TDAmeritrade Company
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Customer service: 1 (800) 669-3900 Headquarters: Omaha, NE CEO: Tim Hockey (Oct 2016–) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
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TDAmeritrade Employees
Catholic Health Initiatives July 2012 - January 2015
Janus Capital Group September 2009 - December 2011
MetLife January 2008 - May 2009
Securities America June 2005 - January 2008
TDAmeritrade May 1998 - June 2005
Ameritrade 1998 - 2005
Ameritrade Holding Corporation 2001 - 2004
Ameritrade 1999 - 2001
Ameritrade 1998 - 1999
Skills
Process Improvement, Recruiting, Leadership, Cross-functional Team..., Management, Analysis, Business Development
Education
Bellevue University
Master
Bellevue University
BS
Blair Junior College
AS
Urbandale High School
Diploma
TD Ameritrade September 2012 - Present
TDAmeritrade September 2011 - September 2012
TD Ameritrade September 2005 - September 2011
JPMorgan October 2003 - September 2005
Skills
Series 24, Wealth Management, Uniform Combined State..., Series 7, Series 63, Sales Management, Recruiting, Career Development..., Asset Allocation, Securities, Series 65, Mutual Funds, Retirement Planning, Financial Advisory, Investments, 401k, Investment Advisory, ETFs, Separately Managed..., FINRA, Financial Services, Investment Strategies, Retirement
Education
Rice University 1984 — 1988
Bachelor's Degree
University of St. Thomas (TX) 1988 — 1989
Master of Business Administration (M.B.A.), Finance, General
Breed's Hill Wealth Management April 2014 - Present
Commonwealth Financial Network April 2014 - Present
Stockcross Financial Services Inc October 2008 - April 2014
SunTrust Investment Services March 2007 - October 2008
TDAmeritrade June 1999 - December 2006
Morgan Stanley January 1997 - May 1999
Skills
Portfolio Management, Asset Management, Bonds, Investments, Risk Management, Fixed Income, Wealth Management, Finance, Securities, Fixed Annuities, Retirment Income...
Education
Hartwick College 1985 — 1989
Bachelor of Arts (B.A.), Business, Management
University of Central Florida 2000 — 2001
Executive Financial Planning Certification Program
Valle Del Sol January 2015 - Present
CPES Behavioral Health July 2014 - December 2014
Esteem Brands September 2009 - May 2012
MerCruiser November 2007 - March 2009
Mutual of Omaha 2007 - 2007
TDAmeritrade April 2004 - April 2006
Hewlett-Packard 1997 - 2001
Keebler October 1989 - April 1992
Skills
Strategy, Marketing Strategy, Business Development, Business Strategy, Leadership, Counseling Psychology, Mental Health Counseling, Management, Career Counseling, Group Therapy, Sales, Program Management, Strategic Planning, Cross-functional Team..., Competitive Analysis, Product Management, Marketing Management, Public Speaking, Team Building, Product Development
Education
Arizona State University 2012 — 2014
Masters of Counseling and Psychology
The College of William and Mary - The Mason School of Business 1987 — 1989
MBA
Southern Methodist University 1980 — 1984
BFA
TD Ameritrade March 2008 - Present
Tdameritrade 2008 - 2015
Tdameritrade 2008 - 2015
Gen Re August 2007 - November 2007
Principal Financial Group May 2005 - December 2005
Skills
Series 7, Options, Bloomberg, Trading, Equities, Microsoft Office, Access, PowerPoint, Word, Excel, Analysis, Problem Solving, Microsoft Excel, Sales, FINRA, Customer Service, Series 63, Risk Management, Trading Systems, Bloomberg Terminal, Salesforce.com, Process Improvement, Equity Trading, Series 24, Finance, ETFs, Securities
Education
Drake University 2003 — 2007
BA, Business and Insurance
TD Ameritrade April 2014 - Present
TD Ameritrade January 2012 - Present
TDAmeritrade August 2008 - December 2011
Leaf Mountain Financial Svcs. January 2001 - August 2008
Skills
Series 7, Investments, Mutual Funds, Series 63, Wealth Management, Equities, Securities, Portfolio Management, Retirement Planning, Financial Services, Risk Management
Education
San Diego State University-California State University 1983 — 1992
Bachelor of Business Administration (B.B.A.), International Business
St Augustines San Diego
TDAmeritrade March 2014 - Present
Clear 4 Take Off October 2012 - Present
TSBG LLC. 2010 - January 2014
Wells Fargo Advisors March 2008 - June 2010
Skills
Sales, Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Finance, Series 7, New Business Development, Mutual Funds, Retirement Planning, Team Management, Options, Operations Management, Business Relationship..., series 66, Life Insurance, Annuity Sales, Aviation, corporate aviation
Education
NYU 2002 — 2005
Bachelor of Science (BS)
FSU
my own business 2010 - Present
Investment advisor/technical analysis November 1998 - 2009
TDAmeritrade 2002 - 2004
US Army Retired January 1967 - 1987
Skills
Banking, Loans, Risk Management, Technical Translation, Trados, English, Customer Service, Recruiting, New Business Development, Analysis, Strategic Planning, Forecasting, Team Building, Leadership, Business Strategy, Management, Negotiation, Microsoft Office, Marketing Strategy
Education
Troy State University
Principal Financial Group October 2012 - Present
COUNTRY ® Financial July 2009 - October 2012
TDAMERITRADE January 2007 - May 2009
REGAL SECURITIES November 2005 - January 2007
ROUND HILL SECURITIES March 2002 - November 2005
Scottrade July 1989 - January 2002
ROSENKRANTZ, LYON & ROSS, INC. January 1989 - March 1989
RAF FINANCIAL February 1988 - September 1988
Legend Securities Inc. June 1985 - December 1987
Merrill Lynch October 1981 - June 1985
Skills
401k, 403 b, SEP, Simple IRA, Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
DePaul University 1980 — 1981
ACCOUNTING
ST RITA HIGH SCHOOL 1976 — 1980
DIPLOMA, BUSINESS, HISTORY, ECONOMICS
DePaul University
ACCOUNTING
Oracle Corporation May 2011 - Present
Union Pacific Railroad November 2010 - April 2011
TDAmeritrade September 2007 - November 2010
Union Pacific Railroad October 2006 - September 2007
Caterpillar March 2004 - October 2006
Caterpillar May 2000 - March 2004
MACC May 1999 - April 2000
Skills
Database Administration, Public Speaking, Web Development, Database Design, PL/SQL, Project Management, Oracle, Integration, Software Project..., SOA, SDLC, Databases, Enterprise Architecture, Data Warehousing, Business Intelligence
Education
University of Nebraska-Lincoln 1994 — 1999
BS, Management
Cathedral High School 1989 — 1993
Shield Wealth Management & 401kxperts.com September 2010 - Present
Polaris Equity Management, Inc. July 2007 - August 2010
TDAmeritrade May 2005 - June 2007
Education
San Francisco State University 1999 — 2002
MBA, Finance
Simpler Horizons Insurance Solutions 2011 - Present
Independent Insurance Agent October 2008 - September 2011
TDAmeritrade June 2007 - June 2008
Skills
Health Insurance, Medicare Advantage, Medicare, Medicare Part D, Sales, Consultants, Sales Management, Public Speaking, Disability Insurance, Healthcare, Insurance, Life Insurance, Long-term Care, Managed Care, Universal Life, Health Policy, Healthcare Industry, Account Management, Team Building, Direct Sales, Training, Group Insurance, Cold Calling, Marketing, Provider Relations, Sales Presentations, New Business Development, Strategic Planning, Insurance Brokerage, Business Planning, Coaching, Recruiting, Healthcare Consulting, Management
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Science (BS), American History (United States)
independant January 2009 - Present
United Way of New York City February 2014 - February 2014
Tdameritrade December 2013 - January 2014
Bergen Community College September 2009 - 2012
Skills
Troubleshooting, Networking, Printers, Software Installation, Laptops, Public Speaking, Windows 7, Linux, Computer Hardware, Computer Maintenance, Operating Systems, Wireless Networking, Software Documentation, Computer Repair, Windows, Technical Support, Windows XP, Information Technology
Education
Npower 2013 — 2014
Comptia A+ certification, Information Technology
Bergen Community College 2009 — 2012
Associate's degree, Information Technology; Networking administration
TdAmeritrade September 2014 - Present
SalonCentric - A Division of L'Oreal USA May 2010 - September 2014
SalonCentric - A Division of L'Oreal USA December 2008 - May 2010
Exotic Marble & Tile September 2005 - July 2007
Skills
Visual Merchandising, Inventory Control, Merchandising, Store Management, Retail Sales, Retail, Sales Management, Inventory Management, Sales, Fashion, Leadership, Management
Education
University of Nebraska at Omaha 2000 — 2005
Bachelor of Arts, Studio Arts
Scottrade March 2014 - Present
Wells Fargo Advisors April 2013 - August 2013
TDAmeritrade January 2010 - March 2013
Skills
Fixed Income Markets, Investments, Investment Banking, Portfolio Management, Finance, Fixed Income, Bonds, Investment Strategies, Financial Risk, Bloomberg, Equities, Mutual Funds, Securities, Series 63, Asset Allocation, Series 7
Education
University of North Texas 1999 — 2003
Bachelors of Business Administration, Economics
Sam Houston High School 1996 — 1999
TDAmeritrade August 2010 - Present
Education
University of Mumbai 1993 — 1997
BCOM, Ecomics
TDAmeritrade April 2007 - April 2009
TDAmeritrade March 2006 - April 2007
Asphalt & Concrete Services, Inc. February 2005 - January 2006
Stonebay Insurance Group 2003 - 2004
Education
Salisbury University 1999 — 2003
Bachelors, Psychology & Marketing
TDAmeritrade 2013 - Present
Guardian Life Insurance Company of America 2000 - 2013
Barclay Bank 1998 - 2000
Skills
Project Management, Customer Service, Process Improvement, Business Analysis, Leadership, Strategic Planning, Team Leadership, Change Management, Virtualization..., Budgeting and Cost..., Managing Support..., Windows and Linux..., End User Services and..., ITIL Service Strategy, Systems Engineering, Process Engineering, IT Management, IT Operations, Information Technology, SharePoint, Visio, IT Strategy, Vendor Management, Disaster Recovery, Enterprise Architecture, Databases, SDLC
Education
New York Institute of Technology
Master's Degree, Computer Science
CUNY New York City College of Technology 1994 — 1997
Bachelor's Degree, Hospitality Administration/Management
TDAmeritrade November 2013 - Present
TD Ameritrade November 2013 - Present
CSG Interactive Messaging, a CSG Company 1998 - Present
CSG Systems March 1998 - November 2013
US Army Reserve 1986 - 2011
Skills
Billing Systems, Business Analysis, Requirements Analysis, Software Project..., User Acceptance Testing, PMP, Process Improvement, Software Development, Requirements Gathering, Business Requirements, SQL, SDLC, Agile Methodologies, Integration, Visio, Information Technology, Vendor Management, Business Process, Telecommunications, Product Management, Software Implementation, Management, Enterprise Architecture, Agile Project Management, Solution Architecture, IT Management, IT Strategy
Education
University of Nebraska at Kearney 1988 — 1992
Bachelor of Business Administration (B.B.A.)
TD Ameritrade October 2013 - Present
TDAmeritrade July 2010 - October 2013
TD Ameritrade September 2007 - July 2010
TD Ameritrade January 2007 - September 2007
TD Ameritrade January 2006 - December 2006
Fidelity Investments April 2000 - December 2005
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Strategic Financial..., Equities, Series 24, Sales Management, Recruiting, Series 65, Fixed Income, Branch Management
Education
Dallas Baptist University
Bachelor of Business Administration (BBA), Finance, General
The Metropolitan Museum of Art December 2011 - Present
New York Cares 2009 - November 2011
M Barry and Company December 2008 - November 2010
TIAA-CREF September 2008 - December 2008
TDAmeritrade January 2007 - July 2007
N/A 2004 - 2006
JPMorgan Chase August 1998 - August 2004
The Chase Manhattan Bank January 1993 - January 1998
Skills
Volunteer Management, Editing, Microsoft Office, Budgets, Marketing, Leadership, Copywriting, Project Management
Education
Oakland University 1970 — 1974
Bachelor of Science, Sociology/Anthropology
Redford Union 1965 — 1969
TDAmeritrade November 2012 - June 2013
Beck Engineering, LLC July 2004 - July 2006
Synchrony Systems, Inc 2005 - 2005
IBM 2004 - 2005
St. Paul Companies 2000 - 2005
Travelers 1994 - 2004
Northrop Grumman January 1982 - June 1994
Education
Texas A&M University 1986 — 1988
MSIE
University of Maryland Baltimore County 1979 — 1981
BSCS
PNC April 2013 - Present
TDAmeritrade August 2012 - March 2013
Enterprise Rent-A-Car February 2008 - July 2012
Skills
Customer Service, Sales, Finance, Marketability, People Skills, Outside Sales, Client Visits, Scheduling Management, Training, Cold Calling Experience, Customer Satisfaction, Time Management, Invoicing, Direct Sales, Teamwork, Building Relationships, Retail Sales, Sales Presentations, Account Management, Team Building, Microsoft Excel
Education
Robert Morris University 2015 — 2017
Bachelor's degree, Organizational Leadership
Westmoreland County Community College 2004 — 2007
Associate's degree, Finance, General
greensburg salem high school. 1989 — 2002
General Studies, Finance, General
TD Ameritrade March 2015 - Present
TD Ameritrade December 2012 - March 2015
TDAmeritrade May 2008 - November 2012
TD Ameritrade January 2008 - April 2008
Skills
Microsoft Excel, Customer Service, Microsoft Word, PeopleSoft, Call Centers, Human Resources, Call Center, Team Leadership, HRIS, Recruiting, Management, Risk Management, Deferred Compensation, Retail, Series 7, Employee Benefits, Series 63, Series 24, FINRA, Uniform Combined State..., Financial Services, Wealth Management, Retirement Planning
Education
Bellevue University 2015 — 2016
Master's Degree, Human Resources Strategic Management
University of Nebraska at Omaha 2004 — 2008
Business Administration and Management, General
University of Nebraska-Lincoln 2003 — 2004
Business Administration and Management
Scottrade January 2015 - Present
Scottrade April 2014 - Present
Scottrade, Inc April 2006 - Present
Wachovia Bank 2004 - 2006
TDAmeritrade 2002 - 2004
Charles Schwab 1999 - 2002
Education
American Public University System 2014 — 2017
Master's degree
Texas A&M Commerce 2011 — 2011
Certificate
University of South Florida 1997 — 1999
Bachelor’s Degree
TDAmeritrade October 2011 - Present
Skills
Java, Software Development, XML, SQL, Microsoft SQL Server, SOA, Spring, Agile Methodologies, Software Project..., Software Engineering, Java Enterprise Edition, Software Design, Visual Studio, Databases, Enterprise Architecture, SOAP, Spring Framework
Education
University of Nebraska at Omaha
Bachelor of Science (B.S.), Business
Dell April 2009 - Present
TDAMERITRADE June 2000 - January 2009
Connected Resources 1999 - 2000
Legg Mason 1996 - 1999
Skills
Virtualization, VMware, Servers, Windows Server, Active Directory, VMware ESX, Security, Citrix, Disaster Recovery, Hardware, Storage Area Networks, Data Center, Dell PowerEdge Servers, Troubleshooting, SAN, DNS, HP, Storage, System Administration, Cluster, Group Policy, Server Architecture, SharePoint, System Deployment, VDI, vSphere, Cloud Computing, VMware Infrastructure, SCCM, Microsoft Exchange, HPCC, Operating Systems, Hyper-V, DHCP, Cisco Technologies, Microsoft Technologies, Citrix Metaframe, Firewalls, Network Security, NAS, Windows 7, Salesforce.com, Pre-sales, Sales Process
Education
Towson University 1989 — 1994
BS, Business Administration
Best Option Trading September 2012 - Present
Venezia Limited October 2011 - Present
TDAmeritrade April 2011 - October 2011
TDAmeritrade July 2009 - April 2011
TDAmeritrade October 2008 - July 2009
Specialized Bicycle June 2008 - October 2008
University of Nebraska-Lincoln January 2008 - June 2008
Skills
Risk Management, Business Analysis, Management, Leadership, Project Management, Financial Analysis, Financial Modeling, Contract Negotiation, Business Development, Business Process..., Market Research, Web Analytics, Software Project..., Statistics, Cross-functional Team..., Public Speaking, Strategic Planning, Marketing Strategy, Technical Writing, Sales, Product Innovation, Electronic Trading..., Financial Risk..., Relational Databases, Web Application Design, Derivatives Trading, Behavioral Science, Behavioral Finance, Behavioral Economics, Game Theory, Legal Writing, Econometrics, Artificial Intelligence, Analytic Thinking, Evidence-based..., Multi-Cultural Team..., Applied Mathematics, Microsoft Technologies, Decision Theory, Epistemology, User Interface Design, User Experience Design, Development of..., Adobe Creative Suite, Product Development
Education
University of Nebraska-Lincoln 2007 — 2009
MBA, Finance
Truman State University 2003 — 2007
Business Administration - Management, Economics, Psychology
Bond University 2005 — 2005
Study Abroad Australia
Girard Securities July 2008 - Present
Professional Advisory Services, Inc July 2007 - Present
AIG Financial Advisors, Inc. June 2007 - June 2008
TDAmeritrade January 2001 - June 2007
Skills
Investment Strategies, Investments, Securities, IRAs, Finance, FINRA, Financial Services, Investment Advisory, Retirement Planning, Financial Advisory, Series 7, Mutual Funds, Alternative Investments, Series 63, Wealth Management, Retirement, Asset Management, Series 24, Pensions, Fixed Annuities, Financial Analysis, Strategic Financial..., Life Insurance, Wealth, Insurance, Roth IRA, Portfolio Management, Series 65, Certified Financial..., Wealth Accumulation, ETFs, Loans, Term Life Insurance, Registered Investment..., Saving for Education, Small Business, 401k Rollovers, Tactical Asset..., Rollovers, Wealth Management..., Investment Management, Equities, Disability Insurance, Trading, Long-term Care, High Net Worth..., Retirement Plan..., Financial Planners, Variable Annuities, Asset Managment
Education
Fuller Theological Seminary 1985 — 1990
Master of Divinity (M.Div.), Christian Formation & Discipleship
Seattle Pacific University 1979 — 1983
Bachelor of Arts (BA), Christian Education
Independent Instructor, Beacon Learning Group June 2012 - Present
TDAmeritrade 2005 - 2012
The Home Depot 2000 - 2005
Skills
Operational Process..., Supervisory Experience, Inventory Management, Personal Training, Hands-on Training, Group Instruction, Construction Management, Curriculum Innovation, Market Analysis, Sales, Trading, Investments, Training, Coaching, Microsoft Excel, Access, Stocks, Financial Markets, Strategy, Team Building, Analysis, Finance, Series 7, Public Speaking
Education
Fullerton College 1993 — 1995
Associate of Arts (AA), Kinesiology and Exercise Science
West Asset Management July 2013 - Present
First National Bank of Omaha April 2011 - July 2013
1st National Bank of Omaha November 2010 - April 2011
TDAmeritrade June 1999 - January 2009
Skills
Software Development, Business Analysis, SDLC, SQL, Requirements Gathering, Requirements Analysis, Unix, Data Warehousing, Software Quality..., Software Project..., Process Improvement, Visio, Testing, Integration, Linux
Education
University of Nebraska at Omaha 2002 — 2009
BSBA, Management Information Systems
USAA November 2014 - Present
Reseach Based Solutions / PsyMetrics Global March 2009 - September 2014
Sethi Financial Group October 2011 - February 2012
Wells Fargo Advisors, LLC June 2010 - October 2011
TDAmeritrade July 2006 - January 2009
1st Global Capital Corp. 2005 - 2006
JPMorgan Chase April 2003 - April 2004
Fidelity Investments March 1997 - April 2003
Education
University of Utah 1995 — 1997
BS, Family Studies and Consumer Economics
Dallas County Community College 1989 — 1991
Associate of Science, General
Red Oak High School 1985 — 1989
General Studies, General Studies
TDAMERITRADE September 2014 - Present
Kings Park Jewish Center May 2009 - Present
JPMorgan Securities October 2007 - September 2014
Smith Barney September 1990 - October 2007
Skills
Series 7, Series 63, Banking, Retirement Planning, Fixed Annuities, Series 66
Education
SUNY Empire State College 2008 — 2012
Associate's degree, Business Administration, Management and Operations
Adobe April 2015 - Present
Hilton Worldwide September 2012 - March 2015
Schism Studios March 2011 - May 2014
Ansira September 2011 - September 2012
Ansira (formerly known as RAZOR) August 2010 - August 2011
JPMorgan Chase January 2006 - August 2010
TDAmeritrade August 2005 - January 2006
TXU Business Services December 2000 - March 2002
Skills
Conversion Optimization, Web Analytics, Digital Strategy, WebTrends, Google Analytics, A/B testing, Split Testing, Analysis, Digital Marketing, WebTrends Analytics, SEO, Omniture, Online Marketing, Email Marketing, Multivariate Testing, User Experience, Digital Media, Segmentation, Campaign Management, Vendor Management, Lead Generation, Google Adwords, Strategy, Analytics, E-commerce, SEM, Mobile Devices, Database Marketing
Education
The University of Texas at Dallas 2002 — 2004
B.S.
Texas A&M University 1997 — 1999
University of North Texas
CSS Staffing April 2011 - Present
Client Resources Inc. March 2000 - March 2011
TDAmeritrade October 1999 - December 1999
PKS Information Services March 1998 - August 1999
Skills
Technical Recruiting, Applicant Tracking..., screening, Project Management, Agile Methodologies, Java, .NET, Internet Recruiting, Business Analysis, Temporary Placement, Management, Contract Recruitment, Screening, Data Center, Sourcing, Enterprise Architecture, Microsoft SQL Server, SDLC, Benefits Negotiation, Enterprise Software, Databases, Requirements Analysis, Project Managers, Talent Acquisition, Staff Augmentation, SharePoint, Business Intelligence, Staffing Services, Human Resources, Visio, Data Warehousing, Vendor Management
Education
University of Nebraska at Omaha
Business Administration
NaviNet May 2013 - Present
Fiserv November 2009 - May 2013
TDAmeritrade April 2005 - August 2009
Reliable Data Technology January 2003 - April 2005
The BOC Group May 2001 - June 2002
GAB Robins North America, Inc April 1999 - May 2001
Skills
Web Services, Microsoft SQL Server, C#, Visual Basic, ADO.NET, Dojo, ADO, ActiveX, XML, Agile Methodologies, ASP.NET
Education
Московский Транспортный Институт (МТИ)
Master of Science (MS), Computer Science applied Mathematics
Corcoran Group Real Estate July 2015 - Present
Allbackoffice Consulting, LLC March 2014 - Present
Advisors Ahead February 2014 - Present
TradePMR April 2013 - November 2013
MyRIAcoach July 2007 - January 2013
TDAmeritrade June 1998 - June 2007
Waterhouse Securities October 1995 - June 1998
Best Little Real Estate Inc. September 1991 - October 1995
Skills
Financial Services, Investments, Securities, Portfolio Management, Investment Advisory, Equities, Wealth Management, Finance, Financial Advisory, Fixed Income, FINRA, Asset Management, Relationship Management, Mutual Funds, Custodial Services, Business Development, Financial Planning, RIAs and financial..., Retirement Planning, Investment Strategies, Alternative Investments, Real Estate Transactions, Real Estate, Real Estate License, Real Estate Marketing
Education
New York Institute of Technology-Old Westbury 1987 — 1991
Economics & Intl Banking, International Economics
Maricom Systems March 2009 - Present
TD Ameritrade October 2007 - January 2009
TDAmeritrade September 1999 - September 2007
Travelers, (Formerly United States Fidelity and Guaranty (USF&G) Company September 1982 - August 1999
American Management Systems (AMS) September 1979 - August 1982
Skills
Program Management, Technical Leadership, Teamwork, Business Planning, Business Intelligence..., Data Warehousing, Database Administration, Information Architecture, Security Audits, Disaster Recovery, Database Design, Performance Tuning
Education
Florida International University
B.S., Computer Science
(A Leading Global Financial Services Firm) January 2015 - Present
(A Leading Global Financial Services Firm) October 2011 - December 2014
TDAmeritrade June 2008 - October 2011
IBM June 2007 - December 2007
TD Ameritrade February 2007 - June 2007
JPMorgan Chase June 2004 - February 2007
Viecore February 2001 - June 2004
Safety-Kleen October 1994 - November 2000
Skills
Production Support, SQL, Speech Recognition, Troubleshooting, Application Design, Application Development, IVR, Java, JavaScript, XML, SQL Server, Business Analysis, JSP, Windows, HTML, Programming, Access, Software Development, Testing, Web Services, Change Management, Data Analysis, Oracle SQL, Quality Assurance, Agile, PL/SQL, MySQL, Requirements Analysis, SharePoint, Visio, Tomcat, Eclipse, SDLC, Crystal Reports, Oracle, Microsoft SQL Server, Agile Methodologies, Unix, Software Project..., Databases, Quality Center, Requirements Gathering, Test Planning, Business Requirements, Integration, Telecommunications, Data Warehousing, DB2, Visual Basic, Software Documentation
Education
Chubb 2000 — 2001
Certificate, Information Technology Consulting
Rutgers University-New Brunswick 1989 — 1994
BS, Chemical Engineering
TDAmeritrade September 2012 - Present
TD Ameritrade Inc. 2004 - Present
Skills
SDLC, Series 7, Series 63, Financial Services, Mutual Funds, Portfolio Management, Equities, Securities, Team Building, Wealth Management, Trading Systems, Risk Management, Business Analysis, Options, Agile Methodologies, Requirements Analysis, SOA, Enterprise Architecture, Microsoft SQL Server
Education
University of Nevada-Las Vegas 1992 — 1996
Master of Science (MS), Engineering
The Center for Organizational Excellence, Inc. June 2015 - Present
Dan Ryan Builders July 2014 - Present
University Research Co., LLC-Center for Human Services May 2012 - July 2014
Hughes hubbard & Reed September 2006 - May 2012
CompuCom April 2010 - April 2010
UBS April 2006 - September 2006
TDAmeritrade January 2004 - April 2006
TDWaterhouse 2004 - 2005
Compuforce June 2003 - January 2004
UBS November 1999 - June 2003
Skills
Router Configuration, Switch Configuration, Cisco IOS, Wireless Routers, NAT, Routing Protocols, EIGRP, OSPF, WLAN, VLAN, Spanning Tree, .PPP, VTP, HDLC, Frame Relay, ACLS, DNS, DHCP, TCP/IP, Subnetting, MS Office Suite, Workshare Compare, Blackberry, HTML5, CSS, PHP, phpMyAdmin, MySQL, JavaScript, ActionScript, Adobe Creative Suite, C++, Network Security, Computer Hardware, Cross-functional Team..., Network Architecture, Active Directory, Citrix, Windows XP Professional, Windows 7, Windows Server 2008, Norton Utilities, Windows Server 2003, Backtrack, Mac OS X, Linux, VirtualBox, Virtual PC, RSA SecurID, SCCM
Education
New Jersey Institute of Technology 1995 — 2012
Bachelor's degree, Inofrmation Technology - Network Security, Major GPA 3.9
Science High School 1993 — 1995
Diploma, General Science
TD Ameritrade September 2014 - Present
TDAmeritrade November 2007 - Present
Skills
Series 7, Financial Services, Securities Lending, Finance
Education
University of North Texas 2000 — 2004
Bachelor's degree, Applied Behavior Analysis
VBeltSupply.com September 2008 - Present
MVP Industrial September 2011 - Present
Eppinga Financial January 2003 - February 2007
TDAmeritrade May 1999 - December 2002
Skills
Sales, Sales Management, New Business Development, Account Management, Direct Sales, Forecasting, Strategic Planning, Negotiation, Team Building, Contract Negotiation, Business Planning, Business Strategy, Budget, Customer Service, Financial Analysis, Purchasing, Budgets, Competitive Analysis, B2B, Contract Management, Operations Management, Marketing Strategy, Strategy, Process Improvement, Product Development, Product Management, Product Marketing, Inventory Management, Business Development, Sourcing, Procurement, Manufacturing, Management, Team Leadership, Start-ups, Retail, Sales Process, Customer Satisfaction, Project Planning
Education
Northwestern College 1994 — 1999
Bachelor of Business Administration (BBA), Corporate Finance and Business Management
TD Ameritrade Sr Analyst T2 FinanceTD AmeritradeJune 2010 - February 2013
TDAmeritrade 2006 - February 2013
TD Ameritrade May 2005 - February 2013
Nebraska State Historical Society Foundation 2002 - 2005
Skills
Risk Management, Budgets, Business Analysis, Accruals, Account Reconciliation, Financial Analysis, Accounting, Finance, Financial Reporting, Financial Forecasting, Financial Services
Education
Metropolitan State College of Denver
Bachelor of Science (BS), Accounting and Finance
iGroup Creative February 2012 - Present
Sojern, Inc September 2007 - February 2012
Intuit January 2005 - August 2007
Linoma Software 2003 - 2005
eOneGroup 1998 - 2003
Oriental Trading Company 1998 - 1999
TDAmeritrade 1996 - 1998
Skills
Agile Methodologies
Education
University of Nebraska at Omaha
Bachelor of Science, Finance
TDAmeritrade January 2012 - Present
TDAmeritrade January 2008 - January 2012
Ameritrade 2005 - 2008
TD Ameritrade 2000 - 2005
Skills
Quality Assurance, Production Support, Weblogic, JBoss Application Server, SDLC, LoadRunner, Software Quality..., Agile Methodologies, SOA, Visio, Unix Shell Scripting, Data Modeling, Enterprise Architecture, Portfolio Management, Data Warehousing
Education
Doane College
BS/BA
TDAmeritrade Holding Corp October 2007 - Present
TDAmeritrade May 2006 - October 2007
TD Ameritrade October 2005 - May 2006
Ameritrade December 2004 - October 2005
Wal-Mart Stores, Inc May 1998 - December 2004
Skills
Securities, Options, Trading, Series 63, Series 7, Management, FINRA, Mutual Funds, Financial Services, Investments, Risk Management, Equities, Training, Series 24, Coaching
Education
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Mass Communication/Media Studies
DePauw University 1994 — 1998
B.A, Communication
TDAmeritrade January 2015 - Present
Morgan Stanley May 2011 - January 2015
Watchung Borough Somerset, New Jersey January 2011 - April 2013
Citigroup September 2002 - April 2005
Citigroup-Salomon Smith Barney February 1999 - September 2002
Salomon Smith Barney January 1993 - March 1999
Primerica/ Smith Barney August 1990 - January 1993
Shearson Lehman Brothers 1982 - 1990
Skills
PeopleSoft, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Financial Services, Equities, Trading, Risk Management, Finance, Mergers, Hedge Funds, Back Office, Strategy, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Securities, Mergers & Acquisitions, Private Equity, Emerging Markets, Wealth Management, Valuation, Financial Modeling, Prime Brokerage, Investments, Financial Markets, Series 7, Alternative Investments, Asset Management, Bonds, Due Diligence, Mutual Funds, Series 63, Structured Products, Corporate Finance, Funding, Trading Systems, Options, Bloomberg, Middle Office, Electronic Trading, Equity Derivatives, FINRA, Structured Finance, FX Options, Asset Allocation, Financial Risk, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance/Economics
Monmouth University 1974 — 1978
BA, Business Adminstration
Abercrombie & Fitch June 2015 - Present
EXPRESS July 2014 - June 2015
MoneyGram International October 2011 - July 2014
Best Buy October 2010 - September 2011
JC Penney March 2010 - September 2010
TDAmeritrade June 2009 - March 2010
MSA May 2008 - December 2008
Mine Safety Appliance August 2007 - December 2007
B IQ Solutions Private Limited September 2006 - June 2007
iSOFT R&D Private Limited June 2004 - September 2006
Skills
Product Management, E-commerce, Project Management, Business Analysis, Agile Methodologies, SDLC, Visio, Requirements Analysis, SQL, Requirements Gathering, Business Process..., PMP, Management Consulting, Business Process, Strategy, Agile Project Management, Full SDLC, Continuous Improvement, IT Solutions, Microsoft Excel, MS Project, Problem Solving, Strategic Planning, Business Architecture, Solution Analysis, User Experience Design, Vendor Management, Web Analytics, Integration, IT Strategy, Web A, BPMN, User Experience, Interaction Design, Information Architecture, User Interface Design, Mobile Commerce, Content Management, Web Trends, Google Analytics, Enterprise Architecture, User Acceptance Testing, Software Project..., Web Services, Produ
Education
University of Pittsburgh 2007 — 2009
Master of Business Administration (MBA)
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
MBA, Operation and IS
Madurai Kamaraj University 2000 — 2004
BE, Electronics and Communication
First Data Corporation November 2013 - Present
First Data Corporation February 2013 - November 2013
DotComm January 2011 - January 2013
TDAmeritrade 2008 - September 2010
First Data September 1985 - November 2007
Nebraska Furniture Mart 1982 - 1983
Fundways of Omaha September 1975 - December 1981
Skills
Project Management, Windows, Management, MS Project, Microsoft Office, SDLC, Release Management, Vendor Management, Resource Management, Visio, Requirements Analysis, Data Center, Systems Analysis, IT Management, Business Analysis, ITIL, Program Management, Process Improvement, Software Development, Leadership, Agile Methodologies, Change Management, Project Planning, Telecommunications, Security, Enterprise Software, Software Project..., Project Portfolio..., Integration, Microsoft Project
Education
University of Nebraska at Omaha 1979 — 2006
Iowa Western Community College 1992 — 1993
FDR Internal Programmer Training
Metropolitan Community College 1979 — 1981
Computer Science
Mercy High School 1975 — 1979
High school diploma
TDAmeritrade Engineer, Junior SecurityTD Ameritrade2012 - Present
TD Ameritade 2007 - Present
Education
Old Dominion University 2000 — 2005
TD Ameritrade October 2011 - Present
TD Ameritrade March 2008 - October 2011
TDAmeritrade October 2004 - March 2008
TD Ameritrade December 2003 - October 2004
TD Ameritrade December 1998 - December 2003
Education
Buena Vista University 1990 — 1994
Outbrain May 2014 - Present
TDAmeritrade October 2004 - April 2014
Credit Suisse First Boston August 2003 - July 2004
Cable and Wireless October 2001 - July 2003
IBM, Inc February 2001 - October 2001
Skills
Data Center, Servers, Vendor Management, Telecommunications, Hardware, Storage, Infrastructure..., Network Administration, Disaster Recovery, Managed Services, Routers, Linux, ITIL, Business Continuity, Troubleshooting
Education
Mercer County Community College
Associates, Applied Science, Information Technology
DPT Business School
Diploma, Computer Network Engineering and Management
TDAmeritrade August 2012 - Present
TD Ameritrade Institutional August 2011 - August 2012
TD AMERITRADE January 2001 - August 2011
TD Waterhouse September 1993 - February 2001
Education
Rider University 1988 — 1992
Bachelor's degree, Accounting
TDAmeritrade October 2011 - Present
Aureus Group August 2010 - October 2011
FirstComp Insurance December 2007 - October 2009
First Data Corporation 1993 - 2007
First Data Resources 1992 - 2007
Education
California State University-Fresno
B.S. Business Administration, Human Resource Management
TIAA -CREF December 2014 - Present
TIAA-CREF July 2007 - Present
TDAmeritrade January 2006 - June 2007
NCH 2000 - 2005
Skills
Finance, Analysis, Access, Financial Reporting, Mutual Funds, Process Improvement
Education
University of North Texas
Master of Business Administration (MBA), Marketing
TDAmeritrade January 2005 - Present
TD Ameritrade 2005 - 2010
Skills
Unix, Software Development, XML, JSP, Eclipse, Enterprise Architecture, Hibernate, Trading Systems, JavaScript, JBoss Application Server, Mockito, Ant, Weblogic, Oracle, PostgreSQL, SQuirreL SQL Client, Agile Methodologies, JUnit, Javadoc, Spring, SDLC, SQL, Web Services, Java Enterprise Edition, SOA, ClearCase, Java, JMS, Maven, Unix Shell Scripting
Education
State University of New York at New Paltz 2002 — 2004
Master's degree, Computer Science
Fergusson College
Bachelor's degree, Computer Science
TDAmeritrade March 2008 - Present
Hewlett-Packard 2000 - 2006
Application Design and Development 1993 - 1996
Skills
Requirements Analysis, Software Development, Software Project..., Red Hat Linux, Oracle Applications...
Education
Metro Community College 2011 — 2015
Precision Machining; Motors and Controls; Welding; Computer Aided Drafting and Design
University of Nebraska-Lincoln 1979 — 1979
MSME, Mechanical Engineering
University of Nebraska-Lincoln 1975 — 1978
BSME, Mechanical Engineering, 3.55
Farm Credit Services of America May 2014 - Present
ACI Worldwide April 2013 - May 2014
Kiewit September 2011 - April 2013
ACI Worldwide September 2008 - September 2011
ACM January 2008 - September 2008
Childrens Hospital Omaha July 2006 - January 2008
TDAmeritrade 1999 - 2006
Skills
Data Warehousing, Business Intelligence, Database Administration, SSIS, Data Modeling, T-SQL, SSRS, ETL, Microsoft SQL Server, Databases, Oracle, SDLC, Disaster Recovery, Unix, Process Improvement, SaaS, Database Design
Education
The University of South Dakota 1989 — 1994
BS, MIS
tdameritrade November 2007 - Present
TDAmeritrade June 2000 - November 2007
First Data Corporation 1993 - 2000
Skills
SDLC, Visio, Integration, Disaster Recovery, Unix, Data Modeling, Data Warehousing, Enterprise Architecture, SQL, Requirements Analysis, Databases, Oracle, ETL, Database Design, Solaris, Agile Methodologies, Microsoft SQL Server
Education
Bellevue University 1996 — 1998
M.S., MIS, Management information system
State Farm Bank June 2007 - Present
State Farm June 2007 - Present
TDAMERITRADE March 1998 - February 2005
AMERITRADE 1998 - 2005
Skills
Troubleshooting, Change Management, Executive Management, Employee Benefits, Employee Relations, Vendor Management, Leadership, Program Management, Process Improvement, Testing, Recruiting, Customer Service, Coaching, Strategic Planning, Account Management
Education
University of Nebraska at Omaha 2006 — 2009
ASSOCIATE, Business Management, 3.12
Northside High School, CCAF, UNO
Jack Henry & Associates July 2014 - Present
TDAmeritrade December 2012 - Present
Meridium 2009 - December 2012
Ingersoll Rand 2000 - May 2009
Ingersoll Rand September 2000 - April 2009
Ingersoll Rand Integrated Systems Solutions, Forestville, CT 2000 - 2009
Gilbarco Veeder Root September 1996 - September 2000
Skills
C#, Design Patterns, Software Project..., Programming, ASP.NET, Web Services, Software Development, Visual Basic, .NET, Software Design, SOA, Architecture, Agile Methodologies, Troubleshooting, Embedded Systems, Unit Testing, TeamSite, Atlassian JIRA, Team Foundation Server, MSProject, Process Excellence, Microsoft Excel
Education
University of Hartford 1992 — 1996
BSEE, Electical Engineering
TDAmeritrade March 2010 - Present
Commonwealth of Massachusetts July 2009 - December 2009
Skills
PeopleSoft, Requirements Gathering, PeopleTools, Requirements Analysis, Systems Analysis, Consulting, Oracle, SQR, Crystal Reports, SDLC, Information Technology, SQL, Unix, Microsoft SQL Server, PeopleCode, ERP, Payroll, DB2
Education
University of Madras
b.tech, information technology
Investools April 2010 - Present
TDAmeritrade/Investools January 2004 - Present
TDAmeritrade 2003 - 2010
Skills
Investments, Trading, Sales Management, New Business Development, Strategic Planning, Public Speaking, Business Strategy, Team Building, Marketing, Coaching, Sales
Education
The Citadel 1980 — 1984
BS, Business
Experis January 2012 - January 2013
TDAmeritrade October 2004 - October 2012
Lincoln Financial Advisors 1998 - 2002
Mutual of Omaha 1977 - 1998
Skills
Portfolio Management, SDLC, Vendor Management, Risk Management, Business Analysis, Financial Services
Education
Bellevue University
Bachelor's degree, Information Technology
TDAmeritrade September 2013 - Present
TDAmeritrade June 2010 - September 2013
TDAmeritrade October 2005 - June 2010
TDAmeritrade June 2002 - June 2006
Skills
Data Center, Unix, Windows Server, SDLC, VMware, Virtualization, Troubleshooting, Disaster Recovery, Citrix, Linux, Enterprise Architecture, Active Directory, Red Hat Linux, VMware ESX, Cluster, DNS, Solaris, Servers, ITIL, IIS, Firewalls
Education
Central Texas College 1988 — 1990
Associate’s Degree, Computer and Information Sciences and Support Services
Pierce College at Puyallup 1988 — 1990
Associate’s Degree, Information Technology
Kelley & Jerram P.C., L.L.O. July 2013 - Present
AAA Life Insurance Company February 2011 - May 2013
Douglas County Corrections November 2009 - February 2010
TDAmeritrade March 2008 - November 2009
Omni Hotels and Reservations January 2005 - March 2008
Skills
Proficient in Microsoft..., Typing Speed: 60 wpm, Customer Satisfaction, Call Center, PowerPoint, Insurance, Lotus Notes, Customer Service, Outlook, Microsoft Word, New Business Development, Access, Call Centers, Negotiation
Education
Bellevue University 2010 — 2011
Bachelor of Science (B.S.), Legal Studies, General
Metropolitan Community College 2006 — 2010
Associate of Arts and Sciences (AAS), Criminal Justice
TDAmeritrade November 2006 - Present
Education
Colorado Technical University 2010 — 2012
MSM, Homeland Security
Ashford University
BA, Organizational Management
TDameritrade Geek Squad - Double AgentBest BuyJanuary 2004 - January 2009
Education
University of Illinois at Chicago 2004 — 2013
Environmental Science, Earth Science
Physicians Mutual August 2012 - Present
TDAmeritrade January 2005 - December 2011
Thermal Services, Inc. May 2002 - November 2004
Ameritrade Holding Corporation December 2000 - May 2002
Skills
Business Development
Education
University of Nebraska at Omaha 1991 — 1997
BS, Decision Science
Concordia University, Nebraska 1970 — 1972
BS, Elementary Education
Concordia University Texas 1968 — 1970
Associates of Arts, Elementary Education
Pentagon Federal Credit Union June 2013 - Present
TDAmeritrade April 2004 - June 2012
Skills
Asset Management, Operations Management, Portfolio Management, Investments, Strategic Planning, Risk Management, Project Management, Equities, Management, Change Management, Financial Analysis, Customer Service
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor's Degree, International Business
TDAmeritrade 1993 - 2011
Skills
Data Center, Disaster Recovery, Business Analysis, SQL, SharePoint, SDLC, Visio, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Servers
Education
Loretto Heights University
Loretto Heights University
Fidelity Investments October 2012 - Present
USAA March 2011 - October 2012
TDAmeritrade November 2006 - March 2011
United States Marine Corps June 1984 - February 2006
Skills
Program Management, Operations Management, Process Improvement, Leadership, Series 7, Project Management, Investments, Financial Services, Risk Management, Portfolio Management, Mutual Funds, Change Management, Retirement, Retirement Planning, Series 63, Team Management, Analysis, Fixed Income, Military, Team Leadership, Sales Management, Strategic Financial...
Education
Colorado Technical University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
Colorado Technical University 2011 — 2012
Master's Degree, Management
Ashford University 2009 — 2010
Bachelor of Arts (B.A.), Organizational Management
University of Texas 2007 — 2007
Professional Certificate, Lean for Six Sigma
TDAmeritrade February 2004 - Present
TD Ameritrade February 2004 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Project Management, Leadership, Strategic Planning, Sales, Microsoft Word, PowerPoint, Financial Analysis
Education
University of Nebraska at Omaha 1989 — 1992
Bachelor of Science (B.S.), Mathematics
Enso Financial Management September 2014 - Present
Morgan Stanley September 2013 - September 2014
Morgan Stanley April 2011 - September 2013
TDAmeritrade July 2010 - April 2011
Merrill Lynch September 2009 - February 2010
Morgan Stanley May 2005 - September 2009
KBC Financial Products June 2003 - May 2005
Center for Advanced Technology and Medicine, Rutgers University June 2001 - June 2003
Skills
Linux, Perl, Bash, Unix, Red Hat Linux, Linux System..., Leadership, Team Management, TCP/IP, Systems Automation, Automation, Web Engineering, Virtualization, Networking, Unix Administration, Debian, Vendor Management, Shell Scripting, Solaris, Enterprise Architecture
Education
Rutgers University-New Brunswick
Bachelor's degree
TDAmeritrade February 2011 - Present
Infinity Systems Software, Inc November 1999 - September 2010
Skills
z/VM, Red Hat Linux, IBM Mainframe, Linux System..., zLinux, Project Management, Puppet, Team Leadership, Suse, WebSphere Application..., Oracle
Education
Cornell University 1995 — 1999
BA, Computer Science