Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Michael Zirpolo Michael Zirpolo's Fidelity Investments Experience July 2014 - Present
Job Technical Analyst at Mass. Eye and Ear
Industry Information Technology and Services
Experience
Mass. Eye and Ear May 2015 - Present
Brigham and Women's Hospital February 2015 - Present
Fidelity Investments July 2014 - Present
Enterprise Rent-A-Car October 2012 - February 2014
Thrifty Car & Van Rental May 2012 - September 2012
Skills
Computer Hardware, Information Technology, Research, Troubleshooting, Windows 7, XP/Vista/7, HP Service Manager, SharePoint, Rumba, Software Documentation, Team Leadership, Testing
Education
Cambridge College 2014 — 2015
Bachelor of Applied Science (BSc), Information Technology, Senior
Bunker Hill Community College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Radiologic Technology/Science - Radiographer
Mass. Eye and Ear May 2015 - Present
Brigham and Women's Hospital February 2015 - Present
Fidelity Investments July 2014 - Present
Enterprise Rent-A-Car October 2012 - February 2014
Thrifty Car & Van Rental May 2012 - September 2012
Skills
Computer Hardware, Information Technology, Research, Troubleshooting, Windows 7, XP/Vista/7, HP Service Manager, SharePoint, Rumba, Software Documentation, Team Leadership, Testing
Education
Cambridge College 2014 — 2015
Bachelor of Applied Science (BSc), Information Technology, Senior
Bunker Hill Community College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Radiologic Technology/Science - Radiographer
Steven Tyler Steven Tyler's Fidelity Investments Experience May 2013 - August 2013
Job Client Account Associate at Archway Technology Partners, LLC
Industry Information Technology and Services
Experience
Archway Technology Partners, LLC June 2015 - Present
KSM Consulting November 2013 - May 2015
Butler University February 2013 - November 2013
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Skills
Social Media, Leadership, Microsoft Office, Event Planning, Management, Spanish, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Project Management, Social Networking, Fundraising, Data Analysis, Time Management, Community Outreach, Teamwork, KPI Dashboards, KPI Reports, Event Management, Government Contracting, Budget Analysis
Education
Butler University 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Spanish, 3.75 GPA Cum Laude with Honors
Masconomet Regional High School 2006 — 2010
GED
Archway Technology Partners, LLC June 2015 - Present
KSM Consulting November 2013 - May 2015
Butler University February 2013 - November 2013
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Skills
Social Media, Leadership, Microsoft Office, Event Planning, Management, Spanish, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Project Management, Social Networking, Fundraising, Data Analysis, Time Management, Community Outreach, Teamwork, KPI Dashboards, KPI Reports, Event Management, Government Contracting, Budget Analysis
Education
Butler University 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Spanish, 3.75 GPA Cum Laude with Honors
Masconomet Regional High School 2006 — 2010
GED
Alaina Kenney's Fidelity Investments Experience August 2014 - Present
Job National Console Planning Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments May 2012 - August 2014
Clowes Memorial Hall September 2008 - May 2012
Shaw's Supermarkets March 2006 - January 2012
Northeast Utilities May 2010 - August 2011
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Time Management, Teamwork, Statistics, Customer Service, IEX Total View
Education
Butler University 2008 — 2012
BS, Actuarial Science
Fidelity Investments August 2014 - Present
Fidelity Investments May 2012 - August 2014
Clowes Memorial Hall September 2008 - May 2012
Shaw's Supermarkets March 2006 - January 2012
Northeast Utilities May 2010 - August 2011
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Time Management, Teamwork, Statistics, Customer Service, IEX Total View
Education
Butler University 2008 — 2012
BS, Actuarial Science
Jessiah Sirbaugh Jessiah Sirbaugh's Fidelity Investments Experience December 2014 - Present
Job Web Protagonist
Industry Information Technology and Services
Experience
Fidelity Investments December 2014 - Present
Sinclair August 2012 - December 2014
Caldwell Community College March 2012 - August 2012
The Mosquito Authority November 2011 - March 2012
Verizon Wireless August 2007 - September 2011
Skills
HTML 5, CSS3, CSS, JavaScript, Dreamweaver, Magento, Web Content, Troubleshooting, XHTML, jQuery, Android, Java, Visual Studio, Microsoft SQL Server, SQL, WordPress, PHP, HTML5, Eclipse, C#, Photoshop, Illustrator, After Effects, Web Development, HTML, Git, Ubuntu, User Interface, Linux, XML, User Experience
Education
Caldwell Community College and Technical Institute 2009 — 2012
Associates of Science, Computer Programming
Edison Community College 1996 — 1999
Associates of Arts, Communications
Fidelity Investments December 2014 - Present
Sinclair August 2012 - December 2014
Caldwell Community College March 2012 - August 2012
The Mosquito Authority November 2011 - March 2012
Verizon Wireless August 2007 - September 2011
Skills
HTML 5, CSS3, CSS, JavaScript, Dreamweaver, Magento, Web Content, Troubleshooting, XHTML, jQuery, Android, Java, Visual Studio, Microsoft SQL Server, SQL, WordPress, PHP, HTML5, Eclipse, C#, Photoshop, Illustrator, After Effects, Web Development, HTML, Git, Ubuntu, User Interface, Linux, XML, User Experience
Education
Caldwell Community College and Technical Institute 2009 — 2012
Associates of Science, Computer Programming
Edison Community College 1996 — 1999
Associates of Arts, Communications
Jaequan Gainey Jaequan Gainey's Fidelity Investments Experience January 2013 - July 2013
Job Service Desk Technician at Computershare
Industry Information Technology and Services
Experience
Computershare April 2014 - Present
Haemonetics September 2013 - April 2014
Fidelity Investments January 2013 - July 2013
Road to Responsibility March 2011 - June 2013
Marshalls Department Store September 2009 - January 2011
Dunkin Donuts October 2007 - June 2008
Skills
Microsoft Office, Windows 7, Windows XP Pro, Problem Solving, Troubleshooting, Customer Service, Works well in a team, Works well individually, Desktop Deployment, Laptops, Desktop Computers, Internet, Retail, Computer Hardware, Outlook, Windows Vista, Management
Education
Cambridge College 2012 — 2016
Bachelor of Science, Business Management
Year Up, Inc 2012 — 2013
Cisco Certification, Information Technology
Bunker Hill Community College 2009 — 2012
Information Technology
Computershare April 2014 - Present
Haemonetics September 2013 - April 2014
Fidelity Investments January 2013 - July 2013
Road to Responsibility March 2011 - June 2013
Marshalls Department Store September 2009 - January 2011
Dunkin Donuts October 2007 - June 2008
Skills
Microsoft Office, Windows 7, Windows XP Pro, Problem Solving, Troubleshooting, Customer Service, Works well in a team, Works well individually, Desktop Deployment, Laptops, Desktop Computers, Internet, Retail, Computer Hardware, Outlook, Windows Vista, Management
Education
Cambridge College 2012 — 2016
Bachelor of Science, Business Management
Year Up, Inc 2012 — 2013
Cisco Certification, Information Technology
Bunker Hill Community College 2009 — 2012
Information Technology
Angela Oberg Angela Oberg's Fidelity Investments Experience March 2015 - Present
Job Financial Representative
Industry Investment Banking
Experience
Fidelity Investments March 2015 - Present
Bank of the West/BancWest Investment Services August 2007 - August 2014
Bank of the West/BancWest Investment Services January 2005 - July 2007
Bank of the West/BancWest Investment Services October 2003 - December 2004
Bank of the West/BancWest Investment Services June 2001 - September 2003
Skills
Employee Engagement, Finance, Investments, Management Consulting, Mutual Funds, Training, Policy, Program Management, Sales, Strategy, Risk Management, Banking, Wealth Management, Financial Services, Management, Securities, Series 7, Series 63, Portfolio Management
Education
California State University-East Bay 1996 — 2000
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Fidelity Investments March 2015 - Present
Bank of the West/BancWest Investment Services August 2007 - August 2014
Bank of the West/BancWest Investment Services January 2005 - July 2007
Bank of the West/BancWest Investment Services October 2003 - December 2004
Bank of the West/BancWest Investment Services June 2001 - September 2003
Skills
Employee Engagement, Finance, Investments, Management Consulting, Mutual Funds, Training, Policy, Program Management, Sales, Strategy, Risk Management, Banking, Wealth Management, Financial Services, Management, Securities, Series 7, Series 63, Portfolio Management
Education
California State University-East Bay 1996 — 2000
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Christopher Stellar's Fidelity Investments Experience September 2012 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Northwestern Mutual August 2011 - September 2012
Kottke Associates September 2009 - July 2011
The Office of Sam Blakeslee September 2008 - June 2009
Skills
Fluent in Spanish, Day Trading, Financial Advisory, Risk Management, Wealth Accumulation, Retirement Solutions, Financial Planning, Insurance
Education
Cal Poly San Luis Obispo 2005 — 2009
BA, Political Science, Economics
Universitat Autònoma de Barcelona 2007 — 2007
Certificate, International Business
Fidelity Investments September 2012 - Present
Northwestern Mutual August 2011 - September 2012
Kottke Associates September 2009 - July 2011
The Office of Sam Blakeslee September 2008 - June 2009
Skills
Fluent in Spanish, Day Trading, Financial Advisory, Risk Management, Wealth Accumulation, Retirement Solutions, Financial Planning, Insurance
Education
Cal Poly San Luis Obispo 2005 — 2009
BA, Political Science, Economics
Universitat Autònoma de Barcelona 2007 — 2007
Certificate, International Business
David Farnham David Farnham's Fidelity Investments Experience July 2013 - Present
Job Director, Oracle Database/Application Management and Platform Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Skills
SDLC, Oracle, Oracle Applications, Vendor Management, Requirements Analysis, Business Analysis, Software Development, Process Improvement, Integration, Software Project..., Enterprise Architecture, Agile Methodologies, Program Management, IT Strategy, Management, Systems Analysis, PMP, IT Management, ITIL, Data Warehousing, Outsourcing, Project Management, Business Process..., Solution Architecture, Business Requirements, Databases, IT Service Management, Business Process
Education
University of La Verne
MBA, Business Administration
California State Polytechnic University-Pomona
Bachelor of Science, Computer Information Systems
Fidelity Investments July 2013 - Present
Skills
SDLC, Oracle, Oracle Applications, Vendor Management, Requirements Analysis, Business Analysis, Software Development, Process Improvement, Integration, Software Project..., Enterprise Architecture, Agile Methodologies, Program Management, IT Strategy, Management, Systems Analysis, PMP, IT Management, ITIL, Data Warehousing, Outsourcing, Project Management, Business Process..., Solution Architecture, Business Requirements, Databases, IT Service Management, Business Process
Education
University of La Verne
MBA, Business Administration
California State Polytechnic University-Pomona
Bachelor of Science, Computer Information Systems
Darina Pogodina's Fidelity Investments Experience September 2012 - December 2012
Job Catering Sales Manager at Landry's Restaurants
Industry Hospitality
Experience
Landry's Restaurants January 2015 - Present
Landry's Restaurants December 2014 - Present
Landry's Restaurants October 2014 - December 2014
Landry's Restaurants March 2014 - October 2014
Landry's Restaurants June 2011 - September 2014
BostonCoach May 2013 - April 2014
Fidelity Investments September 2012 - December 2012
Bunker Hill Community College June 2012 - December 2012
NXTevent August 2011 - December 2011
Skills
Microsoft Excel, Windows Movie Maker, Marketing, Management, Social Media, Fundraising, Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Public Speaking, Microsoft Word, Time Management, Leadership, Marketing Communications, Research, Sales, Non-profits, Budgets, Marketing Strategy, Nonprofits, Hospitality Management, Restaurants, Hospitality, Corporate Events, Training, Team Leadership, Leadership Development, Hospitality Industry, Outlook, Facebook, Community Outreach, Teamwork, Food & Beverage, PowerPoint, Catering, Event Planning, Hotels, Event Management, Meeting Planning, Data Entry, Bartending
Education
Bunker Hill Community College 2010 — 2012
Associate's degree, Meeting and Event Planning
DrinkMaster Bartending School 2011 — 2011
Certificate
Moscow Pedagogical State University 2005 — 2010
Bachelor's degree, History
Landry's Restaurants January 2015 - Present
Landry's Restaurants December 2014 - Present
Landry's Restaurants October 2014 - December 2014
Landry's Restaurants March 2014 - October 2014
Landry's Restaurants June 2011 - September 2014
BostonCoach May 2013 - April 2014
Fidelity Investments September 2012 - December 2012
Bunker Hill Community College June 2012 - December 2012
NXTevent August 2011 - December 2011
Skills
Microsoft Excel, Windows Movie Maker, Marketing, Management, Social Media, Fundraising, Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Public Speaking, Microsoft Word, Time Management, Leadership, Marketing Communications, Research, Sales, Non-profits, Budgets, Marketing Strategy, Nonprofits, Hospitality Management, Restaurants, Hospitality, Corporate Events, Training, Team Leadership, Leadership Development, Hospitality Industry, Outlook, Facebook, Community Outreach, Teamwork, Food & Beverage, PowerPoint, Catering, Event Planning, Hotels, Event Management, Meeting Planning, Data Entry, Bartending
Education
Bunker Hill Community College 2010 — 2012
Associate's degree, Meeting and Event Planning
DrinkMaster Bartending School 2011 — 2011
Certificate
Moscow Pedagogical State University 2005 — 2010
Bachelor's degree, History
Samantha Pierre-Noel Samantha Pierre-Noel's Fidelity Investments Experience August 2011 - January 2012
Job Customer Service at Tedeschi Food Shops, Inc.
Industry Business Supplies and Equipment
Experience
US Army March 2014 - Present
Tedeschi Food Shops, Inc. August 2012 - May 2013
Fidelity Investments August 2011 - January 2012
Year Up March 2011 - January 2012
Skills
Technical Support, Information Technology, IT Operations, Wireless Networking, Technical Training, IT Strategy, Data Center, Technical Analysis, Network Engineering, Laptops, Help Desk Support, Windows 7, Training, Databases, Microsoft Excel, Public Speaking
Education
Bunker Hill Community College 2012 — 2014
Engineer's degree, Computer Science
Cambridge College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
US Army March 2014 - Present
Tedeschi Food Shops, Inc. August 2012 - May 2013
Fidelity Investments August 2011 - January 2012
Year Up March 2011 - January 2012
Skills
Technical Support, Information Technology, IT Operations, Wireless Networking, Technical Training, IT Strategy, Data Center, Technical Analysis, Network Engineering, Laptops, Help Desk Support, Windows 7, Training, Databases, Microsoft Excel, Public Speaking
Education
Bunker Hill Community College 2012 — 2014
Engineer's degree, Computer Science
Cambridge College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tania Sikora's Fidelity Investments Experience February 1998 - December 1998
Job Patient Advocate/Nurse Case Manager at Best Doctors
Industry Medical Practice
Experience
Best Doctors August 2011 - Present
Boston PainCare Center August 2008 - August 2011
Aon Consulting/ASA Communications February 2000 - February 2002
TD Bank Group/TD Waterhouse October 1999 - January 2000
Design Matters Inc! June 1999 - September 1999
Ernst & Young March 1999 - June 1999
Fidelity Investments February 1998 - December 1998
LPL Financial August 1995 - August 1997
Education
UMass Boston 2011 — 2013
BSN, Nursing
Bunker Hill Community College 2005 — 2007
ASN, Nursing
UMass Dartmouth 1991 — 1995
BFA, Visual Design/Letterform
Best Doctors August 2011 - Present
Boston PainCare Center August 2008 - August 2011
Aon Consulting/ASA Communications February 2000 - February 2002
TD Bank Group/TD Waterhouse October 1999 - January 2000
Design Matters Inc! June 1999 - September 1999
Ernst & Young March 1999 - June 1999
Fidelity Investments February 1998 - December 1998
LPL Financial August 1995 - August 1997
Education
UMass Boston 2011 — 2013
BSN, Nursing
Bunker Hill Community College 2005 — 2007
ASN, Nursing
UMass Dartmouth 1991 — 1995
BFA, Visual Design/Letterform
Sadie Jordan Sadie Jordan's Fidelity Investments Experience January 2013 - May 2013
Job Southern Africa Country Specialist Audley Travel
Industry Leisure, Travel & Tourism
Experience
Audley Travel November 2013 - Present
Bank of America June 2013 - November 2013
Fidelity Investments January 2013 - May 2013
Thomson Safaris November 2011 - January 2013
Skills
Event Planning, Social Networking, Networking, Negotiation, Contract Negotiation, Community Outreach, Marketing Communications, Communication, Community Development, Diversity & Inclusion, Sabre, Microsoft Office, Public Speaking, Public Relations, Mentoring, Menu Engineering, Client Relations Skills, Crisis Management, Critical Thinking, Time Management, Opera, FileMaker, Teamwork, Administrative..., Event Management, Customer Service, Access, Administration, Fundraising, Human Resources
Education
Bunker Hill Community College 2011 — 2013
Cambridge Rindge and Latin
Audley Travel November 2013 - Present
Bank of America June 2013 - November 2013
Fidelity Investments January 2013 - May 2013
Thomson Safaris November 2011 - January 2013
Skills
Event Planning, Social Networking, Networking, Negotiation, Contract Negotiation, Community Outreach, Marketing Communications, Communication, Community Development, Diversity & Inclusion, Sabre, Microsoft Office, Public Speaking, Public Relations, Mentoring, Menu Engineering, Client Relations Skills, Crisis Management, Critical Thinking, Time Management, Opera, FileMaker, Teamwork, Administrative..., Event Management, Customer Service, Access, Administration, Fundraising, Human Resources
Education
Bunker Hill Community College 2011 — 2013
Cambridge Rindge and Latin
David Stiver David Stiver's Fidelity Investments Experience October 2014 - November 2014
Job Mortgage loan originator at PrimeLending NMLS #13649
Industry Financial Services
Experience
PrimeLending November 2014 - Present
Fidelity Investments October 2014 - November 2014
Fidelity March 2014 - October 2014
Capital One June 2010 - October 2013
Bank of America June 2007 - October 2009
Landsafe Appraisal February 2005 - June 2007
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Residential Mortgages, Refinance, Financial Services, FHA, Credit Analysis, VA loans, Investments, Risk Management, Underwriting, Portfolio Management, FHA financing, Finance, Consumer Lending, Customer Service, Communication, Employee Training, Management, Computer Proficiency, Adaptability, Process Improvement, Research, Requisitions, Reporting & Analysis, Mortgage Underwriting, Mortgage Servicing, Sales
Education
University of Phoenix 2010 — 2015
Master of Business Administration (MBA), Global Economics, B
Butler County Community College 2000 — 2004
Associate's degree, General Studies, A
Sterling College 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Washburn University 2000 — 2000
PrimeLending November 2014 - Present
Fidelity Investments October 2014 - November 2014
Fidelity March 2014 - October 2014
Capital One June 2010 - October 2013
Bank of America June 2007 - October 2009
Landsafe Appraisal February 2005 - June 2007
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Residential Mortgages, Refinance, Financial Services, FHA, Credit Analysis, VA loans, Investments, Risk Management, Underwriting, Portfolio Management, FHA financing, Finance, Consumer Lending, Customer Service, Communication, Employee Training, Management, Computer Proficiency, Adaptability, Process Improvement, Research, Requisitions, Reporting & Analysis, Mortgage Underwriting, Mortgage Servicing, Sales
Education
University of Phoenix 2010 — 2015
Master of Business Administration (MBA), Global Economics, B
Butler County Community College 2000 — 2004
Associate's degree, General Studies, A
Sterling College 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Washburn University 2000 — 2000
Jeremy Enos, CFP®'s Fidelity Investments Experience September 2011 - September 2015
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments September 2011 - September 2015
Chase Investement Services Corp. January 2010 - September 2011
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Financial Services, Series 63, Series 7, 401k, Customer Service, Securities, Strategic Financial...
Education
California State University Stanislaus 2004 — 2008
BA, Economics
Fidelity Investments September 2011 - September 2015
Chase Investement Services Corp. January 2010 - September 2011
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Financial Services, Series 63, Series 7, 401k, Customer Service, Securities, Strategic Financial...
Education
California State University Stanislaus 2004 — 2008
BA, Economics
Nicholas Billeci Nicholas Billeci's Fidelity Investments Experience September 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Edward Jones June 2013 - September 2015
Center for Economic Development February 2011 - May 2013
California State University, Chico January 2011 - May 2013
Skills
Research, Mutual Funds, Insurance, Education Savings, Retirement Plan..., Individual Retirement..., Portfolio and..., Business Retirement..., Investor Education..., Equity Investments, Fixed-income Investments, Annuities, Systematic Investing
Education
California State University-Chico 2008 — 2013
Bachelor's degree, Finance, General
California State University-Chico 2008 — 2013
Bachelor's Degree, International Economics
Fidelity Investments September 2015 - Present
Edward Jones June 2013 - September 2015
Center for Economic Development February 2011 - May 2013
California State University, Chico January 2011 - May 2013
Skills
Research, Mutual Funds, Insurance, Education Savings, Retirement Plan..., Individual Retirement..., Portfolio and..., Business Retirement..., Investor Education..., Equity Investments, Fixed-income Investments, Annuities, Systematic Investing
Education
California State University-Chico 2008 — 2013
Bachelor's degree, Finance, General
California State University-Chico 2008 — 2013
Bachelor's Degree, International Economics
Paul Petro's Fidelity Investments Experience 1993 - 1997
Job Drilling Fuild Engineer at MI Swaco
Industry Oil & Energy
Experience
Adliance October 2013 - June 2014
Level 3 Communications August 2005 - September 2013
Quantif Technologies August 2003 - August 2005
Dynamic Information Systems 1999 - 2002
Leaders Professional Recruiting 1997 - 1999
Fidelity Investments 1993 - 1997
United States Marine Corps 1989 - 1993
Skills
Oracle, MS SQL Server, MySQL, Sybase, Apache, IIS, Python, Perl, PHP, Regular Expressions, Network Administration, Network Design, MapInfo, ArcGIS, FME, Linux, VoIP, Wireless, Managed Services, Ethernet, Product Management, Telecommunications, Account Management, TDM, MPLS, Salesforce.com, IP, Big Data, Unix, Networking, Recruiting, Sales, Software Development, Integration, Databases, Cloud Computing, Microsoft SQL Server, Leadership
Education
MI Swaco 2014 — 2014
Drilling Fluid Engineer
ACE Mud School 2014 — 2014
Drilling Fluid Engineer, Well Drilling/Driller, Honors Graduate
California State University-Chico 1986 — 1989
Bachelor of Computer Science, Business Applications
Adliance October 2013 - June 2014
Level 3 Communications August 2005 - September 2013
Quantif Technologies August 2003 - August 2005
Dynamic Information Systems 1999 - 2002
Leaders Professional Recruiting 1997 - 1999
Fidelity Investments 1993 - 1997
United States Marine Corps 1989 - 1993
Skills
Oracle, MS SQL Server, MySQL, Sybase, Apache, IIS, Python, Perl, PHP, Regular Expressions, Network Administration, Network Design, MapInfo, ArcGIS, FME, Linux, VoIP, Wireless, Managed Services, Ethernet, Product Management, Telecommunications, Account Management, TDM, MPLS, Salesforce.com, IP, Big Data, Unix, Networking, Recruiting, Sales, Software Development, Integration, Databases, Cloud Computing, Microsoft SQL Server, Leadership
Education
MI Swaco 2014 — 2014
Drilling Fluid Engineer
ACE Mud School 2014 — 2014
Drilling Fluid Engineer, Well Drilling/Driller, Honors Graduate
California State University-Chico 1986 — 1989
Bachelor of Computer Science, Business Applications
Damon Lee Damon Lee's Fidelity Investments Experience February 2015 - Present
Job Data Entry Associate at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments July 2014 - January 2015
Champs Sports July 2013 - August 2014
Skills
Microsoft Office, Customer Service, Teamwork, Windows 7, Cabling, Wireless Networking, Software Installation, Computer Hardware, HP Service Manager, Information Technology, Retail, Team Leadership, Outlook, Microsoft Excel
Education
Cambridge College 2014 — 2016
Bachelor's Degree, Information Technology
Bunker Hill Community College 2013 — 2014
Balfour Academy
Balfour Academy
John D. O'Bryant
John D. O'Bryant
Fidelity Investments February 2015 - Present
Fidelity Investments July 2014 - January 2015
Champs Sports July 2013 - August 2014
Skills
Microsoft Office, Customer Service, Teamwork, Windows 7, Cabling, Wireless Networking, Software Installation, Computer Hardware, HP Service Manager, Information Technology, Retail, Team Leadership, Outlook, Microsoft Excel
Education
Cambridge College 2014 — 2016
Bachelor's Degree, Information Technology
Bunker Hill Community College 2013 — 2014
Balfour Academy
Balfour Academy
John D. O'Bryant
John D. O'Bryant
Alfredo Galdamez Alfredo Galdamez's Fidelity Investments Experience November 1997 - Present
Job Operations Representative III at Fidelity Investments
Industry Printing
Experience
Fidelity Investments November 1997 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Bunker Hill Community College 1998 — 2000
Associate's degree, Business Administration
Fidelity Investments November 1997 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Bunker Hill Community College 1998 — 2000
Associate's degree, Business Administration
Peter Chmielinski Peter Chmielinski's Fidelity Investments Experience 2009 - 2011
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America October 2012 - Present
Liberty Mutual 2011 - 2012
Fidelity Investments 2009 - 2011
Fidelity Investments 2005 - 2009
Fidelity Investments 2004 - 2005
Fidelity Investments 2000 - 2004
Fidelity Investments 1993 - 2000
General Electric 1984 - 1992
Skills
PMO, Strategic Planning, Marketing Operations, Finance, CRM
Education
General Electric Financial Management Program 1984 — 1986
FMP, Business
Isenberg School of Management, UMass Amherst 1979 — 1983
BBA, Finance
California State University-Chico 1982 — 1982
National Student Exchange Program, Business
Bank of America October 2012 - Present
Liberty Mutual 2011 - 2012
Fidelity Investments 2009 - 2011
Fidelity Investments 2005 - 2009
Fidelity Investments 2004 - 2005
Fidelity Investments 2000 - 2004
Fidelity Investments 1993 - 2000
General Electric 1984 - 1992
Skills
PMO, Strategic Planning, Marketing Operations, Finance, CRM
Education
General Electric Financial Management Program 1984 — 1986
FMP, Business
Isenberg School of Management, UMass Amherst 1979 — 1983
BBA, Finance
California State University-Chico 1982 — 1982
National Student Exchange Program, Business
Brian Stovall Brian Stovall's Fidelity Investments Experience April 2007 - January 2015
Job Director, Relationship Management at NASPP
Industry Financial Services
Experience
NASPP January 2015 - Present
NASPP March 2012 - Present
NASPP October 2011 - Present
Fidelity Investments April 2007 - January 2015
NASPP 2004 - 2011
Charles Schwab 2003 - 2007
Etrade Financial 2000 - 2002
Education
Certified Equity Professional Institute
Certified Equity Professional, Equity Compensation
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor's Degree, Business Administration, Finance
College of the Sequoias 1987 — 1990
Associate's Degree, General Studies
NASPP January 2015 - Present
NASPP March 2012 - Present
NASPP October 2011 - Present
Fidelity Investments April 2007 - January 2015
NASPP 2004 - 2011
Charles Schwab 2003 - 2007
Etrade Financial 2000 - 2002
Education
Certified Equity Professional Institute
Certified Equity Professional, Equity Compensation
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor's Degree, Business Administration, Finance
College of the Sequoias 1987 — 1990
Associate's Degree, General Studies
Joseph Chingas Joseph Chingas's Fidelity Investments Experience May 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - May 2015
Fidelity Investments November 2013 - May 2014
Fidelity Investments April 2013 - November 2013
Bank of America July 2012 - April 2013
Dover Children's Home September 2011 - July 2012
UNH Housing May 2010 - July 2012
Best Buy May 2008 - August 2010
Skills
Series 7, Series 66, Retirement Income..., Investment Advisory, Relationship Management
Education
California Lutheran University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning
University of New Hampshire 2009 — 2012
Bachelor of Arts (B.A.), Psychology
New Hampshire Technical Institute 2007 — 2009
Associate of Science (A.S.), General Studies
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - May 2015
Fidelity Investments November 2013 - May 2014
Fidelity Investments April 2013 - November 2013
Bank of America July 2012 - April 2013
Dover Children's Home September 2011 - July 2012
UNH Housing May 2010 - July 2012
Best Buy May 2008 - August 2010
Skills
Series 7, Series 66, Retirement Income..., Investment Advisory, Relationship Management
Education
California Lutheran University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning
University of New Hampshire 2009 — 2012
Bachelor of Arts (B.A.), Psychology
New Hampshire Technical Institute 2007 — 2009
Associate of Science (A.S.), General Studies
Emily Bogner's Fidelity Investments Experience 2011 - 2011
Job Technical Writer at Elwood Staffing Services, Inc.
Industry Staffing and Recruiting
Experience
Self National Sales Technical WriterSOS Employment GroupSeptember 2012 - October 2014
Target January 2010 - August 2011
Fidelity Investments 2011 - 2011
Integrity Public Relations, Inc. December 2008 - May 2009
Skills
Management, Writing, Public Speaking, Communication Skills, Problem Solving, Retail, Leadership, Finance, Public Relations, Interviewing Skills, Training, Business, Customer Service, Non-profit Volunteer, Presenter, Alternative Investments, Social Media Marketing, Marketing, Social Media, Social Networking, Cold Calling, Sales, Recruiting, Competitive Analysis, Proposal Writing, Press Releases, Interviews, Communication
Education
California State University-Fullerton 2007 — 2009
Bachelor's Degree, Communications emphasis in Public Relations, Minor in Political Science, Cum Laude
California State University-Dominguez Hills
Master of Business Administration (M.B.A.), Human Resources Management
Self National Sales Technical WriterSOS Employment GroupSeptember 2012 - October 2014
Target January 2010 - August 2011
Fidelity Investments 2011 - 2011
Integrity Public Relations, Inc. December 2008 - May 2009
Skills
Management, Writing, Public Speaking, Communication Skills, Problem Solving, Retail, Leadership, Finance, Public Relations, Interviewing Skills, Training, Business, Customer Service, Non-profit Volunteer, Presenter, Alternative Investments, Social Media Marketing, Marketing, Social Media, Social Networking, Cold Calling, Sales, Recruiting, Competitive Analysis, Proposal Writing, Press Releases, Interviews, Communication
Education
California State University-Fullerton 2007 — 2009
Bachelor's Degree, Communications emphasis in Public Relations, Minor in Political Science, Cum Laude
California State University-Dominguez Hills
Master of Business Administration (M.B.A.), Human Resources Management
James Drager, PMP, CSM James Drager, PMP, CSM's Fidelity Investments Experience July 2011 - March 2014
Job Principal Project Manager at VCE, the Virtual Computing Environment Company
Industry Computer Software
Experience
VCE, the Virtual Computing Environment Company March 2014 - Present
Fidelity Investments July 2011 - March 2014
Cisco Systems August 2010 - July 2011
Aster Data Systems November 2009 - June 2010
SAS Institute April 2008 - September 2009
IFS November 2006 - April 2008
Freeman Associates Investment Management October 2005 - September 2006
Washington Mutual April 2003 - June 2005
Financial Profiles September 2002 - March 2003
HNC Software February 1996 - September 2002
Skills
SaaS, Agile Methodologies, Requirements Analysis, Business Intelligence, Program Management, Software Project..., Enterprise Software, Software Development, SDLC, Business Analysis, Project Management, Professional Services, Integration, SQL, Product Management, Risk Management, Scrum, Process Improvement, Oracle, Testing, Software Documentation, CRM
Education
California State University-Chico 1988 — 1994
Bachelors, Psychology
VCE, the Virtual Computing Environment Company March 2014 - Present
Fidelity Investments July 2011 - March 2014
Cisco Systems August 2010 - July 2011
Aster Data Systems November 2009 - June 2010
SAS Institute April 2008 - September 2009
IFS November 2006 - April 2008
Freeman Associates Investment Management October 2005 - September 2006
Washington Mutual April 2003 - June 2005
Financial Profiles September 2002 - March 2003
HNC Software February 1996 - September 2002
Skills
SaaS, Agile Methodologies, Requirements Analysis, Business Intelligence, Program Management, Software Project..., Enterprise Software, Software Development, SDLC, Business Analysis, Project Management, Professional Services, Integration, SQL, Product Management, Risk Management, Scrum, Process Improvement, Oracle, Testing, Software Documentation, CRM
Education
California State University-Chico 1988 — 1994
Bachelors, Psychology
Colin Karn's Fidelity Investments Experience February 2012 - June 2015
Job Cash Manager Supervisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Fidelity Investments February 2012 - June 2015
Charles Schwab October 2005 - February 2011
Austin Community College September 2003 - July 2004
The Princeton Review January 2002 - July 2003
Education
Butler University 1996 — 2000
MA, US History
Raymond James Financial, Inc. June 2015 - Present
Fidelity Investments February 2012 - June 2015
Charles Schwab October 2005 - February 2011
Austin Community College September 2003 - July 2004
The Princeton Review January 2002 - July 2003
Education
Butler University 1996 — 2000
MA, US History
Mary Noble, CFP® Mary Noble, CFP®'s Fidelity Investments Experience September 2012 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments October 2009 - September 2012
Fidelity Investments November 2007 - February 2010
Fidelity Investments January 1997 - October 2007
Mitsubishi Motors January 1988 - January 1995
Education
Northeastern University 2000 — 2002
MSF, Master of Finance
California State Polytechnic University-Pomona 1984 — 1988
BS, Finance/Real Estate
Fidelity Investments September 2012 - Present
Fidelity Investments October 2009 - September 2012
Fidelity Investments November 2007 - February 2010
Fidelity Investments January 1997 - October 2007
Mitsubishi Motors January 1988 - January 1995
Education
Northeastern University 2000 — 2002
MSF, Master of Finance
California State Polytechnic University-Pomona 1984 — 1988
BS, Finance/Real Estate
Donald Combs, CFP Donald Combs, CFP's Fidelity Investments Experience August 2010 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Investments, Portfolio Management, Insurance, Mutual Funds, Series 7, 401k, Fixed Annuities, Asset Allocation, IRAs, Financial Services, Life Insurance, Investment Strategies, Term Life Insurance
Education
California State University-Chico
Buss. Adm, Accounting and Finance
Fidelity Investments August 2010 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Investments, Portfolio Management, Insurance, Mutual Funds, Series 7, 401k, Fixed Annuities, Asset Allocation, IRAs, Financial Services, Life Insurance, Investment Strategies, Term Life Insurance
Education
California State University-Chico
Buss. Adm, Accounting and Finance
Brian Canning, CFP® Brian Canning, CFP®'s Fidelity Investments Experience January 2011 - December 2011
Job Personal CFO at Abacus Wealth Partners
Industry Financial Services
Experience
Abacus Wealth Partners December 2011 - Present
Fidelity Investments January 2011 - December 2011
TD Ameritrade September 2008 - December 2010
Education
UCLA 2010 — 2011
Personal Financial Planning Certificate, Financial Planning, Earned with Distinction
University of North Texas 2006 — 2010
MM, Performance
California Lutheran University 2003 — 2006
BA, Music
Abacus Wealth Partners December 2011 - Present
Fidelity Investments January 2011 - December 2011
TD Ameritrade September 2008 - December 2010
Education
UCLA 2010 — 2011
Personal Financial Planning Certificate, Financial Planning, Earned with Distinction
University of North Texas 2006 — 2010
MM, Performance
California Lutheran University 2003 — 2006
BA, Music
Brien Hopkins's Fidelity Investments Experience 2014 - Present
Job Motion Designer at Planet Nutshell, Inc
Industry Animation
Experience
Planet Nutshell, Inc September 2014 - Present
Fidelity Investments 2014 - Present
Brafton Inc. November 2012 - February 2014
Planet Nutshell, Inc 2014 - 2014
Genuine Interactive 2014 - 2014
McElroy Films 2014 - 2014
Invesco November 2013 - December 2013
AnswerTo October 2013 - October 2013
ZoomOnTime, Inc October 2012 - October 2012
Lazybones March 2010 - June 2012
Skills
Motion Graphics, Animation, Graphic Design, After Effects, Illustrator, Video Production, Adobe Creative Suite, Photoshop, Advertising, Pants, Video
Education
Emmanuel College 2007 — 2009
Bachelor of Arts (B.A.)
California Maritime Academy
Notre Dame de Namur University
Planet Nutshell, Inc September 2014 - Present
Fidelity Investments 2014 - Present
Brafton Inc. November 2012 - February 2014
Planet Nutshell, Inc 2014 - 2014
Genuine Interactive 2014 - 2014
McElroy Films 2014 - 2014
Invesco November 2013 - December 2013
AnswerTo October 2013 - October 2013
ZoomOnTime, Inc October 2012 - October 2012
Lazybones March 2010 - June 2012
Skills
Motion Graphics, Animation, Graphic Design, After Effects, Illustrator, Video Production, Adobe Creative Suite, Photoshop, Advertising, Pants, Video
Education
Emmanuel College 2007 — 2009
Bachelor of Arts (B.A.)
California Maritime Academy
Notre Dame de Namur University
Jennie Myers's Fidelity Investments Experience 1997 - 1999
Job Strategic Account Manager, Workplace Solutions
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
Charles Schwab March 2001 - October 2013
Cigna 2000 - March 2001
Fidelity Investments 1997 - 1999
Skills
Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Sales, Salesforce.com, Series 63, Series 7, Wealth Management
Education
California State University-Chico
BA
TD Ameritrade October 2013 - Present
Charles Schwab March 2001 - October 2013
Cigna 2000 - March 2001
Fidelity Investments 1997 - 1999
Skills
Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Sales, Salesforce.com, Series 63, Series 7, Wealth Management
Education
California State University-Chico
BA
Jacqueline (DeLeon) Ortiz's Fidelity Investments Experience 1994 - February 1999
Job Officer Risk Dept Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2002 - Present
Fidelity Investments 1994 - February 1999
Paine Webber 1993 - 1996
Skills
Margin, Financial Reporting, Operational Risk..., Private Banking, CDS, Commercial Lending, Loan Servicing, Collateral Management, Collateral, Wire Transfers
Education
Caldwell College 1982 — 1986
BS, Economics/Finance
Essex County College 1981 — 1982
Merrill Lynch April 2002 - Present
Fidelity Investments 1994 - February 1999
Paine Webber 1993 - 1996
Skills
Margin, Financial Reporting, Operational Risk..., Private Banking, CDS, Commercial Lending, Loan Servicing, Collateral Management, Collateral, Wire Transfers
Education
Caldwell College 1982 — 1986
BS, Economics/Finance
Essex County College 1981 — 1982
Shawn Breen's Fidelity Investments Experience 2005 - 2011
Job service specialist at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon April 2012 - Present
Fidelity Investments 2005 - 2011
Skills
Series 6, Series 63, 403 b, 401k, Alternative Investments, Accounting, AML, Asset Allocation, Asset Managment, Bonds, Business Relationship..., Cash Management, Client Services, Employee Benefits, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income
Education
Bunker Hill Community College 2002 — 2005
Associates, Hotel Management
BNY Mellon April 2012 - Present
Fidelity Investments 2005 - 2011
Skills
Series 6, Series 63, 403 b, 401k, Alternative Investments, Accounting, AML, Asset Allocation, Asset Managment, Bonds, Business Relationship..., Cash Management, Client Services, Employee Benefits, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income
Education
Bunker Hill Community College 2002 — 2005
Associates, Hotel Management
Brian Coffey, ITIL Brian Coffey, ITIL's Fidelity Investments Experience October 2011 - December 2011
Job Senior Business Analyst at EMC
Industry Information Technology and Services
Experience
EMC June 2015 - Present
Orion Health October 2013 - January 2015
EMC February 2012 - October 2013
Fidelity Investments October 2011 - December 2011
Genzyme Genetics August 2009 - September 2011
Watchtower Bible and Tract Society March 2008 - August 2009
Vigilant Enterprise Solutions, Inc 2006 - 2008
Tiburon Technologies September 2005 - February 2006
Relevant Business Systems January 2000 - October 2002
Dun & Bradstreet Software January 1996 - September 1998
Skills
Business Intelligence, SDLC, ERP, Agile Methodologies, Cross-functional Team..., Databases, Business Analysis, Software Documentation, ITIL, Requirements Analysis, SQL, .NET, Microsoft SQL Server, Requirements Gathering, Business Requirements, Visio, Software Development, Business Objects, Manufacturing, Customer Service, Healthcare, Data Analysis, HL7, MS Project, SharePoint, Quality Assurance, Guitar, Access, SQL Server, Change Management, Agile, Compliance, Data Warehousing, Cognos, ERP/CRM, EDI, Customer Relations, Data Modeling, XML, Database Design, Application Development, HTML, Systems Analysis, Chinese
Education
California State University, Los Angeles - College of Business and Economics 1974 — 1979
Bachelor's degree, Computer and Information Sciences and Support Services
EMC June 2015 - Present
Orion Health October 2013 - January 2015
EMC February 2012 - October 2013
Fidelity Investments October 2011 - December 2011
Genzyme Genetics August 2009 - September 2011
Watchtower Bible and Tract Society March 2008 - August 2009
Vigilant Enterprise Solutions, Inc 2006 - 2008
Tiburon Technologies September 2005 - February 2006
Relevant Business Systems January 2000 - October 2002
Dun & Bradstreet Software January 1996 - September 1998
Skills
Business Intelligence, SDLC, ERP, Agile Methodologies, Cross-functional Team..., Databases, Business Analysis, Software Documentation, ITIL, Requirements Analysis, SQL, .NET, Microsoft SQL Server, Requirements Gathering, Business Requirements, Visio, Software Development, Business Objects, Manufacturing, Customer Service, Healthcare, Data Analysis, HL7, MS Project, SharePoint, Quality Assurance, Guitar, Access, SQL Server, Change Management, Agile, Compliance, Data Warehousing, Cognos, ERP/CRM, EDI, Customer Relations, Data Modeling, XML, Database Design, Application Development, HTML, Systems Analysis, Chinese
Education
California State University, Los Angeles - College of Business and Economics 1974 — 1979
Bachelor's degree, Computer and Information Sciences and Support Services
Kristen Cantella's Fidelity Investments Experience 1998 - 2002
Job Talent Acquisition Partner at Sleep Number by Select Comfort
Industry Retail
Experience
Sleep Number by Select Comfort December 2013 - Present
Mary Kay Inc. August 2012 - Present
Select Comfort June 2004 - November 2011
Fidelity Investments 1998 - 2002
Olsten Staffing 1996 - 1998
Adecco 1994 - 1996
Harvard Community Health Plan 1992 - 1994
Skills
Recruiting, Talent Acquisition, Human Resources, Retail, Sales, Onboarding, Employee Relations, Talent Management, Training, Team Building, Performance Management, Leadership, Sourcing, Employee Training, Leadership Development, Interviews, Coaching, Customer Service, Employee Benefits, Marketing, Succession Planning, Strategic Planning, Change Management, Hiring, Personnel Management, Benefits Administration, Team Leadership, Management, Account Management, Sales Management, Vendor Management, Organizational..., Internet Recruiting, Inventory Management, Organizational Design, Project Management, HRIS, Store Management, Workforce Planning, Microsoft Office, Employee Engagement, Technical Recruiting, Executive Search, Organizational..., Applicant Tracking..., College Recruiting, Merchandising, Beauty Industry, Cosmetics
Education
Cabrini College 1988 — 1992
Bachelor of Arts (B.A.), History
Sleep Number by Select Comfort December 2013 - Present
Mary Kay Inc. August 2012 - Present
Select Comfort June 2004 - November 2011
Fidelity Investments 1998 - 2002
Olsten Staffing 1996 - 1998
Adecco 1994 - 1996
Harvard Community Health Plan 1992 - 1994
Skills
Recruiting, Talent Acquisition, Human Resources, Retail, Sales, Onboarding, Employee Relations, Talent Management, Training, Team Building, Performance Management, Leadership, Sourcing, Employee Training, Leadership Development, Interviews, Coaching, Customer Service, Employee Benefits, Marketing, Succession Planning, Strategic Planning, Change Management, Hiring, Personnel Management, Benefits Administration, Team Leadership, Management, Account Management, Sales Management, Vendor Management, Organizational..., Internet Recruiting, Inventory Management, Organizational Design, Project Management, HRIS, Store Management, Workforce Planning, Microsoft Office, Employee Engagement, Technical Recruiting, Executive Search, Organizational..., Applicant Tracking..., College Recruiting, Merchandising, Beauty Industry, Cosmetics
Education
Cabrini College 1988 — 1992
Bachelor of Arts (B.A.), History
Gordana Marchio Gordana Marchio's Fidelity Investments Experience January 2014 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments January 2014 - Present
Corindus Vascular Robotics August 2013 - December 2013
Back Bay Dental Care June 2008 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, SQL, Customer Service, Microsoft Word, Access, Team Leadership, Teamwork, Windows, Project Management, Outlook, Leadership, Time Management, Data Entry, Financial Analysis
Education
University of Massachusetts Boston 2011 — 2013
Bachelor of Science (BS), Management Information Systems, General
Bunker Hill Community College 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General
Fidelity Investments January 2014 - Present
Corindus Vascular Robotics August 2013 - December 2013
Back Bay Dental Care June 2008 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, SQL, Customer Service, Microsoft Word, Access, Team Leadership, Teamwork, Windows, Project Management, Outlook, Leadership, Time Management, Data Entry, Financial Analysis
Education
University of Massachusetts Boston 2011 — 2013
Bachelor of Science (BS), Management Information Systems, General
Bunker Hill Community College 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General
Levi Diniz Levi Diniz's Fidelity Investments Experience January 2013 - November 2013
Job Customer Assistant at CVS Pharmacy
Industry Computer Software
Experience
CVS Pharmacy February 2014 - Present
Fidelity Investments January 2013 - November 2013
Market Basket 2011 - June 2013
Skills
Customer Service, Desktop Support, Microsoft Office, Cisco Certified, HP Service Manager, Computer Hardware, Technical Support, Windows 7, Windows XP, Teamwork, Troubleshooting, Networking
Education
Bunker Hill Community College 2014 — 2016
Associate of Science (A.S.), Computer Engineering
Year Up 2012 — 2013
Information Technology
Chelsea High School 2011 — 2012
Diploma
CVS Pharmacy February 2014 - Present
Fidelity Investments January 2013 - November 2013
Market Basket 2011 - June 2013
Skills
Customer Service, Desktop Support, Microsoft Office, Cisco Certified, HP Service Manager, Computer Hardware, Technical Support, Windows 7, Windows XP, Teamwork, Troubleshooting, Networking
Education
Bunker Hill Community College 2014 — 2016
Associate of Science (A.S.), Computer Engineering
Year Up 2012 — 2013
Information Technology
Chelsea High School 2011 — 2012
Diploma
Lance Oman Lance Oman's Fidelity Investments Experience January 2014 - June 2015
Job Vice President, Wealth Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - June 2015
Trust Company of the West May 2012 - January 2014
BlackRock April 2008 - February 2012
Charles Schwab 2007 - 2008
Charles Schwab 2005 - 2006
Charles Schwab 2000 - 2005
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Capital Markets, Investment Management, Wealth Management, Investments, Asset Management, Business Development, Risk Management, Fixed Income
Education
California State University-Fresno
Bachelor of Science, Business Administration, concentration Finance
Fidelity Investments January 2014 - June 2015
Trust Company of the West May 2012 - January 2014
BlackRock April 2008 - February 2012
Charles Schwab 2007 - 2008
Charles Schwab 2005 - 2006
Charles Schwab 2000 - 2005
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Capital Markets, Investment Management, Wealth Management, Investments, Asset Management, Business Development, Risk Management, Fixed Income
Education
California State University-Fresno
Bachelor of Science, Business Administration, concentration Finance
Kausik Susarla Kausik Susarla's Fidelity Investments Experience April 2013 - May 2014
Job I help build things at Apple.
Industry Information Technology and Services
Experience
Apple May 2014 - Present
Fidelity Investments April 2013 - May 2014
Netflix October 2011 - March 2013
Yahoo! September 2009 - October 2011
Wolters Kluwer September 2008 - July 2009
California State University, Chico June 2007 - December 2007
Skills
Unix, Linux, Shell Scripting, Cloud Computing, DNS, Scalability, Amazon Web Services..., RHEL, Performance Tuning, Application Support, System Administration, Data Center, Hadoop, Load Balancing, Cluster, Apache, LAMP administration, Python, LAMP
Education
Stratford University 2007 — 2009
Masters, Software Engineering
CSU Chico 2007 — 2008
Master's degree, Computer Science
Jawaharlal Nehru Technological University 2003 — 2006
Bachelor of Technology, Computer Science & Engineering
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate, Strategy & Leadership, Expected
Apple May 2014 - Present
Fidelity Investments April 2013 - May 2014
Netflix October 2011 - March 2013
Yahoo! September 2009 - October 2011
Wolters Kluwer September 2008 - July 2009
California State University, Chico June 2007 - December 2007
Skills
Unix, Linux, Shell Scripting, Cloud Computing, DNS, Scalability, Amazon Web Services..., RHEL, Performance Tuning, Application Support, System Administration, Data Center, Hadoop, Load Balancing, Cluster, Apache, LAMP administration, Python, LAMP
Education
Stratford University 2007 — 2009
Masters, Software Engineering
CSU Chico 2007 — 2008
Master's degree, Computer Science
Jawaharlal Nehru Technological University 2003 — 2006
Bachelor of Technology, Computer Science & Engineering
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate, Strategy & Leadership, Expected
Bart Grenier Bart Grenier's Fidelity Investments Experience November 1991 - June 2005
Job Chairman, Chief Executive Officer & Chief Investment Officer
Industry Investment Management
Experience
The Boston Company Asset Management LLC June 2011 - Present
Deutsche Asset Management June 2005 - May 2011
Fidelity Investments November 1991 - June 2005
Education
Rensselaer Polytechnic Institute 1983 — 1986
MS, Management
California State Polytechnic University-Pomona 1977 — 1981
BS, Chemical Engineer
The Boston Company Asset Management LLC June 2011 - Present
Deutsche Asset Management June 2005 - May 2011
Fidelity Investments November 1991 - June 2005
Education
Rensselaer Polytechnic Institute 1983 — 1986
MS, Management
California State Polytechnic University-Pomona 1977 — 1981
BS, Chemical Engineer
Jennifer Overhoff Jennifer Overhoff's Fidelity Investments Experience October 2012 - June 2013
Job VPNational Sales at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors March 2014 - Present
Fidelity Investments October 2012 - June 2013
AssetMark June 2007 - September 2011
Principal Financial Group 2004 - 2006
Skills
Financial Planning, Insurance, Securities, Asset Management, Customer Relations, Cold Calling, Series 6, Mutual Funds, Wealth Management, Series 63, Banking, Group Benefits, Asset Allocation, Client Service, Wholesaling, Series 7, Investments, Finance, Relationship Management, Series 65, FINRA, Strategic Financial..., Financial Services, Employee Benefits, Management, Retirement Planning, Wholesale, Retirement, Financial Advisory, Life Insurance, Fixed Annuities, Sales, Portfolio Management, Disability Insurance, Training, 401k, Customer Service, Investment Strategies, Alternative Investments, Uniform Combined State..., Equities, Investment Advisory, IRAs, Long-term Care, Estate Planning, Health Insurance, Pensions, ETFs, Wealth Management..., Client Services
Education
California State University-Los Angeles 1993 — 1997
Sociology
Alverno High School
Cal Poly San Luis Obispo
Sheaff Brock Investment Advisors March 2014 - Present
Fidelity Investments October 2012 - June 2013
AssetMark June 2007 - September 2011
Principal Financial Group 2004 - 2006
Skills
Financial Planning, Insurance, Securities, Asset Management, Customer Relations, Cold Calling, Series 6, Mutual Funds, Wealth Management, Series 63, Banking, Group Benefits, Asset Allocation, Client Service, Wholesaling, Series 7, Investments, Finance, Relationship Management, Series 65, FINRA, Strategic Financial..., Financial Services, Employee Benefits, Management, Retirement Planning, Wholesale, Retirement, Financial Advisory, Life Insurance, Fixed Annuities, Sales, Portfolio Management, Disability Insurance, Training, 401k, Customer Service, Investment Strategies, Alternative Investments, Uniform Combined State..., Equities, Investment Advisory, IRAs, Long-term Care, Estate Planning, Health Insurance, Pensions, ETFs, Wealth Management..., Client Services
Education
California State University-Los Angeles 1993 — 1997
Sociology
Alverno High School
Cal Poly San Luis Obispo
James Davis III James Davis III's Fidelity Investments Experience October 2009 - January 2014
Job Head of Global Telecom Global Network Services Senior Vice President at Fidelity Investments
Industry Information Technology and Services
Experience
Retired/Sabbatical January 2014 - Present
Fidelity Investments October 2009 - January 2014
Fidelity Investments December 1992 - September 2009
American Airlines January 1987 - December 1992
Equitable Life Assurance August 1985 - January 1987
UCC April 1985 - August 1985
Control Data Corporation September 1978 - April 1985
Skills
Business Analysis, Change Management, Cloud Computing, Data Center, Disaster Recovery, Enterprise Architecture, Enterprise Software, Security, SaaS, SDLC, Software Development, Telecommunications, Vendor Management, Requirements Analysis, Project Management, Program Management, Product Management, Integration, Offshoring, Process Improvement, Outsourcing, IT Operations, IT Service Management, Financial Services, IT Strategy, ITIL
Education
California Coast University 1994 — 1995
BS, Management
Retired/Sabbatical January 2014 - Present
Fidelity Investments October 2009 - January 2014
Fidelity Investments December 1992 - September 2009
American Airlines January 1987 - December 1992
Equitable Life Assurance August 1985 - January 1987
UCC April 1985 - August 1985
Control Data Corporation September 1978 - April 1985
Skills
Business Analysis, Change Management, Cloud Computing, Data Center, Disaster Recovery, Enterprise Architecture, Enterprise Software, Security, SaaS, SDLC, Software Development, Telecommunications, Vendor Management, Requirements Analysis, Project Management, Program Management, Product Management, Integration, Offshoring, Process Improvement, Outsourcing, IT Operations, IT Service Management, Financial Services, IT Strategy, ITIL
Education
California Coast University 1994 — 1995
BS, Management
Casimir (Cass) Choppy Casimir (Cass) Choppy's Fidelity Investments Experience 1994 - 2001
Job Retired, Business Leader and Mentor
Industry Venture Capital & Private Equity
Experience
Northern Kentucky ezone May 2012 - April 2014
Casimir R. Choppy January 2012 - June 2012
Alliance Data October 2003 - November 2011
CasLucratif, LLC April 2000 - September 2003
Fidelity Investments 1994 - 2001
Casimir R. Choppy November 1992 - March 1994
Fingerhut July 1991 - July 1992
JCPenney Company and Subsidiaries June 1969 - October 1990
Skills
Strategy, Start-ups, Program Management, Business Development, Leadership, Strategic Planning, Business Process..., Vendor Management, Management, Call Centers, Business Analysis, Entrepreneurship, Project Management, Team Building, Recruiting, Change Management, Coaching, Product Development, New Business Development, Team Management, Process Improvement, Operations Management, Networking, Organizational..., Business Strategy, Performance Management, Team Leadership, Mergers & Acquisitions, Finance, CRM, Cross-functional Team..., Management Consulting, Budgets, Marketing, Consulting, Talent Management, Enterprise Software, Training, Business Planning, Executive Management
Education
California State University-Dominguez Hills 1973 — 1975
MBA
California State University-Fullerton - College of Business and Economics 1967 — 1971
Bachelor, Business Management
Northern Kentucky ezone May 2012 - April 2014
Casimir R. Choppy January 2012 - June 2012
Alliance Data October 2003 - November 2011
CasLucratif, LLC April 2000 - September 2003
Fidelity Investments 1994 - 2001
Casimir R. Choppy November 1992 - March 1994
Fingerhut July 1991 - July 1992
JCPenney Company and Subsidiaries June 1969 - October 1990
Skills
Strategy, Start-ups, Program Management, Business Development, Leadership, Strategic Planning, Business Process..., Vendor Management, Management, Call Centers, Business Analysis, Entrepreneurship, Project Management, Team Building, Recruiting, Change Management, Coaching, Product Development, New Business Development, Team Management, Process Improvement, Operations Management, Networking, Organizational..., Business Strategy, Performance Management, Team Leadership, Mergers & Acquisitions, Finance, CRM, Cross-functional Team..., Management Consulting, Budgets, Marketing, Consulting, Talent Management, Enterprise Software, Training, Business Planning, Executive Management
Education
California State University-Dominguez Hills 1973 — 1975
MBA
California State University-Fullerton - College of Business and Economics 1967 — 1971
Bachelor, Business Management
Jeff Menning CFP ®'s Fidelity Investments Experience July 1999 - October 2008
Job Sales Professional / Certified Financial Planner
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
Chase Investment Services March 2010 - December 2010
Fidelity Investments July 1999 - October 2008
A.G. Edwards & Sons, Inc. April 1997 - August 1999
Skills
Series 63, Fixed Annuities, FINRA, Fixed Income, Wealth, Management, Sales, Life Insurance, Finance, Sales Management, High Net Worth..., Certified Financial..., Equities, Alternative Investments, Uniform Combined State..., 401k, Risk Management, Insurance, Series 6, Financial Analysis
Education
California Coast University
B.S., Management
TD Ameritrade January 2011 - Present
Chase Investment Services March 2010 - December 2010
Fidelity Investments July 1999 - October 2008
A.G. Edwards & Sons, Inc. April 1997 - August 1999
Skills
Series 63, Fixed Annuities, FINRA, Fixed Income, Wealth, Management, Sales, Life Insurance, Finance, Sales Management, High Net Worth..., Certified Financial..., Equities, Alternative Investments, Uniform Combined State..., 401k, Risk Management, Insurance, Series 6, Financial Analysis
Education
California Coast University
B.S., Management
Jim Orten's Fidelity Investments Experience November 2012 - Present
Job
Industry Computer Software
Experience
Fidelity Investments November 2012 - Present
AMX International February 2004 - November 2012
Allied eSolutions January 2002 - February 2004
Marketing Ally 1999 - 2001
Banta Corp. July 1998 - June 1999
Skills
Help Desk Management, SQL, Databases, Business Analysis, Microsoft SQL Server, Business Process, Troubleshooting, SaaS, CRM, RSA Adaptive..., Project Management, Security, XML
Education
California State Polytechnic University-Pomona 1994 — 1995
BS
Fidelity Investments November 2012 - Present
AMX International February 2004 - November 2012
Allied eSolutions January 2002 - February 2004
Marketing Ally 1999 - 2001
Banta Corp. July 1998 - June 1999
Skills
Help Desk Management, SQL, Databases, Business Analysis, Microsoft SQL Server, Business Process, Troubleshooting, SaaS, CRM, RSA Adaptive..., Project Management, Security, XML
Education
California State Polytechnic University-Pomona 1994 — 1995
BS
Toni OBerry Toni OBerry's Fidelity Investments Experience 1994 - 2001
Job Brand and Creative Strategy Director
Industry Marketing and Advertising
Experience
O'Berry Collaborative January 2004 - Present
Fidelity Investments 1994 - 2001
Baby Guess Guess Kids 1991 - 1992
Foote, Cone & Belding 1989 - 1990
SBG Partners (Formerly Sidjakov Berman & Gomez) 1986 - 1989
Skills
Experience Design, Creative Direction, Creative Strategy, Corporate Branding, Concept Development, Packaging, Brand Management, Brand Architecture, Branding & Identity, Design Strategy, Art Direction, Strategic Thinking, Corporate Identity, Design Thinking, Advertising, Brand Awareness, Marketing, Social Media Marketing, Brand Development, Graphic Design, Email Marketing, Copywriting, Integrated Marketing, Online Marketing, Online Advertising, InDesign, Web Design, Marketing Strategy, Social Media, Logo Design, Strategic Communications, Strategy, Direct Mail, Entrepreneurship, Marketing Communications, Collateral, B2B, Direct Marketing, Product Development, Brochures, Website Development, Digital Strategy, User Experience, Interaction Design, Interactive Marketing, Typography, SEO, Digital Marketing, Content Strategy, Management
Education
University of Westminster 1997 — 1999
MBA Design Management, MBA Design Management (Experience)
California College of the Arts 1984 — 1986
Graphic Design
O'Berry Collaborative January 2004 - Present
Fidelity Investments 1994 - 2001
Baby Guess Guess Kids 1991 - 1992
Foote, Cone & Belding 1989 - 1990
SBG Partners (Formerly Sidjakov Berman & Gomez) 1986 - 1989
Skills
Experience Design, Creative Direction, Creative Strategy, Corporate Branding, Concept Development, Packaging, Brand Management, Brand Architecture, Branding & Identity, Design Strategy, Art Direction, Strategic Thinking, Corporate Identity, Design Thinking, Advertising, Brand Awareness, Marketing, Social Media Marketing, Brand Development, Graphic Design, Email Marketing, Copywriting, Integrated Marketing, Online Marketing, Online Advertising, InDesign, Web Design, Marketing Strategy, Social Media, Logo Design, Strategic Communications, Strategy, Direct Mail, Entrepreneurship, Marketing Communications, Collateral, B2B, Direct Marketing, Product Development, Brochures, Website Development, Digital Strategy, User Experience, Interaction Design, Interactive Marketing, Typography, SEO, Digital Marketing, Content Strategy, Management
Education
University of Westminster 1997 — 1999
MBA Design Management, MBA Design Management (Experience)
California College of the Arts 1984 — 1986
Graphic Design
Ryan Fellows's Fidelity Investments Experience January 2013 - December 2014
Job Sales & Trade Support
Industry Financial Services
Experience
CenterPoint Securities November 2014 - Present
Fidelity Investments January 2013 - December 2014
Raymond James Financial Inc. August 2012 - January 2013
Merrill Lynch August 2011 - July 2012
UBS June 2011 - September 2011
Skills
Series 7, Series 63, Sales, Finance, Financial Analysis, Investments, Microsoft Office, Time Management, Retirement Planning, Wealth Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Strategic Financial..., Portfolio Management, Social Networking, Retirement, Mutual Funds, Outlook, Financial Modeling, Organization, Salesforce.com, 401k, Financial Services, Asset Management, Asset Allocation, Cold Calling, ETFs, Securities, IRAs
Education
California State University-Chico 2008 — 2012
Business Administration, Finance
CenterPoint Securities November 2014 - Present
Fidelity Investments January 2013 - December 2014
Raymond James Financial Inc. August 2012 - January 2013
Merrill Lynch August 2011 - July 2012
UBS June 2011 - September 2011
Skills
Series 7, Series 63, Sales, Finance, Financial Analysis, Investments, Microsoft Office, Time Management, Retirement Planning, Wealth Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Strategic Financial..., Portfolio Management, Social Networking, Retirement, Mutual Funds, Outlook, Financial Modeling, Organization, Salesforce.com, 401k, Financial Services, Asset Management, Asset Allocation, Cold Calling, ETFs, Securities, IRAs
Education
California State University-Chico 2008 — 2012
Business Administration, Finance
Luisa Chin Luisa Chin's Fidelity Investments Experience February 2000 - February 2007
Job Executive Assistant at Biogen
Industry Biotechnology
Experience
Biogen August 2015 - Present
HUMEDICA January 2012 - August 2015
State Street April 2007 - December 2010
Fidelity Investments February 2000 - February 2007
Fidelity Investments February 2000 - February 2007
BankBoston Robertson Stephens August 1998 - October 1999
Parsons Brinckerhoff September 1996 - August 1998
Massachusetts Commission Against Discrimination May 1992 - September 1996
Skills
Administrative..., Outlook, Microsoft Office, Human Resources, Recruiting, Microsoft Word, Microsoft Excel, Travel Arrangements, Calendaring, Executive Support, PowerPoint, Lotus Notes, Management, Interviews, Customer Service
Education
Bunker Hill Community College 1988 — 1992
AS, Executive Office Administration
Bunker Hill Community College 1988 — 1992
Associate's degree, Executive Office Administration
Biogen August 2015 - Present
HUMEDICA January 2012 - August 2015
State Street April 2007 - December 2010
Fidelity Investments February 2000 - February 2007
Fidelity Investments February 2000 - February 2007
BankBoston Robertson Stephens August 1998 - October 1999
Parsons Brinckerhoff September 1996 - August 1998
Massachusetts Commission Against Discrimination May 1992 - September 1996
Skills
Administrative..., Outlook, Microsoft Office, Human Resources, Recruiting, Microsoft Word, Microsoft Excel, Travel Arrangements, Calendaring, Executive Support, PowerPoint, Lotus Notes, Management, Interviews, Customer Service
Education
Bunker Hill Community College 1988 — 1992
AS, Executive Office Administration
Bunker Hill Community College 1988 — 1992
Associate's degree, Executive Office Administration
Mazen Abifaker Mazen Abifaker's Fidelity Investments Experience April 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments May 2013 - September 2014
Fidelity Investments June 2010 - May 2013
Wells Fargo January 2010 - June 2010
Education
California State University San Marcos 2012 — 2013
Master of Business Administration (MBA), 3.7
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), International Economics
International College (IC), Beirut, Lebanon 1991 — 2006
High School
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments May 2013 - September 2014
Fidelity Investments June 2010 - May 2013
Wells Fargo January 2010 - June 2010
Education
California State University San Marcos 2012 — 2013
Master of Business Administration (MBA), 3.7
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), International Economics
International College (IC), Beirut, Lebanon 1991 — 2006
High School
Megan Turner Megan Turner's Fidelity Investments Experience March 2013 - Present
Job Broker at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Carlisle & Gallagher Consulting Group September 2012 - January 2013
Nationstar Mortgage August 2011 - September 2012
Shasa December 2010 - August 2011
University of Texas at Arlington August 2008 - May 2011
A'GACI LLC December 2008 - December 2010
Skills
Sales, Customer Service, Loans, Loss Mitigation, Merchandising, Leadership, Payroll, Microsoft Excel, Microsoft Word, Microsoft Office, Coaching, PowerPoint, Organization, Team Building, Strategic Planning, Train New Employees, Store Operations, Schedule Writing, Scheduling Management, Strategic Leadership, Recruiting, Inventory Management, Shrink Management, Fashion, Shrink Reduction, Management, Marketing, Investors, Stock Market, Investment Brokerage, IRAs, Mutual Funds, Investments, Stock Trading, Stocks, Stock Exchange, Mortgage Servicing, Quality Control, Quality Auditing, Quality Assurance, Mortgage Underwriting, Series 7, Series 63, Fannie Mae, Loan Modifications
Education
The University of Texas at Arlington 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Management, 3.41
Butler County Community College 2006 — 2008
Associate of Science (A.S.), Accounting, 3.61
Mulvane High School 2002 — 2006
Diploma, General Studies, 3.5
Fidelity Investments March 2013 - Present
Carlisle & Gallagher Consulting Group September 2012 - January 2013
Nationstar Mortgage August 2011 - September 2012
Shasa December 2010 - August 2011
University of Texas at Arlington August 2008 - May 2011
A'GACI LLC December 2008 - December 2010
Skills
Sales, Customer Service, Loans, Loss Mitigation, Merchandising, Leadership, Payroll, Microsoft Excel, Microsoft Word, Microsoft Office, Coaching, PowerPoint, Organization, Team Building, Strategic Planning, Train New Employees, Store Operations, Schedule Writing, Scheduling Management, Strategic Leadership, Recruiting, Inventory Management, Shrink Management, Fashion, Shrink Reduction, Management, Marketing, Investors, Stock Market, Investment Brokerage, IRAs, Mutual Funds, Investments, Stock Trading, Stocks, Stock Exchange, Mortgage Servicing, Quality Control, Quality Auditing, Quality Assurance, Mortgage Underwriting, Series 7, Series 63, Fannie Mae, Loan Modifications
Education
The University of Texas at Arlington 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Management, 3.41
Butler County Community College 2006 — 2008
Associate of Science (A.S.), Accounting, 3.61
Mulvane High School 2002 — 2006
Diploma, General Studies, 3.5
Tim Miles, CWS®'s Fidelity Investments Experience July 2012 - August 2013
Job Vice President, Business Consulting Group at First Allied Securities
Industry Financial Services
Experience
First Allied Securities August 2013 - Present
Fidelity Investments July 2012 - August 2013
TD Ameritrade June 2007 - August 2012
TD Ameritrade May 2003 - June 2007
TD Ameritrade October 2001 - May 2003
TD Ameritrade March 2000 - October 2001
Mattel - Fisher Price 1996 - 1997
The Goodyear Tire & Rubber Company 1994 - 1996
Skills
Portfolio Management, Financial Advisory, Financial Services, CRM, Wealth Management, Series 7, Strategy, FINRA, Series 63, Investment Advisory, Business Development, Sales, Investments, Selling, Negotiation, Mutual Funds, Management, Competitive Analysis, Training, Asset Management, Marketing, Business Strategy, Retirement Planning, Securities, Marketing Strategy, New Business Development, Relationship Management, Business Intelligence, Risk Management, 401k, P&L Analysis, Asset Allocation, Modern Portfolio Theory, Strategic Planning, Strategic Financial..., Wealth, Strategic Account..., Retirement, Sales Operations
Education
Butler University - College of Business Administration 1990 — 1994
B.S., Business Marketing
First Allied Securities August 2013 - Present
Fidelity Investments July 2012 - August 2013
TD Ameritrade June 2007 - August 2012
TD Ameritrade May 2003 - June 2007
TD Ameritrade October 2001 - May 2003
TD Ameritrade March 2000 - October 2001
Mattel - Fisher Price 1996 - 1997
The Goodyear Tire & Rubber Company 1994 - 1996
Skills
Portfolio Management, Financial Advisory, Financial Services, CRM, Wealth Management, Series 7, Strategy, FINRA, Series 63, Investment Advisory, Business Development, Sales, Investments, Selling, Negotiation, Mutual Funds, Management, Competitive Analysis, Training, Asset Management, Marketing, Business Strategy, Retirement Planning, Securities, Marketing Strategy, New Business Development, Relationship Management, Business Intelligence, Risk Management, 401k, P&L Analysis, Asset Allocation, Modern Portfolio Theory, Strategic Planning, Strategic Financial..., Wealth, Strategic Account..., Retirement, Sales Operations
Education
Butler University - College of Business Administration 1990 — 1994
B.S., Business Marketing
Jaclyn Schmidt's Fidelity Investments Experience June 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - June 2015
Fidelity Investments August 2013 - May 2014
Fidelity Investments July 2012 - August 2013
Dutch Wonderland Family Amusement Park June 2011 - June 2012
Image Wizard January 2007 - June 2012
Lyndon Hall School for Girls July 2011 - August 2011
Education
Xavier University 2009 — 2013
Economics
고려대학교 / Korea University 2011 — 2012
International Business School
Cabrini College 2008 — 2009
Communication and Media Studies
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - June 2015
Fidelity Investments August 2013 - May 2014
Fidelity Investments July 2012 - August 2013
Dutch Wonderland Family Amusement Park June 2011 - June 2012
Image Wizard January 2007 - June 2012
Lyndon Hall School for Girls July 2011 - August 2011
Education
Xavier University 2009 — 2013
Economics
고려대학교 / Korea University 2011 — 2012
International Business School
Cabrini College 2008 — 2009
Communication and Media Studies
Courtney Heyne's Fidelity Investments Experience July 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments August 2014 - July 2015
Bank of America October 2012 - August 2014
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration, International Business
Buchanan High School 2003 — 2007
Fidelity Investments July 2015 - Present
Fidelity Investments August 2014 - July 2015
Bank of America October 2012 - August 2014
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration, International Business
Buchanan High School 2003 — 2007
Gil Pili Gil Pili's Fidelity Investments Experience March 1997 - November 2008
Job Senior User Experience Designer at TIAACREF
Industry Internet
Experience
TIAA-CREF July 2013 - Present
MIT Lincoln Labs June 2010 - June 2013
Professional Alternative (Putnam Investments) January 2010 - June 2010
Litle & Co. February 2009 - December 2009
Cornerstone Books December 2005 - December 2009
Fidelity Investments March 1997 - November 2008
Skills
Web Applications, User Experience, User Interface Design, Content Management, HTML, Usability, User Interface, MySQL, JavaScript, JSP, Agile Methodologies, CSS, jQuery, Information Architecture, Windows, Software Design, Flash, Web Development, XHTML, XML, PHP, Accessibility, Front-end, CMS, Integration
Education
California State University, Fresno 1983 — 1987
BA, English
TIAA-CREF July 2013 - Present
MIT Lincoln Labs June 2010 - June 2013
Professional Alternative (Putnam Investments) January 2010 - June 2010
Litle & Co. February 2009 - December 2009
Cornerstone Books December 2005 - December 2009
Fidelity Investments March 1997 - November 2008
Skills
Web Applications, User Experience, User Interface Design, Content Management, HTML, Usability, User Interface, MySQL, JavaScript, JSP, Agile Methodologies, CSS, jQuery, Information Architecture, Windows, Software Design, Flash, Web Development, XHTML, XML, PHP, Accessibility, Front-end, CMS, Integration
Education
California State University, Fresno 1983 — 1987
BA, English
Susan Imperial Susan Imperial's Fidelity Investments Experience March 1985 - October 1986
Job Mixed Media and Acrylic Artist
Industry Legal Services
Experience
Newleafblogger.blogspot.com 2014 - Present
Self 2014 - Present
Hannah Kaufman & Associates August 1996 - Present
Four Sisters Inns March 1991 - August 1996
Julia Hallisy, DDS March 1995 - March 1996
Hanford Healy & Co. August 1989 - December 1990
North Beach Now Newspaper September 1989 - March 1990
John F. Sampson & Associates June 1988 - August 1989
Wells Fargo Bank November 1986 - June 1988
Fidelity Investments March 1985 - October 1986
Skills
Creative Writing, Proofreading, Journalism, Integrity, Copy Editing, Editing, Real Estate Research, Office Administration, Dental Front Office..., Transcription, Medical Terminology, Organization, Communication Skills, Initiator, Legal Issues, Court Reporting, Social Skills, Publishing, Creativity, Art, Social Media, Nonprofits, Event Planning, Public Speaking, Writing, Real Estate, Strategic Planning, Customer Service, Research, Public Relations, Social Networking
Education
Four Winds Society 2007 — 2009
Shamanic/Energetic Healing
California Institute of Integral Studies 2004 — 2006
Certificate, Yoga Studies
Trinity Court Reporting School 1991 — 1996
Certificate, C.S.R., Court Reporting/Court Reporter
UC Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Economics
Ancestral Voice, Center for Indigenous Lifeways
Indigenous Studies with Emphasis in Native American (Lakota) Culture and Spirituality
Newleafblogger.blogspot.com 2014 - Present
Self 2014 - Present
Hannah Kaufman & Associates August 1996 - Present
Four Sisters Inns March 1991 - August 1996
Julia Hallisy, DDS March 1995 - March 1996
Hanford Healy & Co. August 1989 - December 1990
North Beach Now Newspaper September 1989 - March 1990
John F. Sampson & Associates June 1988 - August 1989
Wells Fargo Bank November 1986 - June 1988
Fidelity Investments March 1985 - October 1986
Skills
Creative Writing, Proofreading, Journalism, Integrity, Copy Editing, Editing, Real Estate Research, Office Administration, Dental Front Office..., Transcription, Medical Terminology, Organization, Communication Skills, Initiator, Legal Issues, Court Reporting, Social Skills, Publishing, Creativity, Art, Social Media, Nonprofits, Event Planning, Public Speaking, Writing, Real Estate, Strategic Planning, Customer Service, Research, Public Relations, Social Networking
Education
Four Winds Society 2007 — 2009
Shamanic/Energetic Healing
California Institute of Integral Studies 2004 — 2006
Certificate, Yoga Studies
Trinity Court Reporting School 1991 — 1996
Certificate, C.S.R., Court Reporting/Court Reporter
UC Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Economics
Ancestral Voice, Center for Indigenous Lifeways
Indigenous Studies with Emphasis in Native American (Lakota) Culture and Spirituality
Yesenia de Leon's Fidelity Investments Experience March 2015 - Present
Job UX Interaction Designer at Fidelity Investments
Industry Online Media
Experience
Fidelity Investments March 2015 - Present
Echo & Co. September 2014 - March 2015
Harvard Business School December 2013 - May 2014
Emerson College 2013 - May 2014
AdMeTech August 2012 - January 2013
Raw Art Works September 2008 - August 2012
Skills
Social Media, Final Cut Pro, HTML, CSS, InDesign, Photoshop, JIRA, Git, Sublime Text, Bootstrap, Autodesk Maya, Wordpress Development, iModules, SharePoint, OS X, Public Speaking, Video Editing
Education
Emerson College 2012 — 2014
Bachelor of Arts (B.A.), Interactive Media Design
Bunker Hill Community College 2009 — 2012
Associate of Arts (A.A.), Communication and Media Studies
Fidelity Investments March 2015 - Present
Echo & Co. September 2014 - March 2015
Harvard Business School December 2013 - May 2014
Emerson College 2013 - May 2014
AdMeTech August 2012 - January 2013
Raw Art Works September 2008 - August 2012
Skills
Social Media, Final Cut Pro, HTML, CSS, InDesign, Photoshop, JIRA, Git, Sublime Text, Bootstrap, Autodesk Maya, Wordpress Development, iModules, SharePoint, OS X, Public Speaking, Video Editing
Education
Emerson College 2012 — 2014
Bachelor of Arts (B.A.), Interactive Media Design
Bunker Hill Community College 2009 — 2012
Associate of Arts (A.A.), Communication and Media Studies
T. Sherri' McDaniel T. Sherri' McDaniel's Fidelity Investments Experience May 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2014 - Present
T.I.S. Financial Consulting, LLC April 2010 - Present
U.S. Department of Education February 2006 - Present
Amtrak September 2004 - April 2006
Skills
Economic Research, Accounts Receivable, Accounts Payable, Contract Recruitment, Internet Recruiting, Urban Redevelopment, Project Management, Operations Management, Account Management, Consulting, Contract Management, Customer Support, Customer Service, Chinese, Market Research, Research, Sustainability..., Microsoft Office, Microeconomics, Macroeconomics, Urban Economics, Executive..., Executive Support, Grant Reviewing, Grant Coordination, Grant Writing, Team Building, Telecommunications..., Public Speaking, Community Development, Community Outreach, Corporate Communications, Logistics, Federal Grants..., Economic Policy, Urban Design, Urban Planning, Copywriting, Training, Networking, Analysis
Education
The University of New Mexico 2010 — 2014
Duel Program- Bachelor of Arts (B.A.), MBA, Economics, 3.86
Central New Mexico Community College
Associate's Degree, Business/Managerial Economics, 3.5
California Institute of the Arts 1995 — 1999
PDAT Management
Vassar College 1995 — 1995
Scholars Summer Intensive, PDAT Managment
Sidwell Friends School 1993 — 1995
Chinese Language and Literature
Fidelity Investments May 2014 - Present
T.I.S. Financial Consulting, LLC April 2010 - Present
U.S. Department of Education February 2006 - Present
Amtrak September 2004 - April 2006
Skills
Economic Research, Accounts Receivable, Accounts Payable, Contract Recruitment, Internet Recruiting, Urban Redevelopment, Project Management, Operations Management, Account Management, Consulting, Contract Management, Customer Support, Customer Service, Chinese, Market Research, Research, Sustainability..., Microsoft Office, Microeconomics, Macroeconomics, Urban Economics, Executive..., Executive Support, Grant Reviewing, Grant Coordination, Grant Writing, Team Building, Telecommunications..., Public Speaking, Community Development, Community Outreach, Corporate Communications, Logistics, Federal Grants..., Economic Policy, Urban Design, Urban Planning, Copywriting, Training, Networking, Analysis
Education
The University of New Mexico 2010 — 2014
Duel Program- Bachelor of Arts (B.A.), MBA, Economics, 3.86
Central New Mexico Community College
Associate's Degree, Business/Managerial Economics, 3.5
California Institute of the Arts 1995 — 1999
PDAT Management
Vassar College 1995 — 1995
Scholars Summer Intensive, PDAT Managment
Sidwell Friends School 1993 — 1995
Chinese Language and Literature
Chris Bachmann, CFP® Chris Bachmann, CFP®'s Fidelity Investments Experience February 2005 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2005 - Present
Medline Industries July 1992 - July 2000
Skills
Series 7,65, and..., CFP®
Education
California Polytechnic State University-San Luis Obispo
Bachelors of Science, Business Administration/ Marketing
Fidelity Investments February 2005 - Present
Medline Industries July 1992 - July 2000
Skills
Series 7,65, and..., CFP®
Education
California Polytechnic State University-San Luis Obispo
Bachelors of Science, Business Administration/ Marketing
Wanesha Fahie's Fidelity Investments Experience August 2012 - November 2013
Job Preloader at UPS
Industry Information Technology and Services
Experience
UPS November 2013 - Present
Fidelity Investments August 2012 - November 2013
Logan Airport March 2012 - January 2013
Department of Education May 2011 - August 2011
Family Dollar November 2009 - May 2011
Skills
Multi Tasking, Customer Service, Microsoft Word, Outlook, Microsoft Office, Data Entry, Microsoft Excel, PowerPoint, Teamwork
Education
Cambridge College 2012 — 2013
Bunker Hill Community College 2010 — 2013
Associate's degree, Communication and Media Studies
Madison Park High 2004 — 2007
diploma, Cosmetology, Barber/Styling, and Nail Instructor
UPS November 2013 - Present
Fidelity Investments August 2012 - November 2013
Logan Airport March 2012 - January 2013
Department of Education May 2011 - August 2011
Family Dollar November 2009 - May 2011
Skills
Multi Tasking, Customer Service, Microsoft Word, Outlook, Microsoft Office, Data Entry, Microsoft Excel, PowerPoint, Teamwork
Education
Cambridge College 2012 — 2013
Bunker Hill Community College 2010 — 2013
Associate's degree, Communication and Media Studies
Madison Park High 2004 — 2007
diploma, Cosmetology, Barber/Styling, and Nail Instructor
Ryan Thomsen, Investment Advisor's Fidelity Investments Experience 2007 - 2010
Job Principal, Investment Advisor at Oak City Consulting
Industry Financial Services
Experience
Oak City Consulting May 2015 - Present
Edward Jones June 2010 - May 2015
Fidelity Investments 2007 - 2010
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS)
Oak City Consulting May 2015 - Present
Edward Jones June 2010 - May 2015
Fidelity Investments 2007 - 2010
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS)
Brian Dunkin's Fidelity Investments Experience April 2012 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Duane Roquemore Duane Roquemore's Fidelity Investments Experience April 2007 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Paychex July 2003 - March 2007
ADP July 1988 - April 2002
Skills
Leadership, Process Improvement, Business Development, Management, Start-ups, Strategy, Team Building, Strategic Planning, Budgets, Business Planning, Customer Satisfaction, Account Management, Customer Retention, Marketing, Business Analysis, Sales, Customer Service, Payroll, Salesforce.com, CRM
Education
California State Polytechnic University-Pomona 1983 — 1988
Bachelors, Finance
California State Polytechnic University-Pomona 1983 — 1988
Minor, Economics
Fidelity Investments April 2007 - Present
Paychex July 2003 - March 2007
ADP July 1988 - April 2002
Skills
Leadership, Process Improvement, Business Development, Management, Start-ups, Strategy, Team Building, Strategic Planning, Budgets, Business Planning, Customer Satisfaction, Account Management, Customer Retention, Marketing, Business Analysis, Sales, Customer Service, Payroll, Salesforce.com, CRM
Education
California State Polytechnic University-Pomona 1983 — 1988
Bachelors, Finance
California State Polytechnic University-Pomona 1983 — 1988
Minor, Economics
Elson Fortes's Fidelity Investments Experience May 2013 - 2013
Job Evs Patient Transport Asst. at Beth Israel Deaconess Medical Center
Industry Graphic Design
Experience
Beth Israel Deaconess Medical Center March 2014 - Present
Crazygoodz September 2005 - Present
Mass Eye and Ear January 2010 - February 2013
Fidelity Investments May 2013 - 2013
BHCC Visual Media Lab September 2007 - December 2009
Skills
Graphic Design, Fashion Retail, Fashion Design, Adobe Creative Suite, Illustrator, InDesign, Art Direction, Typography, Web Design, Photoshop, Logo Design, Dreamweaver, Photography, Illustration, Posters, Layout, Corporate Identity, Brochures, Graphics, Business Cards, Flyers, Visual Communication, Invitations, silkscreen, promotions, Entertainment, Creative Direction, Mac, Entrepreneurship, Teamwork, Brand Development, Digital Photography
Education
Bunker Hill Community College
Associate's degree, Graphic Design
New England Institute of Art
Graphic Design
Beth Israel Deaconess Medical Center March 2014 - Present
Crazygoodz September 2005 - Present
Mass Eye and Ear January 2010 - February 2013
Fidelity Investments May 2013 - 2013
BHCC Visual Media Lab September 2007 - December 2009
Skills
Graphic Design, Fashion Retail, Fashion Design, Adobe Creative Suite, Illustrator, InDesign, Art Direction, Typography, Web Design, Photoshop, Logo Design, Dreamweaver, Photography, Illustration, Posters, Layout, Corporate Identity, Brochures, Graphics, Business Cards, Flyers, Visual Communication, Invitations, silkscreen, promotions, Entertainment, Creative Direction, Mac, Entrepreneurship, Teamwork, Brand Development, Digital Photography
Education
Bunker Hill Community College
Associate's degree, Graphic Design
New England Institute of Art
Graphic Design
Desiree Obleton's Fidelity Investments Experience July 2015 - Present
Job Contracts Manager at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2015 - Present
HYLA Mobile March 2013 - February 2015
Federal Home Loan Bank of Dallas June 2006 - March 2013
McKesson July 2004 - July 2005
NEC September 1995 - June 2004
Skills
Contract Management, Management, Contract Negotiation, Policy Writing, Microsoft Office, Contractual Agreements, Statements of Work, GSA Contracting, Budget Process, Information Technology, License Management, Maintenance Management, Non-disclosure..., Master Services..., Assignments of Work, Service Level Agreements, SOW, Business Development, Forecasting, SLA, Process Improvement, Risk Management, Budgets
Education
CSUDH
Bachelor's degree, Business Administration and Management, General
California State University-Dominguez Hills
Computer Information Systems - Minor, Business Administration and Management, General
Fidelity Investments July 2015 - Present
Fidelity Investments July 2015 - Present
HYLA Mobile March 2013 - February 2015
Federal Home Loan Bank of Dallas June 2006 - March 2013
McKesson July 2004 - July 2005
NEC September 1995 - June 2004
Skills
Contract Management, Management, Contract Negotiation, Policy Writing, Microsoft Office, Contractual Agreements, Statements of Work, GSA Contracting, Budget Process, Information Technology, License Management, Maintenance Management, Non-disclosure..., Master Services..., Assignments of Work, Service Level Agreements, SOW, Business Development, Forecasting, SLA, Process Improvement, Risk Management, Budgets
Education
CSUDH
Bachelor's degree, Business Administration and Management, General
California State University-Dominguez Hills
Computer Information Systems - Minor, Business Administration and Management, General
Manya Chylinski's Fidelity Investments Experience 1997 - 1998
Job Writer | Content Marketer | Speaker | Entrepreneur | Traveler
Industry Writing and Editing
Experience
Alley424 Communications January 2006 - Present
ManyaChylinski.com January 2006 - Present
MassChallenge July 2013 - October 2013
Boston World Partnerships March 2011 - November 2012
International Association of Business Communicators, Yankee Chapter January 2008 - June 2012
Thomson Course Technology November 2003 - January 2006
Ernst & Young 1998 - 2003
Fidelity Investments 1997 - 1998
Harvard University 1993 - 1997
Skills
Marketing Communications, Creative Writing, Non-fiction, Copywriting, Content Marketing, Writing, Feature Writing, Travel Writing, Corporate Communications, Feature Articles, Books, Magazines, Content Development, Content Strategy, Web Content, Copy Editing, Storytelling
Education
Simmons College 1991 — 1992
M.S., Library and Information Science
California State Polytechnic University-Pomona 1984 — 1988
B.A., History
Alley424 Communications January 2006 - Present
ManyaChylinski.com January 2006 - Present
MassChallenge July 2013 - October 2013
Boston World Partnerships March 2011 - November 2012
International Association of Business Communicators, Yankee Chapter January 2008 - June 2012
Thomson Course Technology November 2003 - January 2006
Ernst & Young 1998 - 2003
Fidelity Investments 1997 - 1998
Harvard University 1993 - 1997
Skills
Marketing Communications, Creative Writing, Non-fiction, Copywriting, Content Marketing, Writing, Feature Writing, Travel Writing, Corporate Communications, Feature Articles, Books, Magazines, Content Development, Content Strategy, Web Content, Copy Editing, Storytelling
Education
Simmons College 1991 — 1992
M.S., Library and Information Science
California State Polytechnic University-Pomona 1984 — 1988
B.A., History
Heidi Schricker, MA, CSM's Fidelity Investments Experience 1997 - 2000
Job
Industry Retail
Experience
QVC November 2014 - Present
QVC May 2013 - Present
Rearden Commerce November 2011 - July 2012
Rearden Commerce August 2010 - November 2011
Rearden Commerce May 2009 - August 2010
Intertek (formerly Aptech) January 2005 - 2008
Law Offices of David E.Schricker 2002 - 2005
Parents Helping Parents 2001 - 2002
Fidelity Investments 1997 - 2000
Skills
SaaS, Program Management, Atlassian JIRA, E-commerce, Enterprise Software, Vendor Management, Salesforce.com, Agile Methodologies, Agile Project Management, Cross-functional Team..., SDLC, Cloud Computing, Training, Process Improvement, Team Building, Scrum, Project Planning, Project Manager..., HRIS Database Management, ADP HRB, ADP Payroll, Counseling Psychology, Mentoring, Human Resources, Employee Benefits, Employee Relations, Project Management, Localization, Product Management, HRIS, Software Project..., PMP
Education
Notre Dame de Namur University 2001 — 2003
MA, Counseling Psychology
California State University-Chico
BA, English
QVC November 2014 - Present
QVC May 2013 - Present
Rearden Commerce November 2011 - July 2012
Rearden Commerce August 2010 - November 2011
Rearden Commerce May 2009 - August 2010
Intertek (formerly Aptech) January 2005 - 2008
Law Offices of David E.Schricker 2002 - 2005
Parents Helping Parents 2001 - 2002
Fidelity Investments 1997 - 2000
Skills
SaaS, Program Management, Atlassian JIRA, E-commerce, Enterprise Software, Vendor Management, Salesforce.com, Agile Methodologies, Agile Project Management, Cross-functional Team..., SDLC, Cloud Computing, Training, Process Improvement, Team Building, Scrum, Project Planning, Project Manager..., HRIS Database Management, ADP HRB, ADP Payroll, Counseling Psychology, Mentoring, Human Resources, Employee Benefits, Employee Relations, Project Management, Localization, Product Management, HRIS, Software Project..., PMP
Education
Notre Dame de Namur University 2001 — 2003
MA, Counseling Psychology
California State University-Chico
BA, English
Neeraj Khurana's Fidelity Investments Experience 1995 - 1997
Job
Industry Information Technology and Services
Experience
Boston Stock Exchange 1999 - 2001
State Street Bank 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
IT Strategy, Business Intelligence, Software Project..., Business Analysis, Enterprise Architecture, SDLC, Vendor Management, Pre-sales, Team Management, Cloud Computing, Data Warehousing, Outsourcing, Management Consulting, CRM, Integration
Education
California State University-Dominguez Hills
MBA
University of Pune
B.Tech., Computer Sc.
Vidya Nikaten
Vidya Nikaten
Boston Stock Exchange 1999 - 2001
State Street Bank 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
IT Strategy, Business Intelligence, Software Project..., Business Analysis, Enterprise Architecture, SDLC, Vendor Management, Pre-sales, Team Management, Cloud Computing, Data Warehousing, Outsourcing, Management Consulting, CRM, Integration
Education
California State University-Dominguez Hills
MBA
University of Pune
B.Tech., Computer Sc.
Vidya Nikaten
Vidya Nikaten
Ron Baird's Fidelity Investments Experience 1995 - 2002
Job Account Manager at Kforce
Industry Staffing and Recruiting
Experience
Kforce 401K Sales RepHoran Securities2002 - 2003
Fidelity Investments 1995 - 2002
Education
Xavier University 1998 — 2001
MBA, Information Technology
Butler University 1988 — 1992
BS, Finance
Kforce 401K Sales RepHoran Securities2002 - 2003
Fidelity Investments 1995 - 2002
Education
Xavier University 1998 — 2001
MBA, Information Technology
Butler University 1988 — 1992
BS, Finance
Jill Sherman's Fidelity Investments Experience January 1998 - January 1999
Job Talent Acquisition at Gilead Sciences
Industry Biotechnology
Experience
Gilead Sciences November 2014 - Present
Affymetrix January 2012 - November 2014
Biotech Recruiters (Specializing in Genomics and Bioinformatics) November 2001 - January 2012
Sales Consultants of Sacramento (Management Recruiters) January 1999 - November 2001
Fidelity Investments January 1998 - January 1999
Ivy MacKenzie Funds June 1995 - December 1997
Pitney Bowes February 1992 - June 1995
Skills
PCR, Recruiting, Bioinformatics, Lifesciences, Genomics, Biotechnology, Talent Acquisition, NGS, Data Analysis, DNA
Education
California State University-East Bay 1992 — 1996
BA, Organizational Communication
Gilead Sciences November 2014 - Present
Affymetrix January 2012 - November 2014
Biotech Recruiters (Specializing in Genomics and Bioinformatics) November 2001 - January 2012
Sales Consultants of Sacramento (Management Recruiters) January 1999 - November 2001
Fidelity Investments January 1998 - January 1999
Ivy MacKenzie Funds June 1995 - December 1997
Pitney Bowes February 1992 - June 1995
Skills
PCR, Recruiting, Bioinformatics, Lifesciences, Genomics, Biotechnology, Talent Acquisition, NGS, Data Analysis, DNA
Education
California State University-East Bay 1992 — 1996
BA, Organizational Communication
Georgianne Young, PMP, CSM's Fidelity Investments Experience September 2015 - Present
Job Sr Manager, Software Engineering Development Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments December 2014 - August 2015
Fidelity Investments April 2012 - December 2014
Duke Clinical Research Institute September 2011 - March 2012
Blue Cross Blue Shield of North Carolina June 2011 - September 2011
QVC June 2005 - August 2011
QVC, Inc. 1996 - 2005
QVC June 1995 - June 1996
Exton Technology Group (Softmart) November 1994 - June 1995
Covenant Life Insurance Company 1992 - 1994
Skills
SDLC, Agile Methodologies, PMP, Waterfall, E-commerce, Agile Project Management, Software Project..., Scrum, Business Analysis, Requirements Analysis, Vendor Management, Visio, SharePoint, Requirements Gathering, Enterprise Architecture, Project Portfolio..., Integration, DB2, Software Development, MS Project, Project Management, Cross-functional Team..., Process Improvement, Business Process..., Management, PMO, Leadership, Databases, IT Strategy, Project Planning, Analysis, Business Process, IT Management, ITIL, Resource Management, Program Management
Education
Cabrini College 1985 — 1990
B.S., Computer Science
Fidelity Investments September 2015 - Present
Fidelity Investments December 2014 - August 2015
Fidelity Investments April 2012 - December 2014
Duke Clinical Research Institute September 2011 - March 2012
Blue Cross Blue Shield of North Carolina June 2011 - September 2011
QVC June 2005 - August 2011
QVC, Inc. 1996 - 2005
QVC June 1995 - June 1996
Exton Technology Group (Softmart) November 1994 - June 1995
Covenant Life Insurance Company 1992 - 1994
Skills
SDLC, Agile Methodologies, PMP, Waterfall, E-commerce, Agile Project Management, Software Project..., Scrum, Business Analysis, Requirements Analysis, Vendor Management, Visio, SharePoint, Requirements Gathering, Enterprise Architecture, Project Portfolio..., Integration, DB2, Software Development, MS Project, Project Management, Cross-functional Team..., Process Improvement, Business Process..., Management, PMO, Leadership, Databases, IT Strategy, Project Planning, Analysis, Business Process, IT Management, ITIL, Resource Management, Program Management
Education
Cabrini College 1985 — 1990
B.S., Computer Science
Kiliaen Ludlow's Fidelity Investments Experience 2000 - Present
Job VP, Relationship Manager at National Financial
Industry Financial Services
Experience
National Financial a Fidelity Investments Company July 2000 - Present
Fidelity Investments 2000 - Present
First American 1996 - 2000
Bankers Trust 1993 - 1995
Corvel 1990 - 1993
Caesars Lake Tahoe Hotel & Casino 1990 - 1990
Skills
Series 63, Series 7, Securities, Mutual Funds, Business Strategy, Cash Flow Lending, Investments, Asset Management, Banking, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Portfolio Management, Fixed Income, Alternative Investments, FINRA, Series 24, Options, Finance, Risk Management, Equities, Relationship Management, Retirement Planning, Hedge Funds, Loans
Education
California State University-Chico 1986 — 1990
BS, Accounting, Finance
Foothill High School 1982 — 1986
National Financial a Fidelity Investments Company July 2000 - Present
Fidelity Investments 2000 - Present
First American 1996 - 2000
Bankers Trust 1993 - 1995
Corvel 1990 - 1993
Caesars Lake Tahoe Hotel & Casino 1990 - 1990
Skills
Series 63, Series 7, Securities, Mutual Funds, Business Strategy, Cash Flow Lending, Investments, Asset Management, Banking, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Portfolio Management, Fixed Income, Alternative Investments, FINRA, Series 24, Options, Finance, Risk Management, Equities, Relationship Management, Retirement Planning, Hedge Funds, Loans
Education
California State University-Chico 1986 — 1990
BS, Accounting, Finance
Foothill High School 1982 — 1986
Nicole Little's Fidelity Investments Experience May 2014 - Present
Job Director of Sales Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments August 2004 - Present
Fidelity Investments 2003 - 2004
Fidelity Investments 1999 - 2003
Fidelity Investments 1997 - 1999
KPMG 1994 - 1997
Brigham & Women's Hospital 1988 - 1994
Education
Burdett School 1992 — 1993
Certificate, Office Management
Bunker Hill Community College 1991 — 1992
Boston Latin School 1984 — 1990
Fidelity Investments May 2014 - Present
Fidelity Investments August 2004 - Present
Fidelity Investments 2003 - 2004
Fidelity Investments 1999 - 2003
Fidelity Investments 1997 - 1999
KPMG 1994 - 1997
Brigham & Women's Hospital 1988 - 1994
Education
Burdett School 1992 — 1993
Certificate, Office Management
Bunker Hill Community College 1991 — 1992
Boston Latin School 1984 — 1990
Luisa Chin's Fidelity Investments Experience February 2000 - February 2007
Job Financial Services Professional
Industry Financial Services
Experience
State Street April 2007 - Present
Fidelity Investments February 2000 - February 2007
Education
Bunker Hill Community College 1988 — 1992
State Street April 2007 - Present
Fidelity Investments February 2000 - February 2007
Education
Bunker Hill Community College 1988 — 1992
Buddy DeMontier's Fidelity Investments Experience February 1995 - December 2000
Job Systems and Networking at Breuer & Co.
Industry Information Technology and Services
Experience
Breuer & Co. March 2013 - Present
State Street Global Advisors December 2000 - March 2013
Fidelity Investments February 1995 - December 2000
PHCS February 1991 - February 1995
Skills
Solaris, Red Hat Linux, Veritas Cluster Server, Vendor Management, Data Center, AIX, Disaster Recovery, Unix, High Availability, Storage, Veritas Volume Manager, DNS, Storage Area Networks, Shell Scripting, Operating Systems, VMware, Technical Support, Networking, Unix Shell Scripting, SAN, Servers, Virtualization
Education
Bunker Hill Community College 1980 — 1981
Breuer & Co. March 2013 - Present
State Street Global Advisors December 2000 - March 2013
Fidelity Investments February 1995 - December 2000
PHCS February 1991 - February 1995
Skills
Solaris, Red Hat Linux, Veritas Cluster Server, Vendor Management, Data Center, AIX, Disaster Recovery, Unix, High Availability, Storage, Veritas Volume Manager, DNS, Storage Area Networks, Shell Scripting, Operating Systems, VMware, Technical Support, Networking, Unix Shell Scripting, SAN, Servers, Virtualization
Education
Bunker Hill Community College 1980 — 1981
Dolly Gaudet's Fidelity Investments Experience 2000 - Present
Job business analyst at ABC
Industry Financial Services
Experience
Fidelity Investments 2000 - Present
Education
Bunker Hill Community College
Fidelity Investments 2000 - Present
Education
Bunker Hill Community College
Nicholas Goodwin, CFP®'s Fidelity Investments Experience April 2008 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2008 - Present
Northwestern Mutual November 2007 - April 2008
Ameriprise Financial June 2006 - October 2007
Education
Sonoma State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Economics
California Lutheran University
MBA, MBA in Financial Planning
Fidelity Investments April 2008 - Present
Northwestern Mutual November 2007 - April 2008
Ameriprise Financial June 2006 - October 2007
Education
Sonoma State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Economics
California Lutheran University
MBA, MBA in Financial Planning
Patrick Jakowchik's Fidelity Investments Experience July 2011 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Charles Schwab & Co., Inc March 2010 - July 2011
Charles Schwab & Co., Inc April 2008 - March 2010
Westwood Capital Management September 2004 - April 2008
Reconciliation Department September 1999 - September 2004
Skills
Investments
Education
California Lutheran University 2002 — 2004
California Lutheran University
Bachelor of Science, Business Management
Fidelity Investments July 2011 - Present
Charles Schwab & Co., Inc March 2010 - July 2011
Charles Schwab & Co., Inc April 2008 - March 2010
Westwood Capital Management September 2004 - April 2008
Reconciliation Department September 1999 - September 2004
Skills
Investments
Education
California Lutheran University 2002 — 2004
California Lutheran University
Bachelor of Science, Business Management
John Pruente, PMP's Fidelity Investments Experience April 2008 - March 2009
Job Open to new opportunities in October.
Industry Information Technology and Services
Experience
Biogen July 2014 - Present
CVS Caremark Corporation March 2014 - July 2014
TJX August 2012 - January 2014
University of Massachsetts December 2010 - August 2012
Fidelity Investments April 2008 - March 2009
Fidelity Investments July 2007 - March 2008
Fidelity Investments May 2003 - June 2007
Fidelity Investments September 1999 - April 2003
Oracle June 1993 - January 1994
NeXT June 1989 - June 1993
Education
California State University-East Bay 1979 — 1983
BS, Business Administration
Biogen July 2014 - Present
CVS Caremark Corporation March 2014 - July 2014
TJX August 2012 - January 2014
University of Massachsetts December 2010 - August 2012
Fidelity Investments April 2008 - March 2009
Fidelity Investments July 2007 - March 2008
Fidelity Investments May 2003 - June 2007
Fidelity Investments September 1999 - April 2003
Oracle June 1993 - January 1994
NeXT June 1989 - June 1993
Education
California State University-East Bay 1979 — 1983
BS, Business Administration
Amanda Bell Smith's Fidelity Investments Experience October 2008 - Present
Job VP, Strategic Initiatives at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Fidelity Investments January 2007 - October 2008
Fidelity Investments January 2006 - January 2007
Fidelity Investments June 2005 - January 2006
Fidelity Investments May 2004 - June 2005
Fidelity Investments May 2003 - May 2004
Fidelity Investments May 2002 - May 2003
Fidelity Investments May 2001 - May 2002
Fidelity Investments November 2000 - May 2001
Hot Off The Wire.com May 2000 - October 2000
Skills
Financial Services, Business Analysis, Portfolio Management, Defined Benefit, Business Intelligence, Relationship Management, Strategic Planning, Vendor Management, Financial Modeling, Process Improvement, Cross-functional Team..., Program Management, Mergers & Acquisitions, Product Management, Strategy, Leadership, Management
Education
University of South Carolina - Darla Moore School of Business 1996 — 1998
MBA, Finance
Butler University 1992 — 1996
BS, Chemistry
Fidelity Investments October 2008 - Present
Fidelity Investments January 2007 - October 2008
Fidelity Investments January 2006 - January 2007
Fidelity Investments June 2005 - January 2006
Fidelity Investments May 2004 - June 2005
Fidelity Investments May 2003 - May 2004
Fidelity Investments May 2002 - May 2003
Fidelity Investments May 2001 - May 2002
Fidelity Investments November 2000 - May 2001
Hot Off The Wire.com May 2000 - October 2000
Skills
Financial Services, Business Analysis, Portfolio Management, Defined Benefit, Business Intelligence, Relationship Management, Strategic Planning, Vendor Management, Financial Modeling, Process Improvement, Cross-functional Team..., Program Management, Mergers & Acquisitions, Product Management, Strategy, Leadership, Management
Education
University of South Carolina - Darla Moore School of Business 1996 — 1998
MBA, Finance
Butler University 1992 — 1996
BS, Chemistry
Dolly Wilkinson's Fidelity Investments Experience April 2000 - Present
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2000 - Present
Education
Bunker Hill Community College
Fidelity Investments April 2000 - Present
Education
Bunker Hill Community College
Debbie Chandler's Fidelity Investments Experience November 2007 - June 2008
Job Deputy Chief Investment Officer at Chandler Personal Wealth Management
Industry Investment Management
Experience
Chandler Personal Wealth Management April 2013 - Present
The Futures Company June 2009 - April 2013
Fidelity Investments November 2007 - June 2008
Deborah Chandler & Associates June 2003 - November 2007
The Dialog Corporation September 2001 - June 2003
PricewaterhouseCoopers March 1998 - July 2001
BlueCross BlueShield of NC September 1995 - September 1997
PHP, Inc. (United Healthcare) February 1993 - September 1995
RJR Nabisco (Planters LifeSavers) 1989 - 1993
Skills
Change Management, Employee Relations, Performance Management, Organizational..., Leadership Development, Human Resources, Recruiting, Succession Planning, Program Management, Budgets, Deferred Compensation, Interviews, Employee Benefits, Leadership, Sales, Executive Search, Business Development, Consulting, Outsourcing, Team Leadership, Management, Personnel Management
Education
Caldwell College
BA, Spanish
Fairleigh Dickinson University-Metropolitan Campus
MBA, Management
Chandler Personal Wealth Management April 2013 - Present
The Futures Company June 2009 - April 2013
Fidelity Investments November 2007 - June 2008
Deborah Chandler & Associates June 2003 - November 2007
The Dialog Corporation September 2001 - June 2003
PricewaterhouseCoopers March 1998 - July 2001
BlueCross BlueShield of NC September 1995 - September 1997
PHP, Inc. (United Healthcare) February 1993 - September 1995
RJR Nabisco (Planters LifeSavers) 1989 - 1993
Skills
Change Management, Employee Relations, Performance Management, Organizational..., Leadership Development, Human Resources, Recruiting, Succession Planning, Program Management, Budgets, Deferred Compensation, Interviews, Employee Benefits, Leadership, Sales, Executive Search, Business Development, Consulting, Outsourcing, Team Leadership, Management, Personnel Management
Education
Caldwell College
BA, Spanish
Fairleigh Dickinson University-Metropolitan Campus
MBA, Management
Marie (Julie) Evans's Fidelity Investments Experience November 1999 - December 2002
Job Senior Personal Banker Universal at Citizens Bank
Industry Banking
Experience
Citizens Bank October 2013 - Present
Medford Family Network January 2013 - Present
ECLECTIC ENTERTAINMENT & SERVICES,INC July 2001 - Present
Eastern Bank January 2004 - September 2009
Fidelity Investments November 1999 - December 2002
Skills
Accounts Payable, Financial Analysis, Microsoft Excel, Event Planning, Management, QuickBooks, Accounts Receivable, Public Speaking, Banking, Small Business Lending, Access, Loans, Risk Management, Call Centers, Team Building, Customer Service
Education
Salem State University 1999 — 2000
Business Finance
NEW ENGLAND COLLEGE OF FINANCE 1990 — 1997
Associates, Business Administration; Management
Bunker Hill Community College 1988 — 1990
Liberal Arts, Business
Citizens Bank October 2013 - Present
Medford Family Network January 2013 - Present
ECLECTIC ENTERTAINMENT & SERVICES,INC July 2001 - Present
Eastern Bank January 2004 - September 2009
Fidelity Investments November 1999 - December 2002
Skills
Accounts Payable, Financial Analysis, Microsoft Excel, Event Planning, Management, QuickBooks, Accounts Receivable, Public Speaking, Banking, Small Business Lending, Access, Loans, Risk Management, Call Centers, Team Building, Customer Service
Education
Salem State University 1999 — 2000
Business Finance
NEW ENGLAND COLLEGE OF FINANCE 1990 — 1997
Associates, Business Administration; Management
Bunker Hill Community College 1988 — 1990
Liberal Arts, Business
Michelle Ruan's Fidelity Investments Experience January 2013 - June 2014
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments January 2013 - June 2014
Merrill Edge July 2011 - December 2012
MetLife July 2008 - August 2010
Merrill Lynch June 2006 - April 2008
Chinatrust Bank April 2005 - May 2006
Skills
Retirement Planning, Client Relationships..., Business Development, Client Prospecting, Account Management, Problem Solving, Investment Strategies
Education
California State University-Fresno 2002 — 2004
BA, mathematics
Fidelity Investments January 2013 - June 2014
Merrill Edge July 2011 - December 2012
MetLife July 2008 - August 2010
Merrill Lynch June 2006 - April 2008
Chinatrust Bank April 2005 - May 2006
Skills
Retirement Planning, Client Relationships..., Business Development, Client Prospecting, Account Management, Problem Solving, Investment Strategies
Education
California State University-Fresno 2002 — 2004
BA, mathematics
Lionel Beane's Fidelity Investments Experience March 1987 - February 1999
Job Financial Services Professional
Industry Financial Services
Experience
State Street Corporation February 1999 - December 2008
Fidelity Investments March 1987 - February 1999
Fidelity Investments February 1987 - February 1999
Education
Bunker Hill Community College
Associate, Criminal Justice
Northeastern University
A.S, Criminal Justice Studies; Criminal Justice
State Street Corporation February 1999 - December 2008
Fidelity Investments March 1987 - February 1999
Fidelity Investments February 1987 - February 1999
Education
Bunker Hill Community College
Associate, Criminal Justice
Northeastern University
A.S, Criminal Justice Studies; Criminal Justice
Brent Honea, J.D.- M.B.A.'s Fidelity Investments Experience January 2007 - February 2009
Job Attorney At Law at Barth Calderon Attorneys, LLP.
Industry Financial Services
Experience
Barth Calderon Attorneys, LLP. November 2013 - Present
Law Student - Western State Univ. College of Law August 2009 - June 2013
RJL Wealth Management June 2012 - January 2013
1st Global August 2009 - March 2011
Fidelity Investments January 2007 - February 2009
ADP Clearing January 2006 - December 2006
National Financial Services Group April 2001 - July 2005
Wedbush Securities 1998 - 2001
American Savings Bank 1990 - 1993
American Savings Bank 1990 - 1993
Skills
Business Development, 401k, Sales, Series 7, New Business Development, Leadership, Management, Sales Management, Wealth Management, Retirement, Executive Management, Strategy, Estate Planning, Retirement Planning, Competitive Analysis, Investments, Securities, Insurance, Portfolio Management, Financial Advisory, Wealth Management...
Education
Western State University College of Law 2009 — 2013
J.D., Emphasis: Estate Planning / Tax / Business Law
California State Polytechnic University-Pomona 1997 — 1998
MBA, Finance, Finance
Barth Calderon Attorneys, LLP. November 2013 - Present
Law Student - Western State Univ. College of Law August 2009 - June 2013
RJL Wealth Management June 2012 - January 2013
1st Global August 2009 - March 2011
Fidelity Investments January 2007 - February 2009
ADP Clearing January 2006 - December 2006
National Financial Services Group April 2001 - July 2005
Wedbush Securities 1998 - 2001
American Savings Bank 1990 - 1993
American Savings Bank 1990 - 1993
Skills
Business Development, 401k, Sales, Series 7, New Business Development, Leadership, Management, Sales Management, Wealth Management, Retirement, Executive Management, Strategy, Estate Planning, Retirement Planning, Competitive Analysis, Investments, Securities, Insurance, Portfolio Management, Financial Advisory, Wealth Management...
Education
Western State University College of Law 2009 — 2013
J.D., Emphasis: Estate Planning / Tax / Business Law
California State Polytechnic University-Pomona 1997 — 1998
MBA, Finance, Finance
Jim Rickman's Fidelity Investments Experience April 1995 - December 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments April 1995 - December 2008
Fidelity Investments eBusiness (FeB) 1998 - 2008
Education
California State University-Chico 1973 — 1975
M.A., Music Theory and Composition
Fidelity Investments April 1995 - December 2008
Fidelity Investments eBusiness (FeB) 1998 - 2008
Education
California State University-Chico 1973 — 1975
M.A., Music Theory and Composition
Christopher J. Olivarez's Fidelity Investments Experience June 2015 - Present
Job Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
E*TRADE Financial Corporation March 2014 - June 2015
Merrill Lynch December 2011 - May 2014
Salesforce.com June 2011 - October 2011
Silicon Valley Capital Management October 2009 - November 2010
Skills
Finance, Management, Analysis, Portfolio Management, Financial Analysis, Microsoft Office, Sales, Equities, Investments, Financial Modeling
Education
San Jose State University 2009 — 2011
BS, Economics, Business Management
Cabrillo College 2007 — 2009
AA, Business Administration
Fidelity Investments June 2015 - Present
E*TRADE Financial Corporation March 2014 - June 2015
Merrill Lynch December 2011 - May 2014
Salesforce.com June 2011 - October 2011
Silicon Valley Capital Management October 2009 - November 2010
Skills
Finance, Management, Analysis, Portfolio Management, Financial Analysis, Microsoft Office, Sales, Equities, Investments, Financial Modeling
Education
San Jose State University 2009 — 2011
BS, Economics, Business Management
Cabrillo College 2007 — 2009
AA, Business Administration
Jennifer Rogers Markwell's Fidelity Investments Experience July 2013 - Present
Job Financial Advisor Business Owner TV Host
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
TV July 2013 - Present
Kona Gold Coffee Co. (aka Kona Bar) October 2009 - December 2013
CUSO Financial Services, L.P. at United Federal Credit Union January 2012 - June 2013
Edward Jones May 2010 - December 2011
Gems TV December 2008 - May 2010
Gems TV USA February 2007 - December 2008
KOLO News Channel 8 (ABC) February 2003 - March 2008
KHSL News Channel 12 (CBS) March 2002 - February 2003
KNVN News Channel 24 (NBC) March 2001 - March 2002
Education
California State University-Chico
BA, Communications in Media
Fidelity Investments July 2013 - Present
TV July 2013 - Present
Kona Gold Coffee Co. (aka Kona Bar) October 2009 - December 2013
CUSO Financial Services, L.P. at United Federal Credit Union January 2012 - June 2013
Edward Jones May 2010 - December 2011
Gems TV December 2008 - May 2010
Gems TV USA February 2007 - December 2008
KOLO News Channel 8 (ABC) February 2003 - March 2008
KHSL News Channel 12 (CBS) March 2002 - February 2003
KNVN News Channel 24 (NBC) March 2001 - March 2002
Education
California State University-Chico
BA, Communications in Media
Nisan Maklin's Fidelity Investments Experience June 2008 - Present
Job Asset Management IT Professional at Fidelity Investments, MCP Windows® 7 (MCSA)
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Fidelity Investments October 2005 - May 2008
Fidelity Investments December 2004 - September 2005
Fidelity Investments April 2003 - November 2004
Skills
Visio, Disaster Recovery, SharePoint, Project Management, Vendor Management, Active Directory, Incident Management, Security, Help Desk Support, Technical Support, ITIL, Servers, Windows Server, IT Operations, Hardware, Operating Systems
Education
New Horizons Learning Center - Greater Boston, MA 2011 — 2013
MCP - Windows 7 Microsoft® Certified Solutions Associate, Microsoft® Windows 7 Certification
Bunker Hill Community College 2003 — 2008
MIS, Computer Information Systems
Be'er Sheva College of Technology 2000 — 2001
Certificate, Pc&Network Technician Certification
High School for Environmental Education, Sde-Boker 1991 — 1995
High School Diploma, Environmental Disciplines, Biology
Fidelity Investments June 2008 - Present
Fidelity Investments October 2005 - May 2008
Fidelity Investments December 2004 - September 2005
Fidelity Investments April 2003 - November 2004
Skills
Visio, Disaster Recovery, SharePoint, Project Management, Vendor Management, Active Directory, Incident Management, Security, Help Desk Support, Technical Support, ITIL, Servers, Windows Server, IT Operations, Hardware, Operating Systems
Education
New Horizons Learning Center - Greater Boston, MA 2011 — 2013
MCP - Windows 7 Microsoft® Certified Solutions Associate, Microsoft® Windows 7 Certification
Bunker Hill Community College 2003 — 2008
MIS, Computer Information Systems
Be'er Sheva College of Technology 2000 — 2001
Certificate, Pc&Network Technician Certification
High School for Environmental Education, Sde-Boker 1991 — 1995
High School Diploma, Environmental Disciplines, Biology
Craig Theile's Fidelity Investments Experience December 2010 - February 2013
Job Licensed Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
PNC February 2013 - July 2014
Fidelity Investments December 2010 - February 2013
Touchstone Investments, a Division of Western and Southern Financial Group December 2007 - November 2010
Skills
Fixed Annuities, Investments, Retirement Planning, Asset Managment, Loans, Insurance, Sales, Equities, Relationship Management, Asset Management
Education
Butler University - College of Business Administration
B.S., Business Administration
Wyoming High School
Scottrade August 2014 - Present
PNC February 2013 - July 2014
Fidelity Investments December 2010 - February 2013
Touchstone Investments, a Division of Western and Southern Financial Group December 2007 - November 2010
Skills
Fixed Annuities, Investments, Retirement Planning, Asset Managment, Loans, Insurance, Sales, Equities, Relationship Management, Asset Management
Education
Butler University - College of Business Administration
B.S., Business Administration
Wyoming High School
Mona Clark's Fidelity Investments Experience 1991 - 1996
Job Sr. Software Engineer at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines November 1998 - Present
Levi Strauss & Co. August 1996 - October 1998
Fidelity Investments 1991 - 1996
HP Enterprise Services June 1988 - September 1991
Skills
Airlines, SDLC, Requirements Analysis, SOA, Agile Methodologies, Integration, Business Analysis, Unix, SQL, Software Development, Aviation, Requirements Gathering, Oracle, XML, ClearCase, Web Services, Perl, JMS, Scrum, Visio, Tomcat, Databases, Database Design, PL/SQL, Testing, Websphere, Agile Project Management, Software Design, Unix Shell Scripting, Solution Architecture, Linux, Software Engineering, Architectures, Solaris, Quality Center
Education
California State University, Fresno 1986 — 1988
B.S., Information Systems
Southwest Airlines November 1998 - Present
Levi Strauss & Co. August 1996 - October 1998
Fidelity Investments 1991 - 1996
HP Enterprise Services June 1988 - September 1991
Skills
Airlines, SDLC, Requirements Analysis, SOA, Agile Methodologies, Integration, Business Analysis, Unix, SQL, Software Development, Aviation, Requirements Gathering, Oracle, XML, ClearCase, Web Services, Perl, JMS, Scrum, Visio, Tomcat, Databases, Database Design, PL/SQL, Testing, Websphere, Agile Project Management, Software Design, Unix Shell Scripting, Solution Architecture, Linux, Software Engineering, Architectures, Solaris, Quality Center
Education
California State University, Fresno 1986 — 1988
B.S., Information Systems
SAMANTHA WALLS's Fidelity Investments Experience March 1987 - February 2009
Job Secuirty Coordinator/Receptionist at Wistron GreenTech (Texas) Corp.
Industry Financial Services
Experience
Wistron GreenTech (Texas) Corp. April 2013 - Present
Weiser Security Services, Inc. January 2011 - April 2013
Fidelity Investments March 1987 - February 2009
Skills
Access Control, Customer Service, Microsoft Word, Customer Satisfaction
Education
TechSkills 2009 — 2010
Pharmacy Technician
Bunker Hill Community College 1987 — 1988
Business
Wistron GreenTech (Texas) Corp. April 2013 - Present
Weiser Security Services, Inc. January 2011 - April 2013
Fidelity Investments March 1987 - February 2009
Skills
Access Control, Customer Service, Microsoft Word, Customer Satisfaction
Education
TechSkills 2009 — 2010
Pharmacy Technician
Bunker Hill Community College 1987 — 1988
Business
Dana Hagist's Fidelity Investments Experience March 2010 - March 2013
Job Review Appraiser at US Dept of Veterans Affairs
Industry Government Administration
Experience
U.S. Department of Veterans Affairs April 2014 - Present
Department of Veterans Affairs April 2013 - Present
Fidelity Investments March 2010 - March 2013
Burnham Gibson Financial Group March 2009 - October 2010
US Army July 2002 - July 2005
Skills
Public Speaking, Intelligence, Customer Service, Microsoft Word, Military Experience, Social Media, Microsoft Excel, PowerPoint
Education
University of Colorado Denver 2013 — 2015
Master of Arts (M.A.), Economics
University of California, Irvine 2007 — 2010
Bachelors, Business Economics & Sociology
Cabrillo College 2005 — 2007
Associates, Economics
U.S. Department of Veterans Affairs April 2014 - Present
Department of Veterans Affairs April 2013 - Present
Fidelity Investments March 2010 - March 2013
Burnham Gibson Financial Group March 2009 - October 2010
US Army July 2002 - July 2005
Skills
Public Speaking, Intelligence, Customer Service, Microsoft Word, Military Experience, Social Media, Microsoft Excel, PowerPoint
Education
University of Colorado Denver 2013 — 2015
Master of Arts (M.A.), Economics
University of California, Irvine 2007 — 2010
Bachelors, Business Economics & Sociology
Cabrillo College 2005 — 2007
Associates, Economics
Maria Parker's Fidelity Investments Experience January 2000 - January 2002
Job Tech Support Analyst at Collegiate Insurance Resources, a division of USI Affinity
Industry Insurance
Experience
Canon Solutions America November 2012 - Present
USI Affinity September 2008 - February 2012
JP Morgan Chase, Inc January 2008 - May 2008
Home Based January 2006 - January 2007
Hewlett Packard January 2002 - January 2005
Fidelity Investments January 2000 - January 2002
OrderTrust January 1999 - January 2000
Skills
Lotus Notes, Active Directory, Networking, Technical Support, XP, VPN, Microsoft Office, Troubleshooting, Access, Cisco Technologies, Computer Hardware, Data Center, Desktop Computers, Hardware, Laptops, Microsoft Exchange, Software Installation, Operating Systems, Quality Assurance, System Administration, Training, Visio, WAN, Windows 7, Windows XP
Education
Avtech Institute
Avaya 2001 — 2001
Telephony, Telephony
Arthur McNeil
Bunker Hill Community College
Business Management
Lanop Corporation
Canon Solutions America November 2012 - Present
USI Affinity September 2008 - February 2012
JP Morgan Chase, Inc January 2008 - May 2008
Home Based January 2006 - January 2007
Hewlett Packard January 2002 - January 2005
Fidelity Investments January 2000 - January 2002
OrderTrust January 1999 - January 2000
Skills
Lotus Notes, Active Directory, Networking, Technical Support, XP, VPN, Microsoft Office, Troubleshooting, Access, Cisco Technologies, Computer Hardware, Data Center, Desktop Computers, Hardware, Laptops, Microsoft Exchange, Software Installation, Operating Systems, Quality Assurance, System Administration, Training, Visio, WAN, Windows 7, Windows XP
Education
Avtech Institute
Avaya 2001 — 2001
Telephony, Telephony
Arthur McNeil
Bunker Hill Community College
Business Management
Lanop Corporation
Carla Gonzales's Fidelity Investments Experience June 2013 - August 2013
Job Designer + Researcher
Industry Design
Experience
Quotient Design Research September 2014 - Present
Independent June 2014 - Present
Stanford University September 2012 - June 2014
Fidelity Investments June 2013 - August 2013
Geyrhalter & Co August 2009 - August 2012
Douglas Joseph Partners 2008 - 2009
AdamsMorioka 2007 - 2008
Delta Creative 2006 - 2007
Skills
Ethnography, Interaction Design, User Experience, Web Design, Graphic Design, Illustrator, Visual Communication, Corporate Branding, User Interface, User Interface Design, Information Architecture, Wire Framing, Rapid Prototyping, Corporate Identity, Typography, Logo Design, Photoshop
Education
Stanford University 2012 — 2014
Master of Fine Arts (MFA), Product Design
California State Polytechnic University-Pomona 2003 — 2006
Bachelor of Fine Arts (BFA), Graphic Design, Magna Cum Laude
Pontificia Universidad Católica del Perú 1998 — 1999
Completion of General Education, Liberal Arts
Saddleback College
AA, Fine Arts
Quotient Design Research September 2014 - Present
Independent June 2014 - Present
Stanford University September 2012 - June 2014
Fidelity Investments June 2013 - August 2013
Geyrhalter & Co August 2009 - August 2012
Douglas Joseph Partners 2008 - 2009
AdamsMorioka 2007 - 2008
Delta Creative 2006 - 2007
Skills
Ethnography, Interaction Design, User Experience, Web Design, Graphic Design, Illustrator, Visual Communication, Corporate Branding, User Interface, User Interface Design, Information Architecture, Wire Framing, Rapid Prototyping, Corporate Identity, Typography, Logo Design, Photoshop
Education
Stanford University 2012 — 2014
Master of Fine Arts (MFA), Product Design
California State Polytechnic University-Pomona 2003 — 2006
Bachelor of Fine Arts (BFA), Graphic Design, Magna Cum Laude
Pontificia Universidad Católica del Perú 1998 — 1999
Completion of General Education, Liberal Arts
Saddleback College
AA, Fine Arts
Trey Solomon's Fidelity Investments Experience July 2013 - Present
Job Vice President Branch Manager
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Charles Schwab / Charles Schwab Bank 2008 - 2013
Charles Schwab 1996 - 2007
Ameriprise Financial Services, Inc. 1993 - 1996
Skills
Series 63, Series 7, Wealth Management, Financial Services, Securities, Retirement Planning, Strategic Financial...
Education
California State University-Chico
Economics
Fidelity Investments July 2013 - Present
Charles Schwab / Charles Schwab Bank 2008 - 2013
Charles Schwab 1996 - 2007
Ameriprise Financial Services, Inc. 1993 - 1996
Skills
Series 63, Series 7, Wealth Management, Financial Services, Securities, Retirement Planning, Strategic Financial...
Education
California State University-Chico
Economics
Melissa Cole Perez's Fidelity Investments Experience January 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments January 2012 - Present
Liberty Mutual Agency Markets August 2010 - January 2012
Liberty Mutual Group September 2001 - August 2010
Priority Health Services January 1988 - January 2001
Skills
Word, Excel, Outlook, Customer Relations, Policy Analysis, Customer Service, Problem Solving, Customer Satisfaction, Teamwork, Claims, Banking, Property & Casualty..., Research, Health Insurance, Operations Management, Insurance
Education
California State University, Fresno 1976 — 1978
B. A., Foreign Language, English Lit
Western Michigan University 1974 — 1976
n/a, English Lit, Foreign Language
Fidelity Investments January 2012 - Present
Liberty Mutual Agency Markets August 2010 - January 2012
Liberty Mutual Group September 2001 - August 2010
Priority Health Services January 1988 - January 2001
Skills
Word, Excel, Outlook, Customer Relations, Policy Analysis, Customer Service, Problem Solving, Customer Satisfaction, Teamwork, Claims, Banking, Property & Casualty..., Research, Health Insurance, Operations Management, Insurance
Education
California State University, Fresno 1976 — 1978
B. A., Foreign Language, English Lit
Western Michigan University 1974 — 1976
n/a, English Lit, Foreign Language
Janet Stanhope's Fidelity Investments Experience April 1997 - May 1999
Job DSPC
Industry Information Technology and Services
Janet Stanhope's Fidelity Investments Experience 1997 - 1999
Job Inside Sales Americas Business Operations Specialist / HR Recruiting Coordinator @ EMC
Industry Information Technology and Services
Experience
EMC May 1999 - Present
EMC April 2011 - August 2011
EMC 1999 - August 2009
Fidelity Investments 1997 - 1999
CLAM Associates 1994 - 1997
The Weitz Company 1987 - 1990
Skills
Customer Service, Planning, Contract Negotiation, Scheduling, Outlook, Project Planning, Process Scheduler, Recruiting, Project Management, Management, Sales, Enterprise Software, Human Resources, Marketing, Interviews, Outsourcing, Vendor Management, Sales Operations, Account Management, Program Management, On-boarding Management, CRM, Team Leadership, Leadership, Salesforce.com, SaaS, Networking, Training, Process Improvement, Strategy, Business Development, Cross-functional Team..., Cloud Computing, Professional Services, Direct Sales, Sales Process, Solution Selling, Sourcing, Business Analysis, Storage, Start-ups, Pre-sales, Strategic Partnerships, Reporting & Analysis, Channel Partners, Lead Generation, Product Management, Consulting, Business Process..., Cold Calling
Education
Dean College 2010 — 2014
Business, GPA: 3.7
Bunker Hill Community College 1997 — 1998
English Language and Literature, General, 3.7
EMC May 1999 - Present
EMC April 2011 - August 2011
EMC 1999 - August 2009
Fidelity Investments 1997 - 1999
CLAM Associates 1994 - 1997
The Weitz Company 1987 - 1990
Skills
Customer Service, Planning, Contract Negotiation, Scheduling, Outlook, Project Planning, Process Scheduler, Recruiting, Project Management, Management, Sales, Enterprise Software, Human Resources, Marketing, Interviews, Outsourcing, Vendor Management, Sales Operations, Account Management, Program Management, On-boarding Management, CRM, Team Leadership, Leadership, Salesforce.com, SaaS, Networking, Training, Process Improvement, Strategy, Business Development, Cross-functional Team..., Cloud Computing, Professional Services, Direct Sales, Sales Process, Solution Selling, Sourcing, Business Analysis, Storage, Start-ups, Pre-sales, Strategic Partnerships, Reporting & Analysis, Channel Partners, Lead Generation, Product Management, Consulting, Business Process..., Cold Calling
Education
Dean College 2010 — 2014
Business, GPA: 3.7
Bunker Hill Community College 1997 — 1998
English Language and Literature, General, 3.7
Mary Anargirou's Fidelity Investments Experience March 1998 - August 2008
Job Charge Nurse
Industry Health, Wellness and Fitness
Experience
Chelsea Jewish Nursing Home - Sub-Acute Rehabilitation Unit October 2012 - Present
Private Duty Home Care August 2012 - Present
Mary Anargirou Consulting October 2010 - Present
Consultant September 2009 - Present
Boston Community Capital January 2011 - July 2011
Liberty Tax Service January 2011 - April 2011
Massachusetts Tax and Asset Building Consortium January 2011 - April 2011
Spaulding Rehabilitation Hospital 2010 - 2010
AIDS Housing Corporation August 2008 - September 2009
Fidelity Investments March 1998 - August 2008
Skills
Finance, Program Management, Financial Analysis, Tax, Accounting, Microsoft Excel, Financial Accounting
Education
Bunker Hill Community College 2009 — 2012
ADN, Registered Nursing/Registered Nurse
Suffolk University 2003 — 2005
MBA, Finance
University of Massachusetts Lowell 1989 — 2003
BSBA, Finance, Marketing, Economics
Chelsea Jewish Nursing Home - Sub-Acute Rehabilitation Unit October 2012 - Present
Private Duty Home Care August 2012 - Present
Mary Anargirou Consulting October 2010 - Present
Consultant September 2009 - Present
Boston Community Capital January 2011 - July 2011
Liberty Tax Service January 2011 - April 2011
Massachusetts Tax and Asset Building Consortium January 2011 - April 2011
Spaulding Rehabilitation Hospital 2010 - 2010
AIDS Housing Corporation August 2008 - September 2009
Fidelity Investments March 1998 - August 2008
Skills
Finance, Program Management, Financial Analysis, Tax, Accounting, Microsoft Excel, Financial Accounting
Education
Bunker Hill Community College 2009 — 2012
ADN, Registered Nursing/Registered Nurse
Suffolk University 2003 — 2005
MBA, Finance
University of Massachusetts Lowell 1989 — 2003
BSBA, Finance, Marketing, Economics
Deanna Weber's Fidelity Investments Experience 1992 - 1998
Job Human Resources Director at Ambrx
Industry Biotechnology
Experience
Ambrx Human Resources DirectorCollateral Therapeutics1999 - 2003
Fidelity Investments 1992 - 1998
Pacific Gas and Electric Company 1990 - 1992
Skills
Personnel Management, Biotechnology, Pharmaceutical Industry, Talent Acquisition, Lifesciences, Human Resources, Drug Discovery, Talent Management, Onboarding, Clinical Development, Biopharmaceuticals, Vaccines, Mergers & Acquisitions
Education
Westminster College
MBA, Organizational Development
California Polytechnic State University-San Luis Obispo
BS, Human Development / Human Resources
Ambrx Human Resources DirectorCollateral Therapeutics1999 - 2003
Fidelity Investments 1992 - 1998
Pacific Gas and Electric Company 1990 - 1992
Skills
Personnel Management, Biotechnology, Pharmaceutical Industry, Talent Acquisition, Lifesciences, Human Resources, Drug Discovery, Talent Management, Onboarding, Clinical Development, Biopharmaceuticals, Vaccines, Mergers & Acquisitions
Education
Westminster College
MBA, Organizational Development
California Polytechnic State University-San Luis Obispo
BS, Human Development / Human Resources
Brian Nervino's Fidelity Investments Experience StudentCalifornia State University, ChicoAugust 2011 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments StudentCalifornia State University, ChicoAugust 2011 - Present
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Customer Service, Social Media, Microsoft Word, Event Planning, Research, Team Leadership, Leadership, Strategic Planning, Teaching, Fundraising
Education
California State University-Chico 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Palma High School
Fidelity Investments StudentCalifornia State University, ChicoAugust 2011 - Present
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Customer Service, Social Media, Microsoft Word, Event Planning, Research, Team Leadership, Leadership, Strategic Planning, Teaching, Fundraising
Education
California State University-Chico 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Palma High School
Kimberly Rosati's Fidelity Investments Experience February 2015 - Present
Job VP, Regional Manager, Estate Planning Services Services
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments September 2013 - February 2015
Rosati Law Firm 2006 - 2012
Deloitte 2003 - 2005
McNichols Randick O'Dea, LLP 1999 - 2002
Skills
Wealth, Estate Planning, Trusts, Asset Protection, Wealth Management..., Estate Law, Tax Law, Retirement Planning, Tax, Trust Services, Investment Advisory, High Net Worth..., Financial Advisory, Investment Strategies, Finance
Education
Golden Gate School of Law 1999 — 2001
Master of Laws in Taxation (LL.M.)
JFK University School of Law 1995 — 1999
Juris Doctor
Golden Gate University 1995 — 1997
Master of Science (M.S.), Finance - Financial Planning Option
California Polytechnic State University-San Luis Obispo 1990 — 1991
Master of Business Administration (M.B.A.)
California State University-East Bay 1987 — 1989
Bachelor of Science (B.S.), Business Administration - Finance Option
Fidelity Investments February 2015 - Present
Fidelity Investments September 2013 - February 2015
Rosati Law Firm 2006 - 2012
Deloitte 2003 - 2005
McNichols Randick O'Dea, LLP 1999 - 2002
Skills
Wealth, Estate Planning, Trusts, Asset Protection, Wealth Management..., Estate Law, Tax Law, Retirement Planning, Tax, Trust Services, Investment Advisory, High Net Worth..., Financial Advisory, Investment Strategies, Finance
Education
Golden Gate School of Law 1999 — 2001
Master of Laws in Taxation (LL.M.)
JFK University School of Law 1995 — 1999
Juris Doctor
Golden Gate University 1995 — 1997
Master of Science (M.S.), Finance - Financial Planning Option
California Polytechnic State University-San Luis Obispo 1990 — 1991
Master of Business Administration (M.B.A.)
California State University-East Bay 1987 — 1989
Bachelor of Science (B.S.), Business Administration - Finance Option
Ashley Guerrieo's Fidelity Investments Experience September 2012 - Present
Job Meetings & Events Coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Education
Bunker Hill Community College
Fidelity Investments September 2012 - Present
Education
Bunker Hill Community College
Chris Lena's Fidelity Investments Experience September 2013 - December 2013
Job Student / Freelance Designer
Industry Graphic Design
Experience
Bunker Hill Community College September 2010 - Present
Fidelity Investments September 2013 - December 2013
Bunker Hill Community College January 2013 - December 2013
Raytheon January 2013 - June 2013
GNC July 2010 - June 2011
Artists For Humanity September 2003 - 2006
Skills
Illustrator, Graphic Design, Photoshop, OS X, Photography, Adobe Creative Suite, InDesign, Social Networking, Illustration, Adobe Acrobat, Windows 7, AutoCAD, Mac OS, Mac, iWork, Research, PowerPoint, Access, Teamwork, Boxing, Kickboxing, Logo Design, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Book Cover Design, Publication Design, Concepting, Editing, Layout, Graphics
Education
Bunker Hill Community College 2010 — 2015
Associate's degree, Graphic Design
Universidad San Ignacio de Loyola 2012 — 2012
Photography/History of Inca Civilization
Bunker Hill Community College September 2010 - Present
Fidelity Investments September 2013 - December 2013
Bunker Hill Community College January 2013 - December 2013
Raytheon January 2013 - June 2013
GNC July 2010 - June 2011
Artists For Humanity September 2003 - 2006
Skills
Illustrator, Graphic Design, Photoshop, OS X, Photography, Adobe Creative Suite, InDesign, Social Networking, Illustration, Adobe Acrobat, Windows 7, AutoCAD, Mac OS, Mac, iWork, Research, PowerPoint, Access, Teamwork, Boxing, Kickboxing, Logo Design, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Book Cover Design, Publication Design, Concepting, Editing, Layout, Graphics
Education
Bunker Hill Community College 2010 — 2015
Associate's degree, Graphic Design
Universidad San Ignacio de Loyola 2012 — 2012
Photography/History of Inca Civilization
Adam Laaker's Fidelity Investments Experience August 2010 - Present
Job Supervisory Delegate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Fidelity Investments December 2002 - Present
Education
Butler University 1995 — 1999
Bachelor's degree, Finance
Fidelity Investments August 2010 - Present
Fidelity Investments December 2002 - Present
Education
Butler University 1995 — 1999
Bachelor's degree, Finance
Christine Comeau's Fidelity Investments Experience 1989 - 2001
Job Claims Disbursbursement Analyst at Beacon Health Options
Industry Computer Software
Experience
Beacon Health Options March 2015 - May 2015
Aspen Technology March 2012 - February 2015
Public Consulting Group February 2011 - October 2011
Primax June 2008 - October 2010
First Marblehead 2005 - 2008
Fidelity Investments 1989 - 2001
Skills
Accounting, Customer Service, Banking, Vendor Management
Education
Bunker Hill Community College 1981 — 1983
Pope John XXIII High School 1977 — 1981
Beacon Health Options March 2015 - May 2015
Aspen Technology March 2012 - February 2015
Public Consulting Group February 2011 - October 2011
Primax June 2008 - October 2010
First Marblehead 2005 - 2008
Fidelity Investments 1989 - 2001
Skills
Accounting, Customer Service, Banking, Vendor Management
Education
Bunker Hill Community College 1981 — 1983
Pope John XXIII High School 1977 — 1981
Debra Durning's Fidelity Investments Experience 1995 - 1997
Job Senior SQA Engineer at Philips Teletrol
Industry Computer Software
Experience
Philips Teletrol November 2006 - April 2015
AscendantOne 2004 - 2006
Computer Associates, Inc 1997 - 2004
Fidelity Investments 1995 - 1997
EMD Millipore 1994 - 1995
Chase 1990 - 1992
Honeywell 1982 - 1988
Skills
Software Quality..., Internal Audit, Unix Operating Systems, 8D Problem Solving, ICP, Testing, Agile Methodologies, Quality Assurance
Education
Northeastern University
Bunker Hill Community College
Philips Teletrol November 2006 - April 2015
AscendantOne 2004 - 2006
Computer Associates, Inc 1997 - 2004
Fidelity Investments 1995 - 1997
EMD Millipore 1994 - 1995
Chase 1990 - 1992
Honeywell 1982 - 1988
Skills
Software Quality..., Internal Audit, Unix Operating Systems, 8D Problem Solving, ICP, Testing, Agile Methodologies, Quality Assurance
Education
Northeastern University
Bunker Hill Community College
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank