TD Waterhouse Investor Services, Inc.
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TD Waterhouse Investor Services, Inc. Employees
www.donrayartist.com September 2012 - Present
World Financial Group (WFG) AEGON August 2009 - September 2012
Thomson-Reuters (Tekmark Agency) April 2008 - February 2009
AXA Advisors February 2007 - September 2007
TD Waterhouse Investor Services, Inc. March 1999 - April 2006
Castle Securities January 1997 - December 1998
I.A. Rabinowitz February 1995 - November 1996
Skills
Series 7, Mutual Funds, Series 63, Investments, Portfolio Management, Options, Trading, Wealth Management, FINRA, Equities, Financial Services, Securities, Strategic Financial..., Fixed Income, Insurance, Customer Service..., Social Media Marketing, Market Data, Finance, FX Options, Hedge Funds, Bloomberg
Education
John Jay College of Criminal Justice 2010 — 2014
Political Science, Political Economy, 3.78
City University of New York City College 1992 — 1994
Associate, Marketing
Self Employed June 2003 - Present
Sirius XM Radio Inc. March 2007 - March 2013
TD Waterhouse Investor Services, Inc. January 2001 - April 2004
TD Waterhouse Investor Services, Inc. January 1998 - January 2001
TD Waterhouse Investor Services, Inc. July 1997 - January 1998
TD Waterhouse Investor Services, Inc. February 1997 - July 1997
TD Waterhouse Investor Services, Inc. April 1995 - February 1997
Waterhouse Securities, Inc. July 1993 - April 1995
Waterhouse Securities, Inc. May 1992 - July 1993
Waterhouse Securities, Inc. April 1991 - May 1992
Skills
Pets, Coaching, Team Building, Customer Satisfaction, Customer Service, Leadership, Small Business, Sales, Dogs, Outlook, Dog Training, Sales Management, Training, Franchising, Public Speaking, Marketing, Television, Marketing Strategy, Time Management, Social Networking, Leadership Development, Entrepreneurship, Social Media Marketing, Advertising, Event Planning, Strategic Planning, Retail, Budgets, Online Marketing, Social Media
Education
Merrimack College 1986 — 1990
Bachelor's degree, Finance, General
D.A. Davidson & Co. June 2008 - February 2015
Panhandle State Bank Investment Services/LPL August 2007 - June 2008
Bank of America February 2005 - June 2005
TD Waterhouse Investor Services, Inc. May 2003 - November 2004
Charles Schwab May 1991 - May 2003
Skills
CERTIFIED FINANCIAL..., ACCREDITED ASSET..., Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Financial Analysis, Insurance Planning, Equities, Asset Allocation, Budgeting, Socially Responsible..., Investments, Estate Planning
Education
College for Financial Planning
Course of study for Certified Financial Planner® qualification
College for Financial Planning
Accredited Asset Management Specialist, AAMS ®
UCLA
Bachelor of Arts, Communications Studies
University of Santa Monica
Master of Arts, Applied Psychology
Brand X Designs February 2011 - Present
Sushi X June 2003 - September 2011
OptionsXpress, Inc February 2002 - April 2003
TD Waterhouse Investor Services, Inc May 2001 - July 2001
TD Waterhouse Investor Services, Inc. November 2000 - May 2001
TD Waterhouse Investor Services, Inc. August 1999 - November 2000
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Finance, Business Administration
TD Ameritrade November 2014 - Present
TD Ameritrade July 2012 - November 2014
TD AMERITRADE June 2007 - July 2012
TD AMERITRADE March 2003 - June 2007
TD Waterhouse Investor Services, Inc. August 1998 - March 2006
Skills
SDLC, PMP, Product Development, Series 7, Project Portfolio..., Strategy, Integration, Project Management, Business Requirements, Management, Series 63, Portfolio Management, Vendor Management, Risk Management, Business Analysis, Fixed Income, Options, Financial Services, Securities, Relationship Management, Mutual Funds, Series 24, Program Management
Education
State University of New York - System 1992 — 1996
BA, Finance
Capital One April 2012 - Present
Oyster Consulting, LLC September 2009 - March 2012
ICMA-Retirement Corporation August 2008 - April 2009
Wachovia Securities June 2005 - July 2008
TD WATERHOUSE INVESTOR SERVICES, INC. 2001 - 2003
Laderburg Thallman 2000 - 2001
NASD Regulation 1997 - 2001
Skills
Series 7, FINRA, Equities, Securities, Series 63, Mutual Funds, Securities Regulation, Capital Markets, AML, Investment Advisory, Hedge Funds, Series 24, Trading, Asset Management, Equity Trading, Fixed Income, Trusts, Anti Money Laundering
Education
West Virginia University College of Law 1989 — 1992
Juris Doctor
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Political Science
West Virginia University College of Law
Juris Doctor
Ameriprise Financial Services, Inc. November 2004 - Present
Churchill Management Group June 2001 - April 2004
TD Waterhouse Investor Services, Inc. December 1997 - May 2001
Education
Montana State University-Billings 1992 — 1996
Bachelor of Scienc, Sociology