Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Lesley E. Cannan, CFP® Lesley E. Cannan, CFP®'s Fidelity Investments Experience March 2010 - December 2012
Job Investment Advisor at Litman Gregory Asset Management
Industry Investment Management
Experience
Litman Gregory December 2012 - Present
Fidelity Investments March 2010 - December 2012
Independent Consulting May 2005 - February 2010
Core Asset Management Company February 1998 - May 2005
Skills
Wealth Preservation..., Asset Allocation, Tax Efficiency, Risk Management, Alternative Investments, Retirement Income..., Portfolio Management, Personal Financial..., Insurance, Charitable Gift Planning, Small Business, Helping Clients Succeed, Account Management, Investment Advisory, Wealth Management, Multi-generational...
Education
San Francisco State University 2010 — 2011
Executive Certificate in Financial Planning
University of Montana 1993 — 1997
BA, Liberal Studies
California State University-Sacramento 1991 — 1993
Physical Therapy
Litman Gregory December 2012 - Present
Fidelity Investments March 2010 - December 2012
Independent Consulting May 2005 - February 2010
Core Asset Management Company February 1998 - May 2005
Skills
Wealth Preservation..., Asset Allocation, Tax Efficiency, Risk Management, Alternative Investments, Retirement Income..., Portfolio Management, Personal Financial..., Insurance, Charitable Gift Planning, Small Business, Helping Clients Succeed, Account Management, Investment Advisory, Wealth Management, Multi-generational...
Education
San Francisco State University 2010 — 2011
Executive Certificate in Financial Planning
University of Montana 1993 — 1997
BA, Liberal Studies
California State University-Sacramento 1991 — 1993
Physical Therapy
Samar Nasiri CFP® Samar Nasiri CFP®'s Fidelity Investments Experience February 2009 - December 2010
Job Sales Operations Manager at Sierra Investment Management
Industry Financial Services
Experience
Sierra Investment Management, Inc. September 2015 - Present
Vertical Capital Markets Group, LLC March 2013 - May 2015
Vertical Capital Markets Group, LLC April 2013 - September 2014
E*TRADE Financial January 2011 - October 2012
Fidelity Investments February 2009 - December 2010
Ameriprise Financial April 2008 - February 2009
Skills
Series 7, Portfolio Management, Sales, Risk Management, Marketing, Management, Wealth Management, Asset Allocation, High Net Worth..., Investments, Finance, Securities, Mutual Funds, Salesforce.com, CRM, Retirement Planning, Series 63, FINRA, Retirement, Insurance
Education
California State University-Fullerton 2003 — 2008
BA, Business Finance
Sierra Investment Management, Inc. September 2015 - Present
Vertical Capital Markets Group, LLC March 2013 - May 2015
Vertical Capital Markets Group, LLC April 2013 - September 2014
E*TRADE Financial January 2011 - October 2012
Fidelity Investments February 2009 - December 2010
Ameriprise Financial April 2008 - February 2009
Skills
Series 7, Portfolio Management, Sales, Risk Management, Marketing, Management, Wealth Management, Asset Allocation, High Net Worth..., Investments, Finance, Securities, Mutual Funds, Salesforce.com, CRM, Retirement Planning, Series 63, FINRA, Retirement, Insurance
Education
California State University-Fullerton 2003 — 2008
BA, Business Finance
Charles Ligonde Charles Ligonde's Fidelity Investments Experience 2012 - 2013
Job Audio Visual Technician / IT Intern
Industry Information Technology and Services
Experience
Fidelity Investments 2012 - 2013
Skills
Visio
Education
Cambridge College 2012 — 2013
Bachelor's of science
Fidelity Investments 2012 - 2013
Skills
Visio
Education
Cambridge College 2012 — 2013
Bachelor's of science
Tamara Button Tamara Button's Fidelity Investments Experience February 2010 - Present
Job Equity Compensation Managing Director, Fidelity Stock Plan Services
Industry Financial Services
Experience
Fidelity Investments February 2010 - Present
Agilent Technologies September 2007 - February 2010
Agilent Technologies March 2000 - September 2007
Molecular Dynamics April 1997 - March 2000
Skills
Strategic Planning, Relationship Management, Cross-functional Team..., Business Development, Business Process..., Manage Client..., Written & Oral..., Team Leadership, Human Resources, Employee Relations, Business Analysis, Management, Employee Benefits, Equities, Personnel Management, Vendor Management
Education
California State University-Hayward
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments February 2010 - Present
Agilent Technologies September 2007 - February 2010
Agilent Technologies March 2000 - September 2007
Molecular Dynamics April 1997 - March 2000
Skills
Strategic Planning, Relationship Management, Cross-functional Team..., Business Development, Business Process..., Manage Client..., Written & Oral..., Team Leadership, Human Resources, Employee Relations, Business Analysis, Management, Employee Benefits, Equities, Personnel Management, Vendor Management
Education
California State University-Hayward
Bachelor of Science (B.S.), Business Administration and Management, General
Anthony Adelizi Anthony Adelizi's Fidelity Investments Experience April 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Wells Fargo Advisors October 2012 - December 2014
Cbeyond October 2010 - February 2012
Nordstrom October 2005 - October 2010
New York Life Insurance Company July 2009 - May 2010
Skills
Retirement Planning, Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Tax-Efficient Strategies, Stock Analysis, Fixed-income Strategies, Business-owner Planning, Retirement Plan..., Life Insurance
Education
Cal State Fullerton 2007 — 2009
Bachelor of Arts (B.A.), Financial Planning and Services
Fullerton College 2005 — 2007
General Education
El Dorado High School 2001 — 2005
Fidelity Investments April 2015 - Present
Wells Fargo Advisors October 2012 - December 2014
Cbeyond October 2010 - February 2012
Nordstrom October 2005 - October 2010
New York Life Insurance Company July 2009 - May 2010
Skills
Retirement Planning, Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Tax-Efficient Strategies, Stock Analysis, Fixed-income Strategies, Business-owner Planning, Retirement Plan..., Life Insurance
Education
Cal State Fullerton 2007 — 2009
Bachelor of Arts (B.A.), Financial Planning and Services
Fullerton College 2005 — 2007
General Education
El Dorado High School 2001 — 2005
Chris Peterson, CFP® Chris Peterson, CFP®'s Fidelity Investments Experience April 2009 - May 2014
Job Peterson Financial Strategies, LLC
Industry Financial Services
Experience
Peterson Financial Strategies, LLC June 2014 - Present
Fidelity Investments April 2009 - May 2014
Fisher Investments July 2008 - March 2009
Fidelity Investments October 1998 - June 2008
Education
Calvin College 1993 — 1997
B.A., Economics
Peterson Financial Strategies, LLC June 2014 - Present
Fidelity Investments April 2009 - May 2014
Fisher Investments July 2008 - March 2009
Fidelity Investments October 1998 - June 2008
Education
Calvin College 1993 — 1997
B.A., Economics
Dana Lucas, PMP's Fidelity Investments Experience May 2007 - July 2009
Job VP, Program Lead, AML Ops Global Transformation at Citi
Industry Information Technology and Services
Experience
Citi February 2015 - Present
Xerox October 2013 - February 2015
Fujitsu November 2012 - October 2013
BB&T October 2010 - November 2012
First Citizens Bank December 2009 - October 2010
Food Bank of Central & Eastern NC 2008 - 2010
Fidelity Investments May 2007 - July 2009
Wachovia Bank February 2005 - May 2007
Wachovia Bank August 2000 - February 2005
Moss Adams LLP 1999 - 2000
Skills
Program Management, Project Portfolio..., Software Project..., Offshore Project..., Web Project Management, Project Management, SDLC, Microsoft Project..., Visio, SharePoint, Agile, Waterfall, Process Improvement, Clarity, Implementation Project..., HRO, Business Relationship..., PMO, Resource Allocation, Resource Management, MS Project, Agile Methodologies, Vendor Management, Team Leadership, PMP, CRM, Management, Integration, Leadership, Business Process, Six Sigma, Analysis, Human Resources, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Business Analysis, Business Requirements, IT Strategy, Databases, Risk Management, Project Delivery, Agile Project Management, Software Documentation, IT Management, IT Service Management, ITIL, Enterprise Architecture, Outsourcing, Cross-functional Team...
Education
Chapman University 1992 — 1993
MBA Progam
California State University-San Bernardino 1988 — 1991
BS, Business Admin / Accounting
Citi February 2015 - Present
Xerox October 2013 - February 2015
Fujitsu November 2012 - October 2013
BB&T October 2010 - November 2012
First Citizens Bank December 2009 - October 2010
Food Bank of Central & Eastern NC 2008 - 2010
Fidelity Investments May 2007 - July 2009
Wachovia Bank February 2005 - May 2007
Wachovia Bank August 2000 - February 2005
Moss Adams LLP 1999 - 2000
Skills
Program Management, Project Portfolio..., Software Project..., Offshore Project..., Web Project Management, Project Management, SDLC, Microsoft Project..., Visio, SharePoint, Agile, Waterfall, Process Improvement, Clarity, Implementation Project..., HRO, Business Relationship..., PMO, Resource Allocation, Resource Management, MS Project, Agile Methodologies, Vendor Management, Team Leadership, PMP, CRM, Management, Integration, Leadership, Business Process, Six Sigma, Analysis, Human Resources, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Business Analysis, Business Requirements, IT Strategy, Databases, Risk Management, Project Delivery, Agile Project Management, Software Documentation, IT Management, IT Service Management, ITIL, Enterprise Architecture, Outsourcing, Cross-functional Team...
Education
Chapman University 1992 — 1993
MBA Progam
California State University-San Bernardino 1988 — 1991
BS, Business Admin / Accounting
Maggie Steelman Maggie Steelman's Fidelity Investments Experience June 2010 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments September 2006 - May 2010
Lakewood Country Club January 2006 - September 2006
WIN-TEAM May 2004 - December 2005
Education
California State University-Fullerton 2002 — 2004
Bachelor's Degree, Business Administration, Finance
Fidelity Investments June 2010 - Present
Fidelity Investments September 2006 - May 2010
Lakewood Country Club January 2006 - September 2006
WIN-TEAM May 2004 - December 2005
Education
California State University-Fullerton 2002 — 2004
Bachelor's Degree, Business Administration, Finance
Spencer Lyon Spencer Lyon's Fidelity Investments Experience January 2011 - January 2013
Job Account Executive at NearMap
Industry Computer Software
Experience
nearmap July 2015 - Present
Domo, Inc. February 2013 - July 2015
Fidelity Investments January 2011 - January 2013
Skills
Series 7, Series 63, Business Intelligence, Mutual Funds, Investments, Salesforce.com, Retirement, Retirement Planning, Insurance, Finance, Financial Analysis, Life Insurance
Education
California State University-San Bernardino 2002 — 2004
Bachelor of Arts (B.A.), Economics
nearmap July 2015 - Present
Domo, Inc. February 2013 - July 2015
Fidelity Investments January 2011 - January 2013
Skills
Series 7, Series 63, Business Intelligence, Mutual Funds, Investments, Salesforce.com, Retirement, Retirement Planning, Insurance, Finance, Financial Analysis, Life Insurance
Education
California State University-San Bernardino 2002 — 2004
Bachelor of Arts (B.A.), Economics
Sandra A. Laskowski Sandra A. Laskowski's Fidelity Investments Experience May 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Silicon Valley League of the San Francisco Symphony February 2013 - April 2015
U.S. Trust, Bank of America Private Wealth Management January 2012 - December 2013
3C Advisors & Associates, Inc./Mesirow Financial (Contract work) May 2009 - December 2011
Swing Bridge Capital Advisors 2005 - 2009
Bid4Assets.com 2001 - 2004
Claims Acquisition & Mgmt., Inc./Seidler Amdec Securities, Inc./Bateman Eichler Hill Richards January 1987 - December 2000
Skills
Investments, Financial Services, Wealth Management, Investment Management, Valuation, Financial Analysis, Research, Equities, Financial Advisory, Alternative Investments, Hedge Funds, Financial Transactions, Trading, Financial Reporting
Education
California State University-Northridge
Bachelor of Science, Business Administration - Finance
Fidelity Investments May 2015 - Present
Silicon Valley League of the San Francisco Symphony February 2013 - April 2015
U.S. Trust, Bank of America Private Wealth Management January 2012 - December 2013
3C Advisors & Associates, Inc./Mesirow Financial (Contract work) May 2009 - December 2011
Swing Bridge Capital Advisors 2005 - 2009
Bid4Assets.com 2001 - 2004
Claims Acquisition & Mgmt., Inc./Seidler Amdec Securities, Inc./Bateman Eichler Hill Richards January 1987 - December 2000
Skills
Investments, Financial Services, Wealth Management, Investment Management, Valuation, Financial Analysis, Research, Equities, Financial Advisory, Alternative Investments, Hedge Funds, Financial Transactions, Trading, Financial Reporting
Education
California State University-Northridge
Bachelor of Science, Business Administration - Finance
Taiya Thompson, CFP®, RLP® Taiya Thompson, CFP®, RLP®'s Fidelity Investments Experience January 1998 - February 2012
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management April 2015 - Present
Gentry Wealth Management February 2012 - April 2015
Down Syndrome Organization of Southern NV April 2010 - April 2013
Fidelity Investments January 1998 - February 2012
Skills
Certified Financial..., Financial Life Planning, Wealth Management, Wealth Preservation..., Estate Planning, Wealth Transfer, Asset Protection, Retirement Planning, Insurance Planning, Fixed Income Products, Mutual Funds, Insurance, Investments, Series 7, Series 63, Series 65, Insurance Licenses, Investment Strategies, Portfolio Management, Wealth Management..., Income Protection, Personal Finance, Retirement, Asset Allocation
Education
California State University-Northridge
Kaplan CFP Program
Laureate Center for Wealth Advisors
Utah State University
BNY Mellon Wealth Management April 2015 - Present
Gentry Wealth Management February 2012 - April 2015
Down Syndrome Organization of Southern NV April 2010 - April 2013
Fidelity Investments January 1998 - February 2012
Skills
Certified Financial..., Financial Life Planning, Wealth Management, Wealth Preservation..., Estate Planning, Wealth Transfer, Asset Protection, Retirement Planning, Insurance Planning, Fixed Income Products, Mutual Funds, Insurance, Investments, Series 7, Series 63, Series 65, Insurance Licenses, Investment Strategies, Portfolio Management, Wealth Management..., Income Protection, Personal Finance, Retirement, Asset Allocation
Education
California State University-Northridge
Kaplan CFP Program
Laureate Center for Wealth Advisors
Utah State University
Jeff Juday Jeff Juday's Fidelity Investments Experience March 2010 - February 2014
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2014 - Present
Fidelity Investments March 2010 - February 2014
Skills
Estate Planning, Mutual Funds, Investments, Series 7, Asset Allocation, Series 63, Retirement Planning, Wealth, Plannning, Financial Planners
Education
College for Financial Planning 2005 — 2006
CRPC, Chartered Retirement Planning Counselor
California State University-Northridge 2000 — 2002
Bachelor's Degree, Communications; Public Speaking
Creative Planning Inc. February 2014 - Present
Fidelity Investments March 2010 - February 2014
Skills
Estate Planning, Mutual Funds, Investments, Series 7, Asset Allocation, Series 63, Retirement Planning, Wealth, Plannning, Financial Planners
Education
College for Financial Planning 2005 — 2006
CRPC, Chartered Retirement Planning Counselor
California State University-Northridge 2000 — 2002
Bachelor's Degree, Communications; Public Speaking
Christine Taylor Garvin Christine Taylor Garvin's Fidelity Investments Experience September 2000 - February 2009
Job Participant Marketing Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2009 - Present
Fidelity Investments September 2000 - February 2009
Fidelity Investments September 1998 - September 2000
Fidelity Investments April 1996 - September 1998
Skills
Marketing Communications, Project Management, Marketing Strategy, Management, Program Management, Integrated Marketing, Investments, Financial Services, Cross-functional Team..., Marketing
Education
Old Mill Senior High 1980 — 1983
California State University-San Bernardino
BA
MassMutual Financial Group July 2009 - Present
Fidelity Investments September 2000 - February 2009
Fidelity Investments September 1998 - September 2000
Fidelity Investments April 1996 - September 1998
Skills
Marketing Communications, Project Management, Marketing Strategy, Management, Program Management, Integrated Marketing, Investments, Financial Services, Cross-functional Team..., Marketing
Education
Old Mill Senior High 1980 — 1983
California State University-San Bernardino
BA
Art Sookiasian Art Sookiasian's Fidelity Investments Experience December 1993 - March 1998
Job President & CEO at Softputer Technologies
Industry Information Technology and Services
Experience
Softputer Technologies, LLC June 2005 - Present
Deloitte & Touche April 1998 - September 2005
Fidelity Investments December 1993 - March 1998
Skills
Software Development, Integration, Business Analysis, Program Management, XML, Product Management, Process Improvement, Business Strategy, Strategic Planning, Product Development, Security, IT Management, Web Services, ASP.NET, Perl, Management, Project Management
Education
Harvard Business School 2004 — 2005
Certificate, Harvard Business Management and Leadership
California State University-Northridge 1980 — 1986
BS, Computer Science/Mathematics
Softputer Technologies, LLC June 2005 - Present
Deloitte & Touche April 1998 - September 2005
Fidelity Investments December 1993 - March 1998
Skills
Software Development, Integration, Business Analysis, Program Management, XML, Product Management, Process Improvement, Business Strategy, Strategic Planning, Product Development, Security, IT Management, Web Services, ASP.NET, Perl, Management, Project Management
Education
Harvard Business School 2004 — 2005
Certificate, Harvard Business Management and Leadership
California State University-Northridge 1980 — 1986
BS, Computer Science/Mathematics
Phil Ailes, PMI-ACP, ITMLP, ITMLE's Fidelity Investments Experience June 2009 - December 2011
Job Agile Project Trainer/Coach, IT Management Trainer/Coach
Industry Information Technology and Services
Experience
Ailes Consulting, LLC January 2012 - Present
ManagerMechanics November 2012 - Present
Project Management Academy August 2014 - Present
High Performance Learning January 2013 - Present
PMI - Keene Chapter April 2011 - May 2015
Marlboro College Graduate School June 2012 - January 2014
Fidelity Investments June 2009 - December 2011
Ailes Consulting November 2007 - May 2009
Markem Corporation February 2006 - October 2007
NetScout Systems March 1997 - April 2005
Skills
Project Management, Instructional Design, Training, SharePoint, Cross-functional Team..., PowerPoint, Microsoft Excel, Projects, Microsoft Word, Agile Project Management, Scrum, Interpersonal Skill, Communication Skills, ADDIE, Management, Team Building, Program Management, Coaching, Team Management, Vendor Management, Team Leadership, Leadership Development, Business Process, Data Analysis, Consulting, Agile Methodologies, Enterprise Software, Solution Selling, Marketing, Process Improvement, Leadership, Workshop Facilitation, E-Learning, Organizational..., Software Project..., Networking, Project Planning, Software Documentation, Sales, PMP, CRM, Visio, Business Process..., Strategy, Business Analysis, Troubleshooting, Management Consulting, PMO, Performance Management, ERP
Education
Cambridge College 2005 — 2008
Masters, Business Management
Control Data 1974 — 1975
Technical, Computer Repair
Ailes Consulting, LLC January 2012 - Present
ManagerMechanics November 2012 - Present
Project Management Academy August 2014 - Present
High Performance Learning January 2013 - Present
PMI - Keene Chapter April 2011 - May 2015
Marlboro College Graduate School June 2012 - January 2014
Fidelity Investments June 2009 - December 2011
Ailes Consulting November 2007 - May 2009
Markem Corporation February 2006 - October 2007
NetScout Systems March 1997 - April 2005
Skills
Project Management, Instructional Design, Training, SharePoint, Cross-functional Team..., PowerPoint, Microsoft Excel, Projects, Microsoft Word, Agile Project Management, Scrum, Interpersonal Skill, Communication Skills, ADDIE, Management, Team Building, Program Management, Coaching, Team Management, Vendor Management, Team Leadership, Leadership Development, Business Process, Data Analysis, Consulting, Agile Methodologies, Enterprise Software, Solution Selling, Marketing, Process Improvement, Leadership, Workshop Facilitation, E-Learning, Organizational..., Software Project..., Networking, Project Planning, Software Documentation, Sales, PMP, CRM, Visio, Business Process..., Strategy, Business Analysis, Troubleshooting, Management Consulting, PMO, Performance Management, ERP
Education
Cambridge College 2005 — 2008
Masters, Business Management
Control Data 1974 — 1975
Technical, Computer Repair
Kulvinder Rai, CFP® Kulvinder Rai, CFP®'s Fidelity Investments Experience April 2005 - June 2007
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2012 - Present
Charles Schwab August 2007 - April 2012
Fidelity Investments April 2005 - June 2007
E*TRADE Financial August 1997 - April 2005
Skills
Portfolio Review, Mutual Funds, Retirement Accounts, Insurance, Retirement Planning, Stocks, Bonds, Variable Annuities, Fixed Annuities, Investment Advisory..., Licensed Life Insurance..., Certified Financial...
Education
California State University-Sacramento 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
LPL Financial April 2012 - Present
Charles Schwab August 2007 - April 2012
Fidelity Investments April 2005 - June 2007
E*TRADE Financial August 1997 - April 2005
Skills
Portfolio Review, Mutual Funds, Retirement Accounts, Insurance, Retirement Planning, Stocks, Bonds, Variable Annuities, Fixed Annuities, Investment Advisory..., Licensed Life Insurance..., Certified Financial...
Education
California State University-Sacramento 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vijender Singh Vijender Singh's Fidelity Investments Experience May 2006 - August 2006
Job Sales Engineer at Intertek
Industry Consumer Goods
Experience
Intertek January 2014 - Present
Intertek March 2012 - December 2013
Intertek Testing Services June 2007 - February 2012
Fidelity Investments May 2006 - August 2006
Skills
Training in Laser..., Training in Testing and..., Training in IEC..., Medical Device Directive, FMEA, ISO, Member of AAMI..., Process Improvement, Engineering, Project Management, Medical Devices, Management, Quality System, Quality Management, Quality Assurance, Electronics, Manufacturing, Testing, Cross-functional Team..., Product Development
Education
California State University-Long Beach 2005 — 2008
MS
YCCE
YCCE
Intertek January 2014 - Present
Intertek March 2012 - December 2013
Intertek Testing Services June 2007 - February 2012
Fidelity Investments May 2006 - August 2006
Skills
Training in Laser..., Training in Testing and..., Training in IEC..., Medical Device Directive, FMEA, ISO, Member of AAMI..., Process Improvement, Engineering, Project Management, Medical Devices, Management, Quality System, Quality Management, Quality Assurance, Electronics, Manufacturing, Testing, Cross-functional Team..., Product Development
Education
California State University-Long Beach 2005 — 2008
MS
YCCE
YCCE
Brad Claussen's Fidelity Investments Experience 2005 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
Fidelity Registered Investment Advisor Group 2002 - 2005
U.S. Trust Corporation 2000 - 2002
Charles Schwab - Schwab Institutional 1996 - 2000
Charles Schwab 1993 - 1996
Lehman Brothers 1992 - 1993
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science, Business Administration
De La Salle High School - Concord CA
Fidelity Investments 2005 - Present
Fidelity Registered Investment Advisor Group 2002 - 2005
U.S. Trust Corporation 2000 - 2002
Charles Schwab - Schwab Institutional 1996 - 2000
Charles Schwab 1993 - 1996
Lehman Brothers 1992 - 1993
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science, Business Administration
De La Salle High School - Concord CA
Evan Shorten, CFP® Evan Shorten, CFP®'s Fidelity Investments Experience March 1998 - September 2009
Job Financial Life Planner | Founder and President, Paragon Financial Partners
Industry Financial Services
Experience
Paragon Financial Partners September 2009 - Present
Fidelity Investments March 1998 - September 2009
Skills
Portfolio Management, Entrepreneurship, CRM, Series 63, Retirement, Investments, Finance, Financial Modeling, Series 7, Asset Management, Strategic Financial..., Mutual Funds, Retirement Planning, Financial Analysis, Project Planning, Asset Allocation, Coaching, Investment Advisory, Consulting, Risk Management, Wealth Management
Education
California State University-Northridge
Bachelor of Science (B.S.), Business Administration, Management
Paragon Financial Partners September 2009 - Present
Fidelity Investments March 1998 - September 2009
Skills
Portfolio Management, Entrepreneurship, CRM, Series 63, Retirement, Investments, Finance, Financial Modeling, Series 7, Asset Management, Strategic Financial..., Mutual Funds, Retirement Planning, Financial Analysis, Project Planning, Asset Allocation, Coaching, Investment Advisory, Consulting, Risk Management, Wealth Management
Education
California State University-Northridge
Bachelor of Science (B.S.), Business Administration, Management
David Brahm David Brahm's Fidelity Investments Experience 1996 - 2000
Job Portfolio Manager at Geode Capital Management
Industry Investment Management
Experience
Geode Capital Management January 2001 - Present
Fidelity Investments 1996 - 2000
Carnegie Mellon University 1993 - 1996
Caltech September 1990 - August 1993
Skills
Portfolio Management, Physics, Mathematics, R, Equities, Quantitative Finance, Bloomberg, Alternative Investments, Derivatives, Asset Allocation, Quantitative Analytics, Trading Systems, Trading
Education
California Institute of Technology 1990 — 1993
University of California, Berkeley 1984 — 1990
Ph.D., Physics
Massachusetts Institute of Technology 1980 — 1984
S.B., Physics, Math
St. John's Preparatory School 1976 — 1980
High School
Geode Capital Management January 2001 - Present
Fidelity Investments 1996 - 2000
Carnegie Mellon University 1993 - 1996
Caltech September 1990 - August 1993
Skills
Portfolio Management, Physics, Mathematics, R, Equities, Quantitative Finance, Bloomberg, Alternative Investments, Derivatives, Asset Allocation, Quantitative Analytics, Trading Systems, Trading
Education
California Institute of Technology 1990 — 1993
University of California, Berkeley 1984 — 1990
Ph.D., Physics
Massachusetts Institute of Technology 1980 — 1984
S.B., Physics, Math
St. John's Preparatory School 1976 — 1980
High School
Sonya Brite Sonya Brite's Fidelity Investments Experience February 1997 - August 1998
Job Website Design and Development at Brite Ventures
Industry Internet
Experience
Brite Ventures January 1999 - Present
Met Life - Boston November 2000 - August 2003
Various Firms in the Boston Area August 1998 - November 2000
Fidelity Investments February 1997 - August 1998
John Hancock Life Insurance Company (U.S.A.) July 1996 - February 1997
Warner Bros. Pictures July 1990 - June 1996
Johnson & Higgins of California May 1980 - July 1990
Skills
XHTML, PHP, MySQL, Photoshop, Wordpress, Programming, Databases, Advanced CSS, JavaScript, Web Design, PayPal, Forms Design, Forms Processing, Adobe Acrobat, Word, Excel, Access, Microsoft Publisher, Web Development, Microsoft Excel, Graphic Design, SEO, WordPress, CSS, jQuery, Social Media
Education
Clark University
Internet Design and Development
California State University-Los Angeles 1978 — 1982
Information Technology
Brite Ventures January 1999 - Present
Met Life - Boston November 2000 - August 2003
Various Firms in the Boston Area August 1998 - November 2000
Fidelity Investments February 1997 - August 1998
John Hancock Life Insurance Company (U.S.A.) July 1996 - February 1997
Warner Bros. Pictures July 1990 - June 1996
Johnson & Higgins of California May 1980 - July 1990
Skills
XHTML, PHP, MySQL, Photoshop, Wordpress, Programming, Databases, Advanced CSS, JavaScript, Web Design, PayPal, Forms Design, Forms Processing, Adobe Acrobat, Word, Excel, Access, Microsoft Publisher, Web Development, Microsoft Excel, Graphic Design, SEO, WordPress, CSS, jQuery, Social Media
Education
Clark University
Internet Design and Development
California State University-Los Angeles 1978 — 1982
Information Technology
Aaron W. Owens's Fidelity Investments Experience November 2010 - October 2011
Job Managing Attorney at Greg Smith & Associates
Industry Law Practice
Experience
Greg Smith & Associates January 2012 - Present
Everyday Legal Services October 2011 - January 2012
Fidelity Investments November 2010 - October 2011
Smart Schofield Shorter and Lunceford September 2009 - November 2010
Hyde & Swigart September 2008 - August 2009
Kyler Kohler Ostermiller & Sorensen, LLP December 2006 - August 2007
The Church of Jesus Christ of Latter-day Saints July 2002 - July 2004
Skills
Business Attorney, Estate Planning Attorney, Civil Litigation..., General Practice..., Collections Attorney
Education
California Western School of Law 2007 — 2009
J.D., Law
Southern Utah University 2004 — 2007
B.S., Business Management
Greg Smith & Associates January 2012 - Present
Everyday Legal Services October 2011 - January 2012
Fidelity Investments November 2010 - October 2011
Smart Schofield Shorter and Lunceford September 2009 - November 2010
Hyde & Swigart September 2008 - August 2009
Kyler Kohler Ostermiller & Sorensen, LLP December 2006 - August 2007
The Church of Jesus Christ of Latter-day Saints July 2002 - July 2004
Skills
Business Attorney, Estate Planning Attorney, Civil Litigation..., General Practice..., Collections Attorney
Education
California Western School of Law 2007 — 2009
J.D., Law
Southern Utah University 2004 — 2007
B.S., Business Management
Maria Roges Maria Roges's Fidelity Investments Experience September 2007 - December 2007
Job Instructional Designer at Shawmut Design and Construction
Industry Information Technology and Services
Experience
Shawmut Design and Construction August 2013 - Present
Dana-Farber Cancer Institute January 2011 - August 2013
Omgeo, LLC June 2007 - November 2010
Fidelity Investments September 2007 - December 2007
Biogen Idec January 2006 - June 2007
Pfizer 2005 - 2005
Eclipsys 2004 - 2005
Foster-Miller 2003 - 2004
Physiometrix 2001 - 2002
Sanofi-Aventis 2000 - 2000
Skills
Instructional Design, Technical Writing, Needs Analysis, WebEx, Lectora, Structured Documentation, RoboHelp, E-Learning, Captivate, FrameMaker, Software Documentation, Research, Instructor-led Training, Program Management, Content Development, ADDIE, Cross-functional Team..., Technical Training, Technical Documentation, Agile Methodologies, Online Help, Learning Management..., Visio, Blended Learning, SharePoint, Training, Adobe Acrobat
Education
Pennsylvania State University, College Park 1982 — 1985
BA
Northeastern University 2000 — 2000
Certificate
California State University-East Bay 2002 — 2002
Graduate Certrificate
Shawmut Design and Construction August 2013 - Present
Dana-Farber Cancer Institute January 2011 - August 2013
Omgeo, LLC June 2007 - November 2010
Fidelity Investments September 2007 - December 2007
Biogen Idec January 2006 - June 2007
Pfizer 2005 - 2005
Eclipsys 2004 - 2005
Foster-Miller 2003 - 2004
Physiometrix 2001 - 2002
Sanofi-Aventis 2000 - 2000
Skills
Instructional Design, Technical Writing, Needs Analysis, WebEx, Lectora, Structured Documentation, RoboHelp, E-Learning, Captivate, FrameMaker, Software Documentation, Research, Instructor-led Training, Program Management, Content Development, ADDIE, Cross-functional Team..., Technical Training, Technical Documentation, Agile Methodologies, Online Help, Learning Management..., Visio, Blended Learning, SharePoint, Training, Adobe Acrobat
Education
Pennsylvania State University, College Park 1982 — 1985
BA
Northeastern University 2000 — 2000
Certificate
California State University-East Bay 2002 — 2002
Graduate Certrificate
Daniel Banis Daniel Banis's Fidelity Investments Experience 1995 - 2002
Job EVP Head of Citizens Trust
Industry Financial Services
Experience
Citizens Business Bank June 2012 - Present
MullinTBG, A Prudential Financial Company May 2009 - June 2012
First American Trust, FSB 2002 - 2009
Fidelity Investments 1995 - 2002
Skills
Investments, Retirement, Asset Management, Fixed Income, Strategic Planning, Insurance, Wealth Management, Relationship Management, Strategic Financial..., Financial Planning, Sales Management, Business Strategy, Leadership
Education
California State University-Los Angeles
BS & MBA, Finance
Southwestern Graduate School of Banking at Southern Methodist University
Certificate, Banking and Management
Citizens Business Bank June 2012 - Present
MullinTBG, A Prudential Financial Company May 2009 - June 2012
First American Trust, FSB 2002 - 2009
Fidelity Investments 1995 - 2002
Skills
Investments, Retirement, Asset Management, Fixed Income, Strategic Planning, Insurance, Wealth Management, Relationship Management, Strategic Financial..., Financial Planning, Sales Management, Business Strategy, Leadership
Education
California State University-Los Angeles
BS & MBA, Finance
Southwestern Graduate School of Banking at Southern Methodist University
Certificate, Banking and Management
Joseph Bertrand Joseph Bertrand's Fidelity Investments Experience September 2012 - October 2013
Job Automotive and Powersports Professional
Industry Automotive
Experience
Santa Fe Motor Sports November 2013 - January 2014
Fidelity Investments September 2012 - October 2013
Farmers Insurance November 2010 - August 2011
Yamaha Motor Corporation, USA June 2007 - March 2010
Fox Automotive Group/Suburban Imports April 2006 - May 2007
Volkswagen of America, Inc. June 2005 - December 2005
Volkswagen of America, Inc. January 2002 - May 2005
Volkswagen of America, Inc May 1997 - December 2001
Lexus January 1995 - June 1995
Lexus March 1991 - December 1994
Skills
Vehicles, Problem Solving, Customer Relations, Automobile, Coaching, Competitive Analysis, Continuous Improvement, Word, Sales Operations, Microsoft Word, Parts, Purchasing, Customer Retention, Marketing Strategy, Management, Sales, Automotive, Customer Satisfaction, Product Development, Process Improvement, Automotive Aftermarket, Customer Service, Dealers, Business Planning, Dealer Management, Profit, Negotiation, Sales Management, Inventory Management, Retail, Strategic Planning, Leadership, Budgets, New Business Development, Operations Management, Team Leadership, Forecasting, Team Building, Market Planning, B2B, Training, Marketing, Product Marketing, Call Centers, Customer Experience
Education
California State University-San Bernardino
Bachelor of Arts, Business Administration/Marketing
Riverside Community College
Associate of Arts, Motorcycle Technology
Santa Fe Motor Sports November 2013 - January 2014
Fidelity Investments September 2012 - October 2013
Farmers Insurance November 2010 - August 2011
Yamaha Motor Corporation, USA June 2007 - March 2010
Fox Automotive Group/Suburban Imports April 2006 - May 2007
Volkswagen of America, Inc. June 2005 - December 2005
Volkswagen of America, Inc. January 2002 - May 2005
Volkswagen of America, Inc May 1997 - December 2001
Lexus January 1995 - June 1995
Lexus March 1991 - December 1994
Skills
Vehicles, Problem Solving, Customer Relations, Automobile, Coaching, Competitive Analysis, Continuous Improvement, Word, Sales Operations, Microsoft Word, Parts, Purchasing, Customer Retention, Marketing Strategy, Management, Sales, Automotive, Customer Satisfaction, Product Development, Process Improvement, Automotive Aftermarket, Customer Service, Dealers, Business Planning, Dealer Management, Profit, Negotiation, Sales Management, Inventory Management, Retail, Strategic Planning, Leadership, Budgets, New Business Development, Operations Management, Team Leadership, Forecasting, Team Building, Market Planning, B2B, Training, Marketing, Product Marketing, Call Centers, Customer Experience
Education
California State University-San Bernardino
Bachelor of Arts, Business Administration/Marketing
Riverside Community College
Associate of Arts, Motorcycle Technology
Earl King Earl King's Fidelity Investments Experience August 2004 - February 2008
Job Internal Advisory Consultant at National Planning Holding, INC
Industry Financial Services
Experience
National Planning Holding, INC February 2014 - Present
Jackson National Life Distributors, LLC February 2012 - February 2013
National-Louis University October 2009 - December 2012
US CENSUS January 2009 - September 2010
Fidelity Investments August 2004 - February 2008
Sacramento Youth Symphony 2005 - 2007
Charles Schwab July 1992 - July 2004
Skills
Sales Management, Investments, Strategic Planning, Customer Relations, Customer Service, New Business Development, Team Building, Public Speaking, Team Management, Problem Solving, Strategy, Recruiting, Management, Leadership, Performance Management, Coaching, Financial Services, Program Management, Project Management, Mutual Funds, Sales
Education
California State University-Sacramento 2005 — 2007
EMBA, Business
Chicago State University 1989 — 1992
B.A, General Studies
National Planning Holding, INC February 2014 - Present
Jackson National Life Distributors, LLC February 2012 - February 2013
National-Louis University October 2009 - December 2012
US CENSUS January 2009 - September 2010
Fidelity Investments August 2004 - February 2008
Sacramento Youth Symphony 2005 - 2007
Charles Schwab July 1992 - July 2004
Skills
Sales Management, Investments, Strategic Planning, Customer Relations, Customer Service, New Business Development, Team Building, Public Speaking, Team Management, Problem Solving, Strategy, Recruiting, Management, Leadership, Performance Management, Coaching, Financial Services, Program Management, Project Management, Mutual Funds, Sales
Education
California State University-Sacramento 2005 — 2007
EMBA, Business
Chicago State University 1989 — 1992
B.A, General Studies
Thomas Imhof, CFP ® Thomas Imhof, CFP ®'s Fidelity Investments Experience February 1998 - February 2006
Job Financial Advisor at R Squared Financial LLC
Industry Financial Services
Experience
R Squared Financial LLC April 2012 - Present
Moss Adams Wealth Advisors LLC August 2007 - April 2012
Fidelity Investments February 1998 - February 2006
Olde Discount Stockbrokers November 1995 - February 1998
Skills
Financial Services, Finance, High Net Worth..., Tax, Accounting, CPA, GAAP, Financial Planners, Financial Analysis, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, 401k, Asset Allocation, Wealth Management
Education
California State University-Northridge 1988 — 1993
BS, Finance, Real Estate
Agoura High School 1984 — 1988
R Squared Financial LLC April 2012 - Present
Moss Adams Wealth Advisors LLC August 2007 - April 2012
Fidelity Investments February 1998 - February 2006
Olde Discount Stockbrokers November 1995 - February 1998
Skills
Financial Services, Finance, High Net Worth..., Tax, Accounting, CPA, GAAP, Financial Planners, Financial Analysis, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, 401k, Asset Allocation, Wealth Management
Education
California State University-Northridge 1988 — 1993
BS, Finance, Real Estate
Agoura High School 1984 — 1988
Larry Rollins, CFP® Larry Rollins, CFP®'s Fidelity Investments Experience December 2007 - Present
Job
Industry Investment Management
Experience
Fidelity Investments December 2007 - Present
Fidelity Investments May 2004 - November 2007
A.G. Edwards & Sons, Inc. November 1995 - May 2004
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Portfolio Management, Insurance, Estate Planning, Wealth, Financial Planners, Series 63, Management, High Net Worth..., Mutual Funds, FINRA, Wealth Management, Team-oriented, Golf Fitness, Fun, People Skills, Trust
Education
California State University-Northridge 1991 — 1995
Bachelor's of Science, Political Science and Government
Santa Barbara City College 1986 — 1991
AA, Business Administration
Fidelity Investments December 2007 - Present
Fidelity Investments May 2004 - November 2007
A.G. Edwards & Sons, Inc. November 1995 - May 2004
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Portfolio Management, Insurance, Estate Planning, Wealth, Financial Planners, Series 63, Management, High Net Worth..., Mutual Funds, FINRA, Wealth Management, Team-oriented, Golf Fitness, Fun, People Skills, Trust
Education
California State University-Northridge 1991 — 1995
Bachelor's of Science, Political Science and Government
Santa Barbara City College 1986 — 1991
AA, Business Administration
Benjamin Block Benjamin Block's Fidelity Investments Experience January 2011 - December 2012
Job Senior Project Manager at CVS Health
Industry Information Technology and Services
Experience
CVS Health September 2014 - Present
Amica Mutual Insurance April 2014 - September 2014
United Natural Foods September 2012 - February 2014
Fidelity Investments January 2011 - December 2012
State of Massachusetts IT Division March 2010 - January 2011
Blue Cross & Blue Shield of Rhode Island November 2007 - November 2009
Metlife 2005 - 2005
Skills
Business Analysis, Lotus Notes, Program Management, PMP, MS Project, PMO, Waterfall, Project Management, Business Intelligence, Business Process..., Clarity, SDLC, Vendor Management, CRM, Leadership, Software Documentation, Six Sigma, Access, Agile Methodologies, Governance, Software Project..., Databases, Information Technology, Requirements Gathering, Risk Management, Project Portfolio..., Visio, ERP, Microsoft Project
Education
The George Washington University 2006 — 2006
Advanced Certifications, Project Management
Cambridge College 2000 — 2001
Advanced Graduate Certificate, Organizational Design & Development
Cambridge College 1998 — 2001
Master of Management, Project Management
CVS Health September 2014 - Present
Amica Mutual Insurance April 2014 - September 2014
United Natural Foods September 2012 - February 2014
Fidelity Investments January 2011 - December 2012
State of Massachusetts IT Division March 2010 - January 2011
Blue Cross & Blue Shield of Rhode Island November 2007 - November 2009
Metlife 2005 - 2005
Skills
Business Analysis, Lotus Notes, Program Management, PMP, MS Project, PMO, Waterfall, Project Management, Business Intelligence, Business Process..., Clarity, SDLC, Vendor Management, CRM, Leadership, Software Documentation, Six Sigma, Access, Agile Methodologies, Governance, Software Project..., Databases, Information Technology, Requirements Gathering, Risk Management, Project Portfolio..., Visio, ERP, Microsoft Project
Education
The George Washington University 2006 — 2006
Advanced Certifications, Project Management
Cambridge College 2000 — 2001
Advanced Graduate Certificate, Organizational Design & Development
Cambridge College 1998 — 2001
Master of Management, Project Management
Aaron Everett's Fidelity Investments Experience February 2008 - July 2008
Job IT Technician and Experienced Quality Assurance Tester
Industry Computer Games
Experience
StopLift Checkout Vision Systems June 2014 - Present
Harmonix Music Systems August 2008 - December 2013
GameStop September 2000 - January 2009
Fidelity Investments February 2008 - July 2008
Skills
Xbox 360, PS3, Wii, Video Games, Gameplay, Game Development, Computer Games, Perforce, Multiplayer, Console, Casual Games, Mobile Games, Network Technology
Education
Cambridge College 2007 — 2008
StopLift Checkout Vision Systems June 2014 - Present
Harmonix Music Systems August 2008 - December 2013
GameStop September 2000 - January 2009
Fidelity Investments February 2008 - July 2008
Skills
Xbox 360, PS3, Wii, Video Games, Gameplay, Game Development, Computer Games, Perforce, Multiplayer, Console, Casual Games, Mobile Games, Network Technology
Education
Cambridge College 2007 — 2008
Koshka Koh Koshka Koh's Fidelity Investments Experience July 2000 - October 2001
Job Photographer, Photoshop Professional and Cat Blogger by Night, Insurance Tech Assistant by Day
Industry Insurance
Experience
Avondale Insurance January 2007 - Present
The Daily Abyssinian 2007 - Present
First State Management Group December 2001 - January 2007
Fidelity Investments July 2000 - October 2001
S1 Corporation 1999 - 2000
The Olympic Club February 1998 - August 1998
DMR, une division de Fujitsu Conseil (Canada) inc. 1995 - 1997
Society for Creative Anachronism, Inc. October 1988 - August 1995
Skills
Editing, Graphic Design, Retouching, Writing, Outlook, Social Media, Problem Solving, Animal Behavior, Photoshop, Photography, Digital Media, Online Research, animal assisted therapy, cats and children, Software Development, Equine Assisted..., Web Design, Magazines, Agile Methodologies, Newsletters, Adobe Creative Suite, Social Networking, Marketing Strategy, Business Strategy, SEO, PowerPoint, Event Planning, Microsoft Office, Wordpress, Visio, Microsoft Word, Databases, Business Analysis, Account Management, Sales Management, Layout, HTML, Visual Arts, Leadership, Inspiration, Art, Leadership Development, Presentations, Event Management, Proofreading, Team Leadership, Public Speaking
Education
California State University-Sacramento 1983 — 1988
Bachelor of Arts (BA), Two Dimensional Art, English, Canadian Studies
Concordia University 1986 — 1987
BA, Art, Canadian History
Avondale Insurance January 2007 - Present
The Daily Abyssinian 2007 - Present
First State Management Group December 2001 - January 2007
Fidelity Investments July 2000 - October 2001
S1 Corporation 1999 - 2000
The Olympic Club February 1998 - August 1998
DMR, une division de Fujitsu Conseil (Canada) inc. 1995 - 1997
Society for Creative Anachronism, Inc. October 1988 - August 1995
Skills
Editing, Graphic Design, Retouching, Writing, Outlook, Social Media, Problem Solving, Animal Behavior, Photoshop, Photography, Digital Media, Online Research, animal assisted therapy, cats and children, Software Development, Equine Assisted..., Web Design, Magazines, Agile Methodologies, Newsletters, Adobe Creative Suite, Social Networking, Marketing Strategy, Business Strategy, SEO, PowerPoint, Event Planning, Microsoft Office, Wordpress, Visio, Microsoft Word, Databases, Business Analysis, Account Management, Sales Management, Layout, HTML, Visual Arts, Leadership, Inspiration, Art, Leadership Development, Presentations, Event Management, Proofreading, Team Leadership, Public Speaking
Education
California State University-Sacramento 1983 — 1988
Bachelor of Arts (BA), Two Dimensional Art, English, Canadian Studies
Concordia University 1986 — 1987
BA, Art, Canadian History
Lari Ryan Lari Ryan's Fidelity Investments Experience December 1992 - October 1993
Job CEO and President
Industry Financial Services
Experience
L.Ryan Enterprsies January 2013 - Present
New York Life Insurance Company December 2011 - January 2013
BSE Realty, Inc. August 2003 - September 2007
Milberg Weiss February 1998 - January 2003
Fidelity Investments December 1992 - October 1993
Skills
Estate Planning, Investments, Finance, Strategic Financial..., Real Estate, Securities, Insurance, Litigation, Mediation, Sales, Legal Research, Negotiation, Legal Writing, Retirement, Fixed Annuities, Contract Negotiation, Financial Services, Portfolio Management, Life Insurance, Mortgage Lending, Financial Analysis, Civil Litigation, Asset Management, Due Diligence, Retirement Planning, Small Business, Long-term Care, Dispute, Disability Insurance, Courts, Risk Management, Term Life Insurance, Corporate Law, Mergers & Acquisitions, Loans, Business, Litigation Support, Commercial Real Estate, Licensing, Corporate Governance, Trusts, Commercial Litigation, IRAs, Investment Properties, Mutual Funds, Health Insurance, Underwriting, Disputes, Asset Managment, Mergers
Education
National Conflict Resolution Center 2009 — 2010
Mediation Certificate, Mediation
University of California, San Diego 2003 — 2004
Professional Certificate, Business Management with a specialization in Enterprise Development
University of San Diego 1996 — 1997
ABA approved Paralegal Certificate, Civil Litigation
California State University-Northridge 1976 — 1978
Bachelors, Economics
L.Ryan Enterprsies January 2013 - Present
New York Life Insurance Company December 2011 - January 2013
BSE Realty, Inc. August 2003 - September 2007
Milberg Weiss February 1998 - January 2003
Fidelity Investments December 1992 - October 1993
Skills
Estate Planning, Investments, Finance, Strategic Financial..., Real Estate, Securities, Insurance, Litigation, Mediation, Sales, Legal Research, Negotiation, Legal Writing, Retirement, Fixed Annuities, Contract Negotiation, Financial Services, Portfolio Management, Life Insurance, Mortgage Lending, Financial Analysis, Civil Litigation, Asset Management, Due Diligence, Retirement Planning, Small Business, Long-term Care, Dispute, Disability Insurance, Courts, Risk Management, Term Life Insurance, Corporate Law, Mergers & Acquisitions, Loans, Business, Litigation Support, Commercial Real Estate, Licensing, Corporate Governance, Trusts, Commercial Litigation, IRAs, Investment Properties, Mutual Funds, Health Insurance, Underwriting, Disputes, Asset Managment, Mergers
Education
National Conflict Resolution Center 2009 — 2010
Mediation Certificate, Mediation
University of California, San Diego 2003 — 2004
Professional Certificate, Business Management with a specialization in Enterprise Development
University of San Diego 1996 — 1997
ABA approved Paralegal Certificate, Civil Litigation
California State University-Northridge 1976 — 1978
Bachelors, Economics
Bill Carter, MBA, CFP® Bill Carter, MBA, CFP®'s Fidelity Investments Experience October 2014 - Present
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments October 2011 - September 2014
Fidelity Investments August 2010 - October 2011
Fidelity Investments January 2007 - August 2010
Skills
Portfolio Management, Asset Allocation, Mutual Funds, Series 7, Series 63, Securities, Retirement Planning, Wealth Management, Fixed Income, Equities, Investment Strategies, Retirement, ETFs, Trading, Estate Planning, Pensions, Fixed Annuities, Insurance, Series 65, 401k, Series 6, High Net Worth..., Relationship Management, Financial Planners, Financial Advisory
Education
Westminster College 2008 — 2011
MBA, Business, Financial planning
California State University-East Bay 2005 — 2006
BS, Kinesiology
Fidelity Investments October 2014 - Present
Fidelity Investments October 2011 - September 2014
Fidelity Investments August 2010 - October 2011
Fidelity Investments January 2007 - August 2010
Skills
Portfolio Management, Asset Allocation, Mutual Funds, Series 7, Series 63, Securities, Retirement Planning, Wealth Management, Fixed Income, Equities, Investment Strategies, Retirement, ETFs, Trading, Estate Planning, Pensions, Fixed Annuities, Insurance, Series 65, 401k, Series 6, High Net Worth..., Relationship Management, Financial Planners, Financial Advisory
Education
Westminster College 2008 — 2011
MBA, Business, Financial planning
California State University-East Bay 2005 — 2006
BS, Kinesiology
Keith Sinclair's Fidelity Investments Experience September 2013 - January 2015
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs February 2015 - Present
Fidelity Investments September 2013 - January 2015
Fidelity Investments May 2011 - September 2013
Ink Well Industries January 2011 - April 2011
Los Angeles Sparks March 2009 - September 2010
Los Angeles Kings February 2010 - May 2010
Staples February 2005 - September 2007
Performance Bicycle August 2004 - January 2005
Skills
Sports Management, Microsoft Office, Customer Service, Stocks, Mutual Funds, Equity Trading, Fixed Income, Money Market Funds, Options, Trading Systems, Financial Reporting, Ticket Operations, Ticket Sales, Account Servicing, Event Management, Event Planning, Archtics Ticketing..., Bookkeeping
Education
California State University-Long Beach 2009 — 2010
Master of Arts, Sport Management
California State University-Long Beach 2004 — 2008
Bachelor of Science, Business Administration- Management
Goldman Sachs February 2015 - Present
Fidelity Investments September 2013 - January 2015
Fidelity Investments May 2011 - September 2013
Ink Well Industries January 2011 - April 2011
Los Angeles Sparks March 2009 - September 2010
Los Angeles Kings February 2010 - May 2010
Staples February 2005 - September 2007
Performance Bicycle August 2004 - January 2005
Skills
Sports Management, Microsoft Office, Customer Service, Stocks, Mutual Funds, Equity Trading, Fixed Income, Money Market Funds, Options, Trading Systems, Financial Reporting, Ticket Operations, Ticket Sales, Account Servicing, Event Management, Event Planning, Archtics Ticketing..., Bookkeeping
Education
California State University-Long Beach 2009 — 2010
Master of Arts, Sport Management
California State University-Long Beach 2004 — 2008
Bachelor of Science, Business Administration- Management
George Grant, SVP George Grant, SVP's Fidelity Investments Experience 2005 - 2008
Job Capitas Financial
Industry Financial Services
Experience
Capitas Financial September 2009 - Present
The Hartford Insurance Group 2008 - September 2009
TIAA-CREF Asset Management 2007 - 2008
Fidelity Investments 2005 - 2008
GE Capital 1999 - 2004
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Financial Planning, Wealth Management, Insurance, Asset Allocation, Fixed Annuities, Securities
Education
California State University-Long Beach 1983 — 1986
BA, Economics
Capitas Financial September 2009 - Present
The Hartford Insurance Group 2008 - September 2009
TIAA-CREF Asset Management 2007 - 2008
Fidelity Investments 2005 - 2008
GE Capital 1999 - 2004
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Financial Planning, Wealth Management, Insurance, Asset Allocation, Fixed Annuities, Securities
Education
California State University-Long Beach 1983 — 1986
BA, Economics
Janet Saunderson Janet Saunderson's Fidelity Investments Experience September 2009 - June 2011
Job Operations Management | Project Management | Strategic Planning | Marketing
Industry Financial Services
Experience
Infinity Strategic Partners May 2012 - Present
Spark Local Marketing January 2009 - Present
Fidelity Investments September 2009 - June 2011
Toyota Motor Sales, USA, Inc. February 2007 - June 2008
Toyota Motor Sales January 2002 - February 2007
Toyota Motor Sales September 2000 - February 2007
Toyota Motor Sales 1998 - 2000
Toyota Motor Sales July 1997 - June 1998
Toyota Motor Sales July 1996 - August 1997
Toyota Motor Sales January 1995 - July 1996
Skills
Operations Management, Project Management, Strategic Planning, Business Strategy, Customer Satisfaction, Vendor Management, Supply Chain, Financial Analysis, Budgeting, Key Performance..., Logistics, Continuous Improvement, Social Media Marketing, Online Marketing, Social Media, Operational Planning, Inventory Management, Order Management, Procurement, Budgets, Operational Excellence, Analysis, Strategy, Business Process..., Quality Management, Supply Chain Management
Education
California State University-Long Beach - College of Business Administration 1993 — 1996
MBA, Information Technology
California State University-Long Beach - College of Business Administration
BS, Business/Marketing
Northern Kentucky University
Certificate, Personal Financial Planning
Infinity Strategic Partners May 2012 - Present
Spark Local Marketing January 2009 - Present
Fidelity Investments September 2009 - June 2011
Toyota Motor Sales, USA, Inc. February 2007 - June 2008
Toyota Motor Sales January 2002 - February 2007
Toyota Motor Sales September 2000 - February 2007
Toyota Motor Sales 1998 - 2000
Toyota Motor Sales July 1997 - June 1998
Toyota Motor Sales July 1996 - August 1997
Toyota Motor Sales January 1995 - July 1996
Skills
Operations Management, Project Management, Strategic Planning, Business Strategy, Customer Satisfaction, Vendor Management, Supply Chain, Financial Analysis, Budgeting, Key Performance..., Logistics, Continuous Improvement, Social Media Marketing, Online Marketing, Social Media, Operational Planning, Inventory Management, Order Management, Procurement, Budgets, Operational Excellence, Analysis, Strategy, Business Process..., Quality Management, Supply Chain Management
Education
California State University-Long Beach - College of Business Administration 1993 — 1996
MBA, Information Technology
California State University-Long Beach - College of Business Administration
BS, Business/Marketing
Northern Kentucky University
Certificate, Personal Financial Planning
Elizabeth (Betsy) Getman's Fidelity Investments Experience June 2012 - January 2013
Job Director, Design and Development at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Fidelity Investments June 2012 - January 2013
Fidelity Investments January 2009 - June 2012
Fidelity Investments March 2004 - December 2008
Staples 2002 - 2004
Skills
Performance Consulting, Succession Planning, Talent Management, Instructional Design, Performance Management, Organizational..., Leadership Development, Organizational..., Learning Management, Onboarding, Blended Learning, Organizational Design, Needs Analysis, Employee Engagement, Change Management, Training ROI, Mobile Learning, Relationship Management, Leading Virtually, Strategic Planning, Financial Services, Benefits Administration, Training, E-Learning, Management, Leadership, Vendor Management, Executive Coaching, Performance Improvement, Training Delivery
Education
California State University-Hayward 1989 — 1991
Master of Science (MS)
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Science (BS)
Citi January 2013 - Present
Fidelity Investments June 2012 - January 2013
Fidelity Investments January 2009 - June 2012
Fidelity Investments March 2004 - December 2008
Staples 2002 - 2004
Skills
Performance Consulting, Succession Planning, Talent Management, Instructional Design, Performance Management, Organizational..., Leadership Development, Organizational..., Learning Management, Onboarding, Blended Learning, Organizational Design, Needs Analysis, Employee Engagement, Change Management, Training ROI, Mobile Learning, Relationship Management, Leading Virtually, Strategic Planning, Financial Services, Benefits Administration, Training, E-Learning, Management, Leadership, Vendor Management, Executive Coaching, Performance Improvement, Training Delivery
Education
California State University-Hayward 1989 — 1991
Master of Science (MS)
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Science (BS)
Tom Huizenga Tom Huizenga's Fidelity Investments Experience December 2009 - June 2013
Job Senior Instructional Designer at Liberty Mutual Insurance
Industry Professional Training & Coaching
Experience
Liberty Mutual Insurance July 2013 - Present
Fidelity Investments December 2009 - June 2013
Fidelity Investments January 2007 - January 2010
Fidelity Investments September 2005 - December 2006
Fidelity Investments 2002 - 2005
Fidelity Investments 2000 - 2002
Skills
Instructional Design, Captivate, Adult Education, ADDIE, Coaching, Project Management, Training, Public Speaking, Training Delivery, Leadership Development, Workshop Facilitation, Leadership, Business Process, Program Management, Employee Training, Management, Process Improvement, Learning Management..., Instructor-led Training, Change Management, Needs Analysis, Blended Learning, Learning Management, Performance Consulting, SnagIt, Performance Improvement, E-Learning, Financial Services, Call Centers, Customer Service, Mentoring
Education
American Society for Clinical Pastoral Education
Clinical Pastoral Counseling/Patient Counseling
Calvin Theological Seminary
Master of Divinity (M.Div.), Theological and Ministerial Studies
Dordt College
Bachelor of Arts (B.A.), Philosophy
Liberty Mutual Insurance July 2013 - Present
Fidelity Investments December 2009 - June 2013
Fidelity Investments January 2007 - January 2010
Fidelity Investments September 2005 - December 2006
Fidelity Investments 2002 - 2005
Fidelity Investments 2000 - 2002
Skills
Instructional Design, Captivate, Adult Education, ADDIE, Coaching, Project Management, Training, Public Speaking, Training Delivery, Leadership Development, Workshop Facilitation, Leadership, Business Process, Program Management, Employee Training, Management, Process Improvement, Learning Management..., Instructor-led Training, Change Management, Needs Analysis, Blended Learning, Learning Management, Performance Consulting, SnagIt, Performance Improvement, E-Learning, Financial Services, Call Centers, Customer Service, Mentoring
Education
American Society for Clinical Pastoral Education
Clinical Pastoral Counseling/Patient Counseling
Calvin Theological Seminary
Master of Divinity (M.Div.), Theological and Ministerial Studies
Dordt College
Bachelor of Arts (B.A.), Philosophy
Monica Waite Monica Waite's Fidelity Investments Experience December 2001 - February 2009
Job Principal Consultant Technical Sales at CA
Industry Information Technology and Services
Experience
CA February 2010 - Present
Fidelity Investments December 2001 - February 2009
Fidelity Investments August 1998 - December 2001
Electronic Data Systems August 1984 - August 1987
Education
California State University-Fullerton 1982 — 1984
Bachelor of Arts Business Administration, Management Information Systems
Cerritos College 1980 — 1982
Associate of Arts, Business Administration
CA February 2010 - Present
Fidelity Investments December 2001 - February 2009
Fidelity Investments August 1998 - December 2001
Electronic Data Systems August 1984 - August 1987
Education
California State University-Fullerton 1982 — 1984
Bachelor of Arts Business Administration, Management Information Systems
Cerritos College 1980 — 1982
Associate of Arts, Business Administration
Susan Meyers's Fidelity Investments Experience January 1996 - June 2000
Job Realtor at The Keyes Company
Industry Real Estate
Experience
The Keyes Company November 2013 - Present
Keller Williams Realty April 2010 - May 2013
Straube Associates November 2006 - December 2007
Sepracor, Inc. February 2005 - June 2006
GTECH January 2004 - November 2004
Boston Financial Data Services July 2000 - November 2002
Fidelity Investments January 1996 - June 2000
Right Management 1989 - 1995
Skills
Real Estate, Relocation, Residential Homes, Sales, Sellers, Waterfront, Management, Buyer Representation, Vacation Homes, Entrepreneurship, Investors, Referrals, Marketing, Coastal Properties, Luxury Lifestyle, Communications, Customer Service and..., Real Estate Consultant
Education
Cambridge College 1990 — 1993
Masters of Education, Management
Masconomet
The Keyes Company November 2013 - Present
Keller Williams Realty April 2010 - May 2013
Straube Associates November 2006 - December 2007
Sepracor, Inc. February 2005 - June 2006
GTECH January 2004 - November 2004
Boston Financial Data Services July 2000 - November 2002
Fidelity Investments January 1996 - June 2000
Right Management 1989 - 1995
Skills
Real Estate, Relocation, Residential Homes, Sales, Sellers, Waterfront, Management, Buyer Representation, Vacation Homes, Entrepreneurship, Investors, Referrals, Marketing, Coastal Properties, Luxury Lifestyle, Communications, Customer Service and..., Real Estate Consultant
Education
Cambridge College 1990 — 1993
Masters of Education, Management
Masconomet
Edin Sandoval's Fidelity Investments Experience August 2011 - Present
Job Computer Technician at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2011 - Present
Skills
Windows 7, Laptops, Computer Hardware, Help Desk Support, Troubleshooting, Microsoft Office, Windows, Hardware, Outlook, Active Directory, Desktop Support, Software Installation, Bilingual-Spanish, Wireless Networking, Operating Systems, Word, Customer Service
Education
Cambridge College 2011 — 2012
Fidelity Investments August 2011 - Present
Skills
Windows 7, Laptops, Computer Hardware, Help Desk Support, Troubleshooting, Microsoft Office, Windows, Hardware, Outlook, Active Directory, Desktop Support, Software Installation, Bilingual-Spanish, Wireless Networking, Operating Systems, Word, Customer Service
Education
Cambridge College 2011 — 2012
Adam Preston Adam Preston's Fidelity Investments Experience June 2015 - Present
Job High Net Worth Service Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Bridge Bank December 2014 - June 2015
Community Bank December 2013 - August 2014
Community Bank July 2012 - December 2013
US Bank September 2008 - July 2012
Cal National Bank June 2006 - September 2008
Skills
Loans, Banking, Investments, Commercial Lending, Small Business Lending, Consumer Lending, Credit, Equity Trading, Technical Analysis, Mortgage Lending, Real Estate Financing, Customer Service, Financial Analysis, Branch Banking, Microsoft Excel, Commercial Banking, PowerPoint, Microsoft Office, Finance, Credit Analysis, Loan Origination
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2007
B.A., Finance
El Toro High School 1999 — 2003
Fidelity Investments June 2015 - Present
Bridge Bank December 2014 - June 2015
Community Bank December 2013 - August 2014
Community Bank July 2012 - December 2013
US Bank September 2008 - July 2012
Cal National Bank June 2006 - September 2008
Skills
Loans, Banking, Investments, Commercial Lending, Small Business Lending, Consumer Lending, Credit, Equity Trading, Technical Analysis, Mortgage Lending, Real Estate Financing, Customer Service, Financial Analysis, Branch Banking, Microsoft Excel, Commercial Banking, PowerPoint, Microsoft Office, Finance, Credit Analysis, Loan Origination
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2007
B.A., Finance
El Toro High School 1999 — 2003
Giorgio Valenton Giorgio Valenton's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Waddell & Reed March 2015 - May 2015
Foot Locker July 2012 - April 2015
The Delta Chi Fraternity, Inc. January 2014 - December 2014
Acel Solutions May 2014 - July 2014
The Delta Chi Fraternity, Inc. December 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Social Media, Research, Leadership, Time Management, Team Leadership, English, Data Entry, Recruiting, Sales, Budgets, Customer Satisfaction
Education
California State University-Fullerton 2011 — 2015
Bachelor’s Degree, Finance
Fidelity Investments June 2015 - Present
Waddell & Reed March 2015 - May 2015
Foot Locker July 2012 - April 2015
The Delta Chi Fraternity, Inc. January 2014 - December 2014
Acel Solutions May 2014 - July 2014
The Delta Chi Fraternity, Inc. December 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Social Media, Research, Leadership, Time Management, Team Leadership, English, Data Entry, Recruiting, Sales, Budgets, Customer Satisfaction
Education
California State University-Fullerton 2011 — 2015
Bachelor’s Degree, Finance
Nathan Gibbs Nathan Gibbs's Fidelity Investments Experience 2006 - 2008
Job Account Specialist at Envision Rx Options
Industry Pharmaceuticals
Experience
EnvisionRxOptions August 2014 - Present
Envision Rx Options April 2010 - August 2014
Fisher Investments 2008 - 2008
Fidelity Investments 2006 - 2008
Liberty Mutual Insurance 2005 - 2006
Skills
Market Research, Account Management, Marketing, Microsoft Excel, Project Management, Customer Service, Sales, Sales Presentations, Eligibility, Investments, Investment Advisory, Property & Casualty..., Health Insurance, Supervising, Management, Customer Escalation..., Insurance, Sales Management, New Business Development, Leadership, Series 7, Sales Process, Microsoft Office, Healthcare, Process Improvement
Education
CSU Sacramento 2003 — 2005
BS, Business Marketing
Bear River
EnvisionRxOptions August 2014 - Present
Envision Rx Options April 2010 - August 2014
Fisher Investments 2008 - 2008
Fidelity Investments 2006 - 2008
Liberty Mutual Insurance 2005 - 2006
Skills
Market Research, Account Management, Marketing, Microsoft Excel, Project Management, Customer Service, Sales, Sales Presentations, Eligibility, Investments, Investment Advisory, Property & Casualty..., Health Insurance, Supervising, Management, Customer Escalation..., Insurance, Sales Management, New Business Development, Leadership, Series 7, Sales Process, Microsoft Office, Healthcare, Process Improvement
Education
CSU Sacramento 2003 — 2005
BS, Business Marketing
Bear River
Haley Bradley Haley Bradley's Fidelity Investments Experience January 2010 - March 2011
Job Helping you buy or sell a piece of paradise.
Industry Real Estate
Experience
Haley Bradley, P.A. August 2014 - Present
UnReel Solutions, LLC April 2011 - Present
Bay & Reef Co. October 2013 - August 2014
Nick Krautter, PC - SellPDX Keller Williams October 2012 - July 2013
MP Townsend Financial June 2012 - July 2013
Fidelity Investments January 2010 - March 2011
Fidelity Investments April 2007 - January 2010
Fidelity Investments June 2006 - April 2007
Security Land & Right of Way Services February 2002 - February 2006
Skills
Series 7, Series 66, Mutual Funds, Investments, Financial Planning, Insurance, Compliance, Strategic Financial..., Real Estate, Asset Allocation, Retirement Planning, Customer Service, Wealth Management, Social Media Marketing, Event Planning, Entrepreneurship, Business Planning, Weddings, Patents, Product Development, Project Management, Salesforce Administrator, Budgets, Estate Planning, Social Media, Investors, Life Insurance, Due Diligence, Asset Management, FINRA, Uniform Combined State..., Small Business, Negotiation, Marketing, Real Estate Transactions, Finance, CRM, IRAs, Retirement, Securities, Fixed Annuities, Financial Services, Social Networking, Property, Residential Homes, New Business Development, Marketing Strategy, Portfolio Management, Equities, Selling
Education
California State University-Long Beach 2001 — 2005
BS, Finance, Real Estate, and Law
The Woodlands High School 1998 — 2001
Diploma, General Education
Haley Bradley, P.A. August 2014 - Present
UnReel Solutions, LLC April 2011 - Present
Bay & Reef Co. October 2013 - August 2014
Nick Krautter, PC - SellPDX Keller Williams October 2012 - July 2013
MP Townsend Financial June 2012 - July 2013
Fidelity Investments January 2010 - March 2011
Fidelity Investments April 2007 - January 2010
Fidelity Investments June 2006 - April 2007
Security Land & Right of Way Services February 2002 - February 2006
Skills
Series 7, Series 66, Mutual Funds, Investments, Financial Planning, Insurance, Compliance, Strategic Financial..., Real Estate, Asset Allocation, Retirement Planning, Customer Service, Wealth Management, Social Media Marketing, Event Planning, Entrepreneurship, Business Planning, Weddings, Patents, Product Development, Project Management, Salesforce Administrator, Budgets, Estate Planning, Social Media, Investors, Life Insurance, Due Diligence, Asset Management, FINRA, Uniform Combined State..., Small Business, Negotiation, Marketing, Real Estate Transactions, Finance, CRM, IRAs, Retirement, Securities, Fixed Annuities, Financial Services, Social Networking, Property, Residential Homes, New Business Development, Marketing Strategy, Portfolio Management, Equities, Selling
Education
California State University-Long Beach 2001 — 2005
BS, Finance, Real Estate, and Law
The Woodlands High School 1998 — 2001
Diploma, General Education
Abdou Terki-Hassaine's Fidelity Investments Experience November 2005 - January 2007
Job Vice President Customer Service Operations at Southern California Edison
Industry Financial Services
Experience
Southern California Edison January 2013 - Present
MetLife March 2008 - Present
Metlife January 2007 - February 2008
Fidelity Investments November 2005 - January 2007
JPMorganChase 1995 - 2005
Skills
Vendor Management, Outsourcing, Business Analysis, Six Sigma, Credit Risk, Financial Services, Business Process..., Process Improvement, PMP, Relationship Management, Strategy, Management, Forecasting, Operations Management, Program Management, Business Planning, Call Centers, Financial Analysis, Cross-functional Team..., Project Management, Insurance, Change Management, Customer Experience, Customer Satisfaction, Portfolio Management, Business Process..., Risk Management, Business Transformation, CRM, Project Portfolio..., Business Process, Executive Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA
California State University-East Bay 1990 — 1993
MS, Quantitative Business Analysis
Université Aboubekr Belkaid 1979 — 1983
BS, Physics
Southern California Edison January 2013 - Present
MetLife March 2008 - Present
Metlife January 2007 - February 2008
Fidelity Investments November 2005 - January 2007
JPMorganChase 1995 - 2005
Skills
Vendor Management, Outsourcing, Business Analysis, Six Sigma, Credit Risk, Financial Services, Business Process..., Process Improvement, PMP, Relationship Management, Strategy, Management, Forecasting, Operations Management, Program Management, Business Planning, Call Centers, Financial Analysis, Cross-functional Team..., Project Management, Insurance, Change Management, Customer Experience, Customer Satisfaction, Portfolio Management, Business Process..., Risk Management, Business Transformation, CRM, Project Portfolio..., Business Process, Executive Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA
California State University-East Bay 1990 — 1993
MS, Quantitative Business Analysis
Université Aboubekr Belkaid 1979 — 1983
BS, Physics
Aige (Cindy) Shi Aige (Cindy) Shi's Fidelity Investments Experience August 2015 - Present
Job Financial Representative at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Prince Of Peace Enterprise Inc May 2014 - Present
California State University, East Bay January 2013 - October 2013
Longdo Trucking Corp. June 2011 - August 2012
Skills
Logistics, Import/Export Operations, Ground Transportation, QuickBooks, Video Editing, Interviews, Interpretation, PeopleSoft, Subtitling, Customer Service, Account Management, Customer Support, Office Administration, Social Media, Marketing, Time Management, Microsoft Office, Microsoft Dynamics GP
Education
California State University-East Bay 2013 — 2013
International Business Diploma
California State University-Hayward 2006 — 2011
Bachelor's Degree, Finance, Corporate Management
Fidelity Investments August 2015 - Present
Prince Of Peace Enterprise Inc May 2014 - Present
California State University, East Bay January 2013 - October 2013
Longdo Trucking Corp. June 2011 - August 2012
Skills
Logistics, Import/Export Operations, Ground Transportation, QuickBooks, Video Editing, Interviews, Interpretation, PeopleSoft, Subtitling, Customer Service, Account Management, Customer Support, Office Administration, Social Media, Marketing, Time Management, Microsoft Office, Microsoft Dynamics GP
Education
California State University-East Bay 2013 — 2013
International Business Diploma
California State University-Hayward 2006 — 2011
Bachelor's Degree, Finance, Corporate Management
Hani Mogri's Fidelity Investments Experience April 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Wells Fargo June 2006 - April 2015
Skills
Credit, Portfolio Management, Banking, Financial Analysis, Commercial Lending, Small Business Lending, Loans, Finance, Equities, Wealth Management, Fixed Income, Series 7, Mortgage Lending, Investments, Strategic Financial..., Risk Management, Commercial Banking
Education
University of California, Los Angeles 2014 — 2020
Financial Planning, Taxation and Investments
California State University-Northridge 2007 — 2010
MBA, Finance and Financial Management
School of Visual Arts 2000 — 2004
Bachelor of Fine Arts (B.F.A.), Computer Art/ 3D Animation
Fidelity Investments April 2015 - Present
Wells Fargo June 2006 - April 2015
Skills
Credit, Portfolio Management, Banking, Financial Analysis, Commercial Lending, Small Business Lending, Loans, Finance, Equities, Wealth Management, Fixed Income, Series 7, Mortgage Lending, Investments, Strategic Financial..., Risk Management, Commercial Banking
Education
University of California, Los Angeles 2014 — 2020
Financial Planning, Taxation and Investments
California State University-Northridge 2007 — 2010
MBA, Finance and Financial Management
School of Visual Arts 2000 — 2004
Bachelor of Fine Arts (B.F.A.), Computer Art/ 3D Animation
Peter Holliday's Fidelity Investments Experience April 2006 - September 2006
Job Financial Planner
Industry Financial Services
Experience
Edelman Financial Services January 2014 - Present
Charles Schwab September 2006 - January 2014
Fidelity Investments April 2006 - September 2006
LPL Financial July 2004 - February 2006
Waddell & Reed February 2003 - July 2004
Skills
Series 7,66,9,10, CA Insurance License, 10 Years industry..., Series 7, Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 63, Retirement Planning, Financial Services, Equities, Securities, Strategic Financial..., Asset Management
Education
University of California, Riverside 2005 — 2006
Certificate in Personal Financial Planning
California State University-San Bernardino 2003 — 2005
Master of Business Administration (MBA)
University of Nevada-Reno 1993 — 1997
Bachelor's degree, Science
Edelman Financial Services January 2014 - Present
Charles Schwab September 2006 - January 2014
Fidelity Investments April 2006 - September 2006
LPL Financial July 2004 - February 2006
Waddell & Reed February 2003 - July 2004
Skills
Series 7,66,9,10, CA Insurance License, 10 Years industry..., Series 7, Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 63, Retirement Planning, Financial Services, Equities, Securities, Strategic Financial..., Asset Management
Education
University of California, Riverside 2005 — 2006
Certificate in Personal Financial Planning
California State University-San Bernardino 2003 — 2005
Master of Business Administration (MBA)
University of Nevada-Reno 1993 — 1997
Bachelor's degree, Science
JOSHUA KOENIG JOSHUA KOENIG's Fidelity Investments Experience March 2001 - December 2002
Job BENEFITS SPECIALIST
Industry Insurance
Experience
Transition Assist, a Mercer Marketplace service provided by Mercer Health & Benefits Administration July 2014 - Present
TIKIMEDICAL.COM April 2014 - Present
INDEPENDENCE MEDICAL November 2004 - March 2014
The Home Depot March 2003 - August 2004
Fidelity Investments March 2001 - December 2002
Skills
Licensed Life & Health..., Medicare, Medicare/Medicaid..., Medicare Prescription..., Medicare Part D, Medicaid, Medicaid Managed Care, Medicare Advantage, 403 b, 401k, Annuity Sales, Accident Insurance, Employee Benefits, Management, Leadership, Team Leadership, Team Building, Account Management, Time Management, Inventory Management, Process Improvement, Customer Service, Training, Coaching, Sales, Sales Operations, Quality Assurance, Key Account Development, New Business Development, Office Administration, Marketing, Purchasing, Pricing, Organization, Research, Microsoft Office, Microsoft Word, Small Business, Account Reconciliation, Classroom, Microsoft Excel, Health, Internet, Sports, Cold Calling, Sales Process, Direct Sales, Customer Satisfaction, Sales Management, Salesforce.com
Education
Calvin College 1993 — 1997
4 years, Business Administration, Management and Operations
Whitinsville Christian High 1990 — 1993
4 year graduate, required corriculum
Transition Assist, a Mercer Marketplace service provided by Mercer Health & Benefits Administration July 2014 - Present
TIKIMEDICAL.COM April 2014 - Present
INDEPENDENCE MEDICAL November 2004 - March 2014
The Home Depot March 2003 - August 2004
Fidelity Investments March 2001 - December 2002
Skills
Licensed Life & Health..., Medicare, Medicare/Medicaid..., Medicare Prescription..., Medicare Part D, Medicaid, Medicaid Managed Care, Medicare Advantage, 403 b, 401k, Annuity Sales, Accident Insurance, Employee Benefits, Management, Leadership, Team Leadership, Team Building, Account Management, Time Management, Inventory Management, Process Improvement, Customer Service, Training, Coaching, Sales, Sales Operations, Quality Assurance, Key Account Development, New Business Development, Office Administration, Marketing, Purchasing, Pricing, Organization, Research, Microsoft Office, Microsoft Word, Small Business, Account Reconciliation, Classroom, Microsoft Excel, Health, Internet, Sports, Cold Calling, Sales Process, Direct Sales, Customer Satisfaction, Sales Management, Salesforce.com
Education
Calvin College 1993 — 1997
4 years, Business Administration, Management and Operations
Whitinsville Christian High 1990 — 1993
4 year graduate, required corriculum
Tim Britten Tim Britten's Fidelity Investments Experience December 2004 - Present
Job Private Wealth Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2004 - Present
Enterprise Rent-A-Car March 2000 - November 2004
Skills
Investments, Series 7, High Net Worth..., Wealth Management..., Financial Planning, Securities Trading, Public Policy Analysis, Business Development, Marketing, Social Media, Series 63, Series 66, Staff Development, FINRA, Compliance, CRM, Notary Public, Wealth Management, Retirement, Finance, Life Insurance
Education
California State University-Northridge 2012 — 2014
Master of Arts (MA), Public Policy Analysis
West Virginia Wesleyan College 1988 — 1992
Bachelor of Arts (BA), History and Political Science
Fidelity Investments December 2004 - Present
Enterprise Rent-A-Car March 2000 - November 2004
Skills
Investments, Series 7, High Net Worth..., Wealth Management..., Financial Planning, Securities Trading, Public Policy Analysis, Business Development, Marketing, Social Media, Series 63, Series 66, Staff Development, FINRA, Compliance, CRM, Notary Public, Wealth Management, Retirement, Finance, Life Insurance
Education
California State University-Northridge 2012 — 2014
Master of Arts (MA), Public Policy Analysis
West Virginia Wesleyan College 1988 — 1992
Bachelor of Arts (BA), History and Political Science
Jim Pipkin Jim Pipkin's Fidelity Investments Experience 2005 - March 2009
Job Executive Recruiter at Alliance Recruiting
Industry Human Resources
Experience
Alliance Recruiting November 2013 - Present
Snelling Staffing Services August 2011 - Present
Deep Ellum Partners March 2009 - August 2011
Fidelity Investments 2005 - March 2009
Staff Care, The MHA Group, a Division of AMN Healthcare 2002 - 2005
Skills
Sales, Medicine, Recruiting, Training, Marketing, Healthcare, Cold Calling, Management, Business Development, Consultative Services, Account Management, Strategic Partnerships, Direct Sales, Strategy, Temporary Staffing, Temporary Placement, Talent Management, Hiring, Talent Acquisition, Time Management, Applicant Tracking..., Sourcing, Contract Recruitment, Internet Recruiting, Staffing Services, Technical Recruiting, College Recruiting, Interviews, Permanent Placement, Onboarding
Education
California State University-Long Beach - College of Business Administration 1992 — 1994
BS
Alliance Recruiting November 2013 - Present
Snelling Staffing Services August 2011 - Present
Deep Ellum Partners March 2009 - August 2011
Fidelity Investments 2005 - March 2009
Staff Care, The MHA Group, a Division of AMN Healthcare 2002 - 2005
Skills
Sales, Medicine, Recruiting, Training, Marketing, Healthcare, Cold Calling, Management, Business Development, Consultative Services, Account Management, Strategic Partnerships, Direct Sales, Strategy, Temporary Staffing, Temporary Placement, Talent Management, Hiring, Talent Acquisition, Time Management, Applicant Tracking..., Sourcing, Contract Recruitment, Internet Recruiting, Staffing Services, Technical Recruiting, College Recruiting, Interviews, Permanent Placement, Onboarding
Education
California State University-Long Beach - College of Business Administration 1992 — 1994
BS
Terri Nembhard Terri Nembhard's Fidelity Investments Experience December 2011 - Present
Job Contracts Manager/Corporate ServicesFidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments December 2011 - Present
Legacy Worldwide December 2007 - December 2011
Affiliated Media Group July 2006 - November 2007
Baker Media Group 2003 - 2006
KFMB-Radio 2001 - 2003
Education
California State University-Long Beach 2000 — 2004
BA, Speech Communication
Fidelity Investments December 2011 - Present
Legacy Worldwide December 2007 - December 2011
Affiliated Media Group July 2006 - November 2007
Baker Media Group 2003 - 2006
KFMB-Radio 2001 - 2003
Education
California State University-Long Beach 2000 — 2004
BA, Speech Communication
Heather Doherty, PMP Heather Doherty, PMP's Fidelity Investments Experience July 1999 - November 2004
Job IS Project Manager at BayCare Health System
Industry Information Services
Experience
BayCare Health System January 2015 - Present
BayCare Health System January 2014 - January 2015
BayCare Health System October 2009 - December 2013
eClinicalWorks February 2007 - October 2009
VP Solutions, Inc. November 2004 - February 2007
Fidelity Investments July 1999 - November 2004
Skills
EHR, Healthcare, Healthcare Information..., Account Management, Software Implementation, Process Improvement, Data Analysis, EMR, HIPAA, Integration, Business Analysis, Practice Management, Project Management, Management, Team Building, HL7, Software Documentation
Education
Cambridge College 2002 — 2004
MME, Master of Management, concentration: eCommerce
University of Massachusetts, Amherst 1995 — 1999
BS, Psychology
University of Limerick 1997 — 1997
Irish Studies
Westfield High School
BayCare Health System January 2015 - Present
BayCare Health System January 2014 - January 2015
BayCare Health System October 2009 - December 2013
eClinicalWorks February 2007 - October 2009
VP Solutions, Inc. November 2004 - February 2007
Fidelity Investments July 1999 - November 2004
Skills
EHR, Healthcare, Healthcare Information..., Account Management, Software Implementation, Process Improvement, Data Analysis, EMR, HIPAA, Integration, Business Analysis, Practice Management, Project Management, Management, Team Building, HL7, Software Documentation
Education
Cambridge College 2002 — 2004
MME, Master of Management, concentration: eCommerce
University of Massachusetts, Amherst 1995 — 1999
BS, Psychology
University of Limerick 1997 — 1997
Irish Studies
Westfield High School
Javier Betancourt Javier Betancourt's Fidelity Investments Experience 1995 - 1996
Job Professional Services Delivery Manager at FICO
Industry Computer Software
Experience
FICO January 2015 - Present
HMI Performance Incentives March 2009 - Present
Progress Software November 2004 - September 2008
Framework Technologies Corp January 1999 - November 2004
Open Market Inc. January 1996 - January 1999
Fidelity Investments 1995 - 1996
WGBH 1992 - 1995
Sumitomo Heavy Industries 1990 - 1992
Lotus Development 1988 - 1990
The Post Group 1986 - 1988
Skills
International Business, Strategic Planning,..., Cost Controls, Start-Up..., Strategic Planning, On-time, Leadership, Deliverables, Strategic Partnerships, Management, Accountability, Enterprise Software, Business Development, Project Management, Solution Selling, Account Management, New Business Development, Unix, Cross-functional Team..., Sales, Strategy, CRM, Business Strategy, Marketing Strategy, Lead Generation, Marketing, Sales Management, SaaS, B2B, Product Marketing, Professional Services, Marketing Management, Go-to-market Strategy, Salesforce.com, Multi-channel Marketing, Product Management, Digital Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, Analytics, Online Marketing
Education
California State University-Northridge 1984 — 1988
BS
FICO January 2015 - Present
HMI Performance Incentives March 2009 - Present
Progress Software November 2004 - September 2008
Framework Technologies Corp January 1999 - November 2004
Open Market Inc. January 1996 - January 1999
Fidelity Investments 1995 - 1996
WGBH 1992 - 1995
Sumitomo Heavy Industries 1990 - 1992
Lotus Development 1988 - 1990
The Post Group 1986 - 1988
Skills
International Business, Strategic Planning,..., Cost Controls, Start-Up..., Strategic Planning, On-time, Leadership, Deliverables, Strategic Partnerships, Management, Accountability, Enterprise Software, Business Development, Project Management, Solution Selling, Account Management, New Business Development, Unix, Cross-functional Team..., Sales, Strategy, CRM, Business Strategy, Marketing Strategy, Lead Generation, Marketing, Sales Management, SaaS, B2B, Product Marketing, Professional Services, Marketing Management, Go-to-market Strategy, Salesforce.com, Multi-channel Marketing, Product Management, Digital Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, Analytics, Online Marketing
Education
California State University-Northridge 1984 — 1988
BS
Greg Berardi Greg Berardi's Fidelity Investments Experience 1995 - 1996
Job | Marketing Strategy | Public Relations | Social Media | Content Marketing | Communications Director
Industry Public Relations and Communications
Experience
GT Nexus 2000 - 2000
InsWeb 1997 - 2000
Fidelity Investments 1995 - 1996
Bank of America 1989 - 1995
Contra Costa Times 1989 - 1990
Daily Review 1986 - 1988
Skills
Corporate Communications, Investment Management, Real Estate, Payments, Insurance, Commercial Banking, Brokerage, Crisis Communications, Financial Services, Strategy, Social Media, Marketing, Journalism, Publicity, Social Media Marketing, Media Relations, Entrepreneurship, Marketing Communications, Nonprofits, Copy Editing, Public Relations, Blogging, Press Releases, Sales, Writing, Strategic Partnerships
Education
California State University-Sacramento 1982 — 1985
Bachelor of Arts
GT Nexus 2000 - 2000
InsWeb 1997 - 2000
Fidelity Investments 1995 - 1996
Bank of America 1989 - 1995
Contra Costa Times 1989 - 1990
Daily Review 1986 - 1988
Skills
Corporate Communications, Investment Management, Real Estate, Payments, Insurance, Commercial Banking, Brokerage, Crisis Communications, Financial Services, Strategy, Social Media, Marketing, Journalism, Publicity, Social Media Marketing, Media Relations, Entrepreneurship, Marketing Communications, Nonprofits, Copy Editing, Public Relations, Blogging, Press Releases, Sales, Writing, Strategic Partnerships
Education
California State University-Sacramento 1982 — 1985
Bachelor of Arts
Thom Kight Thom Kight's Fidelity Investments Experience August 1999 - Present
Job Mainframe Capacity Planning at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1999 - Present
Affiliated Computer Services September 1995 - August 1999
Education
University of North Texas 1995 — 2001
MS, Decision Technology, Finanace, IT
California State University-Northridge 1980 — 1983
Bachlor of Arts, Psychology
Central Washington University 1976 — 1980
Psychology
Fidelity Investments August 1999 - Present
Affiliated Computer Services September 1995 - August 1999
Education
University of North Texas 1995 — 2001
MS, Decision Technology, Finanace, IT
California State University-Northridge 1980 — 1983
Bachlor of Arts, Psychology
Central Washington University 1976 — 1980
Psychology
Luke Daigle Luke Daigle's Fidelity Investments Experience August 2007 - August 2011
Job Associate Director Operations
Industry Financial Services
Experience
UBS Private Wealth Management June 2015 - Present
Morgan Stanley Private Wealth Management November 2011 - May 2015
Fidelity Investments August 2007 - August 2011
E*TRADE Financial April 1996 - January 2007
Skills
Operations Management, Sales Management, Sales Process, Operational Excellence, Corporate Communications, New Hire Training, Direct Sales, Wealth Management, Business Process..., Series 7, Client Development, Relationship Management, training, Risk Management, High Net Worth..., Training, Cross-functional Team..., Leadership, Financial Services, Management, Finance, Sales, Mutual Funds, Banking, Portfolio Management
Education
California State University-East Bay 1993 — 1995
BA, Communications
UBS Private Wealth Management June 2015 - Present
Morgan Stanley Private Wealth Management November 2011 - May 2015
Fidelity Investments August 2007 - August 2011
E*TRADE Financial April 1996 - January 2007
Skills
Operations Management, Sales Management, Sales Process, Operational Excellence, Corporate Communications, New Hire Training, Direct Sales, Wealth Management, Business Process..., Series 7, Client Development, Relationship Management, training, Risk Management, High Net Worth..., Training, Cross-functional Team..., Leadership, Financial Services, Management, Finance, Sales, Mutual Funds, Banking, Portfolio Management
Education
California State University-East Bay 1993 — 1995
BA, Communications
Barbara Matheson Barbara Matheson's Fidelity Investments Experience November 2010 - January 2015
Job HR and Business Consultant with TriNet Advising Small Business Owners and StartUp's
Industry Financial Services
Experience
TriNet March 2015 - Present
Fidelity Investments November 2010 - January 2015
Wells Fargo 2009 - 2010
AIG 2006 - 2007
WM Group of Funds 2000 - 2007
Skills
401k, Mutual Funds, Series 7, Investments, Sales Presentations, Retirement, Retirement Planning, Wealth Management, Investment Advisory, Financial Services, Series 65, Life Insurance, Relationship Management, HR Consulting, Start-ups, Business Development, Consulting, Sales, Strategic Planning
Education
California State University-Fullerton
Bachelor's Degree, Finance, Investments
TriNet March 2015 - Present
Fidelity Investments November 2010 - January 2015
Wells Fargo 2009 - 2010
AIG 2006 - 2007
WM Group of Funds 2000 - 2007
Skills
401k, Mutual Funds, Series 7, Investments, Sales Presentations, Retirement, Retirement Planning, Wealth Management, Investment Advisory, Financial Services, Series 65, Life Insurance, Relationship Management, HR Consulting, Start-ups, Business Development, Consulting, Sales, Strategic Planning
Education
California State University-Fullerton
Bachelor's Degree, Finance, Investments
Darin McLeish's Fidelity Investments Experience January 2009 - Present
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Fidelity Investments April 2007 - January 2009
TD Ameritrade 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
UBS Wealth Management 1999 - 2001
Prudential Financial 1997 - 1999
Prudential Financial 1995 - 1997
ADP 1992 - 1995
Education
California State University-Long Beach
Bachelor’s Degree, Criminal Justice/Security Management
Chadron State College
Criminal Justice and Corrections
Moorpark College
Associate’s Degree
Fidelity Investments January 2009 - Present
Fidelity Investments April 2007 - January 2009
TD Ameritrade 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
UBS Wealth Management 1999 - 2001
Prudential Financial 1997 - 1999
Prudential Financial 1995 - 1997
ADP 1992 - 1995
Education
California State University-Long Beach
Bachelor’s Degree, Criminal Justice/Security Management
Chadron State College
Criminal Justice and Corrections
Moorpark College
Associate’s Degree
Christopher Thomas Wood's Fidelity Investments Experience 1993 - 1996
Job Mass Communications Professional
Industry Media Production
Experience
Xerox Business Services LLC May 2014 - Present
Voya Financial January 2008 - February 2014
Pioneer Investments October 2004 - April 2007
LifeSmart Consultants 2000 - 2004
Zurich Scudder Investments 1996 - 1999
Fidelity Investments 1993 - 1996
The Travelers 1985 - 1993
Skills
Mutual Funds, Marketing Communications, Marketing, Investments, Business Development, Retirement Planning, Financial Services, Program Management, Asset Management, Asset Allocation, Business Relationship..., Strategic Financial..., Key Account Growth, Management, Client Relationship..., Communications..., Communications Tactics, Content Development, 401(k) Marketplace, Institutional Marketing, Media Selection, Strategic Communications, CRM, Financial Planning, Marketing Strategy, Leadership, Email Marketing, Employee Benefits, Strategy
Education
University of California, Los Angeles 1988 — 1989
Professional Certificate, Finance
California State University-Northridge 1981 — 1984
MA (With Distinction), Mass Communications
Gannon University 1968 — 1973
BA, Social Science
NASD/FINRA
Passed Series 6, 7, 63 and 65 examinations
Xerox Business Services LLC May 2014 - Present
Voya Financial January 2008 - February 2014
Pioneer Investments October 2004 - April 2007
LifeSmart Consultants 2000 - 2004
Zurich Scudder Investments 1996 - 1999
Fidelity Investments 1993 - 1996
The Travelers 1985 - 1993
Skills
Mutual Funds, Marketing Communications, Marketing, Investments, Business Development, Retirement Planning, Financial Services, Program Management, Asset Management, Asset Allocation, Business Relationship..., Strategic Financial..., Key Account Growth, Management, Client Relationship..., Communications..., Communications Tactics, Content Development, 401(k) Marketplace, Institutional Marketing, Media Selection, Strategic Communications, CRM, Financial Planning, Marketing Strategy, Leadership, Email Marketing, Employee Benefits, Strategy
Education
University of California, Los Angeles 1988 — 1989
Professional Certificate, Finance
California State University-Northridge 1981 — 1984
MA (With Distinction), Mass Communications
Gannon University 1968 — 1973
BA, Social Science
NASD/FINRA
Passed Series 6, 7, 63 and 65 examinations
Linda Sturzenacker's Fidelity Investments Experience March 2007 - July 2009
Job IT Professional Project Management
Industry Financial Services
Experience
Fidelity Investments March 2007 - July 2009
American Student Assistance May 2005 - March 2007
State Street May 1997 - October 2004
Skills
SDLC, Software Development, Vendor Management, Project Management, Business Development, Testing, Business Process..., Project Portfolio..., Security, Management, Agile Methodologies, Mentoring, Business Analysis, Leadership, Process Improvement, Requirements Gathering, Event Planning, Program Management, PMP, Fundraising, Requirements Analysis, Volunteering
Education
Cambridge College
Fidelity Investments March 2007 - July 2009
American Student Assistance May 2005 - March 2007
State Street May 1997 - October 2004
Skills
SDLC, Software Development, Vendor Management, Project Management, Business Development, Testing, Business Process..., Project Portfolio..., Security, Management, Agile Methodologies, Mentoring, Business Analysis, Leadership, Process Improvement, Requirements Gathering, Event Planning, Program Management, PMP, Fundraising, Requirements Analysis, Volunteering
Education
Cambridge College
Stacy Schorr's Fidelity Investments Experience December 2004 - September 2005
Job Payroll & Benefits Manager at Isaacson, Miller
Industry Human Resources
Experience
Isaacson, Miller June 2015 - Present
Genesis HealthCare December 2013 - June 2015
Wyss Institute for Biologically Inspired Engineering at Harvard University March 2012 - November 2012
Platinum Wireless May 2009 - September 2011
Platinum Wireless November 2007 - May 2009
Gemstar-TV Guide September 2005 - August 2007
Fidelity Investments December 2004 - September 2005
Fidelity Investments February 2004 - December 2004
Skills
Hiring, Interviewing, Benefits, Payroll, Employee Benefits, General Administrative..., Internal Communications, Recruiting, Customer Service, Personnel Files, Relationship Management, Academic Administration, Account Management..., Internal & External..., Interviews, Management, Microsoft Excel, Human Resources, Coaching, CRM, Account Management, Team Building, Sales, Deferred Compensation, Marketing, Personnel Management, Time Management, Access, Onboarding, Applicant Tracking..., Cold Calling, College Recruiting, Call Centers, Staffing Services, Salesforce.com, Benefits Administration, Talent Acquisition, New Hire Orientations, HRIS, PeopleSoft, Leadership, FMLA, Performance Management, Employee Relations, Training
Education
Keene State College 1998 — 2001
BA, Communications
California State University-Northridge 1997 — 1998
Pinkerton Academy 1993 — 1997
Isaacson, Miller June 2015 - Present
Genesis HealthCare December 2013 - June 2015
Wyss Institute for Biologically Inspired Engineering at Harvard University March 2012 - November 2012
Platinum Wireless May 2009 - September 2011
Platinum Wireless November 2007 - May 2009
Gemstar-TV Guide September 2005 - August 2007
Fidelity Investments December 2004 - September 2005
Fidelity Investments February 2004 - December 2004
Skills
Hiring, Interviewing, Benefits, Payroll, Employee Benefits, General Administrative..., Internal Communications, Recruiting, Customer Service, Personnel Files, Relationship Management, Academic Administration, Account Management..., Internal & External..., Interviews, Management, Microsoft Excel, Human Resources, Coaching, CRM, Account Management, Team Building, Sales, Deferred Compensation, Marketing, Personnel Management, Time Management, Access, Onboarding, Applicant Tracking..., Cold Calling, College Recruiting, Call Centers, Staffing Services, Salesforce.com, Benefits Administration, Talent Acquisition, New Hire Orientations, HRIS, PeopleSoft, Leadership, FMLA, Performance Management, Employee Relations, Training
Education
Keene State College 1998 — 2001
BA, Communications
California State University-Northridge 1997 — 1998
Pinkerton Academy 1993 — 1997
Lisa Khatri's Fidelity Investments Experience June 2005 - September 2007
Job Financial Service Professional
Industry Financial Services
Experience
Pyramis Global Advisors September 2007 - September 2009
Fidelity Investments June 2005 - September 2007
Education
California State University-East Bay 2001 — 2004
Pyramis Global Advisors September 2007 - September 2009
Fidelity Investments June 2005 - September 2007
Education
California State University-East Bay 2001 — 2004
Carolyn Yu's Fidelity Investments Experience November 2006 - January 2012
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Bloomingdale's November 2011 - May 2012
Fidelity Investments November 2006 - January 2012
Fidelity Investments June 2006 - November 2006
Skills
Series 7, Series 63
Education
Calvin College 2002 — 2006
Bachelor of Arts (B.A.), Major: Political Science; Minor: Business
Charles Schwab October 2012 - Present
Bloomingdale's November 2011 - May 2012
Fidelity Investments November 2006 - January 2012
Fidelity Investments June 2006 - November 2006
Skills
Series 7, Series 63
Education
Calvin College 2002 — 2006
Bachelor of Arts (B.A.), Major: Political Science; Minor: Business
Alfreda Stokes's Fidelity Investments Experience June 1998 - April 2011
Job Independent Senior Associate
Industry Oil & Energy
Experience
Viridian Energy September 2012 - Present
Fidelity Investments June 1998 - April 2011
AdCare Recovery Services - Massachusetts Correctional Institute - Longwood 1994 - 1996
Skills
Investments, Research, Marketing, Strategic Planning, Investment Management, Outlook, Microsoft Excel, PowerPoint, Calendaring, Microsoft Word, Customer Service, Insurance, Lotus Notes, Notary Public, Microsoft Office, Fundraising, Administrative..., Event Planning, Travel Arrangements
Education
Cambridge College 1990 — 1992
Master of Education (M.Ed.), Counseling Psychology
Burdett College
Legal Secretarial Certificate, Legal Assistant/Paralegal
Viridian Energy September 2012 - Present
Fidelity Investments June 1998 - April 2011
AdCare Recovery Services - Massachusetts Correctional Institute - Longwood 1994 - 1996
Skills
Investments, Research, Marketing, Strategic Planning, Investment Management, Outlook, Microsoft Excel, PowerPoint, Calendaring, Microsoft Word, Customer Service, Insurance, Lotus Notes, Notary Public, Microsoft Office, Fundraising, Administrative..., Event Planning, Travel Arrangements
Education
Cambridge College 1990 — 1992
Master of Education (M.Ed.), Counseling Psychology
Burdett College
Legal Secretarial Certificate, Legal Assistant/Paralegal
Mike Kachatourian's Fidelity Investments Experience March 1996 - December 1999
Job Sr. Buyer at Aptina Imaging
Industry Semiconductors
Experience
Aptina Imaging August 2008 - Present
Altera Corporation March 2003 - August 2008
DHL Worldwide Express September 2000 - March 2003
Informix January 2000 - September 2000
Fidelity Investments March 1996 - December 1999
Transamerica Insurance Group July 1990 - March 1996
Techno Components September 1983 - July 1990
Skills
Training, Supply Management, Supply Chain Management, Supply Chain, Procurement, Cross-functional Team..., Semiconductors, Materials Management, Strategic Sourcing, Vendor Management, Supplier Development, Six Sigma, Manufacturing, SAP, MRP, Product Development, Negotiation, Purchasing, Contract Negotiation, Sourcing, Project Management, Engineering, Management
Education
Univeristy of Dallas 1997 — 1999
MBA, Operations Management
California State University-Long Beach 1981 — 1983
Bachelor's degree, Civil Engineering
Aptina Imaging August 2008 - Present
Altera Corporation March 2003 - August 2008
DHL Worldwide Express September 2000 - March 2003
Informix January 2000 - September 2000
Fidelity Investments March 1996 - December 1999
Transamerica Insurance Group July 1990 - March 1996
Techno Components September 1983 - July 1990
Skills
Training, Supply Management, Supply Chain Management, Supply Chain, Procurement, Cross-functional Team..., Semiconductors, Materials Management, Strategic Sourcing, Vendor Management, Supplier Development, Six Sigma, Manufacturing, SAP, MRP, Product Development, Negotiation, Purchasing, Contract Negotiation, Sourcing, Project Management, Engineering, Management
Education
Univeristy of Dallas 1997 — 1999
MBA, Operations Management
California State University-Long Beach 1981 — 1983
Bachelor's degree, Civil Engineering
Paul Artin's Fidelity Investments Experience February 2002 - Present
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2002 - Present
H&R Block September 2001 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Strategic Financial..., Finance
Education
California State University-Northridge 1997 — 2001
BS, Finance
Fidelity Investments February 2002 - Present
H&R Block September 2001 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Strategic Financial..., Finance
Education
California State University-Northridge 1997 — 2001
BS, Finance
Bruce Lundie's Fidelity Investments Experience June 1995 - May 1997
Job Director of Consulting at Edgewater Technology, Inc.
Industry Information Technology and Services
Experience
Edgewater Technology, Inc. May 1997 - Present
FSILG Cooperative, Inc. 2004 - 2012
Fidelity Investments June 1995 - May 1997
Schubert Associates January 1994 - June 1995
United States Air Force January 1989 - October 1993
Skills
SDLC, Program Management, Business Analysis, IT Management, Business Intelligence, Management Consulting, Executive Management, Vendor Management, PMP, Software Project..., IT Strategy, Cross-functional Team..., SharePoint, Integration, Consulting, Enterprise Software, Enterprise Architecture, SaaS, Requirements Analysis, Professional Services, PMO, Business Process..., Business Process, Cloud Computing, Project Portfolio..., CRM, Agile Methodologies, Data Warehousing, ERP, Analytics, Business Process..., Strategy
Education
California State University-San Bernardino - College of Business and Public Administration 1990 — 1993
MBA, Finance
Massachusetts Institute of Technology 1984 — 1988
BS, Electrical Engineering
Edgewater Technology, Inc. May 1997 - Present
FSILG Cooperative, Inc. 2004 - 2012
Fidelity Investments June 1995 - May 1997
Schubert Associates January 1994 - June 1995
United States Air Force January 1989 - October 1993
Skills
SDLC, Program Management, Business Analysis, IT Management, Business Intelligence, Management Consulting, Executive Management, Vendor Management, PMP, Software Project..., IT Strategy, Cross-functional Team..., SharePoint, Integration, Consulting, Enterprise Software, Enterprise Architecture, SaaS, Requirements Analysis, Professional Services, PMO, Business Process..., Business Process, Cloud Computing, Project Portfolio..., CRM, Agile Methodologies, Data Warehousing, ERP, Analytics, Business Process..., Strategy
Education
California State University-San Bernardino - College of Business and Public Administration 1990 — 1993
MBA, Finance
Massachusetts Institute of Technology 1984 — 1988
BS, Electrical Engineering
Lourdes Trofeo's Fidelity Investments Experience April 2003 - February 2004
Job VP, HRIS at Evercore Partners
Industry Financial Services
Experience
Evercore Partners July 2011 - Present
Pershing July 2010 - June 2011
Frank Crystal & Company 2010 - 2011
Expaticore Services LLC 2009 - 2010
Expaticore LLC 2009 - 2010
Cantor Fitzgerald August 2005 - August 2007
Fidelity Investments April 2003 - February 2004
JLK Engineers 2003 - 2004
DoubleClick 2000 - 2003
ProBusiness 1996 - 2000
Skills
HRIS, Benefits Administration, Payroll, Talent Management, Human Resources, Employee Benefits, Microsoft Excel, Performance Management, Talent Acquisition, Deferred Compensation, Personnel Management, Onboarding, Succession Planning, Employee Relations, Management, PeopleSoft
Education
Villanova University 2011 — 2013
MS, Human Resources
California State University-San Bernardino - College of Business and Public Administration 1985 — 1990
Bachelors in Science, Business Administration
Evercore Partners July 2011 - Present
Pershing July 2010 - June 2011
Frank Crystal & Company 2010 - 2011
Expaticore Services LLC 2009 - 2010
Expaticore LLC 2009 - 2010
Cantor Fitzgerald August 2005 - August 2007
Fidelity Investments April 2003 - February 2004
JLK Engineers 2003 - 2004
DoubleClick 2000 - 2003
ProBusiness 1996 - 2000
Skills
HRIS, Benefits Administration, Payroll, Talent Management, Human Resources, Employee Benefits, Microsoft Excel, Performance Management, Talent Acquisition, Deferred Compensation, Personnel Management, Onboarding, Succession Planning, Employee Relations, Management, PeopleSoft
Education
Villanova University 2011 — 2013
MS, Human Resources
California State University-San Bernardino - College of Business and Public Administration 1985 — 1990
Bachelors in Science, Business Administration
Janet Barrows's Fidelity Investments Experience October 1999 - Present
Job Director of Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1999 - Present
Fidelity Investments October 1999 - Present
Dun & Bradstreet Software 1991 - 1998
Education
California State University-Long Beach 1976 — 1981
Barchelors, Business, IT
Fidelity Investments October 1999 - Present
Fidelity Investments October 1999 - Present
Dun & Bradstreet Software 1991 - 1998
Education
California State University-Long Beach 1976 — 1981
Barchelors, Business, IT
Ernie Tomacelli's Fidelity Investments Experience January 2005 - May 2011
Job Director at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group May 2011 - Present
Fidelity Investments January 2005 - May 2011
Fidelity Investments November 2003 - January 2005
Fidelity Investments January 1993 - October 2003
Skills
Risk Assessment, Investigations, Policy, Physical Security, Business Continuity, Security Management, Security Operations, Workplace Violence, Corporate Security, Internal Investigations, Protection, Risk Management, Investigation
Education
Northeastern University 1987 — 1992
Bachelor's Degree, Criminal Justice
Cambridge College
Masters, Management
The Hanover Insurance Group May 2011 - Present
Fidelity Investments January 2005 - May 2011
Fidelity Investments November 2003 - January 2005
Fidelity Investments January 1993 - October 2003
Skills
Risk Assessment, Investigations, Policy, Physical Security, Business Continuity, Security Management, Security Operations, Workplace Violence, Corporate Security, Internal Investigations, Protection, Risk Management, Investigation
Education
Northeastern University 1987 — 1992
Bachelor's Degree, Criminal Justice
Cambridge College
Masters, 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
Cynthia Heredia's Fidelity Investments Experience January 2011 - Present
Job Operations Project Manager (HW) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
H&R Block January 2006 - Present
Fidelity Investments April 2009 - January 2011
Thornburg Mortgage July 2008 - April 2009
Robert Half Technology June 2007 - June 2008
Ford Motor Credit Company 2001 - 2007
FiServ 1996 - 2006
Alltel Information Services 1996 - 2006
PRIMUS Automotive Financial January 1996 - June 2001
LeMans Group 1996 - 2000
Skills
Data Analysis, Banking, Software Documentation, Management, Business Analysis, Risk Management, Process Improvement, SDLC, Project Management, Project 2000, Process-driven, Tax Preparation, Data Management, Data Feeds
Education
San Fernando High School 1972 — 1979
Diploma
California State University-Northridge 1977 — 1978
Polytechnical High school 1974 — 1977
diploma
Pacoima 1969 — 1976
Diploma, General
pacoima junior high 1971 — 1974
Fidelity Investments January 2011 - Present
H&R Block January 2006 - Present
Fidelity Investments April 2009 - January 2011
Thornburg Mortgage July 2008 - April 2009
Robert Half Technology June 2007 - June 2008
Ford Motor Credit Company 2001 - 2007
FiServ 1996 - 2006
Alltel Information Services 1996 - 2006
PRIMUS Automotive Financial January 1996 - June 2001
LeMans Group 1996 - 2000
Skills
Data Analysis, Banking, Software Documentation, Management, Business Analysis, Risk Management, Process Improvement, SDLC, Project Management, Project 2000, Process-driven, Tax Preparation, Data Management, Data Feeds
Education
San Fernando High School 1972 — 1979
Diploma
California State University-Northridge 1977 — 1978
Polytechnical High school 1974 — 1977
diploma
Pacoima 1969 — 1976
Diploma, General
pacoima junior high 1971 — 1974
Angelica Hayden's Fidelity Investments Experience January 1992 - January 2000
Job Professional Pianist & Vocalist
Industry Entertainment
Experience
Special Affair Music January 2005 - Present
St Regis Hotel 2000 - 2008
Fidelity Investments January 1992 - January 2000
Education
California State University-Northridge 1990 — 1993
Special Affair Music January 2005 - Present
St Regis Hotel 2000 - 2008
Fidelity Investments January 1992 - January 2000
Education
California State University-Northridge 1990 — 1993
Thomas Trine's Fidelity Investments Experience May 2006 - November 2009
Job Director at Hitachi Consulting
Industry Financial Services
Experience
Hitachi Consulting 2009 - Present
Fidelity Investments May 2006 - November 2009
Zions Bank 2002 - 2006
JMN Associates 2002 - 2002
Wells Fargo 1999 - 2001
Bank of America 1979 - 1995
Bank of America 1979 - 1995
Bank of America 1979 - 1995
Bank of America 1979 - 1995
Skills
Management Consulting, Program Management, Asset Management, Asset Managment, Banking, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Business Transformation, Change Management, Financial Services, IT Strategy, Investments, Leadership, Management, Mergers, PMO, Portfolio Management, Project Portfolio..., Strategy
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1979 — 1981
MBA, Finance
University of California, Los Angeles 1971 — 1975
BA, Economics
Hitachi Consulting 2009 - Present
Fidelity Investments May 2006 - November 2009
Zions Bank 2002 - 2006
JMN Associates 2002 - 2002
Wells Fargo 1999 - 2001
Bank of America 1979 - 1995
Bank of America 1979 - 1995
Bank of America 1979 - 1995
Bank of America 1979 - 1995
Skills
Management Consulting, Program Management, Asset Management, Asset Managment, Banking, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Business Transformation, Change Management, Financial Services, IT Strategy, Investments, Leadership, Management, Mergers, PMO, Portfolio Management, Project Portfolio..., Strategy
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1979 — 1981
MBA, Finance
University of California, Los Angeles 1971 — 1975
BA, Economics
Ida Dandridge's Fidelity Investments Experience Manager, Office of the ChairmanFidelity InvestmentsAugust 1999 - August 2002
Job Assistant to Sr. Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments Manager, Office of the ChairmanFidelity InvestmentsAugust 1999 - August 2002
Skills
Microsoft Excel, Outlook, Financial Analysis, Access, Mutual Funds, Risk Management, Lotus Notes, Administrative...
Education
Cambridge College 1995 — 1999
Master of Management, Business Administration and Management, General
Fidelity Investments Manager, Office of the ChairmanFidelity InvestmentsAugust 1999 - August 2002
Skills
Microsoft Excel, Outlook, Financial Analysis, Access, Mutual Funds, Risk Management, Lotus Notes, Administrative...
Education
Cambridge College 1995 — 1999
Master of Management, Business Administration and Management, General
Catherine Kramer's Fidelity Investments Experience September 2007 - June 2008
Job Financial Services, Banking, Loss Mitigation, 401K Specialist, Client Support
Industry Financial Services
Experience
Citi March 2009 - April 2014
Fidelity Investments September 2007 - June 2008
Sunflower Farmers Market June 2006 - September 2007
Encore Capital Group July 2005 - April 2006
Southlake Carroll ISD October 2001 - May 2005
DCCCD January 2002 - May 2003
Sylvan Learning November 2001 - October 2002
Seton Home Study School Inc September 1995 - May 2000
American Airlines June 1995 - July 1995
Skills
Several Specialized..., Highly competent..., Ability to Think and..., I have the ability to..., I am a Quick Study,..., I am results oriented..., NUMEROUS training..., Risk Management, Training, Analysis, Mortgage Lending, Loss Mitigation, Loans, Software Documentation, Credit Analysis, Financial Services, FHA, Management
Education
Oklahoma State University 1974 — 1976
Bachelor's Degree
California State University-East Bay
2 years completed
Global Learning Management System, (GLMS) , Citigroup 2009 — 2014
Mortgage Collections, Loss Mitigations Specialist II, MLO
Fidelity Investments, 401K Defined Benefits Course 2007 — 2008
Certificate of Completion
Kaplan University 2007 — 2008
NASD Series 6 License
Encore Capital/Ramsey Law Firm, Arlington, TX 2005 — 2006
certificate
Uniited Airlines Training Center, Buffalo, NY 1982 — 1982
Certificate of Completion
Citi March 2009 - April 2014
Fidelity Investments September 2007 - June 2008
Sunflower Farmers Market June 2006 - September 2007
Encore Capital Group July 2005 - April 2006
Southlake Carroll ISD October 2001 - May 2005
DCCCD January 2002 - May 2003
Sylvan Learning November 2001 - October 2002
Seton Home Study School Inc September 1995 - May 2000
American Airlines June 1995 - July 1995
Skills
Several Specialized..., Highly competent..., Ability to Think and..., I have the ability to..., I am a Quick Study,..., I am results oriented..., NUMEROUS training..., Risk Management, Training, Analysis, Mortgage Lending, Loss Mitigation, Loans, Software Documentation, Credit Analysis, Financial Services, FHA, Management
Education
Oklahoma State University 1974 — 1976
Bachelor's Degree
California State University-East Bay
2 years completed
Global Learning Management System, (GLMS) , Citigroup 2009 — 2014
Mortgage Collections, Loss Mitigations Specialist II, MLO
Fidelity Investments, 401K Defined Benefits Course 2007 — 2008
Certificate of Completion
Kaplan University 2007 — 2008
NASD Series 6 License
Encore Capital/Ramsey Law Firm, Arlington, TX 2005 — 2006
certificate
Uniited Airlines Training Center, Buffalo, NY 1982 — 1982
Certificate of Completion
Jelyn Newton's Fidelity Investments Experience July 2012 - August 2014
Job Sr. Software Engineer/ Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - August 2014
Fidelity Investments July 2008 - July 2012
Fidelity Investments August 2006 - July 2008
Skills
Agile Methodologies, XML, ClearCase, Unix, JavaScript, Requirements Analysis, Software Project..., Systems Analysis, SDLC, SOA, Software Development, SQL
Education
ITT Technical Institute-Cary 2013 — 2015
Associate of Applied Science, Network and System Administration/Administrator
Cambridge College 2005 — 2006
Computer Science
Year Up 2005 — 2006
St. Croix Educational Complex 2000 — 2004
Fidelity Investments July 2012 - August 2014
Fidelity Investments July 2008 - July 2012
Fidelity Investments August 2006 - July 2008
Skills
Agile Methodologies, XML, ClearCase, Unix, JavaScript, Requirements Analysis, Software Project..., Systems Analysis, SDLC, SOA, Software Development, SQL
Education
ITT Technical Institute-Cary 2013 — 2015
Associate of Applied Science, Network and System Administration/Administrator
Cambridge College 2005 — 2006
Computer Science
Year Up 2005 — 2006
St. Croix Educational Complex 2000 — 2004
Charlene Aguilar's Fidelity Investments Experience 1997 - 2000
Job Banking Operations and Service Manager at Bankruptcy Management Solutions, Inc
Industry Information Technology and Services
Experience
BMS Bankruptcy Management Solutions, Inc. 2010 - Present
State Street IMS March 2002 - May 2010
JPMorgan Chase 2000 - 2002
Fidelity Investments 1997 - 2000
Capital Group 1993 - 1997
Skills
Financial Services, Securities, Corporate Actions, Bloomberg, Fixed Income, Asset Management, Software Development, Process Improvement, Derivatives, SWIFT messaging, Management, Customer Service, Financial Analysis, Business Analysis, Mutual Funds, Banking, Equities, Back Office
Education
California State University-Long Beach 1984 — 1989
Bachelor of Science, Business Administration
BMS Bankruptcy Management Solutions, Inc. 2010 - Present
State Street IMS March 2002 - May 2010
JPMorgan Chase 2000 - 2002
Fidelity Investments 1997 - 2000
Capital Group 1993 - 1997
Skills
Financial Services, Securities, Corporate Actions, Bloomberg, Fixed Income, Asset Management, Software Development, Process Improvement, Derivatives, SWIFT messaging, Management, Customer Service, Financial Analysis, Business Analysis, Mutual Funds, Banking, Equities, Back Office
Education
California State University-Long Beach 1984 — 1989
Bachelor of Science, Business Administration
James Gerard's Fidelity Investments Experience 1990 - Present
Job Quantitative Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1990 - Present
Morgan Stanley August 1987 - June 1990
Rutgers University, Dept. of Economics August 1984 - June 1987
Skills
Fixed Income, Equities, Derivatives, Asset Allocation, Portfolio Management, Mutual Funds, Portfolio Optimization, Options, Series 7, Financial Modeling, Investment Strategies, Quantitative Finance, Market Risk
Education
Caltech 1980 — 1984
MA, PhD, Applied Economic Theory
Northwestern University 1974 — 1977
BS, Physics, Applied Math
Fidelity Investments 1990 - Present
Morgan Stanley August 1987 - June 1990
Rutgers University, Dept. of Economics August 1984 - June 1987
Skills
Fixed Income, Equities, Derivatives, Asset Allocation, Portfolio Management, Mutual Funds, Portfolio Optimization, Options, Series 7, Financial Modeling, Investment Strategies, Quantitative Finance, Market Risk
Education
Caltech 1980 — 1984
MA, PhD, Applied Economic Theory
Northwestern University 1974 — 1977
BS, Physics, Applied Math
Dan Roughton's Fidelity Investments Experience December 2006 - December 2007
Job Release Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank January 2008 - Present
Fidelity Investments December 2006 - December 2007
Cincinnati Financial Corporation August 2006 - December 2006
Cincinnati Childrens Hospital Medical Center April 2006 - August 2006
Convergys (CBIS) 1985 - 2004
Convergys 1985 - 2004
Skills
MS Project
Education
California State University-Fullerton 1982 — 1984
BA, Business Administration - MIS
Fifth Third Bank January 2008 - Present
Fidelity Investments December 2006 - December 2007
Cincinnati Financial Corporation August 2006 - December 2006
Cincinnati Childrens Hospital Medical Center April 2006 - August 2006
Convergys (CBIS) 1985 - 2004
Convergys 1985 - 2004
Skills
MS Project
Education
California State University-Fullerton 1982 — 1984
BA, Business Administration - MIS
Ron Wilson, MBA, PMP's Fidelity Investments Experience June 2007 - November 2008
Job Resolution Planning and Corporate Development at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank July 2015 - Present
Fifth Third Bank October 2010 - Present
Consulting April 2010 - October 2010
Hyland Software May 2009 - March 2010
Fidelity Investments June 2007 - November 2008
Hewitt Associates November 2005 - April 2007
Siemens Business Services November 2004 - November 2005
Intrieve, Inc. October 2003 - November 2004
Fifth Third Bank December 2002 - October 2003
Great American Financial Resources October 2000 - June 2002
Skills
Program Management, Management, Project Management, Cross-functional Team..., CRM, IT Service Management, Business Planning, PMP, ITIL v3 Foundations..., Process Improvement, Leadership, SDLC, Disaster Recovery, Strategic Planning, Requirements Analysis, Business Analysis
Education
Caltech
Mergers & Acquisitions Integrations
Franklin University
MBA
Eastern University
B.A.
Scott High School 1982 — 1986
Fifth Third Bank July 2015 - Present
Fifth Third Bank October 2010 - Present
Consulting April 2010 - October 2010
Hyland Software May 2009 - March 2010
Fidelity Investments June 2007 - November 2008
Hewitt Associates November 2005 - April 2007
Siemens Business Services November 2004 - November 2005
Intrieve, Inc. October 2003 - November 2004
Fifth Third Bank December 2002 - October 2003
Great American Financial Resources October 2000 - June 2002
Skills
Program Management, Management, Project Management, Cross-functional Team..., CRM, IT Service Management, Business Planning, PMP, ITIL v3 Foundations..., Process Improvement, Leadership, SDLC, Disaster Recovery, Strategic Planning, Requirements Analysis, Business Analysis
Education
Caltech
Mergers & Acquisitions Integrations
Franklin University
MBA
Eastern University
B.A.
Scott High School 1982 — 1986
Marc H's Fidelity Investments Experience September 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Thompson Wealth Management September 2012 - May 2014
Boldt Risk Management Solutions March 2010 - December 2013
H.O.P.E.'s House Christian Ministries August 2005 - January 2009
Skills
Marketing, Customer Service, Microsoft Office, Budgets, Business Development, Executive Level..., Budgeting, Strategic Financial..., CRM, Personal Financial..., Retirement Planning, Financial Guidance, Investment Strategies, Investment Portfolio, Mutual Funds, FINRA
Education
University of California, Los Angeles 2015 — 2017
Personal Financial Planning
California State University-Northridge 2000 — 2005
Bachelor of Arts
University of Southern California 2009 — 2009
Fellowship
Fidelity Investments September 2014 - Present
Thompson Wealth Management September 2012 - May 2014
Boldt Risk Management Solutions March 2010 - December 2013
H.O.P.E.'s House Christian Ministries August 2005 - January 2009
Skills
Marketing, Customer Service, Microsoft Office, Budgets, Business Development, Executive Level..., Budgeting, Strategic Financial..., CRM, Personal Financial..., Retirement Planning, Financial Guidance, Investment Strategies, Investment Portfolio, Mutual Funds, FINRA
Education
University of California, Los Angeles 2015 — 2017
Personal Financial Planning
California State University-Northridge 2000 — 2005
Bachelor of Arts
University of Southern California 2009 — 2009
Fellowship
Lilian Fette's Fidelity Investments Experience July 2000 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2000 - Present
Skills
Strategic Planning, Leadership, Operational Efficiency, Organizational..., Big Data, Program Management, Project Management, Data Analysis, Analytics, Consulting, Event Planning, Customer Experience, PowerPoint, Microsoft Word, Visio, Microsoft Excel, E-Learning, Training, Technical Writing, Mentoring, Customer Service, CRM, Process Improvement..., Banking, International Operations
Education
California State University-Hayward
Human Resource Management, Human Resources Management/Personnel Administration, General
Fidelity Investments July 2000 - Present
Skills
Strategic Planning, Leadership, Operational Efficiency, Organizational..., Big Data, Program Management, Project Management, Data Analysis, Analytics, Consulting, Event Planning, Customer Experience, PowerPoint, Microsoft Word, Visio, Microsoft Excel, E-Learning, Training, Technical Writing, Mentoring, Customer Service, CRM, Process Improvement..., Banking, International Operations
Education
California State University-Hayward
Human Resource Management, Human Resources Management/Personnel Administration, General
Erin Britton's Fidelity Investments Experience February 2000 - July 2003
Job
Industry Financial Services
Experience
UBS Investment Bank November 2009 - Present
Ferrell Capital Management February 2006 - November 2009
Fidelity Investments February 2000 - July 2003
Education
California University of Pennsylvania 2003 — 2005
B.A., Communication/Public Relations, Marketing
University of Pittsburgh 1992 — 1994
UBS Investment Bank November 2009 - Present
Ferrell Capital Management February 2006 - November 2009
Fidelity Investments February 2000 - July 2003
Education
California University of Pennsylvania 2003 — 2005
B.A., Communication/Public Relations, Marketing
University of Pittsburgh 1992 — 1994
Murray Cleaner's Fidelity Investments Experience October 2003 - December 2009
Job Director Investment Specialist Group MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2011 - Present
Fidelity Investments Institutional Services Co. January 2010 - October 2011
Fidelity Investments October 2003 - December 2009
Franklin Templeton Investments January 1987 - October 2003
Skills
401k, Retirement Plan..., Stocks, Marketing, Mutual Funds, Series 7, Sales Presentations, Series 63, Sales Process
Education
California State University-Sacramento
BS - Finance, Finance and Economics
MFS Investment Management December 2011 - Present
Fidelity Investments Institutional Services Co. January 2010 - October 2011
Fidelity Investments October 2003 - December 2009
Franklin Templeton Investments January 1987 - October 2003
Skills
401k, Retirement Plan..., Stocks, Marketing, Mutual Funds, Series 7, Sales Presentations, Series 63, Sales Process
Education
California State University-Sacramento
BS - Finance, Finance and Economics
Jennifer Hogue's Fidelity Investments Experience May 2005 - Present
Job Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2005 - Present
North Suffolk Mental Health January 2007 - June 2008
Justice Resource Institute/Symphony Shared Living September 2006 - January 2007
Education
Cambridge College 2005 — 2008
MEd, Clinical Psychology
Emerson College 2004 — 2005
Bachelor of Music, Multicultural Literature
Longy School of Music 2001 — 2004
Diploma in Horn Performance, Music Performane
University of Denver 1998 — 2000
Music Performane
Fidelity Investments May 2005 - Present
North Suffolk Mental Health January 2007 - June 2008
Justice Resource Institute/Symphony Shared Living September 2006 - January 2007
Education
Cambridge College 2005 — 2008
MEd, Clinical Psychology
Emerson College 2004 — 2005
Bachelor of Music, Multicultural Literature
Longy School of Music 2001 — 2004
Diploma in Horn Performance, Music Performane
University of Denver 1998 — 2000
Music Performane
Michael Hauer's Fidelity Investments Experience October 1998 - February 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Veritude/Fidelity Investments 1998 - Present
Fidelity Investments October 1998 - February 2009
Education
California State University-Fullerton 1980 — 1985
Veritude/Fidelity Investments 1998 - Present
Fidelity Investments October 1998 - February 2009
Education
California State University-Fullerton 1980 — 1985
Ames, Amelia's Fidelity Investments Experience 2000 - 2005
Job Financial Professional
Industry Financial Services
Experience
Zeiders Enterprises, Inc. October 2012 - April 2014
U.S. Securities & Exchange Commission 2008 - 2008
Fidelity Investments 2000 - 2005
Skills
Investments, Process Improvement, Microsoft Excel, Business Analysis, Microsoft Office, Strategy, PowerPoint, Strategic Planning, Financial Analysis, Corporate Actions, Budgets, Mutual Funds, Securities, Financial Modeling
Education
California Western School of Law 2005 — 2008
JD
Trinity College-Hartford 1996 — 2000
BA, Economics
Zeiders Enterprises, Inc. October 2012 - April 2014
U.S. Securities & Exchange Commission 2008 - 2008
Fidelity Investments 2000 - 2005
Skills
Investments, Process Improvement, Microsoft Excel, Business Analysis, Microsoft Office, Strategy, PowerPoint, Strategic Planning, Financial Analysis, Corporate Actions, Budgets, Mutual Funds, Securities, Financial Modeling
Education
California Western School of Law 2005 — 2008
JD
Trinity College-Hartford 1996 — 2000
BA, Economics
Barbara Draper's Fidelity Investments Experience July 2007 - August 2010
Job Graduate Student in Human Services
Industry Individual & Family Services
Experience
Temple Beth Meyer 2011 - Present
Waste Industries December 2011 - February 2012
Headway Corporate Resources May 2011 - August 2011
Fidelity Investments July 2007 - August 2010
Fidelity Investments January 2005 - June 2007
Fidelity Investments August 2002 - January 2005
IBM August 2000 - August 2002
Skills
Benefits Administration, Training, Human Resources, HRIS, Employee Benefits, Personnel Management, Leadership, Payroll, Team Building, Process Improvement, Management, Analysis, Conflict Resolution
Education
Liberty University 2013 — 2014
Master of Arts (MA), Human Services, General
California State University-Northridge 1987 — 1990
BA, Liberal Studies; Elementary Education
University of Phoenix
Masters, Business Administration
Temple Beth Meyer 2011 - Present
Waste Industries December 2011 - February 2012
Headway Corporate Resources May 2011 - August 2011
Fidelity Investments July 2007 - August 2010
Fidelity Investments January 2005 - June 2007
Fidelity Investments August 2002 - January 2005
IBM August 2000 - August 2002
Skills
Benefits Administration, Training, Human Resources, HRIS, Employee Benefits, Personnel Management, Leadership, Payroll, Team Building, Process Improvement, Management, Analysis, Conflict Resolution
Education
Liberty University 2013 — 2014
Master of Arts (MA), Human Services, General
California State University-Northridge 1987 — 1990
BA, Liberal Studies; Elementary Education
University of Phoenix
Masters, Business Administration
Michele Decoteau's Fidelity Investments Experience October 2006 - July 2009
Job VP Marketing and Sales at OrthoCreations Orthodontic Laboratory
Industry Human Resources
Experience
OrthoCreations Orthodontic Laboratory July 2009 - Present
Fidelity Investments October 2006 - July 2009
Fidelity Investments December 2004 - September 2006
Fidelity Investments April 2002 - November 2004
Fidelity Investments April 2000 - March 2002
Fidelity Investments September 1999 - March 2000
Skills
Defined Benefit, 401k, Employee Benefits, ERISA, Pension Administration, Open Enrollment, Benefits Administration, PeopleSoft, COBRA, Vendor Management, Relationship Management, Employee Relations, Human Resources, Retirement, Performance Management
Education
California State University-East Bay 1976 — 1980
Bachelor of Art, Liberal Arts-Elementary Education/English minor
California State University, Chico
OrthoCreations Orthodontic Laboratory July 2009 - Present
Fidelity Investments October 2006 - July 2009
Fidelity Investments December 2004 - September 2006
Fidelity Investments April 2002 - November 2004
Fidelity Investments April 2000 - March 2002
Fidelity Investments September 1999 - March 2000
Skills
Defined Benefit, 401k, Employee Benefits, ERISA, Pension Administration, Open Enrollment, Benefits Administration, PeopleSoft, COBRA, Vendor Management, Relationship Management, Employee Relations, Human Resources, Retirement, Performance Management
Education
California State University-East Bay 1976 — 1980
Bachelor of Art, Liberal Arts-Elementary Education/English minor
California State University, Chico
Taylor Furnis-Lawrence's Fidelity Investments Experience July 2007 - September 2008
Job Thoughtful Fast Learner
Industry Consumer Services
Experience
Enterprise Rent-A-Car December 2010 - October 2012
Best Buy November 2008 - February 2010
Fidelity Investments July 2007 - September 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Asset Allocation, Customer Service, Business Analysis, Strategic Financial..., Investments, Banking, Forecasting, Microsoft Office, Mutual Funds, Finance
Education
California State University-Northridge 2005 — 2007
BA, Economics
California State University
Bachelor’s degree; AA degree, Economics; Business Administration
Enterprise Rent-A-Car December 2010 - October 2012
Best Buy November 2008 - February 2010
Fidelity Investments July 2007 - September 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Asset Allocation, Customer Service, Business Analysis, Strategic Financial..., Investments, Banking, Forecasting, Microsoft Office, Mutual Funds, Finance
Education
California State University-Northridge 2005 — 2007
BA, Economics
California State University
Bachelor’s degree; AA degree, Economics; Business Administration
Aaron Fry's Fidelity Investments Experience January 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
TD Ameritrade July 2011 - January 2013
MSSB Consulting January 2010 - July 2011
Sushi Pier April 2000 - June 2007
Skills
Financial Analysis, Customer Service, Strategic Planning, Risk Management, Investments, Strategic Financial..., Financial Modeling, Series 7, Business Development, Mutual Funds
Education
California State University-Sacramento 2007 — 2009
BS, Finance
Fidelity Investments January 2013 - Present
TD Ameritrade July 2011 - January 2013
MSSB Consulting January 2010 - July 2011
Sushi Pier April 2000 - June 2007
Skills
Financial Analysis, Customer Service, Strategic Planning, Risk Management, Investments, Strategic Financial..., Financial Modeling, Series 7, Business Development, Mutual Funds
Education
California State University-Sacramento 2007 — 2009
BS, Finance
Paul Kranich's Fidelity Investments Experience April 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Merrill Lynch March 2010 - April 2015
Bank of America 2010 - August 2011
Skills
Series 7, Wealth Management, Portfolio Management, Banking, Loans, Uniform Combined State..., Credit, Credit Analysis, Investments, Mutual Funds, Mortgage Lending, Series 66, CRPS, Insurance Brokerage, Variable Life
Education
CSU Sacramento 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Fidelity Investments April 2015 - Present
Merrill Lynch March 2010 - April 2015
Bank of America 2010 - August 2011
Skills
Series 7, Wealth Management, Portfolio Management, Banking, Loans, Uniform Combined State..., Credit, Credit Analysis, Investments, Mutual Funds, Mortgage Lending, Series 66, CRPS, Insurance Brokerage, Variable Life
Education
CSU Sacramento 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Priti Bhakta's Fidelity Investments Experience March 2005 - January 2012
Job Accomplished in Education and Relationship Building
Industry Education Management
Experience
Alameda Unified School District April 2014 - Present
Uplift Education November 2012 - May 2013
La Academia de Estrellas Elementary Charter School January 2012 - November 2012
Fidelity Investments March 2005 - January 2012
SCORE! Educational Centers July 2002 - September 2004
Skills
Special Education, Lesson Planning, Teaching, Differentiated..., Instructional Design, Sales, Public Speaking, Classroom Management, Special Needs, Goal Setting, Interdisciplinary..., Learning Disabilities, Training, Tutoring, Curriculum Development, Client Services, Curriculum Design, Management, Classroom, Educational Leadership, Exceeding Customer..., PowerPoint
Education
California State University-Fullerton 1994 — 1998
Bachelor of Arts (BA), Speech-Language Pathology/Pathologist
Alameda Unified School District April 2014 - Present
Uplift Education November 2012 - May 2013
La Academia de Estrellas Elementary Charter School January 2012 - November 2012
Fidelity Investments March 2005 - January 2012
SCORE! Educational Centers July 2002 - September 2004
Skills
Special Education, Lesson Planning, Teaching, Differentiated..., Instructional Design, Sales, Public Speaking, Classroom Management, Special Needs, Goal Setting, Interdisciplinary..., Learning Disabilities, Training, Tutoring, Curriculum Development, Client Services, Curriculum Design, Management, Classroom, Educational Leadership, Exceeding Customer..., PowerPoint
Education
California State University-Fullerton 1994 — 1998
Bachelor of Arts (BA), Speech-Language Pathology/Pathologist
Ponam Thajali's Fidelity Investments Experience February 2010 - August 2010
Job VM Manager at Reiss
Industry Retail
Experience
Reiss January 2014 - Present
Au Bon Pain August 2012 - August 2013
IBEX Global February 2011 - June 2011
Fidelity Investments February 2010 - August 2010
Broad Institute August 2008 - April 2009
Skills
Customer Service, Nonprofits, Visio, Community Outreach, Program Development, Fundraising, Management, Microsoft Office, Sales Operations
Education
Northeastern University 2013 — 2016
Bachelor's Degree, Bachelor of Science in Finance and Accounting
Somerville High School
HS Diploma
Cambridge College
Technical Certificate, Business Management; Information Technology
Reiss January 2014 - Present
Au Bon Pain August 2012 - August 2013
IBEX Global February 2011 - June 2011
Fidelity Investments February 2010 - August 2010
Broad Institute August 2008 - April 2009
Skills
Customer Service, Nonprofits, Visio, Community Outreach, Program Development, Fundraising, Management, Microsoft Office, Sales Operations
Education
Northeastern University 2013 — 2016
Bachelor's Degree, Bachelor of Science in Finance and Accounting
Somerville High School
HS Diploma
Cambridge College
Technical Certificate, Business Management; Information Technology
Michelle Best's Fidelity Investments Experience September 2007 - September 2008
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Scottrade July 2010 - September 2014
Scottrade September 2008 - July 2010
Fidelity Investments September 2007 - September 2008
Fidelity Investments September 2005 - August 2007
Fidelity Investments August 2000 - September 2005
The Sports Club/LA 1989 - 1996
Skills
Series 7, Series 63, Series 24, Series 66, Wealth Management, Investment Strategies, Fixed Annuities, Fixed Income Strategies, Variable Annuities, Estate Planning, Life Insurance, Financial Analysis, Financial Reporting, Budget Setting, Strategic Financial..., Financial Accounting
Education
Xavier University 2002 — 2003
Certified FinancialPlanning, A
California State University-Northridge 1994 — 1996
BA, Radio, TV Film, Honors
Cleveland State University 1983 — 1994
BA, Music
TIAA-CREF September 2014 - Present
Scottrade July 2010 - September 2014
Scottrade September 2008 - July 2010
Fidelity Investments September 2007 - September 2008
Fidelity Investments September 2005 - August 2007
Fidelity Investments August 2000 - September 2005
The Sports Club/LA 1989 - 1996
Skills
Series 7, Series 63, Series 24, Series 66, Wealth Management, Investment Strategies, Fixed Annuities, Fixed Income Strategies, Variable Annuities, Estate Planning, Life Insurance, Financial Analysis, Financial Reporting, Budget Setting, Strategic Financial..., Financial Accounting
Education
Xavier University 2002 — 2003
Certified FinancialPlanning, A
California State University-Northridge 1994 — 1996
BA, Radio, TV Film, Honors
Cleveland State University 1983 — 1994
BA, Music
Iman Cohen-Whitaker's Fidelity Investments Experience January 2011 - Present
Job Intern at Fidelity Investments
Industry
Experience
Fidelity Investments January 2011 - Present
Education
Cambridge College 2010 — 2011
Brighton High School 2009 — 2010
Diploma, English, math, world history, physics
Boston Arts Academy 2007 — 2009
Dance, humanity, seminar, math, science
Fidelity Investments January 2011 - Present
Education
Cambridge College 2010 — 2011
Brighton High School 2009 — 2010
Diploma, English, math, world history, physics
Boston Arts Academy 2007 — 2009
Dance, humanity, seminar, math, science
Diana Chien's Fidelity Investments Experience June 2014 - Present
Job
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - June 2014
Compak Asset Management March 2013 - June 2013
Merrill Lynch March 2012 - June 2013
Bank of America June 2010 - March 2012
The Walt Disney Company June 2008 - June 2010
Associated Students, Inc.- CSUF January 2009 - July 2009
Panhellenic Council January 2007 - December 2008
Skills
Outlook, Event Planning, Fundraising, PowerPoint, Public Speaking, Cold Calling, Qualifying Prospects, Sales Plan, Management, Marketing Strategy, Time Management, Sales Management
Education
California State University-Fullerton 2006 — 2011
BA - Business Administration, Finance and Management
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - June 2014
Compak Asset Management March 2013 - June 2013
Merrill Lynch March 2012 - June 2013
Bank of America June 2010 - March 2012
The Walt Disney Company June 2008 - June 2010
Associated Students, Inc.- CSUF January 2009 - July 2009
Panhellenic Council January 2007 - December 2008
Skills
Outlook, Event Planning, Fundraising, PowerPoint, Public Speaking, Cold Calling, Qualifying Prospects, Sales Plan, Management, Marketing Strategy, Time Management, Sales Management
Education
California State University-Fullerton 2006 — 2011
BA - Business Administration, Finance and Management
Stephanie Leonard's Fidelity Investments Experience November 2000 - February 2008
Job Tax Manager at Acushnet Company
Industry Consumer Goods
Experience
Acushnet Company March 2008 - Present
Vertex Exchange 2012 - 2012
Fidelity Investments November 2000 - February 2008
PricewaterhouseCoopers February 1999 - November 2000
DIRECTV 1998 - 1999
Nissan Motor Co., Ltd. 1987 - 1997
Education
California State University-Long Beach
Bachelor of Science, Finance
Acushnet Company March 2008 - Present
Vertex Exchange 2012 - 2012
Fidelity Investments November 2000 - February 2008
PricewaterhouseCoopers February 1999 - November 2000
DIRECTV 1998 - 1999
Nissan Motor Co., Ltd. 1987 - 1997
Education
California State University-Long Beach
Bachelor of Science, Finance
Gerson Davis's Fidelity Investments Experience April 2004 - Present
Job Mail Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2004 - Present
Massachusetts General Hospital February 2003 - March 2004
Souper Salad January 1995 - April 2001
Skills
Scan documents, Database Administration, Investments, Portfolio Management, Equities, Microsoft Excel
Education
Cambridge College 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.0
Gibbs College-Boston 2001 — 2003
Associate of Science (AS), Business Administration and Management, General
Fidelity Investments April 2004 - Present
Massachusetts General Hospital February 2003 - March 2004
Souper Salad January 1995 - April 2001
Skills
Scan documents, Database Administration, Investments, Portfolio Management, Equities, Microsoft Excel
Education
Cambridge College 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.0
Gibbs College-Boston 2001 — 2003
Associate of Science (AS), Business Administration and Management, General
Chris Polacek's Fidelity Investments Experience November 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments April 2013 - November 2014
ADB (Ayala Design Build) August 2011 - March 2013
Eco Foundations Systems Inc. August 2011 - March 2013
Abercrombie & Fitch August 2011 - January 2013
BEAGLES 2007 - 2013
Subway February 2004 - June 2010
Skills
Stock Market, Communication Skills, Sales, Customer Service, Stock Trading, Management, Social Networking, Facebook, Time Management, Microsoft Word, Construction, Social Media Marketing, Microsoft Office
Education
California State University-Sacramento 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments November 2014 - Present
Fidelity Investments April 2013 - November 2014
ADB (Ayala Design Build) August 2011 - March 2013
Eco Foundations Systems Inc. August 2011 - March 2013
Abercrombie & Fitch August 2011 - January 2013
BEAGLES 2007 - 2013
Subway February 2004 - June 2010
Skills
Stock Market, Communication Skills, Sales, Customer Service, Stock Trading, Management, Social Networking, Facebook, Time Management, Microsoft Word, Construction, Social Media Marketing, Microsoft Office
Education
California State University-Sacramento 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Amy McConnel's Fidelity Investments Experience November 1998 - September 2000
Job Contracts / Legal
Industry Oil & Energy
Experience
Iberdrola Energy Holdings, LLC August 2013 - Present
Iberdrola USA January 2012 - July 2013
Bart's Books of Ojai, LLC November 2008 - February 2010
Oechsle International Advisors, LLC May 2001 - December 2001
Fidelity Investments November 1998 - September 2000
Grossman & Grossman June 1997 - August 1997
City of Burbank June 1994 - August 1995
La Canada Unified School District June 1991 - June 1995
Law Office of Chris B. Mears February 1990 - July 1991
Skills
Energy, Natural Gas, Project Planning, Gas, Energy Markets, Contract Negotiation, Contract Management, Management, Compliance, Early Childhood..., Teaching, Employee Training, Teacher Training, Office Administration, Customer Service, Legal Assistance, Negotiation
Education
Suffolk Law School 1995 — 1998
Juris Doctor
California State University-Fullerton 1990 — 1991
Multiple Subjects Teaching Credential, K-6 and Early Childhood Education
University of California, Irvine 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Iberdrola Energy Holdings, LLC August 2013 - Present
Iberdrola USA January 2012 - July 2013
Bart's Books of Ojai, LLC November 2008 - February 2010
Oechsle International Advisors, LLC May 2001 - December 2001
Fidelity Investments November 1998 - September 2000
Grossman & Grossman June 1997 - August 1997
City of Burbank June 1994 - August 1995
La Canada Unified School District June 1991 - June 1995
Law Office of Chris B. Mears February 1990 - July 1991
Skills
Energy, Natural Gas, Project Planning, Gas, Energy Markets, Contract Negotiation, Contract Management, Management, Compliance, Early Childhood..., Teaching, Employee Training, Teacher Training, Office Administration, Customer Service, Legal Assistance, Negotiation
Education
Suffolk Law School 1995 — 1998
Juris Doctor
California State University-Fullerton 1990 — 1991
Multiple Subjects Teaching Credential, K-6 and Early Childhood Education
University of California, Irvine 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Barbara Laws Haddox's Fidelity Investments Experience June 2004 - Present
Job Sr. Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2004 - Present
Fidelity Investments June 1994 - May 1999
Western & Southern Life June 1978 - June 1994
Skills
Vendor Management, Process Improvement, Project Management, Program Management, Business Analysis, Cross-functional Team..., Financial Services, Customer Service, Leadership, Management
Education
Our Lady of Providence, Newport KY 1977 — 1978
LaSalette Academy, Covington Ky
Fidelity Investments June 2004 - Present
Fidelity Investments June 1994 - May 1999
Western & Southern Life June 1978 - June 1994
Skills
Vendor Management, Process Improvement, Project Management, Program Management, Business Analysis, Cross-functional Team..., Financial Services, Customer Service, Leadership, Management
Education
Our Lady of Providence, Newport KY 1977 — 1978
LaSalette Academy, Covington Ky
Michael Tallon's Fidelity Investments Experience August 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments December 2014 - August 2015
Fidelity Investments February 2014 - December 2014
Fidelity Investments June 2012 - January 2014
Fidelity Investments February 2012 - June 2012
Education
California State University-San Bernardino 2006 — 2010
BS Finance, Finance, General
Fidelity Investments August 2015 - Present
Fidelity Investments December 2014 - August 2015
Fidelity Investments February 2014 - December 2014
Fidelity Investments June 2012 - January 2014
Fidelity Investments February 2012 - June 2012
Education
California State University-San Bernardino 2006 — 2010
BS Finance, Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank