Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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Fidelity Investments Employees
Fidelity Investments September 2014 - Present
Duquesne University August 2013 - August 2014
Duquesne University August 2013 - December 2013
Quest Recycling August 2012 - July 2013
Select Energy Services May 2010 - August 2012
Skills
Sustainability, PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Outlook, Project Management, Windows, Photoshop, Editing, Technical Writing, Integrated Bottom Line
Education
Duquesne University 2013 — 2014
Master of Business Administration (MBA), Sustainability Studies
University of North Texas 2007 — 2009
Bachelor of Arts (BA), English Language and Literature, General
Fidelity Investments June 2015 - Present
Wakefield Family Church Technology Team September 2011 - Present
Fidelity Investments June 2013 - June 2015
Fidelity Investments June 2011 - June 2013
City of Raleigh Parks and Recreation July 2003 - December 2011
Sheppard Memorial Library August 2010 - December 2010
Skills
HTML, C++, Java, Windows, C, PHP, SQL, Unix, Microsoft Office, XML, Leadership, HP Loadrunner, JavaScript, Oracle SQL, MySQL, Program Development, Event Planning, Coaching, Quality Assurance, Software Development, PL/SQL, Testing, SDLC, Software Requirements, Performance Testing, Teamwork, Troubleshooting, UML, Agile Methodologies, Public Speaking, Business Analysis, Requirements Gathering, Test Planning, Microsoft Excel, Customer Service, Test Cases, Requirements Analysis, Team Leadership, Manual Testing, Databases, Software Documentation, Project Management, Microsoft Word, Program Management, Social Media, Analysis, System Testing
Education
East Carolina University 2008 — 2012
B.S., Computer Science
Fidelity Investments December 2014 - Present
Veritude April 2012 - December 2014
Veritude, a Fidelity Investments Company March 2011 - April 2012
Fidelity Investments September 2010 - January 2011
Ace Mortgage Funding August 2008 - October 2008
Skills
Temporary Placement, Recruiting, Onboarding, Interviews, Staffing Services, Talent Acquisition, Temporary Staffing, Human Resources, Employee Benefits, Process Improvement, Applicant Tracking..., Contract Recruitment, Taleo, Talent Management, Account Management, HRIS, Hiring, Resume Writing, Screening Resumes, Benefits Negotiation, Benefits Administration, New Hire Orientations, Executive Search
Education
East Carolina University 2004 — 2008
Bachelor of Science, Business Administration - Marketing
Accenture October 2011 - Present
Accenture June 2011 - Present
Teach for America February 2009 - April 2009
Fidelity Investments February 2006 - February 2009
Bertucci's July 2000 - July 2006
Skills
Cross-functional Team..., Market Research, Business Strategy, Strategic Consulting, Marketing Communications, Competitive Analysis, Leadership, Strategy, Management Consulting, Sales
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Financial Analysis Concentration
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
MetLife November 2012 - Present
PNC September 2012 - December 2012
Liberty Mutual January 2007 - July 2012
Fidelity Investments August 2005 - January 2008
Skills
Insurance, Fixed Annuities, Health Insurance, Property & Casualty..., Life Insurance, Term Life Insurance, Disability Insurance, Underwriting, Homeowners, Universal Life, Whole Life, Sales, Umbrella Insurance, Casualty, Commercial Insurance, Customer Retention, Commercial Lines, Workers Compensation, Retirement Planning, Small Business, Renters, Motorcycle, Licensed Property &..., Liability, General Insurance, Casualty Insurance
Education
East Carolina University 2000 — 2005
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Fidelity Investments June 2015 - Present
Office of University Development at East Carolina Unversity August 2013 - May 2015
H&A Scientific, Inc. May 2014 - August 2014
Ralph Lauren June 2009 - July 2013
Skills
C++, Java, Object Oriented Design, Problem Solving, OS X, Windows, Python, SQL
Education
East Carolina University 2013 — 2015
Master of Science (MS), Computer Science
East Carolina University 2009 — 2013
Bachelor of Arts (BA), Computer Science, 3.8 GPA
Fidelity Investments April 2014 - Present
Skills
Customer Service, Public Speaking, Microsoft Office, Sales, Microsoft Excel, Coaching, Social Media, Research, Microsoft Word, Event Planning, Healthcare, Editing, Team Building, Marketing, Training, Leadership, PowerPoint, Management, Teaching, Social Media Marketing, Strategic Planning, Team Leadership, Public Relations, Project Management, Data Analysis, Budgets, Analysis, English, Project Planning, Business Development
Education
University of Vermont 1985 — 1989
Bachelor of Arts (B.A.), History
University of Maine at Presque Isle 1984 — 1985
Biology, General
Vermont Technical College 1982 — 1982
Electronics Technology
Durham Technical Community College
Pre-Nursing Studies, 3.8/4 thus far.
Utah Schools for the Deaf and the Blind April 2012 - Present
Western States Calibration June 2011 - November 2011
PIC Group September 2009 - February 2011
Fidelity Investments October 2005 - November 2006
Sears Holdings Corporation December 2002 - December 2003
Merchant's Tire July 1999 - May 2000
The Church of Jesus Christ of Latter-day Saints November 1994 - November 1996
Skills
Process Improvement, Troubleshooting, Ubuntu, Customer Service, Windows 7, Windows XP Pro, Inspection, Supervisory Skills, Testing, Technical Support, Microsoft Excel
Education
North Carolina State University 2004 — 2005
BA
East Carolina University 2003 — 2003
n/a
North Carolina State University 1997 — 2001
n/a
Cisco April 2015 - Present
Global Knowledge Training September 2013 - April 2015
IBM April 2013 - August 2013
IBM 2010 - 2013
IBM 2006 - 2008
Fidelity Investments 2005 - 2006
Skills
Partner Management, Financial Reporting, PMP, Classroom Management, Data Analysis, Learning Management..., Problem Solving, Project Management, Program Management, Coordinating Schedules, Financial Forecasting, Financial Analysis, Learning Management, Database Administration, Customer Service, Enterprise Software, Databases, Business Analysis, Management, Team Leadership, Training, CRM, Leadership, SharePoint, Solution Selling, Vendor Management, Salesforce.com, Cloud Computing, Sales Process, Business Development, Account Management
Education
University of North Carolina at Greensboro 1987 — 1991
Bachelor of Science (BS), Human Development and Family Studies, General / Information Systems
Durham Technical Community College 2004 — 2005
American Management Association Certificate Program, General Management
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney 2007 - February 2012
Merrill Lynch September 1999 - December 2006
Morgan Stanley January 1988 - June 1999
Skills
ITIL, Management, Fixed Income, IT Strategy, Leadership, Risk Management, Governance, Equities, Financial Services, Strategy, IT Service Management, Wealth Management, Vendor Management
Education
Durban Institute of Technology 1976 — 1979
Fidelity Investments 2010 - Present
Iron Sharpens Iron Ministry Inc January 2008 - Present
Galley Support Innovations 2013 - 2013
Iron sharpens Iron Ministry 2008 - 2012
FTD May 2006 - June 2010
Alltel Wireless January 1995 - June 2005
Skills
Project Management, Strategic Planning, SQL, Change Management, Java, Business Analysis, Vendor Management, Program Management, Troubleshooting, Requirements Analysis, Team Building, PowerPoint, Outsourcing, Account Management, Customer Service, Analysis, Software Development, Process Improvement, SDLC, Integration, Performance Management, Public Speaking, Training, Coaching, Management, Software Project..., Customer Satisfaction, PL/SQL, Windows, Quality Assurance, Operations Management, Team Leadership, Business Intelligence, Telecommunications, Recruiting, Project Planning
Education
Shelby State College 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Physiology, General, 3.8
East Arkansas Community College 1987 — 1989
Bachelor of Arts (B.A.), Psychology
SciQuest 2013 - Present
Robert Half Technology September 2013 - November 2013
Credit Suisse December 2012 - September 2013
Credit Suisse June 2011 - December 2012
Credit Suisse February 2010 - June 2011
Family Health International May 2009 - February 2010
Fidelity Investments September 2008 - February 2009
Fidelity Investments October 2006 - September 2008
Fidelity Investments September 2005 - October 2006
Fidelity Investments August 2003 - September 2005
Skills
VMware ESX, Business Analysis, SDLC, ITIL, SQL, Requirements Analysis, Data Warehousing, Unix, Software Documentation, Data Center, Databases, VMware, Technical Recruiting, Microsoft SQL Server, C#, VBA, Java, XML, Cold Calling, Software Development, Risk Management, Derivatives, Investment Banking, Fixed Income, Equities, Portfolio Management, Banking, Agile Methodologies, Conducting Interviews, Project Analysis, Software Integrations, Windows Server, Integration, Technical Support, Process Improvement, Visio, Vendor Management
Education
East Carolina University 1999 — 2003
Bachelor of Science Business Education, Information Technology
North Warren Regional 1993 — 1999
College Prep
Fidelity Investments 2012 - 2012
Skills
Extensive expertise in..., Skilled at initiating..., Forward thinker who...
Education
East Carolina University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Citi January 2015 - Present
Bloomin' Brands, Inc. December 2011 - November 2014
Bloomin' Brands, Inc. August 2011 - November 2011
Burger King Corporation July 2007 - August 2011
Burger King Corporation September 2004 - June 2007
National Commerce Financial Corporation (now SunTrust) July 2003 - August 2004
Fidelity Investments August 2002 - July 2003
International Business Machines (IBM) January 2001 - July 2002
International Business Machines (IBM) June 1998 - January 2001
Skills
Excel, Word, Compensation, Incentive Programs, Salary, Project Management, Management/Leadership, Deferred Compensation, Job Analysis, Microsoft Excel, Team Building, Human Resources, Microsoft Word, Leadership Development, Leadership, Personnel Management, Employee Benefits, Payroll, Compensation, HR Policies
Education
East Carolina University 1994 — 1998
Bachelors of Science, Business Administration - Human Resources Management
Fidelity Investments June 2015 - Present
Family Legacy Mental Heath Services Incorporated July 2013 - March 2015
REAL Crisis Center May 2012 - May 2013
Skills
Psychology, Mental Health, Crisis Intervention, Psychotherapy, Group Therapy, Clinical Research, Adolescents, CBT, Counseling Psychology, Social Services, Treatment, Case Management
Education
East Carolina University 2009 — 2013
Bachelor of Arts (B.A.), Arts & Sciences: Psychology
East Carolina University 2009 — 2013
Minor, Business Administration and Management, General
Weil, Gotshal & Manges LLP 2015 - Present
Shearman & Sterling LLP 2013 - 2015
Fidelity Investments 2007 - 2010
Skills
Private Equity, Asset Management, Private Equity Funding, Investment Management, Hedge Funds, Fund Of Funds, Derivatives, Structured Products, Financial Institutions, Securities Regulation
Education
Duke University School of Law 2010 — 2013
University of Central Florida
Fidelity Investments August 2013 - July 2015
East Carolina University January 2013 - May 2013
First Presbyterian Church August 2011 - May 2013
Vivid Women's Apparel April 2006 - June 2012
Little Caesars May 2010 - May 2012
Victoria's Secret May 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Fundraising, Time Management, Facebook, Social Networking, Data Entry, Sales, Leadership Development, Retail, Cashiering, Inventory Management, Teamwork, Leadership, Social Media Marketing, Management, Retail Sales
Education
East Carolina University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, Senior
East Carolina University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments January 2015 - Present
Carlton Software Solutions, LLC August 2014 - January 2015
Greenville Utilities Commission December 2013 - August 2014
Bojangles' Restaurants, Inc. March 2010 - August 2014
Skills
Objective-C, Xcode, Java, iOS Development, Client/server, REST, Eclipse, Oracle, C++, HTML, JavaScript, SQL, CSS, Databases, Linux, iOS, Programming
Education
East Carolina University 2010 — 2014
Bachelor of Science (B.S.), Computer Science, 3.15
PrecisionLender July 2012 - Present
Fidelity Investments April 2012 - July 2012
Credit Suisse July 2010 - April 2012
Food Lion May 2005 - April 2010
MBM Corporation May 2009 - December 2009
Skills
ASP.NET, C#, JavaScript, Java, jQuery, CSS, XML, SQL, HTML, Software Project..., Web Services, Software Development, Visual Studio, SDLC, Oracle, Web Development, .NET, Unix, Microsoft SQL Server, Databases
Education
East Carolina University 2008 — 2010
BS, Computer Science, 3.95
Nash Community College 2005 — 2008
AAS, Computer Engineering, 4.0
IBM 2015 - Present
East Carolina University January 2014 - July 2015
Fidelity Investments May 2014 - August 2014
Ken's Foods May 2012 - August 2012
Education
East Carolina University 2011 — 2015
Bachelor of Arts (B.A.), Computer Science
East Carolina University - College of Business 2011 — 2015
Bachelor of Science in Business Administration, Management Information Systems
Knightdale High School 2007 — 2011
High School Diploma
Roswell Park Cancer Institute November 2012 - Present
Fidelity Investments 2011 - 2012
Harris Beverages 2004 - 2011
Skills
Cisco Call Manager, Unified Communications, Cisco VoIP, Cisco Technologies, Active Directory, Windows Server, Troubleshooting, Healthcare Information..., Software Documentation, Servers, DNS, HIPAA, System Administration, Windows XP, Windows 7, Technical Support, Visio, VMware, Firewalls, Disaster Recovery, Linux
Education
Durham Technical Community College
Associate of Arts and Sciences (AAS), Networking Technologies
Universitatea Transilvania din Brașov
Bachelor of Science (BS)
State University of New York Empire State College
Bachelor's Degree
Merrill Lynch June 2013 - Present
Fidelity Investments May 2007 - June 2013
CitiStreet November 2001 - May 2007
Skills
Series 7, Leadership, Retirement, Benefits Administration, Employee Benefits, Investments, Series 63, Financial Services, FINRA, Benefits, series 9/10, series 66, CRM, Customer Service, Insurance, Project Management
Education
East Carolina University 1997 — 2001
B.S.B.A., Management Information Systems
Fidelity Investments January 2014 - Present
IBM November 2012 - January 2014
Macy's June 2008 - December 2011
Sharron's Luggage May 2007 - June 2008
Skills
Use Case Analysis, Database Management, ERD, SQL, PowerPoint, Outlook, Visio, Visual Studio, Filezilla, Visual Basic, Systems Analysis, Use Case, HTML, Sales, Access, Data Analysis, Databases, Database Admin, Microsoft Excel, Microsoft Word, Management, SharePoint, Customer Service, Software Documentation, Analysis, Project Planning
Education
East Carolina University 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General
East Carolina University - College of Business 2008 — 2012
BSBA, Management Information Systems, BSBA Management
May 2012East Carolina University College of Business
Business Management, Management Information Systems
Southeast Raleigh Magnet Highschool 2004 — 2008
High School
Wells Fargo Securities April 2015 - Present
Merrill Lynch March 2012 - April 2015
Fidelity Investments May 2011 - March 2012
JPMorgan Chase April 2010 - May 2011
Credit Suisse March 2007 - November 2009
Skills
DTC, Financial Software, Microsoft Office, Equities, Microsoft Excel, Financial Operations, Derivatives, Bloomberg, Trading, Fixed Income, Securities, Finance, Financial Services, Account Reconciliation, Investments, Mutual Funds, Series 63, Series 7, Training, Options, Middle Office, Settlement, Investment Banking, Financial Markets, Capital Markets, Corporate Actions, Back Office, Asset Allocation, FINRA, Bonds, ETFs, Equity Derivatives, Equity Trading
Education
East Carolina University - College of Business 2005 — 2006
B.S.B.A., Marketing
East Carolina University 1997 — 2001
Bachelor of Arts, Communications, Public Relations
Fidelity Investments May 2012 - Present
Fidelity Investments April 2008 - May 2012
Eaton Corp June 2007 - April 2008
East Carolina University January 2006 - May 2007
East Carolina University January 2006 - May 2007
GlaxoSmithKline June 2005 - August 2005
Skills
Linux, Process Improvement, Troubleshooting, Requirements Gathering, Networking, Research, UML, Six Sigma, SQL, SDLC, SharePoint, Teaching, Business Analysis, Windows Server, VMware
Education
East Carolina University 2005 — 2007
Master of Science Quality Systems, Technology Systems
East Carolina University 2001 — 2005
Bachelor of Science Information Systems, Information Technology
Fidelity Investments October 2013 - Present
Fidelity Investments October 2012 - October 2013
Fidelity Investments March 2009 - October 2012
Fidelity Investments February 2008 - March 2009
Fidelity Investments June 2007 - February 2008
Skills
Retirement, Series 7, Series 63, Analysis, Quality Assurance, Finance, Agile Methodologies, HP Quality Center, CRM, Retirement Planning
Education
East Carolina University 2002 — 2007
Bachelors, Business Administration & Finance
East Carolina University 2002 — 2007
Bachelor of Science, Business Administration; Finance
Sir Byron Laurent Style and Fashion Consulting 2011 - Present
Camden Property Trust March 2012 - Present
Drucker & Falk, LLC May 2009 - May 2012
Fidelity Investments 2010 - March 2012
SunTrust Bank 2007 - 2010
Skills
Fashion, Real Estate, Customer Service, Marketing, Outlook, Time Management, Budgets, QuickBooks, Microsoft Excel, Market Planning, Event Planning, Negotiation, PowerPoint, Training, Market Research, Retail, Apparel, Team Building, Sales, Styling, Public Speaking
Education
University of North Carolina at Greensboro 2015 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Durham Technical Community College 2011 — 2015
Bachelor of Business Administration (BBA), Marketing (Marketing Certification May 2015)
North Carolina A&T State University 2001 — 2006
Business Administration, Finance
Seeking New Role July 2015 - Present
The Glenmore Distillery June 2012 - July 2015
Lawrenceburg Distillers Indiana, LLC October 2010 - December 2011
Lawrenceburg Distillers Indiana, LLC June 2007 - October 2010
Bucyrus Precision Tech, Inc. October 2002 - March 2007
Fidelity Investments August 1999 - January 2002
Fidelity Investments June 1996 - August 1999
Skills
Employee/Labor Relations, Union Negotiations, Strategic Planning, Team Building, Process Improvement, Negotiation, Industrial Relations, Customer Satisfaction, Inventory Management, Employee Benefits, Executive Coaching, Manufacturing, Continuous Improvement, Business Planning, Leadership, Operations Management, Strategic Sourcing, Personnel Management, Organizational..., Human Resources, Risk Management, Logistics, Training, Performance Management, Automotive, Purchasing, Coaching, Change Management, Employee Relations, Sourcing, Recruiting, Onboarding, Organizational..., Employee Engagement, Talent Management, Deferred Compensation, Workforce Planning, Benefits Administration
Education
East Carolina University 1991 — 1994
MBA, Finance
Purdue University 1983 — 1987
BS, Management
U.S. Chamber of Commerce May 2015 - July 2015
Blank Rome Government Relations LLC May 2011 - June 2014
Office of Senator Scott Brown January 2011 - May 2011
AEI August 2010 - December 2010
Fidelity Investments May 2010 - August 2010
Boston Magazine May 2009 - August 2009
Office of Senator John Kerry May 2009 - August 2009
Common Cause Massachusetts May 2006 - August 2006
Skills
Politics, Policy Analysis, Press Releases, Public Policy, Editing
Education
Duke University School of Law 2014 — 2017
Juris Doctor (J.D.)
Georgetown University 2007 — 2011
B.A., Government and English
University College London 2010 — 2010
Semester Abroad, Politics
The Winsor School 2001 — 2007
High School
Fidelity Investments July 2012 - Present
East Carolina University April 2011 - May 2012
East Carolina University July 2010 - May 2012
The Cooney Law Firm March 2006 - October 2011
Baer & Baer, Attorneys at Law December 2005 - June 2011
East Carolina University November 2009 - May 2011
Twisted Networx October 2008 - April 2010
Skills
Windows, Windows 7, Visio, Access, Windows Server, DNS, Microsoft Office, IIS, Exchange 2010/2007/2003, Windows Sharepoint..., Cisco IOS, Microsoft Project, Red Hat Linux, Blackberry Enterprise..., Websphere, Mac OS, Adobe Illustrator, Adobe Photoshop, Lotus Sametime, Photoshop, Illustrator, Security, Troubleshooting, MS Project, Software Installation, Servers, Microsoft Exchange, SharePoint, Sametime, DHCP, VPN, Networking
Education
East Carolina University 2008 — 2012
B.S., Information & Computer Technology, Minor: Business Administration
Fidelity Investments December 2011 - Present
Progress Energy October 2010 - December 2011
MicroMass Communications June 2010 - June 2011
Duke University Health System September 2009 - June 2010
SAS Institute May 2008 - September 2009
Misys Healthcare Systems December 2005 - May 2008
Pitt County Memorial Hospital April 2003 - September 2005
Skills
SEO, HTML, Writing, Advertising, Web Analytics, Content Management, Editing, Marketing Communications, Photoshop, Copy Editing, Agile Methodologies, Website Development, Content Strategy, Copywriting, Web Content, User Experience, Web Design, Newsletters, Strategic Communications, Marketing
Education
East Carolina University 2000 — 2003
B.A, Communication Studies/Public Relations
John Hancock Life Insurance Company (U.S.A.) General DirectorJohn Hancock Funds2007 - Present
John Hancock Financial Services 2007 - 2013
Fidelity Investments 2001 - 2007
Skills
Investments, Mutual Funds, Securities, Financial Analysis, Tax, Financial Services, Asset Management, Hedge Funds, Risk Management, Equities, Insurance
Education
Duquesne University
Bachelor of Applied Science (B.A.Sc.), Accounting
Fidelity Investments November 2014 - Present
Fidelity Investments July 2011 - Present
DreamCanvas Solutions LLC June 2014 - Present
Carver Machine Works, Inc. January 2011 - May 2011
SEARS HOLDINGS INC. May 2010 - December 2010
F.A.C.T. SPECIALIZED SERVICES May 2007 - August 2009
Skills
Project Management, Product Management, Product Development, Quality Assurance, Consulting, Test Automation, Process Improvement, Web Applications, Networking, Information Technology, Software Project...
Education
East Carolina University 2006 — 2011
Bachelor's Degree, Management Information Systems, General, 3.3
ACS XEROX Company May 2012 - Present
ITT Technical Institute March 2012 - April 2012
SunTrust Bank January 2009 - March 2012
Fidelity Investments June 2005 - November 2008
Skills
Human Resources, Team Building, Employee Benefits, Banking, Process Improvement, PeopleSoft, Recruiting, Strategic Planning, Leadership, Time Management, Lotus Notes, Access, Talent Management, Coaching, Sales, Performance Management, Training, Employee Relations, Business Analysis, Call Centers, Customer Service, Software Documentation, Investments, Management, Vendor Management, Credit, Payroll, Talent Acquisition, Risk Management, Change Management, Insurance, Interviews, Customer Satisfaction, Benefits Administration, Team Leadership, Finance, Employee Training, Administration, Budgets, Customer Retention, Onboarding, HRIS, Applicant Tracking..., Operations Management
Education
East Carolina University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Love out Loud Collaborative March 2013 - Present
Wake County September 2013 - Present
Pink Pearl Couture July 2012 - September 2013
Wake County January 2008 - April 2013
Fidelity Investments May 2006 - January 2008
Skills
Sales, Customer Satisfaction, Client Relations Skills, Coaching, Wellness Coaching, Lifestyle Coaching, Couples Counseling, Couples Work, Marriage, Motivation, Motivational Speaking, Motivational..., Great Motivator, Public Speaking, Engaging Public Speaker, Workshop Facilitation, Leadership, Nonprofits, Training, Conflict Resolution, Career Counseling, Case Management
Education
Life Coach Institute of Orange County 2013 — 2013
Certified Life Coach, Life Coach
Liberty University 2010 — 2013
Masters, Human Services, Marriage & Family Counseling
East Carolina University 2002 — 2006
Bachelor of Science (B.S.), Sociology, Minor Cultural Diversity
Fidelity Investments December 2014 - Present
Fidelity Investments July 2013 - December 2014
East Carolina University December 2011 - May 2013
Capital Area Soccer League (CASL) August 2007 - December 2011
Kenosis August 2006 - August 2008
Skills
Adobe Creative Suite, Maya, Zbrush, Final Cut Studio, Altiris, Deep Freeze, E-on Vue, CSS, Microsoft Office, HTML, Computer Hardware, Autodesk Software, Ghost Imaging, After Effects, Video Game Production
Education
East Carolina University 2008 — 2013
Bachelor of Fine Arts (BFA), Animation and Interactive Design; Art History Minor
Federal Reserve Bank of Boston May 2015 - Present
Commercial Credit Advisors, LLC 2013 - May 2015
Fidelity Investments April 2013 - February 2014
State Street January 2010 - 2012
State Street 2004 - 2009
Deutsche Bank 2001 - 2003
JPMorgan Chase 1980 - 1994
Skills
Fixed Income, Financial Services, Mutual Funds, Asset Managment, Equities, Derivatives, Alternative Investments, Securities, Securities Lending, Investments, Capital Markets, Asset Management, Business Ethics, Compliance, Credit Risk, Fiduciary Management, Operational Risk..., Project Management
Education
Duke University - The Fuqua School of Business 1978 — 1980
MBA, Business Administration
Earlham College 1970 — 1974
BA, Economics
ForeverHome, LLC June 2011 - Present
ForeverHome LLC December 2010 - May 2011
Fonville Morisey & Barefoot 2007 - November 2010
Fidelity Investments July 2004 - August 2007
Education
East Carolina University 2000 — 2004
Ceridian January 2012 - Present
CLT & Associates 2008 - 2012
Fidelity Investments 2004 - 2008
Fidelity Investments 1990 - 2008
Fidelity Investments International 2002 - 2004
Fidelity Investments International 2000 - 2002
Fidelity Investments International 1999 - 2000
Fidelity Investments 1996 - 1999
McKinsey & Company 1986 - 1990
Skills
Management, Product Management, Leadership, Strategy, Outsourcing, Financial Services, Business Strategy, Change Management, Mutual Funds, Strategic Planning, Enterprise Software, Product Development, Finance, Investments, Wealth Management, Risk Management, Hedge Funds, Due Diligence, Human Capital Management, Client Relations, Client Services, Process Improvement, Program Management, Consulting, Vendor Management
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA, Finance
Hobart and William Smith Colleges 1977 — 1981
BA, Economics
Fonville Morisey Realty 2014 - Present
Fidelity Investments September 2011 - January 2015
Sylvan Learning Centers November 2010 - June 2011
Skills
Real Estate, Seller Representation, Buyer Representation, Customer Service, Customer Engagement, Customer Satisfaction, Finance, Human Resources, Education, Real Property, New Home Sales, New Home Purchase, Residential Homes, Real Estate Transactions, Investments, Condos, New Home Construction
Education
East Carolina University 2004 — 2008
Bachelor's degree
Fidelity Investments September 2015 - Present
Fidelity Investments October 2013 - September 2015
Skills
Customer Service, Process Improvement, Leadership, Team Building, Microsoft Office, Project Management
Education
East Carolina University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Fidelity Investments August 2015 - Present
East Carolina University August 2014 - June 2015
McAlister's Deli May 2013 - September 2014
Skills
Time Management, Customer Service, Microsoft Office, Teamwork, Restaurants, Writing, Access, Facebook, Leadership, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking
Education
East Carolina University 2011 — 2015
Bachelor of Business Administration (BBA), Management Information Systems, General
Fidelity Investments July 2011 - Present
Fidelity Investments July 2008 - July 2011
Fidleity Investments November 2006 - July 2008
PASCO Concrete Construction, Inc August 2003 - September 2004
Skills
Leadership, Pensions, Business Analysis, Management, Requirements Analysis, Data Analysis, Financial Analysis, SQL, Six Sigma, Project Management, Microsoft Excel, Employee Benefits, Toad Data Point, Hyperion Designer, Access, Benefits Administration, Analysis, MS Excel Pivot Tables, Defined Benefit, Query Writing, Relational Databases, Defect Tracking, Insurance, Payroll, Microsoft Access, Oracle SQL Developer
Education
East Carolina University 2004 — 2006
Master, Business Administration
East Carolina University 2000 — 2002
Bachelor of Science, Applied Economics
Fidelity Investments September 2015 - Present
National Consortium for the Study of Terrorism and Responses to Terrorism (START) May 2015 - September 2015
BCBGMAXAZRIAGROUP April 2013 - May 2015
Nordstrom June 2014 - August 2014
Nordstrom April 2014 - July 2014
Cystic Fibrosis Foundation January 2014 - April 2014
Nordstrom July 2011 - January 2014
Nordstrom June 2011 - January 2013
Skills
Customer Service, People Skills, Sales, Merchandising, Social Media, Social Networking, PowerPoint, Fashion, Retail, Instagram, Client Development, Microsoft Word, Integrated Marketing..., Apparel, Facebook, Time Management, Communication, Photoshop, Twitter, Employee Training, Visual Merchandising, Retail Sales, Styling, Brand Awareness, Building Relationships, Store Management, Social Media Marketing, InDesign, Illustrator, Dreamweaver, Press Releases, WordPress, Tumblr, Research, Political Science, Politics, Political Philosophy, Leadership, Team Leadership, Team Management, Fundraising, Nonprofits, Cystic Fibrosis, National Security, Emergency Response to..., Team Building, Public Policy
Education
Duquesne University 2011 — 2015
Bachelor's degree, Political Science and Government & Corporate Communications
Classical High School
Fidelity Investments June 2014 - June 2015
Fidelity Investments January 2014 - June 2014
GE Aviation May 2013 - August 2013
Harris Teeter January 2010 - August 2013
Blue Cross and Blue Shield of North Carolina May 2012 - July 2012
A.F Business System February 2006 - September 2009
Skills
Process Improvement, Requirements Gathering, Business Process Design, Project Planning, Agile Methodologies, Use Case Analysis, Requirements Analysis, Business Requirements, Use Case Diagrams, Leadership, SDLC, Analysis, Business Analysis, Databases, Data Analysis, Microsoft SQL Server, SQL, Project Management, SharePoint, Team Leadership, Management, Oracle E-Business Suite, Software Documentation, XHTML, CSS, Access Database, Visio, HTML, MS Project, Business Process, Microsoft Project
Education
North Carolina Central University 2011 — 2013
Bachelor of Science (B.Sc.), Computer Information Systems, 3.79/4.0 (Magna Cum Laude)
Durham Technical Community College 2010 — 2011
Associates in Arts, Computer Information Systems, 3.7/4.0
Fidelity Investments July 2014 - Present
Nomacorc LLC June 2013 - August 2013
Cheddar's Casual Cafe January 2013 - May 2013
Pleasant Union Elementary, Wake County Public School System August 2008 - May 2010
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Market Research, Marketing, Management, Leadership, Marketing Communications, Public Relations, Press Releases
Education
East Carolina University 2010 — 2014
Trader Joe's January 2015 - Present
WesCon Personal Protection January 2015 - August 2015
RESERVE Modern Event Rental August 2014 - December 2014
Fish & Richardson P.C. May 2014 - August 2014
Nutter McClennen & Fish LLP April 2014 - May 2014
Fidelity Investments August 2013 - January 2014
Trader Joe's February 2011 - January 2012
Artists For Humanity June 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Social Media, Access, Customer Service, Time Management, Data Entry, Troubleshooting, Outlook, Leadership, Microsoft Word, Staff Development, Public Speaking
Education
Year Up/Cambridge College 2013 — 2014
Bachelor of Science (BS), Management
Earlham College 2009 — 2010
N/A, General Studies, Freshman
Community Charter School of Cambridge 2006 — 2009
Diploma, General Studies, 10th -12th
Boston Architectural College January 2013 - Present
122 Shornecliffe LLC July 2012 - Present
Pyramis Global Advisors November 2005 - July 2012
Fidelity Investments June 1992 - November 2005
US Navy June 1982 - September 1990
Skills
Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Equities, Investments, Asset Allocation, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Equity Research, Asset Managment, Quantitative Analytics, Quantitative Research, Analytics, Quantitative Investing, Securities, Portfolio Optimization, Quantitative Finance, Quantitative Management
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA
Massachusetts Institute of Technology 1978 — 1982
SB, Chemical Engineering, Humanities
Fidelity Investments June 1998 - Present
Education
Duke University - The Fuqua School of Business
MBA
Indiana University-Purdue University at Indianapolis
Master, Adult Education
Miami University
BA, French
Wake Health Services, Inc. May 2013 - Present
Community Service 2012 - Present
IBM June 2008 - April 2012
Fidelity Investments August 2002 - June 2008
IBM October 1994 - July 2002
IBM August 1992 - October 1994
IBM September 1986 - August 1992
IBM July 1982 - September 1986
IBM January 1978 - July 1982
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Windows, SQL, SAS, Hyperion Enterprise, Brio Explorer, Cognos, SQL DB2, Lotus Notes, Lotus 123, Lotus Word Pro, Microsoft Access, QMF, MVS, JCL, VM, TSO, ISPF, Process Improvement, Data Analysis, Requirements Analysis, Technical Documentation, Team Mentoring, Technical Training, Customer Oriented, Team Leadership, Training, Human Resources, Performance Management, Access, Analysis, Cross-functional Team...
Education
Wake Technical Community College
Dutchess Community College
Courses in Business Administration and Management, General
The Berkeley School
Secretarial
Tamarac Inc. September 2015 - Present
Fidelity Investments August 2012 - September 2015
Sussex County Federal Credit Union July 2011 - July 2012
State Employee's Credit Union July 2010 - July 2011
Wells Fargo December 2008 - July 2010
Skills
Loans, Consumer Lending, Credit, Mortgage Lending, Loan Origination, Banking, Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Financial Analysis, Underwriting, Cross Selling, Investments, Strategic Financial..., Retail Banking, Cash Management, Finance, Banking Relationships, Retirement Planning, Financial Services, Mutual Funds, Bonds, Employee Benefits, Credit Cards, Retirement, FINRA, Refinance, IRAs, Financial Markets, Loan Servicing, Equities, Insurance, Leadership, Customer Service, Microsoft Office, Management, Sales, Microsoft Excel, Strategic Planning, Marketing
Education
East Carolina University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Lackawanna College 2004 — 2005
Associate of Arts and Sciences (A.A.S.), Business and Social Skills
Capital Area Soccer League 2008 - 2013
Fidelity Investments December 2009 - January 2011
East Carolina University October 2007 - May 2008
Credit Suisse 2006 - 2006
Skills
Business Analysis, SQL, Microsoft Excel, Microsoft Word, Oracle, XML, HTML, ClearCase, VBA, SDLC, Microsoft OneNote, Microsoft PowerPoint, Microsoft Visio, Microsoft Outlook, RTC, VisualBasic.net, Jabber, HP Quality Center, HP QuickTest..., Parasoft SOAtest, Ruby, Cucumber, Linux, Ruby on Rails, Test Automation, Oracle Enterprise Linux, Git, Github, Selenium Testing, Agile Methodolgy, TFS, Microsoft Access
Education
East Carolina University - College of Business 2006 — 2008
MBA, Finance
East Carolina University 2001 — 2006
BSBA, Management Information Systems
The American School In Switzerland 1999 — 2001
American School In Japan 1998 — 2001
Fidelity Investments March 2011 - Present
Veritude August 2010 - March 2011
Prosurity Inc. November 2009 - June 2010
Marketing Research, ECU College of Business August 2009 - December 2009
STUDENT UNITED WAY August 2009 - November 2009
Education
East Carolina University - College of Business 2006 — 2010
East Carolina University
Bachelor of Science and Business Administration, Marketing, coursework in economics, accounting, marketing theory, and marketing research
KMH Global Consulting, LLC 2010 - Present
American International Group 2005 - 2009
INVESCO 1999 - 2004
Scudder Investments 1998 - 1999
Fidelity Investments 1990 - 1998
Skills
Global Pensions..., Employee Benefits, Business Unit Start-up, Operations Management, International Project..., Business Process..., 401k Recordkeeping, Defined Contribution, Business Strategy, Global Business Planning, Business Process Design, Customer Service, Relationship Management, Worksite Marketing, Workflow Management, Project Management, Product Management, Mutual funds, Call center start-up, Call Center..., Transfer Agency, Wealth Management, Series 7, Securities, Staff Development, Investments, Strategy, Pensions, 401k, Marketing, Mutual Funds, Program Management, Management Consulting, Executive Management, Asset Management, Risk Management, Financial Services, Management
Education
Duquesne University School of Law
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
University of Toledo
BA, Government
1st Global September 2015 - Present
TD Ameritrade January 2013 - July 2015
Fidelity Investments May 2011 - January 2013
Cornerstone Wealth Strategies January 2010 - May 2011
Wells Fargo Private Bank November 1999 - July 2009
HD Vest Advisory Services May 1998 - October 1999
Wachovia Bank August 1993 - April 1998
East Carolina University August 1987 - May 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Financial Services, Investments, Investment Strategies, Mutual Funds, Equities, Bonds, Investment Advisory, Fixed Income, Derivatives, Financial Analysis, Equity Research, Equity Valuation, Analysis, Performance Measurement, Equity Derivatives, Equity Trading, Limited Partnerships, Performance Reporting, Valuation, Investment Management, Asset Management, Performance Attribution, Fund Analysis, Wealth Management, Finance, Series 7, Securities, Risk Management, Trading, Microsoft Excel, MS Excel Pivot Tables, Excel Models, series 66, Financial Statements
Education
East Carolina University - College of Business 1984 — 1986
MBA, Business
East Carolina University 1977 — 1982
BA, Philosophy & Psychology
CIBC June 2014 - Present
Brigholme Interiors Group January 2013 - December 2013
Joanne O'Neill Consulting July 2009 - November 2013
Fidelity Investments November 2005 - July 2009
The Power of Women/Kids at Play Inc. October 2003 - August 2005
Aditya Birla Minacs September 1999 - October 2003
North Direct Response, Toronto, Ontario September 1997 - February 1999
Skills
Event Management, Entertainment, New Business Development, Sponsorship, Music, Marketing, Print Management, Leadership, Cross-functional Team..., CRM, Management, Program Management, Furniture, Budgets, Business Process..., Marketing Strategy, Office Management, Project Management, Public Relations, Strategy
Education
Durham College 2001 — 2003
Master Certificate, Atocrates Project Management
Fidelity Investments - Six Sigma 2007 — 2009
Green Belt Certification, Six Sigma
American Senior Benefits September 2015 - Present
SunTrust "myHR" Service Center January 2013 - July 2014
Ridoutt's Childcare, Inc. April 2008 - April 2011
Fidelity Investments August 2002 - March 2008
IBM 1997 - 2002
Skills
Employee Benefits, Human Resources, Training, Customer Service, Process Improvement, Payroll, Performance Management, Employee Relations, Microsoft Office, Lotus Notes, Microsoft Word, PowerPoint, Microsoft Publisher, PeopleSoft, Oracle Applications, Knova, XTRAC, QuickBooks, Life Insurance, Medicare Supplements, Long Term Care Insurance, Health Insurance
Education
University of Phoenix 2002 — 2003
MBA HR Administration
East Carolina University 1991 — 1994
BS, Middle Grades Education
North Carolina Wesleyan College 1989 — 1991
Education
Toshiba Global Commerce Solutions April 2013 - Present
Fidelity Investments July 2011 - March 2013
International Business Machine March 2010 - May 2011
National Aeronautics and Space Administration June 2010 - August 2010
Skills
Java, Spring, SOAP, XML, C++, Programming, JavaScript, jQuery, C, Unix, Eclipse, REST, JUnit, CSS, JSP, C#, Scheme, Cinnameg, SQL, Linux, Rational Application..., Object Oriented Design, Websphere, Maven, JBoss Application Server, Python, Django, Prolog, Rational Rose, Spring MVC, Tomcat, WebSphere Application..., Log4j, Agile Methodologies, JDBC, Data Modeling, ClearCase, UML, Android Development, JAXB, XPath
Education
East Carolina University 2007 — 2011
BS, Computer Science, 3.736 GPA, 3.758 Major GPA
MHS 2003 — 2007
Fidelity Investments March 2015 - Present
Fidelity Investments November 2013 - March 2015
Hotel Victor Bar and Grill August 2013 - October 2013
Hotel Victor Bar and Grill August 2012 - March 2013
Fidelity Investments June 2012 - August 2012
Skills
Team Leadership, Microsoft Word
Education
Montclair State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Montclair State University 2010 — 2012
Bachelor's, Business Administration, Management and Operations, Senior
Dutchess Community College 2009 — 2010
West Chester University of Pennsylvania 2008 — 2009
CFMA July 2015 - Present
Duquesne Athletics Media Relations November 2011 - October 2014
Fidelity Investments June 2014 - August 2014
A. Pepper Designs November 2012 - September 2013
Guaranteed Results Marketing December 2011 - September 2013
Michael Yamashita Inc 2013 - 2013
Skills
Web Marketing, Marketing Communications, Video Production, Photography, Facebook, Advertising, Social Media Marketing, Brand Development, E-commerce, Nonprofits, Marketing, Social Media, SEO, Outlook, Social Networking, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Online Marketing
Education
Duquesne University 2011 — 2015
Bachelor of Arts (B.A.), Integrated Marketing Communications
West Morris Mendham High School 2007 — 2011
Fidelity Investments May 2005 - Present
Heirloom Capital, LP April 2004 - May 2005
SAC Capital Advisors, LLC April 2002 - April 2004
ABN AMRO Securities LLC April 2000 - April 2003
The Robinson Humphrey Company April 1996 - April 2000
Fidelity Investments April 1994 - April 1996
Smith Barney Shearson April 1993 - April 1994
Merrill Lynch Capital Markets August 1991 - April 1993
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Business Analysis, Project Management, Leadership, Investments, Finance, Process Improvement, Strategic Planning
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master's Degree, Business Administration and Management, General
Muhlenberg College 1981 — 1985
Bachelor's Degree, Business/Managerial Economics
Nutley High School 1981 — 1985
High School
Fidelity Investments April 2015 - Present
HYATT House Raleigh North Hills March 2014 - April 2015
Hyatt House Raleigh North Hills July 2013 - March 2014
Firebirds Wood Fired Grill February 2013 - August 2013
Marriott's SurfWatch May 2012 - August 2012
East Carolina University January 2012 - May 2012
ARAMARK August 2011 - May 2012
Skills
Teamwork, Organization, Customer Service, Work Ethic, Motivation, Positivity, Fast Learner, High Achiever, Empathy, Accepting Responsibility, Food & Beverage, Event Planning, Time Management, Restaurants, Microsoft Office, PowerPoint, Hospitality, Marketing, Recruiting, Food Service, Telephone Skills, Event Management
Education
East Carolina University 2008 — 2012
Bachelor of Science (BS), Hospitality Management Major with Business Administration Minor
LexisNexis June 2015 - Present
Story Connect April 2015 - Present
RJC Consulting Group January 2012 - Present
ING Institutional Plan Services January 2004 - January 2012
ING 2004 - January 2012
Fidelity Investments October 1999 - January 2004
Skills
High Profile Marketing..., Lecturer, Published Author, Social Media Marketing, Employee Benefits, Defined Benefit, Defined Contribution, Team Leadership, Social Media, Risk Management, Pensions, Leadership, Strategic Planning, Strategic Thinking, High-profile, Retirement Planning, Retirement, Policy, Employee Engagement, Marketing Strategy, 401k, Investments, Strategy, CRM, Deferred Compensation, Marketing, Social Networking, Outsourcing, Financial Services, Corporate Communications, Budgets, Mutual Funds, Relationship Management
Education
Duquesne University School of Law 1980 — 1984
Juris Doctorate, Law
Pennsylvania State University 1976 — 1980
Bachelor of Science (BS)
ADP June 2013 - Present
Nordstrom October 2012 - May 2013
CAbi, Carol Anderson by invitation January 2011 - January 2012
Worskcape October 2010 - January 2011
Mercer Outsourcing 2009 - October 2010
Fidelity Investments July 2005 - February 2006
Wachovia Retirement Services January 2004 - July 2005
FIIS 1997 - 1999
Federated Investors September 1991 - June 1997
Skills
Marketing, 401k, Series 7, Marketing Communications, Sales, Management, Email Marketing, Public Relations, Marketing Strategy, Integrated Marketing, Internal Communications, Corporate Communications, Direct Marketing, Advertising, Strategic Communications
Education
Duquesne University 1981 — 1985
B/A, Journalism/Marketing
Independent IRB, Inc. January 2008 - August 2011
DHL March 2006 - December 2007
Fidelity Investments March 2006 - December 2007
IBM June 2000 - July 2002
IBM June 1998 - May 2000
Skills
Employee Benefits, Payroll, Accounts Payable, Accounts Receivable, Invoicing, 401k, Pension Administration, Compliance, ERISA, Management, Benefits Administration, Retirement, Pensions
Education
East Carolina University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
TIAA-CREF August 2011 - Present
Merrill Lynch April 2008 - August 2011
Fidelity Investments September 1997 - April 2008
Skills
Program Management, Product Management, Financial Services, Business Analysis, Mutual Funds, SDLC, Vendor Management, Portfolio Management, Equities, Project Portfolio..., Relationship Management, Wealth Management, Leadership, CRM, Series 7, Management, IT Strategy, Call Centers, Analysis, Banking, Integration, Business Process..., PMO, Requirements Gathering, Risk Management, Process Improvement, Business Requirements, Strategy, Outsourcing, Project Delivery, Cross-functional Team..., PMP, Management Consulting, Business Process, Governance, Change Management, Business Transformation, Executive Management, Software Project..., IT Management, Enterprise Architecture
Education
Durham University 1993 — 1994
MBA, Corporate Transformation
The University of Huddersfield 1982 — 1986
BA, Business Computing
Stamford School 1974 — 1979
Providence Equity Partners January 2015 - Present
State Street June 2013 - Present
Fidelity Investments May 2012 - August 2012
Crossroads for Kids May 2009 - August 2011
Privately Employed May 2007 - August 2008
Skills
Team Leadership, Team Management, Portfolio Management, Oral Communications, Financial Analysis, Team Motivator, PowerPoint, Excel, Word, Access, Microsoft Word, Investments, Microsoft Excel, Team Building, Training, Investment Management, Bloomberg Terminal, Alternative Investments
Education
Duquesne University 2009 — 2013
Bachelor of Science in Business Administration, Finance, 3.5
Fidelity Investments March 2014 - Present
Veritude April 2013 - March 2014
Veritude October 2012 - April 2013
Joint Public Affairs Office, Marine Corps Air Station Cherry Point May 2010 - August 2011
Carolina Livery Services September 2010 - May 2011
Skills
Photoshop, Graphic Design, Web Design, Photography, Illustration, Social Media, Typography, Layout, Brochures, HTML, Adobe Acrobat, Posters, Microsoft Word, CSS, Microsoft Excel
Education
Duquesne University 2011 — 2012
Masters of Business Administration, Sustainability
The University of North Carolina 2008 — 2011
Journalism and Mass Commuications, Editing and Graphics
New Bern High School
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - June 2014
Trader Joe's April 2008 - May 2013
Linens N Things April 2007 - April 2008
Regal Cinemas April 2006 - April 2007
Skills
Customer Service, Customer Experience, Customer Engagement, Long-term Customer..., Interpersonal Skill, Customer Support, Social Skills, Microsoft Word, Organization, Microsoft Excel, Customer Satisfaction, Organizational..., Customer Insight, Email, Filing, Electronic Filing, Computers, Social Media, Social Networking, Social Services, Internal Communications, Media Relations, New Media, Media Planning, Organizational..., Community Organizing, Phone Etiquette, Multi-line Phone, Mobile Phone Apps, Phone Screening, Phone Manner, Customer Retention, English language skills, French to English, English to French, Team Building, Retail Sales
Education
East Carolina University 2011 — 2012
Interpersonal and Organizational Communications
North Carolina State University 2008 — 2012
Communications, Interpersonal Communication and Media
Fidelity Investments February 2015 - Present
Fidelity Investments December 2013 - January 2015
Fidelity Investments July 2012 - November 2013
TD Bank Group July 2011 - July 2012
TD Bank August 2010 - July 2011
The Home Depot December 2005 - August 2008
Skills
Financial Analysis, Credit Risk, Financial Modeling, Sales, Lead Generation, Commercial Real Estate, Credit Analysis, Interest Rate..., Risk Management
Education
Duke University - The Fuqua School of Business 2009 — 2010
MMS, Management Studies
University of Rochester 2006 — 2009
BA, Political Science
Fidelity Investments January 2009 - Present
East Carolina University January 2008 - Present
Wachovia Securities Financial Network February 2008 - December 2008
Preservation Homes, LLC June 2002 - August 2006
Education
East Carolina University - College of Business 2004 — 2009
B.S., Business Administration, Management
East Carolina University - College of Business
MBA, Master of Business Administration, Finance
East Carolina University
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - June 2015
Fidelity Charitable June 2012 - August 2012
Peace Corps June 2009 - July 2011
Skills
International..., Community Development, Youth Development, Intercultural..., Grant Writing, Spanish, Community Outreach, Policy Analysis, Program Evaluation, International Relations, Capacity Building, Nonprofits
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
ITCS at East Carolina Unversity October 2013 - Present
Fidelity Investments May 2014 - August 2014
Shodor Education Foundation, Inc. August 2010 - July 2013
Skills
HTML, Perl, CSS, Community Outreach, Teamwork, Leadership
Education
East Carolina University 2012 — 2016
Bachelor of Science (BS), Management Information Systems, General
Caterpillar Inc. – Building Construction Products (BCP) May 2014 - Present
Magneti Marelli Powertrain USA (part of Fiat / Chrysler Group) March 2014 - April 2014
ABB August 2011 - March 2014
Stormwater Management Systems November 2008 - May 2010
IBM / IntraHealth International February 2010 - April 2010
Fidelity Investments April 2007 - October 2008
Various staffing agencies September 2004 - May 2006
Skills
Recruiting, Personnel Management, Temporary Placement, Talent Acquisition, Onboarding, Technical Recruiting, Management, Human Resources, SDLC, Sourcing, Interviews, HRIS, Business Development, Talent Management, Leadership, Employee Relations, Project Management, Performance Management, Start-ups, PeopleSoft, Applicant Tracking..., Vendor Management, SAP eRecruit, Taleo, Avature, HireVue (digital..., Behavioral Interviewing, Coaching, College Recruiting, Deferred Compensation, Employee Benefits, Hiring, Internet Recruiting, Payroll, Sales, Screening
Education
East Carolina University 1992 — 1996
Bachelors of Science
Fidelity Investments November 2014 - Present
Fidelity Investments February 2014 - November 2014
Fidelity Investments February 2013 - February 2014
Fidelity Investments May 2012 - February 2013
Dr. Daniel Makely, D.D.S November 2011 - May 2012
Walt Disney World May 2011 - November 2011
Skills
Business Analysis, Microsoft Excel, Customer Service, Microsoft Office, Defined Contribution, Vendor Management, Quality Control, Customer Experience, Customer Service..., Leadership, Team Leadership, PowerPoint
Education
East Carolina University 2008 — 2011
Master of Business Administration (MBA)
East Carolina University 2004 — 2008
Bachelor of Fine Arts (BFA)
Foresters Equity Svc April 2015 - Present
Aflac September 2014 - Present
TFA Benefits August 2014 - Present
Fidelity Investments October 2013 - Present
Skills
Retirement Planning, Qualified Retirement..., Roth IRA, Traditional IRA, Variable Annuities, Fixed Annuities, College Savings Plans, Financial Analysis, Investments, Insurance, Life Insurance, Disability Insurance, Portfolio Management, Asset Management, Risk Management, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Financial Modeling, Series 63, Series 6, IRAs
Education
East Carolina University 2005 — 2009
Bachelor's Degree, Economics and Business, College
East Carolina University
Eaton Vance January 2015 - Present
Fidelity Management & Research Company December 2012 - January 2015
Fidelity Management & Research Company January 2011 - December 2012
Fidelity Investments September 2008 - 2011
Fidelity Investments 2007 - 2008
Lowe's Companies, Inc 2006 - 2007
Infosys Technologies (American Express/ Bank Of America) 2002 - 2006
Pune Institute of Computer Technology 2001 - 2002
Siemens 2001 - 2001
Skills
Valuation, Portfolio Management, Management Consulting, Capital Markets, Investments, Analysis, Due Diligence, Cross-functional Team..., Market Research, Equity Research, Banking, Product Management, Financial Modeling, Process Improvement, Risk Management, Financial Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2008
MBA, Finance
Walchand College of Engineering 1997 — 2001
Bachelor of Engineering, Electronics
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - Present
Fidelity Investments January 2011 - July 2012
Fidelity Investments November 2006 - January 2011
IBM October 2003 - November 2006
Skills
Software Project..., Java, People Management, Agile Methodologies, XML, Management, Systems Analysis, Process Improvement, Team Building, Team Leadership, Trust, Blaze Advisor, Web Services, ODBC, Analytics, Java Enterprise Edition, Analysis, Testing
Education
East Carolina University 2001 — 2004
ConvaTec July 2014 - Present
Fidelity Investments January 2009 - July 2014
Principal Financial Group February 2008 - January 2009
Wells Fargo Investments March 2002 - October 2007
Harris Investorline 1999 - 2002
Skills
Investments, Financial Services, Financial Analysis, Equities, Fixed Income, Banking, Wealth Management, Bonds, Financial Risk, Accounting, Financial Forecasting, Manufacturing, Manufacturing Finance
Education
East Carolina University 2010 — 2013
MBA, Management Information Systems
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
B.S., Business Administration with Finance concentration
Fidelity Investments August 2013 - Present
Fuqua School of Business August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Raymond James and Associates July 2009 - July 2011
Raymond James July 2007 - June 2009
U.S. Department of State September 2006 - December 2006
Solera Capital May 2006 - July 2006
Skills
Financial Modeling, Equity Valuation, Corporate Development, Venture Capital, Valuation, Investment Banking
Education
Duke Fuqua School of Business 2011 — 2013
MBA
The College of William and Mary 2003 — 2007
Bachelor's degree, Economics
Fidelity Investments February 2015 - Present
North Carolina Joint Underwriting Association and North Carolina Insurance Underwriting Association August 2013 - October 2014
Fidelity Investments July 2012 - August 2013
First Citizens Bank (FCB) July 2011 - February 2012
Royal Bank of Canada (RBC) August 2010 - March 2011
Cisco January 2010 - August 2010
Project Right Track LLC August 2009 - August 2010
Branch Bank & Trust (BB&T) December 2006 - July 2009
NC Department of Public Instruction November 2002 - December 2006
(APC) Alliance For Professionals and Consultants January 1997 - November 2002
Skills
SDLC, Vendor Management, Program Management, Integration, Business Analysis, Management, Project Management, Requirements Analysis, Agile Methodologies, Big Data, Leadership, Scrum Master, IT Infrastructure..., Hadoop, Agile
Education
East Carolina University 1991 — 1995
San Diego State University
San Francisco State University
Area 100 Group 2004 - Present
Independence Investments, subsidiary of John Hancock 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Scudder Investments 1997 - 1999
Charles Schwab 1994 - 1997
Bankers Trust 1993 - 1994
Fidelity Investments 1986 - 1993
Polaroid 1983 - 1986
Education
Earlham College 1976 — 1980
BA, Economics, English
Cleveland Heights 1973 — 1976
Fidelity Investments February 2008 - Present
North Carolina State Health Plan September 2007 - October 2007
HoneyBaked Ham Company May 2004 - December 2006
Pitt County Memorial Hospital May 2005 - July 2005
Education
East Carolina University 2003 — 2007
BA, Communication/ PR
BCBSNC May 2008 - Present
Fidelity Investments 2007 - 2008
Education
East Carolina University 1985 — 1989
BSBA, Business
East Carolina University - College of Business 1985 — 1989
Fidelity Investments 2010 - Present
Fidelity Investments 2007 - 2010
Fidelity Investments 2000 - 2007
Ernst & Young 1999 - 2000
United Clinical Services 1992 - 1999
Skills
Process Improvement, Analysis, Outsourcing, Financial Modeling, Budgets, Strategic Financial..., Payroll, 401k, Microsoft Excel, Healthcare, Financial Services, Mutual Funds, Series 63, Equities, Investments, Strategy, Series 7, Risk Management, Portfolio Management, CRM, Cross-functional Team..., Asset Management, Vendor Management, Project Management, Retirement, SDLC, Business Analysis, Relationship Management, Program Management, Team Leadership, Business Process..., Asset Allocation, Finance
Education
Fairleigh Dickinson University 1994 — 1998
MBA, Finance
Duquesne University 1987 — 1991
Liberal Arts, Communications
Fidelity Investments July 2007 - Present
Fidelity Communications + Advertising 2007 - Present
KRC Research May 2003 - July 2007
Education
Duquesne University 1997 — 2001
BA, Communication and Psychology
Fidelity Charitable October 2013 - Present
Fidelity Investments October 2006 - Present
MedThink Communications May 2005 - May 2006
The Center for Health Care Education, LLC January 2003 - May 2005
The Center for Health Care Education, LLC, Morrisville, NC October 2002 - January 2003
The Center for Health Care Education, LLC, Morrisville, NC January 2001 - October 2002
GlaxoSmithKline 1999 - 2001
Skills
Mentoring, Event Management, Administrative Support, Scheduling, Project Coordination, Research, Team Leadership, Medical Education, Administrative..., Software Documentation, Management, Program Management, Strategy, Process Scheduler, Leadership, Training, Budgets, Project Planning, Project Management, Customer Service, Team Building, Process Improvement
Education
East Carolina University 1988 — 1992
BA, English
North Carolina Aquarium Society February 2015 - Present
Select Specialty Hospital April 2009 - June 2014
Fidelity Investments August 2007 - October 2008
Paychex September 2005 - June 2007
Tompkins Associates September 2000 - July 2005
Skills
Human Resources, Employee Benefits, Personnel Management, Deferred Compensation, Coaching, Policy, Onboarding, Employee Relations, Applicant Tracking..., Talent Management, Recruiting
Education
East Carolina University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Human Resource Certification Institute
Professional in Human Resources (PHR), N/A
Reading Area Community College
AA, Business Administration
Fidelity Investments July 2014 - Present
PPD March 2004 - July 2014
Skills
Software Documentation, Active Directory, Troubleshooting, Windows Server, Pharmaceutical Industry, Technical Support, CRO, VMware, LANDesk, SharePoint, Group Policy, SCCM, Desktop Imaging, Software Deployment
Education
East Carolina University 1998 — 2002
Bachelor of Science and Business Administration, Management Information Systems
Morgan Stanley Wealth Management June 2013 - Present
Fidelity Investments April 2006 - May 2013
TD Waterhouse 2005 - 2006
Skills
Mutual Funds, Series 63, Financial Services, Marketing Communications, FINRA, Securities, Wealth Management, Insurance, Equities, Investment Advisory
Education
Dutchess Community College
AS- Business Administration
Our Lady of Lourdes High School
US Postal Service February 2009 - Present
Fidelity Investments December 2006 - February 2009
First Citizens Bank 1982 - 2006
Skills
Information Security..., CISSP, Information Security
Education
East Carolina University 1979 — 1981
BSBA, Accounting
Fidelity Investments November 2010 - Present
Wake Med Hospital June 2010 - August 2010
U.S. Census Bureau April 2010 - May 2010
IBM February 2009 - October 2009
Manpower Inc. March 2008 - January 2009
Fidelity Investments 2002 - 2008
IBM May 1982 - July 2002
Skills
Deferred Compensation, Talent Management, Human Resources, Employee Benefits, Leadership, Management, Program Management, Customer Service, HRIS, Onboarding, Performance Management, Employee Relations, PeopleSoft, Benefits Administration, Talent Acquisition, Succession Planning, Applicant Tracking..., Recruiting, Workforce Planning, Vendor Management, Employee Engagement, Payroll, HR Policies, Personnel Management
Education
North Carolina State University 2001 — 2002
Sociology / Psychology - HR Development
Dutchess Community College 1977 — 1978
Roy C. Ketcham 1973 — 1977
Business / Accounting
Teksystems with RBC Bank September 2011 - Present
Signature Consultants at Bank of America August 2010 - July 2011
BCBSNC February 2010 - March 2010
Keane at Cisco Systems 2008 - 2009
Fidelity Investments 2007 - 2008
Winston Joseph Company 2006 - 2007
Pomeroy IT at IBM 2006 - 2006
UNC-Chapel Hill 2004 - 2006
Unified Network Services 1998 - 2000
Education
Durham Technical Institute
A.A.S., Business Computer Programming
East Carolina University
B.S., Housing & Management
HOOPP (Healthcare of Ontario Pension Plan) October 2013 - Present
HOOPP (Healthcare of Ontario Pension Plan) March 2013 - Present
Arbonne Independent Consultant February 2010 - January 2014
HOOPP August 2011 - February 2013
Fidelity Investments December 2004 - February 2010
CCH 2001 - 2004
Skills
Pensions, Coaching, Microsoft Office, New Business Development, Customer Service, Defined Benefit, Pension Administration, Business Analysis, Process Improvement, Microsoft Excel, Project Management, Benefits Administration, Risk Management, Team Building, Management, Analysis, Retirement, Leadership, Employee Benefits, Relationship Management, Vendor Management, Team Leadership, Financial Analysis, Business Process..., Requirements Gathering, Business Process, Requirements Analysis
Education
Humber College 2012 — 2013
PPAC, Pension Plan Administration
Durham College 1992 — 1993
Carleton University 1991 — 1992
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - January 2015
Fidelity Investments April 2012 - December 2012
Fidelity Investments January 2011 - April 2012
Fidelity Investments July 2007 - December 2010
IBM January 2005 - July 2007
Skills
Agile Methodologies, Software Development, Social Media, Public Speaking, Analytics, Web Services, Strategy, Data Analysis, Leadership, Management, Gamification, Enterprise Software, SDLC, Enterprise Architecture, Team Leadership, Team Management, IT Management, Lean Startup, Scrum, Kanban, DevOps, Java, Product Management, SOA, Mobile Applications, iOS, Swift, Big Data, Data Mining
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Business Administration
Oklahoma State University 2003 — 2004
MS, Management Information Systems
Kakatiya University 1999 — 2003
B.Tech, Computer Science
St. Peters High School Warangal 1996 — 1997
High School, High School/Secondary Diplomas and Certificates
St. Pauls 1988 — 1996
High School, High School/Secondary Diplomas and Certificates
Kelly Services February 2009 - December 2009
Fidelity Investments September 2007 - January 2009
RTP Federal Credit Union October 2006 - September 2007
East Carolina University August 2004 - August 2006
WZMB Radio May 2004 - August 2006
Education
East Carolina University 2001 — 2006
East Carolina University
BA, History and Philosophy
Citizens Financial Group, Inc. January 2015 - Present
Fidelity Investments May 2007 - December 2014
Sovereign Bank November 1998 - January 2007
Commerce Bank April 1996 - November 1998
Safety Fund National Bank July 1994 - April 1996
Skills
Microsoft Office, Time Management, SharePoint, Executive..., Event Planning, Project Management, Leadership, Travel Arrangements, Banking, Event Management, Visio, Customer Service
Education
Duquesne University 2012 — 2015
Master of Science (M.S.), Leadership in professional administration
Duquesne University 2010 — 2011
Bachelor of Science, Organizational Behavior
Quinsigamond Community College 1992 — 1994
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Fidelity Investments (Veritude) July 2013 - Present
Fidelity Investments March 2008 - March 2013
Fidelity Investments October 2005 - March 2008
Sears Marketing August 2005 - October 2005
Sears Marketing June 2003 - August 2005
Skills
Oracle, MS Office, Oracle SQL, HR/Payroll Operations, Tax/Data Analysis, Training & Development, Program Management, Process..., Process Improvement, Process/Program..., Process Readiness, Customer Service, Readiness, Microsoft Office, Analysis, Software Documentation, Data Analysis, Employee Benefits, Human Resources
Education
East Carolina University 2012 — 2013
Graduate Certificate, Health Informatics
UNC Greensboro 1999 — 2003
Bachelor of Science (BS), Information Systems/Accounting
Fidelity Investments April 2010 - January 2012
Allscripts January 2010 - April 2010
ConAgra Foods July 2008 - July 2009
Red Hat February 2008 - June 2008
The HON Company February 2007 - February 2008
PepsiCo - Pepsi Beverages Company December 2006 - February 2007
Fidelity Investments October 2006 - December 2006
Ceridian February 2006 - October 2006
North Carolina State University February 2004 - February 2006
Skanska February 2000 - August 2003
Skills
Access, Accounting, Adobe, ADP Payroll, Billing, Customer Relations, Customer Service, Documentation, Excel, Java, JD Edwards, Garnishments, Kronos, Lotus Notes, Problem Solving, Data Analysis, Microsoft Office, Outlook, Payroll, Payments, Training, Invoicing, Human Resources, Account Reconciliation, Microsoft Excel
Education
Durham Technical Community College 1995 — 2005
Accounting I Class, Accounting I, 4.0
Holy Family High School 1966 — 1970
High School, Dipolma, 3.5
HCL AXON March 2014 - June 2014
Fidelity Investments May 2012 - April 2013
Lowes Foods January 2010 - July 2010
Red Robin March 2007 - June 2009
Automax February 2007 - March 2008
Skills
Linux, Databases, Unix, Active Directory, C++, JavaScript, SQL, HTML, Windows..., Testing, MS Office, ISCSI or SAN, Putty, Wireshark, Armitage, Snort, Bro, NMAP, BASE, Nessus, Tcpdump, PHP, Servers, Enterprise Software, Analysis, SAP R/3, SAP Basis, SAP
Education
East Carolina University
B.S. Information and Computer Technology Minor in Business, Computer and Information Systems Security/Information Assurance, Overall GPA: 3.221 Major GPA: 3.575
Wells Fargo Advisors February 2014 - Present
Fidelity Investments October 2010 - May 2013
BCBSNC September 2007 - October 2010
Club Waterloo, Nassau, Bahamas June 1999 - August 2007
Skills
People Skills, Communicaitons, Computers, Problem Solving, Investments, Meeting objectives, Time Management, Communication Skills..., Insurance, Management, Team Building, Process Improvement
Education
North Carolina Wesleyan College 2010 — 2015
Business Administration and Management, General
Durham Technical Community College 2009 — 2010
Business Administration and Management, General
Fidelity Investments January 2014 - Present
NC Department of Administration (YAIO) May 2013 - August 2013
Skills
.NET, Java, C#, SQL, XML, WCF, Eclipse, Programming Languages, C++ Language, JavaScript, HTML, Microsoft Office, CSS, UML, Visual Studio, SOA Testing, WPF
Education
East Carolina University 2009 — 2013
Bachelor of Arts (B.A.), Computer Science
Duke University Health System August 2013 - Present
SAMARITAN HEALTH CENTER –FREE CLINIC June 2011 - Present
Duke University Health System February 2013 - August 2013
Fidelity Investments 2010 - 2011
Skills
Nonprofits, Customer Service, Coaching, Microsoft Office, PowerPoint, Public Speaking, Research, Microsoft Excel, Team Building, Access, Community Outreach, Program Management, Event Planning, Teaching, Medical Records, Management, Training
Education
Durham Technical Community College
Fidelity Investments December 2012 - Present
CompuCom December 2007 - December 2012
United States Marine Corps March 2002 - March 2007
Skills
Disaster Recovery, Firewalls, Active Directory, Network Administration, Network Security, VMware, VPN, Windows Server
Education
Southern New Hampshire University 2013 — 2014
Bachelor of Science (BS), Computer Information Systems / Cyber Security
Durham Technical Community College 2009 — 2012
Associate of Science (A.S.), Information Systems Security
Fidelity Investments June 2015 - Present
Blue Lateral May 2014 - Present
Skills
Programming, Software Engineering, Software Development, Web Design, Mobile Web Design, Game Development, Java Application..., Web Applications, C++ Language, C#, OCaml, PHP
Education
East Carolina University 2011 — 2015
Bachelor of Science (BS), Computer Science