Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
David Hutchinson David Hutchinson's Fidelity Investments Experience April 2009 - January 2011
Job VP, Midwest Division at AssetMark
Industry Financial Services
Experience
AssetMark June 2015 - Present
Hewins Financial Advisors May 2012 - December 2014
Minneapolis Portfolio Management Group, LLC January 2011 - May 2012
Fidelity Investments April 2009 - January 2011
Schwab Institutional January 2008 - December 2008
Schwab Institutional November 2005 - January 2008
Schwab Institutional January 2000 - November 2005
Ameriprise Financial 1990 - 1994
Skills
Wealth Management
Education
Arizona State University, W. P. Carey School of Business
Mini MBA, Services Leadership Institute
University of Minnesota - Carlson School of Management 1986 — 1990
BS, Finance
AssetMark June 2015 - Present
Hewins Financial Advisors May 2012 - December 2014
Minneapolis Portfolio Management Group, LLC January 2011 - May 2012
Fidelity Investments April 2009 - January 2011
Schwab Institutional January 2008 - December 2008
Schwab Institutional November 2005 - January 2008
Schwab Institutional January 2000 - November 2005
Ameriprise Financial 1990 - 1994
Skills
Wealth Management
Education
Arizona State University, W. P. Carey School of Business
Mini MBA, Services Leadership Institute
University of Minnesota - Carlson School of Management 1986 — 1990
BS, Finance
Michael Wendlandt Michael Wendlandt's Fidelity Investments Experience October 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
JPMorgan Chase January 2013 - October 2014
Marriott International October 2006 - March 2013
Skills
Revenue Analysis, Hospitality Industry, Hospitality Management, Hospitality, Hotels
Education
Arizona State University, W. P. Carey School of Business 2007 — 2012
Finance (BS), Finance, General
Fidelity Investments October 2014 - Present
JPMorgan Chase January 2013 - October 2014
Marriott International October 2006 - March 2013
Skills
Revenue Analysis, Hospitality Industry, Hospitality Management, Hospitality, Hotels
Education
Arizona State University, W. P. Carey School of Business 2007 — 2012
Finance (BS), Finance, General
Mandy Cedeno Mandy Cedeno's Fidelity Investments Experience May 2008 - January 2010
Job Inside Corporate Account Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard November 2014 - Present
Hewlett-Packard January 2010 - November 2014
Fidelity Investments May 2008 - January 2010
Sprint June 2008 - September 2008
Intel Corporation August 2003 - September 2006
Intel Corporation January 1991 - August 2003
Intel Corporation January 1991 - April 1993
Skills
Program Management, Call Centers, Team Leadership, Project Management, HP, Service Management, Troubleshooting, Pre-sales, Incident Management, IT Operations, Coaching, Vendor Management, Service Delivery, IT Service Management, Virtualization, ITIL, Business Analysis, Team Effectiveness, Escalations Management, Relationship Management, Payroll, Technology, Research, Intel, Manufacturing, Case Management Services, Organization, People Skills, Connecting People, Computers, Mentoring, Leadership, Customer Relations, HR Policies, Cross-functional Team..., Account Management, Management, Process Improvement
Education
Mesa Community College 1984 — 1996
Associate of Arts (AA), General Studies
Arizona State University 1986 — 1990
Bachelor of Science (BS), Manufacturing Engineering Technology, 3.68
Hewlett-Packard November 2014 - Present
Hewlett-Packard January 2010 - November 2014
Fidelity Investments May 2008 - January 2010
Sprint June 2008 - September 2008
Intel Corporation August 2003 - September 2006
Intel Corporation January 1991 - August 2003
Intel Corporation January 1991 - April 1993
Skills
Program Management, Call Centers, Team Leadership, Project Management, HP, Service Management, Troubleshooting, Pre-sales, Incident Management, IT Operations, Coaching, Vendor Management, Service Delivery, IT Service Management, Virtualization, ITIL, Business Analysis, Team Effectiveness, Escalations Management, Relationship Management, Payroll, Technology, Research, Intel, Manufacturing, Case Management Services, Organization, People Skills, Connecting People, Computers, Mentoring, Leadership, Customer Relations, HR Policies, Cross-functional Team..., Account Management, Management, Process Improvement
Education
Mesa Community College 1984 — 1996
Associate of Arts (AA), General Studies
Arizona State University 1986 — 1990
Bachelor of Science (BS), Manufacturing Engineering Technology, 3.68
Kevin McAfoos Kevin McAfoos's Fidelity Investments Experience January 2013 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - Present
Target July 2008 - January 2012
Gap Incorporated March 2008 - July 2008
Skills
Microsoft Office, VB.NET, ASP.NET, XHTML, CSS, SQL, SharePoint, Requirements Gathering, SDLC, Agile & Waterfall..., Visio, BPMN
Education
Appalachian State University 2008 — 2012
Bachelor of Science in Business Administration, Computer Information Systems
Fidelity Investments January 2013 - Present
Target July 2008 - January 2012
Gap Incorporated March 2008 - July 2008
Skills
Microsoft Office, VB.NET, ASP.NET, XHTML, CSS, SQL, SharePoint, Requirements Gathering, SDLC, Agile & Waterfall..., Visio, BPMN
Education
Appalachian State University 2008 — 2012
Bachelor of Science in Business Administration, Computer Information Systems
Adrian Eason's Fidelity Investments Experience September 2014 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments November 2003 - November 2014
Skills
Series 63
Education
Arkansas State University 1996 — 2001
West Memphis Senior High 1993 — 1996
Fidelity Investments September 2014 - Present
Fidelity Investments November 2003 - November 2014
Skills
Series 63
Education
Arkansas State University 1996 — 2001
West Memphis Senior High 1993 — 1996
Tom Valverde Tom Valverde's Fidelity Investments Experience April 2014 - Present
Job Senior Vice President Sales and Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Pershing Advisor Solutions 2008 - April 2014
Fidelity Investments 1994 - 2008
Education
Arizona State University 1983 — 1987
BS, Marketing
Fidelity Investments April 2014 - Present
Pershing Advisor Solutions 2008 - April 2014
Fidelity Investments 1994 - 2008
Education
Arizona State University 1983 — 1987
BS, Marketing
Craig Whittum Craig Whittum's Fidelity Investments Experience May 2010 - June 2014
Job Claims Adjuster at Gallagher Bassett Services, Inc.
Industry Financial Services
Experience
Gallagher Bassett Services, Inc. June 2014 - Present
Fidelity Investments May 2010 - June 2014
Visa July 2006 - June 2009
Skills
Insurance, Risk Management, Call Centers, Customer Service, Financial Services, Business Analysis, Employee Benefits, Claim, Microsoft Excel, Analysis, Outlook
Education
The University of New Mexico 2010 — 2011
Arapahoe Community College
Gallagher Bassett Services, Inc. June 2014 - Present
Fidelity Investments May 2010 - June 2014
Visa July 2006 - June 2009
Skills
Insurance, Risk Management, Call Centers, Customer Service, Financial Services, Business Analysis, Employee Benefits, Claim, Microsoft Excel, Analysis, Outlook
Education
The University of New Mexico 2010 — 2011
Arapahoe Community College
Stephanie J. Owen Stephanie J. Owen's Fidelity Investments Experience November 1999 - May 2002
Job Managing Partner at Owen Capital
Industry Financial Services
Experience
Owen Capital Management June 2013 - Present
Preservation Trust Advisors. LLC November 2011 - June 2013
Columbia Management May 2002 - November 2011
Fidelity Investments November 1999 - May 2002
Securities America, Inc. Member FINRA/SIPC November 1997 - July 1999
Fiserv ISS June 1991 - November 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, Relationship Management, Marketing Strategy, Sales, Trading, Broker-Dealer, Asset Allocation, Asset Management, RIA, Entrepreneurship, Uniform Combined State..., ETFs, Series 7, Series 66, Market Research, Product Marketing, Morningstar Direct, Start-ups, Investments, Portfolio Management, Private Equity, Venture Capital
Education
Arizona State University
Bachelor of Science, Finance
Owen Capital Management June 2013 - Present
Preservation Trust Advisors. LLC November 2011 - June 2013
Columbia Management May 2002 - November 2011
Fidelity Investments November 1999 - May 2002
Securities America, Inc. Member FINRA/SIPC November 1997 - July 1999
Fiserv ISS June 1991 - November 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, Relationship Management, Marketing Strategy, Sales, Trading, Broker-Dealer, Asset Allocation, Asset Management, RIA, Entrepreneurship, Uniform Combined State..., ETFs, Series 7, Series 66, Market Research, Product Marketing, Morningstar Direct, Start-ups, Investments, Portfolio Management, Private Equity, Venture Capital
Education
Arizona State University
Bachelor of Science, Finance
Jodie Konvicka's Fidelity Investments Experience March 2005 - October 2007
Job
Industry Staffing and Recruiting
Experience
PointBank November 2014 - Present
Aflac October 2010 - December 2014
TTI, Inc. and 2020 Companies November 2012 - November 2014
The Walgreen Company June 2008 - September 2010
Fidelity Investments March 2005 - October 2007
OmniAmerican Credit Union October 2003 - March 2005
Sprint Corporation May 1997 - October 2002
Skills
Employee Relations, Recruiting, Talent Acquisition, Human Resources, Benefits Administration, HRIS, Employee Benefits, Training, Process Improvement, Team Building, Insurance, Personnel Management, Management, Contract Recruitment, Sourcing, Temporary Placement
Education
Tarrant County College 2009 — 2009
Certification
Arkansas State University 1993 — 1994
University of AR @ Little Rock 1990 — 1993
PointBank November 2014 - Present
Aflac October 2010 - December 2014
TTI, Inc. and 2020 Companies November 2012 - November 2014
The Walgreen Company June 2008 - September 2010
Fidelity Investments March 2005 - October 2007
OmniAmerican Credit Union October 2003 - March 2005
Sprint Corporation May 1997 - October 2002
Skills
Employee Relations, Recruiting, Talent Acquisition, Human Resources, Benefits Administration, HRIS, Employee Benefits, Training, Process Improvement, Team Building, Insurance, Personnel Management, Management, Contract Recruitment, Sourcing, Temporary Placement
Education
Tarrant County College 2009 — 2009
Certification
Arkansas State University 1993 — 1994
University of AR @ Little Rock 1990 — 1993
Zachary Holcomb's Fidelity Investments Experience February 2010 - July 2012
Job Senior Product Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2015 - Present
Wellington Management June 2013 - May 2015
Fidelity Investments February 2010 - July 2012
Thunder Road Racing April 2007 - September 2011
AZsportbikerentals.com September 2008 - December 2008
Cycle Gear November 2007 - August 2008
RBC June 2007 - August 2007
Skills
Professional Motorcycle..., Skilled Motorcycle..., Financial Planning, Retirement Planning, Creative Problem Solver, Series 7, Series 63, Investments, Fixed Income, Leadership, Securities
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Arizona State University 2004 — 2008
Bachelor of Interdisciplinary Studies, Business and Design Studies with a Minor in Communications
Pioneer Investments June 2015 - Present
Wellington Management June 2013 - May 2015
Fidelity Investments February 2010 - July 2012
Thunder Road Racing April 2007 - September 2011
AZsportbikerentals.com September 2008 - December 2008
Cycle Gear November 2007 - August 2008
RBC June 2007 - August 2007
Skills
Professional Motorcycle..., Skilled Motorcycle..., Financial Planning, Retirement Planning, Creative Problem Solver, Series 7, Series 63, Investments, Fixed Income, Leadership, Securities
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Arizona State University 2004 — 2008
Bachelor of Interdisciplinary Studies, Business and Design Studies with a Minor in Communications
Rob Zimmerman III Rob Zimmerman III's Fidelity Investments Experience April 2015 - Present
Job Director Business Process Improvement at Fidelity Investments
Industry Aviation & Aerospace
Experience
Fidelity Investments April 2015 - Present
Zodiac Aerospace September 2013 - April 2015
Zodiac Aerospace July 2012 - September 2013
Smith Filter East May 2009 - October 2012
Skills
Supply Chain, Six Sigma, Lean Manufacturing, Manufacturing, Supply Chain Management, Value Stream Mapping, Forecasting, 5S, Product Development, Engineering, Manufacturing..., Analysis, Process Improvement, DMAIC, Cross-functional Team..., Management, Aerospace, Continuous Improvement, Budgets, Strategy
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master, Business Administration -- Financial Markets and Management
Iowa State University 2002 — 2006
Bachelor of Science, Mechanical Engineering
Fidelity Investments April 2015 - Present
Zodiac Aerospace September 2013 - April 2015
Zodiac Aerospace July 2012 - September 2013
Smith Filter East May 2009 - October 2012
Skills
Supply Chain, Six Sigma, Lean Manufacturing, Manufacturing, Supply Chain Management, Value Stream Mapping, Forecasting, 5S, Product Development, Engineering, Manufacturing..., Analysis, Process Improvement, DMAIC, Cross-functional Team..., Management, Aerospace, Continuous Improvement, Budgets, Strategy
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master, Business Administration -- Financial Markets and Management
Iowa State University 2002 — 2006
Bachelor of Science, Mechanical Engineering
Emmanuel Dorado's Fidelity Investments Experience October 2014 - Present
Job Procurement Data Analyst at Fidelity Investments
Industry Internet
Experience
Fidelity Investments October 2014 - Present
GoDaddy January 2014 - June 2014
GoDaddy August 2012 - January 2014
GoDaddy January 2011 - August 2012
GoDaddy June 2009 - January 2011
GoDaddy January 2009 - June 2009
GoDaddy January 2008 - January 2009
Freeport-McMoRan Copper & Gold June 2007 - August 2007
DataPreserve June 2006 - June 2007
Skills
Leadership, SaaS, Management, Customer Service, Analytics, Marketing, Sales, Competitive Analysis, Process Improvement, Business Analysis, Lead Generation, Analysis, Online Advertising, Training, Account Management, Social Media Marketing, Team Building, Call Centers, E-commerce, Program Management, Salesforce.com, CRM, Coaching, SEO, Time Management, Microsoft Excel, Sales Management, Product Management, Data Analysis, Customer Retention, SEM, Onboarding, SQL, Google Analytics, Cloud Computing, Online Marketing, Visual Basic, HTML, GoodData, JIRA, Zendesk, SMBs, Web Services, Procurement
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
Bachelor of Science, Finance
Paradise Valley Community College 2004 — 2006
Associate, Business
Fidelity Investments October 2014 - Present
GoDaddy January 2014 - June 2014
GoDaddy August 2012 - January 2014
GoDaddy January 2011 - August 2012
GoDaddy June 2009 - January 2011
GoDaddy January 2009 - June 2009
GoDaddy January 2008 - January 2009
Freeport-McMoRan Copper & Gold June 2007 - August 2007
DataPreserve June 2006 - June 2007
Skills
Leadership, SaaS, Management, Customer Service, Analytics, Marketing, Sales, Competitive Analysis, Process Improvement, Business Analysis, Lead Generation, Analysis, Online Advertising, Training, Account Management, Social Media Marketing, Team Building, Call Centers, E-commerce, Program Management, Salesforce.com, CRM, Coaching, SEO, Time Management, Microsoft Excel, Sales Management, Product Management, Data Analysis, Customer Retention, SEM, Onboarding, SQL, Google Analytics, Cloud Computing, Online Marketing, Visual Basic, HTML, GoodData, JIRA, Zendesk, SMBs, Web Services, Procurement
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
Bachelor of Science, Finance
Paradise Valley Community College 2004 — 2006
Associate, Business
Glyn Holton Glyn Holton's Fidelity Investments Experience 1990 - 1993
Job Thought Leader and Consultant on Financial Risk Management
Industry Financial Services
Experience
Self-employed 1995 - Present
BankBoston 1993 - 1995
Fidelity Investments 1990 - 1993
MetLife 1988 - 1990
Skills
Risk Management, Market Risk, VAR, Enterprise Risk..., Derivatives, Corporate Governance, Strategy, Actuarial Science, Public Speaking
Education
Temple University 1986 — 1988
Master of Science (MS), Mathematics
Arcadia University 1981 — 1985
Bachelor of Science (BS), Chemistry, Mathematics
Self-employed 1995 - Present
BankBoston 1993 - 1995
Fidelity Investments 1990 - 1993
MetLife 1988 - 1990
Skills
Risk Management, Market Risk, VAR, Enterprise Risk..., Derivatives, Corporate Governance, Strategy, Actuarial Science, Public Speaking
Education
Temple University 1986 — 1988
Master of Science (MS), Mathematics
Arcadia University 1981 — 1985
Bachelor of Science (BS), Chemistry, Mathematics
Melissa Patafio Melissa Patafio's Fidelity Investments Experience August 2014 - July 2015
Job Restricted Stock Specialist
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Fidelity Investments August 2014 - July 2015
Charles Schwab October 2013 - June 2014
Charles Schwab September 2011 - October 2013
American Indian Technology International September 2009 - September 2011
Four Seasons Hotels and Resorts 2000 - 2009
Skills
Customer Service, Event Planning, Marketing Communications, Microsoft Excel, Team Building, Event Management, Budgets, Training, Social Media, Leadership, Strategic Planning, Salesforce.com, PowerPoint, Microsoft Office, Hospitality, Public Speaking, Customer Satisfaction, Social Networking, Management, Microsoft Word, Public Relations, Recruiting, Sales, Fundraising, Social Media Marketing, Leadership Development, Coaching, Team Leadership, Administration
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), American Indian/Native American Studies
Charles Schwab July 2015 - Present
Fidelity Investments August 2014 - July 2015
Charles Schwab October 2013 - June 2014
Charles Schwab September 2011 - October 2013
American Indian Technology International September 2009 - September 2011
Four Seasons Hotels and Resorts 2000 - 2009
Skills
Customer Service, Event Planning, Marketing Communications, Microsoft Excel, Team Building, Event Management, Budgets, Training, Social Media, Leadership, Strategic Planning, Salesforce.com, PowerPoint, Microsoft Office, Hospitality, Public Speaking, Customer Satisfaction, Social Networking, Management, Microsoft Word, Public Relations, Recruiting, Sales, Fundraising, Social Media Marketing, Leadership Development, Coaching, Team Leadership, Administration
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), American Indian/Native American Studies
LaVerne Carrick's Fidelity Investments Experience June 2006 - November 2007
Job Consulting Sr. IT Risk Analyst at American Express
Industry Information Technology and Services
Experience
American Express March 2011 - Present
The Enclave Center for Sustainable Living (TECSL) March 2010 - March 2011
IDEXX Laboratories June 2008 - June 2009
Fidelity Investments June 2006 - November 2007
NDC Health Information Services February 2003 - May 2005
NDC Health Information Services February 2001 - January 2003
MCI Worldcom November 1999 - January 2001
NDC Health Information Services December 1996 - October 1999
Skills
Technical Recruiting, Project Management, Public Speaking, Requirements Gathering, PMP, Management, Team Building, Business Coaching, Software Development, Testing, Wellness, Human Resources, Project Planning, Program Management, Start-ups
Education
Arizona State University 1990 — 1990
Arizona Teacher Proficiency, Education, 92%
American Express March 2011 - Present
The Enclave Center for Sustainable Living (TECSL) March 2010 - March 2011
IDEXX Laboratories June 2008 - June 2009
Fidelity Investments June 2006 - November 2007
NDC Health Information Services February 2003 - May 2005
NDC Health Information Services February 2001 - January 2003
MCI Worldcom November 1999 - January 2001
NDC Health Information Services December 1996 - October 1999
Skills
Technical Recruiting, Project Management, Public Speaking, Requirements Gathering, PMP, Management, Team Building, Business Coaching, Software Development, Testing, Wellness, Human Resources, Project Planning, Program Management, Start-ups
Education
Arizona State University 1990 — 1990
Arizona Teacher Proficiency, Education, 92%
Shannon Arel Shannon Arel's Fidelity Investments Experience April 2012 - Present
Job Assistant to Senior Executive at Fidelity Investments
Industry
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments December 2011 - April 2012
Merrimack High School February 2009 - February 2012
Fidelity Investments May 2010 - December 2011
Skills
Microsoft Office, Customer Service, Fixed Income, Public Speaking
Education
Southern New Hampshire University 2007 — 2010
Bachelor of Arts Communication
Arizona State University 2006 — 2007
Bachelor of Arts, Communications, Marketing
Fidelity Investments April 2012 - Present
Fidelity Investments December 2011 - April 2012
Merrimack High School February 2009 - February 2012
Fidelity Investments May 2010 - December 2011
Skills
Microsoft Office, Customer Service, Fixed Income, Public Speaking
Education
Southern New Hampshire University 2007 — 2010
Bachelor of Arts Communication
Arizona State University 2006 — 2007
Bachelor of Arts, Communications, Marketing
Jane Errebo Jane Errebo's Fidelity Investments Experience February 2015 - Present
Job Business Development Manager at Travelzoo
Industry Marketing and Advertising
Experience
Fidelity Investments February 2015 - Present
Travelzoo July 2014 - Present
Remo Tulliani June 2013 - June 2014
Coca-Cola Refreshments June 2011 - June 2013
Arizona State University August 2009 - December 2010
Hyperion Financial, LLC May 2009 - August 2009
Desert Schools Federal Credit Union June 2007 - June 2009
Skills
Sales Operations, Sales, Marketing, Cold Calling, Sales Management, Customer Service, Time Management, Direct Marketing, Sales Process, Microsoft Excel, Social Media, Facebook, Social Media Marketing, PowerPoint, Event Planning, Microsoft Word, Market Research, Marketing Strategy
Education
Arizona State University 2006 — 2010
Bachelor of Science, Marketing, Finance
Fidelity Investments February 2015 - Present
Travelzoo July 2014 - Present
Remo Tulliani June 2013 - June 2014
Coca-Cola Refreshments June 2011 - June 2013
Arizona State University August 2009 - December 2010
Hyperion Financial, LLC May 2009 - August 2009
Desert Schools Federal Credit Union June 2007 - June 2009
Skills
Sales Operations, Sales, Marketing, Cold Calling, Sales Management, Customer Service, Time Management, Direct Marketing, Sales Process, Microsoft Excel, Social Media, Facebook, Social Media Marketing, PowerPoint, Event Planning, Microsoft Word, Market Research, Marketing Strategy
Education
Arizona State University 2006 — 2010
Bachelor of Science, Marketing, Finance
Hugh Blake-Thomas, III's Fidelity Investments Experience 1999 - 2004
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Wells Fargo Advisors 2010 - 2014
UBS 2007 - 2010
National City Bank 2005 - 2007
Comerica Wealth & Institutional Management 2004 - 2005
Fidelity Investments 1999 - 2004
Education
Eastern Michigan University 1993 — 1997
Arizona State University 1992 — 1993
Ameriprise Financial Services, Inc. June 2014 - Present
Wells Fargo Advisors 2010 - 2014
UBS 2007 - 2010
National City Bank 2005 - 2007
Comerica Wealth & Institutional Management 2004 - 2005
Fidelity Investments 1999 - 2004
Education
Eastern Michigan University 1993 — 1997
Arizona State University 1992 — 1993
Matt Friedl's Fidelity Investments Experience January 2013 - August 2013
Job Student at Arizona State University
Industry
Experience
Arizona State University January 2014 - Present
Fidelity Investments January 2013 - August 2013
US Army July 2009 - October 2012
Skills
Leadership, Leadership Development, Military Experience, Team Building, Critical Thinking, Military, Program Management
Education
Arizona State University 2013 — 2018
University of Wisconsin-Parkside 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Arizona State University January 2014 - Present
Fidelity Investments January 2013 - August 2013
US Army July 2009 - October 2012
Skills
Leadership, Leadership Development, Military Experience, Team Building, Critical Thinking, Military, Program Management
Education
Arizona State University 2013 — 2018
University of Wisconsin-Parkside 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Zachary Roos Zachary Roos's Fidelity Investments Experience June 2013 - June 2014
Job Stealz, Inc.
Industry Marketing and Advertising
Experience
Stealz, Inc. February 2015 - Present
Fidelity Investments June 2013 - June 2014
Canteen Vending February 2013 - April 2013
Be Active Appalachian Partnership May 2012 - December 2012
Appalachian State Athletics Office May 2011 - August 2011
Paolucci's Italian Bar and Grill September 2010 - May 2011
Be Active Appalachian Partnership May 2010 - August 2010
Skills
Proficient in public..., Experienced with taking..., Grant Writing, Properly administer..., Microsoft Office
Education
Appalachian State University 2007 — 2012
BS, Health Promotion
Stealz, Inc. February 2015 - Present
Fidelity Investments June 2013 - June 2014
Canteen Vending February 2013 - April 2013
Be Active Appalachian Partnership May 2012 - December 2012
Appalachian State Athletics Office May 2011 - August 2011
Paolucci's Italian Bar and Grill September 2010 - May 2011
Be Active Appalachian Partnership May 2010 - August 2010
Skills
Proficient in public..., Experienced with taking..., Grant Writing, Properly administer..., Microsoft Office
Education
Appalachian State University 2007 — 2012
BS, Health Promotion
Art Bascomb Art Bascomb's Fidelity Investments Experience 1999 - 2000
Job Sr. Analyst at Prentice Capital
Industry Investment Management
Experience
Prentice Capital June 2014 - Present
Allianz Global Investors 2005 - 2013
CIBC World Markets 2002 - 2005
Fidelity Investments 1999 - 2000
AIG SunAmerica 1994 - 1999
Skills
Equities, Valuation, Equity Research, Financial Modeling, Investments, Asset Managment, Portfolio Management, Equity Valuation, Series 7, E-commerce, Financial Analysis, Strategy, Competitive Analysis, Asset Management, Mutual Funds, Hedge Funds, Mergers & Acquisitions
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2002
M.B.A., Finance
Arizona State University 1989 — 1991
B.A., Organizational Communication
Prentice Capital June 2014 - Present
Allianz Global Investors 2005 - 2013
CIBC World Markets 2002 - 2005
Fidelity Investments 1999 - 2000
AIG SunAmerica 1994 - 1999
Skills
Equities, Valuation, Equity Research, Financial Modeling, Investments, Asset Managment, Portfolio Management, Equity Valuation, Series 7, E-commerce, Financial Analysis, Strategy, Competitive Analysis, Asset Management, Mutual Funds, Hedge Funds, Mergers & Acquisitions
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2002
M.B.A., Finance
Arizona State University 1989 — 1991
B.A., Organizational Communication
Ryan Allison Ryan Allison's Fidelity Investments Experience March 2012 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments August 2008 - March 2012
Fidelity Investments June 2007 - August 2008
The Newport Group October 2002 - June 2007
The Vanguard Group September 1999 - October 2002
The Vanguard Group July 1998 - September 1999
Skills
Retirement Planning, Defined Benefit, Mutual Funds, CRM, Management, 401k, Project Management, Customer Service, Retirement, Investments, Financial Services, Series 63, Series 7, Strategic Planning, Strategy
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Arizona State University 1995 — 1998
BA, Political Science
Fidelity Investments March 2012 - Present
Fidelity Investments August 2008 - March 2012
Fidelity Investments June 2007 - August 2008
The Newport Group October 2002 - June 2007
The Vanguard Group September 1999 - October 2002
The Vanguard Group July 1998 - September 1999
Skills
Retirement Planning, Defined Benefit, Mutual Funds, CRM, Management, 401k, Project Management, Customer Service, Retirement, Investments, Financial Services, Series 63, Series 7, Strategic Planning, Strategy
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Arizona State University 1995 — 1998
BA, Political Science
Anne Cox's Fidelity Investments Experience June 2004 - September 2006
Job
Industry Hospitality
Experience
Caesars Entertainment Corporation March 2014 - Present
Caesars Entertainment Corporation September 2012 - March 2014
Caesars Entertainment September 2010 - September 2012
United Capital Finanical Partners, Inc September 2009 - September 2010
Financial Solutions Inc. March 2008 - March 2009
Wells Fargo September 2006 - March 2008
Fidelity Investments June 2004 - September 2006
MassMutual May 2001 - August 2003
Skills
Strategic Financial..., Financial Analysis, Risk Management, Budgets, Analysis, Accounting, Finance, Retirement Planning, Valuation, Financial Modeling, Strategic Planning, Business Development, Process Improvement, Forecasting, Asset Managment, Portfolio Management, Cash Flow, Retirement, Financial Reporting, Insurance, 401k
Education
Colorado State University 2011 — 2014
Master of Business Administration (MBA)
American Institute of Holistic Theology 2009 — 2010
Master of Science, Holistic Heath
University of Nevada-Las Vegas 2005 — 2005
Executive Certificate in Financial Planning
Aquinas College 1999 — 2001
Bachelor of Science, Business Administration
Caesars Entertainment Corporation March 2014 - Present
Caesars Entertainment Corporation September 2012 - March 2014
Caesars Entertainment September 2010 - September 2012
United Capital Finanical Partners, Inc September 2009 - September 2010
Financial Solutions Inc. March 2008 - March 2009
Wells Fargo September 2006 - March 2008
Fidelity Investments June 2004 - September 2006
MassMutual May 2001 - August 2003
Skills
Strategic Financial..., Financial Analysis, Risk Management, Budgets, Analysis, Accounting, Finance, Retirement Planning, Valuation, Financial Modeling, Strategic Planning, Business Development, Process Improvement, Forecasting, Asset Managment, Portfolio Management, Cash Flow, Retirement, Financial Reporting, Insurance, 401k
Education
Colorado State University 2011 — 2014
Master of Business Administration (MBA)
American Institute of Holistic Theology 2009 — 2010
Master of Science, Holistic Heath
University of Nevada-Las Vegas 2005 — 2005
Executive Certificate in Financial Planning
Aquinas College 1999 — 2001
Bachelor of Science, Business Administration
Wade Wootton Wade Wootton's Fidelity Investments Experience June 1993 - Present
Job VP of Client Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1993 - Present
Charter Hospitals April 1986 - June 1993
Skills
Series 7, Series 63, Series 24, Series 4, Series 8, Mutual Funds, Wealth Management, Strategic Leadership, Financial Services, Series 6, Cross-functional..., Securities, Investment Advisory, FINRA
Education
Arizona State University 1990 — 1992
Bachelor of Science, Management
Brigham Young University 1980 — 1983
Undergrad, Physical Therapy
Provo High School
Fidelity Investments June 1993 - Present
Charter Hospitals April 1986 - June 1993
Skills
Series 7, Series 63, Series 24, Series 4, Series 8, Mutual Funds, Wealth Management, Strategic Leadership, Financial Services, Series 6, Cross-functional..., Securities, Investment Advisory, FINRA
Education
Arizona State University 1990 — 1992
Bachelor of Science, Management
Brigham Young University 1980 — 1983
Undergrad, Physical Therapy
Provo High School
James Matthew Brecher James Matthew Brecher's Fidelity Investments Experience January 2013 - July 2014
Job Internal Wholesaler at First Trust
Industry Financial Services
Experience
First Trust April 2015 - Present
Bank of America July 2014 - April 2015
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2012 - April 2013
Vanguard January 2011 - April 2012
Vanguard July 2010 - January 2011
Vanguard August 2008 - July 2010
Skills
Series 7, Series 63, Series 6, Mutual Funds, Series 66, Finance, Retirement, Investment Strategies, 401k, Investor Relations, Relationship Marketing, Business Relationship..., Sales Process, Investments, Sales
Education
Arizona State University 2000 — 2004
Bachelor of Science (BS), Criminal Justice Studies
Fountain Hills High School 1996 — 2000
First Trust April 2015 - Present
Bank of America July 2014 - April 2015
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2012 - April 2013
Vanguard January 2011 - April 2012
Vanguard July 2010 - January 2011
Vanguard August 2008 - July 2010
Skills
Series 7, Series 63, Series 6, Mutual Funds, Series 66, Finance, Retirement, Investment Strategies, 401k, Investor Relations, Relationship Marketing, Business Relationship..., Sales Process, Investments, Sales
Education
Arizona State University 2000 — 2004
Bachelor of Science (BS), Criminal Justice Studies
Fountain Hills High School 1996 — 2000
Anthony Agrait Anthony Agrait's Fidelity Investments Experience June 2012 - September 2012
Job Talent Strategy Consultant at PLS Logistics
Industry Financial Services
Experience
ALPFA at ASU Foundation January 2015 - Present
PLS Logistics Services October 2014 - Present
Morgan Stanley June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
Fidelity Investments June 2012 - September 2012
Credit Suisse May 2012 - May 2012
Morgan Stanley April 2012 - April 2012
Edward Jones November 2011 - April 2012
Arden Reed August 2011 - April 2012
Goldman Sachs June 2011 - June 2011
Education
Arizona State University, W. P. Carey School of Business
B.S., Economics & Management
ALPFA at ASU Foundation January 2015 - Present
PLS Logistics Services October 2014 - Present
Morgan Stanley June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
Fidelity Investments June 2012 - September 2012
Credit Suisse May 2012 - May 2012
Morgan Stanley April 2012 - April 2012
Edward Jones November 2011 - April 2012
Arden Reed August 2011 - April 2012
Goldman Sachs June 2011 - June 2011
Education
Arizona State University, W. P. Carey School of Business
B.S., Economics & Management
Amy Gustavsson Amy Gustavsson's Fidelity Investments Experience September 2005 - April 2007
Job at Harvard University
Industry Higher Education
Experience
Harvard University June 2010 - Present
Harvard University December 2007 - June 2010
Fidelity Investments September 2005 - April 2007
Skills
Financial Analysis, Financial Modeling, Managerial Finance, Economics, Internal Controls, Analysis, Finance, Data Analysis, Microsoft Excel, Valuation, PeopleSoft, Forecasting, Strategic Financial..., Leadership, Program Management, Financial Reporting, Accounting, Change Management, Financial Accounting, Budgets, Due Diligence, Risk Management, Strategic Planning
Education
Providence College 2002 — 2005
B.S, Finance
Arizona State University 2001 — 2002
Harvard University
Master's, General Management
St. Anthony's High School
Harvard University June 2010 - Present
Harvard University December 2007 - June 2010
Fidelity Investments September 2005 - April 2007
Skills
Financial Analysis, Financial Modeling, Managerial Finance, Economics, Internal Controls, Analysis, Finance, Data Analysis, Microsoft Excel, Valuation, PeopleSoft, Forecasting, Strategic Financial..., Leadership, Program Management, Financial Reporting, Accounting, Change Management, Financial Accounting, Budgets, Due Diligence, Risk Management, Strategic Planning
Education
Providence College 2002 — 2005
B.S, Finance
Arizona State University 2001 — 2002
Harvard University
Master's, General Management
St. Anthony's High School
Wayne Antoine Wayne Antoine's Fidelity Investments Experience January 2006 - November 2009
Job Client Service Analyst SR Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
Mercer December 2010 - June 2013
Fidelity Investments January 2006 - November 2009
Fidelity Investments August 2006 - November 2008
National Financial Services Group August 2006 - December 2006
Fidelity Investments January 2006 - July 2006
Fidelity Investment January 2006 - July 2006
Citigroup January 2006 - July 2006
Veritude August 2002 - December 2005
Veritude August 2002 - December 2005
Skills
Government Liaison, Analysis, Management, Leadership, Program Management, Cross-functional Team..., Budgets, Finance, Team Leadership, Marketing, Sales, Customer Service, Financial Services, Financial Analysis, Investments, Securities, Microsoft Office
Education
University of Florida 1999 — 2002
Bachelor of Science (BS), Physiology, Pathology and Related Sciences
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
Arkansas State University
Satellite East
New York Life Insurance Company December 2013 - Present
Mercer December 2010 - June 2013
Fidelity Investments January 2006 - November 2009
Fidelity Investments August 2006 - November 2008
National Financial Services Group August 2006 - December 2006
Fidelity Investments January 2006 - July 2006
Fidelity Investment January 2006 - July 2006
Citigroup January 2006 - July 2006
Veritude August 2002 - December 2005
Veritude August 2002 - December 2005
Skills
Government Liaison, Analysis, Management, Leadership, Program Management, Cross-functional Team..., Budgets, Finance, Team Leadership, Marketing, Sales, Customer Service, Financial Services, Financial Analysis, Investments, Securities, Microsoft Office
Education
University of Florida 1999 — 2002
Bachelor of Science (BS), Physiology, Pathology and Related Sciences
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
Arkansas State University
Satellite East
Andrew Reagan Andrew Reagan's Fidelity Investments Experience November 2008 - March 2010
Job Student at UNH LAW
Industry Law Practice
Experience
UNH LAW Criminal/Civil Practice ClinicUNH School of LawMay 2013 - Present
Fidelity Investments November 2008 - March 2010
Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Westlaw, Litigation, Social Media, Teamwork, Customer Service, Civil Litigation, English
Education
University of New Hampshire 2012 — 2014
Juris Doctor
Arizona State University College of Law 2010 — 2011
law
University of Richmond 2005 — 2008
BA, English
UNH LAW Criminal/Civil Practice ClinicUNH School of LawMay 2013 - Present
Fidelity Investments November 2008 - March 2010
Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Westlaw, Litigation, Social Media, Teamwork, Customer Service, Civil Litigation, English
Education
University of New Hampshire 2012 — 2014
Juris Doctor
Arizona State University College of Law 2010 — 2011
law
University of Richmond 2005 — 2008
BA, English
Meredith Manz Meredith Manz's Fidelity Investments Experience August 2005 - December 2006
Job Marketing Communications Specialist
Industry Financial Services
Experience
Liberty Home Equity Solutions November 2011 - May 2014
JCPenney Corporate March 2009 - June 2010
Fidelity Investments August 2005 - December 2006
Fidelity Investments April 2003 - August 2005
Skills
Cross-functional Team..., Customer Service, Leadership, PowerPoint, Market Research, Performance Measurement, Accounting, Analysis, Forecasting, Operations Management, Vendor Management, Team Leadership, Financial Analysis, Process Improvement, Team Building, Project Management, Microsoft Office, Data Analysis, Business Analysis, Budgets, Strategic Planning, Training, Finance, Marketing, Business Process..., Copy Editing, Customer Satisfaction, Complaint Investigations, Complaince
Education
Arizona State University - W. P. Carey School of Business
MBA
California State University-Chico
BA
Liberty Home Equity Solutions November 2011 - May 2014
JCPenney Corporate March 2009 - June 2010
Fidelity Investments August 2005 - December 2006
Fidelity Investments April 2003 - August 2005
Skills
Cross-functional Team..., Customer Service, Leadership, PowerPoint, Market Research, Performance Measurement, Accounting, Analysis, Forecasting, Operations Management, Vendor Management, Team Leadership, Financial Analysis, Process Improvement, Team Building, Project Management, Microsoft Office, Data Analysis, Business Analysis, Budgets, Strategic Planning, Training, Finance, Marketing, Business Process..., Copy Editing, Customer Satisfaction, Complaint Investigations, Complaince
Education
Arizona State University - W. P. Carey School of Business
MBA
California State University-Chico
BA
Jhullian Donawa's Fidelity Investments Experience August 2012 - July 2013
Job Senior AntiMoney Laundering Analyst at CitiBank
Industry Government Administration
Experience
Citi February 2015 - Present
Broward Sheriff's Office August 2014 - December 2014
Jacksonville Sheriff's Office January 2014 - August 2014
United States Marine Corps Reserves May 2007 - July 2014
Fidelity Investments August 2012 - July 2013
Skills
Public Safety, Law Enforcement, Research, Strategic Planning, Investigation, Training, Policy, Typing, Beginner to..., Legal Research, Distributed Systems, cargo handling, Public Administration, Government..., Legal Issues, Legal Writing, Logistics Management, Distribution Logistics, Court Proceedings, Federal Government, Transportation, Military Operations, Human Resources, Strategic Human..., Homeland Defense, Public Relations, Public Policy, Public Health, HR Consulting, Supply Chain Management, Supply Chain..., Supply Chain, Public Affairs, Legal Documents, Administrative Law, Typist, 85+ WPM Typing Abilities, Budget Management
Education
Penn State University 2013 — 2015
Master’s Degree, Master's in Public Administration, 3.81
Arizona State University 2014 — 2014
Bachelor's Degree, Spanish Language and Literature, 4.0
University of North Florida 2007 — 2012
Bachelor's Degree, Criminal Justice/Political Science, 3.24
Citi February 2015 - Present
Broward Sheriff's Office August 2014 - December 2014
Jacksonville Sheriff's Office January 2014 - August 2014
United States Marine Corps Reserves May 2007 - July 2014
Fidelity Investments August 2012 - July 2013
Skills
Public Safety, Law Enforcement, Research, Strategic Planning, Investigation, Training, Policy, Typing, Beginner to..., Legal Research, Distributed Systems, cargo handling, Public Administration, Government..., Legal Issues, Legal Writing, Logistics Management, Distribution Logistics, Court Proceedings, Federal Government, Transportation, Military Operations, Human Resources, Strategic Human..., Homeland Defense, Public Relations, Public Policy, Public Health, HR Consulting, Supply Chain Management, Supply Chain..., Supply Chain, Public Affairs, Legal Documents, Administrative Law, Typist, 85+ WPM Typing Abilities, Budget Management
Education
Penn State University 2013 — 2015
Master’s Degree, Master's in Public Administration, 3.81
Arizona State University 2014 — 2014
Bachelor's Degree, Spanish Language and Literature, 4.0
University of North Florida 2007 — 2012
Bachelor's Degree, Criminal Justice/Political Science, 3.24
Jim Baka's Fidelity Investments Experience May 1995 - March 2003
Job President, Calamos Wealth Management
Industry Investment Management
Experience
Calamos Wealth Management March 2003 - Present
Calamos Investments March 2003 - Present
Calamos Investments June 2004 - January 2007
Fidelity Investments May 1995 - March 2003
Hamilton Investments February 1992 - March 1995
Skills
P&L Management, Team Building, Strategic Planning, New Business Development, Competitive Analysis, Alternative Investments, Portfolio Management, Marketing Strategy, Strategic Partnerships, Management, Morningstar, Investments, Sales, Marketing, Wealth Management, Leadership, Series 7, Asset Allocation, Mutual Funds, Series 63, Investment Management
Education
Arizona State University 1985 — 1989
B.S., Finance, Management
Calamos Wealth Management March 2003 - Present
Calamos Investments March 2003 - Present
Calamos Investments June 2004 - January 2007
Fidelity Investments May 1995 - March 2003
Hamilton Investments February 1992 - March 1995
Skills
P&L Management, Team Building, Strategic Planning, New Business Development, Competitive Analysis, Alternative Investments, Portfolio Management, Marketing Strategy, Strategic Partnerships, Management, Morningstar, Investments, Sales, Marketing, Wealth Management, Leadership, Series 7, Asset Allocation, Mutual Funds, Series 63, Investment Management
Education
Arizona State University 1985 — 1989
B.S., Finance, Management
Patrick Lane Greer Patrick Lane Greer's Fidelity Investments Experience December 2010 - Present
Job Inheritor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Fidelity Investments October 2007 - December 2010
ABN AMRO Bank N.V. 2004 - 2007
Select Portfolio Services 2003 - 2004
Sprint 1998 - 2002
Skills
Series 7, Series 63, Mutual Funds, Investments, Equities, Retirement Planning, Securities, Bloomberg, Wealth Management, Portfolio Management, Retirement, Fixed Income, Asset Allocation, Strategic Financial..., Asset Management
Education
Arizona State University
Bachelor of Arts (B.A.), French, Architectural History
University of Arizona
Bachelor of Arts and Sciences, French, Architectural History
Fidelity Investments December 2010 - Present
Fidelity Investments October 2007 - December 2010
ABN AMRO Bank N.V. 2004 - 2007
Select Portfolio Services 2003 - 2004
Sprint 1998 - 2002
Skills
Series 7, Series 63, Mutual Funds, Investments, Equities, Retirement Planning, Securities, Bloomberg, Wealth Management, Portfolio Management, Retirement, Fixed Income, Asset Allocation, Strategic Financial..., Asset Management
Education
Arizona State University
Bachelor of Arts (B.A.), French, Architectural History
University of Arizona
Bachelor of Arts and Sciences, French, Architectural History
Laura Rodrigues Ammon Laura Rodrigues Ammon's Fidelity Investments Experience June 2000 - May 2003
Job Senior BSA at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2012 - Present
Project Consulting Group July 2011 - October 2013
Ameriprise Financial Services, Inc. July 2011 - April 2012
Laura Ammon Photography June 2008 - July 2011
Target 2007 - 2007
Fidelity Investments June 2000 - May 2003
Exodus Communications 1999 - 2001
Calyber Contracting 1996 - 1997
Skills
Visio, Clarity, Quality Center, Trade Flow, Integration, Software Documentation, Business Requirements, Business Process, Process Improvement, Testing, Databases, Oracle, Gap Analysis, Requirements Gathering, Trading, Vendor Management, Requirements Analysis, Business Analysis
Education
Arizona State University 1991 — 1996
Bachelor's degree
Wells Fargo Home Mortgage April 2012 - Present
Project Consulting Group July 2011 - October 2013
Ameriprise Financial Services, Inc. July 2011 - April 2012
Laura Ammon Photography June 2008 - July 2011
Target 2007 - 2007
Fidelity Investments June 2000 - May 2003
Exodus Communications 1999 - 2001
Calyber Contracting 1996 - 1997
Skills
Visio, Clarity, Quality Center, Trade Flow, Integration, Software Documentation, Business Requirements, Business Process, Process Improvement, Testing, Databases, Oracle, Gap Analysis, Requirements Gathering, Trading, Vendor Management, Requirements Analysis, Business Analysis
Education
Arizona State University 1991 — 1996
Bachelor's degree
Tammy Preble, CPLP Tammy Preble, CPLP's Fidelity Investments Experience August 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
RadioShack July 2011 - August 2012
Radio Shack Corporation December 2009 - July 2011
Independent Consultant June 2009 - November 2009
Discount Tire Company August 1996 - May 2009
American Society for Training & Development - Valley of the Sun Chapter January 2008 - December 2008
Documents Online December 1992 - August 1996
Skills
Distance Learning, Leadership Development, Evaluation, Organizational..., Knowledge Management, Training Needs Analysis
Education
Arizona State University 1989 — 1992
Masters
Fidelity Investments August 2012 - Present
RadioShack July 2011 - August 2012
Radio Shack Corporation December 2009 - July 2011
Independent Consultant June 2009 - November 2009
Discount Tire Company August 1996 - May 2009
American Society for Training & Development - Valley of the Sun Chapter January 2008 - December 2008
Documents Online December 1992 - August 1996
Skills
Distance Learning, Leadership Development, Evaluation, Organizational..., Knowledge Management, Training Needs Analysis
Education
Arizona State University 1989 — 1992
Masters
Chris Jaussi Chris Jaussi's Fidelity Investments Experience July 1993 - April 1994
Job Managing Director USA and Canada
Industry Construction
Experience
Fischer January 2015 - Present
Timberhawk Homes June 2004 - December 2014
Hilti Brazil June 2002 - June 2005
Hilti Brazil January 2002 - June 2002
Jaussi & Goss Construction, Inc April 1994 - December 1999
Fidelity Investments July 1993 - April 1994
Skills
Latin America, Portuguese, Construction, Land Development, Lean Construction, Real Estate Development, Lean Manufacturing, Construction Management, Marketing, Brazilian Portuguese, Panel Building, Latin American Business, Component Architecture, Green Building, Sales, Competitive Analysis, New Business Development, Business Planning, Contract Negotiation, Program Management, Marketing Strategy, Entrepreneurship, CRM, Contractors, Sales Management, Start-ups, Market Planning, Project Management, Pricing, Email Marketing, P&L Management, Advertising, Business Strategy, Business Development, Negotiation
Education
Arizona State University 2000 — 2002
MBA
University of Utah 1992 — 1996
Bachelor's Degree, Business Communication, 3.80
Fischer January 2015 - Present
Timberhawk Homes June 2004 - December 2014
Hilti Brazil June 2002 - June 2005
Hilti Brazil January 2002 - June 2002
Jaussi & Goss Construction, Inc April 1994 - December 1999
Fidelity Investments July 1993 - April 1994
Skills
Latin America, Portuguese, Construction, Land Development, Lean Construction, Real Estate Development, Lean Manufacturing, Construction Management, Marketing, Brazilian Portuguese, Panel Building, Latin American Business, Component Architecture, Green Building, Sales, Competitive Analysis, New Business Development, Business Planning, Contract Negotiation, Program Management, Marketing Strategy, Entrepreneurship, CRM, Contractors, Sales Management, Start-ups, Market Planning, Project Management, Pricing, Email Marketing, P&L Management, Advertising, Business Strategy, Business Development, Negotiation
Education
Arizona State University 2000 — 2002
MBA
University of Utah 1992 — 1996
Bachelor's Degree, Business Communication, 3.80
Madison Cavanagh-Mailloux's Fidelity Investments Experience September 2014 - August 2015
Job Student, MS Finance, W.P. Carey School of Business
Industry Financial Services
Experience
Fidelity Investments September 2014 - August 2015
Fidelity Investments July 2013 - August 2014
City of Scottsdale January 2013 - May 2013
Eddie's House November 2011 - May 2013
Seasons 52 October 2010 - May 2013
Skills
Finance, Series 7 and 63 licensed, Microsoft Excel, Microsoft Word, Customer Service, Communication, People Skills, Microsoft Office, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master’s Degree, Master of Science in Finance
Arizona State University 2013 — 2014
Bachelor’s Degree, Finance
Scottsdale Community College 2011 — 2012
Associate of Science (A.S.), Business
Fidelity Investments September 2014 - August 2015
Fidelity Investments July 2013 - August 2014
City of Scottsdale January 2013 - May 2013
Eddie's House November 2011 - May 2013
Seasons 52 October 2010 - May 2013
Skills
Finance, Series 7 and 63 licensed, Microsoft Excel, Microsoft Word, Customer Service, Communication, People Skills, Microsoft Office, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master’s Degree, Master of Science in Finance
Arizona State University 2013 — 2014
Bachelor’s Degree, Finance
Scottsdale Community College 2011 — 2012
Associate of Science (A.S.), Business
Mindy Lynerd's Fidelity Investments Experience August 2014 - Present
Job
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments July 2007 - August 2014
Wells Fargo November 2001 - November 2006
Skills
Close Attention to..., Financial Services, Communication, Microsoft Applications, Organization, Meeting deadlines, Ability to present..., Create resources and..., Employee Training, Call Centers, Process Improvement
Education
Arizona State University
Bachelor's degree, Communication, General
Fidelity Investments August 2014 - Present
Fidelity Investments July 2007 - August 2014
Wells Fargo November 2001 - November 2006
Skills
Close Attention to..., Financial Services, Communication, Microsoft Applications, Organization, Meeting deadlines, Ability to present..., Create resources and..., Employee Training, Call Centers, Process Improvement
Education
Arizona State University
Bachelor's degree, Communication, General
Lynne Marie Mangan's Fidelity Investments Experience June 1989 - August 1991
Job Musician/Educator; Business Analyst, Webmaster
Industry Performing Arts
Experience
Siena Heights University August 2014 - Present
Great Lakes Consort and Independent Musician December 1985 - Present
Freelance 2010 - Present
Wayne State University January 2014 - Present
TrevCo-Varner Music August 2012 - Present
Bowling Green State University August 2012 - May 2013
UMKC August 2011 - May 2012
Unisys November 1996 - November 2005
Trimble Associates, Ltd. October 1995 - September 1996
Fidelity Investments June 1989 - August 1991
Skills
Classical, Orchestral Music, Band, Music Education, Music, Software Documentation, Teaching, Music Theory, Ensemble, Conducting, Editing, Piano, Staff Development, Arts Administration, Composition, Microsoft Office, Advising, College Teaching, Entrepreneurship..., Event Planning, Grant Writing, musical instrument..., Consulting, Training, Research, Musical Theatre, Event Management, Written & Oral..., Fundraising, Website Development, Technical Documentation, Coaching, Music Publishing, Music Industry, Marketing, Business Process..., Project Management, Presentation Development, Process Analysis, Auditing, Iso 9000, Technical Writing, Professional Mentoring, ITIL, COBIT, Chamber Music, Performing Arts, Website Promotion, Photoshop, Bands
Education
University of Missouri-Kansas City 2011 — 2015
DMA, Music - Oboe
Arizona State University 1994 — 1995
Masters, Music
Arizona State University 1991 — 1994
Bachelor, Music
Harvard University 1990 — 1991
Business Writing and Journalism
Lakeland High School
Diploma
Siena Heights University August 2014 - Present
Great Lakes Consort and Independent Musician December 1985 - Present
Freelance 2010 - Present
Wayne State University January 2014 - Present
TrevCo-Varner Music August 2012 - Present
Bowling Green State University August 2012 - May 2013
UMKC August 2011 - May 2012
Unisys November 1996 - November 2005
Trimble Associates, Ltd. October 1995 - September 1996
Fidelity Investments June 1989 - August 1991
Skills
Classical, Orchestral Music, Band, Music Education, Music, Software Documentation, Teaching, Music Theory, Ensemble, Conducting, Editing, Piano, Staff Development, Arts Administration, Composition, Microsoft Office, Advising, College Teaching, Entrepreneurship..., Event Planning, Grant Writing, musical instrument..., Consulting, Training, Research, Musical Theatre, Event Management, Written & Oral..., Fundraising, Website Development, Technical Documentation, Coaching, Music Publishing, Music Industry, Marketing, Business Process..., Project Management, Presentation Development, Process Analysis, Auditing, Iso 9000, Technical Writing, Professional Mentoring, ITIL, COBIT, Chamber Music, Performing Arts, Website Promotion, Photoshop, Bands
Education
University of Missouri-Kansas City 2011 — 2015
DMA, Music - Oboe
Arizona State University 1994 — 1995
Masters, Music
Arizona State University 1991 — 1994
Bachelor, Music
Harvard University 1990 — 1991
Business Writing and Journalism
Lakeland High School
Diploma
Nancy Frick's Fidelity Investments Experience September 2005 - October 2009
Job VP of Analysis at RMO Technologies
Industry Computer Software
Experience
RMO Technologies April 2015 - Present
RMO Technologies November 2013 - March 2015
RMO Technologies March 2012 - October 2013
RMO Technologies November 2009 - January 2012
Fidelity Investments September 2005 - October 2009
Veritude September 2007 - July 2008
Veritude January 2005 - July 2007
Echelon Group, LLC March 1999 - June 2005
Infosage Corporation May 1995 - May 1998
Quincy Street Corporation July 1990 - May 1994
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Software Requirements, Product Requirements, Agile, Systems Analysis, Agile Methodologies, Testing, Visio, Business Requirements, JIRA, Requirements Management, Business Intelligence, System Requirements, Cross-functional Team..., Project Portfolio..., Data Warehousing, Quality Center, SharePoint, Enterprise Architecture, Agile Project Management, User Acceptance Testing, Release Management, Documentation, Test Cases, Blueprint Requirements..., RMO Requirements..., Oracle SQL, Informatica, MS Office Suite, Visual Studio, SaaS, Crystal Reports, Requirements..., Test Automation, Sybase, Test Management, Test Planning, Release, Data Analysis, Data Mining, Use Case Analysis, Process Flow, Functional..., Functional Design, Functional Analysis, MS Project, Cross-functional...
Education
Boston University 2009 — 2010
Business Analysis Certification, Business Analysis
InQuestra 2010 — 2010
Business Systems Analyst Certificate (BSAC), Requirements Analysis
Arizona State University 1983 — 1987
BS, Computer Science Engineering
RMO Technologies April 2015 - Present
RMO Technologies November 2013 - March 2015
RMO Technologies March 2012 - October 2013
RMO Technologies November 2009 - January 2012
Fidelity Investments September 2005 - October 2009
Veritude September 2007 - July 2008
Veritude January 2005 - July 2007
Echelon Group, LLC March 1999 - June 2005
Infosage Corporation May 1995 - May 1998
Quincy Street Corporation July 1990 - May 1994
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Software Requirements, Product Requirements, Agile, Systems Analysis, Agile Methodologies, Testing, Visio, Business Requirements, JIRA, Requirements Management, Business Intelligence, System Requirements, Cross-functional Team..., Project Portfolio..., Data Warehousing, Quality Center, SharePoint, Enterprise Architecture, Agile Project Management, User Acceptance Testing, Release Management, Documentation, Test Cases, Blueprint Requirements..., RMO Requirements..., Oracle SQL, Informatica, MS Office Suite, Visual Studio, SaaS, Crystal Reports, Requirements..., Test Automation, Sybase, Test Management, Test Planning, Release, Data Analysis, Data Mining, Use Case Analysis, Process Flow, Functional..., Functional Design, Functional Analysis, MS Project, Cross-functional...
Education
Boston University 2009 — 2010
Business Analysis Certification, Business Analysis
InQuestra 2010 — 2010
Business Systems Analyst Certificate (BSAC), Requirements Analysis
Arizona State University 1983 — 1987
BS, Computer Science Engineering
Michelle Sacher Likovich Michelle Sacher Likovich's Fidelity Investments Experience October 2007 - March 2011
Job Principal Consultant at Oracle
Industry Human Resources
Experience
Oracle June 2012 - Present
Taleo October 2011 - June 2012
Peoplefluent March 2011 - October 2011
Fidelity Investments October 2007 - March 2011
Fidelity Investments January 2007 - October 2007
Fidelity Investments January 2006 - December 2006
Fidelity Investments May 2005 - December 2006
Fidelity Investments January 2005 - April 2005
International Business Machines (IBM) May 2003 - December 2004
IBM October 2001 - April 2003
Skills
Process Improvement, Talent Management, Business Analysis, Requirements Gathering, Performance Management, Onboarding, Project Management, Talent Acquisition, Change Management, Software Implementation, Compensation, HCM
Education
The Ohio State University Fisher College of Business 1998 — 2000
Masters, Labor & Human Resources
Arizona State University 1991 — 1994
BS, English and Sociology
Oracle June 2012 - Present
Taleo October 2011 - June 2012
Peoplefluent March 2011 - October 2011
Fidelity Investments October 2007 - March 2011
Fidelity Investments January 2007 - October 2007
Fidelity Investments January 2006 - December 2006
Fidelity Investments May 2005 - December 2006
Fidelity Investments January 2005 - April 2005
International Business Machines (IBM) May 2003 - December 2004
IBM October 2001 - April 2003
Skills
Process Improvement, Talent Management, Business Analysis, Requirements Gathering, Performance Management, Onboarding, Project Management, Talent Acquisition, Change Management, Software Implementation, Compensation, HCM
Education
The Ohio State University Fisher College of Business 1998 — 2000
Masters, Labor & Human Resources
Arizona State University 1991 — 1994
BS, English and Sociology
Stacy Jorgenson Stacy Jorgenson's Fidelity Investments Experience 2008 - 2008
Job Recruiter at Accenture Federal Services
Industry Human Resources
Experience
Accenture February 2015 - Present
Verizon Wireless 2008 - 2012
Fidelity Investments 2008 - 2008
Bank of America 2006 - 2008
Banner Desert Medical Center 2003 - 2006
Skills
College Recruiting, Talent Acquisition, Applicant Tracking..., Employee Relations, Onboarding, Recruiting, Talent Management, Human Resources, HRIS, Technical Recruiting, Temporary Placement, Internet Recruiting, Staffing Services, Interviews, New Hire Orientations, Taleo, Hiring, PeopleSoft, Sourcing, Screening Resumes, Contract Recruitment, Cold Calling, Screening, Job Fairs, Resume Writing, Employee Engagement, HR Policies, Employer Branding, Permanent Placement, Behavioral Interviewing, Customer Retention, Building Relationships, Sales, Benefits Administration, Employee Benefits, Temporary Staffing
Education
Arizona State University
BS, Business Administration
Accenture February 2015 - Present
Verizon Wireless 2008 - 2012
Fidelity Investments 2008 - 2008
Bank of America 2006 - 2008
Banner Desert Medical Center 2003 - 2006
Skills
College Recruiting, Talent Acquisition, Applicant Tracking..., Employee Relations, Onboarding, Recruiting, Talent Management, Human Resources, HRIS, Technical Recruiting, Temporary Placement, Internet Recruiting, Staffing Services, Interviews, New Hire Orientations, Taleo, Hiring, PeopleSoft, Sourcing, Screening Resumes, Contract Recruitment, Cold Calling, Screening, Job Fairs, Resume Writing, Employee Engagement, HR Policies, Employer Branding, Permanent Placement, Behavioral Interviewing, Customer Retention, Building Relationships, Sales, Benefits Administration, Employee Benefits, Temporary Staffing
Education
Arizona State University
BS, Business Administration
Shannon Burgett Shannon Burgett's Fidelity Investments Experience November 2011 - Present
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Piedmont Capital Distributors April 2011 - November 2011
Nationwide Insurance May 2010 - April 2011
LPL Financial April 2009 - May 2010
Allianz Life January 2008 - March 2009
Evergreen Investments November 2005 - January 2008
Evergreen Investments March 2002 - November 2005
First Union Securities May 1999 - March 2002
First Union National Bank October 1998 - May 1999
First Union National Bank September 1997 - October 1998
Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning
Education
Appalachian State University 1993 — 1996
BS, Industrial/Organizational Psychology
Fidelity Investments November 2011 - Present
Piedmont Capital Distributors April 2011 - November 2011
Nationwide Insurance May 2010 - April 2011
LPL Financial April 2009 - May 2010
Allianz Life January 2008 - March 2009
Evergreen Investments November 2005 - January 2008
Evergreen Investments March 2002 - November 2005
First Union Securities May 1999 - March 2002
First Union National Bank October 1998 - May 1999
First Union National Bank September 1997 - October 1998
Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning
Education
Appalachian State University 1993 — 1996
BS, Industrial/Organizational Psychology
Bob Carver, CISM CISSP M.S. Bob Carver, CISM CISSP M.S.'s Fidelity Investments Experience June 1998 - August 2004
Job Cybersecurity /Risk Management/ Cyber Resiliency/ Botnet Monitoring/ Incident Management/ Security Monitoring
Industry Information Technology and Services
Experience
Verizon Wireless June 2005 - Present
Fidelity Investments June 1998 - August 2004
Skills
Information Security, Security, CISSP, Computer Security, Disaster Recovery, Information Security..., Network Security, Intrusion Detection, Business Continuity, IDS, Networking, Malware Analysis, DNS, Firewalls, Unix, Telecommunications, CISM, IT Operations, TCP/IP, ArcSight, Network Architecture, Identity Management, Security Audits, VPN, Application Security, Security Architecture..., Incident Response, Governance, Security Incident..., Antivirus, Commercial Real Estate, ISO 27002 ISMS, Finance, Banking, Packet Capture, DNS Sinkholing, Perimeter Security, ACL Access Control Lists, Social Media, Botnets, Public Speaking, Cyber Resiliency
Education
The University of Texas at Arlington 1995 — 1997
M.S.
Arizona State University
Bachelor of Business Administration (B.B.A.)
Carnegie Mellon University's College of Engineering
SANS
Verizon Wireless June 2005 - Present
Fidelity Investments June 1998 - August 2004
Skills
Information Security, Security, CISSP, Computer Security, Disaster Recovery, Information Security..., Network Security, Intrusion Detection, Business Continuity, IDS, Networking, Malware Analysis, DNS, Firewalls, Unix, Telecommunications, CISM, IT Operations, TCP/IP, ArcSight, Network Architecture, Identity Management, Security Audits, VPN, Application Security, Security Architecture..., Incident Response, Governance, Security Incident..., Antivirus, Commercial Real Estate, ISO 27002 ISMS, Finance, Banking, Packet Capture, DNS Sinkholing, Perimeter Security, ACL Access Control Lists, Social Media, Botnets, Public Speaking, Cyber Resiliency
Education
The University of Texas at Arlington 1995 — 1997
M.S.
Arizona State University
Bachelor of Business Administration (B.B.A.)
Carnegie Mellon University's College of Engineering
SANS
Nick Hodges Nick Hodges's Fidelity Investments Experience December 2010 - July 2012
Job Makes a difference
Industry Real Estate
Experience
Mountain Energy Innovation (MEi) August 2015 - Present
WatchYouGrow.com November 2014 - Present
Tailor Built Homes February 2015 - August 2015
Calla Financial Advisors July 2012 - October 2013
Fidelity Investments December 2010 - July 2012
Edward Jones July 2009 - December 2010
Skills
Leadership, Strategic Planning, Sales, Finance, Project Management, Continuous Improvement, Entrepreneurship, Business Development, Process Improvement, Start-ups
Education
Arizona State University 2010 — 2012
MBA, Finance
Union College (NE) 2004 — 2008
BS, Business Administration
Mountain Energy Innovation (MEi) August 2015 - Present
WatchYouGrow.com November 2014 - Present
Tailor Built Homes February 2015 - August 2015
Calla Financial Advisors July 2012 - October 2013
Fidelity Investments December 2010 - July 2012
Edward Jones July 2009 - December 2010
Skills
Leadership, Strategic Planning, Sales, Finance, Project Management, Continuous Improvement, Entrepreneurship, Business Development, Process Improvement, Start-ups
Education
Arizona State University 2010 — 2012
MBA, Finance
Union College (NE) 2004 — 2008
BS, Business Administration
Kaitlyn Morris Kaitlyn Morris's Fidelity Investments Experience August 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Vanguard October 2013 - August 2015
Vanguard March 2013 - September 2013
Vanguard June 2011 - February 2013
Vanguard 2010 - 2010
Skills
Leadership, Sales, Financial Statements, Finance, Options, Investments, Financial Services, Banking, Series 63, Series 7, Financial Modeling, Fixed Income, Customer Retention, Outlook, Data Analysis, Customer Service, Microsoft Excel, ETFs, Mutual Funds, Relationship Management, FINRA, Asset Allocation
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Finance, International Business Certification
Graduate of Missions San Jose High School
Bachelor's degree, Finance and Financial Management Services
Fidelity Investments August 2015 - Present
Vanguard October 2013 - August 2015
Vanguard March 2013 - September 2013
Vanguard June 2011 - February 2013
Vanguard 2010 - 2010
Skills
Leadership, Sales, Financial Statements, Finance, Options, Investments, Financial Services, Banking, Series 63, Series 7, Financial Modeling, Fixed Income, Customer Retention, Outlook, Data Analysis, Customer Service, Microsoft Excel, ETFs, Mutual Funds, Relationship Management, FINRA, Asset Allocation
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Finance, International Business Certification
Graduate of Missions San Jose High School
Bachelor's degree, Finance and Financial Management Services
Kyle Najarian, CIMA® Kyle Najarian, CIMA®'s Fidelity Investments Experience December 2000 - July 2006
Job VP, RIA Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
Wells Fargo Advantage Funds March 2011 - May 2015
Wells Fargo Advantage Funds/Evergreen Investments January 2008 - March 2011
Bank of Hawaii September 2006 - December 2007
Fidelity Investments December 2000 - July 2006
Skills
Mutual Funds, Investments, Portfolio Management, Series 7, Asset Management, Asset Allocation, Series 63, Wealth Management, Finance, Financial Planning
Education
Arizona State University 1996 — 2000
Bachelor Of Arts, Communication
OppenheimerFunds June 2015 - Present
Wells Fargo Advantage Funds March 2011 - May 2015
Wells Fargo Advantage Funds/Evergreen Investments January 2008 - March 2011
Bank of Hawaii September 2006 - December 2007
Fidelity Investments December 2000 - July 2006
Skills
Mutual Funds, Investments, Portfolio Management, Series 7, Asset Management, Asset Allocation, Series 63, Wealth Management, Finance, Financial Planning
Education
Arizona State University 1996 — 2000
Bachelor Of Arts, Communication
Ryan VandenBerg Ryan VandenBerg's Fidelity Investments Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Charles Schwab November 2012 - October 2014
UBuildIt - Chandler November 2004 - November 2012
Curves January 2002 - November 2004
Wells Fargo December 1999 - July 2001
Morgan Stanley April 1998 - November 1999
Skills
Negotiation, Business Development, Construction Management, Strategic Planning, Selling, Investments, Sales Management, Business Strategy, Contract Negotiation, New Business Development, Team Building, Start-ups, Green Building, Retirement Planning, Marketing Strategy, Construction, Residential Homes, Operations Management, Leadership, Sales, Pricing, Investment Properties, Real Estate, Account Management, Microsoft Office
Education
University of Wisconsin-Milwaukee - School of Business Administration 1993 — 2001
Bachelor of Business Administration, Marketing
Arizona State University 1994 — 1996
Business
Watertown High School 1989 — 1993
Fidelity Investments October 2014 - Present
Charles Schwab November 2012 - October 2014
UBuildIt - Chandler November 2004 - November 2012
Curves January 2002 - November 2004
Wells Fargo December 1999 - July 2001
Morgan Stanley April 1998 - November 1999
Skills
Negotiation, Business Development, Construction Management, Strategic Planning, Selling, Investments, Sales Management, Business Strategy, Contract Negotiation, New Business Development, Team Building, Start-ups, Green Building, Retirement Planning, Marketing Strategy, Construction, Residential Homes, Operations Management, Leadership, Sales, Pricing, Investment Properties, Real Estate, Account Management, Microsoft Office
Education
University of Wisconsin-Milwaukee - School of Business Administration 1993 — 2001
Bachelor of Business Administration, Marketing
Arizona State University 1994 — 1996
Business
Watertown High School 1989 — 1993
Chris Scott Chris Scott's Fidelity Investments Experience December 2001 - July 2002
Job Director, Architecture and Security
Industry Internet
Experience
LogMeIn Xively Professional Services June 2015 - Present
Athenahealth, Inc. October 2010 - June 2015
MIT Lincoln Laboratory August 2002 - June 2010
Fidelity Investments December 2001 - July 2002
GE January 2001 - October 2001
Slotfinder.com, Inc. March 2000 - December 2000
Softricity, Inc. December 1999 - March 2000
Massachusetts Department of Education February 1998 - November 1999
Fidelity Investments November 1996 - February 1998
American Express February 1991 - November 1996
Skills
Computer Security, Unix, Information Security, Network Security, Security, Firewalls, Databases, Linux
Education
Arizona State University 1994 — 1996
Masters Degree, Computer Science
Georgia Institute of Technology 1979 — 1984
Bachelors Degree, Computer Science
Technical Training 1900 — 1900
LogMeIn Xively Professional Services June 2015 - Present
Athenahealth, Inc. October 2010 - June 2015
MIT Lincoln Laboratory August 2002 - June 2010
Fidelity Investments December 2001 - July 2002
GE January 2001 - October 2001
Slotfinder.com, Inc. March 2000 - December 2000
Softricity, Inc. December 1999 - March 2000
Massachusetts Department of Education February 1998 - November 1999
Fidelity Investments November 1996 - February 1998
American Express February 1991 - November 1996
Skills
Computer Security, Unix, Information Security, Network Security, Security, Firewalls, Databases, Linux
Education
Arizona State University 1994 — 1996
Masters Degree, Computer Science
Georgia Institute of Technology 1979 — 1984
Bachelors Degree, Computer Science
Technical Training 1900 — 1900
Cole Horsley's Fidelity Investments Experience February 1987 - February 1992
Job Real Estate Broker at Kamali Sotheby's International Realty
Industry Real Estate
Experience
Kamali Sotheby's International Realty August 2008 - Present
Claire's Classics/Self Employed February 1992 - May 1998
Fidelity Investments February 1987 - February 1992
Skills
Negotiatons &..., Real Estate, Investment Properties, Real Estate Transactions, Short Sales, Condos, Single Family Homes, Foreclosures, First Time Home Buyers, Investors, REO, Residential Homes, Sellers, Relocation, New Home Sales, Listings, Luxury, Townhomes, Referrals, SFR, Real Property
Education
Arizona State University 1974 — 1980
Bachelor's degree, Finance, General
Arizona State University
Kamali Sotheby's International Realty August 2008 - Present
Claire's Classics/Self Employed February 1992 - May 1998
Fidelity Investments February 1987 - February 1992
Skills
Negotiatons &..., Real Estate, Investment Properties, Real Estate Transactions, Short Sales, Condos, Single Family Homes, Foreclosures, First Time Home Buyers, Investors, REO, Residential Homes, Sellers, Relocation, New Home Sales, Listings, Luxury, Townhomes, Referrals, SFR, Real Property
Education
Arizona State University 1974 — 1980
Bachelor's degree, Finance, General
Arizona State University
Steve Bearden, CHTP Steve Bearden, CHTP's Fidelity Investments Experience 2007 - 2009
Job Vice President, Business & Product Development / Cloud & Managed Services at DCI Design Communications LLC.
Industry Information Technology and Services
Experience
DCI - Design Communications LLC. January 2015 - Present
Marriott International September 2013 - January 2015
The Prism Partnership August 2011 - September 2013
Newcloud Solutions Corporation January 2009 - August 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2006 - 2007
Fidelity Investments 1997 - 2006
Prime Hospitality 1996 - 1997
InterContinental Hotels Group 1993 - 1996
Sheraton 1983 - 1993
Skills
Strategic Planning, Operations Management, Project Implementation, Planning, Contract Negotiations, Vendor Relations, IT Governance, IT Transformation, System Selection, Budgeting, Change Management, Vendor Management, Program Management, IT Outsourcing, Project Planning, Budgets, Contract Negotiation, Website Development, Infrastructure..., IT Operations Management, Project Management, Integration, Governance, Management, Strategy, Business Development, Executive Management, Billing Systems, Hospitality, B2B, Start-ups, Leadership, Business Analysis, Data Center, Telecommunications, Entrepreneurship
Education
Arizona State University 1979 — 1982
BS, Business Administration / Finance
Seaholm High School, Birmingham, MI 1974 — 1977
DCI - Design Communications LLC. January 2015 - Present
Marriott International September 2013 - January 2015
The Prism Partnership August 2011 - September 2013
Newcloud Solutions Corporation January 2009 - August 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2006 - 2007
Fidelity Investments 1997 - 2006
Prime Hospitality 1996 - 1997
InterContinental Hotels Group 1993 - 1996
Sheraton 1983 - 1993
Skills
Strategic Planning, Operations Management, Project Implementation, Planning, Contract Negotiations, Vendor Relations, IT Governance, IT Transformation, System Selection, Budgeting, Change Management, Vendor Management, Program Management, IT Outsourcing, Project Planning, Budgets, Contract Negotiation, Website Development, Infrastructure..., IT Operations Management, Project Management, Integration, Governance, Management, Strategy, Business Development, Executive Management, Billing Systems, Hospitality, B2B, Start-ups, Leadership, Business Analysis, Data Center, Telecommunications, Entrepreneurship
Education
Arizona State University 1979 — 1982
BS, Business Administration / Finance
Seaholm High School, Birmingham, MI 1974 — 1977
Chad McCrea, MBA's Fidelity Investments Experience March 2008 - January 2011
Job JP Morgan Chase Fund Accounting Manager
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
Goodwill Industries of Dallas September 2011 - September 2012
USAA February 2011 - April 2011
Fidelity Investments March 2008 - January 2011
Countrywide KB Home Loans April 2006 - August 2007
New Century Mortgage May 2005 - April 2006
Skills
Mortgage Lending, Finance, Loans, Investments, Management, Mutual Funds, Financial Services, Insurance, Portfolio Management, Credit Risk, Analysis, Financial Analysis, Risk Management, Capital Markets, Series 63, Strategic Financial..., Banking, Asset Management, Credit Analysis, Credit, Financial Advisory, Trading, Leadership, Microsoft Excel, Financial Modeling, Customer Service, Securities, Relationship Management, Accounting, Financial Risk
Education
Texas A&M University-Commerce 2006 — 2010
MBA, Business
Arizona State University - W. P. Carey School of Business 2002 — 2004
Bachelors, Finance
Richland Community College 2000 — 2002
United States Marine Corps 1996 — 2000
Infantry Team Leader, 2nd Battalion 3rd Marine Division
JPMorgan Chase September 2012 - Present
Goodwill Industries of Dallas September 2011 - September 2012
USAA February 2011 - April 2011
Fidelity Investments March 2008 - January 2011
Countrywide KB Home Loans April 2006 - August 2007
New Century Mortgage May 2005 - April 2006
Skills
Mortgage Lending, Finance, Loans, Investments, Management, Mutual Funds, Financial Services, Insurance, Portfolio Management, Credit Risk, Analysis, Financial Analysis, Risk Management, Capital Markets, Series 63, Strategic Financial..., Banking, Asset Management, Credit Analysis, Credit, Financial Advisory, Trading, Leadership, Microsoft Excel, Financial Modeling, Customer Service, Securities, Relationship Management, Accounting, Financial Risk
Education
Texas A&M University-Commerce 2006 — 2010
MBA, Business
Arizona State University - W. P. Carey School of Business 2002 — 2004
Bachelors, Finance
Richland Community College 2000 — 2002
United States Marine Corps 1996 — 2000
Infantry Team Leader, 2nd Battalion 3rd Marine Division
Quintin M Rice Quintin M Rice's Fidelity Investments Experience October 2013 - Present
Job Financial Advisor II
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Pizza Hut September 2002 - December 2013
Hewlett-Packard April 2010 - October 2013
NOVO 1 September 2009 - April 2010
NOVO 1 January 2009 - September 2009
Skills
Employee Training, Troubleshooting, Finance, Customer Service, Customer Satisfaction, Microsoft Office, Time Management, Team Leadership, Call Centers, Teamwork, Microsoft Excel, Microsoft Word, Computer Hardware, PowerPoint, Data Entry, Insurance, Access, Software Documentation, Training, Telephone Skills, Inventory Management, Process Scheduler, Supervisory Skills, Outlook, Administration, Leadership, Windows 7, System Administration, Windows XP, Windows, Lotus Notes, Technical Support, Visio
Education
Arkansas Tech University 2013 — 2015
Bachelor Professional Studies, Information Technology
University of Arkansas Community College-Morrilton 2004 — 2007
Fidelity Investments October 2013 - Present
Pizza Hut September 2002 - December 2013
Hewlett-Packard April 2010 - October 2013
NOVO 1 September 2009 - April 2010
NOVO 1 January 2009 - September 2009
Skills
Employee Training, Troubleshooting, Finance, Customer Service, Customer Satisfaction, Microsoft Office, Time Management, Team Leadership, Call Centers, Teamwork, Microsoft Excel, Microsoft Word, Computer Hardware, PowerPoint, Data Entry, Insurance, Access, Software Documentation, Training, Telephone Skills, Inventory Management, Process Scheduler, Supervisory Skills, Outlook, Administration, Leadership, Windows 7, System Administration, Windows XP, Windows, Lotus Notes, Technical Support, Visio
Education
Arkansas Tech University 2013 — 2015
Bachelor Professional Studies, Information Technology
University of Arkansas Community College-Morrilton 2004 — 2007
Scott Evancic Scott Evancic's Fidelity Investments Experience July 2004 - April 2008
Job Client Services Manager
Industry Health, Wellness and Fitness
Experience
iHealth Technologies June 2014 - Present
Health Dialog May 2008 - April 2014
Fidelity Investments July 2004 - April 2008
Skills
Program Management, Project Management, Business Analysis, Cross-functional Team..., Operations Management, Management, Microsoft Office, Account Management, Vendor Management, Process Improvement, CRM, Leadership, Data Analysis, Software Documentation, Analytics, Healthcare
Education
Arizona State University
Southwest University
Master's Degree, Organizational Management
iHealth Technologies June 2014 - Present
Health Dialog May 2008 - April 2014
Fidelity Investments July 2004 - April 2008
Skills
Program Management, Project Management, Business Analysis, Cross-functional Team..., Operations Management, Management, Microsoft Office, Account Management, Vendor Management, Process Improvement, CRM, Leadership, Data Analysis, Software Documentation, Analytics, Healthcare
Education
Arizona State University
Southwest University
Master's Degree, Organizational Management
Patrick Deignan Patrick Deignan's Fidelity Investments Experience February 2005 - Present
Job Vice President at Fidelity Capital Markets
Industry Capital Markets
Experience
Fidelity Investments February 2005 - Present
Fidelity Capital Markets 2005 - Present
State Street Bank June 2000 - February 2005
Bankboston 1998 - 2000
Putnam Investments 1997 - 1998
Education
Arizona State University 1993 — 1996
bs, Finance
Saint Michael's College 1991 — 1993
Business
Fidelity Investments February 2005 - Present
Fidelity Capital Markets 2005 - Present
State Street Bank June 2000 - February 2005
Bankboston 1998 - 2000
Putnam Investments 1997 - 1998
Education
Arizona State University 1993 — 1996
bs, Finance
Saint Michael's College 1991 — 1993
Business
Philip Capobres Philip Capobres's Fidelity Investments Experience February 2004 - Present
Job Director, Marketing Analytics at Fidelity Investments
Industry Financial Services
Experience
SENE Film, Music & Arts Festival April 2008 - Present
Fidelity Investments February 2004 - Present
Trivnet 2000 - 2001
DSL.net November 1999 - November 2000
Frontier Communications (Citizens Communications) April 1996 - November 1999
GTE Telephone Operations August 1984 - April 1996
Verizon August 1984 - April 1996
Skills
Analytics, Segmentation, Database Marketing, Data Mining, Predictive Modeling, Analysis, Customer Analysis, Data Analysis, Direct Marketing, Customer Insight, SQL, Predictive Analytics, Statistics, Decision Trees, Linear Regression, Statistical Modeling, Logistic Regression, Cluster Analysis, CHAID, Customer Intelligence, Access, SAS/SQL, Customer Analytics, Management, Product Management, Business Intelligence, Marketing, Product Marketing, Leadership
Education
Bryant University 2005 — 2005
Certificate, Project Management
University of Dallas 1989 — 1991
MBA, Industrial Management
Arizona State University 1980 — 1983
BS, Quantitative Business Analysis
SENE Film, Music & Arts Festival April 2008 - Present
Fidelity Investments February 2004 - Present
Trivnet 2000 - 2001
DSL.net November 1999 - November 2000
Frontier Communications (Citizens Communications) April 1996 - November 1999
GTE Telephone Operations August 1984 - April 1996
Verizon August 1984 - April 1996
Skills
Analytics, Segmentation, Database Marketing, Data Mining, Predictive Modeling, Analysis, Customer Analysis, Data Analysis, Direct Marketing, Customer Insight, SQL, Predictive Analytics, Statistics, Decision Trees, Linear Regression, Statistical Modeling, Logistic Regression, Cluster Analysis, CHAID, Customer Intelligence, Access, SAS/SQL, Customer Analytics, Management, Product Management, Business Intelligence, Marketing, Product Marketing, Leadership
Education
Bryant University 2005 — 2005
Certificate, Project Management
University of Dallas 1989 — 1991
MBA, Industrial Management
Arizona State University 1980 — 1983
BS, Quantitative Business Analysis
Larry J. King Larry J. King's Fidelity Investments Experience 1989 - 1995
Job Investor/Educator
Industry Management Consulting
Experience
System41.com October 2013 - January 2015
Ultimate Staffing November 2012 - March 2013
Sitel September 2011 - November 2012
King Associates June 2010 - September 2011
Riverside Elementary School District July 2007 - June 2010
Osborn Elementary July 2002 - June 2007
Charles Schwab 1995 - 2001
Fidelity Investments 1989 - 1995
Skills
Management, Investments, Finance, Educational Consulting, Education, Grant Writing, Financial Services, Process Improvement, Program Management, Risk Management, Strategy, Strategic Planning, Project Management, Leadership, Adult Education, Educational Leadership, Educational Technology, Options Strategies, Equities, Higher Education, Customer Service, Curriculum Design, Curriculum Development, Currency, Curriculum Assessment, Training, Leadership Development, Call Centers, Organizational..., Team Building, Staff Development, Consulting
Education
Arizona State University 2003 — 2006
MAEd
University of Phoenix 2001 — 2002
Master's
University of Utah 1978 — 1984
B.S.
System41.com October 2013 - January 2015
Ultimate Staffing November 2012 - March 2013
Sitel September 2011 - November 2012
King Associates June 2010 - September 2011
Riverside Elementary School District July 2007 - June 2010
Osborn Elementary July 2002 - June 2007
Charles Schwab 1995 - 2001
Fidelity Investments 1989 - 1995
Skills
Management, Investments, Finance, Educational Consulting, Education, Grant Writing, Financial Services, Process Improvement, Program Management, Risk Management, Strategy, Strategic Planning, Project Management, Leadership, Adult Education, Educational Leadership, Educational Technology, Options Strategies, Equities, Higher Education, Customer Service, Curriculum Design, Curriculum Development, Currency, Curriculum Assessment, Training, Leadership Development, Call Centers, Organizational..., Team Building, Staff Development, Consulting
Education
Arizona State University 2003 — 2006
MAEd
University of Phoenix 2001 — 2002
Master's
University of Utah 1978 — 1984
B.S.
Will Freebing Will Freebing's Fidelity Investments Experience October 1989 - December 2002
Job Assistant Complex Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2014 - Present
UBS Financial Services October 2010 - February 2014
UBS Financial Services 2010 - June 2011
UBS Financial Services March 2008 - June 2009
FTN Financial October 2003 - November 2007
Fidelity Investments October 1989 - December 2002
PaineWebber 1985 - 1989
Education
The George Washington University - School of Business 1985 — 1988
M.B.A., Marketing
Arizona State University, W. P. Carey School of Business 1975 — 1978
B.S., Finance
UBS Financial Services March 2014 - Present
UBS Financial Services October 2010 - February 2014
UBS Financial Services 2010 - June 2011
UBS Financial Services March 2008 - June 2009
FTN Financial October 2003 - November 2007
Fidelity Investments October 1989 - December 2002
PaineWebber 1985 - 1989
Education
The George Washington University - School of Business 1985 — 1988
M.B.A., Marketing
Arizona State University, W. P. Carey School of Business 1975 — 1978
B.S., Finance
Brandon Montierth's Fidelity Investments Experience June 2015 - Present
Job Fulfillment Specialist at Amazon
Industry Consumer Services
Experience
Fidelity Investments June 2015 - Present
Amazon January 2015 - June 2015
Moorefield Engineering, P.C. April 2014 - October 2014
Marriott International October 2013 - January 2014
Skills
Medical Terminology, AutoCAD, Microvellum, Revit, Inventor, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Customer Service, Teamwork, Cpr Certified, Time Management, English, Social Media, Efficiency
Education
Arizona State University 2011 — 2014
Bachelor of Health Science (Pre-Professional), Health Science
Chandler/Gilbert Community College 2008 — 2010
Fidelity Investments June 2015 - Present
Amazon January 2015 - June 2015
Moorefield Engineering, P.C. April 2014 - October 2014
Marriott International October 2013 - January 2014
Skills
Medical Terminology, AutoCAD, Microvellum, Revit, Inventor, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Customer Service, Teamwork, Cpr Certified, Time Management, English, Social Media, Efficiency
Education
Arizona State University 2011 — 2014
Bachelor of Health Science (Pre-Professional), Health Science
Chandler/Gilbert Community College 2008 — 2010
Randy Yanoshak's Fidelity Investments Experience February 2008 - Present
Job Director of Product Development, Web Content Management
Industry Online Media
Experience
Fidelity Investments February 2008 - Present
Acumen Solutions November 2007 - February 2008
AOL August 2007 - October 2007
Revolution Health June 2006 - August 2007
Synacor November 2005 - June 2006
America Online November 2004 - November 2005
Independence Air July 2004 - November 2004
America West Airlines 2003 - 2004
East Valley Tribune 2000 - 2001
The Scranton Times/Tribune 1998 - 2000
Skills
Information Architecture, Content Management, Product Management, Agile Methodologies, Web Analytics, SEO, Content Strategy, E-commerce, Analytics, Web Content Management, CSS, Mobile Devices, CMS, Google Analytics, Usability, Web Content, HTML, Web Project Management
Education
Northeastern University 2010 — 2011
Master of Science, Human Factors
Arizona State University 2002 — 2003
M.S. Technology, Information Technology
Penn State University 1990 — 1994
B.A., Journalism
Fidelity Investments February 2008 - Present
Acumen Solutions November 2007 - February 2008
AOL August 2007 - October 2007
Revolution Health June 2006 - August 2007
Synacor November 2005 - June 2006
America Online November 2004 - November 2005
Independence Air July 2004 - November 2004
America West Airlines 2003 - 2004
East Valley Tribune 2000 - 2001
The Scranton Times/Tribune 1998 - 2000
Skills
Information Architecture, Content Management, Product Management, Agile Methodologies, Web Analytics, SEO, Content Strategy, E-commerce, Analytics, Web Content Management, CSS, Mobile Devices, CMS, Google Analytics, Usability, Web Content, HTML, Web Project Management
Education
Northeastern University 2010 — 2011
Master of Science, Human Factors
Arizona State University 2002 — 2003
M.S. Technology, Information Technology
Penn State University 1990 — 1994
B.A., Journalism
Amar Das's Fidelity Investments Experience 2006 - 2008
Job
Industry Information Services
Experience
Tata Consultancy Services February 2013 - Present
Harvard Business Publishing 2013 - 2015
Harvard Business Publishing 2013 - 2015
Harris Corporation February 2009 - February 2013
Fidelity Investments 2006 - 2008
NSTAR 2005 - 2006
Perot Systems Government Services 2002 - 2005
St.George Consulting 2000 - 2002
Strategic Weather Services 1997 - 2000
Education
Boston University 2009 — 2012
Master of Science (MS), Computer Science
Arizona State University 1995 — 1996
Master of Science (MS), Civil Engineering
Tata Consultancy Services February 2013 - Present
Harvard Business Publishing 2013 - 2015
Harvard Business Publishing 2013 - 2015
Harris Corporation February 2009 - February 2013
Fidelity Investments 2006 - 2008
NSTAR 2005 - 2006
Perot Systems Government Services 2002 - 2005
St.George Consulting 2000 - 2002
Strategic Weather Services 1997 - 2000
Education
Boston University 2009 — 2012
Master of Science (MS), Computer Science
Arizona State University 1995 — 1996
Master of Science (MS), Civil Engineering
Shehnaz Nagpurwala's Fidelity Investments Experience January 2012 - Present
Job Financial Analyst IV at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments January 2012 - Present
Maxim Integrated Products May 2008 - January 2012
Intel March 2000 - May 2008
Skills
Management, Financial Analysis, Finance, Essbase, Budgets, Financial Modeling, Product Management, Analysis, Business Analysis, Competitive Analysis, Process Improvement, Forecasting, Cross-functional Team..., Business Process..., Financial Planning, Program Management, Semiconductors, Leadership
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
San Jose State University 1999 — 2003
BS, Applied Mathematics
St. Paul's Convent HS School
Fidelity Investments January 2012 - Present
Maxim Integrated Products May 2008 - January 2012
Intel March 2000 - May 2008
Skills
Management, Financial Analysis, Finance, Essbase, Budgets, Financial Modeling, Product Management, Analysis, Business Analysis, Competitive Analysis, Process Improvement, Forecasting, Cross-functional Team..., Business Process..., Financial Planning, Program Management, Semiconductors, Leadership
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
San Jose State University 1999 — 2003
BS, Applied Mathematics
St. Paul's Convent HS School
Adam Zedan, CFP®'s Fidelity Investments Experience January 2015 - Present
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2010 - December 2014
USAA February 2009 - December 2010
Merrill Lynch April 2007 - December 2008
The Vanguard Group January 2005 - April 2007
Skills
Series 7, Retirement, Financial Services, Series 63, Portfolio Management, Retirement Planning, Estate Planning, Life Insurance, Strategic Financial..., Financial Advisory, Investments, Series 65, Investment Advisory, Investment Strategies, Analysis
Education
Arizona State University 2001 — 2004
B.S., Finance
Arizona State University, W. P. Carey School of Business 2001 — 2004
Bachelor of Science (BS), Finance
Fidelity Investments January 2015 - Present
Fidelity Investments December 2010 - December 2014
USAA February 2009 - December 2010
Merrill Lynch April 2007 - December 2008
The Vanguard Group January 2005 - April 2007
Skills
Series 7, Retirement, Financial Services, Series 63, Portfolio Management, Retirement Planning, Estate Planning, Life Insurance, Strategic Financial..., Financial Advisory, Investments, Series 65, Investment Advisory, Investment Strategies, Analysis
Education
Arizona State University 2001 — 2004
B.S., Finance
Arizona State University, W. P. Carey School of Business 2001 — 2004
Bachelor of Science (BS), Finance
Aaron J. Argabright, CFP®'s Fidelity Investments Experience January 2013 - Present
Job Vice President, Branch Office Manager
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments January 2012 - January 2013
Fidelity Investments June 2009 - December 2011
UBS Wealth Management November 2007 - April 2009
Oxford Investment Partners September 2005 - October 2007
RegentAtlantic Capital, LLC June 2005 - September 2005
Education
Arizona State University 2006 — 2007
Professional, Accelerated Financial Planning Program
William Paterson University of New Jersey 2002 — 2004
BS in Business Administration, Finance and Economics
Mesa Community College 2000 — 2002
Associates of Business Administration, Business
Fidelity Investments January 2013 - Present
Fidelity Investments January 2012 - January 2013
Fidelity Investments June 2009 - December 2011
UBS Wealth Management November 2007 - April 2009
Oxford Investment Partners September 2005 - October 2007
RegentAtlantic Capital, LLC June 2005 - September 2005
Education
Arizona State University 2006 — 2007
Professional, Accelerated Financial Planning Program
William Paterson University of New Jersey 2002 — 2004
BS in Business Administration, Finance and Economics
Mesa Community College 2000 — 2002
Associates of Business Administration, Business
Jim Pepper's Fidelity Investments Experience June 2001 - November 2002
Job Director, Global Retirement Plan Strategy & Design at Fluor Corporation
Industry Mechanical or Industrial Engineering
Experience
Fluor Corporation March 2011 - Present
ING Institutional Plan Services (formerly CitiStreet) December 2002 - March 2011
Fidelity Investments June 2001 - November 2002
AmeriBen/IEC Group November 1994 - May 2001
The Standard 1991 - 1994
PearsonGordonJones 1984 - 1988
Skills
Strategy, Performance Management, Human Resources, CRM, Leadership, Management, Employee Benefits, Training, Cross-functional Team..., Outsourcing, Benefits Administration, Operations Management, Deferred Compensation, Budgets, Coaching, Business Planning, Marketing, Sales, Negotiation, Contract Management, ERISA, Change Management, Employee Relations, HRIS, Project Management, Process Improvement, Consulting, Vendor Management
Education
Northwest Nazarene University 2000 — 2001
MBA, Business Administration
MidAmerica Nazarene University 1981 — 1982
BA, business
Arizona State University 1978 — 1981
business
Fluor Corporation March 2011 - Present
ING Institutional Plan Services (formerly CitiStreet) December 2002 - March 2011
Fidelity Investments June 2001 - November 2002
AmeriBen/IEC Group November 1994 - May 2001
The Standard 1991 - 1994
PearsonGordonJones 1984 - 1988
Skills
Strategy, Performance Management, Human Resources, CRM, Leadership, Management, Employee Benefits, Training, Cross-functional Team..., Outsourcing, Benefits Administration, Operations Management, Deferred Compensation, Budgets, Coaching, Business Planning, Marketing, Sales, Negotiation, Contract Management, ERISA, Change Management, Employee Relations, HRIS, Project Management, Process Improvement, Consulting, Vendor Management
Education
Northwest Nazarene University 2000 — 2001
MBA, Business Administration
MidAmerica Nazarene University 1981 — 1982
BA, business
Arizona State University 1978 — 1981
business
Erik Skala's Fidelity Investments Experience 2001 - 2005
Job Principal Owner at Broad Meadow Farms, LLC
Industry Architecture & Planning
Experience
Broad Meadow Farms LLC, Landscape Design March 2014 - Present
Krefta Landscaping 2015 - 2015
RBS Americas at Royal Bank of Scotland November 2011 - August 2013
Needham Baseball and Softball / Needham Fastpitch 2011 - 2013
EMC November 2010 - November 2011
Monster Worldwide, Inc. June 2006 - November 2010
Mass Probiotics, Inc 2006 - 2008
American Express Business Travel 2005 - 2006
Fidelity Investments 2001 - 2005
Skills
Landscape Design, Vectorworks, SketchUp, Microsoft Office Suite, Photoshop, Landscape Construction, Project Management, Pricing, Business Strategy, Pricing Strategy, Strategy, Contract Management, Analytics, Competitive Analysis, Customer Profitability, Activity Based Costing, Business Development, Cross-functional Team...
Education
Boston Architectural College 2013 — 2014
Landscape Design
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
MBA, Finance
Arizona State University 1992 — 1994
B.S., Finance
Southern Illinois University, Carbondale 1989 — 1993
St. Viator HIgh School 1986 — 1989
Broad Meadow Farms LLC, Landscape Design March 2014 - Present
Krefta Landscaping 2015 - 2015
RBS Americas at Royal Bank of Scotland November 2011 - August 2013
Needham Baseball and Softball / Needham Fastpitch 2011 - 2013
EMC November 2010 - November 2011
Monster Worldwide, Inc. June 2006 - November 2010
Mass Probiotics, Inc 2006 - 2008
American Express Business Travel 2005 - 2006
Fidelity Investments 2001 - 2005
Skills
Landscape Design, Vectorworks, SketchUp, Microsoft Office Suite, Photoshop, Landscape Construction, Project Management, Pricing, Business Strategy, Pricing Strategy, Strategy, Contract Management, Analytics, Competitive Analysis, Customer Profitability, Activity Based Costing, Business Development, Cross-functional Team...
Education
Boston Architectural College 2013 — 2014
Landscape Design
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
MBA, Finance
Arizona State University 1992 — 1994
B.S., Finance
Southern Illinois University, Carbondale 1989 — 1993
St. Viator HIgh School 1986 — 1989
David Ammer's Fidelity Investments Experience August 2011 - Present
Job Business Performance Excellence at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
APEX Systems Inc. June 2009 - February 2011
Accenture February 2005 - February 2009
Fifth Third Bank June 2001 - February 2005
BISYS Professional Services January 2000 - June 2001
FSC 1996 - 2000
Skills
PMP
Education
Arizona State University - W. P. Carey School of Business 1988 — 1993
BS, Management
Fidelity Investments August 2011 - Present
APEX Systems Inc. June 2009 - February 2011
Accenture February 2005 - February 2009
Fifth Third Bank June 2001 - February 2005
BISYS Professional Services January 2000 - June 2001
FSC 1996 - 2000
Skills
PMP
Education
Arizona State University - W. P. Carey School of Business 1988 — 1993
BS, Management
Michael Moulton's Fidelity Investments Experience February 2004 - June 2007
Job Relationship Manager Bank brokerage and custody Fidelity Institutional
Industry Financial Services
Experience
National Financial May 2010 - Present
National Financial July 2007 - June 2010
Fidelity Investments February 2004 - June 2007
Wentworth Materials, Inc January 1996 - February 2004
Education
Norwich University 2005 — 2007
MBA, E-Commerce
Arizona State University 1989 — 1994
BS, Business Administration
National Financial May 2010 - Present
National Financial July 2007 - June 2010
Fidelity Investments February 2004 - June 2007
Wentworth Materials, Inc January 1996 - February 2004
Education
Norwich University 2005 — 2007
MBA, E-Commerce
Arizona State University 1989 — 1994
BS, Business Administration
David Loughlin's Fidelity Investments Experience April 2005 - June 2007
Job Financial Services Rep.Graduate Accounting Student
Industry Accounting
Experience
TD July 2015 - Present
Diamond Sports Collectibles June 2014 - July 2015
Hammond Residential October 2009 - January 2013
Think Preservation Properties May 2008 - October 2009
Robert M. Burke (NPC)(MassMutual) July 2007 - February 2008
Fidelity Investments April 2005 - June 2007
Wayland Golf March 2001 - October 2004
Arizona Diamondbacks January 2000 - October 2000
Skills
Real Estate, Investment Properties, Luxury, GAAP, Accounting, Income Statement, Balance Sheet, Selling, Equities, Buyer Representation, Condos, Investments, Negotiation, Sellers, Single Family Homes, Investors, New Home Sales, Accounts Payable, Accounts Receivable, Mutual Funds, Stockbroking, Cash Flow Statements, Dividends
Education
Southern New Hampshire University 2014 — 2016
Master of Science (MS), Accounting
Arizona State University 1995 — 2000
Bachelor of Arts (B.A.), Broadcast Journalism
TD July 2015 - Present
Diamond Sports Collectibles June 2014 - July 2015
Hammond Residential October 2009 - January 2013
Think Preservation Properties May 2008 - October 2009
Robert M. Burke (NPC)(MassMutual) July 2007 - February 2008
Fidelity Investments April 2005 - June 2007
Wayland Golf March 2001 - October 2004
Arizona Diamondbacks January 2000 - October 2000
Skills
Real Estate, Investment Properties, Luxury, GAAP, Accounting, Income Statement, Balance Sheet, Selling, Equities, Buyer Representation, Condos, Investments, Negotiation, Sellers, Single Family Homes, Investors, New Home Sales, Accounts Payable, Accounts Receivable, Mutual Funds, Stockbroking, Cash Flow Statements, Dividends
Education
Southern New Hampshire University 2014 — 2016
Master of Science (MS), Accounting
Arizona State University 1995 — 2000
Bachelor of Arts (B.A.), Broadcast Journalism
Hisham Essa's Fidelity Investments Experience December 2013 - Present
Job Analytical and relationshiporiented professional
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Mackenzie Investments May 2012 - March 2013
Mackenzie Investments December 2010 - May 2012
CIBC August 2009 - December 2010
Barclay's September 2007 - January 2009
United Bank Limited September 2006 - September 2007
Arab Bank June 2003 - July 2006
Skills
Business Analysis, Team Leadership, Project Management, Sales, Microsoft Office, Team Management, Business Planning, Negotiation, Mutual Funds, Marketing Communications, Sales Management, Internal Communications, Strategic Communications, Wealth Management, Investments, Securities, Financial Services, Proposal Writing, Bloomberg, Account Management, CRM databases, AS400 system, Lotus Notes, Outlook, MPower, Coins, SAS, Portfolio Management, Retail Banking
Education
Canadian Investment Fund Course (IFIC) 2009 — 2009
Arab Academy for Science, Technology and Maritime Transport 1998 — 2002
Bachelor of Business Administration in Financial Management, Financial Management
Fidelity Investments December 2013 - Present
Mackenzie Investments May 2012 - March 2013
Mackenzie Investments December 2010 - May 2012
CIBC August 2009 - December 2010
Barclay's September 2007 - January 2009
United Bank Limited September 2006 - September 2007
Arab Bank June 2003 - July 2006
Skills
Business Analysis, Team Leadership, Project Management, Sales, Microsoft Office, Team Management, Business Planning, Negotiation, Mutual Funds, Marketing Communications, Sales Management, Internal Communications, Strategic Communications, Wealth Management, Investments, Securities, Financial Services, Proposal Writing, Bloomberg, Account Management, CRM databases, AS400 system, Lotus Notes, Outlook, MPower, Coins, SAS, Portfolio Management, Retail Banking
Education
Canadian Investment Fund Course (IFIC) 2009 — 2009
Arab Academy for Science, Technology and Maritime Transport 1998 — 2002
Bachelor of Business Administration in Financial Management, Financial Management
Steve Brueggeman's Fidelity Investments Experience June 2012 - Present
Job IT Professional
Industry Computer Software
Experience
Fidelity Investments June 2012 - Present
IBM January 2004 - January 2008
IBM January 2000 - January 2004
Skills
Solution Architecture, DB2, Account Management, Software Project..., Siebel Administration, Application Management, Oracle Applications, Medical Software
Education
Appalachian State University 1990 — 1994
Bachelor of Science (B.S.)
Durham Technical Community College
Associate in Applied Science, Environmental Health
Fidelity Investments June 2012 - Present
IBM January 2004 - January 2008
IBM January 2000 - January 2004
Skills
Solution Architecture, DB2, Account Management, Software Project..., Siebel Administration, Application Management, Oracle Applications, Medical Software
Education
Appalachian State University 1990 — 1994
Bachelor of Science (B.S.)
Durham Technical Community College
Associate in Applied Science, Environmental Health
Stacy McKay's Fidelity Investments Experience December 2014 - Present
Job Learning Consultant at Fidelity Investments
Industry E-Learning
Experience
Fidelity Investments December 2014 - Present
TriCore Reference Laboratories August 2012 - August 2014
Cardinal Health May 2009 - June 2012
Eclipse Aviation July 2008 - February 2009
Advent Solar November 2006 - March 2008
Intel Corp 1988 - 2006
Education
Arizona State University 1982 — 1986
Bachelor of Science, Marketing
Fidelity Investments December 2014 - Present
TriCore Reference Laboratories August 2012 - August 2014
Cardinal Health May 2009 - June 2012
Eclipse Aviation July 2008 - February 2009
Advent Solar November 2006 - March 2008
Intel Corp 1988 - 2006
Education
Arizona State University 1982 — 1986
Bachelor of Science, Marketing
Patricia Franks's Fidelity Investments Experience 2007 - Present
Job Director, Business Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Global Knowledge 2005 - 2007
Alphanumeric Systems 2003 - 2005
GlaxoSmithKline 1999 - 2001
GlaxoSmithKline 1998 - 1999
GlaxoSmithKline 1997 - 1998
GlaxoSmithKline 1995 - 1997
GlaxoSmithKline 1994 - 1995
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Visio, Agile Methodologies, Process Improvement, User Acceptance Testing, Software Project..., Waterfall, Vendor Management, Systems Analysis, Project Portfolio..., Business Process..., Project Management, Analysis, SharePoint, Program Management, Gap Analysis, PMP
Education
Meredith College 1990 — 1993
MBA
Appalachian State University
BSBA, Healthcare Management
Fidelity Investments 2007 - Present
Global Knowledge 2005 - 2007
Alphanumeric Systems 2003 - 2005
GlaxoSmithKline 1999 - 2001
GlaxoSmithKline 1998 - 1999
GlaxoSmithKline 1997 - 1998
GlaxoSmithKline 1995 - 1997
GlaxoSmithKline 1994 - 1995
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Visio, Agile Methodologies, Process Improvement, User Acceptance Testing, Software Project..., Waterfall, Vendor Management, Systems Analysis, Project Portfolio..., Business Process..., Project Management, Analysis, SharePoint, Program Management, Gap Analysis, PMP
Education
Meredith College 1990 — 1993
MBA
Appalachian State University
BSBA, Healthcare Management
Leigh Phillips Bellardini's Fidelity Investments Experience 1997 - 2002
Job .
Industry Events Services
Experience
Whitehead Manor Conference Center January 2009 - April 2014
Bank of America 2003 - 2006
Fidelity Investments 1997 - 2002
Skills
Leadership, Strategic Financial..., Direct Marketing, Marketing..., Project, Event Planning
Education
Appalachian State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Hospitality Management
Whitehead Manor Conference Center January 2009 - April 2014
Bank of America 2003 - 2006
Fidelity Investments 1997 - 2002
Skills
Leadership, Strategic Financial..., Direct Marketing, Marketing..., Project, Event Planning
Education
Appalachian State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Hospitality Management
Malinda Turner's Fidelity Investments Experience July 2012 - Present
Job Compensation Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments August 2008 - July 2012
Fidelity Investments February 2007 - August 2008
Fidelity Investments October 2005 - February 2007
Skills
Human Resources, Interviews
Education
Appalachian State University 2002 — 2005
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Fidelity Investments July 2012 - Present
Fidelity Investments August 2008 - July 2012
Fidelity Investments February 2007 - August 2008
Fidelity Investments October 2005 - February 2007
Skills
Human Resources, Interviews
Education
Appalachian State University 2002 — 2005
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Ken Sabino's Fidelity Investments Experience September 2005 - September 2007
Job Executive Enrollment Advisor
Industry Higher Education
Experience
University of Phoenix October 2007 - Present
Fidelity Investments September 2005 - September 2007
Total Investment Management March 2001 - July 2005
Skills
Management, Customer Service, Microsoft Office, Strategic Planning, Public Speaking, Team Building, Leadership, Event Planning, Sales, Leadership Development, Coaching, Program Management, Training, Staff Development, Admissions, Higher Education, Enrollment Management, Access, Adult Education, Marketing, Team-oriented, Student Financial Aid, Employee Relations, Series 7, Student Recruiting, Cold Calling
Education
University of Phoenix
Master of Business Administration (MBA), 3.8
Arizona State University 1996 — 2002
Bachelors of Interdisciplinary Studies, Business and Design Studies
University of Phoenix October 2007 - Present
Fidelity Investments September 2005 - September 2007
Total Investment Management March 2001 - July 2005
Skills
Management, Customer Service, Microsoft Office, Strategic Planning, Public Speaking, Team Building, Leadership, Event Planning, Sales, Leadership Development, Coaching, Program Management, Training, Staff Development, Admissions, Higher Education, Enrollment Management, Access, Adult Education, Marketing, Team-oriented, Student Financial Aid, Employee Relations, Series 7, Student Recruiting, Cold Calling
Education
University of Phoenix
Master of Business Administration (MBA), 3.8
Arizona State University 1996 — 2002
Bachelors of Interdisciplinary Studies, Business and Design Studies
Jared Christensen's Fidelity Investments Experience January 2013 - Present
Job Vice President Participant Guidance Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments December 2004 - January 2013
Fidelity Investments December 2004 - May 2010
Fidelity Investments December 2007 - May 2008
Education
Arizona State University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Brigham Young University 1997 — 2004
Fidelity Investments January 2013 - Present
Fidelity Investments December 2004 - January 2013
Fidelity Investments December 2004 - May 2010
Fidelity Investments December 2007 - May 2008
Education
Arizona State University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Brigham Young University 1997 — 2004
Jared Christensen's Fidelity Investments Experience January 2013 - Present
Job Vice President Participant Guidance Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments June 2010 - January 2013
Fidelity Investments 2004 - July 2010
Big O Tires January 2002 - December 2004
Meier and Frank Department Stores May 2000 - January 2002
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
MBA
Brigham Young University 1997 — 2004
Bachelor of Science
Fidelity Investments January 2013 - Present
Fidelity Investments June 2010 - January 2013
Fidelity Investments 2004 - July 2010
Big O Tires January 2002 - December 2004
Meier and Frank Department Stores May 2000 - January 2002
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
MBA
Brigham Young University 1997 — 2004
Bachelor of Science
Matt Kwartler CFP®'s Fidelity Investments Experience January 2015 - Present
Job Regional Vice President Private Client Group at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - Present
SunTrust Bank October 2008 - December 2012
SunTrust Bank July 2003 - October 2008
IMG Capital Management March 2000 - June 2003
Lincoln Financial Advisors May 1999 - March 2000
Skills
Wealth Management
Education
Appalachian State University 1995 — 1999
Bachelor's degree
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - Present
SunTrust Bank October 2008 - December 2012
SunTrust Bank July 2003 - October 2008
IMG Capital Management March 2000 - June 2003
Lincoln Financial Advisors May 1999 - March 2000
Skills
Wealth Management
Education
Appalachian State University 1995 — 1999
Bachelor's degree
Bonnie Kendrick's Fidelity Investments Experience March 2013 - Present
Job Senior High Net Worth Service Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments July 2011 - March 2013
Fidelity Investments July 2008 - June 2011
Fidelity Investments August 2006 - June 2008
AOL LLC February 2004 - May 2006
AOL LLC June 2003 - February 2004
AOL LLC January 2001 - June 2003
Skills
Series 7, Series 63, Series 9, Series 10, Customer Service, Process Improvement
Education
Armstrong Atlantic State University 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments March 2013 - Present
Fidelity Investments July 2011 - March 2013
Fidelity Investments July 2008 - June 2011
Fidelity Investments August 2006 - June 2008
AOL LLC February 2004 - May 2006
AOL LLC June 2003 - February 2004
AOL LLC January 2001 - June 2003
Skills
Series 7, Series 63, Series 9, Series 10, Customer Service, Process Improvement
Education
Armstrong Atlantic State University 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Rachelle Keller's Fidelity Investments Experience 2008 - 2010
Job Managing Director, COO Investor Services at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citi August 2011 - January 2014
Fidelity Investments 2008 - 2010
JP Morgan Chase May 2002 - June 2008
JPMorgan Chase March 1990 - May 2002
Skills
Risk Management, Business Development, Project Management, Capital Management, Organic Growth, Business Analytics, Mergers, Acquisition Integration, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Capital Markets, Strategy, Securities, Banking, Fixed Income, Investment Banking, Finance, Financial Services, Analytics
Education
Arkansas State University 1980 — 1983
bs, accounting
Citi January 2014 - Present
Citi August 2011 - January 2014
Fidelity Investments 2008 - 2010
JP Morgan Chase May 2002 - June 2008
JPMorgan Chase March 1990 - May 2002
Skills
Risk Management, Business Development, Project Management, Capital Management, Organic Growth, Business Analytics, Mergers, Acquisition Integration, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Capital Markets, Strategy, Securities, Banking, Fixed Income, Investment Banking, Finance, Financial Services, Analytics
Education
Arkansas State University 1980 — 1983
bs, accounting
Janna Lorenzen's Fidelity Investments Experience June 2010 - June 2012
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
Pyramis Global Advisors June 2012 - Present
Fidelity Investments June 2010 - June 2012
Fidelity Investments June 2009 - August 2009
Salt River Project June 2003 - July 2008
Greater Phoenix Economic Council October 2002 - June 2003
Education
Boston University Questrom School of Business 2008 — 2010
MBA and MA in Economics
Arizona State University - W. P. Carey School of Business 1999 — 2003
MS in Economics, MS in Finance, & Certificate of International Business
Pyramis Global Advisors June 2012 - Present
Fidelity Investments June 2010 - June 2012
Fidelity Investments June 2009 - August 2009
Salt River Project June 2003 - July 2008
Greater Phoenix Economic Council October 2002 - June 2003
Education
Boston University Questrom School of Business 2008 — 2010
MBA and MA in Economics
Arizona State University - W. P. Carey School of Business 1999 — 2003
MS in Economics, MS in Finance, & Certificate of International Business
Jennifer Greenberg's Fidelity Investments Experience April 2012 - April 2014
Job JP Morgan Chase & Co. Senior AM Assistant
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Phoenix Art Museum October 2014 - July 2015
Fidelity Investments April 2012 - April 2014
Biogen Idec February 2004 - April 2012
Skills
Biotechnology, Data Analysis, Microsoft Office, Process Improvement, Microsoft Excel, Strategy, Research
Education
Arizona State University
Salem State College
JPMorgan Chase & Co. July 2015 - Present
Phoenix Art Museum October 2014 - July 2015
Fidelity Investments April 2012 - April 2014
Biogen Idec February 2004 - April 2012
Skills
Biotechnology, Data Analysis, Microsoft Office, Process Improvement, Microsoft Excel, Strategy, Research
Education
Arizona State University
Salem State College
Ryan Fowler MBA's Fidelity Investments Experience October 2013 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Scottrade Financial Services November 1998 - October 2013
Skills
Analysis, Due Diligence, Microsoft Excel, Customer Service, PowerPoint, Project Management, Microsoft Word, Budgets, Outlook, Microsoft Office, Strategic Planning, Real Estate, Team Building, Public Speaking, Contract Negotiation, Series 7, Series 63, Negotiation, Project Planning, Investment Properties
Education
Arizona State University 2005 — 2006
MBA, FINANCE
University of Utah 1995 — 1999
Bachelor's degree, Finance, General
Fidelity Investments October 2013 - Present
Scottrade Financial Services November 1998 - October 2013
Skills
Analysis, Due Diligence, Microsoft Excel, Customer Service, PowerPoint, Project Management, Microsoft Word, Budgets, Outlook, Microsoft Office, Strategic Planning, Real Estate, Team Building, Public Speaking, Contract Negotiation, Series 7, Series 63, Negotiation, Project Planning, Investment Properties
Education
Arizona State University 2005 — 2006
MBA, FINANCE
University of Utah 1995 — 1999
Bachelor's degree, Finance, General
Kate Evancic's Fidelity Investments Experience May 2003 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2003 - Present
Skills
Travel Arrangements, Visio, Office Management, Software Documentation, Program Management, Vendor Management, Microsoft Office, Project Management, Process Improvement, Expense Management, Disaster Recovery, SharePoint, Lotus Notes, Spreadsheets, Calendaring, Access, Event Planning, Telephone Skills, Administrative..., Outlook, MS Project, Microsoft Excel, PowerPoint, Team Leadership, Calendars, Employee Benefits
Education
Arizona State University 2001 — 2003
BA, Communications
University of New Hampshire 1999 — 2001
Associates, Business Management
Fidelity Investments May 2003 - Present
Skills
Travel Arrangements, Visio, Office Management, Software Documentation, Program Management, Vendor Management, Microsoft Office, Project Management, Process Improvement, Expense Management, Disaster Recovery, SharePoint, Lotus Notes, Spreadsheets, Calendaring, Access, Event Planning, Telephone Skills, Administrative..., Outlook, MS Project, Microsoft Excel, PowerPoint, Team Leadership, Calendars, Employee Benefits
Education
Arizona State University 2001 — 2003
BA, Communications
University of New Hampshire 1999 — 2001
Associates, Business Management
David Adair's Fidelity Investments Experience December 2013 - Present
Job Investment Solutions Rep
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Crexendo Business Solutions June 2012 - November 2013
Fidelity Investments May 2006 - June 2012
Charles Schwab September 2003 - March 2006
Skills
Uniform Combined State..., Series 65, Sybase, Waterfall, Mainframe, Value Investing, Release Management, Capacity Planning, Ksh, Commodity, Change Management, Metrics, Salesforce.com, Direct Sales, Account Management, Online Marketing, SaaS, CRM, Sales Presentations, Lead Generation, B2B, Email Marketing, SEO, Cold Calling, Sales, Selling, Financial Services, Sales Process
Education
Ottawa University 2002 — 2004
Bachelor of Science (BS), Psychology
Arizona State University 1993 — 1995
Fidelity Investments December 2013 - Present
Crexendo Business Solutions June 2012 - November 2013
Fidelity Investments May 2006 - June 2012
Charles Schwab September 2003 - March 2006
Skills
Uniform Combined State..., Series 65, Sybase, Waterfall, Mainframe, Value Investing, Release Management, Capacity Planning, Ksh, Commodity, Change Management, Metrics, Salesforce.com, Direct Sales, Account Management, Online Marketing, SaaS, CRM, Sales Presentations, Lead Generation, B2B, Email Marketing, SEO, Cold Calling, Sales, Selling, Financial Services, Sales Process
Education
Ottawa University 2002 — 2004
Bachelor of Science (BS), Psychology
Arizona State University 1993 — 1995
Guss Larson's Fidelity Investments Experience Southwest District SupervisorFidelity Investments2001 - 2009
Job Southwest District Supervisor at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments Southwest District SupervisorFidelity Investments2001 - 2009
Education
Arizona State University 1992 — 1996
B.A., Economics
Fidelity Investments Southwest District SupervisorFidelity Investments2001 - 2009
Education
Arizona State University 1992 — 1996
B.A., Economics
Brooke Jess's Fidelity Investments Experience January 2000 - May 2005
Job Director of Client Services Beacon Pointe Wealth Advisors
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors April 2015 - Present
Versant Capital Management, Inc. August 2011 - April 2015
GenSpring Family Offices January 2009 - August 2011
Inlign Wealth Management, LLC April 2007 - January 2009
FBR Investment Management, Inc. May 2005 - April 2007
Fidelity Investments January 2000 - May 2005
Skills
Investment Operations, Client Relationship..., High Net Worth..., Wealth Management, Investment Advisory, Portfolio Management, Financial Planning, Trading, Asset Allocation, Investment Strategies, Mutual Funds, Investments, Asset Management, Investment Management, Series 63, Hedge Funds, Alternative Investments, Securities, Retirement Planning, Series 65, CRM Databases
Education
Arizona State University 1994 — 1999
Bachelor's, Exercise Science
Beacon Pointe Wealth Advisors April 2015 - Present
Versant Capital Management, Inc. August 2011 - April 2015
GenSpring Family Offices January 2009 - August 2011
Inlign Wealth Management, LLC April 2007 - January 2009
FBR Investment Management, Inc. May 2005 - April 2007
Fidelity Investments January 2000 - May 2005
Skills
Investment Operations, Client Relationship..., High Net Worth..., Wealth Management, Investment Advisory, Portfolio Management, Financial Planning, Trading, Asset Allocation, Investment Strategies, Mutual Funds, Investments, Asset Management, Investment Management, Series 63, Hedge Funds, Alternative Investments, Securities, Retirement Planning, Series 65, CRM Databases
Education
Arizona State University 1994 — 1999
Bachelor's, Exercise Science
Brad Allinson's Fidelity Investments Experience June 1991 - December 2000
Job Managing Director at QMA LLC
Industry Financial Services
Experience
Quantitative Management Associates LLC October 2007 - Present
State Street Global Advisors 2001 - 2007
Fidelity Investments June 1991 - December 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Equities, Fixed Income, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Investment Management
Education
Arizona State University
Quantitative Management Associates LLC October 2007 - Present
State Street Global Advisors 2001 - 2007
Fidelity Investments June 1991 - December 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Equities, Fixed Income, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Investment Management
Education
Arizona State University
Andrew Shuldberg's Fidelity Investments Experience October 2012 - Present
Job Premium Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments April 2011 - October 2012
Cadillac Coaching January 2010 - April 2011
Gandolfos NY Deli May 2004 - June 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, English, Windows, Team Leadership, Financial Modeling, Analysis, Budgets, Sales
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations
Arizona State University, W. P. Carey School of Business 2007 — 2009
Business Administration and Management, General
Fidelity Investments October 2012 - Present
Fidelity Investments April 2011 - October 2012
Cadillac Coaching January 2010 - April 2011
Gandolfos NY Deli May 2004 - June 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, English, Windows, Team Leadership, Financial Modeling, Analysis, Budgets, Sales
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations
Arizona State University, W. P. Carey School of Business 2007 — 2009
Business Administration and Management, General
Cynthia Haynes's Fidelity Investments Experience July 2011 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
T. Rowe Price September 2010 - July 2011
T. Rowe Price June 2008 - May 2010
T. Rowe Price April 2009 - December 2009
Outback Steakhouse, Inc October 2006 - June 2008
Outback Steakhouse, Inc September 2004 - May 2006
Skills
Finance, Series 7
Education
Towson University 2004 — 2006
a B.S, Business Administration with a Management concentration
Armstrong State University 2002 — 2004
General Studies
Fidelity Investments July 2011 - Present
T. Rowe Price September 2010 - July 2011
T. Rowe Price June 2008 - May 2010
T. Rowe Price April 2009 - December 2009
Outback Steakhouse, Inc October 2006 - June 2008
Outback Steakhouse, Inc September 2004 - May 2006
Skills
Finance, Series 7
Education
Towson University 2004 — 2006
a B.S, Business Administration with a Management concentration
Armstrong State University 2002 — 2004
General Studies
Cody Wiseman's Fidelity Investments Experience April 2013 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Rapid Recovery December 2008 - March 2013
Rapid Recovery February 2008 - December 2008
Trinity Layouts February 2005 - September 2008
Skills
Budgets, Contract Negotiation, Customer Service, Environmental Awareness, Management, New Business Development, Operations Management, Sales Management, Strategic Planning, Team Building
Education
Arizona State University 2003 — 2007
Bachelors, Communications
Fidelity Investments April 2013 - Present
Rapid Recovery December 2008 - March 2013
Rapid Recovery February 2008 - December 2008
Trinity Layouts February 2005 - September 2008
Skills
Budgets, Contract Negotiation, Customer Service, Environmental Awareness, Management, New Business Development, Operations Management, Sales Management, Strategic Planning, Team Building
Education
Arizona State University 2003 — 2007
Bachelors, Communications
Bruce Lewis's Fidelity Investments Experience May 2010 - Present
Job Director, CRM Solution Architect / strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments June 1996 - Present
Prudential Insurance 1984 - 1997
Skills
FINRA Series 99..., CRM, Business Intelligence, Enterprise Software, Oracle, Program Management, Web Services, Siebel, Product Management, EAI, Performance Tuning, SDLC, Requirements Analysis, Software Project..., SOA, Business Analysis, Integration
Education
Arizona State University 1979 — 1981
N/A, Engineering
Mesa Community College
Fidelity Investments May 2010 - Present
Fidelity Investments June 1996 - Present
Prudential Insurance 1984 - 1997
Skills
FINRA Series 99..., CRM, Business Intelligence, Enterprise Software, Oracle, Program Management, Web Services, Siebel, Product Management, EAI, Performance Tuning, SDLC, Requirements Analysis, Software Project..., SOA, Business Analysis, Integration
Education
Arizona State University 1979 — 1981
N/A, Engineering
Mesa Community College
Jim Martin, QKA, QPA's Fidelity Investments Experience December 2011 - Present
Job Service Delivery Manager
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
1st Global May 2009 - January 2012
Quail Ridge Construction Company, Inc June 2005 - May 2009
Self - Employed October 2003 - June 2006
MGKS 2004 - 2005
CBS Payroll / Intuit Payroll January 2001 - October 2003
TRI-AD December 1999 - September 2000
Universal Pensions, Inc April 1994 - February 1999
Tempe Union High School District January 1992 - January 1994
Education
Arizona State University 1988 — 1992
B.A.E, Education, Mathematics
Fidelity Investments December 2011 - Present
1st Global May 2009 - January 2012
Quail Ridge Construction Company, Inc June 2005 - May 2009
Self - Employed October 2003 - June 2006
MGKS 2004 - 2005
CBS Payroll / Intuit Payroll January 2001 - October 2003
TRI-AD December 1999 - September 2000
Universal Pensions, Inc April 1994 - February 1999
Tempe Union High School District January 1992 - January 1994
Education
Arizona State University 1988 — 1992
B.A.E, Education, Mathematics
Flint Taylor's Fidelity Investments Experience July 2012 - Present
Job Associate Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Skills
JavaScript, HTML, CSS, PHP, MySQL, Photoshop, Web Development
Education
Arizona State University 2010 — 2012
Bachelor of Applied Science (BASc), Internet and Web Development
Wake Technical Community College 2008 — 2010
AAS, Web Technologies
Fidelity Investments July 2012 - Present
Skills
JavaScript, HTML, CSS, PHP, MySQL, Photoshop, Web Development
Education
Arizona State University 2010 — 2012
Bachelor of Applied Science (BASc), Internet and Web Development
Wake Technical Community College 2008 — 2010
AAS, Web Technologies
Lou Arné's Fidelity Investments Experience October 2014 - Present
Job Regional Coaching Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Skills
Series 24, Series 7, Series 63, Series 65, Investment Strategies, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Advisory, Investment Advisory, Securities, Portfolio Management, Leadership, Relationship Management, FINRA, Equities, Asset Management, Training, Wealth Management..., ETFs, Investments, Mutual Funds, Financial Services, Risk Management, Investment Management, Finance, Hedge Funds, Bonds, Fixed Income, Private Banking, Financial Analysis, Retirement, Options, Capital Markets, Uniform Combined State..., Team Management, 401k
Education
University of Phoenix
Master of Business Administration (MBA)
Appalachian State University
Bachelor of Science, Industrial Engineering
Fidelity Investments October 2014 - Present
Skills
Series 24, Series 7, Series 63, Series 65, Investment Strategies, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Advisory, Investment Advisory, Securities, Portfolio Management, Leadership, Relationship Management, FINRA, Equities, Asset Management, Training, Wealth Management..., ETFs, Investments, Mutual Funds, Financial Services, Risk Management, Investment Management, Finance, Hedge Funds, Bonds, Fixed Income, Private Banking, Financial Analysis, Retirement, Options, Capital Markets, Uniform Combined State..., Team Management, 401k
Education
University of Phoenix
Master of Business Administration (MBA)
Appalachian State University
Bachelor of Science, Industrial Engineering
Cory Niver, CFP®'s Fidelity Investments Experience November 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Education
Arizona State University
Bachelor's degree, Business/Managerial Economics
Fidelity Investments November 2014 - Present
Education
Arizona State University
Bachelor's degree, Business/Managerial Economics
Iesia Irving's Fidelity Investments Experience September 2004 - February 2009
Job Financial Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch October 2014 - Present
Paul Bunyan's Firewood November 2012 - September 2013
Objectif 3P August 2010 - November 2012
Fidelity Investments September 2004 - February 2009
Citi November 2003 - September 2004
Skills
Leadership, Financial Services, Investments, Strategic Planning, Affordable Housing, Public Speaking, Social Media, Fundraising, Public Relations, Marketing, Sales, Project Management, Retirement Planning, Customer Service, Financial Analysis, Portfolio Management
Education
Arizona State University
Bank of America Merrill Lynch October 2014 - Present
Paul Bunyan's Firewood November 2012 - September 2013
Objectif 3P August 2010 - November 2012
Fidelity Investments September 2004 - February 2009
Citi November 2003 - September 2004
Skills
Leadership, Financial Services, Investments, Strategic Planning, Affordable Housing, Public Speaking, Social Media, Fundraising, Public Relations, Marketing, Sales, Project Management, Retirement Planning, Customer Service, Financial Analysis, Portfolio Management
Education
Arizona State University
Stephen Ellison Jr's Fidelity Investments Experience July 2009 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2009 - Present
Computer Science Department Appalachian State University August 2007 - May 2009
OpAns, LLC May 2007 - August 2007
Skills
Agile Methodologies, Java, Spring, Java Enterprise Edition, SOA, Unix, Web Services, Websphere, XML, SDLC, JSP, Software Development, Hibernate, SOAP, ClearCase, Websphere Extreme Scale, Jrules, Drools, Ibatis, SoapUI, SOATest, RAD
Education
Appalachian State University 2007 — 2009
MS, Computer Science
Appalachian State University 2003 — 2007
Bachelor's degree, Computer Science
Fidelity Investments July 2009 - Present
Computer Science Department Appalachian State University August 2007 - May 2009
OpAns, LLC May 2007 - August 2007
Skills
Agile Methodologies, Java, Spring, Java Enterprise Edition, SOA, Unix, Web Services, Websphere, XML, SDLC, JSP, Software Development, Hibernate, SOAP, ClearCase, Websphere Extreme Scale, Jrules, Drools, Ibatis, SoapUI, SOATest, RAD
Education
Appalachian State University 2007 — 2009
MS, Computer Science
Appalachian State University 2003 — 2007
Bachelor's degree, Computer Science
Tim Good's Fidelity Investments Experience October 2011 - November 2012
Job Corporate Recruiter
Industry Staffing and Recruiting
Experience
Fidelity Investments October 2011 - November 2012
ACS, a Xerox Company February 2010 - September 2011
BB&T May 2008 - December 2008
Kimley-Horn and Associates June 2006 - May 2008
Sapphire Technologies August 2005 - June 2006
International Business Machines Corporation November 2000 - July 2005
Merisel Americas August 1999 - November 2000
Skills
AIRS Certified, Interviewing, Technical Recruiting, Data Mining, Social Media, Internet Mining, Applicant Tracking..., Onboarding
Education
Appalachian State University 1989 — 1994
BSBA, Marketing
Appalachian State University 1989 — 1994
Bachelor of Science, Business Administration, Marketing Concentration
Enloe High School 1985 — 1989
High School Diploma, General
Fidelity Investments October 2011 - November 2012
ACS, a Xerox Company February 2010 - September 2011
BB&T May 2008 - December 2008
Kimley-Horn and Associates June 2006 - May 2008
Sapphire Technologies August 2005 - June 2006
International Business Machines Corporation November 2000 - July 2005
Merisel Americas August 1999 - November 2000
Skills
AIRS Certified, Interviewing, Technical Recruiting, Data Mining, Social Media, Internet Mining, Applicant Tracking..., Onboarding
Education
Appalachian State University 1989 — 1994
BSBA, Marketing
Appalachian State University 1989 — 1994
Bachelor of Science, Business Administration, Marketing Concentration
Enloe High School 1985 — 1989
High School Diploma, General
Taylor Greisinger's Fidelity Investments Experience March 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments September 2013 - March 2015
Fidelity Investments August 2012 - September 2013
E*TRADE Financial August 2011 - August 2012
Education
Appalachian State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments March 2015 - Present
Fidelity Investments September 2013 - March 2015
Fidelity Investments August 2012 - September 2013
E*TRADE Financial August 2011 - August 2012
Education
Appalachian State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Susan Mullen's Fidelity Investments Experience January 2008 - February 2012
Job Consultant at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets April 2013 - Present
Fidelity Investments January 2008 - February 2012
National Financial, a Fidelity Investments Company March 2001 - January 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES June 1993 - March 2001
FIDELITY BROKERAGE Brokerage Trader February 1992 - June 1993
Skills
Series 7 and 63 Licenses
Education
Aquinas College
Quincy College
State Street Global Markets April 2013 - Present
Fidelity Investments January 2008 - February 2012
National Financial, a Fidelity Investments Company March 2001 - January 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES June 1993 - March 2001
FIDELITY BROKERAGE Brokerage Trader February 1992 - June 1993
Skills
Series 7 and 63 Licenses
Education
Aquinas College
Quincy College
Nicole Draughon's Fidelity Investments Experience December 2013 - Present
Job HR Solutions Operations Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments June 2013 - December 2013
CARQUEST October 2011 - June 2012
CARQUEST August 2010 - October 2011
Belk August 2006 - August 2010
Belk March 2005 - August 2006
Belk June 2001 - March 2005
Skills
Kronos WFC, Kronos Timekeeping, Payroll Analysis, Merchandising, Management, Analytics, PeopleSoft, Human Capital, Analysts, Interviews, Employee Training, Performance Management, Coaching, Sales, Organizational..., Personnel Management
Education
Appalachian State University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Wayne Community College 1997 — 1999
Associate of Arts (AA), Business Administration and Management, General
Fidelity Investments December 2013 - Present
Fidelity Investments June 2013 - December 2013
CARQUEST October 2011 - June 2012
CARQUEST August 2010 - October 2011
Belk August 2006 - August 2010
Belk March 2005 - August 2006
Belk June 2001 - March 2005
Skills
Kronos WFC, Kronos Timekeeping, Payroll Analysis, Merchandising, Management, Analytics, PeopleSoft, Human Capital, Analysts, Interviews, Employee Training, Performance Management, Coaching, Sales, Organizational..., Personnel Management
Education
Appalachian State University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Wayne Community College 1997 — 1999
Associate of Arts (AA), Business Administration and Management, General
Howard Spielberg's Fidelity Investments Experience October 2003 - Present
Job Regional Vice President Managed Account Solutions
Industry Financial Services
Experience
Fidelity Investments October 2003 - Present
Charles Schwab January 2003 - October 2003
Charles Schwab January 2000 - January 2003
Education
University of Arizona 2012 — 2013
Master of Business Administration (MBA) - Eller School of Management
Arizona State University 1997 — 1999
Bachelor of Science (B.S.), Economics
Gettysburg College 1995 — 1997
Fidelity Investments October 2003 - Present
Charles Schwab January 2003 - October 2003
Charles Schwab January 2000 - January 2003
Education
University of Arizona 2012 — 2013
Master of Business Administration (MBA) - Eller School of Management
Arizona State University 1997 — 1999
Bachelor of Science (B.S.), Economics
Gettysburg College 1995 — 1997
Patricia Postema's Fidelity Investments Experience November 2014 - Present
Job Financial Representative Full Trader
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
University of Colorado Hospital June 2013 - June 2014
Great-West Financial October 2008 - June 2013
Great-West Financial April 2008 - October 2008
Great-West Financial August 2006 - April 2008
King Soopers March 2003 - September 2007
Education
Metropolitan State University of Denver 2013 — 2018
Social Work
Arapahoe Community College 2002 — 2003
Pharmacy Technician/Assistant
Fidelity Investments November 2014 - Present
University of Colorado Hospital June 2013 - June 2014
Great-West Financial October 2008 - June 2013
Great-West Financial April 2008 - October 2008
Great-West Financial August 2006 - April 2008
King Soopers March 2003 - September 2007
Education
Metropolitan State University of Denver 2013 — 2018
Social Work
Arapahoe Community College 2002 — 2003
Pharmacy Technician/Assistant
Matthew Recchia's Fidelity Investments Experience December 2014 - Present
Job Associate Software Development Engineer
Industry Computer Hardware
Experience
Fidelity Investments December 2014 - Present
Skills
Sound, Embedded Systems, Hardware, C, C++, Linux, Testing, Systems Engineering, Electronics, Computer Hardware
Education
Arizona State University 2010 — 2014
Bachelor of Science in Engineering (B.S.E), Computer Systems Engineering
Stevens Institute of Technology 2008 — 2010
Electrical and Electronics Engineering
Fidelity Investments December 2014 - Present
Skills
Sound, Embedded Systems, Hardware, C, C++, Linux, Testing, Systems Engineering, Electronics, Computer Hardware
Education
Arizona State University 2010 — 2014
Bachelor of Science in Engineering (B.S.E), Computer Systems Engineering
Stevens Institute of Technology 2008 — 2010
Electrical and Electronics Engineering
Brandon Devore's Fidelity Investments Experience August 2007 - Present
Job Fund Accountant IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Education
Arkansas State University
Bachelor's Degree, Accounting and Finance, 3.0
Fidelity Investments August 2007 - Present
Education
Arkansas State University
Bachelor's Degree, Accounting and Finance, 3.0
Samuel Yow's Fidelity Investments Experience August 2014 - Present
Job Workplace Guidance at Fidelity Investments
Industry
Experience
Fidelity Investments August 2014 - Present
Education
Appalachian State University 2012 — 2013
Bachelor's Degree, Political Science and Government
Elon University 2009 — 2011
Bachelor's Degree, Political Science and Government
Fidelity Investments August 2014 - Present
Education
Appalachian State University 2012 — 2013
Bachelor's Degree, Political Science and Government
Elon University 2009 — 2011
Bachelor's Degree, Political Science and Government
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank