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

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
James Platt James Platt Salt Lake City, Utah Details
James Platt's Fidelity Investments Experience September 2007 - May 2008
Job Associate at Kunzler Law Group, PC
Industry Venture Capital & Private Equity
Experience
Kunzler Law Group, PC   June 2012 - Present
University Venture Fund  August 2011 - January 2013
SkyWest Airlines  April 2011 - August 2011
Vivint  April 2007 - September 2010
Utah Business Magazine  May 2008 - April 2009
Fidelity Investments   September 2007 - May 2008

Skills
Venture Capital, Due Diligence, Finance, Investments, Corporate Law, Licensing, New Business Development, Sales, Entrepreneurship, Intellectual Property, Start-ups, Private Equity, Corporate Governance, Legal Research, Legal Writing

Education
University of Utah S.J. Quinney College of Law   2010 — 2013
JD, Law

Brigham Young University   2004 — 2007
BS, Exercise Science

Dixie State University   2000 — 2004
AS, Science

Kellie Mitchell Kellie Mitchell Folsom, California Details
Kellie Mitchell's Fidelity Investments Experience December 2000 - April 2003
Job Sales Representative at Sorensen Medical Distributing
Industry Medical Devices
Experience
Nextremity Solutions, Inc.   September 2014 - Present
Sorensen Medical Distributing   September 2014 - Present
Tornier  September 2012 - June 2013
Tornier  July 2007 - September 2012
Nexa Orthopedics  August 2006 - July 2007
Sorensen Medical Distribution   May 2003 - August 2006
Fidelity Investments   December 2000 - April 2003

Skills
Orthopedic, Surgeons, Selling, Sales, Ankle, Management, Training, Medical Devices, Operating Room, Product Launch, Disposables, Surgical Instruments, Sales Management, Cold Calling, Sales Operations, Account Management, Trade Shows, Orthopedics

Education
Brigham Young University   1994 — 1998
Bachelor of Science, Psychology

Neville Tuft Neville Tuft Casper, Wyoming Details
Neville Tuft's Fidelity Investments Experience July 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Hilltop National Bank  February 2008 - October 2014
First Interstate Bank  July 1999 - February 2008
WY Dept. of Commerce   November 1994 - July 1998
United States Air Force  December 1988 - November 1994

Skills
Portfolio Management, Wealth Management, Investments, Business Development, Management, Financial Planning, Insurance, Team Building, Customer Service, Financial Services, Finance, Leadership, Public Speaking, Mutual Funds

Education
University of Phoenix-Utah Campus   1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General, 3.54

Brigham Young University   1980 — 1988
Bachelor of Science (BS), Family Financial Planning & Counseling

Jon Redd Jon Redd Greater Salt Lake City Area Details
Jon Redd's Fidelity Investments Experience 1998 - 2003
Job Field Account Manager at Proofpoint
Industry Medical Devices
Experience
Proofpoint  August 2015 - Present
Vasohealthcare - GE Diagnostic Imaging   April 2014 - May 2015
ZipIt!   July 2013 - April 2014
Covidien  April 2010 - July 2013
Baxter International Inc.  July 2009 - April 2010
Covidien  June 2006 - July 2009
Janssen Pharmaceutica  February 2003 - July 2006
Fidelity Investments   1998 - 2003

Skills
Sales Operations, Surgical Instruments, Selling, Sales, Capital Equipment, Urology, Cardiology, Pharmaceutical Sales, Hospitals, Surgeons, Cold Calling, Sales Management, Vascular, Surgery, OB/GYN, Medical Devices, Sales Effectiveness, Disposables, Healthcare, Market Development, Managed Care, Selling Skills, Product Launch, Interventional Radiology, Interventional..., Medical Sales, Digital Imaging

Education
Brigham Young University   2000 — 2002
MBA, Marketing, International Studies, Business Ethics

University of Utah   1994 — 1997
BS, Psychology

Kari Moon Brown Kari Moon Brown Salt Lake City, Utah Details
Kari Moon Brown's Fidelity Investments Experience May 1993 - January 2002
Job Financial Advisor Representative
Industry Financial Services
Experience
Tingey Advisors   July 2013 - May 2014
Grandeur Peak Global Advisors   2013 - 2013
Fidelity Investments   May 1993 - January 2002

Skills
Series 65 designation

Education
Brigham Young University   1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Utah - David Eccles School of Business   1989 — 1993
Bachelor's Degree, Finance, General

Jeff Novak MBA Jeff Novak MBA Greater Salt Lake City Area Details
Jeff Novak MBA's Fidelity Investments Experience January 2012 - March 2013
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade  March 2015 - Present
E*TRADE Financial Corporation  March 2013 - March 2015
Fidelity Investments   January 2012 - March 2013
QBE the Americas  2008 - 2012
Farmers Insurance Group / Foremost Specialty Insurance   2007 - 2008
Bank of America  2006 - 2007
Automobile Club of Southern California  2002 - 2006
Farmers Insurance  1997 - 2002

Skills
Investment Adviser..., Investment Strategies, General Insurance, Commercial Insurance, Claims Management, Series 65, Hold Series 7, Series 63

Education
Brigham Young University
MBA, Business Administration, Management and Operations

California State University
B.S., Finance

mark woo mark woo Provo, Utah Details
mark woo's Fidelity Investments Experience May 2012 - August 2012
Job Software Developer Intern at Lucid Software Inc.
Industry Computer Software
Experience
Lucid Software Inc.  July 2013 - Present
Microsoft  May 2013 - July 2013
Brigham Young University  January 2013 - April 2013
Brigham Young University  January 2012 - November 2012
Fidelity Investments   May 2012 - August 2012

Skills
Data Analysis, Python, Agile Methodologies, Software Documentation, Java, C++, Linux, Software Development, Windows, Visual Studio, Microsoft Office, Programming, Git

Education
Brigham Young University   2011 — 2014
Bachelor's degree, Computer Science

Janet Woodward Janet Woodward Greater Salt Lake City Area Details
Janet Woodward's Fidelity Investments Experience 1995 - 2002
Job FACS Teacher at Jordan School District
Industry Education Management
Experience
Jordan School District  2005 - Present
Fidelity Investments   1995 - 2002
Paychex  1992 - 1994

Skills
Qualified Teacher, Food Service, Food Safety, Food, Financial Services, Sewing, Lesson Planning, Classroom Management, Restaurant Management, Curriculum Development

Education
Brigham Young University   1974 — 1979
Bachelor of Science (BS), Home Economics Education

James Monroe High School   1971 — 1974
Graduate, College Prep

Jared Bolduc Jared Bolduc Greater Salt Lake City Area Details
Jared Bolduc's Fidelity Investments Experience June 2010 - March 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  March 2014 - Present
Fidelity Investments   June 2010 - March 2014
Fidelity Investments   February 2008 - June 2010
Fidelity Investments   June 2007 - February 2008

Skills
Sales, Series 7, Investments, Retirement Planning, Series 63, Microsoft Office, Customer Service, Portfolio Management, Leadership, Finance

Education
Brigham Young University
Bachelor of Applied Science (BASc), Economics

Jordan Hammer Jordan Hammer Dallas/Fort Worth Area Details
Jordan Hammer's Fidelity Investments Experience August 2014 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Tanner Capital Management - Raymond James   June 2013 - July 2014

Skills
Series 7, Series 63, Mutual Funds, Asset Allocation

Education
Brigham Young University   2008 — 2014
Bachelor of Science (BS), Finance, General

James Neville James Neville West Jordan, Utah Details
James Neville's Fidelity Investments Experience February 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2013 - Present

Skills
Basketball Coaching, Motivational Speaking, Finance, Investments, Religion, Softball, Basketball, Spanish, Eagle Scout, Public Speaking, Management, Leadership, Inspiring People

Education
Brigham Young University   2014 — 2016
Master of Public Administration (MPA)

University of Utah   2011 — 2013
Bachelor of Science (BS), Economics

Lauren Sampson Lauren Sampson Provo, Utah Area Details
Lauren Sampson's Fidelity Investments Experience June 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Core-Mark International  July 2011 - Present

Education
Brigham Young University   2011 — 2015
Bachelor's degree, English, Senior

James Schramm James Schramm Greater Los Angeles Area Details
James Schramm's Fidelity Investments Experience October 2011 - April 2015
Job Financial Advisor at Schramm Financial
Industry Financial Services
Experience
Schramm Financial   April 2015 - Present
Fidelity Investments   October 2011 - April 2015
TD Ameritrade  November 2010 - November 2011
Merrill Lynch  November 2009 - November 2010
Heritage Financial Group Inc.  April 2009 - November 2009

Education
Brigham Young University   2002 — 2008
Business Management, Financial Services

Brigham Young University   2002 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Hart High School

Hart High School

Larry Landen Larry Landen American Fork, Utah Details
Larry Landen's Fidelity Investments Experience 2006 - 2006
Job Senior SSL Support Rep at DigiCert, Inc.
Industry Internet
Experience
DigiCert, Inc.   January 2007 - Present
Fidelity Investments   2006 - 2006

Skills
Mac OS, TLS Certificates, SSL Certificates, Java, C++, C#, Objective-C, HTML, CSS, Linux, SQL, PHP, XML, MySQL, Security, JavaScript, Software Development, Swift (programming...

Education
Utah Valley University   2013 — 2020
Computer Science, Computer Software Engineering

Brigham Young University   2004 — 2007
Bachelor of Science, Computer Science, Mathematics, Portugese

Scott D. Thompson Scott D. Thompson Dallas/Fort Worth Area Details
Scott D. Thompson's Fidelity Investments Experience January 2015 - Present
Job Director, Compliance, Ethics Office at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   January 2015 - Present
PIMCO  September 2013 - January 2015
Nuveen Investments  September 2011 - September 2013
Hartford Investment Management  September 2007 - September 2011
Law Offices of Paul A. Lange, LLC   May 2007 - September 2007
Law Offices of Louis Kiefer   December 2006 - May 2007
Connecticut Attorney General's Office  May 2006 - August 2006
Brigham Young University  2002 - 2005

Skills
Legal Research, Legal Writing, Investments, Securities, Bloomberg, Equities, Compliance, Compliance Testing, Insider Trading, Regulatory Filings, Code of Ethics, Email Surveillance, Policy Review, Alternative Investments, Mutual Funds, Investment Company Act..., Investment Advisers Act..., Securities Act of 1933, Rule 206(4)-7, Rule 38a-1

Education
The University of Connecticut School of Law   2005 — 2008
J.D., Law

Brigham Young University   2002 — 2005
BA, Political Science

Rand Erickson Rand Erickson Sacramento, California Area Details
Rand Erickson's Fidelity Investments Experience June 2015 - Present
Job Retirement Counselor at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   June 2015 - Present
Vanguard  August 2014 - May 2015
Brigham Young University  June 2009 - August 2014
Missionary Training Center  July 2008 - June 2009
Missionary Training Center  August 2007 - July 2008
Missionary Training Center  December 2005 - August 2007

Education
Brigham Young University
Bachelor of Science (BS), Economics

Jared Van Moorlehem C.F.P.® Jared Van Moorlehem C.F.P.® Salt Lake City, Utah Details
Jared Van Moorlehem C.F.P.®'s Fidelity Investments Experience January 2001 - December 2009
Job Institutional Plan Sales at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  October 2014 - Present
University of Utah  2011 - Present
Transamerica  December 2009 - July 2014
Fidelity Investments   January 2001 - December 2009

Skills
Certified Financial...

Education
Westminster College   2001 — 2006
Master of Business Administration (M.B.A.)

BYU   1996 — 1999
Bachelor's degree

THS

Jonathan Shurtz Jonathan Shurtz Dallas/Fort Worth Area Details
Jonathan Shurtz's Fidelity Investments Experience June 2012 - Present
Job Commercial Contracts Attorney / Contracts Professional
Industry Legal Services
Experience
Fidelity Investments   June 2012 - Present
Confidential (Consortium of Firms)   October 2011 - June 2012
Skyhigh Siding & Roofing, Inc.   July 2008 - July 2011
Florida Power & Light Company  July 2007 - July 2008
US Small Business Administration  September 2006 - December 2006

Skills
Contract Negotiation, Procurement, Compliance, Insurance, Contract Writing, Contract Management, Contracts Review, Litigation Management, Document Drafting, Legal Writing, Vendor Contracts

Education
Oklahoma City University School of Law   2003 — 2006
Juris Doctor

Brigham Young University   1996 — 2003
BA, Linguistics

Marshall Baker Marshall Baker Greater Seattle Area Details
Marshall Baker's Fidelity Investments Experience August 2014 - Present
Job VP Wealth Management Adviser
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Fidelity Charitable  February 2011 - August 2014
Fidelity Investments   January 2007 - February 2011
Fidelity Investments   January 2005 - December 2006
Fidelity Investments   September 2003 - December 2004
Fidelity Investments   January 1999 - September 2003
Fidelity Investments   June 1993 - January 1999

Skills
Series 7, Series 66

Education
Seattle University   1997 — 1999
Master's degree, Finance, General

Brigham Young University   1989 — 1993
Bachelor of Arts (BA), Economics

Joshua Acker Joshua Acker Manchester, New Hampshire Details
Joshua Acker's Fidelity Investments Experience August 2014 - Present
Job High New Worth Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Fidelity Investments   January 2014 - August 2014
KLAS  July 2013 - December 2013

Skills
Series 7, Series 63, Public Speaking, Economics, Financial Services, Boy Scouts, Mountaineering, Hiking, Camping

Education
Brigham Young University   2007 — 2013
Bachelor of Arts (B.A.), Economics

Wayne High School   2004 — 2007
High School Diploma

Ryan Alkema Ryan Alkema Provo, Utah Area Details
Ryan Alkema's Fidelity Investments Experience January 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   October 2012 - January 2014
Fidelity Investments   August 2011 - October 2012
Wells Fargo Bank  April 2009 - August 2011
Wells Fargo Bank  April 2007 - April 2009
Wells Fargo Bank  April 2005 - April 2007

Education
Brigham Young University   2004 — 2009
BS in Behavioral Science, Minor Business Management

Mikol Dudley Mikol Dudley Nampa, Idaho Details
Mikol Dudley's Fidelity Investments Experience June 2012 - October 2012
Job Graduate of Brigham Young University
Industry Research
Experience
Fidelity Investments   June 2012 - October 2012
Brigham Young University  August 2008 - December 2011
Platinum Protection  April 2010 - September 2010
Sprint  August 2009 - April 2010

Education
Brigham Young University   2008 — 2011
B.A, Communications

Dustin Roberts Dustin Roberts Provo, Utah Area Details
Dustin Roberts's Fidelity Investments Experience January 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Utah Community Credit Union  July 2013 - January 2015
Utah Community Credit Union  June 2013 - January 2015
Utah Community Credit Union  January 2012 - July 2013
Utah Community Credit Union  May 2011 - January 2012
Utah Community Credit Union  September 2010 - May 2011
Heartstring Designs   September 2008 - September 2010
KeyBank  December 2006 - November 2008
Carroll and Company (now Chrysalis)   September 2006 - December 2006
Missionary Training Center  1999 - 2006

Skills
Customer Service, Excel, PowerPoint, Microsoft Office, Budgeting, Microsoft Excel, Accounting, Finance, Management, Retail, Social Media, Time Management, Leadership, Banking, Entrepreneurship, Budgets, Financial Analysis

Education
Brigham Young University   2005 — 2010
B.A, History

Orem High School   2000 — 2003
High school diploma

Paul Diehl Paul Diehl Greater Atlanta Area Details
Paul Diehl's Fidelity Investments Experience May 2011 - June 2012
Job Consultant at Pariveda Solutions
Industry Information Technology and Services
Experience
Pariveda Solutions  2015 - 2015
University of South Carolina  November 2013 - December 2014
BlueCross BlueShield of South Carolina  May 2014 - August 2014
Costa Farms  May 2013 - October 2013
Wells Fargo  July 2012 - November 2012
Fidelity Investments   May 2011 - June 2012
Brigham Young University  September 2010 - December 2010
BoomStartup  May 2010 - August 2010
Brigham Young University  August 2008 - February 2010

Skills
Innovation Consulting, Triathlon, Idea Incubation, Lean Startup, PHP, Spaced Repetition..., Learning Technologies, MySQL, Hill Running, USMLE Step 1 Prep, Backbone.js, JavaScript, Python, Racquetball, Web Development, HTML5, Microsoft Excel, Mobile Applications, PhoneGap, Android, AngularJS, Node.js, MongoDB

Education
University of South Carolina-Columbia   2013 — 2014
Master's degree, Health Information Technology, 4.0

Brigham Young University   2008 — 2012
Marriott School of Management, B.S Accounting, Entrepreneurship emphasis

Inglemoor High School   2002 — 2005
Kenmore, WA

Kenneth Carney Kenneth Carney Greater Salt Lake City Area Details
Kenneth Carney's Fidelity Investments Experience April 1996 - Present
Job Sr Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 1996 - Present
Execusoft, Inc.   December 1995 - April 1996
Valtek, Inc (a division of Flowserve)   July 1993 - November 1995
Valtek, Inc (a division of Flowserve)   January 1991 - July 1993

Skills
C#, Troubleshooting, User Interface Design, Business Analysis, Java Enterprise Edition, Java, Flex, XML, Maven, Ant, Agile Methodologies, C++, ClearCase, Oracle, Programming, Visual Basic

Education
Brigham Young University   1990 — 1994
BS, Computer Science

D. Scott Young D. Scott Young Fort Worth, Texas Details
D. Scott Young's Fidelity Investments Experience March 2001 - Present
Job Margin Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2001 - Present
Scotiabank  1995 - 2000

Skills
Margin, Customer Service, Series 7, Trading, Series 63, Investments, Training Facilitation, Training Manuals, Escalation Resolution, Equity Trading, Mutual Funds, Option Trading, Options, Securities, ETFs, FINRA, Business Analysis, Finance, Financial Analysis, Leadership, Microsoft Office, Project Management, Risk Management

Education
The University of Texas at Arlington   2013 — 2016
Candidate for Masters of Accounting, Accounting

University of Utah - David Eccles School of Business   1992 — 1995
Bachelor of Science (BS), Economics

Brigham Young University

Karl Palmer Karl Palmer Greater Salt Lake City Area Details
Karl Palmer's Fidelity Investments Experience December 2012 - Present
Job Portfolio Specialist with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2012 - Present
TD Ameritrade  2003 - 2012
Goldman, Sachs & Co   June 2000 - November 2001
Fidelity Investments   November 1992 - June 2000

Education
Brigham Young University   1988 — 1991
Bachelor of Science, Finance-Business Management

Ron Hendrix Ron Hendrix Greater Boston Area Details
Ron Hendrix's Fidelity Investments Experience September 2015 - Present
Job Director, Personalization Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   September 2004 - September 2015
ADP  June 1996 - September 2004
Better Business Bureau  May 1993 - August 1996

Skills
Web Content Management, Web Content, Web Services, Strategic Communications, Project Management, Program Implementation, Employee Benefits, Web Applications, Solution Implementation

Education
Brigham Young University   1988 — 1993
BA, Public Relations

Utah Valley University   1986 — 1988
AS, Humanities

Glen Moore Glen Moore Boise, Idaho Area Details
Glen Moore's Fidelity Investments Experience July 1999 - September 2000
Job
Industry Consumer Goods
Experience
True Science  October 2012 - Present
Schiff Nutrition International  July 2008 - October 2012
Schiff Nutrition   January 2006 - July 2008
Nutraceutical Corp.  May 2001 - December 2005
Fidelity Investments   July 1999 - September 2000

Skills
Advertising, Consumer Promotion, New Product Development, Market Research, Private Label, Trade Promotions, Marketing Strategy, Consumer Products, Competitive Analysis, Cross-functional Team..., Customer Insight, Strategic Planning, Marketing, Forecasting, Sales Management, Social Media Marketing, Product Development, Management, P&L Management

Education
Brigham Young University   2000 — 2002
MBA, Marketing

Utah State University   1992 — 1998
BS, Business, Psychology

Karen Rider Karen Rider Greater Salt Lake City Area Details
Karen Rider's Fidelity Investments Experience September 2008 - Present
Job Retirement Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2008 - Present
Fidelity Investments   October 2006 - September 2008
Fidelity Investments   November 1999 - October 2006
Fidelity Investments   April 1999 - November 1999
Fidelity Investments   May 1998 - June 1999
Fidelity Investments   January 1997 - May 1998
Fidelity Investments   August 1995 - January 1997
Fidelity Investments   October 1993 - August 1995
Fidelity Investments   May 1993 - October 1993
Fidelity Investments   January 1991 - May 1993

Skills
Mutual Funds, Series 7, Financial Services, Series 63, Finance, Investments, Customer Service, Securities, Fixed Income, Team Building

Education
Brigham Young University   1979 — 1983
Bachelors of Science, Fashion Merchandising

Timpview High School   1977 — 1979
Graduate, General

Jeff Skousen Jeff Skousen Dallas/Fort Worth Area Details
Jeff Skousen's Fidelity Investments Experience December 2007 - April 2009
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA  July 2011 - Present
TIAA-CREF  October 2010 - July 2011
Fidelity Investments   December 2007 - April 2009
Angie's   July 2007 - December 2007
College Partnership   March 2003 - July 2007
Sento  October 2004 - January 2007
LDS Philanthropies BYU   January 2002 - August 2004
The Gallup Organization  May 2000 - August 2003

Skills
Insurance, Portfolio Management, Fundraising, Customer Relations, Blogging, Risk Management, Equities, Investments

Education
Brigham Young University   2001 — 2004
Psychology

Brigham Young University, class of 2004   2001 — 2004
Bachelor of Science, Psychology

Ryan M Olson CFP ® Ryan M Olson CFP ® Dallas/Fort Worth Area Details
Ryan M Olson CFP ®'s Fidelity Investments Experience June 2006 - January 2013
Job Director, Client Executive at Transamerica
Industry Financial Services
Experience
Transamerica  April 2014 - Present
Color in Motion 5k  March 2013 - July 2014
ADP  January 2013 - April 2014
University of Dallas  August 2011 - January 2013
Fidelity Investments   June 2006 - January 2013
Fidelity Investments   September 2002 - June 2006
Fidelity Investments   April 2000 - September 2002

Skills
Investments, Leadership, Management, Mutual Funds, Retirement, Retirement Planning, Strategic Financial...

Education
Professional Certification
Certified Employee Benefits Specialist (CEBS), Employee Benefits

The University of Dallas   2008 — 2011
MBA, Financial Services

Brigham Young University   1996 — 2000
Bachlors of Science, Psychology

Kevin Kopp Kevin Kopp Saratoga Springs, Utah Details
Kevin Kopp's Fidelity Investments Experience November 2005 - May 2014
Job Investment Professional at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  May 2014 - Present
Fidelity Investments   November 2005 - May 2014
Fidelity Investments   November 2005 - May 2014
Magellan Behavioral Health  September 1997 - August 2005

Skills
Hold Series 7, 6, 63..., Investments, Portfolio Management, Financial Modeling, Financial Services, Wealth Management, Asset Management, Retirement Planning, Financial Analysis, Valuation, Strategic Financial..., Private Equity, Corporate Finance, Finance, Relationship Management, Trading

Education
University of Phoenix   2001 — 2003
Master of Business Administration (M.B.A.)

Brigham Young University   1989 — 1993
Bachelor's Degree, Psychology

Scott Christensen Scott Christensen Dallas/Fort Worth Area Details
Scott Christensen's Fidelity Investments Experience August 2011 - Present
Job Business Systems Analyst / Project Manager
Industry Information Technology and Services
Experience
Fidelity Investments   August 2011 - Present
Lehigh Hanson  2008 - October 2011
Fidelity Investments   August 2007 - July 2008
Powerwave  April 2005 - August 2007
Fleetwood Enterprises, Inc.   March 2002 - April 2005
Independent  September 2001 - March 2002
Aqueduct (Now Digital River)   May 2000 - September 2001
Arthur Andersen Business Consulting  July 1996 - April 2000

Skills
ERP, Oracle Applications, Business Process, Oracle E-Business Suite, Business Analysis, Oracle, Requirements Gathering, Data Conversion, Process Engineering, Program Management, Software Documentation, Testing, Project Planning, Analysis, Troubleshooting, Data Warehousing, Systems Analysis, Business Process..., Process Improvement, SDLC, Project Management, Quality Assurance, Data Migration, Databases, Integration, Visio, System Administration, Oracle HR, Business Intelligence, Management, Requirements Analysis, Oracle Financials, Project Implementation

Education
Brigham Young University   1989 — 1996
B.S., Accounting

Brigham Young University   1989 — 1996
Masters of Accountancy, Information Systems

John E. Nixon, CPA John E. Nixon, CPA Salt Lake City, Utah Details
John E. Nixon, CPA's Fidelity Investments Experience November 1993 - September 1996
Job Chief Financial Officer Universty of Utah
Industry Higher Education
Experience
University of Utah  March 2014 - Present
State of Michigan Department of Technology, Management and Budget  January 2011 - March 2014
State of Utah  2006 - 2010
Utah Department of Workforce Services  2001 - 2005
ProWEDGE Golf Company   July 1996 - September 1999
Fidelity Investments   November 1993 - September 1996

Skills
Program Management, Policy Analysis, Nonprofits, Analysis, Policy, Government, Public Speaking, Public Policy, Leadership, Budgets

Education
University of Utah
Master's degree, Business Administration

Brigham Young University
Bachelor of Science (B.S.), Business and Corporate Finance

Ryan Schoessow Ryan Schoessow Salt Lake City, Utah Details
Ryan Schoessow's Fidelity Investments Experience June 2013 - August 2015
Job Master of Accounting Student at The University of Utah
Industry Higher Education
Experience
Fidelity Investments   June 2013 - August 2015
Brigham Young University  February 2012 - April 2013
Northern Trust  July 2012 - August 2012

Education
University of Utah - David Eccles School of Business   2015 — 2016
Master of Accounting, Tax Track

Brigham Young University   2008 — 2013
Bachelor of Science (BS), Economics

Phil Eldredge Phil Eldredge Tooele, Utah Details
Phil Eldredge's Fidelity Investments Experience Planning and Guidance Consultant Tax Exempt PlansFidelity InvestmentsJanuary 2006 - Present
Job Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments   Planning and Guidance Consultant Tax Exempt PlansFidelity InvestmentsJanuary 2006 - Present

Skills
Retirement Planning, Investments, Customer Service, Microsoft Office, Sales, Insurance, Employee Benefits, Relationship Management

Education
Brigham Young University   1993 — 1997
Bachelor's degree, Construction Management

Grant Manion Grant Manion Dallas/Fort Worth Area Details
Grant Manion's Fidelity Investments Experience September 2011 - Present
Job Finance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2011 - Present
Mass Mutual  April 2011 - August 2011
WhiteCanyon Software   November 2009 - April 2011
Direct Point   February 2009 - August 2009
FTI Consulting  July 2008 - November 2008
Game Stop Corporate   May 2007 - August 2007

Skills
Forecasting, Financial Analysis, Financial Modeling, Valuation, Bloomberg Terminal, Corporate Finance, Bloomberg, Microsoft Excel, Accounting, Economics, Access, PowerPoint, Auditing, Analysis, Customer Service, Competitive Analysis, Mergers & Acquisitions, Finance, Data Analysis

Education
Brigham Young University   2006 — 2011
Finance, Business Administration

Melissa Beardsley Melissa Beardsley Salt Lake City, Utah Details
Melissa Beardsley's Fidelity Investments Experience March 2015 - Present
Job Retirement Solutions Representative
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
Fidelity Investments   October 2014 - February 2015
Fidelity Investments   June 2014 - October 2014
Mountain America Credit Union  February 2014 - June 2014
Blank Family   August 2013 - December 2013
Early Head Start  May 2012 - August 2013
Brigham Young University  August 2009 - December 2012
Brigham Young University  April 2012 - August 2012
Early Head Start  March 2012 - May 2012

Skills
Teaching, Program Evaluation, Research, Public Health, Public Speaking, Health Promotion, Microsoft Excel, Microsoft Office, Grant Writing, Health Program Planning

Education
Brigham Young University   2009 — 2013
Bachelor of Science (B.S.), Public Health-Epidemiology

Davis Applied Technology College   2009 — 2009
Certified Nursing Assistant

Grant Stephens Grant Stephens Portland, Oregon Area Details
Grant Stephens's Fidelity Investments Experience November 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2013 - Present
MassMutual Financial Group  January 2013 - November 2013
New York Life  January 2009 - December 2012
New York Life  July 2003 - January 2009

Skills
Insurance, Long Term Care, Annuities, Retirement Planning, Retirement, Long-term Care, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, Customer Service, 401k, Estate Planning, IRAs, Mutual Funds, Financial Planners, Buy-sell Agreements, Recruiting, Term Life Insurance, Wealth Accumulation, Small Business, Series 7, 401k Rollovers, Long Term Care Insurance, Series 6, Employee Benefits, Health Insurance, Financial Services, Finance, Mortgage Lending, Whole Life, Series 63, Securities, Underwriting, Investments, Variable Annuities, Loans, Wealth, Financial Advisory, Risk Management, Asset Allocation, Workers Compensation, Investment Strategies, Credit, Retirement Plan..., Qualified Retirement...

Education
Brigham Young University   1991 — 1997
Bachelor of Science, Pre-Physical Therapy Studies

Dustin Flanary Dustin Flanary Greater Salt Lake City Area Details
Dustin Flanary's Fidelity Investments Experience January 2012 - August 2013
Job International Business Development at Tryazon
Industry Computer Software
Experience
Tryazon   July 2015 - Present
American Conservation Experience  June 2015 - Present
Maica LLC   August 2013 - Present
BC Flanary Enterprises   June 2014 - December 2014
The Church of Jesus Christ of Latter-day Saints - Global Service Center   August 2013 - June 2014
Fidelity Investments   January 2012 - August 2013
Rapid Penetration of Markets, LLC  September 2011 - December 2011
Xyngular Corporation  January 2011 - December 2011
"BYU Economics Department"   January 2010 - June 2010
Utah High School Athletics Association   August 2009 - May 2010

Skills
Objective-C, Research, iOS Development, Customer Service, Leadership, Spanish, Foreign Languages, Latin America, Team Leadership, Management, Geography, History, Teaching, Spatial Analysis, Portuguese, Public Speaking, Public Relations, Microsoft Office, Analysis, International Relations, Teamwork, Social Networking, Data Analysis, Tutoring, Financial Markets, Blogging, Coaching, Social Media, Advertising, Data Entry, Resume Writing, Reading, Swift, Political Science, Diplomacy, Foreign Policy, GIS, Budgets, Financial Analysis, Strategic Planning, Team Building, HTML, Writing, Mentoring, Problem Solving, Administration, Microsoft Excel, PowerPoint, Microsoft Word

Education
Saint Mary's University of Minnesota   2015 — 2017
Master’s Degree, International Development

DevMountain   2015 — 2015
Bootcamp, iOS Development

Brigham Young University   2006 — 2011
BS, Management: Finance, International Relations, Latin American Studies

Lone Peak High School   1999 — 2003
3.97

Jackson Wood Jackson Wood Greater Salt Lake City Area Details
Jackson Wood's Fidelity Investments Experience May 2014 - September 2014
Job Senior Advisor at Carol Holm Financial
Industry Financial Services
Experience
Centaurus Financial, Inc.®   September 2015 - Present
Strategic Advisors, Fidelity Investments   September 2014 - Present
Fidelity Investments   May 2014 - September 2014
Euro Pacific Bank, Ltd   April 2013 - April 2014
Prestige Financial, Larry H. Miller Group of Companies   May 2012 - February 2013
Wood Floors Inc.   April 2011 - April 2012
Quartzdyne Inc  September 2008 - April 2009

Skills
Bitcoin, Corporate Finance, Financial Economics, Business Economics, Business Strategy, Entrepreneurship, Financial Analysis, Economics, Sales, Public Speaking, Risk Management

Education
Brigham Young University   2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics

Nathan Daines Nathan Daines Greater Denver Area Details
Nathan Daines's Fidelity Investments Experience August 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Medical Practice
Experience
Fidelity Investments   August 2015 - Present
Diversified Radiology  August 2012 - July 2015
Royal Crest Dairy  December 2011 - August 2012

Skills
Sales, Leadership

Education
Brigham Young University

Jase Adams Jase Adams Boston, Massachusetts Details
Jase Adams's Fidelity Investments Experience 2014 - Present
Job Equity Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   2014 - Present
Brigham Young University  2012 - 2014
Wasatch Advisors  2011 - 2013
Cherry Hills Country Club  2006 - 2008

Skills
Chinese, Bloomberg, Microsoft Excel, Equity Research, Financial Modeling, Social Networking, Information Extraction, Chinese politics, Financial Analysis, Political Campaigns, Investments, Equity Valuation, Valuation, Mandarin, Equities, Economics, Business Valuation, Public Speaking, Research, Finance, PowerPoint, Data Analysis

Education
Brigham Young University   2008 — 2014
Bachelor of Science (BS), Accounting and Finance

Beijing Institute of International Relations   2012 — 2012

J. Scott Larsen J. Scott Larsen Provo, Utah Details
J. Scott Larsen's Fidelity Investments Experience June 2014 - Present
Job Full Equity Trader at Fidelity Investments
Industry Food & Beverages
Experience
Fidelity Investments   June 2014 - Present
BYU Catering  September 2012 - September 2013
Northwestern Mutual  May 2013 - August 2013
Brigham Young University  May 2012 - July 2012

Skills
HAZCOM, Life & Health Insurance..., PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word

Education
BYU   2009 — 2013

MacKenzie Mason MacKenzie Mason Provo, Utah Details
MacKenzie Mason's Fidelity Investments Experience June 2014 - October 2014
Job Order Management Representative at Adobe
Industry Financial Services
Experience
Adobe  October 2014 - Present
Fidelity Investments   June 2014 - October 2014

Skills
Series 7, Series 63, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Research, Social Media, Public Speaking, English

Education
Brigham Young University   2010 — 2014
BS, Finance

Jonathan Reyes Jonathan Reyes Houston, Texas Area Details
Jonathan Reyes's Fidelity Investments Experience 2000 - 2003
Job Financial Advisor at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Service, Inc., Member FINRA/SIPC   January 2011 - Present
JPMorgan Chase  April 2009 - December 2010
Fidelity Investments   2000 - 2003

Skills
Portfolio Management, Holistic Financial..., Income Replacement..., Estate Planning, Life Insurance, Disability Insurance, Retirement Planning, Saving for Education, Personal Tax Planning, Annuities, CD Investing, Bond Investing, Strategic Financial..., Mutual Funds, Investments, Finance, Financial Services, Financial Planners, Bonds

Education
Brigham Young University   1986 — 1991
Bachelor's Degree, International Business Finance with a Minor in Managerial Economics

Brigham Young University - Hawaii   1983 — 1984
International Business

Ryan Crandall Ryan Crandall Phoenix, Arizona Area Details
Ryan Crandall's Fidelity Investments Experience August 2011 - June 2012
Job Sr. Manager, Trading Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2012 - Present
Fidelity Investments   August 2011 - June 2012
Fidelity Investments   August 2006 - July 2011

Skills
Series 7, Series 63, Securities, Investments, Trading, Sales Management

Education
Westminster College   2008 — 2011
MBA, Financial Planning

Brigham Young University   1988 — 1990
B.S., International Finance

University of Utah   1984 — 1988
Business Management

Ryan Blegen Ryan Blegen Greater New York City Area Details
Ryan Blegen's Fidelity Investments Experience March 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Retail
Experience
Fidelity Investments   March 2015 - Present
E*TRADE Financial Corporation  February 2014 - March 2015
Excel-arate   November 2013 - April 2014
Macy's  2013 - February 2014
Macy's - Logistics and Operations  2012 - 2013
Avercast LLC  2012 - 2012
American Income Life  2011 - 2012
BYU-Idaho  2011 - 2011
Select Staffing  2010 - 2011
The Church of Jesus Christ of Latter Day Saints  2008 - 2010

Education
Brigham Young University - Idaho   2010 — 2013
BS, Business Finance, 3.65

Brigham Young University   2010 — 2011
Accounting

Inglemoor High School   2003 — 2007
High School Diploma, General

Kerry Whatcott Kerry Whatcott Greater Boston Area Details
Kerry Whatcott's Fidelity Investments Experience July 2011 - Present
Job Sr Reporting Analyst at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments   July 2011 - Present
Soveriegn Bank/ISBAN - Grupo Santander   April 2011 - July 2011
Fidelity Investments   June 2003 - October 2010
Fidelity Investments   June 2001 - October 2010
Fidelity Investments   June 2001 - October 2010
Fidelity Investments   June 2001 - October 2010
Media One/AT&T   May 2000 - June 2001
Fidelity Investments   May 2000 - June 2001
Media One/AT&T   May 2000 - June 2001
Fidelity Investments   January 1992 - May 2000

Skills
Strategic Leadership, Business Integration, Call Center, Leadership, Financial Services, Projects, Metrics, Visio, Business Analysis, SQL, Software Project..., SDLC

Education
Norwich University   2005 — 2007
Masters, Business Administration

Brigham Young University   1984 — 1990
BS, Finance-Emphasis in Computers/Accounting

Jason Whitney Jason Whitney Kansas City, Missouri Area Details
Jason Whitney's Fidelity Investments Experience September 1994 - September 1996
Job CEO Highway 22
Industry Information Technology and Services
Experience
H&R Block  July 2012 - May 2015
Sprint  November 2000 - July 2012
Financial Fusion (a Sybase Company)   April 1998 - October 2000
Whitney Creations Inc   March 1995 - June 2000
Financial Fusion  1998 - 2000
Fidelity Investments   September 1994 - September 1996

Skills
User Experience, Telecommunications, Design Strategy, Mobile Devices, Information Architecture, User Interface Design, Mobile Applications, Product Management, Product Development, Mobile, User Interface, User Experience Design, Interaction Design, Usability, Scrum, HTML 5, Creative Direction, Strategy, Usability Testing, User-centered Design, User Research, Task Analysis, Usability Engineering, Web Applications, Wireframes, Heuristic Evaluation, Wire Framing, Mobile Design, Human Computer..., Experience Design, Persona, Information Design, Business Process..., Contextual Inquiry, Front-end, OmniGraffle, User Scenarios, Card Sorting, HTML5

Education
Brigham Young University   1992 — 1997
Pre-Medicine/Psychology, Medicine, Psychology, Design

Fernando Camilo Fernando Camilo Greater Salt Lake City Area Details
Fernando Camilo's Fidelity Investments Experience February 2007 - September 2008
Job Awareness and Social Media Manager
Industry Religious Institutions
Experience
The Church of Jesus Christ of Latter-day Saints  August 2011 - Present
LDS Business College  January 2015 - Present
BodyGuardz  September 2008 - July 2011
Fidelity Investments   February 2007 - September 2008
Stephen Hales Creative   September 2005 - November 2006

Skills
Omniture, Leadership, Online Marketing, Social Media, SEO, SEM, Social Media Marketing, Online Advertising, Google Analytics, Email Marketing, Web Analytics, Marketing, Social Networking, Marketing Strategy, Strategic Planning

Education
University of Utah - David Eccles School of Business   2008 — 2010
MBA, Marketing

Brigham Young University   2002 — 2005
Bachelors, Advertising

Kyle Blodgett, CFP® Kyle Blodgett, CFP® Kennewick, Washington Details
Kyle Blodgett, CFP®'s Fidelity Investments Experience March 2006 - September 2008
Job Partner |Certified Financial Planner™ Professional at Pacific Crest Planning
Industry Insurance
Experience
Pacific Crest Planning   April 2010 - Present
Waddell & Reed  October 2008 - April 2010
Fidelity Investments   March 2006 - September 2008

Skills
Estate Planning, Retirement Income..., Investment Planning, Tax Planning, Pension and Social..., Insurance Planning, 401(k) Business..., Long-Term Care and...

Education
Brigham Young University
BS Financial Services, Accounting, Investment Management, Real Estate Investment Analysis, Business Management

The American College
Certified Financial Planner™ Certification, Principals of Financial, Investment, Retirement, Income Tax, and Estate Planning

John Banks John Banks Greater Salt Lake City Area Details
John Banks's Fidelity Investments Experience 1993 - 1995
Job Carter Freight COO
Industry Logistics and Supply Chain
Experience
Carter Freight a Stevens Global Logistics agent   August 2012 - Present
Carter Freight a Stevens Global Logistics agent   2013 - 2014
MonaVie  January 2008 - April 2012
DHL Global Forwarding  October 1997 - April 2007
Exel Logistics  1997 - 2006
Exel Global Logistics  1997 - 2005
First Security Banks   1993 - 1997
Fidelity Investments   1993 - 1995

Skills
Contract Negotiation, Contract Management, International Work, Vendor Relationships, Vendor Management Skills, Vendor Management..., Set up Intl'l...

Education
Brigham Young University   1987 — 1992
BA, Asian Studies

Liz Weeks Liz Weeks Provo, Utah Area Details
Liz Weeks's Fidelity Investments Experience June 2011 - December 2012
Job Project Manger at Certiport A Pearson VUE Business
Industry Computer Software
Experience
Certiport - A Pearson VUE Business  March 2015 - Present
LDS Employment Resource Services  January 2015 - February 2015
Bluehost.com  April 2014 - August 2014
Fidelity Investments   June 2011 - December 2012
Lumension Security  December 2007 - January 2011
Novell Inc  May 1994 - November 2007
Compaq  January 1991 - April 1994

Skills
Linux, Scrum, Agile Methodologies, Java, Enterprise Software, Project Management, XML, Cloud Computing, Software Engineering, Testing, C++, Software Development, HTML, Windows, Agile Project Management, Software Project..., Software Design, Web Applications, Software Documentation, Web Services, Software Quality...

Education
Brigham Young University   1987 — 1990
BS, Electrical and Computer Engineering

Utah Valley University   1985 — 1987
General Education

Brigham Young University   1984 — 1985
BS, Electrical and Computer Engineering

Rachael Lauritzen Rachael Lauritzen Greater Salt Lake City Area Details
Rachael Lauritzen's Fidelity Investments Experience July 2000 - August 2001
Job Editor & Proofreader
Industry Publishing
Experience
South Salt Lake City   January 2010 - Present
Prince, Perelson & Associates   October 2001 - Present
Morgan Stanley  November 2003 - September 2005
Fidelity Investments   July 2000 - August 2001

Skills
Event Planning, Microsoft Office, Microsoft Excel, Management, Customer Service, Project Management, Non-profits, Public Speaking, Social Media, PowerPoint, Proposal Writing, Accounting

Education
Brigham Young University   1994 — 2000
B.A., English

Max McQuiston Max McQuiston Greater Salt Lake City Area Details
Max McQuiston's Fidelity Investments Experience August 2010 - February 2014
Job Regional Vice President American Funds
Industry Financial Services
Experience
Fidelity Investments   August 2010 - February 2014
Karras Company   May 2007 - July 2010
Fidelity Investments   1993 - 2007

Skills
Mutual Funds, Series 7, Series 63, Series 8

Education
Brigham Young University   1998 — 2000
MBA, Business

Weber State University   1992 — 1996
Bachelor of Science, Economics

Ramona Hill Ramona Hill Greater Salt Lake City Area Details
Ramona Hill's Fidelity Investments Experience January 2015 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   January 2013 - January 2015
Fidelity Investements  2008 - January 2013
Fidelity Investments   September 2005 - June 2008

Education
Brigham Young University   1987 — 1991

Lincoln Bischoff Lincoln Bischoff San Francisco, California Details
Lincoln Bischoff's Fidelity Investments Experience March 2014 - February 2015
Job Sr. Manager Strategy at Charles Schwab
Industry Management Consulting
Experience
Charles Schwab  February 2015 - Present
Fidelity Investments   March 2014 - February 2015
Fidelity Business Consulting, Fidelity Investments   March 2012 - March 2014
Wilmington Trust  June 2011 - March 2012
T. Rowe Price  June 2010 - September 2010
Fidelity Investments   September 2007 - August 2009
Fidelity Investments   May 2006 - September 2007
New Day Financial  May 2005 - May 2006

Skills
Cross-functional Team..., Leadership, Financial Modeling, Competitive Analysis, Investments, Valuation, Project Management, Management Consulting, Training, Sales, Strategy, Portfolio Management, Corporate Finance

Education
The University of Chicago - Booth School of Business   2009 — 2011
MBA, Economics, Accounting, Strategic Management

Brigham Young University   1999 — 2005
B.S., Finance

Ronald Elia Ronald Elia Greater Denver Area Details
Ronald Elia's Fidelity Investments Experience March 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
Fidelity Investments   June 2014 - March 2015
Fidelity Investments   June 2013 - June 2014
Charles Schwab  September 2012 - June 2013
Fidelity Investments   May 2011 - September 2012
Fidelity Investments   May 2007 - May 2011
Fidelity Investments   May 2006 - May 2007
Fidelity Investments   March 2005 - May 2006
Fidelity Investments   December 2003 - March 2005

Skills
Retirement Planning, Investments, Insurance, Mutual Funds, Retirement, Series 7, Fixed Annuities, Series 63, Securities, IRAs, Term Life Insurance, Series 6, 401k Rollovers, Options, Roth IRA, Trading, Asset Allocation

Education
Brigham Young University   1995 — 2002

Molokai High & Intermediate School   1990 — 1995
Diploma

Dylan Waits Dylan Waits Greater Seattle Area Details
Dylan Waits's Fidelity Investments Experience September 1997 - August 1999
Job
Industry Retail
Experience
Amazon  August 2015 - Present
Washington State Department of Revenue  October 2010 - August 2015
Washington State Department of Revenue  June 2010 - October 2010
Washington State Department of Revenue  April 2007 - June 2010
Washington State Department of Financial Institutions  October 2004 - April 2007
Idaho Seventh District Court   May 2003 - May 2004
Fidelity Investments   September 1997 - August 1999

Education
Brigham Young University - Marriott School of Management   1999 — 2002
Masters of Business Administration

Brigham Young University—J. Reuben Clark Law School   1999 — 2002
Juris Doctorate

Brigham Young University   1992 — 1997
Bachelor of Arts (B.A.)

Ken Bridenstine Ken Bridenstine Greater Salt Lake City Area Details
Ken Bridenstine's Fidelity Investments Experience November 2007 - February 2014
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2007 - February 2014
University of Utah  January 2006 - November 2007
LDS Philanthropies at BYU-Idaho/BYU   September 2002 - January 2006

Skills
Fundraising, Volunteer Management, Higher Education, Community Outreach, Nonprofits, Annual Giving, Program Development, Stewardship, Public Speaking, Event Planning, Alumni Relations, Grant Writing, Planned Giving

Education
Brigham Young University   1995 — 1999
Bachelor of Arts (B.A.), Public Relations/Image Management

Brigham Young University - Idaho   1993 — 1994
Associate of Arts (A.A.), German Language and Literature

Kevin Thornock Kevin Thornock Greater Salt Lake City Area Details
Kevin Thornock's Fidelity Investments Experience January 1998 - January 2000
Job Marketing Director at Tiraco Media
Industry Marketing and Advertising
Experience
Tiraco Media/Omatopia   January 2010 - Present
Straumann, USA  January 2004 - January 2010
Brady Corporation  January 2000 - January 2004
Fidelity Investments   January 1998 - January 2000
Novell  January 1996 - January 1998

Skills
Capital Equipment, Operating Room, Market Development, New Business Development, Lead Generation, Account Management, Sales Management, Sales, Customer Acquisition, Sales Operations

Education
Brigham Young University   1992 — 1997
BA, American Studies

Robert Schloss Robert Schloss Greater Salt Lake City Area Details
Robert Schloss's Fidelity Investments Experience March 2003 - Present
Job Systems Admin/Achitect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2003 - Present
Fidelity Investments   June 1998 - March 2003
Associated Food Stores  1995 - 1998
WordPerfect Corp.  1983 - 1994

Skills
Software Installation, Troubleshooting, Storage, Servers, Virtualization, Computer Hardware, SAN, NAS, Operating Systems, NetApp, System Administration, VMware, Workstations, Cabling, Routers, HP, Storage Virtualization, Disaster Recovery, Documentation, High Availability, Problem Solving, Deployment, File Systems, Patch Management, Netbackup, RAID, Replication, Customer Service, Agile Methodologies, Oracle, Software Development

Education
Brigham Young University   1977 — 1982
Information Management, Microbiology

Kent Thacker Kent Thacker Greater Boston Area Details
Kent Thacker's Fidelity Investments Experience August 2007 - Present
Job Director Brokerage Products at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2007 - Present

Skills
Agile Methodologies, Mutual Funds, Series 63, SDLC, Series 7, Equities, Scrum, XML, Financial Services, Risk Management, Software Development

Education
Brigham Young University

Lane Larsen Lane Larsen Dallas/Fort Worth Area Details
Lane Larsen's Fidelity Investments Experience August 1997 - Present
Job Trading Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 1997 - Present

Education
University of Utah   1995 — 1997
Master of Arts (M.A.), International Relations

Brigham Young University   1986 — 1993
Bachelor of Arts (B.A.), Archeology

Kelly Behunin Kelly Behunin Salt Lake City, Utah Details
Kelly Behunin's Fidelity Investments Experience January 2008 - Present
Job Senior Portfolio Specialist Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2008 - Present

Education
Brigham Young University
Bachelor of Business Administration (BBA), Finance, General

Karl Wilson Karl Wilson Greater Salt Lake City Area Details
Karl Wilson's Fidelity Investments Experience July 1993 - January 1995
Job Senior Vice President at US Bank
Industry Financial Services
Experience
Big Brothers Big Sisters of Utah  September 2007 - Present
US Bank Institutional Trust & Custody   February 1998 - Present
First Security Bank, NA   January 1995 - February 1998
Fidelity Investments   July 1993 - January 1995

Skills
Institutional Sales, Risk Management, Asset Managment, Financial Services, Relationship Management, Pensions, Business Development, Strategic Planning, Sales, Business Strategy, Mergers, Marketing, Financial Modeling, Valuation, Investments, Portfolio Management, Banking, Financial Analysis, Management, Retirement, 401k, Finance, Strategy, Mutual Funds, Wealth Management

Education
University of Minnesota - Carlson School of Management   2006 — 2007
Certificate, Executive Program - Leadership in Excellence

University of Virginia   1992 — 1993
M.A., Early American History

Brigham Young University   1987 — 1992
BA, History and English

Jeff Carroll Jeff Carroll Dallas/Fort Worth Area Details
Jeff Carroll's Fidelity Investments Experience July 2014 - Present
Job Director Desktop System Analysis
Industry Information Technology and Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   2006 - July 2014
Fidelity Investments   2000 - 2006

Skills
Personnel Management, Software Project..., Scrum, Agile Methodologies, Agile Project Management, SDLC, Software Development, Product Management, Program Management, Project Portfolio..., Vendor Management, Process Improvement, IT Strategy, Quality Assurance, PMO, Enterprise Software, Business Intelligence, Systems Analysis, Business Analysis, Visio, SharePoint, Global Management

Education
Brigham Young University   1986 — 1991
B.S., Business Mgmt (Int'l Finance, Economics, Accounting)

Richard Herrin Richard Herrin Greater Salt Lake City Area Details
Richard Herrin's Fidelity Investments Experience January 2012 - September 2015
Job Director of Quality Assurance at Genesys
Industry Information Technology and Services
Experience
Genesys  Director of Quality AssuranceGenesysSeptember 2015 - Present
Fidelity Investments   January 2012 - September 2015
Fidelity Investments   April 2003 - December 2011
Fidelity Investments   June 1996 - April 2003
CUSA Technologies  April 1995 - June 1996
CUSA Technologies  May 1993 - April 1995

Skills
Software Development..., Project Management, Agile Methodologies, Test Automation, SDLC, Software Quality..., Quality Center, Test Planning, User Acceptance Testing, Waterfall, Requirements Analysis, Software Project..., Quality Assurance, Java, System Testing, Scrum, HP Quality Center, Unix, Software Development, Testing, SQL, Web Services, XML, Agile Project Management, PMP

Education
Brigham Young University   2000 — 2002
MBA

Brigham Young University   1989 — 1993
Business Management, Management Information Systems

Elaine Glick Elaine Glick Salt Lake City, Utah Details
Elaine Glick's Fidelity Investments Experience April 2012 - Present
Job Education Specialist IT&S Mountain Division
Industry Hospital & Health Care
Experience
HCA  February 2015 - Present
Fidelity Investments   April 2012 - Present
Morgan Stanley  March 2008 - March 2012
Hewlett-Packard  2006 - February 2008

Skills
Instructional Design, Project Management, Software Documentation, Instructor-led Training, Leadership Development, Technical Writing, Needs Analysis, Training, E-Learning, Employee Training, Executive Coaching, Coaching, Leadership, Call Centers, Blended Learning, Organizational..., Performance Management, Program Management, Process Improvement, Staff Development, Team Building, Technical Documentation, Training Delivery, Visio, Adult Education, Customer Service

Education
University of Utah   1991 — 1999
Master of Arts (M.A.), Comparative Literature

Brigham Young University   1983 — 1989
Bachelor of Arts (B.A.), Humanities/Humanistic Studies

Joe Benoit Joe Benoit Albuquerque, New Mexico Area Details
Joe Benoit's Fidelity Investments Experience November 1999 - Present
Job Client Focused Team Director at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   November 1999 - Present

Skills
Process Improvement, Benefits Administration, Employee Benefits, 401k, Vendor Management, Business Analysis, Business Process..., Insurance, PeopleSoft, Project Management, Call Centers, Financial Services, CRM, Defined Benefit, Access, Management, Strategic Planning, Program Management, Change Management, Leadership, Customer Service, Training, Team Building

Education
Brigham Young University
Bachelor, Business Management

Jason Bosler Jason Bosler Washington, District Of Columbia Details
Jason Bosler's Fidelity Investments Experience January 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Google  August 2012 - August 2013
eFileCabinet  June 2010 - April 2012
Qualtrics Labs  October 2009 - July 2010
Summit Financial  2007 - 2008

Skills
Sales, Direct Sales, Salesforce.com, Customer Service, Microsoft Office, Lead Generation, Account Management, Marketing, Cold Calling, Sales Process, Market Research, Business Development, Solution Selling, Marketing Strategy

Education
Utah Valley University   2009 — 2011
Business Management

Brigham Young University   2007 — 2009

Fred Luce Fred Luce Greater Boston Area Details
Fred Luce's Fidelity Investments Experience Assistant DirectorPetSmartJanuary 1998 - December 2003
Job Stock Plan Services Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Assistant DirectorPetSmartJanuary 1998 - December 2003

Skills
Leadership, Public Speaking

Education
Brigham Young University   1993 — 1996
BS, Business Management

Gary Pender Gary Pender Cincinnati Area Details
Gary Pender's Fidelity Investments Experience October 2007 - December 2008
Job Experienced sales rep
Industry Consumer Services
Experience
Unemployed  December 2008 - April 2009
Fidelity Investments   October 2007 - December 2008
Penburke Properties   January 2003 - October 2007
Ryland Homes  February 2003 - March 2004
Delta Air Lines  August 2000 - February 2003
Dawson, Judson, Romine and Associates   August 1992 - December 1999
Stanley Bostitch  July 1986 - August 1992
Bostitch Textron   January 1982 - June 1986

Education
Brigham Young University   1970 — 1973
BS, Business

Matthew Yrungaray Matthew Yrungaray Greater Salt Lake City Area Details
Matthew Yrungaray's Fidelity Investments Experience October 2011 - Present
Job Financial Advisor and Real Estate Investor
Industry Financial Services
Experience
Fidelity Investments   October 2011 - Present
Etrade  June 2010 - October 2011
Edward Jones  August 2007 - June 2010
Sears Holdings Management Corporation  January 2005 - August 2007

Education
Westminster College   2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Brigham Young University   1998 — 2004
BS, Psychology, Business

Brigham Young University - Idaho   1997 — 2001
Associates, Psychology

Lars Olson Lars Olson San Antonio, Texas Area Details
Lars Olson's Fidelity Investments Experience March 2007 - July 2007
Job Owner of The Pool Keeper LLC
Industry Real Estate
Experience
The Grout Doctor  June 2009 - February 2015
John Pappajohn Entrepreneurial Center  August 2008 - May 2009
NCS Pearson  May 2008 - December 2008
Fidelity Investments   March 2007 - July 2007
Zoop Inc   September 2003 - January 2007

Skills
Strategy, Financial Analysis, Business Planning, Team Leadership, Financial Modeling, Sales, Management, Competitive Analysis, Data Analysis, Strategic Planning, Marketing

Education
University of Iowa   2007 — 2009
MBA

University of Iowa - Henry B. Tippie College of Business   2007 — 2009
MBA, Strategic Consulting

Brigham Young University   1999 — 2002
BA, History

Rebecca Young Rebecca Young Dallas/Fort Worth Area Details
Rebecca Young's Fidelity Investments Experience August 1998 - January 1999
Job Moderator at eModeration Limited
Industry Financial Services
Experience
Emoderation Limited  November 2012 - Present
First Command Financial Services  March 1999 - February 2002
Fidelity Investments   August 1998 - January 1999
Marriott International  October 1996 - July 1998
American General  February 1992 - October 1996
VITreo-REtinal Consultal Consultants of Texas   1990 - 1991

Skills
Training, Management, Customer Service, Finance, Microsoft Office, Research, Microsoft Excel, Teaching, PowerPoint, Microsoft Word, Public Speaking, Photoshop, Social Media, Social Networking, Team Building, Windows, Community Management, Facebook, English, Community Sites, Sales

Education
Western Governors University - Texas   2012 — 2014
Master of Business Administration (M.B.A.)

University of Utah - David Eccles School of Business   1993 — 1997
Bachelor's degree, Finance, General

Brigham Young University   1989 — 1990

Trinity Valley School   1987 — 1989
High School Diploma

Judson Felt Judson Felt Houston, Texas Details
Judson Felt's Fidelity Investments Experience March 2011 - January 2013
Job Reservoir Engineering Technician Eagle Ford Integrated Projects Team
Industry Oil & Energy
Experience
Marathon Oil Corporation  April 2014 - Present
Fidelity Investments   March 2011 - January 2013
Complete Merchant Solutions  August 2010 - March 2011
Macaroni Grill Restaurant   December 2006 - July 2010
Global Financial Advisors (GFA)   August 2008 - April 2009
G&A Partners, LLC   June 2007 - August 2007
LDS Church  February 2004 - March 2006

Skills
Analysis, Investments, Budgets, Bloomberg, Financial Modeling, Corporate Finance, Finance, Banking, Financial Analysis

Education
Brigham Young University   2006 — 2009
Bachelor's Degree, Corporate Finance

Roger Meeks Roger Meeks Greater Salt Lake City Area Details
Roger Meeks's Fidelity Investments Experience 1998 - 2008
Job National Account Manager
Industry Hospital & Health Care
Experience
DataMetrix  2009 - Present
Fidelity Investments   1998 - 2008

Skills
Process Improvement, Team Building, Account Management, Strategic Planning, Contract Negotiation, Healthcare, New Business Development, Business Analysis, Project Management, Finance, Analysis

Education
Brigham Young University   1996 — 1998
Business Management - General Studies

Idaho State University   1993 — 1993
Business - General Studies

Skyline High School

Eve Flake Eve Flake Provo, Utah Area Details
Eve Flake's Fidelity Investments Experience November 2007 - May 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2007 - May 2013
MedNOW Urgent Care   2005 - 2007
Tulsa Regional Medical Center  2004 - 2007

Skills
Series 7, Series 63, Mutual Funds, IRAs

Education
Brigham Young University   1998 — 1999

Luke Cook Luke Cook Austin, Texas Details
Luke Cook's Fidelity Investments Experience December 2007 - June 2009
Job HR Business Partner
Industry Human Resources
Experience
Dell  June 2015 - Present
Dell  March 2013 - June 2015
Dell  June 2011 - March 2013
Dell  May 2010 - August 2010
Fidelity Investments   December 2007 - June 2009

Skills
Leadership, Talent Management, Project Management, Leadership Development, Organizational Behavior, Human Resources, Personnel Management, Data Analysis, Management, Employee Relations

Education
Brigham Young University   2009 — 2011
Master of Business Administration (MBA)

Kevin Klundt Kevin Klundt Greater Salt Lake City Area Details
Kevin Klundt's Fidelity Investments Experience October 1993 - November 1997
Job CEO at SIRS
Industry Financial Services
Experience
Securities Industry Records Services, LLC   June 2007 - Present
Zions Bancorporation  July 2006 - November 2008
Morgan Stanley  December 1997 - July 2006
Fidelity Investments   October 1993 - November 1997

Skills
Series 7, Series 24, Risk Management, Investments, Series 63, Mutual Funds, Securities, Portfolio Management

Education
Duquesne University
Master of Arts, Psychology

Brigham Young University
Bachelor of Science, Psychology

FINRA Institute at Wharton

Julie Stephens Julie Stephens Campbell, California Details
Julie Stephens's Fidelity Investments Experience February 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   February 2013 - Present
US Bank  November 2011 - February 2013
HELP International  May 2011 - September 2011
ServiceTRAC   July 2010 - May 2011
Trinity Mission Health and Rehab  February 2010 - July 2010
Northridge Publishing  2008 - 2010

Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Project Management, Strategic Planning, Sales Management, Social Media Marketing, Event Planning, Team Building, Sales, Outlook, Leadership, Public Speaking, Microsoft Office, Teamwork, Management, Research, Team Leadership

Education
Brigham Young University   2008 — 2010
Public Health, Health Promotion

Weber State University
Associates of Science

Jared Moss, CLTC Jared Moss, CLTC Greater Salt Lake City Area Details
Jared Moss, CLTC's Fidelity Investments Experience February 2015 - April 2015
Job Territory Sales Director at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  April 2015 - Present
Fidelity Investments   February 2015 - April 2015
Farm Bureau Financial Services  November 2013 - February 2015
Morgan Stanley  November 2012 - November 2013
Crump Life Insurance Services  August 2007 - November 2012
Fidelity Investments   October 2005 - August 2007

Skills
Life Insurance, Retirement, Retirement Planning, Fixed Annuities, Insurance, Long Term Care Insurance, Disability Insurance, Investments, Series 7, Wealth Management, Mutual Funds, Estate Planning, IRAs, Wealth Accumulation, Business Planning, Asset Allocation, Universal Life, Whole Life, Variable Annuities, Personal Financial..., Retirement Savings, Retirement Solutions, Equity Indexed Annuities, Sales Leadership..., Recruiting, Long-term Care, Financial Services, Financial Planning, Sales, Series 63, Series 6

Education
College for Financial Planning

Brigham Young University
Bachelor of Arts (B.A.), History

Jake Eggett Jake Eggett Greater Salt Lake City Area Details
Jake Eggett's Fidelity Investments Experience 2005 - 2010
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  June 2010 - Present
Fidelity Investments   2005 - 2010

Skills
Series 7, Series 63, Retirement Planning, Asset Management, 401k, Asset Allocation, FINRA, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Retirement, Securities, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning

Education
Brigham Young University   2003 — 2005
Bachelor, Finance

Utah Valley University   2001 — 2003
Associate, Accounting

Elaine Oaks Elaine Oaks Greater Salt Lake City Area Details
Elaine Oaks's Fidelity Investments Experience June 2014 - November 2014
Job
Industry Individual & Family Services
Experience
Fidelity Investments   June 2014 - November 2014
Learning Through Robotics   January 2014 - April 2014
Global Sourcing/International Language Playgroups/Lingua Learners   July 1994 - December 2013
South Davis Recreation Center Volunteer and Orrin Hatch Election Committe   September 2011 - August 2013
Netherlands Amsterdam Mission   January 1992 - July 1993

Skills
Nonprofits, Leadership, Public Speaking, Strategic Planning, Entrepreneurship

Education
Brigham Young University   1988 — 1995
BA

LC Anderson High School, Austin, Texas   1984 — 1988

Regan Russell Regan Russell Provo, Utah Area Details
Regan Russell's Fidelity Investments Experience March 2011 - February 2012
Job Financial Representative
Industry Financial Services
Experience
Horne’s Lodging Properties   February 2012 - Present
Fidelity Investments   March 2011 - February 2012
National Agents Alliance  November 2010 - March 2011
Utah Transit Authority  January 2010 - April 2010

Skills
Fixed Annuities, Life Insurance, Retirement Planning, Strategic Financial..., Retirement, Disability Insurance, Estate Planning, Investments, Insurance, Financial Analysis, IRAs, Long Term Care Insurance, Wealth Accumulation, Series 63, Long-term Care, 401k, Series 7, Mutual Funds

Education
Brigham Young University

Brigham Young University
Bachelors of Applied Statistics

Jordan Staheli Jordan Staheli Provo, Utah Area Details
Jordan Staheli's Fidelity Investments Experience June 2014 - April 2015
Job Financial Representative
Industry Banking
Experience
Mountain America Credit Union  April 2015 - Present
Fidelity Investments   June 2014 - April 2015
Mountain America Credit Union  August 2006 - June 2014

Skills
Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Sales, Finance, Marketing, PowerPoint, Leadership, Microsoft Word, Strategic Planning, Team Building, Training, Financial Modeling, Team Leadership, Sales Management, Data Analysis, Project Management, Public Speaking, Access

Education
Brigham Young University   2004 — 2008
Bachelor's degree, Finance, General

Felicia Blachly Felicia Blachly United States Details
Felicia Blachly's Fidelity Investments Experience March 2006 - April 2007
Job
Industry Events Services
Experience
STATE OF FLORIDA, CHILDREN'S LEGAL SERVICES   March 2008 - Present
U.S. BANK   July 2007 - August 2007
Fidelity Investments   March 2006 - April 2007
AOL  January 1996 - October 2005

Education
Brigham Young University
Bachelor of Science, Sociology

FCCJ
Courses, Networking/Information Technology

Long Island University
Certificate, Paralegal Studies (with

Macy Harold Macy Harold Amelia, Ohio Details
Macy Harold's Fidelity Investments Experience January 1994 - February 2009
Job Facilities Services Professional
Industry Facilities Services
Experience
Self-employed  2010 - Present
Fidelity Investments   January 1994 - February 2009

Skills
Heating & Air Service..., Team management, General Handy Man...

Education
Brigham Young University
Business Management

Nanette Johnson Nanette Johnson Brentwood, Tennessee Details
Nanette Johnson's Fidelity Investments Experience October 1986 - June 1987
Job Accounting and Special Projects
Industry Accounting
Experience
HCA Hope Fund   September 2012 - April 2013
SP Enterprises   January 1991 - February 2009
The Association for Retarded Citizens   June 1990 - June 1997
Frank D'Orlando & Co.   May 1988 - June 1997
Pioneer Investments  July 1987 - November 1988
Fidelity Investments   October 1986 - June 1987

Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Micro Edge GIFTS, Raiser's Edge, Great Plains Software, Account Reconciliation, Bank Reconciliation, Journal Entries, Human Resources, Volunteer Management, Financial Reporting, Outlook, Event Management

Education
Brigham Young University   1982 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Matt Vinton Matt Vinton Broomfield, Colorado Details
Matt Vinton's Fidelity Investments Experience September 2013 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
Fidelity Investments   April 2012 - September 2013

Education
Brigham Young University   2005 — 2012
BS, Economics

Malena Carr Malena Carr Provo, Utah Details
Malena Carr's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry
Experience
Fidelity Investments   June 2015 - Present
Sports Imaging Photography   August 2013 - Present

Education
Brigham Young University   2012 — 2014
Bachelor's Degree

Nathan B Nathan B Washington D.C. Metro Area Details
Nathan B's Fidelity Investments Experience July 1999 - January 2002
Job Supervisory Special Agent at FBI
Industry Law Enforcement
Experience
FBI  2008 - Present
United States Marine Corps  2002 - 2006
Fidelity Investments   July 1999 - January 2002

Skills
Cybercrime, Cyber Defense, Cyber-security, Counterintelligence, Investigation, Top Secret, Military Logistics, GSEC, GCIA, GCIH

Education
Brigham Young University
Bachelor of Business Administration (B.B.A.), Finance

University of Phoenix
Master of Business Administration (M.B.A.)

Scott Chesney Scott Chesney Grapevine, Texas Details
Scott Chesney's Fidelity Investments Experience September 2015 - Present
Job Case Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   April 2013 - September 2015
First Choice Financial  February 2007 - September 2008

Skills
Customer Service, Investments, Project Management, Leadership, Business Analysis, Financial Analysis, Recruiting, Risk Management, Strategic Planning, Microsoft Office, Microsoft Excel

Education
University of Phoenix
Bachelor of Business Administration (BBA), Finance

Brigham Young University

The University of Dallas   2015 — 2017
MBA

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