, Procurement, Negotiation, Supplier Development, Project Management, Supply Chain Management, Cross-functional Team..., Supply Management, Budgets, Supply Chain..., Strategy, Forecasting, Customer Service, Vendor Management, Sourcing, Management
Education
Brigham Young University--Marriott School of Management 1998 — 2000
MBA, Supply Chain Management
Brigham Young University 1987 — 1990
BA, International Relations / Economics, Graduated Cum Laude
Pearson and Pearson LLC March 1995 - Present
Fidelity Investments July 1992 - July 1995
Skills
Sales, Public Speaking, Customer Service
Education
Brigham Young University 1991 — 1993
Bachelor's degree, English Language and Literature/Letters
Snow College
Associate of Science (AS), General Studies
American Express August 2014 - Present
Discover Financial Services May 2014 - August 2014
Fidelity Investments February 2013 - April 2014
Fidelity Investments June 2012 - February 2013
Brigham Young University April 2010 - April 2012
Duncan Stewart and Company April 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, iTunes, iPhoto, PowerPoint, Series 7, Series 63, Six Sigma, Leadership, Public Speaking, Management, Customer Service, Finance, Editing, Team Leadership
Education
Brigham Young University 2008 — 2012
Bachelor of Fine Arts (BFA), Musical Theatre, 3.8
Fidelity Investments March 2014 - Present
Alex Ericksen February 2012 - Present
iFreedom Direct Corporation January 2013 - February 2014
JetBlue Airways May 2013 - May 2013
Jethro Limited Apparel May 2012 - May 2013
RPM Revenue Drivers, LLC. June 2012 - November 2012
Zions Bank June 2011 - September 2012
Hand and Orthopedic Rehab Specialists August 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Social Media, Spanish, Sales, Public Speaking, Marketing, Entrepreneurship, Training, Team Leadership, Strategic Planning, Financial Analysis, Economics, HTML/wordpress, Adobe Creative Suite, Management, Leadership, Business Development
Education
University of Utah 2011 — 2012
Bachelor's degree, Spanish
BYU 2008 — 2011
Associates
Fidelity Investments October 2014 - Present
GENCOMM September 2013 - June 2014
Perpetual Storage, Inc. June 2012 - September 2013
Enterprise Rent-A-Car June 2011 - June 2012
Greenhollow Catering August 2005 - June 2011
Education
Brigham Young University 2005 — 2011
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Jordan High School
Qualtrics January 2014 - Present
Qualtrics October 2012 - January 2014
Fidelity Investments June 2012 - October 2012
Brigham Young University January 2011 - April 2012
Skills
Sales Operations, Microsoft Office, Leadership, Managerial Skills, Oral & Written..., Interpersonal..., Customer Service, Market Research, Salesforce.com, Account Management, Social Media, SaaS, Sales, Direct Sales, Lead Generation, Management, Public Speaking
Education
Brigham Young University 2010 — 2012
Bachelor of Arts (B.A.), English Language and Literature/Letters
Santiago Canyon College 2006 — 2007
It Works Global June 2014 - Present
Accura Wealth Advisors October 2014 - May 2015
Wolfgang Puck's Spago November 2012 - January 2013
Countrywide Home Loans May 2005 - July 2006
Fidelity Investments February 2003 - February 2005
Fidelity Investments July 1999 - February 2003
Skills
Microsoft Excel, Customer Service, Outlook, Telephone Skills, PowerPoint, Microsoft Office, Spreadsheets, Accounting, Travel Arrangements, Credit, Research, Microsoft Word, Stock Market, Finance, Management, Series 7, Series 63, Utah Real Estate License
Education
Utah Real Estate School 2007 — 2008
Utah Real Estate License
Career Step 2004 — 2007
Medical Transcription
Brigham Young University 1997 — 1997
Brigham Young University August 2015 - Present
Fidelity Investments May 2015 - Present
Brigham Young University July 2014 - May 2015
BYU Bookstore December 2013 - April 2014
Central Bank of Utah April 2013 - December 2013
Skills
SQL, MySQL, Microsoft SQL Server, Java, C#, Javascript, HTML 5, CSS3, jQuery, PHP, Microsoft Excel, VBA, Programming, Microsoft Project, Google Analytics, Photoshop, Android, Eclipse, CSS, Access, HTML, Python, JavaScript
Education
Brigham Young University 2009 — 2017
Master's degree, Management Information Systems
E*TRADE Financial Corporation August 2014 - Present
Fusion-io/SanDisk August 2012 - August 2014
Fidelity Investments January 2011 - August 2012
Obelis s.a. June 2010 - September 2010
Wells Fargo April 2007 - June 2010
Deer Valley Resort November 2006 - May 2007
Skills
Economics, Financial Reporting, Securities, Series 63, Series 7, Microsoft Office, Microsoft Excel, Equities, SEC filings, Certified Equities..., CEP, Data Analysis, Banking, Analysis, Financial Modeling
Education
University of Utah - David Eccles School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Brigham Young University 2006 — 2010
Bachelor's Degree, Economics
Fidelity Investments November 2012 - Present
TD Ameritrade January 2008 - November 2012
Edward Jones January 2007 - December 2007
BWilson Enterprises 2001 - 2006
Symantec 1993 - 2001
Skills
Investments, Retirement Planning, Certified Financial..., Investment Management, Investment Strategies, Income for Life, Series 7, Series 66, Financial Planning, Stocks, Mutual Funds, Bonds, ETFs, Fixed Annuities, Variable Annuities, Charitable Gift Planning, Charitable Giving, Investment Portfolio
Education
Brigham Young University
Bachelor of Science (B.S.), Business Management
The American College
Certified Finanical Planner® Certification Eduction Program
The American College
Retirement Income Certified Professional (TM) Education Program
TD Ameritrade April 2009 - Present
TD Ameritrade 2003 - 2010
Investools August 2003 - May 2008
Investools August 2003 - May 2008
Investools 2003 - 2004
Fidelity Investments 1991 - 2002
Fidelity Brokerage Services 1991 - 2002
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Mergers & Acquisitions, Trading, Financial Services, Derivatives, Management, Options, Coaching, Capital Markets, Access, Microsoft Excel, Time Management, Series 7, Strategic Financial..., Mutual Funds, Series 63
Education
Brigham Young University 1988 — 1990
MBA, Business
University of Utah 1983 — 1988
BA, Biology/Chemistry
Fidelity Investments June 2015 - Present
MetLife Resources January 2012 - March 2014
MetLife Resources January 2008 - December 2011
MetLife Resources 1997 - 2007
MetLife Resources 1995 - 1996
MetLife 1995 - 1995
MetLife Resources 1990 - 1994
Skills
Sales
Education
Brigham Young University 1975 — 1982
Bachelor's degree, Business Administration and Management, General
Gryphon Transport Operations Inc. September 2011 - Present
100 Per Cent Marketing Inc. January 2002 - December 2009
Future 500 Inc March 2000 - March 2001
Intermountain Security Center, Inc March 1995 - March 2000
T-Con Investment Corp August 1993 - March 1995
Regan Holding Corp June 1991 - August 1993
Utah June 1989 - June 1991
Fidelity Investments December 1986 - June 1989
Education
Brigham Young University, Tanner School of Business
B.S, Marketing
Brigham Young University
B.S., Marketing
Goldman Sachs January 2015 - Present
Fidelity Investments June 2014 - December 2014
Vanderbilt University August 2013 - April 2014
Vanderbilt University March 2013 - August 2013
Brigham Young University International Cinema April 2010 - April 2012
Brigham Young University April 2011 - June 2011
Skills
International Education, Student Affairs, Research, Spanish, Teaching, Editing, Higher Education, Marketing Communications, Computer Graphics, Student Development, Academic Advising, Community Outreach, Tutoring, Intercultural..., Qualitative Research, Program Evaluation, Academic Writing, University Teaching, Program Development
Education
Vanderbilt University 2012 — 2014
Master's Degree, Spanish
Brigham Young University 2008 — 2012
Bachelor's Degree, Comparative Literature
United States Tax Court May 2015 - Present
Colorado 18th Judicial District May 2014 - July 2014
Fidelity Investments June 2011 - August 2013
Fidelity Investments April 2010 - June 2011
Skills
Strategic Planning, Financial Analysis, Business Analysis, Risk Management, Strategic Financial..., Financial Planning
Education
University of Notre Dame Law School 2014 — 2016
Juris Doctor (J.D.), Business Tax, Finance, and Securities Law
Brigham Young University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Fidelity Investments July 2015 - Present
Uber February 2015 - Present
Simple Pest Solutions May 2015 - July 2015
Papa John's International September 2011 - May 2015
Papa John's International May 2013 - September 2013
The Church of Jesus Christ of Latter-day Saints 2010 - May 2013
Lava Hot Springs Foundation May 2011 - August 2012
Emergency Essentials February 2011 - April 2011
Summit Financial December 2010 - February 2011
The Church of Jesus Christ of Latter-day Saints - Human Resources 2008 - 2010
Skills
Public Speaking, Microsoft Office, Teaching, Social Media, Volunteer Management, Blogging, Religion, Community Outreach, Leadership, Research, PowerPoint, Leadership Development, Creative Writing, Humor, Public Safety, Customer Service, Nutrition Education, Sports Nutrition, Human Nutrition, Facebook, Editing, Nonprofits, Teamwork, Time Management, Team Leadership, Sales, Team Building, Social Networking, Management, Training, Critical Thinking, Writing, Statistics, Finance
Education
Utah Valley University 2015 — 2016
CFP, Financial Planning and Services
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Nutritional Science
Fidelity Investments June 2015 - Present
FedEx Office September 2013 - August 2014
Capital Connect July 2013 - September 2013
VSG Vision Security Group April 2012 - September 2012
Credit Attorney P.C. November 2008 - April 2009
Skills
CCTV, Alarm Systems, Security Operations, Access Control, Security, Physical Security, Surveillance, Security Training, Video over IP, Security Management, Security Audits, Security+, Loss Prevention, Business Continuity, Customer Service, Public Speaking
Education
Brigham Young University 2014 — 2015
Bachelor of Arts (BA), Latin American Studies, 3.5
BYU-Idaho 2012 — 2013
Associate of Arts and Sciences (A.A.S.), General Studies
BP Energy Company October 2014 - Present
BP August 2011 - October 2014
Citigroup June 2010 - August 2010
Fidelity Investments October 2007 - July 2009
WilmerHale 2005 - 2007
Skills
Analysis
Education
Brigham Young University 2002 — 2004
ATK August 2014 - Present
Fidelity Investments November 2010 - August 2014
White Pacific Securities, Inc. January 2008 - November 2010
Sam's Club May 2004 - January 2008
Skills
Marketing, Due Diligence, Finance, Training, Equities, Selling, Investment Properties, Strategic Financial..., Cash Flow, Financial Analysis, Financial Modeling, Commercial Real Estate, Analysis
Education
University of Utah - David Eccles School of Business 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2003 — 2007
Bachelor of Arts (BA), Spanish Language and Literature
Courtesy Consulting Group May 2013 - Present
CC Enterprises September 2000 - Present
Curtis Christlieb Interpreting/Translations, CC Enterprises January 1985 - Present
Fidelity Investments August 1999 - April 2000
Vikings Connection January 1990 - June 1999
Skills
Translation, Microsoft Word, Microsoft Excel, Interpreting, Simultaneous..., Consecutive..., Consulting, Facilitators, U.S. Immigration, Immigration Issues, Global Immigration, Legal Translation, Medical Translation, legal interpreting, International Business..., Chinese Immigration..., Personal Adminstrative..., Financial Consulting, Business Writing, International Relations, Website Localization, Wordfast, Multilingual, Chinese, Russian, Language Services, Localization, Internationalization, Terminology, Trados, Linguistics, Facilitation
Education
Brigham Young University 1984 — 1988
Bachelor's degree, International Relations, 3.57
Mountain America Credit Union May 2008 - Present
Fidelity Investments June 1998 - May 2008
Skills
Investments, Program Management, Operations Management, Credit Unions, Accounting, Insurance, Strategic Planning, Business Strategy
Education
Brigham Young University 2002 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance
Utah State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
PrenticeWorx November 2014 - Present
Customer Dynamics May 2011 - November 2014
Fidelity Investments September 2007 - May 2011
Skills
CRM, SSRS, Integration, JavaScript, Microsoft CRM, Microsoft SQL Server, SQL, Business Analysis, Software Development, Process Improvement, .NET, ASP.NET, Project Management, SaaS, T-SQL, Enterprise Software, Web Services, SharePoint, Software Project..., General Awesomeness, Databases, Business Intelligence, Scribe Insight, Microsoft Dynamics, Agile Project Management, Cloud Computing, Visual Studio, XML, Scrum, Data Warehousing, Database Design, TFS, Web Development, Agile Methodologies, Visio
Education
University of Utah - David Eccles School of Business 2013 — 2014
MSIS, 4.0
Brigham Young University 2001 — 2007
International Relations
Fidelity Investments June 2014 - Present
KOTRA Los Angeles (Korea Trade-Investment Promotion Agency) September 2010 - January 2012
Direct Push Services, LLC July 2004 - July 2009
Remediation Technologies, LLC July 2003 - July 2009
Lone Peak Remediation, Inc June 1999 - July 2003
Ellis Environmental Services, Inc December 1991 - July 2003
FL Kleinberg Inc. July 1987 - December 1990
Ilsun Enterprise May 1987 - March 1988
AutoSimulations, Inc July 1984 - June 1985
Skills
International Business, International Trade, Office Management, Financial Planning, Japanese, Financial Management, Customer Relations, Korean, Environmental Consulting, Business Strategy, Negotiation, New Business Development, Business Planning, Contract Negotiation, Government Relations, Environmental Compliance, Human Resources, Project Management, Procurement, Developing Client..., Environmental..., Entrepreneurship, Project Bidding, Management, Administration
Education
Brigham Young University 1985 — 1987
MBA, International Business and Marketing
Brigham Young University 1978 — 1985
BA, Asian Studies Korean and Japanese
上智大学 / Sophia University 1984 — 1984
None, Japanese, Organizational Behavior
Timpview High School 1977 — 1978
NA
Provo High School 1975 — 1977
NA
Barbara Barrington Jones Family Foundation May 2013 - February 2014
Downeast Outfitters March 2013 - May 2013
Fidelity Investments September 2012 - December 2012
BYU Physical Facilities September 2010 - May 2012
Utah Symphony Utah Opera February 2012 - March 2012
Smokehouse Pizza and BBQ May 2010 - September 2010
BYU Alumni Association May 2009 - April 2010
Skills
Nonprofits, Event Planning, Customer Service, Pay Close Attention to..., Fundraising, Program Management, Microsoft Office, Research, Social Media, Outlook, Social Networking, Adobe Creative Suite
Education
Brigham Young University 2007 — 2012
Bachelor's degree, German, Nonprofit Management
Fidelity Investments April 2014 - Present
IBFX August 2008 - February 2014
American Express March 2007 - July 2008
Browz, LLC July 2004 - February 2007
World Financial Group (WFG) February 2002 - February 2003
Foot Locker April 2000 - February 2002
Foot Locker October 1998 - April 2000
Skills
Series 7, Sales, Microsoft Word, Finance, Microsoft Excel, Management, Marketing, Internet Access, XP, Windows XP, Software Documentation, Ten Key, Outlook, Bilingual-Spanish, Typing (70-90 wpm), Email (Outlook or Lotus..., Internet Usage, Series 63
Education
Brigham Young University 1994 — 1997
Business Management, 3.92 GPA
Kimberly High School 1990 — 1994
High School, College Preparatory, 4.0 GPA
Fidelity Investments December 2012 - Present
Lendbase.com June 2010 - 2012
The Church of Jesus Christ of Latter-day Saints November 2003 - December 2005
Skills
Financial Analysis, Loans, Credit, Customer Service, Sales, Series 7, Series 63, Series 9, Series 10, Series 99
Education
Brigham Young University 2007 — 2010
BA, Political Science/Business
Westminster College
Master of Business Administration (M.B.A.), Project Management
Fidelity Investments August 2012 - Present
Marcus & Millichap May 2010 - August 2012
Property Reserve, Inc January 2009 - April 2009
Education
Brigham Young University 2004 — 2010
Finance, International Business
Fundação Getulio Vargas
Fidelity Investments November 2003 - Present
Fidelity Investments October 2002 - October 2003
Fidelity Investments January 2001 - September 2002
Fidelity Investments December 1999 - January 2001
Fidelity Personal Investments February 1994 - December 1999
Fidelity Investments August 1989 - January 1994
Fidelity Investments November 1987 - July 1989
Bureau of Land Management May 1987 - September 1987
Bureau of Land Management May 1986 - August 1986
Skills
Pensions, Series 7, Series 63, 401k, Mutual Funds, Retirement, Retirement Planning, Investments, Securities, Investment Advisory, Wealth Management, Asset Allocation, Financial Services, Asset Managment, Defined Benefit, Investment Strategies
Education
Brigham Young University 2002 — 2004
Masters
University of Utah 1990 — 1992
BS
Brigham Young University - Idaho 1982 — 1987
AS
Wellesley Investment Advisors, Inc. June 2014 - September 2014
ARCP/Cole Capital December 2011 - February 2014
Schwab Advisor Services July 2007 - December 2011
Fidelity Investments October 2005 - September 2007
Skills
Series 7, Series 63, Series 65
Education
BYU
Fidelity Investments March 2014 - Present
CHG Healthcare Services December 2012 - October 2013
O.C. Tanner September 2007 - October 2012
Experience Residential May 2006 - September 2007
Visions Investment Group LLC January 2006 - May 2006
The FranklinSquires Companies LLC June 2004 - January 2006
The Deseret Morning News August 1998 - January 2005
The Idaho Statesman 1995 - 1998
The Idaho Press-Tribune 1995 - 1995
The Daily Universe 1994 - 1995
Skills
Organizational..., Training, Employee Engagement, Coaching, Performance Management, Organizational..., Executive Coaching, Business Development, Public Speaking, Human Resources, Team Building, Social Media Marketing, Onboarding, Personnel Management, Social Media, Talent Management, Change Management, Culture Change, Public Relations, Entrepreneurship, Training Delivery, Leadership Development, Marketing Strategy, Marketing Communications, Social Media Development, Management Consulting, Internal Communications, HR Consulting, Business Strategy, Creative Writing, Copywriting, Engagement, Mentoring, Strategic Consulting, Consulting, Client Relationship..., Organizational Change, Human Capital Management, Team Management, HR Strategy, Strategic Communications, Strategic Thinking, Corporate Culture, Blogging, Talent Development, Change Leadership, Organizational..., Thought Leadership, Strategic HR, Social Media Best...
Education
Utah State University 2003 — 2005
Master of Science, Human Resources
Brigham Young University 1992 — 1995
Bachelor of Arts, Communications and Journalism
Brigham Young University - Idaho 1988 — 1992
None, Journalism
Wilkinson Financial LLC July 2015 - Present
Fidelity Investments June 2012 - July 2015
Skills
Customer Service, Series 7, Management, Finance, Series 63, Retirement Planning, Investments, Retirement, Mutual Funds, Strategic Planning, Series 66, Certified Financial..., Financial Planning, Estate Planning, Sales
Education
Brigham Young University 2006 — 2012
Bachelor of Arts (B.A.), Dance Performance
State of Utah July 2008 - Present
Fidelity Investments August 2006 - July 2008
Skills
Budgets, Microsoft Office, Windows, Access, Data Analysis, Process Improvement, Visio, Troubleshooting, System Administration, Management, Training, Customer Service, Microsoft Excel, Leadership, Microsoft Word
Education
Brigham Young University 1999 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Brigham Young University
The Church of Jesus Christ of Latter-day Saints September 2012 - Present
Zions Bancorporation September 2011 - August 2012
University of Phoenix January 1996 - March 2012
Corporation of the President (LDS Church) June 2011 - September 2011
Fidelity Investments December 2003 - April 2011
Fidelity Investments July 2001 - December 2003
Fidelity Investments December 1994 - July 2001
Fidelity Investments September 1992 - December 1994
Skills
PMP, Software Project..., Agile Methodologies, Scrum, Software Development, SDLC, Project Portfolio..., PMO, MS Project, Project Management, Process Improvement, Program Management, Visio, Requirements Analysis, Vendor Management, Agile Project Management, Leadership, Management, Databases
Education
Brigham Young University
Bachelor of Science, Zoology
University of Utah
Masters (MBA), Business Administration
Brigham Young University August 2015 - Present
Brigham Young University February 2013 - Present
Fidelity Investments August 2011 - February 2013
Fidelity Investments January 2011 - August 2011
Brigham Young University December 2007 - January 2011
Brigham Young University August 2007 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2005 - July 2007
Blad's Lawn Care Service January 1999 - January 2005
Riverton City Youth Council November 2001 - November 2002
Skills
Microsoft Excel, Investments, Microsoft Office, Finance, Strategic Financial..., Employee Benefits, Personal Finance, Series 7, Series 63, Human Resources, Benefits Management, 529 Plans, PowerPoint, Microsoft Word, Research, Payroll, IRAs, Budgets, Mutual Funds, Onboarding, 401k, Valuation, Retirement Benefits, Voluntary Employee..., Health Insurance, Term Life Insurance, Disability Insurance, Tuition Benefits, Pensions, Sales
Education
Brigham Young University 2004 — 2010
BS, Business Management, Finance emphasis
Riverton High School 2001 — 2004
Diploma
Zions Bancorporation July 2014 - Present
Park City Mountain Resort December 2011 - Present
Academy Mortgage Corporation October 2012 - June 2014
American Express July 2012 - October 2012
futurethink June 2011 - October 2011
XANGO August 2010 - May 2011
XANGO July 2007 - August 2010
American Express March 1998 - July 2007
American Express January 2005 - December 2006
Fidelity Investments 1992 - 1997
Skills
Strategic Planning, Six Sigma, Leadership Development, Data Analysis, Teaching, Change Management, Microsoft Office, Business Strategy, Process Improvement, Performance Management, Team Building, Customer Relations, Lean Manufacturing, Continuous Improvement, Kaizen Facilitation
Education
Brigham Young University 1987 — 1992
BA, International Relations
Cottonwood High School 1981 — 1984
Fidelity Investments February 2015 - Present
Personal Fitness Systems February 2014 - January 2015
Bluehost.com October 2011 - February 2014
Fortune Learning Systems October 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English
Education
Utah Valley University 2010 — 2014
Bachelor of Science (BS), Finance, General
Brigham Young University 2012 — 2012
Fidelity Investments May 2014 - Present
Fidelity Investments June 2011 - April 2014
Fidelity Investments July 2007 - June 2011
Fidelity Investments January 2006 - July 2007
Fidelity Investments June 2005 - January 2006
Fidelity Investments December 2003 - June 2005
Fidelity Investments March 2003 - November 2003
Fidelity Investments July 2000 - March 2003
Franklin Covey January 1999 - May 2000
Skills
Retirement Planning, Financial Services, Series 63, Series 7, Mutual Funds, Strategic Financial..., Options, Trading, FINRA, Investments, Strategic Planning, Asset Allocation, Retirement, Wealth Management, Uniform Combined State..., Asset Management, Securities, Financial Analysis, 401k, Equities, Relationship Management, IRAs, Fixed Income, Portfolio Management, Finance, Series 9/10
Education
University of Utah 2011 — 2013
MBA
Brigham Young University 1995 — 1999
B.A., Portuguese, Business Management
YourOwnHeritage April 2008 - Present
Family History Library May 2010 - November 2012
Fidelity Investments August 2004 - December 2006
Skills
Research
Education
Brigham Young University 2004 — 2008
Executech March 2014 - Present
Fidelity Investments February 2011 - January 2014
Cost-U-Less Carpets, Inc. January 2002 - February 2011
Carpet Diem September 1998 - December 2001
Goodyear Tire & Rubber Company March 1994 - August 1998
Skills
Sales Management, Selling, Series 7, Finance, Series 63, Negotiation, Customer Service, Organizational..., Team Building, Operations Management, Mutual Funds, IRA's, Strategic Planning, Consultative Selling, Conflict Resolution, Coaching, Securities, Account Management, Public Speaking, Inventory Management, Series 66, Customer Relations, Retail, Business Planning, Budgeting, New Business Development, Business Strategy, Process Improvement, Problem Solving, Classroom Instruction, Training & Development, Business Relationship..., Listening Skills, Coordination, Analytical Abilities, Time Management, Critical Thinking, Writing Skills, Highly Adaptable, Proactivity, Self Starter, Organizing, Integrity, Broadcast Production, Interviewing, Reliability, Teaching Skills, Organizational..., Phone Skills, Sales
Education
Brigham Young University
BA, Communications
Genesys April 2015 - Present
USAA September 2014 - January 2015
Fidelity Investments May 2011 - August 2014
The Cambridge Financial Center June 2010 - May 2011
Merrill Financial Associates February 2008 - July 2009
The Corporation of The President September 2006 - May 2007
Skills
Finance, Investments, Portfolio Management, Analysis, Financial Analysis, Forecasting, Financial Modeling, Microsoft Excel, NetSuite, Salesforce.com, Open Air, Data Analysis, Leadership, Team Leadership, Operations Management, Lean Thinking, Process Improvement, Focused Execution, Financial Services, Competitive, Public Speaking, Microsoft Office
Education
Utah State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2007 — 2009
Bachelors, Finance
Cardinal Health November 2009 - Present
Marathon Petroleum Company LLC May 2001 - November 2009
Marathon Oil Company June 1998 - May 2001
Fidelity Investments June 1995 - August 1996
Skills
Financial Analysis, Financial Reporting, SOX, Budgeting, Excel, Budgets, Forecasting, Corporate Finance, Financial Modeling, Risk Management, Process Improvement, Managerial Finance, Internal Controls, Accounting, Analysis, Finance
Education
The Ohio State University Fisher College of Business 1996 — 1998
MBA, Finance
Brigham Young University 1988 — 1991
Bachelor of Arts, History, Communications
Neumont University February 2015 - Present
WJ Bradley Mortgage Capital January 2012 - January 2015
Weber State University August 2010 - May 2012
Utah Telehealth Network September 2011 - October 2011
Mountain Medical Physician Specialists August 2009 - August 2011
Sorenson Media July 2007 - January 2009
Fidelity Investments August 2005 - July 2007
Familysearch July 2004 - August 2005
KSL and Bonneville International January 2000 - January 2004
Prima Publishing 2000 - 2001
Skills
Network Security, System Administration, Cisco, Operating Systems, Firewalls, WAN, Security, Linux, Disaster Recovery, Windows, Network Administration, Unix, SQL, Perl, Apache, Data Center, Troubleshooting, Compliance, Strategic Planning, Software Development, CISSP, ITIL, Cloud Computing, Process Improvement, VPN, MySQL, Teaching, VMware ESX, Networking, Solaris, Cisco Technologies, Project Management, Hardware, Servers, Databases, VMware, Visio, Management, Technical Writing
Education
University of Wisconsin-Madison 1995 — 1998
Ph.D., German Literature
Brigham Young University 1990 — 1995
M.A. / B.A., German, Russian, Portuguese
Utah State University 1985 — 1986
n/a, German, Biology
Procter & Gamble June 2012 - Present
Brigham Young University Career Services March 2011 - April 2012
Fidelity Investments September 2008 - August 2010
Fidelity Investments July 2008 - August 2010
Fidelity Investments December 2007 - July 2008
American Alarm Company April 2007 - August 2007
Utah State Hospital August 2006 - April 2007
CYF Guitar March 2003 - August 2006
The Church of Jesus Christ of Latter-Day Saints January 1999 - January 2001
Skills
Organizational..., Strategy, Employee Relations, Employee Benefits, Leadership Development, Leadership, Talent Management, Recruiting, Data Analysis
Education
Brigham Young University 2010 — 2012
Master, Business Administration; Organizational Behavior, Human Resource Management
Brigham Young University
Bachelor of Science, Psychology
Paradigm Life March 2014 - Present
Master Registered Financial Consultant June 2015 - Present
One-Tel July 2012 - March 2013
Fidelity Investments August 2005 - June 2010
Brigham Young University December 2003 - March 2007
Skills
Leadership, Strategic Planning, Marketing, Training, Program Management, Sales Management, Business Development, Business Strategy, Management, Financial Planning, Marketing Strategy, B2B, Spanish, New Business Development, Competitive Analysis, Insurance, Sales
Education
Texas A&M University 2010 — 2011
MBA, Sales & Marketing
Brigham Young University 2004 — 2007
B.A., Communications and Business
Workfront August 2012 - July 2015
Allen Communication May 2011 - August 2012
Fidelity Investments 2010 - 2011
Fidelity Investments 2003 - 2009
Fidelity Investments 2000 - 2003
Fidelity Investments 1996 - 2000
First Security Information Technology, Inc. 1993 - 1995
U.S. Air Force 1985 - 1992
Skills
Project Management, Relationship Management, Strategy, Technology Needs..., Performance Consulting, Needs Analysis, Blended Learning, Instructional Design, Instructor-led Training, Adult Education, E-Learning, Change Management, Leadership Development, Technical Writing, Performance Management, Learning Management, Process Improvement, Performance Improvement, Training, Program Management, Employee Training
Education
Brigham Young University
B.S., Accounting
Chapman University
M.S., Human Resources Management
CTC myCFO February 2015 - Present
Fidelity Investments April 2006 - February 2015
Skills
CRM, Sales, Management, Investments, Portfolio Management, Financial Analysis, Banking, Risk Management, Financial Services, Finance
Education
Portland State University 2012 — 2014
Master's Degree, Financial Analysis
Brigham Young University 2002 — 2006
Bachelor's Degree, Finance
Wasatch Advisors May 1995 - Present
Fidelity Investments 1992 - 1995
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Investments, Equities, Hedge Funds, Fixed Income, Series 63, Financial Modeling, Asset Management, Investment Management, Equity Research, Wealth Management, Series 7, Investment Strategies
Education
University of Utah 1992 — 1996
Bachelor, Economics
Brigham Young University 1988 — 1989
General
Fidelity Investments August 2015 - Present
Kettlebell Babe August 2013 - Present
CirclePix March 2015 - August 2015
Circlepix Virtual Tours October 2014 - February 2015
Brigham Young University September 2011 - September 2014
Skills
Account Management, Salesforce.com, Contract Negotiation, Marketing, Customer Service, Product Training, Technical Writing, Online Research, Editing, Sales, Research, Microsoft Office, Translation, CONTENTdm, Spanish, Blogging, Facebook, SIRSI, Instagram, Public Speaking
Education
Brigham Young University 2009 — 2018
Civil Engineering
Universiteti i Tiranës
Charles Schwab August 2009 - Present
Fidelity Investments 2004 - 2009
Bank of the West 2002 - 2004
Bank of America 2000 - 2002
Montecito Bank & Trust 1998 - 2000
Education
Brigham Young University 1981 — 1984
BA, Public Policy
FiberFix April 2015 - Present
Zentrum Group, LLC January 2012 - Present
Cash(Flow) Inc. February 2008 - Present
AmeriTech College March 2013 - February 2015
Henry Walker Homes September 2010 - December 2011
Development Associates, Inc. January 2005 - September 2010
Southwest Truss, Inc. July 2003 - December 2004
Fidelity Investments August 1995 - January 2003
Skills
Real Estate, Financial Analysis, Strategic Planning, Management, Business Strategy, Budgets, Entrepreneurship, Financial Modeling, Start-ups, Due Diligence, Business Planning, Mergers & Acquisitions
Education
Westminster College 1996 — 1999
MBA, Business Administration
Brigham Young University 1988 — 1995
BS, Biology
PwC January 2013 - Present
XTRAC LLC, A Fidelity Investments company June 2009 - March 2011
Fidelity Investments February 2007 - June 2009
Fidelity Investments January 2004 - February 2007
National MS Society - Utah Chapter 2004 - 2006
Fidelity Investments August 1999 - January 2004
Fidelity Investments June 1996 - August 1999
Hewlett-Packard 1985 - May 1996
Hewlett-Packard 1982 - 1985
Hewlett-Packard 1981 - 1982
Skills
Budgeting, Strategic Planning, Application Development..., Personnel Administration, Agile Project Management, Innovation Management, Software Development..., Software Project..., Software Product..., Business Process..., Workflow Software, International Team..., Collaborative, Budgets, Business Process Design, Software Development, Agile Methodologies, Management, Enterprise Architecture, Vendor Management, Program Management, Application Lifecycle..., Scrum, Enterprise Software, Personnel Management, Integration, Business Analysis
Education
Agile Alliance 2011 — 2011
CSM, Certified Scrum Master
Brigham Young University 1979 — 1981
MBA, Finance
Brigham Young University 1977 — 1979
BS, Economics
InsideSales.com April 2015 - Present
InsideSales.com April 2014 - Present
InsideSales.com October 2013 - April 2014
SenaWave January 2013 - October 2013
Paychex October 2010 - December 2012
Flagship Financial Group June 2008 - September 2010
Fidelity Investments October 2006 - June 2008
Ameriprise Financial September 2004 - October 2006
Skills
Salesforce.com, Sales, SaaS, Sales Management, Enterprise Software, Business Planning, Lead Generation, Retirement Planning, Sales Process, Strategic Partnerships, Operations Management, Business Development, Investments, Direct Sales, CRM, 401k, Technical Writing, Business Intelligence, Cloud Computing, Predictive Analytics, Performance Metrics, Leadership, FSA, Cloud Applications, Telephony, Software Solution Sales, KPI Dashboards, Technical Training, Call Center..., Call Center Development, Social Media Marketing, Metrics Reporting, VoIP, Section 125 Plans, Data Mining, Lead Management, French, Enterprise Social..., Sales Acceleration, Sales Training, Management, Marketing, Sales Operations, Strategy, Account Management, B2B, Training, Product Management, Customer Service, Product Marketing
Education
Brigham Young University 1995 — 2002
BS, Business Management
Icon Health and Fitness February 2015 - Present
Active D'Lites February 2014 - February 2015
Fidelity Investments June 2013 - February 2014
PMA Media Group April 2011 - August 2011
Skills
Logistics, Purchasing, Bookkeeping, Microsoft Excel, Series 7, Series 63, Microsoft Office, HTML, Data Analysis, Java, PowerPoint, Microsoft Word, Research, Customer Service, Spanish
Education
Brigham Young University 2006 — 2013
Bachelor of Science (B.S.), Information Systems
Fidelity Investments June 2014 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments November 2012 - July 2013
Fidelity Investments August 2012 - November 2012
Fidelity Investments February 2011 - August 2011
Zions Bank August 2009 - August 2010
Skills
Series 7, Series 6, Life & Health Insurance...
Education
Utah Valley University 2007 — 2009
bachelors, Management- emphasis in Finance and Banking
Brigham Young University 2006 — 2007
Apiary Fund January 2011 - Present
Proform Trading March 2005 - Present
Boulder Capital Management, LLC 1998 - 2012
TD Ameritrade, OptionsXpress, Investools 2002 - 2007
Charles Schwab 1996 - 1998
Fidelity Investments 1995 - 1996
Skills
Trading, Options, Hedge Funds, Series 7, Trading Systems, Equity Trading, Electronic Trading, Bloomberg, Investments, Portfolio Management, Derivatives, ETFs, Financial Modeling, Capital Markets, Financial Risk, Private Equity, Risk Management, Financial Analysis, Alternative Investments, Technical Analysis, Foreign Exchange, Economics, Currency, FX trading, Commodity, Trading Strategies, Proprietary Trading, Financial Markets, Investment Management, Bonds, FX Options, Securities, Fixed Income, Asset Management, Hedging, Investment Strategies, Mutual Funds, Wealth Management, Equity Derivatives, Asset Allocation, Bloomberg Terminal, Emerging Markets, Global Macro, Equity Research, Options Strategies, Volatility Arbitrage, Managed Futures, Market Making, Futures Trading, Stocks
Education
Brigham Young University 1996 — 2001
Bachelor of Arts (BA), Economics
Acreal May 2014 - Present
SecureAlert January 2010 - May 2014
SecureAlert September 2001 - January 2010
Kartchner & Purser, PC 1997 - 2001
Fidelity Investments July 1996 - July 1997
Utah Community Credit Union July 1992 - July 1996
Skills
Financial Reporting, Accounting, Financial Analysis, Strategic Planning, Forecasting, Internal Controls, SEC reporting, Budgeting, Mergers, Financial Management, Cost Accounting, Mergers & Acquisitions, Start-ups, SEC filings, Managerial Finance, Operations Management, Team Building, Revenue Recognition, GAAP, Leadership, SEC Filings, Finance, Tax, Budgets
Education
Brigham Young University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Fidelity Investments January 2012 - Present
Fidelity Investments May 2010 - January 2012
Fidelity Investments July 2007 - May 2010
Fidelity Investments May 2006 - July 2007
Fidelity Investments May 2004 - May 2006
Fidelity Investments November 2001 - May 2004
Fidelity Investments July 2000 - November 2001
Skills
MBA, Presentation Coaching, Sales Presentations, Sales Management, Territory Management, Spanish-speaking, Series 7, Series 63, Series 65, Series 9/10
Education
Brigham Young University 2004 — 2006
MBA, Marriott School of Business
Brigham Young University 1993 — 2002
BA, Communications Studies
Fidelity Investments 2007 - Present
Fidelity Investments 2006 - 2010
Fidelity Investments May 2006 - December 2008
Education
Brigham Young University 2000 — 2005
BS, History
Fidelity Investments April 2013 - Present
Skills
Series 7, Series 63
Education
Brigham Young University 1974 — 1976
Fidelity Investments 2004 - 2005
Education
Brigham Young University 1997 — 2001
Numetric January 2015 - Present
YESCO Franchising December 2012 - January 2015
Fidelity Investments February 2012 - December 2012
Wells Fargo January 2008 - February 2012
Skills
Sales, Business Development, Relationship Management, Leadership, New Business Development, Start-ups, Marketing Strategy, Banking, Retail Banking, Investments, Financial Services, Marketing, Management, Customer Service, Strategic Planning, Sales Management, Team Building, Public Speaking, Account Management
Education
Brigham Young University
Lone Peak High
Fidelity Investments February 2015 - Present
Fidelity Investments December 2012 - Present
Fidelity Investments July 2012 - November 2012
Fidelity Investments May 2009 - July 2012
Skills
Series 7, Investments, Mutual Funds, Series 63, Financial Services
Education
Brigham Young University
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - Present
Incorporate Nutrition January 2011 - Present
Fidelity Investments February 2012 - June 2014
Fidelity Investments September 2007 - February 2012
Biggs Law Firm October 2006 - September 2007
Fidelity Investments October 2004 - October 2006
Skills
Employee Benefits, Mutual Funds, Retirement, Mergers & Acquisitions, Insurance, Defined Benefit, Pensions, Process Improvement, Leadership, Training, Investments, Customer Service, 401k, Access, Team Building, Risk Management, Strategic Planning, Coaching, Sales, Financial Services
Education
Brigham Young University 2001 — 2004
Bachelor of Science, Business Management
IUP 1999 — 2000
Fidelity Investments
Skills
Leadership, Investments, Series 63, Mutual Funds, Series 7, Risk Management, Equities
Education
Brigham Young University 1992 — 1994
MBA, Business
Transamerica Retirement Solutions January 2015 - Present
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors January 2010 - Present
Diversified Investment Advisors July 2008 - January 2010
Fidelity Investments October 1997 - July 2008
Fidelity Investments Tax-Exempt Market 2001 - 2008
Skills
401k, Leadership, Mutual Funds, Sales, Retirement, Investments, Financial Services, Investment Advisory, Wealth Management, Employee Benefits, Relationship Management, Retirement Planning, Series 63, Series 7, Budgets, Pensions, Securities, Series 6, Asset Allocation, Asset Management, Defined Benefit
Education
Brigham Young University 2000 — 2002
MBA, Business
Utah State University 1994 — 1997
BA, Spanish and Business
Salt Lake City Corporation - Department of Airports August 2015 - Present
Eide Bailly LLP September 2011 - July 2015
Fidelity Investments June 2007 - August 2011
Skills
Financial Accounting, GAAP, US GAAP, Financial Reporting, Internal Controls, Revenue Recognition, Financial Statements, Financial Analysis, SEC Filings, General Ledger, QuickBooks, SEC filings, Auditing, Accounting, CPA
Education
University of Utah - David Eccles School of Business 2009 — 2010
MAcc, Accounting
Utah Valley University 2008 — 2009
Accounting
Brigham Young University 2001 — 2007
Business Administration, Finance
TCN, Inc. December 2000 - Present
TCN, Inc. December 2000 - 2002
Fidelity Investments 1999 - December 2000
Fidelity Investments August 1997 - 1999
Skills
Call Center, Cloud Computing, Contact Centers, IVR, Operations Management, ACD, BPO, New Business Development, Sales Management, Vendor Management, Business Intelligence, Process Improvement, Change Management, Professional Services, Customer Service, Executive Management, Telephony, Outsourcing, Team Management, Telecommunications, Start-ups, Lead Generation, Call Centers, Leadership, Management, CRM, SaaS, Sales Operations, Integration, Sales, Solution Selling, Analysis, Business Development, Account Management, Salesforce.com, Team Leadership, Business Analysis, Team Building
Education
Brigham Young University
BA, History
Dixie State College
AA
Fidelity Investments Compliance DirectorFidelity InvestmentsJanuary 1987 - Present
Education
University of Phoenix 1989 — 1991
MBA, Business
Brigham Young University 1982 — 1985
BA, Family Sciences
Ricks College 1979 — 1981
AA, General Studies
Fidelity Investments September 2007 - February 2009
Youth Quest July 2006 - July 2007
Convergys November 1999 - July 2006
Education
Brigham Young University 1999 — 2002
Bachelor of Science, Major in Geography, Minor in Communications
E*Trade Securities July 2009 - Present
E*Trade Securities April 2009 - July 2009
Fidelity Investments September 1994 - January 2009
Fidelity Investments November 1993 - August 1994
Brigham Young University August 1989 - January 1992
Skills
Retirement Planning, Investments, Financial Services, Series 6, Retirement, Asset Allocation
Education
Brigham Young University 1989 — 1993
Bachelors of Science, Business Management- Finance
E*TRADE Financial Corporation June 2014 - Present
Fidelity Investments June 2011 - January 2013
Harland Clarke June 2010 - June 2011
The Buckle June 2008 - August 2008
Terra Sol May 2007 - August 2007
Skills
Customer-focused Service, Series 7, Series 63, Mutual Funds, Microsoft Excel, Trading, Stockbroking, Selling, ETFs, Stocks, Finance, Customer Service, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Research, Marketing, Marketing Research, Securities, Equities
Education
Utah Valley University 2008 — 2010
Bachelor of Science (B.S.), Business Management
Brigham Young University 2004 — 2008
Bachelor of Arts (B.A.), Latin American Studies
Oregon culinary
Associate of Arts (AA), Culinary Arts/Chef Training
York College of Pennsylvania August 2012 - Present
Penn State University August 2012 - Present
Penn State University August 2011 - May 2012
Penn State University August 2008 - May 2009
Fidelity Investments August 2007 - July 2008
Korean Cultural Center/Consulate General of the Republic of Korea May 2005 - December 2005
Education
Penn State University 2010 — 2014
Doctor of Philosophy (Ph.D.), American/United States Studies/Civilization
Penn State University 2008 — 2009
Master of Arts (M.A.), American/United States Studies/Civilization
Brigham Young University 2002 — 2006
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Georgetown University 2005 — 2005
Economics
DFS Gourmet January 2013 - Present
Fidelity Investments March 2011 - November 2012
DFS Gourmet March 2008 - March 2011
Zank Investments LLC 2007 - 2010
Wealth Intelligence Academy 2004 - 2008
Skills
Leadership, Financial Analysis, Options Strategies, Entrepreneurship, New Business Development, Business Development, Lean Manufacturing, Quality Assurance, Operations Management, Team Building, Sales Management, Strategic Sourcing, Regulatory Compliance, Internal Audit, Technical Writing, Interpersonal..., West Coast Swing, Lindy Hop, Flute, Audio Engineering, Diving, Trampoline, Scout Leadership
Education
BYU
Fidelity Investments June 1993 - Present
Education
Brigham Young University 1989 — 1991
MS, Mathematics
Brigham Young University 1984 — 1989
BS, Mathematics
Domo, Inc. February 2014 - Present
Lendio December 2013 - January 2014
Fidelity Investments October 2010 - October 2013
Skills
Mutual Funds, Finance, Series 63, Series 7, Financial Analysis, Valuation, Retirement Planning, Financial Services, Retirement, Financial Modeling, Strategic Financial..., Investments, 401k, Small Business, Relationship Management, Leadership, Management, Sales, Business Development, Account Management, Salesforce.com
Education
Brigham Young University 2004 — 2008
BS, Finance
Davis High School 1998 — 2001
Fidelity Investments October 2010 - Present
State Street Bank & Trust June 2008 - April 2010
Merrill Financial Associates January 2007 - May 2008
Kensington Partners April 2005 - June 2006
Skills
Series 63, Series 7, Investments, Securities, Mutual Funds, Finance, Retirement, Microsoft Excel, Series 9, Series 10
Education
Brigham Young University 2002 — 2008
Bachelor of Science, Business Management, Finance Emphasis
Bonita High School 1998 — 2002
Fidelity Investments 2014 - Present
Fidelity Investments February 2013 - June 2014
Fidelity Investments January 2012 - February 2013
VALIC November 2006 - June 2011
Zions Bank March 2005 - September 2006
Zions Bank March 2003 - March 2005
Skills
Retirement Planning, Series 7, Investments, Strategic Financial..., Mutual Funds, Retirement, 401k, Investment Advisory, Asset Allocation
Education
Brigham Young University 1999 — 2006
BA, Business
Best Buy May 2013 - August 2013
Fidelity Investments April 2010 - August 2012
U.S. Air Force Reserve January 2001 - January 2012
Walt Disney World January 2009 - January 2010
Lee's Plumbing Inc May 2008 - January 2009
Skills
Financial Analysis, Strategy, Marketing, Project Management, CRM
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Marketing
Huntsman School of Business, Utah State University 2003 — 2008
BA, International Business
Fidelity Investments September 2013 - Present
Fidelity Investments May 2011 - Present
Flirty Aprons September 2009 - October 2010
Tempus Dental lab March 2001 - March 2009
Skills
Distribution Center..., Inventory Analysis, Inventory Control, Order Fulfillment, Physical Inventory, Inventory Management, Warehousing, Customer Service, Investments, UPS Shipping, Supply Chain Operations, Order Processing, Bulk Mailing, Warehouse Management, Service Operations, Series 7, Series 63, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Stocks, Series 9/10
Education
Utah Valley University 2010 — 2014
Accounting
BYU 2001 — 2005
Bachelor's degree, Zoology/Animal Biology
Fidelity Investments 2014 - 2014
Domo, Inc. October 2012 - April 2013
Goldman Sachs June 2012 - August 2012
Imagine Learning March 2012 - March 2012
Clearshield September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints March 2005 - March 2007
Skills
Programming in JAVA,..., Experience in mySQL,..., SQL, JavaScript, HTML, Web Development, jQuery, Databases, Windows, Microsoft Excel, Java, Microsoft Office, Visio, VBA, PowerPoint, CSS, PHP, MySQL, Project Management, XML, Data Analysis, JIRA, Operating Systems
Education
Brigham Young University 2008 — 2013
Master's degree, Management Information Systems, General, GPA 3.45/4.0
Brigham Young University - Idaho 2008 — 2008
Computer Science, GPA 4.0/4.0
Simon Fraser University 2003 — 2007
Computer Science, GPA 3.3/4
Fidelity Investments January 2014 - Present
Fidelity Investments January 2008 - January 2014
Fidelity Investments January 2005 - January 2008
Skills
Asset Allocation, Series 7, Leadership, Business Strategy, Fixed Income, Mutual Funds, Retirement Planning, Credit, Uniform Combined State..., Finance, Retirement, Investments, Banking, Sales, Risk Management, Portfolio Management, Financial Analysis, Asset Management, Strategic Planning, Strategy, Strategic Financial..., Team Building, Financial Services, Financial Reporting, Sales Management, Management, Financial Modeling, Accounting, Analysis, Customer Service, FINRA, Corporate Finance, Series 63, Account Management, Valuation, Business Development, New Business Development, Alternative Investments, 401k, Equities
Education
Brigham Young University 2014 — 2016
Master of Business Administration (M.B.A.), MBA - Finance
University of Utah 1998 — 2000
Bachelor of Science (B.S.), Business Administration, Finance
Ashton Thomas Private Wealth July 2010 - Present
Fidelity Investments January 2001 - July 2010
Fidelity Investments June 2007 - March 2008
Fidelity Investments April 2005 - July 2007
Fidelity Investments November 2003 - April 2005
Fidelity Investments January 2001 - November 2003
Skills
Series 7, Series 63, Series 24, series 9/10, Series 65, Life & Health Insurance..., Alternative Investments, Investments, Retirement, 401k, FINRA, Retirement Planning, Wealth Management, Investment Management, Estate Planning, Mutual Funds, Asset Management, Private Equity, Equities
Education
Brigham Young University 1991 — 1997
BA, Political Science
Fidelity Investments August 2014 - Present
Fidelity Investments November 2012 - August 2014
Fidelity Investments October 2010 - August 2014
Fidelity Investments March 2008 - October 2010
Beneficial Financial Group November 2006 - February 2008
Utah Community Credit Union August 2005 - October 2006
Education
Brigham Young University 2000 — 2003
Bachelor of Arts (B.A.)