Fidelity Investments

Industry: Financial services company

Description

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

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

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

Fidelity Investments Employees

Employee
Years
Job
Industry
Sal Melaragno Sal Melaragno Fort Collins, Colorado Details
Sal Melaragno's Fidelity Investments Experience November 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2014 - Present
Fort Collins Brewery  August 2013 - May 2014
Citco Fund Services  May 2013 - July 2013

Skills
Microsoft Word

Education
Colorado State University   2009 — 2014
BS-Business Finance, Investment Analysis-Political science

Barbara March Barbara March Daytona Beach, Florida Area Details
Barbara March's Fidelity Investments Experience 2007 - June 2010
Job CEO of BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC  March 2010 - Present
Fidelity Investments   2007 - June 2010
ING  2005 - 2007
AMVESCAP  1997 - 2005
Putnam Investments  1994 - 1997
T Rowe Price  1991 - 1994
LoBue Associates  1980 - 1991

Skills
401k, Mutual Funds, Insurance, Wealth Management, Retirement, Financial Services, Business Transformation, Banking, Investments, Mergers & Acquisitions, Retirement Planning, Asset Management, Alternative Investments, Management Consulting, Strategy, Management, Series 63, Leadership, Risk Management, Series 7, Finance, Business Analysis, Investment Management, Investment Strategies, Hedge Funds, Operations Management, Pensions, Investment Advisory, Asset Allocation, Relationship Management, Securities, Vendor Management, Portfolio Management

Education
Columbia University - Columbia Business School   1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General

Yusuf Yilmaz Yusuf Yilmaz Aurora, Colorado Details
Yusuf Yilmaz's Fidelity Investments Experience June 2015 - Present
Job Financial Representative At Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Colorado State University  January 2015 - May 2015
Colorado State University  August 2014 - May 2015
Colorado State University  August 2014 - January 2015
McNerney Management Group, Inc.   May 2014 - August 2014

Education
Colorado State University   2011 — 2015
Bachelor's Degree, Economics

Grandview Highschool   2007 — 2011

Thomas Bevington Thomas Bevington Denver, Colorado Details
Thomas Bevington's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Columbia Basin College  August 2011 - June 2013
Kuhn & Spicer Attorneys at Law   September 2010 - September 2011

Education
Colorado State University-Pueblo   2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics/Finance

Columbia Basin College   2011 — 2013
Associate's degree, Business

Andrew Matz Andrew Matz Denver, Colorado Details
Andrew Matz's Fidelity Investments Experience January 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present

Skills
Investments, Financial Analysis, Customer Service, Financial Services, Microsoft Excel, Risk Management, Microsoft Office, Leadership

Education
Colorado State University   2011 — 2013
Bachelor of Arts (B.A.), Economics

Smoky Hill High School

Erin Tull Erin Tull Englewood, Colorado Details
Erin Tull's Fidelity Investments Experience May 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
EMPOWER Retirement  November 2014 - May 2015
Great-West Financial  September 2013 - November 2014
Jackson  September 2012 - September 2013
Jackson  March 2003 - August 2012
ING  June 2000 - March 2003
Poudre Fire Authority  January 1993 - June 2000

Education
Colorado State University   1990 — 1995
Interior Design

Southern Methodist University
General Studies

Brian Weatherly Brian Weatherly Dallas, Texas Details
Brian Weatherly's Fidelity Investments Experience February 2014 - August 2014
Job Regional Investment Consultant
Industry Financial Services
Experience
Realty Capital Securities  May 2015 - Present
Realty Capital Securities  August 2014 - Present
Fidelity Investments   February 2014 - August 2014
Plum Creek Investment Services Inc.   January 2012 - January 2014
Driftwood Builders Inc.   May 2001 - January 2011

Skills
Retirement Planning, Investments, Series 7, Financial Services, Series 65, Wealth Management, IRAs, 401k, Series 63, Investment Strategies

Education
Metropolitan State College of Denver   2009 — 2011
Bachelor of Science, Finance

Colorado State University   2007 — 2008

DHCS   2001 — 2005

Brenda Hayward-Collins Brenda Hayward-Collins Greater Denver Area Details
Brenda Hayward-Collins's Fidelity Investments Experience September 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   November 2014 - September 2015
Gateway One Lending and Finance /TCF Bank   November 2013 - July 2014
Ford Motor Credit Company  January 2012 - October 2013
Ford Motor Credit Company  January 2007 - January 2012
Ford Motor Credit  January 2004 - January 2007
Ford Motor Credit  January 2000 - January 2004

Education
Colorado State University
Bachelor of Science (BS), Finance

Dealership Finance and Insurance Performance Consultant Certified

Series 7 and Series 63

Six Sigma Certified
Bachelor of Science (BS), Finance

Srikanth (Sri) Perugupalli Srikanth (Sri) Perugupalli Raleigh-Durham, North Carolina Area Details
Srikanth (Sri) Perugupalli's Fidelity Investments Experience January 2015 - Present
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   September 2013 - December 2014
Cognizant Technology Solutions  February 2013 - September 2013
Dex One  June 2007 - January 2013
Fidelity Investments   April 2003 - May 2007
Infosys  March 2003 - May 2007
Quest America   July 2002 - March 2003
Oracle  November 2001 - June 2002
ADC Telecommunications  February 1998 - October 2001
BPL Telecom  February 1997 - February 1998

Skills
Requirements Analysis, Oracle E-Business Suite, Project Management, Oracle HR, Oracle Financial, Program Management, IT Outsourcing, Global Delivery, Data Integration, Software Quality..., Integration, SDLC, Management, Oracle Applications, PL/SQL, SaaS, Vendor Management, Business Intelligence, ERP, Business Analysis, Agile Methodologies

Education
Colorado State University   2010 — 2012
MBA

Osmania University   1993 — 1996
Bachelor of Science

Kendriya Vidyalaya   1980 — 1992
High School

Joshua Lewis Joshua Lewis Greater Boston Area Details
Joshua Lewis's Fidelity Investments Experience 2014 - Present
Job Head of Digital Analytics & Insights at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   2014 - Present
DigitasLBi  2005 - 2013
Quadstone   2001 - 2005
Charles River Associates  1999 - 2001

Skills
Digital Marketing, Analytics, Marketing Strategy, Analysis, Content Strategy, Leadership, Omniture, Online Marketing, Thought Leadership, Social Media Marketing, Social Media, SEO, Advertising, PPC, E-commerce, Lead Generation, Cross-functional Team..., Media Planning, Mobile Applications, Multi-channel Marketing, Google Analytics, Mobile Marketing

Education
Williams College   1995 — 1999
BA, Economics

Colorado State University   2003 — 2007
MS, Statistics

London School of Economics   1997 — 1998
General Course, Economics

Christine Kirk Christine Kirk Denver, Colorado Details
Christine Kirk's Fidelity Investments Experience January 2014 - August 2014
Job Investment Analyst at Strategies LLC
Industry Financial Services
Experience
Strategies, LLC - Denver  September 2014 - Present
Fidelity Investments   January 2014 - August 2014
ALPS, A DST Company  September 2013 - December 2013
GRASP Systems   February 2011 - May 2011
Auto-Owners Insurance  June 2010 - August 2010
UBS  November 2008 - July 2009

Skills
Series 7, Series 63, Microsoft Excel, Time Management, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Outlook, Financial Analysis, Research, Teamwork, Administrative..., Data Entry

Education
Colorado State University   2009 — 2013
Bachelor of Business Administration (BBA), Finance (Corporate Finance and Investment Analysis), Real Estate, 3.93

Scott Yarberry Scott Yarberry Denver, Colorado Details
Scott Yarberry's Fidelity Investments Experience May 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
New York Life Insurance Company  August 2014 - April 2015
T. Rowe Price  April 2014 - August 2014

Education
Colorado State University   2008 — 2013
Bachelor’s Degree, Economics

Ryan McLaws Ryan McLaws Mesa, Arizona Details
Ryan McLaws's Fidelity Investments Experience January 2007 - June 2007
Job Senior Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust  August 2013 - Present
Pierce and Associates  November 2013 - June 2015
JP Morgan Chase  December 2008 - August 2013
Morgan Stanley  June 2007 - December 2008
Fidelity Investments   January 2007 - June 2007

Skills
Project Management, Finance, Analytics, Business, Retirement Planning, Microsoft Office, Microsoft Suites, Microsoft CRM, Access, AS400 system, SharePoint, Visio, MS Project, KPI Reports, Remediation, Scorecard Management, Financial Services, Customer Service, Analysis, Investments, Banking, Microsoft Excel

Education
Southern New Hampshire University   2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General

Columbia College   2008 — 2012
Bachelor's degree, Business Administration and Management, General

Loyola University of Chicago   2011 — 2011
Associate's degree, Project Management

Tooele High School   1990 — 1994

Renee McGaw Zoole Renee McGaw Zoole Denver, Colorado Details
Renee McGaw Zoole's Fidelity Investments Experience March 2014 - April 2015
Job Managing Director, Lead Writer at Charles Schwab
Industry Writing and Editing
Experience
Charles Schwab  September 2015 - Present
Fidelity Investments   March 2014 - April 2015
Janus Capital Group  October 2011 - March 2014
International Association for the Study of Lung Cancer (IASLC)   November 2010 - October 2011
Denver Business Journal  December 2005 - November 2010
International Herald Tribune  January 2004 - February 2005
The Denver Post  September 1998 - December 2003
Knight Ridder Financial News  October 1995 - December 1997
Knight Ridder Financial News  May 1993 - October 1995
Daytona Beach News-Journal  August 1990 - May 1993

Education
Northwestern University
Master of Science (MS), Journalism

Colorado State University
Bachelor of Arts (BA), French

Vladimir Shtokman Vladimir Shtokman Greater Boston Area Details
Vladimir Shtokman's Fidelity Investments Experience January 2012 - October 2012
Job Software Engineer at Amazon Web Services
Industry Computer Software
Experience
Amazon Web Services  July 2014 - Present
Rent the Runway  October 2012 - July 2014
Fidelity Investments   January 2012 - October 2012
Fidelity Investments   July 2011 - December 2011
JP Morgan Chase  June 2010 - August 2010

Skills
Java, Agile Methodologies, Web Services, SQL, JavaScript, Ruby, MongoDB, jQuery, Software Infrastructure, Software Development, Web Applications, Web Development

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2008 — 2011
BS, Computer Science, 3.72

University of Virginia   2007 — 2008
BS, Computer Engineering, 3.91

Brookline High School

Гимназия 36

Brian Robb, MBA Brian Robb, MBA Dallas/Fort Worth Area Details
Brian Robb, MBA's Fidelity Investments Experience May 1993 - October 2002
Job
Industry Financial Services
Experience
MassMutual Financial Group  August 2012 - Present
The Hartford  October 2002 - August 2012
Fidelity Investments   May 1993 - October 2002

Education
Southern Methodist University - Cox School of Business   1999 — 2001
MBA

Colorado State University   1989 — 1993
Marketing

Thad Beller Thad Beller Greater Denver Area Details
Thad Beller's Fidelity Investments Experience October 2014 - Present
Job Internal Sales Director at Victory Capital
Industry Financial Services
Experience
Victory Capital  September 2015 - Present
Fidelity Investments   October 2014 - Present
Fidelity Investments   September 2013 - September 2014
Scottrade  June 2013 - August 2013
Primerica  May 2012 - May 2013
Pueblo Community Diabetes Project   January 2010 - December 2010
Colorado State University - Pueblo Associated Students' Government   October 2009 - April 2010
Chris Kaufman for City Council Campaign   September 2009 - November 2009

Skills
Investments, Strategic Financial..., Microsoft Excel, Public Speaking, Retirement Planning, Management, Marketing, Financial Analysis, Mutual Funds, Financial Services, Financial Modeling, Finance, Leadership, Strategic Planning, Insurance, Budgets, Negotiation, Business Development, Sales Management, Time Management, Customer Service, Data Analysis, Asset Management

Education
Colorado State University   2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

christine cronin christine cronin Greater Los Angeles Area Details
christine cronin's Fidelity Investments Experience February 1994 - April 1997
Job School Board Member at Manhattan Beach Unified School District
Industry Financial Services
Experience
Manhattan Beach Unified School District  December 2013 - Present
Grades of Green  October 2011 - Present
Manhattan Beach Education Foundation  June 2010 - Present
Museum of Latin American Art  June 2009 - May 2012
American Martyrs Catholic Community  June 2011 - 2012
Capital Guardian Trust Company  May 1997 - March 2009
Fidelity Investments   February 1994 - April 1997
Price Waterhouse Management Consultants  1991 - 1992
Morgan Stanley  July 1984 - 1986
Bank of America  1984 - 1984

Skills
Financial Modeling, Investments, Valuation, Private Equity, Asset Managment, Capital Markets, Fundraising, Hedge Funds, Alternative Investments, Venture Capital, Non-profits, Equities, Fixed Income, Fixed Income Portfolio..., CPA

Education
University of Pennsylvania - The Wharton School   1987 — 1989
MBA, Finance and Marketing

Columbia University in the City of New York   1980 — 1984
BA, Economics

Columbia Engineering   1980 — 1982
Engineering

Our Lady of Mercy, Farmington Hills, MI   1976 — 1980

Tom Warren Tom Warren Greater Denver Area Details
Tom Warren's Fidelity Investments Experience 1989 - 1995
Job President, Vice Chairman at UAT, Holdings LLC
Industry Information Technology and Services
Experience
UAT, Inc   January 2005 - Present
Janus Capital  January 1995 - January 2005
Fidelity Investments   1989 - 1995
Merrill Lynch  January 1984 - January 1989
Avimart International NV and SA   May 1983 - January 1984

Skills
Mutual Funds, Asset Management, Alternative Investments, Investments, Series 7, Series 63, Finance, Fixed Annuities, Securities, Financial Services, Equities, Retirement Planning, Wealth Management, Sales, Asset Allocation, Portfolio Management, Management Consulting, Asset Managment, Hedge Funds

Education
Colorado State University   1979 — 1983
BS, Marketing and Management

Jeanna Frawley Jeanna Frawley Greater Boston Area Details
Jeanna Frawley's Fidelity Investments Experience June 2005 - March 2006
Job Senior Infrastructure Analyst and IT Operations Support
Industry Financial Services
Experience
Eaton Vance  October 2006 - Present
Fidelity Investments   June 2005 - March 2006

Education
Colorado State University   1979 — 1983

Chuck Cole, MBA Chuck Cole, MBA Savannah, Georgia Area Details
Chuck Cole, MBA's Fidelity Investments Experience 2007 - 2007
Job Bon Vivant
Industry Information Technology and Services
Experience
My Kingdom   September 2014 - Present
ORAFOL Americas  September 2013 - November 2013
Worldwide TechService   April 2013 - August 2013
Children Across America  May 2010 - December 2012
Lionbridge  August 2008 - June 2010
Fidelity Investments   2007 - 2007
P&G/Gillette   August 2001 - October 2006
The Gillette Company  2001 - 2006
Duracell  February 2000 - August 2001
AINS/ US Mint   February 1995 - February 2000

Skills
Business Analysis, Budgets, Software Project..., Strategy, Project Management, Cross-functional Team..., Program Management, Strategic Planning, ERP, Manufacturing, Business Process..., Vendor Management, Process Improvement, Management, Project Portfolio..., MS Project, Software Development, Change Management, PMP, Analysis, CRM, SDLC, SAP, Integration, IT Strategy, Business Intelligence

Education
Colorado State University   1997 — 1999
MBA, Finance

Georgia Institute of Technology   1974 — 1979
BS, Texiles

SM Tompkins   1971 — 1974
General College Prep

John Huddleston John Huddleston Colorado Springs, Colorado Area Details
John Huddleston's Fidelity Investments Experience May 2015 - Present
Job Manager Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   May 2015 - Present
T. Rowe Price  October 2007 - May 2015
Wells Fargo Home Mortgage  February 2005 - October 2007
HSBC Retail Banking and Wealth Management  July 2003 - May 2004

Skills
Leadership, Loans, Investments, Financial Analysis, Finance, Business Analysis, Analysis, Portfolio Management, Coaching, Strategic Planning

Education
Colorado State University   1998 — 2002
Bachelor's degree, Communications

Colorado State University   1998 — 2002
Associate of Arts (AA), History

Amy L. Donovan Amy L. Donovan Greater Boston Area Details
Amy L. Donovan's Fidelity Investments Experience 1990 - 1997
Job Marketing Leadership | Brand Building and Management | Digital and Traditional Strategies
Industry Marketing and Advertising
Experience
Welch & Forbes   2008 - 2014
Circles  2007 - 2007
Wellington Management  1998 - 2006
Scudder Kemper Investments  1997 - 1998
Fidelity Investments   1990 - 1997
Bank of Boston  1988 - 1990
General Mills, Inc.   1984 - 1988

Skills
Integrated Marketing, Investments, Marketing Strategy, CRM, Marketing, Strategy, Competitive Analysis, Wealth Management, Marketing Communications, Relationship Management, Positioning, Strategic Planning, Segmentation, Asset Management, Collaborative Leadership, Digital Strategy, High Net Worth..., Advertising, Agency Relationship..., Web Development, Lead Generation, Customer Engagement, Market Research

Education
Harvard University
AB, Psychology & Social Relations, Cum Laude

Columbia University - Columbia Business School
MBA, Marketing

Brad Sharp, CFP® Brad Sharp, CFP® Greater Boston Area Details
Brad Sharp, CFP®'s Fidelity Investments Experience April 2004 - September 2008
Job Vice President at Braver Wealth Management LLC
Industry Financial Services
Experience
Braver Wealth Management, LLC  September 2008 - Present
Fidelity Investments   April 2004 - September 2008
Fidelity Investments   1998 - 2004
Fidelity Investments   1996 - 1998
Delta Air Lines  1990 - 1996

Education
Colorado State University   1988 — 1990
Bachelors, Economics

Stuart N. Rosenberg, A.I.F. Stuart N. Rosenberg, A.I.F. Greater Los Angeles Area Details
Stuart N. Rosenberg, A.I.F.'s Fidelity Investments Experience 1996 - 1998
Job Senior Vice President / Senior Financial Advisor/ Private Wealth Management, Citigroup
Industry Financial Services
Experience
Citi Personal Wealth Management  March 1997 - Present
Citi Personal Wealth Management  February 1997 - Present
Roger Engemann & Associate   2000 - 2004
Fidelity Investments   1996 - 1998

Skills
Pensions, Wealth, Small Business, Financial Advisory, Personal Finance, Retirement Planning, Investments, Strategic Financial..., Risk Management, Financial Services, Mutual Funds, Investment Advisory, Series 7, Securities, Asset Management, Retirement, Series 63, Finance, Portfolio Management, Equities, Uniform Combined State..., High Net Worth..., Fixed Income, Investment Management, Banking, Private Banking, Loans, Series 6, Bonds, ETFs, Hedge Funds, Series 24, Investment Strategies, Mortgage Lending, Credit, FINRA, Relationship Management, Asset Allocation

Education
Colorado State University   1976 — 1980
Bachelor of Sciences, Behavioral sciences

Jonathon Watt Jonathon Watt Englewood, Colorado Details
Jonathon Watt's Fidelity Investments Experience April 2015 - Present
Job Retirement Relationship Manager
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Lacrosse Outreach Foundation   March 2006 - Present
Fidelity Investments   June 2014 - April 2015
Fidelity Investments   October 2013 - June 2014
AXA Advisors  November 2012 - October 2013
Paint Pals, LLC   January 2011 - October 2011

Skills
Financial needs analysis, Retirement Planning, Core and Executive..., Risk Management, Small Businses planning, Implementing Structured..., Business Succession..., Tax Efficient Investing, Networking

Education
Colorado State University   2008 — 2012
Bachelors of Arts, Economics, Political Science

Todd Everhart, MBA, PMP, CSM, CSPO, ITIL Todd Everhart, MBA, PMP, CSM, CSPO, ITIL Raleigh-Durham, North Carolina Area Details
Todd Everhart, MBA, PMP, CSM, CSPO, ITIL's Fidelity Investments Experience May 2012 - Present
Job Experienced Project Manager Professional
Industry Information Technology and Services
Experience
Fidelity Investments   May 2012 - Present
Bioptigen   October 2009 - March 2011
Veritude (Fidelity)   November 2007 - February 2009
Matrix Resources ( BlueCross/BlueShield)   April 2007 - November 2007
Adaptec  August 2005 - August 2006
Polycom, Inc  April 1996 - August 2005
Thermo Scientific  February 1987 - April 1996

Skills
Offshore Software..., Virtual Teams, Change Management, Agile, PMP, MS Project, Product Launch, Process Improvement, Business Management, SDLC, Six Sigma

Education
Columbia Southern University   2012 — 2013
MBA, Project Management

University of Nevada-Reno
BS, Mechanical Engineering

Maarten Broekman Maarten Broekman Greater Boston Area Details
Maarten Broekman's Fidelity Investments Experience July 2008 - May 2011
Job Senior Security Administrator at Endurance International Group
Industry Internet
Experience
Endurance International Group  May 2015 - Present
Endurance International Group  May 2011 - May 2015
Fidelity Investments   July 2008 - May 2011
Fidelity Investments   July 2006 - July 2008
Fidelity Investments   July 2004 - July 2006
Fidelity Investments   March 2002 - July 2004
Genuity / GTEI / BBNPlanet / BBN   May 1997 - March 2002
JFax Personal Telecom   March 1997 - May 1997
Columbia University  December 1993 - March 1997

Skills
Apache, Malware Analysis, Perl, ClamAV, Linux, Servers, Unix Shell Scripting, Bash, Penetration Testing, Puppet, Shell Scripting, mod_security, Unix, Linux System..., MySQL, System Administration, PHP, Databases, DNS, Production Support, Disaster Recovery, Operating Systems, High Availability, Debian, VMware, Virtualization, Technical Support, Data Center, Infrastructure, Ubuntu, RedHat, Red Hat Linux, Exim, Solaris, Troubleshooting, IBM AIX

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   1993 — 1997
BS, Computer Science

Floral Park Memorial HS   1989 — 1993

Angela Stinnett Angela Stinnett Dallas/Fort Worth Area Details
Angela Stinnett's Fidelity Investments Experience August 2012 - Present
Job Systems Analyst at Fidelity
Industry Internet
Experience
Fidelity Investments   August 2012 - Present
Think Finance  May 2010 - July 2012
Think Finance  May 2005 - July 2012
Think Finance  May 2005 - April 2008

Skills
Requirements Gathering, Analysis, Business Requirements, Agile Methodologies, Business Analysis, Business Process, Scrum, Requirements Analysis, SQL, Visio, Software Documentation, Vendor Management, SharePoint, Process Improvement, Business Intelligence, Software Project..., Databases, Risk Management, Testing, Process Engineering, Software Development, Agile Project Management, Business Process..., Integration, SDLC

Education
Colorado State University-Pueblo   1988 — 1992
Psychology, Speech Communications

Erica Ollison Erica Ollison Dallas/Fort Worth Area Details
Erica Ollison's Fidelity Investments Experience September 2015 - Present
Job Implementation Project Manager at Fidelity
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
TD Ameritrade  May 2015 - September 2015
TD Ameritrade  March 2013 - May 2015
TD Ameritrade  March 2012 - March 2013
TD Ameritrade  January 2011 - March 2012
TD Ameritrade  June 2008 - January 2011

Skills
Project Management, Time Management, Organization, Microsoft Office, Series 7, Series 63, Series 24, Risk Management, Research, Advisor Relations, Marketing Strategy, Advertising, Manage Client..., Portfolio Management, Wealth Management, Mutual Funds, Real Estate

Education
Columbia Southern University
Bachelor of Business Administration (BBA), Project Management

SHEILA CHEHELAKHTARANI SHEILA CHEHELAKHTARANI Denver, Colorado Details
SHEILA CHEHELAKHTARANI's Fidelity Investments Experience June 2013 - January 2015
Job Accounting and Relationship building at Mosaic
Industry Nonprofit Organization Management
Experience
Mosaic  April 2015 - Present
Fidelity Investments   June 2013 - January 2015
American Cancer Society  November 2012 - June 2013
T. Rowe Price  October 2008 - February 2013
Pioneer Services  September 2007 - September 2008
Pioneer Services  September 2007 - September 2008
Pentagon Federal Credit Union  August 2004 - October 2006

Skills
Banking, Analysis, Financial Risk, Loans, Customer Service, Mutual Funds, Budgets, Financial Services

Education
Colorado Technical University   2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Colorado Technical University   2003 — 2009
Bachelors, Business Management

Kevin Aycock Kevin Aycock American Fork, Utah Details
Kevin Aycock's Fidelity Investments Experience June 2012 - July 2015
Job Brokerage Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - July 2015
Marriott International  September 2004 - January 2012
Access Computer Products  September 2003 - August 2004
Brigham Young University  2004 - 2004
Kohl's Department Stores  2000 - 2001

Skills
Series 7, Series 63, CPR Certified, First Aid, R, MATLAB, Mathematics, Loss Prevention, Teamwork, Problem Solving, Customer Service, Customer Retention, Staff Training, Hotels, Fire Safety, Office Equipment, Record Keeping, Shipping/receiving, Cpr Certified, Leadership, Microsoft Excel, Sales, Public Speaking

Education
Colorado State University   2005 — 2011
Bachelor of Science

Front Range Community College   2004 — 2005

Chelsea LeRoy Chelsea LeRoy Knoxville, Tennessee Details
Chelsea LeRoy's Fidelity Investments Experience May 2014 - August 2014
Job Restructure Analyst at Caterpillar Financial
Industry Financial Services
Experience
Caterpillar Financial  June 2015 - Present
Masters Investment Learning Center   August 2014 - Present
Fidelity Investments   May 2014 - August 2014
Private Employer  September 2012 - July 2013
Max Precision Cleaning Enterprise   May 2011 - August 2012
Vector Marketing  June 2010 - August 2010

Skills
Direct Sales, Sales Order Processing, Customer Acquisition, Customer Retention, Sales Presentations, Customer Service, Management, Marketing Strategy, Training, Enterprise Software, Sales, Leadership, Microsoft Excel, Time Management, Public Speaking, Teamwork, Microsoft Office, Salesforce.com, Microsoft Word, Payroll, Access, PowerPoint

Education
University of Tennessee-Knoxville   2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, 3.78 GPA

Columbia State Community College   2011 — 2012
4.0 GPA

Lee University   2010 — 2011

Andrew Bartlett Andrew Bartlett Denver, Colorado Details
Andrew Bartlett's Fidelity Investments Experience August 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Shanghai Ever Glory International Financial Investment Holdings Company   May 2014 - July 2014
GMT Global Aviation   June 2013 - August 2013

Skills
Finance, Management, Marketing, Microsoft Excel, Teamwork, Public Speaking, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Microsoft PowerPoint, Time Management

Education
Colorado State University   2011 — 2015
Bachelor of Arts (B.A.), Economics

Marquette High School

Kerry Prazak, CFP® Kerry Prazak, CFP® Dallas/Fort Worth Area Details
Kerry Prazak, CFP®'s Fidelity Investments Experience May 2012 - May 2014
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors  April 2015 - Present
East Lake Financial, LLC   May 2014 - May 2015
Fidelity Investments   May 2012 - May 2014
Fidelity Investments   August 2010 - May 2012
Fidelity Investments   June 2007 - August 2010
Fidelity Investments   August 2005 - July 2007
Edward Jones  January 2004 - August 2005
University of Missouri  May 2002 - January 2004
US Navy  September 1996 - April 2002

Skills
Certified Financial..., Wealth Management, Wealth Management..., Portfolio Management, Series 66, High Net Worth..., Series 7, Technical Analysis, ETFs, Fundamental Analysis, Investment Strategies, Investments, Financial Services, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Asset Management, Retirement, Options Strategies, Fixed Income Strategies, Series 63, 401k Rollovers, 401k, Uniform Combined State..., FINRA, Finance, Risk Management, Investment Management, IRAs, Alternative Investments, Options, Stocks, Financial Markets, Wealth Accumulation, Equity Trading, Electronic Trading, CRM, Trading Strategies, Quantitative Analytics, Retirement Savings, Portfolio Optimization, Qualified Retirement..., Personal Financial..., Financial Planning, Equities

Education
Columbia College   2002 — 2003
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 4.0

Gladewater High School

Leigh Anne Downs Leigh Anne Downs Dallas/Fort Worth Area Details
Leigh Anne Downs's Fidelity Investments Experience January 2015 - Present
Job Oracle Database Administrator at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   June 2012 - January 2015
PDX  July 2006 - July 2012
PDX  July 2006 - February 2009
Walgreens Pharmacy  October 2004 - July 2006

Skills
Oracle, Unix, Linux, Database Administration, Agile Methodologies, Data Migration, Enterprise Software, High Availability, Java, Oracle Enterprise..., Performance Tuning, SQL, Troubleshooting, T-SQL, SDLC, Quality Assurance, Visio, Databases, Process Improvement

Education
Columbia College   2006 — 2009
MIS, Management Information Systems

Tarleton State University   2001 — 2003
N/A, Computer science, Nursing

Matt Furnish Matt Furnish Greater Denver Area Details
Matt Furnish's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry International Affairs
Experience
Fidelity Investments   July 2015 - Present
Ewing Irrigation Products  April 2015 - June 2015
Ewing Irrigation Products  November 2014 - March 2015
Ewing Irrigation Products  July 2012 - November 2014
The Big Tool Box   March 2003 - July 2012

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Adobe Photodeluxe, Windows & Mac operating..., Irrigation, Customer Service, Strategic Planning, Purchasing, Customer Satisfaction, Sales Management, Inventory Management, Inventory Control, Sales, Contract Negotiation, Team Building

Education
Colorado State University   2008 — 2012
International Studies, History, Russian, Central European, East European and Eurasian Studies

Kuban State University (KubSU)   2010 — 2011
Bachelor's Degree, Russian Language and Literature

Debi Champlin Debi Champlin Draper, Utah Details
Debi Champlin's Fidelity Investments Experience January 2010 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2010 - Present
Fidelity Investments   December 1998 - January 2010
VALIC  March 1993 - November 1998

Skills
Business Process..., Business Analysis, Requirements Gathering, Financial Services, Process Improvement, Requirements Analysis, 401k, Visio, Vendor Management, SDLC, Business Requirements

Education
University of Phoenix   1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General

Colorado State University   1984 — 1987

Anita Jones-Williams Anita Jones-Williams Dallas/Fort Worth Area Details
Anita Jones-Williams's Fidelity Investments Experience November 2004 - November 2005
Job Administration Support/CSR
Industry Hospital & Health Care
Experience
Santander Consumer USA  November 2011 - Present
Santander Consumer USA Inc.  November 2011 - July 2012
TD Auto Finance  July 2011 - November 2011
AppleOne Inc  April 2010 - November 2011
AppleOne  April 2010 - August 2010
Paraigm Traffic Systems   October 2008 - March 2010
Paradigm Traffic System   October 2008 - March 2010
Sprint  November 2005 - August 2008
Sprint/Nextel  November 2005 - August 2008
Fidelity Investments   November 2004 - November 2005

Skills
Accounting, Customer Service, Training, Call Center, Data Entry, Customer Satisfaction, Troubleshooting, Insurance, Outlook, Human Resources, Microsoft Excel, Account Management, Forecasting, Microsoft Office, Microsoft Word

Education
Colorado Technology University   2009 — 2014
Associates; Bachelor, for Healthcare Administration

Colorado Technical University   2009 — 2011
Associates, Medical Administration

Mansfield Business School   1987 — 1988
Certificate of Dilpoma, Administrative Assistant and Secretarial Science, General

Joshua Crouch Joshua Crouch Dallas/Fort Worth Area Details
Joshua Crouch's Fidelity Investments Experience February 2004 - February 2005
Job Commercial Sales Manager for Reliant Energy & Netpique
Industry Utilities
Experience
Reliant Energy  April 2012 - Present
Netpique  April 2012 - Present
Mesquite Independent School District  August 2010 - May 2012
Red Oak ISD  August 2008 - August 2010
Corsicana ISD  August 2006 - August 2008
Discount Cities, Inc.   February 2005 - August 2006
Fidelity Investments   February 2004 - February 2005
Aflac  April 2003 - April 2004
Oxy  May 2000 - March 2003

Skills
Editing, Teaching, Tutoring, Marketing, RTI, Social Studies, Staff Development, Integrating Technology..., Teacher Training, Wikispaces, Project-based, PowerPoint, Microsoft Office, Sat, Educational Research, Data Analysis, Interdisciplinary..., Academia, Student Affairs, Salesforce Training, Sales Rep Training, Sales Leadership..., Territory Management, Referrals, Consulting, Contract Negotiation, Negotiation, Cold Calling, Following Up, Tracking, Energy Consulting, Customer Service, Team Building, Sales, Microsoft Excel, Instructional Technology, Microsoft Word, Curriculum Design, Educational Leadership, Coaching, Curriculum Development, Lesson Planning, Classroom, K-12, Classroom Management, Sales Presentations, Sales Process, Account Management, Differentiated..., Marketing Communications

Education
University of North Texas   2001 — 2003
Master of Business Administration (M.B.A.), Marketing

The University of Texas at Arlington   1999 — 2000
Bachelor of Business Administration (BBA), Marketing

Colorado State University   1998 — 1998
N/A, Marketing

Tyler Junior College   1995 — 1997
N/A, General Studies

Jacksonville High School   1991 — 1995
Diploma, Advanced with Honors

Katherine Toner Katherine Toner New York, New York Details
Katherine Toner's Fidelity Investments Experience 2007 - 2010
Job CEO at Toner Consulting
Industry Business Supplies and Equipment
Experience
Toner Consulting   2010 - Present
Fidelity Investments   2007 - 2010
Johnson & Johnson  2005 - 2006

Skills
Open-mindedness, Fast Learner, Social Skills

Education
UC Irvine   2001 — 2005
Master's degree, Marketing

Colorado State University   1999 — 2001
Bachelor's degree, Organizational Leadership

Cary Wells Cary Wells Greater Boston Area Details
Cary Wells's Fidelity Investments Experience June 2005 - Present
Job
Industry Human Resources
Experience
Fidelity Investments   June 2005 - Present
McKinsey & Company  June 2004 - May 2005
The Shaw Group  May 2003 - August 2003

Skills
Business Analysis, Project Management, Process Improvement, Human Resources, Change Management, Taleo, Vendor Management, Talent Management, Business Process Design, Management Consulting, System Configuration, Performance Management, Strategic Planning, Business Development, Visio, MS Project, SuccessFactors, Oracle Applications, eQuest, Basic HTML, User Acceptance Testing, Agile & Waterfall..., OBI, Problem Solving, Internet Recruiting, Microsoft Excel, Requirements Analysis, Analysis, Collaborative Problem..., Organization Skills, Critical Thinking

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2001 — 2005
Bachelor’s Degree

Needham High School   1997 — 2001
High School

Paul Shaddock, Jr Paul Shaddock, Jr Greater Denver Area Details
Paul Shaddock, Jr's Fidelity Investments Experience March 2015 - Present
Job High Net Worth Associate with Fidelity Investment
Industry Marketing and Advertising
Experience
Fidelity Investments   March 2015 - Present
Fidelity Investments   August 2013 - March 2015
Intrawest  January 2011 - August 2013
Intrawest  January 2010 - January 2011
Document Technologies  December 2009 - August 2010
IKON Legal Document Services  February 2007 - October 2008

Education
Colorado State University-Pueblo   2008 — 2010
MBA

Western State Colorado University   2002 — 2007
BS, Business Administration and Psychology

Paul Tibbits Paul Tibbits Greater Salt Lake City Area Details
Paul Tibbits's Fidelity Investments Experience September 2007 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Advantage Partnership Board   August 2011 - Present
U.S. Census Bureau   April 2010 - August 2010
Fidelity Investments   September 2007 - February 2009

Skills
Finance, Leadership, Series 7, Series 63, Retirement, 401k, Customer Service, Data Analysis, Marketing, Financial Analysis, Strategy, Training, Economics

Education
Colorado State University   2002 — 2005
Bachelor's Degree, Economics

Bridget O'Brien Bridget O'Brien Greater Boston Area Details
Bridget O'Brien's Fidelity Investments Experience June 2007 - August 2009
Job Vice President, Brand, Communications & Creative
Industry Marketing and Advertising
Experience
Vistaprint  February 2010 - Present
Terametric   March 2009 - May 2012
Shortbord   September 2009 - September 2010
Fidelity Investments   June 2007 - August 2009
Canaccord Genuity (formerly Adams Harkness)   January 2006 - May 2007
Adams Harkness  March 1999 - December 2005
Parametric Technology Corporation  1997 - 1999
Waters Corporation  1992 - 1997
Lehman Millet  1990 - 1992
Austin Knight Advertising  1985 - 1990

Skills
Branding, Integrated Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, Business Development, Advertising, Content Strategy, Social Media, Leadership, E-commerce, Creative Direction, Strategy, Email Marketing, Relationship Marketing, Social Media Marketing, Analytics, Demand Generation, Direct Response, Public Relations, Digital Strategy, Community Building, Strategic Planning, Executive Management, Online Advertising

Education
Columbia University - Columbia Business School   2008 — 2008
Executive Education Program, Finance & Accounting

The University of Texas at Austin   1980 — 1985
BS, Communications

Brandon Coll Brandon Coll Tampa/St. Petersburg, Florida Area Details
Brandon Coll's Fidelity Investments Experience February 2007 - March 2013
Job Independent Contractor for Administrative Assistance
Industry Executive Office
Experience
Administrative Assistance   June 2015 - Present
CoServ  September 2014 - September 2015
Winstar World Casino & Resort   March 2014 - August 2014
Winstar World Casino & Resort   May 2013 - March 2014
Fidelity Investments   February 2007 - March 2013
Fidelity Investments   October 2003 - February 2007
Walmart  June 2001 - October 2003
Olympia Sports  April 1999 - August 2001

Skills
Training, Customer Service, Payroll, Process Scheduler, Process Improvement, Financial Services, Internal Audit, Teamwork, Daily Deposits, Electronic Payments, Cash Management, Accounts Payable, Account Reconciliation, Account Resolution, Exception Management, Credit Card Transaction..., Document Review, Document Drafting, Word Processing, Audio Transcription

Education
Southern NH University   2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General

Colorado State University   1996 — 1998

John O'Rourke, PMP, ITIL v3 John O'Rourke, PMP, ITIL v3 Woonsocket, Rhode Island Details
John O'Rourke, PMP, ITIL v3's Fidelity Investments Experience March 2010 - October 2010
Job Sr. Advisor, Project Managemetnt at CVS Health
Industry Pharmaceuticals
Experience
CVS Health  January 2015 - Present
CVS Health  October 2013 - December 2014
Blue Cross Blue Shield of Massachusetts  August 2011 - October 2013
Blue Cross Blue Shield of Massachusetts  October 2010 - August 2011
Fidelity Investments   March 2010 - October 2010
Pegasystems  December 2009 - March 2010
Fidelity  July 2005 - February 2009
Columbia Management  January 2005 - June 2005
Evergreen Investments  September 2004 - December 2004
Putnam Investments  2002 - 2004

Skills
Storage, Projects, ITIL, Disaster Recovery, Cloud Computing, SDLC, Data Center, Requirements Analysis, Virtualization, Business Analysis, Program Management, Integration, PMP, Unix, Infrastructure, VMware, PMO, Process Improvement, Cross-functional Team..., Security, Project Management, Risk Management, Solaris, Software Development, Strategy, Service Delivery, Management, Product Management, Change Management, Testing, IT Strategy, Vendor Management, System Deployment, Enterprise Architecture, Information Technology, Leadership

Education
New College of California   1992 — 1994
JD (not completed), Law

Columbia College   1989 — 1991
BA, Crinimal Justice Administration

Oakland Community College   1980 — 1982
AAS, Mechanical Engineering

Kristi Sullivan Kristi Sullivan Greater Denver Area Details
Kristi Sullivan's Fidelity Investments Experience 1998 - 2007
Job Owner, Sullivan Financial Planning, LLC
Industry Financial Services
Experience
Sullivan Financial Planning, LLC   January 2007 - Present
Fidelity Investments   1998 - 2007
Great-West Life  March 1995 - March 1998

Skills
Insurance, Retirement, Investments, Series 7, Retirement Planning, Strategic Financial..., Finance, Financial Advisory, Investment Advisory, Customer Service, Financial Planning, Budgets, Public Speaking, 401k, Estate Planning

Education
Colorado State University   1990 — 1994
BS, Business - Organizational Management and Human Resource Management

Monika Flaherty Monika Flaherty Greater Boston Area Details
Monika Flaherty's Fidelity Investments Experience July 2008 - Present
Job Senior Corporate Actions Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2008 - Present
Fidelity Investments   September 2005 - July 2008
State Street  March 2005 - September 2005
State Street  June 2003 - March 2005

Skills
Bloomberg, Financial Analysis, Mutual Funds, Equities, Financial Modeling, Fixed Income, Valuation, Finance, Financial Services, Derivatives, Business Analysis, Due Diligence, Investments, Corporate Actions, Securities, Data Analysis, Risk Management, Asset Management, Financial Markets, Analysis, Equity Research

Education
Colorado State University   2008 — 2010
MBA, Master of Business Administration, Cumulative GPA 3.78 / 4.0

University of New Hampshire   1999 — 2003
Bachelor’s Degree, Finance Concentration with Operations Management Minor, Cumulative GPA 3.63 / 4.0

University of New Hampshire -- Peter T. Paul College of Business and Economics   1999 — 2003
Bachelor’s Degree, Finance Concentration with Operations Management Minor, Cumulative GPA 3.63 / 4.0

John Alduenda John Alduenda Greater San Diego Area Details
John Alduenda's Fidelity Investments Experience July 2011 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2011 - Present
Fidelity Investments   July 2007 - June 2011
TD Ameritrade  July 1993 - June 2007

Education
Colorado Technical University
Bachelors in Business Administration, Business Management

Wylie Ewing Wylie Ewing Greater Atlanta Area Details
Wylie Ewing's Fidelity Investments Experience 2005 - 2009
Job Vice President Private Client Group
Industry Financial Services
Experience
Fidelity Investments Private Client Group   2009 - Present
Fidelity Investments   2005 - 2009
Charles Schwab Corporate and Executive Services   2002 - 2005
E Trade Business Solutions Group   1998 - 2002
Everen Correspondent Clearing   1997 - 1998
Fidelity Investments Institutional Services Company  1989 - 1997
UBS- Painewebber  1987 - 1989

Skills
Equity Compensation, Institutional Sales, Retirement Planning, Wealth Management, Series 9 / 10, Series 7, Series 63, 401k, Sales, Mergers & Acquisitions, Equities, Relationship Management, Strategy, Securities, Asset Allocation, Investments, Finance, Retirement, Financial Services, Mutual Funds, FINRA, Employee Benefits, Series 65, Insurance, Investment Advisory, Series 6, Wealth Management...

Education
Colorado State University   1984 — 1987
BA, Economics

Stephanie Vessely Stephanie Vessely Greater Denver Area Details
Stephanie Vessely's Fidelity Investments Experience June 2008 - February 2009
Job Writer and Editor
Industry Writing and Editing
Experience
WhiteWave Foods  August 2011 - Present
Stephanie Vessely   January 2006 - Present
elephantjournal.com   December 2012 - May 2013
Northglenn High School  August 2010 - May 2011
Fidelity Investments   June 2008 - February 2009
McClain Finlon Advertising  March 2004 - March 2008
Clear Creek Courant   January 2001 - March 2002

Skills
Editing, Proofreading, Newsletters, Brochures, Magazines, Journalism, Copywriting, Blogging, Marketing Communications, Social Media, Copy Editing, Editorial, Graphic Design, Integrated Marketing, Advertising

Education
University of Colorado Denver   2009 — 2010
Licensure, English Education

Colorado State University   1996 — 2000
B.A., English, Concentration in Journalism

Donald Minjire Donald Minjire Kansas City, Missouri Area Details
Donald Minjire's Fidelity Investments Experience September 1998 - October 2001
Job Director of Annuities at Target Insurance Services, Inc and Annuity Consultant
Industry Financial Services
Experience
Target Insurance Services, Inc   May 2006 - Present
ING - USA  February 2002 - December 2005
Fidelity Investments   September 1998 - October 2001

Education
Colorado State University

Daniel Koehler Daniel Koehler Greater Boston Area Details
Daniel Koehler's Fidelity Investments Experience 2009 - 2009
Job Partner, Business Architecture at Morneau Shepell
Industry Financial Services
Experience
Morneau Shepell  January 2014 - Present
Fidelity  January 2010 - December 2013
Fidelity Investments   2009 - 2009
Fidelity Investments   2005 - 2009
Prudential Insurance  1987 - 1990

Skills
Business Analysis, Process Improvement, Financial Services, Program Management, Requirements Analysis, Project Management, Requirements Gathering, Software Project..., Change Management, Business Requirements, Analysis, Employee Benefits, Software Development, Management, Strategy, SQL, Pensions, Microsoft Excel, Outsourcing, Agile Methodologies, Risk Management, SDLC, Vendor Management

Education
Colorado State University   1981 — 1986
Bachelor's degree, Mathematics specializing in Actuarial Science

Charlotte Kemper Charlotte Kemper New York, New York Details
Charlotte Kemper's Fidelity Investments Experience July 2007 - July 2010
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Columbia Business School  August 2013 - May 2015
Wells Fargo  June 2014 - August 2014
Northrop Grumman Corporation  October 2010 - July 2013
Fidelity Investments   July 2007 - July 2010
BlackRock  June 2006 - August 2006
Art Institute of Chicago  June 2005 - August 2005

Education
Columbia Business School   2013 — 2015

Harvard University   2003 — 2007
AB, History & Literature

Kevin Rowland Kevin Rowland Greater Boston Area Details
Kevin Rowland's Fidelity Investments Experience July 2001 - October 2004
Job Director
Industry Management Consulting
Experience
Omni Management Resources, Inc   September 2006 - Present
Liberty Mutual  October 2004 - July 2010
Fidelity Investments   July 2001 - October 2004
Fidelity Investments   July 2000 - July 2001
Fidelity Investments   September 1998 - July 2000
International Paper  January 1998 - September 1998
International Paper  November 1996 - January 1998
US Army  May 1985 - November 1996

Skills
Team Building, Consulting, Technical Leadership, Program Management, Process Improvement, Vendor Management, Strategic Planning, Team Leadership, Business Analysis, SDLC, Cross-functional Team..., Risk Management, Project Management, Integration, Leadership, Enterprise Architecture, Change Management, Disaster Recovery, Software Documentation, Management, IT Strategy, PMP, Technical Support, Business Process..., Business Intelligence, Visio, Requirements Analysis, PMO, IT Management, Security, ITIL, Project Portfolio..., Data Center, Information Technology, IT Service Management, IT Operations, Resource Management, Outsourcing, Business Process, Requirements Gathering, Governance

Education
Colorado State University   1979 — 1985
Bachelor's of Science, Industrial Sciences and Technology Education (Non-Teaching)

Chris Riggle Chris Riggle Westminster, Colorado Details
Chris Riggle's Fidelity Investments Experience March 2015 - Present
Job Director, Contact Center Solutions Integration
Industry Information Technology and Services
Experience
Fidelity Investments   March 2015 - Present
Fidelity Investments   December 2013 - March 2015
PSS help (Product Support Solutions)   August 2013 - December 2013
Genesys  July 2011 - August 2013
Wells Fargo  December 2006 - July 2011
SESC  December 2006 - December 2007
Qwest Communications  April 2001 - December 2006

Skills
SDLC, Genesys, Vendor Management, Requirements Analysis, Solution Architecture, Integration, Telecommunications, Agile Methodologies, Cloud Computing, SaaS, Business Analysis, Requirements Gathering, Visio, Software Project..., Unix, Oracle, Business Intelligence, IVR, CTI, Professional Services, SOA, Enterprise Software, Pre-sales

Education
Colorado Technical University   2005 — 2006
Masters, Information Technology Management

Westwood College - Denver North   2001 — 2002
Certificate, Information Technology

West Liberty University   1992 — 1998
BS, Business

Ann Matteson Ann Matteson Greater Boston Area Details
Ann Matteson's Fidelity Investments Experience November 1996 - January 2008
Job Senior Director, Talent Management and Leadership Development at Thermo Fisher Scientific
Industry Professional Training & Coaching
Experience
Thermo Fisher Scientific  June 2014 - Present
The High Potential Group   February 2009 - Present
Fidelity Investments - HR Access   April 2011 - April 2012
The High Potential Group   February 2009 - April 2011
The Energy Project  January 2008 - February 2009
Fidelity Investments (FESCo)   January 1999 - January 2008
Fidelity Investments   November 1996 - January 2008
Fidelity Investments   November 1994 - January 2008
Fidelity Investments   1994 - 2008
Fidelity Employer Services Company  1994 - 2008

Skills
Talent Management, Succession Planning, Organizational..., Employee Engagement, Leadership Development, Human Resources, Performance Management, Executive Coaching, Strategy, Organizational..., Change Management, Training, Talent Acquisition, Leadership

Education
Thunderbird School of Global Management   1982 — 1984
Master of International Management

American Graduate School of International Management
Master, International Management

Colorado State University
Bachelor of Arts degree, Political Science

Ricardo I. Cruz Ricardo I. Cruz Albuquerque, New Mexico Area Details
Ricardo I. Cruz's Fidelity Investments Experience February 2015 - Present
Job Dynamic and Flexible Leadership
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Fidelity Investments   January 2014 - January 2015
Fidelity Investments   March 2011 - December 2013
Fidelity Investments   April 2009 - December 2013
Thornburg Mortgage  February 2008 - March 2009
Thornburg Mortgage  June 2007 - March 2009
Thornburg Mortgage  January 2005 - July 2007
Sandia Resort & Casino  February 2004 - June 2005
T-Mobile  September 2001 - December 2004

Skills
Change Management, Business Process..., Operations Management, Customer Service, Process Improvement, Employee Engagement, Diversity, Requirements Analysis, Business Analysis, Analysis, Management, Team Building, Software Documentation, Leadership, Program Management, Project Management, Risk Management, Strategic Planning, Training

Education
Colorado State University-Global Campus   2014 — 2016
Master of Organizational Leadership and Managment, Change Management and Business Intelligence

College of Santa Fe at Albuquerque   2008 — 2010
MBA, Finance

Santa Fe University of Art and Design   2007 — 2010

University of Phoenix   2005 — 2008
Bachelors, Accounting

Xiaotao Wu Xiaotao Wu Greater New York City Area Details
Xiaotao Wu's Fidelity Investments Experience May 2012 - February 2014
Job Senior Software Engineer
Industry Financial Services
Experience
Bloomberg LP  February 2014 - Present
Fidelity Investments   May 2012 - February 2014
Avaya  June 2005 - May 2012
AT&T Labs Research  May 2000 - August 2005
Columbia University  2001 - 2005
AT&T Labs Research  2000 - 2005
Columbia University  January 1998 - May 1999
Morgan Stanley Dean Witter & Co  May 1998 - September 1998
State Key Laboratory of Artificial Intelligence   June 1994 - April 1997

Education
Columbia University, Department of Computer Science
Ph.D, Computer Science

Columbia Engineering   2000 — 2005
Ph.D., Computer Science

Columbia University in the City of New York   2000 — 2005
Ph.D., Computer Science

Columbia University, Department of Computer Science
Master of Science, Computer Science

Tsinghua University, Department of Computer Science
Master, Engineering; Computer Science

Tsinghua University   1989 — 1994
B.E. and B.S., Computer Science

Tsinghua University   1989 — 1994
Bachelor of Science, Applied Mathematics

Tsinghua University, Department of Computer Science
Bachelor, Engineering; Computer Science

Stony Brook University

Brandon Berguin Brandon Berguin Phoenix, Arizona Area Details
Brandon Berguin's Fidelity Investments Experience December 2013 - September 2014
Job Financial Representative, Business Professional
Industry Financial Services
Experience
Fidelity Investments   December 2013 - September 2014
Charles Schwab  August 2010 - November 2013
First Western Trust Bank  February 2008 - August 2008

Skills
Strategic Financial..., Series 7, Trading, Asset Allocation, Variance Analysis, Financial Analysis, Financial Modeling, Finance, Business Analysis, Mutual Funds, Series 63, Process Improvement, Bloomberg Certificates..., Team Leadership

Education
Regis University   2015 — 2017
Master of Business Administration (MBA)

Colorado State University   2006 — 2008
Bachelors, Finance, Economics

Kathy LaBonte Kathy LaBonte Greater Boston Area Details
Kathy LaBonte's Fidelity Investments Experience November 1987 - March 1999
Job HR Consultant/Contractor
Industry Human Resources
Experience
Freelance  2007 - Present
Mercer  April 1999 - September 2006
Fidelity Investments   November 1987 - March 1999

Skills
HR Consulting, Talent Acquisition, Onboarding, Defined Benefit, Employee Benefits, Human Resources, Benefits Administration, Applicant Tracking..., Change Management, HR Policies, Organizational Design, Internet Recruiting, Outsourcing

Education
Colorado State University   1985 — 1987
Bachelor's degree, Economics

Scott Neill Scott Neill Greater Los Angeles Area Details
Scott Neill's Fidelity Investments Experience 1993 - 1997
Job Manager at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers  June 2009 - October 2014
BearingPoint  June 2001 - June 2009
KPMG  1997 - 2001
Fidelity Investments   1993 - 1997
OppenheimerFunds  1989 - 1993

Skills
Management Consulting, Business Process..., Business Transformation, Business Analysis, IT Strategy, Financial Systems..., Business Intelligence, Financial Planning, Enterprise Performance..., Business Process Design, Business Process, Information Systems..., Cloud Computing, Strategy, Program Management, Consulting, Process Improvement, SDLC, Business Strategy, Change Management, Project Management, Data Warehousing, Strategic Planning, Enterprise Architecture

Education
Colorado State University
BS, Management

Nikhiles Lombard Nikhiles Lombard Greater Boston Area Details
Nikhiles Lombard's Fidelity Investments Experience June 2013 - Present
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2013 - Present
Fidelity Investments   June 2011 - June 2013
Fidelity Investments   April 2008 - June 2011
Intel  2003 - 2008
Intel  2000 - 2003

Skills
Strategy, Data Analysis, SDLC, Financial Analysis, Essbase, Process Engineering, Product Management, Business Strategy, Strategic Planning, Budgets, PMP, Strategic Financial..., Corporate Finance, Cross-functional Team...

Education
Colorado State University   2002 — 2004

Worcester Polytechnic Institute   1992 — 1997
BS, Mechanical

Donald Chaban Donald Chaban Raleigh-Durham, North Carolina Area Details
Donald Chaban's Fidelity Investments Experience September 2015 - Present
Job Program Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   September 2015 - Present
Credit Suisse  July 2014 - September 2015
Deutsche Bank  July 2011 - January 2014
Fidelity Investments   April 2006 - July 2011
PPD  February 2010 - May 2010
Capital One  August 2003 - April 2006
CSC Consulting  August 1997 - July 2003

Skills
Program Management, Quality Assurance, Systems Analysis, SDLC, Requirements Analysis, Business Analysis, Software Project..., Agile Methodologies, Vendor Management, Requirements Gathering, Agile Project Management, Enterprise Architecture, Process Improvement, Visio, Business Process..., PMO, Integration, Project Management, MS Project, Analysis, Management, Leadership, Outsourcing, Testing, Consulting, Resource Management, Team Leadership, Product Management, Enterprise Software

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
SEAS Engineering Core Curriculum

Worcester Polytechnic Institute
Bachelor of Science

David Andrew Morris David Andrew Morris Greater Boston Area Details
David Andrew Morris's Fidelity Investments Experience July 2012 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments   July 2012 - Present
Ropes & Gray LLP  2008 - July 2012
Davis Polk & Wardwell LLP  2005 - 2008
Davis Polk & Wardwell LLP  2004 - 2004
Kauff, McGuire & Margolis   2003 - 2003
Newport International Film Festival  June 1999 - June 2002
The Curtis Institute of Music  1997 - 2002

Education
Columbia University School of Law   2002 — 2005
Juris Doctor

Haverford College   1993 — 1997
Bachelor of Arts, English Literature

David C. Ligan, CFP® David C. Ligan, CFP® Hudson, Ohio Details
David C. Ligan, CFP®'s Fidelity Investments Experience August 2015 - Present
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   October 2012 - August 2015
TD Ameritrade  November 2007 - October 2012
Fifth Third Securities  September 2005 - November 2007
Fifth Third Securities  March 2003 - September 2005
Charles Schwab & Co., Inc.   December 1992 - March 2003
PaineWebber  January 1992 - December 1992
Olde Discount Corporation  June 1991 - December 1991

Education
Colorado State University   2007 — 2011
Masters of Business Administration, MBA

Michigan State University   1987 — 1991
Financial Administration, Finance / Business

Chris Rupp Chris Rupp Greater Salt Lake City Area Details
Chris Rupp's Fidelity Investments Experience October 2012 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments   October 2012 - Present
IBFX Inc.   July 2011 - July 2012
Interbank FX  September 2009 - August 2011
Play N Trade Franchisee Inc.   February 2004 - September 2009
Amber Alert Me   November 2003 - June 2004
Fidelity National Financial  January 2003 - March 2004
Penske Truck Leasing  March 1998 - November 2003

Skills
Agile Project Management, Scrum, Product Development, Project Management, ITIl, IT Management, Change Management, Incident Management, Strategic Technology..., IT Operations, Software Procurement, IT Procurement, Forecasting, Vendor Relationship..., Customer Relations, Technology Solution..., Operational Solutions, Operations Management, Microsoft Project, Microsoft Office..., Microsoft Visual Studios

Education
Colorado Technical University   2010 — 2011
Masters, Information Technology Management

University of Phoenix   2002 — 2005
Information Technology, Technology

Angee Miller, MS, SPHR Angee Miller, MS, SPHR Cincinnati Area Details
Angee Miller, MS, SPHR's Fidelity Investments Experience July 2007 - Present
Job Director, Human Resources
Industry Financial Services
Experience
Fidelity Investments   July 2007 - Present
Toyota Motor Manufacturing North America  March 2000 - July 2007

Skills
MBTI, 360 Feedback, Human Resources, Succession Planning, Leadership, Employee Engagement, Leadership Development, Onboarding, Performance Management, Talent Management, Workforce Planning, Employee Relations, Talent Acquisition

Education
Columbia Southern University   1998 — 2002
MS, Occupational Health & Safety Engineering

Troy University   1996 — 1998
BS, Environmental Science

Kristin Simpson Kristin Simpson Colorado Springs, Colorado Area Details
Kristin Simpson's Fidelity Investments Experience December 2013 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2013 - Present
Fidelity Investments   September 2012 - December 2013
Fidelity Investments   January 2012 - September 2012
T Rowe Price  July 2007 - January 2012
T.Rowe Price  June 2005 - June 2007
T. Rowe Price  October 2003 - May 2005

Education
Colorado State University   1999 — 2003
Bachelor, Communications

Dragan Skoko Dragan Skoko Greater Boston Area Details
Dragan Skoko's Fidelity Investments Experience June 2015 - Present
Job Quantitative Strategist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   June 2015 - Present
Self-employed  February 2015 - May 2015
Batterymarch Financial Management  April 2009 - November 2014
Wellington Management  January 2007 - December 2008
PHZ Capital Partners   December 2001 - January 2007

Skills
Trading, Equities, Hedge Funds, Trading Systems, Equity Trading, Portfolio Management, Alternative Investments, Asset Management, Financial Services, Equity Research, Bloomberg, Fixed Income, Asset Allocation, FX Options, Investment Management

Education
Radford University
B.S.

Colorado State University
Certificate In Statistical Methods

Sarah Hahs Sarah Hahs Dallas/Fort Worth Area Details
Sarah Hahs's Fidelity Investments Experience June 2005 - October 2005
Job Team Manager IBS Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional  October 2013 - Present
TD Ameritrade Institutional  November 2012 - October 2013
TD Ameritrade Institutional  October 2011 - November 2012
TD Ameritrade  February 2010 - October 2011
TD Ameritrade  October 2008 - February 2010
TD Ameritrade  August 2007 - October 2008
TD Ameritrade  October 2005 - August 2007
Fidelity Investments   June 2005 - October 2005
Plains Capital Bank  February 2005 - June 2005
LVR Carpet Center   May 2004 - November 2004

Skills
Securities, Series 7, Series 63, Financial Services, Investments, Relationship Management, Uniform Combined State..., Mutual Funds, Series 24, Finance, Banking, FINRA, Vendor Management, Investment Advisory, Asset Allocation, Wealth Management, Risk Management, Call Centers, Options, Portfolio Management, Equities, Trading, Retirement Planning, Business Process..., Needs Analysis, Content Development, Strategic Financial..., Asset Managment, Asset Management, Quality Management, Cross-functional Team...

Education
Colorado Technical University   2008 — 2010
MBA, Finanace

Texas Tech University   2002 — 2004
BA, Economics

Jose Leites Jose Leites Greater Boston Area Details
Jose Leites's Fidelity Investments Experience Director, Risk Management - Disaster RecoveryFidelity Investment2006 - Present
Job Director IT Risk Management DR at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Director, Risk Management - Disaster RecoveryFidelity Investment2006 - Present
Fidelity Investments   1994 - Present
Fidelity Investments   April 1994 - June 2006
First Boston Corporation  1987 - 1994

Skills
Change Management, Disaster Recovery, Vendor Management, Process Improvement, IT Strategy, Project Management, Portfolio Management, Financial Services, Risk Management, Management, Enterprise Architecture, Requirements Analysis, Business Analysis, Asset Managment, PMO, Fixed Income, Program Management, SDLC, Financial Analysis, ITIL, Mutual Funds, Information Technology

Education
Rutgers University - Graduate School of Management   1979 — 1982
MBA, Finance

Columbia College (NY)   1973 — 1977
BA, Economics

Sheryl Wells, PMP Sheryl Wells, PMP Greater Boston Area Details
Sheryl Wells, PMP's Fidelity Investments Experience Principal ConsultantKeaneAugust 2005 - March 2007
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Principal ConsultantKeaneAugust 2005 - March 2007
PFPC  2002 - 2005
PFPC  2000 - 2002

Skills
SDLC, Business Analysis, PMP, Project Management, Requirements Gathering, Requirements Analysis, Visio, Software Project..., Systems Analysis, Agile Methodologies, Vendor Management, Business Intelligence, Process Improvement, Project Portfolio..., Information Technology, PMO, Financial Services, Resource Management, Windows, Change Management, Business Requirements, E-commerce, SharePoint, User Acceptance Testing, Software Documentation, Disaster Recovery, Unix

Education
Columbia Basin College
Network Administration

Washburn University

Betina Davis Betina Davis Raleigh-Durham, North Carolina Area Details
Betina Davis's Fidelity Investments Experience March 2008 - July 2014
Job HUMAN RESOURCES OPERATIONS Payroll Operations / Health & Welfare / Benefits Administration / Customer Service
Industry Human Resources
Experience
FIDELITY INVESTMENTS   March 2008 - July 2014
Veritude  August 2007 - January 2008
GENERAL SERVICES ADMINISTRATION (GSA)   November 2005 - April 2007
GENUINE PARTS COMPANY (GPC)   May 2000 - May 2005
UNITED STATES NAVY  August 1993 - January 2000

Skills
PeopleSoft, Benefits Administration, Payroll, Access, Outlook, American Payroll..., COBRA, Word, Excel, PowerPoint, Microsoft Suite, Salesforce.com

Education
Colorado Technical University   2008 — 2009
Master of Business Administration (M.B.A.), Human Resources Management

Colorado Technical University   2006 — 2007
Bachelor's Degree, Human Resources Management

Mike Bergan Mike Bergan Greater Boston Area Details
Mike Bergan's Fidelity Investments Experience September 1992 - August 1997
Job PORTFOLIO MANAGER at PRIVATE
Industry Financial Services
Experience
PRIVATE  September 2009 - May 2013
State Street  February 2008 - May 2009
JPMorgan Chase  February 2000 - July 2006
Fidelity Investments   September 1992 - August 1997

Skills
Fund Accounting, SDLC, Sarbanes-Oxley Act, Variance Analysis, Vendor Management, Process Improvement, Financial Modeling, Securities, Portfolio Management, Financial Reporting, Asset Management, Access

Education
Colorado Technical University   2009 — 2011
ASSOCIATES, MEDICAL BILLING AND CODING

University of Massachusetts at Lowell   1987 — 1992
BS/BA, Finance

Chandni Verma, FRM Chandni Verma, FRM Greater Boston Area Details
Chandni Verma, FRM's Fidelity Investments Experience July 2006 - June 2008
Job Risk and Regulatory Advisory
Industry Financial Services
Experience
PwC  January 2015 - Present
Capgemini Financial Services USA Inc.  March 2012 - December 2014
Barclays Capital  December 2010 - February 2012
Asset Control  March 2010 - December 2010
Fidelity Investments   July 2006 - June 2008

Skills
Derivatives, Fixed Income, VBA, Equities, Business Analysis, Requirements Analysis, Financial Modeling, Capital Markets, SDLC, SQL, Analytics, Business Intelligence, Quantitative Analytics, Valuation, Requirements Gathering

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2008 — 2009
Master's degree

Manipal Institute of Technology   2002 — 2006
BE

W.F. Newhall III W.F. Newhall III Greater Boston Area Details
W.F. Newhall III's Fidelity Investments Experience 1993 - 2002
Job Sales Support Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  August 2007 - Present
A.G. Edwards   2004 - 2007
Pioneer Investments  2002 - 2004
Fidelity Investments   1993 - 2002
Fidelity Investments   1996 - 1998
Merrill Lynch  1989 - 1993
Home Fitness Studio/Concept 90   1987 - 1989
Springfield College  September 1985 - May 1987
Town of Swampscott  September 1983 - June 1984
Young World   September 1982 - June 1983

Skills
Series 63, Series 7, Series 9, 401k, Retirement, Mutual Funds, Fixed Annuities, Securities, Sales Management, Sales, Asset Managment, Insurance, Investment Strategies, Investment Advisory, MA Certified PE teacher..., Retirement Planning, Series 6, Asset Management, New Business Development, Business Development, Wealth Management, FINRA, Portfolio Management, Loans, Variable Annuities, Mortgage Lending, Financial Services, Hedge Funds, Series 65, Asset Allocation, IRAs, Financial Advisory, Qualified Retirement..., ETFs, Separately Managed..., Series 24, Alternative Investments, Wealth, Investment Management, Wealth Management..., Estate Planning, Relationship Management, Equities, Bonds, Strategic Financial..., Defined Contribution, Pensions, Uniform Combined State..., Leadership, Long-term Care

Education
Colorado State University   1980 — 1983
M. Ed., Physical Education

Springfield College   1976 — 1980
BS, Physical Education

Swampscott High School   1972 — 1976
Diploma

Rie (Leah Nakajima) Akers Rie (Leah Nakajima) Akers Colorado Springs, Colorado Area Details
Rie (Leah Nakajima) Akers's Fidelity Investments Experience May 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
T. Rowe Price  October 2013 - April 2015
T. Rowe Price  August 2011 - October 2013
T. Rowe Price  February 2011 - August 2011
Vectra Bank Colorado  July 2009 - July 2010
Wells Fargo  June 2004 - November 2008

Skills
Credit, Retail Banking, Banking, Stocks, Mutual Funds, Retirement, Customer Service, Bonds, Series 7, Series 63, IRAs, Japanese, English, Microsoft Office, Brokerage, International Business, Teller Operations, Securities, Trading, FINRA, Equities, 401k, Retirement Planning, Finance, Asset, Funding, Fixed Income, Investments, Microsoft Excel, Financial Services

Education
University of Colorado Colorado Springs   2003 — 2008
Bachelor of Science (B.S.), International Business

Colorado State University   2006 — 2006

Pikes Peak Community College   2003 — 2006
Associate of Arts and Sciences (AAS), Finance, General

Jo Catherine Moss Jo Catherine Moss Raleigh-Durham, North Carolina Area Details
Jo Catherine Moss's Fidelity Investments Experience April 2008 - Present
Job Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2008 - Present
Network Appliance  January 2008 - April 2008
Hill-Rom IT Solutions  October 2005 - September 2007
Hill-Rom  2005 - 2007

Skills
Visio, MS Project, Project Management, Access, Project Planning, Microsoft Office, PowerPoint, Training, Microsoft Word, Office Management, Management, Spreadsheets, Database Administration, Event Management, Invoicing, Office Administration, Microsoft Excel, Software Documentation, Networking, Vendor Management, Business Analysis, Team Building, Payroll, SharePoint, Team Leadership

Education
Colorado Technical University   2006 — 2007
Bachelor's Degree, Business AdministrationProject Management Concentration

Durham Technical Community College   2002 — 2005
Associate Degree, Paralegal Technology

Ramon Herrera Ramon Herrera Greater Boston Area Details
Ramon Herrera's Fidelity Investments Experience August 2004 - Present
Job VP, Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2004 - Present
Ropes & Gray LLP  September 2000 - July 2004
Arkin Schaffer & Kaplan   1996 - 1998

Skills
Investment Companies, Investment Company Act, Insider Trading Law and..., Board Governance, Mutual Funds, Securities Regulation, Securities

Education
Columbia University School of Law   1998 — 2000
J.D.

University of Michigan   1992 — 1996
B.A., History

Alex Mandel Alex Mandel Greater New York City Area Details
Alex Mandel's Fidelity Investments Experience September 1992 - June 1994
Job Corporate Finance Professional
Industry Financial Services
Experience
LendingTree  July 2012 - June 2015
LendingTree  July 2010 - July 2012
Centerview Partners  2008 - 2010
Bear Stearns  1996 - 2008
Fidelity Investments   September 1992 - June 1994

Skills
Valuation, Financial Modeling, Investment Banking

Education
Columbia University - Columbia Business School
MBA

Tufts University
BA

Susan Plant Susan Plant Palm City, Florida Details
Susan Plant's Fidelity Investments Experience March 1996 - January 1999
Job Mortgage Banker at Chase
Industry Banking
Experience
Chase  May 2014 - Present
EverBank  September 2013 - May 2014
Wells Fargo Home Mortgage  January 2009 - September 2013
GMAC Mortgage  November 2002 - September 2008
Charles Schwab  January 1999 - December 2001
Fidelity Investments   March 1996 - January 1999

Skills
Mortgage Banking, Refinance, Loan Origination, FHA, Loans, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Consumer Lending, Underwriting, Government Loans

Education
Colorado State University   1987 — 1989

Ponderosa High Scool   1984 — 1987
Diploma, High Scool

Magda Losonczy Magda Losonczy Boston, Massachusetts Details
Magda Losonczy's Fidelity Investments Experience April 2015 - Present
Job Director Digital Marketing
Industry Marketing and Advertising
Experience
Fidelity Investments   April 2015 - Present
AMP Agency  August 2013 - April 2015
BoomBox  March 2011 - August 2013
Goodman&Company  February 2010 - February 2011
Worth Linen Associates  July 2009 - February 2010
Kraft Foods  November 2008 - July 2009
Direct Marketing Educational Foundation  July 2008 - July 2009
ACA Galleries  February 2008 - May 2008
mcgarrybowen  June 2007 - August 2007
Time Inc.  September 2006 - December 2006

Skills
Email Marketing, Marketing, Online Marketing, Social Media Marketing, CRM, Integrated Marketing, Marketing Strategy, Strategy, Interactive Marketing, Market Research, Business Development, B2B, Management, Direct Mail, Lead Generation, Leadership

Education
Columbia College (NY)   2004 — 2008
B.A., English, Psychology, Art History

Christopher Boresen Christopher Boresen Fort Collins, Colorado Area Details
Christopher Boresen's Fidelity Investments Experience June 2015 - Present
Job Financial representative
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
JPMorgan Chase & Co.   November 2012 - June 2015
JPMorgan Chase & Co.   May 2011 - November 2012
JPMorgan Chase & Co.   November 2009 - May 2011
Campus west liquor   March 2007 - 2010
Select Comfort  January 2006 - 2007

Education
Colorado State University   2006 — 2009
Psychology

Timothy Smirniotis Timothy Smirniotis Jacksonville, Florida Area Details
Timothy Smirniotis's Fidelity Investments Experience October 2014 - Present
Job Regional Account Delegate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   October 2014 - Present
Fidelity Investments   May 2012 - October 2014
Merrill Lynch  November 2011 - March 2012
Wells Fargo  November 2006 - September 2011
Wachovia, A Wells Fargo Company  November 2006 - May 2011
Wells Fargo Bank  November 2006 - May 2011

Skills
Investment Strategies, Securities, series 9, series 10, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Retirement, Strategic Financial..., Wealth Management...

Education
Colorado State University-Global Campus   2014 — 2017
Business Management

Northern Arizona University   2003 — 2004
Secondary Education

Northern Arizona University   2003 — 2004

Rio Salado College   2001 — 2003

Deer Valley High School   1999 — 2003

Andy Bird (LION) Andy Bird (LION) Greater New York City Area Details
Andy Bird (LION)'s Fidelity Investments Experience February 2005 - December 2006
Job hr@intuites.com..Please add this email address to your distibution list.
Industry Information Technology and Services
Experience
Intuites   January 2007 - Present
Fidelity Investments   February 2005 - December 2006
Kofax  March 2001 - November 2004

Skills
Recruiting, Talent Acquisition, Talent Management, Technical Recruiting, Market Research, Management, Business Development, Human Resources, Performance Management, ERP, Consulting, Marketing Strategy, Onboarding, Business Analysis

Education
Columbia University - Columbia Business School   1997 — 2000
Masters in Business Administration, Marketing

David Seufer David Seufer Greater Denver Area Details
David Seufer's Fidelity Investments Experience October 2014 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present
Fidelity Investments   March 2014 - October 2014
Fidelity Investments   June 2013 - March 2014
Bank of the West and Bancwest Investment Services   July 2011 - February 2013
CORE Financial and Transamerica Financial Advisors   December 2008 - July 2011

Education
Colorado State University   2005 — 2009
Bachelor of Science (B.S.), Business Administration

Paula McManus Paula McManus Greater Boston Area Details
Paula McManus's Fidelity Investments Experience 2007 - Present
Job
Industry Law Practice
Experience
Fidelity Investments   2007 - Present

Education
Columbia Law School
Juris Doctor (J.D.)

Kenyon College
Bachelor’s Degree

Yu-Wei Chang Yu-Wei Chang San Francisco Bay Area Details
Yu-Wei Chang's Fidelity Investments Experience March 2014 - August 2014
Job iOS software engineer
Industry Computer Software
Experience
Apple  July 2015 - Present
Brightcove  August 2014 - July 2015
Fidelity Investments   March 2014 - August 2014
CBS Interactive  January 2012 - March 2014
iSpeech   September 2011 - December 2011

Education
Columbia Engineering   2009 — 2011

Timothy Woodcock Timothy Woodcock Jacksonville, Florida Area Details
Timothy Woodcock's Fidelity Investments Experience December 2007 - April 2011
Job Financial Services Professional
Industry Financial Services
Experience
Interline Brands  January 2006 - Present
US Navy  December 1990 - Present
Fidelity Investments   December 2007 - April 2011
Fidelity Investments   December 2007 - April 2011
Interline Brands  January 2006 - February 2007
Liberty Mutual Insurance  February 2002 - December 2005
Liberty Mutual Insurance  February 2002 - December 2005
Humana Health Insurance  February 1998 - December 2002
Gottliebs Financial Services   July 1995 - February 1998

Education
Columbia College   2008 — 2011
Bachelor of Arts Business, Major in Finance

Florida State College of Jacksonville
Associates of science, Computer Science

Columbia College
Bachelor of Arts, Business Major Financial Management

Carl Reichenbach Carl Reichenbach Orange Park, Florida Details
Carl Reichenbach's Fidelity Investments Experience October 2007 - Present
Job Manager, Retirement Solutions with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2007 - Present
US Navy  July 1985 - August 2007

Skills
Series 7, Series 63, series 9/10, series 66

Education
Columbia College   2001 — 2005
Bachelor of Applied Science (BASc), Business Administration

Josh Peña Josh Peña Greater Denver Area Details
Josh Peña's Fidelity Investments Experience April 2015 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Fidelity Investments   June 2014 - March 2015
OfficeMax  August 2008 - April 2012

Skills
Microsoft Office, Teamwork, Microsoft Excel, Customer Service, Sales, Bilingual, Team Leadership, Research, Leadership, Time Management, Finance, Investments, Stock Market

Education
Colorado State University   2010 — 2014
Bachelor’s Degree, Concentration: Corporate Finance, Investment Analysis

Max Bradley Max Bradley Englewood, Colorado Details
Max Bradley's Fidelity Investments Experience August 2015 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   January 2015 - August 2015
Fidelity Investments   July 2014 - January 2015
Fidelity Investments   September 2013 - June 2014
J.P. Morgan   August 2012 - August 2013
American Eagle Outfitters  December 2007 - August 2010
Hollister Company  June 2006 - August 2007

Skills
Team Leadership, Customer Service, Series 6, Banking, Series 7, Analytical Skills, Training, Leadership, Sales, Finance, Investments, Analytical Thinking, Accounting Studies, Finance Strategies, Economics Studies, Econometric Modeling, Statistical Modeling, Marketing Studies, Series 66, Microsoft Excel

Education
Colorado State University   2006 — 2012
Bachelor of Arts, Economics

Colorado State University   2006 — 2010
Bachelor of Arts, Political Science

University of Northern Colorado   2005 — 2006

Miles Jones Miles Jones Littleton, Colorado Details
Miles Jones's Fidelity Investments Experience August 2015 - Present
Job Investment Consultant with a background in a variety of investment strategies and solutions
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   January 2015 - August 2015
Fidelity Investments   July 2014 - December 2014
Fidelity Investments   November 2013 - July 2014
Fidelity Investments   October 2013 - November 2013
Fidelity Investments   June 2013 - October 2013
Merrill Lynch  May 2012 - August 2012
Performance Cycle of Colorado   May 2012 - August 2012

Education
Colorado State University   2009 — 2013
Corporate Finance and Investment Analysis

Chandra Aitharaju Chandra Aitharaju Raleigh-Durham, North Carolina Area Details
Chandra Aitharaju's Fidelity Investments Experience June 2015 - Present
Job Senior Oracle Database Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present

Skills
Database Administration, Oracle E-Business Suite, Oracle RAC, Solaris, Oracle R12 Financials, Microsoft SQL Server, Oracle Certified DBA, PL/SQL, Unix Shell Scripting, Performance Tuning, Linux, Data Guard, High Availability..., 11gR2, Oracle Discoverer, NDM, Data Migration, Database Security, Oracle ASM, SQL Tuning, Disaster Recovery, Heterogeneous..., ODBC, RMAN, Backup & Restore, Security Patch..., Shell Scripting, Oracle Database...

Education
Colorado Technical University   2006 — 2007
Master of Science (M.S.), Computer Software Engineering

Jawaharlal Nehru Technological University   2001 — 2005
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering

Emery Mahaffey Emery Mahaffey Fort Worth, Texas Details
Emery Mahaffey's Fidelity Investments Experience 2006 - 2012
Job Financial Services
Industry Financial Services
Experience
Self-employed  October 2006 - Present
Fidelity Investments   2006 - 2012
NuCO2  2000 - 2005
Werner Enterprises  November 1998 - September 2000
U S NAVY  August 1978 - August 1998

Skills
Investments, Strategic Financial..., Portfolio Management, Financial Modeling, Credit, Loans, Financial Analysis, Risk Management, Corporate Finance, Wealth Management, Credit Analysis, Credit Risk, Asset Management, Relationship Management, Finance, Cash Flow, Mutual Funds, Restructuring, Executive Management, Business Planning, Insurance, Securities, Economics, Forecasting, Financial Services, Fixed Income, Equities, Business Strategy, Series 7, Financial Markets, Capital Markets, Management, Financial Risk, Financial Advisory, Investment Advisory, Trading, Valuation, Alternative Investments, Bonds, Cross Selling, Financial Planning

Education
Colorado Technical University
Bachelor of Science (BS), Business Administration and Management, General

Ronny Potts Ronny Potts Irving, Texas Details
Ronny Potts's Fidelity Investments Experience December 2009 - March 2010
Job Homeland Security Instructor at Irving ISD
Industry Education Management
Experience
Irving ISD  August 2014 - Present
Bosque County Sheriff's Office   May 2013 - August 2014
Clifton Police Department  August 2012 - May 2013
Bosque County Sheriff's Office   June 2011 - August 2012
Texas Department of Family and Protective Services  May 2010 - June 2011
Fidelity Investments   December 2009 - March 2010
US Department of Homeland Security  March 2002 - July 2009
Texas Association of Counties  March 2001 - March 2002
IPSA International  August 1999 - February 2001
City of Round Rock, Texas  October 1988 - July 1999

Skills
Police Officers

Education
Columbia College   2002 — 2009
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration, 3.6

Tarleton State University   1985 — 1986
Police Academy, Criminal Justice/Police Science

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