Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Remzedin Makic Remzedin Makic's Fidelity Investments Experience May 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Teamwork, Public Speaking, Team Leadership, Project Management, Leadership, Access, Financial Analysis, Market Research, Time Management
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor's Degree, Business Management - Finance
Fidelity Investments May 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Teamwork, Public Speaking, Team Leadership, Project Management, Leadership, Access, Financial Analysis, Market Research, Time Management
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor's Degree, Business Management - Finance
Kristi Shields Kristi Shields's Fidelity Investments Experience November 2013 - December 2014
Job Social Media Ambassador & Sales Director at Mommi
Industry Events Services
Experience
Mommi May 2015 - Present
Mommi September 2014 - Present
Fidelity Investments November 2013 - December 2014
Hair & Spa Boutique January 2010 - November 2013
Sofie Sofie Salon & Spa February 2008 - December 2009
Prestige Financial Services August 2007 - January 2008
Firstline Security January 2007 - August 2007
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Marketing, Adobe Creative Suite, Spanish, Team Building, Photoshop, Hair Cutting, Styling, Stylists, Event Planning, Event Management, Event Producing, Corporate Events, Catering, Calendar Planning, Large Scale Events, Sales, Sales Management, Time Management
Education
Elite Progressive School of Cosmetology 2004 — 2005
Cosmetology, Hair, Skin & Nails
Brigham Young University - Hawaii 2002 — 2003
General Studies
Mommi May 2015 - Present
Mommi September 2014 - Present
Fidelity Investments November 2013 - December 2014
Hair & Spa Boutique January 2010 - November 2013
Sofie Sofie Salon & Spa February 2008 - December 2009
Prestige Financial Services August 2007 - January 2008
Firstline Security January 2007 - August 2007
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Marketing, Adobe Creative Suite, Spanish, Team Building, Photoshop, Hair Cutting, Styling, Stylists, Event Planning, Event Management, Event Producing, Corporate Events, Catering, Calendar Planning, Large Scale Events, Sales, Sales Management, Time Management
Education
Elite Progressive School of Cosmetology 2004 — 2005
Cosmetology, Hair, Skin & Nails
Brigham Young University - Hawaii 2002 — 2003
General Studies
Sean Patrick Joyal Sean Patrick Joyal's Fidelity Investments Experience May 2008 - May 2010
Job Marketing, Advertising, Print Production
Industry Marketing and Advertising
Experience
Target August 2013 - Present
St. Joseph Communications, Content Group May 2010 - July 2013
Fidelity Investments May 2008 - May 2010
Loblaw Companies Limited April 2006 - May 2008
Transcontinental Printing September 1999 - April 2006
Skills
Leadership, Management, Marketing, Strategic Planning, Public Speaking, Retail, Project Management, Team Leadership, Direct Mail, Adobe Creative Suite, Digital Marketing, Marketing Communications, Customer Service, Marketing Strategy, Pre-press, Account Management, Operations Management, Microsoft Office, Mac, Creative Strategy
Education
British Columbia Institute of Technology
Vancouver Community College
Target August 2013 - Present
St. Joseph Communications, Content Group May 2010 - July 2013
Fidelity Investments May 2008 - May 2010
Loblaw Companies Limited April 2006 - May 2008
Transcontinental Printing September 1999 - April 2006
Skills
Leadership, Management, Marketing, Strategic Planning, Public Speaking, Retail, Project Management, Team Leadership, Direct Mail, Adobe Creative Suite, Digital Marketing, Marketing Communications, Customer Service, Marketing Strategy, Pre-press, Account Management, Operations Management, Microsoft Office, Mac, Creative Strategy
Education
British Columbia Institute of Technology
Vancouver Community College
Spencer Richards Spencer Richards's Fidelity Investments Experience February 2015 - Present
Job Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments April 2014 - February 2015
Fidelity Investments October 2012 - April 2014
Fidelity Investments February 2012 - October 2012
Fidelity Investments August 2011 - February 2012
Premier Mentoring January 2011 - August 2011
Paramount Acceptance January 2010 - January 2011
LDS Church May 2009 - December 2009
Missionary Training Center May 2005 - January 2009
The Church of Jesus Christ of Latter-day Saints October 2003 - October 2005
Skills
Spanish, Leadership, Management, PowerPoint, Public Speaking, Customer Service, Microsoft Excel, Microsoft Office, Sales, Team Building, Strategic Planning, Marketing, Team Leadership, Teaching, Leadership Development, Coaching, Analysis, Financial Analysis
Education
Colorado State University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2006 — 2010
Communications, Business Administration and Management, General
Brigham Young University
Fidelity Investments February 2015 - Present
Fidelity Investments April 2014 - February 2015
Fidelity Investments October 2012 - April 2014
Fidelity Investments February 2012 - October 2012
Fidelity Investments August 2011 - February 2012
Premier Mentoring January 2011 - August 2011
Paramount Acceptance January 2010 - January 2011
LDS Church May 2009 - December 2009
Missionary Training Center May 2005 - January 2009
The Church of Jesus Christ of Latter-day Saints October 2003 - October 2005
Skills
Spanish, Leadership, Management, PowerPoint, Public Speaking, Customer Service, Microsoft Excel, Microsoft Office, Sales, Team Building, Strategic Planning, Marketing, Team Leadership, Teaching, Leadership Development, Coaching, Analysis, Financial Analysis
Education
Colorado State University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2006 — 2010
Communications, Business Administration and Management, General
Brigham Young University
Jim Groethe Jim Groethe's Fidelity Investments Experience October 1997 - May 2006
Job Secondary Education Teacher at Jordan School District
Industry Primary/Secondary Education
Experience
Jordan School District June 2010 - Present
Keystone Real Estate Group May 2006 - May 2010
Fidelity Investments October 1997 - May 2006
Skills
Classroom Management, Lesson Planning, Social Studies, Teaching, Secondary Education, Classroom, Curriculum Development, Instructional Technology, Educational Technology, PowerPoint, Psychology, History, Leadership Development, Leadership, Educational Leadership, Curriculum Design, Microsoft Office, Instructional Design, K-12, Teacher Training, Behavior Management, Fundraising, Coaching, Professional Learning..., Microsoft Word, Training, Differentiated..., Educational Assessment
Education
Weber State University 2008 — 2011
Bachelor of Arts (B.A.), Social Studies Composite Teaching
Ricks College 1994 — 1997
Associate's degree
Jordan School District June 2010 - Present
Keystone Real Estate Group May 2006 - May 2010
Fidelity Investments October 1997 - May 2006
Skills
Classroom Management, Lesson Planning, Social Studies, Teaching, Secondary Education, Classroom, Curriculum Development, Instructional Technology, Educational Technology, PowerPoint, Psychology, History, Leadership Development, Leadership, Educational Leadership, Curriculum Design, Microsoft Office, Instructional Design, K-12, Teacher Training, Behavior Management, Fundraising, Coaching, Professional Learning..., Microsoft Word, Training, Differentiated..., Educational Assessment
Education
Weber State University 2008 — 2011
Bachelor of Arts (B.A.), Social Studies Composite Teaching
Ricks College 1994 — 1997
Associate's degree
Camron Saffell's Fidelity Investments Experience March 2015 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments January 2014 - March 2015
Fidelity Investments October 2012 - January 2014
Fidelity Investments August 2012 - September 2012
Fidelity Investments March 2011 - July 2012
Franchise Foundry May 2010 - March 2011
United States Government January 2010 - May 2010
AMP June 2007 - September 2009
Real Salt Lake May 2008 - August 2008
Skills
Sales, Customer Service, Selling, Finance, Salesforce.com, Microsoft Office, Investments, Due Diligence, Series 7 and 63 licensed, Spanish, Franchising, Portuguese, Leadership, Strategic Planning, Sales Management
Education
Utah Valley University 2008 — 2011
BA, Political Science/International Relations
BYU-Idaho 2004 — 2008
Associate of Science (AS), General Studies
Fidelity Investments March 2015 - Present
Fidelity Investments January 2014 - March 2015
Fidelity Investments October 2012 - January 2014
Fidelity Investments August 2012 - September 2012
Fidelity Investments March 2011 - July 2012
Franchise Foundry May 2010 - March 2011
United States Government January 2010 - May 2010
AMP June 2007 - September 2009
Real Salt Lake May 2008 - August 2008
Skills
Sales, Customer Service, Selling, Finance, Salesforce.com, Microsoft Office, Investments, Due Diligence, Series 7 and 63 licensed, Spanish, Franchising, Portuguese, Leadership, Strategic Planning, Sales Management
Education
Utah Valley University 2008 — 2011
BA, Political Science/International Relations
BYU-Idaho 2004 — 2008
Associate of Science (AS), General Studies
Jaren Rogers Jaren Rogers's Fidelity Investments Experience January 2013 - August 2013
Job Finance
Industry Financial Services
Experience
Beneficial Financial Group September 2014 - December 2014
Roland Equity Partners September 2014 - December 2014
Valley Behavioral Health May 2014 - August 2014
Technology and Venture Commercialization Office November 2013 - March 2014
Fidelity Investments January 2013 - August 2013
BD Medical November 2012 - January 2013
RenewableTech Ventures January 2012 - April 2012
Melaleuca: The Wellness Company January 2011 - April 2011
Capital Connect January 2010 - April 2010
Big 5 Sporting Goods April 2008 - December 2008
Skills
Excel, Word, PowerPoint, Inventory Management, Forecasting, Retail, Economics, Supply Chain, Research, Corporate Finance, Financial Economics, Entrepreneurship, JD Edwards, Advertising Sales, Training & Development, SEO, Microsoft Word, Microsoft Excel, Financial Analysis, Social Media, Finance, Investments, Mutual Funds, IRAs, Brokerage Accounts, Stock Trading, Management, Analysis, Microsoft Office, Sales, Account Management, Time Management, Customer Service, Market Research
Education
University of Utah - David Eccles School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Brigham Young University - Idaho 2008 — 2012
Bachelor's Degree, Business, Finance, Entrepreneurship, Economics, 3.6
Beneficial Financial Group September 2014 - December 2014
Roland Equity Partners September 2014 - December 2014
Valley Behavioral Health May 2014 - August 2014
Technology and Venture Commercialization Office November 2013 - March 2014
Fidelity Investments January 2013 - August 2013
BD Medical November 2012 - January 2013
RenewableTech Ventures January 2012 - April 2012
Melaleuca: The Wellness Company January 2011 - April 2011
Capital Connect January 2010 - April 2010
Big 5 Sporting Goods April 2008 - December 2008
Skills
Excel, Word, PowerPoint, Inventory Management, Forecasting, Retail, Economics, Supply Chain, Research, Corporate Finance, Financial Economics, Entrepreneurship, JD Edwards, Advertising Sales, Training & Development, SEO, Microsoft Word, Microsoft Excel, Financial Analysis, Social Media, Finance, Investments, Mutual Funds, IRAs, Brokerage Accounts, Stock Trading, Management, Analysis, Microsoft Office, Sales, Account Management, Time Management, Customer Service, Market Research
Education
University of Utah - David Eccles School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Brigham Young University - Idaho 2008 — 2012
Bachelor's Degree, Business, Finance, Entrepreneurship, Economics, 3.6
Kat Kramer Kat Kramer's Fidelity Investments Experience January 2011 - December 2013
Job Quality Assurance Analyst
Industry Financial Services
Experience
Clearlink July 2014 - Present
Fidelity Investments January 2011 - December 2013
1800 contacts June 2008 - November 2010
BFG Communications September 2006 - February 2008
Skills
Customer Service, English, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Research, Teaching, Windows, Data Analysis, Access, Analysis, Financial Analysis, Accounting, Social Media, Leadership, Public Speaking, Sales, Marketing
Education
Brigham Young University - Idaho 2002 — 2003
Green River Community College 2000 — 2002
Clearlink July 2014 - Present
Fidelity Investments January 2011 - December 2013
1800 contacts June 2008 - November 2010
BFG Communications September 2006 - February 2008
Skills
Customer Service, English, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Research, Teaching, Windows, Data Analysis, Access, Analysis, Financial Analysis, Accounting, Social Media, Leadership, Public Speaking, Sales, Marketing
Education
Brigham Young University - Idaho 2002 — 2003
Green River Community College 2000 — 2002
JJ Johnson JJ Johnson's Fidelity Investments Experience 1992 - 1994
Job V.P., Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2003 - Present
Fidelity Private Wealth Management Group 1999 - 2003
Fidelity Brokerage Services 1994 - 1999
Fidelity Investments 1992 - 1994
Education
California State University-Fullerton
Brigham Young University - Hawaii
BS, Business Administration
Westminster College
MBA
Charles Schwab 2003 - Present
Fidelity Private Wealth Management Group 1999 - 2003
Fidelity Brokerage Services 1994 - 1999
Fidelity Investments 1992 - 1994
Education
California State University-Fullerton
Brigham Young University - Hawaii
BS, Business Administration
Westminster College
MBA
Kassidi Henrie Kassidi Henrie's Fidelity Investments Experience September 2012 - May 2014
Job Accountant at DevMountain
Industry Financial Services
Experience
DevMountain September 2013 - Present
Fidelity Investments September 2012 - May 2014
Brigham Young University - Idaho April 2012 - July 2012
WJS & Associates, CPAs January 2012 - April 2012
Brigham Young University - Idaho April 2011 - December 2011
AgriSource, Inc. August 2008 - September 2011
Stevens Pierce & Associates, CPAs January 2010 - April 2011
Skills
Microsoft Excel, Tax Preparation, Accounting, QuickBooks, Cost Accounting, Investing, Mutual Funds, Stock Trading, IRAs, Financial Accounting, Access, Microsoft Word, PowerPoint, Tax Accounting, Microsoft Office, Customer Service, Investments, Financial Statements, Tax
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor of Science, Accounting
Declo High School
DevMountain September 2013 - Present
Fidelity Investments September 2012 - May 2014
Brigham Young University - Idaho April 2012 - July 2012
WJS & Associates, CPAs January 2012 - April 2012
Brigham Young University - Idaho April 2011 - December 2011
AgriSource, Inc. August 2008 - September 2011
Stevens Pierce & Associates, CPAs January 2010 - April 2011
Skills
Microsoft Excel, Tax Preparation, Accounting, QuickBooks, Cost Accounting, Investing, Mutual Funds, Stock Trading, IRAs, Financial Accounting, Access, Microsoft Word, PowerPoint, Tax Accounting, Microsoft Office, Customer Service, Investments, Financial Statements, Tax
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor of Science, Accounting
Declo High School
Abby Oldham's Fidelity Investments Experience August 2013 - Present
Job Information Architect & UX Design Lead at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments August 2013 - Present
Abby Oldham Design December 2009 - Present
Fidelity Investments June 2012 - August 2013
Olympia Sports August 2006 - August 2013
The Cue Ball Group, LLC April 2013 - June 2013
Rhode Island School of Design September 2011 - May 2013
Whole Systems December 2012 - April 2013
Rhode Island School of Design October 2012 - February 2013
Community Newspaper Company October 2010 - January 2013
Skills
InDesign, Graphic Design, Typography, Logo Design, Photography, Digital Photography, User Experience, Illustrator, Adobe Creative Suite, Microsoft Word, Branding & Identity, Photoshop, User Experience Design, Layout, Adobe Acrobat, Information Architecture, PowerPoint, Adobe Fireworks, Flash, Blogging, Illustration, Advertising, Final Cut Pro, Portrait Photography, Web Design, WordPress, Facebook, Social Media, Mac, Information Design, User Experience Testing, Posters, Packaging, Art Direction, Creative Direction, HTML, CSS, Interaction Design, After Effects, User Interface Design, OS X, Corporate Branding, Social Networking, Usability, User-centered Design, Axure, Wireframes, Keynote, Storyboarding, Rapid Prototyping
Education
Rhode Island School of Design 2011 — 2013
Bachelors, Graphic Design with a Concentration in Photography, 3.55
Bristol Community College 2008 — 2010
Associates, Graphic Design, Photography, 3.5
Old Rochester Regional High School 2004 — 2008
High School, Diploma
Fidelity Investments August 2013 - Present
Abby Oldham Design December 2009 - Present
Fidelity Investments June 2012 - August 2013
Olympia Sports August 2006 - August 2013
The Cue Ball Group, LLC April 2013 - June 2013
Rhode Island School of Design September 2011 - May 2013
Whole Systems December 2012 - April 2013
Rhode Island School of Design October 2012 - February 2013
Community Newspaper Company October 2010 - January 2013
Skills
InDesign, Graphic Design, Typography, Logo Design, Photography, Digital Photography, User Experience, Illustrator, Adobe Creative Suite, Microsoft Word, Branding & Identity, Photoshop, User Experience Design, Layout, Adobe Acrobat, Information Architecture, PowerPoint, Adobe Fireworks, Flash, Blogging, Illustration, Advertising, Final Cut Pro, Portrait Photography, Web Design, WordPress, Facebook, Social Media, Mac, Information Design, User Experience Testing, Posters, Packaging, Art Direction, Creative Direction, HTML, CSS, Interaction Design, After Effects, User Interface Design, OS X, Corporate Branding, Social Networking, Usability, User-centered Design, Axure, Wireframes, Keynote, Storyboarding, Rapid Prototyping
Education
Rhode Island School of Design 2011 — 2013
Bachelors, Graphic Design with a Concentration in Photography, 3.55
Bristol Community College 2008 — 2010
Associates, Graphic Design, Photography, 3.5
Old Rochester Regional High School 2004 — 2008
High School, Diploma
Louis Evaga Louis Evaga's Fidelity Investments Experience August 2015 - Present
Job Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Morgan Stanley November 2014 - August 2015
Scottrade October 2005 - October 2014
E*TRADE Financial Corporation 2000 - 2005
Fidelity Investments September 1999 - June 2000
Skills
Team Building, Microsoft Office, Management, Negotiation, Customer Service, Sales, Microsoft Excel, Financial Analysis, Microsoft Word, Public Speaking, Finance, Equities, Leadership, Financial Services, Team Leadership, Analysis, Series 7, Mutual Funds, Series 63, Investments, Securities
Education
University of Utah - David Eccles School of Business 1997 — 1999
Bachelor of Science (B.S.), Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, General Studies
Fidelity Investments August 2015 - Present
Morgan Stanley November 2014 - August 2015
Scottrade October 2005 - October 2014
E*TRADE Financial Corporation 2000 - 2005
Fidelity Investments September 1999 - June 2000
Skills
Team Building, Microsoft Office, Management, Negotiation, Customer Service, Sales, Microsoft Excel, Financial Analysis, Microsoft Word, Public Speaking, Finance, Equities, Leadership, Financial Services, Team Leadership, Analysis, Series 7, Mutual Funds, Series 63, Investments, Securities
Education
University of Utah - David Eccles School of Business 1997 — 1999
Bachelor of Science (B.S.), Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, General Studies
David A. Cornell Jr.'s Fidelity Investments Experience June 2014 - March 2015
Job B.A. Political Science
Industry Financial Services
Experience
United Capital Financial Advisers, LLC March 2015 - Present
Fidelity Investments June 2014 - March 2015
U.S. House of Representatives January 2014 - April 2014
Raising Cane's April 2013 - December 2013
McDonald's January 2012 - April 2013
Domino's Pizza January 2009 - October 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Teamwork, Time Management, Inventory Management, Social Networking, Customer Satisfaction, Team Leadership, Team Management, Adaptable to Changes, Retail, Microsoft Word, Inventory Control, Critical Thinking
Education
University of North Texas 2011 — 2014
Bachelor of Arts (B.A.), Political Science
Bristol Community College 2009 — 2011
Associate of Arts (A.A.), General Studies
United Capital Financial Advisers, LLC March 2015 - Present
Fidelity Investments June 2014 - March 2015
U.S. House of Representatives January 2014 - April 2014
Raising Cane's April 2013 - December 2013
McDonald's January 2012 - April 2013
Domino's Pizza January 2009 - October 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Teamwork, Time Management, Inventory Management, Social Networking, Customer Satisfaction, Team Leadership, Team Management, Adaptable to Changes, Retail, Microsoft Word, Inventory Control, Critical Thinking
Education
University of North Texas 2011 — 2014
Bachelor of Arts (B.A.), Political Science
Bristol Community College 2009 — 2011
Associate of Arts (A.A.), General Studies
Tanner Stauss Tanner Stauss's Fidelity Investments Experience October 2014 - Present
Job Portfolio Advisory Services Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments June 2014 - October 2014
SurgeFront August 2013 - June 2014
Crio Inc. May 2012 - May 2013
American Crafts August 2011 - April 2012
Crio Inc. February 2011 - July 2011
Progrexion November 2010 - February 2011
Computer and Electronic Services January 2010 - April 2010
EnviroLight August 2008 - December 2008
JJ's Cleaners: Dry Cleaning and Shirt Laundry October 2006 - December 2006
Skills
Accounting, Financial Reporting, Data Entry, Tax Preparation, US GAAP, Process Improvement, Interpersonal, Managerial Accounting, Planning, Budgeting, General Ledger, Analysis, Entrepreneurship, Microsoft Office, Forecasting, Budgets, Financial Statements, Cost Accounting, Auditing, Spreadsheets, QuickBooks, Business Management, Human Resources, Access, Financial Accounting, Internal Audit, Tax, Financial Analysis, Training, GAAP, Time Management, Inventory Management, Leadership, Internal Controls, Customer Service, Microsoft Excel, Managerial Finance, Sales, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Finance, Teaching, Management
Education
Villanova University 2015 — 2017
M.S., Human Resource Development
Brigham Young University - Idaho 2007 — 2011
B.S., Business Management - Finance Emphasis, 3.789
Brigham Young University - Idaho 2007 — 2011
B.S., Accounting, 3.789
Fidelity Investments October 2014 - Present
Fidelity Investments June 2014 - October 2014
SurgeFront August 2013 - June 2014
Crio Inc. May 2012 - May 2013
American Crafts August 2011 - April 2012
Crio Inc. February 2011 - July 2011
Progrexion November 2010 - February 2011
Computer and Electronic Services January 2010 - April 2010
EnviroLight August 2008 - December 2008
JJ's Cleaners: Dry Cleaning and Shirt Laundry October 2006 - December 2006
Skills
Accounting, Financial Reporting, Data Entry, Tax Preparation, US GAAP, Process Improvement, Interpersonal, Managerial Accounting, Planning, Budgeting, General Ledger, Analysis, Entrepreneurship, Microsoft Office, Forecasting, Budgets, Financial Statements, Cost Accounting, Auditing, Spreadsheets, QuickBooks, Business Management, Human Resources, Access, Financial Accounting, Internal Audit, Tax, Financial Analysis, Training, GAAP, Time Management, Inventory Management, Leadership, Internal Controls, Customer Service, Microsoft Excel, Managerial Finance, Sales, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Finance, Teaching, Management
Education
Villanova University 2015 — 2017
M.S., Human Resource Development
Brigham Young University - Idaho 2007 — 2011
B.S., Business Management - Finance Emphasis, 3.789
Brigham Young University - Idaho 2007 — 2011
B.S., Accounting, 3.789
Jason Goold Jason Goold's Fidelity Investments Experience 2014 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments July 2013 - April 2014
StorageBay Rexburg April 2011 - April 2013
Opinionology April 2011 - December 2012
Skills
Bloomberg Terminal, Harvard Excel Certified, Stock Management, Data Analysis, Futures Studies, Options Strategies, FX Options, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, English, Public Speaking, Social Media, Windows, Outlook, Time Management
Education
Brigham Young University - Idaho 2008 — 2013
Bachelor of Science (BS), Financial Economics
Fidelity Investments 2014 - Present
Fidelity Investments July 2013 - April 2014
StorageBay Rexburg April 2011 - April 2013
Opinionology April 2011 - December 2012
Skills
Bloomberg Terminal, Harvard Excel Certified, Stock Management, Data Analysis, Futures Studies, Options Strategies, FX Options, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, English, Public Speaking, Social Media, Windows, Outlook, Time Management
Education
Brigham Young University - Idaho 2008 — 2013
Bachelor of Science (BS), Financial Economics
Scott Boivie's Fidelity Investments Experience May 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2014 - Present
Dairy Queen December 2010 - April 2014
BANDER Investments January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Critical Thinking, Microsoft Word, Teamwork, Economics, Customer Service, Time Management, Microsoft Office, Leadership, Team Leadership, Management, Work Ethic, Public Speaking
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor of Science, Economics
Fidelity Investments May 2014 - Present
Dairy Queen December 2010 - April 2014
BANDER Investments January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Critical Thinking, Microsoft Word, Teamwork, Economics, Customer Service, Time Management, Microsoft Office, Leadership, Team Leadership, Management, Work Ethic, Public Speaking
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor of Science, Economics
Spencer Orien Spencer Orien's Fidelity Investments Experience May 2005 - January 2008
Job Co Founder at Green Star Wireless
Industry Retail
Experience
Green Star Wireless October 2014 - Present
Forgot My Charger September 2013 - Present
Cell Again July 2012 - September 2013
Cell Again December 2008 - January 2012
Fidelity Investments May 2005 - January 2008
Skills
Franchising, Strategy, Small Business, Training, Entrepreneurship, Management, Start-ups, Sales Operations, Franchise Sales, Retirement Planning, Personal Financial..., P&L Management, Business Strategy, Marketing, Sales Management, Strategic Planning
Education
Brigham Young University 2000 — 2005
Bachelor's degree, Finance, Marriott School of Management
Green Star Wireless October 2014 - Present
Forgot My Charger September 2013 - Present
Cell Again July 2012 - September 2013
Cell Again December 2008 - January 2012
Fidelity Investments May 2005 - January 2008
Skills
Franchising, Strategy, Small Business, Training, Entrepreneurship, Management, Start-ups, Sales Operations, Franchise Sales, Retirement Planning, Personal Financial..., P&L Management, Business Strategy, Marketing, Sales Management, Strategic Planning
Education
Brigham Young University 2000 — 2005
Bachelor's degree, Finance, Marriott School of Management
Kurt Meng, MBA Kurt Meng, MBA's Fidelity Investments Experience March 2007 - February 2008
Job Financial Analyst II at 1800 CONTACTS
Industry Outsourcing/Offshoring
Experience
1-800 CONTACTS September 2014 - Present
One on One Marketing April 2014 - August 2014
One on One Marketing October 2013 - April 2014
Convergys February 2013 - October 2013
Convergys June 2011 - February 2013
Convergys August 2010 - June 2011
Convergys February 2008 - August 2010
Fidelity Investments March 2007 - February 2008
Wasatch Venture Fund August 2006 - December 2006
Skills
Strategy, Process Improvement, Sales, CRM, Finance, Team Leadership, Sales Operations, Customer Satisfaction, Management, Business Development, Operations Management, Business Planning, Enterprise Software, Training, Program Management, Call Centers, Leadership
Education
Westminster College 2008 — 2010
Master of Business Administration (M.B.A.), in
Brigham Young University - Idaho 2000 — 2006
Bachelor of Science (BS), Business Mangement/Finance
1-800 CONTACTS September 2014 - Present
One on One Marketing April 2014 - August 2014
One on One Marketing October 2013 - April 2014
Convergys February 2013 - October 2013
Convergys June 2011 - February 2013
Convergys August 2010 - June 2011
Convergys February 2008 - August 2010
Fidelity Investments March 2007 - February 2008
Wasatch Venture Fund August 2006 - December 2006
Skills
Strategy, Process Improvement, Sales, CRM, Finance, Team Leadership, Sales Operations, Customer Satisfaction, Management, Business Development, Operations Management, Business Planning, Enterprise Software, Training, Program Management, Call Centers, Leadership
Education
Westminster College 2008 — 2010
Master of Business Administration (M.B.A.), in
Brigham Young University - Idaho 2000 — 2006
Bachelor of Science (BS), Business Mangement/Finance
Forrest Webster Forrest Webster's Fidelity Investments Experience May 1998 - April 1999
Job Consultant, Software Quality Assurance at Software Technology Group
Industry Computer Software
Experience
Software Technology Group February 2015 - Present
Ipswitch, Inc. - WhatsUp Gold April 2013 - December 2014
Caradigm a Microsoft GE Healtcare Joint Venture June 2012 - March 2013
GE Healthcare October 2011 - June 2012
Overstock.com March 2011 - October 2011
Motorola Solutions February 2007 - March 2011
University of Utah Hospitals and Clinics May 1999 - February 2007
Fidelity Investments May 1998 - April 1999
University of Utah July 1994 - May 1998
University of Utah August 1994 - December 1994
Skills
Testing, Agile Methodologies, Quality Assurance, Test Planning, Software Quality..., Software Documentation, SQL, Test Cases, Software Development, Visual Studio, TFS, Test Automation, XML, SDLC, Microsoft SQL Server, Regression Testing, Agile Project Management, Quality Center, Mandarin, Windows, Software Project..., Chinese, Cantonese, Software Design, Process Improvement, Proficient Cantonese..., Mandarin Language..., Test Design, QTP, Microsoft Office, JIRA, Manual Testing, Windows 7, Chinese culture, Software Quality..., Collaborative Problem..., Computer Network..., Software Requirements, Public Safety Systems, Performance Dashboards, Black Box Testing, Functional Verification, GUI Testing, Software Verification, Database-driven Web..., Windows Server, Internet Explorer, Google Chrome, IBR/UCR/NIBRS, Visual StudioTest...
Education
University of Utah 1994 — 1998
Bachelor of Science School of Behavioral Science, Psychology, Minor Asian Studies, 3.47
Brigham Young University - Idaho
Psychology
Software Technology Group February 2015 - Present
Ipswitch, Inc. - WhatsUp Gold April 2013 - December 2014
Caradigm a Microsoft GE Healtcare Joint Venture June 2012 - March 2013
GE Healthcare October 2011 - June 2012
Overstock.com March 2011 - October 2011
Motorola Solutions February 2007 - March 2011
University of Utah Hospitals and Clinics May 1999 - February 2007
Fidelity Investments May 1998 - April 1999
University of Utah July 1994 - May 1998
University of Utah August 1994 - December 1994
Skills
Testing, Agile Methodologies, Quality Assurance, Test Planning, Software Quality..., Software Documentation, SQL, Test Cases, Software Development, Visual Studio, TFS, Test Automation, XML, SDLC, Microsoft SQL Server, Regression Testing, Agile Project Management, Quality Center, Mandarin, Windows, Software Project..., Chinese, Cantonese, Software Design, Process Improvement, Proficient Cantonese..., Mandarin Language..., Test Design, QTP, Microsoft Office, JIRA, Manual Testing, Windows 7, Chinese culture, Software Quality..., Collaborative Problem..., Computer Network..., Software Requirements, Public Safety Systems, Performance Dashboards, Black Box Testing, Functional Verification, GUI Testing, Software Verification, Database-driven Web..., Windows Server, Internet Explorer, Google Chrome, IBR/UCR/NIBRS, Visual StudioTest...
Education
University of Utah 1994 — 1998
Bachelor of Science School of Behavioral Science, Psychology, Minor Asian Studies, 3.47
Brigham Young University - Idaho
Psychology
Clifford Molt Clifford Molt's Fidelity Investments Experience September 2006 - June 2008
Job Computer Software Professional
Industry Computer Software
Experience
None at present July 2008 - Present
Fidelity Investments September 2006 - June 2008
CVS Caremark Corporation November 1994 - December 2003
Skills
SQL, SDLC, COBOL, Databases, Software Development, Oracle, Troubleshooting, Business Analysis, Visio, Requirements Analysis, Software Documentation, Easytrieve, IBM Mainframe, Netview, CA-7, IDMS, OS/MVS JCL, Endeavor, SYNCSORT, IDCAMS, VSAM, TSO, ISPF, Fileaid, FTP, NDM, Microsoft Office, Microsoft Excel, Microsoft Word, Access, COBOLII, Unix Shell Scripting, PL/SQL, Mainframe, DB2, Testing, Requirements Gathering, Disaster Recovery
Education
Bristol Community College 2009 — 2010
Completed individual classes in JAVA, Oracle, Object Oriented Programming, and C++
The Ohio State University 1966 — 1971
Bachelor of Science (BS), Computer and Information Sciences and Support Services
None at present July 2008 - Present
Fidelity Investments September 2006 - June 2008
CVS Caremark Corporation November 1994 - December 2003
Skills
SQL, SDLC, COBOL, Databases, Software Development, Oracle, Troubleshooting, Business Analysis, Visio, Requirements Analysis, Software Documentation, Easytrieve, IBM Mainframe, Netview, CA-7, IDMS, OS/MVS JCL, Endeavor, SYNCSORT, IDCAMS, VSAM, TSO, ISPF, Fileaid, FTP, NDM, Microsoft Office, Microsoft Excel, Microsoft Word, Access, COBOLII, Unix Shell Scripting, PL/SQL, Mainframe, DB2, Testing, Requirements Gathering, Disaster Recovery
Education
Bristol Community College 2009 — 2010
Completed individual classes in JAVA, Oracle, Object Oriented Programming, and C++
The Ohio State University 1966 — 1971
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Doug Ireland Doug Ireland's Fidelity Investments Experience December 2006 - March 2008
Job Senior Advisor at CVS Health
Industry Computer Software
Experience
CVS Health May 2015 - Present
CVS Health June 2014 - May 2015
CVS Caremark March 2008 - June 2014
Fidelity Investments December 2006 - March 2008
AMX International, Inc. 2004 - 2006
Skills
JUnit, JSP, Spring, Servlets, EJB, Ant, AJAX, Java, JSTL, JavaScript, SQL, CSS, HTML, RichFaces, Facelets, Hibernate, J2EE, JDBC, Eclipse, Subversion, CVS, JPA, PL/SQL, MVC, JMS, Toplink, JSF, Java Enterprise Edition, XML, Software Design, Software Development, Sun Certified Java...
Education
Brigham Young University - Idaho 1998 — 2004
BS, Computer and Information Sciences, General
CVS Health May 2015 - Present
CVS Health June 2014 - May 2015
CVS Caremark March 2008 - June 2014
Fidelity Investments December 2006 - March 2008
AMX International, Inc. 2004 - 2006
Skills
JUnit, JSP, Spring, Servlets, EJB, Ant, AJAX, Java, JSTL, JavaScript, SQL, CSS, HTML, RichFaces, Facelets, Hibernate, J2EE, JDBC, Eclipse, Subversion, CVS, JPA, PL/SQL, MVC, JMS, Toplink, JSF, Java Enterprise Edition, XML, Software Design, Software Development, Sun Certified Java...
Education
Brigham Young University - Idaho 1998 — 2004
BS, Computer and Information Sciences, General
Shawn Hart Shawn Hart's Fidelity Investments Experience February 2015 - Present
Job SQA Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments February 2015 - Present
OrangeSoda November 2011 - February 2015
OrangeSoda June 2009 - November 2011
OrangeSoda April 2009 - June 2009
Heritage Schools Inc. July 2007 - April 2009
Skills
SEO, Web Analytics, Keyword Research, Organic Search, Landing Page..., User Experience, Link Building, Social Media, Google Webmaster Tools, Software Quality..., SQA, Software Testing, Automated Software..., Microsoft SQL Server, Testing, Quality Assurance, Agile Methodologies, PPC, Leadership, Management, Scrum, Microsoft Office
Education
Brigham Young University 2005 — 2007
BA, Sociology
Utah Valley State College 2004 — 2005
Associate's degree, General Studies
Fidelity Investments February 2015 - Present
OrangeSoda November 2011 - February 2015
OrangeSoda June 2009 - November 2011
OrangeSoda April 2009 - June 2009
Heritage Schools Inc. July 2007 - April 2009
Skills
SEO, Web Analytics, Keyword Research, Organic Search, Landing Page..., User Experience, Link Building, Social Media, Google Webmaster Tools, Software Quality..., SQA, Software Testing, Automated Software..., Microsoft SQL Server, Testing, Quality Assurance, Agile Methodologies, PPC, Leadership, Management, Scrum, Microsoft Office
Education
Brigham Young University 2005 — 2007
BA, Sociology
Utah Valley State College 2004 — 2005
Associate's degree, General Studies
T.K. Plant T.K. Plant's Fidelity Investments Experience 1999 - 2002
Job Realtor
Industry Real Estate
Experience
Osmond Real Estate March 2003 - Present
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Skills
Investments, Real Estate, Real Estate Transactions, Contract Negotiation, Investment Properties, Home, Negotiation, Management, Sales, Selling, Residential Homes, Short Sales, Customer Service, Microsoft Excel, First Time Home Buyers, Budgets, Relocation, Single Family Homes, Buyer Representation, Sellers, SFR, Investors, REO, New Homes, Property, Real Property, Listings, HUD, New Home Sales, Resellers, Income Properties, 1031 Exchanges, Council of Residential..., Relocation Buyers
Education
Brigham Young University 2011 — 2017
In Process, Ancient Near Eastern and Biblical Languages, Literatures, and Linguistics
Brigham Young University
Osmond Real Estate March 2003 - Present
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Skills
Investments, Real Estate, Real Estate Transactions, Contract Negotiation, Investment Properties, Home, Negotiation, Management, Sales, Selling, Residential Homes, Short Sales, Customer Service, Microsoft Excel, First Time Home Buyers, Budgets, Relocation, Single Family Homes, Buyer Representation, Sellers, SFR, Investors, REO, New Homes, Property, Real Property, Listings, HUD, New Home Sales, Resellers, Income Properties, 1031 Exchanges, Council of Residential..., Relocation Buyers
Education
Brigham Young University 2011 — 2017
In Process, Ancient Near Eastern and Biblical Languages, Literatures, and Linguistics
Brigham Young University
Wayne Sackley Wayne Sackley's Fidelity Investments Experience October 2012 - Present
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
AXA Advisors July 2012 - September 2012
The Legend Group November 2011 - July 2012
VALIC January 2000 - November 2011
Aon Consulting December 1995 - December 1999
Godwins Securities September 1990 - December 1995
Education
Brigham Young University 1984 — 1988
Bachelors, Finance
Fidelity Investments October 2012 - Present
AXA Advisors July 2012 - September 2012
The Legend Group November 2011 - July 2012
VALIC January 2000 - November 2011
Aon Consulting December 1995 - December 1999
Godwins Securities September 1990 - December 1995
Education
Brigham Young University 1984 — 1988
Bachelors, Finance
Troy Tuckett, PMP Troy Tuckett, PMP's Fidelity Investments Experience December 2011 - Present
Job Software Engineering Manager
Industry Information Technology and Services
Experience
Fidelity Investments December 2011 - Present
University of Phoenix 2001 - Present
Skills
Software Development, Software Project..., Program Management, Project Management, Process Improvement, Leadership, PMP, Management, Business Analysis, SDLC, Enterprise Architecture, Risk Management, Vendor Management, Team Leadership, Telecommunications, Banking, Agile Methodologies, Visio, Enterprise Software, Project Portfolio..., Business Process, Databases, Software Engineering, Integration, SharePoint, Credit Cards, Information Technology, PMO, Business Process..., Consulting, Credit Analysis, Curriculum Development, Teaching Adults, Strategy, Business Intelligence, IT Management, Requirements Analysis, Social Networking, Software Documentation, IT Strategy, University Teaching, Cross-functional Team..., Analysis, Disaster Recovery, Requirements Gathering, Security, SQL, Authentication, Internet Security, New Business Development
Education
University of Phoenix 1996 — 1998
Masters Of Science
Idaho State University 1991 — 1994
BBA
Brigham Young University - Idaho 1990 — 1992
Associate of Arts and Sciences (A.A.S.)
Brigham Young University - Idaho 1987 — 1990
AAS
Fidelity Investments December 2011 - Present
University of Phoenix 2001 - Present
Skills
Software Development, Software Project..., Program Management, Project Management, Process Improvement, Leadership, PMP, Management, Business Analysis, SDLC, Enterprise Architecture, Risk Management, Vendor Management, Team Leadership, Telecommunications, Banking, Agile Methodologies, Visio, Enterprise Software, Project Portfolio..., Business Process, Databases, Software Engineering, Integration, SharePoint, Credit Cards, Information Technology, PMO, Business Process..., Consulting, Credit Analysis, Curriculum Development, Teaching Adults, Strategy, Business Intelligence, IT Management, Requirements Analysis, Social Networking, Software Documentation, IT Strategy, University Teaching, Cross-functional Team..., Analysis, Disaster Recovery, Requirements Gathering, Security, SQL, Authentication, Internet Security, New Business Development
Education
University of Phoenix 1996 — 1998
Masters Of Science
Idaho State University 1991 — 1994
BBA
Brigham Young University - Idaho 1990 — 1992
Associate of Arts and Sciences (A.A.S.)
Brigham Young University - Idaho 1987 — 1990
AAS
Shane McDougald, CFP®'s Fidelity Investments Experience May 1998 - August 2002
Job Consultant at ABG of Houston
Industry Financial Services
Experience
Alliance Benefit Group of Houston May 2012 - Present
Wells Fargo Adisors, LLC October 2010 - June 2012
Transamerica Retirement Services March 2008 - May 2010
National Financial Partners August 2002 - February 2008
Fidelity Investments May 1998 - August 2002
Skills
Retirement, 401k, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Wealth Management, Pensions, Insurance, Financial Planning, Strategic Financial..., 401(k) Consulting, Sales and Marketing, Series 7, Financial Services, Series 24, Certified Financial..., Series 63, series 65, Term Life Insurance, Long Term Care Insurance
Education
Brigham Young University 1993 — 1998
Bachelor of Arts, International Politics
Alliance Benefit Group of Houston May 2012 - Present
Wells Fargo Adisors, LLC October 2010 - June 2012
Transamerica Retirement Services March 2008 - May 2010
National Financial Partners August 2002 - February 2008
Fidelity Investments May 1998 - August 2002
Skills
Retirement, 401k, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Wealth Management, Pensions, Insurance, Financial Planning, Strategic Financial..., 401(k) Consulting, Sales and Marketing, Series 7, Financial Services, Series 24, Certified Financial..., Series 63, series 65, Term Life Insurance, Long Term Care Insurance
Education
Brigham Young University 1993 — 1998
Bachelor of Arts, International Politics
Evan Hatch's Fidelity Investments Experience June 2014 - Present
Job Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
SpotterRF February 2013 - February 2014
Sundance Capital Group February 2013 - September 2013
Prospect Mortgage, LLC September 2011 - January 2013
Transamerica Financial Advisors' 2009 - 2011
BYU-Idaho 2003 - 2009
International Philanthropy July 2004 - August 2006
Skills
Mortgage Lending, Financial Modeling, Start-ups, Sales, Real Estate, Leadership, Marketing, Credit
Education
Brigham Young University - Idaho 2003 — 2009
BUSINESS MANAGEMENT, FINANCE EMPHASIS
Fidelity Investments June 2014 - Present
SpotterRF February 2013 - February 2014
Sundance Capital Group February 2013 - September 2013
Prospect Mortgage, LLC September 2011 - January 2013
Transamerica Financial Advisors' 2009 - 2011
BYU-Idaho 2003 - 2009
International Philanthropy July 2004 - August 2006
Skills
Mortgage Lending, Financial Modeling, Start-ups, Sales, Real Estate, Leadership, Marketing, Credit
Education
Brigham Young University - Idaho 2003 — 2009
BUSINESS MANAGEMENT, FINANCE EMPHASIS
Dianne Verschuere's Fidelity Investments Experience May 2000 - September 2002
Job Regional VicePresident at Desjardins Financial Security
Industry Financial Services
Experience
Desjardins Financial Security December 2011 - Present
Desjardins Financial Security March 2013 - May 2015
Morneau Shepell August 2007 - November 2011
Sun Life Financial September 2002 - July 2007
Fidelity Investments May 2000 - September 2002
Fidelity Investments January 1998 - May 2000
Greyhound Canada Transportation March 1998 - December 1998
Crown Life Insurance Company June 1991 - March 1998
D.A. Townley & Associates Ltd. March 1987 - June 1991
Skills
CanFitPro Certified..., Relationship Management, Strategic Planning, Change Management, Business Strategy, New Business Development, Consulting, Project Management, Training, Strategy, Sales Management, Management, Profit, Process Engineering, Pensions, Performance Management, Customer Service, Policy Analysis, Customer Satisfaction, Retirement, Networking, Employee Benefits, Employee Relations, Team Leadership, Sales Process..., CRM, Retirement Planning, Insurance, Human Resources, Risk Management, Marketing Strategy, Business Development, Coaching, Financial Services, Business Planning, Leadership, Recruiting, Mutual Funds, Critical Illness, Disability Insurance, Investments
Education
Erickson College 2008 — 2013
Solutions Based Coaching
British Columbia Institute of Technology 1990 — 1993
Business Management
Desjardins Financial Security December 2011 - Present
Desjardins Financial Security March 2013 - May 2015
Morneau Shepell August 2007 - November 2011
Sun Life Financial September 2002 - July 2007
Fidelity Investments May 2000 - September 2002
Fidelity Investments January 1998 - May 2000
Greyhound Canada Transportation March 1998 - December 1998
Crown Life Insurance Company June 1991 - March 1998
D.A. Townley & Associates Ltd. March 1987 - June 1991
Skills
CanFitPro Certified..., Relationship Management, Strategic Planning, Change Management, Business Strategy, New Business Development, Consulting, Project Management, Training, Strategy, Sales Management, Management, Profit, Process Engineering, Pensions, Performance Management, Customer Service, Policy Analysis, Customer Satisfaction, Retirement, Networking, Employee Benefits, Employee Relations, Team Leadership, Sales Process..., CRM, Retirement Planning, Insurance, Human Resources, Risk Management, Marketing Strategy, Business Development, Coaching, Financial Services, Business Planning, Leadership, Recruiting, Mutual Funds, Critical Illness, Disability Insurance, Investments
Education
Erickson College 2008 — 2013
Solutions Based Coaching
British Columbia Institute of Technology 1990 — 1993
Business Management
Verlyn Hawks Verlyn Hawks's Fidelity Investments Experience March 1998 - February 2006
Job Health Information Systems
Industry Information Technology and Services
Experience
Utah Navajo Health Systems Inc. June 2008 - Present
Blue Mountain Hospital February 2009 - November 2009
LDS Church February 2006 - June 2008
Fidelity Investments March 1998 - February 2006
Sunquest Information Systems April 1994 - March 1996
Fidelity Invesments April 1992 - March 1995
Evans & Sutherland June 1987 - April 1992
Unisys January 1986 - June 1987
Utah State University March 1985 - December 1985
Utah State University September 1984 - December 1985
Skills
Databases, Microsoft SQL Server, Servers, Unix, Troubleshooting, Integration, Software Development, Program Management, SDLC, SQL, Linux, System Administration, VMware, EHR, Database Administration, Oracle, SSIS, System Architecture, Programming
Education
University of Phoenix 2007 — 2008
Masters
Utah State University 1984 — 1985
BS
Brigham Young University 1981 — 1982
Snow College 1979 — 1981
AS
Utah Navajo Health Systems Inc. June 2008 - Present
Blue Mountain Hospital February 2009 - November 2009
LDS Church February 2006 - June 2008
Fidelity Investments March 1998 - February 2006
Sunquest Information Systems April 1994 - March 1996
Fidelity Invesments April 1992 - March 1995
Evans & Sutherland June 1987 - April 1992
Unisys January 1986 - June 1987
Utah State University March 1985 - December 1985
Utah State University September 1984 - December 1985
Skills
Databases, Microsoft SQL Server, Servers, Unix, Troubleshooting, Integration, Software Development, Program Management, SDLC, SQL, Linux, System Administration, VMware, EHR, Database Administration, Oracle, SSIS, System Architecture, Programming
Education
University of Phoenix 2007 — 2008
Masters
Utah State University 1984 — 1985
BS
Brigham Young University 1981 — 1982
Snow College 1979 — 1981
AS
Tracy Whiting Weston Tracy Whiting Weston's Fidelity Investments Experience June 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments December 2013 - May 2015
Fidelity Investments December 2012 - December 2013
Fidelity Investments August 2011 - December 2012
Red Bull August 2009 - May 2011
Skills
Leadership, Marketing Strategy, Microsoft Office, Public Speaking, Social Media
Education
Gonzaga University
Master of Arts (M.A.), Organizational Leadership
Brigham Young University
Bachelor of Arts (B.A.), Economics
Fidelity Investments June 2015 - Present
Fidelity Investments December 2013 - May 2015
Fidelity Investments December 2012 - December 2013
Fidelity Investments August 2011 - December 2012
Red Bull August 2009 - May 2011
Skills
Leadership, Marketing Strategy, Microsoft Office, Public Speaking, Social Media
Education
Gonzaga University
Master of Arts (M.A.), Organizational Leadership
Brigham Young University
Bachelor of Arts (B.A.), Economics
Judith de Bry Judith de Bry's Fidelity Investments Experience March 1997 - Present
Job Investments Solutions Consultant FILI
Industry Financial Services
Experience
Fidelity Investments March 1997 - Present
Fidelity Investments February 2011 - March 2012
Fidelity Investments March 2006 - June 2009
Fidelity Investments January 2002 - July 2004
Fidelity Investments December 2000 - January 2002
Fidelity Investments March 1997 - December 2000
Skills
Relationship Management, Mutual Funds, Series 63, Series 7, Wealth Management, Portfolio Management, Equities, 401k, Investments, Financial Services, Investment Advisory, Series 66, Insurance, 403b, Retirement Planning, 403 b
Education
University of Utah 2004 — 2006
Political Science B.S., International Relations and Affairs
Ricks College 1993 — 1995
Associate of Arts and Sciences (A.A.S.), International Business
Mariner
Fidelity Investments March 1997 - Present
Fidelity Investments February 2011 - March 2012
Fidelity Investments March 2006 - June 2009
Fidelity Investments January 2002 - July 2004
Fidelity Investments December 2000 - January 2002
Fidelity Investments March 1997 - December 2000
Skills
Relationship Management, Mutual Funds, Series 63, Series 7, Wealth Management, Portfolio Management, Equities, 401k, Investments, Financial Services, Investment Advisory, Series 66, Insurance, 403b, Retirement Planning, 403 b
Education
University of Utah 2004 — 2006
Political Science B.S., International Relations and Affairs
Ricks College 1993 — 1995
Associate of Arts and Sciences (A.A.S.), International Business
Mariner
Warner Nielsen Warner Nielsen's Fidelity Investments Experience August 2015 - Present
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Bank of American Fork December 2014 - August 2015
Bank of American Fork January 2014 - December 2014
Bank of American Fork April 2013 - January 2014
Skills
Customer Service, Awesomeness, Leadership, Risk Management, Microsoft Excel, Strategic Planning, PowerPoint, Data Analysis
Education
Utah Valley University 2009 — 2013
Bachelor's degree, Finance
Brigham Young University
Fidelity Investments August 2015 - Present
Bank of American Fork December 2014 - August 2015
Bank of American Fork January 2014 - December 2014
Bank of American Fork April 2013 - January 2014
Skills
Customer Service, Awesomeness, Leadership, Risk Management, Microsoft Excel, Strategic Planning, PowerPoint, Data Analysis
Education
Utah Valley University 2009 — 2013
Bachelor's degree, Finance
Brigham Young University
Fatim Rashid Fatim Rashid's Fidelity Investments Experience February 2004 - October 2010
Job Freelance Photographer
Industry Photography
Experience
Self-employed January 2006 - Present
Fidelity Investments February 2004 - October 2010
Education
British Columbia Institute of Technology
Bachelor's degree, Financial Management
Self-employed January 2006 - Present
Fidelity Investments February 2004 - October 2010
Education
British Columbia Institute of Technology
Bachelor's degree, Financial Management
Warren Bittner, CG Warren Bittner, CG's Fidelity Investments Experience 1986 - 1989
Job Board Certified Genealogist Researcher
Industry Research
Experience
Ancestors Lost and Found April 2002 - Present
Family History Department, LDS Church June 2004 - 2009
Utah Genealogical Association 2005 - 2008
Family History Department, LDS Church July 2001 - June 2004
ANCESTORS LOST AND FOUND January 1997 - January 2003
Interstate Brick January 1995 - January 1999
Compeq International June 1991 - May 1995
Fidelity Investments 1986 - 1989
Skills
Genealogy, Research, History, German, Lecturing, Library, Public Speaking, Teaching, Editing, Archival Research, Archives, Family History, Management, Museums, Online Research, Analysis, Books, Training, Local History, Leadership, Program Management, Library Research, Translation, Proofreading, Publishing, Records, Blogging, Historical Research, Social Media, Spanish, Writing, Technical Writing, Social Media Marketing, Strategy, Nonprofits, Social Networking, Historic Preservation
Education
Utah State University 2003 — 2007
Master of Science, History
Stanford University 1989 — 1990
Graduate Work, Chinese Language Studies
Brigham Young University 1977 — 1984
Bachelor of Science, Marketing
West High School 1974 — 1977
High School Diploma, Public Speaking for Forensics
Samford University
Ancestors Lost and Found April 2002 - Present
Family History Department, LDS Church June 2004 - 2009
Utah Genealogical Association 2005 - 2008
Family History Department, LDS Church July 2001 - June 2004
ANCESTORS LOST AND FOUND January 1997 - January 2003
Interstate Brick January 1995 - January 1999
Compeq International June 1991 - May 1995
Fidelity Investments 1986 - 1989
Skills
Genealogy, Research, History, German, Lecturing, Library, Public Speaking, Teaching, Editing, Archival Research, Archives, Family History, Management, Museums, Online Research, Analysis, Books, Training, Local History, Leadership, Program Management, Library Research, Translation, Proofreading, Publishing, Records, Blogging, Historical Research, Social Media, Spanish, Writing, Technical Writing, Social Media Marketing, Strategy, Nonprofits, Social Networking, Historic Preservation
Education
Utah State University 2003 — 2007
Master of Science, History
Stanford University 1989 — 1990
Graduate Work, Chinese Language Studies
Brigham Young University 1977 — 1984
Bachelor of Science, Marketing
West High School 1974 — 1977
High School Diploma, Public Speaking for Forensics
Samford University
Tim Patch Tim Patch's Fidelity Investments Experience December 2014 - Present
Job Financial Representative with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Vanguard April 2011 - January 2015
Art Institute of Pittsburgh July 2010 - January 2012
The Boyer Company July 2003 - October 2007
Charles Schwab September 1999 - July 2003
Skills
New Business Development, Investments, Sales, Retirement Planning, Business Development, 401k, Retirement, Financial Services, Series 7, IRAs, Asset Management, Customer Service, Finance, Mutual Funds, Portfolio Management, Project Management, Uniform Combined State..., Leadership
Education
Brigham Young University 1979 — 1982
Candidate, Finance, Musical Theatre
Fidelity Investments December 2014 - Present
Vanguard April 2011 - January 2015
Art Institute of Pittsburgh July 2010 - January 2012
The Boyer Company July 2003 - October 2007
Charles Schwab September 1999 - July 2003
Skills
New Business Development, Investments, Sales, Retirement Planning, Business Development, 401k, Retirement, Financial Services, Series 7, IRAs, Asset Management, Customer Service, Finance, Mutual Funds, Portfolio Management, Project Management, Uniform Combined State..., Leadership
Education
Brigham Young University 1979 — 1982
Candidate, Finance, Musical Theatre
Andrew Homan Andrew Homan's Fidelity Investments Experience April 2006 - October 2010
Job Director, Digital Banking at Meridian Credit Union
Industry Financial Services
Experience
Meridian Credit Union September 2013 - Present
Manulife Asset Management June 2013 - August 2013
Manulife Asset Management October 2010 - June 2013
Fidelity Investments April 2006 - October 2010
Skills
Marketing Communications, Web Analytics, Digital Strategy, SEO, Google Analytics, Web Content Management, CMS, Omniture, Brand Development, Advertising, Marketing Strategy, Digital Marketing, Email Marketing, Social Media Marketing, Online Marketing, Social Media, Leadership, Management, Branding Research, Online Advertising, Mobile Web Design, Campaign Launch, Marketing Automation, Video, Webcasting, RSS, Podcasting, Video Podcasts, Project Management, Fatwire, Vignette, Ektron, Silverpop, Genius, Salesforce.com, XHTML, CSS, XML, Microsoft Office, Visio, Adobe Creative Suite, Marketing
Education
British Columbia Institute of Technology 2007 — 2013
Certificate, Web Technologies
University of Toronto 2006 — 2006
Certificate, Information Architecture
University of Western Sydney 1999 — 2002
Bachelor of Communications, Advertising
High School
High School
High School
Meridian Credit Union September 2013 - Present
Manulife Asset Management June 2013 - August 2013
Manulife Asset Management October 2010 - June 2013
Fidelity Investments April 2006 - October 2010
Skills
Marketing Communications, Web Analytics, Digital Strategy, SEO, Google Analytics, Web Content Management, CMS, Omniture, Brand Development, Advertising, Marketing Strategy, Digital Marketing, Email Marketing, Social Media Marketing, Online Marketing, Social Media, Leadership, Management, Branding Research, Online Advertising, Mobile Web Design, Campaign Launch, Marketing Automation, Video, Webcasting, RSS, Podcasting, Video Podcasts, Project Management, Fatwire, Vignette, Ektron, Silverpop, Genius, Salesforce.com, XHTML, CSS, XML, Microsoft Office, Visio, Adobe Creative Suite, Marketing
Education
British Columbia Institute of Technology 2007 — 2013
Certificate, Web Technologies
University of Toronto 2006 — 2006
Certificate, Information Architecture
University of Western Sydney 1999 — 2002
Bachelor of Communications, Advertising
High School
High School
High School
Dean Coats Dean Coats's Fidelity Investments Experience July 2008 - August 2014
Job Project Manager at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems February 2015 - Present
Fidelity Investments July 2008 - August 2014
Fidelity Investments June 2001 - June 2008
Fidelity Investments September 1999 - May 2001
Fidelity Investments April 1996 - August 1999
Fidelity Investments November 1993 - March 1996
Fidelity Investments June 1990 - October 1993
Skills
Project Management, Program Management, Team Leadership, Software Project..., Coaching, Mentoring, Creative Problem Solving, Timely Decision Making, Organization, Facilitation, Negotiation, Communication, Resource Management, Time Management, Program/Project..., Business Process Design, Leadership, Process Improvement, Business Process..., Business Process..., Requirements Gathering, Written & Oral..., Analytical Skills, Superior Work Ethic, Customer Focused Design, Risk Management, Management, Team Building, Microsoft Office, Analysis, Customer Service
Education
University of Utah - David Eccles School of Business
Master of Business Administration (M.B.A.)
Brigham Young University - Marriott School of Management
Bachelor's Degree, Business Management
SunGard Financial Systems February 2015 - Present
Fidelity Investments July 2008 - August 2014
Fidelity Investments June 2001 - June 2008
Fidelity Investments September 1999 - May 2001
Fidelity Investments April 1996 - August 1999
Fidelity Investments November 1993 - March 1996
Fidelity Investments June 1990 - October 1993
Skills
Project Management, Program Management, Team Leadership, Software Project..., Coaching, Mentoring, Creative Problem Solving, Timely Decision Making, Organization, Facilitation, Negotiation, Communication, Resource Management, Time Management, Program/Project..., Business Process Design, Leadership, Process Improvement, Business Process..., Business Process..., Requirements Gathering, Written & Oral..., Analytical Skills, Superior Work Ethic, Customer Focused Design, Risk Management, Management, Team Building, Microsoft Office, Analysis, Customer Service
Education
University of Utah - David Eccles School of Business
Master of Business Administration (M.B.A.)
Brigham Young University - Marriott School of Management
Bachelor's Degree, Business Management
Elizabeth (Fullam) Barrett ✩ Elizabeth (Fullam) Barrett ✩'s Fidelity Investments Experience November 2014 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments May 2014 - November 2014
Wells Fargo May 2013 - May 2014
LizzyBstudios August 2010 - August 2013
Wells Fargo October 2012 - May 2013
Skills
Advertising, Facebook, Leadership, Social Networking, Sales, Digital Photography, Graphic Design, Customer Service, Training, Marketing, Photography, Social Media Marketing, Teamwork, Financial Services, Time Management, Marketing Strategy, Online Marketing
Education
Brigham Young University - Idaho 2006 — 2011
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication, 3.8
Fidelity Investments November 2014 - Present
Fidelity Investments May 2014 - November 2014
Wells Fargo May 2013 - May 2014
LizzyBstudios August 2010 - August 2013
Wells Fargo October 2012 - May 2013
Skills
Advertising, Facebook, Leadership, Social Networking, Sales, Digital Photography, Graphic Design, Customer Service, Training, Marketing, Photography, Social Media Marketing, Teamwork, Financial Services, Time Management, Marketing Strategy, Online Marketing
Education
Brigham Young University - Idaho 2006 — 2011
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication, 3.8
Tim Hale's Fidelity Investments Experience February 2006 - October 2006
Job Marketing Communications Manager at Zions Bancorporation
Industry Financial Services
Experience
Zions Bancorporation August 2015 - Present
Zions Bancorporation November 2011 - August 2015
Zions Bancorporation July 2009 - November 2011
Weir Specialty Pumps October 2006 - June 2008
Fidelity Investments February 2006 - October 2006
The Church of Jesus Christ of Latter-Day Saints 1999 - 2001
Skills
Business Development, Sales, Leadership, Training, Public Speaking, Cross-functional Team..., Account Management, Sales Operations, Fixed Income, Capital Markets, Financial Services, Microsoft Office, Investments, Finance, Financial Analysis, Portfolio Management, Data Analysis, Management, Mutual Funds
Education
University of Utah - David Eccles School of Business 2008 — 2011
MBA, Marketing
Brigham Young University - Idaho 2002 — 2005
BS Business Management, Finance
Zions Bancorporation August 2015 - Present
Zions Bancorporation November 2011 - August 2015
Zions Bancorporation July 2009 - November 2011
Weir Specialty Pumps October 2006 - June 2008
Fidelity Investments February 2006 - October 2006
The Church of Jesus Christ of Latter-Day Saints 1999 - 2001
Skills
Business Development, Sales, Leadership, Training, Public Speaking, Cross-functional Team..., Account Management, Sales Operations, Fixed Income, Capital Markets, Financial Services, Microsoft Office, Investments, Finance, Financial Analysis, Portfolio Management, Data Analysis, Management, Mutual Funds
Education
University of Utah - David Eccles School of Business 2008 — 2011
MBA, Marketing
Brigham Young University - Idaho 2002 — 2005
BS Business Management, Finance
Jake Streeter Jake Streeter's Fidelity Investments Experience July 2015 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments October 2014 - December 2014
Fidelity Investments January 2014 - October 2014
Northwestern Mutual August 2012 - January 2013
Sunbands (BYU-ID IBC) April 2012 - July 2012
Worldwide Clinical Trials, Inc. September 2011 - December 2011
Fanzz September 2010 - January 2011
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Retirement Planning, Roth IRA, Traditional IRA, Life & Health Insurance..., Customer Service, Sales, Budgets, Facebook, Social Media, Spanish, Outlook
Education
Brigham Young University - Idaho
Bachelors of Science, Business Management; Finance
Fidelity Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments October 2014 - December 2014
Fidelity Investments January 2014 - October 2014
Northwestern Mutual August 2012 - January 2013
Sunbands (BYU-ID IBC) April 2012 - July 2012
Worldwide Clinical Trials, Inc. September 2011 - December 2011
Fanzz September 2010 - January 2011
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Retirement Planning, Roth IRA, Traditional IRA, Life & Health Insurance..., Customer Service, Sales, Budgets, Facebook, Social Media, Spanish, Outlook
Education
Brigham Young University - Idaho
Bachelors of Science, Business Management; Finance
Thomas Vance, CFP® Thomas Vance, CFP®'s Fidelity Investments Experience 1993 - 2007
Job Financial Planner at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors 2012 - Present
TD Ameritrade 2011 - 2012
US Bank 2009 - 2011
VisionLink Financial Advisors 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
Wealth Management, Investments, Series 7, Series 63, Mutual Funds, Financial Services, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 2000
MBA
Brigham Young University 1987 — 1993
BA, Economics
Pure Financial Advisors 2012 - Present
TD Ameritrade 2011 - 2012
US Bank 2009 - 2011
VisionLink Financial Advisors 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
Wealth Management, Investments, Series 7, Series 63, Mutual Funds, Financial Services, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 2000
MBA
Brigham Young University 1987 — 1993
BA, Economics
Trevor Hebertson Trevor Hebertson's Fidelity Investments Experience 1998 - 1998
Job Producer/Copy Editor at WNYW
Industry Broadcast Media
Experience
News Corporation 2002 - Present
KNXV-TV 1998 - 2002
Fidelity Investments 1998 - 1998
KPVI 1996 - 1998
Skills
Breaking News, Storytelling, Video, Editing, Copy Editing, Avid, Producing, Photography, Field Producing, Journalism, News Writing, Broadcast, Broadcast Journalism, New Media, Video Production, Television, Field Production
Education
Brigham Young University 1994 — 1996
B.A., Communications
Ricks College 1992 — 1993
AAS, AAS, AAS, Spanish, Humanities, Geography
French Institute Alliance Française
French
Rio Salado College
Spanish
News Corporation 2002 - Present
KNXV-TV 1998 - 2002
Fidelity Investments 1998 - 1998
KPVI 1996 - 1998
Skills
Breaking News, Storytelling, Video, Editing, Copy Editing, Avid, Producing, Photography, Field Producing, Journalism, News Writing, Broadcast, Broadcast Journalism, New Media, Video Production, Television, Field Production
Education
Brigham Young University 1994 — 1996
B.A., Communications
Ricks College 1992 — 1993
AAS, AAS, AAS, Spanish, Humanities, Geography
French Institute Alliance Française
French
Rio Salado College
Spanish
Pete Kszystyniak Pete Kszystyniak's Fidelity Investments Experience February 2010 - April 2010
Job Post Deployment Remediation at TJX Companies
Industry Information Technology and Services
Experience
JVT Advisors October 2010 - Present
Fidelity Investments February 2010 - April 2010
Fidelity Investments Life Insurance 2006 - 2008
Fidelity Investments Life Insurance 2004 - 2006
Fidelity Investments Life Insurance 2001 - 2005
Fidelity Investments Life Insurance 1998 - 2001
Fidelity Investments Life Insurance 1997 - 1998
Education
Kinyon - Campbell Business School
Computer/Network Support Technician Course
Bristol Community College 1974 — 1976
AS, Business Administration
Training through Fidelity Investments
ITIL Certification
Training through Fidelity Investments
CISSP Certification Preparation Course
Training through Fidelity Investments
Applying Microsoft Security
Training through Fidelity Investments
Implementing and Supporting Microsoft Windows XP Professional
Training through Fidelity Investments
Implementing Microsoft Windows 2000 Professional and Server
Training through Fidelity Investments
Updating Support Skills from MS Windows NT to MS Windows 2000
Training through Fidelity Investments
Supporting Microsoft Windows NT 4.0 Core Technologies
Training through Fidelity Investments
Information Risk Management Program Overview
JVT Advisors October 2010 - Present
Fidelity Investments February 2010 - April 2010
Fidelity Investments Life Insurance 2006 - 2008
Fidelity Investments Life Insurance 2004 - 2006
Fidelity Investments Life Insurance 2001 - 2005
Fidelity Investments Life Insurance 1998 - 2001
Fidelity Investments Life Insurance 1997 - 1998
Education
Kinyon - Campbell Business School
Computer/Network Support Technician Course
Bristol Community College 1974 — 1976
AS, Business Administration
Training through Fidelity Investments
ITIL Certification
Training through Fidelity Investments
CISSP Certification Preparation Course
Training through Fidelity Investments
Applying Microsoft Security
Training through Fidelity Investments
Implementing and Supporting Microsoft Windows XP Professional
Training through Fidelity Investments
Implementing Microsoft Windows 2000 Professional and Server
Training through Fidelity Investments
Updating Support Skills from MS Windows NT to MS Windows 2000
Training through Fidelity Investments
Supporting Microsoft Windows NT 4.0 Core Technologies
Training through Fidelity Investments
Information Risk Management Program Overview
Brett Jenson Brett Jenson's Fidelity Investments Experience October 2012 - November 2013
Job Senior Financial Consultant at Security Service Investment Group
Industry Financial Services
Experience
Security Service Federal Credit Union November 2013 - Present
Fidelity Investments October 2012 - November 2013
E-Trade Financial May 2011 - October 2012
Keller Williams Southwest Realty/HomeSmart Realty September 2007 - November 2010
Vanguard Group October 2007 - April 2010
Keller Williams Southwest Realty/HomeSmart Realty October 2005 - September 2007
Universal Scoreboards Advertising of Arizona June 2004 - September 2006
BYU-Idaho Sacred Music Series January 2004 - May 2004
Merrill Lynch May 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints January 1997 - February 1999
Skills
Negotiation, Advertising, Lead Generation, Investments, Proposal Writing, Marketing Strategy, Sales, Real Estate, Marketing, Finance, Contract Negotiation, Training, Account Management, Series 63, Customer Service
Education
Brigham Young University - Idaho 2000 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Brigham Young University - Idaho 2000 — 2004
Bachelor of Arts, Business Management
Brigham Young University - Idaho 1999 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Security Service Federal Credit Union November 2013 - Present
Fidelity Investments October 2012 - November 2013
E-Trade Financial May 2011 - October 2012
Keller Williams Southwest Realty/HomeSmart Realty September 2007 - November 2010
Vanguard Group October 2007 - April 2010
Keller Williams Southwest Realty/HomeSmart Realty October 2005 - September 2007
Universal Scoreboards Advertising of Arizona June 2004 - September 2006
BYU-Idaho Sacred Music Series January 2004 - May 2004
Merrill Lynch May 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints January 1997 - February 1999
Skills
Negotiation, Advertising, Lead Generation, Investments, Proposal Writing, Marketing Strategy, Sales, Real Estate, Marketing, Finance, Contract Negotiation, Training, Account Management, Series 63, Customer Service
Education
Brigham Young University - Idaho 2000 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Brigham Young University - Idaho 2000 — 2004
Bachelor of Arts, Business Management
Brigham Young University - Idaho 1999 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Adam Piner Adam Piner's Fidelity Investments Experience July 2015 - Present
Job Registered Representative at Fidelity Investments
Industry Political Organization
Experience
Fidelity Investments July 2015 - Present
Morgan Stanley September 2014 - July 2015
Transamerica January 2014 - August 2014
Managed Wealth Financial June 2013 - August 2014
Willie Billings for UTGOP Vice Chair February 2013 - April 2013
Utah Republican Party May 2012 - November 2012
Utah Republican Party July 2011 - May 2012
BCR Political August 2009 - September 2011
American Cancer Society February 2011 - July 2011
Salt Lake County Republican Party June 2010 - November 2010
Skills
Political Campaigns, Politics, Grassroots Organizing, Fundraising, Legislative Relations, Political Consulting, Public Speaking, State Government, Community Outreach, Public Affairs, Political Communication, Coalitions, Volunteer Management, Leadership, Public Policy, Government, Grant Writing, Community Development, Public Relations, Training, Political Science, Legislative Research, Legislation, Policy Analysis, Speech Writing, Event Planning, Event Management, Legislative Affairs, Policy, Economic Development, Media Relations, Strategic Communications, Nonprofits, International Relations, Data Analysis, Community Organizing, Non-profits, Press Releases, Message Development, Foreign Policy, Campaigns, Public Administration, Strategy, Investment Strategies, Stock Market Analysis, Financial Planning, Investments, Retirement Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2005 — 2006
MPA, Public Administration
Brigham Young University - Idaho 1999 — 2004
BA, Communications
Fidelity Investments July 2015 - Present
Morgan Stanley September 2014 - July 2015
Transamerica January 2014 - August 2014
Managed Wealth Financial June 2013 - August 2014
Willie Billings for UTGOP Vice Chair February 2013 - April 2013
Utah Republican Party May 2012 - November 2012
Utah Republican Party July 2011 - May 2012
BCR Political August 2009 - September 2011
American Cancer Society February 2011 - July 2011
Salt Lake County Republican Party June 2010 - November 2010
Skills
Political Campaigns, Politics, Grassroots Organizing, Fundraising, Legislative Relations, Political Consulting, Public Speaking, State Government, Community Outreach, Public Affairs, Political Communication, Coalitions, Volunteer Management, Leadership, Public Policy, Government, Grant Writing, Community Development, Public Relations, Training, Political Science, Legislative Research, Legislation, Policy Analysis, Speech Writing, Event Planning, Event Management, Legislative Affairs, Policy, Economic Development, Media Relations, Strategic Communications, Nonprofits, International Relations, Data Analysis, Community Organizing, Non-profits, Press Releases, Message Development, Foreign Policy, Campaigns, Public Administration, Strategy, Investment Strategies, Stock Market Analysis, Financial Planning, Investments, Retirement Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2005 — 2006
MPA, Public Administration
Brigham Young University - Idaho 1999 — 2004
BA, Communications
Sterling Caruthers Sterling Caruthers's Fidelity Investments Experience December 2014 - Present
Job Financial Representative Full Trader
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
The Magic of Sterling David January 2001 - August 2014
AccuQuest Hearing Centers May 2013 - June 2014
Renewable Tech Ventures January 2013 - April 2013
BYU-Idaho September 2010 - December 2011
Skills
Public Speaking, Facebook, Teaching, Spanish, Brazilian Portuguese, Magicians, Leadership, Entrepreneurship, Public Relations, Photoshop, Illustrator, Social Networking, Hearing Aids, Training, Editing, Audiometry, Locksmithing, PowerPoint, Social Media, Market Research, Social Media Marketing, Sales, Hearing Tests, Hearing Aid Dispensing, Validation, Start-up Ventures, Communication, Critical Thinking, Event Planning
Education
Brigham Young University - Idaho 2007 — 2013
Communication, Public Relations/Spanish
Tecnológico de Monterrey 2010 — 2010
Spanish Language and Literature
Fidelity Investments December 2014 - Present
The Magic of Sterling David January 2001 - August 2014
AccuQuest Hearing Centers May 2013 - June 2014
Renewable Tech Ventures January 2013 - April 2013
BYU-Idaho September 2010 - December 2011
Skills
Public Speaking, Facebook, Teaching, Spanish, Brazilian Portuguese, Magicians, Leadership, Entrepreneurship, Public Relations, Photoshop, Illustrator, Social Networking, Hearing Aids, Training, Editing, Audiometry, Locksmithing, PowerPoint, Social Media, Market Research, Social Media Marketing, Sales, Hearing Tests, Hearing Aid Dispensing, Validation, Start-up Ventures, Communication, Critical Thinking, Event Planning
Education
Brigham Young University - Idaho 2007 — 2013
Communication, Public Relations/Spanish
Tecnológico de Monterrey 2010 — 2010
Spanish Language and Literature
Andrew Stange Andrew Stange's Fidelity Investments Experience 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Avercast LLC January 2011 - August 2011
Custom Kicks September 2010 - December 2010
Apex Construction Services, Inc. September 2009 - April 2010
Skills
Spanish, Excel, Market Research, Sales, Customer Service, Access, PowerPoint, Microsoft Office, Microsoft Word, Strategic Financial..., Team Leadership, Budgets, Leadership, Business Development, Finance, Management
Education
Brigham Young University - Idaho 2009 — 2011
B.S. Business Management, Finance
Fidelity Investments 2012 - Present
Avercast LLC January 2011 - August 2011
Custom Kicks September 2010 - December 2010
Apex Construction Services, Inc. September 2009 - April 2010
Skills
Spanish, Excel, Market Research, Sales, Customer Service, Access, PowerPoint, Microsoft Office, Microsoft Word, Strategic Financial..., Team Leadership, Budgets, Leadership, Business Development, Finance, Management
Education
Brigham Young University - Idaho 2009 — 2011
B.S. Business Management, Finance
Zach Boswell Zach Boswell's Fidelity Investments Experience August 2013 - September 2014
Job Account Manager at Vivint Solar
Industry Financial Services
Experience
Vivint Solar August 2015 - Present
Fidelity Investments August 2013 - September 2014
Darden Restaurants December 2012 - August 2013
Olive Garden May 2008 - December 2012
Orriant December 2011 - March 2012
Skills
Customer Service, Microsoft Word, Microsoft Excel, Restaurant Management, Sales, Event Planning, Public Speaking, Food & Beverage, Hospitality, Microsoft Office, Training, PowerPoint, Cpr Certified
Education
Brigham Young University 2008 — 2011
Bachelor’s Degree, Exercise Science, GPA 3.44
Brigham Young University 2008 — 2011
Minor, Business Administration, Management and Operations
Vivint Solar August 2015 - Present
Fidelity Investments August 2013 - September 2014
Darden Restaurants December 2012 - August 2013
Olive Garden May 2008 - December 2012
Orriant December 2011 - March 2012
Skills
Customer Service, Microsoft Word, Microsoft Excel, Restaurant Management, Sales, Event Planning, Public Speaking, Food & Beverage, Hospitality, Microsoft Office, Training, PowerPoint, Cpr Certified
Education
Brigham Young University 2008 — 2011
Bachelor’s Degree, Exercise Science, GPA 3.44
Brigham Young University 2008 — 2011
Minor, Business Administration, Management and Operations
Sterling Sessions Sterling Sessions's Fidelity Investments Experience January 2002 - January 2010
Job CEO/Principal Partner
Industry Financial Services
Experience
Ensign Wealth Advisors January 2015 - Present
UCI Wealth Adivsors December 2011 - December 2014
TD Ameritrade March 2010 - November 2011
Fidelity Investments January 2002 - January 2010
Skills
Customer Service, Public Speaking, Strategic Planning, Process Improvement, Management, Team Leadership, Leadership, Team Building, Portfolio Management, Microsoft Office, Microsoft Excel, Business Analysis, Financial Analysis, Program Management, Investments, Sales, Vendor Management, Finance, Retirement Planning, Financial Planning
Education
Brigham Young University 1997 — 2002
Ensign Wealth Advisors January 2015 - Present
UCI Wealth Adivsors December 2011 - December 2014
TD Ameritrade March 2010 - November 2011
Fidelity Investments January 2002 - January 2010
Skills
Customer Service, Public Speaking, Strategic Planning, Process Improvement, Management, Team Leadership, Leadership, Team Building, Portfolio Management, Microsoft Office, Microsoft Excel, Business Analysis, Financial Analysis, Program Management, Investments, Sales, Vendor Management, Finance, Retirement Planning, Financial Planning
Education
Brigham Young University 1997 — 2002
Silver McCall's Fidelity Investments Experience 2015 - Present
Job Investments Representative at Fidelity Investments
Industry Consumer Services
Experience
Fidelity Investments 2015 - Present
iPartnr Technologies February 2015 - July 2015
Brigham Young University August 2012 - December 2014
Lexington Law Firm February 2013 - September 2013
Harmons Grocery May 2012 - August 2012
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Event Planning, Social Media, Leadership, Public Relations, Strategic Planning, Editing, Microsoft Word, Teamwork, Nonprofits, Teaching, Customer Service, Research, Sales, Social Media Marketing, Team Leadership, Social Networking, Management, Facebook, Marketing, Communication, Entrepreneurship, Training, English, Time Management, Problem Solving, Team Building, Analysis, Market Research, Finance, Outlook, Creative Writing, Budgets, Project Management, Leadership Development, Advertising, Negotiation, HTML, Higher Education, Data Analysis, Windows
Education
Brigham Young University
Fidelity Investments 2015 - Present
iPartnr Technologies February 2015 - July 2015
Brigham Young University August 2012 - December 2014
Lexington Law Firm February 2013 - September 2013
Harmons Grocery May 2012 - August 2012
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Event Planning, Social Media, Leadership, Public Relations, Strategic Planning, Editing, Microsoft Word, Teamwork, Nonprofits, Teaching, Customer Service, Research, Sales, Social Media Marketing, Team Leadership, Social Networking, Management, Facebook, Marketing, Communication, Entrepreneurship, Training, English, Time Management, Problem Solving, Team Building, Analysis, Market Research, Finance, Outlook, Creative Writing, Budgets, Project Management, Leadership Development, Advertising, Negotiation, HTML, Higher Education, Data Analysis, Windows
Education
Brigham Young University
Spenser Simpson Spenser Simpson's Fidelity Investments Experience September 2015 - Present
Job Financial Advisor
Industry Education Management
Experience
Fidelity Investments September 2015 - Present
Brigham Young University April 2013 - Present
Southern Utah University February 2015 - June 2015
Brigham Young University January 2012 - April 2012
Twin Rocks Cafe June 2008 - August 2011
Skills
Microsoft Office, PowerPoint, Public Speaking, Teaching, Research, Microsoft Word, Higher Education, Social Media, Editing, Customer Service, Leadership, Event Planning, Teamwork, Social Networking, Training, Facebook, Academic Advising, Business Analysis, Communication, Social Listening, Interviews
Education
Kansas State University 2014 — 2015
Master's degree, Academic Advising, 3.9
Brigham Young University 2008 — 2013
Bachelor of Science (BSc), Social Psychology
Utah State University-Regional Campuses and Distance Education 2005 — 2008
Associate of Science (A.S.), General Studies
Fidelity Investments September 2015 - Present
Brigham Young University April 2013 - Present
Southern Utah University February 2015 - June 2015
Brigham Young University January 2012 - April 2012
Twin Rocks Cafe June 2008 - August 2011
Skills
Microsoft Office, PowerPoint, Public Speaking, Teaching, Research, Microsoft Word, Higher Education, Social Media, Editing, Customer Service, Leadership, Event Planning, Teamwork, Social Networking, Training, Facebook, Academic Advising, Business Analysis, Communication, Social Listening, Interviews
Education
Kansas State University 2014 — 2015
Master's degree, Academic Advising, 3.9
Brigham Young University 2008 — 2013
Bachelor of Science (BSc), Social Psychology
Utah State University-Regional Campuses and Distance Education 2005 — 2008
Associate of Science (A.S.), General Studies
Teotihuacan (Teo) Ngatuvai Teotihuacan (Teo) Ngatuvai's Fidelity Investments Experience April 2007 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments December 2000 - April 2007
Pointclick.com April 2000 - November 2000
Zions Bank July 1997 - April 2000
Education
Brigham Young University - Idaho
College of Financial Planning
CFP
Kahuku Junior High & High School
Timpview High School
University of Richmond
Bachelor of Business Administration (BBA), Marketing & Finance
University of Utah
Master of Business Administration (MBA)
Fidelity Investments April 2007 - Present
Fidelity Investments December 2000 - April 2007
Pointclick.com April 2000 - November 2000
Zions Bank July 1997 - April 2000
Education
Brigham Young University - Idaho
College of Financial Planning
CFP
Kahuku Junior High & High School
Timpview High School
University of Richmond
Bachelor of Business Administration (BBA), Marketing & Finance
University of Utah
Master of Business Administration (MBA)
Jennifer Perigaut, Director, Andover Country Day School Jennifer Perigaut, Director, Andover Country Day School's Fidelity Investments Experience July 1986 - January 1996
Job Director at The Andover Country Day School
Industry Education Management
Experience
The Andover Country Day School August 2012 - Present
ACDS August 2011 - August 2012
ACDS September 2001 - August 2011
Fidelity Investments July 1986 - January 1996
Skills
Educational Leadership, Curriculum Design, Curriculum Development, Teaching, Staff Development, Lesson Planning, Literacy
Education
Tufts University 1982 — 1986
Bachelor of Science (BS), Psychology
Westfield State College 2012 — 2012
Additional Courses, Early Childhood Education and Teaching
Bristol Community College 2011 — 2012
Additional Courses, Special Education and Teaching, Early Education
Middlesex Community College 2011 — 2012
Additional Courses, Early Childhood Education and Teaching
The Andover Country Day School August 2012 - Present
ACDS August 2011 - August 2012
ACDS September 2001 - August 2011
Fidelity Investments July 1986 - January 1996
Skills
Educational Leadership, Curriculum Design, Curriculum Development, Teaching, Staff Development, Lesson Planning, Literacy
Education
Tufts University 1982 — 1986
Bachelor of Science (BS), Psychology
Westfield State College 2012 — 2012
Additional Courses, Early Childhood Education and Teaching
Bristol Community College 2011 — 2012
Additional Courses, Special Education and Teaching, Early Education
Middlesex Community College 2011 — 2012
Additional Courses, Early Childhood Education and Teaching
Rylan Van Epps Rylan Van Epps's Fidelity Investments Experience October 2013 - Present
Job Premium Service Representative at Fidelity Investments
Industry Retail
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments July 2012 - September 2013
AutoZone October 2005 - June 2012
The Church of Jesus Christ of Latter-day Saints 2007 - 2008
Baxter Auto Parts August 2002 - July 2005
United States Postal Service September 2001 - June 2002
Skills
Microsoft Excel, Customer Service, Microsoft Office, Windows, PowerPoint, Data Entry, Series 7, Excel, Word, Series 63
Education
Utah Valley University 2007 — 2011
Bachelor of Science, Finance
Ricks College 1999 — 2000
Fidelity Investments October 2013 - Present
Fidelity Investments July 2012 - September 2013
AutoZone October 2005 - June 2012
The Church of Jesus Christ of Latter-day Saints 2007 - 2008
Baxter Auto Parts August 2002 - July 2005
United States Postal Service September 2001 - June 2002
Skills
Microsoft Excel, Customer Service, Microsoft Office, Windows, PowerPoint, Data Entry, Series 7, Excel, Word, Series 63
Education
Utah Valley University 2007 — 2011
Bachelor of Science, Finance
Ricks College 1999 — 2000
Boyd Smith's Fidelity Investments Experience 1997 - 1999
Job Manager of Account Development at American Express
Industry Financial Services
Experience
American Express March 2013 - Present
American Express August 2009 - Present
GE March 2007 - August 2009
GE Corporate Payment Services 2007 - August 2009
GE Money 2007 - August 2009
Morgan Stanley 1999 - 2007
Fidelity Investments 1997 - 1999
First Security Bank 1993 - 1997
Skills
Account Management, Communication, Long-term Customer..., Presentation Skills, Relationship Management, Client Relations, Vendor Management, Relationship Building, Service Delivery, Unix, Websphere, Process Improvement, Business Relationship..., SDLC, Security, Disaster Recovery, Integration, Enterprise Architecture, Information Technology, Solaris, ITIL, Performance Tuning, HTML, Cloud Computing, Strategy, Management, System Administration, Business Analysis, Program Management, Project Management, Forecasting
Education
University of Utah 2008 — 2010
Mass Communication, Mass Communication
Salt Lake Community College 2004 — 2006
Associates, Gen Ed
Ricks College 1991 — 1992
American Express March 2013 - Present
American Express August 2009 - Present
GE March 2007 - August 2009
GE Corporate Payment Services 2007 - August 2009
GE Money 2007 - August 2009
Morgan Stanley 1999 - 2007
Fidelity Investments 1997 - 1999
First Security Bank 1993 - 1997
Skills
Account Management, Communication, Long-term Customer..., Presentation Skills, Relationship Management, Client Relations, Vendor Management, Relationship Building, Service Delivery, Unix, Websphere, Process Improvement, Business Relationship..., SDLC, Security, Disaster Recovery, Integration, Enterprise Architecture, Information Technology, Solaris, ITIL, Performance Tuning, HTML, Cloud Computing, Strategy, Management, System Administration, Business Analysis, Program Management, Project Management, Forecasting
Education
University of Utah 2008 — 2010
Mass Communication, Mass Communication
Salt Lake Community College 2004 — 2006
Associates, Gen Ed
Ricks College 1991 — 1992
Sean Drummond's Fidelity Investments Experience August 1995 - June 1997
Job Owner, Twin Financial
Industry Capital Markets
Experience
Twin Financial Senior Vice PresidentCapital Planning Systems, IncJuly 1998 - March 2007
Fidelity Investments August 1995 - June 1997
Skills
Investments, Negotiation, Business Strategy, New Business Development, Strategic Financial..., Strategic Planning, Management Consulting, Due Diligence, Small Business, Entrepreneurship, Strategy, Mergers & Acquisitions, Business Planning, Business Development, Start-ups, Team Building
Education
Brigham Young University
BS, Business Management
University of Utah - David Eccles School of Business
MBA
Twin Financial Senior Vice PresidentCapital Planning Systems, IncJuly 1998 - March 2007
Fidelity Investments August 1995 - June 1997
Skills
Investments, Negotiation, Business Strategy, New Business Development, Strategic Financial..., Strategic Planning, Management Consulting, Due Diligence, Small Business, Entrepreneurship, Strategy, Mergers & Acquisitions, Business Planning, Business Development, Start-ups, Team Building
Education
Brigham Young University
BS, Business Management
University of Utah - David Eccles School of Business
MBA
Jill Pettijohn's Fidelity Investments Experience 2008 - February 2015
Job Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Fidelity Investments 2008 - February 2015
Contango Capital Advisors 2005 - 2007
ADP 2003 - 2005
University Venture Fund 2001 - 2003
Fidelity Investments 2000 - 2002
Payne Anthony Jewelers 1998 - 2000
Skills
Team Building, SaaS, Strategy, Wealth Management, Product Management, Banking, Leadership, E-commerce, Management, Marketing, Analysis, Market Research, Management Consulting, Social Media, Public Speaking, Microsoft Office, Customer Service, Sales, Strategic Planning, Social Media Marketing, Investments, Financial Analysis
Education
Brigham Young University - Idaho 1995 — 1998
Business communications
University of Utah
Business
Morgan Stanley March 2015 - Present
Fidelity Investments 2008 - February 2015
Contango Capital Advisors 2005 - 2007
ADP 2003 - 2005
University Venture Fund 2001 - 2003
Fidelity Investments 2000 - 2002
Payne Anthony Jewelers 1998 - 2000
Skills
Team Building, SaaS, Strategy, Wealth Management, Product Management, Banking, Leadership, E-commerce, Management, Marketing, Analysis, Market Research, Management Consulting, Social Media, Public Speaking, Microsoft Office, Customer Service, Sales, Strategic Planning, Social Media Marketing, Investments, Financial Analysis
Education
Brigham Young University - Idaho 1995 — 1998
Business communications
University of Utah
Business
Peter Seedholm's Fidelity Investments Experience September 2007 - March 2008
Job Site Service Engineer
Industry Information Technology and Services
Experience
Haemonetics Corporation August 2012 - Present
Unified Networking Solutions April 2012 - August 2012
Novartis Institute for Biomedical Research November 2011 - March 2012
Millennium Pharmaceuticals April 2009 - November 2011
Acushnet Company June 2008 - April 2009
FoodTec Solutions March 2008 - June 2008
Fidelity Investments September 2007 - March 2008
Casual Male Retail Group November 2006 - September 2007
Skills
Windows, Microsoft Office, Data Analysis, Troubleshooting, Active Directory, Team Building, Microsoft Excel, Software Documentation, Team Leadership, Databases, Servers, Business Analysis, Management, Process Improvement
Education
Bristol Community College 2005 — 2009
Criminal Justice
University of Massachusetts Dartmouth 2000 — 2001
Haemonetics Corporation August 2012 - Present
Unified Networking Solutions April 2012 - August 2012
Novartis Institute for Biomedical Research November 2011 - March 2012
Millennium Pharmaceuticals April 2009 - November 2011
Acushnet Company June 2008 - April 2009
FoodTec Solutions March 2008 - June 2008
Fidelity Investments September 2007 - March 2008
Casual Male Retail Group November 2006 - September 2007
Skills
Windows, Microsoft Office, Data Analysis, Troubleshooting, Active Directory, Team Building, Microsoft Excel, Software Documentation, Team Leadership, Databases, Servers, Business Analysis, Management, Process Improvement
Education
Bristol Community College 2005 — 2009
Criminal Justice
University of Massachusetts Dartmouth 2000 — 2001
Corey Sakamoto's Fidelity Investments Experience May 2000 - December 2002
Job Sr. National Account Manager Walmart at Abbott Nutrition
Industry Retail
Experience
Abbott Nutrition May 2012 - Present
Sam's Club (Division of Walmart Stores Inc) October 2006 - April 2012
Walmart October 2005 - September 2006
Fidelity Investments May 2000 - December 2002
Suruga Bank (Japan) May 1998 - August 1998
Skills
Microsoft Office
Education
Brigham Young University- MBA Full TIme Marriott School 2003 — 2005
MBA Full Time, Finance
Brigham Young University- BA Japanese 1997 — 2001
BA, Japanese
Brigham Young University- BS Finance 1997 — 2001
BS, Finance
Brigham Young University—J. Reuben Clark Law School
JD- C, Law
Abbott Nutrition May 2012 - Present
Sam's Club (Division of Walmart Stores Inc) October 2006 - April 2012
Walmart October 2005 - September 2006
Fidelity Investments May 2000 - December 2002
Suruga Bank (Japan) May 1998 - August 1998
Skills
Microsoft Office
Education
Brigham Young University- MBA Full TIme Marriott School 2003 — 2005
MBA Full Time, Finance
Brigham Young University- BA Japanese 1997 — 2001
BA, Japanese
Brigham Young University- BS Finance 1997 — 2001
BS, Finance
Brigham Young University—J. Reuben Clark Law School
JD- C, Law
Larry Luangrath's Fidelity Investments Experience January 2009 - March 2009
Job Technical Lead at Carmichael Lynch
Industry Computer Software
Experience
Carmichael Lynch May 2015 - Present
White House Custom Colour February 2013 - May 2015
RBA, Inc. May 2009 - February 2013
Fidelity Investments January 2009 - March 2009
Extend Health September 2008 - December 2008
Neumont University July 2007 - September 2007
Skills
C#, ASP.NET MVC, .NET, ASP.NET, CSS, JavaScript, Visual Studio, jQuery, MVC, HTML, Microsoft SQL Server, HTML 5, WordPress, XML, T-SQL, WCF, CMS, Eclipse, Subversion, VB.NET, LINQ, Objective-C, Java, AJAX, Web Applications, SQL Server 2000-2008, ASP.NET Web API, Github, Photoshop, iOS Development, AEM, Adobe Experience Manager, Adobe Marketing Cloud, Adobe DTM, Adobe Target
Education
Neumont University 2006 — 2009
Bachelor's Computer Science, C#, asp.NET, Java, AJAX, JavaScript, HTML, 3.3 Core GPA
Brigham Young University - Idaho 2005 — 2006
Current, Biology, Religion, 3.8 avg
Carmichael Lynch May 2015 - Present
White House Custom Colour February 2013 - May 2015
RBA, Inc. May 2009 - February 2013
Fidelity Investments January 2009 - March 2009
Extend Health September 2008 - December 2008
Neumont University July 2007 - September 2007
Skills
C#, ASP.NET MVC, .NET, ASP.NET, CSS, JavaScript, Visual Studio, jQuery, MVC, HTML, Microsoft SQL Server, HTML 5, WordPress, XML, T-SQL, WCF, CMS, Eclipse, Subversion, VB.NET, LINQ, Objective-C, Java, AJAX, Web Applications, SQL Server 2000-2008, ASP.NET Web API, Github, Photoshop, iOS Development, AEM, Adobe Experience Manager, Adobe Marketing Cloud, Adobe DTM, Adobe Target
Education
Neumont University 2006 — 2009
Bachelor's Computer Science, C#, asp.NET, Java, AJAX, JavaScript, HTML, 3.3 Core GPA
Brigham Young University - Idaho 2005 — 2006
Current, Biology, Religion, 3.8 avg
Kenneth Tavares's Fidelity Investments Experience May 2001 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2001 - Present
Fidelity Investments May 2004 - May 2005
Fidelity Investments March 2000 - May 2001
Skills
Business Analysis, Program Management, SDLC, Requirements Analysis, Financial Services, Software Project..., Vendor Management, CRM, Requirements Gathering
Education
Bristol Community College 1990 — 1994
A.A, Liberal Studies
Roger Williams University
B.S., Business Administration
Fidelity Investments May 2001 - Present
Fidelity Investments May 2004 - May 2005
Fidelity Investments March 2000 - May 2001
Skills
Business Analysis, Program Management, SDLC, Requirements Analysis, Financial Services, Software Project..., Vendor Management, CRM, Requirements Gathering
Education
Bristol Community College 1990 — 1994
A.A, Liberal Studies
Roger Williams University
B.S., Business Administration
Eric Spencer's Fidelity Investments Experience October 2005 - September 2011
Job Regional Director at Instructure
Industry Information Technology and Services
Experience
Instructure, Inc. September 2013 - Present
TD Ameritrade August 2011 - February 2012
Fidelity Investments October 2005 - September 2011
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Investment Strategies, FINRA, Uniform Combined State..., 401k, Series 65, Fixed Annuities, IRAs, Asset Management, Solution Selling, Start-ups, Leadership, Sales, Public Speaking, Educational Technology, Customer Service, Marketing Strategy, Management, Team Building, Marketing, Salesforce.com, Strategic Planning
Education
Brigham Young University - Hawaii 2002 — 2004
Bachelor of Science (BS), International Business Management, Summa Cum Laude
Instructure, Inc. September 2013 - Present
TD Ameritrade August 2011 - February 2012
Fidelity Investments October 2005 - September 2011
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Investment Strategies, FINRA, Uniform Combined State..., 401k, Series 65, Fixed Annuities, IRAs, Asset Management, Solution Selling, Start-ups, Leadership, Sales, Public Speaking, Educational Technology, Customer Service, Marketing Strategy, Management, Team Building, Marketing, Salesforce.com, Strategic Planning
Education
Brigham Young University - Hawaii 2002 — 2004
Bachelor of Science (BS), International Business Management, Summa Cum Laude
Jared Clayton's Fidelity Investments Experience 1999 - 2007
Job Smart Capital Solutions
Industry Real Estate
Experience
Smart Capital Solutions December 2014 - Present
Planning Commission - Sandy City January 2013 - Present
Sandy City 2010 - Present
Real Estate Ventures January 2003 - Present
Seikou Partners December 2010 - December 2014
Synergy Partners November 2010 - December 2014
Sandy City 2008 - January 2013
The Aclaime Group January 2008 - November 2010
Fidelity Investments 1999 - 2007
United States Marine Corps December 1994 - November 2003
Skills
Investments, Asset Management, Real Estate, Negotiation, Due Diligence, Strategic Planning, Management, Loans, Finance, Entrepreneurship, Investment Properties, Property Management, Commercial Real Estate, Sellers, Residential Homes, Leadership
Education
Westminster College 2001 — 2006
Obtained Bachelors of Science, Business Finance
Brigham Young University - Idaho 1998 — 1999
Obtained Associates Degree, Language and Letters
University of Utah 1995 — 1996
Pursued Bachelors of Science, Political Science
Smart Capital Solutions December 2014 - Present
Planning Commission - Sandy City January 2013 - Present
Sandy City 2010 - Present
Real Estate Ventures January 2003 - Present
Seikou Partners December 2010 - December 2014
Synergy Partners November 2010 - December 2014
Sandy City 2008 - January 2013
The Aclaime Group January 2008 - November 2010
Fidelity Investments 1999 - 2007
United States Marine Corps December 1994 - November 2003
Skills
Investments, Asset Management, Real Estate, Negotiation, Due Diligence, Strategic Planning, Management, Loans, Finance, Entrepreneurship, Investment Properties, Property Management, Commercial Real Estate, Sellers, Residential Homes, Leadership
Education
Westminster College 2001 — 2006
Obtained Bachelors of Science, Business Finance
Brigham Young University - Idaho 1998 — 1999
Obtained Associates Degree, Language and Letters
University of Utah 1995 — 1996
Pursued Bachelors of Science, Political Science
Chris Beesley's Fidelity Investments Experience November 2005 - March 2008
Job Regional Vice President Sr. Wealth Advisor at Zions Bank
Industry Financial Services
Experience
Zions Bank April 2014 - Present
Fisher Investments April 2008 - March 2014
Fidelity Investments November 2005 - March 2008
VFI Corporate Finance February 2005 - November 2005
Skills
Asset Management, Portfolio Management, Strategic Financial..., Financial Analysis, Financial Services, Relationship Management, Finance, Life Insurance
Education
Western Governors University 2011 — 2011
Master of Business Administration (MBA), Strategy and Management
University of Utah 2004 — 2007
Bachelor's degree
Brigham Young University - Idaho 2000 — 2002
Associate's degree
Zions Bank April 2014 - Present
Fisher Investments April 2008 - March 2014
Fidelity Investments November 2005 - March 2008
VFI Corporate Finance February 2005 - November 2005
Skills
Asset Management, Portfolio Management, Strategic Financial..., Financial Analysis, Financial Services, Relationship Management, Finance, Life Insurance
Education
Western Governors University 2011 — 2011
Master of Business Administration (MBA), Strategy and Management
University of Utah 2004 — 2007
Bachelor's degree
Brigham Young University - Idaho 2000 — 2002
Associate's degree
Derek Mugleston's Fidelity Investments Experience November 2010 - September 2011
Job Business Cost Analyst with L3 Communications
Industry Electrical/Electronic Manufacturing
Experience
L-3 Communications September 2011 - Present
Great-West Life September 2005 - August 2013
Fidelity Investments November 2010 - September 2011
APX Alarm Security Solutions, Inc April 2009 - October 2010
GreatWest Life September 2006 - April 2009
The Heritage Foundation September 2008 - December 2008
Skills
Access, Excel, Research, Economics, Investments, Microsoft Excel, Security, Testing, Training, Customer Service, Analysis, Government, Forecasting, Business Strategy, Process Improvement, Financial Analysis, Program Management, Public Speaking
Education
Norwich University 2009 — 2011
Masters, Business Administration; Finance
Brigham Young University - Idaho 2004 — 2008
BA, Economics
L-3 Communications September 2011 - Present
Great-West Life September 2005 - August 2013
Fidelity Investments November 2010 - September 2011
APX Alarm Security Solutions, Inc April 2009 - October 2010
GreatWest Life September 2006 - April 2009
The Heritage Foundation September 2008 - December 2008
Skills
Access, Excel, Research, Economics, Investments, Microsoft Excel, Security, Testing, Training, Customer Service, Analysis, Government, Forecasting, Business Strategy, Process Improvement, Financial Analysis, Program Management, Public Speaking
Education
Norwich University 2009 — 2011
Masters, Business Administration; Finance
Brigham Young University - Idaho 2004 — 2008
BA, Economics
Teotihuacan (Teo) Ngatuvai,CFP®,MBA's Fidelity Investments Experience December 2000 - Present
Job Workplace Planning & Guidance Consultant
Industry Investment Management
Experience
Fidelity Investments December 2000 - Present
Fidelity Investments 2007 - 2008
Education
University of Utah - David Eccles School of Business 1996 — 1997
MBA
University of Richmond - Robins School of Business 1991 — 1994
BS, Business: Marketing & Finance
Brigham Young University - Idaho
Engineering, Construction Management, Business
Kahuku High School
Laie Elementary
Timpview High School
Fidelity Investments December 2000 - Present
Fidelity Investments 2007 - 2008
Education
University of Utah - David Eccles School of Business 1996 — 1997
MBA
University of Richmond - Robins School of Business 1991 — 1994
BS, Business: Marketing & Finance
Brigham Young University - Idaho
Engineering, Construction Management, Business
Kahuku High School
Laie Elementary
Timpview High School
Ata J Chu-Shing's Fidelity Investments Experience January 2005 - November 2008
Job Financial Analyst, Retail Manager at Bluesky Samoa
Industry Financial Services
Experience
Bluesky Samoa December 2012 - July 2014
E*TRADE Financial November 2011 - September 2012
Morgan Stanley November 2008 - November 2011
Fidelity Investments January 2005 - November 2008
LDS Church July 2003 - July 2004
Skills
Investments, Securities, Retirement, Strategic Financial..., Finance, Wealth Management, Asset Allocation, Retirement Planning, 401k, Financial Planners, Accounting, Equities, Financial Services, Financial Modeling, Risk Management, Series 7, series 66, Leadership, Financial Planning, Management, Uniform Combined State...
Education
Westminster College 2005 — 2008
MBA, Accounting and Business/Management
Brigham Young University - Hawaii 1997 — 2001
B.S, Accounting
Bluesky Samoa December 2012 - July 2014
E*TRADE Financial November 2011 - September 2012
Morgan Stanley November 2008 - November 2011
Fidelity Investments January 2005 - November 2008
LDS Church July 2003 - July 2004
Skills
Investments, Securities, Retirement, Strategic Financial..., Finance, Wealth Management, Asset Allocation, Retirement Planning, 401k, Financial Planners, Accounting, Equities, Financial Services, Financial Modeling, Risk Management, Series 7, series 66, Leadership, Financial Planning, Management, Uniform Combined State...
Education
Westminster College 2005 — 2008
MBA, Accounting and Business/Management
Brigham Young University - Hawaii 1997 — 2001
B.S, Accounting
David Barksdale's Fidelity Investments Experience October 2007 - Present
Job General Securities Representative
Industry Financial Services
Experience
Remigo Instruments October 2013 - Present
Fidelity Investments October 2007 - Present
Remigo LLC August 2013 - June 2014
Unklee Inc June 2008 - April 2009
Spread Trade Systems June 2005 - October 2007
Skills
ETFs, Mutual Funds, Options Strategies, Financial Analysis, Customer Service, Competitive Analysis, Microsoft Excel, Equity Trading, Sales, Project Management, VBA, SaaS, Lead Generation, Development Projects, Technical Writing, Legal Writing, Margin, Fixed Income Strategies, E-Learning, Equity Derivatives, Teaching, Photoshop, Graphic Arts, SEO, Creative Writing, R, SAS, Stata, Regression Analysis
Education
University of Utah 2011 — 2014
Mathematics (Statistics Emphasis) and Economics, 3.9
Brigham Young University - Hawaii 2005 — 2005
4.0
Remigo Instruments October 2013 - Present
Fidelity Investments October 2007 - Present
Remigo LLC August 2013 - June 2014
Unklee Inc June 2008 - April 2009
Spread Trade Systems June 2005 - October 2007
Skills
ETFs, Mutual Funds, Options Strategies, Financial Analysis, Customer Service, Competitive Analysis, Microsoft Excel, Equity Trading, Sales, Project Management, VBA, SaaS, Lead Generation, Development Projects, Technical Writing, Legal Writing, Margin, Fixed Income Strategies, E-Learning, Equity Derivatives, Teaching, Photoshop, Graphic Arts, SEO, Creative Writing, R, SAS, Stata, Regression Analysis
Education
University of Utah 2011 — 2014
Mathematics (Statistics Emphasis) and Economics, 3.9
Brigham Young University - Hawaii 2005 — 2005
4.0
Donna Yabroudy's Fidelity Investments Experience June 1998 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1998 - Present
Fidelity Investments March 2011 - August 2013
Fidelity Institutional Investments June 1998 - March 2011
Skills
SDLC, PMO, Project Portfolio..., Software Project..., Vendor Management, Business Analysis, Waterfall, Project Delivery, Program Management, Requirements Analysis, Requirements Gathering, Agile Project Management, Business Requirements, Agile Methodologies, Risk Management, Process Improvement, Project Management, Resource Management, Visio, Testing, Quality Assurance, PMP, Data Warehousing
Education
Rhode Island College 1990 — 1992
BA, Computer Science
Bristol Community College 1984 — 1990
AS, Computer Programming
Fidelity Investments June 1998 - Present
Fidelity Investments March 2011 - August 2013
Fidelity Institutional Investments June 1998 - March 2011
Skills
SDLC, PMO, Project Portfolio..., Software Project..., Vendor Management, Business Analysis, Waterfall, Project Delivery, Program Management, Requirements Analysis, Requirements Gathering, Agile Project Management, Business Requirements, Agile Methodologies, Risk Management, Process Improvement, Project Management, Resource Management, Visio, Testing, Quality Assurance, PMP, Data Warehousing
Education
Rhode Island College 1990 — 1992
BA, Computer Science
Bristol Community College 1984 — 1990
AS, Computer Programming
Van Potter's Fidelity Investments Experience January 1999 - January 2009
Job Leadership development consultant and Coach
Industry Human Resources
Experience
Backcountry.com June 2009 - March 2012
Fidelity Investments January 1999 - January 2009
Fidelity Investments 1999 - 2009
Maxcomm Associates January 1996 - January 1999
Intermountain Healthcare January 1991 - January 1996
Skills
Employee Relations, Employee Benefits, Performance Management, Organizational..., Succession Planning, Training, Leadership, Onboarding, Human Resources, Talent Management, Employee Engagement, Employee Training, Customer Satisfaction, Management, Call Centers, Change Management, Leadership Development, Management Development, Organizational..., Workforce Planning, Coaching, Talent Acquisition, 360 Feedback, Organizational Design, Process Improvement, Personnel Management, Deferred Compensation, Recruiting, Interviews, Executive Coaching, HRIS, Workshop Facilitation, Hiring, HR Consulting, Culture Change, Career Development, Applicant Tracking...
Education
Brigham Young University 1978 — 1980
M.Ed, Communications, Education
Brigham Young University 1978 — 1980
M.Ed, Education
Southern Utah State University 1974 — 1978
B.A, Communication
Backcountry.com June 2009 - March 2012
Fidelity Investments January 1999 - January 2009
Fidelity Investments 1999 - 2009
Maxcomm Associates January 1996 - January 1999
Intermountain Healthcare January 1991 - January 1996
Skills
Employee Relations, Employee Benefits, Performance Management, Organizational..., Succession Planning, Training, Leadership, Onboarding, Human Resources, Talent Management, Employee Engagement, Employee Training, Customer Satisfaction, Management, Call Centers, Change Management, Leadership Development, Management Development, Organizational..., Workforce Planning, Coaching, Talent Acquisition, 360 Feedback, Organizational Design, Process Improvement, Personnel Management, Deferred Compensation, Recruiting, Interviews, Executive Coaching, HRIS, Workshop Facilitation, Hiring, HR Consulting, Culture Change, Career Development, Applicant Tracking...
Education
Brigham Young University 1978 — 1980
M.Ed, Communications, Education
Brigham Young University 1978 — 1980
M.Ed, Education
Southern Utah State University 1974 — 1978
B.A, Communication
Rockford Reimer's Fidelity Investments Experience May 2010 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments September 2007 - November 2008
Keane July 1996 - August 2007
ISM-BC November 1992 - June 1996
Edge Training and Consulting February 1991 - October 1992
Overwaitea Food Group July 1987 - January 1991
Canadian Northern Shield Insurance September 1986 - July 1987
DMR & Associates October 1984 - December 1985
Education
British Columbia Institute of Technology 1982 — 1984
Diploma of Technology, Computer Systems
Fidelity Investments May 2010 - Present
Fidelity Investments September 2007 - November 2008
Keane July 1996 - August 2007
ISM-BC November 1992 - June 1996
Edge Training and Consulting February 1991 - October 1992
Overwaitea Food Group July 1987 - January 1991
Canadian Northern Shield Insurance September 1986 - July 1987
DMR & Associates October 1984 - December 1985
Education
British Columbia Institute of Technology 1982 — 1984
Diploma of Technology, Computer Systems
Scott Lane Thorsen's Fidelity Investments Experience 1996 - 2008
Job Principal Software Engineer at XTRAC Solutions, A Fidelity Investments Company
Industry Computer Software
Experience
XTRAC Solutions August 2010 - Present
MonaVie 2009 - December 2013
Fidelity Investments 1996 - 2008
Century Software January 1996 - August 1996
Jostens Learning Corporation October 1995 - December 1995
Novell October 1994 - October 1995
WordPerfect Corporation June 1989 - October 1994
Skills
Agile Methodologies, Linux, Java, C#, Visual Studio, ActionScript, XML, Test Automation, Software Project..., Scrum, SQL, Visual Basic, Integration, Software Development, Selenium, Web Services, SoapUI, TDD, NUnit
Education
Westminster College 1990 — 1992
Master of Business Administration (MBA), Management Information Systems, General
Brigham Young University 1982 — 1987
Bachelor of Arts (B.A.), Economics
XTRAC Solutions August 2010 - Present
MonaVie 2009 - December 2013
Fidelity Investments 1996 - 2008
Century Software January 1996 - August 1996
Jostens Learning Corporation October 1995 - December 1995
Novell October 1994 - October 1995
WordPerfect Corporation June 1989 - October 1994
Skills
Agile Methodologies, Linux, Java, C#, Visual Studio, ActionScript, XML, Test Automation, Software Project..., Scrum, SQL, Visual Basic, Integration, Software Development, Selenium, Web Services, SoapUI, TDD, NUnit
Education
Westminster College 1990 — 1992
Master of Business Administration (MBA), Management Information Systems, General
Brigham Young University 1982 — 1987
Bachelor of Arts (B.A.), Economics
Judd Gardner's Fidelity Investments Experience September 2012 - Present
Job Sr Risk Manager at Fidelity Investments
Industry Facilities Services
Experience
Fidelity Investments September 2012 - Present
Skills
Risk Management, Operational Risk..., Financial Risk, Financial Services, Asset Managment, Financial Analysis, Risk Assessment, Operational Risk, Enterprise Risk...
Education
Weber State University 1997 — 1999
Bachelor of Arts, Criminal Justice
Ricks College
Associates, General Studies
Fidelity Investments September 2012 - Present
Skills
Risk Management, Operational Risk..., Financial Risk, Financial Services, Asset Managment, Financial Analysis, Risk Assessment, Operational Risk, Enterprise Risk...
Education
Weber State University 1997 — 1999
Bachelor of Arts, Criminal Justice
Ricks College
Associates, General Studies
Ed Stephenson's Fidelity Investments Experience April 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments March 2015 - April 2015
Fidelity Investments January 2015 - March 2015
Fidelity Investments March 2013 - January 2015
Self Employed July 2010 - March 2014
Aflac August 2009 - July 2010
Epic Ventures January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
Skills
Portfolio Management, Due Diligence, Sales, Financial Analysis, Microsoft Office, PowerPoint, Finance, Analysis, Leadership, Customer Service, Microsoft Word, Critical Thinking, Investments, Time Management
Education
Sam Houston State University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Brigham Young University - Idaho 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments April 2015 - Present
Fidelity Investments March 2015 - April 2015
Fidelity Investments January 2015 - March 2015
Fidelity Investments March 2013 - January 2015
Self Employed July 2010 - March 2014
Aflac August 2009 - July 2010
Epic Ventures January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
Skills
Portfolio Management, Due Diligence, Sales, Financial Analysis, Microsoft Office, PowerPoint, Finance, Analysis, Leadership, Customer Service, Microsoft Word, Critical Thinking, Investments, Time Management
Education
Sam Houston State University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Brigham Young University - Idaho 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Doris Costa's Fidelity Investments Experience 1985 - 1993
Job Senior Administrative Assistant at Skanska USA Building Inc.
Industry Construction
Experience
Skanska USA Building Inc. 1999 - Present
Goldman Financial Group Inc. 1996 - 1999
Blue Cross Blue Shield of Massachusetts 1993 - 1996
Fidelity Investments 1985 - 1993
Education
Bristol Community College
Clerical Upgrading Program
Skanska USA Building Inc. 1999 - Present
Goldman Financial Group Inc. 1996 - 1999
Blue Cross Blue Shield of Massachusetts 1993 - 1996
Fidelity Investments 1985 - 1993
Education
Bristol Community College
Clerical Upgrading Program
Kevin Tavares's Fidelity Investments Experience December 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments January 2011 - December 2012
Fidelity Investments September 2009 - December 2010
Fidelity Investments May 2005 - August 2009
Fidelity Investments November 2002 - May 2005
Fidelity Investments October 2000 - November 2002
Prudential Financial June 1999 - October 2000
Education
University of Massachusetts Dartmouth 1996 — 1998
Bachelorate, Major in Finance and Minor in Economics
Bristol Community College 1993 — 1996
Associate's degree, Business Administration and Management, General
Somerset High
Somerset High
Fidelity Investments December 2012 - Present
Fidelity Investments January 2011 - December 2012
Fidelity Investments September 2009 - December 2010
Fidelity Investments May 2005 - August 2009
Fidelity Investments November 2002 - May 2005
Fidelity Investments October 2000 - November 2002
Prudential Financial June 1999 - October 2000
Education
University of Massachusetts Dartmouth 1996 — 1998
Bachelorate, Major in Finance and Minor in Economics
Bristol Community College 1993 — 1996
Associate's degree, Business Administration and Management, General
Somerset High
Somerset High
Scott Lalor's Fidelity Investments Experience 2008 - 2010
Job Sr. Product Manager Prime Now
Industry Internet
Experience
Amazon 2015 - Present
University of Notre Dame 2014 - 2015
England Logistics 2012 - 2014
Goldman Sachs 2011 - 2012
XanGo 2010 - 2011
Fidelity Investments 2008 - 2010
Skills
Accounting, Management, Financial Analysis, Corporate Finance, Finance, Financial Modeling, Start-ups, Real Estate, Microsoft Excel, Entrepreneurship, Valuation, Analysis, Organization &..., Leadership, Economics, Mergers & Acquisitions, Forecasting, Due Diligence, Credit, Strategic Planning, Risk Management, Business Planning, Strategic Financial..., Business Strategy, Series 7, Series 63
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.74 GPA
Brigham Young University 2005 — 2010
B.S., Economics
Amazon 2015 - Present
University of Notre Dame 2014 - 2015
England Logistics 2012 - 2014
Goldman Sachs 2011 - 2012
XanGo 2010 - 2011
Fidelity Investments 2008 - 2010
Skills
Accounting, Management, Financial Analysis, Corporate Finance, Finance, Financial Modeling, Start-ups, Real Estate, Microsoft Excel, Entrepreneurship, Valuation, Analysis, Organization &..., Leadership, Economics, Mergers & Acquisitions, Forecasting, Due Diligence, Credit, Strategic Planning, Risk Management, Business Planning, Strategic Financial..., Business Strategy, Series 7, Series 63
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.74 GPA
Brigham Young University 2005 — 2010
B.S., Economics
Timothy Andrus, CFP®'s Fidelity Investments Experience 2014 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Education
Brigham Young University
Bachelor of Science (BS), Economics
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Education
Brigham Young University
Bachelor of Science (BS), Economics
William Bohensky's Fidelity Investments Experience May 2006 - July 2007
Job Regional Sales DirectorSouthwest at Eaton Vance
Industry Financial Services
Experience
Eaton Vance July 2012 - Present
ING Investment Management December 2011 - August 2012
MFS Investment Management May 2008 - December 2011
Columbia Management July 2007 - April 2008
Fidelity Investments May 2006 - July 2007
Skills
Series 6, Series 7, Series 63
Education
Bryant University 2004 — 2006
Bachelor of Science, Business Administration, Finance
Bristol Community College 2002 — 2004
Associates Degree, Business Administration
Eaton Vance July 2012 - Present
ING Investment Management December 2011 - August 2012
MFS Investment Management May 2008 - December 2011
Columbia Management July 2007 - April 2008
Fidelity Investments May 2006 - July 2007
Skills
Series 6, Series 7, Series 63
Education
Bryant University 2004 — 2006
Bachelor of Science, Business Administration, Finance
Bristol Community College 2002 — 2004
Associates Degree, Business Administration
Scott Stowell's Fidelity Investments Experience August 2006 - June 2008
Job Team Manager Associate at Goldman Sachs, Private Wealth Management
Industry Financial Services
Experience
Goldman Sachs June 2008 - Present
Fidelity Investments August 2006 - June 2008
Zions Bank August 2005 - August 2006
Skills
Financial Analysis, Microsoft Excel, Business Strategy, Project Management, Microsoft Office, Internal Controls, PowerPoint, Program Management, Business Development, Retail Banking, Customer Service, Investments, Private Equity, Valuation, Process Improvement, Financial Services, Leadership, Operations Management, Series 7, Business Process..., Risk Management, Series 63, Banking, Hedge Funds, Team Building, Coaching, Alternative Investments, Wealth Management..., Trading, Finance, Asset Management, Securities, Equities, Portfolio Management, Mutual Funds, Business Planning, Teamwork, Entrepreneurship, Start-ups, Investment Strategies, Data Analysis, Fund Of Funds, Management, Wealth Management, Investment Banking, Strategic Planning, Microsoft Word, Sales, Financial Modeling
Education
Weber State University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2001 — 2006
Bachelor of Arts (B.A.), Economics
Goldman Sachs June 2008 - Present
Fidelity Investments August 2006 - June 2008
Zions Bank August 2005 - August 2006
Skills
Financial Analysis, Microsoft Excel, Business Strategy, Project Management, Microsoft Office, Internal Controls, PowerPoint, Program Management, Business Development, Retail Banking, Customer Service, Investments, Private Equity, Valuation, Process Improvement, Financial Services, Leadership, Operations Management, Series 7, Business Process..., Risk Management, Series 63, Banking, Hedge Funds, Team Building, Coaching, Alternative Investments, Wealth Management..., Trading, Finance, Asset Management, Securities, Equities, Portfolio Management, Mutual Funds, Business Planning, Teamwork, Entrepreneurship, Start-ups, Investment Strategies, Data Analysis, Fund Of Funds, Management, Wealth Management, Investment Banking, Strategic Planning, Microsoft Word, Sales, Financial Modeling
Education
Weber State University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2001 — 2006
Bachelor of Arts (B.A.), Economics
Joseph Markowski's Fidelity Investments Experience 1984 - 1999
Job Chief Engineer at Chelsea Soldiers Home
Industry Facilities Services
Experience
Chelsea Soldiers Home September 2006 - Present
Comm of Mass Lemuel Shattuck Hospital , Boston, MA November 2001 - September 2006
Globix Inc. May 2000 - May 2001
Fidelity Investments Boston, MA January 1982 - May 1999
Fidelity Investments 1984 - 1999
Brigham and Womens Hospital, Boston,MA August 1979 - August 1989
Union - Trusedale Hospital Fall River, MA May 1974 - August 1979
US Navy September 1970 - September 1973
Skills
Generators, HVAC, Boilers, Energy Management, Facilities Management, Preventive Maintenance, Engineering, Energy Conservation, Energy, Construction Management, Supervisory Skills, Pumps, Operations Management, Commissioning, Team Building, Operation, Inspection, Maintenance Management, Power Plant Operations, Problem Solving, Project Planning, Building Automation, Cooling, Steam, Air Conditioning, Power Generation, Piping, Maintenance & Repair, Cooling Water, Power Plants, Refrigeration, Factory, Heating, Project Engineering, Water, Building Management..., Energy Efficiency, Energy Audits, Electricians, Steam Boilers, Plumbing, Facilities Operations, Certified Energy Manager, Cogeneration
Education
Bristol Community College 1980 — 1985
AS. Mech. Techology, Mechanical Engineering
Chelsea Soldiers Home September 2006 - Present
Comm of Mass Lemuel Shattuck Hospital , Boston, MA November 2001 - September 2006
Globix Inc. May 2000 - May 2001
Fidelity Investments Boston, MA January 1982 - May 1999
Fidelity Investments 1984 - 1999
Brigham and Womens Hospital, Boston,MA August 1979 - August 1989
Union - Trusedale Hospital Fall River, MA May 1974 - August 1979
US Navy September 1970 - September 1973
Skills
Generators, HVAC, Boilers, Energy Management, Facilities Management, Preventive Maintenance, Engineering, Energy Conservation, Energy, Construction Management, Supervisory Skills, Pumps, Operations Management, Commissioning, Team Building, Operation, Inspection, Maintenance Management, Power Plant Operations, Problem Solving, Project Planning, Building Automation, Cooling, Steam, Air Conditioning, Power Generation, Piping, Maintenance & Repair, Cooling Water, Power Plants, Refrigeration, Factory, Heating, Project Engineering, Water, Building Management..., Energy Efficiency, Energy Audits, Electricians, Steam Boilers, Plumbing, Facilities Operations, Certified Energy Manager, Cogeneration
Education
Bristol Community College 1980 — 1985
AS. Mech. Techology, Mechanical Engineering
Paul Shirley's Fidelity Investments Experience September 1993 - June 2012
Job Vice President/Branch Manager
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Fidelity Investments September 1993 - June 2012
Skills
Series 63, Series 7, Mutual Funds, Securities, Equities, Fixed Income, Retirement Planning, Options, Investments, Financial Advisory, series 9, series 10, series 66
Education
Cornell University 1991 — 1993
Bachelor's degree, Business Management & Marketing
Ricks College
Associate's degree, General Studies
Charles Schwab June 2012 - Present
Fidelity Investments September 1993 - June 2012
Skills
Series 63, Series 7, Mutual Funds, Securities, Equities, Fixed Income, Retirement Planning, Options, Investments, Financial Advisory, series 9, series 10, series 66
Education
Cornell University 1991 — 1993
Bachelor's degree, Business Management & Marketing
Ricks College
Associate's degree, General Studies
Rhett Cleverly's Fidelity Investments Experience January 2000 - December 2004
Job Financial Advisor/Chief Underwriter Group Insurance/Senior Management
Industry Insurance
Experience
World Financial Group (WFG) February 2014 - Present
WMI Mutual Insurance Company April 2007 - Present
Beneficial Financial Group January 2005 - February 2007
Fidelity Investments January 2000 - December 2004
Deseret Mutual Benefit Administrators January 1997 - January 2000
Weber State University January 1995 - January 1997
Mountain Land Rehabilitation January 1994 - January 1996
Ricks College January 1993 - January 1994
Skills
Insurance, Risk Management, Underwriting, Team Building, Problem Solving, Risk Analysis, Health, Policy, Excel, Process Improvement, Microsoft Office, Operations Management, Analysis, Word, PowerPoint, Team Leadership, Health Insurance, Data Analysis, Life Insurance, Leadership, Customer Service, Management, Finance, Project Management, Marketing, Strategic Planning, Training, Financial Analysis, Investments, Financial Planning, Financial Services, Small Business, Program Management, Business Planning, Sales, Retirement Planning, Term Life Insurance, Fixed Annuities, Leadership Development, Claim, Portfolio Management, Coaching, Time Management, Financial Risk, Project Planning, Marketing Strategy
Education
University of Phoenix 2002 — 2004
MBA, Business Administration and Management, General, 3.8 GPA
Weber State University 1994 — 1997
BS, Sports Medicine, Health Promotion and, Psychology, 3.6 GPA
Brigham Young University - Idaho 1990 — 1994
AS, Health Science, 3.4 GPA
Bountiful High 1988 — 1990
World Financial Group (WFG) February 2014 - Present
WMI Mutual Insurance Company April 2007 - Present
Beneficial Financial Group January 2005 - February 2007
Fidelity Investments January 2000 - December 2004
Deseret Mutual Benefit Administrators January 1997 - January 2000
Weber State University January 1995 - January 1997
Mountain Land Rehabilitation January 1994 - January 1996
Ricks College January 1993 - January 1994
Skills
Insurance, Risk Management, Underwriting, Team Building, Problem Solving, Risk Analysis, Health, Policy, Excel, Process Improvement, Microsoft Office, Operations Management, Analysis, Word, PowerPoint, Team Leadership, Health Insurance, Data Analysis, Life Insurance, Leadership, Customer Service, Management, Finance, Project Management, Marketing, Strategic Planning, Training, Financial Analysis, Investments, Financial Planning, Financial Services, Small Business, Program Management, Business Planning, Sales, Retirement Planning, Term Life Insurance, Fixed Annuities, Leadership Development, Claim, Portfolio Management, Coaching, Time Management, Financial Risk, Project Planning, Marketing Strategy
Education
University of Phoenix 2002 — 2004
MBA, Business Administration and Management, General, 3.8 GPA
Weber State University 1994 — 1997
BS, Sports Medicine, Health Promotion and, Psychology, 3.6 GPA
Brigham Young University - Idaho 1990 — 1994
AS, Health Science, 3.4 GPA
Bountiful High 1988 — 1990
Joseph M. Markowski's Fidelity Investments Experience January 1982 - August 1999
Job Chief Engineeer for the Chelsea Soldiers Home,Chelsea, Ma.
Industry Facilities Services
Experience
Chelsea Soldiers Home September 2006 - Present
Lawrence Memorial Hospital, Medford, Ma. February 1982 - Present
Shattuck Hospital November 2001 - September 2006
Carney Hospital May 2001 - August 2003
Globex August 2000 - June 2001
Exodus Communications August 1999 - August 2000
Fidelity Investments January 1982 - August 1999
Brigham and Women's Hospital July 1979 - August 1989
Trusdale - Union Hospital May 1974 - July 1979
US Navy September 1970 - October 1973
Skills
Power Plant Operations, Energy Management, Data Center..., HVAC, Boilers, Troubleshooting, Steam, Power Plants, Commissioning, Engineering, Factory, Facilities Management, Maintenance Management, Pumps, HVAC Controls, Refrigeration, Energy Conservation, Power Generation, Welding, Water, Maintenance & Repair, Construction, Preventive Maintenance, Supervisory Skills, Facilities Operations, Plant Operations, Cooling Towers, Building Automation, Energy Audits, Electricians, Energy Efficiency, Building Maintenance, Plumbing, Steam Boilers, Building Management..., Generators, Cogeneration, Water Treatment, Electricity, Cooling Water, Air Conditioning, Steam Turbines
Education
Technology Learning Center 2002 — 2002
1st Class Engineers license prep., 3.8
Peterson School of Steam Engineering 1974 — 2000
All grades of Steam Plant operations Comm. of Ma., Steam plant and HVAC operations and licensure
Bristol Community College 1978 — 1981
ASME, Mechincial Engineering Techology
Chelsea Soldiers Home September 2006 - Present
Lawrence Memorial Hospital, Medford, Ma. February 1982 - Present
Shattuck Hospital November 2001 - September 2006
Carney Hospital May 2001 - August 2003
Globex August 2000 - June 2001
Exodus Communications August 1999 - August 2000
Fidelity Investments January 1982 - August 1999
Brigham and Women's Hospital July 1979 - August 1989
Trusdale - Union Hospital May 1974 - July 1979
US Navy September 1970 - October 1973
Skills
Power Plant Operations, Energy Management, Data Center..., HVAC, Boilers, Troubleshooting, Steam, Power Plants, Commissioning, Engineering, Factory, Facilities Management, Maintenance Management, Pumps, HVAC Controls, Refrigeration, Energy Conservation, Power Generation, Welding, Water, Maintenance & Repair, Construction, Preventive Maintenance, Supervisory Skills, Facilities Operations, Plant Operations, Cooling Towers, Building Automation, Energy Audits, Electricians, Energy Efficiency, Building Maintenance, Plumbing, Steam Boilers, Building Management..., Generators, Cogeneration, Water Treatment, Electricity, Cooling Water, Air Conditioning, Steam Turbines
Education
Technology Learning Center 2002 — 2002
1st Class Engineers license prep., 3.8
Peterson School of Steam Engineering 1974 — 2000
All grades of Steam Plant operations Comm. of Ma., Steam plant and HVAC operations and licensure
Bristol Community College 1978 — 1981
ASME, Mechincial Engineering Techology
Caleb Clayton's Fidelity Investments Experience September 2012 - Present
Job College Planning Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Skills
Teamwork, Finance, Series 7, Series 63, Employee Training
Education
Brigham Young University - Idaho 2009 — 2012
Associate's Degree, General Studies
Fidelity Investments September 2012 - Present
Skills
Teamwork, Finance, Series 7, Series 63, Employee Training
Education
Brigham Young University - Idaho 2009 — 2012
Associate's Degree, General Studies
Steven Linford's Fidelity Investments Experience January 2014 - Present
Job Associate Systems Services Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2014 - Present
Skills
Java, Linux, Windows, Portuguese, JavaScript, HTML + CSS, SQL, Mainframe, Control-M, Batch Processing
Education
BYU-Idaho 2010 — 2013
Bachelors of Science, Computer Information Technology
Fidelity Investments January 2014 - Present
Skills
Java, Linux, Windows, Portuguese, JavaScript, HTML + CSS, SQL, Mainframe, Control-M, Batch Processing
Education
BYU-Idaho 2010 — 2013
Bachelors of Science, Computer Information Technology
Bradley Nielson's Fidelity Investments Experience January 2014 - Present
Job SelfDirected Brokerage Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Education
Brigham Young University - Idaho 2010 — 2012
Fidelity Investments January 2014 - Present
Education
Brigham Young University - Idaho 2010 — 2012
Jenilyn Su'a's Fidelity Investments Experience May 2007 - December 2007
Job Counselor at West Ridge Academy
Industry Health, Wellness and Fitness
Experience
Salt Lake Community College March 2012 - Present
West Ridge Academy January 2010 - Present
Salt Lake County August 2008 - December 2008
Fidelity Investments May 2007 - December 2007
Skills
Communication, Public Speaking, Public Relations, Student Counseling, Cpr Certified, First Aid Certified, Wilderness First Aid, Wilderness Therapy, Social Networking, Internet Savvy, Real Estate License
Education
BYU Hawaii
Bachelor of Arts (B.A.), Communication, General
BYU-Idaho
Salt Lake Community College March 2012 - Present
West Ridge Academy January 2010 - Present
Salt Lake County August 2008 - December 2008
Fidelity Investments May 2007 - December 2007
Skills
Communication, Public Speaking, Public Relations, Student Counseling, Cpr Certified, First Aid Certified, Wilderness First Aid, Wilderness Therapy, Social Networking, Internet Savvy, Real Estate License
Education
BYU Hawaii
Bachelor of Arts (B.A.), Communication, General
BYU-Idaho
Naomi Simmons's Fidelity Investments Experience January 1992 - April 1995
Job
Industry Computer Software
Experience
BNY Mellon May 1995 - Present
Fidelity Investments January 1992 - April 1995
Safety Insurance January 1991 - January 1992
Education
Barbara Brennan School of Healing 1998 — 2002
Brennan Healing Science Practitioner
Bristol Community College 1979 — 1981
Associate's degree, Computer Science
BNY Mellon May 1995 - Present
Fidelity Investments January 1992 - April 1995
Safety Insurance January 1991 - January 1992
Education
Barbara Brennan School of Healing 1998 — 2002
Brennan Healing Science Practitioner
Bristol Community College 1979 — 1981
Associate's degree, Computer Science
John Farar, CFP®'s Fidelity Investments Experience December 2013 - Present
Job Workplace Planning & Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments February 2012 - December 2013
Fidelity Investments April 2009 - January 2012
Fidelity Investments February 2007 - February 2009
Fidelity Investments January 2006 - January 2007
Fidelity Investments September 2005 - January 2006
Fidelity Investments March 2004 - September 2005
Fidelity Investments February 2001 - March 2004
Skills
Certified Financial...
Education
Weber State University
Bachelor of Business Administration (BBA)
Brigham Young University - Idaho
Associate's degree, Business Administration and Management, General
Fidelity Investments December 2013 - Present
Fidelity Investments February 2012 - December 2013
Fidelity Investments April 2009 - January 2012
Fidelity Investments February 2007 - February 2009
Fidelity Investments January 2006 - January 2007
Fidelity Investments September 2005 - January 2006
Fidelity Investments March 2004 - September 2005
Fidelity Investments February 2001 - March 2004
Skills
Certified Financial...
Education
Weber State University
Bachelor of Business Administration (BBA)
Brigham Young University - Idaho
Associate's degree, Business Administration and Management, General
Spencer Houtz's Fidelity Investments Experience April 2011 - Present
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2011 - Present
Verizon Wireless May 2009 - January 2011
Education
Brigham Young University 2005 — 2009
Bachelor of Arts (BA), Linguistics
Fidelity Investments April 2011 - Present
Verizon Wireless May 2009 - January 2011
Education
Brigham Young University 2005 — 2009
Bachelor of Arts (BA), Linguistics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank