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
Alexander Dudley Alexander Dudley's Fidelity Investments Experience August 2007 - December 2008
Job Unmanned Aircraft Operator with the United States Army
Industry Military
Experience
United States Army December 2008 - Present
Fidelity Investments August 2007 - December 2008
eBay Inc July 2005 - August 2007
Skills
Finance, Dependable Team Player, Mutual Funds, Computer Proficiency, Customer Satisfaction, Customer Support, Dedication to..., Financial Services, Highly Dedicated, Proficient Typing Skills, Situational Leadership, Stock Trading, Supervisory Experience, Unmanned Vehicles
Education
Timpanongos High School 1998 — 2001
Diploma
Central Texas College
General Studies
United States Army December 2008 - Present
Fidelity Investments August 2007 - December 2008
eBay Inc July 2005 - August 2007
Skills
Finance, Dependable Team Player, Mutual Funds, Computer Proficiency, Customer Satisfaction, Customer Support, Dedication to..., Financial Services, Highly Dedicated, Proficient Typing Skills, Situational Leadership, Stock Trading, Supervisory Experience, Unmanned Vehicles
Education
Timpanongos High School 1998 — 2001
Diploma
Central Texas College
General Studies
Kristen Curtis Kristen Curtis's Fidelity Investments Experience May 2015 - Present
Job at
Industry Apparel & Fashion
Experience
Fidelity Investments May 2015 - Present
UFC GYM October 2013 - May 2015
Lucky Brand Jeans September 2010 - August 2013
ALDO Group September 2008 - April 2010
Skills
Visual Merchandising, Apparel, Fashion, Styling, Merchandising, Trend Analysis, Trend, Store Management, Window Displays, Retail, Loss Prevention, Store Operations, Trend Forecasting, Retail Sales, Fashion Design, Merchandise Planning, Denim, New Store Openings, Inventory Management, Driving Results
Education
University of Phoenix 2013 — 2014
Bachelor of Science (B.S.), Business Management
Central New Mexico Community College 2005 — 2009
Associate's degree, integrated Studies
Fidelity Investments May 2015 - Present
UFC GYM October 2013 - May 2015
Lucky Brand Jeans September 2010 - August 2013
ALDO Group September 2008 - April 2010
Skills
Visual Merchandising, Apparel, Fashion, Styling, Merchandising, Trend Analysis, Trend, Store Management, Window Displays, Retail, Loss Prevention, Store Operations, Trend Forecasting, Retail Sales, Fashion Design, Merchandise Planning, Denim, New Store Openings, Inventory Management, Driving Results
Education
University of Phoenix 2013 — 2014
Bachelor of Science (B.S.), Business Management
Central New Mexico Community College 2005 — 2009
Associate's degree, integrated Studies
Carl Russell, CBCP, EMT-B Carl Russell, CBCP, EMT-B's Fidelity Investments Experience July 2011 - Present
Job Senior Risk Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments March 2007 - June 2011
Fidelity Investments March 2002 - March 2007
Thinkspark, LLC February 2000 - February 2002
Physician Sales and Service December 1995 - February 2000
US Army July 1987 - December 1995
Skills
Certified Business..., CBCP, Business Continuity
Education
Tarrant County College 2003 — 2003
Emergency Medical Technician - Basic
Central Texas College 1991 — 1995
Criminal Justice/Law Enforcement
Texas A&M - Killeen 1991 — 1995
Criminal Justice/Law Enforcement
Bryan Adams High School 1984 — 1987
Graduate, High School
Fidelity Investments July 2011 - Present
Fidelity Investments March 2007 - June 2011
Fidelity Investments March 2002 - March 2007
Thinkspark, LLC February 2000 - February 2002
Physician Sales and Service December 1995 - February 2000
US Army July 1987 - December 1995
Skills
Certified Business..., CBCP, Business Continuity
Education
Tarrant County College 2003 — 2003
Emergency Medical Technician - Basic
Central Texas College 1991 — 1995
Criminal Justice/Law Enforcement
Texas A&M - Killeen 1991 — 1995
Criminal Justice/Law Enforcement
Bryan Adams High School 1984 — 1987
Graduate, High School
Kassia Harris's Fidelity Investments Experience May 2010 - July 2011
Job Assistant Project Manager at Gold Mechanical
Industry Mechanical or Industrial Engineering
Experience
Gold Mechanical May 2014 - Present
Gold Mechanical February 2012 - April 2014
Chase September 2011 - January 2012
Fidelity Investments May 2010 - July 2011
Skills
Administrative..., Microsoft Office, Customer Service, Telephone Skills, Event Planning, Desktop Computers, Research, Office Management, Expense Reports, Data Entry, Office Administration, Project Management, Accounts Payable, Submittals, Organization, Creating Manuals
Education
Sandia High School 1999 — 2003
Central New Mexico Community College
Gold Mechanical May 2014 - Present
Gold Mechanical February 2012 - April 2014
Chase September 2011 - January 2012
Fidelity Investments May 2010 - July 2011
Skills
Administrative..., Microsoft Office, Customer Service, Telephone Skills, Event Planning, Desktop Computers, Research, Office Management, Expense Reports, Data Entry, Office Administration, Project Management, Accounts Payable, Submittals, Organization, Creating Manuals
Education
Sandia High School 1999 — 2003
Central New Mexico Community College
M. Juanita Martinez, PhD M. Juanita Martinez, PhD's Fidelity Investments Experience January 2014 - August 2014
Job Tech 3 at University of New Mexico
Industry Biotechnology
Experience
University of New Mexico September 2014 - Present
Desert Flower Design - Web and Graphics May 2013 - Present
Anatine3D August 2007 - Present
Fidelity Investments January 2014 - August 2014
Madrid Volunteer Fire Department May 2013 - August 2013
National Center for Genome Resources October 2011 - May 2013
The Mind Research Network October 2009 - February 2011
Lovelace Respiratory Research Institute January 2005 - September 2009
Anatine Developments November 2006 - December 2008
2008 University of New Mexico January 2008 - June 2008
Skills
Molecular Biology, Cell Culture, Bioinformatics, Genetics, Genomics, Cell, Biotechnology, Sequencing, Assay Development, Microarray Analysis, Matlab, Laboratory, Systems Biology, Lifesciences, PCR, Biochemistry, Western Blotting, qPCR, Research, DNA sequencing, Cell Biology, DNA, High Throughput..., Genotyping, Computational Biology, Microarray, Microbiology, Protein Chemistry, Sequence Analysis, Science
Education
University of Oregon 1995 — 2001
Ph.D., Chemistry, Institute of Molecular Biology
Central New Mexico Community College 2009 — 2013
Graphic arts and web design
The University of New Mexico 1991 — 1995
B.A., Chemistry, Biology
Rio Grande High School 1987 — 1991
HS, Math, Science
Choate Rosemary Hall 1989 — 1990
HS junior, Science
University of New Mexico September 2014 - Present
Desert Flower Design - Web and Graphics May 2013 - Present
Anatine3D August 2007 - Present
Fidelity Investments January 2014 - August 2014
Madrid Volunteer Fire Department May 2013 - August 2013
National Center for Genome Resources October 2011 - May 2013
The Mind Research Network October 2009 - February 2011
Lovelace Respiratory Research Institute January 2005 - September 2009
Anatine Developments November 2006 - December 2008
2008 University of New Mexico January 2008 - June 2008
Skills
Molecular Biology, Cell Culture, Bioinformatics, Genetics, Genomics, Cell, Biotechnology, Sequencing, Assay Development, Microarray Analysis, Matlab, Laboratory, Systems Biology, Lifesciences, PCR, Biochemistry, Western Blotting, qPCR, Research, DNA sequencing, Cell Biology, DNA, High Throughput..., Genotyping, Computational Biology, Microarray, Microbiology, Protein Chemistry, Sequence Analysis, Science
Education
University of Oregon 1995 — 2001
Ph.D., Chemistry, Institute of Molecular Biology
Central New Mexico Community College 2009 — 2013
Graphic arts and web design
The University of New Mexico 1991 — 1995
B.A., Chemistry, Biology
Rio Grande High School 1987 — 1991
HS, Math, Science
Choate Rosemary Hall 1989 — 1990
HS junior, Science
Stephen Tyler Smith Stephen Tyler Smith's Fidelity Investments Experience January 2015 - Present
Job Associate Software Engineer Developer
Industry Computer Software
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments August 2014 - December 2014
Fidelity Investments May 2014 - August 2014
University of North Carolina at Chapel Hill January 2013 - May 2014
Skills
Java, Python, JavaScript, HTML, Teamwork, Software Development, Microsoft Office, Web Development, Research, jQuery, Social Media, Microsoft Word, Photoshop, Microsoft Excel, Customer Service, Public Speaking, Social Networking, C# 4.0, SQLite, PowerPoint, Facebook, Spring Framework, Spring MVC
Education
University of North Carolina at Chapel Hill 2012 — 2014
Currently pursuing a Bachelor of Science (BS), Computer Science, Senior
Central Piedmont Community College 2010 — 2012
Associate of Arts (AA), General Studies
Fidelity Investments January 2015 - Present
Fidelity Investments August 2014 - December 2014
Fidelity Investments May 2014 - August 2014
University of North Carolina at Chapel Hill January 2013 - May 2014
Skills
Java, Python, JavaScript, HTML, Teamwork, Software Development, Microsoft Office, Web Development, Research, jQuery, Social Media, Microsoft Word, Photoshop, Microsoft Excel, Customer Service, Public Speaking, Social Networking, C# 4.0, SQLite, PowerPoint, Facebook, Spring Framework, Spring MVC
Education
University of North Carolina at Chapel Hill 2012 — 2014
Currently pursuing a Bachelor of Science (BS), Computer Science, Senior
Central Piedmont Community College 2010 — 2012
Associate of Arts (AA), General Studies
Jill Ulery Jill Ulery's Fidelity Investments Experience September 2008 - May 2012
Job Manager, Advisory Financial Management at PricewaterhouseCoopers LLP
Industry Financial Services
Experience
PricewaterhouseCoopers LLP May 2012 - Present
Fidelity Investments September 2008 - May 2012
The Home Depot July 2003 - August 2008
American Tower February 2001 - June 2003
Deloitte November 1998 - February 2001
Lefkowitz, Garfinkle April 1997 - November 1998
KPMG November 1996 - April 1997
Elwell, Cangiano June 1994 - November 1996
Skills
Financial Reporting, Consolidation, Internal Controls, Sarbanes-Oxley Act, US GAAP, Auditing, Financial Analysis, Accounting, Essbase, PMP, Process Improvement, Strategic Financial..., ERP, Accounts Receivable, SAP, Cross-functional Team..., GAAP, Finance
Education
Central Connecticut State University
Bachelor of Science, Accounting
PricewaterhouseCoopers LLP May 2012 - Present
Fidelity Investments September 2008 - May 2012
The Home Depot July 2003 - August 2008
American Tower February 2001 - June 2003
Deloitte November 1998 - February 2001
Lefkowitz, Garfinkle April 1997 - November 1998
KPMG November 1996 - April 1997
Elwell, Cangiano June 1994 - November 1996
Skills
Financial Reporting, Consolidation, Internal Controls, Sarbanes-Oxley Act, US GAAP, Auditing, Financial Analysis, Accounting, Essbase, PMP, Process Improvement, Strategic Financial..., ERP, Accounts Receivable, SAP, Cross-functional Team..., GAAP, Finance
Education
Central Connecticut State University
Bachelor of Science, Accounting
Laura McClure Laura McClure's Fidelity Investments Experience February 2012 - Present
Job QDRO Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments October 2010 - February 2012
Fidelity Investments May 2009 - October 2010
Fidelity Investments July 2007 - May 2009
Skills
Legal Writing, Legal Review, Defined Benefit, Defined Contribution, Research, Mutual Funds, Microsoft Excel, Relationship Management, Customer Service, Investments, Financial Services, Securities, Legal Documents, Case Management, Project Management
Education
Cedarville University 2003 — 2007
Bachelor of Arts (B.A.), Pre-Law Studies
Fidelity Investments February 2012 - Present
Fidelity Investments October 2010 - February 2012
Fidelity Investments May 2009 - October 2010
Fidelity Investments July 2007 - May 2009
Skills
Legal Writing, Legal Review, Defined Benefit, Defined Contribution, Research, Mutual Funds, Microsoft Excel, Relationship Management, Customer Service, Investments, Financial Services, Securities, Legal Documents, Case Management, Project Management
Education
Cedarville University 2003 — 2007
Bachelor of Arts (B.A.), Pre-Law Studies
Daretha Hodges, PMP's Fidelity Investments Experience October 2012 - February 2013
Job VP, Project Management at Situs
Industry Financial Services
Experience
Situs June 2013 - July 2015
The DARTON GROUP March 2013 - June 2013
Fidelity Investments October 2012 - February 2013
Wells Fargo May 2012 - September 2012
Schaeffler Group August 2011 - March 2012
Carolinas Healthcare System May 2011 - July 2011
Wachovia, A Wells Fargo Company January 2010 - December 2010
Bank of America September 2007 - May 2008
Wachovia, A Wells Fargo Company 2007 - 2007
Bank of America July 2006 - 2007
Skills
Manufacturing, IT Strategy, PMO, Business Process, Vendor Management, Program Management, PMP, SDLC, MS Project, Resource Management, Process Improvement, Project Portfolio..., Six Sigma, Business Process..., Cross-functional Team..., Business Intelligence, SharePoint, Team Leadership, Technical Recruiting, Project Planning, Software Implementation, IT Service Management, Software Project..., Change Management, Visio, Quality Assurance, Process Development, Process Engineering, IT Management, Requirements Analysis, Release Management, Project Delivery, Deployment, Risk Mitigation, Banking, Business Relationship..., ERP, Documentation, Healthcare, Retail, Leadership, Software Documentation, CRM, Training, Project Management, Agile Methodologies, Strategy, System Deployment, Management, Software Development
Education
East Carolina University 2010 — 2016
Bus and IT Education, IT and Education
Central Piedmont Community College 2011 — 2012
Certification, Healthcare: Practice Workflow and Info Mgt Redesign Specialist
Central Piedmont Community College 2008 — 2009
PMP, Project Mgt
Craven Community College
Asssociates Degree, Business and Information Technology; Business Administration
Dale Carnegie Sales CourseDale Carnegie Charlotte
Six Sigma
Situs June 2013 - July 2015
The DARTON GROUP March 2013 - June 2013
Fidelity Investments October 2012 - February 2013
Wells Fargo May 2012 - September 2012
Schaeffler Group August 2011 - March 2012
Carolinas Healthcare System May 2011 - July 2011
Wachovia, A Wells Fargo Company January 2010 - December 2010
Bank of America September 2007 - May 2008
Wachovia, A Wells Fargo Company 2007 - 2007
Bank of America July 2006 - 2007
Skills
Manufacturing, IT Strategy, PMO, Business Process, Vendor Management, Program Management, PMP, SDLC, MS Project, Resource Management, Process Improvement, Project Portfolio..., Six Sigma, Business Process..., Cross-functional Team..., Business Intelligence, SharePoint, Team Leadership, Technical Recruiting, Project Planning, Software Implementation, IT Service Management, Software Project..., Change Management, Visio, Quality Assurance, Process Development, Process Engineering, IT Management, Requirements Analysis, Release Management, Project Delivery, Deployment, Risk Mitigation, Banking, Business Relationship..., ERP, Documentation, Healthcare, Retail, Leadership, Software Documentation, CRM, Training, Project Management, Agile Methodologies, Strategy, System Deployment, Management, Software Development
Education
East Carolina University 2010 — 2016
Bus and IT Education, IT and Education
Central Piedmont Community College 2011 — 2012
Certification, Healthcare: Practice Workflow and Info Mgt Redesign Specialist
Central Piedmont Community College 2008 — 2009
PMP, Project Mgt
Craven Community College
Asssociates Degree, Business and Information Technology; Business Administration
Dale Carnegie Sales CourseDale Carnegie Charlotte
Six Sigma
Justin Maples Justin Maples's Fidelity Investments Experience February 2010 - Present
Job Tax Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2010 - Present
Brown Brothers Harriman June 1997 - July 2001
Skills
Mutual Funds, Accounting, Financial Reporting, Financial Analysis, Securities, Microsoft Excel, Management, Leadership, Customer Service, Equities, Public Speaking, Process Improvement, Microsoft Office, Budgets, Microsoft Word, Finance
Education
Centenary College 1994 — 1996
Business Administration and Management, General
Niagara University 1991 — 1994
Business/Corporate Communications, Senior
Academic HS 1987 — 1991
Fidelity Investments February 2010 - Present
Brown Brothers Harriman June 1997 - July 2001
Skills
Mutual Funds, Accounting, Financial Reporting, Financial Analysis, Securities, Microsoft Excel, Management, Leadership, Customer Service, Equities, Public Speaking, Process Improvement, Microsoft Office, Budgets, Microsoft Word, Finance
Education
Centenary College 1994 — 1996
Business Administration and Management, General
Niagara University 1991 — 1994
Business/Corporate Communications, Senior
Academic HS 1987 — 1991
Dawn Ferullo Dawn Ferullo's Fidelity Investments Experience 1999 - 2002
Job Managing Director at The eLearning Company
Industry E-Learning
Experience
The eLearning Company January 2012 - Present
DFLearning January 2003 - December 2011
RBS February 2008 - February 2009
Fidelity Investments 1999 - 2002
Skills
Articulate, Captivate, PowerPoint, Instructional Design, E-learning, Storyboarding, ADDIE, Information Mapping, Course Development, E-learning Development, Voice Over, E-Learning, Learning Management, Instructional Technology, Project Management, Training Delivery, Instructor-led Training, Performance Consulting, Blended Learning, Needs Analysis, Training, Articulate Studio, Hands-on Training, Distance Learning, Training Needs Analysis, Social Learning, Learning Management..., Lectora, Technical Training, Mobile Learning, SCORM, Content Development, Soft Skills, SnagIt, Performance Improvement
Education
Emerson College 1999 — 2002
MA, Management Communication
Central Connecticut State University 1991 — 1996
BA, Communication
The eLearning Company January 2012 - Present
DFLearning January 2003 - December 2011
RBS February 2008 - February 2009
Fidelity Investments 1999 - 2002
Skills
Articulate, Captivate, PowerPoint, Instructional Design, E-learning, Storyboarding, ADDIE, Information Mapping, Course Development, E-learning Development, Voice Over, E-Learning, Learning Management, Instructional Technology, Project Management, Training Delivery, Instructor-led Training, Performance Consulting, Blended Learning, Needs Analysis, Training, Articulate Studio, Hands-on Training, Distance Learning, Training Needs Analysis, Social Learning, Learning Management..., Lectora, Technical Training, Mobile Learning, SCORM, Content Development, Soft Skills, SnagIt, Performance Improvement
Education
Emerson College 1999 — 2002
MA, Management Communication
Central Connecticut State University 1991 — 1996
BA, Communication
Jordan Bowers, MBA, ARPC Jordan Bowers, MBA, ARPC's Fidelity Investments Experience March 2007 - April 2009
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds February 2014 - Present
Great West June 2011 - February 2014
ADP April 2009 - June 2011
Fidelity Investments March 2007 - April 2009
Fidelity Investments June 2006 - March 2007
Education
Centenary College 2008 — 2011
MBA, Management
University of Rhode Island 2001 — 2006
BS, Economics
University of Rhode Island - College of Business Administration 2001 — 2006
BS, Marketing
American Funds February 2014 - Present
Great West June 2011 - February 2014
ADP April 2009 - June 2011
Fidelity Investments March 2007 - April 2009
Fidelity Investments June 2006 - March 2007
Education
Centenary College 2008 — 2011
MBA, Management
University of Rhode Island 2001 — 2006
BS, Economics
University of Rhode Island - College of Business Administration 2001 — 2006
BS, Marketing
Meara Kirsch, PHR, SHRM-CP's Fidelity Investments Experience July 2012 - Present
Job Human Resources Talent Development
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
GlaxoSmithKline March 2011 - December 2011
GlaxoSmithKline September 2007 - March 2011
GlaxoSmithkline January 2006 - August 2007
GlaxoSmithKline November 2003 - November 2005
GlaxoSmithKline June 2001 - October 2003
Skills
Talent Management, Talent Acquisition, Human Resources, Recruiting, Employee Relations, Change Management, Vendor Management, Onboarding, Leadership, Sourcing, Leadership Development, Training, Mentoring, Management, Career Development, Performance Management, Program Management, Succession Planning, Process Improvement, Workforce Planning, Employee Engagement, Learning Management, Employee Training, Training & Development, Instructor-led Training, HR Policies, Staff Development, Applicant Tracking..., Organizational..., Temporary Placement, Training Delivery, Workshop Facilitation, College Recruiting, Contract Negotiation, Interviews, HRIS, HR Consulting, Communications, Career Counseling, Graduate Recruitment, High Potential Programs, High Potential..., Diversity and Inclusion
Education
Central Connecticut State University
BA, Communication
Fidelity Investments July 2012 - Present
GlaxoSmithKline March 2011 - December 2011
GlaxoSmithKline September 2007 - March 2011
GlaxoSmithkline January 2006 - August 2007
GlaxoSmithKline November 2003 - November 2005
GlaxoSmithKline June 2001 - October 2003
Skills
Talent Management, Talent Acquisition, Human Resources, Recruiting, Employee Relations, Change Management, Vendor Management, Onboarding, Leadership, Sourcing, Leadership Development, Training, Mentoring, Management, Career Development, Performance Management, Program Management, Succession Planning, Process Improvement, Workforce Planning, Employee Engagement, Learning Management, Employee Training, Training & Development, Instructor-led Training, HR Policies, Staff Development, Applicant Tracking..., Organizational..., Temporary Placement, Training Delivery, Workshop Facilitation, College Recruiting, Contract Negotiation, Interviews, HRIS, HR Consulting, Communications, Career Counseling, Graduate Recruitment, High Potential Programs, High Potential..., Diversity and Inclusion
Education
Central Connecticut State University
BA, Communication
Tom Giulietti Tom Giulietti's Fidelity Investments Experience 2002 - 2005
Job Global BPO HR Service Exec Tata Consultancy Services
Industry Outsourcing/Offshoring
Experience
Tata Consultancy Services February 2011 - Present
Accenture March 2005 - February 2011
Fidelity Investments 2002 - 2005
ADP 1986 - 2002
Skills
Transition Management, Change Management, Organizational..., Business Development, Strategic Planning, Outsourcing, Performance Management, CRM, Process Improvement, Strategy, Leadership, Customer Service, Payroll, Human Resources, Team Building, Project Management, Business Process..., Cross-functional Team..., Account Management, Vendor Management, BPO, Call Centers, Business Planning, P&L Management, Operational Excellence, Sales Management, Business Transformation, Management Consulting, Business Analysis, Global Delivery, Team Management, Offshoring, Business Process, Service Delivery, Consulting, Program Management, Business Intelligence, ERP, Shared Services, Business Process..., Resource Management, Pre-sales, PMO, HRO, IT Outsourcing
Education
University of New Haven 1983 — 1989
MBA, Marketing
Central Connecticut State University 1976 — 1980
BS, Accounting
Tata Consultancy Services February 2011 - Present
Accenture March 2005 - February 2011
Fidelity Investments 2002 - 2005
ADP 1986 - 2002
Skills
Transition Management, Change Management, Organizational..., Business Development, Strategic Planning, Outsourcing, Performance Management, CRM, Process Improvement, Strategy, Leadership, Customer Service, Payroll, Human Resources, Team Building, Project Management, Business Process..., Cross-functional Team..., Account Management, Vendor Management, BPO, Call Centers, Business Planning, P&L Management, Operational Excellence, Sales Management, Business Transformation, Management Consulting, Business Analysis, Global Delivery, Team Management, Offshoring, Business Process, Service Delivery, Consulting, Program Management, Business Intelligence, ERP, Shared Services, Business Process..., Resource Management, Pre-sales, PMO, HRO, IT Outsourcing
Education
University of New Haven 1983 — 1989
MBA, Marketing
Central Connecticut State University 1976 — 1980
BS, Accounting
Tim MacDougall Tim MacDougall's Fidelity Investments Experience August 2012 - February 2014
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade February 2014 - Present
TD Ameritrade February 2014 - December 2014
Fidelity Investments August 2012 - February 2014
Coldwell Banker Residential Brokerage March 2011 - December 2013
Fidelity Investments August 2012 - April 2013
Skills
Investments, Financial Analysis, Portfolio Management, Risk Management, Getting to Yes, Teamwork, Equity Trading, Fixed Income Analysis, Public Speaking, Management, Leadership, Contract Negotiation, Options Strategies, Business Development, Short Sales, Market Research, Equity Research, Portfolio Assessment, Diversification, Stock Trading, RIAs, Risk Analysis, Consultative Selling..., Consultative Sales..., Growth Investing, Value Investing, Contract Negotiations, Analysis, Equities, Trading, Finance, Series 7, Microsoft Office
Education
Cedarville University 2006 — 2010
BA
TD Ameritrade February 2014 - Present
TD Ameritrade February 2014 - December 2014
Fidelity Investments August 2012 - February 2014
Coldwell Banker Residential Brokerage March 2011 - December 2013
Fidelity Investments August 2012 - April 2013
Skills
Investments, Financial Analysis, Portfolio Management, Risk Management, Getting to Yes, Teamwork, Equity Trading, Fixed Income Analysis, Public Speaking, Management, Leadership, Contract Negotiation, Options Strategies, Business Development, Short Sales, Market Research, Equity Research, Portfolio Assessment, Diversification, Stock Trading, RIAs, Risk Analysis, Consultative Selling..., Consultative Sales..., Growth Investing, Value Investing, Contract Negotiations, Analysis, Equities, Trading, Finance, Series 7, Microsoft Office
Education
Cedarville University 2006 — 2010
BA
Greg Blackwell, CISSP, CPP Greg Blackwell, CISSP, CPP's Fidelity Investments Experience March 1986 - December 1995
Job Senior Manager, Insider Threat Mitigation, Global Cyber Assurance, HP Cyber Security
Industry Security and Investigations
Experience
Hewlett-Packard April 2015 - Present
Guidepost Solutions, LLC - Technology, Design & Consulting November 2010 - April 2015
Texas Instruments 1999 - February 2010
MCI 1996 - 1999
Fidelity Investments March 1986 - December 1995
Skills
Physical Security, Business Continuity, Strategic Planning, Policy, Supply Chain Security
Education
Northwestern University - Kellogg School of Management 2006 — 2006
Certificate, Security Management
Georgetown University 2005 — 2005
Certificate, Security Management
Central Michigan University 1988 — 1991
Post Gradutate Studies, Security Administration
The University of Texas at Arlington 1981 — 1983
B.S., Criminal Justice
Hewlett-Packard April 2015 - Present
Guidepost Solutions, LLC - Technology, Design & Consulting November 2010 - April 2015
Texas Instruments 1999 - February 2010
MCI 1996 - 1999
Fidelity Investments March 1986 - December 1995
Skills
Physical Security, Business Continuity, Strategic Planning, Policy, Supply Chain Security
Education
Northwestern University - Kellogg School of Management 2006 — 2006
Certificate, Security Management
Georgetown University 2005 — 2005
Certificate, Security Management
Central Michigan University 1988 — 1991
Post Gradutate Studies, Security Administration
The University of Texas at Arlington 1981 — 1983
B.S., Criminal Justice
Doreen Vreeland Doreen Vreeland's Fidelity Investments Experience February 2014 - Present
Job Retired Talent Acquisition and Analytics Executive
Industry Financial Services
Experience
Retired April 2015 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments 2008 - January 2014
Liberty Mutual 2006 - 2008
Hanover Insurance 2004 - 2005
Aetna 2000 - 2004
Aetna 1982 - 2000
Woods Hole Oceanographic Institution 1993 - 1994
Skills
Talent Acquisition, Talent Management, Recruiting, Management, Human Resources, Sourcing, Employee Relations, Vendor Management, Leadership, Applicant Tracking..., Temporary Placement, Change Management, Employer Branding, Strategy, Employee Benefits, Onboarding, Data Analysis, Hiring, Performance Management, Process Improvement, Interviews, Staffing Analytics, Resource Management, Recruitment Advertising, E-recruitment, SDLC, Internet Recruiting, Technical Recruiting, Deferred Compensation, Succession Planning, Program Management, College Recruiting, Executive Search, Workforce Planning, Employee Engagement, Data Presentation, Full-cycle Recruiting, Creative Sourcing, Diversity Recruitment, Targeted Selection, Visionary Thinking, Managing Processes, Operational Excellence, Strategic Leadership, Strategic Sourcing, Tableau, Microsoft Excel
Education
Central Connecticut State University
BS, Business Administration and Marketing
Trinity College-Hartford
Graduate course, Intercultural/Multicultural and Diversity Studies
Retired April 2015 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments 2008 - January 2014
Liberty Mutual 2006 - 2008
Hanover Insurance 2004 - 2005
Aetna 2000 - 2004
Aetna 1982 - 2000
Woods Hole Oceanographic Institution 1993 - 1994
Skills
Talent Acquisition, Talent Management, Recruiting, Management, Human Resources, Sourcing, Employee Relations, Vendor Management, Leadership, Applicant Tracking..., Temporary Placement, Change Management, Employer Branding, Strategy, Employee Benefits, Onboarding, Data Analysis, Hiring, Performance Management, Process Improvement, Interviews, Staffing Analytics, Resource Management, Recruitment Advertising, E-recruitment, SDLC, Internet Recruiting, Technical Recruiting, Deferred Compensation, Succession Planning, Program Management, College Recruiting, Executive Search, Workforce Planning, Employee Engagement, Data Presentation, Full-cycle Recruiting, Creative Sourcing, Diversity Recruitment, Targeted Selection, Visionary Thinking, Managing Processes, Operational Excellence, Strategic Leadership, Strategic Sourcing, Tableau, Microsoft Excel
Education
Central Connecticut State University
BS, Business Administration and Marketing
Trinity College-Hartford
Graduate course, Intercultural/Multicultural and Diversity Studies
Jake Sroczynski Jake Sroczynski's Fidelity Investments Experience July 2010 - March 2011
Job Director ► Strategy, Marketing Analytics at MarketShare
Industry Marketing and Advertising
Experience
MarketShare July 2012 - Present
Aspen Marketing Services September 2011 - April 2012
Carnival Cruise Lines March 2011 - September 2011
Fidelity Investments July 2010 - March 2011
Fidelity Investments July 2009 - July 2010
Fidelity Investments August 2007 - July 2009
Fidelity Investments July 2005 - July 2007
Skills
Marketing Mix Modeling, Direct Marketing..., Analytics, Email Marketing, Database Marketing, Omniture, Microsoft Excel, Strategy, Segmentation, Business Strategy, Leadership, Competitive Analysis, CRM, Data Mining, Management, Marketing, Forecasting, Project Management, Data Analysis, Marketing Strategy, Analysis
Education
Suffolk University - Sawyer Business School 2006 — 2008
Masters, MBA - Finance
University of Maryland Baltimore County 2002 — 2005
Bachelor of Science, Financial Economics
Central Connecticut State University 2001 — 2002
International Business
MarketShare July 2012 - Present
Aspen Marketing Services September 2011 - April 2012
Carnival Cruise Lines March 2011 - September 2011
Fidelity Investments July 2010 - March 2011
Fidelity Investments July 2009 - July 2010
Fidelity Investments August 2007 - July 2009
Fidelity Investments July 2005 - July 2007
Skills
Marketing Mix Modeling, Direct Marketing..., Analytics, Email Marketing, Database Marketing, Omniture, Microsoft Excel, Strategy, Segmentation, Business Strategy, Leadership, Competitive Analysis, CRM, Data Mining, Management, Marketing, Forecasting, Project Management, Data Analysis, Marketing Strategy, Analysis
Education
Suffolk University - Sawyer Business School 2006 — 2008
Masters, MBA - Finance
University of Maryland Baltimore County 2002 — 2005
Bachelor of Science, Financial Economics
Central Connecticut State University 2001 — 2002
International Business
Patricia Williamson Patricia Williamson's Fidelity Investments Experience 2004 - 2004
Job Senior Graphic Designer
Industry Marketing and Advertising
Experience
Freelance June 2015 - Present
Staples, Senior Graphic Designer/Production Artist April 2015 - June 2015
Freelance Graphic Designer March 2013 - April 2015
AssuraMed (formerly Invacare Supply Group) July 2006 - March 2013
The Gillette Company July 2004 - July 2006
Fidelity Investments 2004 - 2004
Skills
Direct Mail, Brand Development, Microsoft Office, Adobe Creative Suite, Creativity, Trade Shows, Packaging, Catalogs, Web Design, Photography, Medical Devices, Fast-paced, Product Knowledge, Promotions, Advertising, B-B advertising, Brochures, Email Marketing, Sports Marketing and..., Sporting Goods Catalogs, Financial, Email Banners and..., Retail Design, Marketing, Adobe Acrobat, Digital Marketing, Graphic Design, Layout
Education
Central Connecticut State University 1989 — 1991
Bachelor's degree, Industrial Technology Graphic Design Management
Freelance June 2015 - Present
Staples, Senior Graphic Designer/Production Artist April 2015 - June 2015
Freelance Graphic Designer March 2013 - April 2015
AssuraMed (formerly Invacare Supply Group) July 2006 - March 2013
The Gillette Company July 2004 - July 2006
Fidelity Investments 2004 - 2004
Skills
Direct Mail, Brand Development, Microsoft Office, Adobe Creative Suite, Creativity, Trade Shows, Packaging, Catalogs, Web Design, Photography, Medical Devices, Fast-paced, Product Knowledge, Promotions, Advertising, B-B advertising, Brochures, Email Marketing, Sports Marketing and..., Sporting Goods Catalogs, Financial, Email Banners and..., Retail Design, Marketing, Adobe Acrobat, Digital Marketing, Graphic Design, Layout
Education
Central Connecticut State University 1989 — 1991
Bachelor's degree, Industrial Technology Graphic Design Management
Jordan Bannerman's Fidelity Investments Experience January 2015 - Present
Job Financial Services Representative at SunTrust Bank
Industry Banking
Experience
Fidelity Investments January 2015 - Present
SunTrust Bank April 2014 - January 2015
Bannerman Wealth Management Group, LLC May 2012 - April 2014
The Lapeer Agency DBA PLPD Inc February 2011 - May 2012
Skills
Investments, Microsoft Word, Finance, Insurance, Sales, Microsoft Excel, Customer Service, Banking, Property & Casualty..., Strategic Planning, Marketing, Leadership, Budgets, Management, Negotiation, Financial Risk, Financial Planning
Education
Walsh College of Accountancy and Business Administration 2011 — 2016
Finance and Financial Management Services
Central Michigan University 2009 — 2011
Business Administration and Management, General
Delta College 2007 — 2009
Business Administration and Management, General
Bay City Central 2003 — 2007
Fidelity Investments January 2015 - Present
SunTrust Bank April 2014 - January 2015
Bannerman Wealth Management Group, LLC May 2012 - April 2014
The Lapeer Agency DBA PLPD Inc February 2011 - May 2012
Skills
Investments, Microsoft Word, Finance, Insurance, Sales, Microsoft Excel, Customer Service, Banking, Property & Casualty..., Strategic Planning, Marketing, Leadership, Budgets, Management, Negotiation, Financial Risk, Financial Planning
Education
Walsh College of Accountancy and Business Administration 2011 — 2016
Finance and Financial Management Services
Central Michigan University 2009 — 2011
Business Administration and Management, General
Delta College 2007 — 2009
Business Administration and Management, General
Bay City Central 2003 — 2007
Judi Williams, MHA Judi Williams, MHA's Fidelity Investments Experience August 2010 - Present
Job Inheritor Specialist with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Skills
Employee Benefits, Vendor Management, Strategic Planning, Team Building, Coaching, Marketing, Customer Service, Process Improvement, Negotiation, Insurance, Business Analysis, Life Insurance, Public Speaking, Leadership Development, Training, Microsoft Office, Series 7
Education
Central Michigan University 1996 — 1998
Master of Science
Wayne State University
BA
Fidelity Investments August 2010 - Present
Skills
Employee Benefits, Vendor Management, Strategic Planning, Team Building, Coaching, Marketing, Customer Service, Process Improvement, Negotiation, Insurance, Business Analysis, Life Insurance, Public Speaking, Leadership Development, Training, Microsoft Office, Series 7
Education
Central Michigan University 1996 — 1998
Master of Science
Wayne State University
BA
Flint Horton Flint Horton's Fidelity Investments Experience 1996 - 1997
Job Independent Web Design/Network Security
Industry Computer & Network Security
Experience
Traverse Health Clinic January 2008 - Present
Munson Medical Center January 2005 - Present
ROI Direct March 1999 - November 2000
Sephora.com March 1999 - November 1999
State Street Bank 1997 - 1999
State Street Corp 1996 - 1999
State Street Bank 1996 - 1999
Fidelity Investments 1996 - 1997
American Management Systems 1993 - 1995
Computer Sciences Corporation 1990 - 1993
Skills
Database Development, Database Administration, Relational Databases, Data Modeling, Database Management, Database Design, Healthcare IT, Data Analysis, Data Warehousing, SQL, Data Integration, Databases, Customer Relations, Data Quality, Windows, Business Analysis, Data Management, Integration, Customer Service, Administration, Requirements Analysis, Linux, HTML, Process Improvement, Troubleshooting, Software Documentation
Education
Central Michigan University 1977 — 1983
B.S.
Chesaning High School 1974 — 1977
Traverse Health Clinic January 2008 - Present
Munson Medical Center January 2005 - Present
ROI Direct March 1999 - November 2000
Sephora.com March 1999 - November 1999
State Street Bank 1997 - 1999
State Street Corp 1996 - 1999
State Street Bank 1996 - 1999
Fidelity Investments 1996 - 1997
American Management Systems 1993 - 1995
Computer Sciences Corporation 1990 - 1993
Skills
Database Development, Database Administration, Relational Databases, Data Modeling, Database Management, Database Design, Healthcare IT, Data Analysis, Data Warehousing, SQL, Data Integration, Databases, Customer Relations, Data Quality, Windows, Business Analysis, Data Management, Integration, Customer Service, Administration, Requirements Analysis, Linux, HTML, Process Improvement, Troubleshooting, Software Documentation
Education
Central Michigan University 1977 — 1983
B.S.
Chesaning High School 1974 — 1977
Jeff Zapolski Jeff Zapolski's Fidelity Investments Experience August 2011 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
CMU Volunteer Center August 2010 - May 2011
Ameriprise Financial July 2010 - August 2010
Skills
Series 7, Series 63, Excel
Education
Central Michigan University 2007 — 2011
BSBA, Finance, Economics
Fidelity Investments August 2011 - Present
CMU Volunteer Center August 2010 - May 2011
Ameriprise Financial July 2010 - August 2010
Skills
Series 7, Series 63, Excel
Education
Central Michigan University 2007 — 2011
BSBA, Finance, Economics
Jody P. Medford, CFP® Jody P. Medford, CFP®'s Fidelity Investments Experience December 1995 - March 2009
Job CoFounder & CEO of LineGuard Investments
Industry Financial Services
Experience
LineGuard Investments May 2011 - Present
Confidential Company April 2009 - May 2011
Fidelity Investments December 1995 - March 2009
Education
College for Financial Planning
Certified Financial Planner
Central Michigan University 1990 — 1994
Bachelor of Science, Finance
Walt Disney World, Orlando, FL 1992 — 1992
Ducktorate Degree, College Program
LineGuard Investments May 2011 - Present
Confidential Company April 2009 - May 2011
Fidelity Investments December 1995 - March 2009
Education
College for Financial Planning
Certified Financial Planner
Central Michigan University 1990 — 1994
Bachelor of Science, Finance
Walt Disney World, Orlando, FL 1992 — 1992
Ducktorate Degree, College Program
Kenneth Bishop Kenneth Bishop's Fidelity Investments Experience May 2006 - November 2009
Job Senior Project Manager at Thomson Reuters Elite
Industry Computer Software
Experience
Thomson Reuters Elite March 2015 - Present
Batesville Casket Company January 2014 - March 2015
Proactis Group March 2011 - October 2013
Health Dialog November 2010 - February 2011
Newsweek January 2010 - September 2010
Fidelity Investments May 2006 - November 2009
CODA January 2003 - May 2006
Skills
Business Process, Systems Analysis, SQL, CRM, Business Analysis, Requirements Gathering, Project Management, MS Project, System Configuration, Financial Software..., Software Procurement, Software Contracts, SRM, Problem Solving, Process Improvement, SaaS, Project and Resource..., Budget & Cost Management, Team Building and..., Risk Management, Business Requirements, Testing, Analysis, Management, Project Planning, Business Intelligence
Education
Central Connecticut State University
BS, Accounting
Thomson Reuters Elite March 2015 - Present
Batesville Casket Company January 2014 - March 2015
Proactis Group March 2011 - October 2013
Health Dialog November 2010 - February 2011
Newsweek January 2010 - September 2010
Fidelity Investments May 2006 - November 2009
CODA January 2003 - May 2006
Skills
Business Process, Systems Analysis, SQL, CRM, Business Analysis, Requirements Gathering, Project Management, MS Project, System Configuration, Financial Software..., Software Procurement, Software Contracts, SRM, Problem Solving, Process Improvement, SaaS, Project and Resource..., Budget & Cost Management, Team Building and..., Risk Management, Business Requirements, Testing, Analysis, Management, Project Planning, Business Intelligence
Education
Central Connecticut State University
BS, Accounting
Troy Neily AIF® Troy Neily AIF®'s Fidelity Investments Experience March 1997 - October 1998
Job Partner at Flatiron Financial Group
Industry Financial Services
Experience
Flatiron Financial Group May 2006 - Present
Charles Schwab April 2003 - April 2006
Charles Schwab November 1998 - April 2003
Fidelity Investments March 1997 - October 1998
The Hartford 1995 - 1997
Skills
401k, Investment Advisory, Retirement Plan..., Qualified Retirement..., Asset Managment, RIA, Investment Strategies, Fixed Income, Series 7, Series 63, Retirement Planning, Wealth Management, Investment Advisory..., Small Business, AIF, Securities, Investments, Insurance, Retirement, Financial Advisory, IRAs, Pensions, Profit Sharing, Defined Benefit, Portfolio Management, Employee Benefits, 401k Rollovers, Investment Management, Series 6, Fixed Annuities, Disability Insurance, Asset Management, Long-term Care, Asset Allocation, Finance, Estate Planning, Mutual Funds, Alternative Investments, Financial Services, Variable Annuities, ETFs, Strategic Financial..., Term Life Insurance, Series 65, FINRA, Equities, Financial Planners, ERISA, Wealth Accumulation, Financial Planning
Education
Central Connecticut State University
Flatiron Financial Group May 2006 - Present
Charles Schwab April 2003 - April 2006
Charles Schwab November 1998 - April 2003
Fidelity Investments March 1997 - October 1998
The Hartford 1995 - 1997
Skills
401k, Investment Advisory, Retirement Plan..., Qualified Retirement..., Asset Managment, RIA, Investment Strategies, Fixed Income, Series 7, Series 63, Retirement Planning, Wealth Management, Investment Advisory..., Small Business, AIF, Securities, Investments, Insurance, Retirement, Financial Advisory, IRAs, Pensions, Profit Sharing, Defined Benefit, Portfolio Management, Employee Benefits, 401k Rollovers, Investment Management, Series 6, Fixed Annuities, Disability Insurance, Asset Management, Long-term Care, Asset Allocation, Finance, Estate Planning, Mutual Funds, Alternative Investments, Financial Services, Variable Annuities, ETFs, Strategic Financial..., Term Life Insurance, Series 65, FINRA, Equities, Financial Planners, ERISA, Wealth Accumulation, Financial Planning
Education
Central Connecticut State University
Erin Cody Erin Cody's Fidelity Investments Experience January 2007 - March 2009
Job Business / IT Architect, Process Innovator, Program Manager
Industry Financial Services
Experience
Fidelity Investments January 2007 - March 2009
XL Capital 2003 - 2006
Fidelity Investments 1987 - 2002
Computer Corporation of America 1983 - 1987
Education
Central Connecticut State University 1975 — 1980
BS, Accounting
Project Management Institute
PMP, Project Management
Fidelity Investments January 2007 - March 2009
XL Capital 2003 - 2006
Fidelity Investments 1987 - 2002
Computer Corporation of America 1983 - 1987
Education
Central Connecticut State University 1975 — 1980
BS, Accounting
Project Management Institute
PMP, Project Management
Lynn Roach Lynn Roach's Fidelity Investments Experience March 2007 - September 2009
Job Payroll
Industry Accounting
Experience
Research Now August 2014 - Present
Dean Foods September 2009 - August 2014
Fidelity Investments March 2007 - September 2009
Innotrac Corporation February 2005 - March 2007
Exide Technologies March 2004 - February 2005
Exide Technologies March 2004 - February 2005
Spelman College November 2001 - March 2004
The Coca-Cola Company March 1999 - January 2001
BWAY Corporation February 1997 - February 1999
University Hospitals December 1984 - December 1996
Skills
Oracle, Journal Entries, Time Management, Human Resources, Account Reconciliation, Accounting, Tax, PeopleSoft, ADP Payroll, Employee Benefits, Benefits Administration, Management, Project Management, Visio, Payroll, Analysis, Mergers, Invoicing, Spreadsheets, Auditing, Kronos, Garnishments, HRIS, Leadership, Policy, Mergers & Acquisitions, Workers Compensation
Education
Central Michigan University 1976 — 1978
N/A, Management
Davenport University
B.S., Office Administration
Davenport University
A.S. Cum Laude, Management
Research Now August 2014 - Present
Dean Foods September 2009 - August 2014
Fidelity Investments March 2007 - September 2009
Innotrac Corporation February 2005 - March 2007
Exide Technologies March 2004 - February 2005
Exide Technologies March 2004 - February 2005
Spelman College November 2001 - March 2004
The Coca-Cola Company March 1999 - January 2001
BWAY Corporation February 1997 - February 1999
University Hospitals December 1984 - December 1996
Skills
Oracle, Journal Entries, Time Management, Human Resources, Account Reconciliation, Accounting, Tax, PeopleSoft, ADP Payroll, Employee Benefits, Benefits Administration, Management, Project Management, Visio, Payroll, Analysis, Mergers, Invoicing, Spreadsheets, Auditing, Kronos, Garnishments, HRIS, Leadership, Policy, Mergers & Acquisitions, Workers Compensation
Education
Central Michigan University 1976 — 1978
N/A, Management
Davenport University
B.S., Office Administration
Davenport University
A.S. Cum Laude, Management
Garrett Fraser Garrett Fraser's Fidelity Investments Experience July 2007 - February 2008
Job Client Relationship Manager
Industry Investment Banking
Experience
Cambridge Mercantile August 2013 - July 2014
CIBC April 2011 - August 2013
Enterprise Rent-A-Car July 2008 - November 2011
RBC March 2008 - July 2008
Fidelity Investments July 2007 - February 2008
TELUS September 2006 - March 2007
Skills
Project Management, Microsoft Excel, Customer Service, Microsoft Office, Presentation Development, Account Management, Time Management, Sales, Marketing, PowerPoint, Outlook, Sales Management, Microsoft Word, Negotiation, Customer Satisfaction
Education
Centennial College 2004 — 2006
Child Youth and Worker
N/A
Cambridge Mercantile August 2013 - July 2014
CIBC April 2011 - August 2013
Enterprise Rent-A-Car July 2008 - November 2011
RBC March 2008 - July 2008
Fidelity Investments July 2007 - February 2008
TELUS September 2006 - March 2007
Skills
Project Management, Microsoft Excel, Customer Service, Microsoft Office, Presentation Development, Account Management, Time Management, Sales, Marketing, PowerPoint, Outlook, Sales Management, Microsoft Word, Negotiation, Customer Satisfaction
Education
Centennial College 2004 — 2006
Child Youth and Worker
N/A
M. Christina Moattari M. Christina Moattari's Fidelity Investments Experience 1993 - 1995
Job Realtor Serving Greater Boston
Industry Real Estate
Experience
ZipRealty April 2013 - Present
Keller Williams September 2012 - Present
ZipGlobal 2005 - 2006
TD 2000 - 2001
RBC 1996 - 2000
Fidelity Investments 1993 - 1995
Skills
Outstanding..., Innovative researched..., Goal-driven leader, Multi-tasking..., Outstanding client..., Computer & Internet..., Real Estate Transactions, Marketing, Sellers, Buyers, Real Estate, Relocation Buyers, Townhomes, Vacation Homes, Move Up Buyers, Seller Representation, Income Properties, Waterfront, New Homes
Education
Prof. Real Estate Training School 2012 — 2012
Certificate, Massachusetts Real Estate Salesperson
Centennial College 1993 — 1994
Applied Business Management Certificate Program, Certificatification
Philippine Women’s University 1983 — 1987
Bachelor of Science (B.S.), Hotel & Restaurant Management
ZipRealty April 2013 - Present
Keller Williams September 2012 - Present
ZipGlobal 2005 - 2006
TD 2000 - 2001
RBC 1996 - 2000
Fidelity Investments 1993 - 1995
Skills
Outstanding..., Innovative researched..., Goal-driven leader, Multi-tasking..., Outstanding client..., Computer & Internet..., Real Estate Transactions, Marketing, Sellers, Buyers, Real Estate, Relocation Buyers, Townhomes, Vacation Homes, Move Up Buyers, Seller Representation, Income Properties, Waterfront, New Homes
Education
Prof. Real Estate Training School 2012 — 2012
Certificate, Massachusetts Real Estate Salesperson
Centennial College 1993 — 1994
Applied Business Management Certificate Program, Certificatification
Philippine Women’s University 1983 — 1987
Bachelor of Science (B.S.), Hotel & Restaurant Management
James Maikowski James Maikowski's Fidelity Investments Experience October 2006 - December 2012
Job ScrumMaster at Concord Group Insurance
Industry Insurance
Experience
Concord Group Insurance December 2013 - Present
Fidelity Investments October 2006 - December 2012
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 2000 - 2003
University of Connecticut Health Center 1988 - 2000
Skills
Citrix, Servers, System Deployment, Visio, Scrum, SDLC, Operating Systems, SharePoint, Windows, Microsoft Exchange, Windows 7, Security, Troubleshooting, Agile & Waterfall..., Agile Project Management, Adaptive Leadership, Application Support..., Conflict Resolution, Cross-cultural Teams, Cross-functional Team..., Kanban, Lean Software..., Metric Development, Sprints, PDLC, PMI, Project Management, Strategic Communications, Team Leadership, Transformational..., Windows 7 Migration, Microsoft Office, MS Excel Pivot Tables, MS Project, VBScript, Java, USMT, SCCM, Altiris, Release Management, Offshoring, TFS, Certified Scrum Master..., Disaster Recovery, ITIL, Agile Methodologies, VMware, Problem Management
Education
Central Connecticut State University 1988 — 1992
BS, Business Administration and Management, General
University of Connecticut 1986 — 1987
BS, Business Administration and Management, General
Concord Group Insurance December 2013 - Present
Fidelity Investments October 2006 - December 2012
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 2000 - 2003
University of Connecticut Health Center 1988 - 2000
Skills
Citrix, Servers, System Deployment, Visio, Scrum, SDLC, Operating Systems, SharePoint, Windows, Microsoft Exchange, Windows 7, Security, Troubleshooting, Agile & Waterfall..., Agile Project Management, Adaptive Leadership, Application Support..., Conflict Resolution, Cross-cultural Teams, Cross-functional Team..., Kanban, Lean Software..., Metric Development, Sprints, PDLC, PMI, Project Management, Strategic Communications, Team Leadership, Transformational..., Windows 7 Migration, Microsoft Office, MS Excel Pivot Tables, MS Project, VBScript, Java, USMT, SCCM, Altiris, Release Management, Offshoring, TFS, Certified Scrum Master..., Disaster Recovery, ITIL, Agile Methodologies, VMware, Problem Management
Education
Central Connecticut State University 1988 — 1992
BS, Business Administration and Management, General
University of Connecticut 1986 — 1987
BS, Business Administration and Management, General
Kevin Pinkham Kevin Pinkham's Fidelity Investments Experience August 2011 - Present
Job Senior Systems Services and Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
TIAA-CREF August 2003 - November 2010
LabCorp June 1997 - August 2003
WACHOVIA BANK May 1996 - June 1997
Fleet Bank April 1992 - June 1996
CONNECTICUT BANK AND TRUST November 1982 - April 1992
The Wall Street Journal February 1988 - May 1990
Parts Mart Inc. October 1980 - October 1984
Skills
Project Management, REXX, Enterprise COBOL, xMatters Product..., JCL, IBM Utilities, Endevor, Change Management, SOAP, WSDL, XML, Connect:Direct for z/OS, Connect:Enterprise for..., Team Management, Staff Training, IBM DFSORT/ICETOOL, SAS, Technical Writing, IBM Mainframe, BMC Mainview..., FTP, MVS, JES2, AIX, SQL*Plus, ISPF, DFSORT, MVS/ESA, SDSF, NDM, Syncsort, Enterprise Management, Output Management, TSO, Endeavor, DB2, COBOL, Disaster Recovery
Education
Hudson Valley Community College 1993 — 1996
Data Processing
Manchester Community College 1991 — 1993
Information Systems
Central Connecticut State University 1981 — 1987
Computer Science
Fidelity Investments August 2011 - Present
TIAA-CREF August 2003 - November 2010
LabCorp June 1997 - August 2003
WACHOVIA BANK May 1996 - June 1997
Fleet Bank April 1992 - June 1996
CONNECTICUT BANK AND TRUST November 1982 - April 1992
The Wall Street Journal February 1988 - May 1990
Parts Mart Inc. October 1980 - October 1984
Skills
Project Management, REXX, Enterprise COBOL, xMatters Product..., JCL, IBM Utilities, Endevor, Change Management, SOAP, WSDL, XML, Connect:Direct for z/OS, Connect:Enterprise for..., Team Management, Staff Training, IBM DFSORT/ICETOOL, SAS, Technical Writing, IBM Mainframe, BMC Mainview..., FTP, MVS, JES2, AIX, SQL*Plus, ISPF, DFSORT, MVS/ESA, SDSF, NDM, Syncsort, Enterprise Management, Output Management, TSO, Endeavor, DB2, COBOL, Disaster Recovery
Education
Hudson Valley Community College 1993 — 1996
Data Processing
Manchester Community College 1991 — 1993
Information Systems
Central Connecticut State University 1981 — 1987
Computer Science
Khalid Greathouse Khalid Greathouse's Fidelity Investments Experience May 2008 - January 2012
Job Financial Manager at State of New Mexico
Industry Government Administration
Experience
State of New Mexico October 2014 - Present
State of New Mexico February 2014 - October 2014
State of New Mexico August 2012 - February 2014
Charles Schwab January 2012 - August 2012
Fidelity Investments May 2008 - January 2012
Skills
Microsoft Office, Investment Banking, Market Analysis, Financial Services, Risk Management, Investments, Finance, Financial Analysis, Analysis, Financial Modeling, Banking, Portfolio Management, Microsoft Excel, Program Management, Management, Auditing, Budgets, Financial Planning, Strategic Planning
Education
Central New Mexico Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 3.71
State of New Mexico October 2014 - Present
State of New Mexico February 2014 - October 2014
State of New Mexico August 2012 - February 2014
Charles Schwab January 2012 - August 2012
Fidelity Investments May 2008 - January 2012
Skills
Microsoft Office, Investment Banking, Market Analysis, Financial Services, Risk Management, Investments, Finance, Financial Analysis, Analysis, Financial Modeling, Banking, Portfolio Management, Microsoft Excel, Program Management, Management, Auditing, Budgets, Financial Planning, Strategic Planning
Education
Central New Mexico Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 3.71
Lisa DiCioccio, CTAL-TM Lisa DiCioccio, CTAL-TM's Fidelity Investments Experience June 2008 - December 2010
Job QA Test Manager
Industry Insurance
Experience
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual January 2011 - August 2013
Fidelity Investments June 2008 - December 2010
Fidelity Investments/HR Services February 2007 - March 2008
Fidelity Investments / HR Services January 2001 - February 2007
Konica Minolta Business Solutions U.S.A., Inc. March 1995 - January 2001
Federal Reserve Bank of Boston June 1988 - March 1995
Skills
Quality Assurance, Testing, Quality Center, SDLC, User Acceptance Testing, Test Planning, Process Improvement, Business Analysis, Business Requirements, Waterfall, Systems Analysis, Requirements Analysis, Software Quality..., System Testing, Requirements Gathering, Test Management, Test Strategy, Test Cases, HP Quality Center, Oracle Applications, Team Leadership, ALM, CTFL, ISTQB Certified, Project Implementation, Virtual Teams, Client Interfacing, System Conversion, Test Director, Website Testing, Capacity Planning, RTC
Education
Central Connecticut State University
B.S., International Business
SQE
SQE
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual January 2011 - August 2013
Fidelity Investments June 2008 - December 2010
Fidelity Investments/HR Services February 2007 - March 2008
Fidelity Investments / HR Services January 2001 - February 2007
Konica Minolta Business Solutions U.S.A., Inc. March 1995 - January 2001
Federal Reserve Bank of Boston June 1988 - March 1995
Skills
Quality Assurance, Testing, Quality Center, SDLC, User Acceptance Testing, Test Planning, Process Improvement, Business Analysis, Business Requirements, Waterfall, Systems Analysis, Requirements Analysis, Software Quality..., System Testing, Requirements Gathering, Test Management, Test Strategy, Test Cases, HP Quality Center, Oracle Applications, Team Leadership, ALM, CTFL, ISTQB Certified, Project Implementation, Virtual Teams, Client Interfacing, System Conversion, Test Director, Website Testing, Capacity Planning, RTC
Education
Central Connecticut State University
B.S., International Business
SQE
SQE
Allison Kana Allison Kana's Fidelity Investments Experience July 2015 - Present
Job Benefits Consulting Associate Analyst
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments September 2012 - June 2015
H&M July 2011 - August 2012
Mercer Outsourcing January 2011 - July 2011
Milliman, Inc October 2007 - December 2010
Skills
•Three and a half..., •Extensive involvement..., •Experience in project..., •Proficient in..., •Familiar with...
Education
Centenary College of Louisiana 2000 — 2004
Bachelor of Science (B.S.), Bussiness Administration
Fashion Institute of Technology 2005 — 2006
Associate of Arts and Sciences (AAS), Fashion Merchandising
Fidelity Investments July 2015 - Present
Fidelity Investments September 2012 - June 2015
H&M July 2011 - August 2012
Mercer Outsourcing January 2011 - July 2011
Milliman, Inc October 2007 - December 2010
Skills
•Three and a half..., •Extensive involvement..., •Experience in project..., •Proficient in..., •Familiar with...
Education
Centenary College of Louisiana 2000 — 2004
Bachelor of Science (B.S.), Bussiness Administration
Fashion Institute of Technology 2005 — 2006
Associate of Arts and Sciences (AAS), Fashion Merchandising
Tyler Stovall's Fidelity Investments Experience January 2014 - Present
Job WPS Service Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments September 2013 - January 2014
Fidelity Investments April 2012 - September 2013
Fidelity Investments January 2012 - April 2012
Fidelity Investments June 2011 - December 2011
Cincinnati Reds June 2008 - September 2009
Skills
Financial Services, Series 7, Customer Service
Education
Xavier University 2012 — 2014
Master of Business Administration (M.B.A.)
Central Michigan University 2005 — 2011
Bachelor of Science in Business, Personal Financial Planning
Fidelity Investments January 2014 - Present
Fidelity Investments September 2013 - January 2014
Fidelity Investments April 2012 - September 2013
Fidelity Investments January 2012 - April 2012
Fidelity Investments June 2011 - December 2011
Cincinnati Reds June 2008 - September 2009
Skills
Financial Services, Series 7, Customer Service
Education
Xavier University 2012 — 2014
Master of Business Administration (M.B.A.)
Central Michigan University 2005 — 2011
Bachelor of Science in Business, Personal Financial Planning
Meraz Hoque Meraz Hoque's Fidelity Investments Experience September 2006 - April 2008
Job Customer Support Lead Project Management at Prism Medical Ltd.
Industry Medical Devices
Experience
Durham Muslim Athletic Association July 2013 - Present
Prism Medical Ltd. February 2013 - Present
SKF September 2012 - February 2013
Rogers Communications April 2011 - January 2013
DealFind.com November 2011 - September 2012
Journey of Faith Conference March 2011 - March 2012
Myron Manufacturing June 2011 - November 2011
Waverley Glen Systems Ltd. May 2008 - January 2010
Waverly Glen Systems Ltd. a Prism Medical Company May 2008 - January 2010
Fidelity Investments September 2006 - April 2008
Skills
ERP, Change Management, Labor Relations, Employee Relations, Negotiation, Marketing Communications, Online Marketing, Social Media, New Business Development, Social Media Marketing, B2B, Customer Service, Inventory Management, Account Management, Event Management, Team Building, Microsoft Office, Salesforce.com, Sales, Business Development, CRM, Business Strategy, Marketing Strategy, Coaching, Social Networking, Facebook, Online Advertising, Cold Calling, Sales Process, Selling, Marketing, Market Research, Team Leadership, Leadership, Training, Human Resources, Project Management, Management, Analysis, Forecasting, Recruiting, Time Management
Education
Ryerson University 2009 — 2011
BComm, Human Resource Management
Centennial College 2003 — 2006
Applied Arts, and TechnologyBusiness Administration
Durham Muslim Athletic Association July 2013 - Present
Prism Medical Ltd. February 2013 - Present
SKF September 2012 - February 2013
Rogers Communications April 2011 - January 2013
DealFind.com November 2011 - September 2012
Journey of Faith Conference March 2011 - March 2012
Myron Manufacturing June 2011 - November 2011
Waverley Glen Systems Ltd. May 2008 - January 2010
Waverly Glen Systems Ltd. a Prism Medical Company May 2008 - January 2010
Fidelity Investments September 2006 - April 2008
Skills
ERP, Change Management, Labor Relations, Employee Relations, Negotiation, Marketing Communications, Online Marketing, Social Media, New Business Development, Social Media Marketing, B2B, Customer Service, Inventory Management, Account Management, Event Management, Team Building, Microsoft Office, Salesforce.com, Sales, Business Development, CRM, Business Strategy, Marketing Strategy, Coaching, Social Networking, Facebook, Online Advertising, Cold Calling, Sales Process, Selling, Marketing, Market Research, Team Leadership, Leadership, Training, Human Resources, Project Management, Management, Analysis, Forecasting, Recruiting, Time Management
Education
Ryerson University 2009 — 2011
BComm, Human Resource Management
Centennial College 2003 — 2006
Applied Arts, and TechnologyBusiness Administration
Sean Starr's Fidelity Investments Experience July 2005 - July 2006
Job Broker at Royal LePage Estate Realty, Brokerage
Industry Real Estate
Experience
Royal LePage Estate Realty, Brokerage August 2014 - Present
Royal LePage August 2006 - July 2014
Fidelity Investments July 2005 - July 2006
Skills
Buyer Representation, Sellers Agent, Contract Negotiation, Buying, Selling, Real Estate, First Time Home Buyers, Sales, Residential Homes, Residential Re-Sale, Single Family Homes, Referrals, Real Estate Transactions, Marketing, Marketing Strategy, Negotiation, Sellers, Sales Management, Relocation, Condos, Seller Representation, Buyers, Move Up Buyers, Real Estate Development, Foreclosures
Education
Seneca College of Applied Arts and Technology 2004 — 2005
International Business
Centennial College 2001 — 2002
General Arts and Science
Royal LePage Estate Realty, Brokerage August 2014 - Present
Royal LePage August 2006 - July 2014
Fidelity Investments July 2005 - July 2006
Skills
Buyer Representation, Sellers Agent, Contract Negotiation, Buying, Selling, Real Estate, First Time Home Buyers, Sales, Residential Homes, Residential Re-Sale, Single Family Homes, Referrals, Real Estate Transactions, Marketing, Marketing Strategy, Negotiation, Sellers, Sales Management, Relocation, Condos, Seller Representation, Buyers, Move Up Buyers, Real Estate Development, Foreclosures
Education
Seneca College of Applied Arts and Technology 2004 — 2005
International Business
Centennial College 2001 — 2002
General Arts and Science
Patricia Taylor Patricia Taylor's Fidelity Investments Experience September 1996 - April 2005
Job Licensed Agent at Gerber Life Insurance
Industry Financial Services
Experience
Gerber Life Insurance December 2014 - Present
River Walk Executive Search - MRI Network February 2013 - September 2013
ADT LLC, QVC, Harris Connect, New York Life April 2007 - November 2012
USAA June 2005 - October 2006
Fidelity Investments September 1996 - April 2005
OneSource Information Services March 1995 - September 1996
FactSet Research Systems August 1990 - February 1995
Skills
Business Analysis, Program Management, Training, Business Process..., Procurement, Process Improvement, Enterprise Software, Integration, Business Strategy, AML, Process Management, Strategy, Fraud, Manufacturing, Six Sigma, Management, Program Evaluation, Product Management, Regulatory Compliance
Education
Central Connecticut State University 1974 — 1978
B.S., Magna Cum Laude, Music Education
Litchfield H.S. 1970 — 1974
Diploma, College Prep, High Honors
Gerber Life Insurance December 2014 - Present
River Walk Executive Search - MRI Network February 2013 - September 2013
ADT LLC, QVC, Harris Connect, New York Life April 2007 - November 2012
USAA June 2005 - October 2006
Fidelity Investments September 1996 - April 2005
OneSource Information Services March 1995 - September 1996
FactSet Research Systems August 1990 - February 1995
Skills
Business Analysis, Program Management, Training, Business Process..., Procurement, Process Improvement, Enterprise Software, Integration, Business Strategy, AML, Process Management, Strategy, Fraud, Manufacturing, Six Sigma, Management, Program Evaluation, Product Management, Regulatory Compliance
Education
Central Connecticut State University 1974 — 1978
B.S., Magna Cum Laude, Music Education
Litchfield H.S. 1970 — 1974
Diploma, College Prep, High Honors
Austin Arnold's Fidelity Investments Experience July 2008 - September 2010
Job Corporate PC Account Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard August 2013 - Present
Centurus Financial May 2011 - September 2011
Fidelity Investments July 2008 - September 2010
Skills
Solution Selling, Human Resources, Selling, Sales, Account Management, Strategic Partnerships, Sales Management, Social Media, Managed Services, HP, Building Business..., Community Service, Product Marketing, Management, Direct Sales, CRM, Leadership, Salesforce.com, Sales Process, Sales Operations
Education
The University of New Mexico 2011 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Central New Mexico Community College 2009 — 2011
New Mexico State University 2006 — 2007
Hewlett-Packard August 2013 - Present
Centurus Financial May 2011 - September 2011
Fidelity Investments July 2008 - September 2010
Skills
Solution Selling, Human Resources, Selling, Sales, Account Management, Strategic Partnerships, Sales Management, Social Media, Managed Services, HP, Building Business..., Community Service, Product Marketing, Management, Direct Sales, CRM, Leadership, Salesforce.com, Sales Process, Sales Operations
Education
The University of New Mexico 2011 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Central New Mexico Community College 2009 — 2011
New Mexico State University 2006 — 2007
Maria Elena Jaramillo's Fidelity Investments Experience September 2013 - Present
Job Graduate of Business Administration in International Management concentration from The University of New Mexico
Industry Higher Education
Experience
Fidelity Investments September 2013 - Present
The Home Depot February 2013 - August 2013
Mission Foods January 2010 - January 2012
Skills
Administrative..., Sales Coordination, Leadership, Supervising, Customer Satisfaction, SAP Warehouse Management, Bilingual-English/Spanis..., Payments, Retail Sales Experience, Sociability, Team-oriented, Goal Seek, Teamwork
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2013
Bachelor of Business Administration (BBA), International Management
Central New Mexico Community College 2007 — 2009
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Fidelity Investments September 2013 - Present
The Home Depot February 2013 - August 2013
Mission Foods January 2010 - January 2012
Skills
Administrative..., Sales Coordination, Leadership, Supervising, Customer Satisfaction, SAP Warehouse Management, Bilingual-English/Spanis..., Payments, Retail Sales Experience, Sociability, Team-oriented, Goal Seek, Teamwork
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2013
Bachelor of Business Administration (BBA), International Management
Central New Mexico Community College 2007 — 2009
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Daniel Dranberg Daniel Dranberg's Fidelity Investments Experience June 2008 - March 2013
Job Operations Support Analyst
Industry Financial Services
Experience
T-Mobile June 2014 - April 2015
Fidelity Investments June 2008 - March 2013
First Financial Credit Union January 2007 - January 2008
Lovesac January 2006 - January 2007
Skills
Business Analysis, Process Improvement, Call Centers, Oracle Database, SQL, Analysis, User Acceptance Testing, Technical Support, Customer Service, Business Process, Requirements Analysis, Requirements Gathering, Health & Welfare..., COBRA, System Testing
Education
Cibola High School 2000 — 2006
High School, General Studies
Central New Mexico Community College
Business Administration and Management, General
T-Mobile June 2014 - April 2015
Fidelity Investments June 2008 - March 2013
First Financial Credit Union January 2007 - January 2008
Lovesac January 2006 - January 2007
Skills
Business Analysis, Process Improvement, Call Centers, Oracle Database, SQL, Analysis, User Acceptance Testing, Technical Support, Customer Service, Business Process, Requirements Analysis, Requirements Gathering, Health & Welfare..., COBRA, System Testing
Education
Cibola High School 2000 — 2006
High School, General Studies
Central New Mexico Community College
Business Administration and Management, General
Sandra Flanagan Sandra Flanagan's Fidelity Investments Experience April 2006 - March 2007
Job Marketing Services Associate at Eaton Vance
Industry Writing and Editing
Experience
Eaton Vance July 2015 - Present
Cornerstone Test Prep & Tutoring September 2014 - Present
Brill March 2015 - May 2015
Arlington Public Schools September 2012 - June 2014
Arlington Public Schools September 2011 - June 2012
Arlington Public Schools December 2010 - June 2011
Fidelity Investments April 2006 - March 2007
PTC April 2005 - September 2005
Education
Simmons College 2008 — 2010
Master of Arts (M.A.), Education
Central Connecticut State University 2001 — 2005
Bachelor's degree, English Literature and Creative Writing
Eaton Vance July 2015 - Present
Cornerstone Test Prep & Tutoring September 2014 - Present
Brill March 2015 - May 2015
Arlington Public Schools September 2012 - June 2014
Arlington Public Schools September 2011 - June 2012
Arlington Public Schools December 2010 - June 2011
Fidelity Investments April 2006 - March 2007
PTC April 2005 - September 2005
Education
Simmons College 2008 — 2010
Master of Arts (M.A.), Education
Central Connecticut State University 2001 — 2005
Bachelor's degree, English Literature and Creative Writing
Barb Powell, CTFL's Fidelity Investments Experience November 2003 - May 2004
Job Information Technology Quality Assurance Manager at Tarrant County
Industry Government Relations
Experience
Tarrant County June 2007 - Present
Algomod Technologies May 2004 - May 2007
Fidelity Investments November 2003 - May 2004
Skills
PowerPoint, Windows, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, SDLC, Leadership, Program Management, Troubleshooting, Agile Methodologies, Process Improvement, Management, Quality Assurance, Software Documentation, Testing, Business Analysis, Project Management
Education
Western Governors University 2014 — 2017
Bachelor of Science (B.S.), Health Informatics
Central Connecticut State University 1991 — 1996
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Tarrant County June 2007 - Present
Algomod Technologies May 2004 - May 2007
Fidelity Investments November 2003 - May 2004
Skills
PowerPoint, Windows, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, SDLC, Leadership, Program Management, Troubleshooting, Agile Methodologies, Process Improvement, Management, Quality Assurance, Software Documentation, Testing, Business Analysis, Project Management
Education
Western Governors University 2014 — 2017
Bachelor of Science (B.S.), Health Informatics
Central Connecticut State University 1991 — 1996
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Lisa Wittbrodt Lisa Wittbrodt's Fidelity Investments Experience 2006 - 2007
Job
Industry Financial Services
Arnette Lamoreaux Arnette Lamoreaux's Fidelity Investments Experience October 2006 - August 2009
Job
Industry E-Learning
Experience
Pearson plc February 2014 - Present
Educe Group January 2013 - February 2014
Self employed September 2009 - December 2012
Fidelity Investments October 2006 - August 2009
Self Employed March 2005 - January 2007
Saba August 2000 - March 2005
Baan 1996 - 2000
Productivity Point International-West Michigan July 1990 - January 1996
Skills
Talent Management, Strategic Planning, Professional Services, Learning Management, Needs Analysis, E-Learning, Learning Management..., Succession Planning, Performance Management, Change Management, Vendor Management, Training, Enterprise Software, Organizational..., Consulting, Program Management, Personnel Management, Leadership, SaaS, Business Analysis, Human Resources, Management, Project Management
Education
Ferris State University 1995 — 1999
Masters of Science
Central Michigan University 1986 — 1989
Bachelor of Science
Pearson plc February 2014 - Present
Educe Group January 2013 - February 2014
Self employed September 2009 - December 2012
Fidelity Investments October 2006 - August 2009
Self Employed March 2005 - January 2007
Saba August 2000 - March 2005
Baan 1996 - 2000
Productivity Point International-West Michigan July 1990 - January 1996
Skills
Talent Management, Strategic Planning, Professional Services, Learning Management, Needs Analysis, E-Learning, Learning Management..., Succession Planning, Performance Management, Change Management, Vendor Management, Training, Enterprise Software, Organizational..., Consulting, Program Management, Personnel Management, Leadership, SaaS, Business Analysis, Human Resources, Management, Project Management
Education
Ferris State University 1995 — 1999
Masters of Science
Central Michigan University 1986 — 1989
Bachelor of Science
Amber Erni's Fidelity Investments Experience August 2012 - November 2014
Job Loan Partner at Summit Funding
Industry Financial Services
Experience
Summit Funding, Inc. May 2015 - Present
Fidelity Investments August 2012 - November 2014
Focus Receivables Management March 2008 - June 2011
Transitional Living Services March 2007 - June 2009
Skills
Loans, Credit, Time Management, Credit Cards, Call Centers, Financial Services, Risk Management, Credit Risk, Finance, Banking, Accounts Receivable, Cash Management, Insurance, Collections, Investments, Sales, Process Improvement, Microsoft Office, Customer Service
Education
Central New Mexico Community College 2006 — 2007
Liberal Arts and Sciences/Liberal Studies
Manzano High school 2002 — 2006
High School Diploma, Regular/General High School/Secondary Diploma Program
Summit Funding, Inc. May 2015 - Present
Fidelity Investments August 2012 - November 2014
Focus Receivables Management March 2008 - June 2011
Transitional Living Services March 2007 - June 2009
Skills
Loans, Credit, Time Management, Credit Cards, Call Centers, Financial Services, Risk Management, Credit Risk, Finance, Banking, Accounts Receivable, Cash Management, Insurance, Collections, Investments, Sales, Process Improvement, Microsoft Office, Customer Service
Education
Central New Mexico Community College 2006 — 2007
Liberal Arts and Sciences/Liberal Studies
Manzano High school 2002 — 2006
High School Diploma, Regular/General High School/Secondary Diploma Program
Luke Meisterling's Fidelity Investments Experience May 2011 - August 2011
Job Loan Servicer at Webster Bank
Industry Financial Services
Experience
Webster Bank October 2014 - Present
Webster Bank February 2013 - October 2014
Big Y Foods, Inc February 2006 - April 2014
Verizon Wireless September 2012 - January 2013
Fidelity Investments May 2011 - August 2011
American Lung Association of New England August 2010 - December 2010
Skills
Problem Solving, Customer Relations, Proficiency in..., Team Building, Critical Thinking, Team Leadership, People Skills, Mediation, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Customer Service, Leadership Development, Sales, Retail, Training, Social Media, Operations Management
Education
Central Connecticut State University 2009 — 2012
B.S., Business Management
Manchester Community College 2007 — 2009
AS, General Studies
Rocky Hill High School 2003 — 2007
Webster Bank October 2014 - Present
Webster Bank February 2013 - October 2014
Big Y Foods, Inc February 2006 - April 2014
Verizon Wireless September 2012 - January 2013
Fidelity Investments May 2011 - August 2011
American Lung Association of New England August 2010 - December 2010
Skills
Problem Solving, Customer Relations, Proficiency in..., Team Building, Critical Thinking, Team Leadership, People Skills, Mediation, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Customer Service, Leadership Development, Sales, Retail, Training, Social Media, Operations Management
Education
Central Connecticut State University 2009 — 2012
B.S., Business Management
Manchester Community College 2007 — 2009
AS, General Studies
Rocky Hill High School 2003 — 2007
Matthew Siel, QPFC's Fidelity Investments Experience 1999 - 2000
Job Vice President, Retirement Plan Division
Industry Financial Services
Experience
Greenleaf Trust July 2012 - Present
Greenleaf Trust January 2006 - July 2012
Greenleaf Trust June 2003 - January 2006
Huntington National Bank 2000 - 2003
Fidelity Investments 1999 - 2000
Actuarial Benefit Administrators 1994 - 1999
Old Kent Bank 1994 - 1994
First Michigan Bank 1992 - 1993
Best Tax Service 1991 - 1992
Skills
Direct Sales, Building Relationships, Sales Management, Consultative Selling, Solution Selling, Salesforce.com, Strategic Planning, Selling, Leadership, Team Building, Finance, Business Development, Banking, Sales, CRM, Investments, New Business Development, Financial Analysis, Financial Services, Relationship Management, Management, Wealth Management, Retirement Planning
Education
ABA National Trust School 2003 — 2003
ABA Graduate, Northwestern University
Leadership West Michigan 2003 — 2003
Certificate of Achievement, None
Central Michigan University 1986 — 1991
B.S.B.A., Accounting
Greenleaf Trust July 2012 - Present
Greenleaf Trust January 2006 - July 2012
Greenleaf Trust June 2003 - January 2006
Huntington National Bank 2000 - 2003
Fidelity Investments 1999 - 2000
Actuarial Benefit Administrators 1994 - 1999
Old Kent Bank 1994 - 1994
First Michigan Bank 1992 - 1993
Best Tax Service 1991 - 1992
Skills
Direct Sales, Building Relationships, Sales Management, Consultative Selling, Solution Selling, Salesforce.com, Strategic Planning, Selling, Leadership, Team Building, Finance, Business Development, Banking, Sales, CRM, Investments, New Business Development, Financial Analysis, Financial Services, Relationship Management, Management, Wealth Management, Retirement Planning
Education
ABA National Trust School 2003 — 2003
ABA Graduate, Northwestern University
Leadership West Michigan 2003 — 2003
Certificate of Achievement, None
Central Michigan University 1986 — 1991
B.S.B.A., Accounting
Richard Warner Richard Warner's Fidelity Investments Experience 2007 - 2009
Job Quality Control, Alternative Investments
Industry Financial Services
Experience
Citi 2013 - Present
Citco Fund Services 2009 - 2012
Fidelity Investments 2007 - 2009
Fidelity Investments 2007 - 2007
Fidelity Investments 2004 - 2007
Fidelity Investments 2003 - 2004
Georgeson Shareholder 2002 - 2003
Skills
Customer Service, Cross-functional Team..., Team Leadership, Open Communication, Creative Problem Solving, Team Building, Call Centers, Defined Contribution, Defined Benefit, Health Insurance, Quality Assurance, Pensions, Employee Benefits, CRM, Financial Analysis, Financial Services, Investments, Hedge Funds
Education
Centennial College 1999 — 2001
Business, Management, Marketing, and Related Support Services
Citi 2013 - Present
Citco Fund Services 2009 - 2012
Fidelity Investments 2007 - 2009
Fidelity Investments 2007 - 2007
Fidelity Investments 2004 - 2007
Fidelity Investments 2003 - 2004
Georgeson Shareholder 2002 - 2003
Skills
Customer Service, Cross-functional Team..., Team Leadership, Open Communication, Creative Problem Solving, Team Building, Call Centers, Defined Contribution, Defined Benefit, Health Insurance, Quality Assurance, Pensions, Employee Benefits, CRM, Financial Analysis, Financial Services, Investments, Hedge Funds
Education
Centennial College 1999 — 2001
Business, Management, Marketing, and Related Support Services
Guillaume Brouillette's Fidelity Investments Experience March 2014 - Present
Job District Sales Associate at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments March 2014 - Present
RBC Capital Markets February 2012 - March 2014
RBC Capital Markets October 2013 - February 2014
RBC Capital Markets July 2013 - September 2013
RBC Capital Markets January 2013 - June 2013
RBC Capital Markets September 2012 - December 2012
RBC Capital Markets August 2012 - August 2012
RBC Capital Markets February 2012 - July 2012
RBC Capital Markets May 2011 - August 2011
Skills
Capital Markets
Education
Queen's School of Business 2010 — 2011
Master of Science (M.Sc.), Financial Economics
Université de Montréal - HEC Montréal 2006 — 2009
Bachelor of Business Administration (BBA), Finance
CEGEP - John Abbott College 2004 — 2006
Honours Science
College Saint-Sacrement
Fidelity Investments March 2014 - Present
RBC Capital Markets February 2012 - March 2014
RBC Capital Markets October 2013 - February 2014
RBC Capital Markets July 2013 - September 2013
RBC Capital Markets January 2013 - June 2013
RBC Capital Markets September 2012 - December 2012
RBC Capital Markets August 2012 - August 2012
RBC Capital Markets February 2012 - July 2012
RBC Capital Markets May 2011 - August 2011
Skills
Capital Markets
Education
Queen's School of Business 2010 — 2011
Master of Science (M.Sc.), Financial Economics
Université de Montréal - HEC Montréal 2006 — 2009
Bachelor of Business Administration (BBA), Finance
CEGEP - John Abbott College 2004 — 2006
Honours Science
College Saint-Sacrement
Forrest Wilson Forrest Wilson's Fidelity Investments Experience 1997 - 2004
Job Director, Head of Retirement Sales
Industry Financial Services
Experience
Allianz Global Investors November 2013 - Present
ASPire Financial Services, LLC July 2012 - November 2013
Great-West Retirement Services April 2009 - July 2012
ING 2004 - 2009
Fidelity Investments 1997 - 2004
Skills
401k, Retirement, Retirement Plan..., Mutual Funds, Profit Sharing, Retirement Planning, ERISA, Sales
Education
New York University 2001 — 2005
MBA, Marketing / Finance
Central Connecticut State University 1988 — 1993
BS, Marketing
Allianz Global Investors November 2013 - Present
ASPire Financial Services, LLC July 2012 - November 2013
Great-West Retirement Services April 2009 - July 2012
ING 2004 - 2009
Fidelity Investments 1997 - 2004
Skills
401k, Retirement, Retirement Plan..., Mutual Funds, Profit Sharing, Retirement Planning, ERISA, Sales
Education
New York University 2001 — 2005
MBA, Marketing / Finance
Central Connecticut State University 1988 — 1993
BS, Marketing
John Gaglioti John Gaglioti's Fidelity Investments Experience December 2011 - January 2015
Job Sales Manager, Voya Financial
Industry Financial Services
Experience
Voya Financial Advisors January 2015 - Present
Fidelity Investments December 2011 - January 2015
ING Financial Partners March 2010 - December 2011
MetLife January 2006 - December 2008
Travelers Life and Annuity September 2004 - December 2005
Travelers Life and Annuity May 2000 - September 2004
People's Bank 1995 - 2000
Education
Central Connecticut State University
B.S, Finance
Voya Financial Advisors January 2015 - Present
Fidelity Investments December 2011 - January 2015
ING Financial Partners March 2010 - December 2011
MetLife January 2006 - December 2008
Travelers Life and Annuity September 2004 - December 2005
Travelers Life and Annuity May 2000 - September 2004
People's Bank 1995 - 2000
Education
Central Connecticut State University
B.S, Finance
Jennifer DeAngelis Jennifer DeAngelis's Fidelity Investments Experience September 2013 - Present
Job Quality Control Analyst at Fidelity Investments
Industry Internet
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments November 2011 - September 2013
DocWebTRC March 2011 - September 2011
UNH at Manchester 1999 - 2010
Visiting Authors June 2002 - June 2005
Keane June 1997 - July 1999
Alvirne High School September 1995 - June 1997
Skills
Teaching, Programming, Quality Assurance, SQL, Access, SDLC, Test Planning, Business Analysis, Microsoft Office, Process Improvement, Team Building, Organization, Strategic Planning, Coaching, Testing, Risk Management, Requirements Analysis, Management, Leadership
Education
Central Connecticut State University 1994 — 1995
Masters, Mathematics
University of Connecticut 1990 — 1993
BA, Economics & Sociololgy
Wellesley College 1988 — 1989
Fidelity Investments September 2013 - Present
Fidelity Investments November 2011 - September 2013
DocWebTRC March 2011 - September 2011
UNH at Manchester 1999 - 2010
Visiting Authors June 2002 - June 2005
Keane June 1997 - July 1999
Alvirne High School September 1995 - June 1997
Skills
Teaching, Programming, Quality Assurance, SQL, Access, SDLC, Test Planning, Business Analysis, Microsoft Office, Process Improvement, Team Building, Organization, Strategic Planning, Coaching, Testing, Risk Management, Requirements Analysis, Management, Leadership
Education
Central Connecticut State University 1994 — 1995
Masters, Mathematics
University of Connecticut 1990 — 1993
BA, Economics & Sociololgy
Wellesley College 1988 — 1989
Kathryn Schuler Kathryn Schuler's Fidelity Investments Experience 2007 - 2009
Job Experienced Marketing, Advertising, and Sales Professional
Industry Marketing and Advertising
Experience
F.W. Webb Company 2010 - Present
Staples 2010 - 2010
Fidelity Investments 2007 - 2009
Frito-Lay, Inc. 2003 - 2007
Education
Central Connecticut State University 1998 — 2002
Bachelor of Arts, Communications. Emphasis: Public Relations. Minor: English
Notre Dame Academy 1994 — 1998
F.W. Webb Company 2010 - Present
Staples 2010 - 2010
Fidelity Investments 2007 - 2009
Frito-Lay, Inc. 2003 - 2007
Education
Central Connecticut State University 1998 — 2002
Bachelor of Arts, Communications. Emphasis: Public Relations. Minor: English
Notre Dame Academy 1994 — 1998
Anil Talib's Fidelity Investments Experience 1998 - 2005
Job Director, Deposit Operations
Industry Investment Management
Experience
Zag Bank November 2013 - Present
Ally Financial Inc./ ResMor Trust March 2012 - September 2013
Ally Financial Inc./ ResMor Trust 2010 - 2012
Scotiabank 2006 - 2010
TD 2005 - 2006
Fidelity Investments 1998 - 2005
Skills
Business process..., Strong relationship..., Turnarounds and change..., Able to assess teams..., Strong leadership and..., Bilingual English-French, Procurement, Application Support, Facilities Management, Change Management, Project Management, Mutual Funds, GIC, Banking, Retail Banking, Investment Banking, Competitive Analysis, Business Analysis, Financial Services, System Administration, Relationship Management, Portfolio Management, Securities, Wealth Management, Vendor Management, Asset Management, Financial Risk, Back Office, Investment Advisory, Business Requirements, AML, Fixed Income, Operational Risk, Risk Management, Management, Mortgage Lending, Equities, Investments, Capital Markets
Education
Centennial College
Micro-Computers
George Brown College
Zag Bank November 2013 - Present
Ally Financial Inc./ ResMor Trust March 2012 - September 2013
Ally Financial Inc./ ResMor Trust 2010 - 2012
Scotiabank 2006 - 2010
TD 2005 - 2006
Fidelity Investments 1998 - 2005
Skills
Business process..., Strong relationship..., Turnarounds and change..., Able to assess teams..., Strong leadership and..., Bilingual English-French, Procurement, Application Support, Facilities Management, Change Management, Project Management, Mutual Funds, GIC, Banking, Retail Banking, Investment Banking, Competitive Analysis, Business Analysis, Financial Services, System Administration, Relationship Management, Portfolio Management, Securities, Wealth Management, Vendor Management, Asset Management, Financial Risk, Back Office, Investment Advisory, Business Requirements, AML, Fixed Income, Operational Risk, Risk Management, Management, Mortgage Lending, Equities, Investments, Capital Markets
Education
Centennial College
Micro-Computers
George Brown College
Hope Fridal Hope Fridal's Fidelity Investments Experience July 2012 - Present
Job Travel and Meeting Planner at Fidelity Investments
Industry Events Services
Experience
Fidelity Investments July 2012 - Present
Plasma Management Corporate September 2009 - July 2012
Accessibility Directorate of Ontario September 2008 - October 2009
KRBIA 2009 - 2009
Bell Canada January 1998 - 2008
Education
Centennial College
Business Administration
ESI International
Project Management
Fidelity Investments July 2012 - Present
Plasma Management Corporate September 2009 - July 2012
Accessibility Directorate of Ontario September 2008 - October 2009
KRBIA 2009 - 2009
Bell Canada January 1998 - 2008
Education
Centennial College
Business Administration
ESI International
Project Management
Baiju Varghese Baiju Varghese's Fidelity Investments Experience March 2007 - September 2010
Job ATGEnedeca Middleware Admin at Speed Commerce
Industry Information Technology and Services
Experience
Speed Commerce January 2014 - Present
Dow Chemicals October 2010 - August 2013
Fidelity Investments March 2007 - September 2010
United Healthcare May 2006 - February 2007
British Telecom December 2004 - April 2006
Skills
ATG Commerce, Endeca, Apache, Oracle, WebSphere Application..., Agile Methodologies
Education
Central Michigan University 2010 — 2012
Master’s Degree, Computer Software Engineering and Project Management, A
Niagara University 2003 — 2004
Engineer’s Degree, Computer Network operations, A
Speed Commerce January 2014 - Present
Dow Chemicals October 2010 - August 2013
Fidelity Investments March 2007 - September 2010
United Healthcare May 2006 - February 2007
British Telecom December 2004 - April 2006
Skills
ATG Commerce, Endeca, Apache, Oracle, WebSphere Application..., Agile Methodologies
Education
Central Michigan University 2010 — 2012
Master’s Degree, Computer Software Engineering and Project Management, A
Niagara University 2003 — 2004
Engineer’s Degree, Computer Network operations, A
Joseph Simpson, MBA, PMP®'s Fidelity Investments Experience February 2012 - August 2012
Job AVP, Project Manager at BB&T
Industry Information Technology and Services
Experience
BB&T August 2012 - Present
Fidelity Investments February 2012 - August 2012
RBC April 2011 - January 2012
Wells Fargo August 2010 - April 2011
BCBSNC September 2007 - June 2010
Wachovia Corp December 2006 - May 2007
Bank of America May 2006 - December 2006
Duke Energy May 2006 - September 2006
Comag Marketing Group April 2005 - February 2006
First Union / Wachovia Corp January 1995 - April 2005
Skills
Project Management and..., Extreme / Agile..., Experience in process..., ASP (Application..., SDLC, Project Finance, Business Analysis, Project Management, Risk Management, Agile Methodologies, Cross-functional Team..., Vendor Management, Process Improvement, SharePoint, Business Process, Change Management, Quality Assurance, Project Planning, Management, PMP, Leadership, Requirements Analysis, Visio, Program Management, Requirements Gathering, Software Project..., Business Process...
Education
Mississippi State University 2007 — 2010
Master’s Degree, Business Administration, 3.67
Wake Forest University - Babcock Graduate School of Management 2007 — 2007
Central Piedmont Community College 1999 — 2002
Associate’s Degree, Management Information Systems, General, 4.0
The University of Southern Mississippi 1988 — 1990
BSBA, Marketing
Pascagoula High School 1981 — 1984
Bachelor’s Degree, Business with Emphasis in Marketing, 3.4
BB&T August 2012 - Present
Fidelity Investments February 2012 - August 2012
RBC April 2011 - January 2012
Wells Fargo August 2010 - April 2011
BCBSNC September 2007 - June 2010
Wachovia Corp December 2006 - May 2007
Bank of America May 2006 - December 2006
Duke Energy May 2006 - September 2006
Comag Marketing Group April 2005 - February 2006
First Union / Wachovia Corp January 1995 - April 2005
Skills
Project Management and..., Extreme / Agile..., Experience in process..., ASP (Application..., SDLC, Project Finance, Business Analysis, Project Management, Risk Management, Agile Methodologies, Cross-functional Team..., Vendor Management, Process Improvement, SharePoint, Business Process, Change Management, Quality Assurance, Project Planning, Management, PMP, Leadership, Requirements Analysis, Visio, Program Management, Requirements Gathering, Software Project..., Business Process...
Education
Mississippi State University 2007 — 2010
Master’s Degree, Business Administration, 3.67
Wake Forest University - Babcock Graduate School of Management 2007 — 2007
Central Piedmont Community College 1999 — 2002
Associate’s Degree, Management Information Systems, General, 4.0
The University of Southern Mississippi 1988 — 1990
BSBA, Marketing
Pascagoula High School 1981 — 1984
Bachelor’s Degree, Business with Emphasis in Marketing, 3.4
Anthony Benjamin's Fidelity Investments Experience 2001 - 2006
Job IT Business Analyst at Ottawa County
Industry Information Technology and Services
Experience
County of Ottawa May 2014 - Present
County of Ottawa April 2006 - April 2014
Fidelity Investments 2001 - 2006
Deloitte & Touche Consulting Group / CGI (acquisition) 1998 - 2001
Skills
SDLC, Requirements Analysis, Systems Analysis, Requirements Gathering, Software Project..., SQL, Databases, Business Process..., Project Management, Business Analysis, IIS, Oracle, Process Improvement, Data Modeling, Data Analysis, PL/SQL, Microsoft SQL Server, Enterprise Architecture, VB.NET, Integration
Education
Central Michigan University 2007 — 2010
MSA, Information Resource Management
Northwood University
BBA, MIS
County of Ottawa May 2014 - Present
County of Ottawa April 2006 - April 2014
Fidelity Investments 2001 - 2006
Deloitte & Touche Consulting Group / CGI (acquisition) 1998 - 2001
Skills
SDLC, Requirements Analysis, Systems Analysis, Requirements Gathering, Software Project..., SQL, Databases, Business Process..., Project Management, Business Analysis, IIS, Oracle, Process Improvement, Data Modeling, Data Analysis, PL/SQL, Microsoft SQL Server, Enterprise Architecture, VB.NET, Integration
Education
Central Michigan University 2007 — 2010
MSA, Information Resource Management
Northwood University
BBA, MIS
Karen Feldstein's Fidelity Investments Experience July 2015 - Present
Job Learning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments September 2007 - June 2015
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Deloitte 2002 - 2004
Buck Consultants 1996 - 2002
Education
Central Connecticut State University 1990 — 1994
Mathematics, Actuarial Science
Fidelity Investments July 2015 - Present
Fidelity Investments September 2007 - June 2015
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Deloitte 2002 - 2004
Buck Consultants 1996 - 2002
Education
Central Connecticut State University 1990 — 1994
Mathematics, Actuarial Science
Ding Ding's Fidelity Investments Experience 2004 - 2006
Job Director, Equity at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management April 2006 - Present
Fidelity Investments 2004 - 2006
Houghton Mifflin Learning Technology 2001 - 2004
Sapient 1996 - 2001
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MS, CS
Central College 1991 — 1994
BA, math/cs
Fudan University 1989 — 1991
Math
NanJin #10
PanAgora Asset Management April 2006 - Present
Fidelity Investments 2004 - 2006
Houghton Mifflin Learning Technology 2001 - 2004
Sapient 1996 - 2001
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MS, CS
Central College 1991 — 1994
BA, math/cs
Fudan University 1989 — 1991
Math
NanJin #10
Laurie (Chomko) Mistretta's Fidelity Investments Experience October 2006 - December 2007
Job Ultra High Net Worth Thought Leadership Marketing
Industry Financial Services
Experience
Bank of America January 2014 - Present
Bank of America January 2012 - December 2013
Bank of America June 2009 - January 2012
Bank of America March 2008 - June 2009
Fidelity Investments October 2006 - December 2007
Fidelity Investments July 2002 - October 2006
Fidelity Investments October 2000 - July 2002
Fidelity Investments March 1998 - October 2000
CIGNA Retirement & Investment Services (now Prudential Retirement) December 1995 - March 1998
Skills
Marketing Strategy, Brand Development, Leadership, Cross-functional Team..., Training, Investments, Public Relations, Digital Marketing, Social Media Marketing, Advertising, Strategic Communications, Social Media, Marketing Management, B2B Marketing, Direct Marketing, Creative Direction, Online Marketing, Financial Services, Email Marketing, Content Marketing
Education
Central Connecticut State University
BS
Bank of America January 2014 - Present
Bank of America January 2012 - December 2013
Bank of America June 2009 - January 2012
Bank of America March 2008 - June 2009
Fidelity Investments October 2006 - December 2007
Fidelity Investments July 2002 - October 2006
Fidelity Investments October 2000 - July 2002
Fidelity Investments March 1998 - October 2000
CIGNA Retirement & Investment Services (now Prudential Retirement) December 1995 - March 1998
Skills
Marketing Strategy, Brand Development, Leadership, Cross-functional Team..., Training, Investments, Public Relations, Digital Marketing, Social Media Marketing, Advertising, Strategic Communications, Social Media, Marketing Management, B2B Marketing, Direct Marketing, Creative Direction, Online Marketing, Financial Services, Email Marketing, Content Marketing
Education
Central Connecticut State University
BS
Jodi Demeter-Walls's Fidelity Investments Experience February 2007 - November 2007
Job MBA, SPHR
Industry Human Resources
Experience
ProActivate August 2015 - Present
Trans-Trade, Inc. October 2009 - May 2010
Fidelity Investments February 2007 - November 2007
Motorola March 2005 - January 2007
NCH Corporation April 2002 - February 2005
Computer Horizons Corp. April 2000 - September 2001
Skills
Recruiting, Talent Acquisition, Sourcing, Temporary Placement, Applicant Tracking..., Onboarding
Education
Texas Woman's University 2005 — 2007
MBA
Central Michigan University 1994 — 1997
BS, Psychology
ProActivate August 2015 - Present
Trans-Trade, Inc. October 2009 - May 2010
Fidelity Investments February 2007 - November 2007
Motorola March 2005 - January 2007
NCH Corporation April 2002 - February 2005
Computer Horizons Corp. April 2000 - September 2001
Skills
Recruiting, Talent Acquisition, Sourcing, Temporary Placement, Applicant Tracking..., Onboarding
Education
Texas Woman's University 2005 — 2007
MBA
Central Michigan University 1994 — 1997
BS, Psychology
Robert Woo's Fidelity Investments Experience 2005 - 2007
Job Director, Business Estimation & Analysis at Fidelity
Industry Financial Services
Experience
Fidelity May 2007 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 1998 - 2004
Education
Central Michigan University
MS, Administration
Southern Illinois University, Carbondale
BS, Industrial Technology
The George Washington University
Masters Certificate, Information Technology Project Management
Fidelity May 2007 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 1998 - 2004
Education
Central Michigan University
MS, Administration
Southern Illinois University, Carbondale
BS, Industrial Technology
The George Washington University
Masters Certificate, Information Technology Project Management
Richard Poshpeck's Fidelity Investments Experience September 2007 - May 2011
Job Senior Technology Executive
Industry Financial Services
Experience
Fidelity Investments September 2007 - May 2011
Wellington Management 2006 - 2007
Morgan Stanley 2004 - 2006
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
PwC 1997 - 1999
USF &G 1993 - 1997
Fidelity Investments 1986 - 1993
Skills
Vendor Management, Outsourcing, SDLC, Integration, Data Center, Strategy, Management, ITIL, Program Management, IT Strategy, Unix, PMO, Change Management, Business Analysis, Enterprise Architecture, Business Strategy, Requirements Analysis, Leadership, IT Management, Infrastructure, Information Technology, PMP, Mergers & Acquisitions, Project Portfolio..., Disaster Recovery
Education
Central Connecticut State University
Fidelity Investments September 2007 - May 2011
Wellington Management 2006 - 2007
Morgan Stanley 2004 - 2006
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
PwC 1997 - 1999
USF &G 1993 - 1997
Fidelity Investments 1986 - 1993
Skills
Vendor Management, Outsourcing, SDLC, Integration, Data Center, Strategy, Management, ITIL, Program Management, IT Strategy, Unix, PMO, Change Management, Business Analysis, Enterprise Architecture, Business Strategy, Requirements Analysis, Leadership, IT Management, Infrastructure, Information Technology, PMP, Mergers & Acquisitions, Project Portfolio..., Disaster Recovery
Education
Central Connecticut State University
Alfredo Rubio's Fidelity Investments Experience October 2006 - December 2008
Job Senior Technical Recruiter
Industry Human Resources
Experience
Lake Region Medical April 2010 - Present
The Futures Company January 2010 - May 2010
Fidelity Investments October 2006 - December 2008
Mellon HRIS (formerly PwC) 2000 - 2004
Skills
Deferred Compensation, Recruiting, Applicant Tracking..., Employee Relations, Sourcing, Interviews, HRIS, Performance Management, Temporary Placement, Contract Recruitment, Personnel Management, Employee Benefits, Screening, Training, Screening Resumes, Hiring, Staffing Services, PeopleSoft, Management, Leadership, Job Descriptions
Education
Central Michigan University 1998 — 2000
MSA, Human Resources Administration
University of New Hampshire 1996 — 2000
BS, Business Studies / Human Resource Management
Lake Region Medical April 2010 - Present
The Futures Company January 2010 - May 2010
Fidelity Investments October 2006 - December 2008
Mellon HRIS (formerly PwC) 2000 - 2004
Skills
Deferred Compensation, Recruiting, Applicant Tracking..., Employee Relations, Sourcing, Interviews, HRIS, Performance Management, Temporary Placement, Contract Recruitment, Personnel Management, Employee Benefits, Screening, Training, Screening Resumes, Hiring, Staffing Services, PeopleSoft, Management, Leadership, Job Descriptions
Education
Central Michigan University 1998 — 2000
MSA, Human Resources Administration
University of New Hampshire 1996 — 2000
BS, Business Studies / Human Resource Management
Lisa Raabe's Fidelity Investments Experience 2004 - 2007
Job Marketing Director at Shrewsbury Federal Credit Union
Industry Financial Services
Experience
Shrewsbury Federal Credit Union March 2013 - Present
The Write Time 2009 - February 2013
Talbots December 2008 - June 2011
Holliston Youth Substance Abuse Prevention Program 2007 - 2009
New York Life January 2008 - June 2008
Destination Imagination 2000 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1993 - 2000
Skills
Marketing Communications, Corporate Communications, Internal Communications, Strategic Communications, Copywriting, Ghostwriting, Marketing Research, Business Process..., Licensing & Compliance, Service Level Agreements, Project Management, Relationship Management, Vendor Management, Licensing, Retail, Management, Leadership, Strategy, Training, Market Research, Social Media, Business Development, Sales, Customer Service, Marketing, Strategic Planning, Financial Services, Marketing Strategy, Public Relations
Education
College for Financial Planning 1991 — 1993
CFP I & II, Certified Financial Planner
Northeastern University 1980 — 1981
Economics, Deaf Studies
Central Connecticut State University 1978 — 1980
Psychology, Deaf Studies
Shrewsbury Federal Credit Union March 2013 - Present
The Write Time 2009 - February 2013
Talbots December 2008 - June 2011
Holliston Youth Substance Abuse Prevention Program 2007 - 2009
New York Life January 2008 - June 2008
Destination Imagination 2000 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1993 - 2000
Skills
Marketing Communications, Corporate Communications, Internal Communications, Strategic Communications, Copywriting, Ghostwriting, Marketing Research, Business Process..., Licensing & Compliance, Service Level Agreements, Project Management, Relationship Management, Vendor Management, Licensing, Retail, Management, Leadership, Strategy, Training, Market Research, Social Media, Business Development, Sales, Customer Service, Marketing, Strategic Planning, Financial Services, Marketing Strategy, Public Relations
Education
College for Financial Planning 1991 — 1993
CFP I & II, Certified Financial Planner
Northeastern University 1980 — 1981
Economics, Deaf Studies
Central Connecticut State University 1978 — 1980
Psychology, Deaf Studies
Deanna White's Fidelity Investments Experience 1994 - 2002
Job Senior Organization Development Consultant at Northeast Utilities
Industry Utilities
Experience
NSTAR, now Eversource Energy November 2014 - Present
Northeast Utilities August 2012 - November 2014
NSTAR December 2002 - August 2012
NSTAR December 2002 - November 2008
Fidelity Investments 1994 - 2002
Putnam Investments 1989 - 1994
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Change Management, Organizational..., Leadership Development, Organizational..., Onboarding, Employee Relations, Talent Acquisition, Human Resources, Training, Workforce Planning, PeopleSoft, Leadership
Education
Lesley University 1990 — 1992
Masters, Management
Central Michigan University 1978 — 1983
BS, Business, German
Central Michigan University 1978 — 1983
Bachelor of Science (B.S.), Business Administration and German
NSTAR, now Eversource Energy November 2014 - Present
Northeast Utilities August 2012 - November 2014
NSTAR December 2002 - August 2012
NSTAR December 2002 - November 2008
Fidelity Investments 1994 - 2002
Putnam Investments 1989 - 1994
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Change Management, Organizational..., Leadership Development, Organizational..., Onboarding, Employee Relations, Talent Acquisition, Human Resources, Training, Workforce Planning, PeopleSoft, Leadership
Education
Lesley University 1990 — 1992
Masters, Management
Central Michigan University 1978 — 1983
BS, Business, German
Central Michigan University 1978 — 1983
Bachelor of Science (B.S.), Business Administration and German
Judith Butterworth-Kremer, CEBS, PMP's Fidelity Investments Experience September 2007 - July 2008
Job Sr. Project Manager for Apex Systems at Voya Financial
Industry Insurance
Experience
Apex Systems June 2015 - Present
Fallon Community Health Plan January 2011 - June 2015
Dell Perot Systems April 2009 - August 2010
Fidelity Investments September 2007 - July 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 1999 - 2005
CIGNA 1987 - 1991
Cigna Financial Partners 1983 - 1985
Skills
Human Resources, Program Management, Business Analysis, Business Process..., Cross-functional Team..., MS Project, Project Management, CRM, Leadership, PMO, Process Improvement, Management, SharePoint, PMP, Vendor Management, SDLC, Risk Management
Education
Central Connecticut State University
BS, Education English
Nutley High School
Apex Systems June 2015 - Present
Fallon Community Health Plan January 2011 - June 2015
Dell Perot Systems April 2009 - August 2010
Fidelity Investments September 2007 - July 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 1999 - 2005
CIGNA 1987 - 1991
Cigna Financial Partners 1983 - 1985
Skills
Human Resources, Program Management, Business Analysis, Business Process..., Cross-functional Team..., MS Project, Project Management, CRM, Leadership, PMO, Process Improvement, Management, SharePoint, PMP, Vendor Management, SDLC, Risk Management
Education
Central Connecticut State University
BS, Education English
Nutley High School
(Dawn) Michelle French's Fidelity Investments Experience March 2009 - Present
Job Actuary at Fidelity
Industry Human Resources
Experience
Fidelity Investments March 2009 - Present
Towers Perrin July 2002 - March 2009
U.S. Army June 1993 - November 1998
Skills
Defined Benefit, Actuarial Science, Pensions, Retirement, ERISA, Defined Contribution, Employee Benefits, 401k, Retirement Plan..., Deferred Compensation, Benefits Administration, Risk Management, Pension Administration, Financial Modeling, Actuarial Consulting
Education
The University of Texas at Austin 2000 — 2002
Bachelor of Science Mathematices, Actuarial Science
Central Texas College 1998 — 2000
AS, Mathematics
Fidelity Investments March 2009 - Present
Towers Perrin July 2002 - March 2009
U.S. Army June 1993 - November 1998
Skills
Defined Benefit, Actuarial Science, Pensions, Retirement, ERISA, Defined Contribution, Employee Benefits, 401k, Retirement Plan..., Deferred Compensation, Benefits Administration, Risk Management, Pension Administration, Financial Modeling, Actuarial Consulting
Education
The University of Texas at Austin 2000 — 2002
Bachelor of Science Mathematices, Actuarial Science
Central Texas College 1998 — 2000
AS, Mathematics
Bethany Pagnani's Fidelity Investments Experience May 2006 - March 2015
Job Account Coordinator at LSG Insurance Partners
Industry Financial Services
Experience
LSG Insurance Partners June 2015 - Present
Fidelity Investments May 2006 - March 2015
Fidelity Investments December 2004 - May 2006
Charles Schwab September 2002 - December 2004
Skills
Investments, Relationship Management, Territory Management, 457 (b), Series 7, Retirement Planning, Series 65, Series 63, Portfolio Management, Asset Allocation, 403 b, Strategic Financial..., Retirement, Uniform Combined State..., Mutual Funds, Financial Planning, FINRA, Series 6, Investment Advisory, Wealth Management, Life, Accident, and...
Education
Central Michigan University 1990 — 1994
B.S., Criminal Justice
LSG Insurance Partners June 2015 - Present
Fidelity Investments May 2006 - March 2015
Fidelity Investments December 2004 - May 2006
Charles Schwab September 2002 - December 2004
Skills
Investments, Relationship Management, Territory Management, 457 (b), Series 7, Retirement Planning, Series 65, Series 63, Portfolio Management, Asset Allocation, 403 b, Strategic Financial..., Retirement, Uniform Combined State..., Mutual Funds, Financial Planning, FINRA, Series 6, Investment Advisory, Wealth Management, Life, Accident, and...
Education
Central Michigan University 1990 — 1994
B.S., Criminal Justice
Matthew Rogal's Fidelity Investments Experience August 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - August 2015
Fidelity Investments July 2013 - June 2014
JPMorgan Chase & Co. July 2010 - July 2013
Education
Central Michigan University 2005 — 2009
BSBA, Finance
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - August 2015
Fidelity Investments July 2013 - June 2014
JPMorgan Chase & Co. July 2010 - July 2013
Education
Central Michigan University 2005 — 2009
BSBA, Finance
Sheila Chase's Fidelity Investments Experience September 2013 - Present
Job Bilingual Customer Services Professional
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments October 2009 - November 2013
Transamerica Life Canada June 2003 - September 2006
IFDS 2003 - 2005
Skills
Investments, Mutual Funds, Call Center, Customer Relations, French
Education
Centennial College 1996 — 1999
Hospitality Administration/Management
Fidelity Investments September 2013 - Present
Fidelity Investments October 2009 - November 2013
Transamerica Life Canada June 2003 - September 2006
IFDS 2003 - 2005
Skills
Investments, Mutual Funds, Call Center, Customer Relations, French
Education
Centennial College 1996 — 1999
Hospitality Administration/Management
Judith Grillo's Fidelity Investments Experience April 1998 - June 1999
Job Business and Education
Industry Marketing and Advertising
Experience
Judith Grillo Consulting October 2000 - Present
Fidelity Investments April 1998 - June 1999
Cimmaron Group/CBO Communications April 1996 - April 1998
Dunn Reber Glen Marz February 1994 - April 1996
The Martin Agency September 1993 - December 1993
CIGNA Healthcare February 1990 - March 1991
First Interstate Bank/Wells Fargo January 1985 - December 1990
Skills
Market Research, Strategic Planning, Marketing, Advertising, Public Speaking, Non-profits, Fundraising, Program Management, Coaching, Marketing Strategy, Management, Promotions, Strategy, Business Strategy, Competitive Analysis, CRM, Program Development, Curriculum Development, Management Consulting, Team Leadership, Nonprofits, Leadership, Entrepreneurship, Team Building, Leadership Development, Training
Education
Central Connecticut State University
MS, Education
Ohio University
BS, Family/Consumer Science
Ohio University
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Judith Grillo Consulting October 2000 - Present
Fidelity Investments April 1998 - June 1999
Cimmaron Group/CBO Communications April 1996 - April 1998
Dunn Reber Glen Marz February 1994 - April 1996
The Martin Agency September 1993 - December 1993
CIGNA Healthcare February 1990 - March 1991
First Interstate Bank/Wells Fargo January 1985 - December 1990
Skills
Market Research, Strategic Planning, Marketing, Advertising, Public Speaking, Non-profits, Fundraising, Program Management, Coaching, Marketing Strategy, Management, Promotions, Strategy, Business Strategy, Competitive Analysis, CRM, Program Development, Curriculum Development, Management Consulting, Team Leadership, Nonprofits, Leadership, Entrepreneurship, Team Building, Leadership Development, Training
Education
Central Connecticut State University
MS, Education
Ohio University
BS, Family/Consumer Science
Ohio University
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Cathie Mangiardi's Fidelity Investments Experience 1999 - 2000
Job Director, Staffing at Fidelity Investments Canada ULC
Industry Financial Services
Experience
Fidelity Investments Canada ULC 2007 - Present
Fidelity Investments Canada ULC 2004 - 2007
Fidelity Investments Canada 2002 - 2004
Fidelity Investments Canada 2000 - 2002
Fidelity Investments 1999 - 2000
Fidelity Investments November 1997 - July 1999
University of Alberta 1997 - 1997
George Brown College 1996 - 1997
Heart and Stroke Foundation 1995 - 1996
Sault College 1992 - 1995
Education
Central Michigan University
MA, Adult Education
Seneca College of Applied Arts and Technology
Post Diploma, Human Resources, Staff Development
Western University
BA, History
Fidelity Investments Canada ULC 2007 - Present
Fidelity Investments Canada ULC 2004 - 2007
Fidelity Investments Canada 2002 - 2004
Fidelity Investments Canada 2000 - 2002
Fidelity Investments 1999 - 2000
Fidelity Investments November 1997 - July 1999
University of Alberta 1997 - 1997
George Brown College 1996 - 1997
Heart and Stroke Foundation 1995 - 1996
Sault College 1992 - 1995
Education
Central Michigan University
MA, Adult Education
Seneca College of Applied Arts and Technology
Post Diploma, Human Resources, Staff Development
Western University
BA, History
Matthew DiNallo, CFA's Fidelity Investments Experience January 2005 - June 2008
Job Client Relationship Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2014 - Present
Hansberger Global Investors, Inc. July 2008 - August 2014
Fidelity Investments January 2005 - June 2008
Prudential Financial 2004 - 2005
CIGNA 2002 - 2004
Skills
Investments, Retirement, Leadership, Mutual Funds, Equities, Alternative Investments, Fixed Income, Asset Allocation, Asset Management, Hedge Funds, Portfolio Management, Bloomberg, Due Diligence, Investment Management, Investment Strategies, Finance, Emerging Markets, Relationship Management, Securities, Series 7, CRM, Analysis, Management, Financial Services, Financial Analysis
Education
The George Washington University - School of Business 1995 — 1997
Master of Business Administration (M.B.A.), International Finance
Central Connecticut State University 1991 — 1994
Bachelor's Degree, Finance
Aberdeen Asset Management September 2014 - Present
Hansberger Global Investors, Inc. July 2008 - August 2014
Fidelity Investments January 2005 - June 2008
Prudential Financial 2004 - 2005
CIGNA 2002 - 2004
Skills
Investments, Retirement, Leadership, Mutual Funds, Equities, Alternative Investments, Fixed Income, Asset Allocation, Asset Management, Hedge Funds, Portfolio Management, Bloomberg, Due Diligence, Investment Management, Investment Strategies, Finance, Emerging Markets, Relationship Management, Securities, Series 7, CRM, Analysis, Management, Financial Services, Financial Analysis
Education
The George Washington University - School of Business 1995 — 1997
Master of Business Administration (M.B.A.), International Finance
Central Connecticut State University 1991 — 1994
Bachelor's Degree, Finance
Christopher Barkley's Fidelity Investments Experience January 2011 - Present
Job Software Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments January 2008 - January 2011
Fidelity Investments January 2005 - January 2008
Fidelity Investments August 1999 - January 2005
NCR Corporation 1994 - 1999
Skills
SDLC, Agile Methodologies, Program Management
Education
Central Connecticut State University 1989 — 1994
Computer Science
Fidelity Investments January 2011 - Present
Fidelity Investments January 2008 - January 2011
Fidelity Investments January 2005 - January 2008
Fidelity Investments August 1999 - January 2005
NCR Corporation 1994 - 1999
Skills
SDLC, Agile Methodologies, Program Management
Education
Central Connecticut State University 1989 — 1994
Computer Science
Blanchard Cindy's Fidelity Investments Experience
Job Sr. Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Risk Management, Financial Services, SDLC, Mutual Funds, Business Analysis
Education
Central Michigan University
Suffolk University - Sawyer School of Management
MBA
Fidelity Investments
Skills
Risk Management, Financial Services, SDLC, Mutual Funds, Business Analysis
Education
Central Michigan University
Suffolk University - Sawyer School of Management
MBA
Joseph Fiducia CFP®'s Fidelity Investments Experience June 2005 - February 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Fidelity Investments June 2005 - February 2014
First National Bank of Litchfield November 2003 - June 2005
Wachovia December 1999 - November 2003
Merrill Lynch 1995 - 1999
Skills
Business Development, Asset Allocation, ETFs * Equity * Bonds *..., Relationship..., Sales & Marketing, Trust / Estate / Tax &..., Analysis &..., Monitoring & Evaluating..., Client & Product..., Investment Strategy..., Coaching / Mentoring /..., Wealth Management
Education
University of Hartford 2008 — 2010
Master of Business Administration (M.B.A.), International Finance
Central Connecticut State University
Bachelor of Science (B.S.), Marketing
TIAA-CREF February 2014 - Present
Fidelity Investments June 2005 - February 2014
First National Bank of Litchfield November 2003 - June 2005
Wachovia December 1999 - November 2003
Merrill Lynch 1995 - 1999
Skills
Business Development, Asset Allocation, ETFs * Equity * Bonds *..., Relationship..., Sales & Marketing, Trust / Estate / Tax &..., Analysis &..., Monitoring & Evaluating..., Client & Product..., Investment Strategy..., Coaching / Mentoring /..., Wealth Management
Education
University of Hartford 2008 — 2010
Master of Business Administration (M.B.A.), International Finance
Central Connecticut State University
Bachelor of Science (B.S.), Marketing
Dorothy Beaugard's Fidelity Investments Experience January 2006 - June 2010
Job Executive Assistant at Fidelity Clearing Canada
Industry Financial Services
Experience
Fidelity Clearing Canada June 2010 - Present
Fidelity Investments January 2006 - June 2010
Alberta Home Builder's Association October 2004 - April 2005
Alberta Home Builders Association March 2004 - September 2004
Franklin Templeton Investments November 1999 - February 2003
Skills
Outlook, Teamwork, Event Planning, Microsoft Excel, Mutual Funds, Marketing Communications, Budgets, Microsoft Office, Administrative..., Investments, Office Management, Event Management, Customer Service, PowerPoint, Microsoft Word, Financial Services, Time Management, Marketing, Leadership, Administration, Human Resources, Analysis, Administrative...
Education
Centennial College 1993 — 1996
Diploma
Fidelity Clearing Canada June 2010 - Present
Fidelity Investments January 2006 - June 2010
Alberta Home Builder's Association October 2004 - April 2005
Alberta Home Builders Association March 2004 - September 2004
Franklin Templeton Investments November 1999 - February 2003
Skills
Outlook, Teamwork, Event Planning, Microsoft Excel, Mutual Funds, Marketing Communications, Budgets, Microsoft Office, Administrative..., Investments, Office Management, Event Management, Customer Service, PowerPoint, Microsoft Word, Financial Services, Time Management, Marketing, Leadership, Administration, Human Resources, Analysis, Administrative...
Education
Centennial College 1993 — 1996
Diploma
Josiah McCorkle's Fidelity Investments Experience July 2012 - Present
Job Software Developer
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
Josiah McCorkle Decorative Artisan January 2004 - January 2011
Skills
JavaScript, Java, HTML, Software Development, AngularJS, SQL, XML, Agile Methodologies
Education
University of North Carolina at Charlotte 2009 — 2012
Bachelor Science in Computer Science, Computer Software Engineering
Central Piedmont Community College 2001 — 2003
Associates, Fine/Studio Arts, General
Fidelity Investments July 2012 - Present
Josiah McCorkle Decorative Artisan January 2004 - January 2011
Skills
JavaScript, Java, HTML, Software Development, AngularJS, SQL, XML, Agile Methodologies
Education
University of North Carolina at Charlotte 2009 — 2012
Bachelor Science in Computer Science, Computer Software Engineering
Central Piedmont Community College 2001 — 2003
Associates, Fine/Studio Arts, General
Robin Yuen, CEBS, GBA, RPA, CIM, BA's Fidelity Investments Experience September 2004 - June 2008
Job Employee Benefits Case Manager
Industry Insurance
Experience
Great-West Life August 2008 - Present
Jukebox Live August 2007 - Present
St. John Ambulance Community Services October 1995 - Present
Fidelity Investments September 2004 - June 2008
Equipment Planning Associates Limited March 2003 - April 2004
AmbuTrans Inc. October 2001 - March 2003
Soroc Technology November 2000 - October 2001
Skills
Disability Insurance, Process Improvement, Leadership, Microsoft Office, Retirement, Customer Service, Employee Benefits, Human Resources, Health Insurance, Project Management, Coaching, Management, Training, Healthcare, Investments, Personnel Management, Case Management, System Administration, Team Building, Software Documentation, Case Managment, Strategic Planning, Databases, Data Analysis, Insurance, Visio, Program Management, Business Analysis, Access, Research, Microsoft Excel, Change Management, Public Speaking, SDLC, Team Leadership, Vendor Management, Analysis, Benefits Administration, MS Project, Retirement Planning
Education
Emergency Management Ontario 2015 — 2015
IMS-200, Basic Incident Management System
Emergency Management Ontario 2013 — 2013
IMS-100, Introduction to Incident Management System
George Brown College 2009 — 2011
CEBS, Certified Employee Benefits Specialist
Centennial College 2002 — 2004
CIM, Certified In Management
University of Toronto - University of St. Michael's College 1996 — 2002
B.A., Economics
DeVry University 1998 — 2000
Diploma, Business Information Systems
Great-West Life August 2008 - Present
Jukebox Live August 2007 - Present
St. John Ambulance Community Services October 1995 - Present
Fidelity Investments September 2004 - June 2008
Equipment Planning Associates Limited March 2003 - April 2004
AmbuTrans Inc. October 2001 - March 2003
Soroc Technology November 2000 - October 2001
Skills
Disability Insurance, Process Improvement, Leadership, Microsoft Office, Retirement, Customer Service, Employee Benefits, Human Resources, Health Insurance, Project Management, Coaching, Management, Training, Healthcare, Investments, Personnel Management, Case Management, System Administration, Team Building, Software Documentation, Case Managment, Strategic Planning, Databases, Data Analysis, Insurance, Visio, Program Management, Business Analysis, Access, Research, Microsoft Excel, Change Management, Public Speaking, SDLC, Team Leadership, Vendor Management, Analysis, Benefits Administration, MS Project, Retirement Planning
Education
Emergency Management Ontario 2015 — 2015
IMS-200, Basic Incident Management System
Emergency Management Ontario 2013 — 2013
IMS-100, Introduction to Incident Management System
George Brown College 2009 — 2011
CEBS, Certified Employee Benefits Specialist
Centennial College 2002 — 2004
CIM, Certified In Management
University of Toronto - University of St. Michael's College 1996 — 2002
B.A., Economics
DeVry University 1998 — 2000
Diploma, Business Information Systems
Mike Welton's Fidelity Investments Experience May 2015 - Present
Job Director, Retirement Planner at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
TIAA-CREF May 2010 - March 2012
Verity Investments, Inc. July 2009 - May 2010
Fidelity Investments March 2007 - February 2009
Fidelity Investments April 2000 - February 2007
Old Kent Bank August 1999 - March 2000
Advanced Asset Management, LLC May 1997 - August 1999
American Express Financial Advisors April 1994 - May 1997
Skills
Relationship Management, Business Development, Account Management, Investment Advisory, Mutual Funds, Retirement, Investments, Wealth Management, Retirement Planning
Education
Central Michigan University 1989 — 1993
B.S., Economics
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
TIAA-CREF May 2010 - March 2012
Verity Investments, Inc. July 2009 - May 2010
Fidelity Investments March 2007 - February 2009
Fidelity Investments April 2000 - February 2007
Old Kent Bank August 1999 - March 2000
Advanced Asset Management, LLC May 1997 - August 1999
American Express Financial Advisors April 1994 - May 1997
Skills
Relationship Management, Business Development, Account Management, Investment Advisory, Mutual Funds, Retirement, Investments, Wealth Management, Retirement Planning
Education
Central Michigan University 1989 — 1993
B.S., Economics
Shawn DeGannes's Fidelity Investments Experience June 2007 - June 2009
Job Payroll Administrator at CBI Health Group
Industry Human Resources
Experience
CBI Health Group July 2014 - Present
Aon Hewitt April 2012 - April 2014
Aon Hewitt November 2009 - April 2012
Fidelity Investments June 2007 - June 2009
Fidelity Investments May 2006 - June 2007
Skills
Human Resources, Benefits Administration, Customer Service, HRIS, Payroll, Onboarding, Payroll Analysis, HR Policies, Management, Time Management, PeopleSoft, Employee Relations, Employment Law, Employee Benefits, Leadership
Education
Centennial College
Human Resources Management
CBI Health Group July 2014 - Present
Aon Hewitt April 2012 - April 2014
Aon Hewitt November 2009 - April 2012
Fidelity Investments June 2007 - June 2009
Fidelity Investments May 2006 - June 2007
Skills
Human Resources, Benefits Administration, Customer Service, HRIS, Payroll, Onboarding, Payroll Analysis, HR Policies, Management, Time Management, PeopleSoft, Employee Relations, Employment Law, Employee Benefits, Leadership
Education
Centennial College
Human Resources Management
Victor Pizzolato's Fidelity Investments Experience 1999 - 2002
Job writer, editor
Industry Newspapers
Experience
Telegram & Gazette April 1999 - June 2014
Fidelity Investments 1999 - 2002
Milford Daily News 1997 - 1999
Blackstone Valley Tribune 1996 - 1997
KWKH Radio 1989 - 1991
United Press International 1986 - 1990
Shreveport Journal 1985 - 1985
Skills
Copy Editing, Ap Style, Editing, Journalism, Proofreading, Web Content, Editorial, News Writing, Social Media, Storytelling, Newspaper, Blogging, Press Releases, Copywriting, Creative Writing, Feature Articles, Publications, Content Management
Education
Airline High School 1968 — 1972
Centenary College of Louisiana
Louisiana State University in Shreveport
B.A., communications/journalism
Telegram & Gazette April 1999 - June 2014
Fidelity Investments 1999 - 2002
Milford Daily News 1997 - 1999
Blackstone Valley Tribune 1996 - 1997
KWKH Radio 1989 - 1991
United Press International 1986 - 1990
Shreveport Journal 1985 - 1985
Skills
Copy Editing, Ap Style, Editing, Journalism, Proofreading, Web Content, Editorial, News Writing, Social Media, Storytelling, Newspaper, Blogging, Press Releases, Copywriting, Creative Writing, Feature Articles, Publications, Content Management
Education
Airline High School 1968 — 1972
Centenary College of Louisiana
Louisiana State University in Shreveport
B.A., communications/journalism
Brandon Kerner's Fidelity Investments Experience 2012 - 2013
Job Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Principal Financial Group 2013 - July 2015
Fidelity Investments 2012 - 2013
Clark Consulting 2008 - 2012
AXA Advisors 2007 - 2008
Skills
Executive Compensation..., Benefits Administration, Insurance, Deferred Compensation, Financial Analysis, Financial Reporting, Financial Accounting, 401k, Series 7, Series 63, Non-Qualified Deferred...
Education
Central Michigan University 2002 — 2007
BBA, Financial Planning, Corporate Finance, Pre-Law
Principal Financial Group July 2015 - Present
Principal Financial Group 2013 - July 2015
Fidelity Investments 2012 - 2013
Clark Consulting 2008 - 2012
AXA Advisors 2007 - 2008
Skills
Executive Compensation..., Benefits Administration, Insurance, Deferred Compensation, Financial Analysis, Financial Reporting, Financial Accounting, 401k, Series 7, Series 63, Non-Qualified Deferred...
Education
Central Michigan University 2002 — 2007
BBA, Financial Planning, Corporate Finance, Pre-Law
Sarah Loza, PHR, SHRM-CP's Fidelity Investments Experience April 2015 - Present
Job Internal Candidate Developer at Fidelity Investments
Industry Airlines/Aviation
Experience
Fidelity Investments April 2015 - Present
CAE April 2012 - April 2015
DynCorp International November 2010 - April 2012
GLOBAL LINGUIST SOLUTIONS, LLC November 2008 - November 2009
SAFARILAND (BAE SYSTEMS) May 2007 - May 2008
US Army May 2003 - May 2007
Education
Central Michigan University 1999 — 2003
Bachelors, Management
Alpena High School 1995 — 1999
High School
Fidelity Investments April 2015 - Present
CAE April 2012 - April 2015
DynCorp International November 2010 - April 2012
GLOBAL LINGUIST SOLUTIONS, LLC November 2008 - November 2009
SAFARILAND (BAE SYSTEMS) May 2007 - May 2008
US Army May 2003 - May 2007
Education
Central Michigan University 1999 — 2003
Bachelors, Management
Alpena High School 1995 — 1999
High School
Lucila King's Fidelity Investments Experience November 2005 - May 2006
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial February 2007 - Present
Fidelity Investments November 2005 - May 2006
Manulife Financial August 1981 - November 2005
Skills
Strategic Financial..., Critical Illness, Disability Insurance, Segregated Funds, Mutual Funds, Estate Planning, Retirement Planning, Investments, Life Insurance, Investment Strategies, Wealth Management, Retirement, Financial Advisory, Finance, Insurance, Customer Service, Financial Planning
Education
Centennial College 2004 — 2005
Intermediate Microcomputer Applications Software, Information Technology
LOMA Canada 1994 — 1995
Legal & Life Insurance Industry Overview, Legal Studies, General
Ryerson University 1988 — 1992
Business Communications Certificate, Business/Corporate Communications
Centennial College 1982 — 1986
Human Resources Management, Human Resources Management/Personnel Administration, General
Freedom 55 Financial February 2007 - Present
Fidelity Investments November 2005 - May 2006
Manulife Financial August 1981 - November 2005
Skills
Strategic Financial..., Critical Illness, Disability Insurance, Segregated Funds, Mutual Funds, Estate Planning, Retirement Planning, Investments, Life Insurance, Investment Strategies, Wealth Management, Retirement, Financial Advisory, Finance, Insurance, Customer Service, Financial Planning
Education
Centennial College 2004 — 2005
Intermediate Microcomputer Applications Software, Information Technology
LOMA Canada 1994 — 1995
Legal & Life Insurance Industry Overview, Legal Studies, General
Ryerson University 1988 — 1992
Business Communications Certificate, Business/Corporate Communications
Centennial College 1982 — 1986
Human Resources Management, Human Resources Management/Personnel Administration, General
Eric Spann's Fidelity Investments Experience December 2014 - Present
Job Data Conversion Manager
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Tata Consultancy Services March 2014 - December 2014
TIAA-CREF 2008 - 2014
TIAA-CREF September 2005 - September 2008
Schwab Retirement Technologies September 2001 - September 2005
US Airways April 2001 - October 2001
First Union April 1999 - April 2001
Merrill Lynch 1994 - 1996
Merrill Lynch 1994 - 1996
Skills
401k, Business Analysis, CRM, Cross-functional Team..., Defined Benefit, ERISA, Employee Benefits, Financial Analysis, Financial Services, Human Resources, Investments, Management, Mutual Funds, Operations Management, Pensions, Process Improvement, Project Management, Relationship Management, Retirement, Series 6, Series 63, Series 7, Software Documentation, Strategic Financial..., Strategic Planning, Strategy, Asset Allocation, Business Planning, Defined Contribution, Retirement Planning, Financial Planning
Education
Drexel University - LeBow College of Business 1989 — 1994
BS
Central Piedmont Community College
Elizabeth Seeger
Penn State University
MBA
Fidelity Investments December 2014 - Present
Tata Consultancy Services March 2014 - December 2014
TIAA-CREF 2008 - 2014
TIAA-CREF September 2005 - September 2008
Schwab Retirement Technologies September 2001 - September 2005
US Airways April 2001 - October 2001
First Union April 1999 - April 2001
Merrill Lynch 1994 - 1996
Merrill Lynch 1994 - 1996
Skills
401k, Business Analysis, CRM, Cross-functional Team..., Defined Benefit, ERISA, Employee Benefits, Financial Analysis, Financial Services, Human Resources, Investments, Management, Mutual Funds, Operations Management, Pensions, Process Improvement, Project Management, Relationship Management, Retirement, Series 6, Series 63, Series 7, Software Documentation, Strategic Financial..., Strategic Planning, Strategy, Asset Allocation, Business Planning, Defined Contribution, Retirement Planning, Financial Planning
Education
Drexel University - LeBow College of Business 1989 — 1994
BS
Central Piedmont Community College
Elizabeth Seeger
Penn State University
MBA
Nicole Klein's Fidelity Investments Experience September 2013 - Present
Job Regional Sales and Events Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments December 2010 - September 2013
Ernst & Young June 2007 - December 2010
Klein High-Tech Industries Inc. September 2003 - August 2006
Skills
Customer Service, Microsoft Office, Outlook, PowerPoint, Process Improvement, Account Management, Project Management, Budgets, Salesforce.com, Photoshop, Brand Management, Product Design, Event Management, Creative Writing, Events Organisation, Marketing Communications, KPI Reports, Billing reconciliation, Travel Planning, Lotus Notes, Annual Reports, Employee Training, Supervisory Experience, Event Planning, Team Leadership, Marketing, Social Media, Sales, Financial Analysis, Microsoft Excel
Education
Airports Council International 2012 — 2012
Certificate, Project Management
Concordia University 2004 — 2008
Bachelor's degree, Communication
CEGEP - John Abbott College 2001 — 2003
DEC, Communication and Media Studies
College Beaubois 1996 — 2001
High school diploma
Fidelity Investments September 2013 - Present
Fidelity Investments December 2010 - September 2013
Ernst & Young June 2007 - December 2010
Klein High-Tech Industries Inc. September 2003 - August 2006
Skills
Customer Service, Microsoft Office, Outlook, PowerPoint, Process Improvement, Account Management, Project Management, Budgets, Salesforce.com, Photoshop, Brand Management, Product Design, Event Management, Creative Writing, Events Organisation, Marketing Communications, KPI Reports, Billing reconciliation, Travel Planning, Lotus Notes, Annual Reports, Employee Training, Supervisory Experience, Event Planning, Team Leadership, Marketing, Social Media, Sales, Financial Analysis, Microsoft Excel
Education
Airports Council International 2012 — 2012
Certificate, Project Management
Concordia University 2004 — 2008
Bachelor's degree, Communication
CEGEP - John Abbott College 2001 — 2003
DEC, Communication and Media Studies
College Beaubois 1996 — 2001
High school diploma
Joni Roybal's Fidelity Investments Experience August 2011 - Present
Job Student at Central New Mexico
Industry Management Consulting
Experience
Fidelity Investments August 2011 - Present
Genghis Grill December 2010 - July 2011
Sitel August 2008 - December 2009
Education
Central New Mexico 2010 — 2012
Central New Mexico Community College
Business Administration
Fidelity Investments August 2011 - Present
Genghis Grill December 2010 - July 2011
Sitel August 2008 - December 2009
Education
Central New Mexico 2010 — 2012
Central New Mexico Community College
Business Administration
Savdah Manjra's Fidelity Investments Experience August 2006 - November 2006
Job Account and Team Development Professional, CSP
Industry Nonprofit Organization Management
Experience
GS1 Canada July 2013 - Present
Mercy Mission January 2013 - February 2014
GS1 Canada May 2010 - July 2013
GS1 Canada January 2007 - May 2010
Fidelity Investments August 2006 - November 2006
Millward Brown December 2005 - August 2006
University Health Network February 2005 - June 2005
Skills
Customer Service, Social Media, Project Management, Team Leadership, Email Marketing, Wordpress, Supply Chain..., Sales Growth, Market Research, Not for Profit, Non-profits, Nonprofits, Training, Business Development, Program Management, CRM, Leadership, New Business Development, Strategic Planning, Team Building, Sales, B2B, Account Management, Retail
Education
University of Toronto 2011 — 2014
Certified Sales Professional
Centennial College
Marc Garneau Collegiate Institute 2000 — 2005
GS1 Canada July 2013 - Present
Mercy Mission January 2013 - February 2014
GS1 Canada May 2010 - July 2013
GS1 Canada January 2007 - May 2010
Fidelity Investments August 2006 - November 2006
Millward Brown December 2005 - August 2006
University Health Network February 2005 - June 2005
Skills
Customer Service, Social Media, Project Management, Team Leadership, Email Marketing, Wordpress, Supply Chain..., Sales Growth, Market Research, Not for Profit, Non-profits, Nonprofits, Training, Business Development, Program Management, CRM, Leadership, New Business Development, Strategic Planning, Team Building, Sales, B2B, Account Management, Retail
Education
University of Toronto 2011 — 2014
Certified Sales Professional
Centennial College
Marc Garneau Collegiate Institute 2000 — 2005
Jonathan d'Auvergne, CIM's Fidelity Investments Experience December 2010 - May 2013
Job RVP at Invesco Funds
Industry Investment Management
Experience
Invesco Funds October 2014 - Present
TD Asset Management June 2013 - September 2014
Fidelity Investments December 2010 - May 2013
Dynamic Funds June 2010 - September 2010
TD Canada Trust November 2007 - June 2010
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Financial Markets, Sales Presentations, Retirement Planning, Securities, Investment Advisory, Investment Strategies, ETFs, Retirement, Financial Services, Relationship Management, Strategic Financial..., Mutual Funds
Education
Concordia University 2002 — 2005
Bachelor of Commerce (B.Com.), Finance
John Abbott College 1999 — 2001
Commerce
Invesco Funds October 2014 - Present
TD Asset Management June 2013 - September 2014
Fidelity Investments December 2010 - May 2013
Dynamic Funds June 2010 - September 2010
TD Canada Trust November 2007 - June 2010
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Financial Markets, Sales Presentations, Retirement Planning, Securities, Investment Advisory, Investment Strategies, ETFs, Retirement, Financial Services, Relationship Management, Strategic Financial..., Mutual Funds
Education
Concordia University 2002 — 2005
Bachelor of Commerce (B.Com.), Finance
John Abbott College 1999 — 2001
Commerce
michael darrell's Fidelity Investments Experience January 2005 - July 2005
Job Customer Support at PNC Mortgage
Industry Financial Services
Experience
PNC Mortgage March 2013 - Present
PNC Mortgage November 2011 - March 2013
PNC Mortgage January 2011 - March 2013
LexisNexis April 2008 - June 2010
Standard Register July 2005 - March 2007
Fidelity Investments January 2005 - July 2005
Standard Register January 2000 - January 2004
Skills
Quality Assurance, Process Scheduler, Process Improvement, Banking, Lotus Notes, Software Documentation, Credit, Loans, Outlook, Training, Customer Satisfaction, Microsoft Excel
Education
Central Michigan University 1990 — 1992
Master of Science, Administration
UNIVERSITY OF MARYLAND, College
Bachelor of Science, Administration
PNC Mortgage March 2013 - Present
PNC Mortgage November 2011 - March 2013
PNC Mortgage January 2011 - March 2013
LexisNexis April 2008 - June 2010
Standard Register July 2005 - March 2007
Fidelity Investments January 2005 - July 2005
Standard Register January 2000 - January 2004
Skills
Quality Assurance, Process Scheduler, Process Improvement, Banking, Lotus Notes, Software Documentation, Credit, Loans, Outlook, Training, Customer Satisfaction, Microsoft Excel
Education
Central Michigan University 1990 — 1992
Master of Science, Administration
UNIVERSITY OF MARYLAND, College
Bachelor of Science, Administration
Esteffany Ortiz's Fidelity Investments Experience May 2010 - Present
Job Health and Welfare Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Education
Central New Mexico Community College
Dietary Management, Foods, Nutrition, and Wellness Studies, General, Freshman
Fidelity Investments May 2010 - Present
Education
Central New Mexico Community College
Dietary Management, Foods, Nutrition, and Wellness Studies, General, Freshman
Kozeta Clem's Fidelity Investments Experience 2005 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2005 - 2012
Education
New England School of Law 2008 — 2012
Juris Doctor
Central Methodist University-College of Liberal Arts & Sciences 2000 — 2004
Bachelor of Arts (B.A.), International Business & French
Fidelity Investments 2005 - 2012
Education
New England School of Law 2008 — 2012
Juris Doctor
Central Methodist University-College of Liberal Arts & Sciences 2000 — 2004
Bachelor of Arts (B.A.), International Business & French
Julie Lendman's Fidelity Investments Experience March 2015 - Present
Job Regional Consultant ~ Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Charles Schwab March 2014 - March 2015
Fidelity Investments May 2009 - March 2014
Charles Schwab July 2006 - May 2009
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Investments, Investment Advisory, Investment Strategies, Series 63, Asset Allocation, Strategic Financial..., Series 66
Education
Central Michigan University 1990 — 1993
Bachelor's degree, Communication, General, Graduated
Fidelity Investments March 2015 - Present
Charles Schwab March 2014 - March 2015
Fidelity Investments May 2009 - March 2014
Charles Schwab July 2006 - May 2009
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Investments, Investment Advisory, Investment Strategies, Series 63, Asset Allocation, Strategic Financial..., Series 66
Education
Central Michigan University 1990 — 1993
Bachelor's degree, Communication, General, Graduated
Christina Holder's Fidelity Investments Experience May 2014 - Present
Job Defined Benefits Specialist at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments May 2013 - May 2014
Dairy Queen May 2004 - May 2005
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, QuickBooks, Time Management, Microsoft Office, Customer Service, Financial Accounting, Bookkeeping, Financial Analysis, Data Entry, Financial Reporting, Access, Accounts Receivable, Accounts Payable, Cashiering, Outlook, Auditing
Education
Central New Mexico Community College 2007 — 2013
Associate of Science (A.S.), Accounting
Fidelity Investments May 2014 - Present
Fidelity Investments May 2013 - May 2014
Dairy Queen May 2004 - May 2005
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, QuickBooks, Time Management, Microsoft Office, Customer Service, Financial Accounting, Bookkeeping, Financial Analysis, Data Entry, Financial Reporting, Access, Accounts Receivable, Accounts Payable, Cashiering, Outlook, Auditing
Education
Central New Mexico Community College 2007 — 2013
Associate of Science (A.S.), Accounting
Taylor Bronisz's Fidelity Investments Experience January 2014 - Present
Job Defined Contributions Representative II at Fidelity Investments
Industry Retail
Experience
Fidelity Investments January 2014 - Present
Parchments Bookstore at Calvary Albuquerque 2012 - January 2014
Calvary Albuquerque Student Ministries May 2012 - July 2012
Hinkle Family Fun Center May 2011 - August 2011
Skills
Customer Service, Clerical Skills, Research, Microsoft Office, Interpersonal..., Public Speaking, Phone Etiquette, Computer Proficiency, Retail, Retail Sales, Merchandising, Cashiering
Education
Central New Mexico Community College 2011 — 2013
Associate of Arts (AA), Liberal Arts
Fidelity Investments January 2014 - Present
Parchments Bookstore at Calvary Albuquerque 2012 - January 2014
Calvary Albuquerque Student Ministries May 2012 - July 2012
Hinkle Family Fun Center May 2011 - August 2011
Skills
Customer Service, Clerical Skills, Research, Microsoft Office, Interpersonal..., Public Speaking, Phone Etiquette, Computer Proficiency, Retail, Retail Sales, Merchandising, Cashiering
Education
Central New Mexico Community College 2011 — 2013
Associate of Arts (AA), Liberal Arts
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank