Fidelity Investments

Industry: Financial services company

Description

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

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

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

Fidelity Investments Employees

Employee
Years
Job
Industry
Dave McKenna Dave McKenna Dallas/Fort Worth Area Details
Dave McKenna's Fidelity Investments Experience June 1995 - July 1997
Job Senior Vice President at ResMan Property Management Software
Industry Computer Software
Experience
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

Kathryn Thelen Kathryn Thelen Greater Seattle Area Details
Kathryn Thelen's Fidelity Investments Experience 1996 - 1997
Job Executive Administrative Assistant
Industry Education Management
Experience
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

Carl Russell, CBCP, EMT-B Carl Russell, CBCP, EMT-B Dallas/Fort Worth Area Details
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

Christopher Maier Christopher Maier Cincinnati, Ohio Details
Christopher Maier's Fidelity Investments Experience August 2004 - December 2007
Job QA Analyst at AccuMed A PointClickCare Company
Industry Information Technology and Services
Experience
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

Liston Vanterpool Liston Vanterpool Sacramento, California Details
Liston Vanterpool's Fidelity Investments Experience September 2011 - October 2012
Job at
Industry Health, Wellness and Fitness
Experience
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

Pooja Rastogi Pooja Rastogi Greater Atlanta Area Details
Pooja Rastogi's Fidelity Investments Experience January 2008 - July 2011
Job Accounts Project Manager at SPH Analytics
Industry Information Technology and Services
Experience
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

Heidi Walker Heidi Walker Greater Boston Area Details
Heidi Walker's Fidelity Investments Experience August 2007 - Present
Job Senior Network Engineer at Fidelity
Industry Telecommunications
Experience
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

Don Lim Don Lim Providence, Rhode Island Area Details
Don Lim's Fidelity Investments Experience December 2014 - Present
Job Senior Manager, Fidelity Institutional Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
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

Brian Fish, MBA Brian Fish, MBA Indianapolis, Indiana Area Details
Brian Fish, MBA's Fidelity Investments Experience August 2007 - February 2012
Job MBA graduate and CMA candidate seeking full time opportunities
Industry Accounting
Experience
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)

Kerry Lesell Kerry Lesell Dallas/Fort Worth Area Details
Kerry Lesell's Fidelity Investments Experience July 2008 - December 2010
Job Technical writer and editor
Industry Aviation & Aerospace
Experience
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

Mark Cravens Mark Cravens Cincinnati, Ohio Details
Mark Cravens's Fidelity Investments Experience August 2012 - July 2014
Job Associate Professor at God's BIble School and College
Industry Higher Education
Experience
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

Brandon Bistor Brandon Bistor Cincinnati, Ohio Details
Brandon Bistor's Fidelity Investments Experience February 2007 - July 2008
Job Senior Analyst at Fechheimer Brothers Company
Industry Apparel & Fashion
Experience
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

Kenneth Wine Kenneth Wine Dallas/Fort Worth Area Details
Kenneth Wine's Fidelity Investments Experience November 2009 - September 2012
Job Help Desk at Genband
Industry Information Technology and Services
Experience
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

Chris Warman Chris Warman Cincinnati Area Details
Chris Warman's Fidelity Investments Experience January 2006 - August 2009
Job Registered Nurse at Cincinnati Children's Hospital Medical Center
Industry Medical Practice
Experience
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

Steve Anderson Steve Anderson San Francisco, California Details
Steve Anderson's Fidelity Investments Experience November 2011 - 2013
Job Marketing Analytics Superstar in San Francisco
Industry Information Technology and Services
Experience
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

Rashidat Omotosho Rashidat Omotosho Cary, North Carolina Details
Rashidat Omotosho's Fidelity Investments Experience July 2015 - Present
Job Financial Associate Fidelity Investments
Industry Insurance
Experience
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

Janet (Jian) Liu Janet (Jian) Liu Greater Boston Area Details
Janet (Jian) Liu's Fidelity Investments Experience October 2007 - June 2013
Job Finance Manager Global IT Services at Alere, Inc.
Industry Financial Services
Experience
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

John A. Brenzel, Jr John A. Brenzel, Jr Cincinnati Area Details
John A. Brenzel, Jr's Fidelity Investments Experience June 1995 - February 2004
Job Sr. Client Consultant
Industry Financial Services
Experience
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

Debbie Drake Debbie Drake Cincinnati Area Details
Debbie Drake's Fidelity Investments Experience June 2007 - March 2008
Job Assistant Project Lead for Sogeti at Toyota
Industry Information Technology and Services
Experience
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

Jarred Major Jarred Major Charleston, South Carolina Details
Jarred Major's Fidelity Investments Experience April 2014 - Present
Job Defined Contribution Representative at Fidelity Investments
Industry Financial Services
Experience
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

Tsholofelo Molale-Potticary Tsholofelo Molale-Potticary Cincinnati, Ohio Details
Tsholofelo Molale-Potticary's Fidelity Investments Experience January 2014 - June 2014
Job BS, Finance
Industry Financial Services
Experience
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

Bill Douglas Bill Douglas Cincinnati, Ohio Details
Bill Douglas's Fidelity Investments Experience April 2015 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Todd Brunskill Todd Brunskill Dallas/Fort Worth Area Details
Todd Brunskill's Fidelity Investments Experience January 1985 - August 1988
Job
Industry Financial Services
Experience
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

Charles Smithson Charles Smithson Cincinnati, Ohio Details
Charles Smithson's Fidelity Investments Experience December 2014 - Present
Job Prepress Technician at Fidelity Investments
Industry Financial Services
Experience
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

Aaron Kozlowski Aaron Kozlowski Cincinnati Area Details
Aaron Kozlowski's Fidelity Investments Experience June 1996 - October 1997
Job Storage Team Lead at Affinity, Inc.
Industry Information Technology and Services
Experience
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

Anusha John Anusha John San Jose, California Details
Anusha John's Fidelity Investments Experience July 2007 - June 2009
Job Looking for Job Opportunities in SF Bay Area
Industry Information Technology and Services
Experience
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

Koleton Gruber Koleton Gruber Boulder, Colorado Details
Koleton Gruber's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Higher Education
Experience
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

Christy Florence Christy Florence Dallas/Fort Worth Area Details
Christy Florence's Fidelity Investments Experience September 2015 - Present
Job Sales Coordinator at Fidelity Investments
Industry Investment Management
Experience
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

Ellen Hansmann Ellen Hansmann Aiken, South Carolina Details
Ellen Hansmann's Fidelity Investments Experience August 2005 - July 2008
Job Manager Supply Chain, Procurement and Materials Management
Industry Government Relations
Experience
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

Diana Siciliano, CRPC Diana Siciliano, CRPC Newport Beach, California Details
Diana Siciliano, CRPC's Fidelity Investments Experience July 2005 - March 2009
Job Wealth Advisor
Industry Financial Services
Experience
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

Carol Nyffenegger Carol Nyffenegger Greater Boston Area Details
Carol Nyffenegger's Fidelity Investments Experience 2004 - 2014
Job Presentation Specialist Creative and Production Show Graphics
Industry Events Services
Experience
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

Carly Jiricka Carly Jiricka San Francisco Bay Area Details
Carly Jiricka's Fidelity Investments Experience May 2012 - March 2013
Job Political Programs Manager at McKesson
Industry Government Relations
Experience
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

Michael J. Young Michael J. Young Cincinnati Area Details
Michael J. Young's Fidelity Investments Experience December 1997 - May 2009
Job IT Senior Lead Program Manager at TIAACREF
Industry Financial Services
Experience
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

Eddie Staples Eddie Staples Raleigh-Durham, North Carolina Area Details
Eddie Staples's Fidelity Investments Experience July 2015 - Present
Job Independent Contractor at Fidelity Investments
Industry Computer Software
Experience
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

Angelica Gartrell Angelica Gartrell Cincinnati Area Details
Angelica Gartrell's Fidelity Investments Experience September 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
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

Merillyn Caracciolo Merillyn Caracciolo Dallas/Fort Worth Area Details
Merillyn Caracciolo's Fidelity Investments Experience March 2014 - Present
Job NonQualified Plan Services Lead at Fidelity Investments
Industry Financial Services
Experience
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

Nitin Dhall Nitin Dhall Dallas/Fort Worth Area Details
Nitin Dhall's Fidelity Investments Experience January 2015 - Present
Job Senior Compliance Advisor Employee Compliance at Fidelity Investments
Industry Financial Services
Experience
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

Theresa J. Martin Theresa J. Martin Williamsburg, Kentucky Details
Theresa J. Martin's Fidelity Investments Experience 2010 - 2012
Job SemiRetired, Enjoying the Simple Country Life
Industry Renewables & Environment
Experience
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

Amy Limas Amy Limas Dallas/Fort Worth Area Details
Amy Limas's Fidelity Investments Experience July 2012 - Present
Job Institutional Investment Consultant at Leap Wealth Management
Industry Financial Services
Experience
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

Anthony Lage, CFA Anthony Lage, CFA New York, New York Details
Anthony Lage, CFA's Fidelity Investments Experience June 1994 - June 1999
Job CEO at The Crowd's Line
Industry Investment Management
Experience
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

Annice Nicholson Annice Nicholson Cincinnati, Ohio Details
Annice Nicholson's Fidelity Investments Experience December 2005 - June 2007
Job HR/Payroll Representative
Industry Human Resources
Experience
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

Sarah Connell Sarah Connell Greater Boston Area Details
Sarah Connell's Fidelity Investments Experience June 2014 - Present
Job Executive Secretary in Family Office Services at Fidelity Investments
Industry Hospitality
Experience
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

Eric Gearding Eric Gearding Cincinnati Area Details
Eric Gearding's Fidelity Investments Experience February 2006 - July 2010
Job Vice President Channel Sales, OMEGA Processing Solutions
Industry Financial Services
Experience
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

Tad Lutz, CFP® Tad Lutz, CFP® Greater Seattle Area Details
Tad Lutz, CFP®'s Fidelity Investments Experience January 2012 - Present
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Betsy Kinlin Betsy Kinlin Boston, Massachusetts Details
Betsy Kinlin's Fidelity Investments Experience July 2012 - November 2012
Job Senior Research Associate Unbundled Services at The Kinlin Company
Industry Human Resources
Experience
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

Sean Kerns Sean Kerns Cincinnati Area Details
Sean Kerns's Fidelity Investments Experience October 2006 - August 2007
Job Sr. QA Engineer at Wowza Media Systems
Industry Information Technology and Services
Experience
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

Benjamin Kohler Benjamin Kohler Burlington, Vermont Details
Benjamin Kohler's Fidelity Investments Experience October 2007 - June 2008
Job Manager, CPS Operations at Champlain College
Industry Higher Education
Experience
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

Bryce Calvert Bryce Calvert Cincinnati Area Details
Bryce Calvert's Fidelity Investments Experience June 1998 - February 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Dennis Ngo Dennis Ngo Greater Boston Area Details
Dennis Ngo's Fidelity Investments Experience June 2014 - August 2014
Job Residential Assistant at Champlain College
Industry Computer Games
Experience
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

Michelle Georges Michelle Georges Greater Chicago Area Details
Michelle Georges's Fidelity Investments Experience August 2001 - August 2006
Job Licensed Attorney
Industry Law Practice
Experience
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

Diana Bockus Diana Bockus Dallas/Fort Worth Area Details
Diana Bockus's Fidelity Investments Experience July 2011 - Present
Job Owner / Writer / Photographer at Down Home Traveler
Industry Financial Services
Experience
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

Charlie Bausch Charlie Bausch Cincinnati Area Details
Charlie Bausch's Fidelity Investments Experience September 2000 - August 2006
Job Regional Operations Leader at Deloitte
Industry Management Consulting
Experience
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

Chris Nieto, CPIA Chris Nieto, CPIA Cincinnati Area Details
Chris Nieto, CPIA's Fidelity Investments Experience September 1992 - April 1994
Job V.P.Sales: PreferredProtectors Insurance Agency
Industry Insurance
Experience
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

Chris Marko Chris Marko Greater Boston Area Details
Chris Marko's Fidelity Investments Experience 1997 - 2000
Job Director, IT & Infrastructure at Vantiv
Industry Legal Services
Experience
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

Joshua Farnsworth Joshua Farnsworth Greater Boston Area Details
Joshua Farnsworth's Fidelity Investments Experience April 2010 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
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

Daniel Naschinski Daniel Naschinski Dallas/Fort Worth Area Details
Daniel Naschinski's Fidelity Investments Experience August 2013 - August 2014
Job Senior Programmer Analyst at BNSF Railway
Industry Information Technology and Services
Experience
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

Scott Gabbard Scott Gabbard Fort Thomas, Kentucky Details
Scott Gabbard's Fidelity Investments Experience March 2011 - Present
Job Director of Platform Support
Industry Financial Services
Experience
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

Shilpa Noronha Shilpa Noronha Toronto, Canada Area Details
Shilpa Noronha's Fidelity Investments Experience March 2007 - July 2010
Job IT Analyst at TD
Industry Information Technology and Services
Experience
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

Daniel Henson Daniel Henson Raleigh-Durham, North Carolina Area Details
Daniel Henson's Fidelity Investments Experience 2011 - 2012
Job Project Coordinator at BarryWehmiller Design Group
Industry Pharmaceuticals
Experience
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

Matthew Shafer Matthew Shafer Greater Boston Area Details
Matthew Shafer's Fidelity Investments Experience September 2008 - December 2009
Job Web Development Manager at Go Ahead Tours
Industry Computer Software
Experience
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

Priya Hunsur Nagaraja Priya Hunsur Nagaraja Issaquah, Washington Details
Priya Hunsur Nagaraja's Fidelity Investments Experience January 2011 - June 2013
Job Project Management Enthusiast and Practitioner
Industry Information Technology and Services
Experience
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

Hong-Lin Chen Hong-Lin Chen Greater Boston Area Details
Hong-Lin Chen's Fidelity Investments Experience July 2009 - Present
Job Director, Architecture and Data, Fidelity Investments
Industry Information Technology and Services
Experience
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

Jon Eric Franconia Jon Eric Franconia Louisville, Kentucky Area Details
Jon Eric Franconia's Fidelity Investments Experience June 1997 - February 1999
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
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

Molly Stanifer, CFP® Molly Stanifer, CFP® Durham, North Carolina Details
Molly Stanifer, CFP®'s Fidelity Investments Experience August 2011 - October 2013
Job Financial Advisor at Old Peak Finance
Industry Financial Services
Experience
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

Girija Chandrawat Girija Chandrawat Cambridge, Massachusetts Details
Girija Chandrawat's Fidelity Investments Experience April 2003 - March 2004
Job MBA Candidate at MIT Sloan School of Management (Sloan Fellow SF'16)
Industry Banking
Experience
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)

Jeff Leiker Jeff Leiker Cincinnati Area Details
Jeff Leiker's Fidelity Investments Experience December 2005 - September 2007
Job Fifth Third Securities, Principal Review Supervisor
Industry Investment Banking
Experience
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

Chuck Reimer Chuck Reimer Raleigh-Durham, North Carolina Area Details
Chuck Reimer's Fidelity Investments Experience January 2000 - Present
Job Principle Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2000 - Present
Great American Insurance  2000 - 2002

Education
Cincinnati State Technical and Community College

Fran Merletto-Everidge, PMP Fran Merletto-Everidge, PMP Raleigh-Durham, North Carolina Area Details
Fran Merletto-Everidge, PMP's Fidelity Investments Experience June 2007 - April 2010
Job Project Manager at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
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

Christopher Mckay Christopher Mckay Greater New York City Area Details
Christopher Mckay's Fidelity Investments Experience July 2007 - February 2009
Job Sr. Manager, Customer Lifecycle
Industry Information Technology and Services
Experience
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

Alan Riggs, PHR Alan Riggs, PHR Raleigh-Durham, North Carolina Area Details
Alan Riggs, PHR's Fidelity Investments Experience June 2007 - Present
Job Senior Operations Manager at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments   June 2007 - Present
ADP  March 2006 - June 2007
ACS  March 1997 - March 2006
Coopers & Lybrand/PwC Kwasha HR Solutions/Unifi   1997 - 2001

Education
Christopher Newport University   1990 — 1993
Business, Finance

Siful Islam Siful Islam Greater New York City Area Details
Siful Islam's Fidelity Investments Experience January 1998 - October 1999
Job Project Manager, GCOT/AIG
Industry Information Technology and Services
Experience
AIG Chartis Insurance  November 1999 - Present
Fidelity Investments   January 1998 - October 1999

Skills
Business Analysis

Education
Chittagong University of Engineering and Technology

Allison Katter Allison Katter Cincinnati Area Details
Allison Katter's Fidelity Investments Experience September 2011 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Andrew J. Hicks Andrew J. Hicks Cincinnati Area Details
Andrew J. Hicks's Fidelity Investments Experience September 2012 - Present
Job Operations Analyst at Fidelity Investments
Industry Retail
Experience
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

Andrew Frisella Andrew Frisella Greater Boston Area Details
Andrew Frisella's Fidelity Investments Experience May 2011 - April 2013
Job Project Consultant at Linedata
Industry Computer Software
Experience
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

Susannah Wermeling Susannah Wermeling Cincinnati Area Details
Susannah Wermeling's Fidelity Investments Experience 1994 - 2000
Job Owner, Midway Tack Shop
Industry Retail
Experience
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

Jonathan Sooriash, Esq. LL.M. Jonathan Sooriash, Esq. LL.M. Jacksonville, Florida Details
Jonathan Sooriash, Esq. LL.M.'s Fidelity Investments Experience July 2013 - July 2014
Job Managing Tax Attorney at J. David Tax Law
Industry Financial Services
Experience
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

Tracy Bibb Tracy Bibb Cincinnati Area Details
Tracy Bibb's Fidelity Investments Experience January 1998 - Present
Job Business Analyst at Fidelity Investments
Industry Investment Management
Experience
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

Kathi Jensen Kathi Jensen Raleigh-Durham, North Carolina Area Details
Kathi Jensen's Fidelity Investments Experience January 2014 - December 2014
Job SR Project Manager at MetLife
Industry Hospital & Health Care
Experience
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

Allison Ligon Allison Ligon Cincinnati Area Details
Allison Ligon's Fidelity Investments Experience January 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present

Education
Centre College
Bachelor of Science (B.S.), International Relations and Spanish

Brandon Storer Brandon Storer Nashport, Ohio Details
Brandon Storer's Fidelity Investments Experience August 2004 - February 2009
Job Airline Fueler at Lane Aviation
Industry Aviation & Aerospace
Experience
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

Adam Goodrich Adam Goodrich Dallas/Fort Worth Area Details
Adam Goodrich's Fidelity Investments Experience March 2012 - Present
Job Senior End User Support Technician at Fidelity Investments
Industry Information Technology and Services
Experience
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

Philip Witham Philip Witham Raleigh-Durham, North Carolina Area Details
Philip Witham's Fidelity Investments Experience October 2007 - Present
Job Principal Storage Engineer
Industry Financial Services
Experience
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

Anthony Cleary Anthony Cleary Greater Seattle Area Details
Anthony Cleary's Fidelity Investments Experience June 2004 - June 2005
Job Managing Director, Relationship Management at Charles Schwab Advisor Services
Industry Financial Services
Experience
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

Larry Henson Larry Henson Raleigh-Durham, North Carolina Area Details
Larry Henson's Fidelity Investments Experience October 2006 - October 2007
Job Associate Purchasing Manager at Mickey Truck Bodies Inc
Industry Automotive
Experience
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

Fulton Brock Fulton Brock United States Details
Fulton Brock's Fidelity Investments Experience January 1990 - April 1998
Job President at Brock Asset Management, LLC
Industry Financial Services
Experience
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

Jason Ligon Jason Ligon Cincinnati Area Details
Jason Ligon's Fidelity Investments Experience March 2008 - Present
Job Senior Client Manager at Fidelity Investments
Industry Financial Services
Experience
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

Robert F. Stephenson Robert F. Stephenson Florence, Kentucky Details
Robert F. Stephenson's Fidelity Investments Experience March 2011 - Present
Job Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2011 - Present

Skills
Series 7, Series 63, Series 66, Certified Financial...

Education
Centre College   2005 — 2009
Bachelor of Arts (B.A.)

Daniel Greulich CFP® Daniel Greulich CFP® Ann Arbor, Michigan Details
Daniel Greulich CFP®'s Fidelity Investments Experience May 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
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

J Douglas MacKinnon J Douglas MacKinnon Pittsburgh, Pennsylvania Details
J Douglas MacKinnon's Fidelity Investments Experience 1998 - 2004
Job Sr. Compliance Process Manager, VP (Broker Dealer Compliance, PNC Financial Services Group)
Industry Financial Services
Experience
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

Patricia Chu, CPA Patricia Chu, CPA Irvine, California Details
Patricia Chu, CPA's Fidelity Investments Experience 2009 - 2011
Job
Industry Pharmaceuticals
Experience
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

Brad Mangum Brad Mangum Jacksonville, Florida Area Details
Brad Mangum's Fidelity Investments Experience September 1993 - February 2004
Job Financial Analyst at Kemper
Industry Financial Services
Experience
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

Xiao Chen Xiao Chen Cambridge, Massachusetts Details
Xiao Chen's Fidelity Investments Experience December 2014 - February 2015
Job Analyst at PanAgora Asset Management
Industry Financial Services
Experience
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)

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