Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

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

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

Fidelity Investments Employees

Employee
Years
Job
Industry
Robert Dusablon Robert Dusablon Raleigh-Durham, North Carolina Area Details
Robert Dusablon's Fidelity Investments Experience March 2007 - March 2008
Job Student at MyComputerCareer
Industry Information Technology and Services
Experience
MyComputerCareer  September 2015 - Present
Retired and enjoying time to pursue personal interests and family  March 2015 - September 2015
Triangle Community Foundation  July 2011 - March 2015
San Francisco General Hospital Foundation  March 2011 - July 2011
Boys and Girls Clubs of San Francisco  October 2008 - March 2011
SETI Institute  March 2008 - September 2008
Fidelity Investments   March 2007 - March 2008
Ravenscroft School  July 2005 - March 2007
StateWatch   August 2001 - October 2003
US Army  June 1988 - September 2001

Skills
Non-profits, Database Administration, Raiser's Edge, Inventory Management, Customer Service, Customer Relations, Team Building, NetCommunity, Troubleshooting, Desktop Computers, Nonprofits, Training, Management, Program Development, Public Speaking, Volunteer Management, Leadership, Research, Microsoft Office, Strategic Planning, Program Management

Education
Campbell University   2003 — 2008
BBA, Business Administration, with a minor in Computer Information Systems, 3.379 GPA

Hawaii Pacific University   1998 — 1999

Cole Philips Cole Philips Dallas/Fort Worth Area Details
Cole Philips's Fidelity Investments Experience June 2000 - May 2003
Job CEO & Founder of Cole Philips Enterprises
Industry Professional Training & Coaching
Experience
Cole Philips Enterprises   October 2008 - Present
Ogle Schools  2010 - 2013
National Bankruptcy Services, LLC  November 2007 - June 2008
Bank of America  June 2002 - November 2005
Fidelity Investments   June 2000 - May 2003

Skills
Promotions, Management Consulting, Life Coaching, Life Transitions, Project Management, Live Events, High Profile Events, PowerPoint, CampusVue, Executive Coaching, Parent-Teacher..., Youth Leadership, Youth Development, Youth Mentoring, Microsoft Office, Charismatic Leadership, Portfolio Management, Motivational Speaking, Time Management, Coaching, Management, Leadership, Finance, Business Coaching, Workshop Facilitation, Small Business, Executive Development, Consulting, Leadership Development, Career Development, Entrepreneurship, Organizational..., Personal Development, Training, Emotional Intelligence, Career Counseling, Presentation Coaching, Career Management, Personal Branding, 360 Feedback, Resume Writing, Organizational..., Management Development, Workshops, Culture Change, Conflict Resolution, Team Building, Staff Development, Job Coaching, Public Speaking

Education
Capella University   2007 — 2010
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications

Kalamazoo Valley Community College   1994 — 1997
International Business

Cherrell Jenkins Cherrell Jenkins Raleigh-Durham, North Carolina Area Details
Cherrell Jenkins's Fidelity Investments Experience July 2014 - December 2014
Job Heathcare Management
Industry Hospital & Health Care
Experience
BCBSNC  December 2014 - Present
Fidelity Investments   July 2014 - December 2014

Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Invoicing

Education
Campbell University   2010 — 2014

Wilmer Rodriguez Wilmer Rodriguez Greater Boston Area Details
Wilmer Rodriguez's Fidelity Investments Experience April 2013 - Present
Job Regional Support IT Technician at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   April 2013 - Present
Market Basket Alameda   November 2007 - February 2013
Year Up  2012 - 2013

Skills
Transfer files..., Image laptops to..., Create LAN, digital,..., Download Microsoft..., Hardware installs..., Complete more than 15..., HTML, Customer Service, Troubleshooting, XP, Windows 7, Computer Hardware, Teaching, Microsoft Office, SQL, Retail, Outlook, Technical Support, Windows, Time Management, Microsoft Excel, PowerPoint, Hardware, Teamwork, Information Technology, Data Analysis, Access

Education
Cambridge College   2012 — 2013
Information Technology

Matthew Maloney Matthew Maloney Wilkes Barre, Pennsylvania Details
Matthew Maloney's Fidelity Investments Experience 1998 - 2001
Job Account Executive at Johnson Controls
Industry Mechanical or Industrial Engineering
Experience
Johnson Controls  July 2014 - Present
Cintas  April 2003 - July 2014
Fidelity Investments   1998 - 2001

Skills
Building Automation, Industrial Safety, OSHA 10-Hour Certified, Fire Protection, Life Safety, New Business Development, Operations Management, Leadership, Customer Service, Management, Sales Operations, Key Account Management, Budgets, Training, Contract Negotiation, Team Building, Sales, Negotiation, Account Management, Sales Management, Customer Retention

Education
Campbellsville University   1995 — 1998
Bachelor's degree, Political Science and Government

SUNY Orange   1992 — 1995
Associate's degree, Criminal Justice/Police Science

middletown high school

middletown high school

Travis Guyder Travis Guyder Delafield, Wisconsin Details
Travis Guyder's Fidelity Investments Experience January 2004 - April 2012
Job ★ Wealth Manager for Individuals, Families and Business Owners
Industry Financial Services
Experience
Guyder Financial Group   April 2012 - Present
Fidelity Investments   January 2004 - April 2012
Charles Schwab  November 1999 - September 2003
MassMutual Financial Group  September 1997 - November 1999

Skills
Investments, Strategic Financial..., Portfolio Management, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Strategy, Series 7, Series 65, 401k, Retirement, Series 6, FINRA, Securities, Investment Advisory, Equities, Asset Managment, Alternative Investments, Financial Services, Investment Management, Investment Strategies, Financial Advisory, Finance, Fixed Income

Education
Canisius College   1992 — 1996
Bachelor of Science (B.S.), Finance

Kasc Scott Kasc Scott Dallas/Fort Worth Area Details
Kasc Scott's Fidelity Investments Experience August 2013 - Present
Job Senior Regional Investment Consultant
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Merrill Lynch  April 2011 - August 2013
Edward Jones  September 2009 - April 2011

Skills
Finance, Financial Analysis, Financial Goals, Financial Planners, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Series 7, Tax, Wealth Management, Financial Services, Mutual Funds, Series 63

Education
Cameron University   2007 — 2009
Bachelors, Finance

Peter Berment Peter Berment Boston, Massachusetts Details
Peter Berment's Fidelity Investments Experience July 2013 - January 2014
Job Technical Enthusiast with experience at Fidelity Investments
Industry Information Technology and Services
Experience
DUxDRx   January 2014 - Present
Fidelity Investments   July 2013 - January 2014
Crothall Healthcare  June 2010 - April 2013
Teen TV   June 2008 - August 2008

Skills
Troubleshooting, Microsoft Office, Training, Cisco Certified, Java, HTML, Photoshop, Windows 7, Windows XP Pro, Computer Hardware, Technical Support, Sametime, Ticketing Systems, Networking, Customer Service, Leadership, Software Installation, Network Administration, Access

Education
Year Up Inc.   2013 — 2014
Information Technology

Cambridge College   2013 — 2014

Connie Everly Connie Everly Fayetteville, North Carolina Area Details
Connie Everly's Fidelity Investments Experience October 2005 - February 2008
Job Office Management, Office Administrator, Program Analyst
Industry Information Technology and Services
Experience
SAIC  June 2009 - Present
University of North Carolina at Pembroke  February 2008 - June 2009
Fidelity Investments   October 2005 - February 2008
CVS Caremark Corporation  May 1984 - August 2005

Skills
Strategic Planning, Business Process..., Government Contracting, Government, Process Improvement, Vendor Management, Microsoft Office, CRM, Business Analysis, Proposal Writing, DoD, Program Management, Team Leadership, SharePoint, Project Management, Analysis, Customer Service, Change Management, Management, SDLC, Leadership, Software Documentation, Security Clearance, Operations Management, Access, Integration, Quality Assurance, Account Management, Procurement, System Administration, MS Project, Cross-functional Team..., Contract Management, Business Process

Education
Campbell University   1987 — 1990
Bachelor of Business Administration, Business

Ramon Allison Ramon Allison Hyde Park, Massachusetts Details
Ramon Allison's Fidelity Investments Experience February 2013 - July 2013
Job Regional Support Technician Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   February 2013 - July 2013

Skills
Microsoft Office, HTML, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Customer Service, Photoshop, Teamwork, Team Leadership

Education
Cambridge College   2012 — 2013
Still working on it, Information Technology

TechBoston Academy   2009 — 2012
High School Diploma

Justin Sellars Justin Sellars Raleigh-Durham, North Carolina Area Details
Justin Sellars's Fidelity Investments Experience September 2013 - Present
Job Senior Security Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   September 2013 - Present
George Consulting, LTD  October 2012 - September 2013
ORAU  August 2011 - August 2012
Computer Sciences Corporation  February 2008 - September 2011
Lenovo  October 2007 - January 2008
Alphanumeric Systems  March 2006 - October 2007
Siemens  February 2002 - March 2006

Skills
SQL, ColdFusion, Eclipse, HTML5, XML, CSS, JavaScript, Computer Hardware, Hardware Support, Network Security, Encryption, Computer Forensics, Active Directory, Microsoft Exchange, Pointsec, Symantec Endpoint..., Windows 7, Windows XP Pro, Java, SharePoint, ITIL, Software Documentation, Servers, Troubleshooting, Hardware, Windows, OWASP, OSX, Enterprise Architecture, Databases, Technical Support, Cloud Computing, Networking, Microsoft SQL Server, VMware

Education
Campbell University   2008 — 2011
Information Security, Security Infrastructure, Crypto

Sanderson High School   1996 — 2000
Diploma, Academic

Hartman Wagner III Hartman Wagner III Arlington, Massachusetts Details
Hartman Wagner III's Fidelity Investments Experience January 1994 - January 2000
Job Principle Software Development Engineer, Informatics at PerkinElmer, Inc.
Industry Computer Software
Experience
PerkinElmer, Inc.   August 2015 - Present
Progress Software  May 2013 - Present
AgencyPort  June 2006 - May 2013
FHW Consulting – Consulting Company   May 2003 - June 2006
United Online  July 2000 - May 2003
Fidelity Investments   January 1994 - January 2000

Skills
Amazon Web Services..., Configuration Management, Agile Methodologies, Git, SVN, Continuous Integration, Data Center, Amazon RDS, Enterprise Architecture, Linux, SaaS, Bash, Tomcat, Microsoft SQL Server, Windows Server, Amazon, Java, Unix, Integration, Cisco IOS, VMware Infrastructure, Network Architecture, Cisco, Windows Server 2008, VoIP, Firewalls, MPLS, JIRA, Storage Area Networks, WebSphere Application..., Software Solution..., SQL Server 2000-2008, Cisco Catalyst Switches, Cisco Call Manager, Amazon EC2, Amazon S3, Amazon VPC, Amazon EBS, VPN, MySQL, Subversion, Docker, Python

Education
Cape Cod Community College   1990 — 1991
Economics

Gordon College   1988 — 1989
Business Administration

The Stony Brook School   1984 — 1988

Tim Weimer Tim Weimer Rootstown, Ohio Details
Tim Weimer's Fidelity Investments Experience August 2006 - August 2012
Job Chief Financial Officer at We Love Snobs Inc.
Industry Legal Services
Experience
We Love Snobs Inc.   March 2015 - June 2015
Akron Law Public Health Law and Science Center   August 2014 - April 2015
Healthcare Leadership Council  June 2014 - August 2014
University of Akron School of Law  August 2012 - April 2014
Fidelity Investments   August 2006 - August 2012
Snow Canyon State Park   October 2002 - March 2006

Skills
Leadership, Sales, Analysis, Legal Writing, Public Speaking, Westlaw, LexisNexis, Legal Research Skills, Legal Research, Financial Services, Trading, Policy Research and..., Securities, Business Organization, Investments, Organization, Training, Health Law, Legal Analysis, Team Building, Customer Service, Microsoft Office, Management

Education
University of Akron School of Law   2012 — 2015
Juris Doctorate, Health Law Certificate

Capella University   2004 — 2005
Master of Business Administration (M.B.A.)

University of Utah   1996 — 1999
B.S., Parks, Recreation and Tourism: Commercial Recreation

Devin Barker Devin Barker Greater Salt Lake City Area Details
Devin Barker's Fidelity Investments Experience July 2015 - Present
Job Stock Plan Brokerage Operations Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   February 2015 - July 2015
Fidelity Investments   June 2014 - February 2015
E*TRADE Financial Corporation  October 2013 - June 2014
Fidelity Investments   December 2012 - May 2013
Zions Bank  July 2011 - May 2012

Skills
Mutual Funds, Series 7, Series 63, Retirement, Wealth Management, Investments, Financial Services, Equities, Financial Analysis, Banking, Insurance, Finance, FINRA, Life Insurance, Alternative Investments, Trading, Options, Derivatives, Financial Markets, IRAs, Relationship Management, Investment Strategies, Fixed Annuities, Securities

Education
Capella University   2014 — 2015
Master of Business Administration (MBA), Finance, General

Bradrick Booker Bradrick Booker Olney, Maryland Details
Bradrick Booker's Fidelity Investments Experience May 2013 - August 2013
Job Actively Looking for a Software Delevelopment position
Industry Computer Software
Experience
Triumfant, Inc   May 2015 - August 2015
Gray Matter Group   June 2014 - March 2015
Fidelity Investments   May 2013 - August 2013
City of Durham  May 2011 - September 2011

Education
Capitol College   2011 — 2015
Computer Engineering

Capitol College
Computer Engineering

Manny Landrón CISSP, CISM, CISA, GPEN Manny Landrón CISSP, CISM, CISA, GPEN Raleigh-Durham, North Carolina Area Details
Manny Landrón CISSP, CISM, CISA, GPEN's Fidelity Investments Experience September 2015 - Present
Job Director | Technology Audit | Cybersecurity
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Citrix Systems  March 2012 - Present
USPS OIG  April 2009 - March 2012
USPS OIG  January 2007 - April 2009
US Army  August 2005 - January 2007
U.S. Army   November 1989 - September 1999

Skills
Information Security..., Information Security, Security, CISSP, Vulnerability Assessment, IT Audit, Computer Security, Disaster Recovery, Cloud Computing, CISA, Information Technology, Network Security, PCI DSS, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Windows Server, Business Continuity, Vulnerability Management, Integration, Compliance, Security Audits, Linux, Application Security, NIST, Cloud Security, HIPAA, Nmap, Auditing, Security Architecture..., Metasploit, Web Application Security, Windows Azure, Amazon Web Services..., Configuration Management, Endpoint Security, Nessus, Wireshark, Log Management, Tripwire Enterprise, Tripwire Log Center, Splunk, Sourcefire IDS, GFiLanguard, NeXpose, Bitdefender, CloudPassage Halo, Dome9, Microsoft Azure, SOC 2

Education
Virginia Tech   2010 — 2012
Masters, Information Technology, 3.81/4.0

American University   2011 — 2011
Certificate, Key Executive Leadership Certificate Program

Villanova University   2009 — 2009
Certificate, Six Sigma Greenbelt - Information Technology

Campbell University   1997 — 2001
B.B.A., Business Administration - Accounting, 3.83/4.0

Recent Training

Jacob Rea Jacob Rea Pinehurst, North Carolina Details
Jacob Rea's Fidelity Investments Experience February 2015 - Present
Job Technical Risk Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   February 2015 - Present
Fidelity Investments   January 2014 - February 2015
Fidelity Investments   May 2013 - August 2013
First Choice Community Health Centers  May 2012 - August 2012

Skills
Information Security, Information Assurance, Information Security..., Reporting & Analysis, Network Security, Database Security, Access Control, Identity Management, Server Administration, Cloud Security, Web Analytics, Data Visualization, Application Security, Application Lifecycle..., IT Compliance, Disaster Recovery, Business Continuity, Virtualization

Education
Campbell University   2010 — 2013
Bachelor of Science (BS), Information Technology & Security

Jaime O'Bannon Jaime O'Bannon Colorado Springs, Colorado Area Details
Jaime O'Bannon's Fidelity Investments Experience May 2013 - September 2013
Job Adult Learning Mentor
Industry Nonprofit Organization Management
Experience
US Army  October 2009 - Present
Farmsteads of New England  November 2013 - July 2015
Farmsteads Of New England Inc   November 2013 - July 2015
Experian QAS US  March 2013 - November 2013
Fidelity Investments   May 2013 - September 2013
RadioVision  2012 - 2012

Skills
Army, Military, Military Logistics, Military Operations, Operational Planning, Military Experience, Security Clearance, DoD, Government, Defense, Logistics Management, Teamwork, Leadership

Education
Southern New Hampshire University   2013 — 2015
Master of Business Administration (MBA)

Cameron University   2008 — 2012
Bachelor of Arts (B.A.), Public Relations/Organizational Communication

Jordan Cirino Jordan Cirino Malden, Massachusetts Details
Jordan Cirino's Fidelity Investments Experience August 2014 - August 2014
Job Repair Analyst / Technical Support Representative at SimpliSafe
Industry Information Technology and Services
Experience
SimpliSafe  September 2014 - Present
Fidelity Investments   August 2014 - August 2014
Fidelity Investments   January 2014 - August 2014
Fidelity Investments   January 2014 - August 2014
Cambridge College  September 2013 - August 2014
Clarke‘s Bar and Grill   December 2012 - August 2013
Vapiano  March 2012 - December 2012
DCR of Mass. (Chelsea Pool 1yr, Boys & Girls Club 2yrs)   June 2008 - August 2011

Skills
Windows 7, Troubleshooting, Computer Hardware, Software Installation, Customer Service, Desktop Computers, Computer Repair, Microsoft Office, PowerPoint, Help Desk Support, Highly motivated..., Computer Maintenance, Office 2010, Laptops, Microsoft Word, Social Networking, Logistics, Hardware, Music Production, Outlook, Philanthropy, Lifeguarding, Swimming, Creative Writing, Lyricist, Determined to Succeed, Computer Building, Customer Satisfaction, LAN-WAN, Toner Cartridges, HP Service Manager, SCCM, Asset Management, Microsoft Excel, Teamwork, Time Management, Public Speaking, Windows, Technical Support, Information Technology, Windows XP, Data Entry, Research, Social Media, Operating Systems, Printers, Networking, Leadership, Management

Education
Cambridge College   2013 — 2014
Year Up Inc: Information Technology (Graduate)

Chun Kong Chun Kong Greater New York City Area Details
Chun Kong's Fidelity Investments Experience August 2008 - December 2008
Job Detail oriented infrastructure engineer passionate about new technologies within socially interactive context
Industry Information Technology and Services
Experience
UNDP  November 2014 - Present
Conde Nast  February 2014 - June 2014
Alphaserve Technologies  October 2012 - November 2013
InfoHedge Technologies LLC  January 2012 - September 2012
Corbin Capital Partners  July 2011 - December 2011
Soundshore Technology Group   September 2010 - December 2011
Department of Human Services  February 2009 - September 2010
Solomons International   February 2009 - September 2010
Fidelity Investments   August 2008 - December 2008
The Hartford  April 2008 - June 2008

Skills
Active Directory, Operating Systems, Windows 7, VPN, Mac OS X, Windows 8, CCNA, Blackberry Enterprise..., Exchange ActiveSync, iPhone Support, Android, RSA Tokens, Citrix XenApp, ipsec vpn, ssl vpn, VDI, Windows Server..., MXLogic, Blackberry, Powershell, Exchange 365 Online, Exchange 2007/2010, Technical Communication, WDS, Microsoft Exchange, Windows Server

Education
New Jersey Institute of Technology   1997 — 2004
Bachelor of Arts, Professional and Technical Communications

Rutgers, The State University of New Jersey-Newark   1999 — 2001

Camden County College

Camden County College

Camden County College

Camden County College

Jonatthan Velez Jonatthan Velez Greater Boston Area Details
Jonatthan Velez's Fidelity Investments Experience January 2014 - Present
Job Desktop Support at Fidelity Enterprise Infrastructure
Industry Information Technology and Services
Experience
Fidelity Investments   January 2014 - Present
Showcase Cinemas  August 2013 - January 2014

Skills
Money, Math, PowerPoint, Microsoft Word, Customer Service, Customer Satisfaction, Outlook, Creative Writing, Imagination, Caring, Advice

Education
Cambridge College   2013 — 2014

Lizzie Kyle Lizzie Kyle Dallas/Fort Worth Area Details
Lizzie Kyle's Fidelity Investments Experience August 2015 - Present
Job Quality Relationship Director at Fidelity Investments
Industry Banking
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   April 2012 - Present
JPMorgan Chase  July 2008 - June 2012
JPMorgan Chase  July 2007 - July 2008
JPMorgan Chase  March 2004 - July 2007
JPMorgan Chase  March 2002 - March 2004
JPMorgan Chase  July 2000 - March 2002

Skills
Business Analysis, Business Development, Business Process..., Business Requirements, Requirements Analysis, Requirements Gathering, SDLC, Technical Support, User Acceptance Testing, Vendor Management, Agile Methodologies

Education
Canterbury Christ Church University   1997 — 2000
Science and Sport Science, Health/Medical Physics

Percy Monroe, CEP Percy Monroe, CEP Boston, Massachusetts Details
Percy Monroe, CEP's Fidelity Investments Experience January 2013 - June 2014
Job Internal Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement  September 2015 - Present
Financial Engines  July 2014 - September 2015
Fidelity Investments   January 2013 - June 2014
Fidelity Investments   March 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.)   March 2009 - May 2010
Fidelity Investments   April 2007 - March 2009

Education
Fitchburg State University

Cape Cod Community College

Hope Jamison Hope Jamison Wrentham, Massachusetts Details
Hope Jamison's Fidelity Investments Experience 2006 - 2011
Job Lead Business Systems Analyst
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts  September 2013 - Present
LeapFrog Systems  May 2006 - January 2012
Fidelity Investments   2006 - 2011
John Hancock Life Insurance Company (U.S.A.)   June 1997 - December 2005

Skills
Business Analysis, Systems Analysis, Data Analysis, SQL, MS Office Suite, Requirements Analysis, Requirements Management, System Design, User Interface Design, System Testing, XML, Microsoft Visio, Business Objects, Visio, Quality Assurance, Microsoft Office, Software Documentation, Requirements Gathering, Analysis

Education
The Chubb Institute   1996 — 1997
Diploma, Computer Programming

Cape Cod Community College

Wilson Aleman Wilson Aleman Quincy, Massachusetts Details
Wilson Aleman's Fidelity Investments Experience May 2015 - Present
Job Information Technology
Industry Information Technology and Services
Experience
Fidelity Investments   May 2015 - Present
BJ's Wholesale Club  November 2013 - June 2015
Fidelity Investments   July 2014 - January 2015

Education
Cambridge College   2014 — 2015

Anna Head-Kogut Anna Head-Kogut Greater Boston Area Details
Anna Head-Kogut's Fidelity Investments Experience May 2011 - Present
Job Sr. Information Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2011 - Present
Fidelity Investments - Veritude  February 2007 - Present
Putnam Investments  January 1996 - March 2004

Skills
Interviews, Lotus Notes, PowerPoint, Microsoft Excel, Workshop Facilitation, Layout, Online Help, SharePoint, Requirements Gathering, Information Architecture, Business Analysis, Financial Services, Internal Audit, Technical Documentation, Adobe Acrobat, User Experience, Agile Methodologies, Web Content Management, User Acceptance Testing, Content Development, Microsoft Office, Strategic Planning

Education
Cape Cod Community College
Liberal Arts

Russell Newton Russell Newton Nashua, New Hampshire Details
Russell Newton's Fidelity Investments Experience December 2014 - Present
Job Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   February 2014 - December 2014
USA Rugby  August 2013 - November 2013
East Lyme Parks and Recreation   April 2010 - August 2013
East Lyme Aquatics and FItness Center   December 2012 - July 2013
Connecticut College  August 2012 - December 2012
St. Lawrence University  August 2008 - May 2012

Skills
Sports Management, Research, Program Management, Community Outreach, Customer Service, Data Analysis, Qualitative Research, Sports Coaching, Sport Management, Training, Data Entry, Retirement Savings, Series 7, Series 63

Education
Canisius College   2012 — 2013
Master's degree, Sport Administration, 3.96/4.00

St. Lawrence University   2008 — 2012
Bachelor of Arts (BA), Anthropology, 3.636/4.000

Gary Ashness Jr. Gary Ashness Jr. Providence, Rhode Island Area Details
Gary Ashness Jr.'s Fidelity Investments Experience July 2007 - March 2008
Job Senior Supply Plan Analyst at DePuy Synthes
Industry Logistics and Supply Chain
Experience
DePuy Orthopaedics  April 2012 - Present
Decor Craft Inc  August 2011 - May 2012
Bankers Business Management Services   January 2011 - December 2011
Next Generation Vending & Food Services, Inc   March 2008 - November 2009
Fidelity Investments   July 2007 - March 2008
Billy's Tree Service   March 2003 - July 2007

Skills
Logistics, Inventory Management, Logistics Management, Leadership, Management, Purchasing, Sales, Training, Time Management, Supply Chain, Process Improvement, Operations Management, Customer Satisfaction, MRP, Cross-functional Team..., Customer Service, Supply Chain Management, Microsoft Excel, Six Sigma, Lean Manufacturing, Continuous Improvement, Team Building, Warehousing, Product Development

Education
Capella University   2011 — 2014
MBA, Supply Chain Management

University of Rhode Island   2000 — 2010
BS, Supply Chain Management

Bishop Hendricken

Michael Brisbon Michael Brisbon Melrose, Massachusetts Details
Michael Brisbon's Fidelity Investments Experience January 2013 - July 2013
Job Student at Cambridge College
Industry Information Technology and Services
Experience
Fidelity Investments   January 2013 - July 2013
Physical Layers   February 2012 - August 2012

Skills
SharePoint, Microsoft Office, HP Service Manager, Sametime, Computer Maintenance, Telecommunications, computer networking, Computer Hardware, Networking

Education
Cambridge College   2012 — 2016

Year Up Boston   2012 — 2013

Mario Alfaro Mario Alfaro Boston, Massachusetts Details
Mario Alfaro's Fidelity Investments Experience August 2013 - Present
Job Communications Representative at Dunkin' Brands
Industry Information Technology and Services
Experience
Dunkin' Brands  February 2014 - Present
Fidelity Investments   August 2013 - Present
Wing Wang Trading Company   July 2012 - January 2013
Five Star Moving & Storage   March 2011 - September 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Team Leadership, Management, Troubleshooting, Inventory Management, Sales, Contract Management, Customer Satisfaction

Education
Cambridge College   2013 — 2014
Associate's degree, Business Administration and Management, General

Boston Community Leadership Academy   2006 — 2010
High School Degree

Lisa Shahbazi Lisa Shahbazi Marlborough, Massachusetts Details
Lisa Shahbazi's Fidelity Investments Experience July 2012 - January 2014
Job Sr. Technology Risk Analyst at TJX
Industry Retail
Experience
TJX  January 2014 - Present
Fidelity Investments   July 2012 - January 2014
Fidelity Investments   October 2000 - July 2012
Fidelity Investments   2000 - 2008
Fidelity Investments   March 2004 - January 2006
Fidelity Investments   October 2000 - April 2004

Skills
Information Security, Information Security..., Risk Management, Security, Business Continuity, Vendor Management, Risk Assessment, Business Analysis, Disaster Recovery, Access, Program Management, Information Technology, Project Management, Financial Services, Requirements Analysis, Visio, ISO 27001, Analysis, Governance, Software Documentation, Troubleshooting

Education
Capella University   2009 — 2013
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance

Fisher College   1996 — 1998
Associates, Business Administration

Marlborough High Schol   1991 — 1995
Diploma, General

Carol Cameron (formerly Leavitt), MBA, PhD Carol Cameron (formerly Leavitt), MBA, PhD Boston, Massachusetts Details
Carol Cameron (formerly Leavitt), MBA, PhD's Fidelity Investments Experience August 1994 - July 1999
Job Global Leadership & Organizational Development Executive
Industry Professional Training & Coaching
Experience
Harvard University  October 2012 - Present
Leadership @ Work   May 1993 - Present
Seagate Technology  March 2005 - April 2006
Fidelity Investments   August 1994 - July 1999
American Medical Association  September 1988 - April 1993
KTVX - ABC Television (Salt Lake City)   December 1983 - August 1988

Skills
Organizational..., Leadership Development, Succession Planning, Talent Management, Executive Coaching, Employee Engagement, Organizational..., Change Management, Performance Management, Onboarding, Coaching, Organizational Design, Talent Acquisition, Workforce Planning, Employee Relations, Team Building, Process Improvement, Program Management, Training, Management, Leadership, Business Intelligence, Recruiting, Strategy, Workshop Facilitation, Employee Training, Public Speaking, Strategic Planning, Career Development, Resume Writing, Instructional Design, Fundraising, Staff Development, Business Strategy, Consulting, Human Resources, Executive Management, Career Counseling, Conflict Resolution, Management Consulting, Personnel Management, Performance Improvement, MBTI, Emotional Intelligence

Education
Capella University   2010 — 2014
Doctor of Philosophy (PhD), Organization and Management, emphasis in Leadership, Graduated with honors (4.0 GPA of 4.0)

Westminster College   1997 — 2001
MBA, Organization Development

Thomas J. Furey III Thomas J. Furey III Greater Boston Area Details
Thomas J. Furey III's Fidelity Investments Experience April 1994 - April 1999
Job Consultant / Management Brokerage Trading, Ops, Risk & Compliance SDVOSB PMP, Agile & Six Sigma Series 7, 63, 24
Industry Financial Services
Experience
iTradeRouteGlobal   October 2011 - Present
I Trade Route Global   September 2008 - October 2011
Fidelity Investments / Veritude   November 2005 - June 2008
HSBC Brokerage USA   April 2001 - January 2005
WitSoundView Europe and Enba First-e Bank   June 1999 - December 2000
Fidelity Investments   April 1994 - April 1999
Industrial Bank of Japan  September 1992 - April 1994
Bankers Trust Company  July 1987 - September 1992
USMC  January 1977 - September 1980

Skills
FINRA Series 7, FINRA Series 63, FINRA Series 24, Financial Services, Equities, Fixed Income, Mutual Funds, Global Operations, Hedge Funds, Quantitative Analytics, Series 63, Series 7, Pricing, Operations Management, RFP, Securities, Risk Management, Capital Markets, Trading

Education
Norwich University   2013 — 2015
Master of Business Administration (M.B.A.), MBA Program

Trinity College-Hartford   1984 — 1987
BA, History

Cape Cod Community College   1980 — 1983
AA, Liberal Arts

Nutley High School
HS Diploma

Younes Chioukh Younes Chioukh Boston, Massachusetts Details
Younes Chioukh's Fidelity Investments Experience August 2011 - April 2014
Job Audio Video Support Analyst at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management  April 2014 - Present
Fidelity Investments   August 2011 - April 2014
Au Bon Pain  July 2010 - October 2011
Odiencia Call Center   July 2009 - December 2009
National Board of Fisheries   May 2009 - July 2009

Skills
Networking, Computer Hardware, Video Conferencing, Microsoft Excel, Software Installation, Microsoft Office, Windows Server, Linux, Hardware Installation, Cisco Technologies, Cisco Telepresence, Video Codec, Inventory Control, Digital Signage, French, Arabic, Active Directory..., Cisco Certified, Audio Conferencing, Desktop Administration, Inventory Management, Crestron, Testing, Usability Testing, End User Training, Software Deployment, Perl, Perl Script, Tandberg, Technical Training

Education
University of Massachusetts Boston   2012 — 2014
Bachelor of Science (BS), Information Technology

Cambridge College   2011 — 2012
IT certificate, Information Technology

Year Up, Inc   2010 — 2011
Technical Certificate; B.S, Information Technology; Business Management

Higher Technician College Mohammedia   2004 — 2007
Associate's degree, Networks and Telecommunication

Lester Look Lester Look United States Details
Lester Look's Fidelity Investments Experience December 2004 - Present
Job SRIV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2004 - Present

Skills
Business Continuity, Leadership, Process Improvement, Program Management, Project Management, Requirements Analysis, Risk Management

Education
Capella University   2007 — 2011
Master of Science (M.S.), Information Technology

University of Southern Maine   1997 — 2001
Bachelor of Arts (BA), Criminology

Douglas Beaudoin Douglas Beaudoin Manchester, New Hampshire Details
Douglas Beaudoin's Fidelity Investments Experience January 2014 - Present
Job Financial Associate I Tax Exempt
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Best Buy  August 2011 - December 2013

Skills
Sales, Customer Service, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Communication, Team Leadership, Windows, Research, Public Speaking, Social Media, English, Teaching, Retirement Benefits, Presentations, Proactive Contribution..., Workplace Investing

Education
Southern New Hampshire University   2014 — 2016
Bachelor's Degree, Business Finance

Manchester Community College   2011 — 2014
Associate of Science (AS), Management, 3.93

Cape Fear Community College   2010 — 2011
Undeclared, General Studies

Alan Pollock Alan Pollock Raleigh-Durham, North Carolina Area Details
Alan Pollock's Fidelity Investments Experience January 2007 - February 2009
Job Scoring System Manager, NHL
Industry Hospital & Health Care
Experience
Delphi of TeamHealth  November 2013 - Present
National Hockey League  September 1997 - Present
TherAccess, PLLC   March 2012 - March 2013
Vastaccess, Inc.   March 2012 - March 2013
Fidelity Investments   January 2007 - February 2009
Self Employed  September 2003 - June 2007
General Parts, Inc. (CARQUEST)   February 1998 - August 2003

Skills
Customer Relations, Coaching, Public Speaking, Team Building, Problem Solving, Healthcare Education, Human Resources, Qualified Retirement..., Retirement Plan..., Employee Benefits, Employee Training, Training, Presentations, Leadership, Team Leadership, Pensions, Health Education, Hockey, Customer Service, Management, Performance Management, Employee Relations, Vendor Management, Employee Engagement, Talent Management, Onboarding, Succession Planning, HRIS, Executive Coaching, Benefits Administration, Workshop Facilitation

Education
Capella University   2006 — 2009
MS, Organization & Management - Leadership

University of Tampa
BS, Business/Economics/Finance

William Paterson University of New Jersey
Business

Patrick Kelley Patrick Kelley Greater New York City Area Details
Patrick Kelley's Fidelity Investments Experience May 2002 - August 2002
Job First Vice President, Commercial Lending Team Leader at Naugatuck Valley Savings and Loan
Industry Banking
Experience
Naugatuck Valley Savings and Loan  January 2014 - Present
Naugatuck Valley Savings and Loan  April 2013 - December 2013
Newtown Savings Bank  June 2006 - March 2013
Newtown Savings Bank  May 2003 - June 2006
Fidelity Investments   May 2002 - August 2002
Alejandro Montes, CPA   June 2001 - August 2001

Skills
Commercial Lending, Formal Credit Training, Loans, Banking, Commercial Mortgages, New Business Development, Commercial Real Estate, Commercial Banking, Credit Analysis, Underwriting, Credit, Small Business, Training, Strategic Financial..., Consumer Lending, Real Estate, Small Business Lending, Financial Analysis, Finance, Portfolio Management, Lines Of Credit, Loan Origination, Retail Banking, Residential Mortgages, Loan Sales, Credit Risk, SBA, Cross Selling, Cash Management

Education
Stonier National Graduate School of Banking-University of Pennsylvania   2008 — 2010
Diploma with Honors, Banking

Canisius College   1999 — 2003
Bachelor of Science (BS), Finance and Spanish

Universidad Michoacana de San Nicolás de Hidalgo   2001 — 2001
Spanish

Brian Downing Brian Downing Epping, New Hampshire Details
Brian Downing's Fidelity Investments Experience August 2005 - April 2011
Job Environmental Health and Safety Specialist at GOSS International Americas, Inc
Industry Mechanical or Industrial Engineering
Experience
Goss International Americas  June 2013 - Present
Albany Engineered Composites  June 2010 - January 2013
Fidelity Investments   August 2005 - April 2011
Army National Guard  2003 - 2005

Skills
Emergency Management, Hazard Recognition, EHS, Emergency Action Planing, Hazardous waste..., Environmental Compliance, OSHA Compliance, Training, Safety Auditing, NIMS, Interagency Coordination, Program Management, Arc Flash, RCRA, Tier II Reporting, Hearing Conservation, Equipment Qualification, Confined Space, Working at Height, Incident Management, Environmental Awareness, Root Cause Analysis, Quality Management, Software Documentation, Troubleshooting, Lean Manufacturing, Process Improvement, Six Sigma, Manufacturing, Process Engineering, Risk Management, OSHA

Education
Columbia Southern University   2013 — 2015
B.S. Occupational Health and Safety, Occupational Health and Safety

Capella University   2010 — 2011
Public Safety, Emergency Management

Stella Cellucci Stella Cellucci Toronto, Canada Area Details
Stella Cellucci's Fidelity Investments Experience 1993 - 1996
Job Mortgage Agent at The Mortgage Centre iDirect
Industry Banking
Experience
The Mortgage Centre, iDirect   March 2014 - Present
Investor's Group  January 2013 - November 2013
The Mortgage Centre - Mortgage Loans Canada   February 2011 - October 2011
RBC Royal Bank  February 2009 - February 2011
The Equitable Trust Company  January 2008 - February 2009
GE Money  May 2005 - January 2008
Fidelity Investments   1993 - 1996
Royal Trust  1989 - 1993

Skills
Debt Consolidation, Refinance, Mortgage Lending, Loans, Banking, Credit, Certified Mortgage..., Residential Mortgages, Finance, Leadership, Mortgage Underwriting, Construction Loans, Home Equity Lines of..., Mortgage Banking, Commercial Mortgages, Lines Of Credit, Reverse Mortgages, Loan Origination, Mortgage Marketing, Credit Analysis, Rates, Real Estate Financing, Consumer Lending, Mortgage Servicing, Second Mortgages, Commercial Lending, Home Equity Loans, First Time Home Buyers, Interest Rates

Education
Canisius College   2012 — 2012
Masters in Science of Education, Education

University of Toronto   1982 — 1986
BA (Hons), French Language and Literature; Italian

Robert VonDohlen Robert VonDohlen Greater Boston Area Details
Robert VonDohlen's Fidelity Investments Experience January 1998 - January 2001
Job VP IT Strategy &Vendor Management at Citizensbank
Industry Retail
Experience
Citizensbank  December 2014 - Present
The TJX Companies, Inc  September 2011 - Present
Gurnet Consulting  February 2011 - November 2012
Teradyne Inc  January 2001 - February 2011
Fidelity Investments   January 1998 - January 2001
Fidelity Investments   October 1993 - January 2001
Fidelity's Northeast sites   January 1996 - January 1998
Fidelity Telecom   January 1993 - January 1996
Clearpoint Research Corp   January 1988 - January 1993
Encore Computer Corp  January 1983 - January 1988

Skills
Strategic Sourcing, Procurement, Sourcing, Leadership, Team Leadership, Telecommunications, Vendor Management, E-procurement, Offshoring, Process Improvement, Spend Analysis, Supply Chain, RFP, Business Analysis, Professional Services, Materials Management, IT Strategy, Oracle, Outsourcing, Strategy, Mergers & Acquisitions, Global Sourcing, Project Planning, Operations Management, Contract Management, Purchasing, Contract Negotiation, Cross-functional Team..., Negotiation, Supply Management, PMO, Pricing, Business Process..., Supply Chain Management, ERP, Program Management, Six Sigma, Change Management, Business Process

Education
Cambridge College
Master, Business Management (MED)

Cambridge College
Bachelor Degree, Business Management

Lashawn Rosa Lashawn Rosa Boston, Massachusetts Details
Lashawn Rosa's Fidelity Investments Experience January 2015 - July 2015
Job Helpdesk Technician Intern at Fidelity Investments
Industry
Experience
Fidelity Investments   January 2015 - July 2015
MarketSource Inc.  May 2014 - September 2014

Skills
Customer Service, Retail Sales, Computer Hardware, Computer Networking, Technical Product Sales, Video Production, Photoshop, Sony Vegas Video, Windows 7, Linux, Active Directory, PC building, Ticketing Systems, Desktop Deployment

Education
Cambridge College   2014 — 2015
Business Management

Year Up Boston   2014 — 2015
Information Technology

Southern New Hampshire University

Thomas Phoenix Thomas Phoenix Greater Boston Area Details
Thomas Phoenix's Fidelity Investments Experience August 2011 - February 2014
Job Information systems specialist at Partners health care
Industry Computer & Network Security
Experience
Partners HealthCare  February 2014 - Present
Fidelity Investments   August 2011 - February 2014
New England Scaffolding   June 2008 - March 2010
Flowers & Things   January 2006 - February 2010
FedEx  December 2009 - January 2010

Skills
Digital Imaging, Terminal Services, Troubleshooting, Windows 7, XP, Computer Hardware, Access, Active Directory, Desktop Computers, Laptops, Outlook, Software, Training, Technical Support, Windows, Windows XP

Education
Cambridge College
Bachelor of Science, Management

Year

Pebbles McClain Pebbles McClain Raleigh-Durham, North Carolina Area Details
Pebbles McClain's Fidelity Investments Experience October 2006 - March 2007
Job CX Specialist at FULL Creative
Industry Nonprofit Organization Management
Experience
FULL Creative  June 2014 - Present
The P.H.A.T. Kids Mentoring Program   November 2009 - Present
Convergys  February 2013 - January 2014
iContact  December 2008 - March 2010
Cisco Systems  July 2007 - December 2008
Fidelity Investments   October 2006 - March 2007
ACS Inc.  December 2005 - September 2006
BCBSNC  July 2004 - October 2005
Time Warner Cable  May 2003 - July 2004
ZC Sterling  January 2002 - May 2002

Skills
Bi-Lingual, Multilingual, Salesforce.com, Interviews, Software Documentation, Call Center, Technical Support, Customer Satisfaction, Email Marketing, Data Entry, Networking, Microsoft Word, Outlook, Databases, Invoicing, Vendor Management, Call Centers, Customer Retention, Coaching, Lotus Notes, Microsoft Excel, Payroll, SaaS, Sales, Social Networking, Access, Customer Service, Microsoft Office, Troubleshooting, Time Management, System Administration, Process Improvement, Quality Assurance, Customer Experience, CRM, Strategy, E-commerce, Team Leadership, Strategic Partnerships, Analysis, Management, Small Business, Team Building, Training, Online Marketing, Start-ups

Education
Capella University   2013 — 2016
Doctor of Philosophy (PhD), Business Administration Specializing in Leadership

University of Phoenix   2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.1

5/2003 Saint Augustine's College   1998 — 2003
Bachelor's, Organizational Managment, French, and Journalism

Fuquay Varina High School   1990 — 1994
High School Diploma, General Education

bethany wing bethany wing Barnstable/Yarmouth, Massachusetts Area Details
bethany wing's Fidelity Investments Experience September 1995 - September 1996
Job Freelance Artists at Bethany Wing
Industry Cosmetics
Experience
Tick Tock non profit   May 2015 - Present
SB Workshops   September 2011 - Present
TONI&GUY  January 2007 - Present
Salon BeLor Inc   September 2004 - Present
Bethany Wing   September 1998 - Present
WorldCare   1999 - 2003
BankBoston  1998 - 1999
Attitash  October 1997 - July 1998
Chase Manhattan Corporation  September 1996 - 1997
Fidelity Investments   September 1995 - September 1996

Skills
Small Business..., Cosmetics, Beauty Industry, Fashion, Photo Shoots, Hair Cutting, Fashion Shows, Beauty, Runway, Salons, Makeup Artistry, Skin Care, Small Business, Styling, Weddings, Spa, Customer Service, Social Media

Education
LIBS   1998 — 1999
Cosmetology

Cape Cod Community College   1993 — 1994
Visual Arts

Redken Exchange NY
Certified, Cosmetology

Tony and Guy Advanced Acedemy NY
Cosmetology

Elissa Levin Davis Elissa Levin Davis Greater Boston Area Details
Elissa Levin Davis's Fidelity Investments Experience December 2013 - February 2014
Job Communications Specialist at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  February 2014 - Present
Fidelity Investments   December 2013 - February 2014
elevindavis design   June 2013 - February 2014
Eaton Vance  2011 - 2013
State Street Global Advisors  August 2005 - March 2011
Custom Media Group   January 2005 - March 2011
SSGA  2005 - March 2011
elevingraphics   January 1999 - August 2005
Winokur Associates   June 2002 - October 2004
O'Connor Constructors   September 2001 - May 2002

Skills
Brochures, Logo Design, Graphic Design, InDesign, Web Design, Marketing Communications, Advertising, Illustrator, Adobe Acrobat, Creative Direction, Marketing, Newsletters, Email Marketing, PowerPoint, Adobe Creative Suite, User Experience, Information Graphics, Photoshop, Creative Writing, Creative Strategy, Motion Graphics, HTML, Dreamweaver, Corporate Branding, Graphics, Direct Mail, Brand Development, Corporate Identity, Microsoft Office, Customer Service, Layout, QuarkXPress, Corporate Communications, Social Media, Mac, Collateral, Publications, Catalogs, Typography, Flyers, Business Cards, Image Manipulation, Illustration, Marketing Strategy, WordPress, Content Management, Social Media Marketing

Education
Cape Cod Community College   2013 — 2013
WordPress Certificate Program, Web design using WordPress

Computer Career Institute at Clark University   1999 — 2000
Computer Graphics and Web Design, Web design

Castleton State College   1990 — 1994
Bachelor's of Science, Communications

Castleton University   1990 — 1994
BSCOMMS, Communications, Film Studies

Plymouth North High School

Chris Carter PMP Chris Carter PMP Holly Springs, North Carolina Details
Chris Carter PMP's Fidelity Investments Experience April 2014 - Present
Job IT Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   April 2014 - Present
Ceridian  March 2010 - Present
Ceridian  2012 - 2014
Ceridian  August 2006 - February 2010
Ceridian  July 2005 - July 2006
Ceridian  June 2004 - August 2005
Mattson Technology  1999 - 2003
Mattson Technology  1998 - 1999
Mattson Technology  1997 - 1998

Skills
Project Management, Change Management, PMP, Outsourcing, Management, Leadership, Six Sigma, Performance Management, Agile Methodologies, Vendor Management, Training, Troubleshooting, Process Improvement, Human Resources, Forecasting, Team Building, Release Management, Microsoft SQL Server, Software Development, Employee Management, HRIS, Cross-functional Team..., SDLC, Technical Writing, Recruiting, SharePoint, Teamwork, SaaS, Manufacturing, ITIL v3 Foundations...

Education
Capella University   2012 — 2014
Bachelor's degree, Information Technology Project Management, 4.0

West Chester University   2001 — 2004
Bachelor, Science Liberal Studies Professional

Joel Leeper Joel Leeper Raleigh-Durham, North Carolina Area Details
Joel Leeper's Fidelity Investments Experience 2007 - November 2008
Job Engineering Program Manager at Rackwise, Inc.
Industry Information Technology and Services
Experience
Rackwise, Inc.   August 2012 - Present
CIBER  January 2010 - August 2012
DeliveryFocus, LLC   September 2009 - December 2009
Fidelity Investments   2007 - November 2008
DeliveryFocus, LLC   2003 - 2007
Decision Consultants / Ciber   October 1999 - March 2003
Keane  April 1998 - October 1999
Rhone-Poulenc  1984 - 1997

Skills
Agile Methodologies, Continuous Integration, Business Analysis, Enterprise Architecture, Global Client Management, PMO, Program Management, Integration, Product Management, Business Intelligence, Consulting, Pre-sales, Project Management, Management, SaaS, Business Process..., Enterprise Software, IT Strategy, Leadership, Outsourcing, Cross-functional Team..., Management Consulting, Business Development, Software Development, Governance, PMP, Project Delivery, SDLC, Project Portfolio..., Vendor Management, Software Project..., Requirements Analysis, CRM, Professional Services, Requirements Gathering, Solution Architecture, Cloud Computing, Agile Project Management

Education
Campbell University   1993 — 1995
MBA, Marketing

Virginia Polytechnic Institute and State University - Pamplin College of Business   1976 — 1980
BS Business Administration, Marketing Management

Shayla L. Jordan-Bynoe Shayla L. Jordan-Bynoe Greater Boston Area Details
Shayla L. Jordan-Bynoe's Fidelity Investments Experience January 2013 - June 2013
Job SwəetGreen Teammate| Entrylevel MNGT
Industry Restaurants
Experience
sweetgreen  September 2015 - Present
sweetgreen  May 2015 - Present
Mother of Two   February 2014 - Present
SJB Gifts (Custom made Gift Baskets)   March 2013 - Present
BMC HealthNet Plan/Well Sense Health Plan  December 2013 - February 2014
Tufts Health Plan  September 2013 - December 2013
Fidelity Investments   January 2013 - June 2013
Historic Tours of America  April 2011 - August 2012
Sephora Beauty Authority   October 2010 - April 2011
Sunglass Hut  March 2010 - April 2011

Skills
Event Planning, Customer Service, Management, Social Media, Event Management, Sales, Strategic Planning, Microsoft Excel, Project Management, Leadership, Public Speaking, Budgets, PowerPoint, Training, Teamwork, Time Management, Social Networking, Communication, Research, Facebook

Education
Cambridge College   2012 — 2013
Year Up Program, Information Technology

Newton South High School   2002 — 2006
Diploma, All requirements fulfilled to Graduate

Kathryn Wentzel, M.Ed. Kathryn Wentzel, M.Ed. Greater Boston Area Details
Kathryn Wentzel, M.Ed.'s Fidelity Investments Experience 1984 - 1994
Job Supervisor Apheresis Recruitment at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross  October 2014 - Present
American Red Cross  September 2008 - October 2014
American Red Cross  October 2007 - September 2008
Independent Contractor  2000 - 2007
State Street  1995 - 2000
Fidelity Investments   1984 - 1994
Fidelity Investments   1984 - 1994

Skills
Training, Nonprofits, Program Development, Event Planning, Instructional Design, Project Management, Team Building, Management, Workshop Facilitation, PowerPoint, Public Speaking, Customer Service, Office Management, Outlook, Financial Services, Administration, Data Analysis, Curriculum Development, Staff Development, Software Documentation, Microsoft Word, GMP, Mutual Funds, ADDIE, Recruiting, Administrative..., Focus Groups, Transfer Agency, Internet Explorer, Non-profits, TQM, Employee Recognition, ADP E-Time, Reference Manuals, FDA, Instructional Manuals, End-user manuals, Customer Service..., Technical Trainers, Train the Trainer..., Adult Learning..., Adult Learning Theory, Classroom Delivery, New Hire Programs, Training Analysis, InfoPak, Data Warehousing, Educational Psychology, Educational Assessment, Social Psychology

Education
Cambridge College
Master’s Degree, M.Ed., Educational Psychology

Johnson & Wales University
Bachelor’s Degree, B.S., Business Management

Blake Williams Blake Williams Raleigh-Durham, North Carolina Area Details
Blake Williams's Fidelity Investments Experience June 2015 - Present
Job Technical Staffing Consultant at Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments   June 2015 - Present
BCBSNC  October 2014 - June 2015
BCBSNC  June 2013 - October 2014
DISYS  December 2012 - June 2013
Tech2 Resources   January 2012 - December 2012
Insight Global  May 2010 - December 2011
Aflac  May 2009 - April 2010

Skills
Microsoft Office, Microsoft programs, Windows 7, Windows Mobile, Career Services, Career Development, Contract Management, Salesforce.com, Recruiting, Microsoft Technologies, Career Counseling, Interviews, Action Oriented, Office Action Responses, Human Resources, Talent Acquisition, Management, Leadership, Employee Benefits, Temporary Placement, Employee Training, Hiring, Onboarding, Networking, Technical Recruiting, Consulting, Training, SDLC

Education
Campbell University   2004 — 2009
Degree: Business Administration Minor Economics, Field of Study: Business Administration and Management, 3.2

Sean Street, MCP Sean Street, MCP Las Vegas, Nevada Area Details
Sean Street, MCP's Fidelity Investments Experience January 2001 - November 2001
Job Senior Member of Technical Staff
Industry Computer Software
Experience
Kaseya  April 2014 - September 2015
Viad Corp  January 2011 - March 2014
Diamond Resorts  April 2010 - December 2010
AIS  July 2009 - December 2009
Station Casino  July 2009 - October 2009
Raytheon  July 2008 - February 2009
Boy Scouts of America  August 2007 - July 2008
Prudential Financial  August 2004 - August 2007
LexisNexis  December 2001 - June 2004
Fidelity Investments   January 2001 - November 2001

Skills
Sybase, ODBC, Rational XDE, Software, HTML 5, C#, ASP.NET MVC, VB.NET, Microsoft SQL Server, Visual Basic, jQuery, jQuery UI, Bootstrapping, JavaScript, SSRS, Web Services, Visual Studio, Database Design, Database Administration, ASP.NET, AJAX, DCOM, Requirements Gathering, Web Servers, TFS, VSS, Tortoise SVN, CSS3, XML, Razor, Entity Framework, IIS, SQL, LINQ, WPF, Software Development, PL/SQL, CSS, T-SQL, Databases, Agile Methodologies, Web Applications, Subversion, SOA, SDLC, Design Patterns, SOAP, XSLT, JSON, Web Development

Education
New Mexico State University   1996 — 1997
Bachelor's Degree, Computer Science

Cameron University   1995 — 1995
Continuing education, General Studies, 4.0

University of Maryland College Park   1993 — 1994
General Studies, 4.0

Rappahannock Community College   1988 — 1988
General Studies

Onkar Singh Onkar Singh Greater New York City Area Details
Onkar Singh's Fidelity Investments Experience April 2013 - December 2013
Job Information Security Officer at Citi
Industry Information Technology and Services
Experience
Citi  March 2014 - Present
Fidelity Investments   April 2013 - December 2013
Barclays  October 2012 - March 2013
Citi  January 2012 - September 2012
Johnson & Johnson  June 2010 - December 2011
Lightspeed Research  February 2008 - June 2010
Emdeon Business Services  November 2005 - January 2008
Medco Health  May 2005 - November 2005
Medco Health  February 2004 - May 2005
Daimler Chrysler  November 2001 - February 2004

Skills
Enterprise Architecture, SDLC, SOA, Software Development, IT Strategy, Java Enterprise Edition, Web Applications, Unix, Application Architecture, Cloud Computing, Architectures, SQL, Web Services, Architecture, SharePoint, Agile Methodologies, Performance Tuning, Data Warehousing, Disaster Recovery, Information Security, Database Design, Microsoft SQL Server, Data Modeling, Struts, Android, Systems Analysis, Distributed Systems, Software Design, J2EE, JMS, Application Design, Process Simulation, System Deployment, Emerging Technologies, Application Servers, Application Development, Process Development, Product Integration, System Design, Team Leadership, iOS, Semantic Web, Mobile Architecture, Security Architecture...

Education
Colorado Technical University   2007 — 2009
Doctorate, Computer Science

Capitol Technology University   2000 — 2001
MS, Computer Science - Honors

Sharron Cooper Sharron Cooper Raleigh-Durham, North Carolina Area Details
Sharron Cooper's Fidelity Investments Experience June 2015 - Present
Job Associate Technology Risk Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   January 2015 - Present
Fidelity Investments   May 2013 - December 2014

Skills
Java, HTML, PHP, MySQL, C#, Microsoft Office, Information Security, SharePoint, Android Development, Microsoft Excel, Microsoft Word, PowerPoint, Visual Studio

Education
North Carolina Central University   2015 — 2017
Master's Degree: Management Information System (MIS), Strategic Information Management, Information Technology, First Year Grad Student

Campbell University   2011 — 2014
Bachelor's Degree: Information Technology & Security

Brianna Nolan Brianna Nolan Midlothian, Virginia Details
Brianna Nolan's Fidelity Investments Experience August 2014 - February 2015
Job Qualified Plan Investment Coordinator at Actuarial Consulting Group
Industry Financial Services
Experience
Actuarial Consulting Group   February 2015 - Present
Fidelity Investments   August 2014 - February 2015
North Carolina Prisoner Legal Services  August 2013 - November 2013
Anderson Jones, PLLC  May 2013 - July 2013
Ellen Taylor Interiors   August 2009 - July 2012
Griffin Law Firm   February 2011 - May 2012

Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Legal Research, Legal Writing, Customer Service, Social Media

Education
Campbell University, Norman Adrian Wiggins School of Law   2012 — 2014

University of South Carolina-Columbia   2008 — 2012
Bachelor of Science (B.S.), Finance, General

Wilmer Rodriguez Wilmer Rodriguez Lynn, Massachusetts Details
Wilmer Rodriguez's Fidelity Investments Experience January 2013 - July 2013
Job Founding Executive Director of the No I Foundation
Industry Marketing and Advertising
Experience
No I Foundation   September 2014 - Present
ILGAMOS GLOBAL   August 2014 - Present
Wake Up Now  June 2014 - Present
Primerica  January 2014 - Present
Total Solution Deployment LLC   November 2013 - Present
Corporate IT Solutions  February 2014 - May 2014
IBM  January 2014 - March 2014
Fidelity Investments   January 2013 - July 2013

Skills
Hardware, Technical Support, Troubleshooting, Windows XP, Team Leadership, Microsoft Office, Desktop Computers, Windows 7, Printers, Laptops, Information Technology, Team Management, Networking, Windows, Help Desk Support, Software Installation, Computer Hardware, System Deployment, HP, System Administration, Computer Repair

Education
Cambridge College   2012 — 2013
Bachelor of Science (B.Sc.), Information Technology

Eric Voegeli Eric Voegeli Sandy, Utah Details
Eric Voegeli's Fidelity Investments Experience February 2006 - January 2009
Job Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  November 2011 - Present
USAA  January 2010 - July 2011
Fidelity Investments   February 2006 - January 2009
Fidelity Investments   April 2004 - February 2006
Fidelity Investments   June 1999 - April 2004
Fidelity Investments   August 1997 - June 1999

Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Investments, Financial Risk, Wealth Management, Financial Services, Series 7, Fixed Income, Portfolio Management, Asset Management, Financial Analysis, Trading, Mutual Funds, Management, CRM

Education
Armed Forces School of Music   1990 — 1990
Marine Corps Musician-Basic Course, Music

United States Marine Corps Supply School   1989 — 1989
Completed Basic Course, Logistics, Materials, and Supply Chain Management

University of Oklahoma   1987 — 1989
Incomplete, Business Administration and Management, General

Cameron University   1985 — 1987
Incomplete, General Studies

Daniel Craver Daniel Craver Raleigh, North Carolina Details
Daniel Craver's Fidelity Investments Experience June 2015 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   December 2014 - May 2015
Avesta Communities  May 2014 - October 2014
Campbell University  August 2009 - May 2014
BB&T  June 2013 - August 2013
US Trust  June 2012 - August 2012
High Point Bank  May 2011 - August 2011
High Point Parks and Recreation   May 2006 - July 2006

Skills
Microsoft Office, Excel, PowerPoint, Google Docs, Google Earth, Google Maps, eBay, Calculations, Web Services, Photoshop, Calendars, Online Research, Online Communications, YouTube, Skype, iTunes, Facebook, Blackberry, Android, HTC, Sports Nutrition, Athletic Training, Tennis, Golf, Soccer, Philosophy of Religion, Teamwork, Microsoft Excel, Sports Management, Public Speaking, Customer Service

Education
Campbell University   2009 — 2014
M.B.A, Trust & Wealth Management

Wesleyan Christian Academy   2006 — 2009

Stella Gola Stella Gola Dallas/Fort Worth Area Details
Stella Gola's Fidelity Investments Experience January 2012 - May 2013
Job Starla Center & Services, CEO
Industry Individual & Family Services
Experience
Starla Center   July 2013 - Present
Fidelity Investments   January 2012 - May 2013
The Arc of Bristol County  November 2010 - July 2011
Seven Hills Foundation  January 2006 - September 2010
Bridges Inc  January 2001 - December 2005

Education
University of Dayton
MASTER OF EDUCATION

Capella University
Doctor of Philosophy (PhD), Industrial and Organizational Psychology

Andrew Town Andrew Town Dallas/Fort Worth Area Details
Andrew Town's Fidelity Investments Experience December 2010 - November 2013
Job Collaborative, expert consulting to help advisors solve problems and achieve goals
Industry Financial Services
Experience
TD Ameritrade  November 2013 - Present
Fidelity Investments   December 2010 - November 2013
Virtual Solutions Consortium   2009 - November 2010
Tandem Business Specialists, LLC   September 2006 - November 2010
Bank of America  January 2000 - September 2006

Skills
Outsourcing, Consulting, Management Consulting, Process Improvement, Project Management, Management, Financial Services, Process Consulting, Strategic Planning, Organizational..., Operations Management, Technology Evaluation, Certified Project..., Business Management, Customer Relations

Education
The University of Texas at Dallas - School of Management   2009 — 2011
MBA, Global Leadership, 4.0

Capella University
MS, Industrial/Organizational Psychology, 3.85

Gonzaga University
B.A., Psychology and Philosophy

Art Lavender Art Lavender Jacksonville, Florida Area Details
Art Lavender's Fidelity Investments Experience September 2007 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   September 2007 - Present
Robert Half Technology  June 2003 - August 2007
Jacksonville Electric Authority  2002 - 2003
United Parcel Service  2000 - 2002
United States Army  January 1991 - June 1999

Skills
College Relations, Sourcing, Technical Recruiting, Talent Acquisition, Employee Relations, Coaching, Hiring, Manage Client..., Onboarding, Diversity & Inclusion, Resume Writing, Customer Service, Recruiting, Interviews, Military, Executive Search, Applicant Tracking..., Temporary Placement, CRM, Benefits Negotiation, Leadership, Screening, Training, Management

Education
Capella University   2011 — 2014
Bachelor's degree

Jeff DeRego Jeff DeRego Greater Boston Area Details
Jeff DeRego's Fidelity Investments Experience October 2008 - March 2009
Job Sales Manager for FiberNext, LLC.
Industry Telecommunications
Experience
FiberNext, LLC   January 2015 - Present
Goodman Networks  March 2013 - January 2015
Cellular Specialties, Inc.   June 2011 - March 2013
BAE Systems  June 2010 - September 2010
Fidelity Investments   October 2008 - March 2009
Telecommunications Research Associates  1999 - 2007
Telecommunications Research Associates  1999 - 2007
Telecommunications Research Associates  1999 - 2007

Skills
E-learning..., Project Management, Corporate Communications, Instructional Design, Development & delivery..., Knowledge of Indoor..., Telecommunications..., Wireless Networking, Training, Wireless, Team Leadership, System Deployment, UMTS, Proposal Writing, Program Management, Software Development, Project Planning, Business Development, Technical Writing, LTE, VoIP, Salesforce.com, Integration, Learning Management..., Social Media, Mobile Devices, Customer Satisfaction, Network Design, New Business Development, 4G, WiFi, Troubleshooting, Customer Retention, Solution Selling, Strategic Planning, Human Resources, Strategic Partnerships, Cellular Communications, RF, Fiber Optics, Microwave, Microsoft Office, Mobile Communications, Cross-functional Team..., Telecommunications, Account Management, PowerPoint, Public Speaking, Team Building, Windows

Education
New England College   1992 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General

Cape Cod Community College   1990 — 1992
Associate of Arts (A.A.), Elementary Education

James C. Johnson, MBA James C. Johnson, MBA Raleigh, North Carolina Details
James C. Johnson, MBA's Fidelity Investments Experience December 2006 - August 2010
Job National Director, Project Youth Extension Service, North Carolina State University
Industry Education Management
Experience
North Carolina State University  August 2010 - Present
Fidelity Investments   December 2006 - August 2010
USAF  2004 - 2007
USAF  January 2004 - December 2004
USAF  2002 - 2004
USAF  1998 - 2002
USAF  January 1996 - January 1998
USAF  January 1992 - January 1996

Skills
FINRA Series 6, Military, Leadership Development, Strategic Planning, Afghanistan, DoD, Air Force, Policy, Curriculum Design, 63 Licensed, Series 24, Series 7, Talent Management, Consultative Sales..., Team Leadership, Leadership, Training, Coaching, Security Clearance, Government, Public Speaking, Staff Development, Interviews, Conflict Resolution, 63 Licenses, Military Experience, Human Resources, Project Planning, Strategy, Succession Planning, Security, Organizational..., Series 6, Defense, Instructional Design, Organizational..., Program Management, Management, Command, Employee Training, Career Counseling, National Security, Military Operations, Supervisory Skills, Career Development, Instructor-led Training, Emergency Management, Strategic Leadership, Top Secret, Operational Planning

Education
Capella University   2012 — 2016
Doctor of Education (Ed.D.), ABD, Educational Leadership and Management

Villanova University
Masters Certificate, Human Resource Development

Our Lady of the Lake University   1996 — 1998
MBA

University of Maryland University College   1986 — 1988
BS, Technical Management

Community College of the Air Force
AAS Degrees (3), Human Resources, Communication Operations, & Instructor Technology

Dan Chase Dan Chase Raleigh-Durham, North Carolina Area Details
Dan Chase's Fidelity Investments Experience September 2014 - Present
Job Senior Systems Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   September 2014 - Present
Allscripts  May 2014 - September 2014
SAS  September 2002 - May 2014
Martin Architectural Products  June 1998 - August 2002
United States Marine Corps  June 1994 - June 1998

Skills
Powershell, VMware ESX, SAN, Windows Server, Active Directory, vSphere, VMware, Microsoft SQL Server, Servers, Red Hat Linux, Server Architecture, IIS, System Administration, Data Center, NAS, NetApp, Virtualization, Storage Area Networks, DFS, Python, Disaster Recovery, Enterprise Architecture

Education
Campbell University   2007 — 2010
Bachelor of Science (BS), Information Technology & Security

North Carolina State University   2003 — 2005

Kate Politano Kate Politano Greater Boston Area Details
Kate Politano's Fidelity Investments Experience 1994 - 1999
Job Client satisfaction, technology, results.
Industry Hospital & Health Care
Experience
McKesson  August 2013 - May 2015
PLAY!  December 2011 - April 2014
Ingenix  January 2011 - October 2012
Ingenix  May 2007 - February 2011
Eliza   2005 - 2007
Massachusetts General Hospital  2001 - 2004
MCI Worldcom  2000 - 2001
LPL  1998 - 2000
Fidelity Investments   1994 - 1999

Skills
Healthcare, Strategic Planning, Account Management, Channel Partners, Client Development, Passion for Helping..., Business Development, Strategic Partnerships, Analytics, Solution Selling, Business Strategy, Healthcare Information..., Cross-functional Team..., Sales Process, Selling, Strategy, Start-ups, Salesforce.com, Product Management, Business Intelligence, Leadership, Enterprise Software, Competitive Analysis, Small Business Marketing, Consulting, Non-profit Board..., SaaS, Executive Management, Process Improvement, CRM, Vendor Management, Program Management

Education
Cambridge College   2002 — 2004
Masters, Management

University of Phoenix   1999 — 2001
BA, Marketing

Bedford High School   1987 — 1990

Douglas E. Colton Douglas E. Colton Cincinnati Area Details
Douglas E. Colton's Fidelity Investments Experience March 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
Fidelity Investments   February 2013 - February 2015
The Golden Triangle   October 2012 - January 2013
Welltrend   June 2011 - August 2011

Skills
Mandarin, Microsoft Office, Photoshop, Stata, Project Management, SPSS, International Relations, International Trade, Economics, Logic Studio, Jazz Guitar, Social Media Marketing, Chinese culture

Education
Kalamazoo College   2008 — 2012
Bachelor of Arts (B.A.), Economics, Chinese, 3.7

Harbin Institute of Technology   2011 — 2011
NA, Chinese Language

Capital Normal University   2010 — 2010
BA in Economics, Chinese Studies

Tyler Templin Tyler Templin Raleigh, North Carolina Details
Tyler Templin's Fidelity Investments Experience August 2015 - Present
Job Operations Technician at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   August 2015 - Present
Windstream Hosted Solutions  September 2014 - August 2015
Windstream Hosted Solutions  February 2013 - September 2014
Target  September 2012 - April 2013
Harris Teeter  June 2011 - September 2012
Interstate Battery Co   June 2011 - September 2012

Skills
Customer Service, People Skills, Customer Satisfaction, Troubleshooting, Management, Leadership, Team Leadership, Team Building, Analysis, Data Entry, Windows, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Customer Retention, Customer Support

Education
Campbell University   2010 — 2014
Bachelor's of Business Administration, Trust and Wealth Management

Michelle Capriotti Michelle Capriotti Greater Boston Area Details
Michelle Capriotti's Fidelity Investments Experience August 2009 - September 2012
Job BusinessOperations Analyst at Fidelity Investments
Industry Financial Services
Experience
Brown Brothers Harriman  July 2014 - October 2014
Fidelity Investments   August 2009 - September 2012
Fidelity Investments   August 2008 - August 2009
Fidelity Investments   April 2008 - August 2008
Fidelity Investments   June 2006 - January 2008
Boston Stock Exchange  June 2005 - June 2006

Skills
Finance, Accounting, Financial Modeling, Economics, Strategic Planning, Income Statement, Planning Budgeting &..., Analysis, Business Intelligence, Customer Service, Leadership, Problem Solving, Critical Thinking, Valuation, Visionary, Collaboration, Systems Analysis, Training, Business Analysis, Process Improvement, Vendor Management, Management, Financial Services, Financial Analysis

Education
Cambridge College   2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.52

Stony Point

Mary Jo Griffin Mary Jo Griffin Greater Boston Area Details
Mary Jo Griffin's Fidelity Investments Experience 2005 - 2008
Job Business Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - Eliassen Group   2014 - Present
Veritude LLC  October 2012 - November 2013
Veritude LLC  August 2005 - November 2008
Fidelity Investments   2005 - 2008
State Street Corporation  1994 - 2004
State Street Bank  1994 - 2004

Skills
Analysis, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Business Requirements, Risk Management, Vendor Management, Project Management, Equities, Software Project..., Business Process..., Financial Services, Management, Process Improvement

Education
University of Maine
Graduate Certificate, Digital Curation

Cambridge College
M.Ed.

Paulette Eschrich Paulette Eschrich Nashua, New Hampshire Details
Paulette Eschrich's Fidelity Investments Experience 2000 - 2002
Job Information Desk at NH Department of Safety Division of Motor Vehicles
Industry Government Administration
Experience
NH Department of Safety - Division of Motor Vehicles   December 2013 - Present
Dancing Lion Chocolate   June 2013 - Present
LaBelle Winery  March 2011 - March 2013
self employed part-time  June 2010 - March 2011
Wine Society   November 2004 - October 2010
Fidelity Investments   2000 - 2002
Compaq  1998 - 1999
Compaq Computer EMEA   1998 - 1999
Digital Equipment Corporation  1974 - 1999

Skills
Event Management, Event Planning, Social Media, Wine Tasting, Wineries, Public Relations, Coaching, Media Relations, Customer Service, Wine, Management, Retail, Marketing, Newsletters, Parties, Catering, Sales, Restaurants, Hospitality, Beer, Alcoholic Beverages, Food & Beverage, Food, Beverage Industry, Dinners, Menu Development, Fine Dining, Corporate Events, Winemaking, Trade Shows, Food Service, New Restaurant Openings, Culinary Skills, Restaurant Management, Banquets, Gourmet, Food Pairing, Market Planning, Hospitality Management

Education
Cambridge College   1984 — 1986
Masters, HR, Organizational Development

Southern Connecticut State University   1970 — 1973
BA, Theatre

College of Saint Benedict   1969 — 1970

Alton Senior High School   1965 — 1969

Matthew Merrick Matthew Merrick Greater Boston Area Details
Matthew Merrick's Fidelity Investments Experience 2005 - 2006
Job Senior Sales Manager at EMC
Industry Information Technology and Services
Experience
EMC  April 2008 - Present
Black Rose Fishing Charters   April 2003 - Present
Fidelity Investments   2005 - 2006

Skills
Solution Selling, Salesforce.com, Management

Education
University of Massachusetts at Amherst - Isenberg School of Management   2006 — 2008
BA, Business Management

Cape Cod Community College   2004 — 2006
Associates, Business

Tabor Academy

Kipp Sturge Kipp Sturge Greater Boston Area Details
Kipp Sturge's Fidelity Investments Experience March 2001 - March 2012
Job Server Engineer Messaging at Computershare
Industry Information Technology and Services
Experience
Computershare  March 2012 - Present
Fidelity Investments   March 2001 - March 2012
Stream International  March 1998 - March 2001

Skills
Systems Engineering, Blackberry Enterprise..., Active Directory, Microsoft Exchange, Disaster Recovery, Server Architecture, Windows Server, Servers, Messaging, Data Center, ITIL, Networking

Education
Cape Cod Community College   1990 — 1991

Joseph Manthi Joseph Manthi Greater Boston Area Details
Joseph Manthi's Fidelity Investments Experience 2005 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   2005 - 2007

Education
Cambridge College   1996 — 1998

Laura Libby Laura Libby Greater Boston Area Details
Laura Libby's Fidelity Investments Experience August 2006 - December 2008
Job Director of Development, EDM and XPRESS
Industry Information Technology and Services
Experience
XPIENT Solutions  March 2013 - Present
RealTime Intelligence Solutions   March 2009 - March 2013
Fidelity Investments   August 2006 - December 2008
WGBH  1982 - 2008
Infor  May 1996 - July 2006
Wendys International  May 1994 - May 1996
Boston Restaurant Associates   May 1988 - May 1994

Skills
Software Documentation, Process Improvement, Project Management, Databases, Management, Microsoft SQL Server, Leadership, Testing, Unix, ERP, Certified Scrum Master...

Education
Cape Cod Community College   1984 — 1987
Associates, Hotel/Restaurant Management

Joshua Lawrence Joshua Lawrence Greater Boston Area Details
Joshua Lawrence's Fidelity Investments Experience May 2013 - January 2014
Job Senior Desktop Services Engineer at UMass Medical School
Industry Information Technology and Services
Experience
UMass Medical School  September 2014 - Present
Tufts University  January 2014 - August 2014
Fidelity Investments   May 2013 - January 2014
Sapient  August 2012 - May 2013
Harvard University School of Engineering & Applied Sciences   August 2010 - September 2012
Wheelock College  February 2008 - June 2010
Harvard Medical School (IT Department)   February 2008 - March 2008
Liquid Machines  July 2007 - February 2008

Skills
Troubleshooting, Windows, Active Directory, System Administration, Servers, Windows Server, Networking, Microsoft Exchange, Windows 7, Help Desk Support, Technical Support, Operating Systems, Hardware, Apple, OS X, Windows XP, VMware, Reinforced Concrete, VMware Workstation, Windows XP Pro, Android, Mac OS, iOS

Education
Cambridge College   2007 — 2008
Business Administration and Management, General

Cathi Cass Cathi Cass Raleigh-Durham, North Carolina Area Details
Cathi Cass's Fidelity Investments Experience June 2014 - Present
Job Senior Instructional Designer at Fidelity Investments
Industry E-Learning
Experience
Fidelity Investments   June 2014 - Present
Anfield Information   April 2013 - January 2014
Resolvit  September 2012 - April 2013
ttc Innovations   June 2012 - September 2012
Systems Documentation, Inc.   1998 - 2012
Knowledge Transfer International (KTI)   1995 - 1998
Palette Systems Corporation   1993 - 1995
Digital Equipment Corporation  1987 - 1992

Skills
Instructional Design, E-Learning, Instructor-led Training, SnagIt, ADDIE, Adult Learning Theory, Blended Learning, Technical Writing, RoboHelp, Technical Training, Captivate, Needs Analysis, Employee Training, Training, Content Management, Adult Education, Education Software, FrameMaker, Curriculum Design, Training Delivery, SCORM, Information Mapping, Course Development, Learning Management, Distance Learning, Technical Documentation, Technical Communication, Software Documentation, Online Help, Visio, Instructional Technology, Information Design, Information Architecture, Mobile Learning, Job Aids, Sales Rep Training, Salesforce.com, Camtasia, Lectora, ILT, Learning Management..., Hands-on Training, Training Facilitation, Articulate Suite, Curriculum Development, Performance Consulting, Virtual Training, E-learning Modules

Education
Suffolk University   1980 — 1982
Master of Education (M.Ed.), Education

Suffolk University   1978 — 1980
Bachelor of Science (B.S.), Counseling Psychology, 3.8

Cape Cod Community College   1976 — 1978
Associate of Arts (A.A.)

Rhonda Snow Rhonda Snow Barnstable/Yarmouth, Massachusetts Area Details
Rhonda Snow's Fidelity Investments Experience 1995 - 2008
Job Director of Institutional Product Administration
Industry Financial Services
Experience
MFS Investment Management  March 2008 - Present
Fidelity Investments   1995 - 2008
State Street  1988 - 1995

Skills
Asset Allocation, Financial Services, Institutional..., Investments, Management, Mutual Funds, Operations Management, Portfolio Management, Product Management, Program Management, Sales Operations, Series 7

Education
Cape Cod Community College   1985 — 1987
AS, Accounting

Janet Braxton Janet Braxton Raleigh-Durham, North Carolina Area Details
Janet Braxton's Fidelity Investments Experience March 2013 - Present
Job Sr Network Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   2008 - Present
CSC  September 2003 - April 2008
Lockheed Martin Information Technology  September 2000 - September 2003
EDS  1997 - 2000

Education
Capitol College   2006 — 2008
MS, Network Security

Durham Technical Community College   2004 — 2006
AA, Information Systems -- Networking

University of North Carolina at Chapel Hill   1980 — 1985
BS, Education

Northwood High School

Jeff Schreiber Jeff Schreiber Greater Boston Area Details
Jeff Schreiber's Fidelity Investments Experience 1996 - 2006
Job Vice President of Sales Northeast at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  May 2013 - Present
Principal Financial Group  February 2006 - April 2013
Fidelity Investments   1996 - 2006

Skills
Business Development, 401k, Financial Services, Investments, Leadership, Marketing Strategy, Relationship Management, Retirement, Mutual Funds, Retirement Planning, Sales, Segmentation, Series 7, Employee Benefits, Wealth Management

Education
Capital University Law School   1984 — 1987
Juris Doctor

The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.), Business Administration

Babak Moattari Babak Moattari Greater Boston Area Details
Babak Moattari's Fidelity Investments Experience 1992 - 1996
Job Senior Technical Architect, Cloud Compute & Storage
Industry Telecommunications
Experience
AT&T  June 2006 - Present
IBM Global Business Services  2003 - 2006
John Hancock  March 2001 - June 2003
Alcatel-Lucent  September 2000 - March 2001
Husky Injection Molding Systems  January 1998 - July 2000
Fidelity Investments   1992 - 1996

Skills
Capacity Planning, Architecture, HP, AIX, Solaris, Business Analysis, Unix, Cloud Computing, Virtualization, Hardware, Linux, Databases, Operating Systems, Performance Analysis, VMware, SQL, Servers, Distributed Systems, Clustering, Hardware Virtualization, Performance Tuning, Enterprise Architecture, Software Development, SDLC, Cluster, Disaster Recovery, Windows Server, Solution Architecture, Data Center, Integration, Storage, ITIL, IT Strategy, Enterprise Software, IT Service Management, Oracle, Unix Shell Scripting, Pre-sales, High Availability, Shell Scripting, SOA, Perl, Security, Infrastructure, System Deployment, TCP/IP, Storage Area Networks, Software Documentation, Networking, Technical Architecture

Education
Capella University   2009 — 2013
Master of Science, Information Technology (Business Analysis), 3.75

Seneca College of Applied Arts and Technology   1988 — 1991
Associate's Degree, Computer Engineering Technology

University of Massachusetts Boston
BA, Computer Science

Ashley Cashwell Ashley Cashwell Raleigh-Durham, North Carolina Area Details
Ashley Cashwell's Fidelity Investments Experience October 2009 - July 2010
Job eCommerce Solution Manager at Lenovo
Industry Computer Hardware
Experience
Lenovo  April 2014 - Present
Lenovo  July 2010 - March 2014
Fidelity Investments   October 2009 - July 2010
Fidelity Investments   July 2007 - September 2009
Small Business Technology Development Center (SBTDC)   May 2006 - April 2007

Skills
Quality Assurance, Business Process..., Process Improvement, Business Analysis, Project Management, Program Management, Six Sigma, PMP, Vendor Management, Project Planning, Cross-functional Team..., Microsoft Excel, Product Management, MS Project, Visio, Leadership, Analysis, Management

Education
Campbell University
Masters, Business Administration

Campbell University   2002 — 2006
BA, International Business

Evan Kellenberger Evan Kellenberger Greater Philadelphia Area Details
Evan Kellenberger's Fidelity Investments Experience February 2004 - February 2008
Job •Regional Vice President of Sales at FocusPoint Solutions
Industry Financial Services
Experience
FocusPoint Solutions  April 2011 - Present
Symons Capital Management   July 2008 - January 2011
Fidelity Investments   February 2004 - February 2008

Education
Capital University   1988 — 1992
BS, Business

Clay Stewart Clay Stewart Cincinnati Area Details
Clay Stewart's Fidelity Investments Experience December 2014 - Present
Job Vice President, Technology Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   July 2011 - Present
Fidelity Investments   January 2007 - July 2011

Education
Xavier University   1998 — 2000
MBA, Information Technology

Campbellsville University   1989 — 1994
BS, Computer Information and Business Admin

Joseph Guilfoyle Joseph Guilfoyle Flagstaff, Arizona Area Details
Joseph Guilfoyle's Fidelity Investments Experience April 2011 - February 2013
Job Counselor, M.Ed.
Industry Professional Training & Coaching
Experience
Encompass Health Services   October 2013 - Present
Courtyard by Marriott  March 2013 - Present
Private Practice  August 2009 - Present
The Pachamama Alliance  2009 - Present
Fidelity Investments   April 2011 - February 2013
Hesser College  January 2010 - March 2010
NETWORK FOR WORK   February 2009 - July 2009
Fidelity Investments   1998 - 2009
Unitarian Universalist Congregation of Milford, NH   June 2001 - June 2003

Skills
Coaching, Customer Service, Call Center, Staff Development, Mentoring, Leadership Development, Team Building, Talent Management, Performance Management, Public Speaking, Team Leadership, Employee Engagement, Conflict Resolution, Six Sigma, Counseling, Social Networking, Interviewing, Negotiation, Teaching, Cross-functional Team..., Training & Development, Employee Benefits, Employee Training, Training, Employee Relations, Program Management, Leadership, Process Improvement, Recruiting, Management, CRM, Call Centers, Change Management, Strategy, Business Process..., Interviews, Vendor Management

Education
Cambridge College   1988 — 1990
M.Ed.Counseling Psychology, Education, Professional Development

Brian Stanley, PMP, CSM Brian Stanley, PMP, CSM Greater Boston Area Details
Brian Stanley, PMP, CSM's Fidelity Investments Experience April 2007 - May 2008
Job Director, Project Manager at New York Life Investment Management
Industry Information Technology and Services
Experience
New York Life Investment Management  July 2010 - Present
Wilmer Hale  May 2010 - July 2010
Shawmut Design and Construction  May 2008 - February 2009
Fidelity Investments   April 2007 - May 2008
Wellington Management  May 1995 - February 2007

Skills
SDLC, PMO, Software Project..., PMP, IT Management, Disaster Recovery, Certified Scrum Master..., Business Analysis, Program Management, Risk Management, Vendor Management, Data Center, Project Management, Requirements Analysis, SharePoint, Integration

Education
Boston University (CEC)   2008 — 2008
Certification in Applied Project Management

Canisius College   1971 — 1974
BS, Economics

Paula Frank Paula Frank Greater Boston Area Details
Paula Frank's Fidelity Investments Experience January 1996 - April 2011
Job Operations Management
Industry Financial Services
Experience
Fidelity Investments   January 1996 - April 2011
Fidelity Investments (Veritude)   2006 - 2008

Skills
Customer Service, Project Management, Management, PowerPoint, Process Improvement, Salesforce.com, Microsoft Excel, Vendor Management, Strategic Planning, Training, Program Management, Business Analysis, Account Management

Education
Cambridge College   1997 — 2000
Masters in Management, Business

Angelina Collie Angelina Collie Raleigh-Durham, North Carolina Area Details
Angelina Collie's Fidelity Investments Experience September 2011 - Present
Job Systems Services and Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2011 - Present
Fidelity Investments   April 2007 - Present

Education
Capella University   2006 — 2009
MS, Higher Education

Kimberly Vachon Kimberly Vachon Greater Boston Area Details
Kimberly Vachon's Fidelity Investments Experience February 1996 - Present
Job Sr. Manager Systems Support Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments   February 1996 - Present

Education
Cambridge College
Masters Education

Dean College
Associate of Science, Information Technology Management

University of Massachusetts Lowell
Bachelor of Science, Information Systems

Netisha Jarvis Netisha Jarvis Greater Boston Area Details
Netisha Jarvis's Fidelity Investments Experience January 2010 - July 2010
Job Student at YMCA Training Inc.
Industry Financial Services
Experience
Starwood Hotels & Resorts Worldwide, Inc.   February 2015 - Present
Citizens Bank  August 2012 - April 2014
City Sports Chestnut Hill   September 2008 - August 2012
City Sports  October 2008 - September 2010
Fidelity Investments   January 2010 - July 2010
Year Up  2009 - 2010

Skills
Customer Service, Data Entry, Microsoft Office, Leadership, Social Media, Training, Research, Event Planning, Event Management, Management, Non-profits, Teaching

Education
New England College of Business and Finance   2014 — 2016
Bachelor's Degree, Business Administration and Management, General

Cambridge College   2009 — 2010
IT Cerfication, Information Technology, Year Up Inc.

high school   2005 — 2009

Santos Bojorquez Santos Bojorquez Greater Boston Area Details
Santos Bojorquez's Fidelity Investments Experience July 2010 - Present
Job Senior End User Support Technician
Industry Financial Services
Experience
Fidelity Investments   July 2010 - Present
Fidelity Investments   2012 - 2013
CVS Caremark Corporation  April 2010 - July 2010
Cubist Pharmaceuticals  2008 - 2009

Skills
Active Directory

Education
Cambridge College   2004 — 2006
Business Administration and Management, General

Cambridge College

Tyler Thomas, CFP® Tyler Thomas, CFP® Wilmington, North Carolina Area Details
Tyler Thomas, CFP®'s Fidelity Investments Experience December 2005 - December 2006
Job Wealth Management Financial Planning Strategist at BB&T
Industry Financial Services
Experience
BB&T  September 2012 - Present
BB&T  December 2006 - September 2012
Fidelity Investments   December 2005 - December 2006
Consolidated Planning   August 2004 - December 2005

Skills
Retirement, Investment Strategies, Wealth Management, Retirement Planning, Series 7, Wealth, Estate Planning, Investments, Portfolio Management, Financial Advisory, Pensions, Finance, Customer Service, Asset Allocation, Wealth Management..., Asset Management, Training, Investment Management, Microsoft Excel, Financial Analysis, Employee Benefits, Strategic Financial..., Qualified Retirement..., Investment Advisory, 401k, High Net Worth..., Financial Planning

Education
Campbell University   2006 — 2007
Masters of Trust and Wealth Management (MTWM)

Campbell University   2001 — 2004
B.S. Mathematics

Campbell University   2001 — 2004
Minors in Accounting and Business Administration

Terry Elder Terry Elder Raleigh-Durham, North Carolina Area Details
Terry Elder's Fidelity Investments Experience August 2012 - May 2013
Job MyYogiBag
Industry Textiles
Experience
MyYogiBag   June 2014 - Present
Randstad Sourceright @ Cisco   May 2013 - March 2014
Fidelity Investments   August 2012 - May 2013
H&R Block  January 2007 - 2012

Skills
Website Development, Social Networking, Web Design, SEO, Email Marketing, Small Business, QuickBooks, Budgets, Tax Preparation, Tax Returns, Customer Service, Marketing

Education
Campbell University   2008 — 2012
Business

Stephanie Cambero Stephanie Cambero Greater Boston Area Details
Stephanie Cambero's Fidelity Investments Experience February 2010 - Present
Job Technical Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2010 - Present

Education
Cambridge College   2009 — 2010

Wendy Rice Wendy Rice Greater Salt Lake City Area Details
Wendy Rice's Fidelity Investments Experience April 2004 - June 2005
Job Executive Assistant at AuctionIQ
Industry Information Technology and Services
Experience
AuctionIQ   September 2014 - Present
SameDay Heating & Air   May 2011 - March 2014
Dynamic Confections   August 2005 - September 2010
Fidelity Investments   April 2004 - June 2005

Skills
Management, Sales, Program Management, Project Planning, Time Management, Market Analysis, Sales Presentations, Trade Shows, Teamwork, Call Centers, Market Planning, Account Management, Sales Management, Marketing, Marketing Strategy, Team Building, Brand Management, Strategic Planning, Microsoft Office, Photography, Photoshop, Budgets, CRM, Market Research, Sales Process, Customer Service, Forecasting

Education
Capella University   2014 — 2016
Master of Education (M.Ed.), Instructional Design for Online Learning

University of Phoenix   2001 — 2003
Bachelor of Science, Management

LDS Business College   1997 — 1999
Associates, Business Management

Leslie Kilpatrick Leslie Kilpatrick United States Details
Leslie Kilpatrick's Fidelity Investments Experience August 2010 - December 2010
Job Trust Specialist III at First Citizens Bank & Trust
Industry Financial Services
Experience
First Citizens Bank  August 2014 - Present
Travel  January 2014 - July 2014
Credit Suisse  January 2011 - December 2013
Fidelity Investments   August 2010 - December 2010
Fidelity Investments   January 2009 - August 2010
Fidelity Investments   October 2007 - January 2009
First Citizens Bank  January 2004 - November 2004

Skills
Financial Services, Options, Banking, Equities, Customer Service, Process Improvement, Series 6, Series 63, FINRA, General Securities..., Strategic Financial..., Securities, Mutual Funds, Microsoft Excel, Risk Management, Data Analysis, Defined Contribution, Insurance, Retirement, Uniform Combined State..., Asset Managment, 401k, Strategic Planning, ETFs, Series 65, Change Management, Valuation, Investment Advisory, Business Analysis, Retirement Planning, Employee Benefits, Investments, Asset Allocation, Corporate Finance, Analysis, Financial Analysis, Call Centers, Relationship Management, Capital Markets, Financial Advisory, Ballroom Dance

Education
Campbell University, Lundy-Fetterman School of Business   2015 — 2016
Bachelor of Business Administration (BBA), Accounting

Lenoir Community College   2005 — 2006
Associates in Arts, English

Josh Franson Josh Franson Raleigh-Durham, North Carolina Area Details
Josh Franson's Fidelity Investments Experience July 2010 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Fidelity Investments   July 2010 - Present

Education
Campbell University
BA, Political Science2007

Becky Lossman Becky Lossman Raleigh-Durham, North Carolina Area Details
Becky Lossman's Fidelity Investments Experience October 2012 - Present
Job Senior Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2012 - Present
Fidelity Investments   May 2009 - October 2012
Fidelity Investments   March 2008 - May 2009
Fidelity Investments   July 2007 - March 2008
Aflac  January 2007 - June 2007
Frema Motors, Inc   May 2006 - January 2007
Centrex Properties, Inc   June 2000 - April 2006
Mount Olive College  January 2002 - December 2003
Strickland Insurance Group, Inc   March 2000 - June 2000

Skills
Analysis, General Administrative..., Organization, Highly detail oriented, Problem Solving, People Skills, Oral & Written..., Interpersonal Skill, Computer Proficiency, Multi Tasking

Education
Campbell University   2000 — 2001
Master, Business Administration

East Carolina University   1998 — 1999
BSBA, Finance; Banking

Wayne Community College   1996 — 1997
Business Administration

Sal Marchese Sal Marchese Raleigh-Durham, North Carolina Area Details
Sal Marchese's Fidelity Investments Experience October 2010 - Present
Job Director Quality Assurance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2010 - Present
Fidelity Investments   July 2005 - September 2010
Fidelity Investments   July 2004 - June 2005
Fidelity Investments   January 2001 - June 2004
Fidelity Investments   May 1997 - December 2000
Fidelity Investments   December 1995 - April 1997
SunGard  July 1993 - November 1995
AT&T  May 1988 - June 1993

Skills
Software Quality..., Quality Center

Education
Canisius College

Laquisha Philyaw Laquisha Philyaw Boston, Massachusetts Details
Laquisha Philyaw's Fidelity Investments Experience August 2015 - Present
Job Technical Support Intern at Fidelity Investments
Industry Entertainment
Experience
Fidelity Investments   August 2015 - Present
House of Blues Entertainment  February 2015 - Present
Swarovski  December 2013 - February 2015
American Express  November 2012 - February 2015

Skills
Customer Service, Always Punctual, People Skills, Creative Writing, Microsoft Office, Office 365, Help Desk Support, Technical Writing, Accounts Receivable, Financial Services, Foreign Currency..., Relationship Building, Computer Hardware..., Leadership, Event Planning, Customer Satisfaction, Management, Microsoft Excel

Education
Cambridge College   2015 — 2016
Information Technology

Derek Pruitt Derek Pruitt Zebulon, North Carolina Details
Derek Pruitt's Fidelity Investments Experience November 2011 - August 2014
Job Consultant at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting  August 2014 - Present
Fidelity Investments   November 2011 - August 2014
Fidelity Investments   February 2008 - November 2011
Fidelity Investments   July 2007 - February 2008

Education
Campbell University   1996 — 2001
Bachelor of Business Administration,, Trust & Investment Management, Minor in Financial Planning

Campbell University
Master of Business Administration (MBA)

Stalnaker Jason Stalnaker Jason Greenville, North Carolina Details
Stalnaker Jason's Fidelity Investments Experience July 2014 - Present
Job IS Intern at Vidant Health
Industry Computer Software
Experience
Fidelity Investments   July 2014 - Present
North Carolina National Guard  January 2005 - Present
Vidant Health  June 2013 - May 2014
East Carolina University  January 2013 - July 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, C++, English, Java, HTML, C, JavaScript, SQL

Education
East Carolina University   2011 — 2014
Bachelor of Science (BS), Computer Science

Cape Fear Community College   2006 — 2008
Associate of Arts and Sciences (AAS), Electrical and Electronics technology

Jim Dunn, CFP® Jim Dunn, CFP® Hopewell Junction, New York Details
Jim Dunn, CFP®'s Fidelity Investments Experience January 2001 - Present
Job Vice President, Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2001 - Present
Country Club of New Canaan  June 1999 - December 2000

Skills
Certified Financial...

Education
Campbell University   1995 — 1999
Bachelor of Business Administration (BBA)

Sandy Lill Sandy Lill Raleigh, North Carolina Details
Sandy Lill's Fidelity Investments Experience March 2007 - May 2010
Job Accounts Receivable Manager at Syncfusion
Industry Insurance
Experience
Syncfusion  July 2013 - Present
Allstate  February 2012 - July 2013
Fidelity Investments   March 2007 - May 2010
SECU  October 2005 - March 2007
Choice Hotels International  July 2004 - October 2005

Skills
Accounting, Accounts Receivable, Insurance, Customer Service, Investments, Account Management, Business Development, Loans, Policy, Call Centers, Financial Analysis, Strategic Financial..., Financial Reporting, Auditing, Microsoft Excel, Finance, QuickBooks, Accounts Payable, Account Reconciliation, Forecasting

Education
Campbell University   2011 — 2013
Bachelor of Business Administration (BBA), Accounting

Wake Technical Community College   2004 — 2011
Associate of Arts and Sciences (AAS), Accounting

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