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
Johnny Jefferson Johnny Jefferson's Fidelity Investments Experience 2007 - 2009
Job Consultant/Executive Director at Texas Rhythm & Blues Association
Industry Music
Experience
Tuesday Morning October 2011 - Present
Texas Rhythm & Blues Association September 1992 - April 2015
Jefferson St. Professional Civil Process Service 2007 - 2014
Fidelity Investments 2007 - 2009
Yvonne Ewell School of Business Alumni Association of Dallas 1995 - 2005
Funky Times Magazine 1983 - 1997
Skills
My areas of expertise..., Additionally, Jefferson..., Music, Public Speaking, Event Planning, Strategic Planning, Customer Service, Social Networking, Creative Writing, Editing, Training, Television, Management, Radio, Music Industry, Recording, Social Media Marketing, Event Management, Public Relations, Social Media, Microsoft Office, Leadership, Team Building, Sales, Marketing, Advertising, Microsoft Excel, Entertainment, Marketing Strategy, Writing, Blogging, Publishing, Nonprofits
Education
Dallas Baptist University 2008 — 2014
Bachelor of Arts in Christian Ministry (Sports Ministry), Kinesiology and Exercise Science, 3.50
David W. Carter High School 1975 — 1978
Diploma Recieved, Communications, Speech, Drama, and General Core Courses, 3.0
Tuesday Morning October 2011 - Present
Texas Rhythm & Blues Association September 1992 - April 2015
Jefferson St. Professional Civil Process Service 2007 - 2014
Fidelity Investments 2007 - 2009
Yvonne Ewell School of Business Alumni Association of Dallas 1995 - 2005
Funky Times Magazine 1983 - 1997
Skills
My areas of expertise..., Additionally, Jefferson..., Music, Public Speaking, Event Planning, Strategic Planning, Customer Service, Social Networking, Creative Writing, Editing, Training, Television, Management, Radio, Music Industry, Recording, Social Media Marketing, Event Management, Public Relations, Social Media, Microsoft Office, Leadership, Team Building, Sales, Marketing, Advertising, Microsoft Excel, Entertainment, Marketing Strategy, Writing, Blogging, Publishing, Nonprofits
Education
Dallas Baptist University 2008 — 2014
Bachelor of Arts in Christian Ministry (Sports Ministry), Kinesiology and Exercise Science, 3.50
David W. Carter High School 1975 — 1978
Diploma Recieved, Communications, Speech, Drama, and General Core Courses, 3.0
Delmor Berry Delmor Berry's Fidelity Investments Experience April 2004 - March 2005
Job Passenger Charter Broker at Air Partner
Industry Aviation & Aerospace
Experience
Air Partner May 2008 - Present
Chapman Freeborn Airchartering November 2009 - December 2010
Presidential Aviation January 2007 - April 2008
TAG Aviation August 2005 - December 2006
Fidelity Investments April 2004 - March 2005
Compaq/Hewlett Packard September 1994 - February 2004
Skills
Logistics, Aviation, Training
Education
Daniel Webster College 1996 — 2002
B.S, Aviation Flight Operations 2003
Air Partner May 2008 - Present
Chapman Freeborn Airchartering November 2009 - December 2010
Presidential Aviation January 2007 - April 2008
TAG Aviation August 2005 - December 2006
Fidelity Investments April 2004 - March 2005
Compaq/Hewlett Packard September 1994 - February 2004
Skills
Logistics, Aviation, Training
Education
Daniel Webster College 1996 — 2002
B.S, Aviation Flight Operations 2003
Jessica Greenwood Jessica Greenwood's Fidelity Investments Experience March 2006 - September 2008
Job Associate Attorney at Law Offices of Heather M. Sekella, PLLC
Industry Law Practice
Experience
Law Offices of Heather M. Sekella, PLLC March 2015 - Present
Black, Vitelli, Pennock, LLC December 2013 - March 2015
Greenwood Law Office, PC July 2012 - December 2013
Law Office of Todd D. Beauregard PC September 2010 - July 2012
Joseph Annutto Law Office 2008 - 2009
Fidelity Investments March 2006 - September 2008
Griffin & Owen, PC 2001 - 2006
Skills
Family Law, Bankruptcy, Personal Injury, Civil Litigation, Chapter 7, Chapter 13, Litigation, Workers Compensation, Real Estate, Chapter 13 Bankruptcy, Courts, Arbitration, Commercial Litigation, Contract Negotiation, Criminal Defense, Depositions, Estate Planning, Foreclosures, Hearings, Legal Advice, Legal Research, Legal Writing, Mediation, Real Estate Transactions, Small Business
Education
Massachusetts School of Law 2005 — 2008
JD, Law
Daniel Webster College 2003 — 2005
BS, Business
Law Offices of Heather M. Sekella, PLLC March 2015 - Present
Black, Vitelli, Pennock, LLC December 2013 - March 2015
Greenwood Law Office, PC July 2012 - December 2013
Law Office of Todd D. Beauregard PC September 2010 - July 2012
Joseph Annutto Law Office 2008 - 2009
Fidelity Investments March 2006 - September 2008
Griffin & Owen, PC 2001 - 2006
Skills
Family Law, Bankruptcy, Personal Injury, Civil Litigation, Chapter 7, Chapter 13, Litigation, Workers Compensation, Real Estate, Chapter 13 Bankruptcy, Courts, Arbitration, Commercial Litigation, Contract Negotiation, Criminal Defense, Depositions, Estate Planning, Foreclosures, Hearings, Legal Advice, Legal Research, Legal Writing, Mediation, Real Estate Transactions, Small Business
Education
Massachusetts School of Law 2005 — 2008
JD, Law
Daniel Webster College 2003 — 2005
BS, Business
Hussain Kathawala Hussain Kathawala's Fidelity Investments Experience July 2013 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments April 2011 - June 2013
University of Texas at Arlington Educational Institution August 2009 - December 2010
DCCCD May 2006 - December 2008
Avani Computers July 2004 - April 2006
Skills
Software Documentation, SQL, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Requirements Gathering, Teamwork, Business Process Design, Outlook, Java, Microsoft Word, Business Analysis, Customer Service, Windows 7, Troubleshooting, Visio, COBOL, SDLC, Systems Analysis, Databases, Requirements Analysis, Testing, Programming, HTML, Information Technology, MS Project, Technical Support, Process Improvement, Analysis, Access, SharePoint, Networking
Education
The University of Texas at Arlington 2009 — 2010
B.S Information Systems, Programming, Database, Networking, Business
Dallas County Community College 2006 — 2009
Associate in arts, Liberal Arts
Fidelity Investments July 2013 - Present
Fidelity Investments April 2011 - June 2013
University of Texas at Arlington Educational Institution August 2009 - December 2010
DCCCD May 2006 - December 2008
Avani Computers July 2004 - April 2006
Skills
Software Documentation, SQL, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Requirements Gathering, Teamwork, Business Process Design, Outlook, Java, Microsoft Word, Business Analysis, Customer Service, Windows 7, Troubleshooting, Visio, COBOL, SDLC, Systems Analysis, Databases, Requirements Analysis, Testing, Programming, HTML, Information Technology, MS Project, Technical Support, Process Improvement, Analysis, Access, SharePoint, Networking
Education
The University of Texas at Arlington 2009 — 2010
B.S Information Systems, Programming, Database, Networking, Business
Dallas County Community College 2006 — 2009
Associate in arts, Liberal Arts
Donna Bush Donna Bush's Fidelity Investments Experience January 2003 - March 2003
Job Financial Investment Broker Trainee at Edward Jones
Industry Management Consulting
Experience
Donna Kay Bush Enterprise January 2013 - Present
Donna Kay Bush Ministriesii 2004 - 2013
HARDVARD RISK MANAGEMENT June 2012 - December 2012
CITI FINANCIAL AUTO/ SANTADER October 2007 - March 2012
UNITRIN March 2003 - October 2007
Fidelity Investments January 2003 - March 2003
Edward Jones June 2002 - November 2002
GEICO November 1995 - June 2002
Skills
Insurance, Risk Management, Training, Management, Life Insurance, Property & Casualty..., Underwriting, Investments, Analysis, Strategy, Finance, Sales, Motivational Speaking, International Business..., Leadership, Cross-functional Team..., Experienced Trainer, Professional..., Public Relations, Public Speaking, Recruiters, Project Management, Global Networking, Global Network..., International Network, International Business..., Superior Communications..., Solid Presentation..., Executive Level..., Executive Team Coaching, Future Leaders, Transformational..., Marketing
Education
Dallas Baptist University 2010 — 2014
Bachelor of Business Administration (BBA), Business, 3.5
Dallas Baptist University 1990 — 1995
Bachelor of Arts (BA), Music Education, General, 3.0
Donna Kay Bush Enterprise January 2013 - Present
Donna Kay Bush Ministriesii 2004 - 2013
HARDVARD RISK MANAGEMENT June 2012 - December 2012
CITI FINANCIAL AUTO/ SANTADER October 2007 - March 2012
UNITRIN March 2003 - October 2007
Fidelity Investments January 2003 - March 2003
Edward Jones June 2002 - November 2002
GEICO November 1995 - June 2002
Skills
Insurance, Risk Management, Training, Management, Life Insurance, Property & Casualty..., Underwriting, Investments, Analysis, Strategy, Finance, Sales, Motivational Speaking, International Business..., Leadership, Cross-functional Team..., Experienced Trainer, Professional..., Public Relations, Public Speaking, Recruiters, Project Management, Global Networking, Global Network..., International Network, International Business..., Superior Communications..., Solid Presentation..., Executive Level..., Executive Team Coaching, Future Leaders, Transformational..., Marketing
Education
Dallas Baptist University 2010 — 2014
Bachelor of Business Administration (BBA), Business, 3.5
Dallas Baptist University 1990 — 1995
Bachelor of Arts (BA), Music Education, General, 3.0
Cecile Ross, PMP Cecile Ross, PMP's Fidelity Investments Experience August 2005 - August 2007
Job Experienced Finance, Mgt & Sr. IT/Project professional
Industry Information Technology and Services
Experience
Actively seeking full time position 2011 - Present
Seeking a full time opportunity .... October 2010 - February 2011
Pinellas County - BCC May 2005 - October 2008
Fidelity Investments August 2005 - August 2007
Commonwealth of Massachusetts 1998 - 1999
BTM Capital Corporation 1997 - 1998
Fidelity Investments 1995 - 1997
Sequent 1993 - 1995
TASC, Inc. 1987 - 1995
Skills
Finance, Program Management, Business Process..., Business Analysis, Resource Management, Enterprise Architecture, SDLC, Conflict Management, Problem Solving, Continuous Improvement, Business Continuity, Public Speaking, Military Experience, Management, Leadership, ITIL, Change Management, IT Management, Project Management, Strategy, Government, Cross-functional Team..., Project Planning, Risk Management, Training, Analysis, PMO, Quality Assurance, Outsourcing, Six Sigma, Vendor Management, Testing, Budgets, Enterprise Software, Access, Human Resources, Software Documentation, Process Improvement, Visio, SharePoint, Project Portfolio..., Requirements Analysis, Integration, Business Intelligence, Software Project..., Requirements Gathering, MS Project, IT Service Management, Disaster Recovery
Education
Daniel Webster College 2000 — 2004
BS-MIS, Management and Info Systems
Actively seeking full time position 2011 - Present
Seeking a full time opportunity .... October 2010 - February 2011
Pinellas County - BCC May 2005 - October 2008
Fidelity Investments August 2005 - August 2007
Commonwealth of Massachusetts 1998 - 1999
BTM Capital Corporation 1997 - 1998
Fidelity Investments 1995 - 1997
Sequent 1993 - 1995
TASC, Inc. 1987 - 1995
Skills
Finance, Program Management, Business Process..., Business Analysis, Resource Management, Enterprise Architecture, SDLC, Conflict Management, Problem Solving, Continuous Improvement, Business Continuity, Public Speaking, Military Experience, Management, Leadership, ITIL, Change Management, IT Management, Project Management, Strategy, Government, Cross-functional Team..., Project Planning, Risk Management, Training, Analysis, PMO, Quality Assurance, Outsourcing, Six Sigma, Vendor Management, Testing, Budgets, Enterprise Software, Access, Human Resources, Software Documentation, Process Improvement, Visio, SharePoint, Project Portfolio..., Requirements Analysis, Integration, Business Intelligence, Software Project..., Requirements Gathering, MS Project, IT Service Management, Disaster Recovery
Education
Daniel Webster College 2000 — 2004
BS-MIS, Management and Info Systems
Faith Perkins, SPHR, SHRM-SCP Faith Perkins, SPHR, SHRM-SCP's Fidelity Investments Experience 1998 - 2000
Job Associate Vice Chancellor, Human Resources at Texas Christian University
Industry Higher Education
Experience
Texas Christian University January 2014 - Present
Journal Communications, Inc. August 2012 - January 2014
Cox Media Group 2006 - August 2012
Susquehanna Radio (Susquehanna Pfaltzgraff) 2002 - 2006
The Pfaltzgraff Co. (Susquehanna Pfaltzgraff) 2002 - 2004
DNA Enterprises, Inc. 1996 - 2002
Fidelity Investments 1998 - 2000
Texas Employment Commission 1991 - 1992
Skills
Succession Planning, Employee Relations, HRIS, Human Resources, Strategy, Benefits Administration, Employee Benefits, Talent Management, Team Building, Sales, Onboarding, Management, Leadership Development, Mergers & Acquisitions, Employee Engagement, Talent Acquisition, Recruiting, Performance Management, Leadership, Interviews, Personnel Management, Workforce Planning, Organizational..., Organizational..., Temporary Placement, PeopleSoft, Hiring, Applicant Tracking..., Employee Training, Organizational Design, Labor Relations
Education
Villanova University 2011 — 2015
MS, HR Development
Dallas Baptist University
BABA, Management
Texas Christian University January 2014 - Present
Journal Communications, Inc. August 2012 - January 2014
Cox Media Group 2006 - August 2012
Susquehanna Radio (Susquehanna Pfaltzgraff) 2002 - 2006
The Pfaltzgraff Co. (Susquehanna Pfaltzgraff) 2002 - 2004
DNA Enterprises, Inc. 1996 - 2002
Fidelity Investments 1998 - 2000
Texas Employment Commission 1991 - 1992
Skills
Succession Planning, Employee Relations, HRIS, Human Resources, Strategy, Benefits Administration, Employee Benefits, Talent Management, Team Building, Sales, Onboarding, Management, Leadership Development, Mergers & Acquisitions, Employee Engagement, Talent Acquisition, Recruiting, Performance Management, Leadership, Interviews, Personnel Management, Workforce Planning, Organizational..., Organizational..., Temporary Placement, PeopleSoft, Hiring, Applicant Tracking..., Employee Training, Organizational Design, Labor Relations
Education
Villanova University 2011 — 2015
MS, HR Development
Dallas Baptist University
BABA, Management
Maureen MOE Geisinger Maureen MOE Geisinger's Fidelity Investments Experience February 2015 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Skills
Proposal Writing, Military, Cross-functional Team..., Security Clearance, Program Management, DoD, Excellent written,..., Proficient in MS Office..., Highly motivated, team..., Ability to adapt to..., FAR, Government, Government Contracting, Earned Value Management, Technical Writing, Strategic Planning, Training, Business Development, Aerospace, Budgets, Intelligence, Defense, Information Assurance, Government Procurement, Analysis, Systems Engineering, National Security, Intelligence Analysis, Defence, Requirements Management, Organizational..., Management, Team Building, ITAR, Electronic Warfare, RFP, C4ISR, Process Improvement, Leadership, Government Proposals, Air Force, Project Planning, Intelligence Community, SIGINT, Defense Contracting, Command, CRM, Project Management, Marketing
Education
Daniel Webster College
Bachelor of Science (BS), Organizational Management
Fidelity Investments February 2015 - Present
Skills
Proposal Writing, Military, Cross-functional Team..., Security Clearance, Program Management, DoD, Excellent written,..., Proficient in MS Office..., Highly motivated, team..., Ability to adapt to..., FAR, Government, Government Contracting, Earned Value Management, Technical Writing, Strategic Planning, Training, Business Development, Aerospace, Budgets, Intelligence, Defense, Information Assurance, Government Procurement, Analysis, Systems Engineering, National Security, Intelligence Analysis, Defence, Requirements Management, Organizational..., Management, Team Building, ITAR, Electronic Warfare, RFP, C4ISR, Process Improvement, Leadership, Government Proposals, Air Force, Project Planning, Intelligence Community, SIGINT, Defense Contracting, Command, CRM, Project Management, Marketing
Education
Daniel Webster College
Bachelor of Science (BS), Organizational Management
Dakia Dillworth Dakia Dillworth's Fidelity Investments Experience April 2009 - September 2010
Job Financial Analyst Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare 2015 - Present
Bank of America September 2010 - August 2015
Fidelity Investments April 2009 - September 2010
Fidelity Investments April 2008 - April 2009
Skills
Financial Variance..., Financial Analysis, Risk Management, Relationship Management, Loan Auditing, PSAs, Audit Reports, Data Reconciliation, Internal Financial..., Financial Reporting, Microsoft Excel, Bloomberg Terminal, Lotus Notes, Finance, Financial Risk, Account Reconciliation, Mutual Funds, Auditing, Microsoft Office, Analysis, Business Analysis, Accounting, Forecasting, Management, Portfolio Management, Financial Services, Financial Planning, Internal Audit, Process Improvement, Bloomberg, Asset Management
Education
The University of Texas at Arlington 2004 — 2007
Bachelor's Degree, Accounting and Finance, 3.0 GPA
Dallas County Community College 1999 — 2003
Associate's Degree, Accounting and Business/Management, 3.4
Tenet Healthcare 2015 - Present
Bank of America September 2010 - August 2015
Fidelity Investments April 2009 - September 2010
Fidelity Investments April 2008 - April 2009
Skills
Financial Variance..., Financial Analysis, Risk Management, Relationship Management, Loan Auditing, PSAs, Audit Reports, Data Reconciliation, Internal Financial..., Financial Reporting, Microsoft Excel, Bloomberg Terminal, Lotus Notes, Finance, Financial Risk, Account Reconciliation, Mutual Funds, Auditing, Microsoft Office, Analysis, Business Analysis, Accounting, Forecasting, Management, Portfolio Management, Financial Services, Financial Planning, Internal Audit, Process Improvement, Bloomberg, Asset Management
Education
The University of Texas at Arlington 2004 — 2007
Bachelor's Degree, Accounting and Finance, 3.0 GPA
Dallas County Community College 1999 — 2003
Associate's Degree, Accounting and Business/Management, 3.4
Karyn Franklin B.A.S., M.A. Karyn Franklin B.A.S., M.A.'s Fidelity Investments Experience July 2013 - Present
Job Principal Systems Analyst / Certified Scrum Master
Industry Information Technology and Services
Experience
Fidelity Investments July 2013 - Present
Greyhound Lines, Inc. October 2012 - March 2013
KPMG June 2007 - October 2012
Citi January 1996 - January 2007
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Visio, SharePoint, Process Improvement, Business Process, Requirements Management, User Acceptance Testing, Use Case Analysis, Business Process..., IT Strategy, Business Requirements, Project Management, Agile Methodologies, Gap Analysis, Systems Analysis, Scrum, Agile Project Management, Integration, Leadership, Analysis, Information Technology, Management, PMO, Databases, Quality Assurance, Software Documentation, Software Project...
Education
Dallas Baptist University 2010 — 2012
MACE, General
Dallas Baptist University 2002 — 2006
BAS, Management Information Systems (MIS)
Fidelity Investments July 2013 - Present
Greyhound Lines, Inc. October 2012 - March 2013
KPMG June 2007 - October 2012
Citi January 1996 - January 2007
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Visio, SharePoint, Process Improvement, Business Process, Requirements Management, User Acceptance Testing, Use Case Analysis, Business Process..., IT Strategy, Business Requirements, Project Management, Agile Methodologies, Gap Analysis, Systems Analysis, Scrum, Agile Project Management, Integration, Leadership, Analysis, Information Technology, Management, PMO, Databases, Quality Assurance, Software Documentation, Software Project...
Education
Dallas Baptist University 2010 — 2012
MACE, General
Dallas Baptist University 2002 — 2006
BAS, Management Information Systems (MIS)
Ronda Carnahan Ronda Carnahan's Fidelity Investments Experience June 2005 - June 2014
Job Entrepreneurial, collaborative and creative professional
Industry Public Relations and Communications
Experience
Fidelity Investments June 2005 - June 2014
Fidelity Investments December 2002 - June 2005
Keller Williams Realty January 2002 - December 2002
Skills
Volunteer Management, Event Planning, Fundraising, Community Engagement, Community Outreach, Philanthropy, Corporate Social..., Internal Communications, Event Management, Volunteer Recruiting, Volunteering, Peer Mentoring, Innovation, Creativity, Art, Collaboration, Building Relationships, Public Speaking, Non-profits, Sculpture, Murals, Oil Painting, Mosaics, MIG welding, Arc Welding, Acrylic Painting, Woodworking, Nonprofits, Management, Crisis Communications, Strategic Communications, Project Management, Speech Writing, Entrepreneurship, Strategic Planning, Communication Training, Media Relations, Newsletters
Education
Institute for Integrative Nutrition 2015 — 2016
Health and Wellness Coach, Health
Duncanville High School 1979 — 1983
Dallas Baptist University
Communications
Fidelity Investments June 2005 - June 2014
Fidelity Investments December 2002 - June 2005
Keller Williams Realty January 2002 - December 2002
Skills
Volunteer Management, Event Planning, Fundraising, Community Engagement, Community Outreach, Philanthropy, Corporate Social..., Internal Communications, Event Management, Volunteer Recruiting, Volunteering, Peer Mentoring, Innovation, Creativity, Art, Collaboration, Building Relationships, Public Speaking, Non-profits, Sculpture, Murals, Oil Painting, Mosaics, MIG welding, Arc Welding, Acrylic Painting, Woodworking, Nonprofits, Management, Crisis Communications, Strategic Communications, Project Management, Speech Writing, Entrepreneurship, Strategic Planning, Communication Training, Media Relations, Newsletters
Education
Institute for Integrative Nutrition 2015 — 2016
Health and Wellness Coach, Health
Duncanville High School 1979 — 1983
Dallas Baptist University
Communications
Jack Stevenson Jack Stevenson's Fidelity Investments Experience September 2012 - Present
Job Project Manager at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments September 2012 - Present
JRS Services November 2011 - September 2012
Verizon Data Services November 2010 - October 2011
Verizon December 1997 - November 2010
GTE 1995 - 1997
Skills
Enterprise Data..., Software Development, Cloud Computing, PMP in training, Hardware acquisition, SDLC, MS Office Suite, MS Project, Deployment, Program Management, PMO, Requirements Analysis, Telecommunications, Requirements Gathering, SharePoint, Windows, Access, Problem Solving, Change Management, Documentation, Unix, Application Development, SQL Server, Team Leadership, Cross-functional Team..., Disaster Recovery, Databases, Customer Relations, Team Building, Operating Systems, Data Analysis, Software Documentation, Data Warehousing, Data Center, Troubleshooting, System Administration, Customer Service, Visio, System Deployment, Management, Microsoft Office, Microsoft SQL Server, Quality Assurance, Integration, Security, Vendor Management, Project Management, Enterprise Software, Information Technology, Networking
Education
Dallas County Community College
45 hours, General Studies
Fidelity Investments September 2012 - Present
JRS Services November 2011 - September 2012
Verizon Data Services November 2010 - October 2011
Verizon December 1997 - November 2010
GTE 1995 - 1997
Skills
Enterprise Data..., Software Development, Cloud Computing, PMP in training, Hardware acquisition, SDLC, MS Office Suite, MS Project, Deployment, Program Management, PMO, Requirements Analysis, Telecommunications, Requirements Gathering, SharePoint, Windows, Access, Problem Solving, Change Management, Documentation, Unix, Application Development, SQL Server, Team Leadership, Cross-functional Team..., Disaster Recovery, Databases, Customer Relations, Team Building, Operating Systems, Data Analysis, Software Documentation, Data Warehousing, Data Center, Troubleshooting, System Administration, Customer Service, Visio, System Deployment, Management, Microsoft Office, Microsoft SQL Server, Quality Assurance, Integration, Security, Vendor Management, Project Management, Enterprise Software, Information Technology, Networking
Education
Dallas County Community College
45 hours, General Studies
Deborah Rolfing Deborah Rolfing's Fidelity Investments Experience January 2002 - November 2004
Job Sr. Recruiter at A1 Telecom Solutions
Industry Gambling & Casinos
Experience
A1 Telecom Solutions February 2012 - Present
home January 2011 - February 2012
Choctaw Casinos of Oklahoma 2004 - 2011
Fidelity Investments January 2002 - November 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Typing, Web Content, Business Management..., Supervision
Education
Dallas County Community College 2000 — 2004
Associate's degree, Business Administration and Management, General
Southeastern Oklahoma State University 1998 — 1999
none, none
A1 Telecom Solutions February 2012 - Present
home January 2011 - February 2012
Choctaw Casinos of Oklahoma 2004 - 2011
Fidelity Investments January 2002 - November 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Typing, Web Content, Business Management..., Supervision
Education
Dallas County Community College 2000 — 2004
Associate's degree, Business Administration and Management, General
Southeastern Oklahoma State University 1998 — 1999
none, none
Addison McMahan Addison McMahan's Fidelity Investments Experience July 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments July 2012 - October 2014
Hitting/Pitching Lessons April 2008 - November 2011
Tri County Sports April 2008 - September 2010
McDonald's Restaurant May 2006 - April 2008
Skills
Microsoft Excel, Customer Service, Time Management, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Leadership, Data Entry, Access, Inventory Management, Customer Satisfaction, Analysis, Data Analysis, Financial Analysis, Corporate Finance, Microsoft Suites, Project Planning, Project Management, Finance, Fixed Income, Sales, Team Leadership, Team Building, Financial Services
Education
Dallas Baptist University 2010 — 2012
Bachelor of Arts, Finance
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments July 2012 - October 2014
Hitting/Pitching Lessons April 2008 - November 2011
Tri County Sports April 2008 - September 2010
McDonald's Restaurant May 2006 - April 2008
Skills
Microsoft Excel, Customer Service, Time Management, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Leadership, Data Entry, Access, Inventory Management, Customer Satisfaction, Analysis, Data Analysis, Financial Analysis, Corporate Finance, Microsoft Suites, Project Planning, Project Management, Finance, Fixed Income, Sales, Team Leadership, Team Building, Financial Services
Education
Dallas Baptist University 2010 — 2012
Bachelor of Arts, Finance
Corinne Sparkman Corinne Sparkman's Fidelity Investments Experience December 2005 - April 2006
Job Receptionist at Trinity Broadcasting Network/Audience Coordinator for Praise the Lord taping events/Green Room setup
Industry Executive Office
Experience
Trinity Broadcasting Network May 2012 - Present
US Census Bureau July 2008 - November 2010
Sam Hill Tree Care May 2006 - February 2008
Fidelity Investments December 2005 - April 2006
Farmers Insurance, Dallas, Tx. April 1998 - October 2005
Central Garden and Pet May 1995 - April 1998
JC Penney, Southwest Center Mall May 1994 - May 1995
DeSoto Keypunch Service November 1984 - September 1994
Skills
Data Entry, Payroll, Cash Receipts, Excel Spreadsheets, Letters in Word, Customer Satisfaction, Typing, 10-Key by touch, General Office..., Human Resources, Purchasing, Outlook, Time Management, Lotus Notes, Inventory Control, Accounts Payable, Microsoft Office, Training, Customer Service, Numeric, Spreadsheets, Microsoft Excel, PeopleSoft, Management, Administrative..., Microsoft Word
Education
OfficeTeam -- SkillPort 2011 — 2011
Excel 2002, Earned Certificates of Completion
Dallas Baptist University 1996 — 1996
Computer Basics - 1 class only, 4.0
Trinity Broadcasting Network May 2012 - Present
US Census Bureau July 2008 - November 2010
Sam Hill Tree Care May 2006 - February 2008
Fidelity Investments December 2005 - April 2006
Farmers Insurance, Dallas, Tx. April 1998 - October 2005
Central Garden and Pet May 1995 - April 1998
JC Penney, Southwest Center Mall May 1994 - May 1995
DeSoto Keypunch Service November 1984 - September 1994
Skills
Data Entry, Payroll, Cash Receipts, Excel Spreadsheets, Letters in Word, Customer Satisfaction, Typing, 10-Key by touch, General Office..., Human Resources, Purchasing, Outlook, Time Management, Lotus Notes, Inventory Control, Accounts Payable, Microsoft Office, Training, Customer Service, Numeric, Spreadsheets, Microsoft Excel, PeopleSoft, Management, Administrative..., Microsoft Word
Education
OfficeTeam -- SkillPort 2011 — 2011
Excel 2002, Earned Certificates of Completion
Dallas Baptist University 1996 — 1996
Computer Basics - 1 class only, 4.0
Maria Spellings, MA, LPC Maria Spellings, MA, LPC's Fidelity Investments Experience February 2008 - August 2009
Job Teaching Assistant at University of North Texas
Industry Mental Health Care
Experience
University of North Texas August 2013 - Present
Timberlawn Mental Health System September 2011 - August 2013
Office of Sarah Nuche, Ph.D. Licensed Clinical Psychologist August 2009 - August 2011
Fidelity Investments February 2008 - August 2009
Skills
Individual and Group..., Public Speaking, Trauma Model Therapy, Trauma and Dissociation, Post-Traumatic Stress..., Crisis Intervention, Psychoeducation, Microsoft Office, Research, Customer Service, Psychotherapy, Chemical Dependency, Case Management, Group Therapy, Teaching, Mental Health Counseling, Clinical Research, Mental Health, Post Traumatic Stress, Psychology, Social Services
Education
University of North Texas 2012 — 2017
Doctor of Philosophy (Ph.D.), Counseling
Dallas Theological Seminary 2008 — 2011
Master of Arts (M.A.), Biblical Counseling
University of North Texas August 2013 - Present
Timberlawn Mental Health System September 2011 - August 2013
Office of Sarah Nuche, Ph.D. Licensed Clinical Psychologist August 2009 - August 2011
Fidelity Investments February 2008 - August 2009
Skills
Individual and Group..., Public Speaking, Trauma Model Therapy, Trauma and Dissociation, Post-Traumatic Stress..., Crisis Intervention, Psychoeducation, Microsoft Office, Research, Customer Service, Psychotherapy, Chemical Dependency, Case Management, Group Therapy, Teaching, Mental Health Counseling, Clinical Research, Mental Health, Post Traumatic Stress, Psychology, Social Services
Education
University of North Texas 2012 — 2017
Doctor of Philosophy (Ph.D.), Counseling
Dallas Theological Seminary 2008 — 2011
Master of Arts (M.A.), Biblical Counseling
Dave Fuhrman Dave Fuhrman's Fidelity Investments Experience 1993 - 2002
Job Software Development at The Options Clearing Corporation
Industry Capital Markets
Experience
OCC January 2008 - Present
Banc of America Securities 2004 - 2007
FedEx Kinko's 2002 - 2004
Fidelity Investments 1993 - 2002
Tandy Electronics - Research & Development 1991 - 1993
Honeywell 1990 - 1991
Education
The University of Dallas 1999 — 2001
partial MBA, eCommerce
University of Nebraska-Lincoln 1986 — 1990
Bachelor of Science (BS), Computer Science - Engineering College
Nebraska Wesleyan University 1985 — 1986
Dana College
OCC January 2008 - Present
Banc of America Securities 2004 - 2007
FedEx Kinko's 2002 - 2004
Fidelity Investments 1993 - 2002
Tandy Electronics - Research & Development 1991 - 1993
Honeywell 1990 - 1991
Education
The University of Dallas 1999 — 2001
partial MBA, eCommerce
University of Nebraska-Lincoln 1986 — 1990
Bachelor of Science (BS), Computer Science - Engineering College
Nebraska Wesleyan University 1985 — 1986
Dana College
Will Smith Will Smith's Fidelity Investments Experience February 2014 - November 2014
Job
Industry Computer Software
Experience
Warner Bros. Games November 2014 - Present
Fidelity Investments February 2014 - November 2014
Nexage November 2013 - February 2014
Nokia Analytics (Nokia Cloud Services) at Nokia July 2011 - October 2013
MIT Lincoln Laboratory September 2007 - April 2011
Novell Inc April 2007 - July 2007
Axcelis Technologies Inc March 2005 - April 2007
P and H November 2004 - March 2005
State Street Research June 2004 - August 2004
Eliassen Group Inc August 2001 - November 2003
Skills
SOA, XML, Agile Methodologies, Tomcat, Eclipse, Java, Unix, Maven, JSP, Software Development, Spring, Perl, Hibernate, Web Services, MySQL, JavaScript, C#, SOAP, Ant, Microsoft SQL Server, Object Oriented Design, Oracle, Databases, Servlets, Integration, Java Enterprise Edition, Linux, Architecture, Shell Scripting, Visual Studio, Hadoop, Apache, JDBC, Cloud Computing, JBoss Application Server, CVS, Architectures, Amazon Web Services..., Big Data
Education
Daniel Webster College 1992 — 1998
Bachelors of Science
Warner Bros. Games November 2014 - Present
Fidelity Investments February 2014 - November 2014
Nexage November 2013 - February 2014
Nokia Analytics (Nokia Cloud Services) at Nokia July 2011 - October 2013
MIT Lincoln Laboratory September 2007 - April 2011
Novell Inc April 2007 - July 2007
Axcelis Technologies Inc March 2005 - April 2007
P and H November 2004 - March 2005
State Street Research June 2004 - August 2004
Eliassen Group Inc August 2001 - November 2003
Skills
SOA, XML, Agile Methodologies, Tomcat, Eclipse, Java, Unix, Maven, JSP, Software Development, Spring, Perl, Hibernate, Web Services, MySQL, JavaScript, C#, SOAP, Ant, Microsoft SQL Server, Object Oriented Design, Oracle, Databases, Servlets, Integration, Java Enterprise Edition, Linux, Architecture, Shell Scripting, Visual Studio, Hadoop, Apache, JDBC, Cloud Computing, JBoss Application Server, CVS, Architectures, Amazon Web Services..., Big Data
Education
Daniel Webster College 1992 — 1998
Bachelors of Science
Debbie Cushing's Fidelity Investments Experience October 2008 - Present
Job Electronic Publishing Specialist at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments October 2008 - Present
Merrill Corporation June 1999 - April 2008
Merrill Brink International September 2005 - October 2005
Brinks July 1996 - June 1999
Comdata March 1989 - June 1996
Skills
Adobe Acrobat, Customer Service, Translation, Proofreading, SharePoint, Windows, Training, Digital Printing, Microsoft Excel, Technical Writing, Microsoft Office, Software Documentation, Editing, Document Management, Troubleshooting, Microsoft Word, Outlook, Process Improvement, Records Management, Blogging, Project Management, Team Leadership, Strategic Planning, Requirements Gathering, PowerPoint, Photography, Leadership, Copywriting, Copy Editing, Creative Writing, Project Planning, Team Building, Research, Adobe Creative Suite, Management, Social Media, Performance Management, Quicksilver, Datalogics
Education
Dallas County Community College 2008 — 2009
Dallas County Community College 1996 — 1996
Dallas County Community College
MacArthur High School
High School
Fidelity Investments October 2008 - Present
Merrill Corporation June 1999 - April 2008
Merrill Brink International September 2005 - October 2005
Brinks July 1996 - June 1999
Comdata March 1989 - June 1996
Skills
Adobe Acrobat, Customer Service, Translation, Proofreading, SharePoint, Windows, Training, Digital Printing, Microsoft Excel, Technical Writing, Microsoft Office, Software Documentation, Editing, Document Management, Troubleshooting, Microsoft Word, Outlook, Process Improvement, Records Management, Blogging, Project Management, Team Leadership, Strategic Planning, Requirements Gathering, PowerPoint, Photography, Leadership, Copywriting, Copy Editing, Creative Writing, Project Planning, Team Building, Research, Adobe Creative Suite, Management, Social Media, Performance Management, Quicksilver, Datalogics
Education
Dallas County Community College 2008 — 2009
Dallas County Community College 1996 — 1996
Dallas County Community College
MacArthur High School
High School
Robin Hoback's Fidelity Investments Experience August 1999 - September 2005
Job Consultant
Industry Financial Services
Experience
JSW Financial March 2006 - Present
Valley Bank September 2005 - March 2006
Fidelity Investments August 1999 - September 2005
Skills
Series 7, Paraplanning, Leadership, Microsoft Excel, Insurance, Time Management, Customer Service, Microsoft Word, Microsoft Office, Budgets, Event Planning, Photoshop, Photography, InDesign, Public Speaking, Management, Marketing, Sales
Education
Dallas Baptist University 2000 — 2002
Bachelor's degree, Psychology
JSW Financial March 2006 - Present
Valley Bank September 2005 - March 2006
Fidelity Investments August 1999 - September 2005
Skills
Series 7, Paraplanning, Leadership, Microsoft Excel, Insurance, Time Management, Customer Service, Microsoft Word, Microsoft Office, Budgets, Event Planning, Photoshop, Photography, InDesign, Public Speaking, Management, Marketing, Sales
Education
Dallas Baptist University 2000 — 2002
Bachelor's degree, Psychology
Tyler Rowland Tyler Rowland's Fidelity Investments Experience April 2008 - December 2010
Job Senior Accountant at EastWest Ministries International
Industry Financial Services
Experience
East-West Ministries International January 2013 - Present
Senior Care Centers October 2011 - January 2013
Senior Care Centers December 2010 - October 2011
Fidelity Investments April 2008 - December 2010
Dallas Baptist University August 2007 - April 2008
Texas Rangers Baseball Club January 2007 - August 2007
Skills
Finance, Internal Controls, Account Reconciliation, General Ledger, Auditing, Accounting, Banking, Management
Education
Dallas Baptist University 2008 — 2010
MBA, Accounting
Dallas Baptist University 2003 — 2007
BBA, Management
Smoky Hill High School 1999 — 2003
East-West Ministries International January 2013 - Present
Senior Care Centers October 2011 - January 2013
Senior Care Centers December 2010 - October 2011
Fidelity Investments April 2008 - December 2010
Dallas Baptist University August 2007 - April 2008
Texas Rangers Baseball Club January 2007 - August 2007
Skills
Finance, Internal Controls, Account Reconciliation, General Ledger, Auditing, Accounting, Banking, Management
Education
Dallas Baptist University 2008 — 2010
MBA, Accounting
Dallas Baptist University 2003 — 2007
BBA, Management
Smoky Hill High School 1999 — 2003
Victor Ayala Victor Ayala's Fidelity Investments Experience April 2000 - December 2005
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TDAmeritrade July 2010 - October 2013
TD Ameritrade September 2007 - July 2010
TD Ameritrade January 2007 - September 2007
TD Ameritrade January 2006 - December 2006
Fidelity Investments April 2000 - December 2005
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Strategic Financial..., Equities, Series 24, Sales Management, Recruiting, Series 65, Fixed Income, Branch Management
Education
Dallas Baptist University
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade October 2013 - Present
TDAmeritrade July 2010 - October 2013
TD Ameritrade September 2007 - July 2010
TD Ameritrade January 2007 - September 2007
TD Ameritrade January 2006 - December 2006
Fidelity Investments April 2000 - December 2005
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Strategic Financial..., Equities, Series 24, Sales Management, Recruiting, Series 65, Fixed Income, Branch Management
Education
Dallas Baptist University
Bachelor of Business Administration (BBA), Finance, General
Marcie Stacy Marcie Stacy's Fidelity Investments Experience December 2003 - March 2006
Job Search Engine Evaluator at Leapforce
Industry Online Media
Experience
Leapforce August 2010 - February 2014
Bank of America June 2008 - September 2008
Wachovia Bank November 2007 - June 2008
JP Morgan Chase March 2006 - November 2007
Fidelity Investments December 2003 - March 2006
Wells Fargo June 1999 - March 2003
Skills
Financial Advisory, Financial Services, Strategic Financial..., Wealth Management, Investments, Financial Analysis, Risk Management, Insurance, Banking, Series 63, Retirement, Financial Modeling, Series 7, Mortgage Lending, Mutual Funds, Sales, Retirement Planning, 401k, Small Business, Relationship Management, Leadership, Loans, Business Analysis, Management, Team Building, Finance
Education
Dallas Baptist University
Broadcast Communication
Texas Christian University
Entrepreneurial Management
Leapforce August 2010 - February 2014
Bank of America June 2008 - September 2008
Wachovia Bank November 2007 - June 2008
JP Morgan Chase March 2006 - November 2007
Fidelity Investments December 2003 - March 2006
Wells Fargo June 1999 - March 2003
Skills
Financial Advisory, Financial Services, Strategic Financial..., Wealth Management, Investments, Financial Analysis, Risk Management, Insurance, Banking, Series 63, Retirement, Financial Modeling, Series 7, Mortgage Lending, Mutual Funds, Sales, Retirement Planning, 401k, Small Business, Relationship Management, Leadership, Loans, Business Analysis, Management, Team Building, Finance
Education
Dallas Baptist University
Broadcast Communication
Texas Christian University
Entrepreneurial Management
Roland Gingras CDCDP Roland Gingras CDCDP's Fidelity Investments Experience Field TechTelenexJanuary 1992 - February 1999
Job Lead Regional Support Tech at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments Field TechTelenexJanuary 1992 - February 1999
General Signal Networks 1979 - 1999
Tautron 1979 - 1999
Skills
Vendor Management, Business Analysis, Data Center, Disaster Recovery, Process Improvement, SDLC, Call Center, ITIL, IT Operations, Cisco Technologies, Unix, Telecommunications, Visio, PMP, Management, Program Management, Service Delivery, Troubleshooting, Integration, IT Management, Requirements Analysis, Enterprise Architecture, Outsourcing, IT Strategy, Security, IT Service Management
Education
Daniel Webster College 1990 — 1992
Business Management
Fidelity Investments Field TechTelenexJanuary 1992 - February 1999
General Signal Networks 1979 - 1999
Tautron 1979 - 1999
Skills
Vendor Management, Business Analysis, Data Center, Disaster Recovery, Process Improvement, SDLC, Call Center, ITIL, IT Operations, Cisco Technologies, Unix, Telecommunications, Visio, PMP, Management, Program Management, Service Delivery, Troubleshooting, Integration, IT Management, Requirements Analysis, Enterprise Architecture, Outsourcing, IT Strategy, Security, IT Service Management
Education
Daniel Webster College 1990 — 1992
Business Management
Craig Ewing Craig Ewing's Fidelity Investments Experience January 2013 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - Present
Credit Suisse July 2011 - December 2012
BCBSNC April 2011 - June 2011
Oxford University Press September 2010 - March 2011
Fidelity Investments October 2005 - June 2010
Fidelity Investments July 2003 - October 2005
Fidelity Investments January 2002 - June 2003
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1997 - July 1999
Skills
Software Distribution, Incident Management, Windows Server, Desktop Support, VMware, Servers, Windows Server 2003, Altiris, ITIL Certified, DHCP, Operating Systems, ITIL, Infrastructure, Technical Support, Virtualization, VMware Infrastructure, Active Directory, Security, System Deployment, Information Technology, IT Service Management, Enterprise Software, Disaster Recovery, Data Center, Red Hat Linux, SCCM, Help Desk Support, VMware ESX, Citrix, Group Policy, DNS, Microsoft Exchange, IT Operations, HP, High Availability, Cluster
Education
Daniel Webster College 1991 — 1995
Bachelor of Science, Aviation Management / Flight Operations; aviation flight operations
Fidelity Investments January 2013 - Present
Credit Suisse July 2011 - December 2012
BCBSNC April 2011 - June 2011
Oxford University Press September 2010 - March 2011
Fidelity Investments October 2005 - June 2010
Fidelity Investments July 2003 - October 2005
Fidelity Investments January 2002 - June 2003
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1997 - July 1999
Skills
Software Distribution, Incident Management, Windows Server, Desktop Support, VMware, Servers, Windows Server 2003, Altiris, ITIL Certified, DHCP, Operating Systems, ITIL, Infrastructure, Technical Support, Virtualization, VMware Infrastructure, Active Directory, Security, System Deployment, Information Technology, IT Service Management, Enterprise Software, Disaster Recovery, Data Center, Red Hat Linux, SCCM, Help Desk Support, VMware ESX, Citrix, Group Policy, DNS, Microsoft Exchange, IT Operations, HP, High Availability, Cluster
Education
Daniel Webster College 1991 — 1995
Bachelor of Science, Aviation Management / Flight Operations; aviation flight operations
Rogelio Garduno Rogelio Garduno's Fidelity Investments Experience July 2012 - September 2012
Job Financial Solutions Advisor III at USAA
Industry Financial Services
Experience
USAA July 2013 - Present
Fidelity Investments July 2012 - September 2012
Fidelity Investments January 2011 - June 2012
Fidelity Investments November 2010 - October 2011
Fidelity Investments October 2007 - May 2011
RealManage January 2006 - March 2008
Citicards November 2002 - November 2004
Skills
Options, Equity Trading, Mutual Funds, 401k, Equities, Series 7, Investments, Securities, Fixed Income, Asset Allocation, Retirement Planning, Financial Analysis, Bonds, Retirement, Series 65, FINRA, Finance, Strategic Financial..., Financial Services, Series 63, Series 6
Education
University of North Texas 2008 — 2011
International Business
Dallas County Community College 2006 — 2008
Business
USAA July 2013 - Present
Fidelity Investments July 2012 - September 2012
Fidelity Investments January 2011 - June 2012
Fidelity Investments November 2010 - October 2011
Fidelity Investments October 2007 - May 2011
RealManage January 2006 - March 2008
Citicards November 2002 - November 2004
Skills
Options, Equity Trading, Mutual Funds, 401k, Equities, Series 7, Investments, Securities, Fixed Income, Asset Allocation, Retirement Planning, Financial Analysis, Bonds, Retirement, Series 65, FINRA, Finance, Strategic Financial..., Financial Services, Series 63, Series 6
Education
University of North Texas 2008 — 2011
International Business
Dallas County Community College 2006 — 2008
Business
Chuck Julian Chuck Julian's Fidelity Investments Experience 2006 - 2007
Job President, Contractor at So Help Me Software, LLC
Industry Information Services
Experience
So Help Me Software, LLC April 2014 - Present
Newforma, Inc. September 2013 - April 2014
Hypertherm, Inc. February 2010 - August 2013
Cornerstone Software, Inc 2008 - 2009
Bradford Networks January 2008 - May 2008
Thermal Dynamics (Thermadyne) 2007 - 2008
Fidelity Investments 2006 - 2007
Nashua Corporation, Digital Equipment, Acuity Imaging, Compaq, H.P. 1976 - 2006
Skills
White Papers, Technical Writing, Testing, Project Management, RFP, Strategic Planning, Technical Documentation, Online Help, Networking, Content Development, Guides, E-Learning, Blogging, CRM, Visio, SharePoint, SnagIt, FrameMaker, Dreamweaver, Manuals, Training, HTML, Instructor-led Training, Databases, Content Management
Education
University of Phoenix 2006 — 2007
M.S., Information Systems
Daniel Webster College 1980 — 1981
B.S., Computer Systems
Southern New Hampshire University 1976 — 1979
B.S., Business Management
So Help Me Software, LLC April 2014 - Present
Newforma, Inc. September 2013 - April 2014
Hypertherm, Inc. February 2010 - August 2013
Cornerstone Software, Inc 2008 - 2009
Bradford Networks January 2008 - May 2008
Thermal Dynamics (Thermadyne) 2007 - 2008
Fidelity Investments 2006 - 2007
Nashua Corporation, Digital Equipment, Acuity Imaging, Compaq, H.P. 1976 - 2006
Skills
White Papers, Technical Writing, Testing, Project Management, RFP, Strategic Planning, Technical Documentation, Online Help, Networking, Content Development, Guides, E-Learning, Blogging, CRM, Visio, SharePoint, SnagIt, FrameMaker, Dreamweaver, Manuals, Training, HTML, Instructor-led Training, Databases, Content Management
Education
University of Phoenix 2006 — 2007
M.S., Information Systems
Daniel Webster College 1980 — 1981
B.S., Computer Systems
Southern New Hampshire University 1976 — 1979
B.S., Business Management
Rhoda Brown Rhoda Brown's Fidelity Investments Experience April 2012 - September 2012
Job Project Manager at Dealertrack Technologies
Industry Executive Office
Experience
AIG April 2014 - Present
Dealertrack Technologies December 2013 - March 2014
Dell July 2013 - November 2013
Wells Fargo September 2010 - July 2013
Isis Mobile Commerce December 2012 - June 2013
Fidelity Investments April 2012 - September 2012
HP November 2010 - January 2012
Caris Diagnostics December 2005 - August 2010
Caris Diagnostics December 2005 - August 2010
Textron Marine & Land October 2004 - September 2005
Skills
Project Coordination, Program Management, Procurement, Software Documentation, Business Analysis, Cross-functional Team..., MS Project, Access, SharePoint, Strategic Planning, Microsoft Excel, Outlook, Vendor Management, Process Improvement, Negotiation, PowerPoint, PeopleSoft, Time Management, Microsoft Word, Visio, Organizational...
Education
Dallas County Community College 2007 — 2009
Management
Southern University at New Orleans 1994 — 1996
Business Administration
AIG April 2014 - Present
Dealertrack Technologies December 2013 - March 2014
Dell July 2013 - November 2013
Wells Fargo September 2010 - July 2013
Isis Mobile Commerce December 2012 - June 2013
Fidelity Investments April 2012 - September 2012
HP November 2010 - January 2012
Caris Diagnostics December 2005 - August 2010
Caris Diagnostics December 2005 - August 2010
Textron Marine & Land October 2004 - September 2005
Skills
Project Coordination, Program Management, Procurement, Software Documentation, Business Analysis, Cross-functional Team..., MS Project, Access, SharePoint, Strategic Planning, Microsoft Excel, Outlook, Vendor Management, Process Improvement, Negotiation, PowerPoint, PeopleSoft, Time Management, Microsoft Word, Visio, Organizational...
Education
Dallas County Community College 2007 — 2009
Management
Southern University at New Orleans 1994 — 1996
Business Administration
Quintin Jones, ITIL's Fidelity Investments Experience June 2006 - May 2007
Job Business System Analyst II at GM Financial
Industry Computer Software
Experience
GM Financial January 2014 - Present
ARGO Data Resource Corporation August 2012 - January 2014
CRIF Lending Solutions January 2012 - August 2012
CO-OP Member Center/Cuna Mutual Group August 2007 - January 2012
Fidelity Investments June 2006 - May 2007
Advance America June 2005 - June 2006
Texas Trust Credit Union August 2004 - May 2005
Skills
Customer Service, Process Improvement, Call Center, Customer Satisfaction, Operations Management, Access, Leadership, Account Management, Call Centers, Team Building, Team Leadership, Business Analysis, System Configuration, Management, Training, Insurance, Software Documentation, Analysis, Decision Modeling, Coaching, Sales Management, Vendor Management, Program Management, Quality Assurance, Requirements Analysis, SDLC, Requirements Gathering, SQL, Integration
Education
The University of Texas at Arlington - College of Business 2004 — 2007
BBA, Management
Dallas County Community College 2002 — 2004
AA, Business
GM Financial January 2014 - Present
ARGO Data Resource Corporation August 2012 - January 2014
CRIF Lending Solutions January 2012 - August 2012
CO-OP Member Center/Cuna Mutual Group August 2007 - January 2012
Fidelity Investments June 2006 - May 2007
Advance America June 2005 - June 2006
Texas Trust Credit Union August 2004 - May 2005
Skills
Customer Service, Process Improvement, Call Center, Customer Satisfaction, Operations Management, Access, Leadership, Account Management, Call Centers, Team Building, Team Leadership, Business Analysis, System Configuration, Management, Training, Insurance, Software Documentation, Analysis, Decision Modeling, Coaching, Sales Management, Vendor Management, Program Management, Quality Assurance, Requirements Analysis, SDLC, Requirements Gathering, SQL, Integration
Education
The University of Texas at Arlington - College of Business 2004 — 2007
BBA, Management
Dallas County Community College 2002 — 2004
AA, Business
Donna Keaton Donna Keaton's Fidelity Investments Experience 1991 - 2004
Job Sales Manager at Chip PC Inc.
Industry Computer Hardware
Experience
Chip PC Inc. Office ManagerTexas Frame, LTD2004 - 2011
Fidelity Investments 1991 - 2004
Skills
Investments, Sales, 401k, Mutual Funds, Business Development, Series 7, Series 63, Employee Benefits, Contract Negotiation, Retirement, Financial Services, Payroll, Series 6
Education
Dallas Baptist University
Business
Chip PC Inc. Office ManagerTexas Frame, LTD2004 - 2011
Fidelity Investments 1991 - 2004
Skills
Investments, Sales, 401k, Mutual Funds, Business Development, Series 7, Series 63, Employee Benefits, Contract Negotiation, Retirement, Financial Services, Payroll, Series 6
Education
Dallas Baptist University
Business
Thomas Blake's Fidelity Investments Experience 1989 - 2002
Job Blake Insurance Group & Farmers Financial Svc.
Industry Insurance
Experience
Blake Insurance Group January 2003 - Present
Fidelity Investments 1989 - 2002
Skills
Strategic Planning, Team Building, Business Strategy, Sales, Marketing, Sales Management, Leadership, Management Consulting, Marketing Strategy, Social Media, Change Management, New Business Development, Public Speaking, Management, Account Management, Business Analysis, Business Development, Customer Service
Education
Dallas Baptist University 1997 — 1999
MBA Finance
Dallas Baptist University 1996 — 1998
MBA, Finance
Blake Insurance Group January 2003 - Present
Fidelity Investments 1989 - 2002
Skills
Strategic Planning, Team Building, Business Strategy, Sales, Marketing, Sales Management, Leadership, Management Consulting, Marketing Strategy, Social Media, Change Management, New Business Development, Public Speaking, Management, Account Management, Business Analysis, Business Development, Customer Service
Education
Dallas Baptist University 1997 — 1999
MBA Finance
Dallas Baptist University 1996 — 1998
MBA, Finance
Matthew Furze's Fidelity Investments Experience April 2015 - Present
Job Director of IT Strategy and Planning at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2015 - Present
Cisco June 2014 - Present
Duke Clinical Research Institute October 2011 - June 2014
Empower Software Solutions December 2009 - August 2011
Fidelity Investments October 2005 - December 2008
Fidelity Investments December 2003 - October 2005
Fidelity Investments September 2001 - December 2003
Fidelity Investments May 1999 - September 2001
Boston Harbor Hotel January 1997 - March 1999
Skills
Process Improvement, Requirements Analysis, Cross-functional Team..., Business Analysis, CRM, Software Documentation, Project Management, Business Process, Management
Education
Daniel Webster College 2004 — 2006
Bachelors of Science, Organizational Management
Fidelity Investments April 2015 - Present
Cisco June 2014 - Present
Duke Clinical Research Institute October 2011 - June 2014
Empower Software Solutions December 2009 - August 2011
Fidelity Investments October 2005 - December 2008
Fidelity Investments December 2003 - October 2005
Fidelity Investments September 2001 - December 2003
Fidelity Investments May 1999 - September 2001
Boston Harbor Hotel January 1997 - March 1999
Skills
Process Improvement, Requirements Analysis, Cross-functional Team..., Business Analysis, CRM, Software Documentation, Project Management, Business Process, Management
Education
Daniel Webster College 2004 — 2006
Bachelors of Science, Organizational Management
Ken Fisher Ken Fisher's Fidelity Investments Experience 1992 - 1996
Job President / Executive Director Ten Gates Foundation
Industry Religious Institutions
Experience
Ten Gates Foundation August 2015 - Present
Dallas Theological Seminary May 2013 - July 2015
CVS Caremark Corporation January 2009 - June 2013
CVS Caremark August 2003 - January 2009
Capital One 2001 - 2003
Digital Lighthouse Corporation 1998 - 2002
Citi 1996 - 1998
Fidelity Investments 1992 - 1996
Skills
Employee Relations, Team Building, Vendor Management, Change Management, Process Improvement, Recruiting, Performance Management, Strategic Planning, Call Center, Customer Service, Leadership, Healthcare, Operations Management, Strategy, Outsourcing, Call Centers, Program Management, CRM, Management, Cross-functional Team..., Account Management, Team Leadership, Business Analysis, Training, Project Management, Business Process..., Coaching, Analysis
Education
Dallas Theological Seminary 2013 — 2015
Master of Arts (M.A.), Christian Leadership, 3.7
Howard Payne University 1981 — 1985
Batchelors Degree, Business Administration
Ten Gates Foundation August 2015 - Present
Dallas Theological Seminary May 2013 - July 2015
CVS Caremark Corporation January 2009 - June 2013
CVS Caremark August 2003 - January 2009
Capital One 2001 - 2003
Digital Lighthouse Corporation 1998 - 2002
Citi 1996 - 1998
Fidelity Investments 1992 - 1996
Skills
Employee Relations, Team Building, Vendor Management, Change Management, Process Improvement, Recruiting, Performance Management, Strategic Planning, Call Center, Customer Service, Leadership, Healthcare, Operations Management, Strategy, Outsourcing, Call Centers, Program Management, CRM, Management, Cross-functional Team..., Account Management, Team Leadership, Business Analysis, Training, Project Management, Business Process..., Coaching, Analysis
Education
Dallas Theological Seminary 2013 — 2015
Master of Arts (M.A.), Christian Leadership, 3.7
Howard Payne University 1981 — 1985
Batchelors Degree, Business Administration
Ian Reutelhuber Ian Reutelhuber's Fidelity Investments Experience January 2015 - Present
Job Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Dallas Baptist University August 2013 - January 2015
Dallas Baptist University January 2013 - August 2013
Pine Cove May 2011 - August 2013
Dallas County District Attorney's Office May 2012 - July 2012
Skills
Team Building, Leadership, PowerPoint, Public Speaking, Customer Service, Teamwork, Nonprofits, Microsoft Office, Accounting, Research, Project Management, Microsoft Excel, Microsoft Word, Team Leadership, Social Networking, Social Media, System Administration, Social Media Marketing, Time Management, Corporate Finance, Budgets, Facebook, Analysis, Recruiting, Higher Education, Critical Thinking, Team Management, Investments
Education
Dallas Baptist University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, 3.9 GPA
Dallas Baptist University 2010 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.7 GPA
Fidelity Investments January 2015 - Present
Dallas Baptist University August 2013 - January 2015
Dallas Baptist University January 2013 - August 2013
Pine Cove May 2011 - August 2013
Dallas County District Attorney's Office May 2012 - July 2012
Skills
Team Building, Leadership, PowerPoint, Public Speaking, Customer Service, Teamwork, Nonprofits, Microsoft Office, Accounting, Research, Project Management, Microsoft Excel, Microsoft Word, Team Leadership, Social Networking, Social Media, System Administration, Social Media Marketing, Time Management, Corporate Finance, Budgets, Facebook, Analysis, Recruiting, Higher Education, Critical Thinking, Team Management, Investments
Education
Dallas Baptist University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, 3.9 GPA
Dallas Baptist University 2010 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.7 GPA
Aline Inocencio's Fidelity Investments Experience June 2010 - October 2011
Job Coordinator at Behavior and Education, Inc.
Industry Mental Health Care
Experience
Behavior and Education Inc April 2015 - Present
Keck Hospital of USC November 2014 - Present
MassMutual Financial Group January 2013 - May 2013
The Hartford June 2012 - December 2012
ADP October 2011 - May 2012
Fidelity Investments June 2010 - October 2011
Fidelity Investments May 2006 - June 2010
Skills
401k, Series 63, Series 6, Consultative Selling, Defined Contribution, Retirement, ERISA, Mutual Funds, Profit Sharing, Pensions, Investment Advisory, Employee Benefits, Financial Services, Selling, Retirement Plan..., Investments, Financial Advisory, Salesforce.com
Education
Dallas Baptist University
BA, Communication
Behavior and Education Inc April 2015 - Present
Keck Hospital of USC November 2014 - Present
MassMutual Financial Group January 2013 - May 2013
The Hartford June 2012 - December 2012
ADP October 2011 - May 2012
Fidelity Investments June 2010 - October 2011
Fidelity Investments May 2006 - June 2010
Skills
401k, Series 63, Series 6, Consultative Selling, Defined Contribution, Retirement, ERISA, Mutual Funds, Profit Sharing, Pensions, Investment Advisory, Employee Benefits, Financial Services, Selling, Retirement Plan..., Investments, Financial Advisory, Salesforce.com
Education
Dallas Baptist University
BA, Communication
Darlene Pina's Fidelity Investments Experience 1996 - 2004
Job Executive Assistant
Industry Management Consulting
Experience
Lexia Learning November 2014 - Present
Control Solutions International April 2011 - October 2014
Om Enterprises Solutions May 2006 - April 2011
Bruker Daltonics March 2004 - May 2006
Fidelity Investments 1996 - 2004
Skills
Coaching, Personal Development, Human Resources, Stress Management, Operations Management, Recruiting, Process Improvement, Yoga, Internal Audit, Accounting, Management Consulting, Leadership, Auditing, Leadership Development, Team Building, Business Process..., Talent Acquisition, Management, Employee Relations, Banking, Financial Analysis, Training, Finance, Employee Benefits, Software Documentation, Organizational..., Analysis, Organizational..., Program Management, Change Management, Performance Management, Strategy, Mergers & Acquisitions, Talent Management, Consulting, Risk Management, Budgets, Executive Coaching, Strategic Planning, Vendor Management, Executive Management, Start-ups, Business Planning, Payroll, Onboarding, PeopleSoft, Health, Fitness, Customer Service
Education
Rivier University 2002 — 2005
MBA, Business, Summa Cum Laude
Daniel Webster College 1997 — 2000
Bachelor of Science (B.S.), Organizational Management, Magna Cum Laude
Lexia Learning November 2014 - Present
Control Solutions International April 2011 - October 2014
Om Enterprises Solutions May 2006 - April 2011
Bruker Daltonics March 2004 - May 2006
Fidelity Investments 1996 - 2004
Skills
Coaching, Personal Development, Human Resources, Stress Management, Operations Management, Recruiting, Process Improvement, Yoga, Internal Audit, Accounting, Management Consulting, Leadership, Auditing, Leadership Development, Team Building, Business Process..., Talent Acquisition, Management, Employee Relations, Banking, Financial Analysis, Training, Finance, Employee Benefits, Software Documentation, Organizational..., Analysis, Organizational..., Program Management, Change Management, Performance Management, Strategy, Mergers & Acquisitions, Talent Management, Consulting, Risk Management, Budgets, Executive Coaching, Strategic Planning, Vendor Management, Executive Management, Start-ups, Business Planning, Payroll, Onboarding, PeopleSoft, Health, Fitness, Customer Service
Education
Rivier University 2002 — 2005
MBA, Business, Summa Cum Laude
Daniel Webster College 1997 — 2000
Bachelor of Science (B.S.), Organizational Management, Magna Cum Laude
Gina V. Badalamenti Gina V. Badalamenti's Fidelity Investments Experience 2004 - 2005
Job Business Development Consultant
Industry Management Consulting
Experience
Paradise Electrical Energy Contractors, Inc. May 2015 - Present
Subway 2009 - 2015
Lincoln Financial Group 2005 - 2009
Fidelity Investments 2004 - 2005
Prime Financial Services 2001 - 2003
American Skandia 1998 - 2001
Skills
Customer Service, Team Building, Strategic Planning, Business Planning, Management, Food, Sales, Marketing Strategy, New Business Development, Leadership, Retail, Restaurants, Business Development, Marketing, P&L, Hospitality, Franchising, Sales Management, Team Leadership, Financial Planning, Collaborative Problem..., Training, Public Speaking
Education
Villanova University 2015 — 2015
Six Sigma Green Belt, Project Management
Southern New Hampshire University 1993 — 1995
Master of Business Administration (MBA), Labor and Industrial Relations; Finance
Daniel Webster College 1988 — 1991
Bachelor of Science (BS), Business Management / Aviation
Paradise Electrical Energy Contractors, Inc. May 2015 - Present
Subway 2009 - 2015
Lincoln Financial Group 2005 - 2009
Fidelity Investments 2004 - 2005
Prime Financial Services 2001 - 2003
American Skandia 1998 - 2001
Skills
Customer Service, Team Building, Strategic Planning, Business Planning, Management, Food, Sales, Marketing Strategy, New Business Development, Leadership, Retail, Restaurants, Business Development, Marketing, P&L, Hospitality, Franchising, Sales Management, Team Leadership, Financial Planning, Collaborative Problem..., Training, Public Speaking
Education
Villanova University 2015 — 2015
Six Sigma Green Belt, Project Management
Southern New Hampshire University 1993 — 1995
Master of Business Administration (MBA), Labor and Industrial Relations; Finance
Daniel Webster College 1988 — 1991
Bachelor of Science (BS), Business Management / Aviation
Justin Verrette's Fidelity Investments Experience January 2006 - May 2007
Job IT Solutions and Support for American Recreation Products at Kellwood Company
Industry Information Technology and Services
Experience
Kellwood Company July 2012 - Present
BrainSpin Technologies July 2009 - July 2012
TD Ameritrade June 2007 - June 2009
Fidelity Investments January 2006 - May 2007
Geek on Wheels February 2004 - December 2005
BV Logic May 2002 - January 2004
Skills
Salesforce.com, Project Management, Business Strategy, New Business Development, SaaS, Marketing Automation, ERP, CSS, Drupal, CRM software, Process Consulting, Management Consulting, CRM Integration, Salesforce.com..., Consultative Selling, Business Process..., System Administration, Online Marketing, Crystal Reports, Website Monetization, SEM, MySQL, CMS, JavaScript, Unix, DOS, Salesforce.com..., Linux, HTML5
Education
Dallas Baptist University 2005 — 2006
Management Information Systems and Services
Tarrant County College 2003 — 2005
Computer Science
Kellwood Company July 2012 - Present
BrainSpin Technologies July 2009 - July 2012
TD Ameritrade June 2007 - June 2009
Fidelity Investments January 2006 - May 2007
Geek on Wheels February 2004 - December 2005
BV Logic May 2002 - January 2004
Skills
Salesforce.com, Project Management, Business Strategy, New Business Development, SaaS, Marketing Automation, ERP, CSS, Drupal, CRM software, Process Consulting, Management Consulting, CRM Integration, Salesforce.com..., Consultative Selling, Business Process..., System Administration, Online Marketing, Crystal Reports, Website Monetization, SEM, MySQL, CMS, JavaScript, Unix, DOS, Salesforce.com..., Linux, HTML5
Education
Dallas Baptist University 2005 — 2006
Management Information Systems and Services
Tarrant County College 2003 — 2005
Computer Science
Jeanna Luna Jeanna Luna's Fidelity Investments Experience January 2015 - Present
Job Senior Guidance Project Manager
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2007 - January 2015
Travelocity July 2005 - May 2007
Radio Shack 2001 - 2005
Skills
Analytics, Business Analysis, CRM, Cross-functional Team..., Customer Service, Project Management, Vendor Management
Education
Dallas Baptist University 2001 — 2003
MBA, Management Information Systems
Dallas Baptist University
B.A.B.A, Business Administration
Fidelity Investments January 2015 - Present
Fidelity Investments May 2007 - January 2015
Travelocity July 2005 - May 2007
Radio Shack 2001 - 2005
Skills
Analytics, Business Analysis, CRM, Cross-functional Team..., Customer Service, Project Management, Vendor Management
Education
Dallas Baptist University 2001 — 2003
MBA, Management Information Systems
Dallas Baptist University
B.A.B.A, Business Administration
Sol Cartier's Fidelity Investments Experience March 1997 - April 2003
Job Wealth Advisor
Industry Financial Services
Experience
USAA November 2014 - Present
Reseach Based Solutions / PsyMetrics Global March 2009 - September 2014
Sethi Financial Group October 2011 - February 2012
Wells Fargo Advisors, LLC June 2010 - October 2011
TDAmeritrade July 2006 - January 2009
1st Global Capital Corp. 2005 - 2006
JPMorgan Chase April 2003 - April 2004
Fidelity Investments March 1997 - April 2003
Education
University of Utah 1995 — 1997
BS, Family Studies and Consumer Economics
Dallas County Community College 1989 — 1991
Associate of Science, General
Red Oak High School 1985 — 1989
General Studies, General Studies
USAA November 2014 - Present
Reseach Based Solutions / PsyMetrics Global March 2009 - September 2014
Sethi Financial Group October 2011 - February 2012
Wells Fargo Advisors, LLC June 2010 - October 2011
TDAmeritrade July 2006 - January 2009
1st Global Capital Corp. 2005 - 2006
JPMorgan Chase April 2003 - April 2004
Fidelity Investments March 1997 - April 2003
Education
University of Utah 1995 — 1997
BS, Family Studies and Consumer Economics
Dallas County Community College 1989 — 1991
Associate of Science, General
Red Oak High School 1985 — 1989
General Studies, General Studies
Samuel Arthur's Fidelity Investments Experience March 2013 - Present
Job Financial Associate at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments March 2013 - Present
Leaders World International January 2009 - Present
Trinity Throneroom International Ministries August 2004 - Present
Dallas Baptist University - Account Receivables September 2011 - December 2012
Gilead Homeopathic Clinic July 2010 - March 2011
Teriwhite Limited January 2008 - March 2011
Scripture Union, Ghana 2003 - 2004
Christ for the Nations Institute - Africa March 2000 - August 2003
Skills
Management Consulting, Leadership Development, Executive Coaching, Strategic Planning, Organizational..., Business Strategy, Change Management, Executive Development, Coaching, Program Management, Team Building, Business Planning, Organizational Design, Entrepreneurship, Christian Ministry, Christian Counseling, Project Planning, Research, Customer Service, Career Development, Public Speaking, Microsoft Office, Conflict Resolution, Staff Development, Higher Education, Recruiting, Management, Analysis, Budgets, Policy
Education
Dallas Baptist University 2011 — 2012
Master of Arts in Management, General Management
Graduate School of Governance and Leadership 2009 — 2010
Graduate Diploma, Human Resources Management and Services
Kwame Nkrumah' University of Science and Technology, Kumasi 2005 — 2009
Bachelor of Science, Natural Resource Management
Institute of Commercial Management- UK 2007 — 2008
Diploma, Human Resources Management and Services
Adisadel College 2001 — 2004
Fidelity Investments March 2013 - Present
Leaders World International January 2009 - Present
Trinity Throneroom International Ministries August 2004 - Present
Dallas Baptist University - Account Receivables September 2011 - December 2012
Gilead Homeopathic Clinic July 2010 - March 2011
Teriwhite Limited January 2008 - March 2011
Scripture Union, Ghana 2003 - 2004
Christ for the Nations Institute - Africa March 2000 - August 2003
Skills
Management Consulting, Leadership Development, Executive Coaching, Strategic Planning, Organizational..., Business Strategy, Change Management, Executive Development, Coaching, Program Management, Team Building, Business Planning, Organizational Design, Entrepreneurship, Christian Ministry, Christian Counseling, Project Planning, Research, Customer Service, Career Development, Public Speaking, Microsoft Office, Conflict Resolution, Staff Development, Higher Education, Recruiting, Management, Analysis, Budgets, Policy
Education
Dallas Baptist University 2011 — 2012
Master of Arts in Management, General Management
Graduate School of Governance and Leadership 2009 — 2010
Graduate Diploma, Human Resources Management and Services
Kwame Nkrumah' University of Science and Technology, Kumasi 2005 — 2009
Bachelor of Science, Natural Resource Management
Institute of Commercial Management- UK 2007 — 2008
Diploma, Human Resources Management and Services
Adisadel College 2001 — 2004
Heather Mannings Heather Mannings's Fidelity Investments Experience 2006 - December 2007
Job Human Resources Business Partner at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen 2011 - Present
Schneider Electric July 2010 - December 2011
Schneider Electric December 2007 - August 2010
Fidelity Investments 2006 - December 2007
MedSynergies October 2000 - January 2006
Luminant Worldwide 1999 - 2000
Skills
Human Resources, Employee Benefits, Outsourcing
Education
Texas Woman's University 2013 — 2015
Master of Business Administration (MBA)
Dallas Baptist University 2008 — 2010
Interdisciplinary Studies, Business and Management
AmerisourceBergen 2011 - Present
Schneider Electric July 2010 - December 2011
Schneider Electric December 2007 - August 2010
Fidelity Investments 2006 - December 2007
MedSynergies October 2000 - January 2006
Luminant Worldwide 1999 - 2000
Skills
Human Resources, Employee Benefits, Outsourcing
Education
Texas Woman's University 2013 — 2015
Master of Business Administration (MBA)
Dallas Baptist University 2008 — 2010
Interdisciplinary Studies, Business and Management
Gary Temple's Fidelity Investments Experience January 2012 - Present
Job Director IT Procurement Software Asset Management
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments October 2008 - June 2010
Fidelity Investments May 2006 - October 2008
Fidelity Investments March 1997 - May 2006
IBM June 1979 - March 1997
Skills
Certification in..., Enterprise Software, Software Asset..., Management, Vendor Management, Process Improvement, Program Management, Risk Management, Project Management, IT Procurement, Change Management, PMP, Outsourcing, Business Analysis, IT Service Management
Education
Dallas County Community College 1980 — 1984
Computer Science / Business Mgt
Fidelity Investments January 2012 - Present
Fidelity Investments October 2008 - June 2010
Fidelity Investments May 2006 - October 2008
Fidelity Investments March 1997 - May 2006
IBM June 1979 - March 1997
Skills
Certification in..., Enterprise Software, Software Asset..., Management, Vendor Management, Process Improvement, Program Management, Risk Management, Project Management, IT Procurement, Change Management, PMP, Outsourcing, Business Analysis, IT Service Management
Education
Dallas County Community College 1980 — 1984
Computer Science / Business Mgt
Laurie Streeter's Fidelity Investments Experience February 2014 - Present
Job Systems Services & Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
EveryNetwork June 2013 - January 2014
Fidelity Investments February 2007 - March 2013
National Standards Authority of Ireland February 2006 - April 2007
Mercury Computer Systems January 2006 - February 2006
Teradyne 1985 - 2004
Skills
Quality Assurance, HP Service Manager, Process Improvement, Business Analysis, Trading Systems, Cross-functional Team..., Project Management, Change Management, Vendor Management, Customer Service, Six Sigma, Visio, Product Development, Access, Troubleshooting, Bloomberg, Desktop Computers, Financial Technology, ITIL, Disaster Recovery, Management, IT Management, Technical Support, SharePoint, Software Project..., Requirements Analysis, Requirements Gathering, Integration, SDLC, PMP, IT Strategy, Software Documentation, Systems Analysis, Information Technology, Data Center, IT Operations, Program Management, Agile Methodologies, Business Intelligence, Business Process..., PMO, Software Development, IT Service Management, Unix, Risk Management, Testing, Enterprise Architecture, Oracle, SQL
Education
Daniel Webster College 1998 — 2002
Bachelor of Science (BS), Information Technology, 3.61
Southern NH University
Fidelity Investments February 2014 - Present
EveryNetwork June 2013 - January 2014
Fidelity Investments February 2007 - March 2013
National Standards Authority of Ireland February 2006 - April 2007
Mercury Computer Systems January 2006 - February 2006
Teradyne 1985 - 2004
Skills
Quality Assurance, HP Service Manager, Process Improvement, Business Analysis, Trading Systems, Cross-functional Team..., Project Management, Change Management, Vendor Management, Customer Service, Six Sigma, Visio, Product Development, Access, Troubleshooting, Bloomberg, Desktop Computers, Financial Technology, ITIL, Disaster Recovery, Management, IT Management, Technical Support, SharePoint, Software Project..., Requirements Analysis, Requirements Gathering, Integration, SDLC, PMP, IT Strategy, Software Documentation, Systems Analysis, Information Technology, Data Center, IT Operations, Program Management, Agile Methodologies, Business Intelligence, Business Process..., PMO, Software Development, IT Service Management, Unix, Risk Management, Testing, Enterprise Architecture, Oracle, SQL
Education
Daniel Webster College 1998 — 2002
Bachelor of Science (BS), Information Technology, 3.61
Southern NH University
Patricia Page's Fidelity Investments Experience 2007 - 2009
Job Vice President, Global Wealth and Investing Marketing, Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch January 2011 - Present
Sun Life Financial 2009 - February 2011
Fidelity Investments 2007 - 2009
Liberty Mutual 2003 - 2007
Liberty Life Assurance Company of Boston 1998 - 2003
Skills
Strategy, Project Management, Marketing Strategy, Branding & Identity, Relationship Management, Financial Services, Marketing Communications, Client Development, Collaboration, Leadership, Crisis Management, Vendor Management, B2B Marketing, B2C marketing, B2B2C, Risk Management, Corporate Communications, Written & Oral..., Event Management
Education
Daniel Webster College
BS, Business Management - Marketing
University of Notre Dame - Mendoza College of Business
CSSC
Bank of America Merrill Lynch January 2011 - Present
Sun Life Financial 2009 - February 2011
Fidelity Investments 2007 - 2009
Liberty Mutual 2003 - 2007
Liberty Life Assurance Company of Boston 1998 - 2003
Skills
Strategy, Project Management, Marketing Strategy, Branding & Identity, Relationship Management, Financial Services, Marketing Communications, Client Development, Collaboration, Leadership, Crisis Management, Vendor Management, B2B Marketing, B2C marketing, B2B2C, Risk Management, Corporate Communications, Written & Oral..., Event Management
Education
Daniel Webster College
BS, Business Management - Marketing
University of Notre Dame - Mendoza College of Business
CSSC
Charles Musson CFP®'s Fidelity Investments Experience October 2008 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Fidelity Investments March 2006 - May 2008
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Retirement Planning, Investments, Relationship Management, Wealth Management, Securities, Portfolio Management, Retirement, Strategic Financial..., Financial Analysis, Equities, Risk Management
Education
Daniel Webster College 2007 — 2011
Bachelor of Applied Science (BASc), Organizational Management, GPA 3.74
Fidelity Investments October 2008 - Present
Fidelity Investments March 2006 - May 2008
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Retirement Planning, Investments, Relationship Management, Wealth Management, Securities, Portfolio Management, Retirement, Strategic Financial..., Financial Analysis, Equities, Risk Management
Education
Daniel Webster College 2007 — 2011
Bachelor of Applied Science (BASc), Organizational Management, GPA 3.74
Charlie Sayers's Fidelity Investments Experience October 1995 - May 1997
Job Owner, Sayers Consulting Services, Inc.
Industry Information Technology and Services
Experience
Putnam Investments July 1997 - September 2014
Fidelity Investments October 1995 - May 1997
Lotus Development 1993 - October 1995
Chalet Susse International 1989 - 1993
Digital Equipment Corporation 1979 - 1989
Skills
Application Architecture, Analysis, Application Development, Informatica, Oracle SQL, JBoss, Java, JBoss Seam, Red Hat Linux, PL/SQL, Oracle, VMS, DCL, C, COBOL, Visual Basic, AutoCAD, Autosys, IT Management, Programming, Web Applications, Web Development, Contract Negotiation, Contract Management, MySQL, MySQL database design, Database Design, Project Planning, Project Implementation, Software Project..., Unix, Databases, Visio, SOA, Business Intelligence
Education
Daniel Webster College
Putnam Investments July 1997 - September 2014
Fidelity Investments October 1995 - May 1997
Lotus Development 1993 - October 1995
Chalet Susse International 1989 - 1993
Digital Equipment Corporation 1979 - 1989
Skills
Application Architecture, Analysis, Application Development, Informatica, Oracle SQL, JBoss, Java, JBoss Seam, Red Hat Linux, PL/SQL, Oracle, VMS, DCL, C, COBOL, Visual Basic, AutoCAD, Autosys, IT Management, Programming, Web Applications, Web Development, Contract Negotiation, Contract Management, MySQL, MySQL database design, Database Design, Project Planning, Project Implementation, Software Project..., Unix, Databases, Visio, SOA, Business Intelligence
Education
Daniel Webster College
Cathy Dumais's Fidelity Investments Experience May 1998 - Present
Job Benefits Manager
Industry Human Resources
Experience
Fidelity Investments May 1998 - Present
Education
Daniel Webster College 2000 — 2002
Bachelors, Organizational Management
Rivier College 1995 — 2000
Associate of Science, Business Administration
Fidelity Investments May 1998 - Present
Education
Daniel Webster College 2000 — 2002
Bachelors, Organizational Management
Rivier College 1995 — 2000
Associate of Science, Business Administration
Heather Craven Carroll's Fidelity Investments Experience September 2006 - August 2009
Job Experienced Business and Systems Analyst
Industry Human Resources
Experience
Fidelity Investments September 2006 - August 2009
Fidelity Investments March 2004 - September 2006
Fidelity Investments January 2001 - March 2004
Skills
Business Analysis, Change Management, Performance Management, Leadership, Talent Management, Data Analysis, Project Management, Outsourcing, SDLC, Management, Requirements Analysis, Business Strategy, Human Resources, Program Management, Process Improvement, Consulting
Education
Daniel Webster College 2003 — 2005
MBA
Saint Anselm College 1997 — 2001
BS, Computer Science
Fidelity Investments September 2006 - August 2009
Fidelity Investments March 2004 - September 2006
Fidelity Investments January 2001 - March 2004
Skills
Business Analysis, Change Management, Performance Management, Leadership, Talent Management, Data Analysis, Project Management, Outsourcing, SDLC, Management, Requirements Analysis, Business Strategy, Human Resources, Program Management, Process Improvement, Consulting
Education
Daniel Webster College 2003 — 2005
MBA
Saint Anselm College 1997 — 2001
BS, Computer Science
Brandon Messier's Fidelity Investments Experience July 2010 - April 2011
Job In training
Industry Airlines/Aviation
Experience
Southern New Hampshire April 2011 - Present
Fidelity Investments July 2010 - April 2011
New Hampshire Liquor Commission August 2009 - December 2010
Daniel Webster College August 2005 - May 2010
Education
Daniel Webster College 2005 — 2007
MBA, Business Management
Daniel Webster College 2001 — 2007
Southern New Hampshire April 2011 - Present
Fidelity Investments July 2010 - April 2011
New Hampshire Liquor Commission August 2009 - December 2010
Daniel Webster College August 2005 - May 2010
Education
Daniel Webster College 2005 — 2007
MBA, Business Management
Daniel Webster College 2001 — 2007
Dana W. Johnson's Fidelity Investments Experience February 2004 - February 2006
Job IT Project Manager at Homesite Insurance Group
Industry Insurance
Experience
Homesite Insurance 2012 - Present
RBS Citizens October 2011 - October 2012
Banc of America Investments February 2006 - February 2009
Fidelity Investments February 2004 - February 2006
National Financial Services February 2000 - February 2004
Fidelity Investments August 1996 - February 2000
Skills
Analysis, Investments, Management, Process Improvement
Education
Daniel Webster College 1991 — 1995
BS, Aviation Management
Homesite Insurance 2012 - Present
RBS Citizens October 2011 - October 2012
Banc of America Investments February 2006 - February 2009
Fidelity Investments February 2004 - February 2006
National Financial Services February 2000 - February 2004
Fidelity Investments August 1996 - February 2000
Skills
Analysis, Investments, Management, Process Improvement
Education
Daniel Webster College 1991 — 1995
BS, Aviation Management
Myron Dewoody's Fidelity Investments Experience August 2015 - Present
Job IWS Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade February 2012 - October 2012
TD Ameritrade March 2010 - February 2012
Fidelity Investments July 2007 - March 2010
Fidelity Investments 1993 - 2010
Skills
Series 63, Series 24, Uniform Combined State..., Retirement Planning, Asset Allocation, High Net Worth...
Education
Dallas County Community College 1985 — 1990
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade February 2012 - October 2012
TD Ameritrade March 2010 - February 2012
Fidelity Investments July 2007 - March 2010
Fidelity Investments 1993 - 2010
Skills
Series 63, Series 24, Uniform Combined State..., Retirement Planning, Asset Allocation, High Net Worth...
Education
Dallas County Community College 1985 — 1990
Beatrice Smith's Fidelity Investments Experience October 1999 - October 2002
Job Logistics, Scheduler, Planner at Ball Corporation
Industry Packaging and Containers
Experience
Ball Corporation March 2013 - Present
Ball March 2009 - February 2013
Ball February 2007 - March 2009
Fidelity Investments October 1999 - October 2002
Principal Financial Group 1995 - 1999
Principal Financial Group 1992 - 1994
Principal Financial Group 1978 - 1991
Skills
Team Building, Pensions, Microsoft Office, Process Improvement, Leadership, Budgets, Payroll
Education
Dallas Baptist University 2007 — 2012
BA, Business Studies
Grand View College 1976 — 1978
AA, Business Administration
Ball Corporation March 2013 - Present
Ball March 2009 - February 2013
Ball February 2007 - March 2009
Fidelity Investments October 1999 - October 2002
Principal Financial Group 1995 - 1999
Principal Financial Group 1992 - 1994
Principal Financial Group 1978 - 1991
Skills
Team Building, Pensions, Microsoft Office, Process Improvement, Leadership, Budgets, Payroll
Education
Dallas Baptist University 2007 — 2012
BA, Business Studies
Grand View College 1976 — 1978
AA, Business Administration
Jessica Krivicich's Fidelity Investments Experience March 2006 - Present
Job Attorney
Industry Law Practice
Experience
Fidelity Investments March 2006 - Present
Griffin & Owen, P.C. / Streamline Settlement Services, LLC June 2001 - February 2006
Education
Massachusetts School of Law 2005 — 2008
J.D.
Daniel Webster College 2003 — 2005
Fidelity Investments March 2006 - Present
Griffin & Owen, P.C. / Streamline Settlement Services, LLC June 2001 - February 2006
Education
Massachusetts School of Law 2005 — 2008
J.D.
Daniel Webster College 2003 — 2005
Salvatore Spirito, Jr's Fidelity Investments Experience August 1996 - August 2000
Job Principal EDI Analyst/Developer Genzyme/Sanofi
Industry Biotechnology
Experience
Genzyme / Sanofi April 2008 - Present
UniFirst Corporation August 2000 - April 2008
Fidelity Investments August 1996 - August 2000
Skills
Website Development, IBM Sterling Integrator, EDI, Systems Analysis, Domain Registration, Web Hosting, Databases
Education
Daniel Webster College 1986 — 1991
BS
Genzyme / Sanofi April 2008 - Present
UniFirst Corporation August 2000 - April 2008
Fidelity Investments August 1996 - August 2000
Skills
Website Development, IBM Sterling Integrator, EDI, Systems Analysis, Domain Registration, Web Hosting, Databases
Education
Daniel Webster College 1986 — 1991
BS
Carl Dahlquist's Fidelity Investments Experience August 2004 - December 2008
Job Advisor, Application Development at CVS Caremark
Industry Information Technology and Services
Experience
CVS Caremark March 2014 - Present
CVS Caremark February 2009 - March 2014
Fidelity Investments August 2004 - December 2008
National Association for the Self Employed March 2003 - August 2004
Ganymede Technology July 2000 - March 2003
FM Global August 1994 - June 2000
Arkwright 1988 - 1991
Aquidneck Management Assoc 1986 - 1988
Skills
SDLC, Requirements Analysis, Oracle, Data Warehousing, SQL, Databases, Software Documentation, Software Development, Access, Testing, Systems Analysis, Quality Assurance, Data Analysis, Business Requirements, Analysis, Business Analysis, Visual Basic, PL/SQL, Cross-functional Team..., Visio, Test Planning, Management, Requirements Gathering, SharePoint, Software Project..., Vendor Management, Business Process, Outsourcing, Integration, ETL, MS Project
Education
Daniel Webster College 1981 — 1985
BSCS
CVS Caremark March 2014 - Present
CVS Caremark February 2009 - March 2014
Fidelity Investments August 2004 - December 2008
National Association for the Self Employed March 2003 - August 2004
Ganymede Technology July 2000 - March 2003
FM Global August 1994 - June 2000
Arkwright 1988 - 1991
Aquidneck Management Assoc 1986 - 1988
Skills
SDLC, Requirements Analysis, Oracle, Data Warehousing, SQL, Databases, Software Documentation, Software Development, Access, Testing, Systems Analysis, Quality Assurance, Data Analysis, Business Requirements, Analysis, Business Analysis, Visual Basic, PL/SQL, Cross-functional Team..., Visio, Test Planning, Management, Requirements Gathering, SharePoint, Software Project..., Vendor Management, Business Process, Outsourcing, Integration, ETL, MS Project
Education
Daniel Webster College 1981 — 1985
BSCS
Shilpy Punjabi's Fidelity Investments Experience August 2005 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Daniel Webster College June 2007 - Present
Fidelity Investments August 2005 - Present
Fidelity Investments - Fixed Income Technology May 2001 - August 2005
Skills
Windows, Program Management, Business Analysis, Software Documentation, Visio, VMware, Software Project..., Change Management, Project Management, SDLC, Vendor Management, Process Improvement, Requirements Analysis, Requirements Gathering, Disaster Recovery, Systems Analysis, SharePoint, Analysis, IT Strategy, Integration, Manage Client...
Education
Daniel Webster College 2003 — 2005
MBA, Business Adminstration
Daniel Webster College 1998 — 2001
BS, Management Information Technology
Modern School 1984 — 1997
Daniel Webster College June 2007 - Present
Fidelity Investments August 2005 - Present
Fidelity Investments - Fixed Income Technology May 2001 - August 2005
Skills
Windows, Program Management, Business Analysis, Software Documentation, Visio, VMware, Software Project..., Change Management, Project Management, SDLC, Vendor Management, Process Improvement, Requirements Analysis, Requirements Gathering, Disaster Recovery, Systems Analysis, SharePoint, Analysis, IT Strategy, Integration, Manage Client...
Education
Daniel Webster College 2003 — 2005
MBA, Business Adminstration
Daniel Webster College 1998 — 2001
BS, Management Information Technology
Modern School 1984 — 1997
Brian D. Matlock's Fidelity Investments Experience May 2005 - December 2009
Job Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2013 - Present
LPL Financial October 2011 - April 2013
H.D. Vest Financial Services November 2010 - April 2011
Range Online Media an iProspect Co. May 2010 - August 2010
Fidelity Investments May 2005 - December 2009
Fidelity Investments August 1991 - April 2005
Skills
Personal Financial..., Investment Advisory, Tactical Asset..., Retirement Planning, Saving for Education, Tax Management, Gifting Strategies, Risk Management, Series 66, Series 7, Uniform Combined State..., Wealth Management, Mutual Funds, Strategic Financial..., Financial Services
Education
Texas A&M University - Mays Business School 1986 — 1991
BBA, Finance
LHHS 1983 — 1986
Dallas Theological Seminary
TD Ameritrade Institutional August 2013 - Present
LPL Financial October 2011 - April 2013
H.D. Vest Financial Services November 2010 - April 2011
Range Online Media an iProspect Co. May 2010 - August 2010
Fidelity Investments May 2005 - December 2009
Fidelity Investments August 1991 - April 2005
Skills
Personal Financial..., Investment Advisory, Tactical Asset..., Retirement Planning, Saving for Education, Tax Management, Gifting Strategies, Risk Management, Series 66, Series 7, Uniform Combined State..., Wealth Management, Mutual Funds, Strategic Financial..., Financial Services
Education
Texas A&M University - Mays Business School 1986 — 1991
BBA, Finance
LHHS 1983 — 1986
Dallas Theological Seminary
Michael Angelo Valdez's Fidelity Investments Experience February 1995 - February 2009
Job Source of Support Supervisor at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines December 2009 - Present
Fidelity Investments February 1995 - February 2009
Skills
Remedy, Customer Service, HP Openview, MS Office Suite, BMC Remedy, Incident Management, Microsoft Office, Networking, Software Documentation, Technical Support, Visio, Business Analysis, IT Operations, Requirements Analysis, Unix, Troubleshooting
Education
Dallas County Community College 2002 — 2007
Associates, Science
Southwest Airlines December 2009 - Present
Fidelity Investments February 1995 - February 2009
Skills
Remedy, Customer Service, HP Openview, MS Office Suite, BMC Remedy, Incident Management, Microsoft Office, Networking, Software Documentation, Technical Support, Visio, Business Analysis, IT Operations, Requirements Analysis, Unix, Troubleshooting
Education
Dallas County Community College 2002 — 2007
Associates, Science
Bridget Austin's Fidelity Investments Experience January 2010 - March 2013
Job Director of Data and Analytics at miEdge
Industry Computer Hardware
Experience
miEdge October 2014 - Present
miEdge May 2013 - October 2014
Fidelity Investments January 2010 - March 2013
Fidelity Investments April 2006 - December 2009
Fidelity Investments December 2003 - April 2006
Fidelity Investments April 2002 - December 2003
Skills
SQL, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, Business Analysis, SharePoint, Unix, Agile Methodologies, Software Documentation, Project Management, Process Improvement, Testing, Systems Analysis, Analysis, User Acceptance Testing, Microsoft Excel, SharePoint Designer, DB2, Security, Management, Vendor Management, PMP, Test Cases, Usability Testing, Regression Testing, MS Project, Customer Experience, Microsoft Office, Knowledge Sharing, Oracle SQL, Customer Service, Tableau, Veera, Data Analysis, Analytics
Education
Daniel Webster College 2002 — 2004
Bachelor of Science EXCEL Degree, Computer Technology
Hesser College 2000 — 2002
Associate Degree, Computer Support
miEdge October 2014 - Present
miEdge May 2013 - October 2014
Fidelity Investments January 2010 - March 2013
Fidelity Investments April 2006 - December 2009
Fidelity Investments December 2003 - April 2006
Fidelity Investments April 2002 - December 2003
Skills
SQL, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, Business Analysis, SharePoint, Unix, Agile Methodologies, Software Documentation, Project Management, Process Improvement, Testing, Systems Analysis, Analysis, User Acceptance Testing, Microsoft Excel, SharePoint Designer, DB2, Security, Management, Vendor Management, PMP, Test Cases, Usability Testing, Regression Testing, MS Project, Customer Experience, Microsoft Office, Knowledge Sharing, Oracle SQL, Customer Service, Tableau, Veera, Data Analysis, Analytics
Education
Daniel Webster College 2002 — 2004
Bachelor of Science EXCEL Degree, Computer Technology
Hesser College 2000 — 2002
Associate Degree, Computer Support
Andrew Alsobrook's Fidelity Investments Experience June 2014 - Present
Job Senior Facilitator (Inbound Sales) at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
North Fort Worth Alliance Soccer Association May 2008 - Present
Fidelity Investments January 2013 - June 2014
Fidelity Investments April 2011 - December 2012
Fidelity Investments May 2010 - April 2011
Fidelity Investments July 2007 - March 2010
Federal Mogul October 2001 - September 2005
Dayco Products October 1991 - September 2001
Skills
Retirement, Investments, Mutual Funds, 401k, Series 7, Coaching, Asset Allocation, Securities, Asset Managment, Series 66, Series 9, Series 10
Education
University of Central Oklahoma 1996 — 1999
Kilgore College 1990 — 1992
Dallas Baptist University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Fidelity Investments June 2014 - Present
North Fort Worth Alliance Soccer Association May 2008 - Present
Fidelity Investments January 2013 - June 2014
Fidelity Investments April 2011 - December 2012
Fidelity Investments May 2010 - April 2011
Fidelity Investments July 2007 - March 2010
Federal Mogul October 2001 - September 2005
Dayco Products October 1991 - September 2001
Skills
Retirement, Investments, Mutual Funds, 401k, Series 7, Coaching, Asset Allocation, Securities, Asset Managment, Series 66, Series 9, Series 10
Education
University of Central Oklahoma 1996 — 1999
Kilgore College 1990 — 1992
Dallas Baptist University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Nedra High, CEBS's Fidelity Investments Experience July 2000 - June 2003
Job Client Services Manager at Milliman
Industry Financial Services
Experience
Milliman February 2012 - Present
Clark Consulting August 2007 - December 2011
Clark Consulting June 2003 - August 2007
Fidelity Investments July 2000 - June 2003
Aon Hewitt October 1998 - July 2000
Skills
Defined Benefit, Employee Benefits, Benefits, 401k, Retirement, Insurance, Compliance, Pensions, Benefits Administration, Deferred Compensation, Customer Relations, Account Management, Customer Service, Series 6, Plan Administration
Education
Dallas Baptist University
Bachelor, Business Administration/Management
Milliman February 2012 - Present
Clark Consulting August 2007 - December 2011
Clark Consulting June 2003 - August 2007
Fidelity Investments July 2000 - June 2003
Aon Hewitt October 1998 - July 2000
Skills
Defined Benefit, Employee Benefits, Benefits, 401k, Retirement, Insurance, Compliance, Pensions, Benefits Administration, Deferred Compensation, Customer Relations, Account Management, Customer Service, Series 6, Plan Administration
Education
Dallas Baptist University
Bachelor, Business Administration/Management
Johnny Shaw's Fidelity Investments Experience January 1997 - July 1999
Job District Manager
Industry Financial Services
Experience
H & R Block June 2009 - Present
Fidelity Investments January 1997 - July 1999
Education
Dallas Baptist University 1992 — 1996
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
H & R Block June 2009 - Present
Fidelity Investments January 1997 - July 1999
Education
Dallas Baptist University 1992 — 1996
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Sharon Lawton's Fidelity Investments Experience February 2006 - Present
Job Change Order Analyst at Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Fidelity Investments February 2006 - Present
Fidelity Investments March 2005 - February 2006
Fidelity Investments December 2003 - February 2005
Fidelity Investments February 2000 - December 2003
Fidelity Investments June 1999 - February 2000
Fidelity Investments October 1998 - June 1999
Putnam Investments 1997 - 1998
Sun Life Financial 1977 - 1986
Education
Daniel Webster College 1984 — 1987
BS, Business, Computer Systems
Fidelity Investments February 2006 - Present
Fidelity Investments March 2005 - February 2006
Fidelity Investments December 2003 - February 2005
Fidelity Investments February 2000 - December 2003
Fidelity Investments June 1999 - February 2000
Fidelity Investments October 1998 - June 1999
Putnam Investments 1997 - 1998
Sun Life Financial 1977 - 1986
Education
Daniel Webster College 1984 — 1987
BS, Business, Computer Systems
David Penney's Fidelity Investments Experience June 2011 - May 2014
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments June 2011 - May 2014
ASG Software Solutions April 2010 - April 2011
Fidelity Investments March 2006 - October 2008
PC Connection March 2005 - February 2006
Fidelity Investments March 2003 - January 2005
Compaq December 1999 - December 2002
Fidelity Investments June 1999 - November 1999
Fidelity Investments June 1998 - April 1999
Keyfile September 1997 - May 1998
Skills
Quality Assurance, Perl, Programming, C++, Databases, Visual Basic, QTP, SDLC, Requirements Analysis, WinRunner, Agile Methodologies, Unix, SQL, Oracle, Java
Education
University of Massachusetts Lowell 2008 — 2008
Programming Language
University of New Hampshire 1988 — 1992
B.A., Mathematics
Daniel Webster College
Windows Programming Certificate
Daniel Webster College
UNIX Certificate
Fidelity Investments June 2011 - May 2014
ASG Software Solutions April 2010 - April 2011
Fidelity Investments March 2006 - October 2008
PC Connection March 2005 - February 2006
Fidelity Investments March 2003 - January 2005
Compaq December 1999 - December 2002
Fidelity Investments June 1999 - November 1999
Fidelity Investments June 1998 - April 1999
Keyfile September 1997 - May 1998
Skills
Quality Assurance, Perl, Programming, C++, Databases, Visual Basic, QTP, SDLC, Requirements Analysis, WinRunner, Agile Methodologies, Unix, SQL, Oracle, Java
Education
University of Massachusetts Lowell 2008 — 2008
Programming Language
University of New Hampshire 1988 — 1992
B.A., Mathematics
Daniel Webster College
Windows Programming Certificate
Daniel Webster College
UNIX Certificate
Richard Tijerina's Fidelity Investments Experience April 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2013 - Present
Fidelity Investments April 2012 - September 2013
Comerica Bank November 2010 - April 2012
Wells Fargo Financial August 2006 - January 2009
Texas Federal Credit Union June 2006 - August 2006
Skills
Customer Service, Coaching, Excel, Negotiation, Microsoft Office, Lotus Notes, Fund Accounting, Team Leadership
Education
University of North Texas 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Dallas County Community College 2003 — 2009
Associate of Arts and Sciences (AAS), Business
Fidelity Investments April 2015 - Present
Fidelity Investments September 2013 - Present
Fidelity Investments April 2012 - September 2013
Comerica Bank November 2010 - April 2012
Wells Fargo Financial August 2006 - January 2009
Texas Federal Credit Union June 2006 - August 2006
Skills
Customer Service, Coaching, Excel, Negotiation, Microsoft Office, Lotus Notes, Fund Accounting, Team Leadership
Education
University of North Texas 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Dallas County Community College 2003 — 2009
Associate of Arts and Sciences (AAS), Business
Doyle Skipper's Fidelity Investments Experience April 1994 - February 2009
Job Manager CICS Support at Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas July 2012 - Present
JC Penney December 2009 - June 2012
Anita Anderson & Associates June 2009 - November 2009
Fidelity Investments April 1994 - February 2009
TXU 1990 - 1994
TXU 1990 - 1994
Skills
z/OS, Mainframe, IBM Mainframe, MVS, COBOL, TSO, DB2, VSAM, CICS, Data Center, AIX, Performance Tuning, Vendor Management, SAS, Disaster Recovery, Enterprise Architecture, Management, Data Warehousing, Databases, IBM AIX, ISPF, ITIL, Infrastructure, JCL, Operating Systems, REXX, SDLC, Software Development, Storage, Requirements Gathering, Unix, Visio, Websphere
Education
Dallas Baptist University 1996 — 1998
BA, Management Information System
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas July 2012 - Present
JC Penney December 2009 - June 2012
Anita Anderson & Associates June 2009 - November 2009
Fidelity Investments April 1994 - February 2009
TXU 1990 - 1994
TXU 1990 - 1994
Skills
z/OS, Mainframe, IBM Mainframe, MVS, COBOL, TSO, DB2, VSAM, CICS, Data Center, AIX, Performance Tuning, Vendor Management, SAS, Disaster Recovery, Enterprise Architecture, Management, Data Warehousing, Databases, IBM AIX, ISPF, ITIL, Infrastructure, JCL, Operating Systems, REXX, SDLC, Software Development, Storage, Requirements Gathering, Unix, Visio, Websphere
Education
Dallas Baptist University 1996 — 1998
BA, Management Information System
Christine Noell's Fidelity Investments Experience November 2006 - January 2009
Job Systems Coordinator at UCONN HEALTH
Industry Financial Services
Experience
UCONN HEALTH July 2011 - Present
Univeristy of Connecticut Health Center October 2010 - July 2011
Fidelity Investments November 2006 - January 2009
Southern New Hampshire Medical Center January 1999 - November 2006
Education
Daniel Webster College 2001 — 2002
Certificate, Web Design
UCONN HEALTH July 2011 - Present
Univeristy of Connecticut Health Center October 2010 - July 2011
Fidelity Investments November 2006 - January 2009
Southern New Hampshire Medical Center January 1999 - November 2006
Education
Daniel Webster College 2001 — 2002
Certificate, Web Design
Derek Trammell's Fidelity Investments Experience December 2000 - Present
Job Director Advanced Network Support at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2000 - Present
Fidelity Investments July 2008 - December 2011
Fidelity Investments March 2005 - July 2008
C & K Concrete Construction Inc. August 2004 - March 2005
Electronic Data Systems June 1995 - July 2000
Skills
Routers, Network Administration, Networking, Disaster Recovery, Data Center, Vendor Management
Education
Richland Junior College 1986 — 1988
Data Center Development Program Phase I & Phase II, Business
Fidelity Investments December 2000 - Present
Fidelity Investments July 2008 - December 2011
Fidelity Investments March 2005 - July 2008
C & K Concrete Construction Inc. August 2004 - March 2005
Electronic Data Systems June 1995 - July 2000
Skills
Routers, Network Administration, Networking, Disaster Recovery, Data Center, Vendor Management
Education
Richland Junior College 1986 — 1988
Data Center Development Program Phase I & Phase II, Business
Christina Burnham's Fidelity Investments Experience 2005 - October 2009
Job Research Engineer at Skain
Industry Information Technology and Services
Experience
Skaion March 2015 - Present
NuView Systems January 2013 - Present
Fidelity Investments 2005 - October 2009
Skills
C#, Java, SQL, Software Development, ASP.NET, SDLC, Software Project..., Databases, .NET, XML, Agile Methodologies, Web Services, Visual Studio, AJAX, SOA
Education
Rivier University 2005 — 2007
Master's Degree
Daniel Webster College
Masters Computer Science
University of Maine
Bachelor’s Degree
Skaion March 2015 - Present
NuView Systems January 2013 - Present
Fidelity Investments 2005 - October 2009
Skills
C#, Java, SQL, Software Development, ASP.NET, SDLC, Software Project..., Databases, .NET, XML, Agile Methodologies, Web Services, Visual Studio, AJAX, SOA
Education
Rivier University 2005 — 2007
Master's Degree
Daniel Webster College
Masters Computer Science
University of Maine
Bachelor’s Degree
Christine Rotenberg's Fidelity Investments Experience April 2005 - February 2009
Job Owner at Mimi's Kids Closet
Industry Computer Software
Experience
Mimi's Kids Closet August 2009 - Present
Fidelity Investments April 2005 - February 2009
Fidelity Investments April 2003 - December 2004
Oxford Health Plans April 1998 - December 2000
Skills
SDLC, Software Documentation, Business Analysis, Program Management, Process Improvement, Cross-functional Team..., Project Management, Management, Leadership, Oracle, SQL, Software Development, Operations Management, Project Planning, Systems Analysis, Business Development
Education
Daniel Webster College
Information Systems
Mimi's Kids Closet August 2009 - Present
Fidelity Investments April 2005 - February 2009
Fidelity Investments April 2003 - December 2004
Oxford Health Plans April 1998 - December 2000
Skills
SDLC, Software Documentation, Business Analysis, Program Management, Process Improvement, Cross-functional Team..., Project Management, Management, Leadership, Oracle, SQL, Software Development, Operations Management, Project Planning, Systems Analysis, Business Development
Education
Daniel Webster College
Information Systems
Brian Pelletier's Fidelity Investments Experience September 2012 - Present
Job Financial Associate II
Industry Information Technology and Services
Experience
Fidelity Investments September 2012 - Present
The Home Depot July 2012 - September 2012
Vip Auto September 2009 - January 2012
Fidelity Investments 2001 - 2009
Fidelity Investments 2000 - 2001
Fidelity Investments 1996 - 2000
Nashua Corporation 1977 - 1995
Skills
Financial Services, Mutual Funds, Microsoft Office, Windows, Project Management, Customer Service, Kaizen, Invoicing, Coaching, Team Leadership, Automotive, Program Management, Operations Management, Vendor Management, Sales
Education
Daniel Webster College 1986 — 1988
BS, Business Management
NHTI, Concord's Community College 1980 — 1983
AS, Accounting
NHTI, Concord's Community College 1980 — 1983
Certificate, Small Business Management
Fidelity Investments September 2012 - Present
The Home Depot July 2012 - September 2012
Vip Auto September 2009 - January 2012
Fidelity Investments 2001 - 2009
Fidelity Investments 2000 - 2001
Fidelity Investments 1996 - 2000
Nashua Corporation 1977 - 1995
Skills
Financial Services, Mutual Funds, Microsoft Office, Windows, Project Management, Customer Service, Kaizen, Invoicing, Coaching, Team Leadership, Automotive, Program Management, Operations Management, Vendor Management, Sales
Education
Daniel Webster College 1986 — 1988
BS, Business Management
NHTI, Concord's Community College 1980 — 1983
AS, Accounting
NHTI, Concord's Community College 1980 — 1983
Certificate, Small Business Management
Bob Sweezy's Fidelity Investments Experience December 1985 - May 1991
Job Retired
Industry Banking
Experience
Eastern Bank May 2001 - November 2012
Fleet Bank May 1993 - May 2000
Fidelity Investments December 1985 - May 1991
Skills
Retirement Planning, Financial Planning, Asset Allocation, Strategic Financial..., Wealth Management, Investments
Education
Northeastern University 1982 — 1984
BS, Summa Cum Laude, Business, Computer Science
Daniel Webster College 1970 — 1972
AS, Aviation Admin (ATC)
Oneida High School 1967 — 1970
New York State Regents, College Prep
Eastern Bank May 2001 - November 2012
Fleet Bank May 1993 - May 2000
Fidelity Investments December 1985 - May 1991
Skills
Retirement Planning, Financial Planning, Asset Allocation, Strategic Financial..., Wealth Management, Investments
Education
Northeastern University 1982 — 1984
BS, Summa Cum Laude, Business, Computer Science
Daniel Webster College 1970 — 1972
AS, Aviation Admin (ATC)
Oneida High School 1967 — 1970
New York State Regents, College Prep
Christopher Grossi's Fidelity Investments Experience March 2015 - Present
Job Interface Analyst Team Lead at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments January 2014 - Present
Fidelity Investments January 2011 - January 2014
Fidelity Investments February 2009 - January 2011
Fidelity Investments July 2007 - February 2009
Fidelity Investments October 2005 - July 2007
Fidelity Investments January 2005 - October 2005
Skills
Employee Benefits, Data Analysis, Analysis
Education
Daniel Webster College 1995 — 2001
Bachelor of Science, Aviation Management and Aviation Flight Operations
Fidelity Investments March 2015 - Present
Fidelity Investments January 2014 - Present
Fidelity Investments January 2011 - January 2014
Fidelity Investments February 2009 - January 2011
Fidelity Investments July 2007 - February 2009
Fidelity Investments October 2005 - July 2007
Fidelity Investments January 2005 - October 2005
Skills
Employee Benefits, Data Analysis, Analysis
Education
Daniel Webster College 1995 — 2001
Bachelor of Science, Aviation Management and Aviation Flight Operations
Courtney Washington's Fidelity Investments Experience September 1998 - March 2001
Job Independent Insurance Professional
Industry Insurance
Experience
Independent Insurance Professional May 2008 - Present
Self Employed May 2009 - December 2009
Coventry Health Care of Kansas (CHC) October 2005 - May 2008
Self-Employed March 2003 - November 2003
Verizon March 2003 - November 2003
Fidelity Investments September 1998 - March 2001
First USA Bank March 1997 - September 1998
Citicorp March 1991 - July 1995
Education
Dallas Baptist University
Bachelor's, Business Studies; management
Independent Insurance Professional May 2008 - Present
Self Employed May 2009 - December 2009
Coventry Health Care of Kansas (CHC) October 2005 - May 2008
Self-Employed March 2003 - November 2003
Verizon March 2003 - November 2003
Fidelity Investments September 1998 - March 2001
First USA Bank March 1997 - September 1998
Citicorp March 1991 - July 1995
Education
Dallas Baptist University
Bachelor's, Business Studies; management
Don Atchison's Fidelity Investments Experience 1986 - 2010
Job IT Supervisor Data Center Ops at City of Fort Worth
Industry Information Technology and Services
Experience
City of Fort Worth January 2014 - Present
Digital Matrix Systems November 2011 - January 2014
Fidelity Information Services January 1999 - June 2010
Fidelity Investments 1986 - 2010
Skills
Disaster Recovery, Data Center, Security, DNS, Firewalls, Troubleshooting, Networking, IT Operations, Technical Support, Mainframe, Software Installation, IP, Performance Tuning, Information Security, VMware, Integration, Operating Systems, IT Management, ITIL, Process Improvement, Business Analysis, Requirements Analysis, DB2, Incident Management, JCL, TCP/IP
Education
Dallas Baptist University
BBA, Management/Finance
SMU Mid Management
City of Fort Worth January 2014 - Present
Digital Matrix Systems November 2011 - January 2014
Fidelity Information Services January 1999 - June 2010
Fidelity Investments 1986 - 2010
Skills
Disaster Recovery, Data Center, Security, DNS, Firewalls, Troubleshooting, Networking, IT Operations, Technical Support, Mainframe, Software Installation, IP, Performance Tuning, Information Security, VMware, Integration, Operating Systems, IT Management, ITIL, Process Improvement, Business Analysis, Requirements Analysis, DB2, Incident Management, JCL, TCP/IP
Education
Dallas Baptist University
BBA, Management/Finance
SMU Mid Management
Aimee Giglio's Fidelity Investments Experience 2005 - 2008
Job VP, Total Rewards at DartmouthHitchcock
Industry Hospital & Health Care
Experience
Dartmouth-Hitchcock March 2014 - Present
Dartmouth Hitchcock Medical Center 2010 - Present
Dartmouth Hitchcock Medical Center January 2010 - 2011
New Hampshire Retirement System 2008 - 2010
Fidelity Investments 2005 - 2008
Riverbend Community Mental Health 2001 - 2005
Skills
Benefits Administration, Human Resources, HRIS, Deferred Compensation, Recruiting, Leadership, Employee Relations, HIPAA, Staff Development, Employee Training, Organizational..., Workers Compensation, Hospitals, Team Building, Process Improvement, Organizational Design, Healthcare Management, Labor Relations, Hiring, HR Policies, Leadership Development, PeopleSoft, New Hire Orientations, Organizational..., Workforce Planning, Employee Benefits, Employee Engagement, Onboarding, Healthcare Information..., Healthcare, Performance Management, Talent Acquisition, Talent Management, Applicant Tracking..., Interviews, Personnel Management, Succession Planning, Career Development, Conflict Resolution, HR Consulting, Training, Performance Improvement, Management, Strategic Planning
Education
Daniel Webster College
Master of Business Administration (MBA)
Franklin Pierce University
Doctor of Arts, Leadership, in progress
Trinity College Vermont
Bachelor of Arts, Social Work
Dartmouth-Hitchcock March 2014 - Present
Dartmouth Hitchcock Medical Center 2010 - Present
Dartmouth Hitchcock Medical Center January 2010 - 2011
New Hampshire Retirement System 2008 - 2010
Fidelity Investments 2005 - 2008
Riverbend Community Mental Health 2001 - 2005
Skills
Benefits Administration, Human Resources, HRIS, Deferred Compensation, Recruiting, Leadership, Employee Relations, HIPAA, Staff Development, Employee Training, Organizational..., Workers Compensation, Hospitals, Team Building, Process Improvement, Organizational Design, Healthcare Management, Labor Relations, Hiring, HR Policies, Leadership Development, PeopleSoft, New Hire Orientations, Organizational..., Workforce Planning, Employee Benefits, Employee Engagement, Onboarding, Healthcare Information..., Healthcare, Performance Management, Talent Acquisition, Talent Management, Applicant Tracking..., Interviews, Personnel Management, Succession Planning, Career Development, Conflict Resolution, HR Consulting, Training, Performance Improvement, Management, Strategic Planning
Education
Daniel Webster College
Master of Business Administration (MBA)
Franklin Pierce University
Doctor of Arts, Leadership, in progress
Trinity College Vermont
Bachelor of Arts, Social Work
Adrian Alvizo's Fidelity Investments Experience 1998 - 2002
Job Experienced Field Service Technician Student at Richland College
Industry Electrical/Electronic Manufacturing
Experience
Daktronics 2004 - 2007
Fidelity Investments 1998 - 2002
Education
Dallas County Community College 2009 — 2011
Daktronics 2004 - 2007
Fidelity Investments 1998 - 2002
Education
Dallas County Community College 2009 — 2011
Joshua Robison's Fidelity Investments Experience March 2008 - Present
Job 401k Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
Texas A&M International University February 2006 - May 2006
Education
University of North Texas 2006 — 2010
Bachelor of Arts, Communication Studies
Dallas County Community College 2002 — 2004
Associates Degree, Arts
Texas A&M International University
Fidelity Investments March 2008 - Present
Texas A&M International University February 2006 - May 2006
Education
University of North Texas 2006 — 2010
Bachelor of Arts, Communication Studies
Dallas County Community College 2002 — 2004
Associates Degree, Arts
Texas A&M International University
Lobsang Avah, MBA's Fidelity Investments Experience March 2012 - Present
Job Founder and CEO at Salt & Light Ministries
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Salt & Light Ministries June 2011 - Present
Liberty Christian Fellowship July 2006 - Present
JPMorgan Chase April 2000 - March 2012
Skills
Fund Accounting, Fixed Income, Financial Analysis, Valuation, Bloomberg, Mutual Funds, Securities, Accounting, Investments, Financial Modeling, Financial Reporting, Equities, GAAP, Account Reconciliation, Financial Accounting, Derivatives, Banking, Cash Management, Financial Services, Global Custody, Hedge Funds, Portfolio Management
Education
Dallas Baptist University 2002 — 2004
Master of Business Administration (MBA), Accounting
DeVry University 1997 — 1999
Bachelor of Science (B.Sc.), Accounting
University of Ghana 1992 — 1994
Accounting
Fidelity Investments March 2012 - Present
Salt & Light Ministries June 2011 - Present
Liberty Christian Fellowship July 2006 - Present
JPMorgan Chase April 2000 - March 2012
Skills
Fund Accounting, Fixed Income, Financial Analysis, Valuation, Bloomberg, Mutual Funds, Securities, Accounting, Investments, Financial Modeling, Financial Reporting, Equities, GAAP, Account Reconciliation, Financial Accounting, Derivatives, Banking, Cash Management, Financial Services, Global Custody, Hedge Funds, Portfolio Management
Education
Dallas Baptist University 2002 — 2004
Master of Business Administration (MBA), Accounting
DeVry University 1997 — 1999
Bachelor of Science (B.Sc.), Accounting
University of Ghana 1992 — 1994
Accounting
Kaylon Wappes's Fidelity Investments Experience March 2014 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments August 2013 - Present
JC's T-Shirt Shack 2007 - August 2013
Education
Dallas Baptist University 2007 — 2013
Bachelor of Business Administration (BBA), Business Management
Fidelity Investments March 2014 - Present
Fidelity Investments August 2013 - Present
JC's T-Shirt Shack 2007 - August 2013
Education
Dallas Baptist University 2007 — 2013
Bachelor of Business Administration (BBA), Business Management
Gretta Johnson's Fidelity Investments Experience July 2007 - August 2012
Job Investment Operations Representative III
Industry Financial Services
Experience
Fidelity Investments July 2007 - August 2012
Fidelity Investments June 2003 - July 2007
Fidelity Investments May 2001 - June 2003
Fidelity Investments February 1998 - May 2001
Fidelity Investments July 1993 - February 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Data Analysis, Typing, Ten Key, PowerPoint, Portfolio Management, Consulting, Customer Service, Data Entry, Financial Risk, Investment Banking, Internet
Education
Dallas Baptist University
Bachelor's Degree, Business Administration and Management, General
David W. Carter
High School, General Studies
The University of Dallas
Master's Degree, Corporate Finance, 3.35
Fidelity Investments July 2007 - August 2012
Fidelity Investments June 2003 - July 2007
Fidelity Investments May 2001 - June 2003
Fidelity Investments February 1998 - May 2001
Fidelity Investments July 1993 - February 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Data Analysis, Typing, Ten Key, PowerPoint, Portfolio Management, Consulting, Customer Service, Data Entry, Financial Risk, Investment Banking, Internet
Education
Dallas Baptist University
Bachelor's Degree, Business Administration and Management, General
David W. Carter
High School, General Studies
The University of Dallas
Master's Degree, Corporate Finance, 3.35
Brett Pittman's Fidelity Investments Experience December 1993 - September 1995
Job Regional Vice President at Voya Investment Management
Industry
Experience
ING U.S. Investment Management March 2001 - Present
Van Eck Global Market Vectors ETFs January 1999 - March 2001
Wells Fargo Securities September 1995 - January 1999
Fidelity Investments December 1993 - September 1995
Northwest Bank February 1988 - December 1993
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Investments, Asset Management, Wealth Management, Retirement Planning, Financial Services
Education
Dallas Baptist University
Bachelor of Business Administration (B.B.A.), Finance, General
ING U.S. Investment Management March 2001 - Present
Van Eck Global Market Vectors ETFs January 1999 - March 2001
Wells Fargo Securities September 1995 - January 1999
Fidelity Investments December 1993 - September 1995
Northwest Bank February 1988 - December 1993
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Investments, Asset Management, Wealth Management, Retirement Planning, Financial Services
Education
Dallas Baptist University
Bachelor of Business Administration (B.B.A.), Finance, General
Ronald Majors's Fidelity Investments Experience November 2003 - December 2004
Job Accountant at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS December 2004 - Present
Fidelity Investments November 2003 - December 2004
CompUSA August 1999 - July 2003
Skills
Access, Microsoft Excel, Oracle Applications, BlackLine, Customer Service, Forecasting, Process Improvement, Inventory Control, Team Building, Microsoft Word, General Ledger, Customer Satisfaction, Microsoft Office, Retail, Financial Accounting, Operations Management, Sales, Team Leadership, Variance Analysis, Financial Analysis, Inventory Management, Payroll
Education
Dallas Baptist University 1986 — 1989
Woodrow Wilson High School 1982 — 1986
UPS December 2004 - Present
Fidelity Investments November 2003 - December 2004
CompUSA August 1999 - July 2003
Skills
Access, Microsoft Excel, Oracle Applications, BlackLine, Customer Service, Forecasting, Process Improvement, Inventory Control, Team Building, Microsoft Word, General Ledger, Customer Satisfaction, Microsoft Office, Retail, Financial Accounting, Operations Management, Sales, Team Leadership, Variance Analysis, Financial Analysis, Inventory Management, Payroll
Education
Dallas Baptist University 1986 — 1989
Woodrow Wilson High School 1982 — 1986
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank