Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Stephen Sorrow Stephen Sorrow's Fidelity Investments Experience January 2006 - July 2008
Job Senior Recruiter at Granite Solutions Groupe
Industry Capital Markets
Experience
Granite Solutions Groupe, Inc. November 2013 - Present
Wells Fargo Bank February 2009 - October 2013
Fidelity Investments January 2006 - July 2008
IBM June 2004 - December 2005
Pioneer Investments July 1999 - June 2004
Skills
Program Management, Vendor Management, Strategy, Cross-functional Team..., Management, Risk Management, Process Improvement, Project Management, Business Process..., Software Project..., Requirements Analysis, Requirements Gathering, Agile Project Management, Product Management, SDLC, Business Analysis, Integration, Analysis, SharePoint, Forecasting, Strategic Roadmaps, Banking, Web Design, Scrum, Project Portfolio..., Business Process, User-centered Design, Outstanding people..., Budgets, Financial Services, Agile Methodologies, Mentoring, Coaching, Mutual Funds, Treasury Management, Web Development, Software Development, Negotiation, Issue Management, Team Building, User Centered Design, Budget Forecasts, Human-Centered Design
Education
Bentley University 2002 — 2004
MBA, Finance
College of Charleston 1997 — 1999
BA, Philosophy
Lander University 1994 — 1997
English Literature and History
Granite Solutions Groupe, Inc. November 2013 - Present
Wells Fargo Bank February 2009 - October 2013
Fidelity Investments January 2006 - July 2008
IBM June 2004 - December 2005
Pioneer Investments July 1999 - June 2004
Skills
Program Management, Vendor Management, Strategy, Cross-functional Team..., Management, Risk Management, Process Improvement, Project Management, Business Process..., Software Project..., Requirements Analysis, Requirements Gathering, Agile Project Management, Product Management, SDLC, Business Analysis, Integration, Analysis, SharePoint, Forecasting, Strategic Roadmaps, Banking, Web Design, Scrum, Project Portfolio..., Business Process, User-centered Design, Outstanding people..., Budgets, Financial Services, Agile Methodologies, Mentoring, Coaching, Mutual Funds, Treasury Management, Web Development, Software Development, Negotiation, Issue Management, Team Building, User Centered Design, Budget Forecasts, Human-Centered Design
Education
Bentley University 2002 — 2004
MBA, Finance
College of Charleston 1997 — 1999
BA, Philosophy
Lander University 1994 — 1997
English Literature and History
Jim Hebenstreit, CFP® Jim Hebenstreit, CFP®'s Fidelity Investments Experience 2005 - 2010
Job Fee Only Financial Planner at ClearView Financial Planning
Industry Financial Services
Experience
ClearView Financial Planning 2013 - Present
Fidelity Investments 2005 - 2010
Wells Fargo Bank 2004 - 2005
Independent Capital Management 2003 - 2004
Todd-AO 1989 - 2002
Skills
Retirement Planning, Investments, Insurance, Estate Planning, Financial Planning, Retirement
Education
College for Financial Planning 2010 — 2012
CFP® Professional Education Program, Personal Financial Planning
University of Southern California
B.A.
ClearView Financial Planning 2013 - Present
Fidelity Investments 2005 - 2010
Wells Fargo Bank 2004 - 2005
Independent Capital Management 2003 - 2004
Todd-AO 1989 - 2002
Skills
Retirement Planning, Investments, Insurance, Estate Planning, Financial Planning, Retirement
Education
College for Financial Planning 2010 — 2012
CFP® Professional Education Program, Personal Financial Planning
University of Southern California
B.A.
Jenny Cooper, CFP® CEP Jenny Cooper, CFP® CEP's Fidelity Investments Experience November 2007 - Present
Job Client Service Director, Fidelity Stock Plan Services
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Fidelity Investments April 2006 - October 2007
Fidelity Investments May 2004 - April 2006
Fidelity Investments July 1996 - May 2004
Fidelity Investments November 1994 - July 1996
Star Bank, N.A. March 1993 - November 1994
Star Bank, N.A. June 1990 - March 1993
Star Bank, N.A. June 1988 - June 1990
Skills
Equity Compensation, Retirement Services, Client Advisory Boards, Series 7, Series 9, Series 10, Series 63, Investment Advisory..., IRAs, Finance, CRM, Retirement, Investments, Equities, Insurance, Strategic Financial..., Series 6, Strategy, 401k, Employee Benefits, Estate Planning, Leadership, Retirement Planning, Mutual Funds, FINRA, Cross-functional Team..., Management, Wealth Management, Securities, Asset Allocation, Relationship Management
Education
Santa Clara University - Leavey School of Business 2009 — 2010
Certified Equity Professional (CEP) designation, Certified Equity Professional Institute
Xavier University - Williams College of Business 1992 — 1994
MBA, General
College for Financial Planning 1990 — 1992
CFP, Financial Planning certification
Miami University 1984 — 1988
Bachelor of Science in Business, Finance
NASD Securities Licensing 1987 — 1987
Securities Licenses, Series 7, Series 9, Series 10, Series 63
Fidelity Investments November 2007 - Present
Fidelity Investments April 2006 - October 2007
Fidelity Investments May 2004 - April 2006
Fidelity Investments July 1996 - May 2004
Fidelity Investments November 1994 - July 1996
Star Bank, N.A. March 1993 - November 1994
Star Bank, N.A. June 1990 - March 1993
Star Bank, N.A. June 1988 - June 1990
Skills
Equity Compensation, Retirement Services, Client Advisory Boards, Series 7, Series 9, Series 10, Series 63, Investment Advisory..., IRAs, Finance, CRM, Retirement, Investments, Equities, Insurance, Strategic Financial..., Series 6, Strategy, 401k, Employee Benefits, Estate Planning, Leadership, Retirement Planning, Mutual Funds, FINRA, Cross-functional Team..., Management, Wealth Management, Securities, Asset Allocation, Relationship Management
Education
Santa Clara University - Leavey School of Business 2009 — 2010
Certified Equity Professional (CEP) designation, Certified Equity Professional Institute
Xavier University - Williams College of Business 1992 — 1994
MBA, General
College for Financial Planning 1990 — 1992
CFP, Financial Planning certification
Miami University 1984 — 1988
Bachelor of Science in Business, Finance
NASD Securities Licensing 1987 — 1987
Securities Licenses, Series 7, Series 9, Series 10, Series 63
Jeremy Heimbigner Jeremy Heimbigner's Fidelity Investments Experience October 2014 - Present
Job Retirement Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments April 2014 - October 2014
Cetera Advisor Networks LLC June 2011 - March 2014
Morgan Stanley Smith Barney May 2009 - April 2010
Fallbrook Associated Swim Team September 2006 - May 2008
Skills
Investment Advisory, Strategic Financial..., Investments, FINRA, Fixed Income, Equities, Estate Planning, Life Insurance
Education
College for Financial Planning 2012 — 2014
Master of Science (MS), Personal Financial Planning
San Diego State University-California State University 2006 — 2010
Bachelor of Science Business Administration, Financial Services
Fallbrook High School 2001 — 2005
Fidelity Investments October 2014 - Present
Fidelity Investments April 2014 - October 2014
Cetera Advisor Networks LLC June 2011 - March 2014
Morgan Stanley Smith Barney May 2009 - April 2010
Fallbrook Associated Swim Team September 2006 - May 2008
Skills
Investment Advisory, Strategic Financial..., Investments, FINRA, Fixed Income, Equities, Estate Planning, Life Insurance
Education
College for Financial Planning 2012 — 2014
Master of Science (MS), Personal Financial Planning
San Diego State University-California State University 2006 — 2010
Bachelor of Science Business Administration, Financial Services
Fallbrook High School 2001 — 2005
Joseph Ode Joseph Ode's Fidelity Investments Experience May 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
JPMorgan Chase February 2010 - May 2013
Southwest Texas Capital Bank June 2005 - August 2005
Skills
Banking, Relationship-building..., •Experienced..., Series 7, series 63, Cash Register, Loan Servicing
Education
College for Financial Planning 2013 — 2013
Series 7, Finance and Financial Management Services, 84
The University of Texas at Arlington 2010 — 2013
Bachelor's degree, Business Management
Fidelity Investments May 2013 - Present
JPMorgan Chase February 2010 - May 2013
Southwest Texas Capital Bank June 2005 - August 2005
Skills
Banking, Relationship-building..., •Experienced..., Series 7, series 63, Cash Register, Loan Servicing
Education
College for Financial Planning 2013 — 2013
Series 7, Finance and Financial Management Services, 84
The University of Texas at Arlington 2010 — 2013
Bachelor's degree, Business Management
Barbara Collins Barbara Collins's Fidelity Investments Experience April 2010 - January 2014
Job
Industry Financial Services
Experience
Fidelity Investments April 2010 - January 2014
Bedell Frazier Investment Counselling July 2008 - March 2010
Charles Schwab November 1996 - July 2008
Merrill Lynch July 1983 - January 1992
Skills
Microsoft Word, Certified Financial..., Retirement Planning, Investments, 401k, IRAs, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Wealth Management, Customer Retention, Brand Ambassadors, Customer Service, Relationship Marketing, Relationship Management, Financial Services, Investment Strategies, Management, Retirement, Financial Planning, Strategic Planning, Portfolio Management
Education
College for Financial Planning
Diablo Valley College
Golden Gate University
Fidelity Investments April 2010 - January 2014
Bedell Frazier Investment Counselling July 2008 - March 2010
Charles Schwab November 1996 - July 2008
Merrill Lynch July 1983 - January 1992
Skills
Microsoft Word, Certified Financial..., Retirement Planning, Investments, 401k, IRAs, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Wealth Management, Customer Retention, Brand Ambassadors, Customer Service, Relationship Marketing, Relationship Management, Financial Services, Investment Strategies, Management, Retirement, Financial Planning, Strategic Planning, Portfolio Management
Education
College for Financial Planning
Diablo Valley College
Golden Gate University
Eric Bryden's Fidelity Investments Experience January 2015 - July 2015
Job Analyst, AB Testing & Analytics at Wayfair
Industry Information Technology and Services
Experience
Wayfair August 2015 - Present
Fidelity Investments January 2015 - July 2015
Colgate University September 2013 - May 2014
IMN, Inc. /Reynolds & Reynolds June 2013 - August 2013
Philanthropists at Colgate August 2012 - December 2012
Walmart, Inc. June 2011 - August 2012
Andover Townsman October 2009 - June 2010
YMCA Camp Lawrence June 2007 - August 2009
Skills
Salesforce Training, Creative Writing, Team Leadership, Data Analysis, Social Psychology, Customer Service, Social Media, Editing
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Graduated
University of the West Indies, Mona 2013 — 2013
Wayfair August 2015 - Present
Fidelity Investments January 2015 - July 2015
Colgate University September 2013 - May 2014
IMN, Inc. /Reynolds & Reynolds June 2013 - August 2013
Philanthropists at Colgate August 2012 - December 2012
Walmart, Inc. June 2011 - August 2012
Andover Townsman October 2009 - June 2010
YMCA Camp Lawrence June 2007 - August 2009
Skills
Salesforce Training, Creative Writing, Team Leadership, Data Analysis, Social Psychology, Customer Service, Social Media, Editing
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Graduated
University of the West Indies, Mona 2013 — 2013
BJ Willson's Fidelity Investments Experience September 1994 - January 2000
Job CFP at Greater Nevada Financial Services located at Greater Nevada Credit Union
Industry Banking
Experience
Greater Nevada Financial Services located at Greater Nevada Credit Union November 2005 - Present
CUNA Brokerage January 2000 - November 2005
Fidelity Investments September 1994 - January 2000
Education
College for Financial Planning 2003 — 2005
CFP - Certified Financial Planner designation, Financial Planning and Services
San Diego State University-California State University 1987 — 1990
Bachelor of Science (BS), Finance
Saddleback College 1984 — 1987
Associate of Arts (AA), Pre-Business
Greater Nevada Financial Services located at Greater Nevada Credit Union November 2005 - Present
CUNA Brokerage January 2000 - November 2005
Fidelity Investments September 1994 - January 2000
Education
College for Financial Planning 2003 — 2005
CFP - Certified Financial Planner designation, Financial Planning and Services
San Diego State University-California State University 1987 — 1990
Bachelor of Science (BS), Finance
Saddleback College 1984 — 1987
Associate of Arts (AA), Pre-Business
Gretchen Rhinehimer Gretchen Rhinehimer's Fidelity Investments Experience July 2014 - Present
Job Director, Communications Consulting
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments February 2006 - July 2014
Fidelity Investments 2003 - 2006
Fidelity Investments 1996 - 2000
Fidelity Investments 1995 - 1996
Fidelity Investments 1993 - 1995
University of Minnesota Medical School 1991 - 1992
University of Cincinnati College of Medicine 1989 - 1991
Association of American Medical Colleges 1987 - 1989
Association of American Medical Colleges 1985 - 1987
Skills
Asset Allocation, Investments, Mutual Funds, Defined Benefit, Internal Communications, Series 6, Series 63, Marketing Communications, Relationship Management, Building Relationships, 401k, Customer Service, Certified Financial..., Financial Services, Retirement, Health Savings Accounts
Education
University of Maryland College Park
Bachelor of Science
College for Financial Planning
Certified Financial Planner®
Parkdale High School
Fidelity Investments July 2014 - Present
Fidelity Investments February 2006 - July 2014
Fidelity Investments 2003 - 2006
Fidelity Investments 1996 - 2000
Fidelity Investments 1995 - 1996
Fidelity Investments 1993 - 1995
University of Minnesota Medical School 1991 - 1992
University of Cincinnati College of Medicine 1989 - 1991
Association of American Medical Colleges 1987 - 1989
Association of American Medical Colleges 1985 - 1987
Skills
Asset Allocation, Investments, Mutual Funds, Defined Benefit, Internal Communications, Series 6, Series 63, Marketing Communications, Relationship Management, Building Relationships, 401k, Customer Service, Certified Financial..., Financial Services, Retirement, Health Savings Accounts
Education
University of Maryland College Park
Bachelor of Science
College for Financial Planning
Certified Financial Planner®
Parkdale High School
Joellene Aylor Joellene Aylor's Fidelity Investments Experience October 2004 - September 2007
Job Paraplanner at Resource Consulting Group
Industry Financial Services
Experience
Resource Consulting Group September 2007 - Present
Fidelity Investments October 2004 - September 2007
Fidelity Investments February 2001 - October 2004
Fidelity Investments October 1999 - February 2001
Skills
Highly detail oriented, Exceptionally well..., Highly motivated..., Client Focus, World Class Customer..., Registered Paraplanner, Badges, Account Reconciliation, Accounting, Analysis, Cash Flow, Defined Contribution, Equities, Finance, Financial Services, Financial Statements, IRAs, Investments, Management, Mutual Funds, Retirement, Risk Management, Trading
Education
Indiana Wesleyan University 2013 — 2014
Master's degree, Accounting
College for Financial Planning 2009 — 2009
Registered Paraplanner, Financial Planning and Services
Thomas More College 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pensacola Christian College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Resource Consulting Group September 2007 - Present
Fidelity Investments October 2004 - September 2007
Fidelity Investments February 2001 - October 2004
Fidelity Investments October 1999 - February 2001
Skills
Highly detail oriented, Exceptionally well..., Highly motivated..., Client Focus, World Class Customer..., Registered Paraplanner, Badges, Account Reconciliation, Accounting, Analysis, Cash Flow, Defined Contribution, Equities, Finance, Financial Services, Financial Statements, IRAs, Investments, Management, Mutual Funds, Retirement, Risk Management, Trading
Education
Indiana Wesleyan University 2013 — 2014
Master's degree, Accounting
College for Financial Planning 2009 — 2009
Registered Paraplanner, Financial Planning and Services
Thomas More College 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pensacola Christian College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Jeffrey Conyers, CFP®'s Fidelity Investments Experience September 2004 - July 2012
Job Financial Advisor at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group August 2012 - Present
Fidelity Investments September 2004 - July 2012
Fidelity Investments July 1999 - September 2004
Bartlett & Co. September 1984 - July 1999
Skills
Retirement Planning, Investment Strategies, Insurance, Mutual Funds, Finance, Securities, FINRA, Small Business, Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Series 63, 401k
Education
College for Financial Planning 2007 — 2008
Eastern Kentucky University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
Financial Partners Group August 2012 - Present
Fidelity Investments September 2004 - July 2012
Fidelity Investments July 1999 - September 2004
Bartlett & Co. September 1984 - July 1999
Skills
Retirement Planning, Investment Strategies, Insurance, Mutual Funds, Finance, Securities, FINRA, Small Business, Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Series 63, 401k
Education
College for Financial Planning 2007 — 2008
Eastern Kentucky University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
Anita Gray, CFP®'s Fidelity Investments Experience September 2011 - May 2014
Job CFP® Professional seeking career opportunity and Director of Volunteers for Sustainable Development USA (Voluntary)
Industry Financial Services
Experience
Empirical Wealth Management October 2014 - January 2015
Fidelity Investments September 2011 - May 2014
Retirement Educators July 2011 - September 2011
TravelPost June 2010 - January 2011
MHN Government Services July 2009 - September 2009
Ameriprise Financial February 2008 - April 2009
Ameriprise Financial December 2005 - February 2008
Going Places May 1993 - March 1998
Skills
Retirement Planning, Strategic Financial..., Strategy Development, Financial Planning, Customer Relations, Relationship Management, Investments, Planning, Series 7, Series 63, Sales, Customer Service, 401k, Process Improvement, Financial Services, Insurance, Analysis, Business Development, CRM, Training, Strategy, Project Planning, Leadership, Retirement, Coaching, Management, Marketing, Finance, Financial Planners, Investment Strategies, Investment Advisory, Strategic Planning
Education
College for Financial Planning 2008 — 2009
CERTIFIED FINANCIAL PLANNER
University of Colorado Boulder 2000 — 2003
BA, Psychology & Theatre
Aston College 1992 — 1993
Associate's, Business Administration
Empirical Wealth Management October 2014 - January 2015
Fidelity Investments September 2011 - May 2014
Retirement Educators July 2011 - September 2011
TravelPost June 2010 - January 2011
MHN Government Services July 2009 - September 2009
Ameriprise Financial February 2008 - April 2009
Ameriprise Financial December 2005 - February 2008
Going Places May 1993 - March 1998
Skills
Retirement Planning, Strategic Financial..., Strategy Development, Financial Planning, Customer Relations, Relationship Management, Investments, Planning, Series 7, Series 63, Sales, Customer Service, 401k, Process Improvement, Financial Services, Insurance, Analysis, Business Development, CRM, Training, Strategy, Project Planning, Leadership, Retirement, Coaching, Management, Marketing, Finance, Financial Planners, Investment Strategies, Investment Advisory, Strategic Planning
Education
College for Financial Planning 2008 — 2009
CERTIFIED FINANCIAL PLANNER
University of Colorado Boulder 2000 — 2003
BA, Psychology & Theatre
Aston College 1992 — 1993
Associate's, Business Administration
Alison Bryan's Fidelity Investments Experience September 2012 - August 2013
Job Business Development at DaVita
Industry Hospital & Health Care
Experience
DaVita Kidney Care October 2014 - Present
Janus Capital Group August 2013 - October 2014
Fidelity Investments September 2012 - August 2013
Fidelity Investments July 2010 - September 2012
Mallory Factor Inc. June 2008 - May 2010
Skills
Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Series 66, CFP Candidate, Investments, Broker-Dealer, Registered Investment...
Education
College of Charleston 2006 — 2010
Bachelor of Science, Business/ Finance
DaVita Kidney Care October 2014 - Present
Janus Capital Group August 2013 - October 2014
Fidelity Investments September 2012 - August 2013
Fidelity Investments July 2010 - September 2012
Mallory Factor Inc. June 2008 - May 2010
Skills
Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Series 66, CFP Candidate, Investments, Broker-Dealer, Registered Investment...
Education
College of Charleston 2006 — 2010
Bachelor of Science, Business/ Finance
William Joyce William Joyce's Fidelity Investments Experience May 2014 - January 2015
Job Foreign Exchange and Fixed Income Specialist
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Fidelity Investments May 2014 - January 2015
Fidelity Charitable December 2013 - April 2014
Orient Overseas Container Lines June 2013 - August 2013
Tôn Đông Á June 2012 - August 2012
New Seabury Properties, LLC / Bayswater Brokerage MA, LLC May 2008 - August 2011
Patrick Properties LLC, Fish Restaurant October 2010 - April 2011
Skills
Leadership, Public Speaking, Microsoft Excel, Fundraising, Customer Service, Social Networking, Entrepreneurship, Bloomberg, Sales, Management, Budgets, Economics, Event Planning, Finance, Financial Analysis, Market Research, Political Economy, Event Management, Financial Modeling, Global Trends, International Market..., Photoshop, Bloomberg Terminal
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Economics, Finance
Falmouth High School 2005 — 2009
Bloomberg LP February 2015 - Present
Fidelity Investments May 2014 - January 2015
Fidelity Charitable December 2013 - April 2014
Orient Overseas Container Lines June 2013 - August 2013
Tôn Đông Á June 2012 - August 2012
New Seabury Properties, LLC / Bayswater Brokerage MA, LLC May 2008 - August 2011
Patrick Properties LLC, Fish Restaurant October 2010 - April 2011
Skills
Leadership, Public Speaking, Microsoft Excel, Fundraising, Customer Service, Social Networking, Entrepreneurship, Bloomberg, Sales, Management, Budgets, Economics, Event Planning, Finance, Financial Analysis, Market Research, Political Economy, Event Management, Financial Modeling, Global Trends, International Market..., Photoshop, Bloomberg Terminal
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Economics, Finance
Falmouth High School 2005 — 2009
Brian Steineman Brian Steineman's Fidelity Investments Experience December 1993 - July 2008
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2013 - Present
Charles Schwab August 2008 - March 2013
Fidelity Investments December 1993 - July 2008
IIT Research Institute 1989 - 1993
US Army 1985 - 1988
Education
Xavier University 1993 — 1994
Business Administration and Management, General
Wright State University 1989 — 1993
Bachelor of Science (B.S.), Accounting and Finance
College for Financial Planning
AAMS
TD Ameritrade February 2013 - Present
Charles Schwab August 2008 - March 2013
Fidelity Investments December 1993 - July 2008
IIT Research Institute 1989 - 1993
US Army 1985 - 1988
Education
Xavier University 1993 — 1994
Business Administration and Management, General
Wright State University 1989 — 1993
Bachelor of Science (B.S.), Accounting and Finance
College for Financial Planning
AAMS
Rex Baxter Rex Baxter's Fidelity Investments Experience 1995 - 1997
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch April 1997 - April 2009
Fidelity Investments 1995 - 1997
Education
College for Financial Planning 2011 — 2011
Accredited Portfolio Management Advisor (APMA), Portfolio Management
The American College 2002 — 2004
Certified Financial Planner practitioner, Financial Planning
Weber State University 1991 — 1996
B.S. -Business Administration, Finance
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch April 1997 - April 2009
Fidelity Investments 1995 - 1997
Education
College for Financial Planning 2011 — 2011
Accredited Portfolio Management Advisor (APMA), Portfolio Management
The American College 2002 — 2004
Certified Financial Planner practitioner, Financial Planning
Weber State University 1991 — 1996
B.S. -Business Administration, Finance
Nick Maylander's Fidelity Investments Experience September 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Course Hero, Inc. August 2014 - November 2014
Cold Creek Technologies June 2014 - August 2014
Acton Boxborough Regional School District April 2012 - August 2013
Nashoba Valley Ski Area April 2011 - August 2013
Skills
Leadership, Teamwork, Team Management, Written Correspondence, Financial Analysis, Start-ups, Fundraising, Market Research, Event Planning, Mergers & Acquisitions, Event Management, PowerPoint, Cloud Marketing, Social Media, Microsoft Word, English, Risk Assessment, Microsoft Excel
Education
College of Charleston 2011 — 2015
Business Administration, Finance
Acton Boxborough Regional High School 2007 — 2011
Fidelity Investments September 2015 - Present
Course Hero, Inc. August 2014 - November 2014
Cold Creek Technologies June 2014 - August 2014
Acton Boxborough Regional School District April 2012 - August 2013
Nashoba Valley Ski Area April 2011 - August 2013
Skills
Leadership, Teamwork, Team Management, Written Correspondence, Financial Analysis, Start-ups, Fundraising, Market Research, Event Planning, Mergers & Acquisitions, Event Management, PowerPoint, Cloud Marketing, Social Media, Microsoft Word, English, Risk Assessment, Microsoft Excel
Education
College of Charleston 2011 — 2015
Business Administration, Finance
Acton Boxborough Regional High School 2007 — 2011
Sam Rasalam Sam Rasalam's Fidelity Investments Experience 2012 - 2013
Job
Industry Information Technology and Services
Experience
SpearHead Consulting March 2014 - Present
SpearHead Consulting March 2014 - Present
Collaborative Consulting June 2012 - March 2014
AT&T 2014 - 2014
Fidelity Investments 2012 - 2013
Energy Future Holdings April 2012 - June 2012
BenefitMall January 2011 - March 2012
SunGard August 2010 - December 2010
ThinkFinance April 2010 - August 2010
Atmos Energy April 2007 - April 2010
Skills
Certified Project..., PMP, PL/SQL, Test Planning, SDLC, Requirements Analysis, Software Project..., Agile Methodologies, Business Analysis, Testing, Integration, Requirements Gathering, Visio, Program Management, MS Project, Solution Architecture, Scrum, SharePoint, User Acceptance Testing, Oracle, SQL, Databases, Quality Center, Business Requirements, TFS, Test Cases, T-SQL, Perl, Quality Assurance, Business Process, QTP, Agile Project Management, Data Warehousing, Business Intelligence, Software Development, SSIS, SSRS, Test Automation, Vendor Management, Microsoft SQL Server, Business Process..., Unix, Systems Analysis, Regression Testing, ETL, UML, Software Quality..., Web Services, HP QTP, Project Management
Education
Southern Methodist University - Cox School of Business 2005 — 2008
MBA, Operations and IT Management
Georgia Institute of Technology 1999 — 2003
MSCS, Computer Science
Georgia Institute of Technology 1997 — 1999
MSECE, Electrical and Computer Engineering
College of Engineering, Trivandrum 1992 — 1997
BSEE, Electrical Engineering
Trivandrum Engineering College 1992 — 1997
B Tech, Electrical and Electronics Engineering
Christ Nagar School 1984 — 1992
SpearHead Consulting March 2014 - Present
SpearHead Consulting March 2014 - Present
Collaborative Consulting June 2012 - March 2014
AT&T 2014 - 2014
Fidelity Investments 2012 - 2013
Energy Future Holdings April 2012 - June 2012
BenefitMall January 2011 - March 2012
SunGard August 2010 - December 2010
ThinkFinance April 2010 - August 2010
Atmos Energy April 2007 - April 2010
Skills
Certified Project..., PMP, PL/SQL, Test Planning, SDLC, Requirements Analysis, Software Project..., Agile Methodologies, Business Analysis, Testing, Integration, Requirements Gathering, Visio, Program Management, MS Project, Solution Architecture, Scrum, SharePoint, User Acceptance Testing, Oracle, SQL, Databases, Quality Center, Business Requirements, TFS, Test Cases, T-SQL, Perl, Quality Assurance, Business Process, QTP, Agile Project Management, Data Warehousing, Business Intelligence, Software Development, SSIS, SSRS, Test Automation, Vendor Management, Microsoft SQL Server, Business Process..., Unix, Systems Analysis, Regression Testing, ETL, UML, Software Quality..., Web Services, HP QTP, Project Management
Education
Southern Methodist University - Cox School of Business 2005 — 2008
MBA, Operations and IT Management
Georgia Institute of Technology 1999 — 2003
MSCS, Computer Science
Georgia Institute of Technology 1997 — 1999
MSECE, Electrical and Computer Engineering
College of Engineering, Trivandrum 1992 — 1997
BSEE, Electrical Engineering
Trivandrum Engineering College 1992 — 1997
B Tech, Electrical and Electronics Engineering
Christ Nagar School 1984 — 1992
Nassim Nick Elias, CFP Nassim Nick Elias, CFP's Fidelity Investments Experience June 2009 - Present
Job Vice President, Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2009 - Present
Florida State College at Jacksonville January 2004 - December 2009
SunTrust Bank October 2005 - June 2009
SunTrust Bank February 2004 - October 2005
Wells Fargo June 2001 - February 2004
Ameriprise Financial Services, Inc. November 1998 - June 2001
Education
College for Financial Planning 1999 — 2003
Certified Financial Planner
University of North Florida - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Fidelity Investments June 2009 - Present
Florida State College at Jacksonville January 2004 - December 2009
SunTrust Bank October 2005 - June 2009
SunTrust Bank February 2004 - October 2005
Wells Fargo June 2001 - February 2004
Ameriprise Financial Services, Inc. November 1998 - June 2001
Education
College for Financial Planning 1999 — 2003
Certified Financial Planner
University of North Florida - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Brad Rayburn Brad Rayburn's Fidelity Investments Experience August 2011 - Present
Job Brokerage Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments May 2007 - October 2010
Education
College for Financial Planning 2000 — 2001
Certified Financial Planner, CFP Certificant
University of Utah 1990 — 1993
Organizational Communications
Fidelity Investments August 2011 - Present
Fidelity Investments May 2007 - October 2010
Education
College for Financial Planning 2000 — 2001
Certified Financial Planner, CFP Certificant
University of Utah 1990 — 1993
Organizational Communications
Steve Gleken Steve Gleken's Fidelity Investments Experience November 1992 - April 1994
Job HR Benefits Analyst at Graphic Packaging International
Industry Human Resources
Experience
Ricoh Americas Corporation October 2004 - August 2012
Benefit Services Corporation January 2000 - June 2004
Benefit Services Corporation April 1994 - January 2000
Fidelity Investments November 1992 - April 1994
ADQ, Inc. March 1989 - November 1992
Skills
PeopleSoft, Employee Benefits, Benefits Administration, Software Documentation, Deferred Compensation, Auditing, Human Resources, Process Improvement, Mergers & Acquisitions, SAP HR
Education
International Foundation of Employee Benefit Plans 2006 — 2008
R.P.A., Pension fundamentals, DC fundamentals, H&W basics, Retirement asset management
Bentley College 1991 — 1992
Pension Fundamentals, Pension Law courses
Colgate University 1983 — 1987
B.A., Mathematics
Ricoh Americas Corporation October 2004 - August 2012
Benefit Services Corporation January 2000 - June 2004
Benefit Services Corporation April 1994 - January 2000
Fidelity Investments November 1992 - April 1994
ADQ, Inc. March 1989 - November 1992
Skills
PeopleSoft, Employee Benefits, Benefits Administration, Software Documentation, Deferred Compensation, Auditing, Human Resources, Process Improvement, Mergers & Acquisitions, SAP HR
Education
International Foundation of Employee Benefit Plans 2006 — 2008
R.P.A., Pension fundamentals, DC fundamentals, H&W basics, Retirement asset management
Bentley College 1991 — 1992
Pension Fundamentals, Pension Law courses
Colgate University 1983 — 1987
B.A., Mathematics
Richard Grady Richard Grady's Fidelity Investments Experience 2005 - 2010
Job President at Archway Associates LLC
Industry Information Technology and Services
Experience
Fidelity Investments 2005 - 2010
Security Mutual Life of New York 1997 - 2005
Travelers 1995 - 1996
Liberty Mutual 1987 - 1993
Shawmut Bank of Boston 1982 - 1987
Skills
IT Strategy, Analytics, Vendor Management, Business Intelligence, IT Operations, IT Management, IT Governance, Enterprise Architecture, Executive Management, Management, Integration, Consulting, Change Management, Leadership, Strategy, Governance, Data Warehousing, SDLC, Business Analysis
Education
Colgate University 1965 — 1969
BA, Sociology
St Sebastians School 1960 — 1965
Fidelity Investments 2005 - 2010
Security Mutual Life of New York 1997 - 2005
Travelers 1995 - 1996
Liberty Mutual 1987 - 1993
Shawmut Bank of Boston 1982 - 1987
Skills
IT Strategy, Analytics, Vendor Management, Business Intelligence, IT Operations, IT Management, IT Governance, Enterprise Architecture, Executive Management, Management, Integration, Consulting, Change Management, Leadership, Strategy, Governance, Data Warehousing, SDLC, Business Analysis
Education
Colgate University 1965 — 1969
BA, Sociology
St Sebastians School 1960 — 1965
Richard Janke, CFP's Fidelity Investments Experience November 2002 - February 2005
Job Senior Investment Advisor at Financial Insight Center
Industry Financial Services
Experience
Financial Insight Center January 2012 - Present
Heritage Financial Advisors, LLC November 2005 - December 2011
Fidelity Investments November 2002 - February 2005
Skills
Investment Advisory, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Wealth Management, Retirement, Uniform Combined State..., Financial Analysis
Education
College for Financial Planning 2007 — 2009
CFP, Finance
University of Utah 2001 — 2005
Bachelors, Economics
Financial Insight Center January 2012 - Present
Heritage Financial Advisors, LLC November 2005 - December 2011
Fidelity Investments November 2002 - February 2005
Skills
Investment Advisory, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Wealth Management, Retirement, Uniform Combined State..., Financial Analysis
Education
College for Financial Planning 2007 — 2009
CFP, Finance
University of Utah 2001 — 2005
Bachelors, Economics
Drew Lippert, CFP® Drew Lippert, CFP®'s Fidelity Investments Experience March 2014 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments August 2013 - March 2014
Fidelity Investments May 2013 - August 2013
Fidelity Investments January 2012 - May 2013
Total Quality Logistics May 2011 - December 2011
Roberds Converting Company May 2010 - August 2010
Cincinnati Childrens Hospital Medical Center May 2009 - August 2009
Education
College for Financial Planning 2015 — 2017
Master’s Degree, M.S. Finance
University of Cincinnati College of Business 2013 — 2015
Investment Management Graduate Certificate, Finance, 3.73
Cornell University 2012 — 2013
Certificate of Financial Management
Xavier University 2011 — 2012
Executive Certificate of Financial Planning, Executive Certificate of Financial Planning
Miami University 2007 — 2011
Farmer School of Business, Marketing
Fidelity Investments March 2014 - Present
Fidelity Investments August 2013 - March 2014
Fidelity Investments May 2013 - August 2013
Fidelity Investments January 2012 - May 2013
Total Quality Logistics May 2011 - December 2011
Roberds Converting Company May 2010 - August 2010
Cincinnati Childrens Hospital Medical Center May 2009 - August 2009
Education
College for Financial Planning 2015 — 2017
Master’s Degree, M.S. Finance
University of Cincinnati College of Business 2013 — 2015
Investment Management Graduate Certificate, Finance, 3.73
Cornell University 2012 — 2013
Certificate of Financial Management
Xavier University 2011 — 2012
Executive Certificate of Financial Planning, Executive Certificate of Financial Planning
Miami University 2007 — 2011
Farmer School of Business, Marketing
David Armantrout's Fidelity Investments Experience May 2012 - February 2014
Job Retirement brokerage services representative
Industry Accounting
Experience
Fidelity investment February 2014 - Present
Fidelity Investments May 2012 - February 2014
Skills
Series 7, Financial Analysis, Process Improvement, 401k, Retirement, Financial Modeling, Access
Education
College of Charleston
Bachelor's degree, Accounting
Fidelity investment February 2014 - Present
Fidelity Investments May 2012 - February 2014
Skills
Series 7, Financial Analysis, Process Improvement, 401k, Retirement, Financial Modeling, Access
Education
College of Charleston
Bachelor's degree, Accounting
Mike Stanton, CFP®'s Fidelity Investments Experience April 2001 - September 2004
Job Managing Director at Alpine Private Capital/Alpine Investment Management LLC
Industry Investment Management
Experience
Alpine Private Capital/Alpine Investment Management LLC June 2014 - Present
J.P. Morgan October 2010 - June 2014
U.S. Trust, Bank of America Private Wealth Management September 2004 - October 2010
Fidelity Investments April 2001 - September 2004
Edward Jones July 1999 - September 2001
Morningstar May 1998 - June 1999
Skills
Wealth Management, Private Banking, Investment Management, Wealth Management..., Strategic Financial..., Private Wealth..., Certified Financial..., Family Office, Asset Management, Asset Allocation, Equities, Retirement, Portfolio Management
Education
College for Financial Planning 2007 — 2007
CFP, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Parkway South
Alpine Private Capital/Alpine Investment Management LLC June 2014 - Present
J.P. Morgan October 2010 - June 2014
U.S. Trust, Bank of America Private Wealth Management September 2004 - October 2010
Fidelity Investments April 2001 - September 2004
Edward Jones July 1999 - September 2001
Morningstar May 1998 - June 1999
Skills
Wealth Management, Private Banking, Investment Management, Wealth Management..., Strategic Financial..., Private Wealth..., Certified Financial..., Family Office, Asset Management, Asset Allocation, Equities, Retirement, Portfolio Management
Education
College for Financial Planning 2007 — 2007
CFP, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Parkway South
Leah CoCo Leah CoCo's Fidelity Investments Experience September 2015 - Present
Job Interim Manager Service at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments August 2013 - January 2015
Ameriprise Financial April 2007 - August 2013
Northwestern Mutual Financial Network September 2004 - April 2007
Putnam Investments April 1996 - September 2002
First Federal Savings Bank of Boston/Family Bank February 1992 - April 1996
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Southern New Hampshire University
BA, Business Administration
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments August 2013 - January 2015
Ameriprise Financial April 2007 - August 2013
Northwestern Mutual Financial Network September 2004 - April 2007
Putnam Investments April 1996 - September 2002
First Federal Savings Bank of Boston/Family Bank February 1992 - April 1996
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Southern New Hampshire University
BA, Business Administration
Rahul Mishra (Business Analyst) Rahul Mishra (Business Analyst)'s Fidelity Investments Experience March 2008 - March 2009
Job Looking for new project...
Industry Financial Services
Experience
Citi Group September 2010 - Present
HSBC April 2008 - August 2010
Fidelity Investments March 2008 - March 2009
Education
College for Financial Planning
MS, Finance
Citi Group September 2010 - Present
HSBC April 2008 - August 2010
Fidelity Investments March 2008 - March 2009
Education
College for Financial Planning
MS, Finance
Lynette Sasso Twedt, CFP(R) Lynette Sasso Twedt, CFP(R)'s Fidelity Investments Experience August 2014 - Present
Job High Net Worth Associate Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Lockton Companies July 2010 - April 2013
LT Wealth Advisors August 2009 - July 2010
AIM Investments May 1991 - June 2008
Merrill Lynch August 1989 - December 1990
Shearson Lehman Brothers August 1984 - July 1989
Skills
Professional Services, Investment Advisory, Series 7, Series 63, Fixed Annuities, Securities, Multilingual, Business Relationship..., Investment Management, Investments, Mutual Funds, Alternative Investments, Campaigns, Series 6, Asset Allocation, Spanish, Retirement Planning, Sales, Financial Advisory, Finance, 401k, Retirement, Wealth Management
Education
College for Financial Planning 2008 — 2009
Graduate, Financial Planning
The University of Texas at Austin 1983 — 1988
BBA, Finance
Fidelity Investments August 2014 - Present
Lockton Companies July 2010 - April 2013
LT Wealth Advisors August 2009 - July 2010
AIM Investments May 1991 - June 2008
Merrill Lynch August 1989 - December 1990
Shearson Lehman Brothers August 1984 - July 1989
Skills
Professional Services, Investment Advisory, Series 7, Series 63, Fixed Annuities, Securities, Multilingual, Business Relationship..., Investment Management, Investments, Mutual Funds, Alternative Investments, Campaigns, Series 6, Asset Allocation, Spanish, Retirement Planning, Sales, Financial Advisory, Finance, 401k, Retirement, Wealth Management
Education
College for Financial Planning 2008 — 2009
Graduate, Financial Planning
The University of Texas at Austin 1983 — 1988
BBA, Finance
Christen Monk's Fidelity Investments Experience December 2014 - Present
Job Senior Manager, Oversight, Strategic Advisors at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
Fidelity Investments January 2011 - December 2013
Fidelity Investments September 2008 - December 2011
Fidelity Investments July 2007 - September 2008
Fidelity Investments March 2005 - July 2007
Saluti Cahn June 2003 - March 2005
Skills
Financial Services, Investments, Mutual Funds, Strategy, Process Improvement, Risk Management
Education
Colgate University 1999 — 2003
Bachelor of Arts (BA)
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
Fidelity Investments January 2011 - December 2013
Fidelity Investments September 2008 - December 2011
Fidelity Investments July 2007 - September 2008
Fidelity Investments March 2005 - July 2007
Saluti Cahn June 2003 - March 2005
Skills
Financial Services, Investments, Mutual Funds, Strategy, Process Improvement, Risk Management
Education
Colgate University 1999 — 2003
Bachelor of Arts (BA)
Haad Majied CFP®'s Fidelity Investments Experience November 2011 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Ameriprise Financial Services, Inc. November 2005 - November 2011
Education
College for Financial Planning 2009 — 2010
CRPC, AAMS, AWMS, Wealth Management, Retirement Planning
Wright State University 1999 — 2004
Bachelor Science, Marketing, Finance
CFP Board
CFP Certified Financial Planner
Fidelity Investments November 2011 - Present
Ameriprise Financial Services, Inc. November 2005 - November 2011
Education
College for Financial Planning 2009 — 2010
CRPC, AAMS, AWMS, Wealth Management, Retirement Planning
Wright State University 1999 — 2004
Bachelor Science, Marketing, Finance
CFP Board
CFP Certified Financial Planner
Kiera Konis's Fidelity Investments Experience 1989 - 1991
Job Managing Director at BNP Paribas
Industry Investment Management
Experience
BNP Paribas 2009 - Present
Alexandra Investment Management 2004 - 2009
Credit Suisse 1998 - 2003
UBS 1993 - 1998
Fidelity Investments 1989 - 1991
Skills
Fixed Income, Event Driven, Portfolio Management, Hedge Funds, Equities, Capital Markets, Asset Management, Special Situations, Derivatives, Trading, Investments, Options, Bloomberg, Emerging Markets, Volatility Arbitrage, Financial Markets, Equity Derivatives, Alternative Investments, Credit Derivatives, FX Options, Investment Banking, Bonds, Hedging, Securities, Structured Products
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Colgate University 1985 — 1989
BA, magna cum laude, Economics
BNP Paribas 2009 - Present
Alexandra Investment Management 2004 - 2009
Credit Suisse 1998 - 2003
UBS 1993 - 1998
Fidelity Investments 1989 - 1991
Skills
Fixed Income, Event Driven, Portfolio Management, Hedge Funds, Equities, Capital Markets, Asset Management, Special Situations, Derivatives, Trading, Investments, Options, Bloomberg, Emerging Markets, Volatility Arbitrage, Financial Markets, Equity Derivatives, Alternative Investments, Credit Derivatives, FX Options, Investment Banking, Bonds, Hedging, Securities, Structured Products
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Colgate University 1985 — 1989
BA, magna cum laude, Economics
Joseph McGraw, CFP's Fidelity Investments Experience 1999 - 2002
Job Certified Financial Planner at Portfolio Logic
Industry Financial Services
Experience
Portfolio Logic, LLC 2014 - Present
Portfolio Solutions 2012 - 2014
Demos Partners 2010 - 2012
MetLife 2002 - 2010
Fidelity Investments 1999 - 2002
Citicorp Investment Services 1997 - 1999
Skills
Modern Portfolio Theory, Thought Leadership, Finance, Investment Strategies, Strategy, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Competitive Intelligence, Asset Management, Sales & Marketing..., Wealth Management, Financial Services, Mutual Funds, Securities, Public Speaking, Management, ETFs, Territory..., Financial Literacy..., Student Financial Aid, College Funding..., Financial Advisory
Education
College for Financial Planning
CFP Education Program
University of Illinois
M.A.
DePaul University
B.A.
Portfolio Logic, LLC 2014 - Present
Portfolio Solutions 2012 - 2014
Demos Partners 2010 - 2012
MetLife 2002 - 2010
Fidelity Investments 1999 - 2002
Citicorp Investment Services 1997 - 1999
Skills
Modern Portfolio Theory, Thought Leadership, Finance, Investment Strategies, Strategy, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Competitive Intelligence, Asset Management, Sales & Marketing..., Wealth Management, Financial Services, Mutual Funds, Securities, Public Speaking, Management, ETFs, Territory..., Financial Literacy..., Student Financial Aid, College Funding..., Financial Advisory
Education
College for Financial Planning
CFP Education Program
University of Illinois
M.A.
DePaul University
B.A.
Andrew McClain, CFP®, ChFC®, CLU®, CWS® Andrew McClain, CFP®, ChFC®, CLU®, CWS®'s Fidelity Investments Experience September 2001 - October 2002
Job Wealth Manager at USAA Wealth Management
Industry Financial Services
Experience
USAA August 2012 - Present
USAA April 2010 - August 2012
Ameriprise Financial June 2008 - April 2010
Edward Jones June 2006 - June 2008
Bank of America July 2003 - June 2006
Fidelity Investments September 2001 - October 2002
Education
College for Financial Planning 2010 — 2011
CFP(R) Mentor Professional Education Program
Haverford College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, General Course Study Abroad Program
USAA August 2012 - Present
USAA April 2010 - August 2012
Ameriprise Financial June 2008 - April 2010
Edward Jones June 2006 - June 2008
Bank of America July 2003 - June 2006
Fidelity Investments September 2001 - October 2002
Education
College for Financial Planning 2010 — 2011
CFP(R) Mentor Professional Education Program
Haverford College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, General Course Study Abroad Program
Kevin Shelton, CFP® Kevin Shelton, CFP®'s Fidelity Investments Experience August 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments April 2013 - Present
Citi April 2012 - April 2013
First Bank August 2006 - November 2011
East Bay Financial Planning Association 2002 - 2011
Lodestar Private Asset Management LLC August 2000 - August 2006
FPA NorCal Conference August 2004 - April 2005
American Century Brokerage January 1998 - August 2000
Wells Fargo Bank September 1996 - January 1998
Skills
Asset Management, Pensions, Deferred Compensation, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds, 401k, Succession Planning, Retirement Planning, Investments, Portfolio Management, Estate Planning, Investment Advisory, Financial Advisory, Equities, Series 7, Fixed Income, Investment Strategies, Retirement, Risk Management, Securities, Financial Analysis, Wealth, Financial Modeling, Strategic Financial...
Education
College for Financial Planning 2013 — 2014
Masters of Science, Financial Planning
University of California, Berkeley 1996 — 2000
Certificate, Certified Financial Planner Program
San Jose State University 1989 — 1992
Bachelors, Business Administration
Woodside Priory School 1982 — 1986
HS Diploma, College Prep Education
Fidelity Investments August 2015 - Present
Fidelity Investments April 2013 - Present
Citi April 2012 - April 2013
First Bank August 2006 - November 2011
East Bay Financial Planning Association 2002 - 2011
Lodestar Private Asset Management LLC August 2000 - August 2006
FPA NorCal Conference August 2004 - April 2005
American Century Brokerage January 1998 - August 2000
Wells Fargo Bank September 1996 - January 1998
Skills
Asset Management, Pensions, Deferred Compensation, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds, 401k, Succession Planning, Retirement Planning, Investments, Portfolio Management, Estate Planning, Investment Advisory, Financial Advisory, Equities, Series 7, Fixed Income, Investment Strategies, Retirement, Risk Management, Securities, Financial Analysis, Wealth, Financial Modeling, Strategic Financial...
Education
College for Financial Planning 2013 — 2014
Masters of Science, Financial Planning
University of California, Berkeley 1996 — 2000
Certificate, Certified Financial Planner Program
San Jose State University 1989 — 1992
Bachelors, Business Administration
Woodside Priory School 1982 — 1986
HS Diploma, College Prep Education
Dan Ortt,CFP® Dan Ortt,CFP®'s Fidelity Investments Experience 1995 - 1997
Job President and CFP at Ortt Financial, Inc
Industry Investment Management
Experience
Ortt Financial, Inc. September 2010 - Present
Camp Mak-A-Dream 2010 - Present
First Interstate Wealth Management September 1999 - September 2010
First Security Bank 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
Investments, Finance, Securities, Estate Planning, Insurance, Financial Services, Financial Analysis, Portfolio Management, Equities, Wealth
Education
College for Financial Planning 2009 — 2010
CFP Certification Professional Education Program
Cannon Financial Institute 2005 — 2005
Investment Management & Personal Trust Sales School
University of Montana 1990 — 1995
BS, Finance
Ortt Financial, Inc. September 2010 - Present
Camp Mak-A-Dream 2010 - Present
First Interstate Wealth Management September 1999 - September 2010
First Security Bank 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
Investments, Finance, Securities, Estate Planning, Insurance, Financial Services, Financial Analysis, Portfolio Management, Equities, Wealth
Education
College for Financial Planning 2009 — 2010
CFP Certification Professional Education Program
Cannon Financial Institute 2005 — 2005
Investment Management & Personal Trust Sales School
University of Montana 1990 — 1995
BS, Finance
John Martire John Martire's Fidelity Investments Experience 1992 - 2008
Job Technology Marketing Manager at Red Barn Coffee Roasters
Industry Information Technology and Services
Experience
Red Barn Coffee Roasters March 2011 - Present
Athletes For A Fit Planet January 2010 - March 2011
Fidelity Investments 1992 - 2008
Converse Inc. 1981 - 1988
Polymerics, Inc. 1978 - 1981
Education
Simmons College 1990 — 1992
MS, Information Science
Colgate University 1973 — 1978
BA, English, Psychology
Red Barn Coffee Roasters March 2011 - Present
Athletes For A Fit Planet January 2010 - March 2011
Fidelity Investments 1992 - 2008
Converse Inc. 1981 - 1988
Polymerics, Inc. 1978 - 1981
Education
Simmons College 1990 — 1992
MS, Information Science
Colgate University 1973 — 1978
BA, English, Psychology
Katie (Rosenthal) Gialenios Katie (Rosenthal) Gialenios's Fidelity Investments Experience April 2014 - Present
Job Customer Resolution Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments June 2013 - April 2014
Regal Cinemas May 2011 - May 2013
The College of Charleston Center for Student Learning August 2010 - May 2013
PowerScore Test Preparation January 2013 - April 2013
Skills
Salesforce.com, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, People-oriented, Multi Tasking, Oral & Written..., Customer Service, Human Resources, Interviews, Leadership, Microsoft Office, Training
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Psychology
Fidelity Investments April 2014 - Present
Fidelity Investments June 2013 - April 2014
Regal Cinemas May 2011 - May 2013
The College of Charleston Center for Student Learning August 2010 - May 2013
PowerScore Test Preparation January 2013 - April 2013
Skills
Salesforce.com, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, People-oriented, Multi Tasking, Oral & Written..., Customer Service, Human Resources, Interviews, Leadership, Microsoft Office, Training
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Psychology
Jason Haboush Jason Haboush's Fidelity Investments Experience May 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
LPL Financial April 2014 - May 2015
Morgan Stanley April 2003 - April 2014
A.G. Edwards & Sons, Inc. (Wells Fargo) 2001 - 2003
Ohio Kentucky Oil Corp. 1997 - 2001
Skills
401k, Series 7, Retirement Planning, Training, Financial Advisory, Asset Allocation, Finance, Mutual Funds, Portfolio Management, Alternative Investments, Securities, FINRA, Series 63, Private Placements, Investment Advisory, Life Insurance, Investment Strategies, Series 65, Wealth Management, Mortgage Lending, Investments, Financial Analysis, Equities, Asset Management, Uniform Combined State..., Investment Management, Strategic Financial..., Fixed Annuities, Wealth Management..., Financial Services, Fixed Income, Insurance, Retirement, Estate Planning, Separately Managed..., IRAs, 401k Rollovers, Term Life Insurance, ETFs, Trading, Wealth, Financial Modeling, High Net Worth..., Bonds, Wealth Accumulation, Risk Management, Pensions, Financial Goals, Trusts, Management
Education
College for Financial Planning
Finance and Financial Management Services
University of Kentucky
Bachelor of Science : Software Engineering, Minor : Mathematical Science, Minor : Business Managment
Fidelity Investments May 2015 - Present
LPL Financial April 2014 - May 2015
Morgan Stanley April 2003 - April 2014
A.G. Edwards & Sons, Inc. (Wells Fargo) 2001 - 2003
Ohio Kentucky Oil Corp. 1997 - 2001
Skills
401k, Series 7, Retirement Planning, Training, Financial Advisory, Asset Allocation, Finance, Mutual Funds, Portfolio Management, Alternative Investments, Securities, FINRA, Series 63, Private Placements, Investment Advisory, Life Insurance, Investment Strategies, Series 65, Wealth Management, Mortgage Lending, Investments, Financial Analysis, Equities, Asset Management, Uniform Combined State..., Investment Management, Strategic Financial..., Fixed Annuities, Wealth Management..., Financial Services, Fixed Income, Insurance, Retirement, Estate Planning, Separately Managed..., IRAs, 401k Rollovers, Term Life Insurance, ETFs, Trading, Wealth, Financial Modeling, High Net Worth..., Bonds, Wealth Accumulation, Risk Management, Pensions, Financial Goals, Trusts, Management
Education
College for Financial Planning
Finance and Financial Management Services
University of Kentucky
Bachelor of Science : Software Engineering, Minor : Mathematical Science, Minor : Business Managment
Matt Manella, CFP® Matt Manella, CFP®'s Fidelity Investments Experience 1999 - 2000
Job
Industry Financial Services
Experience
MassMutual Financial Group April 2012 - Present
LPL Financial 2010 - 2011
Wachovia 2009 - 2010
Merrill Lynch 2002 - 2009
American Express Financial Advisors 2001 - 2002
Smith Barney 2001 - 2002
MFS Investment Management 2000 - 2001
Fidelity Investments 1999 - 2000
Various 1988 - 1999
Education
Gordon College 1993 — 1998
Bachelor of Arts, Biblical and Theological Studies; Minor: Marine Biology
College for Financial Planning 2000 — 2003
CFP®, Financial Planning
University of Maryland University College 2007 — 2009
Graduate Work, Accounting and Financial Management
Jerusalem University College (JUC) - Old City Jerusalem, Israel 1996 — 1997
Course Work, Biblical and Theological Studies
Sea Education Association (SEA) - Woods Hole, Massachusetts 1995 — 1996
Course Work, Marine Biology
Montana Wilderness School of the Bible (MWSB) - Augusta, Montana 1992 — 1993
St. Paul's (SP) - Brooklandville, Maryland 1989 — 1991
Valley Forge Military Academy & College 1988 — 1989
MassMutual Financial Group April 2012 - Present
LPL Financial 2010 - 2011
Wachovia 2009 - 2010
Merrill Lynch 2002 - 2009
American Express Financial Advisors 2001 - 2002
Smith Barney 2001 - 2002
MFS Investment Management 2000 - 2001
Fidelity Investments 1999 - 2000
Various 1988 - 1999
Education
Gordon College 1993 — 1998
Bachelor of Arts, Biblical and Theological Studies; Minor: Marine Biology
College for Financial Planning 2000 — 2003
CFP®, Financial Planning
University of Maryland University College 2007 — 2009
Graduate Work, Accounting and Financial Management
Jerusalem University College (JUC) - Old City Jerusalem, Israel 1996 — 1997
Course Work, Biblical and Theological Studies
Sea Education Association (SEA) - Woods Hole, Massachusetts 1995 — 1996
Course Work, Marine Biology
Montana Wilderness School of the Bible (MWSB) - Augusta, Montana 1992 — 1993
St. Paul's (SP) - Brooklandville, Maryland 1989 — 1991
Valley Forge Military Academy & College 1988 — 1989
Timothy Gallagher, AAMS, CRPC Timothy Gallagher, AAMS, CRPC's Fidelity Investments Experience November 2005 - March 2008
Job Corporate Services Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial May 2011 - Present
Charles Schwab & Co., Schwab Bank March 2008 - September 2010
Fidelity Investments November 2005 - March 2008
Wells Fargo, Private Client Services October 2003 - November 2005
Prudential Securities, Inc September 2000 - October 2003
Lucent Technologies February 1998 - February 2000
Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Retirement Planning, Finance, Series 7, Start-ups, Retirement, Securities, Banking, Series 63, Investment Strategies
Education
College for Financial Planning
AAMS, CRPC, Asset Management and Retirement Planning
University of California, Santa Cruz
Bachelor of Arts, Economics
University of Phoenix
Master, Business Administration
E*TRADE Financial May 2011 - Present
Charles Schwab & Co., Schwab Bank March 2008 - September 2010
Fidelity Investments November 2005 - March 2008
Wells Fargo, Private Client Services October 2003 - November 2005
Prudential Securities, Inc September 2000 - October 2003
Lucent Technologies February 1998 - February 2000
Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Retirement Planning, Finance, Series 7, Start-ups, Retirement, Securities, Banking, Series 63, Investment Strategies
Education
College for Financial Planning
AAMS, CRPC, Asset Management and Retirement Planning
University of California, Santa Cruz
Bachelor of Arts, Economics
University of Phoenix
Master, Business Administration
Dennis M. West Dennis M. West's Fidelity Investments Experience November 1993 - December 2009
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
WEST WEALTH MANAGEMENT February 2010 - Present
Fidelity Investments November 1993 - December 2009
Kraft Foods Group 1984 - 1991
Skills
Wealth Management, Investments, FINRA, Securities, Financial Services, Business, Series 7, 401k, Retirement Planning, Strategic Financial..., Asset Managment, Retirement, Uniform Combined State..., Series 63, Insurance
Education
College for Financial Planning 2000 — 2002
CERTIFIED FINANCIAL PLANNER™, Investments, Insurance, Retirement Planning, Tax, Estate Planning
Eastern Kentucky University 1979 — 1982
BBA Business Administration, Marketing and Management
WEST WEALTH MANAGEMENT February 2010 - Present
Fidelity Investments November 1993 - December 2009
Kraft Foods Group 1984 - 1991
Skills
Wealth Management, Investments, FINRA, Securities, Financial Services, Business, Series 7, 401k, Retirement Planning, Strategic Financial..., Asset Managment, Retirement, Uniform Combined State..., Series 63, Insurance
Education
College for Financial Planning 2000 — 2002
CERTIFIED FINANCIAL PLANNER™, Investments, Insurance, Retirement Planning, Tax, Estate Planning
Eastern Kentucky University 1979 — 1982
BBA Business Administration, Marketing and Management
Brian Katzman, CFP® Brian Katzman, CFP®'s Fidelity Investments Experience March 1999 - October 2001
Job Senior Financial Planner at Larry Heller & Associates
Industry Financial Services
Experience
Larry Heller & Associates October 2005 - Present
Fidelity Investments March 1999 - October 2001
American Express Financial Advisors February 1996 - March 1999
Education
College for Financial Planning 1998 — 1999
Financial Planning
Penn State University 1978 — 1982
Edward R. Murrow H.S. 1976 — 1978
Larry Heller & Associates October 2005 - Present
Fidelity Investments March 1999 - October 2001
American Express Financial Advisors February 1996 - March 1999
Education
College for Financial Planning 1998 — 1999
Financial Planning
Penn State University 1978 — 1982
Edward R. Murrow H.S. 1976 — 1978
David A. Forman David A. Forman's Fidelity Investments Experience 2000 - Present
Job Vice President & Associate General Counsel at Fidelity Investments / General Counsel, Fidelity Brokerage Services, LLC
Industry Financial Services
Experience
Fidelity Brokerage Services, LLC 2008 - Present
Fidelity Investments 2000 - Present
Skills
Securities, FINRA, Corporate Governance, Mutual Funds, Securities Regulation
Education
Boston University School of Law 1986 — 1989
Doctor of Law (JD)
Colgate University 1982 — 1986
Bachelor of Arts (B.A.)
Fidelity Brokerage Services, LLC 2008 - Present
Fidelity Investments 2000 - Present
Skills
Securities, FINRA, Corporate Governance, Mutual Funds, Securities Regulation
Education
Boston University School of Law 1986 — 1989
Doctor of Law (JD)
Colgate University 1982 — 1986
Bachelor of Arts (B.A.)
Will Danforth Will Danforth's Fidelity Investments Experience May 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments February 2014 - May 2015
Sigler Guide Service June 2010 - September 2013
Boston Yacht Club June 2007 - August 2009
Skills
Event Planning, Microsoft Office, Leadership, Teamwork, Problem Solving, Microsoft Word, Microsoft Excel, Sales, PowerPoint, Social Media, Customer Service, Public Speaking, Data Analysis, Social Networking, Outlook
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Westminster School 2006 — 2009
Fidelity Investments May 2015 - Present
Fidelity Investments February 2014 - May 2015
Sigler Guide Service June 2010 - September 2013
Boston Yacht Club June 2007 - August 2009
Skills
Event Planning, Microsoft Office, Leadership, Teamwork, Problem Solving, Microsoft Word, Microsoft Excel, Sales, PowerPoint, Social Media, Customer Service, Public Speaking, Data Analysis, Social Networking, Outlook
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Westminster School 2006 — 2009
Caryn Wilson's Fidelity Investments Experience 1996 - 1996
Job Executive Director at Massachusetts General Hospital
Industry Hospital & Health Care
Experience
Massachusetts General Hospital January 2014 - Present
Massachusetts General Hospital 2001 - December 2013
Massachusetts General Hospital 1998 - 2001
ICMA-RC 1996 - 1998
Fidelity Investments 1996 - 1996
Massachusetts General Hospital 1990 - 1996
The Bank for Savings 1986 - 1990
Skills
Healthcare Management, Hospitals, Financial Management, Healthcare, Budgeting, Non-profits, Administration, Financial Analysis, Strategic Planning, Process Improvement, Budgets, Managerial Finance, Program Development, Clinical Research, System Administration, Revenue Cycle, Physicians, Healthcare Consulting, Healthcare Information..., EMR, Data Analysis, HIPAA, EHR, Physician Relations, Informatics, Managed Care, Patient Safety, Quality Improvement, Public Health, Practice Management, Medicaid, Revenue Cycle Management, Meditech, Healthcare Industry, Epic Systems, Radiology, Performance Improvement, Medicine, Oncology, Medical Billing, Nursing, Cardiology, Medical Coding, Inpatient, Critical Care, Nonprofits
Education
The George Washington University
BBA, Finance
Harvard University
Graduate Certficate, Finance
College for Financial Planning
CFP Certificate, Ceritified Financial Planning
Massachusetts General Hospital January 2014 - Present
Massachusetts General Hospital 2001 - December 2013
Massachusetts General Hospital 1998 - 2001
ICMA-RC 1996 - 1998
Fidelity Investments 1996 - 1996
Massachusetts General Hospital 1990 - 1996
The Bank for Savings 1986 - 1990
Skills
Healthcare Management, Hospitals, Financial Management, Healthcare, Budgeting, Non-profits, Administration, Financial Analysis, Strategic Planning, Process Improvement, Budgets, Managerial Finance, Program Development, Clinical Research, System Administration, Revenue Cycle, Physicians, Healthcare Consulting, Healthcare Information..., EMR, Data Analysis, HIPAA, EHR, Physician Relations, Informatics, Managed Care, Patient Safety, Quality Improvement, Public Health, Practice Management, Medicaid, Revenue Cycle Management, Meditech, Healthcare Industry, Epic Systems, Radiology, Performance Improvement, Medicine, Oncology, Medical Billing, Nursing, Cardiology, Medical Coding, Inpatient, Critical Care, Nonprofits
Education
The George Washington University
BBA, Finance
Harvard University
Graduate Certficate, Finance
College for Financial Planning
CFP Certificate, Ceritified Financial Planning
Lisa Lawhorn, EA Lisa Lawhorn, EA's Fidelity Investments Experience October 1991 - May 2000
Job Tax Advisor at Wealthquest
Industry Financial Services
Experience
Wealthquest January 2015 - Present
Rik Saylor Financial September 2011 - January 2015
NorthgateArinso November 2010 - September 2011
Greattinger and Company July 2008 - August 2010
Charles Schwab November 2006 - June 2008
H&R Block January 2005 - February 2006
Fidelity Investments October 1991 - May 2000
Education
Miami University 1987 — 1991
B.S., Finance
College for Financial Planning
CFP Certification Professional Education Program
Wealthquest January 2015 - Present
Rik Saylor Financial September 2011 - January 2015
NorthgateArinso November 2010 - September 2011
Greattinger and Company July 2008 - August 2010
Charles Schwab November 2006 - June 2008
H&R Block January 2005 - February 2006
Fidelity Investments October 1991 - May 2000
Education
Miami University 1987 — 1991
B.S., Finance
College for Financial Planning
CFP Certification Professional Education Program
Jason Budrick CFP®, AWMA® Jason Budrick CFP®, AWMA®'s Fidelity Investments Experience 2001 - 2003
Job Financial Advisor
Industry Financial Services
Experience
LJPR Financial Advisors November 2011 - Present
PNC 2010 - 2011
Flexible Plan Investments, Ltd. 2010 - 2010
Charles Schwab 2007 - 2008
E*TRADE Financial Corporation 2006 - 2007
TD Waterhouse 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Forest Hills Central
Forest Hills Central 1992 — 1996
Michigan State University 1997 — 2000
BA, Finance
College for Financial Planning 2011 — 2012
Accredited Wealth Management Advisor, Financial Planning and Services
Florida State University 2004 — 2007
Certificate in Financial Planning
LJPR Financial Advisors November 2011 - Present
PNC 2010 - 2011
Flexible Plan Investments, Ltd. 2010 - 2010
Charles Schwab 2007 - 2008
E*TRADE Financial Corporation 2006 - 2007
TD Waterhouse 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Forest Hills Central
Forest Hills Central 1992 — 1996
Michigan State University 1997 — 2000
BA, Finance
College for Financial Planning 2011 — 2012
Accredited Wealth Management Advisor, Financial Planning and Services
Florida State University 2004 — 2007
Certificate in Financial Planning
Sven Liane, CFP® CTFA®'s Fidelity Investments Experience 2013 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2013 - Present
USAA 2009 - 2012
TIAA-CREF 1995 - 2009
Skills
Estate Planning, Sales Management, Wealth Management, Financial Services, Financial Modeling, Team Building, Retirement Planning, Retirement, Mutual Funds, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Wealth Management..., Wealth, Strategy, Executive Coaching, Asset Management, Financial Planning
Education
Georgetown University 2014 — 2014
Certificate in Leadership Coaching, Executive Leadership Coaching
College for Financial Planning 2004 — 2007
Masters Personal Financial Planning, Financial Planning
University of Denver 1996 — 1998
Masters of Finance, Banking, Corporate, Finance, and Securities Law
University of Northern Colorado 1987 — 1992
Bachelors, Business Administration
Fidelity Investments 2013 - Present
USAA 2009 - 2012
TIAA-CREF 1995 - 2009
Skills
Estate Planning, Sales Management, Wealth Management, Financial Services, Financial Modeling, Team Building, Retirement Planning, Retirement, Mutual Funds, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Wealth Management..., Wealth, Strategy, Executive Coaching, Asset Management, Financial Planning
Education
Georgetown University 2014 — 2014
Certificate in Leadership Coaching, Executive Leadership Coaching
College for Financial Planning 2004 — 2007
Masters Personal Financial Planning, Financial Planning
University of Denver 1996 — 1998
Masters of Finance, Banking, Corporate, Finance, and Securities Law
University of Northern Colorado 1987 — 1992
Bachelors, Business Administration
Todd LaLuzerne Todd LaLuzerne's Fidelity Investments Experience May 2000 - September 2001
Job Passionate about helping people gain confidence in managing their personal investments.
Industry Financial Services
Experience
TD Ameritrade June 2006 - Present
A.G. Edwards & Sons, Inc. November 2001 - May 2006
Fidelity Investments May 2000 - September 2001
Skills
Series 63, Series 7, Series 24, Investments, Asset Allocation, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement Planning, Securities, Portfolio Management, ETFs, Retirement, Financial Services, Sales, Strategic Financial..., Financial Advisory, Asset Management, Investment Strategies, 401k, IRAs, Options, Wealth Management..., Mutual Funds, Sales Management, Sales Management..., Financial Planning, Series 66, AAMS, Equities, Alternative Investments, Relationship Management, Trading, Bonds, Investment Management, Wealth, Personal Financial..., Stocks, High Net Worth..., Derivatives, Financial Markets, Technical Analysis
Education
College for Financial Planning 2002 — 2002
Accredited Asset Management Specialist, AAMS
Texas A&M University 1995 — 1999
TD Ameritrade June 2006 - Present
A.G. Edwards & Sons, Inc. November 2001 - May 2006
Fidelity Investments May 2000 - September 2001
Skills
Series 63, Series 7, Series 24, Investments, Asset Allocation, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement Planning, Securities, Portfolio Management, ETFs, Retirement, Financial Services, Sales, Strategic Financial..., Financial Advisory, Asset Management, Investment Strategies, 401k, IRAs, Options, Wealth Management..., Mutual Funds, Sales Management, Sales Management..., Financial Planning, Series 66, AAMS, Equities, Alternative Investments, Relationship Management, Trading, Bonds, Investment Management, Wealth, Personal Financial..., Stocks, High Net Worth..., Derivatives, Financial Markets, Technical Analysis
Education
College for Financial Planning 2002 — 2002
Accredited Asset Management Specialist, AAMS
Texas A&M University 1995 — 1999
Jill Hansen Jill Hansen's Fidelity Investments Experience January 1993 - January 2000
Job Financial Advisor, CFP®, RLP, CLTC, AIF®
Industry Financial Services
Experience
Hansen Financial MV January 2009 - Present
Hansen Financial MV October 2006 - December 2008
Fidelity Investments January 1993 - January 2000
Skills
Investments, Wealth Management, Estate Planning, Small Business, Retirement Income...
Education
Syracuse University 1982 — 1986
BA, Economics
College for Financial Planning
CFP
Hansen Financial MV January 2009 - Present
Hansen Financial MV October 2006 - December 2008
Fidelity Investments January 1993 - January 2000
Skills
Investments, Wealth Management, Estate Planning, Small Business, Retirement Income...
Education
Syracuse University 1982 — 1986
BA, Economics
College for Financial Planning
CFP
Kyle R. McCann, CFP® Kyle R. McCann, CFP®'s Fidelity Investments Experience October 2006 - July 2007
Job Principal at KRM Wealth Management, LLC
Industry Investment Management
Experience
KRM Wealth Management, LLC January 2015 - Present
Prutzman Wealth Management LLC September 2009 - January 2015
ELP Capital, Inc. May 2009 - August 2009
Navellier & Associates September 2007 - February 2009
Fidelity Investments October 2006 - July 2007
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Portfolio Management, Securities, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Series 7, Retirement Planning, Finance, IRAs, Asset Management, Investment Management, Financial Planning, Retirement, Customer Service
Education
College for Financial Planning 2011 — 2012
CFP Professional Education Program
University of Nevada-Reno 2009 — 2011
M.S., Masters in Finance
University of Nevada-Reno 2000 — 2005
B.S., Finance
KRM Wealth Management, LLC January 2015 - Present
Prutzman Wealth Management LLC September 2009 - January 2015
ELP Capital, Inc. May 2009 - August 2009
Navellier & Associates September 2007 - February 2009
Fidelity Investments October 2006 - July 2007
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Portfolio Management, Securities, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Series 7, Retirement Planning, Finance, IRAs, Asset Management, Investment Management, Financial Planning, Retirement, Customer Service
Education
College for Financial Planning 2011 — 2012
CFP Professional Education Program
University of Nevada-Reno 2009 — 2011
M.S., Masters in Finance
University of Nevada-Reno 2000 — 2005
B.S., Finance
Isaac Freedman's Fidelity Investments Experience May 2011 - August 2012
Job Investment Banking Analyst
Industry Banking
Experience
Goldman Sachs July 2014 - Present
Credit Suisse June 2013 - August 2013
Fidelity Investments May 2011 - August 2012
Cynthia Creem for Senate May 2011 - August 2011
Miss Jeanies Catering 2009 - 2011
Ken Parker for Mayor of Newton May 2010 - August 2010
Skills
Community Outreach, Data Analysis, Market Research, Leadership, Finance, Event Planning, Customer Service, Facebook, Fundraising, Strategic Planning, Social Networking, Access, International Relations, Marketing, Social Media Marketing, Editing, Government, English, Critical Thinking, Marketing Research, Politics, Portfolio Management, Investment Banking
Education
Georgetown University 2011 — 2014
Bachelor of Arts, Government, Economics
Colgate University 2010 — 2011
Transferred, Political Science and Government
Newton South High School 2006 — 2010
High School Diploma
Goldman Sachs July 2014 - Present
Credit Suisse June 2013 - August 2013
Fidelity Investments May 2011 - August 2012
Cynthia Creem for Senate May 2011 - August 2011
Miss Jeanies Catering 2009 - 2011
Ken Parker for Mayor of Newton May 2010 - August 2010
Skills
Community Outreach, Data Analysis, Market Research, Leadership, Finance, Event Planning, Customer Service, Facebook, Fundraising, Strategic Planning, Social Networking, Access, International Relations, Marketing, Social Media Marketing, Editing, Government, English, Critical Thinking, Marketing Research, Politics, Portfolio Management, Investment Banking
Education
Georgetown University 2011 — 2014
Bachelor of Arts, Government, Economics
Colgate University 2010 — 2011
Transferred, Political Science and Government
Newton South High School 2006 — 2010
High School Diploma
Daniel Kelly, CEBS, CFP Daniel Kelly, CEBS, CFP's Fidelity Investments Experience January 1986 - August 1992
Job Financial Advisor, Relationship Manager, 20 years experience working for two Fortune 100 Firms.
Industry Financial Services
Experience
ARMED FORCES SERVICES CORP AFSC May 2015 - Present
Zeiders Enterprises, Inc. September 2012 - August 2015
Retirement Educators, Inc. June 2012 - November 2012
. January 2012 - June 2012
Career note. February 2010 - January 2012
United Nations Federal Credit Union November 2008 - June 2009
TIAA-CREF February 1994 - October 2008
Daniel M. Kelly, CFP® August 1992 - February 1994
Fidelity Investments January 1986 - August 1992
Skills
• Financial Advising &..., • Regulatory Compliance..., • Relationship..., • Training &..., • Business Development, Financial Planning, Microsoft Office, Seminar Presentations, Wealth Management, Problem Solving, Strategic Financial..., Employee Benefits, Retirement Planning, Insurance, Analysis, Investments, Project Management, Business Analysis, Strategic Planning, Process Improvement, Financial Advisory, Asset Management, Asset Allocation, CRM, Estate Planning, Management, Human Resources, Financial Planners, Coaching, Team Building, IRAs
Education
College for Financial Planning 1997 — 1999
Masters of Science (MS), Financial Planning
Southern Connecticut State University
Bachelors of Science (BS), Economics
ARMED FORCES SERVICES CORP AFSC May 2015 - Present
Zeiders Enterprises, Inc. September 2012 - August 2015
Retirement Educators, Inc. June 2012 - November 2012
. January 2012 - June 2012
Career note. February 2010 - January 2012
United Nations Federal Credit Union November 2008 - June 2009
TIAA-CREF February 1994 - October 2008
Daniel M. Kelly, CFP® August 1992 - February 1994
Fidelity Investments January 1986 - August 1992
Skills
• Financial Advising &..., • Regulatory Compliance..., • Relationship..., • Training &..., • Business Development, Financial Planning, Microsoft Office, Seminar Presentations, Wealth Management, Problem Solving, Strategic Financial..., Employee Benefits, Retirement Planning, Insurance, Analysis, Investments, Project Management, Business Analysis, Strategic Planning, Process Improvement, Financial Advisory, Asset Management, Asset Allocation, CRM, Estate Planning, Management, Human Resources, Financial Planners, Coaching, Team Building, IRAs
Education
College for Financial Planning 1997 — 1999
Masters of Science (MS), Financial Planning
Southern Connecticut State University
Bachelors of Science (BS), Economics
Joe C. Boden, CFP® Joe C. Boden, CFP®'s Fidelity Investments Experience 1998 - 2012
Job Senior Financial Advisor at Conlon Dart Wealth Management
Industry Financial Services
Experience
Conlon Dart Wealth Management 2013 - Present
Fidelity Investments 1998 - 2012
Wells Fargo Securities 1996 - 1998
Bank of America 1993 - 1996
Merrill Lynch 1991 - 1993
Skills
Investments, Finance, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Small Business, Asset Management, Financial Planning, Alternative Investments, Sales, Wealth Management, Estate Planning, Leadership, Investment Properties, New Business Development, Mortgage Lending, Real Estate, Certified Financial..., Portfolio Management, Investment Advisory
Education
College for Financial Planning
Professional, Financial Planning
Western Washington University
B.A., Finance, Marketing
Conlon Dart Wealth Management 2013 - Present
Fidelity Investments 1998 - 2012
Wells Fargo Securities 1996 - 1998
Bank of America 1993 - 1996
Merrill Lynch 1991 - 1993
Skills
Investments, Finance, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Small Business, Asset Management, Financial Planning, Alternative Investments, Sales, Wealth Management, Estate Planning, Leadership, Investment Properties, New Business Development, Mortgage Lending, Real Estate, Certified Financial..., Portfolio Management, Investment Advisory
Education
College for Financial Planning
Professional, Financial Planning
Western Washington University
B.A., Finance, Marketing
Joe Fricke CFP® Joe Fricke CFP®'s Fidelity Investments Experience May 2007 - March 2011
Job Regional Advisory Coach at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Charles Schwab March 2011 - March 2014
Fidelity Investments May 2007 - March 2011
Fidelity Investments June 1996 - January 2007
Cascade Mountain January 1993 - April 1996
United States Marine Corps September 1988 - September 1992
Skills
Mutual Funds, Retirement Planning, Leadership, Asset Allocation, 401k, Wealth Management, Strategic Planning, Investment Advisory, Retirement, Equities, Investments, Financial Analysis, Alternative Investments, Financial Services, Investment Strategies, Portfolio Management, Strategic Financial...
Education
University of Wisconsin-Whitewater 1992 — 1996
BA, General Business
College for Financial Planning
Certified Financial Planner™
TIAA-CREF April 2014 - Present
Charles Schwab March 2011 - March 2014
Fidelity Investments May 2007 - March 2011
Fidelity Investments June 1996 - January 2007
Cascade Mountain January 1993 - April 1996
United States Marine Corps September 1988 - September 1992
Skills
Mutual Funds, Retirement Planning, Leadership, Asset Allocation, 401k, Wealth Management, Strategic Planning, Investment Advisory, Retirement, Equities, Investments, Financial Analysis, Alternative Investments, Financial Services, Investment Strategies, Portfolio Management, Strategic Financial...
Education
University of Wisconsin-Whitewater 1992 — 1996
BA, General Business
College for Financial Planning
Certified Financial Planner™
Lori Mullen Lori Mullen's Fidelity Investments Experience June 2012 - Present
Job Regional Planning Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments October 1997 - June 2012
Fidelity Investments October 1997 - May 2009
Skills
Series 7, Retirement Planning, Retirement, Series 63, 401k, Investment Advisory, Series 6, Mutual Funds, Asset Allocation, Securities, Fixed Annuities, Alternative Investments
Education
College for Financial Planning 2002 — 2006
MSFP, Financial Planning
Fidelity Investments June 2012 - Present
Fidelity Investments October 1997 - June 2012
Fidelity Investments October 1997 - May 2009
Skills
Series 7, Retirement Planning, Retirement, Series 63, 401k, Investment Advisory, Series 6, Mutual Funds, Asset Allocation, Securities, Fixed Annuities, Alternative Investments
Education
College for Financial Planning 2002 — 2006
MSFP, Financial Planning
Mike Parrott, CFP® Mike Parrott, CFP®'s Fidelity Investments Experience July 1989 - April 1998
Job President at Center Point Management
Industry Management Consulting
Experience
Center Point Management December 2006 - Present
KS&Co January 2007 - Present
Accumulus Corporation April 2013 - September 2015
Streamit February 2011 - February 2013
Ater Wynne March 2003 - February 2011
Comerica September 2000 - November 2002
Charles Schwab September 1999 - September 2000
Fidelity Investments July 1989 - April 1998
National Educational Services August 1987 - July 1989
Trans-Ocean Photos, Inc. May 1986 - May 1987
Skills
Business Development, Entrepreneurship, Strategy, Venture Capital, Accounting, Financial Modeling, Business Networking, Management, New Business Development, Business, Start-ups, P&L Management, Leadership, Marketing, Consulting, Executive Management, Social Skills, Corporate Development, Technology, Angel Investing, Product Marketing, Go-to-market Strategy, Tax, Business Strategy, Sales Process, Strategic Partnerships, Training, Mergers & Acquisitions, Strategic Planning, Sales Management, Management Consulting, Sales, Business Planning, Portfolio Management, Product Management, SaaS, Strategic Consulting, CRM, Professional Services, Analysis, Corporate Finance, Team Management, Product Evangelism, Investment Management, Sales Operations, Lead Generation
Education
Comerica 2001 — 2001
Credit College
College for Financial Planning 1992 — 1994
CFP®, Financial Planning
Washington State University 1981 — 1986
B.A., Business Administration / Marketing
Center Point Management December 2006 - Present
KS&Co January 2007 - Present
Accumulus Corporation April 2013 - September 2015
Streamit February 2011 - February 2013
Ater Wynne March 2003 - February 2011
Comerica September 2000 - November 2002
Charles Schwab September 1999 - September 2000
Fidelity Investments July 1989 - April 1998
National Educational Services August 1987 - July 1989
Trans-Ocean Photos, Inc. May 1986 - May 1987
Skills
Business Development, Entrepreneurship, Strategy, Venture Capital, Accounting, Financial Modeling, Business Networking, Management, New Business Development, Business, Start-ups, P&L Management, Leadership, Marketing, Consulting, Executive Management, Social Skills, Corporate Development, Technology, Angel Investing, Product Marketing, Go-to-market Strategy, Tax, Business Strategy, Sales Process, Strategic Partnerships, Training, Mergers & Acquisitions, Strategic Planning, Sales Management, Management Consulting, Sales, Business Planning, Portfolio Management, Product Management, SaaS, Strategic Consulting, CRM, Professional Services, Analysis, Corporate Finance, Team Management, Product Evangelism, Investment Management, Sales Operations, Lead Generation
Education
Comerica 2001 — 2001
Credit College
College for Financial Planning 1992 — 1994
CFP®, Financial Planning
Washington State University 1981 — 1986
B.A., Business Administration / Marketing
Christopher Bryce, CFA Christopher Bryce, CFA's Fidelity Investments Experience May 2006 - September 2007
Job VP, Sr Risk Analyst at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. June 2014 - Present
Kuberre Systems September 2012 - June 2014
Statpro Inc March 2010 - September 2012
Putnam Investments September 2007 - March 2010
Fidelity Investments May 2006 - September 2007
Fidelity Investments September 2004 - May 2006
Skills
Fixed Income, Asset Allocation, Asset Managment, Derivatives, Valuation, Data Analysis, Analytics, Risk Analytics, Financial Services
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Chemistry, Biology
Santander Bank, N.A. June 2014 - Present
Kuberre Systems September 2012 - June 2014
Statpro Inc March 2010 - September 2012
Putnam Investments September 2007 - March 2010
Fidelity Investments May 2006 - September 2007
Fidelity Investments September 2004 - May 2006
Skills
Fixed Income, Asset Allocation, Asset Managment, Derivatives, Valuation, Data Analysis, Analytics, Risk Analytics, Financial Services
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Chemistry, Biology
Bruce Strum's Fidelity Investments Experience July 2015 - Present
Job Experienced Portfolio Advisory
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
CooperRiis April 2013 - August 2015
Lumina Wealth September 2012 - January 2014
Merrill Lynch June 2008 - September 2012
MountainTop Ventures February 2005 - June 2008
Strum Construction November 1995 - June 2008
Time Warner Telecom June 2000 - February 2003
CT Communications 1998 - 2000
MCI 1995 - 1996
Skills
Non-profit..., IRS Form 990, Capital Budgeting, MBA, Financial Analysis, Portfolio Management, Finance, Series 7, Asset Management, Account Management, Strategic Planning, Public Speaking, Financial Modeling, Investment Advisory, Microsoft Excel, Budgets, Strategy, Market Analysis, Risk Assessment, Trend Analysis, Budget Analysis, Microsoft Office, Financial Planning, Business Strategy, Excel, Team Building, Investments, Management, Analysis, Asset Allocation, Small Business, Strategic Financial..., Concur, Financial Reporting, Cognos, Intacct, Leadership, Customer Service, Sales, Nonprofits, Entrepreneurship, Marketing
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Finance
Kaplan University 2010 — 2011
CFP, Financial Planning
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics and Political Science
franklin high
Fidelity Investments July 2015 - Present
CooperRiis April 2013 - August 2015
Lumina Wealth September 2012 - January 2014
Merrill Lynch June 2008 - September 2012
MountainTop Ventures February 2005 - June 2008
Strum Construction November 1995 - June 2008
Time Warner Telecom June 2000 - February 2003
CT Communications 1998 - 2000
MCI 1995 - 1996
Skills
Non-profit..., IRS Form 990, Capital Budgeting, MBA, Financial Analysis, Portfolio Management, Finance, Series 7, Asset Management, Account Management, Strategic Planning, Public Speaking, Financial Modeling, Investment Advisory, Microsoft Excel, Budgets, Strategy, Market Analysis, Risk Assessment, Trend Analysis, Budget Analysis, Microsoft Office, Financial Planning, Business Strategy, Excel, Team Building, Investments, Management, Analysis, Asset Allocation, Small Business, Strategic Financial..., Concur, Financial Reporting, Cognos, Intacct, Leadership, Customer Service, Sales, Nonprofits, Entrepreneurship, Marketing
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Finance
Kaplan University 2010 — 2011
CFP, Financial Planning
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics and Political Science
franklin high
Scot Bissell Scot Bissell's Fidelity Investments Experience December 1987 - November 1998
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 1999 - Present
Fidelity Investments December 1987 - November 1998
Skills
Series 65, Investment Management, ETFs, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Series 63, Investment Advisory, Retirement Planning, Investment Strategies, Securities, Investments, Equities, Fixed Annuities, Retirement, Uniform Combined State..., FINRA, Variable Annuities, 401k Rollovers, Wealth Accumulation, Portfolio Optimization, Roth IRA, Personal Financial..., AAMS, Insurance, IRAs, Financial Advisory, 401k, Alternative Investments, Series 24
Education
College for Financial Planning 2000 — 2009
AAMS, ACCREDITED ASSET MANAGEMENT SPECIALIST (SM)
Drexel University 1975 — 1980
Drexel University - LeBow College of Business 1975 — 1979
Charles Schwab March 1999 - Present
Fidelity Investments December 1987 - November 1998
Skills
Series 65, Investment Management, ETFs, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Series 63, Investment Advisory, Retirement Planning, Investment Strategies, Securities, Investments, Equities, Fixed Annuities, Retirement, Uniform Combined State..., FINRA, Variable Annuities, 401k Rollovers, Wealth Accumulation, Portfolio Optimization, Roth IRA, Personal Financial..., AAMS, Insurance, IRAs, Financial Advisory, 401k, Alternative Investments, Series 24
Education
College for Financial Planning 2000 — 2009
AAMS, ACCREDITED ASSET MANAGEMENT SPECIALIST (SM)
Drexel University 1975 — 1980
Drexel University - LeBow College of Business 1975 — 1979
Jermaine D. Edwards, CFP® Jermaine D. Edwards, CFP®'s Fidelity Investments Experience December 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments August 2012 - December 2013
Merrill Lynch October 2010 - August 2012
Morgan Stanley Smith Barney February 2008 - October 2010
Community First Fund July 2006 - January 2008
Sterling Financial Corporation 2003 - 2006
Skills
Retirement Planning, Estate Planning, College Education..., 401k Rollovers, Certified Special Needs..., Chartered Retirement..., Wealth Management
Education
Susquehanna University 1999 — 2003
B.A., Information Systems & Accounting
The American College 2011 — 2012
Financial Planning
College for Financial Planning 2010 — 2011
Retirement Planning
Fidelity Investments December 2013 - Present
Fidelity Investments August 2012 - December 2013
Merrill Lynch October 2010 - August 2012
Morgan Stanley Smith Barney February 2008 - October 2010
Community First Fund July 2006 - January 2008
Sterling Financial Corporation 2003 - 2006
Skills
Retirement Planning, Estate Planning, College Education..., 401k Rollovers, Certified Special Needs..., Chartered Retirement..., Wealth Management
Education
Susquehanna University 1999 — 2003
B.A., Information Systems & Accounting
The American College 2011 — 2012
Financial Planning
College for Financial Planning 2010 — 2011
Retirement Planning
Sara Baker Norman Sara Baker Norman's Fidelity Investments Experience May 2014 - Present
Job Electronic Sales Consultant, Fidelity
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Wells Fargo Securities April 2013 - April 2014
Investment Technology Group (ITG) September 2008 - April 2013
Merrill Lynch January 2006 - January 2008
Merrill Lynch January 2005 - January 2006
Cantor Fitzgerald January 2004 - January 2005
UnumProvident January 2002 - January 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Series 7, Equity Research, Bloomberg, Series 63, Hedge Funds, Fixed Income, Options, Financial Markets, Capital Markets, Derivatives, FINRA, Securities, Alternative Investments, Market Data, Equity Derivatives, FX Options, ETFs, Trading Strategies, Series 24, Portfolio Management
Education
Colgate University 1998 — 2002
BA, Economics
Fidelity Investments May 2014 - Present
Wells Fargo Securities April 2013 - April 2014
Investment Technology Group (ITG) September 2008 - April 2013
Merrill Lynch January 2006 - January 2008
Merrill Lynch January 2005 - January 2006
Cantor Fitzgerald January 2004 - January 2005
UnumProvident January 2002 - January 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Series 7, Equity Research, Bloomberg, Series 63, Hedge Funds, Fixed Income, Options, Financial Markets, Capital Markets, Derivatives, FINRA, Securities, Alternative Investments, Market Data, Equity Derivatives, FX Options, ETFs, Trading Strategies, Series 24, Portfolio Management
Education
Colgate University 1998 — 2002
BA, Economics
David Silvia, CFP® David Silvia, CFP®'s Fidelity Investments Experience January 2014 - February 2015
Job Financial Planner
Industry Investment Management
Experience
Barry Investment Advisors February 2015 - Present
Fidelity Investments January 2014 - February 2015
Fidelity Investments January 2011 - January 2014
Corrigan Financial, Inc. June 2002 - January 2011
Corrigan Financial, Inc. June 2002 - January 2011
RPW Investments, LLC. 1999 - 2002
Charles Schwab & Co., Inc. January 1997 - January 1999
Merrill Lynch January 1994 - January 1997
St. Paul Insurance January 1991 - January 1993
Third Beach Club 1981 - 1986
Skills
Investments, Portfolio Management, Securities, Series 7, Asset Allocation, Finance, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts, Political Science; International Affairs
College for Financial Planning
CFPE - Certified Financial Planner Program
Rhode Island College 2012 — 2013
Financial Planning and Services
University of Rhode Island
Post Baccalaureate (Non Degree Program), Pre Medicine
Middletown High School 1984 — 1986
Diploma
Oakton High School 1982 — 1984
Barry Investment Advisors February 2015 - Present
Fidelity Investments January 2014 - February 2015
Fidelity Investments January 2011 - January 2014
Corrigan Financial, Inc. June 2002 - January 2011
Corrigan Financial, Inc. June 2002 - January 2011
RPW Investments, LLC. 1999 - 2002
Charles Schwab & Co., Inc. January 1997 - January 1999
Merrill Lynch January 1994 - January 1997
St. Paul Insurance January 1991 - January 1993
Third Beach Club 1981 - 1986
Skills
Investments, Portfolio Management, Securities, Series 7, Asset Allocation, Finance, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts, Political Science; International Affairs
College for Financial Planning
CFPE - Certified Financial Planner Program
Rhode Island College 2012 — 2013
Financial Planning and Services
University of Rhode Island
Post Baccalaureate (Non Degree Program), Pre Medicine
Middletown High School 1984 — 1986
Diploma
Oakton High School 1982 — 1984
Adam Tolman's Fidelity Investments Experience March 2006 - September 2006
Job Recruiter at Maxim Staffing
Industry Staffing and Recruiting
Experience
Maxim Staffing September 2006 - Present
Fidelity Investments March 2006 - September 2006
Dick's Sporting Goods August 2005 - February 2006
Education
College of Charleston 2002 — 2005
University of South Carolina-Columbia 2000 — 2003
Maxim Staffing September 2006 - Present
Fidelity Investments March 2006 - September 2006
Dick's Sporting Goods August 2005 - February 2006
Education
College of Charleston 2002 — 2005
University of South Carolina-Columbia 2000 — 2003
Stephanie Sledjeski's Fidelity Investments Experience June 1996 - June 1997
Job VP at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc October 2013 - Present
Families in Transition December 2010 - December 2013
Lincoln Financial Network September 2012 - October 2013
Lincoln Financial Network May 2006 - September 2012
Jefferson Pilot Securities Corporation January 2005 - May 2006
Jefferson Pilot Securities Corporation April 2000 - June 2003
Jefferson Pilot Securities Corporation June 1998 - April 2000
Jefferson Pilot Securities Corporation June 1997 - June 1998
Fidelity Investments June 1996 - June 1997
Skills
Team Building, Coaching, Training, Securities, Relationship Management, Strategic Planning, Project Planning, Financial Services, Project Management, Recruiting, Operations Management, Employee Training, Business Relationship..., Team Management, Training & Development
Education
College for Financial Planning
CRPC
FINRA
Series 7, 24, 65 & 63
Plymouth State University
Bachelor of Arts, Political Science
Envestnet, Inc October 2013 - Present
Families in Transition December 2010 - December 2013
Lincoln Financial Network September 2012 - October 2013
Lincoln Financial Network May 2006 - September 2012
Jefferson Pilot Securities Corporation January 2005 - May 2006
Jefferson Pilot Securities Corporation April 2000 - June 2003
Jefferson Pilot Securities Corporation June 1998 - April 2000
Jefferson Pilot Securities Corporation June 1997 - June 1998
Fidelity Investments June 1996 - June 1997
Skills
Team Building, Coaching, Training, Securities, Relationship Management, Strategic Planning, Project Planning, Financial Services, Project Management, Recruiting, Operations Management, Employee Training, Business Relationship..., Team Management, Training & Development
Education
College for Financial Planning
CRPC
FINRA
Series 7, 24, 65 & 63
Plymouth State University
Bachelor of Arts, Political Science
Julio Velis, CFP's Fidelity Investments Experience August 2004 - Present
Job VP and Branch Manager Fidelity Investments, Certified Financial Planner®
Industry Investment Management
Experience
Fidelity Investments August 2004 - Present
Charles Schwab May 1994 - August 2004
GDB for Puerto Rico 1987 - 1994
Peat Marwick 1982 - 1986
Skills
Series 7, Series 24, Financial Services, Asset Allocation, Finance, Uniform Combined State..., High Net Worth..., Financial Advisory, Series 9 and 10, Series 66, Florida Life and..., Fixed Annuities, Series 63, Florida Notary Public, Certified Financial..., Certified Divorce...
Education
College for Financial Planning 1991 — 1993
Certified Financial Planner, Personal Financial Planning
Inter-American University of Puerto Rico-Metropolitan Campus 1981 — 1982
BBS, Accounting, Magna Cum Laude
Colegio Marista
Fidelity Investments August 2004 - Present
Charles Schwab May 1994 - August 2004
GDB for Puerto Rico 1987 - 1994
Peat Marwick 1982 - 1986
Skills
Series 7, Series 24, Financial Services, Asset Allocation, Finance, Uniform Combined State..., High Net Worth..., Financial Advisory, Series 9 and 10, Series 66, Florida Life and..., Fixed Annuities, Series 63, Florida Notary Public, Certified Financial..., Certified Divorce...
Education
College for Financial Planning 1991 — 1993
Certified Financial Planner, Personal Financial Planning
Inter-American University of Puerto Rico-Metropolitan Campus 1981 — 1982
BBS, Accounting, Magna Cum Laude
Colegio Marista
Clint Zundel's Fidelity Investments Experience October 2000 - Present
Job Sr Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2000 - Present
Fidelity Investments October 1998 - September 2000
Fidelity Investments August 1995 - October 1998
Skills
Process Improvement, Problem Solving, Risk Management, Six Sigma, Team Leadership, Business Analysis, Management, Project Management, Financial Services, Vendor Management, Business Planning, Strategic Financial...
Education
Utah State University 1991 — 1995
BS, Finance, Cum Laude
College for Financial Planning
Masters of Science, Personal Financial Planning
Fidelity Investments October 2000 - Present
Fidelity Investments October 1998 - September 2000
Fidelity Investments August 1995 - October 1998
Skills
Process Improvement, Problem Solving, Risk Management, Six Sigma, Team Leadership, Business Analysis, Management, Project Management, Financial Services, Vendor Management, Business Planning, Strategic Financial...
Education
Utah State University 1991 — 1995
BS, Finance, Cum Laude
College for Financial Planning
Masters of Science, Personal Financial Planning
Jake McDonald's Fidelity Investments Experience October 1988 - October 1990
Job Los Angeles based Financial Advisor that specializes in working with the GLBTQ community.
Industry Financial Services
Experience
Partners Financial Group, Inc. April 1998 - Present
Fidelity Investments October 1988 - October 1990
Skills
Investments, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Strategic Financial..., Portfolio Management, Retirement Planning, Equities, Mutual Funds, Asset Managment, Fixed Income
Education
University of Massachusetts Dartmouth 1985 — 1988
Colgate University 1983 — 1985
Partners Financial Group, Inc. April 1998 - Present
Fidelity Investments October 1988 - October 1990
Skills
Investments, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Strategic Financial..., Portfolio Management, Retirement Planning, Equities, Mutual Funds, Asset Managment, Fixed Income
Education
University of Massachusetts Dartmouth 1985 — 1988
Colgate University 1983 — 1985
Lauren Tripolitis's Fidelity Investments Experience October 2013 - March 2015
Job Senior Manager, Internal Sales Consultants at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price March 2015 - Present
Fidelity Investments October 2013 - March 2015
T. Rowe Price April 2012 - October 2013
T. Rowe Price August 2011 - April 2012
T. Rowe Price November 2010 - August 2011
T. Rowe Price December 2007 - November 2010
T. Rowe Price December 2006 - December 2007
T. Rowe Price August 2004 - December 2006
Skills
Series 6, Finance, Mutual Funds, Series 7, Investments, Series 63, Securities, Asset Allocation, Asset Managment, Portfolio Management, Series 24, Series 53, Series 4, Series 66, FINRA, Retirement Planning, IRAs, Fixed Income, Uniform Combined State..., Wealth Management, Retirement, Financial Services, Sales
Education
College for Financial Planning 2014 — 2015
CFP Professional Education Program
Loyola College in Maryland 2008 — 2011
Master of Finance (MSF), Finance
Loyola College in Maryland 2004 — 2008
MBA, Finance
Loyola College in Maryland 1999 — 2003
BA, Management
T. Rowe Price March 2015 - Present
Fidelity Investments October 2013 - March 2015
T. Rowe Price April 2012 - October 2013
T. Rowe Price August 2011 - April 2012
T. Rowe Price November 2010 - August 2011
T. Rowe Price December 2007 - November 2010
T. Rowe Price December 2006 - December 2007
T. Rowe Price August 2004 - December 2006
Skills
Series 6, Finance, Mutual Funds, Series 7, Investments, Series 63, Securities, Asset Allocation, Asset Managment, Portfolio Management, Series 24, Series 53, Series 4, Series 66, FINRA, Retirement Planning, IRAs, Fixed Income, Uniform Combined State..., Wealth Management, Retirement, Financial Services, Sales
Education
College for Financial Planning 2014 — 2015
CFP Professional Education Program
Loyola College in Maryland 2008 — 2011
Master of Finance (MSF), Finance
Loyola College in Maryland 2004 — 2008
MBA, Finance
Loyola College in Maryland 1999 — 2003
BA, Management
Joe LoDato's Fidelity Investments Experience February 1994 - December 2004
Job Director, Employment Services at The Home For Little Wanderers
Industry Nonprofit Organization Management
Experience
The Home For Little Wanderers March 2006 - Present
Fidelity Investments February 1994 - December 2004
Towers Perrin April 1986 - January 1994
Skills
Employee Benefits, Benefits Administration, Deferred Compensation, Defined Benefit, Talent Management, Resume Writing, HRIS, Leadership Development, Interviews, Human Resources, Conflict Resolution, Employee Relations, Onboarding, Management, Organizational..., Strategic Planning
Education
Colgate University
BA, Music, Math
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits and Compensation
The Home For Little Wanderers March 2006 - Present
Fidelity Investments February 1994 - December 2004
Towers Perrin April 1986 - January 1994
Skills
Employee Benefits, Benefits Administration, Deferred Compensation, Defined Benefit, Talent Management, Resume Writing, HRIS, Leadership Development, Interviews, Human Resources, Conflict Resolution, Employee Relations, Onboarding, Management, Organizational..., Strategic Planning
Education
Colgate University
BA, Music, Math
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits and Compensation
Keith Woodcox, CFP®'s Fidelity Investments Experience July 2008 - Present
Job Vice President, Senior Account Executive at Fidelity Investments Private Access
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Fidelity Investments January 2006 - June 2008
Fidelity Investments May 2005 - December 2005
Skills
Retirement Planning, Asset Allocation, Financial Planning, Insurance, Fixed Income
Education
College for Financial Planning 2006 — 2006
CFP, Financial Planning
Fidelity Investments July 2008 - Present
Fidelity Investments January 2006 - June 2008
Fidelity Investments May 2005 - December 2005
Skills
Retirement Planning, Asset Allocation, Financial Planning, Insurance, Fixed Income
Education
College for Financial Planning 2006 — 2006
CFP, Financial Planning
Vincent Lopez, CFP®'s Fidelity Investments Experience September 1993 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments September 1993 - Present
Skills
Portfolio Management, Asset Allocation, Series 7, Risk Management, Series 63, Finance, Insurance, Uniform Combined State..., Mutual Funds, Investments, Retirement Planning, Financial Services, Relationship Management, 401k, Securities
Education
College for Financial Planning 2007 — 2008
CFP, Certified Financial Planning
University of Utah 1985 — 2002
BA, Economics
Fidelity Investments September 1993 - Present
Skills
Portfolio Management, Asset Allocation, Series 7, Risk Management, Series 63, Finance, Insurance, Uniform Combined State..., Mutual Funds, Investments, Retirement Planning, Financial Services, Relationship Management, 401k, Securities
Education
College for Financial Planning 2007 — 2008
CFP, Certified Financial Planning
University of Utah 1985 — 2002
BA, Economics
Adam Tolman's Fidelity Investments Experience March 2006 - August 2006
Job Production Supervisor, Medtronic
Industry Medical Devices
Experience
Medtronic December 2013 - Present
US Army February 2009 - November 2013
Atlantis Painting October 2007 - August 2008
Maxim Healthcare Services September 2006 - August 2007
Fidelity Investments March 2006 - August 2006
Dick's Sporting Goods August 2005 - January 2006
Skills
Leadership, Team Building, Public Speaking, Customer Service, Microsoft Office, PowerPoint, Military, Microsoft Excel, Healthcare, Microsoft Word, Team Leadership, Security Clearance, Management, Military Experience, Process Improvement, Strategic Planning, Process Scheduler, Sales, Supervisory Skills, Operations Management, Training
Education
College of Charleston 2002 — 2005
Bachelor of Science (BS), Health and Physical Education/Fitness
University of South Carolina-Columbia 2000 — 2002
Business Administration and Management, General
Medtronic December 2013 - Present
US Army February 2009 - November 2013
Atlantis Painting October 2007 - August 2008
Maxim Healthcare Services September 2006 - August 2007
Fidelity Investments March 2006 - August 2006
Dick's Sporting Goods August 2005 - January 2006
Skills
Leadership, Team Building, Public Speaking, Customer Service, Microsoft Office, PowerPoint, Military, Microsoft Excel, Healthcare, Microsoft Word, Team Leadership, Security Clearance, Management, Military Experience, Process Improvement, Strategic Planning, Process Scheduler, Sales, Supervisory Skills, Operations Management, Training
Education
College of Charleston 2002 — 2005
Bachelor of Science (BS), Health and Physical Education/Fitness
University of South Carolina-Columbia 2000 — 2002
Business Administration and Management, General
Nija Sreenivasan's Fidelity Investments Experience May 2008 - Present
Job Sr. Software Engg at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2008 - Present
Cleartelligence, Inc. 2012 - 2013
Staples 2010 - 2012
BostonCoach 2008 - 2009
Fidelity Investments February 2006 - October 2007
Siebel Systems 1999 - 2006
BankBoston 1996 - 1999
Education
College of Engineering, Trivandrum 1990 — 1994
St.Joseph's Convent GHS, Tuet, Kollam
Fidelity Investments May 2008 - Present
Cleartelligence, Inc. 2012 - 2013
Staples 2010 - 2012
BostonCoach 2008 - 2009
Fidelity Investments February 2006 - October 2007
Siebel Systems 1999 - 2006
BankBoston 1996 - 1999
Education
College of Engineering, Trivandrum 1990 — 1994
St.Joseph's Convent GHS, Tuet, Kollam
Paul Downey, CFP®'s Fidelity Investments Experience January 2007 - Present
Job Investment Solutions Consultant
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments June 2002 - January 2007
CardService Online 2001 - 2002
OneCore Financial 1999 - 2001
Fidelity Investments June 1994 - February 1999
Fidelity Investments Life Insurance Co. April 1990 - June 1994
MONY 1987 - 1990
Skills
Series 7, Series 6, Insurance, Annuities, Retirement Planning, Retirement, Certified Financial..., Series 63, Mutual Funds, Income Planning, Guaranteed Lifetime..., Life & Health Insurance..., Strategic Financial...
Education
College for Financial Planning
Hebron Academy
High School
Ohio Wesleyan University
BA, Economics Management
Fidelity Investments January 2007 - Present
Fidelity Investments June 2002 - January 2007
CardService Online 2001 - 2002
OneCore Financial 1999 - 2001
Fidelity Investments June 1994 - February 1999
Fidelity Investments Life Insurance Co. April 1990 - June 1994
MONY 1987 - 1990
Skills
Series 7, Series 6, Insurance, Annuities, Retirement Planning, Retirement, Certified Financial..., Series 63, Mutual Funds, Income Planning, Guaranteed Lifetime..., Life & Health Insurance..., Strategic Financial...
Education
College for Financial Planning
Hebron Academy
High School
Ohio Wesleyan University
BA, Economics Management
Jessica Shoemaker, MS HRD's Fidelity Investments Experience October 2014 - Present
Job PAS Client Service Associate
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments October 2013 - October 2014
Fidelity Investments May 2010 - September 2013
Commonwealth of Kentucky May 2009 - May 2010
Sterling Jewelers May 2008 - December 2008
Fabulous Bridal September 2007 - May 2008
CVS Pharmacy June 2006 - May 2007
Skills
Customer Service, Microsoft Office, Training, PowerPoint, Microsoft Word, Leadership Development, Organizational..., Team Leadership, Employee Training, Community Outreach, Editing, Series 7, Outlook, Microsoft Excel, Volunteer Management
Education
Xavier University 2011 — 2013
Master of Science (M.S.), Human Resources Development
University of Kentucky 2003 — 2008
B.A., Interpersonal Communication
College of Charleston 2005 — 2006
Corporate Communications
Fidelity Investments October 2014 - Present
Fidelity Investments October 2013 - October 2014
Fidelity Investments May 2010 - September 2013
Commonwealth of Kentucky May 2009 - May 2010
Sterling Jewelers May 2008 - December 2008
Fabulous Bridal September 2007 - May 2008
CVS Pharmacy June 2006 - May 2007
Skills
Customer Service, Microsoft Office, Training, PowerPoint, Microsoft Word, Leadership Development, Organizational..., Team Leadership, Employee Training, Community Outreach, Editing, Series 7, Outlook, Microsoft Excel, Volunteer Management
Education
Xavier University 2011 — 2013
Master of Science (M.S.), Human Resources Development
University of Kentucky 2003 — 2008
B.A., Interpersonal Communication
College of Charleston 2005 — 2006
Corporate Communications
Brandon Norwood's Fidelity Investments Experience September 2012 - April 2014
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Edward Jones April 2014 - August 2014
Fidelity Investments September 2012 - April 2014
Finish Line 2009 - 2012
Skills
Customer Service, Microsoft Office, Employee Relations, Human Resources, Training, Microsoft Excel, Recruiting, Key Person Insurance, Licensed Life Insurance..., Education Funding..., Lifetime Income..., Life Insurance..., Personal Finance, Relationship Management, Buy-sell Agreements, Customer Relations, Gifting Strategies, Business Insurance..., Retirement Planning
Education
College of Charleston 2001 — 2005
B.A., Communication major, Criminal Justice and Sociology minors
Leesville High
New York Life Insurance Company August 2014 - Present
Edward Jones April 2014 - August 2014
Fidelity Investments September 2012 - April 2014
Finish Line 2009 - 2012
Skills
Customer Service, Microsoft Office, Employee Relations, Human Resources, Training, Microsoft Excel, Recruiting, Key Person Insurance, Licensed Life Insurance..., Education Funding..., Lifetime Income..., Life Insurance..., Personal Finance, Relationship Management, Buy-sell Agreements, Customer Relations, Gifting Strategies, Business Insurance..., Retirement Planning
Education
College of Charleston 2001 — 2005
B.A., Communication major, Criminal Justice and Sociology minors
Leesville High
Naomi Kappel's Fidelity Investments Experience July 2012 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
T Rowe Price September 2005 - June 2012
EDS April 2005 - September 2005
Towers Perrin January 2003 - March 2005
J.P. MorganAmerican Century Retirement Plan Services July 1998 - January 2003
Wm M. Mercer, Inc June 1988 - July 1998
Skills
Defined Benefit, Employee Benefits
Education
Colgate University 1984 — 1988
BA, Mathematics, Computer Science
Fidelity Investments July 2012 - Present
T Rowe Price September 2005 - June 2012
EDS April 2005 - September 2005
Towers Perrin January 2003 - March 2005
J.P. MorganAmerican Century Retirement Plan Services July 1998 - January 2003
Wm M. Mercer, Inc June 1988 - July 1998
Skills
Defined Benefit, Employee Benefits
Education
Colgate University 1984 — 1988
BA, Mathematics, Computer Science
Paul Wich's Fidelity Investments Experience November 1999 - March 2000
Job Enterprise IT Project Manager
Industry Information Technology and Services
Experience
Elevate.com September 2014 - Present
1st Global May 2013 - September 2014
1st Global February 2010 - May 2013
Penson Financial Services September 2008 - September 2010
1st Global Inc. March 2000 - September 2008
Fidelity Investments November 1999 - March 2000
Fidelity Investments May 1997 - November 1999
Fidelity Investments October 1995 - May 1997
Fidelity Investments December 1993 - July 1994
R.T.O. Rents May 1992 - November 1993
Skills
PMO, Insurance, Negotiation, PMP, Securities, Financial Services, Agile Methodologies, Portfolio Management, Process Improvement, Risk Management, Project Management, Change Management, Vendor Management, Strategic Planning, Team Building, Project Portfolio..., Requirements Analysis, SDLC, Business Strategy, Program Management, Cross-functional Team..., Management, Strategy
Education
University of Kentucky 1988 — 1992
B.B.A, Finance and Management (double major)
College for Financial Planning
M.S. Personal Financial Planning, Personal Financial Planning
Elevate.com September 2014 - Present
1st Global May 2013 - September 2014
1st Global February 2010 - May 2013
Penson Financial Services September 2008 - September 2010
1st Global Inc. March 2000 - September 2008
Fidelity Investments November 1999 - March 2000
Fidelity Investments May 1997 - November 1999
Fidelity Investments October 1995 - May 1997
Fidelity Investments December 1993 - July 1994
R.T.O. Rents May 1992 - November 1993
Skills
PMO, Insurance, Negotiation, PMP, Securities, Financial Services, Agile Methodologies, Portfolio Management, Process Improvement, Risk Management, Project Management, Change Management, Vendor Management, Strategic Planning, Team Building, Project Portfolio..., Requirements Analysis, SDLC, Business Strategy, Program Management, Cross-functional Team..., Management, Strategy
Education
University of Kentucky 1988 — 1992
B.B.A, Finance and Management (double major)
College for Financial Planning
M.S. Personal Financial Planning, Personal Financial Planning
Glenn Koehl's Fidelity Investments Experience August 2000 - February 2003
Job Financial Advisor at Faculty Advisors
Industry Investment Management
Experience
Faculty Advisors Financial AdvisorFaculty AdvisorsMarch 2006 - Present
Fidelity Investments August 2000 - February 2003
Education
College for Financial Planning 1995 — 1996
Financial Planning
The University of Texas at Arlington - College of Business 1987 — 1990
BBA, Accounting
Faculty Advisors Financial AdvisorFaculty AdvisorsMarch 2006 - Present
Fidelity Investments August 2000 - February 2003
Education
College for Financial Planning 1995 — 1996
Financial Planning
The University of Texas at Arlington - College of Business 1987 — 1990
BBA, Accounting
Rob Hazzard's Fidelity Investments Experience February 1998 - Present
Job Senior Project Manager
Industry Financial Services
Experience
Fidelity Investments February 1998 - Present
Harvard Pilgrim Health Care 1995 - 1998
Harvard Pilgrim Health Care February 1990 - June 1995
Allied Information Services June 1987 - February 1990
Jordan Marsh 1987 - 1990
Purity Supreme March 1986 - June 1987
Computervision October 1984 - 1985
Grant Thornton International May 1984 - October 1984
MTECH of New England May 1983 - May 1984
General Reinsurance March 1982 - May 1983
Skills
Business Analysis
Education
Boston University Metropolitan College 1992 — 1995
Certificate, Graduate Courses / Information Technology
Colgate University 1975 — 1979
ba, Economics, Philosophy
Fidelity Investments February 1998 - Present
Harvard Pilgrim Health Care 1995 - 1998
Harvard Pilgrim Health Care February 1990 - June 1995
Allied Information Services June 1987 - February 1990
Jordan Marsh 1987 - 1990
Purity Supreme March 1986 - June 1987
Computervision October 1984 - 1985
Grant Thornton International May 1984 - October 1984
MTECH of New England May 1983 - May 1984
General Reinsurance March 1982 - May 1983
Skills
Business Analysis
Education
Boston University Metropolitan College 1992 — 1995
Certificate, Graduate Courses / Information Technology
Colgate University 1975 — 1979
ba, Economics, Philosophy
Kelly (Ryan) LeVangie, AWMA®'s Fidelity Investments Experience October 2005 - June 2007
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management April 2014 - Present
Mercer July 2007 - April 2014
Fidelity Investments October 2005 - June 2007
Skills
Employee Benefits, Benefits Administration, HR Consulting, Negotiation, Employee Management, Human Resources, Onboarding, Outsourcing, Vendor Management, Payroll, Call Centers, FMLA, Interviews, Project Management, Team Leadership
Education
Suffolk University 2008 — 2011
Master of Business Administration (MBA), Organizational Behavior Studies
Western New England College 2001 — 2005
BS in Business Administration, Business Management - HR concentration
Macquarie University 2004 — 2004
Study Abroad Program
College for Financial Planning
AWMA®, Accredited Wealth Management Advisor
UBS Wealth Management April 2014 - Present
Mercer July 2007 - April 2014
Fidelity Investments October 2005 - June 2007
Skills
Employee Benefits, Benefits Administration, HR Consulting, Negotiation, Employee Management, Human Resources, Onboarding, Outsourcing, Vendor Management, Payroll, Call Centers, FMLA, Interviews, Project Management, Team Leadership
Education
Suffolk University 2008 — 2011
Master of Business Administration (MBA), Organizational Behavior Studies
Western New England College 2001 — 2005
BS in Business Administration, Business Management - HR concentration
Macquarie University 2004 — 2004
Study Abroad Program
College for Financial Planning
AWMA®, Accredited Wealth Management Advisor
Daniel Wittig's Fidelity Investments Experience January 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments March 2013 - December 2014
RiverBay Investment Group LLC May 2010 - March 2013
Aegis Technologies Inc September 2008 - March 2010
J World Annapolis May 2004 - September 2008
Annapolis Sailing School 2000 - 2001
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Plans Specialist
University of Maryland - Robert H. Smith School of Business 2000 — 2004
B.S., Business
Fidelity Investments January 2015 - Present
Fidelity Investments March 2013 - December 2014
RiverBay Investment Group LLC May 2010 - March 2013
Aegis Technologies Inc September 2008 - March 2010
J World Annapolis May 2004 - September 2008
Annapolis Sailing School 2000 - 2001
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Plans Specialist
University of Maryland - Robert H. Smith School of Business 2000 — 2004
B.S., Business
Ben Kalkert, CFA, CFP®'s Fidelity Investments Experience January 2015 - Present
Job Regional Vice President Private Client Group
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments November 2012 - December 2014
USAA Wealth Management August 2010 - November 2012
Level Four Advisory Services March 2008 - August 2010
H&R Block Financial Advisors 2001 - 2008
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
North Carolina State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
North Carolina State University - College of Management 1996 — 2000
Ravenscroft High school 1993 — 1996
Fidelity Investments January 2015 - Present
Fidelity Investments November 2012 - December 2014
USAA Wealth Management August 2010 - November 2012
Level Four Advisory Services March 2008 - August 2010
H&R Block Financial Advisors 2001 - 2008
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
North Carolina State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
North Carolina State University - College of Management 1996 — 2000
Ravenscroft High school 1993 — 1996
David Olaksen, CFA, CFP's Fidelity Investments Experience January 2005 - December 2008
Job Financial Services Executive with expertise in business development, client relationships, and investment management.
Industry Investment Management
Experience
Eastern Wealth Management February 2010 - Present
Harness Investment Management January 2009 - February 2010
Fidelity Investments January 2005 - December 2008
Skills
Portfolio Management, Investments, Certified Financial..., CFA, New Business Development, Client Relationship..., Chartered Financial..., Mutual Funds, Financial Services, Business Development, Asset Allocation, CRM, Wealth Management
Education
Colgate University
BA, Economics
Cornell University - Johnson Graduate School of Management
MBA, Finance & Accounting
Eastern Wealth Management February 2010 - Present
Harness Investment Management January 2009 - February 2010
Fidelity Investments January 2005 - December 2008
Skills
Portfolio Management, Investments, Certified Financial..., CFA, New Business Development, Client Relationship..., Chartered Financial..., Mutual Funds, Financial Services, Business Development, Asset Allocation, CRM, Wealth Management
Education
Colgate University
BA, Economics
Cornell University - Johnson Graduate School of Management
MBA, Finance & Accounting
Cory Luther's Fidelity Investments Experience 2005 - February 2014
Job Senior Manager Corporate FP&A at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Caremark Corporation February 2014 - Present
Fidelity Investments 2005 - February 2014
Fidelity December 2000 - February 2014
Skills
Process Improvement, Financial Services, Mutual Funds, Business Analysis, Risk Management, Project Management, Financial Analysis, Vendor Management, Finance, Data Analysis, Analytics, Relationship Management, Business Process..., Banking
Education
Colgate University 1994 — 1998
BA
Harrisville
Harrisville
Harrisville
Harrisville
CVS Caremark Corporation February 2014 - Present
Fidelity Investments 2005 - February 2014
Fidelity December 2000 - February 2014
Skills
Process Improvement, Financial Services, Mutual Funds, Business Analysis, Risk Management, Project Management, Financial Analysis, Vendor Management, Finance, Data Analysis, Analytics, Relationship Management, Business Process..., Banking
Education
Colgate University 1994 — 1998
BA
Harrisville
Harrisville
Harrisville
Harrisville
Leonard Stecklow's Fidelity Investments Experience 1989 - 2008
Job Regional Vice President at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
Protected Investors of America November 2010 - December 2014
Fidelity Investments 1989 - 2008
Skills
Portfolio Management
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Saint John's University 1969 — 1971
MA, Political Science/Public Admn.
E*TRADE Financial Corporation January 2015 - Present
Protected Investors of America November 2010 - December 2014
Fidelity Investments 1989 - 2008
Skills
Portfolio Management
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Saint John's University 1969 — 1971
MA, Political Science/Public Admn.
Frank LoPiccolo's Fidelity Investments Experience 1979 - 1988
Job Senior Vice President
Industry Consumer Services
Experience
Optum May 2014 - Present
AARP Services Co. September 2005 - April 2014
AARP Financial, Inc (AFI) 2005 - 2006
CDC IXIS Asset Management Services 2003 - 2005
CDC IXIS Asset Management Services 1998 - 2003
ALLMERICA FINANCIAL 1994 - 1997
Putnam Investments 1993 - 1994
440 Financial Group 1990 - 1993
Boston Financial Data Services 1988 - 1990
Fidelity Investments 1979 - 1988
Skills
Strategic Planning, Non-profits, Program Management, Strategic Communications, Project Management, Quality Management, Operations Management, Executive Management, Strategic Financial..., Change Management, Leadership, Start-ups, CRM, Financial Analysis, Training, Management, Analysis, Outsourcing, Financial Services, Contract Negotiation, Process Improvement, Human Resources, Finance, Recruiting
Education
Villanova University 2011 — 2012
Advanced Master Certificate in Six Sigma, Lean Six Sigma & Master Black Belt Certification
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Finance
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Optum May 2014 - Present
AARP Services Co. September 2005 - April 2014
AARP Financial, Inc (AFI) 2005 - 2006
CDC IXIS Asset Management Services 2003 - 2005
CDC IXIS Asset Management Services 1998 - 2003
ALLMERICA FINANCIAL 1994 - 1997
Putnam Investments 1993 - 1994
440 Financial Group 1990 - 1993
Boston Financial Data Services 1988 - 1990
Fidelity Investments 1979 - 1988
Skills
Strategic Planning, Non-profits, Program Management, Strategic Communications, Project Management, Quality Management, Operations Management, Executive Management, Strategic Financial..., Change Management, Leadership, Start-ups, CRM, Financial Analysis, Training, Management, Analysis, Outsourcing, Financial Services, Contract Negotiation, Process Improvement, Human Resources, Finance, Recruiting
Education
Villanova University 2011 — 2012
Advanced Master Certificate in Six Sigma, Lean Six Sigma & Master Black Belt Certification
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Finance
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Gregory Guina, CFP®,'s Fidelity Investments Experience June 2011 - Present
Job V.P. Regional Coaching Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments March 1993 - Present
The Travelers 1983 - 1993
Skills
Sales Management, Sales Management..., National Sales Training, CLU, ChFC, CPCU, LUTCF, Series 7, Series 63, Series 9/10, Financial Services, Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Mutual Funds, Investments, Equities, Fixed Income, Securities, Risk Management, Capital Markets, Alternative Investments, Financial Modeling, Annuity Sales, Life Insurance, Estate Planning, Asset Management
Education
The American College 2004 — 2006
Master's Degree, MSFS
College for Financial Planning 1996 — 1998
CFP®
University of Detroit Mercy 1980 — 1982
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.84/4.00
Oakland University 1977 — 1980
Bachelor's Degree, BA Economics
Oakland University 1977 — 1980
Bachelor's Degree, BS Public Administration
American School in London 1971 — 1977
HS
Fidelity Investments June 2011 - Present
Fidelity Investments March 1993 - Present
The Travelers 1983 - 1993
Skills
Sales Management, Sales Management..., National Sales Training, CLU, ChFC, CPCU, LUTCF, Series 7, Series 63, Series 9/10, Financial Services, Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Mutual Funds, Investments, Equities, Fixed Income, Securities, Risk Management, Capital Markets, Alternative Investments, Financial Modeling, Annuity Sales, Life Insurance, Estate Planning, Asset Management
Education
The American College 2004 — 2006
Master's Degree, MSFS
College for Financial Planning 1996 — 1998
CFP®
University of Detroit Mercy 1980 — 1982
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.84/4.00
Oakland University 1977 — 1980
Bachelor's Degree, BA Economics
Oakland University 1977 — 1980
Bachelor's Degree, BS Public Administration
American School in London 1971 — 1977
HS
Jen Polido's Fidelity Investments Experience ControllerWestin Hotels1983 - 1995
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments ControllerWestin Hotels1983 - 1995
Education
Stanford University 1983 — 1983
MBA
Colgate University 1977 — 1981
BA, Math / Economics
Fidelity Investments ControllerWestin Hotels1983 - 1995
Education
Stanford University 1983 — 1983
MBA
Colgate University 1977 — 1981
BA, Math / Economics
David Pillori CFP®'s Fidelity Investments Experience July 2012 - Present
Job Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Merrill Lynch September 2010 - August 2011
Alexandra & James Co., LLC 2007 - 2010
Pershing June 2004 - June 2007
ABN AMRO 2000 - 2004
Bankers Trust April 1994 - February 2000
Societe Generale July 1987 - March 1994
Skills
Investment Advisory, Separately Managed..., Unified Managed Accounts, Alternative Investments, Prime Brokerage, Securities Lending, Equities, Fixed Income Products, Treasury Management, Accounting, Relationship Management, Hedge Funds., Fund Of Funds, Business Management, Series 7, Series 63, Series 24, Series 66, Managed Accounts, CFP(R)
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
College for Financial Planning 2008 — 2011
CFP Certification Professional Education Program, CFP
Pace University 1983 — 1987
BBA, Finance & Accounting
Don Bosco Prep. 1979 — 1983
HS Diploma
Fidelity Investments July 2012 - Present
Merrill Lynch September 2010 - August 2011
Alexandra & James Co., LLC 2007 - 2010
Pershing June 2004 - June 2007
ABN AMRO 2000 - 2004
Bankers Trust April 1994 - February 2000
Societe Generale July 1987 - March 1994
Skills
Investment Advisory, Separately Managed..., Unified Managed Accounts, Alternative Investments, Prime Brokerage, Securities Lending, Equities, Fixed Income Products, Treasury Management, Accounting, Relationship Management, Hedge Funds., Fund Of Funds, Business Management, Series 7, Series 63, Series 24, Series 66, Managed Accounts, CFP(R)
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
College for Financial Planning 2008 — 2011
CFP Certification Professional Education Program, CFP
Pace University 1983 — 1987
BBA, Finance & Accounting
Don Bosco Prep. 1979 — 1983
HS Diploma
Neelma Pyfrom's Fidelity Investments Experience 2007 - 2008
Job Business Analyst at CCIS
Industry Computer Software
Experience
CCIS Business AnalystCCIS2008 - 2009
CCIS 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
United media 2000 - 2002
Skills
Agile Methodologies, Requirements Analysis, SDLC, Project Management, Vendor Management, Software Project..., Scrum, Analysis, Agile Project Management, Project Planning, SharePoint, Integration, Software Development, Business Analysis
Education
Duke University 2002 — 2005
M.A.
Colgate University 1995 — 1999
B.A.
CCIS Business AnalystCCIS2008 - 2009
CCIS 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
United media 2000 - 2002
Skills
Agile Methodologies, Requirements Analysis, SDLC, Project Management, Vendor Management, Software Project..., Scrum, Analysis, Agile Project Management, Project Planning, SharePoint, Integration, Software Development, Business Analysis
Education
Duke University 2002 — 2005
M.A.
Colgate University 1995 — 1999
B.A.
Laurence W. Elmore's Fidelity Investments Experience September 2000 - November 2005
Job Divisional Operations Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2006 - Present
Fidelity Investments September 2000 - November 2005
Oklahoma Army National Guard 1995 - 2000
Skills
Series 24, Series 7, Series 66, Series 3, Series 34, Series 4, 401k, Alternative Investments, Asset Allocation, Asset Management, Auditing, Bloomberg, Capital Markets, Derivatives, ETFs, Credit, Equities, Estate Planning, FINRA, Employee Benefits, Finance, Financial Advisory, Financial Markets, Financial Risk, Financial Services, Fixed Income, Hedge Funds, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership
Education
University of Central Oklahoma - College of Business Administration
Bachelors, Economics
TD Ameritrade November 2006 - Present
Fidelity Investments September 2000 - November 2005
Oklahoma Army National Guard 1995 - 2000
Skills
Series 24, Series 7, Series 66, Series 3, Series 34, Series 4, 401k, Alternative Investments, Asset Allocation, Asset Management, Auditing, Bloomberg, Capital Markets, Derivatives, ETFs, Credit, Equities, Estate Planning, FINRA, Employee Benefits, Finance, Financial Advisory, Financial Markets, Financial Risk, Financial Services, Fixed Income, Hedge Funds, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership
Education
University of Central Oklahoma - College of Business Administration
Bachelors, Economics
Kareem Watson's Fidelity Investments Experience April 2004 - March 2009
Job Managing Director at
Industry Financial Services
Experience
Watson Financial Strategies, LLC December 2009 - Present
Watson Financial Strategies, LLC December 2009 - Present
Fidelity Investments April 2004 - March 2009
UBS June 2002 - June 2003
CIBC World Markets June 2001 - June 2002
Waterhouse May 1999 - June 2001
Skills
Retirement Planning, Asset, Series 7, Money, Securities, Retirement, Wealth, Wealth Management, Estate Planning, Financial Planning, Financial Advisory, Investments, 401k, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuities, Long Term Care, Small Business, Disability Insurance, Asset Allocation, Employee Benefits, Wealth Transfer, Long-term Care, Fixed Annuities, Financial Planners, Portfolio Management, Investment Strategies, IRAs, Alternative Investments, Life Insurance, Finance
Education
Colgate University 1994 — 1999
Bachelors, Philosophy & Religion
JHS 202Q
JHS 202Q
The American College
Watson Financial Strategies, LLC December 2009 - Present
Watson Financial Strategies, LLC December 2009 - Present
Fidelity Investments April 2004 - March 2009
UBS June 2002 - June 2003
CIBC World Markets June 2001 - June 2002
Waterhouse May 1999 - June 2001
Skills
Retirement Planning, Asset, Series 7, Money, Securities, Retirement, Wealth, Wealth Management, Estate Planning, Financial Planning, Financial Advisory, Investments, 401k, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuities, Long Term Care, Small Business, Disability Insurance, Asset Allocation, Employee Benefits, Wealth Transfer, Long-term Care, Fixed Annuities, Financial Planners, Portfolio Management, Investment Strategies, IRAs, Alternative Investments, Life Insurance, Finance
Education
Colgate University 1994 — 1999
Bachelors, Philosophy & Religion
JHS 202Q
JHS 202Q
The American College
Teresa Gooden's Fidelity Investments Experience September 1995 - December 2001
Job Staff Accountant at Associa
Industry
Experience
Archon Group, a Goldman Sachs Co July 2008 - March 2010
Avelo Mortgage, a Goldman Sach Co September 2005 - July 2008
Washington Mutual January 2001 - August 2005
Fidelity Investments September 1995 - December 2001
Skills
Account Reconciliation, Financial Reporting, PeopleSoft, Data Entry, General Ledger, Accounts Payable, Accounting, Invoicing, Auditing, Analysis, Finance, Journal Entries, Corporate Finance
Education
University of Dallas 2011 — 2014
MBA, Accounting
College of Business 1985 — 1989
BBA, Finance
Marerro LA
Archon Group, a Goldman Sachs Co July 2008 - March 2010
Avelo Mortgage, a Goldman Sach Co September 2005 - July 2008
Washington Mutual January 2001 - August 2005
Fidelity Investments September 1995 - December 2001
Skills
Account Reconciliation, Financial Reporting, PeopleSoft, Data Entry, General Ledger, Accounts Payable, Accounting, Invoicing, Auditing, Analysis, Finance, Journal Entries, Corporate Finance
Education
University of Dallas 2011 — 2014
MBA, Accounting
College of Business 1985 — 1989
BBA, Finance
Marerro LA
Rahsaan Ragan's Fidelity Investments Experience July 2007 - June 2014
Job Data Analyst at Bay Area Techworkers
Industry Information Technology and Services
Experience
Cisco via Bay Area Techworkers June 2014 - Present
Fidelity Investments July 2007 - June 2014
Naval Air Depot, NAS Jacksonville January 2002 - June 2007
Skills
Data Analysis, SQL, Databases, Windows, Microsoft Office, ClearCase, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Informatica, Public Speaking, Access, Strategic Planning, Budgets, Organizing Meetings, Meet Deadlines, Preventive Maintenance, Hydraulics, Pneumatics, Electro-mechanical, Submarines, Instructor-led Training
Education
Columbia College 2005 — 2007
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
College of Coastal Georgia 2003 — 2005
Computer Information Systems
Cisco via Bay Area Techworkers June 2014 - Present
Fidelity Investments July 2007 - June 2014
Naval Air Depot, NAS Jacksonville January 2002 - June 2007
Skills
Data Analysis, SQL, Databases, Windows, Microsoft Office, ClearCase, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Informatica, Public Speaking, Access, Strategic Planning, Budgets, Organizing Meetings, Meet Deadlines, Preventive Maintenance, Hydraulics, Pneumatics, Electro-mechanical, Submarines, Instructor-led Training
Education
Columbia College 2005 — 2007
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
College of Coastal Georgia 2003 — 2005
Computer Information Systems
Paul Scanlon's Fidelity Investments Experience August 1992 - September 1997
Job CoHead of Fixed Income
Industry Financial Services
Experience
Putnam Investments October 1999 - Present
Olympus Healthcare Group October 1997 - September 1999
Fidelity Investments August 1992 - September 1997
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Colgate University 1982 — 1986
B.A., Economics & Political Science
Putnam Investments October 1999 - Present
Olympus Healthcare Group October 1997 - September 1999
Fidelity Investments August 1992 - September 1997
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Colgate University 1982 — 1986
B.A., Economics & Political Science
Michael S. Rhinehimer CFP, ChFC's Fidelity Investments Experience February 1994 - July 1999
Job Private Citizen/Retired
Industry Financial Services
Experience
Fifth Third Securities September 2012 - 2014
Rhinehimer Financial Planning April 2011 - September 2012
US Bank December 1999 - January 2011
Fidelity Investments February 1994 - July 1999
Skills
Wealth Management, Investments, Trading, Risk, Asset Management, Fixed Income, Planning, Financial Planning
Education
The American College 2003 — 2005
ChFC, Estate & Wealth Management
College for Financial Planning 1997 — 1999
Fifth Third Securities September 2012 - 2014
Rhinehimer Financial Planning April 2011 - September 2012
US Bank December 1999 - January 2011
Fidelity Investments February 1994 - July 1999
Skills
Wealth Management, Investments, Trading, Risk, Asset Management, Fixed Income, Planning, Financial Planning
Education
The American College 2003 — 2005
ChFC, Estate & Wealth Management
College for Financial Planning 1997 — 1999
Duane Parks, MBA's Fidelity Investments Experience July 2014 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
Charles Schwab 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab 1999 - 2005
Skills
Leadership, Negotiation, Team-oriented, People Skills, Superior organizational..., Patience, Articulate Communicator, Adaptable & a quick..., Learn New Software..., Pressure Situations, Client-focused, Problem Solving, Highly resourceful, Independent Thinking, Attentiveness to Detail
Education
College for Financial Planning
Accredited Asset Management Specialist
University of Phoenix
Masters of Business Administration, Finance
University of Arizona, Eller College of Management
B.S.B.A., Finance
Mercersburg Academy
H.S. diploma
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
Charles Schwab 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab 1999 - 2005
Skills
Leadership, Negotiation, Team-oriented, People Skills, Superior organizational..., Patience, Articulate Communicator, Adaptable & a quick..., Learn New Software..., Pressure Situations, Client-focused, Problem Solving, Highly resourceful, Independent Thinking, Attentiveness to Detail
Education
College for Financial Planning
Accredited Asset Management Specialist
University of Phoenix
Masters of Business Administration, Finance
University of Arizona, Eller College of Management
B.S.B.A., Finance
Mercersburg Academy
H.S. diploma
Jordan Diaz-Gold's Fidelity Investments Experience August 2010 - Present
Job Private Client Group, Fidelity Investments, LA Century City
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Fidelity Investments March 2009 - August 2010
Merrill Lynch August 2006 - February 2009
Rubell Family Collection March 1997 - July 2003
Skills
Private Wealth..., Strategic Financial..., Series 7, Series 66, Finance
Education
New World School of the Arts 1996 — 2000
Classical Ballet
College for Financial Planning 1997 — 1998
CRPC
Fidelity Investments August 2010 - Present
Fidelity Investments March 2009 - August 2010
Merrill Lynch August 2006 - February 2009
Rubell Family Collection March 1997 - July 2003
Skills
Private Wealth..., Strategic Financial..., Series 7, Series 66, Finance
Education
New World School of the Arts 1996 — 2000
Classical Ballet
College for Financial Planning 1997 — 1998
CRPC
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank