Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
ResMan Property Management Software February 2015 - Present
SYNCADD Systems Inc. June 2013 - February 2015
RealPage, Inc January 2008 - May 2013
RealPage, Inc. January 2004 - December 2007
RealPage, Inc. December 2000 - December 2003
@Track Communications - formerly HighwayMaster September 1998 - December 2000
Citizens Communications August 1997 - July 1998
Fidelity Investments June 1995 - July 1997
Fidelity Investments September 1993 - May 1995
STIFEL, NICOLAUS & CO September 1992 - August 1993
Skills
Market Development, Software Engineering, Operations Management, Leadership, Software Development, Product Management, Business Intelligence, SaaS, Start-ups, Integration, Product Marketing, Strategy, Business Development, Competitive Analysis, Program Management, Team Building, New Business Development, Resource Allocation, Quality Assurance, Team Leadership, Professional Mentoring, Team Management, Enterprise Software, Data Mining, E-commerce, Release Management, Product Development, Software Documentation, Solution Selling
Education
Chaminade University of Honolulu 1990 — 1992
MBA, International Business Management
University of Oklahoma 1984 — 1988
BA, Political Science - Foriegn Policy
Cardinal Health November 2002 - September 2004
Christopher B. Burke Engineering, Ltd. February 2001 - August 2002
Alper Ink Group, LLP November 1999 - December 2000
First Card November 1998 - November 1999
Fidelity Investments 1996 - 1997
Pacific Bell Mobile Services 1995 - 1996
Skills
Microsoft Excel, Customer Service, Microsoft Office, Teaching, Public Speaking, Project Management, Strategic Planning, Microsoft Word, Fundraising, Business Strategy, Account Management, Management, Event Planning, Community Outreach, Administrative...
Education
Chabot College 1993 — 1994
Some college
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
Accu-Med Software Solutions January 2012 - Present
PointClickCare January 2011 - Present
Disabled American Veterans April 2011 - January 2012
Toyota Motor Engineering & Manufacturing October 2010 - March 2011
O'Neil & Associates September 2009 - February 2010
Fidelity Investments August 2004 - December 2007
CEMBEX Care Solutions October 2001 - November 2003
Skills
Quality Center, QTP, Agile Methodologies, Test Planning, Manual Testing, Performance Testing, Black Box Testing, Integration, Test Automation, Testing, Test Cases, Quality Assurance, CMS, MDS 3.0, VMware, vSphere, IIS, HL7, Long Term Care, Client/server, Web Servers, Test Execution, XML, Unix, Software Quality..., TFS, User Acceptance Testing, Regression Testing, JIRA, Agile Testing, Waterfall, SharePoint, HP Quality Center, HP QTP
Education
Cincinnati State Technical and Community College 2011 — 2015
Graphic Design, Java Testing
Cincinnati State Technical and Community College 2010 — 2012
Associates, Graphic Design
California Family Fitness July 2015 - Present
Verizon Wireless January 2013 - Present
Prudential Consulting Inc October 2012 - December 2012
Fidelity Investments September 2011 - October 2012
Fidelity Investments 2011 - 2012
Sprint Nextel August 2007 - July 2010
Sprint August 2007 - July 2010
Best Western Australasia May 2007 - August 2007
Extended Stay Hotels March 2007 - May 2007
Extended Stay Hotels May 2006 - March 2007
Skills
Telecommunications, Financial Services, Hotel Management, Sales, Customer Satisfaction, Customer Service, Customer Retention, Customer Oriented, Android, Windows, Technical Support, Collections, Bill Payment, Telecommunications..., Analysis, Coaching, PowerPoint, Leadership, Management, Microsoft Word, Team Building, Employee Benefits, Event Planning, Microsoft Excel, Microsoft Office, Strategic Planning, Training
Education
Central Texas College
University of Maryland University College
SPH Analytics April 2015 - Present
Emerio July 2012 - April 2013
Freelancer February 2012 - June 2012
Fidelity Investments January 2008 - July 2011
Fidelity Investments June 2007 - December 2008
Skills
Content Management, Customer Relations, Technical Writing, Documentation, Operations Management, Management, Training, Visio, Quality Assurance, Technical Documentation, Content Development, Customer Service, SnagIt, Software Documentation, Business Analysis, Team Management, Requirements Gathering, Team Leadership, CRM, Project Management, RoboHelp, FrameMaker, SDLC, Vendor Management, Leadership, Process Improvement
Education
Chhatrapati Shahu Ji Maharaj University 1998 — 2000
M.A, Economics
National Institute of Information Technology 1993 — 1996
PGDCA, Computer Application
Delhi University 1992 — 1995
B.Com, Commerce
Ramjas School 1991 — 1992
12th, Commerce
Fidelity Investments August 2007 - Present
Eaton Vance Management July 2004 - August 2007
Iris/IBM 1998 - 2001
Siemens 1996 - 1998
MassMutual 1988 - 1994
Skills
Vendor Management, Disaster Recovery, Software Project..., Project Management, Requirements Analysis, Certificate for Hicom..., Certificate for NICE..., Certificate for CS1000..., Certificate for Data..., Certificate for ITIL V2..., Telecommunications, VoIP, IT Service Management, ITIL, Networking, Software Documentation, Testing, Technical Support
Education
Champlain College 1986 — 1988
Associates, Computers in business management
Fidelity Investments December 2014 - Present
Barclays July 2012 - June 2014
Barclays January 2011 - June 2012
Barclays December 2009 - December 2010
Barclays September 2008 - November 2009
Barclays June 2007 - August 2007
Prime Minister's Office (Singapore) June 2006 - August 2006
Singapore Armed Forces January 2003 - March 2005
Education
Chartered Institute of Marketing 2008 — 2009
Professional Diploma
London School of Economics and Political Science 2005 — 2008
Bachelor's Degree
Self-employed January 2013 - Present
Purdue University August 2013 - May 2015
Dow AgroSciences September 2014 - December 2014
Fidelity Investments August 2007 - February 2012
Citi May 2006 - August 2007
Skills
Finance, Business Planning, Banking, Financial Analysis, Accounting, Corporate Finance, Equities, Financial Reporting, Strategic Financial..., Training, Data Analysis, Microsoft Excel, Investments, Financial Modeling, Fixed Income, French, Cash Management, Tax, Risk Management, Forecasting, Payroll, Qualified Retirement..., Coaching, Teamwork, Small Business, Team Leadership, Leadership, Financial Services, PowerPoint, Cross-functional Team..., Microsoft Office, Strategy, Project Management, Management, Microsoft Word, Strategic Planning, Consulting, Analysis
Education
Purdue University - Krannert School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Human Resources
Cincinnati State Technical and Community College
Postgraduate Certificate, Accounting
University of Cincinnati
Bachelor of Science (BS)
D3 Technologies August 2011 - January 2014
Central Washington University January 2010 - August 2011
Fidelity Investments July 2008 - December 2010
Fidelity Investments October 2007 - July 2008
US Army October 2001 - March 2008
Fort Worth Star-Telegram 2006 - 2007
Fort Worth Star-Telegram January 2005 - January 2006
Skills
Adobe Acrobat, Technical Writing, Software Documentation, Organizational..., Microsoft Office, Technical Documentation, Proposal Writing, Project Management, Program Management, PowerPoint, Microsoft Word, Microsoft Excel, Photoshop, Project Planning, Military, Adobe Creative Suite, Leadership, Access, Windows, Technical Communication, Troubleshooting, Outlook, Illustrator, Public Speaking, Customer Service, Visual Basic, Teamwork, InDesign, FrameMaker, QuarkXPress, CATIA, Team Leadership, Social Networking, Social Media, Editing, Training, Management
Education
Texas A&M University 2014 — 2014
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
Central Washington University 2011 — 2012
Geological/Geophysical Engineering
Central Texas College 2007 — 2009
Associate of Arts (A.A.), Graphic Design
Tarrant County College 2007 — 2009
Associate of Arts (AA), Graphic Design
Green River Community College
General Studies
God's Bible School and College August 2014 - Present
BIble Methodist Connection of Churches June 1986 - Present
Fidelity Investments August 2012 - July 2014
God's Bible School and College August 2008 - October 2011
Union Bible College & Academy August 1995 - May 1997
Skills
Expository Preaching, Preaching, Leadership, Pastoral Care, College Teaching, Public Relations, Public Speaking, Leadership Development, Relationship Building, Pastoral Counseling, Higher Education, Student Counseling, Discipleship Training, PowerPoint, Denominational..., Customer Service, Conflict Resolution, Community Outreach, Project Planning, Biblical Teaching, Online Education, Fundraising, Discipleship, Church Events, Mentoring, Distance Learning, Event Planning, Spiritual Leadership, Nonprofits, Teaching, Theology, Volunteer Management, Bible, Pastoral, E-Learning
Education
Cincinnati Bible Seminary 2005 — 2007
Master's Degree, Pastoral Leadership
Cincinnati Christian University 2005 — 2007
Master's degree, Pastoral Studies/Counseling
Union Bible College 1981 — 1986
Bachelor of Religious Education, Bible/Biblical Studies
Fechheimer Brothers Company December 2010 - Present
ITW July 2008 - December 2010
Fidelity Investments February 2007 - July 2008
AXA Equitable September 2005 - February 2007
Fifth Third Bank 2003 - September 2005
Procter & Gamble 2001 - 2003
Skills
Budgets, Forecasting, Financial Analysis, Financial Reporting, Microsoft Excel, Account Reconciliation, Process Improvement, Analysis, Business Planning, Variance Analysis, Finance, Customer Service, Notary Public, CPR Certified, Team Building, Management, Product Development
Education
University of Cincinnati 2003 — 2005
Bachelor's degree, Accounting and Finance
Cincinnati State Technical and Community College 2001 — 2003
Associate's degree, Business/Commerce, General
Genband January 2013 - Present
Fidelity Investments November 2009 - September 2012
Fidelity Investments August 2007 - November 2009
Skills
Visio, SQL, Systems Analysis, SharePoint, Requirements Gathering, Business Analysis, Microsoft SQL Server, Disaster Recovery, Oracle
Education
Champlain College 2011 — 2015
Cincinnati Children's Hospital Medical Center May 2015 - Present
TriHealth May 2012 - Present
Tristate Medical Reserve Corps 2012 - Present
Ohio Air National Guard September 2005 - Present
TriHealth July 2014 - May 2015
Fidelity Investments January 2006 - August 2009
United States Air Force September 1996 - January 2005
Skills
Military, Leadership, Security, Enforcement, Military Operations, Military Experience, Command, Security Clearance, DoD, Team Building, Law Enforcement, State Tested Nurse Aide, Cpr Certified, Emergency Responder, Healthcare, Nursing, Emergency Management, Operational Planning, CPR Certified, Customer Service, Microsoft Office, Team Leadership
Education
Xavier University 2010 — 2014
Bachelor's Degree, Nursing
Cincinnati State Technical and Community College 2009 — 2010
Associates of Science, Nursing
Gap Inc./GID October 2014 - Present
Charles Schwab April 2013 - October 2014
Fidelity Investments November 2011 - 2013
Memphis Grizzlies September 2008 - November 2011
Toastmasters International January 2010 - July 2011
Acxiom August 2005 - September 2008
directFX Solutions May 2005 - August 2007
Skills
Business Intelligence, Data Analysis, Analytics, Leadership, CRM, SQL, Databases, Management, Data Warehousing, Data Mining, Microsoft SQL Server, Database Marketing, Email Marketing, Analysis, Relational Databases, Process Improvement, Program Management, Project Management, SSRS, Segmentation, MySQL, Direct Marketing, T-SQL, Business Analysis, ExactTarget, SSIS, SAS, ETL, Direct Mail, Data Modeling, Programming, Business Process, Alterian, Unica Affinium Campaign, Database Administration, Requirements Analysis, Campaign Management, Database Design, Requirements Gathering, Tableau, R, Machine Learning, Python, Data Science, Hadoop, Apache Spark, Hive, MapReduce, Big Data, Strategy
Education
Christian Brothers University 2007 — 2009
Master of Engineering Management (MEM), Engineering Management
Christian Brothers University 2007 — 2007
Master Certificate, Information Technology
The University of Memphis 2001 — 2005
Bachelor of Science (B.S.), Computer Engineering
Fidelity Investments July 2015 - Present
Virginia Beach City Public Schools June 2014 - August 2014
Walmart Neighborhood Market June 2013 - September 2013
Christopher Newport University August 2012 - April 2013
Christopher Newport University August 2012 - January 2013
Panera Bread June 2010 - October 2010
Skills
Teamwork, Time Management, Critical Thinking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Outlook, Leadership
Education
Christopher Newport University 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Alere, Inc. July 2013 - Present
Fidelity Investments October 2007 - June 2013
Syngenta January 2005 - May 2007
Unocal May 2003 - December 2004
Syngenta Crop Protection June 1999 - March 2002
AMF Bowling September 1996 - June 1999
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Strategy, Forecasting, Managerial Finance, Business Planning, Business Analysis, Pricing, Strategic Financial..., Strategic Planning, Risk Management, Financial Reporting, Virtual Teams, Team-oriented, Finance, Team Building, Dependable Team Player, Due Diligence, Distributed Team..., Teamwork, Financial Planning
Education
China Europe International Business School (CEIBS) 2001 — 2003
MBA, Finance
The Ohio State University Fisher College of Business 2002 — 2002
MBA - Exchange Program
Fifth Third Institutional Services March 2011 - Present
Farris Capital Management, LLC April 2009 - February 2011
Brower Insurance Agency November 2006 - May 2009
Mercer Health & Benefits February 2004 - October 2006
Fidelity Investments June 1995 - February 2004
Skills
Retirement Planning, Vendor Management, Employee Benefits, Retirement, CRM, Investment Advisory, Management, Investment Strategies, Competitive Analysis, Defined Benefit, Marketing Strategy, Financial Risk, Defined Contribution, Accounting, FINRA, Financial Advisory, Mutual Funds, Series 7, Series 63
Education
Centre College 1991 — 1995
BS, Economics
Trinity High School 1988 — 1991
Toyota November 2014 - Present
Black-n-Bluegrass Rollergirls 2011 - Present
Sogeti September 2010 - Present
St. Henry District High School 2008 - Present
St. Henry District High School 2008 - Present
Fifth Third Bank April 2013 - October 2014
P&G September 2010 - December 2012
WellPoint May 2009 - July 2010
Fidelity Investments June 2007 - March 2008
General Electric 2008 - 2008
Skills
SDLC, PMO, Business Analysis, Project Management, Consulting, Leadership, PMP, Process Engineering, Program Management, Project Portfolio..., Requirements Analysis, Vendor Management
Education
Thomas More College 1978 — 1988
Lloyd Memorial High School 1978 — 1982
Centre College
Thomas More College
Fidelity Investments April 2014 - Present
Berkely County School District January 2014 - April 2014
Scottrade November 2011 - December 2013
Taco Bell January 2009 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Cashiering, Time Management, Sales, Teamwork, Outlook, Telephone Skills, Facebook, Cash Handling Experience, Data Entry, Customer Satisfaction, Retail, Social Media, Phone Etiquette, Leadership, Inventory Management
Education
Charleston Southern University 2009 — 2013
Bachelor's degree, Business/Managerial Economics
Charleston Southern University 2009 — 2013
Bachelor of Arts (B.A.), Religion/Religious Studies
Fidelity Investments January 2014 - June 2014
Axcess Financial May 2012 - April 2013
H&R Block December 2010 - April 2011
Cincinnati State Technical and Community College January 2009 - January 2010
Mercantile Bank Limited February 2007 - April 2008
Skills
Financial Analysis, Investments, Banking, Accounts Payable, Tax Preparation, Tax Returns
Education
Northern Kentucky University 2010 — 2013
Bachelor of Science, Finance
Cincinnati State Technical and Community College 2008 — 2010
Associate of Applied Business, Business Financial Services Technology
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - April 2015
Fidelity Investments March 2014 - October 2014
Fidelity Investments May 2013 - March 2014
Kentucky Trust Company February 2013 - May 2013
Gold Medal Products Company May 2012 - August 2012
Skills
Investments, Leadership, Finance, Strategic Financial..., Microsoft Excel, Financial Analysis, Business Development, Teamwork, Bonds, Equity Management, Equity Research, Public Speaking, Writing, Data Analysis, Financial Modeling, Series 65, Managerial Finance
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Centre College 2009 — 2013
Bachelor of Science (B.S.), Financial Economics
St. Xavier High School 2005 — 2009
SunGard Financial Systems October 2014 - Present
Informa Investment Solutions June 2014 - October 2014
First Rate July 2000 - May 2014
Annuity Board of the Southern Baptist Convention February 1999 - July 2000
Wilshire Associates May 1997 - February 1999
NationsBank 1988 - 1997
Arrows Soccer 1988 - 1989
Arrows Soccer 1988 - 1989
Fidelity Investments January 1985 - August 1988
Skills
Investment Management, Investments, Performance Measurement, Third Party Vendor..., Sales, Direct Sales, Sales Presentations, Marketing, Direct Marketing, Customer Service, Customer Oriented, Building Relationships, Relationship Management, Business Relationship..., Event Management, Account Management, Operations Management, Fund Accounting, Financial Analysis, Mutual Funds, Alternative Investments, Fixed Income, Leadership, Securities, Analysis, Financial Services, Portfolio Management, Banking, Management, Wealth Management, Equities, Valuation, Investment Strategies, Investment Advisory, Executive Management, Bloomberg, Asset Allocation, Strategic Financial..., Strategy, Strategic Partnerships, Financial Modeling, Asset Management, Risk Management, Finance, CRM, Business Analysis, Analytics, Consulting, Process Improvement, Capital Markets
Education
Hardin-Simmons University 1982 — 1984
BBA, Finance
Chapman University 1980 — 1982
Finance
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
Fidelity InvestmentsC October 2005 - December 2013
Specialty Litho. May 2004 - October 2005
Skills
IGEN 4 Certified, dp180 Certified, dc8080 Certified, dp6180 Certified, Photoshop, InDesign, QuarkXPress, Illustrator, Leadership, Communication, Adobe Creative Suite, Social Media, Adobe Acrobat
Education
Northern Kentucky University 2014 — 2017
Bachelor's Degree, Computer Information Technology
Cincinnati State Technical and Community College 2011 — 2013
Associate's degree, Graphic Communications
Highlands High School 2000 — 2004
High School Diploma
Affinity, Inc. June 2014 - Present
Global Business Solutions, Inc. May 2008 - January 2014
Avtex Solutions, LLC March 2007 - February 2008
Gardens Alive October 2001 - March 2007
LCA Vision November 1999 - August 2001
General Cable August 1999 - November 1999
Sarcom August 1998 - August 1999
Robert Half International March 1998 - August 1998
Prizm Technologies October 1997 - March 1998
Fidelity Investments June 1996 - October 1997
Skills
Cisco Technologies, Microsoft Certified..., CCNA, VMware, Disaster Recovery, Networking, Technical Support, Data Center, Servers, CompTIA, Active Directory, Virtualization, Microsoft Exchange, Project Management, Telecommunications, EMC SAN Administration, Citrix XenDesktop, Leadership, Citrix
Education
Western Governors University - Indiana 2010 — 2013
Masters, Business Administration
Western Governors University 2007 — 2010
Bachelors of Science, Network Design & Management
Southern Ohio College 1992 — 1993
Computer Aided Design & Drafting
Cincinnati State Technical and Community College 1990 — 1991
Computer Engineering / Construction Engineering
iGATE January 2013 - December 2014
iGATE Global Solutions May 2011 - December 2012
GCMMF April 2010 - June 2010
Fidelity Investments July 2007 - June 2009
Skills
Product Management, Business Analysis, Pre-sales, Competitive Analysis, Consulting, Business Strategy, Requirements Gathering, Market Research, Analytics, Management Consulting, Analysis, Team Management, Requirements Analysis, Strategy, Business Intelligence, Business Process..., Business Development, Management, Project Management, Functional..., Financial Analysis, Pricing Strategy, Corporate Finance
Education
T. A. Pai Management Institute 2009 — 2011
Master of Business Administration (MBA), Marketing
R. V. College of Engineering, Bangalore 2003 — 2007
B. E., Electrical and Electronics
Christ College - Bangalore 2001 — 2003
PUC, PCMB
Baldwin Girls High School 1989 — 2001
ICSE
Fidelity Investments July 2015 - Present
University of Colorado
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Higher Education, Social Media, Teaching, Sales, Marketing, Communication, Time Management, Leadership, Community Service
Education
University of Colorado Boulder 2011 — 2015
Bachelor's Degree
Charles University in Prague
Fidelity Investments September 2015 - Present
Sabre Corporation August 1997 - April 2015
Christopher Dilger Esq.- Law Office April 1995 - June 1997
Gladstone Group I, Inc. June 1993 - April 1995
Skills
Software Documentation, Management, Travel Management, CRM, Account Management, Business Travel, Customer Service, SAP, Marketing, Business Development, Online Advertising, Contract Negotiation, Team Building, Process Improvement, Time Management, Pricing, Teamwork
Education
Cerritos College
Business
Cerritos College
Savannah River Remediation LLC June 2015 - Present
F&M MAFCO December 2014 - May 2015
F&M MAFCO November 2011 - May 2015
Habegger Corporation November 2008 - November 2011
Fidelity Investments August 2005 - July 2008
Fidelity Investments July 2004 - August 2005
Fidelity Investments July 2000 - July 2004
Fluor Corporation March 1993 - July 2000
Skills
Microsoft Office, Excel, AS400, Strategic Sourcing, Purchasing, Ariba, Procurement, Supply Management, Vendor Management, Supplier Evaluation, Negotiation, Contract Management, Pricing, Contract Negotiation, Sourcing, Process Improvement, Inventory Management, Operations Management, Microsoft Excel, Strategic Planning, Budgets, Cross-functional Team..., New Business Development, Forecasting, Project Management, Management, Outsourcing, Manufacturing, Supply Chain Management, Leadership, Supply Chain, Materials Management, Analysis, Business Planning, Logistics, Continuous Improvement, Team Building, Lean Manufacturing, Spend Analysis, E-procurement, Purchase Management, SAP, Global Sourcing, Inventory Control
Education
Thomas More College 1995 — 1997
Bachelors, Business Management
Cincinnati State Technical and Community College 1988 — 1990
Associates, Business Management
First Bank May 2011 - Present
Merrill Lynch April 2010 - May 2011
Fidelity Investments July 2005 - March 2009
American Express Financial Advisors April 1998 - July 2005
Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Asset Allocation, Portfolio Management, Investment Advisory, Retirement Plan..., Trust Services, Intergenerational..., Charitable Gift Planning, Protection..., Asset Protection, Insurance, Strategic Financial..., Financial Advisory, Retirement, Investment Management, Wealth, Series 7, Investments, Mutual Funds, Small Business, Finance, Financial Services, Wealth Management..., Personal Finance, Fixed Annuities, Tax, IRAs, Financial Planners, 401k, Long-term Care
Education
University of California, Irvine 2003 — 2004
CFP Certificant, Certified Financial Planner Program
Chapman University 1991 — 1993
Bachelor of Science, Healthcare Administration
CMN Presentation Design 2003 - Present
VDA Productions 2003 - Present
EMC 2003 - Present
massAV 2004 - Present
Staples 2006 - 2014
LightWave Productions 2006 - 2014
Raytheon 2006 - 2014
National Braille Press 2005 - 2014
Fidelity Investments 2004 - 2014
Nth Degree 2008 - 2008
Skills
PowerPoint, Photoshop, ARS, Graphics, Event Planning, Production, Event Management, Conferences, Corporate Events, IPTV, Visual Communication, Events, Adobe Creative Suite, Email Marketing, Graphic Design, InDesign, Multimedia, Marketing, Online Marketing, Advertising, Social Networking, Public Speaking, Creative Direction, Lighting, Trade Shows, Management, Illustrator, Layout, Mac OS, Editing, Video, Live Events, Mac, Video Editing, Photography, Marketing Communications, Social Media Marketing, Newsletters, Social Media, Web Design, Production Management, Video Production
Education
Champlain College
BS, Computer Science
Massachusetts College of Art and Design
Design and Concept/Computer Graphics
McKesson December 2014 - Present
McKesson March 2013 - December 2014
Fidelity Investments May 2012 - March 2013
Fidelity Investments July 2011 - May 2012
Consulate General of Ireland August 2010 - May 2011
World Affairs Council January 2010 - May 2010
Hall of Justice September 2008 - December 2008
Skills
Management, Customer Service, Fundraising, Leadership, Program Management, CRM, Software Documentation, Microsoft Office, Public Speaking, Microsoft Excel, Research, Sales, Strategy, Event Planning, Political Communication
Education
University of San Francisco 2009 — 2011
B.A Politics, Minor: Business Administration
Charles University in Prague
Study Abroad
TIAA-CREF August 2013 - Present
Citi April 2012 - June 2013
Fifth Third Bank March 2010 - April 2012
Fidelity Investments December 1997 - May 2009
Fidelity Investments September 1995 - December 1997
Fidelity Investments July 1994 - September 1995
Cincinnati Reds June 1986 - July 1994
Cincinnati State 1989 - 1989
Skills
Project Portfolio..., Program Management, Software Project..., Business Process..., Six Sigma, Lean Manufacturing, Process Mapping, Systems Analysis, Business Analysis, Strategic Planning, Organizational Change, Risk Management, Financial Management, Software Quality..., Agile, Scrum, SDLC, Stage-Gate, Process Improvement, Business Process, PMO, Leadership, Project Management, Management, Management Consulting, Analytics, Banking, Financial Services, Vendor Management, Agile Methodologies, Business Process Mapping, Change Management
Education
Xavier University 1991 — 1994
Bachelor's Degree, Finance
Cincinnati State Technical and Community College 1989 — 1991
Finance, General
University of Cincinnati 1988 — 1989
Mechanical Engineering
Elder High School 1984 — 1988
St. William Elementary School 1975 — 1984
Fidelity Investments July 2015 - Present
University of North Carolina at Chapel Hill May 2007 - July 2015
Staplestudio, LLC June 2006 - January 2011
University of North Carolina at Chapel Hill July 2000 - May 2007
Skills
Javascript, HTML 5, CSS3, HTML, CSS, Web Design, Web Development, Web Standards, Website Development, jQuery, Interaction Design, User Interface Design, Graphic Design, CMS, Illustrator, Photoshop, Dreamweaver, Flash
Education
Chowan University 1996 — 2000
BS, Graphic Design
Fidelity Investments September 2015 - Present
Kroger May 2000 - Present
Fidelity Investments May 2015 - September 2015
Kroger March 2015 - May 2015
Bad Girl Ventures August 2014 - December 2014
Macy's October 2007 - March 2009
Skills
Customer Service, Microsoft Office Suite, Oral & Written..., Employee Training, Food Safety, POS, Inventory Control, ServSafe, Multi Tasking, Critical Thinking, Inventory Management, Merchandising, Twitter, Content Management..., Microsoft Office
Education
Northern Kentucky University 2013 — 2014
Bachelor of Science (B.S.), Management with a Minor in Business Administration, Senoir
Cincinnati State Technical and Community College 2009 — 2012
Associate of Applied Business, Hospitality Administration/Management, 3.59
Fidelity Investments March 2014 - Present
Fidelity Investments August 2013 - February 2014
Diverse Marketing February 2013 - June 2013
Nordstrom June 2012 - February 2013
Skills
Time Management, PowerPoint, Social Networking, Sales, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Customer Service, Merchandising, Trade Shows, Vendor Relationships, Team-oriented, Motivated self-starter, Superior organizational..., Series 7, 401k, Series 63, High Net Worth..., Non-Qualified Deferred..., Profit Sharing, Retirement Savings, Qualified Retirement..., Pensions
Education
Elon University 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Chaminade University of Honolulu 2007 — 2009
Biology
Fidelity Investments January 2015 - Present
Fidelity Investments March 2014 - Present
Fidelity Investments January 2014 - February 2014
Fidelity Investments January 2012 - December 2013
Fidelity Investments January 2011 - December 2011
Fidelity Investments August 2010 - December 2010
EXL Service April 2009 - August 2010
Fidelity Investments July 2008 - April 2009
Fidelity Investments October 2006 - June 2008
Hewitt Associates April 2005 - September 2006
Skills
Risk Management, Business Continuity..., Information Security..., Information Security, Global Regulatory..., Trade Compliance, Compliance, Anti Money Laundering, FCPA, Privacy Compliance, Investment Advisers Act, Investment Advisor..., Investment Company Act, SOX 404, SSAE 16, ISO 27001, Enterprise Risk..., PCI DSS, Business Continuity, Vendor Management, Business Analysis, Process Improvement, IT Audit, Financial Risk
Education
Chaudhary Charan Singh University 2000 — 2003
BCA
DAV Public School. Sahibabad 1993 — 2000
5th - 12th
St. Joseph's Academy. Mariam Nagar, Ghaziabad 1990 — 1993
Cincinnati State January 2015 - Present
Environmental and Social Responsibility Activities 2000 - Present
Fidelity Investments 2010 - 2012
Mountain Timber Resources 2010 - 2012
Sustainable Business MBA 2010 - 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2005 - 2008
Fidelity Investments 2004 - 2005
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Skills
Process Improvement, 8 Wastes, Six Sigma, Lean Manufacturing, Operational Efficiency, Financial Services, Strategic Planning, Leadership Development, Sustainable Energy, PMO, Program Management, Waste Reduction, Call Center, Manufacturing..., Information Technology, Defined Benefit, Business Analysis, Vendor Management, Project Management, Change Management, Organizational..., Relationship Management, SDLC, Data Management
Education
Marylhurst University
Masters of Business Administration, Sustainable Business and Renewable Energy
University of Illinois
Bachelor of Science, Computer Science
Cincinnati State Technical and Community College
Cincinnati State Technical and Community College
Cincinnati State Technical and Community College
Mahomet Seymore High School
Leap Wealth Management February 2015 - Present
Fidelity Investments July 2012 - Present
Fidelity Investments March 2010 - July 2012
Fidelity Investments January 2008 - March 2010
Ameriprise Financial Services, Inc. October 2004 - January 2008
Skills
Investments, Portfolio Management, Finance, Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Equities, Retirement Planning, Securities, 401k, Asset Management, Financial Services
Education
Texas A&M University 2000 — 2003
Bachelor of Arts (B.A.), Economics
Cerro Coso Community College 1999 — 2000
General Studies
The Crowd's Line February 2015 - Present
ThoroBid, LLC January 2013 - Present
Anthony Lage, CFA January 2012 - February 2012
Zimmer Lucas Partners February 2007 - February 2011
Morgan Stanley July 1999 - January 2007
Fidelity Investments June 1994 - June 1999
Skills
Chartered Financial...
Education
Xavier University
Master of Business Administration
Centre College
Bachelor of Science, Economics
Catholic Health Initiatives January 2015 - Present
Miami Valley Gaming December 2014 - Present
US Bank August 2007 - January 2015
Horseshoe Casino Cincinnati February 2013 - July 2014
Fidelity Investments December 2005 - June 2007
Cincinnati Bell June 1998 - December 2005
Skills
Customer Service, Microsoft Office, Problem Solving, Qualified Retirement..., Outlook, Employee Benefits, Windows, Customer Satisfaction, Sales, Taleo, Workday, Neocase Software, Team Building, Management, 401k Rollovers, Public Speaking, Retail, Software Documentation, Training, Time Management, Team Leadership, Oral & Written..., Investment Banking, Series 7, Series 63, Office Administration, Network Administration, Casino Gaming, Blackjack, Telecommunications, Critical Thinking
Education
University of Cincinnati 2009 — 2012
Bachelor of Arts (BA), Organizational Leadership & Human Resources
Cincinnati State Technical and Community College 2001 — 2003
Associate of Science (AS), Network and System Administration/Administrator
Hughes 1989 — 1993
Dipolma, Broadcast Communications
Fidelity Investments June 2014 - Present
Fidelity Investments February 2014 - June 2014
Fidelity Investments February 2013 - October 2013
Walt Disney World August 2012 - January 2013
Courtyard by Marriott Burlington Harbor January 2012 - May 2012
Champlain College September 2009 - April 2012
Champlain College September 2009 - December 2011
Classic Catering May 2011 - August 2011
Creative Catering by Domenic & Anthony June 2010 - August 2010
Champlain College September 2009 - April 2010
Skills
Event Management, Event Planning, Budgeting, Customer Service, Administrative Support, Organization, Proficiency in..., Project Planning, Budgets, Microsoft Word, PowerPoint, Outlook
Education
Champlain College 2008 — 2012
Bachelor's Degree, Event Management
Walpole High School
Omega Processing Solutions, LLC July 2010 - Present
Fidelity Investments February 2006 - July 2010
Fifith Third Bank January 2001 - July 2004
Skills
New Business Development, Banking, Management, Account Management, Risk Management, Negotiation, Strategic Planning, Sales Management, Team Building, Sales, Credit, B2B, Selling
Education
Northern Kentucky University 1992 — 1995
MBA, Finance
Centre College 1986 — 1990
B.A., Economics
Fidelity Investments January 2012 - Present
E*TRADE Financial 2010 - 2012
Ameriprise Financial 2007 - 2010
Skills
Financial Planning, Bonds, Stocks, Mutual Funds, Word, Excel, Asset Allocation, Asset Management, Account Management, Asset Managment, Strategic Financial..., Microsoft Excel
Education
Central Washington University 2003 — 2007
B.S., Political Science and Philosophy
Bainbridge High School
The Kinlin Company November 2012 - Present
Fidelity Investments July 2012 - November 2012
The Kinlin Company April 2009 - September 2010
Beacon Hill Staffing Group March 2007 - April 2009
Skills
Recruiting, Human Resources, Executive Search, Talent Acquisition, Applicant Tracking..., Sourcing, Temporary Placement, Onboarding, Talent Management
Education
Suffolk University - Sawyer School of Management 2010 — 2012
MBA, Entrepreneurship
Champlain College 2002 — 2006
Bachelor of Science, Professional Studies; Business
Wowza Media Systems May 2014 - Present
Bloodspoint Media Productions January 2001 - Present
Standard Register February 2014 - April 2014
dunnhumby July 2013 - January 2014
MedPlus May 2008 - July 2013
Citi August 2007 - April 2008
CH Mack, Inc. 2008 - 2008
Fidelity Investments October 2006 - August 2007
Zix Corporation January 2005 - September 2006
SDRC September 1992 - June 1998
Skills
SDLC, Software Quality..., Quality Center, SQL, Process Improvement, Requirements Analysis, Chartmaxx, Agile Methodologies, PMO, Testing, Quality Assurance, Software Documentation, Test Cases, SharePoint, Manual Testing, Waterfall, Regression Testing, Microsoft SQL Server, Linux, Release Management, User Acceptance Testing, Test Automation, Test Strategy, Test Management, ClearQuest, Scrum, System Testing, Software Project..., QTP, Agile Testing, Defect Tracking, Test Execution, Performance Testing, Requirements Gathering, Unix, Agile Project Management, Visio, Business Requirements, Integration, CMMI, Integration Testing, Six Sigma, Web Services, Software Development, HP Quality Center
Education
Cincinnati State Technical and Community College 1990 — 1992
Associate of Science, Manufacturing Engineering
Northern Illinois University 1985 — 1988
Bachelor of Arts, History
Champlain College February 2010 - Present
Champlain College January 2012 - Present
University of Vermont September 2008 - May 2010
Fidelity Investments October 2007 - June 2008
Skills
Financial Modeling, Financial Analysis, Business Strategy, Finance, Strategic Financial..., Strategic Planning, Project Management, Analysis, Business Analysis, Competitive Analysis, Market Research, Data Analysis, Strategy, Systems Analysis, Business Process Design, Operations Management, Innovation
Education
University of Vermont 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Champlain College 2003 — 2007
Bachelor of Science (BS), Business Administration
Edward Jones 2009 - Present
Fidelity Investments June 1998 - February 2009
Education
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Finance
Centre College 1994 — 1998
Bachelor of Science, Economics
Covington Catholic High School
Champlain College August 2014 - Present
Planet Fitness April 2013 - August 2015
Fidelity Investments June 2014 - August 2014
RTR Tax Services Inc. June 2012 - August 2013
Skills
Microsoft Word, Game Design, Microsoft Office, Leadership, Teamwork, Microsoft Excel, Digital Film, Public Speaking, Photoshop, Research, Illustrator, Encore, Point to Point, JavaScript, Python, Data Entry, Screening Resumes, Game Development
Education
Champlain College 2013 — 2017
Bachelor's of Science, Game and Interactive Media Design
Boston College High School 2009 — 2013
High School Diploma
Marcus Stephen Harris LLC May 2010 - February 2011
Marcus Stephen Harris LLC November 2008 - June 2010
Illinois Department of Financial and Professional Regulation July 2008 - October 2008
Fidelity Investments August 2001 - August 2006
Ropes & Gray December 1998 - August 2001
Simpson Thacher & Bartlett LLP September 1995 - September 1996
Simpson Thacher & Bartlett LLP September 1995 - September 1996
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2006 — 2009
Juris Doctor, Law
Saint John's University 1991 — 1995
Down Home Traveler February 2011 - Present
Fidelity Investments July 2011 - Present
The County Courier January 2015 - Present
Fidelity Investments April 2008 - July 2011
Global Maritime Transportation Services July 2006 - February 2008
Merchant's Bank May 2005 - July 2006
Cope & Associates, Inc. February 2006 - April 2006
Champlain College August 2003 - April 2006
Skills
Blogging, Customer Service, Photography, Social Media, Public Relations, Research, Organized self-starter, Organized Multi-tasker, Highly detail oriented, Client Relations Skills, Quality Assurance, Process Improvement, Training and Procedure..., Event Planning, Microsoft Office, Facebook, Management, Social Networking, Leadership, Social Media Marketing
Education
Champlain College 2002 — 2006
Bachelor, Business
Richford Jr-Sr High School 1998 — 2002
Deloitte September 2006 - February 2012
Fidelity Investments September 2000 - August 2006
Deloitte January 1987 - September 2000
Arthur Andersen January 1986 - December 1986
Skills
Business Process..., Organizational Design, Acquisition Integration, Management Consulting, Business Transformation, Process Improvement, Strategy, Leadership, IT Strategy, Mergers & Acquisitions, Change Management, Program Management, Business Strategy, Business Analysis, Vendor Management
Education
University of Kentucky 1983 — 1985
MBA, Management
Centre College 1979 — 1983
BA, Economics and Management
Preferred-Protectors Insurance Agency February 2000 - Present
GE Capital August 1998 - February 2000
Lang Financial Group 1997 - October 1998
US Army May 1989 - May 1997
Chase August 1995 - 1997
GE Capital August 1994 - August 1995
Fidelity Investments September 1992 - April 1994
Skills
Insurance, Customer Relations, Umbrella, Health Insurance, Customer Service, Property & Casualty..., Commercial Insurance, Problem Solving, General Liability, Sales Management, Liability, Account Management, Professional Liability, General Insurance, Commercial Lines, Team Building, Microsoft Office, Coaching, Casualty, Underwriting, Term Life Insurance, Brokers, New Business Development, Employee Benefits, Word, Umbrella Insurance, Disability Insurance, Life Insurance, Training, Long-term Care, Health Savings Accounts, Legal Liability, Microsoft Word
Education
Thomas More College 2014 — 2015
Master of Business Administration (MBA), Business Administration
Xavier University 2010 — 2013
Bachelor of Liberal Arts, Business/Corporate Communications
Cincinnati State Technical and Community College 1991 — 1993
Business Financial Management
Finneytown 1988 — 1990
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Xavier 1986 — 1988
Our Lady of Lourdes 1982 — 1986
Litle & Co. September 2013 - Present
Town of Pepperell, Massachusetts September 2009 - Present
UMass Medical School July 2013 - October 2013
Unica IBM August 2010 - July 2013
SoundBite Communications March 2006 - August 2010
Charles River Associates 2001 - 2006
Farmers Investment Company 1999 - 2001
Fidelity Investments 1997 - 2000
Skills
VMware, Red Hat Linux, SAN, EMC, NetApp, IBM Storage, Cisco, VMware ESX, VMware Infrastructure, Linux, Cloud Computing, SaaS, Internet, Internet Security, HP EVA, Project Implementation, Project Planning, Clustering, Windows, PCI DSS, SOX, Compliance Audits, Security Audits, Computer Forensics, Forensic Analysis, Forensic Investigations, Xen, KVM, Virtualization, Data Center Architecture, Data Center, Data Center Relocation, High Availability, Fault Tolerance, Tomcat, JBoss, Weblogic, MySQL, Apache, CentOS, Ubuntu, Debian, Plunger, Red Hat Cluster Suite, GlusterFS, Fibre Channel, iSCSI, Enterprise Architecture, GPFS, Disaster Recovery
Education
Western Governors University 2014 — 2014
Masters
Champlain College 2003 — 2007
BS
Champlain College 2003 — 2005
Cert
New Hampshire Tech College 1998 — 1999
Cert
New Hampshire Tech College 1996 — 1999
CS
Fidelity Investments April 2010 - Present
Fidelity Investments 2008 - 2010
Fidelity Investments 2006 - 2008
Fidelity Investments May 1999 - August 2006
Education
Plymouth State University 1995 — 1998
BS Social Science Education
Champlain College 1993 — 1995
Northfield Mt. Herman 1992 — 1993
BNSF Railway October 2014 - Present
Fidelity Investments August 2013 - August 2014
Colonial Savings February 2013 - June 2013
Neiman Marcus August 2008 - January 2009
Bell Helicopter November 2007 - June 2008
Republic Group Insurance February 2007 - April 2007
Blue Cross and Blue Shield March 2006 - January 2007
Pier 1 Imports May 2005 - March 2006
Northrop Grumman September 2004 - February 2005
MBNA October 2003 - April 2004
Skills
SDLC, DB2, VSAM, COBOL, Databases, CICS, JCL, Business Intelligence, Mainframe, SQL, IMS DB/DC, Testing, Fileaid, Oracle, Xpediter, Easytrieve, Endeavor, SPUFI, OS/390, z/OS, Teradata, Production Support, IBM Utilities, TSO, REXX, Stored Procedures, Requirements Gathering, Informatica, Data Warehousing, Java, Visio
Education
Chapman University 1989 — 1991
B.S., Computer Information Systems
El Camino College 1975 — 1979
A.A., Computer Information Systems
Fidelity Investments March 2011 - Present
Fidelity Investments January 2008 - March 2011
AF Kelly 2000 - 2003
Lexis Nexis 2000 - 2003
Andersen Consulting 1996 - 2000
Accenture 1996 - 2000
Andersen Consulting (Accenture) 1996 - 2000
Education
Christian Brothers University 1992 — 1996
Newport Central Catholic High School 1988 — 1992
TD October 2013 - January 2015
Inforica November 2010 - October 2013
Fidelity Investments March 2007 - July 2010
Microland July 2005 - February 2007
Skills
Business Analysis, ITIL, Vendor Management, Requirements Analysis, IT Service Management, Incident Management, Visio, Project Management, Requirements Gathering, SharePoint, CRM, Telecommunications, Enterprise Software, VPN, Networking, Six Sigma, Management, Routers, Team Leadership
Education
Bangalore Institute of Technology 2001 — 2005
BE
Christ University, Bangalore
Barry-Wehmiller Design Group November 2014 - Present
Barry-Wehmiller Design Group May 2012 - November 2014
Fidelity Investments 2011 - 2012
Thales Academies August 2008 - August 2011
Skills
Project Coordination, Business Process..., Management, Public Relations, Event Planning, Social Media, Microsoft Office, Microsoft Word, Fundraising, Public Speaking, Microsoft Excel, Editing, Teaching, Research, Higher Education, Government, Copy Editing, Proofreading, Lecturing, Teachers
Education
Christendom College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Economics
Go Ahead Tours March 2013 - Present
Karmaloop.com October 2011 - March 2013
Karmaloop.com May 2011 - October 2011
Conservation Services Group May 2010 - May 2011
Conservation Services Group November 2009 - May 2010
Fidelity Investments September 2008 - December 2009
Fidelity Investments 2007 - 2008
Fidelity Investments May 2001 - December 2006
Lotus Development March 2000 - September 2001
Skills
HTML, C#, SQL Server, JavaScript, AJAX, ASP.NET MVC, jQuery, Microsoft SQL Server, Software Engineering, Web Applications, WCF, IIS, Agile Methodologies, Lean Software..., Software Development, .NET, Scrum, E-commerce, LINQ, Entity Framework, Web Services, Construction
Education
Southern New Hampshire University 2005 — 2007
MS, Information Technology
Champlain College 2001 — 2005
BS, Computer Information Systems
Freedom Financial April 2014 - July 2014
American Airlines March 2014 - April 2014
Fidelity Investments January 2011 - June 2013
Fidelity Business Services India Pvt. Ltd. January 2008 - January 2011
Fidelity Investments July 2007 - January 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments March 2005 - July 2006
Prudential Process Management Services India Pvt Ltd. November 2003 - March 2005
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Vendor Management, SDLC, PMP, Program Management, Process Improvement, Project Management, Business Process..., User Acceptance Testing, Quality Assurance, Project Delivery, Team Management, Management, Project Planning, Cross-functional Team..., Leadership, Business Requirements, Software Project..., Testing, Consulting, Databases
Education
Christ College - Bangalore 1998 — 2000
Master of Business Administration (MBA), Marketing and Systems
Holy Angels Convent, Chennai
Fidelity Investments July 2009 - Present
Greater Boston Chinese Cultural Association January 2008 - January 2011
Greater Boston Chinese Cultural Association January 2002 - January 2011
Fidelity Investments 2003 - November 2010
Fidelity Investments 2000 - 2003
Breakaway Solution, Inc. 1999 - 2000
Cahners Business Information 1998 - 1999
Addison Wesley Longman 1996 - 1998
Fluor Daniel GTI 1995 - 1996
Groundwater Technology Inc 1992 - 1996
Skills
English, Customer Relations, IDM, Identity Management, Cloud Computing, Social Media Monitoring, Authentication, Compliance, Surveillance, Access Control, Physical Security, Data Loss Protection, Hadoop, Customer Service, Agile Methodologies, Technical Architecture, Application Architecture, Architecture, Enterprise Architecture, SOA, SDLC, Data Center, Databases, Oracle, Architectures, Business Analysis, Integration, Project Management, Enterprise Software, Unix, Vendor Management
Education
Ohio University 1985 — 1987
Master, CAD
The University of Texas at Austin 1983 — 1984
Master, Architecture
Chung Yuan Christian University 1975 — 1980
Bachelor of Science, Architecture
Hilliard Lyons February 1999 - Present
Fidelity Investments June 1997 - February 1999
Skills
Investment Advisory, Retirement Planning, Series 7, Mutual Funds, Financial Advisory, Retirement, Securities, Series 63, Strategic Financial..., Investments, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Financial Analysis
Education
University of Louisville 2003 — 2006
M.B.A.
Centre College 1993 — 1997
B.S., Economics
Trinity High School 1989 — 1993
Old Peak Finance August 2014 - Present
Give a Heart To Africa January 2014 - June 2014
Fidelity Investments August 2011 - October 2013
Fidelity Investments May 2010 - August 2011
Fidelity Investments August 2008 - May 2010
Fidelity Investments June 2007 - August 2008
Skills
Investments, 401k, Retirement, Strategic Financial..., Financial Analysis, Financial Modeling, Risk Management, Customer Service, Sales, Retirement Planning, Financial Planning
Education
Golden Gate University 2013 — 2016
M.S., Financial Planning and Taxation
Christian Brothers University 2009 — 2010
Certificate in Financial Planning
North Carolina State University 2003 — 2007
B.S., Business Management
HSBC Bank Middle East Ltd April 2006 - October 2013
British Standards Institution (BSI) June 2005 - March 2006
Deutsche Bank-DSL April 2004 - May 2005
Fidelity Investments April 2003 - March 2004
Whirlpool of India Limited-Infovision Solutions April 2000 - August 2001
Skills
Financial Services, Banking, Operational Risk, Process Improvement, Financial Risk, Fixed Income, Leadership, Investment Banking, Back Office, Internal Controls, Derivatives, Risk Management, Relationship Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
Goethe Institut, New Delhi, India 2001 — 2003
Certificate for German Business Language (ZDfB), German Language
Narsee Monjee Institute of Management Studies 2000 — 2001
PG Diploma in Management
Chaudhary Charan Singh University 1996 — 1999
Bachelor of Business Administration (BBA)
Fifth Third Securities July 2013 - Present
Fifth Third Securities March 2011 - July 2013
Fifth Third Securities September 2007 - March 2011
Fidelity Investments December 2005 - September 2007
Staples April 2004 - December 2005
Education
Thomas More College 2010 — 2012
MBA; Masters of Business Administration
Chowan University 1996 — 2000
BS; Bachelor of Science, Business Administration
Fidelity Investments January 2000 - Present
Great American Insurance 2000 - 2002
Education
Cincinnati State Technical and Community College
Wells Fargo March 2012 - Present
Oakbrook Solutions July 2010 - March 2012
Fidelity Investments June 2007 - April 2010
ACS 2004 - 2007
Mellon HR Solutions 2001 - 2004
Pricewaterhouse Coopers / Unifi Network 1999 - 2001
Skills
Project Management, Program Management, Vendor Management, Call Center, Project Planning
Education
Charter Oak State College
BS, HR/BA
Constant Contact June 2014 - Present
Aereo January 2012 - May 2014
Flat World Knowledge, Inc. December 2010 - January 2012
Snackable Media June 2009 - December 2010
Fidelity Investments July 2007 - February 2009
Xerox (formerly Affiliated Computer Services) January 2007 - July 2007
Xerox (formerly Affiliated Computer Services) April 2006 - December 2006
BNY Mellon November 2000 - April 2006
Skills
Vendor Management, CRM, Call Centers, Analytics, Outsourcing, Salesforce.com, Call Center, Process Improvement, Customer Service, Customer Satisfaction, Leadership, Start-ups, Customer Retention, Forecasting, Customer Experience, Six Sigma, SQL, Cross-functional Team..., Project Planning, Team Management, Telecommunications, Project Management, Account Management, Marketing, Customer Acquisition, P&L Management, Program Management, Financial Services, Software Documentation, Product Management, BPO, Mobile Devices, Budgets, Television, Social Media, Customer Relations, Profit & Loss Management, CRM software, IVR, Project Implementation, Contact Center..., Tableau, Analysis, Strategic Partnerships, Coaching, Strategy, Management, Training, Strategic Planning, Sales
Education
Hofstra University 1998 — 2004
BBA
Portledge School 1993 — 1997
Choate Rosemary Hall
AIG Chartis Insurance November 1999 - Present
Fidelity Investments January 1998 - October 1999
Skills
Business Analysis
Education
Chittagong University of Engineering and Technology
Fidelity Investments September 2011 - Present
Fidelity Investments December 2010 - September 2011
Fidelity Investments 1993 - 2009
Skills
Writing, Marketing Communications, Data Analysis
Education
Xavier University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Xavier University 2000 — 2002
M. Ed, Human Resources and Development
Cincinnati State Technical and Community College 2009 — 2011
Certificate, Culinary Arts - Personal Chef
Fidelity Investments September 2012 - Present
Gap Inc 1999 - 2011
Gap Inc 1997 - 1999
McKesson 1993 - 1997
Skills
Forecasting, Process Improvement, Cross-functional Team..., Leadership, Business Process..., Logistics, Project Planning, Analysis, Human Resources, Recruiting, Financial Analysis, Team Building, PeopleSoft, Financial Reporting, Team Leadership, Training, Change Management, Management, Performance Management, Payroll, Microsoft Office, Inventory Management, Budgets, Operations Management
Education
Christian Brothers University
Bachelors, Economics / Finance
Linedata June 2013 - Present
Fidelity Investments May 2011 - April 2013
Intralinks May 2008 - May 2011
Codewrite Development Inc January 2009 - January 2011
Fidelity Investments February 2007 - March 2008
Cross Country Automotive Services July 2006 - February 2007
Tyco Fire & Security / Software House November 2005 - July 2006
Convergence Data Services March 2005 - November 2005
eMed Technologies July 2003 - March 2005
Cadec 1994 - 1996
Skills
C#, .NET, XML, Visual Studio, SQL, Oracle, ADO.NET, WinForms, Multithreading, Flex, User Interface Design, User Experience, Stored Procedures, XAML, WPF Development, MVP, MVVM, Web Services, WPF, Software Design
Education
Northeastern University 1988 — 1992
Software Engineering
Lowell Institute School - MIT 1984 — 1985
Microprocessor Design
Chemeketa Community College 1980 — 1982
AS, Mechanical Design
Midway Tack Shop 2007 - Present
Fidelity Investments 1994 - 2000
Skills
Customer Service, Small Business, Inventory Management, Marketing, Public Relations, Social Media, Social Media Marketing, Equestrian, Product Development, Negotiation, Online Marketing, Marketing Strategy, Social Networking, Advertising, Entrepreneurship
Education
Centre College 1980 — 1984
BA
The Grier School 1976 — 1982
J. David Tax Law LLC July 2014 - Present
Fidelity Investments July 2013 - July 2014
Tax Defense Network July 2012 - July 2013
Boyd Richards Parker & Colonnelli, PL November 2011 - June 2012
Tax Appeals Assistance Program May 2011 - August 2011
Capital Consulting LLC November 2010 - January 2011
Law Office of Ashkan Najafi P.A. May 2009 - August 2009
Skills
Tax Research, Tax, State Tax, IRS, Tax Law, Legal Research, Corporate Law, Legal Writing, Legal Issues, Litigation, Appeals, Patents, Sales & Use Tax, Westlaw, Civil Litigation, Customer Service, Lexis
Education
Chapman University, School of Law 2010 — 2011
LLM, Taxation
Florida Coastal School of Law 2007 — 2010
Doctor of Law (J.D.), Law
Florida State University 2004 — 2006
B.A., Philosophy
stanton 1999 — 2002
Fidelity Investments January 1998 - Present
Skills
Business Analysis, Series 7, Investments, Portfolio Management, Financial Services, Mutual Funds, 401k, Securities, Series 63, FINRA, Financial Analysis, Asset Allocation, Strategic Planning, Program Management, Risk Management, Public Speaking, Investment Advisory, Investment Management, Retirement, Customer Service, Strategy
Education
Centre College 1991 — 1995
BA, Spanish
MetLife April 2015 - Present
Fidelity Investments January 2014 - December 2014
BB&T September 2013 - January 2014
Bioventus 2012 - September 2013
BCBS North Carolina August 2010 - September 2011
City of Raleigh, NC July 2009 - August 2011
City of Raleigh 2010 - 2010
US Navy Reserve 2001 - 2003
Skills
Microsoft Office, Government, Administration, Program Management, PeopleSoft, Problem Solving, Analysis, Documentation, SDLC, Process Improvement, Business Analysis, Organizational..., Compliance, Strategic Planning, Business Process..., ITIL, Risk Mitigation, Prioritization, Integration, Cross-functional Team..., Data Warehousing, Management, Risk Management, Project Management, Training, Software Documentation, Vendor Management, Organization &...
Education
University of Maryland University College 2007 — 2009
MBA, MBA
Central Washington University
Bachelor's degree, Education
Fidelity Investments January 2014 - Present
Education
Centre College
Bachelor of Science (B.S.), International Relations and Spanish
Lane Aviation November 2010 - Present
Delta Air Lines July 2010 - November 2010
Fidelity Investments August 2004 - February 2009
Comair Inc. August 1999 - January 2005
St. Charles Care Center April 1997 - May 1999
Education
Zane State College 2011 — 2013
Business -Marketing Management, Business, Management, Marketing, and Related Support Services, 4.0
Cincinnati State Technical and Community College 2002 — 2007
No, Packaging & Advertising (Business)
Holy Cross High School 1996 — 1999
1999, Dipolma
Fidelity Investments March 2012 - Present
DELL at BNSF RR July 2011 - March 2012
KBR (Kellogg Brown & Root) September 2007 - February 2011
KBR (Kellogg Brown & Root) February 2005 - September 2007
FedEx January 2004 - February 2005
US Army August 1994 - October 2003
Skills
Windows 7, Troubleshooting, Customer Service, Windows XP, Operating Systems, Technical Support, XP, Software Installation, System Administration, Software Documentation, Outlook, Computer Hardware, Laptops, Active Directory, Antivirus, Printers, Microsoft Office, HP Service Manager, Blackberry Enterprise..., Blackberry, XenDesktop Director, XenDesktop Studio, Windows 8, Symantec Enterprise..., Hardware, PowerPoint, Desktop Support, Good for Enterprise, Virtual Machines, Windows, VMware, ITIL, Incident Management
Education
Champlain College 2008 — 2008
Oakland Community College 1993 — 1994
Associate of Applied Science, Industrial Engineering
Fidelity Investments October 2007 - Present
Lenovo International December 2004 - October 2007
IBM April 2003 - December 2004
IBM January 2001 - January 2003
IBM January 1998 - January 2001
IBM January 1996 - January 1998
IBM January 1994 - January 1996
Skills
Disaster Recovery, Data Center, Servers, SAN, Windows Server, Storage Area Networks, Storage, Cisco Technologies, System Administration, Operating Systems, Troubleshooting, Red Hat Linux, Linux, Cluster, Security
Education
Champlain College 1985 — 1987
AS, Hotel, Restaurant Management
The George Washington University
Charles Schwab 2014 - Present
Charles Schwab April 2011 - Present
Fidelity Investments/National Financial June 2005 - May 2010
Fidelity Investments June 2004 - June 2005
Fidelity Investments February 2001 - June 2004
Banc of America Inv. Serv., Inc September 1993 - February 2001
Kidder, Peabody & Co., Inc December 1990 - September 1993
Skills
Investments, Series 7, Securities, Equities, Series 63, Mutual Funds
Education
Central Washington University
B.S, Finance
Highline College
A.A, accounting
Mickey Truck Bodies Inc February 2015 - Present
Mickey Truck Bodies Inc July 2013 - February 2015
Mickey Truck Bodies Inc January 2013 - July 2013
In His Name, Inc November 2007 - December 2012
Fidelity Investments October 2006 - October 2007
Christendom College Student Council October 2005 - July 2006
American Security Council Foundation June 2005 - August 2005
Skills
Mutual Funds
Education
Christendom College 2002 — 2006
History Degree with a Theology Minor
Petaluma High School
Brock Asset Management, LLC January 1992 - Present
401-IRA Company January 1990 - Present
Maricopa County January 1997 - December 2012
Fidelity Investments January 1990 - April 1998
Arizona House of Representatives January 1995 - December 1996
LDC Telecommunications January 1981 - July 1990
Skills
Strategic Planning, New Business Development, Team Building, Marketing Strategy, Customer Service, Sales Management, Insurance, Project Management, Risk Management, Negotiation, Strategic Financial..., Mergers & Acquisitions, Budgets, Marketing, Finance, Policy, Start-ups, Microsoft Office, Business Planning, Entrepreneurship, Coaching, Management Consulting, Nonprofits, Microsoft Excel, Training, Strategy, Change Management, Process Improvement, Organizational..., Leadership, Microsoft Word, Program Management, PowerPoint, Contract Negotiation, Small Business, Management, Executive Management, Government, Leadership Development, Fundraising, Public Relations, Analysis, Performance Measurement, Operations Management, Team Leadership, Cross-functional Team..., Sales, Accounting, Project Planning, Business Process...
Education
Centre College 1969 — 1973
Bachelor of Science (BSc), Math and Psychology
University of Kentucky
Fidelity Investments March 2008 - Present
Fidelity Investments August 2003 - March 2008
Skills
Manage Client..., Defined Contribution, 401k, Service Delivery, Retirement, Leadership, Relationship Management, Risk Management
Education
Centre College 1991 — 1995
BS, Physics, English
Fidelity Investments March 2011 - Present
Skills
Series 7, Series 63, Series 66, Certified Financial...
Education
Centre College 2005 — 2009
Bachelor of Arts (B.A.)
Fidelity Investments May 2011 - Present
Fidelity Investments February 2010 - May 2011
Fidelity Investments September 2009 - February 2010
Fidelity Investments October 2008 - September 2009
Fidelity Investments August 2007 - October 2008
Fidelity Investments August 2006 - August 2007
Skills
Investments, Customer Service, Insurance, Financial Services, Sales, Team Building
Education
Centre College 2002 — 2006
Bachelor of Science (B.S.), Biology, General
PNC Financial Services Group - Broker Dealer Compliance March 2015 - Present
PNC Financial Service Group - PNC Control Room April 2012 - March 2015
PNC Investments January 2010 - April 2012
J.J.B. Hilliard, W.L. Lyons, LLC March 2004 - December 2009
Fidelity Investments 1998 - 2004
Skills
Series 7, Series 63, Securities, FINRA, Banking, Capital Markets, Investments, Risk Management, Fixed Income, Asset Management, Alternative Investments, Commercial Banking, Bloomberg
Education
Centre College 1992 — 1996
Bachelor of Arts (B.A.), History
Allergan June 2013 - December 2013
Allergan April 2011 - June 2013
Fidelity Investments 2009 - 2011
Deloitte 2007 - 2009
Deloitte June 2006 - August 2006
Skills
Compliance, Internal Audit, External Audit, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Forecasting, Budgets, Auditing, GAAP
Education
Chapman University
BS, Accounting and Business Administration
Kemper December 2014 - Present
USAA July 2005 - June 2014
Nationwide Financial Solutions June 2004 - July 2005
Fidelity Investments September 1993 - February 2004
Skills
Forecasting, Financial Analysis, Investments, Financial Accounting, Strategic Financial..., Microsoft Excel, PowerPoint, Essbase, Cognos, PeopleSoft, SAS, Ad Hoc Reporting, Corporate Finance, Financial Planning
Education
University of Kentucky 1990 — 1993
Bachelor's degree, Economics
Chapman University 1988 — 1990
PanAgora Asset Management July 2015 - Present
Fidelity Investments December 2014 - February 2015
Quantitative Management Associates LLC (QMA) September 2014 - October 2014
State Development & Investment Corporation December 2013 - April 2014
China Reinsurance Group Company April 2013 - June 2013
Skills
Matlab, C++, Bloomberg, Financial Modeling, Analysis, SPSS, Eviews, Microsoft Excel, Finance, Quantitative Finance, Corporate Finance, R, Data Analysis, Risk Management, C#
Education
Massachusetts Institute of Technology 2014 — 2015
Finance, General, Master of Science (MS)(4.8/5.0)
Central University of Finance and Economics 2010 — 2014
Financial Engineering, Bachelor of Science (BS)(90.2/100)