COR Clearing LLC
Industry: Capital market company
DescriptionFounded: 2002 Parent organization: COR Securities Holdings Inc. Subsidiary: COR Clearing LLC, Asset Management Arm
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COR Clearing LLC Employees
Employee
Years
Job
Industry
Nichole Bridgeford Nichole Bridgeford's COR Clearing LLC Experience May 2012 - May 2013
Job Information Security Analyst
Industry Information Technology and Services
Experience
Solutionary March 2014 - Present
COR Clearing LLC May 2012 - May 2013
COR Clearing LLC May 2010 - February 2012
Skills
Cisco Technologies, Crystal Reports, Microsoft Office, SQL Queries, SharePoint, Troubleshooting, Cash Management, Access, Network Security, Information Security, Network Administration, Threat Analysis, Office Administration, OSPF, RIP, EIGRP, ThomsonOne
Education
Metropolitan Community College 2012 — 2013
Cisco Certification and Computer Programming, System, Networking, and LAN/WAN Management/Manager
University of Nebraska at Omaha 2006 — 2011
Bachelor of Arts (B.A.), Religion/Religious Studies
Solutionary March 2014 - Present
COR Clearing LLC May 2012 - May 2013
COR Clearing LLC May 2010 - February 2012
Skills
Cisco Technologies, Crystal Reports, Microsoft Office, SQL Queries, SharePoint, Troubleshooting, Cash Management, Access, Network Security, Information Security, Network Administration, Threat Analysis, Office Administration, OSPF, RIP, EIGRP, ThomsonOne
Education
Metropolitan Community College 2012 — 2013
Cisco Certification and Computer Programming, System, Networking, and LAN/WAN Management/Manager
University of Nebraska at Omaha 2006 — 2011
Bachelor of Arts (B.A.), Religion/Religious Studies
Richard Thoeny Richard Thoeny's COR Clearing LLC Experience January 2012 - February 2013
Job Director/STP Client Executive at Docupace Technologies
Industry Financial Services
Experience
Docupace Technologies November 2014 - Present
Fetter Logic, Inc. March 2013 - August 2014
COR Clearing, LLC January 2012 - February 2013
Comprehensive Software Systems May 2008 - September 2011
HybridTrading, LLC May 2004 - April 2008
Bidwell & Company April 1994 - May 2004
Bidwell & Company June 2001 - January 2003
Bidwell & Company July 1997 - June 2001
Bidwell & Company April 1994 - July 1997
Kemper Securities, Inc September 1992 - April 1994
Skills
Series 7, Project Management, Portfolio Management, Financial Services, Equities, Cross-functional Team..., Vendor Management, Securities, Process Improvement, Strategy, SDLC, Platform Integration, Management, Mutual Funds, Software Development, Product Management, Business Development, Business Process, Investments, Clearing, IT Strategy, Business Process..., SaaS, Analysis, Back Office, Operations Management, Asset Management, Trading, Banking, Technology, CRM, Software Project..., Program Management, Business Strategy
Education
Gonzaga University 1988 — 1991
Bachelor of Business Administration, Finance
Docupace Technologies November 2014 - Present
Fetter Logic, Inc. March 2013 - August 2014
COR Clearing, LLC January 2012 - February 2013
Comprehensive Software Systems May 2008 - September 2011
HybridTrading, LLC May 2004 - April 2008
Bidwell & Company April 1994 - May 2004
Bidwell & Company June 2001 - January 2003
Bidwell & Company July 1997 - June 2001
Bidwell & Company April 1994 - July 1997
Kemper Securities, Inc September 1992 - April 1994
Skills
Series 7, Project Management, Portfolio Management, Financial Services, Equities, Cross-functional Team..., Vendor Management, Securities, Process Improvement, Strategy, SDLC, Platform Integration, Management, Mutual Funds, Software Development, Product Management, Business Development, Business Process, Investments, Clearing, IT Strategy, Business Process..., SaaS, Analysis, Back Office, Operations Management, Asset Management, Trading, Banking, Technology, CRM, Software Project..., Program Management, Business Strategy
Education
Gonzaga University 1988 — 1991
Bachelor of Business Administration, Finance
Brian Nodes Brian Nodes's COR Clearing LLC Experience August 2012 - September 2012
Job Supervisor, Support Services Health & Life Underwriting at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha March 2014 - Present
Mutual of Omaha September 2012 - Present
COR Clearing LLC August 2012 - September 2012
TD Ameritrade 2008 - June 2012
TD Ameritrade 2006 - 2008
TD Ameritrade 2004 - 2006
TD Ameritrade 2000 - 2004
TD Ameritrade 1998 - 2000
American Express Financial Advisors 1997 - 1998
Skills
Series 7, Series 63, Series 24, Series 4, FINRA, Mutual Funds, Securities, Wealth Management, Equities, Retirement Planning, Financial Services, Relationship Management, Customer Service, Sales Management, Sales, Problem Solving, Team Building, Budget, People-oriented, Risk Management
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelor of Science (B.S.), Business Administration
Westside High School 1988 — 1992
Diploma
Mutual of Omaha March 2014 - Present
Mutual of Omaha September 2012 - Present
COR Clearing LLC August 2012 - September 2012
TD Ameritrade 2008 - June 2012
TD Ameritrade 2006 - 2008
TD Ameritrade 2004 - 2006
TD Ameritrade 2000 - 2004
TD Ameritrade 1998 - 2000
American Express Financial Advisors 1997 - 1998
Skills
Series 7, Series 63, Series 24, Series 4, FINRA, Mutual Funds, Securities, Wealth Management, Equities, Retirement Planning, Financial Services, Relationship Management, Customer Service, Sales Management, Sales, Problem Solving, Team Building, Budget, People-oriented, Risk Management
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelor of Science (B.S.), Business Administration
Westside High School 1988 — 1992
Diploma
David Brant's COR Clearing LLC Experience October 2005 - December 2012
Job Director of Financial Reporting at Supertel Hospitality, Inc.
Industry Financial Services
Experience
Supertel Hospitality, Inc. September 2014 - Present
Robert Half January 2013 - August 2014
COR Clearing LLC October 2005 - December 2012
Wachovia Securities August 1998 - September 2005
Key Clearing June 1993 - July 1998
Education
The Ohio State University
Bachelor of Science (BS), Accounting and Finance
Supertel Hospitality, Inc. September 2014 - Present
Robert Half January 2013 - August 2014
COR Clearing LLC October 2005 - December 2012
Wachovia Securities August 1998 - September 2005
Key Clearing June 1993 - July 1998
Education
The Ohio State University
Bachelor of Science (BS), Accounting and Finance
Cory Stodola Cory Stodola's COR Clearing LLC Experience July 2008 - Present
Job Treasury Management Specialist at Legent Clearing
Industry Financial Services
Experience
COR Clearing LLC July 2008 - Present
US Bank June 1997 - December 2007
Skills
Credit, Process Improvement, Consumer Lending, Customer Service, Financial Analysis, Loans, Financial Services, Securities, Commercial Banking, Retail Banking, Microsoft Excel, Analysis, Account Reconciliation, Microsoft Office, Team Building, Cash Management, Banking
Education
University of Nebraska at Omaha 1998 — 2003
Bachelor of Science (B.S.), Communications
COR Clearing LLC July 2008 - Present
US Bank June 1997 - December 2007
Skills
Credit, Process Improvement, Consumer Lending, Customer Service, Financial Analysis, Loans, Financial Services, Securities, Commercial Banking, Retail Banking, Microsoft Excel, Analysis, Account Reconciliation, Microsoft Office, Team Building, Cash Management, Banking
Education
University of Nebraska at Omaha 1998 — 2003
Bachelor of Science (B.S.), Communications
Dena Wever Dena Wever's COR Clearing LLC Experience November 2014 - Present
Job Senior Accountant at COR Clearing
Industry Accounting
Experience
COR Clearing LLC November 2014 - Present
COR Clearing LLC June 2013 - Present
John T. Turco & Associates October 2012 - April 2013
Optimum Data December 2010 - May 2012
Skills
Legal Writing, Bankruptcy, Accounting, Microsoft Office, Microsoft Excel, Outlook, Legal Research, Westlaw, Legal Issues, Negotiation, Legal Compliance, Legal Assistance, Navision, Epicor, Crystal Reports, Finance, Financial Analysis, Analysis, Financial Statements, General Ledger
Education
Creighton University School of Law 2009 — 2012
Juris Doctorate, Law
University of Nebraska at Omaha 2005 — 2009
Bachelor of Science (B.S.), Accounting
COR Clearing LLC November 2014 - Present
COR Clearing LLC June 2013 - Present
John T. Turco & Associates October 2012 - April 2013
Optimum Data December 2010 - May 2012
Skills
Legal Writing, Bankruptcy, Accounting, Microsoft Office, Microsoft Excel, Outlook, Legal Research, Westlaw, Legal Issues, Negotiation, Legal Compliance, Legal Assistance, Navision, Epicor, Crystal Reports, Finance, Financial Analysis, Analysis, Financial Statements, General Ledger
Education
Creighton University School of Law 2009 — 2012
Juris Doctorate, Law
University of Nebraska at Omaha 2005 — 2009
Bachelor of Science (B.S.), Accounting
Josh Mechals Josh Mechals's COR Clearing LLC Experience April 2015 - Present
Job at
Industry Financial Services
Experience
COR Clearing LLC April 2015 - Present
COR Clearing LLC May 2012 - April 2015
Legent Clearing July 2005 - May 2012
LPL Financial July 2000 - May 2003
LPL Financial June 1997 - July 2000
Skills
Risk Management, Securities, Process Improvement, Options, Team Leadership, Equities, Financial Risk, Financial Services, FINRA, Fixed Income, Series 7, Series 24
Education
Linfield College 1992 — 1996
BA, Psychology, Biology
COR Clearing LLC April 2015 - Present
COR Clearing LLC May 2012 - April 2015
Legent Clearing July 2005 - May 2012
LPL Financial July 2000 - May 2003
LPL Financial June 1997 - July 2000
Skills
Risk Management, Securities, Process Improvement, Options, Team Leadership, Equities, Financial Risk, Financial Services, FINRA, Fixed Income, Series 7, Series 24
Education
Linfield College 1992 — 1996
BA, Psychology, Biology
Carlos P. Salas Carlos P. Salas's COR Clearing LLC Experience June 2012 - Present
Job CEO at COR Clearing
Industry Venture Capital & Private Equity
Experience
COR Clearing LLC June 2012 - Present
COR Securities Holdings, Inc. December 2011 - Present
COR Capital LLC June 2011 - Present
Williams Controls, Inc. 2004 - February 2012
Tengasco, Inc. 2004 - June 2011
Boston Restaurant Associates, Inc. 2006 - 2011
ACT Conferencing 2005 - 2011
Dolphin Advisors, LLC 2003 - 2011
Ultrablend, LLC 2002 - 2003
Credit Suisse First Boston 2000 - 2001
Skills
Private Equity, Mergers, Restructuring, Securities, Managerial Finance, Strategic Planning, Venture Capital, Business Strategy, Due Diligence, Corporate Finance, Risk Management, Financial Modeling
Education
University of Chicago Law School 1993 — 1996
JD
New York University 1989 — 1992
BA
Hotchkiss 1984 — 1989
COR Clearing LLC June 2012 - Present
COR Securities Holdings, Inc. December 2011 - Present
COR Capital LLC June 2011 - Present
Williams Controls, Inc. 2004 - February 2012
Tengasco, Inc. 2004 - June 2011
Boston Restaurant Associates, Inc. 2006 - 2011
ACT Conferencing 2005 - 2011
Dolphin Advisors, LLC 2003 - 2011
Ultrablend, LLC 2002 - 2003
Credit Suisse First Boston 2000 - 2001
Skills
Private Equity, Mergers, Restructuring, Securities, Managerial Finance, Strategic Planning, Venture Capital, Business Strategy, Due Diligence, Corporate Finance, Risk Management, Financial Modeling
Education
University of Chicago Law School 1993 — 1996
JD
New York University 1989 — 1992
BA
Hotchkiss 1984 — 1989
Colette Rex Colette Rex's COR Clearing LLC Experience November 2012 - Present
Job Executive Vice President at COR Clearing, LLC
Industry Financial Services
Experience
COR Clearing LLC November 2012 - Present
Morgan Stanley Wealth Management March 2011 - November 2012
BPU Investment Management, Inc April 2010 - October 2010
Grandview Group July 2007 - December 2009
AXA Advisors, LLC August 2000 - March 2007
The MONY Group 2003 - 2005
Pershing March 1994 - August 2000
Pershing September 1990 - August 2000
Pershing Div of BNY June 1993 - March 1994
Pershing Div of BNY December 1990 - June 1993
Education
Saint Peter's University 1992 — 1995
B.S., Business Management
Lake High School 1974 — 1978
Middlebranch Junior High
Saint Peter's College
B.S, Business Management
The Ohio State University
COR Clearing LLC November 2012 - Present
Morgan Stanley Wealth Management March 2011 - November 2012
BPU Investment Management, Inc April 2010 - October 2010
Grandview Group July 2007 - December 2009
AXA Advisors, LLC August 2000 - March 2007
The MONY Group 2003 - 2005
Pershing March 1994 - August 2000
Pershing September 1990 - August 2000
Pershing Div of BNY June 1993 - March 1994
Pershing Div of BNY December 1990 - June 1993
Education
Saint Peter's University 1992 — 1995
B.S., Business Management
Lake High School 1974 — 1978
Middlebranch Junior High
Saint Peter's College
B.S, Business Management
The Ohio State University
Kolton Eaton's COR Clearing LLC Experience June 2015 - Present
Job I.T /Military Professional
Industry Military
Experience
COR Clearing LLC June 2015 - Present
2-17th cavalry May 2009 - May 2013
Skills
Computer Hardware, Troubleshooting, Microsoft Excel, Military Operations, Military Aviation, Military Communications
Education
Colorado Technical University 2013 — 2017
currently attending 40+ credits, Information Technology
COR Clearing LLC June 2015 - Present
2-17th cavalry May 2009 - May 2013
Skills
Computer Hardware, Troubleshooting, Microsoft Excel, Military Operations, Military Aviation, Military Communications
Education
Colorado Technical University 2013 — 2017
currently attending 40+ credits, Information Technology
Crystal Dalton Crystal Dalton's COR Clearing LLC Experience October 2012 - June 2013
Job Payroll Specialist at Medical Solutions
Industry Financial Services
Experience
Medical Solutions April 2015 - Present
Kiewit June 2013 - April 2015
COR Clearing LLC October 2012 - June 2013
Spiral Solutions and Technologies, Inc. April 2011 - October 2012
Skills
Payroll, Accounting, Financial Reporting, Banking, Auditing, Cash Management, Organizational..., Microsoft Dynamics, 10 Key, Time Management, Communication, Human Resources, Payments, Credit Cards, Account Reconciliation, Accruals, Accounts Receivable, Deposits, Journal Entries, Invoicing, Cash, Peachtree, PeopleSoft, Bank Reconciliation, Tax, Spreadsheets, Accounts Payable, Loans, Microsoft Office, Team Building
Education
Metropolitan Community College 2013 — 2015
Accounting
Medical Solutions April 2015 - Present
Kiewit June 2013 - April 2015
COR Clearing LLC October 2012 - June 2013
Spiral Solutions and Technologies, Inc. April 2011 - October 2012
Skills
Payroll, Accounting, Financial Reporting, Banking, Auditing, Cash Management, Organizational..., Microsoft Dynamics, 10 Key, Time Management, Communication, Human Resources, Payments, Credit Cards, Account Reconciliation, Accruals, Accounts Receivable, Deposits, Journal Entries, Invoicing, Cash, Peachtree, PeopleSoft, Bank Reconciliation, Tax, Spreadsheets, Accounts Payable, Loans, Microsoft Office, Team Building
Education
Metropolitan Community College 2013 — 2015
Accounting
Eloiza D'Lima Eloiza D'Lima's COR Clearing LLC Experience June 2014 - Present
Job AML Risk Compliance
Industry Financial Services
Experience
COR Clearing LLC June 2014 - Present
Actinver Securities June 2013 - December 2013
Sanders Morris Harris September 2010 - June 2013
Next Financial June 2009 - August 2010
Stanford Group Company February 2007 - March 2009
Burr Wolff, L. P. November 2004 - November 2006
Mercer Advisors September 2001 - November 2004
Skills
Series 7, Series 24, Series 66, AML, Securities, FINRA, Investments, Investment Advisory, OFAC, Wealth Management, Uniform Combined State..., Mutual Funds, Internal Audit, Financial Services, Series 63, Trading, Finance, Portfolio Management, Alternative Investments, Banking, Equities, Anti Money Laundering
Education
Texas A&M University
Bachelor of Science (BS), Psychology
COR Clearing LLC June 2014 - Present
Actinver Securities June 2013 - December 2013
Sanders Morris Harris September 2010 - June 2013
Next Financial June 2009 - August 2010
Stanford Group Company February 2007 - March 2009
Burr Wolff, L. P. November 2004 - November 2006
Mercer Advisors September 2001 - November 2004
Skills
Series 7, Series 24, Series 66, AML, Securities, FINRA, Investments, Investment Advisory, OFAC, Wealth Management, Uniform Combined State..., Mutual Funds, Internal Audit, Financial Services, Series 63, Trading, Finance, Portfolio Management, Alternative Investments, Banking, Equities, Anti Money Laundering
Education
Texas A&M University
Bachelor of Science (BS), Psychology
Craig Hymowitz's COR Clearing LLC Experience January 2014 - May 2015
Job Of Counsel at Rumberger, Kirk & Caldwell
Industry Legal Services
Experience
COR Clearing LLC January 2014 - May 2015
Sterne Agee September 2010 - January 2014
RPost October 2009 - August 2010
Hymowitz Law April 2009 - August 2010
Blank Rome, LLP September 1999 - April 2009
U.S. Court of Federal Claims August 1998 - August 1999
The Center for the Study of Popular Culture 1994 - 1995
The Empowerment Network & Congressional Empowerment Caucus January 1993 - July 1993
Skills
Litigation, Commercial Litigation, Legal Writing, Arbitration, Corporate Law, Mediation, Securities Regulation, Corporate Governance, Anti-Money Laundering..., Internal Investigations, Risk Management, Dispute Resolution, Trials, Legal Advice, Anti Money Laundering, AML, Securities, Intellectual Property, Due Diligence, Legal Issues, Bankruptcy, Appeals, Administrative Law, Class Actions, Regulations, Litigation Management, Contract Negotiation, USA PATRIOT Act, Privacy Law, Joint Ventures, Legal Compliance, Banking Law, Private Equity, Election Law, OFAC / Economic..., Employment Law, Criminal Law, Licensing, Litigation Support, Corporate Finance, USA PATRIOT Act..., OFAC, Trade Secrets, Corporate Internal..., Securities Litigation, Competition Law, Editorial Writing
Education
University of Pennsylvania Law School 1995 — 1998
J.D.
Cornell University 1991 — 1994
Bachelor of Arts Cum Laude, Double Major: History and Government, Dean's List
Georgetown University - Fund for American Studies 1992 — 1992
Institute on Comparative Political and Economic Systems (ICPES)
COR Clearing LLC January 2014 - May 2015
Sterne Agee September 2010 - January 2014
RPost October 2009 - August 2010
Hymowitz Law April 2009 - August 2010
Blank Rome, LLP September 1999 - April 2009
U.S. Court of Federal Claims August 1998 - August 1999
The Center for the Study of Popular Culture 1994 - 1995
The Empowerment Network & Congressional Empowerment Caucus January 1993 - July 1993
Skills
Litigation, Commercial Litigation, Legal Writing, Arbitration, Corporate Law, Mediation, Securities Regulation, Corporate Governance, Anti-Money Laundering..., Internal Investigations, Risk Management, Dispute Resolution, Trials, Legal Advice, Anti Money Laundering, AML, Securities, Intellectual Property, Due Diligence, Legal Issues, Bankruptcy, Appeals, Administrative Law, Class Actions, Regulations, Litigation Management, Contract Negotiation, USA PATRIOT Act, Privacy Law, Joint Ventures, Legal Compliance, Banking Law, Private Equity, Election Law, OFAC / Economic..., Employment Law, Criminal Law, Licensing, Litigation Support, Corporate Finance, USA PATRIOT Act..., OFAC, Trade Secrets, Corporate Internal..., Securities Litigation, Competition Law, Editorial Writing
Education
University of Pennsylvania Law School 1995 — 1998
J.D.
Cornell University 1991 — 1994
Bachelor of Arts Cum Laude, Double Major: History and Government, Dean's List
Georgetown University - Fund for American Studies 1992 — 1992
Institute on Comparative Political and Economic Systems (ICPES)
Christina Weltzin Christina Weltzin's COR Clearing LLC Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
COR Clearing LLC June 2014 - Present
TD Ameritrade October 2011 - August 2013
TD Ameritrade January 2011 - October 2011
TD Ameritrade January 2009 - January 2011
TD Ameritrade November 2008 - July 2009
TD Ameritrade September 2007 - November 2008
TD Ameritrade April 2007 - November 2007
Skills
Series 7, Series 63, Series 24, Microsoft Office, Outstanding time..., Organized Multi-tasker, Written & Verbal..., Equity Trading, Clearing Houses, New Account Opening, Transfer of Assets, Project Management, Management, Logistics Management, Lean Transformation, Lean Tools, Leadership, Staff Development, Training Facilitation, Microsoft Excel, Microsoft Word, PowerPoint, OneNote, Outlook
Education
Bellevue University 2010 — 2013
Bachelor of Science (BS), Management
Metropolitan Community College 2007 — 2009
Associate of Science (AS), Business Administration and Management, General
COR Clearing LLC June 2014 - Present
TD Ameritrade October 2011 - August 2013
TD Ameritrade January 2011 - October 2011
TD Ameritrade January 2009 - January 2011
TD Ameritrade November 2008 - July 2009
TD Ameritrade September 2007 - November 2008
TD Ameritrade April 2007 - November 2007
Skills
Series 7, Series 63, Series 24, Microsoft Office, Outstanding time..., Organized Multi-tasker, Written & Verbal..., Equity Trading, Clearing Houses, New Account Opening, Transfer of Assets, Project Management, Management, Logistics Management, Lean Transformation, Lean Tools, Leadership, Staff Development, Training Facilitation, Microsoft Excel, Microsoft Word, PowerPoint, OneNote, Outlook
Education
Bellevue University 2010 — 2013
Bachelor of Science (BS), Management
Metropolitan Community College 2007 — 2009
Associate of Science (AS), Business Administration and Management, General
Elizabeth Milacek Elizabeth Milacek's COR Clearing LLC Experience August 2013 - December 2014
Job Associate Consultant at Securities America, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
COR Clearing LLC August 2013 - December 2014
TD Ameritrade January 2008 - July 2013
Best Buy March 2007 - May 2008
Skills
Series 7, Series 63, Salesforce.com, Microsoft Office, Customer Service, Networking, Lead Generation, Risk Management, Finance, Relationship Management
Education
University of Nebraska at Omaha 2012 — 2016
Marketing
Nebraska Christian College 2006 — 2007
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
COR Clearing LLC August 2013 - December 2014
TD Ameritrade January 2008 - July 2013
Best Buy March 2007 - May 2008
Skills
Series 7, Series 63, Salesforce.com, Microsoft Office, Customer Service, Networking, Lead Generation, Risk Management, Finance, Relationship Management
Education
University of Nebraska at Omaha 2012 — 2016
Marketing
Nebraska Christian College 2006 — 2007
Daniel Rold Daniel Rold's COR Clearing LLC Experience June 2012 - January 2015
Job Business Manager at Riverside CSD and Griswold CSD
Industry Education Management
Experience
Griswold Community Schools January 2015 - Present
Riverside Community School January 2015 - Present
COR Clearing LLC June 2012 - January 2015
COR Clearing LLC August 2004 - June 2012
Amegy Bank June 2003 - August 2004
Skills
Money Market Funds, IRAs, Unified Managed Accounts, Organizational..., Mutual Funds, Unit Investment Trusts, Transaction Processing, Data Analysis, Banking, Finance
Education
University of Northern Iowa 1999 — 2003
Bachelor of Arts (B.A.), Finance, Economics, General
AHST Community Schools 1995 — 1999
Griswold Community Schools January 2015 - Present
Riverside Community School January 2015 - Present
COR Clearing LLC June 2012 - January 2015
COR Clearing LLC August 2004 - June 2012
Amegy Bank June 2003 - August 2004
Skills
Money Market Funds, IRAs, Unified Managed Accounts, Organizational..., Mutual Funds, Unit Investment Trusts, Transaction Processing, Data Analysis, Banking, Finance
Education
University of Northern Iowa 1999 — 2003
Bachelor of Arts (B.A.), Finance, Economics, General
AHST Community Schools 1995 — 1999
Jessica Denny's COR Clearing LLC Experience May 2015 - Present
Job Operations
Industry Financial Services
Experience
COR Clearing LLC May 2015 - Present
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Business Analysis, Business Strategy, Business Planning, Business Management, Business Process, Risk Management, Risk Assessment, Market Risk, ROI development, Budget Analysis, Budget Preparation, Account Management, Corporate Communications, Internal Communications, Strategic Communications, Communications Strategy, Corporate Finance, Information Analysis, Information Design, Healthcare IT, IT Operations, Strategic Thinking, Attention To Detail, Meditech, Kronos, Healthcare Management, Project Planning, Project Management, Management, Change Management, Healthcare Information..., Budgets
Education
Central Connecticut State University 2008 — 2011
Bachelor of Science, Business Management
COR Clearing LLC May 2015 - Present
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Business Analysis, Business Strategy, Business Planning, Business Management, Business Process, Risk Management, Risk Assessment, Market Risk, ROI development, Budget Analysis, Budget Preparation, Account Management, Corporate Communications, Internal Communications, Strategic Communications, Communications Strategy, Corporate Finance, Information Analysis, Information Design, Healthcare IT, IT Operations, Strategic Thinking, Attention To Detail, Meditech, Kronos, Healthcare Management, Project Planning, Project Management, Management, Change Management, Healthcare Information..., Budgets
Education
Central Connecticut State University 2008 — 2011
Bachelor of Science, Business Management
Joseph Belek Joseph Belek's COR Clearing LLC Experience May 2012 - March 2014
Job AML and Fraud Surveillance Specialist at OptionsHouse
Industry Financial Services
Experience
OptionsHouse February 2015 - Present
BMO Financial Group April 2014 - February 2015
COR Clearing LLC May 2012 - March 2014
TD Ameritrade October 2004 - May 2012
Skills
AML, FINRA, Fraud, Anti Money Laundering, Financial Services, Securities
Education
University of Nebraska at Omaha 2008 — 2010
Master of Business Administration (MBA)
Creighton University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
OptionsHouse February 2015 - Present
BMO Financial Group April 2014 - February 2015
COR Clearing LLC May 2012 - March 2014
TD Ameritrade October 2004 - May 2012
Skills
AML, FINRA, Fraud, Anti Money Laundering, Financial Services, Securities
Education
University of Nebraska at Omaha 2008 — 2010
Master of Business Administration (MBA)
Creighton University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Yen Ho Yen Ho's COR Clearing LLC Experience July 2014 - February 2015
Job Lead DBA/Architect at CashCall, Inc.
Industry Computer Software
Experience
CashCall, Inc. February 2015 - Present
COR Clearing LLC July 2014 - February 2015
Ultra Mobile April 2014 - July 2014
Rakuten 楽天株式会社 December 2013 - April 2014
Kelley Blue Book May 2011 - December 2013
RealtyTrac February 2011 - May 2011
WebVisible May 2010 - February 2011
Buy.com February 2009 - May 2010
Kelley Blue Book May 2006 - February 2009
LA Fitness International, LLC 2003 - 2006
Skills
ASP.NET, Programming, SSRS, C#, VB.NET, ASP, SSIS, XML, SharePoint, LINQ, WCF, WPF, HTML, Agile Methodologies, Analysis Services, ASP.NET MVC, SDLC, Business Intelligence, AJAX, Silverlight, Scrum, Microsoft SQL Server, Web Services, Databases, Software Development, T-SQL, Powershell, Visual Studio, Web Applications, SQL, ETL, Data Warehousing, Visual Basic, OOP, .NET, Database Design
Education
California State University-Long Beach 1995 — 1999
Bachelor of Science (B.S.), Management Information Systems, General
CashCall, Inc. February 2015 - Present
COR Clearing LLC July 2014 - February 2015
Ultra Mobile April 2014 - July 2014
Rakuten 楽天株式会社 December 2013 - April 2014
Kelley Blue Book May 2011 - December 2013
RealtyTrac February 2011 - May 2011
WebVisible May 2010 - February 2011
Buy.com February 2009 - May 2010
Kelley Blue Book May 2006 - February 2009
LA Fitness International, LLC 2003 - 2006
Skills
ASP.NET, Programming, SSRS, C#, VB.NET, ASP, SSIS, XML, SharePoint, LINQ, WCF, WPF, HTML, Agile Methodologies, Analysis Services, ASP.NET MVC, SDLC, Business Intelligence, AJAX, Silverlight, Scrum, Microsoft SQL Server, Web Services, Databases, Software Development, T-SQL, Powershell, Visual Studio, Web Applications, SQL, ETL, Data Warehousing, Visual Basic, OOP, .NET, Database Design
Education
California State University-Long Beach 1995 — 1999
Bachelor of Science (B.S.), Management Information Systems, General
Christopher Schorgl's COR Clearing LLC Experience April 2013 - February 2014
Job Customer Service Representative at Security National Bank
Industry Financial Services
Experience
Security National Bank November 2014 - Present
COR Clearing LLC April 2013 - February 2014
TD Ameritrade September 2012 - April 2013
Creighton University October 2009 - November 2011
Financial Management Association January 2009 - December 2009
Country Club Bank May 2007 - August 2007
Skills
Management, Portfolio Management, Accounting, Microsoft Excel, Budgets, Outlook, Financial Analysis, Strategic Financial..., Brokerage Operations, Bloomberg Terminal, Oracle SQL, QuickBooks, PowerPoint, Banking, Grant Accounting, Buy-Ins, Recaps, Customer Service
Education
Creighton University's Heider College of Business 2007 — 2011
BSBA, Finance
Security National Bank November 2014 - Present
COR Clearing LLC April 2013 - February 2014
TD Ameritrade September 2012 - April 2013
Creighton University October 2009 - November 2011
Financial Management Association January 2009 - December 2009
Country Club Bank May 2007 - August 2007
Skills
Management, Portfolio Management, Accounting, Microsoft Excel, Budgets, Outlook, Financial Analysis, Strategic Financial..., Brokerage Operations, Bloomberg Terminal, Oracle SQL, QuickBooks, PowerPoint, Banking, Grant Accounting, Buy-Ins, Recaps, Customer Service
Education
Creighton University's Heider College of Business 2007 — 2011
BSBA, Finance
Wesley Lnenicka Wesley Lnenicka's COR Clearing LLC Experience January 2015 - Present
Job Correction Analyst at Pacific Life
Industry Insurance
Experience
COR Clearing LLC January 2015 - Present
Pacific Life July 2005 - January 2015
Skills
Analysis, Investments, Requirements Gathering, SDLC, Underwriting, Visio, Process Improvement, Business Requirements, Risk Management, Vendor Management
Education
Midland University 2013 — 2014
Master of Business Administration (MBA), Accounting
University of Nebraska at Omaha 2008 — 2011
Bachelor of Business Administration (BBA), Finance/Banking/Investment Science
COR Clearing LLC January 2015 - Present
Pacific Life July 2005 - January 2015
Skills
Analysis, Investments, Requirements Gathering, SDLC, Underwriting, Visio, Process Improvement, Business Requirements, Risk Management, Vendor Management
Education
Midland University 2013 — 2014
Master of Business Administration (MBA), Accounting
University of Nebraska at Omaha 2008 — 2011
Bachelor of Business Administration (BBA), Finance/Banking/Investment Science
Rod Cargill's COR Clearing LLC Experience May 2012 - December 2012
Job Internal Audit Quality Assurance Manger at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha January 2013 - Present
COR Clearing LLC May 2012 - December 2012
Nebraska Department of Labor August 2011 - May 2012
Consolidated Container Company November 2004 - May 2011
Valmont Industries October 2001 - November 2004
Arthur Anderson September 1997 - September 2001
Olathe School District September 1987 - June 1992
Bellevue School District September 1983 - June 1987
Skills
Accounting, Internal Audit, Risk Assessment, Auditing, Financial Analysis, Internal Controls, Management, Financial Reporting, Budgets, Finance, Sarbanes-Oxley Act, Training, Process Improvement, Quality Auditing, Business Process, Sarbanes-Oxley, COSO, Risk Management, Enterprise Risk..., Forecasting, IT Audit, Financial Audits, Business Process..., PeopleSoft
Education
University of Nebraska at Omaha 1995 — 1997
BSBA, Accounting
University of Nebraska-Lincoln 1979 — 1982
BS, Secondary Education
Mutual of Omaha January 2013 - Present
COR Clearing LLC May 2012 - December 2012
Nebraska Department of Labor August 2011 - May 2012
Consolidated Container Company November 2004 - May 2011
Valmont Industries October 2001 - November 2004
Arthur Anderson September 1997 - September 2001
Olathe School District September 1987 - June 1992
Bellevue School District September 1983 - June 1987
Skills
Accounting, Internal Audit, Risk Assessment, Auditing, Financial Analysis, Internal Controls, Management, Financial Reporting, Budgets, Finance, Sarbanes-Oxley Act, Training, Process Improvement, Quality Auditing, Business Process, Sarbanes-Oxley, COSO, Risk Management, Enterprise Risk..., Forecasting, IT Audit, Financial Audits, Business Process..., PeopleSoft
Education
University of Nebraska at Omaha 1995 — 1997
BSBA, Accounting
University of Nebraska-Lincoln 1979 — 1982
BS, Secondary Education
Manjuram Perumalla's COR Clearing LLC Experience September 2013 - Present
Job IT Consultant
Industry Financial Services
Experience
COR Clearing LLC September 2013 - Present
Investlab March 2013 - September 2013
Morgan Stanley June 2011 - February 2013
Interactive Data Corporation February 2011 - May 2011
FireScope, Inc. November 2007 - January 2011
Nexa Technologies December 2003 - October 2007
Valubond October 2000 - February 2002
Verizon 1999 - 2000
Skills
Ant, Java Enterprise Edition, Spring, Agile Methodologies, Unix, Java, Architecture, Hibernate, JDBC, JMS, Web Services, Sybase, Weblogic, Eclipse, OOP, SOAP, MySQL, SQL, Maven, Tomcat, REST, EJB, Test Driven Development, SOA, Object Oriented Design, Architectures
Education
Acharya Nagarjuna University 1987 — 1991
B.S., Computer Science
VRS Enginnering College 1987 — 1991
B.Tech, Computer Science
COR Clearing LLC September 2013 - Present
Investlab March 2013 - September 2013
Morgan Stanley June 2011 - February 2013
Interactive Data Corporation February 2011 - May 2011
FireScope, Inc. November 2007 - January 2011
Nexa Technologies December 2003 - October 2007
Valubond October 2000 - February 2002
Verizon 1999 - 2000
Skills
Ant, Java Enterprise Edition, Spring, Agile Methodologies, Unix, Java, Architecture, Hibernate, JDBC, JMS, Web Services, Sybase, Weblogic, Eclipse, OOP, SOAP, MySQL, SQL, Maven, Tomcat, REST, EJB, Test Driven Development, SOA, Object Oriented Design, Architectures
Education
Acharya Nagarjuna University 1987 — 1991
B.S., Computer Science
VRS Enginnering College 1987 — 1991
B.Tech, Computer Science
Dustin Church's COR Clearing LLC Experience August 2008 - December 2009
Job Principal Engineer at Alchemy Security, LLC
Industry Information Technology and Services
Experience
Alchemy Security, LLC April 2015 - Present
Kohll's Pharmacy & HomeCare January 2015 - April 2015
TransTech IT Staffing November 2014 - January 2015
Kelley Bean December 2009 - November 2014
COR Clearing LLC August 2008 - December 2009
COR Clearing LLC November 2006 - August 2008
E-Frame Technologies, LLC April 2006 - November 2006
E-Frame Technologies, LLC February 2005 - April 2006
E-Frame Technologies, LLC May 2004 - February 2005
TSL Companies June 2001 - May 2004
Skills
Disaster Recovery, IT Management, Data Center, Active Directory, VMware, Windows Server, Virtualization, Cisco Technologies, VMware ESX, Vendor Management, VMware Infrastructure, ShoreTel, Sonicwall, C#, ASP.NET, Microsoft SQL Server, Department Budgeting, Project Planning, Troubleshooting, Remote User Support, Servers, Network Administration, Security, Firewalls, Group Policy, Routers, Switches, DNS, Microsoft Exchange, VPN
Education
Iowa Western Community College 1999 — 2001
Associate of Applied Science and Technology, Microcomputer Support Specialist
Alchemy Security, LLC April 2015 - Present
Kohll's Pharmacy & HomeCare January 2015 - April 2015
TransTech IT Staffing November 2014 - January 2015
Kelley Bean December 2009 - November 2014
COR Clearing LLC August 2008 - December 2009
COR Clearing LLC November 2006 - August 2008
E-Frame Technologies, LLC April 2006 - November 2006
E-Frame Technologies, LLC February 2005 - April 2006
E-Frame Technologies, LLC May 2004 - February 2005
TSL Companies June 2001 - May 2004
Skills
Disaster Recovery, IT Management, Data Center, Active Directory, VMware, Windows Server, Virtualization, Cisco Technologies, VMware ESX, Vendor Management, VMware Infrastructure, ShoreTel, Sonicwall, C#, ASP.NET, Microsoft SQL Server, Department Budgeting, Project Planning, Troubleshooting, Remote User Support, Servers, Network Administration, Security, Firewalls, Group Policy, Routers, Switches, DNS, Microsoft Exchange, VPN
Education
Iowa Western Community College 1999 — 2001
Associate of Applied Science and Technology, Microcomputer Support Specialist
Jeff Sime's COR Clearing LLC Experience January 2011 - Present
Job President & CFO at COR Clearing
Industry Internet
Experience
COR Clearing LLC January 2011 - Present
BOCO Apparel November 2009 - Present
Secure Cyber Vault November 2008 - Present
United Western Bank April 2010 - January 2011
Selero Inc. April 2009 - March 2010
Nunami Services LLC April 2009 - March 2010
Ollie Webb Center, Inc. 2000 - 2010
Selero 2008 - 2009
SouthPointe Digital Technologies LLC November 2007 - November 2008
Legent Clearing October 2002 - May 2007
Education
The University of South Dakota 1980 — 1984
BSBA, Accounting
Fairmont High School 1976 — 1980
COR Clearing LLC January 2011 - Present
BOCO Apparel November 2009 - Present
Secure Cyber Vault November 2008 - Present
United Western Bank April 2010 - January 2011
Selero Inc. April 2009 - March 2010
Nunami Services LLC April 2009 - March 2010
Ollie Webb Center, Inc. 2000 - 2010
Selero 2008 - 2009
SouthPointe Digital Technologies LLC November 2007 - November 2008
Legent Clearing October 2002 - May 2007
Education
The University of South Dakota 1980 — 1984
BSBA, Accounting
Fairmont High School 1976 — 1980
George W. (Tres) Arnett III's COR Clearing LLC Experience May 2012 - October 2013
Job Partner, McCarter & English
Industry Law Practice
Experience
COR Clearing LLC May 2012 - October 2013
HedgeMark International LLC January 2011 - February 2012
Pershing LLC May 2000 - January 2011
New Jersey Division of Criminal Justice March 1993 - March 1997
Skills
Securities Litigation, Securities Fraud, General Securities..., AML, Securities Market, Securities Regulation, Prime Brokerage, Series 63, Financial Regulation, Investment Advisers Act, SEC, Corporate Actions, USA PATRIOT Act, Commercial Litigation, Securities Lending, Legal Compliance, Dodd-Frank, Alternative Investments, Corporate Governance, Fraud, Investment Management, Mutual Funds, KYC, Dispute Resolution, Equities, Investment Company Act, Litigation Support, Financial Services, Securities
Education
Georgetown University Law Center 1985 — 1988
Doctor of Law (J.D.)
Yale University 1980 — 1984
Bachelor of Arts (B.A.)
COR Clearing LLC May 2012 - October 2013
HedgeMark International LLC January 2011 - February 2012
Pershing LLC May 2000 - January 2011
New Jersey Division of Criminal Justice March 1993 - March 1997
Skills
Securities Litigation, Securities Fraud, General Securities..., AML, Securities Market, Securities Regulation, Prime Brokerage, Series 63, Financial Regulation, Investment Advisers Act, SEC, Corporate Actions, USA PATRIOT Act, Commercial Litigation, Securities Lending, Legal Compliance, Dodd-Frank, Alternative Investments, Corporate Governance, Fraud, Investment Management, Mutual Funds, KYC, Dispute Resolution, Equities, Investment Company Act, Litigation Support, Financial Services, Securities
Education
Georgetown University Law Center 1985 — 1988
Doctor of Law (J.D.)
Yale University 1980 — 1984
Bachelor of Arts (B.A.)
christopher cervino's COR Clearing LLC Experience August 2013 - October 2014
Job Managing Director at COR Clearing LLC
Industry Financial Services
Experience
COR Clearing LLC August 2013 - October 2014
Wilson-Davis & Co., Inc. 2012 - August 2013
GFI Group 2010 - 2011
Lighthouse Financial Group September 2008 - July 2010
RBC Capital Markets October 2002 - February 2008
Skills
Trading, Private Equity, Financial Services, Prime Brokerage, Market Making, Real Estate, Equities, Investment Banking, Investments, Hedge Funds, Financial Markets, Capital Markets, Securities, Series 7, Asset Management, Series 63, Sales, Due Diligence, Alternative Investments, Electronic Trading, FINRA, Options, Equity Trading, Private Placements, Trading Systems
Education
Montclair State University 1993 — 1996
University of Michigan-Dearborn 1991 — 1993
COR Clearing LLC August 2013 - October 2014
Wilson-Davis & Co., Inc. 2012 - August 2013
GFI Group 2010 - 2011
Lighthouse Financial Group September 2008 - July 2010
RBC Capital Markets October 2002 - February 2008
Skills
Trading, Private Equity, Financial Services, Prime Brokerage, Market Making, Real Estate, Equities, Investment Banking, Investments, Hedge Funds, Financial Markets, Capital Markets, Securities, Series 7, Asset Management, Series 63, Sales, Due Diligence, Alternative Investments, Electronic Trading, FINRA, Options, Equity Trading, Private Placements, Trading Systems
Education
Montclair State University 1993 — 1996
University of Michigan-Dearborn 1991 — 1993
Beth Howie's COR Clearing LLC Experience May 2013 - August 2013
Job Owner, HEMK LLC
Industry Consumer Services
Experience
HEMK LLC November 2013 - Present
Omaha Steaks November 2011 - Present
National Safety Council, Greater Omaha Chapter June 2004 - Present
Dillon Brothers Harley-Davidson June 2004 - Present
COR Clearing LLC May 2013 - August 2013
RemitPro November 2008 - May 2013
Panera Bread February 2009 - November 2009
eFrame December 2006 - September 2008
Omaha Public Schools May 2005 - December 2006
Nebraska Domestic Violence Sexual Assault Coalition May 2003 - May 2005
Skills
Troubleshooting, Windows, Active Directory, Computer Hardware, Disaster Recovery, Security, HTML, Windows 7, SQL, Microsoft Office, Operating Systems, Networking, Team Building, Data Center, Strategic Planning, Customer Service, Project Management, Management, Microsoft Exchange, Servers
Education
Metropolitan Community College 2012 — 2012
Certificate, Project Management, Pass
College of St Mary 1998 — 2000
Bachelor of Science, Computer Information Management
Southeast Community College 1987 — 1991
Associate of Applied Science, Journalism
bunnell 1977 — 1980
Diploma, General
HEMK LLC November 2013 - Present
Omaha Steaks November 2011 - Present
National Safety Council, Greater Omaha Chapter June 2004 - Present
Dillon Brothers Harley-Davidson June 2004 - Present
COR Clearing LLC May 2013 - August 2013
RemitPro November 2008 - May 2013
Panera Bread February 2009 - November 2009
eFrame December 2006 - September 2008
Omaha Public Schools May 2005 - December 2006
Nebraska Domestic Violence Sexual Assault Coalition May 2003 - May 2005
Skills
Troubleshooting, Windows, Active Directory, Computer Hardware, Disaster Recovery, Security, HTML, Windows 7, SQL, Microsoft Office, Operating Systems, Networking, Team Building, Data Center, Strategic Planning, Customer Service, Project Management, Management, Microsoft Exchange, Servers
Education
Metropolitan Community College 2012 — 2012
Certificate, Project Management, Pass
College of St Mary 1998 — 2000
Bachelor of Science, Computer Information Management
Southeast Community College 1987 — 1991
Associate of Applied Science, Journalism
bunnell 1977 — 1980
Diploma, General
Mandie Boone's COR Clearing LLC Experience July 2013 - Present
Job Owner of Aphrodite's Drawers
Industry Entertainment
Experience
COR Clearing LLC July 2013 - Present
Aphrodite's Drawers November 2010 - November 2014
Western Union Business Solutions November 2012 - November 2012
Advance America January 2011 - November 2012
Harrah's Casino Council Bluffs October 2005 - August 2010
Skills
Loss Prevention, Customer Service, Inventory Management, Customer Satisfaction, Store Management
Education
Metropolitan Community College 2004 — 2006
Associates, Criminal Justice
School Diploma Highland High School
COR Clearing LLC July 2013 - Present
Aphrodite's Drawers November 2010 - November 2014
Western Union Business Solutions November 2012 - November 2012
Advance America January 2011 - November 2012
Harrah's Casino Council Bluffs October 2005 - August 2010
Skills
Loss Prevention, Customer Service, Inventory Management, Customer Satisfaction, Store Management
Education
Metropolitan Community College 2004 — 2006
Associates, Criminal Justice
School Diploma Highland High School
Alex Vassilowitch's COR Clearing LLC Experience January 2014 - Present
Job Trading Supervisor at COR Clearing LLC
Industry Capital Markets
Experience
COR Clearing LLC January 2014 - Present
Consultant at Prudential September 2013 - December 2013
Hold Brothers Capital July 2010 - March 2013
Cantor Fitzgerald October 2004 - December 2009
Cantor Fitzgerald December 2002 - October 2004
Skills
Microsoft Office, Thompson One, Trading, Treasury Management, Equities, Series 7, Windows, Trading Systems, Trading Strategies, Electronic Trading, Equity Trading, Thomson One, Bloomberg Terminal, Fidessa, Brass, eSignal, Firm 58, Sterling Trader, Pink Link, NASDAQ Workstation, Securities, Traders, Market Data, Bloomberg, Fixed Income, Series 24, Middle Office, Risk Management, FINRA, Options, Financial Markets, Hedge Funds, Derivatives, ETFs, Series 63, Bonds
Education
Loyola University Maryland 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance & International Business, 3.48 overall; 3.74 majors
COR Clearing LLC January 2014 - Present
Consultant at Prudential September 2013 - December 2013
Hold Brothers Capital July 2010 - March 2013
Cantor Fitzgerald October 2004 - December 2009
Cantor Fitzgerald December 2002 - October 2004
Skills
Microsoft Office, Thompson One, Trading, Treasury Management, Equities, Series 7, Windows, Trading Systems, Trading Strategies, Electronic Trading, Equity Trading, Thomson One, Bloomberg Terminal, Fidessa, Brass, eSignal, Firm 58, Sterling Trader, Pink Link, NASDAQ Workstation, Securities, Traders, Market Data, Bloomberg, Fixed Income, Series 24, Middle Office, Risk Management, FINRA, Options, Financial Markets, Hedge Funds, Derivatives, ETFs, Series 63, Bonds
Education
Loyola University Maryland 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance & International Business, 3.48 overall; 3.74 majors
Darren Parsons's COR Clearing LLC Experience March 2013 - Present
Job Operations Manager at COR Clearing LLC
Industry Financial Services
Experience
COR Clearing LLC March 2013 - Present
TD Ameritrade July 1993 - December 2012
Skills
Program Management, Series 24, Banking, Securities, Risk Management, Equities, FINRA, Financial Services, Series 7, Portfolio Management, Series 63, Wealth Management, Business Analysis, SDLC, Management, Investments, Process Improvement, Team Leadership, Relationship Management, Asset Management, Cross-functional Team..., Team Building, Options, Fixed Income, Mutual Funds, Vendor Management, Financial Risk, Trading, Strategic Planning
Education
University of Nebraska-Lincoln 1989 — 1993
business
COR Clearing LLC March 2013 - Present
TD Ameritrade July 1993 - December 2012
Skills
Program Management, Series 24, Banking, Securities, Risk Management, Equities, FINRA, Financial Services, Series 7, Portfolio Management, Series 63, Wealth Management, Business Analysis, SDLC, Management, Investments, Process Improvement, Team Leadership, Relationship Management, Asset Management, Cross-functional Team..., Team Building, Options, Fixed Income, Mutual Funds, Vendor Management, Financial Risk, Trading, Strategic Planning
Education
University of Nebraska-Lincoln 1989 — 1993
business
Flores De Meneses Joe's COR Clearing LLC Experience April 2013 - Present
Job Managing Director Business Development at COR Clearing LLC
Industry Financial Services
Experience
COR Clearing LLC April 2013 - Present
COR Securities Holdings May 2012 - April 2013
Direct Access Partners October 2008 - May 2012
Education
Hobart and William Smith Colleges 1990 — 1994
BA, Comparative Literature, Economics
Salisbury School
COR Clearing LLC April 2013 - Present
COR Securities Holdings May 2012 - April 2013
Direct Access Partners October 2008 - May 2012
Education
Hobart and William Smith Colleges 1990 — 1994
BA, Comparative Literature, Economics
Salisbury School
Barbara Saucier's COR Clearing LLC Experience May 2012 - Present
Job Settlements Technician at COR Clearing LLC
Industry Financial Services
Experience
COR Clearing LLC May 2012 - Present
TD Ameritrade 2004 - 2011
Offutt ATA Black Belt Academy January 2003 - September 2003
Corporate Express January 1999 - January 2003
Skills
Microsoft Office, Human Resources, Customer Service, Outlook, PowerPoint, Microsoft Word, Administrative..., Access, System Administration, Budgets, Research, Public Speaking, Event Planning, Project Management, Strategic Planning
Education
University of Nebraska-Lincoln 1979 — 1980
BA, Theatre/Buisness
COR Clearing LLC May 2012 - Present
TD Ameritrade 2004 - 2011
Offutt ATA Black Belt Academy January 2003 - September 2003
Corporate Express January 1999 - January 2003
Skills
Microsoft Office, Human Resources, Customer Service, Outlook, PowerPoint, Microsoft Word, Administrative..., Access, System Administration, Budgets, Research, Public Speaking, Event Planning, Project Management, Strategic Planning
Education
University of Nebraska-Lincoln 1979 — 1980
BA, Theatre/Buisness
Jeremy Prochnow's COR Clearing LLC Experience July 2014 - Present
Job Brokerage Operations Specialist with Financial Analysis Interest
Industry Financial Services
Experience
COR Clearing LLC July 2014 - Present
Principal Financial Group June 2013 - July 2014
Dahl's Foods July 2012 - February 2014
Nationwide Insurance May 2012 - June 2013
John Deere Financial April 2011 - May 2012
Fareway Stores February 2009 - January 2011
Skills
Financial Analysis, Investments, Customer Service, Insurance, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Underwriting, Accounting, Outlook, Data Entry
Education
AIB College of Business 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.88
Iowa Lakes Community College 2008 — 2010
Associate of Arts (A.A.), General Studies, 2.92
COR Clearing LLC July 2014 - Present
Principal Financial Group June 2013 - July 2014
Dahl's Foods July 2012 - February 2014
Nationwide Insurance May 2012 - June 2013
John Deere Financial April 2011 - May 2012
Fareway Stores February 2009 - January 2011
Skills
Financial Analysis, Investments, Customer Service, Insurance, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Underwriting, Accounting, Outlook, Data Entry
Education
AIB College of Business 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.88
Iowa Lakes Community College 2008 — 2010
Associate of Arts (A.A.), General Studies, 2.92
Justin Leinen's COR Clearing LLC Experience April 2013 - Present
Job Stock receipts specialist at COR Clearing LLC
Industry Investment Management
Experience
COR Clearing LLC April 2013 - Present
Sherwin Williams 2000 - 2012
West Telemarketing May 1998 - March 2000
Skills
Dependable Team Player, Management, Human Resources, Marketing, Accounts Receivable, Computers
Education
Lubbock Christian University 1996 — 1998
York College of Nebraska 1994 — 1996
Associate's degree, Business Administration and Management, General
COR Clearing LLC April 2013 - Present
Sherwin Williams 2000 - 2012
West Telemarketing May 1998 - March 2000
Skills
Dependable Team Player, Management, Human Resources, Marketing, Accounts Receivable, Computers
Education
Lubbock Christian University 1996 — 1998
York College of Nebraska 1994 — 1996
Associate's degree, Business Administration and Management, General
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial