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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Travis Lecture Travis Lecture's Fidelity Investments Experience April 2015 - Present
Job High Net Worth Service Associate
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments January 2014 - April 2015
Camp Spearhead May 2011 - August 2013
Skills
Public Speaking, Customer Service, Teamwork, Leadership
Education
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.0
Fidelity Investments April 2015 - Present
Fidelity Investments January 2014 - April 2015
Camp Spearhead May 2011 - August 2013
Skills
Public Speaking, Customer Service, Teamwork, Leadership
Education
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.0
James Mazzeo James Mazzeo's Fidelity Investments Experience February 2013 - August 2013
Job Senior Infrastructure Consultant at B2B Technologies
Industry Computer Networking
Experience
B2B Technologies June 2014 - Present
Stanley Black & Decker, Inc. October 2013 - June 2014
Fidelity Investments February 2013 - August 2013
Catamaran July 2012 - February 2013
ITT Technical Institute December 2011 - July 2012
Plantation Financial Corp. February 2007 - July 2012
Coastal Federal Bank May 2006 - February 2007
Skills
Microsoft Exchange, Active Directory, Blackberry Enterprise..., Microsoft Office, Microsoft SQL Server, Windows Server..., Visual C++, Java, Unix Operating Systems, COBOL, Pascal, Symantec Enterprise..., Websense, Hyper-V & VMware, Azure & Office 365
Education
Coastal Carolina University 1998 — 2004
Bachelor's Degree, Computer Science
B2B Technologies June 2014 - Present
Stanley Black & Decker, Inc. October 2013 - June 2014
Fidelity Investments February 2013 - August 2013
Catamaran July 2012 - February 2013
ITT Technical Institute December 2011 - July 2012
Plantation Financial Corp. February 2007 - July 2012
Coastal Federal Bank May 2006 - February 2007
Skills
Microsoft Exchange, Active Directory, Blackberry Enterprise..., Microsoft Office, Microsoft SQL Server, Windows Server..., Visual C++, Java, Unix Operating Systems, COBOL, Pascal, Symantec Enterprise..., Websense, Hyper-V & VMware, Azure & Office 365
Education
Coastal Carolina University 1998 — 2004
Bachelor's Degree, Computer Science
Lance B Young Lance B Young's Fidelity Investments Experience May 2015 - Present
Job Agile Transformation and Development Lead
Industry Computer Software
Experience
Fidelity Investments May 2015 - Present
PayPal January 2014 - February 2015
SolutionsIQ August 2012 - August 2013
SolutionsIQ April 2007 - June 2010
SolutionsIQ March 2004 - March 2007
ASIX, Inc April 1999 - February 2004
Computer Consulting February 1997 - April 1999
American Annuity Group February 1994 - February 1997
Skills
Agile Methodologies, Scrum, Agile Project Management, Software Project..., SDLC, Enterprise Software, Software Development, Business Intelligence, Professional Services, SOA, XML, Web Applications, Web Services, Enterprise Architecture, Business Process, Architecture, Test Driven Development, Java
Education
Clemson University 1987 — 1989
BS Electrical Engineering, Computer Engineering, 3.3
University of Florida 1982 — 1984
Associate of Arts (AA)
Fidelity Investments May 2015 - Present
PayPal January 2014 - February 2015
SolutionsIQ August 2012 - August 2013
SolutionsIQ April 2007 - June 2010
SolutionsIQ March 2004 - March 2007
ASIX, Inc April 1999 - February 2004
Computer Consulting February 1997 - April 1999
American Annuity Group February 1994 - February 1997
Skills
Agile Methodologies, Scrum, Agile Project Management, Software Project..., SDLC, Enterprise Software, Software Development, Business Intelligence, Professional Services, SOA, XML, Web Applications, Web Services, Enterprise Architecture, Business Process, Architecture, Test Driven Development, Java
Education
Clemson University 1987 — 1989
BS Electrical Engineering, Computer Engineering, 3.3
University of Florida 1982 — 1984
Associate of Arts (AA)
Jeff Flowers Jeff Flowers's Fidelity Investments Experience 1995 - 1998
Job Director at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young April 2012 - Present
Cleveland Chapter IHRIM June 2011 - March 2012
Xerox June 2010 - March 2012
Rocky River Consulting Group 2008 - 2010
Accenture 2004 - 2008
Andersen Consulting/Accenture 2004 - 2008
Pricewaterhouse Coopers 2000 - 2002
IBM 1998 - 2000
Fidelity Investments 1995 - 1998
Ernst&Young 1977 - 1995
Skills
IT Strategy, Program Management, Outsourcing, Management Consulting, Strategy, Talent Management, Solution Architecture, BPO, ERP, Shared Services, Leadership, Business Process, New Business Development, Business Strategy, Sourcing, Business Transformation, Business Process..., Service Delivery, Organizational Design, Business Process...
Education
Cleveland State University 1970 — 1974
BS, Mathematics
Ernst & Young April 2012 - Present
Cleveland Chapter IHRIM June 2011 - March 2012
Xerox June 2010 - March 2012
Rocky River Consulting Group 2008 - 2010
Accenture 2004 - 2008
Andersen Consulting/Accenture 2004 - 2008
Pricewaterhouse Coopers 2000 - 2002
IBM 1998 - 2000
Fidelity Investments 1995 - 1998
Ernst&Young 1977 - 1995
Skills
IT Strategy, Program Management, Outsourcing, Management Consulting, Strategy, Talent Management, Solution Architecture, BPO, ERP, Shared Services, Leadership, Business Process, New Business Development, Business Strategy, Sourcing, Business Transformation, Business Process..., Service Delivery, Organizational Design, Business Process...
Education
Cleveland State University 1970 — 1974
BS, Mathematics
Chelsea Wallis Chelsea Wallis's Fidelity Investments Experience July 2013 - Present
Job Quality Assurance Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2013 - Present
The Walt Disney Company August 2011 - August 2013
The Walt Disney Company January 2011 - August 2011
Centreville Baptist Church September 2004 - August 2010
Skills
Facebook, Social Networking, Software Quality..., System Testing, HP Quality Center, Test Planning, Regression Testing, Test Cases, Test Strategy, Quality Assurance, Communication, PowerPoint, Time Management, Teamwork, Hospitality, Microsoft Word, Social Media, Microsoft Excel, Leadership, Microsoft Office, Food & Beverage, Hospitality Management, C, SQL DB2
Education
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Fidelity Investments July 2013 - Present
The Walt Disney Company August 2011 - August 2013
The Walt Disney Company January 2011 - August 2011
Centreville Baptist Church September 2004 - August 2010
Skills
Facebook, Social Networking, Software Quality..., System Testing, HP Quality Center, Test Planning, Regression Testing, Test Cases, Test Strategy, Quality Assurance, Communication, PowerPoint, Time Management, Teamwork, Hospitality, Microsoft Word, Social Media, Microsoft Excel, Leadership, Microsoft Office, Food & Beverage, Hospitality Management, C, SQL DB2
Education
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Christopher Berben, CFP® Christopher Berben, CFP®'s Fidelity Investments Experience July 2010 - Present
Job Regional Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
KeyBank November 2004 - June 2009
Bethlehem Central School District August 2001 - July 2003
Skills
Investments, Certified Financial..., Asset Allocation, Series 7, Series 63, Series 65, Teaching, Presentations, Risk Analysis, Loan Work-outs
Education
Merrimack College 2011 — 2012
Certificate in Financial Planning, Financial Planning and Services, 4.0/4.0
Cleveland State University 2007 — 2010
Master of Business Administration (MBA), Accounting and Finance, 3.62/4.0
State University of New York at Oswego 1997 — 2000
Bachelor of Science (BS), Technology Teacher Education/Industrial Arts Teacher Education, 3.25/4.0
Fidelity Investments July 2010 - Present
KeyBank November 2004 - June 2009
Bethlehem Central School District August 2001 - July 2003
Skills
Investments, Certified Financial..., Asset Allocation, Series 7, Series 63, Series 65, Teaching, Presentations, Risk Analysis, Loan Work-outs
Education
Merrimack College 2011 — 2012
Certificate in Financial Planning, Financial Planning and Services, 4.0/4.0
Cleveland State University 2007 — 2010
Master of Business Administration (MBA), Accounting and Finance, 3.62/4.0
State University of New York at Oswego 1997 — 2000
Bachelor of Science (BS), Technology Teacher Education/Industrial Arts Teacher Education, 3.25/4.0
Chris Zapanta Chris Zapanta's Fidelity Investments Experience May 2013 - Present
Job Customer Service Associate at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments May 2013 - Present
Farmers Insurance May 2009 - January 2013
Gibson Financial Services, LLC October 2008 - May 2009
Zapanta Insurance Agency 2008 - 2008
KeyBank June 1998 - July 2000
KeyBank January 1995 - May 1998
KeyBank 1994 - 1994
KeyBank 1986 - 1990
Skills
Customer Oriented, Customer Service, Conscientious, Project Management, Problem Solving, Collaborative Problem..., P&C License, Life Insurance, Call Center, Banking, Property & Casualty..., Customer Retention, Renters, Homeowners, General Insurance, Customer Satisfaction, Call Centers, Sales
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Marketing
Fairview High School
HS Diploma, College Preparatory
Fidelity Investments May 2013 - Present
Farmers Insurance May 2009 - January 2013
Gibson Financial Services, LLC October 2008 - May 2009
Zapanta Insurance Agency 2008 - 2008
KeyBank June 1998 - July 2000
KeyBank January 1995 - May 1998
KeyBank 1994 - 1994
KeyBank 1986 - 1990
Skills
Customer Oriented, Customer Service, Conscientious, Project Management, Problem Solving, Collaborative Problem..., P&C License, Life Insurance, Call Center, Banking, Property & Casualty..., Customer Retention, Renters, Homeowners, General Insurance, Customer Satisfaction, Call Centers, Sales
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Marketing
Fairview High School
HS Diploma, College Preparatory
Jane Layton's Fidelity Investments Experience 2010 - 2012
Job Director of Academic Programs MBA at Clemson University
Industry Education Management
Experience
Clemson University March 2012 - Present
Fidelity Investments 2010 - 2012
Fidelity Investments 2008 - 2009
Skills
Research, Public Speaking, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Teaching, Analysis, Customer Service, Microsoft Word, Fundraising, Training, Higher Education, Program Management
Education
Clemson University
Master of Business Administration (M.B.A.), MBA
College of Charleston
Bachelor of Science (B.S.), International Business
Clemson University March 2012 - Present
Fidelity Investments 2010 - 2012
Fidelity Investments 2008 - 2009
Skills
Research, Public Speaking, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Teaching, Analysis, Customer Service, Microsoft Word, Fundraising, Training, Higher Education, Program Management
Education
Clemson University
Master of Business Administration (M.B.A.), MBA
College of Charleston
Bachelor of Science (B.S.), International Business
Tony Robke Tony Robke's Fidelity Investments Experience October 2011 - Present
Job Vice President, DC Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments October 2010 - October 2011
Fidelity Investments April 2007 - October 2010
Fifth Third Bank February 2006 - April 2007
Fifth Third Bank May 2004 - October 2005
Skills
Retirement, Defined Contribution, Investments, Financial Services, Insurance, Relationship Management, 401k, Series 7, Mutual Funds, Series 63, New Business Development, Retirement Planning, Financial Advisory, Asset Allocation
Education
Clemson University 1998 — 2002
B.S., Financial Management
Thomas More College 2009 — 2011
MBA, Business Administration and Management, General
Fidelity Investments October 2011 - Present
Fidelity Investments October 2010 - October 2011
Fidelity Investments April 2007 - October 2010
Fifth Third Bank February 2006 - April 2007
Fifth Third Bank May 2004 - October 2005
Skills
Retirement, Defined Contribution, Investments, Financial Services, Insurance, Relationship Management, 401k, Series 7, Mutual Funds, Series 63, New Business Development, Retirement Planning, Financial Advisory, Asset Allocation
Education
Clemson University 1998 — 2002
B.S., Financial Management
Thomas More College 2009 — 2011
MBA, Business Administration and Management, General
CJ Rogers CJ Rogers's Fidelity Investments Experience October 2014 - Present
Job Java in large enterprises
Industry Computer Software
Experience
Fidelity Investments October 2014 - Present
CARQUEST July 2010 - October 2014
Fidelity Investments March 2007 - August 2010
North Carolina Department of Corrections August 2005 - March 2007
Knowledge Vector March 2005 - June 2005
MCI Corporation June 2004 - March 2005
GlaxoSmithKline May 2003 - December 2003
McClatchy Interactive 2000 - 2002
ACI Worldwide 1997 - 2000
Skills
JSP, Eclipse, Apache, Spring, Websphere, JavaScript, Java, SQL, Databases, Oracle, Java Enterprise Edition, Unix, SDLC, Leadership, Software Development, Integration, Architecture, Open Source Integration, Web Services, Web Applications, Analytics, Data Science, SOA, SOAP, REST, JDBC, JMS, EJB, Struts, Hibernate, R, Python, PL/SQL, JUnit, Linux, Shell Scripting, Ant, Software Design, Git, Core Java, WebSphere Application..., Enterprise Software, Performance Tuning, Requirements Analysis, Web Development, Maven, Enterprise Architecture, Unix Shell Scripting, Programming, CSS
Education
University of North Carolina at Wilmington 1986 — 1990
N/A, Computer Science
Coastal Carolina Community College 1996 — 1997
N/A, Computer Programming
Pamlico county high school 1982 — 1986
Fidelity Investments October 2014 - Present
CARQUEST July 2010 - October 2014
Fidelity Investments March 2007 - August 2010
North Carolina Department of Corrections August 2005 - March 2007
Knowledge Vector March 2005 - June 2005
MCI Corporation June 2004 - March 2005
GlaxoSmithKline May 2003 - December 2003
McClatchy Interactive 2000 - 2002
ACI Worldwide 1997 - 2000
Skills
JSP, Eclipse, Apache, Spring, Websphere, JavaScript, Java, SQL, Databases, Oracle, Java Enterprise Edition, Unix, SDLC, Leadership, Software Development, Integration, Architecture, Open Source Integration, Web Services, Web Applications, Analytics, Data Science, SOA, SOAP, REST, JDBC, JMS, EJB, Struts, Hibernate, R, Python, PL/SQL, JUnit, Linux, Shell Scripting, Ant, Software Design, Git, Core Java, WebSphere Application..., Enterprise Software, Performance Tuning, Requirements Analysis, Web Development, Maven, Enterprise Architecture, Unix Shell Scripting, Programming, CSS
Education
University of North Carolina at Wilmington 1986 — 1990
N/A, Computer Science
Coastal Carolina Community College 1996 — 1997
N/A, Computer Programming
Pamlico county high school 1982 — 1986
Brittany Slisher Brittany Slisher's Fidelity Investments Experience January 2015 - Present
Job PWI Search Scrum Master at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2011 - Present
Fidelity Investments July 2014 - December 2014
Fidelity Investments January 2014 - March 2014
Itron Inc. January 2010 - August 2010
Skills
Analysis, Team Leadership, Project Management, Requirements Analysis, Requirements Gathering, Agile Methodolgy, SharePoint, SDL Tridion, Creative Problem Solving, Scrum Master, Prioritize Workload, Organization &..., SEO, Customer Satisfaction, Customer Support, Enterprise Search, Software System Analysis, Agile Testing, Test Cases, Testing, Communication Skills, Scrum, Agile Methodologies, Software Project..., Systems Analysis, Agile Project Management, PMP
Education
Clemson University 2008 — 2011
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Southern Wesleyan University 2006 — 2007
BS in Computer Science, Business Administration and Management, General
Fidelity Investments January 2015 - Present
Fidelity Investments May 2011 - Present
Fidelity Investments July 2014 - December 2014
Fidelity Investments January 2014 - March 2014
Itron Inc. January 2010 - August 2010
Skills
Analysis, Team Leadership, Project Management, Requirements Analysis, Requirements Gathering, Agile Methodolgy, SharePoint, SDL Tridion, Creative Problem Solving, Scrum Master, Prioritize Workload, Organization &..., SEO, Customer Satisfaction, Customer Support, Enterprise Search, Software System Analysis, Agile Testing, Test Cases, Testing, Communication Skills, Scrum, Agile Methodologies, Software Project..., Systems Analysis, Agile Project Management, PMP
Education
Clemson University 2008 — 2011
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Southern Wesleyan University 2006 — 2007
BS in Computer Science, Business Administration and Management, General
Shae Linehan Shae Linehan's Fidelity Investments Experience September 2015 - Present
Job Financial Rep
Industry Consumer Goods
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments April 2014 - Present
Edward Jones January 2014 - Present
Fidelity Investments March 2015 - September 2015
Techtronics Industries March 2009 - July 2013
Skills
Consumer Products, Key Account Management, Key Account Development, Sales Management, Sales Operations, Competitive Analysis, Account Management, Product Marketing, Product Launch, Cross-functional Team..., Sales Presentations, Product Development, National Accounts, Market Planning, Pricing, P&L Management, Merchandising, Pricing Strategy, Brand Management, Forecasting, Marketing Management, Market Analysis, Retail, Trade Shows, Direct Sales, Sales Process, Income Statement, Selling, Inventory Management, Product Management, Sales, Market Research, Cold Calling, International Sales
Education
Clemson University 2011 — 2013
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management, 3.45
Florida State University 2002 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.4
Fidelity Investments September 2015 - Present
Fidelity Investments April 2014 - Present
Edward Jones January 2014 - Present
Fidelity Investments March 2015 - September 2015
Techtronics Industries March 2009 - July 2013
Skills
Consumer Products, Key Account Management, Key Account Development, Sales Management, Sales Operations, Competitive Analysis, Account Management, Product Marketing, Product Launch, Cross-functional Team..., Sales Presentations, Product Development, National Accounts, Market Planning, Pricing, P&L Management, Merchandising, Pricing Strategy, Brand Management, Forecasting, Marketing Management, Market Analysis, Retail, Trade Shows, Direct Sales, Sales Process, Income Statement, Selling, Inventory Management, Product Management, Sales, Market Research, Cold Calling, International Sales
Education
Clemson University 2011 — 2013
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management, 3.45
Florida State University 2002 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.4
Henry Vogel's Fidelity Investments Experience July 2007 - June 2008
Job Novelist at Rampant Loon Press
Industry Computer Software
Experience
Rampant Loon Press April 2014 - Present
Castle Worldwide, Inc. May 2011 - Present
Henry Vogel May 2006 - Present
Itron June 2009 - May 2011
CC Intelligent Solutions June 2008 - March 2009
Fidelity Investments July 2007 - June 2008
CC Intelligent Solutions June 2004 - July 2007
AIMCO 1999 - 2000
Metro Information Services 1998 - 2000
Datastream 1993 - 1997
Skills
Web Testing, Black Box Testing, Test Planning, Quality Assurance, Agile, Scrum, Testing, Software Quality..., Test Cases, Visual Studio, Agile Methodologies, Test Automation, Agile Project Management, Creative Writing, Requirements Analysis, SDLC, Story Structure, Storytelling, Integration, QTP, Quality Center, SQL, .NET, Unix, User Acceptance Testing, System Testing, Waterfall, Regression Testing, TFS
Education
Clemson University 1981 — 1984
Computer Science, English
Rampant Loon Press April 2014 - Present
Castle Worldwide, Inc. May 2011 - Present
Henry Vogel May 2006 - Present
Itron June 2009 - May 2011
CC Intelligent Solutions June 2008 - March 2009
Fidelity Investments July 2007 - June 2008
CC Intelligent Solutions June 2004 - July 2007
AIMCO 1999 - 2000
Metro Information Services 1998 - 2000
Datastream 1993 - 1997
Skills
Web Testing, Black Box Testing, Test Planning, Quality Assurance, Agile, Scrum, Testing, Software Quality..., Test Cases, Visual Studio, Agile Methodologies, Test Automation, Agile Project Management, Creative Writing, Requirements Analysis, SDLC, Story Structure, Storytelling, Integration, QTP, Quality Center, SQL, .NET, Unix, User Acceptance Testing, System Testing, Waterfall, Regression Testing, TFS
Education
Clemson University 1981 — 1984
Computer Science, English
Luke White Luke White's Fidelity Investments Experience December 2013 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments July 2013 - December 2013
Fidelity Investments May 2012 - August 2012
Tedeschi Food Shops, Inc. May 2011 - August 2011
Skills
Business Process..., Unified Modeling..., Structured Query..., Java Programming, C/C++ Programming, Leadership, Public Speaking, Microsoft Office Suite, Data Analysis, Agile & Waterfall..., Java
Education
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Fidelity Investments December 2013 - Present
Fidelity Investments July 2013 - December 2013
Fidelity Investments May 2012 - August 2012
Tedeschi Food Shops, Inc. May 2011 - August 2011
Skills
Business Process..., Unified Modeling..., Structured Query..., Java Programming, C/C++ Programming, Leadership, Public Speaking, Microsoft Office Suite, Data Analysis, Agile & Waterfall..., Java
Education
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Jaime Estevez's Fidelity Investments Experience January 2015 - July 2015
Job Regional Sales Consultant at Highland Capital Management, L.P.
Industry Investment Management
Experience
Highland Capital Management, L.P. 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments June 2014 - January 2015
Skills
Alternative Investments, Mutual Funds, Financial Planning, Series 7, Series 66, Managed Accounts
Education
Clemson University 2010 — 2014
Bachelors, Economics
American Heritage School
Highland Capital Management, L.P. 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments June 2014 - January 2015
Skills
Alternative Investments, Mutual Funds, Financial Planning, Series 7, Series 66, Managed Accounts
Education
Clemson University 2010 — 2014
Bachelors, Economics
American Heritage School
Cory Thalheimer Cory Thalheimer's Fidelity Investments Experience June 2013 - August 2013
Job Director of Operations, Purdue Track and Field
Industry Sports
Experience
Purdue University Track and Field August 2015 - Present
Clemson University Track and Field August 2013 - August 2015
Fidelity Investments June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
EMC June 2009 - August 2009
EMC June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Excel, Word, Time Management, Leadership, Teamwork, Team Leadership, Strategic Planning, Business Planning, Analysis, Project Management
Education
Clemson University 2013 — 2015
Masters, Human Resources Development
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Business Management
University of Rhode Island 2008 — 2009
Business
Purdue University Track and Field August 2015 - Present
Clemson University Track and Field August 2013 - August 2015
Fidelity Investments June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
EMC June 2009 - August 2009
EMC June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Excel, Word, Time Management, Leadership, Teamwork, Team Leadership, Strategic Planning, Business Planning, Analysis, Project Management
Education
Clemson University 2013 — 2015
Masters, Human Resources Development
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Business Management
University of Rhode Island 2008 — 2009
Business
Kyle Swarner's Fidelity Investments Experience June 2010 - Present
Job Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2010 - Present
Clemson Computing and Information Technology May 2007 - June 2010
Duke Energy, Oconee Nuclear Station May 2009 - August 2009
Skills
Spring, Eclipse, Java, Web Services, Agile, XML, C, C++, JavaScript, SQL, OOP, HTML, CSS, HTML5, JSP, Struts, AJAX, ClearCase, Tomcat, Ant, JUnit, Software Development, Ruby, Ruby on Rails, Java Enterprise Edition, Object Oriented Design, Agile Methodologies
Education
Clemson University 2006 — 2010
BS, Computer Engineering
Fidelity Investments June 2010 - Present
Clemson Computing and Information Technology May 2007 - June 2010
Duke Energy, Oconee Nuclear Station May 2009 - August 2009
Skills
Spring, Eclipse, Java, Web Services, Agile, XML, C, C++, JavaScript, SQL, OOP, HTML, CSS, HTML5, JSP, Struts, AJAX, ClearCase, Tomcat, Ant, JUnit, Software Development, Ruby, Ruby on Rails, Java Enterprise Edition, Object Oriented Design, Agile Methodologies
Education
Clemson University 2006 — 2010
BS, Computer Engineering
Katelyn Deacy Katelyn Deacy's Fidelity Investments Experience January 2014 - Present
Job Interim Claims & Appeals Case Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments June 2012 - Present
Gateway House January 2011 - May 2011
Skills
Mental Health, Psychology, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Public Speaking
Education
Clemson University 2008 — 2012
Psychology B.A., Psychology, Business Administration
Fidelity Investments January 2014 - Present
Fidelity Investments June 2012 - Present
Gateway House January 2011 - May 2011
Skills
Mental Health, Psychology, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Public Speaking
Education
Clemson University 2008 — 2012
Psychology B.A., Psychology, Business Administration
Anish Dasappan Anish Dasappan's Fidelity Investments Experience May 2015 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments August 2012 - May 2015
TCS October 2007 - August 2012
EMC February 2012 - June 2012
Skills
AngularJS, Spring Framework, Unix, Servlets, JSP, Core Java, Linux, Unix Shell Scripting, AJAX, Storage, Scala, JMS, MyBatis, HTML5, Git
Education
Cochin University of Science and Technology 2003 — 2007
B.Tech, Computer Science & Engineering
NSS HSS
Fidelity Investments May 2015 - Present
Fidelity Investments August 2012 - May 2015
TCS October 2007 - August 2012
EMC February 2012 - June 2012
Skills
AngularJS, Spring Framework, Unix, Servlets, JSP, Core Java, Linux, Unix Shell Scripting, AJAX, Storage, Scala, JMS, MyBatis, HTML5, Git
Education
Cochin University of Science and Technology 2003 — 2007
B.Tech, Computer Science & Engineering
NSS HSS
stephane pageau stephane pageau's Fidelity Investments Experience January 2012 - Present
Job Senior Software Developer Engineer
Industry Computer Software
Experience
Fidelity Investments January 2012 - Present
Principle Solutions Group September 2011 - January 2012
Applied Research Associates, Inc. August 1997 - September 2011
ABAQUS February 1995 - August 1997
Skills
C#, ASP.NET, ASP, C++, Software Development, C, Fortran, Simulations, Java, XML, High Performance..., Unix, Software Engineering, Linux, System Architecture, Algorithms, Systems Engineering, Finite Element Analysis, Software Project..., SQL, Distributed Systems, Requirements Analysis, Web Services, Software Design
Education
Clemson University 1992 — 1995
PhD, Engineering Mechanics
Clemson University 1990 — 1992
MS, Engineering Mechanics
Conservatoire National des Arts et Métiers 1987 — 1990
BS, General engineering, emphasis in manufacturing
Fidelity Investments January 2012 - Present
Principle Solutions Group September 2011 - January 2012
Applied Research Associates, Inc. August 1997 - September 2011
ABAQUS February 1995 - August 1997
Skills
C#, ASP.NET, ASP, C++, Software Development, C, Fortran, Simulations, Java, XML, High Performance..., Unix, Software Engineering, Linux, System Architecture, Algorithms, Systems Engineering, Finite Element Analysis, Software Project..., SQL, Distributed Systems, Requirements Analysis, Web Services, Software Design
Education
Clemson University 1992 — 1995
PhD, Engineering Mechanics
Clemson University 1990 — 1992
MS, Engineering Mechanics
Conservatoire National des Arts et Métiers 1987 — 1990
BS, General engineering, emphasis in manufacturing
David Poudrier, CFP® David Poudrier, CFP®'s Fidelity Investments Experience October 2010 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Skills
Mutual Funds, Investment Strategies, Retirement Planning, Fixed Income, ETFs, Fixed Annuities, Options, Uniform Combined State..., Financial Markets, Equity Trading, Personal Finance, Model Portfolios, Stocks, Separately Managed..., People Skills, Municipal Bonds, Managed Money, Life Insurance, Variable Annuities, Cash Management, Microsoft Excel, College Savings Plans, Microsoft Word, Dependable Team Player, Works well with a team, Coachable
Education
Coastal Carolina University 2006 — 2010
Bachelor of Science (BS), Finance, General
Fidelity Investments October 2010 - Present
Skills
Mutual Funds, Investment Strategies, Retirement Planning, Fixed Income, ETFs, Fixed Annuities, Options, Uniform Combined State..., Financial Markets, Equity Trading, Personal Finance, Model Portfolios, Stocks, Separately Managed..., People Skills, Municipal Bonds, Managed Money, Life Insurance, Variable Annuities, Cash Management, Microsoft Excel, College Savings Plans, Microsoft Word, Dependable Team Player, Works well with a team, Coachable
Education
Coastal Carolina University 2006 — 2010
Bachelor of Science (BS), Finance, General
Lauryn Evans Lauryn Evans's Fidelity Investments Experience June 2014 - Present
Job Workplace Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Mariner Finance March 2013 - Present
Coastal Carolina University August 2010 - December 2013
Skills
Sales, PowerPoint, Portfolio Management, Financial Statement..., Financial Risk..., Stock Valuation, Microsoft Excel, Market Analysis, Microsoft Dynamics, Microsoft Word, Organizational..., Customer Satisfaction, Social Media Marketing, Vlookup, Finance
Education
Coastal Carolina University 2010 — 2013
Bachelor of Science (BS), Finance and Wealth Management, 3.28
Fidelity Investments June 2014 - Present
Mariner Finance March 2013 - Present
Coastal Carolina University August 2010 - December 2013
Skills
Sales, PowerPoint, Portfolio Management, Financial Statement..., Financial Risk..., Stock Valuation, Microsoft Excel, Market Analysis, Microsoft Dynamics, Microsoft Word, Organizational..., Customer Satisfaction, Social Media Marketing, Vlookup, Finance
Education
Coastal Carolina University 2010 — 2013
Bachelor of Science (BS), Finance and Wealth Management, 3.28
Ashima Sood's Fidelity Investments Experience July 2012 - Present
Job Software Engineer @ Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
BMW Manufacturing February 2012 - June 2012
Fidelity Investments June 2011 - August 2011
Central Institute of Educational Technology (NCERT) August 2010 - November 2010
Skills
Java, Dreamweaver, Programming, HTML, Eclipse, SQL, Word, Excel, Microsoft Office, PowerPoint, C++, JavaScript, Teamwork, Outlook, Windows, CSS, Databases, Analysis, JSP, Unix, SQL Server, SharePoint
Education
Clemson University 2009 — 2011
BS
Ansal Institute of Technology 2007 — 2009
Advanced Diploma
Fidelity Investments July 2012 - Present
BMW Manufacturing February 2012 - June 2012
Fidelity Investments June 2011 - August 2011
Central Institute of Educational Technology (NCERT) August 2010 - November 2010
Skills
Java, Dreamweaver, Programming, HTML, Eclipse, SQL, Word, Excel, Microsoft Office, PowerPoint, C++, JavaScript, Teamwork, Outlook, Windows, CSS, Databases, Analysis, JSP, Unix, SQL Server, SharePoint
Education
Clemson University 2009 — 2011
BS
Ansal Institute of Technology 2007 — 2009
Advanced Diploma
Siddhartha Seksaria Siddhartha Seksaria's Fidelity Investments Experience January 2015 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - December 2014
Fidelity Investments July 2011 - December 2012
Fidelity Investments January 2009 - June 2011
Fidelity Investments July 2007 - December 2008
Skills
Informatica, Shell Scripting, PL/SQL, Perl, Unix, SQL, SQL Server, Data Warehousing, HTML, ClearCase, DB2, Agile, Control-M, Unix Shell Scripting, Oracle SQL, Oracle E-Business Suite, Oracle Applications, ASP.NET, iPhone development, iPhone, Core Java, JavaScript, Java, DAC, OBIEE, BI Publisher, Database Design, Query Optimization, Objective-C, Interface Builder
Education
Cochin University of Science and Technology 2003 — 2007
B.Tech, Electronics
Puranchandra Vidyaniketan
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - December 2014
Fidelity Investments July 2011 - December 2012
Fidelity Investments January 2009 - June 2011
Fidelity Investments July 2007 - December 2008
Skills
Informatica, Shell Scripting, PL/SQL, Perl, Unix, SQL, SQL Server, Data Warehousing, HTML, ClearCase, DB2, Agile, Control-M, Unix Shell Scripting, Oracle SQL, Oracle E-Business Suite, Oracle Applications, ASP.NET, iPhone development, iPhone, Core Java, JavaScript, Java, DAC, OBIEE, BI Publisher, Database Design, Query Optimization, Objective-C, Interface Builder
Education
Cochin University of Science and Technology 2003 — 2007
B.Tech, Electronics
Puranchandra Vidyaniketan
Lauren LaJoe Lauren LaJoe's Fidelity Investments Experience January 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - December 2014
Cleveland Clinic January 2013 - May 2013
Janus Small Assoc May 2011 - September 2011
Education
Cleveland State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance Economics
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - December 2014
Cleveland Clinic January 2013 - May 2013
Janus Small Assoc May 2011 - September 2011
Education
Cleveland State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance Economics
David Valko's Fidelity Investments Experience October 2006 - November 2009
Job Product Owner, aMind Web Framework at aMind Solutions
Industry Computer Software
Experience
aMind Solutions September 2012 - Present
aMind Solutions June 2009 - Present
Fidelity Investments October 2006 - November 2009
Fidelity Investments May 1999 - September 2006
Maxim Group February 1999 - May 1999
Keithley Instruments February 1997 - February 1999
Skills
Web Services, SOA, C#, XML, Microsoft SQL Server, Software Development, SQL, Software Architectural..., Java, Java Enterprise Edition, Siebel, C++, Team Leadership, Integration, Enterprise Software, Enterprise Architecture, Object Oriented Design, Oracle, Requirements Analysis, JavaScript, Solution Architecture, .NET, Software Design, UML, Architecture, Agile Methodologies, Scrum, Spring Framework, Distributed Systems, CSS, Software Project..., SDLC, Business Analysis
Education
Cleveland State University 1994 — 1998
Bachelor of Science, Mathematics
Cleveland State University 1992 — 1998
Bachelor of Science, Computer Science
aMind Solutions September 2012 - Present
aMind Solutions June 2009 - Present
Fidelity Investments October 2006 - November 2009
Fidelity Investments May 1999 - September 2006
Maxim Group February 1999 - May 1999
Keithley Instruments February 1997 - February 1999
Skills
Web Services, SOA, C#, XML, Microsoft SQL Server, Software Development, SQL, Software Architectural..., Java, Java Enterprise Edition, Siebel, C++, Team Leadership, Integration, Enterprise Software, Enterprise Architecture, Object Oriented Design, Oracle, Requirements Analysis, JavaScript, Solution Architecture, .NET, Software Design, UML, Architecture, Agile Methodologies, Scrum, Spring Framework, Distributed Systems, CSS, Software Project..., SDLC, Business Analysis
Education
Cleveland State University 1994 — 1998
Bachelor of Science, Mathematics
Cleveland State University 1992 — 1998
Bachelor of Science, Computer Science
Mahesh Ananthanarayanan Mahesh Ananthanarayanan's Fidelity Investments Experience July 2013 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments October 2011 - June 2013
Citrix Systems July 2011 - September 2011
Tech Mahindra Ltd June 2007 - July 2009
Skills
Agile Methodologies, Perl, Unix, C, MySQL, Requirements Analysis, PHP, C++, Test Automation, HTML, CSS, Linux, QTP, Quality Center, Quality Assurance, Black Box Testing, Defect Tracking, Agile, Unit Testing, Regression Testing, Java, XML, ESQL, Testing, Integration, Web Development, Manual Testing, Web Services, Oracle, SQL, Databases, Cloud Computing
Education
Clemson University 2009 — 2011
Master of Science, Computer Science
RNS Institute of Technology, Bangalore 2003 — 2007
Bachelor of Engineering, Information Science
Fidelity Investments July 2013 - Present
Fidelity Investments October 2011 - June 2013
Citrix Systems July 2011 - September 2011
Tech Mahindra Ltd June 2007 - July 2009
Skills
Agile Methodologies, Perl, Unix, C, MySQL, Requirements Analysis, PHP, C++, Test Automation, HTML, CSS, Linux, QTP, Quality Center, Quality Assurance, Black Box Testing, Defect Tracking, Agile, Unit Testing, Regression Testing, Java, XML, ESQL, Testing, Integration, Web Development, Manual Testing, Web Services, Oracle, SQL, Databases, Cloud Computing
Education
Clemson University 2009 — 2011
Master of Science, Computer Science
RNS Institute of Technology, Bangalore 2003 — 2007
Bachelor of Engineering, Information Science
Angela Ost Angela Ost's Fidelity Investments Experience 2007 - 2008
Job Senior Associate at Mercer
Industry Financial Services
Experience
Mercer March 2008 - Present
Fidelity Investments 2007 - 2008
Veracor Consulting Group 2004 - 2007
Principal Financial Group 2003 - 2004
Principal Financial Group 2001 - 2003
Principal Financial Group 1998 - 2001
Principal Financial Group 1994 - 1998
Skills
401k, Series 63, Profit Sharing, Defined Contribution, Investments, Retirement Plan..., Series 7, Series 65
Education
Clemson University - College of Business and Behavioral Science 1989 — 1993
Bachelor of Science (B.S.), Marketing
Westminster Christian School 1985 — 1989
Mercer March 2008 - Present
Fidelity Investments 2007 - 2008
Veracor Consulting Group 2004 - 2007
Principal Financial Group 2003 - 2004
Principal Financial Group 2001 - 2003
Principal Financial Group 1998 - 2001
Principal Financial Group 1994 - 1998
Skills
401k, Series 63, Profit Sharing, Defined Contribution, Investments, Retirement Plan..., Series 7, Series 65
Education
Clemson University - College of Business and Behavioral Science 1989 — 1993
Bachelor of Science (B.S.), Marketing
Westminster Christian School 1985 — 1989
Ryan Moone Ryan Moone's Fidelity Investments Experience October 2013 - Present
Job Fund of Funds Trade Ops at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments September 2010 - October 2013
Wells Fargo December 2008 - September 2010
Skills
Investments, Financial Services, Financial Analysis, Securities, Microsoft Excel, Finance, Mutual Funds, Customer Service, Microsoft Office, Research, Training
Education
Coastal Carolina University 2003 — 2006
Bachelors of Science, Education
Fidelity Investments October 2013 - Present
Fidelity Investments September 2010 - October 2013
Wells Fargo December 2008 - September 2010
Skills
Investments, Financial Services, Financial Analysis, Securities, Microsoft Excel, Finance, Mutual Funds, Customer Service, Microsoft Office, Research, Training
Education
Coastal Carolina University 2003 — 2006
Bachelors of Science, Education
Kiran Uppuluri's Fidelity Investments Experience December 2011 - Present
Job Financial Services Workplace Investor Strategy
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments April 2010 - December 2011
Fidelity Investments September 2008 - March 2010
Deloitte Consulting 2001 - 2008
Skills
Management Consulting, Strategy, Business Strategy, Project Management, Financial Modeling, Program Management, Business Transformation, Product Management, Strategic Planning, Business Intelligence, Analytics, Finance
Education
University of Maryland - Robert H. Smith School of Business
MBA
Clemson University
MS, Mathematics
Indian Institute of Technology, Kharagpur
Fidelity Investments December 2011 - Present
Fidelity Investments April 2010 - December 2011
Fidelity Investments September 2008 - March 2010
Deloitte Consulting 2001 - 2008
Skills
Management Consulting, Strategy, Business Strategy, Project Management, Financial Modeling, Program Management, Business Transformation, Product Management, Strategic Planning, Business Intelligence, Analytics, Finance
Education
University of Maryland - Robert H. Smith School of Business
MBA
Clemson University
MS, Mathematics
Indian Institute of Technology, Kharagpur
Jason Noble Jason Noble's Fidelity Investments Experience January 2006 - March 2007
Job Experienced Financial Services Sales Leader
Industry Financial Services
Experience
TD Ameritrade November 2012 - July 2015
TD Ameritrade October 2009 - October 2012
TD Ameritrade March 2007 - September 2009
Fidelity Investments January 2006 - March 2007
Skills
Leadership, Management, Sales Hiring, People Management, Relationship Management, Portfolio Management, Leadership Development, Process Improvement, Investments, Asset Allocation, Series 24, Mutual Funds, Investment Strategies, Wealth Management, ETFs, Investment Advisory, Trading, Sales Management, Financial Planning, Strategic Financial..., Coaching, Financial Services, Retirement Planning, Finance, Training, Sales, Risk Management, Equities, Financial Risk, Uniform Combined State..., Series 66, Series 7, Series 63
Education
Coastal Carolina University 2000 — 2004
BA
TD Ameritrade November 2012 - July 2015
TD Ameritrade October 2009 - October 2012
TD Ameritrade March 2007 - September 2009
Fidelity Investments January 2006 - March 2007
Skills
Leadership, Management, Sales Hiring, People Management, Relationship Management, Portfolio Management, Leadership Development, Process Improvement, Investments, Asset Allocation, Series 24, Mutual Funds, Investment Strategies, Wealth Management, ETFs, Investment Advisory, Trading, Sales Management, Financial Planning, Strategic Financial..., Coaching, Financial Services, Retirement Planning, Finance, Training, Sales, Risk Management, Equities, Financial Risk, Uniform Combined State..., Series 66, Series 7, Series 63
Education
Coastal Carolina University 2000 — 2004
BA
Sam Grosser Sam Grosser's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Skills
Hospitality, Customer Service, Restaurant Management, Sales, PowerPoint, Teamwork, Customer Satisfaction, Event Planning, Marketing, Leadership, Microsoft Office, Social Media, Finance, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking
Education
Florida Atlantic University 2010 — 2012
International Business
Clemson University 2008 — 2010
Business
Fidelity Investments March 2015 - Present
Skills
Hospitality, Customer Service, Restaurant Management, Sales, PowerPoint, Teamwork, Customer Satisfaction, Event Planning, Marketing, Leadership, Microsoft Office, Social Media, Finance, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking
Education
Florida Atlantic University 2010 — 2012
International Business
Clemson University 2008 — 2010
Business
Matthew Lackay Matthew Lackay's Fidelity Investments Experience April 2008 - February 2009
Job Logistics Professional
Industry Logistics and Supply Chain
Experience
CEVA Logistics November 2014 - June 2015
CEVA Logistics March 2014 - November 2014
CEVA Logistics February 2013 - March 2014
CEVA Logistics January 2012 - February 2013
GLF Construction Corp June 2010 - July 2011
Fidelity Investments April 2008 - February 2009
M.C. of Florida, Inc October 2006 - April 2008
Merrill Lynch January 2006 - October 2006
Skills
Contract Management, Financial Analysis, Project Management, Logistics, Project Planning, Budgets, Leadership, Logistics Management, Procurement, Inventory Management, Management, Process Improvement, Operations Management, Supply Chain
Education
University of North Florida
Bachelor of Business Administration, Finance
Bond University - Australia 2003 — 2003
Study Aboad Program - Clemson University
Clemson University 2001 — 2003
CEVA Logistics November 2014 - June 2015
CEVA Logistics March 2014 - November 2014
CEVA Logistics February 2013 - March 2014
CEVA Logistics January 2012 - February 2013
GLF Construction Corp June 2010 - July 2011
Fidelity Investments April 2008 - February 2009
M.C. of Florida, Inc October 2006 - April 2008
Merrill Lynch January 2006 - October 2006
Skills
Contract Management, Financial Analysis, Project Management, Logistics, Project Planning, Budgets, Leadership, Logistics Management, Procurement, Inventory Management, Management, Process Improvement, Operations Management, Supply Chain
Education
University of North Florida
Bachelor of Business Administration, Finance
Bond University - Australia 2003 — 2003
Study Aboad Program - Clemson University
Clemson University 2001 — 2003
Derek Routhier Derek Routhier's Fidelity Investments Experience April 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments April 2013 - April 2015
Fidelity Investments April 2010 - April 2013
Clearwater Christian College January 2007 - December 2009
A. W. Chesterton Company May 2009 - August 2009
Skills
Series 7, Series 63, Problem Solving, Highly detail oriented, Team-oriented, Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Sales, Coaching, PowerPoint, Finance, Marketing, Team Building, Research, Leadership, Teamwork
Education
Clearwater Christian College 2006 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Fidelity Investments April 2015 - Present
Fidelity Investments April 2013 - April 2015
Fidelity Investments April 2010 - April 2013
Clearwater Christian College January 2007 - December 2009
A. W. Chesterton Company May 2009 - August 2009
Skills
Series 7, Series 63, Problem Solving, Highly detail oriented, Team-oriented, Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Sales, Coaching, PowerPoint, Finance, Marketing, Team Building, Research, Leadership, Teamwork
Education
Clearwater Christian College 2006 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Kyle Chambers's Fidelity Investments Experience May 2012 - August 2012
Job Bank Loan Specialist at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
Fidelity Investments May 2012 - August 2012
Chatham Bars Inn May 2011 - August 2011
Skills
Customer Service, Strategy, Analysis, Business Strategy, Data Analysis, Competitive Analysis, Financial Modeling
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services, Senior
State Street July 2013 - Present
Fidelity Investments May 2012 - August 2012
Chatham Bars Inn May 2011 - August 2011
Skills
Customer Service, Strategy, Analysis, Business Strategy, Data Analysis, Competitive Analysis, Financial Modeling
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services, Senior
Terrance Swanson Terrance Swanson's Fidelity Investments Experience March 2010 - Present
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Fidelity Investments April 2009 - March 2010
Fidelity Investments September 2008 - April 2009
Fidelity Investments March 2008 - September 2008
National City Bank June 2007 - March 2008
Skills
Financial Planning, Retirement Planning, Wealth Management
Education
Cleveland State University 2010 — 2012
Master's degree, Accounting, 3.3
Wright State University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Fidelity Investments March 2010 - Present
Fidelity Investments April 2009 - March 2010
Fidelity Investments September 2008 - April 2009
Fidelity Investments March 2008 - September 2008
National City Bank June 2007 - March 2008
Skills
Financial Planning, Retirement Planning, Wealth Management
Education
Cleveland State University 2010 — 2012
Master's degree, Accounting, 3.3
Wright State University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Michael Sexton Michael Sexton's Fidelity Investments Experience October 2015 - Present
Job Financial Services Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2015 - Present
Basement Technologies May 2015 - September 2015
Basement Technologies May 2013 - August 2013
Skills
Customer Service, Marketing, Account Management, Sales, Microsoft Excel, Microsoft Project, Microsoft Word, Lead Generation, Microsoft Office, PowerPoint, Teamwork, Social Media Marketing
Education
Coastal Carolina University 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General, Graduate
King Philip Regional High School
Fidelity Investments October 2015 - Present
Basement Technologies May 2015 - September 2015
Basement Technologies May 2013 - August 2013
Skills
Customer Service, Marketing, Account Management, Sales, Microsoft Excel, Microsoft Project, Microsoft Word, Lead Generation, Microsoft Office, PowerPoint, Teamwork, Social Media Marketing
Education
Coastal Carolina University 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General, Graduate
King Philip Regional High School
Don Rohde, CCP, CDMP, CBIP Don Rohde, CCP, CDMP, CBIP's Fidelity Investments Experience January 2011 - April 2011
Job Lead Business Data Architect
Industry Financial Services
Experience
PNC Financial Services June 2015 - Present
AIG May 2013 - June 2015
IBM April 2011 - May 2013
IBM Global Services March 2007 - May 2013
JPMorgan Chase September 2010 - December 2011
Fidelity Investments January 2011 - April 2011
WellPoint 2008 - June 2010
Erie Insurance 2003 - 2007
Covansys 2001 - 2003
National City Bank 1996 - 2000
Skills
Master Data Management, Business Intelligence, Data Management, Enterprise Architecture, Data Modeling, Data Warehousing, Data Quality, Solution Architecture, SDLC, Data Governance, BI Strategy Roadmap..., Databases, Data Integration, Architecture, DB2, Business Analysis, Business Objects, Architectures, ETL, Enterprise Software, IT Strategy, Information Technology, Integration, Oracle, Requirements Analysis, Strategy
Education
Cleveland State University 1985 — 1987
Executive MBA
Cleveland State University
Executive MBA
PNC Financial Services June 2015 - Present
AIG May 2013 - June 2015
IBM April 2011 - May 2013
IBM Global Services March 2007 - May 2013
JPMorgan Chase September 2010 - December 2011
Fidelity Investments January 2011 - April 2011
WellPoint 2008 - June 2010
Erie Insurance 2003 - 2007
Covansys 2001 - 2003
National City Bank 1996 - 2000
Skills
Master Data Management, Business Intelligence, Data Management, Enterprise Architecture, Data Modeling, Data Warehousing, Data Quality, Solution Architecture, SDLC, Data Governance, BI Strategy Roadmap..., Databases, Data Integration, Architecture, DB2, Business Analysis, Business Objects, Architectures, ETL, Enterprise Software, IT Strategy, Information Technology, Integration, Oracle, Requirements Analysis, Strategy
Education
Cleveland State University 1985 — 1987
Executive MBA
Cleveland State University
Executive MBA
David (D.J.) Burns's Fidelity Investments Experience May 2010 - June 2012
Job | Front Office Staff | Chicago White Sox TripleA Affiliate | Charlotte Knights
Industry Sports
Experience
Charlotte Knights February 2014 - Present
Charlotte, NC April 2013 - January 2014
Banco Santander August 2012 - January 2013
Fidelity Investments May 2010 - June 2012
Federazione Italiana Baseball Softball June 2007 - April 2010
Solomon Technology Solutions January 2007 - August 2009
R&L Management June 2006 - January 2007
Coastal Carolina University August 2005 - February 2006
Skills
Series 7, Sports Management, Sports Marketing, Investments, Business Development, Athlete Development, Athlete Marketing, Personal Development, Financial Services, Athletics, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Retirement, Wealth Management, Strategic Financial..., Series 65, Equities, Administrative..., Marketing, Writing, Sports, Finance, Insurance, Baseball, Sales, Relationship Management, Securities, Estate Planning, Portfolio Management, Asset Management, Recruiting, Mortgage Lending, Wealth, Leadership, Cold Calling, Building Relationships, Small Business, Cash Management, FINRA, Management, Human Resources
Education
Coastal Carolina University
B.S., Sports Management
Charlotte Knights February 2014 - Present
Charlotte, NC April 2013 - January 2014
Banco Santander August 2012 - January 2013
Fidelity Investments May 2010 - June 2012
Federazione Italiana Baseball Softball June 2007 - April 2010
Solomon Technology Solutions January 2007 - August 2009
R&L Management June 2006 - January 2007
Coastal Carolina University August 2005 - February 2006
Skills
Series 7, Sports Management, Sports Marketing, Investments, Business Development, Athlete Development, Athlete Marketing, Personal Development, Financial Services, Athletics, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Retirement, Wealth Management, Strategic Financial..., Series 65, Equities, Administrative..., Marketing, Writing, Sports, Finance, Insurance, Baseball, Sales, Relationship Management, Securities, Estate Planning, Portfolio Management, Asset Management, Recruiting, Mortgage Lending, Wealth, Leadership, Cold Calling, Building Relationships, Small Business, Cash Management, FINRA, Management, Human Resources
Education
Coastal Carolina University
B.S., Sports Management
Rob Iafrate, ABR, SRS, SRES's Fidelity Investments Experience December 1997 - August 2002
Job Residential Real Estate Adviser with Premier Florida Realty of SWFL
Industry Real Estate
Experience
Premier Florida Realty of SWFL October 2010 - Present
Fidelity Investments December 1997 - August 2002
Skills
Single Family Homes, Townhomes, Investors, Military Relocations, Veterans Benefits, Residential, Real Estate, Sellers, Short Sales, First Time Home Buyers, Selling, Buying, Foreclosures, REO, Listings, Buyer Representation, Negotiation, Condos, Rentals, Realty, Resale, Home Staging, Referrals, First Time Buyers, HUD, Veterans, Veterans Administration, Veterans Affairs
Education
Clemson University 1995 — 1997
Accounting
Smithfield High School 1991 — 1995
Diploma
Premier Florida Realty of SWFL October 2010 - Present
Fidelity Investments December 1997 - August 2002
Skills
Single Family Homes, Townhomes, Investors, Military Relocations, Veterans Benefits, Residential, Real Estate, Sellers, Short Sales, First Time Home Buyers, Selling, Buying, Foreclosures, REO, Listings, Buyer Representation, Negotiation, Condos, Rentals, Realty, Resale, Home Staging, Referrals, First Time Buyers, HUD, Veterans, Veterans Administration, Veterans Affairs
Education
Clemson University 1995 — 1997
Accounting
Smithfield High School 1991 — 1995
Diploma
Brady Gallagher, CFPM, CHS Brady Gallagher, CFPM, CHS's Fidelity Investments Experience May 2015 - Present
Job MBA Candidate at University of Florida
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
University of Florida 2015 - Present
Ponte Vedra Beach Resorts January 2015 - May 2015
Ponte Vedra Beach Resorts November 2013 - January 2015
Ruth's Chris Steak House March 2011 - November 2013
River City Cafe 2010 - 2011
Omni Hotels December 2008 - September 2010
FLG Hospitality October 2007 - November 2008
Four Seasons Hotels and Resorts April 2007 - August 2007
Coastal Carolina University 2002 - 2006
Skills
Budgeting, Customer Service, Costing, Inventory Management, Customer Relations, Purchasing, Sales Management, Planning, Pricing, Problem Solving, Vendor Relations, Forecasting, Coaching, Scheduling, Customer Satisfaction, Food & Beverage, Micros, Profit and Loss, Service Excellence, Process Scheduler, Project Planning, Budgets, Fine Dining, Time Management, Sales, Banquets, Target Costing, Catering, Menu Development, Resorts, Restaurants, Service Quality, Hospitality Industry, Restaurant Management, Management, Hospitality Management, Hotels, Hospitality, Wine, Income Statement, Food, Culinary Skills, Front Office, Cuisine, Wine Tasting, Profit, Hiring, Recruiting, Food Service, Pre-opening
Education
University of Florida - Warrington College of Business Administration 2015 — 2017
Master of Business Administration (MBA)
Coastal Carolina University 2002 — 2006
BSBA, Resort Tourism Management
Coastal Carolina University 2002 — 2006
BSBA, Tourism and Travel Services Management, Dean's List
Fidelity Investments May 2015 - Present
University of Florida 2015 - Present
Ponte Vedra Beach Resorts January 2015 - May 2015
Ponte Vedra Beach Resorts November 2013 - January 2015
Ruth's Chris Steak House March 2011 - November 2013
River City Cafe 2010 - 2011
Omni Hotels December 2008 - September 2010
FLG Hospitality October 2007 - November 2008
Four Seasons Hotels and Resorts April 2007 - August 2007
Coastal Carolina University 2002 - 2006
Skills
Budgeting, Customer Service, Costing, Inventory Management, Customer Relations, Purchasing, Sales Management, Planning, Pricing, Problem Solving, Vendor Relations, Forecasting, Coaching, Scheduling, Customer Satisfaction, Food & Beverage, Micros, Profit and Loss, Service Excellence, Process Scheduler, Project Planning, Budgets, Fine Dining, Time Management, Sales, Banquets, Target Costing, Catering, Menu Development, Resorts, Restaurants, Service Quality, Hospitality Industry, Restaurant Management, Management, Hospitality Management, Hotels, Hospitality, Wine, Income Statement, Food, Culinary Skills, Front Office, Cuisine, Wine Tasting, Profit, Hiring, Recruiting, Food Service, Pre-opening
Education
University of Florida - Warrington College of Business Administration 2015 — 2017
Master of Business Administration (MBA)
Coastal Carolina University 2002 — 2006
BSBA, Resort Tourism Management
Coastal Carolina University 2002 — 2006
BSBA, Tourism and Travel Services Management, Dean's List
Kelly Poulsen's Fidelity Investments Experience July 2009 - June 2014
Job Business Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
CBS Corporation June 2014 - March 2015
Fidelity Investments July 2009 - June 2014
Lockheed Martin May 2008 - July 2008
AOL May 2007 - July 2007
AOL May 2006 - August 2006
Skills
Waterfall, Requirements Gathering, Agile Methodologies, Systems Analysis, Quality Assurance, Requirements Analysis, SQL, SharePoint, JIRA, Autosys, Software Development, Software Engineering, Project Management, Oracle
Education
Clemson University 2005 — 2009
BS, Computer Science
Chantilly High School
JPMorgan Chase & Co. May 2015 - Present
CBS Corporation June 2014 - March 2015
Fidelity Investments July 2009 - June 2014
Lockheed Martin May 2008 - July 2008
AOL May 2007 - July 2007
AOL May 2006 - August 2006
Skills
Waterfall, Requirements Gathering, Agile Methodologies, Systems Analysis, Quality Assurance, Requirements Analysis, SQL, SharePoint, JIRA, Autosys, Software Development, Software Engineering, Project Management, Oracle
Education
Clemson University 2005 — 2009
BS, Computer Science
Chantilly High School
Jonathan Baulch Jonathan Baulch's Fidelity Investments Experience May 2015 - Present
Job Data Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments January 2013 - June 2014
Fidelity Investments June 2011 - January 2013
Fiserv May 2010 - August 2010
Cardinal Health May 2008 - August 2008
Skills
SQL, Data Warehousing, Business Analysis, Agile Methodologies, Data Modeling, Requirements Analysis, Databases, Database Design, Scrum, ETL, Business Intelligence, PL/SQL, Data Analysis, Oracle, Apache Spark, Cassandra
Education
Clemson University 2007 — 2011
BS, Computer Science
Clemson University 2007 — 2011
Minor, Spanish
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments January 2013 - June 2014
Fidelity Investments June 2011 - January 2013
Fiserv May 2010 - August 2010
Cardinal Health May 2008 - August 2008
Skills
SQL, Data Warehousing, Business Analysis, Agile Methodologies, Data Modeling, Requirements Analysis, Databases, Database Design, Scrum, ETL, Business Intelligence, PL/SQL, Data Analysis, Oracle, Apache Spark, Cassandra
Education
Clemson University 2007 — 2011
BS, Computer Science
Clemson University 2007 — 2011
Minor, Spanish
Reddy Harish Chennaihgari Reddy Harish Chennaihgari's Fidelity Investments Experience June 2011 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2011 - Present
SunGard Financial Systems December 2001 - June 2011
Foliage June 2000 - November 2001
Lucent Technologies May 1999 - June 2000
Hitachi Magnetics June 1998 - May 1999
British Petroleum June 1997 - June 1998
Education
Cleveland State University 1996 — 1997
MS, Computer Science
Osmania University 1992 — 1996
BE, Electronics and Communication
Fidelity Investments June 2011 - Present
SunGard Financial Systems December 2001 - June 2011
Foliage June 2000 - November 2001
Lucent Technologies May 1999 - June 2000
Hitachi Magnetics June 1998 - May 1999
British Petroleum June 1997 - June 1998
Education
Cleveland State University 1996 — 1997
MS, Computer Science
Osmania University 1992 — 1996
BE, Electronics and Communication
Jonas Zhou Jonas Zhou's Fidelity Investments Experience July 1998 - May 2001
Job Founder & President at PJ Global Technology
Industry Computer Software
Experience
Parasoft August 2012 - Present
PJ Global Technology October 2002 - Present
Fidelity Investments July 1998 - May 2001
Skills
Enterprise Software, Start-ups, Software Development, Process Improvement, Product Management, Professional Services, Quality Assurance, Solution Selling, Project Management, Business Development, Integration, Team Building, Lead Generation, Software Project..., Program Management
Education
Clarkson University 1989 — 1991
Master of Science (M.S.), Computer Engineering
Shanghai Jiao Tong University 1979 — 1983
Bachelor of Science (BS), Computer Science
Parasoft August 2012 - Present
PJ Global Technology October 2002 - Present
Fidelity Investments July 1998 - May 2001
Skills
Enterprise Software, Start-ups, Software Development, Process Improvement, Product Management, Professional Services, Quality Assurance, Solution Selling, Project Management, Business Development, Integration, Team Building, Lead Generation, Software Project..., Program Management
Education
Clarkson University 1989 — 1991
Master of Science (M.S.), Computer Engineering
Shanghai Jiao Tong University 1979 — 1983
Bachelor of Science (BS), Computer Science
John Denniston's Fidelity Investments Experience May 2011 - March 2013
Job Agency Manager at Allstate Insurance Kurt Wicks Agency
Industry Insurance
Experience
Allstate Insurance - Kurt Wicks Agency August 2015 - Present
Allstate Insurance - Kurt Wicks Agency April 2013 - Present
Fidelity Investments May 2011 - March 2013
BROWN BROTHERS HARRIMAN & CO September 2008 - May 2011
NEW HAMPSHIRE FISHER CATS May 2007 - September 2007
Skills
CRM, Process Improvement, Investments, Analysis, Event Planning, Sales, Program Management, Leadership, Training, Negotiation, Banking, Equities, Fixed Income, Financial Analysis, Time Management, Financial Services, Research, Risk Management, Account Management, Customer Service, Mutual Funds, Asset Allocation, New Business Development, Securities
Education
Clemson University - College of Business and Behavioral Science 2003 — 2008
BS, Marketing
Clemson University
BS, Marketing
Allstate Insurance - Kurt Wicks Agency August 2015 - Present
Allstate Insurance - Kurt Wicks Agency April 2013 - Present
Fidelity Investments May 2011 - March 2013
BROWN BROTHERS HARRIMAN & CO September 2008 - May 2011
NEW HAMPSHIRE FISHER CATS May 2007 - September 2007
Skills
CRM, Process Improvement, Investments, Analysis, Event Planning, Sales, Program Management, Leadership, Training, Negotiation, Banking, Equities, Fixed Income, Financial Analysis, Time Management, Financial Services, Research, Risk Management, Account Management, Customer Service, Mutual Funds, Asset Allocation, New Business Development, Securities
Education
Clemson University - College of Business and Behavioral Science 2003 — 2008
BS, Marketing
Clemson University
BS, Marketing
Lauren Greico-Hrivnak Lauren Greico-Hrivnak's Fidelity Investments Experience March 2015 - Present
Job Senior Director Product and Project Strategist at Fidelity Investments (National Financial)
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Morgan Stanley Smith Barney October 2008 - August 2014
Smith Barney May 2007 - October 2008
Smith Barney July 2005 - May 2007
Smith Barney February 2002 - July 2005
Gruntal & Co. July 2000 - June 2002
Skills
Portfolio Management, Wealth Management, Retirement Planning, Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Uniform Combined State..., Series 24, FINRA, 401k, ETFs, Financial Services, Securities, Strategic Financial..., Financial Planning
Education
Coastal Carolina University 1996 — 2000
BA, Finance
Fidelity Investments March 2015 - Present
Morgan Stanley Smith Barney October 2008 - August 2014
Smith Barney May 2007 - October 2008
Smith Barney July 2005 - May 2007
Smith Barney February 2002 - July 2005
Gruntal & Co. July 2000 - June 2002
Skills
Portfolio Management, Wealth Management, Retirement Planning, Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Uniform Combined State..., Series 24, FINRA, 401k, ETFs, Financial Services, Securities, Strategic Financial..., Financial Planning
Education
Coastal Carolina University 1996 — 2000
BA, Finance
Chuck Schroeder Chuck Schroeder's Fidelity Investments Experience April 2012 - Present
Job Estimation Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2012 - Present
Ateb, Inc. August 2008 - May 2011
Lowes Companies July 2007 - July 2008
Progress Energy November 2005 - July 2007
SpectraSite, Inc. November 2000 - November 2005
IBM October 1999 - October 2000
IBM April 1996 - September 1999
Skills
Business Analysis, Vendor Management, Agile Methodologies, SDLC, Enterprise Architecture, Software Development, Visio, Integration, SQL, Program Management, Software Project..., Business Process..., Process Improvement, Change Management, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2006
N/A, Progress Energy Leadership Program
Cleveland State University 1972 — 1980
BS, Computer Information Science
Fidelity Investments April 2012 - Present
Ateb, Inc. August 2008 - May 2011
Lowes Companies July 2007 - July 2008
Progress Energy November 2005 - July 2007
SpectraSite, Inc. November 2000 - November 2005
IBM October 1999 - October 2000
IBM April 1996 - September 1999
Skills
Business Analysis, Vendor Management, Agile Methodologies, SDLC, Enterprise Architecture, Software Development, Visio, Integration, SQL, Program Management, Software Project..., Business Process..., Process Improvement, Change Management, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2006
N/A, Progress Energy Leadership Program
Cleveland State University 1972 — 1980
BS, Computer Information Science
Mike Verroi's Fidelity Investments Experience 2010 - Present
Job VP, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Futurity First Insurance Group 2008 - 2009
MetLife Resources 2008 - 2008
New England Financial 2003 - 2008
New York Life Insurance 1991 - 2003
Skills
Retirement Planning, Training, Series 7, Mutual Funds, Leadership, Insurance, Retirement, Management, Estate Planning, Disability Insurance, Wealth Management, Sales, Sales Management, Fixed Annuities, 401k, Strategic Financial..., Small Business
Education
San Jose State University 1986 — 1988
MBA, Business Administration
Clemson University 1980 — 1984
BS, Mechanical Engineering
Fidelity Investments 2010 - Present
Futurity First Insurance Group 2008 - 2009
MetLife Resources 2008 - 2008
New England Financial 2003 - 2008
New York Life Insurance 1991 - 2003
Skills
Retirement Planning, Training, Series 7, Mutual Funds, Leadership, Insurance, Retirement, Management, Estate Planning, Disability Insurance, Wealth Management, Sales, Sales Management, Fixed Annuities, 401k, Strategic Financial..., Small Business
Education
San Jose State University 1986 — 1988
MBA, Business Administration
Clemson University 1980 — 1984
BS, Mechanical Engineering
Jeff Ungurean Jeff Ungurean's Fidelity Investments Experience April 2015 - Present
Job Director, Implementation Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Goldman Sachs December 2012 - April 2015
Goldman Sachs May 2011 - December 2012
Morgan Stanley Smith Barney July 2007 - May 2011
Citigroup June 2005 - June 2007
SCHOTT AG June 2004 - August 2004
Skills
Mergers, Vendor Management, Portfolio Management, Mergers & Acquisitions, Business Strategy, Business Analysis, Risk Management, Financial Services, Product Management, Cross-functional Team..., Analytics, Strategy, IT Strategy, Competitive Analysis, Program Management, Management, Project Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), with Distinction
Coastal Carolina University 2003 — 2005
B.S. in Business Administration, Management
University of Akron 2001 — 2002
Electrical Engineering
Drexel University 1998 — 2000
Electrical Engineering
Fidelity Investments April 2015 - Present
Goldman Sachs December 2012 - April 2015
Goldman Sachs May 2011 - December 2012
Morgan Stanley Smith Barney July 2007 - May 2011
Citigroup June 2005 - June 2007
SCHOTT AG June 2004 - August 2004
Skills
Mergers, Vendor Management, Portfolio Management, Mergers & Acquisitions, Business Strategy, Business Analysis, Risk Management, Financial Services, Product Management, Cross-functional Team..., Analytics, Strategy, IT Strategy, Competitive Analysis, Program Management, Management, Project Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), with Distinction
Coastal Carolina University 2003 — 2005
B.S. in Business Administration, Management
University of Akron 2001 — 2002
Electrical Engineering
Drexel University 1998 — 2000
Electrical Engineering
Robert Riccardi CFP® Robert Riccardi CFP®'s Fidelity Investments Experience November 1993 - January 2008
Job Financial Advisor
Industry Financial Services
Experience
Ritter Daniher Financial Advisory, LLC April 2008 - February 2012
Fidelity Investments November 1993 - January 2008
Education
Cleveland State University 1991 — 1993
BBA, Finance
Ritter Daniher Financial Advisory, LLC April 2008 - February 2012
Fidelity Investments November 1993 - January 2008
Education
Cleveland State University 1991 — 1993
BBA, Finance
Angela Casale Angela Casale's Fidelity Investments Experience July 2011 - June 2014
Job Financial services
Industry Financial Services
Experience
Fidelity Investments July 2011 - June 2014
Fidelity Investments March 2010 - July 2011
Fidelity Investments January 2010 - March 2010
Fidelity Investments January 2008 - June 2009
Fidelity Investments January 2007 - January 2008
Skills
series 9/10, Series 7, Series 63, Series 66, Mutual Funds, Wealth Management, Financial Services, Retirement Planning, Securities, Financial Planning, Equities, Finance, Broker-Dealer Compliance, Relationship Management, Portfolio Management
Education
Clemson University 2012 — 2013
Master of Business Administration (MBA), MBA, 3.7 out of 4
Florida State University 2002 — 2006
Marketing, Business, Management, Marketing, and Related Support Services, 3.5 out of 4
Fidelity Investments July 2011 - June 2014
Fidelity Investments March 2010 - July 2011
Fidelity Investments January 2010 - March 2010
Fidelity Investments January 2008 - June 2009
Fidelity Investments January 2007 - January 2008
Skills
series 9/10, Series 7, Series 63, Series 66, Mutual Funds, Wealth Management, Financial Services, Retirement Planning, Securities, Financial Planning, Equities, Finance, Broker-Dealer Compliance, Relationship Management, Portfolio Management
Education
Clemson University 2012 — 2013
Master of Business Administration (MBA), MBA, 3.7 out of 4
Florida State University 2002 — 2006
Marketing, Business, Management, Marketing, and Related Support Services, 3.5 out of 4
Rae Brosnan's Fidelity Investments Experience June 2013 - January 2014
Job
Industry Design
Experience
FinancialForce.com April 2014 - Present
Fidelity Investments June 2013 - January 2014
E*TRADE Financial March 2012 - June 2013
JPMorgan Chase January 2010 - March 2012
TD Ameritrade March 2007 - September 2009
Teach For America August 2006 - March 2007
Columbia University January 2005 - August 2006
Johns Hopkins University June 2002 - November 2004
Booz Allen Hamilton January 2000 - June 2002
Interactive Technologies Corporation 1998 - 2000
Skills
User Experience, User-centered Design, User Analysis, Usability Testing, Axure, OmniGraffle, Visio, Human Computer..., SDLC, Management, Photoshop, Wireframes, Usability, User Interface, Persona, User Scenarios, Information Architecture, User Research, Interaction Design, User Interface Design, Heuristic Evaluation, User Experience Design, Information Design, Usability Engineering, Web Applications, Requirements Gathering, Project Management, Contextual Inquiry, Experience Design, Card Sorting, Paper Prototyping, Process Improvement, Site Maps, Product Development, Rapid Prototyping, Competitive Analysis, Web Analytics, Web Design, Wire Framing, Task Analysis, Strategy, Web Project Management, Data Visualization, Digital Strategy, Design Strategy, Functional..., Ethnography, Storyboarding, Design Thinking, Accessibility
Education
Indiana University 1997 — 1999
MS
Clemson University 1994 — 1996
BA
FinancialForce.com April 2014 - Present
Fidelity Investments June 2013 - January 2014
E*TRADE Financial March 2012 - June 2013
JPMorgan Chase January 2010 - March 2012
TD Ameritrade March 2007 - September 2009
Teach For America August 2006 - March 2007
Columbia University January 2005 - August 2006
Johns Hopkins University June 2002 - November 2004
Booz Allen Hamilton January 2000 - June 2002
Interactive Technologies Corporation 1998 - 2000
Skills
User Experience, User-centered Design, User Analysis, Usability Testing, Axure, OmniGraffle, Visio, Human Computer..., SDLC, Management, Photoshop, Wireframes, Usability, User Interface, Persona, User Scenarios, Information Architecture, User Research, Interaction Design, User Interface Design, Heuristic Evaluation, User Experience Design, Information Design, Usability Engineering, Web Applications, Requirements Gathering, Project Management, Contextual Inquiry, Experience Design, Card Sorting, Paper Prototyping, Process Improvement, Site Maps, Product Development, Rapid Prototyping, Competitive Analysis, Web Analytics, Web Design, Wire Framing, Task Analysis, Strategy, Web Project Management, Data Visualization, Digital Strategy, Design Strategy, Functional..., Ethnography, Storyboarding, Design Thinking, Accessibility
Education
Indiana University 1997 — 1999
MS
Clemson University 1994 — 1996
BA
Christopher Peele Christopher Peele's Fidelity Investments Experience January 2009 - July 2012
Job Student Success Coach at High Point University
Industry Higher Education
Experience
High Point University June 2014 - Present
Clemson University August 2013 - May 2014
Clemson University August 2012 - May 2014
Furman University May 2013 - August 2013
Clemson University January 2013 - April 2013
Fidelity Investments January 2009 - July 2012
Aerotek April 2008 - July 2008
Deep South Entertainment February 2006 - April 2008
Redeye Worldwide September 2007 - December 2007
Skills
Student Affairs, Higher Education, Higher Education..., Higher Education..., Academic Advising, Coaching & Mentoring, Student Counseling, Student Retention, Student Engagement, Student Development, Student Activities, Career Counseling, Career Development..., Career Path Planning, Program Development, Program Assessment, Presentation Skills, Report Writing, Public Speaking, Employee Training, Customer Service, Microsoft Office, Adobe Creative Suite, Dreamweaver, Mediasite
Education
Clemson University 2012 — 2014
Master's Degree, Master of Education, Counselor Education (Student Affairs)
University of North Carolina at Chapel Hill 2005 — 2007
Bachelor's Degree, Bachelor of Science, Business Administration
University of North Carolina at Wilmington 2003 — 2005
High Point University June 2014 - Present
Clemson University August 2013 - May 2014
Clemson University August 2012 - May 2014
Furman University May 2013 - August 2013
Clemson University January 2013 - April 2013
Fidelity Investments January 2009 - July 2012
Aerotek April 2008 - July 2008
Deep South Entertainment February 2006 - April 2008
Redeye Worldwide September 2007 - December 2007
Skills
Student Affairs, Higher Education, Higher Education..., Higher Education..., Academic Advising, Coaching & Mentoring, Student Counseling, Student Retention, Student Engagement, Student Development, Student Activities, Career Counseling, Career Development..., Career Path Planning, Program Development, Program Assessment, Presentation Skills, Report Writing, Public Speaking, Employee Training, Customer Service, Microsoft Office, Adobe Creative Suite, Dreamweaver, Mediasite
Education
Clemson University 2012 — 2014
Master's Degree, Master of Education, Counselor Education (Student Affairs)
University of North Carolina at Chapel Hill 2005 — 2007
Bachelor's Degree, Bachelor of Science, Business Administration
University of North Carolina at Wilmington 2003 — 2005
Marcia Gyles's Fidelity Investments Experience May 1993 - May 1999
Job President at Gyles Business Solutions,LLC
Industry Information Technology and Services
Experience
Gyles Business Solutions,LLC July 2014 - Present
Shares Financial Group November 2010 - Present
St. John of Rochester November 2010 - Present
Rochester Business Alliance 2013 - 2013
iSecure, LLC 2013 - 2013
Webster Montesorri School September 2004 - October 2008
Fidelity Investments May 1993 - May 1999
Skills
Business Analysis, Program Management, Strategic Planning, Project Management, Leadership, Process Improvement, New Business Development, Team Building, Vendor Management, IT Strategy, Contract Negotiation, Microsoft Office, IT Management, Social Media, Team Leadership, Requirements Analysis, Management, Graphic Design, Adobe Creative Suite, Digital Photography, Web Development, System Development...
Education
Finger Lakes Community College 2015 — 2015
Digital Communication and Media/Multimedia
Clarkson University 1977 — 1981
Business Administration and Management, General
State University of New York College at Potsdam 1977 — 1981
BA, Computer Science
Gyles Business Solutions,LLC July 2014 - Present
Shares Financial Group November 2010 - Present
St. John of Rochester November 2010 - Present
Rochester Business Alliance 2013 - 2013
iSecure, LLC 2013 - 2013
Webster Montesorri School September 2004 - October 2008
Fidelity Investments May 1993 - May 1999
Skills
Business Analysis, Program Management, Strategic Planning, Project Management, Leadership, Process Improvement, New Business Development, Team Building, Vendor Management, IT Strategy, Contract Negotiation, Microsoft Office, IT Management, Social Media, Team Leadership, Requirements Analysis, Management, Graphic Design, Adobe Creative Suite, Digital Photography, Web Development, System Development...
Education
Finger Lakes Community College 2015 — 2015
Digital Communication and Media/Multimedia
Clarkson University 1977 — 1981
Business Administration and Management, General
State University of New York College at Potsdam 1977 — 1981
BA, Computer Science
David Skulason's Fidelity Investments Experience 2007 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Fidelity Investments 2002 - 2007
Fidelity Investments 2001 - 2002
Fidelity Investments 1994 - 2001
Education
The University of Dallas 1990 — 1992
Master’s Degree, International Management
Coastal Carolina University 1985 — 1989
B.S., Business
Menntaskolinn i Reykjavik 1980 — 1984
Studentsgrada, Staerdfraedi
Fidelity Investments 2007 - Present
Fidelity Investments 2002 - 2007
Fidelity Investments 2001 - 2002
Fidelity Investments 1994 - 2001
Education
The University of Dallas 1990 — 1992
Master’s Degree, International Management
Coastal Carolina University 1985 — 1989
B.S., Business
Menntaskolinn i Reykjavik 1980 — 1984
Studentsgrada, Staerdfraedi
Crayton Silsby's Fidelity Investments Experience November 2010 - Present
Job High Net Worth Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Konica Minolta July 2008 - June 2009
Canon December 2006 - December 2007
FedEx April 2006 - December 2006
Wachovia Securities August 2001 - January 2005
GE Global Exchange Services 1999 - 2001
CoStar Group 1998 - 2000
Skills
Sales, New Business Development, Finance
Education
Clemson University 1991 — 1994
BA, foreign languages/psychology/ biosciences
Riverside High 1987 — 1991
Fidelity Investments November 2010 - Present
Konica Minolta July 2008 - June 2009
Canon December 2006 - December 2007
FedEx April 2006 - December 2006
Wachovia Securities August 2001 - January 2005
GE Global Exchange Services 1999 - 2001
CoStar Group 1998 - 2000
Skills
Sales, New Business Development, Finance
Education
Clemson University 1991 — 1994
BA, foreign languages/psychology/ biosciences
Riverside High 1987 — 1991
Kurt Kreh's Fidelity Investments Experience December 1996 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1996 - Present
Chevron June 1991 - December 1996
General Mills January 1990 - June 1991
Skills
Succession Planning, Onboarding, Talent Acquisition, Human Resources, Employee Relations, Workforce Planning, Talent Management, Deferred Compensation, Performance Management, 360 Feedback, Workshop Facilitation, Personnel Management, Employee Benefits, Organizational..., HR Transformation, Training, Organizational..., Organizational Design, Change Management, Employee Engagement, Management Development, Leadership Development, Career Development, HRIS, Leadership
Education
University of Minnesota - Carlson School of Management 1989 — 1991
Masters
Clemson University 1984 — 1989
Fidelity Investments December 1996 - Present
Chevron June 1991 - December 1996
General Mills January 1990 - June 1991
Skills
Succession Planning, Onboarding, Talent Acquisition, Human Resources, Employee Relations, Workforce Planning, Talent Management, Deferred Compensation, Performance Management, 360 Feedback, Workshop Facilitation, Personnel Management, Employee Benefits, Organizational..., HR Transformation, Training, Organizational..., Organizational Design, Change Management, Employee Engagement, Management Development, Leadership Development, Career Development, HRIS, Leadership
Education
University of Minnesota - Carlson School of Management 1989 — 1991
Masters
Clemson University 1984 — 1989
George Sutcliffe, J.D., M.L.I.S.'s Fidelity Investments Experience December 2006 - July 2014
Job Analyst | Attorney | Information Scientist | Researcher | Writer
Industry Financial Services
Experience
Visa April 2015 - Present
Bulletin Intelligence August 2014 - April 2015
Fidelity Investments December 2006 - July 2014
American Tower 2006 - 2006
Goodwin Procter LLP 2006 - 2006
Carol R. Johnson Associates 2006 - 2006
Hill Holliday 2006 - 2006
SAIC 2005 - 2006
Bellotti Law Group, P.C. 2004 - 2005
Kemper Insurance/Law Office of Richard Barry 2003 - 2004
Skills
Competitive Intelligence, Business Analysis, Vendor Management, Content Management, Project Management, Financial Services, Social Media, Legal Research, Competitive Analysis, Thought Leadership, Knowledge Management, Information Management, Editing, Information Architecture, Media Analysis, Market Research, Writing, Analytics, Secondary Research, Media Measurement, Primary Research, Industry Research, Library Science, Contract Negotiation, Legal Writing, Litigation, Records Management, Solutions Development, Insurance Law, Document Review, Litigation Technology, Insurance Coverage..., Business Intelligence, Due Diligence, E-Discovery, Google Analytics, Media Monitoring, Social Media Measurement, Factiva, Public Relations, Analysis, Strategic Planning, Research, Marketing
Education
Simmons College 2005 — 2008
MLIS, Library and Information Science
Cleveland State University 1995 — 1998
JD, Law
Northeastern University 1993 — 1993
Paralegal Certificate
University of Rhode Island 1988 — 1992
BA, Political Science and History
Visa April 2015 - Present
Bulletin Intelligence August 2014 - April 2015
Fidelity Investments December 2006 - July 2014
American Tower 2006 - 2006
Goodwin Procter LLP 2006 - 2006
Carol R. Johnson Associates 2006 - 2006
Hill Holliday 2006 - 2006
SAIC 2005 - 2006
Bellotti Law Group, P.C. 2004 - 2005
Kemper Insurance/Law Office of Richard Barry 2003 - 2004
Skills
Competitive Intelligence, Business Analysis, Vendor Management, Content Management, Project Management, Financial Services, Social Media, Legal Research, Competitive Analysis, Thought Leadership, Knowledge Management, Information Management, Editing, Information Architecture, Media Analysis, Market Research, Writing, Analytics, Secondary Research, Media Measurement, Primary Research, Industry Research, Library Science, Contract Negotiation, Legal Writing, Litigation, Records Management, Solutions Development, Insurance Law, Document Review, Litigation Technology, Insurance Coverage..., Business Intelligence, Due Diligence, E-Discovery, Google Analytics, Media Monitoring, Social Media Measurement, Factiva, Public Relations, Analysis, Strategic Planning, Research, Marketing
Education
Simmons College 2005 — 2008
MLIS, Library and Information Science
Cleveland State University 1995 — 1998
JD, Law
Northeastern University 1993 — 1993
Paralegal Certificate
University of Rhode Island 1988 — 1992
BA, Political Science and History
preethi mathukupalli's Fidelity Investments Experience June 2015 - Present
Job Sr.QA Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments November 2012 - May 2015
Credit Suisse First Boston December 2010 - November 2012
Premier, Inc. March 2010 - December 2010
Citi October 2008 - February 2010
ODJFS October 2007 - September 2008
Skills
Quality Assurance, SDLC, Agile Methodologies, Test Planning, Software Quality...
Education
Cleveland State University
Fidelity Investments June 2015 - Present
Fidelity Investments November 2012 - May 2015
Credit Suisse First Boston December 2010 - November 2012
Premier, Inc. March 2010 - December 2010
Citi October 2008 - February 2010
ODJFS October 2007 - September 2008
Skills
Quality Assurance, SDLC, Agile Methodologies, Test Planning, Software Quality...
Education
Cleveland State University
Jason Honey's Fidelity Investments Experience Sr. Project ManagerCollaborative ConsultingMay 2002 - February 2006
Job PM at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments Sr. Project ManagerCollaborative ConsultingMay 2002 - February 2006
CSC Consulting May 1997 - May 2002
CSC Consulting Group 1997 - 2002
Education
Clarkson University 1992 — 1996
BS, Engineering & Management
Fidelity Investments Sr. Project ManagerCollaborative ConsultingMay 2002 - February 2006
CSC Consulting May 1997 - May 2002
CSC Consulting Group 1997 - 2002
Education
Clarkson University 1992 — 1996
BS, Engineering & Management
Doug Beyer's Fidelity Investments Experience August 2013 - January 2014
Job Practice Area Finance Manager at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group February 2014 - Present
Fidelity Investments August 2013 - January 2014
Fidelity Investments November 2009 - July 2013
Fidelity Investments January 2005 - November 2009
Fidelity Investments June 2002 - January 2005
Fidelity Investments June 2000 - June 2002
Skills
Mutual Funds, Brokerage, Financial Modeling, Financial Analysis, Pricing Strategy, Finance
Education
Boston University - Graduate School of Management 1997 — 2000
MBA
Clarkson University
BS, Engineering
The Boston Consulting Group February 2014 - Present
Fidelity Investments August 2013 - January 2014
Fidelity Investments November 2009 - July 2013
Fidelity Investments January 2005 - November 2009
Fidelity Investments June 2002 - January 2005
Fidelity Investments June 2000 - June 2002
Skills
Mutual Funds, Brokerage, Financial Modeling, Financial Analysis, Pricing Strategy, Finance
Education
Boston University - Graduate School of Management 1997 — 2000
MBA
Clarkson University
BS, Engineering
Jay Demo's Fidelity Investments Experience 1996 - 1998
Job Creative Executive that builds value and gets things done
Industry Financial Services
Experience
Brighton Shore Business Ventures, LLC September 2011 - Present
Jay Demo Consulting November 2011 - Present
Bank of America December 2005 - September 2011
PricewaterhouseCoopers 2000 - 2005
CLW Real Estate Services Group 1998 - 2000
Fidelity Investments 1996 - 1998
Liberty Mutual Insurance 1991 - 1996
Skills
Real Estate, Project Management, Budgets, Change Management, Program Management, Leadership, Mergers & Acquisitions, Management, Corporate Real Estate, CRM, Strategic Planning, Project Planning, IT Strategy, Contract Management, Negotiation, Six Sigma, Outsourcing, Contract Negotiation, Finance
Education
Clemson University 1987 — 1991
BS, Finance and Accounting
Brighton Shore Business Ventures, LLC September 2011 - Present
Jay Demo Consulting November 2011 - Present
Bank of America December 2005 - September 2011
PricewaterhouseCoopers 2000 - 2005
CLW Real Estate Services Group 1998 - 2000
Fidelity Investments 1996 - 1998
Liberty Mutual Insurance 1991 - 1996
Skills
Real Estate, Project Management, Budgets, Change Management, Program Management, Leadership, Mergers & Acquisitions, Management, Corporate Real Estate, CRM, Strategic Planning, Project Planning, IT Strategy, Contract Management, Negotiation, Six Sigma, Outsourcing, Contract Negotiation, Finance
Education
Clemson University 1987 — 1991
BS, Finance and Accounting
Roshan Contractor's Fidelity Investments Experience June 2013 - Present
Job Sr. Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments December 2007 - June 2013
Coty February 2006 - October 2007
Skills
Java, JavaScript, MVC, jQuery, JSP, J2EE Application..., Spring, Software Development, Java Enterprise Edition, Maven, Tomcat, Web Services, XML
Education
Clemson University 2002 — 2005
BS, Computer Science
Fidelity Investments June 2013 - Present
Fidelity Investments December 2007 - June 2013
Coty February 2006 - October 2007
Skills
Java, JavaScript, MVC, jQuery, JSP, J2EE Application..., Spring, Software Development, Java Enterprise Edition, Maven, Tomcat, Web Services, XML
Education
Clemson University 2002 — 2005
BS, Computer Science
Denice Fink's Fidelity Investments Experience January 2014 - Present
Job Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Charles Schwab May 2010 - December 2013
Charles Schwab May 2000 - May 2010
David Advertising June 1999 - May 2000
Airtouch Cellular January 1995 - May 1999
Skills
Retirement Planning, 401k, Mutual Funds, Series 7, Employee Benefits, Investments, Asset Allocation, Public Speaking, Securities, Retirement, Series 63, Financial Services, Investment Advisory, Relationship Management, Pensions, Asset Managment, Project Management, Equities, Strategic Financial..., Wealth Management, Portfolio Management
Education
Cleveland State University
BBA, Economics
Fidelity Investments January 2014 - Present
Charles Schwab May 2010 - December 2013
Charles Schwab May 2000 - May 2010
David Advertising June 1999 - May 2000
Airtouch Cellular January 1995 - May 1999
Skills
Retirement Planning, 401k, Mutual Funds, Series 7, Employee Benefits, Investments, Asset Allocation, Public Speaking, Securities, Retirement, Series 63, Financial Services, Investment Advisory, Relationship Management, Pensions, Asset Managment, Project Management, Equities, Strategic Financial..., Wealth Management, Portfolio Management
Education
Cleveland State University
BBA, Economics
Brett Stafford's Fidelity Investments Experience April 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2011 - 2011
Fidelity Investments 2009 - 2011
Skills
Series 7, Series 63, General Securities..., Uniform Combined State..., Series 66, Investment Advisor..., Investments, Mutual Funds, Financial Planning, Retirement Planning, Brokerage, Asset Allocation, Licensed Insurance..., Annuities, Relationship Management, CRM
Education
Clemson University
Master of Business Administration (M.B.A.), 3.8/4
University of New Hampshire
B.S., Finance
Fidelity Investments April 2014 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2011 - 2011
Fidelity Investments 2009 - 2011
Skills
Series 7, Series 63, General Securities..., Uniform Combined State..., Series 66, Investment Advisor..., Investments, Mutual Funds, Financial Planning, Retirement Planning, Brokerage, Asset Allocation, Licensed Insurance..., Annuities, Relationship Management, CRM
Education
Clemson University
Master of Business Administration (M.B.A.), 3.8/4
University of New Hampshire
B.S., Finance
Ken Skelley's Fidelity Investments Experience 1996 - 1997
Job Director, Product Operations at Tyco Security Products
Industry Security and Investigations
Experience
Tyco Security Products 2008 - September 2014
Tyco Security Products 2003 - 2008
Tyco Security Products 1997 - 2003
Fidelity Investments 1996 - 1997
Versyss Inc 1993 - 1994
Skills
Integration, Six Sigma, Cross-functional Team..., Project Management, Process Improvement, Product Management, Product Development, Management, Quality Assurance, Security, Manufacturing, Leadership, Program Management, Continuous Improvement, Engineering, Team Building, Electronics, Strategic Planning, Access Control, Agile Methodologies, Team Leadership, Business Process..., Lean Manufacturing, Sales Management, Strategy, Engineering Management, Supply Chain Management, Quality Management, Change Management, Automation, Product Marketing, Operational Excellence, Contract Negotiation, Vendor Management, Supply Chain, Supply Chain Operations
Education
Clarkson University 1976 — 1980
Bachelor's Degree
Tyco Security Products 2008 - September 2014
Tyco Security Products 2003 - 2008
Tyco Security Products 1997 - 2003
Fidelity Investments 1996 - 1997
Versyss Inc 1993 - 1994
Skills
Integration, Six Sigma, Cross-functional Team..., Project Management, Process Improvement, Product Management, Product Development, Management, Quality Assurance, Security, Manufacturing, Leadership, Program Management, Continuous Improvement, Engineering, Team Building, Electronics, Strategic Planning, Access Control, Agile Methodologies, Team Leadership, Business Process..., Lean Manufacturing, Sales Management, Strategy, Engineering Management, Supply Chain Management, Quality Management, Change Management, Automation, Product Marketing, Operational Excellence, Contract Negotiation, Vendor Management, Supply Chain, Supply Chain Operations
Education
Clarkson University 1976 — 1980
Bachelor's Degree
Lynda Castellano's Fidelity Investments Experience November 2004 - May 2006
Job Investment Management Professional
Industry Investment Management
Experience
Douglas C. Lane & Associates, Inc. January 2010 - Present
Neuberger Berman May 2006 - October 2008
Fidelity Investments November 2004 - May 2006
Charles Schwab June 1999 - December 2003
Skills
Investment Advisory, Asset Allocation, Wealth Management, Investment Management, Securities, Alternative Investments, Business Development, Portfolio Management
Education
Coastal Carolina University 1991 — 1995
BA, Political Science and Government
Douglas C. Lane & Associates, Inc. January 2010 - Present
Neuberger Berman May 2006 - October 2008
Fidelity Investments November 2004 - May 2006
Charles Schwab June 1999 - December 2003
Skills
Investment Advisory, Asset Allocation, Wealth Management, Investment Management, Securities, Alternative Investments, Business Development, Portfolio Management
Education
Coastal Carolina University 1991 — 1995
BA, Political Science and Government
Venkata Sai Krishna Majeti's Fidelity Investments Experience May 2009 - August 2009
Job Software Engineer OS/Kernel Group at NetApp
Industry Computer Software
Experience
NetApp May 2011 - Present
School of Computing, Clemson University August 2009 - August 2010
Fidelity Investments May 2009 - August 2009
Skills
Kernel Programming, Linux, FreeBSD, C, Perl, Operating Systems, Assembly Language, Crash Dump Analysis, Kernel Debugging, GNU Debugger, Linux Kernel, Object Oriented Design, C++, Software Engineering
Education
Clemson University 2008 — 2010
MS, Computer Science
N.St.Mathew's Public School 1991 — 2002
High School
NetApp May 2011 - Present
School of Computing, Clemson University August 2009 - August 2010
Fidelity Investments May 2009 - August 2009
Skills
Kernel Programming, Linux, FreeBSD, C, Perl, Operating Systems, Assembly Language, Crash Dump Analysis, Kernel Debugging, GNU Debugger, Linux Kernel, Object Oriented Design, C++, Software Engineering
Education
Clemson University 2008 — 2010
MS, Computer Science
N.St.Mathew's Public School 1991 — 2002
High School
Adam Koblentz's Fidelity Investments Experience February 2011 - March 2012
Job Product Marketing Manager at ZeroTurnaround
Industry Computer Software
Experience
ZeroTurnaround June 2014 - Present
ZeroTurnaround February 2013 - June 2014
ZeroTurnaround March 2012 - February 2013
Fidelity Investments February 2011 - March 2012
Fidelity Investments July 2009 - February 2011
Athenium May 2008 - December 2008
Harvard Medical School 2007 - 2007
Skills
Product Marketing, Product Management, Java, Tomcat, Eclipse, JavaScript, Spring, Java Enterprise Edition, Web Applications, Application Servers, XML, Lotions, Ant, Maven, Cigars, Whisky, iOS development, JUnit, Mac OS X, OS X, SQL, Agile Methodologies, Python, Polos, Pillows, Linux, Websphere, HTML, XSLT, Electronic Signatures, Unix, Web Services, Apache, Subversion, Software Development, Hibernate, JSP, Git, REST, Web Development, Computer Science, Programming, Technology Roadmapping, Client Presentation, Onboarding, Pragmatic Marketing..., Product Design, Product Development, Taking New Products to..., Witchcraft
Education
Northeastern University 2004 — 2009
Bachelors of Science, Computer Science
Cleveland State University 2002 — 2004
PSEOP, High School Diploma - PSEOP
Orange High School 2000 — 2004
ZeroTurnaround June 2014 - Present
ZeroTurnaround February 2013 - June 2014
ZeroTurnaround March 2012 - February 2013
Fidelity Investments February 2011 - March 2012
Fidelity Investments July 2009 - February 2011
Athenium May 2008 - December 2008
Harvard Medical School 2007 - 2007
Skills
Product Marketing, Product Management, Java, Tomcat, Eclipse, JavaScript, Spring, Java Enterprise Edition, Web Applications, Application Servers, XML, Lotions, Ant, Maven, Cigars, Whisky, iOS development, JUnit, Mac OS X, OS X, SQL, Agile Methodologies, Python, Polos, Pillows, Linux, Websphere, HTML, XSLT, Electronic Signatures, Unix, Web Services, Apache, Subversion, Software Development, Hibernate, JSP, Git, REST, Web Development, Computer Science, Programming, Technology Roadmapping, Client Presentation, Onboarding, Pragmatic Marketing..., Product Design, Product Development, Taking New Products to..., Witchcraft
Education
Northeastern University 2004 — 2009
Bachelors of Science, Computer Science
Cleveland State University 2002 — 2004
PSEOP, High School Diploma - PSEOP
Orange High School 2000 — 2004
Alexeena Mathew's Fidelity Investments Experience 2003 - Present
Job Business Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2003 - Present
Skills
SQL, PL/SQL, Informatica, VBA, Microsoft Technologies, Data Analysis
Education
Cochin University of Science and Technology 1997 — 2001
B. Tech, Computer Engineering
Fidelity Investments 2003 - Present
Skills
SQL, PL/SQL, Informatica, VBA, Microsoft Technologies, Data Analysis
Education
Cochin University of Science and Technology 1997 — 2001
B. Tech, Computer Engineering
Carolyn Cummings's Fidelity Investments Experience June 2006 - September 2009
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2006 - September 2009
Fidelity Investments August 2004 - June 2006
Skills
PMP, SDLC, Process Improvement, Business Analysis
Education
Clemson University
BS, Economics
Fidelity Investments June 2006 - September 2009
Fidelity Investments August 2004 - June 2006
Skills
PMP, SDLC, Process Improvement, Business Analysis
Education
Clemson University
BS, Economics
Ajith Sivadas's Fidelity Investments Experience July 2015 - Present
Job Systems project manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2015 - Present
First Citizens Bank September 2013 - April 2015
Thomson Reuters May 2009 - September 2013
State Street May 2008 - March 2009
IBM India Pvt Ltd 2006 - 2008
Alcoa 2001 - 2006
EMC 2000 - 2001
Skills
Data Center, Project Management, Project Delivery, Infrastructure, Vendor Management, Program Management, Certified Project..., Risk Management, Service Delivery, Business Strategy, PMO, Cost Management, IT Infrastructure..., Disaster Recovery, SDLC, Business Analysis, Infrastructure Projects, Data Center Relocation, Project Implementation, Project Finance, IT Service Management, Management, ITIL, Project Execution, Business Relationship...
Education
Cochin University of Science and Technology
Bachelor of Engineering (BE), Computer Engineering
University of Pittsburgh
Master of Business Administration (MBA)
Fidelity Investments July 2015 - Present
First Citizens Bank September 2013 - April 2015
Thomson Reuters May 2009 - September 2013
State Street May 2008 - March 2009
IBM India Pvt Ltd 2006 - 2008
Alcoa 2001 - 2006
EMC 2000 - 2001
Skills
Data Center, Project Management, Project Delivery, Infrastructure, Vendor Management, Program Management, Certified Project..., Risk Management, Service Delivery, Business Strategy, PMO, Cost Management, IT Infrastructure..., Disaster Recovery, SDLC, Business Analysis, Infrastructure Projects, Data Center Relocation, Project Implementation, Project Finance, IT Service Management, Management, ITIL, Project Execution, Business Relationship...
Education
Cochin University of Science and Technology
Bachelor of Engineering (BE), Computer Engineering
University of Pittsburgh
Master of Business Administration (MBA)
Edwin Dacey's Fidelity Investments Experience 1998 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1998 - 2009
Education
Clarkson University
Southern New Hampshire University
Fidelity Investments 1998 - 2009
Education
Clarkson University
Southern New Hampshire University
Ryan Towner's Fidelity Investments Experience August 2015 - Present
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Scottrade April 2015 - August 2015
TD Ameritrade January 2015 - April 2015
TD Ameritrade March 2013 - December 2014
TD Ameritrade July 2006 - March 2013
Skills
Series 66, Series 7, Series 24, Uniform Combined State..., Investments, Portfolio Management, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, FINRA, Retirement Planning, Securities, Retirement, Series 65, Investment Strategies, ETFs, Strategic Financial..., Financial Advisory, Equities, Fixed Annuities, 401k, IRAs, Wealth Management..., Asset Management
Education
Coastal Carolina University 2001 — 2005
Bachelor of Science (B.S.), Finance, Marketing
Fidelity Investments August 2015 - Present
Scottrade April 2015 - August 2015
TD Ameritrade January 2015 - April 2015
TD Ameritrade March 2013 - December 2014
TD Ameritrade July 2006 - March 2013
Skills
Series 66, Series 7, Series 24, Uniform Combined State..., Investments, Portfolio Management, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, FINRA, Retirement Planning, Securities, Retirement, Series 65, Investment Strategies, ETFs, Strategic Financial..., Financial Advisory, Equities, Fixed Annuities, 401k, IRAs, Wealth Management..., Asset Management
Education
Coastal Carolina University 2001 — 2005
Bachelor of Science (B.S.), Finance, Marketing
Saraj Radhakrishna Pillai's Fidelity Investments Experience May 2006 - March 2009
Job Programmer Analyst at Integral Consultancy Services, Inc.
Industry Computer Software
Experience
Integral Consultancy Services, Inc. May 2009 - Present
Fidelity Investments May 2006 - March 2009
Syntel February 2005 - May 2006
Education
Cochin University of Science and Technology 2000 — 2004
Bachelors Degree, Computer Science and Engg.
Integral Consultancy Services, Inc. May 2009 - Present
Fidelity Investments May 2006 - March 2009
Syntel February 2005 - May 2006
Education
Cochin University of Science and Technology 2000 — 2004
Bachelors Degree, Computer Science and Engg.
Logan Satterwhite's Fidelity Investments Experience July 2012 - February 2013
Job Securities Lending at Apex Clearing
Industry Financial Services
Experience
Apex Clearing February 2013 - Present
Fidelity Investments July 2012 - February 2013
Penson Financial Services July 2007 - June 2012
Skills
Financial Markets, Equities, FINRA, Options, Securities, Series 7, Series 63, Investments, Series 24, Financial Services, Risk Management, Trading
Education
Clemson University
Econ and English
Apex Clearing February 2013 - Present
Fidelity Investments July 2012 - February 2013
Penson Financial Services July 2007 - June 2012
Skills
Financial Markets, Equities, FINRA, Options, Securities, Series 7, Series 63, Investments, Series 24, Financial Services, Risk Management, Trading
Education
Clemson University
Econ and English
Russell Zea's Fidelity Investments Experience February 2012 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
PlumChoice April 2010 - February 2012
Fidelity Investments September 2008 - March 2010
Fidelity Investments July 2004 - September 2008
Skills
Call Center, Business Analysis, Vendor Management, Workforce Management, Call Centers, Process Improvement, Business Process..., Outsourcing
Education
Clarkson University 1998 — 2002
BS, Engineering and Management
Fidelity Investments February 2012 - Present
PlumChoice April 2010 - February 2012
Fidelity Investments September 2008 - March 2010
Fidelity Investments July 2004 - September 2008
Skills
Call Center, Business Analysis, Vendor Management, Workforce Management, Call Centers, Process Improvement, Business Process..., Outsourcing
Education
Clarkson University 1998 — 2002
BS, Engineering and Management
Gopichand Palicherla's Fidelity Investments Experience January 2012 - Present
Job Principal System's Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2012 - Present
BB&T May 2010 - December 2011
IBM August 2004 - May 2010
Navistar Inc February 2004 - July 2004
Skills
Websphere, Java Enterprise Edition, Middleware, Java, SDLC, JSP, SQL, SOA, DB2, XML, Enterprise Architecture, Web Services, Software Development, Unix, Spring, Requirements Analysis, Oracle
Education
Cleveland State University 2001 — 2003
Masters, Computer Science
Osmania University 1996 — 2000
BTech, Computer Science
Fidelity Investments January 2012 - Present
BB&T May 2010 - December 2011
IBM August 2004 - May 2010
Navistar Inc February 2004 - July 2004
Skills
Websphere, Java Enterprise Edition, Middleware, Java, SDLC, JSP, SQL, SOA, DB2, XML, Enterprise Architecture, Web Services, Software Development, Unix, Spring, Requirements Analysis, Oracle
Education
Cleveland State University 2001 — 2003
Masters, Computer Science
Osmania University 1996 — 2000
BTech, Computer Science
Gregory Cohan's Fidelity Investments Experience May 2008 - Present
Job Brokerage Support at Fidelity Investments
Industry Financial Services
Experience
CORE Fitness Studio November 2014 - Present
Fidelity Investments May 2008 - Present
Skills
Customer Service, Process Improvement, Microsoft Excel, SQL, Microsoft Office, Project Management, Leadership, Vendor Management
Education
Clemson University 2005 — 2008
Bachelor of Science (B.S.), Computer and Information Sciences, General
CORE Fitness Studio November 2014 - Present
Fidelity Investments May 2008 - Present
Skills
Customer Service, Process Improvement, Microsoft Excel, SQL, Microsoft Office, Project Management, Leadership, Vendor Management
Education
Clemson University 2005 — 2008
Bachelor of Science (B.S.), Computer and Information Sciences, General
Vinay Chitla's Fidelity Investments Experience January 2015 - Present
Job OBIEE Apps Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Sensata Technologies February 2014 - December 2014
Haemonetics August 2013 - February 2014
Biogen Idec June 2011 - August 2013
Cricket Communications May 2010 - June 2011
Huntington National Bank August 2009 - May 2010
Darigold January 2009 - July 2009
Motorola April 2008 - December 2008
Affiliated Computer Services August 2007 - March 2008
Skills
OBIEE, Data Warehousing, ETL, Informatica, Data Modeling, Business Intelligence, Oracle E-Business Suite, Microsoft SQL Server, Oracle
Education
Cleveland State University 2006 — 2007
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (BTech)
Fidelity Investments January 2015 - Present
Sensata Technologies February 2014 - December 2014
Haemonetics August 2013 - February 2014
Biogen Idec June 2011 - August 2013
Cricket Communications May 2010 - June 2011
Huntington National Bank August 2009 - May 2010
Darigold January 2009 - July 2009
Motorola April 2008 - December 2008
Affiliated Computer Services August 2007 - March 2008
Skills
OBIEE, Data Warehousing, ETL, Informatica, Data Modeling, Business Intelligence, Oracle E-Business Suite, Microsoft SQL Server, Oracle
Education
Cleveland State University 2006 — 2007
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (BTech)
Andrew Doherty's Fidelity Investments Experience November 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Capital Realty Associates March 2013 - March 2014
Citylife Real Estate February 2012 - February 2013
MF Global June 2009 - August 2009
Skills
Real Estate, Residential Homes, Leases, Sellers, Investment Properties, Single Family Homes, New Home Sales, First Time Home Buyers, Real Estate Transactions, Property Management, Real Estate Development, Brokerage, Relocation, Commercial Real Estate, Real Estate Economics
Education
Clemson University 2006 — 2010
Bachelor of Science, Corporate Finance
Thayer Academy 1999 — 2006
Fidelity Investments November 2013 - Present
Capital Realty Associates March 2013 - March 2014
Citylife Real Estate February 2012 - February 2013
MF Global June 2009 - August 2009
Skills
Real Estate, Residential Homes, Leases, Sellers, Investment Properties, Single Family Homes, New Home Sales, First Time Home Buyers, Real Estate Transactions, Property Management, Real Estate Development, Brokerage, Relocation, Commercial Real Estate, Real Estate Economics
Education
Clemson University 2006 — 2010
Bachelor of Science, Corporate Finance
Thayer Academy 1999 — 2006
Jeff Kostick's Fidelity Investments Experience 1996 - September 2001
Job CoOwner at Cayuga Lake Creamery
Industry Restaurants
Experience
Cayuga Lake Creamery April 2004 - Present
Fidelity Investments 1996 - September 2001
Work Family Directions 1995 - 1996
Skills
Customer Service, Strategic Planning, Marketing, Project Management, Negotiation, Tourism, Non-profits, Management, Social Networking, Nonprofits
Education
Polytechnic Institute of New York University 1973 — 1978
MS, Bio-Engineering
Clarkson University 1969 — 1973
BSEE, Computer Engineering
Cayuga Lake Creamery April 2004 - Present
Fidelity Investments 1996 - September 2001
Work Family Directions 1995 - 1996
Skills
Customer Service, Strategic Planning, Marketing, Project Management, Negotiation, Tourism, Non-profits, Management, Social Networking, Nonprofits
Education
Polytechnic Institute of New York University 1973 — 1978
MS, Bio-Engineering
Clarkson University 1969 — 1973
BSEE, Computer Engineering
Korrin Acree's Fidelity Investments Experience Service ManagerFidelity InvestmentsOctober 2006 - November 2010
Job Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Service ManagerFidelity InvestmentsOctober 2006 - November 2010
Randstad April 2006 - October 2006
Education
Clemson University 1999 — 2002
Bachelors of Science, Finance
Fidelity Investments Service ManagerFidelity InvestmentsOctober 2006 - November 2010
Randstad April 2006 - October 2006
Education
Clemson University 1999 — 2002
Bachelors of Science, Finance
Joseph Vitelli's Fidelity Investments Experience August 2007 - May 2009
Job Contract Manager, Raytheon Company
Industry Military
Experience
United States Department of Defense May 2009 - Present
Fidelity Investments August 2007 - May 2009
Education
Northeastern University 2004 — 2007
Juris Doctorate, Law
Clemson University 2000 — 2004
Bachelor of Arts (B.A.), Spanish and International Trade
United States Department of Defense May 2009 - Present
Fidelity Investments August 2007 - May 2009
Education
Northeastern University 2004 — 2007
Juris Doctorate, Law
Clemson University 2000 — 2004
Bachelor of Arts (B.A.), Spanish and International Trade
Jennifer McGinn's Fidelity Investments Experience 1999 - 2001
Job Attorney at Law
Industry Law Practice
Experience
Self-employed 2012 - Present
Legal Aid Services Of Oregon June 2012 - April 2013
Lane County Legal Aid and Advocacy Center September 2011 - December 2011
Western Environmental Law Center January 2011 - May 2011
Sierra Club January 2007 - May 2009
The Richard Stockton College of New Jersey January 2007 - May 2009
Twiddy & Company Realtors 2003 - 2005
Fidelity Investments 1999 - 2001
Skills
Restraining Orders, Landlord Tenant Disputes, Public Benefits, Unemployment Claims
Education
University of Oregon School of Law 2009 — 2011
Doctor of Law (J.D.), Law
The Richard Stockton College of New Jersey 2006 — 2009
Bachelor of Science (B.S.), Environmental Science
Clemson University 1990 — 1994
Bachelor of Arts (B.A.), Secondary Education and Teaching
Self-employed 2012 - Present
Legal Aid Services Of Oregon June 2012 - April 2013
Lane County Legal Aid and Advocacy Center September 2011 - December 2011
Western Environmental Law Center January 2011 - May 2011
Sierra Club January 2007 - May 2009
The Richard Stockton College of New Jersey January 2007 - May 2009
Twiddy & Company Realtors 2003 - 2005
Fidelity Investments 1999 - 2001
Skills
Restraining Orders, Landlord Tenant Disputes, Public Benefits, Unemployment Claims
Education
University of Oregon School of Law 2009 — 2011
Doctor of Law (J.D.), Law
The Richard Stockton College of New Jersey 2006 — 2009
Bachelor of Science (B.S.), Environmental Science
Clemson University 1990 — 1994
Bachelor of Arts (B.A.), Secondary Education and Teaching
Amy Sheehan's Fidelity Investments Experience May 2011 - Present
Job Principal Content Editor, User Experience Design Group
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments May 2005 - May 2011
Fidelity Investments May 2004 - 2005
Fidelity Investments March 2002 - May 2004
Veritude July 2001 - March 2002
Mystique Decor July 1999 - February 2001
Staples August 1998 - July 1999
Staples May 1997 - August 1998
Skills
Copy Editing, Content Strategy, Copywriting, Quality Assurance, User Experience, Business Analysis, FINRA, Finance, Financial Services, Interaction Design, Internal Communications, Investments, Leadership, Product Development, Technical Writing, User Interface Design, Web Content, Web Design
Education
Clemson University 1993 — 1997
Bachelor's degree, English and Political Science
Fidelity Investments May 2011 - Present
Fidelity Investments May 2005 - May 2011
Fidelity Investments May 2004 - 2005
Fidelity Investments March 2002 - May 2004
Veritude July 2001 - March 2002
Mystique Decor July 1999 - February 2001
Staples August 1998 - July 1999
Staples May 1997 - August 1998
Skills
Copy Editing, Content Strategy, Copywriting, Quality Assurance, User Experience, Business Analysis, FINRA, Finance, Financial Services, Interaction Design, Internal Communications, Investments, Leadership, Product Development, Technical Writing, User Interface Design, Web Content, Web Design
Education
Clemson University 1993 — 1997
Bachelor's degree, English and Political Science
Lanham Esterkamp's Fidelity Investments Experience October 2013 - Present
Job Defined Contributions Representative at Fidelity Investments
Industry Market Research
Experience
Fidelity Investments October 2013 - Present
ORC International January 2013 - October 2013
TPC Treviso Bay December 2011 - January 2013
Skills
Marketing Research, Market Research, Quantitative Research, Questionnaire Design, Primary Research, Advertising Research, Focus Groups, Customer Insight, Qualitative Research, Data Analysis, SPSS, Online Research, Analytics, Market Analysis, Competitive Analysis, Research, Report Writing, Consumer Behaviour, Statistics
Education
Coastal Carolina University 2008 — 2012
Bachelor's degree, Marketing
Fidelity Investments October 2013 - Present
ORC International January 2013 - October 2013
TPC Treviso Bay December 2011 - January 2013
Skills
Marketing Research, Market Research, Quantitative Research, Questionnaire Design, Primary Research, Advertising Research, Focus Groups, Customer Insight, Qualitative Research, Data Analysis, SPSS, Online Research, Analytics, Market Analysis, Competitive Analysis, Research, Report Writing, Consumer Behaviour, Statistics
Education
Coastal Carolina University 2008 — 2012
Bachelor's degree, Marketing
Christopher Schalk CFP®'s Fidelity Investments Experience May 2012 - August 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2012 - Present
Fidelity Investments May 2012 - August 2012
Fidelity Investments July 2011 - May 2012
Skills
Investments, Retirement, Mutual Funds, Retirement Planning, Portfolio Management, Series 7, Series 63, Series 66, Wealth Management, Asset Allocation, Investment Advisory, Equities, Securities, Financial Services, Strategic Financial..., Asset Management, Fixed Income, Investment Strategies, Uniform Combined State..., Alternative Investments, 401k
Education
Xavier University 2010 — 2011
Certified Financial Planning Certificate, Certified Financial Planning
Coastal Carolina University 2000 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
TD Ameritrade August 2012 - Present
Fidelity Investments May 2012 - August 2012
Fidelity Investments July 2011 - May 2012
Skills
Investments, Retirement, Mutual Funds, Retirement Planning, Portfolio Management, Series 7, Series 63, Series 66, Wealth Management, Asset Allocation, Investment Advisory, Equities, Securities, Financial Services, Strategic Financial..., Asset Management, Fixed Income, Investment Strategies, Uniform Combined State..., Alternative Investments, 401k
Education
Xavier University 2010 — 2011
Certified Financial Planning Certificate, Certified Financial Planning
Coastal Carolina University 2000 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank