Fidelity Investments

Industry: Financial services company

Description

Fidelity 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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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
Steve Marcum Steve Marcum Fresno, California Details
Steve Marcum's Fidelity Investments Experience 2012 - 2014
Job Financial Advisor at Veater Financial Group
Industry Investment Management
Experience
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

Bryan Tait, CFA Bryan Tait, CFA Fort Collins, Colorado Area Details
Bryan Tait, CFA's Fidelity Investments Experience September 2003 - February 2005
Job Vice President, Portfolio Manager at First Western Trust
Industry Financial Services
Experience
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

Jon Manning Jon Manning San Francisco Bay Area Details
Jon Manning's Fidelity Investments Experience July 2007 - October 2009
Job Business Development Executive at IBM
Industry Venture Capital & Private Equity
Experience
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

Alyse Packer Alyse Packer Salt Lake City, Utah Details
Alyse Packer's Fidelity Investments Experience September 2014 - Present
Job International Trader at Fidelity Investments
Industry Financial Services
Experience
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

David Munion David Munion Greater Minneapolis-St. Paul Area Details
David Munion's Fidelity Investments Experience October 2012 - July 2013
Job Carlson School of Management, MBA candidate 2015
Industry Higher Education
Experience
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

Mark Douglass Mark Douglass Greater Salt Lake City Area Details
Mark Douglass's Fidelity Investments Experience 1993 - 1998
Job Strategic Relationship Manager at LDS Church
Industry Logistics and Supply Chain
Experience
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

Cherlynn Pearson Cherlynn Pearson Draper, Utah Details
Cherlynn Pearson's Fidelity Investments Experience July 1992 - July 1995
Job President
Industry Financial Services
Experience
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

Brock Kannan Brock Kannan Greater Salt Lake City Area Details
Brock Kannan's Fidelity Investments Experience February 2013 - April 2014
Job MANAGER, CONTROL DEVELOPMENT & TESTING at American Express
Industry Financial Services
Experience
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

Alex Ericksen Alex Ericksen Greater Salt Lake City Area Details
Alex Ericksen's Fidelity Investments Experience March 2014 - Present
Job Registered Representative at Fidelity Investments
Industry Banking
Experience
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

Brock Stuart Brock Stuart Sandy, Utah Details
Brock Stuart's Fidelity Investments Experience October 2014 - Present
Job Fidelity Investments
Industry Financial Services
Experience
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

Brandon Powell Brandon Powell Provo, Utah Details
Brandon Powell's Fidelity Investments Experience June 2012 - October 2012
Job Executive Account Manager at Qualtrics
Industry Computer Software
Experience
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

Rachel Van Otten Rachel Van Otten Draper, Utah Details
Rachel Van Otten's Fidelity Investments Experience February 2003 - February 2005
Job Branch Administrative Associate at Cheney Miller Wealth Advisors
Industry Health, Wellness and Fitness
Experience
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

Joshua Haws Joshua Haws Provo, Utah Details
Joshua Haws's Fidelity Investments Experience May 2015 - Present
Job Web Developer, Information Systems Student
Industry Information Technology and Services
Experience
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

Adam Christensen, CEP Adam Christensen, CEP Greater Salt Lake City Area Details
Adam Christensen, CEP's Fidelity Investments Experience January 2011 - August 2012
Job Senior Client Services Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
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

Brian Wilson, CFP® Brian Wilson, CFP® Portland, Oregon Area Details
Brian Wilson, CFP®'s Fidelity Investments Experience November 2012 - Present
Job Financial Consultant, Certified Financial Planner®
Industry Financial Services
Experience
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

Doug Eatough Doug Eatough Greater Salt Lake City Area Details
Doug Eatough's Fidelity Investments Experience 1991 - 2002
Job Investools Coach
Industry Financial Services
Experience
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

Phillip J. Haslam Phillip J. Haslam Greater San Diego Area Details
Phillip J. Haslam's Fidelity Investments Experience June 2015 - Present
Job VP, Workplace Regional Manager at Fidelity Investments
Industry Financial Services
Experience
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

Brad Groscost Brad Groscost Austin, Texas Area Details
Brad Groscost's Fidelity Investments Experience December 1986 - June 1989
Job Oilfield Transportation
Industry Transportation/Trucking/Railroad
Experience
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

Michael Todd Killian Michael Todd Killian Greater Salt Lake City Area Details
Michael Todd Killian's Fidelity Investments Experience June 2014 - December 2014
Job Operations Analyst at Goldman Sachs
Industry Financial Services
Experience
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

David Branham David Branham Washington, District Of Columbia Details
David Branham's Fidelity Investments Experience June 2011 - August 2013
Job Summer Clerk at United States Tax Court
Industry Law Practice
Experience
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

Colby Sorensen Colby Sorensen Provo, Utah Area Details
Colby Sorensen's Fidelity Investments Experience July 2015 - Present
Job PFP Major at UVU
Industry Health, Wellness and Fitness
Experience
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

Aaron Oborn Aaron Oborn Provo, Utah Details
Aaron Oborn's Fidelity Investments Experience June 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Management Consulting
Experience
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

David Huffines David Huffines Houston, Texas Area Details
David Huffines's Fidelity Investments Experience October 2007 - July 2009
Job Origination Analyst at BP Energy
Industry Oil & Energy
Experience
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

Brandon Pierce Brandon Pierce North Salt Lake, Utah Details
Brandon Pierce's Fidelity Investments Experience November 2010 - August 2014
Job Financial Analyst at ATK
Industry Financial Services
Experience
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

Curtis Christlieb Curtis Christlieb Greater Los Angeles Area Details
Curtis Christlieb's Fidelity Investments Experience August 1999 - April 2000
Job Owner/President at Courtesy Consulting Group
Industry Translation and Localization
Experience
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

Chad Waddoups Chad Waddoups Greater Salt Lake City Area Details
Chad Waddoups's Fidelity Investments Experience June 1998 - May 2008
Job Vice President, Investments and Insurance
Industry Financial Services
Experience
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

Dave Espenschied Dave Espenschied Provo, Utah Area Details
Dave Espenschied's Fidelity Investments Experience September 2007 - May 2011
Job Senior Dynamic CRM Consultant / Architect at PrenticeWorx
Industry Computer Software
Experience
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

Leonard Farnsworth Leonard Farnsworth Salt Lake City, Utah Details
Leonard Farnsworth's Fidelity Investments Experience June 2014 - Present
Job Financial Services
Industry Financial Services
Experience
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

Danielle Reeder Danielle Reeder Greater Salt Lake City Area Details
Danielle Reeder's Fidelity Investments Experience September 2012 - December 2012
Job Registrar at Barbara Barrington Jones Family Foundation
Industry Nonprofit Organization Management
Experience
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

Brian Scharnhorst Brian Scharnhorst Greater Salt Lake City Area Details
Brian Scharnhorst's Fidelity Investments Experience April 2014 - Present
Job College Planning Specialist at Fidelity
Industry Financial Services
Experience
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

Todd Greene Todd Greene Greater Salt Lake City Area Details
Todd Greene's Fidelity Investments Experience December 2012 - Present
Job Fidelity Investments
Industry Financial Services
Experience
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

Dan Dickson Dan Dickson Greater Salt Lake City Area Details
Dan Dickson's Fidelity Investments Experience August 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Real Estate
Experience
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

Shawn Crosgrove Shawn Crosgrove Greater Salt Lake City Area Details
Shawn Crosgrove's Fidelity Investments Experience November 2003 - Present
Job Senior Managing Director
Industry Financial Services
Experience
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

Ben McAvoy Ben McAvoy Phoenix, Arizona Area Details
Ben McAvoy's Fidelity Investments Experience October 2005 - September 2007
Job Business Owner
Industry Consumer Services
Experience
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

Patrick Poyfair Patrick Poyfair United States Details
Patrick Poyfair's Fidelity Investments Experience March 2014 - Present
Job Director, Leadership Development at Fidelity Investments
Industry Professional Training & Coaching
Experience
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

Chase R Thomas, CFP® Chase R Thomas, CFP® Salt Lake City, Utah Details
Chase R Thomas, CFP®'s Fidelity Investments Experience June 2012 - July 2015
Job CERTIFIED FINANCIAL PLANNER™ Professional at Wilkinson Financial
Industry Financial Services
Experience
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

Brian Koralewski Brian Koralewski Provo, Utah Area Details
Brian Koralewski's Fidelity Investments Experience August 2006 - July 2008
Job Support Coordinator at State of Utah
Industry Government Administration
Experience
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

Bill Owens Bill Owens Greater Salt Lake City Area Details
Bill Owens's Fidelity Investments Experience December 2003 - April 2011
Job Project Manager (PMP and Certified Scrum Master) at the Church of Jesus Christ of Latterday Saints
Industry Computer Software
Experience
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

Derek Blad Derek Blad Provo, Utah Details
Derek Blad's Fidelity Investments Experience August 2011 - February 2013
Job Compensation Analyst at Brigham Young University
Industry Human Resources
Experience
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

Chris Rogerson Chris Rogerson Greater Salt Lake City Area Details
Chris Rogerson's Fidelity Investments Experience 1992 - 1997
Job Project Manager at Zions Bancorporation
Industry Executive Office
Experience
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

Aaron Pearson Aaron Pearson Orem, Utah Details
Aaron Pearson's Fidelity Investments Experience February 2015 - Present
Job Student at Utah Valley University and Billing Representative at Bluehost
Industry Financial Services
Experience
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

Aaron Wells Aaron Wells Dallas/Fort Worth Area Details
Aaron Wells's Fidelity Investments Experience May 2014 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
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

Brittnie Hoopes, CFP Brittnie Hoopes, CFP Phoenix, Arizona Area Details
Brittnie Hoopes, CFP's Fidelity Investments Experience 2004 - 2008
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  December 2011 - Present
TIAA-CREF  February 2008 - December 2011
Fidelity Investments   2004 - 2008

Education
Brigham Young University   1998 — 2000
Bachelor's degree, History, 3.8

Bradley Marchant Bradley Marchant Greater Salt Lake City Area Details
Bradley Marchant's Fidelity Investments Experience August 2004 - December 2006
Job Contract Genealogical Researcher
Industry Research
Experience
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

Chris Gibbons Chris Gibbons Greater Salt Lake City Area Details
Chris Gibbons's Fidelity Investments Experience February 2011 - January 2014
Job Account Executive at Executech
Industry Information Technology and Services
Experience
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

Brian Larsen Brian Larsen Greater Salt Lake City Area Details
Brian Larsen's Fidelity Investments Experience May 2011 - August 2014
Job Financial Analyst at Genesys
Industry Telecommunications
Experience
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

Brad Phister Brad Phister Columbus, Ohio Area Details
Brad Phister's Fidelity Investments Experience June 1995 - August 1996
Job
Industry Hospital & Health Care
Experience
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

Kerry Cox Kerry Cox Salt Lake City, Utah Details
Kerry Cox's Fidelity Investments Experience August 2005 - July 2007
Job FullTime Faculty at Neumont University
Industry Education Management
Experience
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

Chris Farnsworth Chris Farnsworth Cincinnati Area Details
Chris Farnsworth's Fidelity Investments Experience September 2008 - August 2010
Job Human Resources Manager at Procter & Gamble
Industry Human Resources
Experience
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

Justin Martin, MBA Justin Martin, MBA Greater Salt Lake City Area Details
Justin Martin, MBA's Fidelity Investments Experience August 2005 - June 2010
Job Retirement Income Planning | Financial Professional | Podcast Host
Industry Financial Services
Experience
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

Steve Dame Steve Dame Greater Salt Lake City Area Details
Steve Dame's Fidelity Investments Experience 2010 - 2011
Job Senior Program Manager
Industry Computer Software
Experience
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

Christian Weggeland Christian Weggeland Portland, Oregon Area Details
Christian Weggeland's Fidelity Investments Experience April 2006 - February 2015
Job Investment Reporting Analyst at CTC | myCFO
Industry Financial Services
Experience
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

Tim Bryan Tim Bryan Greater Salt Lake City Area Details
Tim Bryan's Fidelity Investments Experience 1992 - 1995
Job Vice President of Sales at Wasatch Advisors
Industry Investment Management
Experience
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

Disola M. Horst Disola M. Horst Provo, Utah Details
Disola M. Horst's Fidelity Investments Experience August 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Civil Engineering
Experience
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

David Hellewell, CTFA David Hellewell, CTFA Santa Barbara, California Area Details
David Hellewell, CTFA's Fidelity Investments Experience 2004 - 2009
Job Vice President, Financial Consultant at Charles Schwab
Industry Investment Management
Experience
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

Brian Thueson Brian Thueson Provo, Utah Area Details
Brian Thueson's Fidelity Investments Experience August 1995 - January 2003
Job Controller at FiberFix
Industry Financial Services
Experience
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

David Pugmire David Pugmire Raleigh-Durham, North Carolina Area Details
David Pugmire's Fidelity Investments Experience February 2007 - June 2009
Job Manager at PwC in the Application Strategy & Integration practice focusing on Agile Transformation & Implementations
Industry Computer Software
Experience
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

Tyler Bruford Tyler Bruford Provo, Utah Details
Tyler Bruford's Fidelity Investments Experience October 2006 - June 2008
Job B2B SaaS Sales Professional
Industry Computer Software
Experience
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

Chris Faires Chris Faires Logan, Utah Details
Chris Faires's Fidelity Investments Experience June 2013 - February 2014
Job Web QA Tester at Icon Health and Fitness
Industry Information Technology and Services
Experience
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

Dan Michaelson Dan Michaelson Gilbert, Arizona Details
Dan Michaelson's Fidelity Investments Experience June 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
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

Shawn Lucas Shawn Lucas Provo, Utah Area Details
Shawn Lucas's Fidelity Investments Experience 1995 - 1996
Job Head Trader at Apiary Fund
Industry Financial Services
Experience
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

Chad Olsen Chad Olsen Provo, Utah Area Details
Chad Olsen's Fidelity Investments Experience July 1996 - July 1997
Job Business Consultant and Accounting Professional
Industry Accounting
Experience
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

Rob Witt Rob Witt Greater Salt Lake City Area Details
Rob Witt's Fidelity Investments Experience January 2012 - Present
Job VP, Workplace Regional Manager at Fidelity Investments
Industry Financial Services
Experience
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

Carol Greenhalgh Carol Greenhalgh Provo, Utah Area Details
Carol Greenhalgh's Fidelity Investments Experience 2007 - Present
Job Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2007 - Present
Fidelity Investments   2006 - 2010
Fidelity Investments   May 2006 - December 2008

Education
Brigham Young University   2000 — 2005
BS, History

Dale Nikolaus Dale Nikolaus Salt Lake City, Utah Details
Dale Nikolaus's Fidelity Investments Experience April 2013 - Present
Job Financial Representative Full Trader
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present

Skills
Series 7, Series 63

Education
Brigham Young University   1974 — 1976

Camille Condie Camille Condie Greater Salt Lake City Area Details
Camille Condie's Fidelity Investments Experience 2004 - 2005
Job Independent Individual & Family Services Professional
Industry Individual & Family Services
Experience
Fidelity Investments   2004 - 2005

Education
Brigham Young University   1997 — 2001

Aaron Tadje Aaron Tadje Provo, Utah Area Details
Aaron Tadje's Fidelity Investments Experience February 2012 - December 2012
Job Business Development Executive
Industry Computer Software
Experience
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

Brent Gibson Brent Gibson Provo, Utah Area Details
Brent Gibson's Fidelity Investments Experience February 2015 - Present
Job Sr. Manager, Electronic Response at Fidelity Investments
Industry Financial Services
Experience
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

Laura Biggs Laura Biggs Dallas/Fort Worth Area Details
Laura Biggs's Fidelity Investments Experience July 2015 - Present
Job Communications Manager at Fidelity Investments
Industry Financial Services
Experience
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

David Neuenswander David Neuenswander Richmond, Virginia Area Details
David Neuenswander's Fidelity Investments Experience
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Leadership, Investments, Series 63, Mutual Funds, Series 7, Risk Management, Equities

Education
Brigham Young University   1992 — 1994
MBA, Business

Brodie Wood Brodie Wood Greater Salt Lake City Area Details
Brodie Wood's Fidelity Investments Experience October 1997 - July 2008
Job VP, National Practice Leader NFP Markets, Sales Manager Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Brian Butler, CPA Brian Butler, CPA Greater Salt Lake City Area Details
Brian Butler, CPA's Fidelity Investments Experience June 2007 - August 2011
Job General Ledger & Financial Reporting Manager at Salt Lake City Corporation Department of Airports
Industry Accounting
Experience
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

Kerry Sherman Kerry Sherman Saint George, Utah Details
Kerry Sherman's Fidelity Investments Experience 1999 - December 2000
Job Sr VP of Business Development and Channel
Industry Information Technology and Services
Experience
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

Chris Addington Chris Addington Greater Boston Area Details
Chris Addington's Fidelity Investments Experience Compliance DirectorFidelity InvestmentsJanuary 1987 - Present
Job Compliance Director at Fidelity Investments
Industry Financial Services
Experience
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

Brigham Christiansen Brigham Christiansen Provo, Utah Area Details
Brigham Christiansen's Fidelity Investments Experience September 2007 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
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

Arnold Neil Corbridge II Arnold Neil Corbridge II Greater Salt Lake City Area Details
Arnold Neil Corbridge II's Fidelity Investments Experience September 1994 - January 2009
Job New Client Concierge at E*Trade Securities
Industry Financial Services
Experience
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

Alister Cedeno Alister Cedeno Salt Lake City, Utah Details
Alister Cedeno's Fidelity Investments Experience June 2011 - January 2013
Job Financial Professional
Industry Financial Services
Experience
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

Brant Ellsworth Brant Ellsworth Harrisburg, Pennsylvania Area Details
Brant Ellsworth's Fidelity Investments Experience August 2007 - July 2008
Job Adjunct Professor of Rhetoric and Composition at Penn State University
Industry Higher Education
Experience
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

Daniel Zank Daniel Zank Greater Salt Lake City Area Details
Daniel Zank's Fidelity Investments Experience March 2011 - November 2012
Job QA Manager: SQF Practitioner
Industry Food Production
Experience
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

David L Carlson David L Carlson Greater Salt Lake City Area Details
David L Carlson's Fidelity Investments Experience June 1993 - Present
Job Private Client Group Relationship Manager
Industry Financial Services
Experience
Fidelity Investments   June 1993 - Present

Education
Brigham Young University   1989 — 1991
MS, Mathematics

Brigham Young University   1984 — 1989
BS, Mathematics

Brit Adam Langton Brit Adam Langton Lehi, Utah Details
Brit Adam Langton's Fidelity Investments Experience October 2010 - October 2013
Job Account Development Manager at Domo, Inc.
Industry Computer Software
Experience
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

Peter McGrath Peter McGrath Greater San Diego Area Details
Peter McGrath's Fidelity Investments Experience October 2010 - Present
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Brandon Carlisle Brandon Carlisle Greater Salt Lake City Area Details
Brandon Carlisle's Fidelity Investments Experience 2014 - Present
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
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

Michael Bostwick Michael Bostwick Des Moines, Iowa Area Details
Michael Bostwick's Fidelity Investments Experience April 2010 - August 2012
Job AIT at Gateway Healthcare Inc., an Ensign Group affiliate
Industry Hospital & Health Care
Experience
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

Brian Carlsen Brian Carlsen Salt Lake City, Utah Details
Brian Carlsen's Fidelity Investments Experience September 2013 - Present
Job Stock Plan Services Consultant
Industry Financial Services
Experience
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

Chris Jang Chris Jang Orem, Utah Details
Chris Jang's Fidelity Investments Experience 2014 - 2014
Job QA Engineer
Industry Information Technology and Services
Experience
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

Chad Blackburn Chad Blackburn Greater Salt Lake City Area Details
Chad Blackburn's Fidelity Investments Experience January 2014 - Present
Job Managed Account Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Scott W. Reed Scott W. Reed Scottsdale, Arizona Details
Scott W. Reed's Fidelity Investments Experience January 2001 - July 2010
Job Investment Advisor & Wealth Manager at Gentry Wealth Management
Industry Investment Management
Experience
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

Daniel Milligan Daniel Milligan Provo, Utah Area Details
Daniel Milligan's Fidelity Investments Experience August 2014 - Present
Job Financial Professional at Fidelity Investments
Industry Financial Services
Experience
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.)

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