Ameritrade 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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Ameritrade Employees
Employee
Years
Job
Industry
Kim Schoonmaker Kim Schoonmaker's Ameritrade Experience 1998 - 2005
Job Legal and Management Professional
Industry Legal Services
Experience
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
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
Rick Burgess Rick Burgess's Ameritrade Experience February 1999 - December 1999
Job Founder & President at Burgess Executive Search & Consulting
Industry Staffing and Recruiting
Experience
Burgess Consulting & Executive Search February 2005 - Present
Kaye/Bassman Intl. Corp January 2000 - January 2005
Merkle Inc. 2005 - 2005
Human Resource Dimensions November 1995 - December 2000
Ameritrade February 1999 - December 1999
Express Scripts (was Merck Medco 1993 - 1995
Sprint 1990 - 1993
AT&T 1985 - 1990
Baltimore Gas & Electric 1979 - 1985
Skills
Job Search, Talent Acquisition, Temporary Placement, Talent Management, Executive Search, Human Resources, Recruiting, Search, Sourcing, Technical Recruiting, Hiring, Permanent Placement, Talent Scouting, Call Centers, Leadership Development, Management, Performance Management, Executive Management, Vendor Management, Leadership, Networking, Consulting, Personnel Management, Interviews, Training, College Recruiting, Internet Recruiting, Contract Recruitment, Employer Branding, Applicant Tracking..., Onboarding, Benefits Negotiation, Staffing Services, Mergers & Acquisitions, Workforce Planning, Screening Resumes, CRM
Education
Towson University 1983 — 1988
B.S.
Graceland University 1975 — 1977
Burgess Consulting & Executive Search February 2005 - Present
Kaye/Bassman Intl. Corp January 2000 - January 2005
Merkle Inc. 2005 - 2005
Human Resource Dimensions November 1995 - December 2000
Ameritrade February 1999 - December 1999
Express Scripts (was Merck Medco 1993 - 1995
Sprint 1990 - 1993
AT&T 1985 - 1990
Baltimore Gas & Electric 1979 - 1985
Skills
Job Search, Talent Acquisition, Temporary Placement, Talent Management, Executive Search, Human Resources, Recruiting, Search, Sourcing, Technical Recruiting, Hiring, Permanent Placement, Talent Scouting, Call Centers, Leadership Development, Management, Performance Management, Executive Management, Vendor Management, Leadership, Networking, Consulting, Personnel Management, Interviews, Training, College Recruiting, Internet Recruiting, Contract Recruitment, Employer Branding, Applicant Tracking..., Onboarding, Benefits Negotiation, Staffing Services, Mergers & Acquisitions, Workforce Planning, Screening Resumes, CRM
Education
Towson University 1983 — 1988
B.S.
Graceland University 1975 — 1977
Fred Anast Fred Anast's Ameritrade Experience July 2000 - July 2003
Job
Industry Computer Software
Experience
Boeing December 2003 - Present
Sparkle Optics Corp August 2014 - January 2015
Ameritrade July 2000 - July 2003
Hewlett-Packard April 1999 - July 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Editing, C++, C, Java, Team Building
Education
California State University-Fullerton 1984 — 1987
Master of Science (M.S.), Computer Science
University of California, Riverside 1982 — 1983
Bachelor of Science (B.S.), Computer Science
Boeing December 2003 - Present
Sparkle Optics Corp August 2014 - January 2015
Ameritrade July 2000 - July 2003
Hewlett-Packard April 1999 - July 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Editing, C++, C, Java, Team Building
Education
California State University-Fullerton 1984 — 1987
Master of Science (M.S.), Computer Science
University of California, Riverside 1982 — 1983
Bachelor of Science (B.S.), Computer Science
Heather Crosetti- Cotton Heather Crosetti- Cotton's Ameritrade Experience 1995 - 2001
Job VP Business Development Global Payments at Adyen
Industry Banking
Experience
Adyen September 2013 - Present
Merchant e-Solutions May 2012 - September 2013
Merchant e-Solutions January 2010 - May 2012
It's Made in Iowa 2010 - 2012
First National Merchant Solutions February 2005 - January 2010
Ameritrade 1995 - 2001
Skills
Credit Cards, Merchant Acquiring, E-commerce, Card Not Present, POS, Business Development, Negotiation, Partnerships, Payments, Credit, Call Center, Customer Service, Acquiring, Call Centers, Customer Retention, Debit Cards, E-payments, Electronic Payments, Gift Cards, Leadership, Merchant Services, Mobile Commerce, Mobile Payments, Payment Card Processing, Selling, Strategic Partnerships, Strategy
Education
Texas A&M University 1993 — 1995
Cum Laude Bachelors of Science, 1995
Punahou School 1988 — 1988
Adyen September 2013 - Present
Merchant e-Solutions May 2012 - September 2013
Merchant e-Solutions January 2010 - May 2012
It's Made in Iowa 2010 - 2012
First National Merchant Solutions February 2005 - January 2010
Ameritrade 1995 - 2001
Skills
Credit Cards, Merchant Acquiring, E-commerce, Card Not Present, POS, Business Development, Negotiation, Partnerships, Payments, Credit, Call Center, Customer Service, Acquiring, Call Centers, Customer Retention, Debit Cards, E-payments, Electronic Payments, Gift Cards, Leadership, Merchant Services, Mobile Commerce, Mobile Payments, Payment Card Processing, Selling, Strategic Partnerships, Strategy
Education
Texas A&M University 1993 — 1995
Cum Laude Bachelors of Science, 1995
Punahou School 1988 — 1988
Juli O'Ferral Juli O'Ferral's Ameritrade Experience January 1999 - January 2001
Job Sr. Internal Wholesaler at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life August 2010 - Present
US Bancorp Investments April 2008 - October 2009
Securities America 2002 - 2008
Ameritrade January 1999 - January 2001
Skills
Customer Service, Series 7, Coaching, Microsoft Excel, Annuities, Asset Allocation, Brainshark, Business Development, Financial Services, Fixed Annuities, Indexed Annuities, IRAs, Life Insurance, Microsoft Office, Microsoft Powerpoint, Mutual Funds, Planning, Relationship Management, Retirement, Retirement Planning, Series 63, Social Security, Training, Variable Annuities, Consultative Selling, Long-Term Care
Education
Bellevue University 2004 — 2005
Masters, Business Administration Finance/Marketing
Buena Vista University 2001 — 2003
Bachelor of Arts, Finance/Banking
Abraham Lincoln
Pacific Life August 2010 - Present
US Bancorp Investments April 2008 - October 2009
Securities America 2002 - 2008
Ameritrade January 1999 - January 2001
Skills
Customer Service, Series 7, Coaching, Microsoft Excel, Annuities, Asset Allocation, Brainshark, Business Development, Financial Services, Fixed Annuities, Indexed Annuities, IRAs, Life Insurance, Microsoft Office, Microsoft Powerpoint, Mutual Funds, Planning, Relationship Management, Retirement, Retirement Planning, Series 63, Social Security, Training, Variable Annuities, Consultative Selling, Long-Term Care
Education
Bellevue University 2004 — 2005
Masters, Business Administration Finance/Marketing
Buena Vista University 2001 — 2003
Bachelor of Arts, Finance/Banking
Abraham Lincoln
Gary Rodstrom Gary Rodstrom's Ameritrade Experience November 2002 - July 2003
Job ADPE Engineer at CHE Consulting, Inc.
Industry Computer Hardware
Experience
CHE Consulting, Inc. July 2014 - Present
G4S Technology LLC March 2004 - September 2012
Ameritrade November 2002 - July 2003
Adesta Communications, Inc. September 1990 - September 2001
Sperry International Services February 1984 - January 1989
Cubic Corporation April 1982 - December 1984
RCA Service Company December 1978 - April 1982
Data Control Corporation March 1978 - December 1978
Skills
Project Management, Telecommunications, Consulting, Engineering, Market Development, Maintenance & Repair, Account Management, Integration, Sales Management, Strategic Planning, Process Improvement, Security, Forecasting, Access Control, Physical Security, Budgets, Program Management, Fiber Optics, Optical Fiber, Vendor Management, Contract Negotiation, Systems Engineering, Solution Selling, Requirements Analysis, Testing, Project Planning, New Business Development, Proposal Writing, CCTV, Team Building, Leadership, Business Development, Management, Operations Management, Team Leadership, Networking, Wireless
Education
Creighton University 1999 — 2001
MS/ITM, Information Technology Management
Creighton University 1994 — 1998
MBA, Business
University of Nebraska at Omaha 1970 — 1978
BSEET, Electronics Engineering Technology
CHE Consulting, Inc. July 2014 - Present
G4S Technology LLC March 2004 - September 2012
Ameritrade November 2002 - July 2003
Adesta Communications, Inc. September 1990 - September 2001
Sperry International Services February 1984 - January 1989
Cubic Corporation April 1982 - December 1984
RCA Service Company December 1978 - April 1982
Data Control Corporation March 1978 - December 1978
Skills
Project Management, Telecommunications, Consulting, Engineering, Market Development, Maintenance & Repair, Account Management, Integration, Sales Management, Strategic Planning, Process Improvement, Security, Forecasting, Access Control, Physical Security, Budgets, Program Management, Fiber Optics, Optical Fiber, Vendor Management, Contract Negotiation, Systems Engineering, Solution Selling, Requirements Analysis, Testing, Project Planning, New Business Development, Proposal Writing, CCTV, Team Building, Leadership, Business Development, Management, Operations Management, Team Leadership, Networking, Wireless
Education
Creighton University 1999 — 2001
MS/ITM, Information Technology Management
Creighton University 1994 — 1998
MBA, Business
University of Nebraska at Omaha 1970 — 1978
BSEET, Electronics Engineering Technology
Todd Schmieding Todd Schmieding's Ameritrade Experience August 1998 - October 2000
Job Channel Sales Manager with Westcon UC
Industry Telecommunications
Experience
Westcon Convergence October 2000 - Present
Ameritrade August 1998 - October 2000
Skills
Unified Communications, Channel Partners, Wireless, VoIP, IP, Managed Services, Solution Selling, Avaya, SIP, Telephony, Channel, Avaya IP Telephony, Brocade, Telecommunications, Smart Technologies, SIP Trunking, Pre-sales, MPLS, Cisco Technologies
Education
Bellevue University 1992 — 1998
Bachelor of Science
Millard South High School 1988 — 1992
Westcon Convergence October 2000 - Present
Ameritrade August 1998 - October 2000
Skills
Unified Communications, Channel Partners, Wireless, VoIP, IP, Managed Services, Solution Selling, Avaya, SIP, Telephony, Channel, Avaya IP Telephony, Brocade, Telecommunications, Smart Technologies, SIP Trunking, Pre-sales, MPLS, Cisco Technologies
Education
Bellevue University 1992 — 1998
Bachelor of Science
Millard South High School 1988 — 1992
Seamus Leahy Seamus Leahy's Ameritrade Experience June 2005 - August 2005
Job UI Engineer at Thumbtack
Industry Computer Software
Experience
Thumbtack December 2014 - Present
Twitter April 2014 - October 2014
Peaski April 2013 - April 2014
Doejo August 2012 - April 2013
Barrel of Jobs October 2011 - July 2012
New Signature November 2009 - July 2012
Americans United for Separation of Church and State October 2006 - November 2009
New Media Studio October 2005 - June 2006
Ameritrade June 2005 - August 2005
Anne Arundel Community College 2001 - 2003
Skills
JavaScript, HTML 5, jQuery, Scala, CSS, SVG, User Experience, Web Applications, Front-end Development, Data Visualization, User Interface Design, CSS3, Backbone.js, Photoshop, Illustrator, Wireframes, Wordpress, Web Design, Compass, Sass, AJAX, Ruby on Rails, JSON, Mockups, CMS, Git, LESS, Regular Expressions, Web Inspector, Firebug, Django Template, Balsamiq Mockups, MongoDB, Axure, Python, Front-end, MySQL, Subversion, XHTML, Drupal, Web Development, User Interface, Flight.js, AngularJS, SUIT CSS, Mustache, A/B Testing, User Experience Testing, Karma, Jasmine
Education
University of Maryland Baltimore County 2002 — 2006
Bachelor of Science (BS), Computer Science
Thumbtack December 2014 - Present
Twitter April 2014 - October 2014
Peaski April 2013 - April 2014
Doejo August 2012 - April 2013
Barrel of Jobs October 2011 - July 2012
New Signature November 2009 - July 2012
Americans United for Separation of Church and State October 2006 - November 2009
New Media Studio October 2005 - June 2006
Ameritrade June 2005 - August 2005
Anne Arundel Community College 2001 - 2003
Skills
JavaScript, HTML 5, jQuery, Scala, CSS, SVG, User Experience, Web Applications, Front-end Development, Data Visualization, User Interface Design, CSS3, Backbone.js, Photoshop, Illustrator, Wireframes, Wordpress, Web Design, Compass, Sass, AJAX, Ruby on Rails, JSON, Mockups, CMS, Git, LESS, Regular Expressions, Web Inspector, Firebug, Django Template, Balsamiq Mockups, MongoDB, Axure, Python, Front-end, MySQL, Subversion, XHTML, Drupal, Web Development, User Interface, Flight.js, AngularJS, SUIT CSS, Mustache, A/B Testing, User Experience Testing, Karma, Jasmine
Education
University of Maryland Baltimore County 2002 — 2006
Bachelor of Science (BS), Computer Science
Terri Storm, MBA, CSSGB Terri Storm, MBA, CSSGB's Ameritrade Experience January 2005 - February 2006
Job Senior Manager, Segmentation Marketing
Industry Telecommunications
Experience
Cox Communications November 2012 - Present
Cox Communications January 2011 - November 2012
Cox Communications February 2006 - January 2011
Ameritrade January 2005 - February 2006
Central States Health & Life Company of Omaha January 2000 - December 2004
MCI WorldCom 1992 - 2000
Skills
Campaign Management, Segmentation, Mergers & Acquisitions, Product Management, Strategic Partnerships, Event Management, Competitive Analysis, Email Marketing, Media Planning, Customer Retention, Product Marketing, Digital Media, Leadership, Marketing Strategy, Brand Management, Call Center, Customer Experience, Broadband, Strategic Planning, Market Planning, Advertising, Cross-functional Team..., Integrated Marketing, B2B Marketing, Public Relations, Direct Marketing, Account Management, Call Centers
Education
Creighton University
MBA
Creighton University
BSBA, Marketing
Cox Communications November 2012 - Present
Cox Communications January 2011 - November 2012
Cox Communications February 2006 - January 2011
Ameritrade January 2005 - February 2006
Central States Health & Life Company of Omaha January 2000 - December 2004
MCI WorldCom 1992 - 2000
Skills
Campaign Management, Segmentation, Mergers & Acquisitions, Product Management, Strategic Partnerships, Event Management, Competitive Analysis, Email Marketing, Media Planning, Customer Retention, Product Marketing, Digital Media, Leadership, Marketing Strategy, Brand Management, Call Center, Customer Experience, Broadband, Strategic Planning, Market Planning, Advertising, Cross-functional Team..., Integrated Marketing, B2B Marketing, Public Relations, Direct Marketing, Account Management, Call Centers
Education
Creighton University
MBA
Creighton University
BSBA, Marketing
Dave Garrison's Ameritrade Experience January 1997 - January 2002
Job Chief Navigator at GarrisonGrowth
Industry Internet
Experience
GarrisonGrowth October 2014 - Present
Phillips Edison – Grocery Center REIT II, Inc May 2014 - Present
Footprint2 2013 - Present
iBAHN 2002 - 2013
SonicWall January 2003 - January 2010
Ameritrade January 1997 - January 2002
Verestar January 2000 - January 2001
American Tower January 2000 - January 2001
NetCom January 1995 - January 1998
SkyTel January 1990 - January 1995
Skills
Strategic Leadership, Change Management, Board of Director..., International Expansion, International..., Internet Services, Hospitality Industry, Dynamic Speaker
Education
Harvard Business School
Master of Business Administration (MBA)
Syracuse University
Bachelor of Science (BS), Accounting
Harvard University
Seminar for Compensation Committee Chairs
GarrisonGrowth October 2014 - Present
Phillips Edison – Grocery Center REIT II, Inc May 2014 - Present
Footprint2 2013 - Present
iBAHN 2002 - 2013
SonicWall January 2003 - January 2010
Ameritrade January 1997 - January 2002
Verestar January 2000 - January 2001
American Tower January 2000 - January 2001
NetCom January 1995 - January 1998
SkyTel January 1990 - January 1995
Skills
Strategic Leadership, Change Management, Board of Director..., International Expansion, International..., Internet Services, Hospitality Industry, Dynamic Speaker
Education
Harvard Business School
Master of Business Administration (MBA)
Syracuse University
Bachelor of Science (BS), Accounting
Harvard University
Seminar for Compensation Committee Chairs
Leticia Huber Leticia Huber's Ameritrade Experience 1999 - 2001
Job Telecommunications Professional/ Personal Assistant
Industry Telecommunications
Experience
Aflac January 2009 - May 2010
Ameritrade 1999 - 2001
Skills
Customer Service, Outlook, Microsoft Excel, Leadership, Time Management, Data Entry, Customer Satisfaction, Office Management, Account Management, Training, Dependability
Education
Iowa Western Community College
AAS, Administrative Assistant
Aflac January 2009 - May 2010
Ameritrade 1999 - 2001
Skills
Customer Service, Outlook, Microsoft Excel, Leadership, Time Management, Data Entry, Customer Satisfaction, Office Management, Account Management, Training, Dependability
Education
Iowa Western Community College
AAS, Administrative Assistant
Gary Darrow Gary Darrow's Ameritrade Experience February 2002 - May 2002
Job Customer Assistance Specialist at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Dallas Cowboys October 2014 - Present
Mortgage Contracting Services October 2014 - June 2015
CoreLogic December 2012 - September 2014
Small Business Administration December 2012 - December 2012
Mercedes Benz Financial 2004 - 2012
Yardgroomers Landscaping May 2002 - November 2004
Ameritrade February 2002 - May 2002
David McDavid Auto Group July 2001 - January 2002
RadioShack November 2000 - May 2001
Skills
Customer Satisfaction, Customer Service, Team Building, Sales, Credit, Account Management, Sales Management, Microsoft Office, Leadership, Schedules, Telephone Skills, Call Centers, Skip Tracing, Wireless, Phone Etiquette, Management, Supervisory Experience, Customer Oriented, Repossessions, Automotive Repair, Financial Services, Financial Analysis, Building Relationships, Relationship Management, Accounts Receivable, Outlook, Microsoft Excel, Telecommunications, Training, Sales Operations, Contract Negotiation, Microsoft Word, PowerPoint, Inventory Control, Time Management, Collections, Sports, Sports Management, Selling, Loans, Operations Management, Analysis
Education
Stephen F. Austin State University 1974 — 1981
BBA, General Business, Finance, Economics
The University of Texas at Arlington
JPMorgan Chase & Co. June 2015 - Present
Dallas Cowboys October 2014 - Present
Mortgage Contracting Services October 2014 - June 2015
CoreLogic December 2012 - September 2014
Small Business Administration December 2012 - December 2012
Mercedes Benz Financial 2004 - 2012
Yardgroomers Landscaping May 2002 - November 2004
Ameritrade February 2002 - May 2002
David McDavid Auto Group July 2001 - January 2002
RadioShack November 2000 - May 2001
Skills
Customer Satisfaction, Customer Service, Team Building, Sales, Credit, Account Management, Sales Management, Microsoft Office, Leadership, Schedules, Telephone Skills, Call Centers, Skip Tracing, Wireless, Phone Etiquette, Management, Supervisory Experience, Customer Oriented, Repossessions, Automotive Repair, Financial Services, Financial Analysis, Building Relationships, Relationship Management, Accounts Receivable, Outlook, Microsoft Excel, Telecommunications, Training, Sales Operations, Contract Negotiation, Microsoft Word, PowerPoint, Inventory Control, Time Management, Collections, Sports, Sports Management, Selling, Loans, Operations Management, Analysis
Education
Stephen F. Austin State University 1974 — 1981
BBA, General Business, Finance, Economics
The University of Texas at Arlington
Jeremy Heffernan Jeremy Heffernan's Ameritrade Experience August 1999 - January 2001
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates July 2012 - Present
Genworth Financial Wealth Management April 2008 - June 2012
Pacific Life April 2005 - April 2008
Manarin Investment Counsel, Ltd. May 2002 - April 2005
Ameritrade August 1999 - January 2001
Skills
Series 7, Mutual Funds, Annuities, Options, Asset Allocation, Financial Advisory, Alternative Investments, Investments, Financial Planning, Securities, Portfolio Management, Consultative Selling, Wealth Management, Asset Management, Trading, Investment Advisory, Equities, Salesforce.com, Salesforce.com..., Unified Managed Accounts, Separately Managed..., Morningstar, Asset Managment, Selling, Investment Management, 401k, ETFs, Fixed Annuities, Sales
Education
Creighton University 2002 — 2007
Master of Arts, International Relations
Iowa State University 1994 — 1999
Bachelor of Arts, History
Wilshire Associates July 2012 - Present
Genworth Financial Wealth Management April 2008 - June 2012
Pacific Life April 2005 - April 2008
Manarin Investment Counsel, Ltd. May 2002 - April 2005
Ameritrade August 1999 - January 2001
Skills
Series 7, Mutual Funds, Annuities, Options, Asset Allocation, Financial Advisory, Alternative Investments, Investments, Financial Planning, Securities, Portfolio Management, Consultative Selling, Wealth Management, Asset Management, Trading, Investment Advisory, Equities, Salesforce.com, Salesforce.com..., Unified Managed Accounts, Separately Managed..., Morningstar, Asset Managment, Selling, Investment Management, 401k, ETFs, Fixed Annuities, Sales
Education
Creighton University 2002 — 2007
Master of Arts, International Relations
Iowa State University 1994 — 1999
Bachelor of Arts, History
Gail Matthiessen, MA, PMP Gail Matthiessen, MA, PMP's Ameritrade Experience June 2001 - October 2005
Job Director Strategic Program Office at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2012 - Present
Blue Cross and Blue Shield of Nebraska August 2010 - May 2012
ACI Worldwide March 2009 - August 2010
PayPal January 2008 - October 2008
Solutionary June 2007 - December 2007
TD Ameritrade October 2005 - October 2006
Ameritrade June 2001 - October 2005
Ameritrade Holding Corporation 1999 - 2001
First Data November 1998 - April 1999
First Data Corporation 1995 - 1998
Skills
Agile Project Management, Team Building, Group Collaboration, Product Management, Vendor Relations, Risk, Product Strategy, Business Case, Financial Risk, SDLC, Process Improvement, Integration, PMP, PMO, Project Management, Agile Methodologies, Enterprise Architecture, Risk Management, Business Process, Scrum, Visio, Requirements Analysis, Strategy, Management, Software Development, Program Management, Vendor Management, Governance, Project Planning, Leadership, Project Portfolio..., Resource Management, Six Sigma
Education
Bellevue University 2006 — 2007
M.A., Leadership Management
University of Nebraska at Omaha 1980 — 1985
BSBA, Finance and Marketing
Lincoln Financial Group July 2012 - Present
Blue Cross and Blue Shield of Nebraska August 2010 - May 2012
ACI Worldwide March 2009 - August 2010
PayPal January 2008 - October 2008
Solutionary June 2007 - December 2007
TD Ameritrade October 2005 - October 2006
Ameritrade June 2001 - October 2005
Ameritrade Holding Corporation 1999 - 2001
First Data November 1998 - April 1999
First Data Corporation 1995 - 1998
Skills
Agile Project Management, Team Building, Group Collaboration, Product Management, Vendor Relations, Risk, Product Strategy, Business Case, Financial Risk, SDLC, Process Improvement, Integration, PMP, PMO, Project Management, Agile Methodologies, Enterprise Architecture, Risk Management, Business Process, Scrum, Visio, Requirements Analysis, Strategy, Management, Software Development, Program Management, Vendor Management, Governance, Project Planning, Leadership, Project Portfolio..., Resource Management, Six Sigma
Education
Bellevue University 2006 — 2007
M.A., Leadership Management
University of Nebraska at Omaha 1980 — 1985
BSBA, Finance and Marketing
Amy Grace Amy Grace's Ameritrade Experience November 2000 - April 2001
Job Content Specialist & Network Curator
Industry Writing and Editing
Experience
Self-employed March 2006 - Present
ERW Public Relations April 2013 - March 2015
Venn Marketing September 2012 - June 2013
Magenta, Inc. June 2005 - March 2006
U.S. Bank August 2001 - February 2005
Ameritrade November 2000 - April 2001
Ameritrade November 1998 - November 2000
Skills
Creative Writing, Blogging, Non-fiction, Freelance Writing, Copywriting, Web Content, Feature Articles, Newsletters, Marketing, Content Development, Press Releases, Content Strategy, Public Relations, Social Media, SEO, Marketing Communications
Education
Bellevue University
Self-employed March 2006 - Present
ERW Public Relations April 2013 - March 2015
Venn Marketing September 2012 - June 2013
Magenta, Inc. June 2005 - March 2006
U.S. Bank August 2001 - February 2005
Ameritrade November 2000 - April 2001
Ameritrade November 1998 - November 2000
Skills
Creative Writing, Blogging, Non-fiction, Freelance Writing, Copywriting, Web Content, Feature Articles, Newsletters, Marketing, Content Development, Press Releases, Content Strategy, Public Relations, Social Media, SEO, Marketing Communications
Education
Bellevue University
Charles Hutchinson Charles Hutchinson's Ameritrade Experience April 1999 - April 2003
Job Director of Engineering at ManageWatch
Industry Information Technology and Services
Experience
ManageWatch November 2014 - Present
Charles Hutchinson Digital August 2012 - December 2014
JPMorgan Chase 2010 - 2012
JP Morgan Chase June 2003 - January 2009
Ameritrade April 1999 - April 2003
USF&G Insurance August 1995 - April 1999
Skills
Disaster Recovery, Vendor Management, SDLC, Risk Management, Business Analysis, Security, Process Improvement, SharePoint, Enterprise Architecture, Visio, Program Management, Business Continuity, Web Design, WordPress, Web Hosting, Social Media Consulting, IT Management, Integration, Project Management, Data Center, Management
Education
Central Texas College 1981 — 1983
Central Texas College
ManageWatch November 2014 - Present
Charles Hutchinson Digital August 2012 - December 2014
JPMorgan Chase 2010 - 2012
JP Morgan Chase June 2003 - January 2009
Ameritrade April 1999 - April 2003
USF&G Insurance August 1995 - April 1999
Skills
Disaster Recovery, Vendor Management, SDLC, Risk Management, Business Analysis, Security, Process Improvement, SharePoint, Enterprise Architecture, Visio, Program Management, Business Continuity, Web Design, WordPress, Web Hosting, Social Media Consulting, IT Management, Integration, Project Management, Data Center, Management
Education
Central Texas College 1981 — 1983
Central Texas College
Karen Sterner Karen Sterner's Ameritrade Experience 1999 - 2001
Job Contracts
Industry Legal Services
Experience
Priority Solutions International June 2011 - July 2014
Beyond.com, Inc. June 2007 - June 2011
AAI Corporation 2003 - 2006
PHH Arval 2003 - 2004
PHH Arval 2003 - 2004
Fila U.S.A., Inc 2001 - 2003
Ameritrade 1999 - 2001
Skills
Contract Negotiation, Negotiation, Intellectual Property, Trademarks, Non-disclosure..., Corporate Law, Contract Management, Licensing, Government Contracting, Privacy Law, Software Licensing, Leadership, Due Diligence, Mediation, Cyberlaw, Supply Chain, Software Documentation, Vendor Management, Copyright Law, Legal Issues
Education
University of Baltimore School of Law 1994 — 1998
JD, Contracts
University of Delaware 1988 — 1991
BA, English - Technical Writing, Minor in Economics
Priority Solutions International June 2011 - July 2014
Beyond.com, Inc. June 2007 - June 2011
AAI Corporation 2003 - 2006
PHH Arval 2003 - 2004
PHH Arval 2003 - 2004
Fila U.S.A., Inc 2001 - 2003
Ameritrade 1999 - 2001
Skills
Contract Negotiation, Negotiation, Intellectual Property, Trademarks, Non-disclosure..., Corporate Law, Contract Management, Licensing, Government Contracting, Privacy Law, Software Licensing, Leadership, Due Diligence, Mediation, Cyberlaw, Supply Chain, Software Documentation, Vendor Management, Copyright Law, Legal Issues
Education
University of Baltimore School of Law 1994 — 1998
JD, Contracts
University of Delaware 1988 — 1991
BA, English - Technical Writing, Minor in Economics
Micki Danze Micki Danze's Ameritrade Experience November 2000 - Present
Job Senior Software Developer at Ameritrade
Industry Computer Software
Experience
TD Ameritrade 2004 - Present
Ameritrade November 2000 - Present
Sterling Software 1994 - 1999
Sterling Software 1994 - 1999
Skills
C++, java, hibernate, Oracle SQL, Oracle Coherence, Spring, Windows .net, Windows MFC, Java, Oracle, SQL, .NET, Windows, Hibernate, MFC, Eclipse, Unix, Software Development, SDLC, Web Services, Microsoft SQL Server, Agile Methodologies, Java Enterprise Edition, Software Design, XML
Education
Metropolitan Community College 1979 — 1983
Associate's degree, Computer Software Engineering
Benson
TD Ameritrade 2004 - Present
Ameritrade November 2000 - Present
Sterling Software 1994 - 1999
Sterling Software 1994 - 1999
Skills
C++, java, hibernate, Oracle SQL, Oracle Coherence, Spring, Windows .net, Windows MFC, Java, Oracle, SQL, .NET, Windows, Hibernate, MFC, Eclipse, Unix, Software Development, SDLC, Web Services, Microsoft SQL Server, Agile Methodologies, Java Enterprise Edition, Software Design, XML
Education
Metropolitan Community College 1979 — 1983
Associate's degree, Computer Software Engineering
Benson
Kellie Morrell Kellie Morrell's Ameritrade Experience September 1999 - March 2002
Job Enterprise Agile Coach & Trainer: Delivery Leader
Industry Information Technology and Services
Experience
Agile Transformation Inc. August 2013 - Present
Creighton University May 2014 - Present
Blue Cross and Blue Shield of Nebraska September 2011 - June 2013
Blue Cross Blue Shield of Nebraska May 2011 - June 2013
Mutual of Omaha February 2005 - April 2011
Ameritrade September 1999 - March 2002
Union Pacific Railroad 1981 - 1999
Skills
SDLC, Business Analysis, Project Portfolio..., Agile Methodologies, Insurance, Process Improvement, Requirements Gathering, Agile Project Management, Business Process..., Scrum, Vendor Management, Requirements Analysis, Visio, PMP, Data Warehousing, Change Management, PMO, Program Management, Team Leadership, Team Building, PMI-Agile Certified..., Software Project..., SharePoint, Enterprise Architecture, Software Documentation, Project Management, Leadership, Integration, Business Process, Business Intelligence, IT Strategy, Business Requirements, IT Management, Systems Analysis, Quality Assurance, MS Project, Cross-functional Team..., Resource Management, Waterfall, Analysis, Risk Management, Project Delivery, ITIL, Governance, Software Development, User Acceptance Testing, Testing, Data Modeling, Business Transformation, Management
Education
Bellevue University 1991 — 1992
Masters in Business Management, Business Administration and Management
University of Nebraska at Omaha
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Agile Transformation Inc. August 2013 - Present
Creighton University May 2014 - Present
Blue Cross and Blue Shield of Nebraska September 2011 - June 2013
Blue Cross Blue Shield of Nebraska May 2011 - June 2013
Mutual of Omaha February 2005 - April 2011
Ameritrade September 1999 - March 2002
Union Pacific Railroad 1981 - 1999
Skills
SDLC, Business Analysis, Project Portfolio..., Agile Methodologies, Insurance, Process Improvement, Requirements Gathering, Agile Project Management, Business Process..., Scrum, Vendor Management, Requirements Analysis, Visio, PMP, Data Warehousing, Change Management, PMO, Program Management, Team Leadership, Team Building, PMI-Agile Certified..., Software Project..., SharePoint, Enterprise Architecture, Software Documentation, Project Management, Leadership, Integration, Business Process, Business Intelligence, IT Strategy, Business Requirements, IT Management, Systems Analysis, Quality Assurance, MS Project, Cross-functional Team..., Resource Management, Waterfall, Analysis, Risk Management, Project Delivery, ITIL, Governance, Software Development, User Acceptance Testing, Testing, Data Modeling, Business Transformation, Management
Education
Bellevue University 1991 — 1992
Masters in Business Management, Business Administration and Management
University of Nebraska at Omaha
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Shawn Williams Shawn Williams's Ameritrade Experience 2002 - 2006
Job Searching for Profitable Small Business to Purchase
Industry Entertainment
Experience
Searching for Small Business to Purchase August 2015 - Present
BounceU of Omaha February 2007 - July 2015
Ameritrade 2002 - 2006
DRM 1997 - 2002
Union Pacific Railroad 1994 - 1997
Deloitte & Touche 1991 - 1994
Skills
Sports Teams, Birthday Parties, Budgets, Customer Service, Strategic Planning, Executive Management, Accounting, Financial Analysis, Microsoft Word, Strategic Financial..., Microsoft Excel, Public Speaking, Small Business, Business Analysis, Analysis, Forecasting, Team Leadership, Team Building, Leadership, Marketing, Entrepreneurship, Finance, Networking, Financial Planning, Coaching, Nonprofits, Sales
Education
Creighton University 1995 — 1998
MBA, Finance
Creighton University 1987 — 1991
BSBA, Accounting
Ralston Rams 1984 — 1987
Searching for Small Business to Purchase August 2015 - Present
BounceU of Omaha February 2007 - July 2015
Ameritrade 2002 - 2006
DRM 1997 - 2002
Union Pacific Railroad 1994 - 1997
Deloitte & Touche 1991 - 1994
Skills
Sports Teams, Birthday Parties, Budgets, Customer Service, Strategic Planning, Executive Management, Accounting, Financial Analysis, Microsoft Word, Strategic Financial..., Microsoft Excel, Public Speaking, Small Business, Business Analysis, Analysis, Forecasting, Team Leadership, Team Building, Leadership, Marketing, Entrepreneurship, Finance, Networking, Financial Planning, Coaching, Nonprofits, Sales
Education
Creighton University 1995 — 1998
MBA, Finance
Creighton University 1987 — 1991
BSBA, Accounting
Ralston Rams 1984 — 1987
Vinny Perez Vinny Perez's Ameritrade Experience 1999 - 2005
Job Infrastructure Analyst (Network Architect) at Library of Congress
Industry Information Technology and Services
Experience
Library of Congress September 2011 - Present
Wall to Wall Home Staging November 2009 - Present
Chesapeake NetCraftsmen, LLC April 2007 - September 2011
House to Home Investors LLC 2004 - 2011
Ameritrade 1999 - 2005
RPM Consulting 1995 - 1999
Legg Mason January 1991 - December 1994
Skills
Cisco IOS, Cisco Catalyst Switches, Cisco Nexus Switches, Data Center, Storage Area Networks, ASA, Cisco Technologies, Project Planning, Network Design, Integration, Security, Network Administration, Network Security, Project Management, Switches, Virtualization, VMware, Troubleshooting, Cisco Nexus, Cisco Routers
Education
The Johns Hopkins University 1991 — 1993
BS, IT Management
University of California, Berkeley 1987 — 1990
EECS
The College Preparatory School 1983 — 1987
High School, High School
Library of Congress September 2011 - Present
Wall to Wall Home Staging November 2009 - Present
Chesapeake NetCraftsmen, LLC April 2007 - September 2011
House to Home Investors LLC 2004 - 2011
Ameritrade 1999 - 2005
RPM Consulting 1995 - 1999
Legg Mason January 1991 - December 1994
Skills
Cisco IOS, Cisco Catalyst Switches, Cisco Nexus Switches, Data Center, Storage Area Networks, ASA, Cisco Technologies, Project Planning, Network Design, Integration, Security, Network Administration, Network Security, Project Management, Switches, Virtualization, VMware, Troubleshooting, Cisco Nexus, Cisco Routers
Education
The Johns Hopkins University 1991 — 1993
BS, IT Management
University of California, Berkeley 1987 — 1990
EECS
The College Preparatory School 1983 — 1987
High School, High School
Maria Schanbacher Maria Schanbacher's Ameritrade Experience March 1998 - February 2002
Job Senior Solutions Architect at Harris Connect
Industry Information Technology and Services
Experience
Harris Connect April 2015 - Present
iModules Software February 2013 - March 2015
Harris Connect May 2005 - February 2013
Societe Generale March 2002 - May 2005
Ameritrade March 1998 - February 2002
Prodigy Services Company December 1985 - February 1998
Angelsoft Inc. September 1983 - December 1985
Skills
Pragmatic Marketing..., Process Improvement, Team Building, Product Development, Web Applications, Leadership, E-commerce, XML, SQL, Java, CRM, Unix, Agile Methodologies, C++, Salesforce.com, REST, Integration, Mobile Devices, SaaS, Quality Assurance, Collaboration, Oracle, C, Sybase, Scrum, Basecamp, Strategic Planning, jQuery Mobile, Facebook API, JSON, OAuth, JavaScript, Atlassian JIRA, Strategic Partnerships, Management, Mobile Technology, LinkedIn API, DB2
Education
State University of New York at Oswego
BA, Major: Computer Science, Minor: Mathematics
Harris Connect April 2015 - Present
iModules Software February 2013 - March 2015
Harris Connect May 2005 - February 2013
Societe Generale March 2002 - May 2005
Ameritrade March 1998 - February 2002
Prodigy Services Company December 1985 - February 1998
Angelsoft Inc. September 1983 - December 1985
Skills
Pragmatic Marketing..., Process Improvement, Team Building, Product Development, Web Applications, Leadership, E-commerce, XML, SQL, Java, CRM, Unix, Agile Methodologies, C++, Salesforce.com, REST, Integration, Mobile Devices, SaaS, Quality Assurance, Collaboration, Oracle, C, Sybase, Scrum, Basecamp, Strategic Planning, jQuery Mobile, Facebook API, JSON, OAuth, JavaScript, Atlassian JIRA, Strategic Partnerships, Management, Mobile Technology, LinkedIn API, DB2
Education
State University of New York at Oswego
BA, Major: Computer Science, Minor: Mathematics
Jeff Heldt Jeff Heldt's Ameritrade Experience March 1996 - May 2000
Job Lead Systems & Network Admin at ConAgra Foods
Industry Internet
Experience
ConAgra Foods June 2000 - Present
Ameritrade March 1996 - May 2000
Intellitek, Inc. May 1992 - October 1995
Skills
Cisco Telepresence, Video Conferencing, Cisco Technologies, Vendor Management, Unified Communications, Office 365, Agile Methodologies, Software Project..., SDLC, Project Management, Requirements Analysis, SharePoint, Business Analysis, Process Improvement, User Experience, User Interface Design, HTML, CSS, Visio
Education
Bellevue University 2012 — 2014
Bachelor's degree, Business Analysis and Management
Metropolitan Community College 1990 — 1993
Associates, Graphic Arts
ConAgra Foods June 2000 - Present
Ameritrade March 1996 - May 2000
Intellitek, Inc. May 1992 - October 1995
Skills
Cisco Telepresence, Video Conferencing, Cisco Technologies, Vendor Management, Unified Communications, Office 365, Agile Methodologies, Software Project..., SDLC, Project Management, Requirements Analysis, SharePoint, Business Analysis, Process Improvement, User Experience, User Interface Design, HTML, CSS, Visio
Education
Bellevue University 2012 — 2014
Bachelor's degree, Business Analysis and Management
Metropolitan Community College 1990 — 1993
Associates, Graphic Arts
Vince Passione Vince Passione's Ameritrade Experience 2001 - 2003
Job CEO/Founder LendKey Technologies
Industry Financial Services
Experience
LendKey August 2008 - Present
Tourne View Ventures LLC June 2007 - Present
Adaptive Sports Foundation 2010 - Present
Adaptive Sports Foundation November 2002 - Present
DealerTrack Inc. 2003 - 2006
Ameritrade 2001 - 2003
OnMoney.com 1999 - 2001
Citigroup 1997 - 1999
Citigroup 1993 - 1997
IBM 1990 - 1993
Skills
Risk Management, Entrepreneurship, SaaS, Start-ups, Integration, Business Development, Cloud Computing, IT Strategy, E-commerce, Finance, Leadership, Analysis, Marketing Strategy, Executive Management, Cross-functional Team..., Process Improvement, Management, Financial Services, Venture Capital, Sales Management, Strategy, CRM, Business Analysis, Lead Generation, Strategic Partnerships, Strategic Planning, Business Planning, Investments, Team Leadership, Banking, Sales, Change Management, Online Advertising, Vendor Management, Business Strategy, Enterprise Software, Competitive Analysis, Analytics, Loans, Product Development, Account Management, Sales Process, Product Management, Corporate Development, Outsourcing, Portfolio Management, Salesforce.com, Software Engineering, Valuation, Due Diligence
Education
Polytechnic University 1979 — 1983
Bachelor of Science, Computer Science
LendKey August 2008 - Present
Tourne View Ventures LLC June 2007 - Present
Adaptive Sports Foundation 2010 - Present
Adaptive Sports Foundation November 2002 - Present
DealerTrack Inc. 2003 - 2006
Ameritrade 2001 - 2003
OnMoney.com 1999 - 2001
Citigroup 1997 - 1999
Citigroup 1993 - 1997
IBM 1990 - 1993
Skills
Risk Management, Entrepreneurship, SaaS, Start-ups, Integration, Business Development, Cloud Computing, IT Strategy, E-commerce, Finance, Leadership, Analysis, Marketing Strategy, Executive Management, Cross-functional Team..., Process Improvement, Management, Financial Services, Venture Capital, Sales Management, Strategy, CRM, Business Analysis, Lead Generation, Strategic Partnerships, Strategic Planning, Business Planning, Investments, Team Leadership, Banking, Sales, Change Management, Online Advertising, Vendor Management, Business Strategy, Enterprise Software, Competitive Analysis, Analytics, Loans, Product Development, Account Management, Sales Process, Product Management, Corporate Development, Outsourcing, Portfolio Management, Salesforce.com, Software Engineering, Valuation, Due Diligence
Education
Polytechnic University 1979 — 1983
Bachelor of Science, Computer Science
Dori Freeman Dori Freeman's Ameritrade Experience January 2005 - May 2005
Job AVP of HR at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage April 2015 - Present
Nationstar Mortgage September 2013 - April 2015
City of Arlington July 2008 - September 2013
Boston Scientific June 2005 - July 2008
Ameritrade January 2005 - May 2005
Vestmark, Inc February 2001 - August 2004
Vignette Corp 2000 - 2001
Skills
Employee Relations, Recruiting, Performance Management, Management Coaching, Employment Law, Human Resources, Employee Training, Investigation, Organizational..., Change Management, Organizational Design, Onboarding, Talent Management, Project Management, Process Improvement, Talent Acquisition, Payroll, PeopleSoft, Benefits Administration, Policy, Training, ADA, FMLA, FLSA, PDA, HR Policies, Interviews, Management, Personnel Management, New Hire Orientations, Temporary Placement, HRIS, Workforce Planning, Employee Engagement
Education
Texas Tech University 1993 — 1997
BBA, Business Administration and Management, General
VitalSmarts
Certified Crucial Conversations
TMI, Inc.
Certified Six Levels of Leadership
TMI, Inc.
Certified Extended DISC Facilitator
Human Resource Certification Institute 2006 — 2009
PHR, Professional in Human Resources
Nationstar Mortgage April 2015 - Present
Nationstar Mortgage September 2013 - April 2015
City of Arlington July 2008 - September 2013
Boston Scientific June 2005 - July 2008
Ameritrade January 2005 - May 2005
Vestmark, Inc February 2001 - August 2004
Vignette Corp 2000 - 2001
Skills
Employee Relations, Recruiting, Performance Management, Management Coaching, Employment Law, Human Resources, Employee Training, Investigation, Organizational..., Change Management, Organizational Design, Onboarding, Talent Management, Project Management, Process Improvement, Talent Acquisition, Payroll, PeopleSoft, Benefits Administration, Policy, Training, ADA, FMLA, FLSA, PDA, HR Policies, Interviews, Management, Personnel Management, New Hire Orientations, Temporary Placement, HRIS, Workforce Planning, Employee Engagement
Education
Texas Tech University 1993 — 1997
BBA, Business Administration and Management, General
VitalSmarts
Certified Crucial Conversations
TMI, Inc.
Certified Six Levels of Leadership
TMI, Inc.
Certified Extended DISC Facilitator
Human Resource Certification Institute 2006 — 2009
PHR, Professional in Human Resources
Tom McAlister Tom McAlister's Ameritrade Experience June 1999 - October 2001
Job Experienced Technology Executive
Industry Executive Office
Experience
McAlister Consulting October 2010 - Present
infoGroup October 2008 - September 2010
MetroGroup October 2005 - March 2008
GR Consulting October 2004 - October 2005
JP Morgan Chase February 2002 - September 2004
Ameritrade June 1999 - October 2001
Skills
Vendor Management, Disaster Recovery, Strategic Planning, Executive Management, Process Improvement, Business Process..., Strategy, Mergers & Acquisitions, IT Strategy, Governance, IT Management, Leadership, Program Management, Operations Management, Management Consulting, Training, Change Management, Contract Negotiation, Business Intelligence, Team Building, Risk Management, Business Process, Start-ups, Outsourcing, CRM
Education
Creighton University 1992 — 1993
Masters of Computer Systems Management, Management Information Systems
University of Nebraska at Kearney 1986 — 1990
BSBA, Business
McAlister Consulting October 2010 - Present
infoGroup October 2008 - September 2010
MetroGroup October 2005 - March 2008
GR Consulting October 2004 - October 2005
JP Morgan Chase February 2002 - September 2004
Ameritrade June 1999 - October 2001
Skills
Vendor Management, Disaster Recovery, Strategic Planning, Executive Management, Process Improvement, Business Process..., Strategy, Mergers & Acquisitions, IT Strategy, Governance, IT Management, Leadership, Program Management, Operations Management, Management Consulting, Training, Change Management, Contract Negotiation, Business Intelligence, Team Building, Risk Management, Business Process, Start-ups, Outsourcing, CRM
Education
Creighton University 1992 — 1993
Masters of Computer Systems Management, Management Information Systems
University of Nebraska at Kearney 1986 — 1990
BSBA, Business
Holly Dodd's Ameritrade Experience October 2004 - April 2005
Job Human Resources Specialist at Hobby Lobby
Industry Human Resources
Experience
Hobby Lobby July 2012 - Present
Guthrie Job Corps Center January 2011 - June 2012
Long Wave January 2010 - January 2011
RadioShack April 2005 - April 2006
Ameritrade October 2004 - April 2005
United American Insurance September 2001 - August 2004
Natural Data June 2000 - August 2001
Consistency Management August 1997 - May 2000
Skills
Employee Relations, Benefits Administration, Payroll, Recruiting, Process Improvement, Customer Service, Performance Management, Technical Recruiting, Employee Benefits, Onboarding, PeopleSoft, Analysis, Microsoft Office, Human Resources, Project Management
Education
University of Houston 1996 — 2000
Bachelor of Science, Psychology, Business Administration
Hobby Lobby July 2012 - Present
Guthrie Job Corps Center January 2011 - June 2012
Long Wave January 2010 - January 2011
RadioShack April 2005 - April 2006
Ameritrade October 2004 - April 2005
United American Insurance September 2001 - August 2004
Natural Data June 2000 - August 2001
Consistency Management August 1997 - May 2000
Skills
Employee Relations, Benefits Administration, Payroll, Recruiting, Process Improvement, Customer Service, Performance Management, Technical Recruiting, Employee Benefits, Onboarding, PeopleSoft, Analysis, Microsoft Office, Human Resources, Project Management
Education
University of Houston 1996 — 2000
Bachelor of Science, Psychology, Business Administration
Jason Wasserman Jason Wasserman's Ameritrade Experience July 2009 - July 2014
Job Operations Specialist
Industry Investment Banking
Experience
Ameritrade July 2009 - July 2014
Deutsche Bank May 2006 - April 2009
Deutsche Bank July 2005 - May 2006
Deutsche Bank July 2005 - May 2006
Morgan Stanley & Co February 2005 - May 2005
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Bank November 1997 - January 2003
Credit Lyonnais Bank November 1997 - January 2003
Skills
Options, FX Options, Back Office, Derivatives, Middle Office, Bloomberg, ADP Payroll, Ameritrade trading..., SWIFT payments, Microsoft Excel, Lotus Notes, Customer Service, Outlook, Microsoft Word, Summit, Kondor+, OFAC, Fedwire, Sungard GMI, etrade, Nostro Reconciliation, Ransys, Rolfe and Nolan, RISC, NYMEX
Education
SUNY Albany 1993 — 1997
Bachelor of Arts (BA), Business Administration, Management and Operations
University at Albany, SUNY 1993 — 1997
BA, Sociology
Ameritrade July 2009 - July 2014
Deutsche Bank May 2006 - April 2009
Deutsche Bank July 2005 - May 2006
Deutsche Bank July 2005 - May 2006
Morgan Stanley & Co February 2005 - May 2005
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Bank November 1997 - January 2003
Credit Lyonnais Bank November 1997 - January 2003
Skills
Options, FX Options, Back Office, Derivatives, Middle Office, Bloomberg, ADP Payroll, Ameritrade trading..., SWIFT payments, Microsoft Excel, Lotus Notes, Customer Service, Outlook, Microsoft Word, Summit, Kondor+, OFAC, Fedwire, Sungard GMI, etrade, Nostro Reconciliation, Ransys, Rolfe and Nolan, RISC, NYMEX
Education
SUNY Albany 1993 — 1997
Bachelor of Arts (BA), Business Administration, Management and Operations
University at Albany, SUNY 1993 — 1997
BA, Sociology
John Staab's Ameritrade Experience 1999 - 2002
Job Project Manager at Maciley Enterprises
Industry Real Estate
Experience
Maciley Enterprises 2010 - Present
Callaway Real Estate 2011 - Present
Q Development Group 2006 - February 2010
JPMorgan Chase 2002 - 2006
Ameritrade 1999 - 2002
Roltrans Group America, Inc 1997 - 1999
Skills
Budgets, Finance, Risk Management, Business Strategy, Leadership, Construction Management, Financial Analysis, Operations Management, Business Development, Customer Service, Relationship Management, Project Management, Microsoft Office, Management, Construction, Financial Services, Portfolio Management, Real Estate, Investments, Microsoft Excel, Project Planning, Contract Negotiation, Recruiting, Sales, Team Management, Executive Management, Program Management, Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2005
MBA, Management, Finance
Fort Hays State University
BBA, Management
PHS
Maciley Enterprises 2010 - Present
Callaway Real Estate 2011 - Present
Q Development Group 2006 - February 2010
JPMorgan Chase 2002 - 2006
Ameritrade 1999 - 2002
Roltrans Group America, Inc 1997 - 1999
Skills
Budgets, Finance, Risk Management, Business Strategy, Leadership, Construction Management, Financial Analysis, Operations Management, Business Development, Customer Service, Relationship Management, Project Management, Microsoft Office, Management, Construction, Financial Services, Portfolio Management, Real Estate, Investments, Microsoft Excel, Project Planning, Contract Negotiation, Recruiting, Sales, Team Management, Executive Management, Program Management, Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2005
MBA, Management, Finance
Fort Hays State University
BBA, Management
PHS
Dr. Janet Walker Dr. Janet Walker's Ameritrade Experience 2000 - 2000
Job Managing Director at Encounter Telehealth
Industry Management Consulting
Experience
Encounter Telepsychiatry July 2014 - July 2015
University of Nebraska-Lincoln 2003 - October 2010
Children's Hospital - Omaha June 2005 - April 2008
Nebraska Methodist College 2001 - March 2008
Valmont Industries 2001 - 2004
Ameritrade 2000 - 2000
Ameritrade Holding Corporation 2000 - 2000
Omnium January 1998 - January 1999
TD Ameritrade 1998 - 1998
University of Nebraska Medical Center 1992 - 1997
Skills
Talent Assessment, Talent Acquisition, Talent Development, Strategic Planning, Coaching, 360 Feedback, Organizational Diagnosis, DISC, Leadership Development, Organizational..., Succession Planning, Crucial Conversations..., Human Capital, Talent Management, Personality Assessment, Competency Assessment, Competency Based..., Organizational Talent, Personnel Selection, Executive Coaching, Team Building, Workshop Facilitation, Teamwork, Higher Education, Process Improvement, Leadership, Performance Management, Personnel Management, Training, Healthcare, Program Management, Recruiting, Public Speaking, Nonprofits, Management, Program Evaluation, Staff Development, Organizational..., Analysis, Grant Writing, Career Counseling, Adult Education, Instructional Design, Employee Benefits, Career Development, Mentoring, Executive Management, Employee Engagement, Consulting
Education
University of Nebraska-Lincoln 1988 — 1997
Ed.D., Community and Human Resources
Western Illinois University 1981 — 1982
M.S., Health Education
Kansas State University 1977 — 1981
BS, Community Health
Encounter Telepsychiatry July 2014 - July 2015
University of Nebraska-Lincoln 2003 - October 2010
Children's Hospital - Omaha June 2005 - April 2008
Nebraska Methodist College 2001 - March 2008
Valmont Industries 2001 - 2004
Ameritrade 2000 - 2000
Ameritrade Holding Corporation 2000 - 2000
Omnium January 1998 - January 1999
TD Ameritrade 1998 - 1998
University of Nebraska Medical Center 1992 - 1997
Skills
Talent Assessment, Talent Acquisition, Talent Development, Strategic Planning, Coaching, 360 Feedback, Organizational Diagnosis, DISC, Leadership Development, Organizational..., Succession Planning, Crucial Conversations..., Human Capital, Talent Management, Personality Assessment, Competency Assessment, Competency Based..., Organizational Talent, Personnel Selection, Executive Coaching, Team Building, Workshop Facilitation, Teamwork, Higher Education, Process Improvement, Leadership, Performance Management, Personnel Management, Training, Healthcare, Program Management, Recruiting, Public Speaking, Nonprofits, Management, Program Evaluation, Staff Development, Organizational..., Analysis, Grant Writing, Career Counseling, Adult Education, Instructional Design, Employee Benefits, Career Development, Mentoring, Executive Management, Employee Engagement, Consulting
Education
University of Nebraska-Lincoln 1988 — 1997
Ed.D., Community and Human Resources
Western Illinois University 1981 — 1982
M.S., Health Education
Kansas State University 1977 — 1981
BS, Community Health
Nam S. Cho Nam S. Cho's Ameritrade Experience 2000 - 2003
Job Consultant
Industry Information Technology and Services
Experience
Rebar Systems, LLC November 2013 - Present
Merrill Lynch April 2012 - November 2013
Morgan Stanley May 2011 - April 2012
NASDAQ OMX April 2010 - May 2011
KPMG October 2008 - April 2010
Credit Suisse February 2006 - May 2008
Wang Trading LLC. 2003 - 2006
Ameritrade 2000 - 2003
Graphnet 1999 - 2000
Sprint Nextel 1996 - 1999
Skills
Market Data, Electronic Trading, Proprietary Trading, Hedge Funds, High Frequency Trading, Investment Banking, Trading Systems, Exchange Connectivity, Low Latency, Equities, Derivatives, Financial Markets, Fixed Income, Risk Management, Equity Trading
Education
Michigan State University 1992 — 1996
Computer Science
Rebar Systems, LLC November 2013 - Present
Merrill Lynch April 2012 - November 2013
Morgan Stanley May 2011 - April 2012
NASDAQ OMX April 2010 - May 2011
KPMG October 2008 - April 2010
Credit Suisse February 2006 - May 2008
Wang Trading LLC. 2003 - 2006
Ameritrade 2000 - 2003
Graphnet 1999 - 2000
Sprint Nextel 1996 - 1999
Skills
Market Data, Electronic Trading, Proprietary Trading, Hedge Funds, High Frequency Trading, Investment Banking, Trading Systems, Exchange Connectivity, Low Latency, Equities, Derivatives, Financial Markets, Fixed Income, Risk Management, Equity Trading
Education
Michigan State University 1992 — 1996
Computer Science
Ben Niederee Ben Niederee's Ameritrade Experience September 2005 - April 2006
Job Senior Manager of Data and Model Implementation at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2011 - Present
TD Ameritrade July 2010 - February 2011
TD Ameritrade August 2008 - July 2010
TD Ameritrade April 2006 - August 2008
Ameritrade September 2005 - April 2006
Ameritrade November 2004 - September 2005
Skills
Analytics, Business Intelligence, Data Warehousing, Data Modeling, Series 7, Financial Services, ETL, Requirements Gathering, Data Mining, SDLC, Business Analytics, Microsoft SQL Server, Netezza, Business Analysis, SQL, Business Objects, VBScript, Data Analysis, Risk Management, Visio, Data Science, Ext JS, MySQL, Predictive Analytics, Node.js, Tomcat, Database-driven Web..., Management, Oracle SQL, Bash, Nginx, IIS, Git, Process Improvement, Securities, Series 63, JIRA
Education
Creighton University 2000 — 2004
BSBA, Finance & Economics
TD Ameritrade February 2011 - Present
TD Ameritrade July 2010 - February 2011
TD Ameritrade August 2008 - July 2010
TD Ameritrade April 2006 - August 2008
Ameritrade September 2005 - April 2006
Ameritrade November 2004 - September 2005
Skills
Analytics, Business Intelligence, Data Warehousing, Data Modeling, Series 7, Financial Services, ETL, Requirements Gathering, Data Mining, SDLC, Business Analytics, Microsoft SQL Server, Netezza, Business Analysis, SQL, Business Objects, VBScript, Data Analysis, Risk Management, Visio, Data Science, Ext JS, MySQL, Predictive Analytics, Node.js, Tomcat, Database-driven Web..., Management, Oracle SQL, Bash, Nginx, IIS, Git, Process Improvement, Securities, Series 63, JIRA
Education
Creighton University 2000 — 2004
BSBA, Finance & Economics
Peter Horst's Ameritrade Experience 1997 - 1999
Job Chief Marketing Officer at The Hershey Company
Industry Consumer Goods
Experience
The Hershey Company July 2015 - Present
Capital One Financial May 2003 - Present
TruSecure (now Verizon) May 2000 - May 2003
Ameritrade 1997 - 1999
US WEST (Qwest) 1994 - 1997
General Mills 1988 - 1996
Skills
Direct Marketing, Competitive Analysis, Financial Services, Strategy, Marketing Strategy, Analytics, Business Development, Segmentation, Brand Management, Strategic Planning, Market Research, Strategic Partnerships, Customer Experience, Email Marketing, Database Marketing, Customer Acquisition, Marketing, CRM, Marketing Communications, Multi-channel Marketing, Digital Marketing, Integrated Marketing, Lead Generation, Marketing Research, Product Management, Product Marketing, Brand Development, Mobile Marketing, Digital Strategy, Online Marketing, Marketing Management, E-commerce, Customer Insight, B2B Marketing
Education
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Marketing, General Management
Harvard University 1979 — 1983
BA, History & Literature
The Hershey Company July 2015 - Present
Capital One Financial May 2003 - Present
TruSecure (now Verizon) May 2000 - May 2003
Ameritrade 1997 - 1999
US WEST (Qwest) 1994 - 1997
General Mills 1988 - 1996
Skills
Direct Marketing, Competitive Analysis, Financial Services, Strategy, Marketing Strategy, Analytics, Business Development, Segmentation, Brand Management, Strategic Planning, Market Research, Strategic Partnerships, Customer Experience, Email Marketing, Database Marketing, Customer Acquisition, Marketing, CRM, Marketing Communications, Multi-channel Marketing, Digital Marketing, Integrated Marketing, Lead Generation, Marketing Research, Product Management, Product Marketing, Brand Development, Mobile Marketing, Digital Strategy, Online Marketing, Marketing Management, E-commerce, Customer Insight, B2B Marketing
Education
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Marketing, General Management
Harvard University 1979 — 1983
BA, History & Literature
Ray Kimbrell Ray Kimbrell's Ameritrade Experience 2003 - 2014
Job Lead Event Director
Industry Education Management
Experience
Investools April 2010 - Present
Ameritrade 2003 - 2014
Thinkorswim group Inc June 2007 - April 2010
Skills
Public Speaking, Strategic Planning, Sales, Marketing, Customer Service, Trading, Team Building, Investments, Budgets, Management, Leadership Development, Business Strategy, Leadership, Series 63, Sales Management, Options, Portfolio Management, Coaching, Financial Analysis, Equities, Team Leadership, Training, Program Management, Microsoft Office
Education
The Citadel 1980 — 1984
BS, Business
Investools April 2010 - Present
Ameritrade 2003 - 2014
Thinkorswim group Inc June 2007 - April 2010
Skills
Public Speaking, Strategic Planning, Sales, Marketing, Customer Service, Trading, Team Building, Investments, Budgets, Management, Leadership Development, Business Strategy, Leadership, Series 63, Sales Management, Options, Portfolio Management, Coaching, Financial Analysis, Equities, Team Leadership, Training, Program Management, Microsoft Office
Education
The Citadel 1980 — 1984
BS, Business
Scott Mandel Scott Mandel's Ameritrade Experience 2002 - 2003
Job VP / Project Manager Investment Platforms at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Rebecca Fegan's Ameritrade Experience March 1999 - January 2001
Job Division Leader, Primerica Financial Services
Industry Financial Services
Experience
Road 2 DTM Toastmaster club July 2015 - Present
River City Speakers 5779 July 2014 - Present
Primerica March 2001 - Present
Toastmasters International 2013 - 2014
Fine Arts Academy through Take Lessons 1968 - 2013
Ameritrade March 1999 - January 2001
Skills
Investment Advisor..., Music instructor, all..., Calligrapher, Academic Tutoring, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Teaching
Education
Peru State College 1985 — 1988
BS, Business Admnistration, 3.67
Illinois State University 1975 — 1977
BME, Music ed
Road 2 DTM Toastmaster club July 2015 - Present
River City Speakers 5779 July 2014 - Present
Primerica March 2001 - Present
Toastmasters International 2013 - 2014
Fine Arts Academy through Take Lessons 1968 - 2013
Ameritrade March 1999 - January 2001
Skills
Investment Advisor..., Music instructor, all..., Calligrapher, Academic Tutoring, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Teaching
Education
Peru State College 1985 — 1988
BS, Business Admnistration, 3.67
Illinois State University 1975 — 1977
BME, Music ed
Timothy Tingle's Ameritrade Experience June 1999 - October 2001
Job Change Manager TD Bank
Industry Financial Services
Experience
Barclays Bank November 2009 - Present
ACE Group February 2006 - May 2010
JPMorgan Chase December 2001 - February 2006
Ameritrade June 1999 - October 2001
USF&G Insurance 1996 - 1998
Education
University of Kentucky 1979 — 1983
BS, Agriculture, Economics
Barclays Bank November 2009 - Present
ACE Group February 2006 - May 2010
JPMorgan Chase December 2001 - February 2006
Ameritrade June 1999 - October 2001
USF&G Insurance 1996 - 1998
Education
University of Kentucky 1979 — 1983
BS, Agriculture, Economics
Lesley McCulley's Ameritrade Experience January 2000 - August 2002
Job Director of Human Resources, USA at LearningMate
Industry Human Resources
Experience
LearningMate June 2015 - Present
Gates to HR, LLC November 2014 - May 2015
Edgenuity Inc. March 2012 - October 2014
Gates to HR, LLC December 2006 - February 2012
Desert Highlands Association January 2006 - January 2007
Phelps Dodge Corp (now Freeport-McMoRan Copper & Gold Inc.) February 2003 - January 2006
Ameritrade January 2000 - August 2002
Skills
Performance Management, HRIS, Employee Relations, Talent Acquisition, Employee Benefits, Employee Engagement, HR Policies, Leadership, Applicant Tracking..., Human Resources, New Hire Orientations, Training & Development, HR Transformation, Total Rewards, Compensation, Onboarding, Project Management, Organizational..., Employer Branding, Talent Management, Organizational Culture, Internal Communications, People Development, Leadership Development, Strategic Sourcing, Strategic Planning, Deferred Compensation, Training, Employee Training, Job Descriptions
Education
Lesley University 1991 — 1993
MSM
University of Miami - School of Business 1987 — 1989
BS
American University - Kogod School of Business 1985 — 1987
LearningMate June 2015 - Present
Gates to HR, LLC November 2014 - May 2015
Edgenuity Inc. March 2012 - October 2014
Gates to HR, LLC December 2006 - February 2012
Desert Highlands Association January 2006 - January 2007
Phelps Dodge Corp (now Freeport-McMoRan Copper & Gold Inc.) February 2003 - January 2006
Ameritrade January 2000 - August 2002
Skills
Performance Management, HRIS, Employee Relations, Talent Acquisition, Employee Benefits, Employee Engagement, HR Policies, Leadership, Applicant Tracking..., Human Resources, New Hire Orientations, Training & Development, HR Transformation, Total Rewards, Compensation, Onboarding, Project Management, Organizational..., Employer Branding, Talent Management, Organizational Culture, Internal Communications, People Development, Leadership Development, Strategic Sourcing, Strategic Planning, Deferred Compensation, Training, Employee Training, Job Descriptions
Education
Lesley University 1991 — 1993
MSM
University of Miami - School of Business 1987 — 1989
BS
American University - Kogod School of Business 1985 — 1987
Willa Perez Willa Perez's Ameritrade Experience April 2005 - June 2005
Job Data Architect at Koch Business Solutions
Industry Retail
Experience
Koch Industries-Koch Business Solutions June 2015 - Present
Nike April 2012 - June 2015
UTi Worldwide August 2011 - April 2012
TEKsystems April 2011 - August 2011
CareOregon January 2008 - April 2011
Central States Indemnity April 2006 - December 2007
Enterprise Data WarehouseBlue Cross Blue Shield Nebraska June 2005 - April 2006
Ameritrade April 2005 - June 2005
First National Bank of Omaha March 2001 - April 2005
First of Omaha Merchant Processing February 2000 - March 2001
Skills
Data Warehousing, Business Intelligence, Databases, ETL, SDLC, Data Modeling, Data Warehouse..., Microsoft SQL Server, Systems Analysis
Education
Bellevue University 2001 — 2003
Masters, Management
Bellevue University
MBA IS
Bellevue University 1999 — 2001
MBA, Information Services
University of Nebraska at Omaha
BGS; a, Science
Bellevue University
Masters, Management
Koch Industries-Koch Business Solutions June 2015 - Present
Nike April 2012 - June 2015
UTi Worldwide August 2011 - April 2012
TEKsystems April 2011 - August 2011
CareOregon January 2008 - April 2011
Central States Indemnity April 2006 - December 2007
Enterprise Data WarehouseBlue Cross Blue Shield Nebraska June 2005 - April 2006
Ameritrade April 2005 - June 2005
First National Bank of Omaha March 2001 - April 2005
First of Omaha Merchant Processing February 2000 - March 2001
Skills
Data Warehousing, Business Intelligence, Databases, ETL, SDLC, Data Modeling, Data Warehouse..., Microsoft SQL Server, Systems Analysis
Education
Bellevue University 2001 — 2003
Masters, Management
Bellevue University
MBA IS
Bellevue University 1999 — 2001
MBA, Information Services
University of Nebraska at Omaha
BGS; a, Science
Bellevue University
Masters, Management
Mike Schomburg's Ameritrade Experience 1995 - 1999
Job Systems Engineer at G4S Secure Integration
Industry Security and Investigations
Experience
G4S Secure Integration April 2011 - Present
Adesta LLc April 2006 - April 2011
Ameritrade 1995 - 1999
Lincoln Telephone 1981 - 1994
Skills
Integration, Access Control, Security, CCTV, Project Management, Intrusion Detection, Alarm Systems, IP Cameras, Security Audits, Physical Security, Vulnerability Assessment, Video over IP, Network Security, Security Management, Telecommunications, Video Analytics, LAN-WAN, IP CCTV, Biometrics, IPS
Education
Washington University in St. Louis 1980 — 1981
Doane College 1977 — 1979
G4S Secure Integration April 2011 - Present
Adesta LLc April 2006 - April 2011
Ameritrade 1995 - 1999
Lincoln Telephone 1981 - 1994
Skills
Integration, Access Control, Security, CCTV, Project Management, Intrusion Detection, Alarm Systems, IP Cameras, Security Audits, Physical Security, Vulnerability Assessment, Video over IP, Network Security, Security Management, Telecommunications, Video Analytics, LAN-WAN, IP CCTV, Biometrics, IPS
Education
Washington University in St. Louis 1980 — 1981
Doane College 1977 — 1979
Sean Patrick Coon's Ameritrade Experience February 2004 - April 2005
Job UX, Product Design, Strategy
Industry Internet
Experience
dotmatrix studios May 2005 - Present
DMP (the dotmatrix project) April 2008 - July 2010
Ameritrade February 2004 - April 2005
Datek Online / Ameritrade March 2002 - February 2004
Organic June 1998 - February 2002
Xpedior April 2000 - March 2001
Tripod March 1999 - April 2000
DVC Interactive February 1997 - June 1998
Learn Technologies Interactive January 1996 - February 1997
The Bureau of Electronic Publishing April 1994 - December 1995
Skills
Interaction Design, Information Architecture, User Experience, User Interface Design, Photography, Agile Methodologies, User-centered Design, Usability Testing, Experience Design, User Research, User Interface, User Experience Design, Art Direction, Content Strategy, Accessibility, Design Strategy, Information Design, Heuristic Evaluation, E-commerce, Web Design
Education
Syracuse University 1988 — 1992
BFA, Advertising Design
Cooper 2004 — 2004
Interaction Design Practicum
Argus Center for Information Architecture 2001 — 2001
Synonyms and Taxonomies
ACM SIGRAPH 1997 — 1997
Symposium on Interactive 3D Graphics
dotmatrix studios May 2005 - Present
DMP (the dotmatrix project) April 2008 - July 2010
Ameritrade February 2004 - April 2005
Datek Online / Ameritrade March 2002 - February 2004
Organic June 1998 - February 2002
Xpedior April 2000 - March 2001
Tripod March 1999 - April 2000
DVC Interactive February 1997 - June 1998
Learn Technologies Interactive January 1996 - February 1997
The Bureau of Electronic Publishing April 1994 - December 1995
Skills
Interaction Design, Information Architecture, User Experience, User Interface Design, Photography, Agile Methodologies, User-centered Design, Usability Testing, Experience Design, User Research, User Interface, User Experience Design, Art Direction, Content Strategy, Accessibility, Design Strategy, Information Design, Heuristic Evaluation, E-commerce, Web Design
Education
Syracuse University 1988 — 1992
BFA, Advertising Design
Cooper 2004 — 2004
Interaction Design Practicum
Argus Center for Information Architecture 2001 — 2001
Synonyms and Taxonomies
ACM SIGRAPH 1997 — 1997
Symposium on Interactive 3D Graphics
Will Coffey Will Coffey's Ameritrade Experience January 2005 - May 2005
Job National Account Manager at United Rentals Inc.
Industry Construction
Experience
United Rentals May 2015 - Present
United Rentals Inc. April 2014 - April 2015
United Rentals February 2013 - April 2014
Newell Rubbermaid March 2010 - February 2013
The Valspar Corporation July 2005 - October 2010
Ameritrade January 2005 - May 2005
The Great Escapes Vacation Club June 2004 - November 2004
The Champions Run March 2002 - August 2003
Skills
Sales Process, Sales Management, Sales Support, Direct Sales, Customer Relations, Employee Relations, Self Driven, Cold Calling, Lead Generation, Team Leadership, Customer Service, Vendor Management, Vendor, Fast Learner, Multi Tasking, Organized self-starter, PowerPoint, Microsoft Office, Pivot Tables, Outlook, Sales Operations, Self-driven, Sales, Key Account Management, Retail, Income Statement, Market Planning, Consumer Products, Product Development, Business Planning, Business Development, Marketing Strategy, Strategic Planning, Merchandising, Marketing, sales op, sales man, Account Management, Key Account Development, Key Account..., Contract Negotiation, New Business Development, incom, Employee Training, Train New Employees, Pricing Strategy, Sales Effectiveness, Business Strategy, Business Analysis, Customer Satisfaction
Education
Arizona State University 1998 — 2004
Bachelor of Science, Agribusiness
University of Nebraska at 2000 — 2001
General Studies
United Rentals May 2015 - Present
United Rentals Inc. April 2014 - April 2015
United Rentals February 2013 - April 2014
Newell Rubbermaid March 2010 - February 2013
The Valspar Corporation July 2005 - October 2010
Ameritrade January 2005 - May 2005
The Great Escapes Vacation Club June 2004 - November 2004
The Champions Run March 2002 - August 2003
Skills
Sales Process, Sales Management, Sales Support, Direct Sales, Customer Relations, Employee Relations, Self Driven, Cold Calling, Lead Generation, Team Leadership, Customer Service, Vendor Management, Vendor, Fast Learner, Multi Tasking, Organized self-starter, PowerPoint, Microsoft Office, Pivot Tables, Outlook, Sales Operations, Self-driven, Sales, Key Account Management, Retail, Income Statement, Market Planning, Consumer Products, Product Development, Business Planning, Business Development, Marketing Strategy, Strategic Planning, Merchandising, Marketing, sales op, sales man, Account Management, Key Account Development, Key Account..., Contract Negotiation, New Business Development, incom, Employee Training, Train New Employees, Pricing Strategy, Sales Effectiveness, Business Strategy, Business Analysis, Customer Satisfaction
Education
Arizona State University 1998 — 2004
Bachelor of Science, Agribusiness
University of Nebraska at 2000 — 2001
General Studies
Alan Hall Alan Hall's Ameritrade Experience February 2000 - May 2001
Job Director of Strategy & Product Marketing, Advanced Threat Protection Group at Blue Coat Systems
Industry Computer Software
Experience
Blue Coat Systems June 2013 - Present
Solera Networks March 2007 - May 2013
Novell May 2001 - March 2007
Ameritrade February 2000 - May 2001
NextPage July 1999 - February 2000
Open Market, Inc., Folio Products Group September 1997 - July 1999
Folio December 1996 - September 1997
Ford Motor Company January 1993 - November 1995
Skills
Product Management, Collateral, Trade Shows, Messaging, Product Launch, Demand Generation, Affiliate Marketing, Go-to-market Strategy, Product Marketing, Marketing Strategy, Multi-channel Marketing, Market Planning, Lead Generation, Marketing, Sales Enablement, Start-ups, Integrated Marketing, Channel, Enterprise Software, Management, Corporate Branding, Advertising, Strategic Partnerships, Salesforce.com, Business Alliances, SaaS, Positioning, Channel Partners, Strategy, Competitive Analysis, Sales, Program Management, Partner Management, Cloud Computing, Solution Selling
Education
Utah State University 2000 — 2002
MBA, Business Administration
Brigham Young University 1989 — 1992
BS, International Marketing
Blue Coat Systems June 2013 - Present
Solera Networks March 2007 - May 2013
Novell May 2001 - March 2007
Ameritrade February 2000 - May 2001
NextPage July 1999 - February 2000
Open Market, Inc., Folio Products Group September 1997 - July 1999
Folio December 1996 - September 1997
Ford Motor Company January 1993 - November 1995
Skills
Product Management, Collateral, Trade Shows, Messaging, Product Launch, Demand Generation, Affiliate Marketing, Go-to-market Strategy, Product Marketing, Marketing Strategy, Multi-channel Marketing, Market Planning, Lead Generation, Marketing, Sales Enablement, Start-ups, Integrated Marketing, Channel, Enterprise Software, Management, Corporate Branding, Advertising, Strategic Partnerships, Salesforce.com, Business Alliances, SaaS, Positioning, Channel Partners, Strategy, Competitive Analysis, Sales, Program Management, Partner Management, Cloud Computing, Solution Selling
Education
Utah State University 2000 — 2002
MBA, Business Administration
Brigham Young University 1989 — 1992
BS, International Marketing
Matthew Kelehan Matthew Kelehan's Ameritrade Experience June 2000 - July 2002
Job Senior Customer Advocate at Hayneedle
Industry Consumer Goods
Experience
Hayneedle October 2012 - Present
West September 2010 - July 2011
PayPal October 2005 - August 2010
Commerce Bank March 2004 - May 2005
Ameritrade June 2000 - July 2002
Skills
Customer Service, Marketing Strategy, Product Development, Strategic Planning, Sales Management, Microsoft Excel, New Business Development, Project Management, Negotiation, Business Strategy, Sales, Retail, Microsoft Office, YouTube, Customer Satisfaction, Social Media Marketing, Accounting
Education
Creighton University 1995 — 1999
Bachelor's degree, Theatre/Theater
Creighton University 1995 — 1999
Bachelor's degree, Theatre
Hayneedle October 2012 - Present
West September 2010 - July 2011
PayPal October 2005 - August 2010
Commerce Bank March 2004 - May 2005
Ameritrade June 2000 - July 2002
Skills
Customer Service, Marketing Strategy, Product Development, Strategic Planning, Sales Management, Microsoft Excel, New Business Development, Project Management, Negotiation, Business Strategy, Sales, Retail, Microsoft Office, YouTube, Customer Satisfaction, Social Media Marketing, Accounting
Education
Creighton University 1995 — 1999
Bachelor's degree, Theatre/Theater
Creighton University 1995 — 1999
Bachelor's degree, Theatre
Tony Zimmer Tony Zimmer's Ameritrade Experience March 1998 - March 2003
Job Cosentry, Cisco Engineer
Industry Information Technology and Services
Experience
CoSentry April 2011 - Present
rht hopefull 2015 - 2015
rht hopefull 2015 - 2015
Tri Wire engineering May 2005 - February 2011
Ameritrade March 1998 - March 2003
Skills
Servers, Hardware, Data Center, Linux, Troubleshooting, System Administration, Unix, Computer Hardware, Perl, Disaster Recovery, DNS, Security, Cisco Technologies, Networking, Network Security, Information Technology, Network Administration, Switches, Software Installation, WAN, Solaris, Testing
Education
Metropolitan Community College 1998 — 2000
Associates in Applied Science, Computer Networking
CoSentry April 2011 - Present
rht hopefull 2015 - 2015
rht hopefull 2015 - 2015
Tri Wire engineering May 2005 - February 2011
Ameritrade March 1998 - March 2003
Skills
Servers, Hardware, Data Center, Linux, Troubleshooting, System Administration, Unix, Computer Hardware, Perl, Disaster Recovery, DNS, Security, Cisco Technologies, Networking, Network Security, Information Technology, Network Administration, Switches, Software Installation, WAN, Solaris, Testing
Education
Metropolitan Community College 1998 — 2000
Associates in Applied Science, Computer Networking
Tim O'Meara Tim O'Meara's Ameritrade Experience June 2009 - January 2012
Job Platinum Relationship Manager at OptionsHouse
Industry Financial Services
Experience
OptionsHouse April 2015 - Present
OptionsHouse November 2012 - April 2015
MEO Capital April 2012 - December 2012
Code Academy January 2012 - March 2012
Ameritrade June 2009 - January 2012
OptionsHouse 2012 - 2012
thinkorswim Canada April 2007 - June 2009
Orc Software 2005 - 2007
actant 2004 - 2006
Timber Hill 1996 - 2004
Skills
Series 7, Series 24, Series 63, Options, Ruby, BMC Patrol, Risk Management, Hedge Funds, FX Options, Fixed Income, Capital Markets, Portfolio Management, Technical Analysis, Financial Modeling, FINRA, Trading, Financial Markets, Securities
Education
Illinois Institute of Technology 1992 — 1994
MS, Financial Markets and Trading
University of Illinois at Urbana-Champaign
BS
Code Academy
OptionsHouse April 2015 - Present
OptionsHouse November 2012 - April 2015
MEO Capital April 2012 - December 2012
Code Academy January 2012 - March 2012
Ameritrade June 2009 - January 2012
OptionsHouse 2012 - 2012
thinkorswim Canada April 2007 - June 2009
Orc Software 2005 - 2007
actant 2004 - 2006
Timber Hill 1996 - 2004
Skills
Series 7, Series 24, Series 63, Options, Ruby, BMC Patrol, Risk Management, Hedge Funds, FX Options, Fixed Income, Capital Markets, Portfolio Management, Technical Analysis, Financial Modeling, FINRA, Trading, Financial Markets, Securities
Education
Illinois Institute of Technology 1992 — 1994
MS, Financial Markets and Trading
University of Illinois at Urbana-Champaign
BS
Code Academy
Daniel Hardcastle Daniel Hardcastle's Ameritrade Experience July 1999 - October 2004
Job Credentialing Specialist at Abeo
Industry Medical Practice
Experience
Abeo May 2011 - Present
SMD2 Enterprises, LLC October 2004 - Present
Ryder Transportation June 2009 - June 2010
TD Ameritrade November 2005 - August 2008
Ameritrade July 1999 - October 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Healthcare Management, Strategic Planning, Medical Terminology, Creative Writing, Technical Writing, Computer Hardware, Computer Repair, Computer Proficiency, Accounts Receivable, Medical Staff..., Customer Service..., Customer Service..., HTML, C++, A+ Certified, Medical Billing, Process Improvement
Education
Everest College-Fort Worth 2011 — 2012
Certified Professional Coder, Medical Insurance Coding Specialist/Coder
The University of Texas at Arlington 2001 — 2003
The University of Texas at Austin 1990 — 1994
Abeo May 2011 - Present
SMD2 Enterprises, LLC October 2004 - Present
Ryder Transportation June 2009 - June 2010
TD Ameritrade November 2005 - August 2008
Ameritrade July 1999 - October 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Healthcare Management, Strategic Planning, Medical Terminology, Creative Writing, Technical Writing, Computer Hardware, Computer Repair, Computer Proficiency, Accounts Receivable, Medical Staff..., Customer Service..., Customer Service..., HTML, C++, A+ Certified, Medical Billing, Process Improvement
Education
Everest College-Fort Worth 2011 — 2012
Certified Professional Coder, Medical Insurance Coding Specialist/Coder
The University of Texas at Arlington 2001 — 2003
The University of Texas at Austin 1990 — 1994
Shelley Cox (James)'s Ameritrade Experience April 1999 - January 2000
Job Highly Motivated Executive Assistant
Industry Executive Office
Experience
Nokia March 2007 - April 2009
Lennar December 2000 - February 2007
Square D Company September 1997 - November 2000
Ameritrade April 1999 - January 2000
Pro Staff February 1994 - August 1997
US Department of Defense January 1995 - January 1997
U.S. GAO September 1989 - January 1994
Bronco Bowl - Family Entertainment Center April 1986 - August 1989
Skills
Lotus Notes, Outlook, Access, Microsoft Word, Contract Negotiation, Microsoft Excel, Training, Budgets, Real Estate, PowerPoint, Accounting, Payroll, Management, Administrative..., Human Resources, Microsoft Office, Employee Relations, PeopleSoft, Marketing, Operations Management
Education
Tarleton State University 1985 — 1986
The University of Texas at Arlington 1984 — 1985
Nokia March 2007 - April 2009
Lennar December 2000 - February 2007
Square D Company September 1997 - November 2000
Ameritrade April 1999 - January 2000
Pro Staff February 1994 - August 1997
US Department of Defense January 1995 - January 1997
U.S. GAO September 1989 - January 1994
Bronco Bowl - Family Entertainment Center April 1986 - August 1989
Skills
Lotus Notes, Outlook, Access, Microsoft Word, Contract Negotiation, Microsoft Excel, Training, Budgets, Real Estate, PowerPoint, Accounting, Payroll, Management, Administrative..., Human Resources, Microsoft Office, Employee Relations, PeopleSoft, Marketing, Operations Management
Education
Tarleton State University 1985 — 1986
The University of Texas at Arlington 1984 — 1985
Carol (Ladd-Wright) Nye Carol (Ladd-Wright) Nye's Ameritrade Experience June 1999 - July 2000
Job SR QA Manager Testing Services and Application Services at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade July 2012 - Present
TD Ameritrade October 2008 - October 2012
TD Ameritrade January 2008 - September 2008
Ancillary Care Management June 2006 - January 2008
Conagra Foods November 2005 - June 2006
ConAgra Foods July 2000 - November 2005
Ameritrade June 1999 - July 2000
DMP June 1997 - June 1999
Werner Logistics June 1995 - June 1997
Skills
Quality Center, Microsoft SQL Server, HP Performance Center, Test Automation, QTP, Java, SDLC, Quality Assurance, Testing, Test Planning, Performance Testing, Regression Testing, System Testing, Test Cases, Oracle, Automation, User Acceptance Testing, Databases, Software Quality..., Agile Methodologies, Disaster Recovery, Process Improvement, Unix, Release Management, Waterfall, LoadRunner, Requirements Analysis, Integration, Software Development, Business Process, Test Strategy, Troubleshooting, ITIL, Test Management, Software Project..., Systems Analysis, Analysis, Visio, C#, Defect Tracking, Requirements Gathering, Enterprise Software, Manual Testing, Agile Project Management, Project Management, Scrum, JIRA, SQL, Software Documentation, SharePoint
Education
Bellevue University 2002 — 2004
Bachelor of Science (B.S.), Information Technology
TD Ameritrade July 2012 - Present
TD Ameritrade October 2008 - October 2012
TD Ameritrade January 2008 - September 2008
Ancillary Care Management June 2006 - January 2008
Conagra Foods November 2005 - June 2006
ConAgra Foods July 2000 - November 2005
Ameritrade June 1999 - July 2000
DMP June 1997 - June 1999
Werner Logistics June 1995 - June 1997
Skills
Quality Center, Microsoft SQL Server, HP Performance Center, Test Automation, QTP, Java, SDLC, Quality Assurance, Testing, Test Planning, Performance Testing, Regression Testing, System Testing, Test Cases, Oracle, Automation, User Acceptance Testing, Databases, Software Quality..., Agile Methodologies, Disaster Recovery, Process Improvement, Unix, Release Management, Waterfall, LoadRunner, Requirements Analysis, Integration, Software Development, Business Process, Test Strategy, Troubleshooting, ITIL, Test Management, Software Project..., Systems Analysis, Analysis, Visio, C#, Defect Tracking, Requirements Gathering, Enterprise Software, Manual Testing, Agile Project Management, Project Management, Scrum, JIRA, SQL, Software Documentation, SharePoint
Education
Bellevue University 2002 — 2004
Bachelor of Science (B.S.), Information Technology
Andrew Krempp Andrew Krempp's Ameritrade Experience 1999 - 2001
Job Director of Trust Services at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Indiana Furniture June 2006 - Present
Edward Jones April 2012 - December 2014
German American Bancorp August 2002 - April 2012
Ameritrade 1999 - 2001
Skills
Cross-functional Team..., Wealth Management, Trust Services, Estate Settlement, Trust Management, Wealth Transfer Planning, Charitable Trusts, Charitable Giving..., Estate Tax Planning, Private Foundations, Gift Tax, Corporate Trust, Endowments, Trusts, Comprehensive Wealth..., Compliance, High Net Worth..., Estate Planning, Real Estate, Wealth Management..., Strategic Financial..., Financial Planners, Investment Management, Wealth, Certified Financial..., Strategy, Loans, Asset Allocation, Investments, Securities, Mutual Funds, Portfolio Management, Financial Services, Estate Administration, Leadership, Team Leadership, Financial Planning, Financial Analysis
Education
Saint Louis University School of Law 2013 — 2017
Doctor of Law (JD)
University of Wisconsin-Madison 2009 — 2011
Graduate School of Banking
Cannon Financial Institute 2007 — 2010
Corporate Trust School
Cannon Financial Institute 2002 — 2003
Personal Trust School
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Finance, Investments
Wabash College 1995 — 1999
AB, Psychology, History
Edward Jones December 2014 - Present
Indiana Furniture June 2006 - Present
Edward Jones April 2012 - December 2014
German American Bancorp August 2002 - April 2012
Ameritrade 1999 - 2001
Skills
Cross-functional Team..., Wealth Management, Trust Services, Estate Settlement, Trust Management, Wealth Transfer Planning, Charitable Trusts, Charitable Giving..., Estate Tax Planning, Private Foundations, Gift Tax, Corporate Trust, Endowments, Trusts, Comprehensive Wealth..., Compliance, High Net Worth..., Estate Planning, Real Estate, Wealth Management..., Strategic Financial..., Financial Planners, Investment Management, Wealth, Certified Financial..., Strategy, Loans, Asset Allocation, Investments, Securities, Mutual Funds, Portfolio Management, Financial Services, Estate Administration, Leadership, Team Leadership, Financial Planning, Financial Analysis
Education
Saint Louis University School of Law 2013 — 2017
Doctor of Law (JD)
University of Wisconsin-Madison 2009 — 2011
Graduate School of Banking
Cannon Financial Institute 2007 — 2010
Corporate Trust School
Cannon Financial Institute 2002 — 2003
Personal Trust School
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Finance, Investments
Wabash College 1995 — 1999
AB, Psychology, History
Dominic Romeo Dominic Romeo's Ameritrade Experience May 2000 - September 2000
Job Technical Manager at Cosentry
Industry Information Technology and Services
Experience
Cosentry February 2014 - Present
CoSentry September 2011 - February 2014
CoSentry October 2005 - September 2011
CoSentry June 2003 - October 2005
CoSentry November 2001 - June 2003
MarketSource September 2000 - February 2002
Orillion May 2001 - September 2001
Ameritrade May 2000 - September 2000
Guarantee Life Insurance Company September 1999 - May 2000
Guarantee Life Insurance Company May 1997 - September 1999
Skills
VMware vCloud Director, VMware ESXi 5, VMware Infrastructure, Cisco UCS, Cisco Nexus, Cisco Routing &..., EMC VNX, Compellent, Linux System..., Windows System..., Solaris 8/9/10, Active Directory, Cisco ASA, VMware ESX, Cisco Technologies, VMware, VPN, Data Center, EMC Storage, Cisco Routers, Cisco ASR, BGP, OSPF, IPv4, IPv6, EMC VMAX, FortiGate, Cisco MDS, Cisco VSS, Disaster Recovery, Windows Server, Solaris, Troubleshooting, Switches, vCloud, ASA, Network Administration, Routers, Storage, Cloud Computing, Routing, HP, Operating Systems
Education
University of Nebraska at Omaha 1998 — 2003
Cosentry February 2014 - Present
CoSentry September 2011 - February 2014
CoSentry October 2005 - September 2011
CoSentry June 2003 - October 2005
CoSentry November 2001 - June 2003
MarketSource September 2000 - February 2002
Orillion May 2001 - September 2001
Ameritrade May 2000 - September 2000
Guarantee Life Insurance Company September 1999 - May 2000
Guarantee Life Insurance Company May 1997 - September 1999
Skills
VMware vCloud Director, VMware ESXi 5, VMware Infrastructure, Cisco UCS, Cisco Nexus, Cisco Routing &..., EMC VNX, Compellent, Linux System..., Windows System..., Solaris 8/9/10, Active Directory, Cisco ASA, VMware ESX, Cisco Technologies, VMware, VPN, Data Center, EMC Storage, Cisco Routers, Cisco ASR, BGP, OSPF, IPv4, IPv6, EMC VMAX, FortiGate, Cisco MDS, Cisco VSS, Disaster Recovery, Windows Server, Solaris, Troubleshooting, Switches, vCloud, ASA, Network Administration, Routers, Storage, Cloud Computing, Routing, HP, Operating Systems
Education
University of Nebraska at Omaha 1998 — 2003
Jim McQueeney Jim McQueeney's Ameritrade Experience March 2003 - July 2004
Job Director Market Data at Ned Davis Research, Inc.
Industry Information Technology and Services
Experience
Ned Davis Research, Inc. March 2012 - Present
Citco Technology Management July 2008 - February 2012
Citco Technology Management June 2004 - July 2008
Ameritrade March 2003 - July 2004
Datek January 2000 - February 2003
State Street Bank 1997 - 2000
SilverPlatter Information 1991 - 1997
Babson College 1987 - 1991
Skills
Unix, Market Data, SDLC, Project Management, Hedge Funds, Business Analysis, PMP, Integration, Trading, Management, Risk Management, Financial Services, Agile Methodologies, Equities, Enterprise Architecture, SQL, Fixed Income, Requirements Analysis, IT Strategy, Software Project..., Electronic Trading, Program Management, Derivatives, Financial Markets, IT Management, Software Development, Trading Systems
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1991
MBA, Investments, Information Systems, General Management
Worcester Polytechnic Institute 1981 — 1986
BSEE, Computer Engineering
Ned Davis Research, Inc. March 2012 - Present
Citco Technology Management July 2008 - February 2012
Citco Technology Management June 2004 - July 2008
Ameritrade March 2003 - July 2004
Datek January 2000 - February 2003
State Street Bank 1997 - 2000
SilverPlatter Information 1991 - 1997
Babson College 1987 - 1991
Skills
Unix, Market Data, SDLC, Project Management, Hedge Funds, Business Analysis, PMP, Integration, Trading, Management, Risk Management, Financial Services, Agile Methodologies, Equities, Enterprise Architecture, SQL, Fixed Income, Requirements Analysis, IT Strategy, Software Project..., Electronic Trading, Program Management, Derivatives, Financial Markets, IT Management, Software Development, Trading Systems
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1991
MBA, Investments, Information Systems, General Management
Worcester Polytechnic Institute 1981 — 1986
BSEE, Computer Engineering
Brent Wieck Brent Wieck's Ameritrade Experience 1997 - 2000
Job Internal Wholesaler at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha August 2012 - Present
TD Ameritrade December 2011 - August 2012
Continuum Financial - a member of the MassMutual Financial Group April 2008 - December 2011
Renaissance Financial September 2006 - April 2008
TD Ameritrade October 2000 - September 2006
Ameritrade 1997 - 2000
Skills
Insurance, Series 63, Retirement Planning, Investments, Series 7
Education
University of Nebraska at Omaha 2000 — 2004
MBA, Business Administration
University of Nebraska at Omaha 1992 — 1997
Bachelor, Psychology
University of Nebraska at Kearney
Mutual of Omaha August 2012 - Present
TD Ameritrade December 2011 - August 2012
Continuum Financial - a member of the MassMutual Financial Group April 2008 - December 2011
Renaissance Financial September 2006 - April 2008
TD Ameritrade October 2000 - September 2006
Ameritrade 1997 - 2000
Skills
Insurance, Series 63, Retirement Planning, Investments, Series 7
Education
University of Nebraska at Omaha 2000 — 2004
MBA, Business Administration
University of Nebraska at Omaha 1992 — 1997
Bachelor, Psychology
University of Nebraska at Kearney
Peter Miron's Ameritrade Experience 2002 - 2004
Job Director, Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2013 - Present
bitly April 2012 - July 2013
Knewton, Inc. May 2008 - April 2012
Vonage September 2004 - May 2008
Datek August 1999 - September 2004
Ameritrade 2002 - 2004
Deadline Solutions October 1997 - September 1999
Skills
Team Management, Python, Ruby, Java, Product Development, Telecommunications, Start-ups, Agile, System Design, Software Development, Application Development, Ruby on Rails, Product Management, Agile Methodologies, SaaS, Linux, SQL, CRM, CSS, MySQL, Architecture, Change Management, Software Engineering, Git, Web Applications, Cloud Computing, Leadership, User Experience, Mobile Applications, Software Project..., Mobile Devices, E-commerce, Amazon Web Services..., JavaScript, Agile Project Management, jQuery, Unix, Web Development, Software Design, Open Source, Scrum, Scalability, User Interface Design, Information Architecture, Architectures
Education
Syracuse University 1994 — 1998
BFA, Art History
Pershing, a BNY Mellon company July 2013 - Present
bitly April 2012 - July 2013
Knewton, Inc. May 2008 - April 2012
Vonage September 2004 - May 2008
Datek August 1999 - September 2004
Ameritrade 2002 - 2004
Deadline Solutions October 1997 - September 1999
Skills
Team Management, Python, Ruby, Java, Product Development, Telecommunications, Start-ups, Agile, System Design, Software Development, Application Development, Ruby on Rails, Product Management, Agile Methodologies, SaaS, Linux, SQL, CRM, CSS, MySQL, Architecture, Change Management, Software Engineering, Git, Web Applications, Cloud Computing, Leadership, User Experience, Mobile Applications, Software Project..., Mobile Devices, E-commerce, Amazon Web Services..., JavaScript, Agile Project Management, jQuery, Unix, Web Development, Software Design, Open Source, Scrum, Scalability, User Interface Design, Information Architecture, Architectures
Education
Syracuse University 1994 — 1998
BFA, Art History
Janelle Kistner Janelle Kistner's Ameritrade Experience February 1999 - May 2000
Job Senior Graphic Designer, NDSU
Industry Graphic Design
Experience
North Dakota State University August 2000 - Present
Ameritrade February 1999 - May 2000
Skills
Graphic Design, Web Design, Photography, Brand Development, Brochures
Education
Minnesota State University, Moorhead 1996 — 1998
North Dakota State University August 2000 - Present
Ameritrade February 1999 - May 2000
Skills
Graphic Design, Web Design, Photography, Brand Development, Brochures
Education
Minnesota State University, Moorhead 1996 — 1998
Teresa O'Grady's Ameritrade Experience February 1989 - June 1992
Job AVP, Senior Compliance Officer at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services March 2015 - Present
SMITH HAYES Financial Services July 2005 - February 2015
Kirkpatrick Pettis January 1999 - May 2005
Securities America June 1992 - January 1999
Ameritrade February 1989 - June 1992
Skills
Compliance, Investment Advisory, Financial Services, Asset Management, Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Securities, Series 24, Equities
Education
Northwest Missouri State University 1983 — 1986
Cathedral High School 1979 — 1983
SMITH HAYES Financial Services March 2015 - Present
SMITH HAYES Financial Services July 2005 - February 2015
Kirkpatrick Pettis January 1999 - May 2005
Securities America June 1992 - January 1999
Ameritrade February 1989 - June 1992
Skills
Compliance, Investment Advisory, Financial Services, Asset Management, Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Securities, Series 24, Equities
Education
Northwest Missouri State University 1983 — 1986
Cathedral High School 1979 — 1983
Mitch Grossman Mitch Grossman's Ameritrade Experience March 2004 - August 2004
Job Branding, Corporate Identity, Brand Development, Web , Concept Dev, Art Direction, Graphic design, UI, UX
Industry Graphic Design
Experience
GSTAR Studio, Design, Branding, Interactive, and Strategy January 2000 - Present
Ameritrade March 2004 - August 2004
InformationState March 2001 - May 2003
Agency.com 1999 - 2001
Interbrand 1995 - 1997
Skills
Creative Direction, Rapid Prototyping, Photography, Usability, Art Direction, Graphic Design, User Interface Design, User Experience, Interaction Design, Logo Design, Brand Development, Corporate Identity, User Interface, Branding, Advertising, Integrated Marketing, Concept Development, Web Design, Corporate Branding, Information Design, Mobile Design, Digital Strategy, Usability Engineering, Interactive Marketing, Information Architecture, Branding & Identity, Flash, Packaging, Brand Architecture, Interactive Advertising, Visual Communication, Creative Strategy, Experience Design, User Experience Design, Typography, Interactive Media, Visual Identity, User-centered Design, Graphics, Front-end, Brochures
Education
Pratt Institute 1992 — 1995
BFA, Design and Art Direction
GSTAR Studio, Design, Branding, Interactive, and Strategy January 2000 - Present
Ameritrade March 2004 - August 2004
InformationState March 2001 - May 2003
Agency.com 1999 - 2001
Interbrand 1995 - 1997
Skills
Creative Direction, Rapid Prototyping, Photography, Usability, Art Direction, Graphic Design, User Interface Design, User Experience, Interaction Design, Logo Design, Brand Development, Corporate Identity, User Interface, Branding, Advertising, Integrated Marketing, Concept Development, Web Design, Corporate Branding, Information Design, Mobile Design, Digital Strategy, Usability Engineering, Interactive Marketing, Information Architecture, Branding & Identity, Flash, Packaging, Brand Architecture, Interactive Advertising, Visual Communication, Creative Strategy, Experience Design, User Experience Design, Typography, Interactive Media, Visual Identity, User-centered Design, Graphics, Front-end, Brochures
Education
Pratt Institute 1992 — 1995
BFA, Design and Art Direction
Tom Alison Tom Alison's Ameritrade Experience April 2002 - July 2005
Job Director of Engineering at Facebook
Industry Internet
Experience
Facebook September 2013 - Present
Facebook July 2012 - September 2013
Facebook May 2011 - June 2012
Facebook July 2010 - May 2011
Zenbe September 2006 - June 2010
Two Sigma Investments December 2005 - September 2006
Pragma Financial Systems July 2005 - December 2005
Ameritrade April 2002 - July 2005
Datek Online Holdings Corp. September 1999 - April 2002
Hewson Group October 1996 - September 1999
Skills
Android Development, Growth Strategies, Early-stage Startups, Team Management, Trading Systems, Product Development, Java, PHP, Ruby on Rails, JavaScript, A/B testing, Mobile Technology, Performance Management, Technical Recruiting, Software Engineering, Engineering Management, Automated Trading, Email
Education
New York University 1996 — 1999
BA, Philosophy
Facebook September 2013 - Present
Facebook July 2012 - September 2013
Facebook May 2011 - June 2012
Facebook July 2010 - May 2011
Zenbe September 2006 - June 2010
Two Sigma Investments December 2005 - September 2006
Pragma Financial Systems July 2005 - December 2005
Ameritrade April 2002 - July 2005
Datek Online Holdings Corp. September 1999 - April 2002
Hewson Group October 1996 - September 1999
Skills
Android Development, Growth Strategies, Early-stage Startups, Team Management, Trading Systems, Product Development, Java, PHP, Ruby on Rails, JavaScript, A/B testing, Mobile Technology, Performance Management, Technical Recruiting, Software Engineering, Engineering Management, Automated Trading, Email
Education
New York University 1996 — 1999
BA, Philosophy
Bill Schoonmaker Bill Schoonmaker's Ameritrade Experience June 2001 - April 2003
Job
Industry Information Technology and Services
Experience
First Data Corporation August 2013 - Present
Scottrade August 2011 - August 2013
Scottrade March 2010 - August 2011
Computer Research, Inc. May 2009 - March 2010
TD Ameritrade October 2007 - May 2009
TD Ameritrade April 2004 - October 2007
Ameritrade June 2001 - April 2003
Ameritrade February 1999 - June 2001
Skills
Testing, Quality Assurance, Test Cases, SDLC, Software Quality..., Requirements Analysis, Test Planning, Integration, Unix, Business Requirements, Teamwork, Software Development, Agile Methodologies, System Testing, Quality Center, SQL, Visio, Databases, Program Management, Release Management, User Acceptance Testing, Systems Analysis, Software Project..., Business Analysis, Waterfall, Requirements Gathering, Test Automation, Defect Tracking, Regression Testing, Oracle, SharePoint, Software Documentation, Analysis, Manual Testing, Performance Testing, Test Management, Microsoft SQL Server, XML, WinRunner, PMP, Data Warehousing, DB2, Agile Testing, Integration Testing, SOA, Resource Management
Education
Bellevue University 1999 — 2000
BS, MIS
Metropolitan Community College 1997 — 1999
AAS, Networking Technologies
First Data Corporation August 2013 - Present
Scottrade August 2011 - August 2013
Scottrade March 2010 - August 2011
Computer Research, Inc. May 2009 - March 2010
TD Ameritrade October 2007 - May 2009
TD Ameritrade April 2004 - October 2007
Ameritrade June 2001 - April 2003
Ameritrade February 1999 - June 2001
Skills
Testing, Quality Assurance, Test Cases, SDLC, Software Quality..., Requirements Analysis, Test Planning, Integration, Unix, Business Requirements, Teamwork, Software Development, Agile Methodologies, System Testing, Quality Center, SQL, Visio, Databases, Program Management, Release Management, User Acceptance Testing, Systems Analysis, Software Project..., Business Analysis, Waterfall, Requirements Gathering, Test Automation, Defect Tracking, Regression Testing, Oracle, SharePoint, Software Documentation, Analysis, Manual Testing, Performance Testing, Test Management, Microsoft SQL Server, XML, WinRunner, PMP, Data Warehousing, DB2, Agile Testing, Integration Testing, SOA, Resource Management
Education
Bellevue University 1999 — 2000
BS, MIS
Metropolitan Community College 1997 — 1999
AAS, Networking Technologies
Jayte Burns's Ameritrade Experience 1998 - 1998
Job Sales & Retention Manager at Cox Communications
Industry Telecommunications
Experience
Cox Communications October 2009 - Present
Cox Communications March 2008 - October 2009
DTN December 2000 - March 2008
Cheapfares.com February 2000 - December 2000
Owen Industries Inc (PVSteel) November 1998 - February 2000
Ameritrade 1998 - 1998
Skills
Sales Management, Sales Coaching, Retention Strategies, Retention Management, Small Business Online..., Project Management, eCommunications, Product Management, Product Development, Product Lifecycle..., Product Marketing, Sales Hiring, Web Design, Web Analytics, Site Optimisation, Quality Assurance, Telecommunications, Online Travel, Technical Hiring, Customer Service..., SEO copywriting, Web Project Management, Website Development, Program Implementation, Process Management, Business Coaching, Customer Retention, Sales, Solution Selling, Leadership, VoIP, Telephony, Direct Sales, Management, Strategy, Call Centers, Broadband, Strategic Partnerships, Team Building, CRM, Advertising, Marketing, Lead Generation, Strategic Planning, Sales Process, Direct Marketing, B2B, Managed Services, Sales Operations, Unified Communications
Education
University of Nebraska at Omaha 1993 — 1998
BSBA, Marketing & Management Information Systems
Westside 1989 — 1993
Cox Communications October 2009 - Present
Cox Communications March 2008 - October 2009
DTN December 2000 - March 2008
Cheapfares.com February 2000 - December 2000
Owen Industries Inc (PVSteel) November 1998 - February 2000
Ameritrade 1998 - 1998
Skills
Sales Management, Sales Coaching, Retention Strategies, Retention Management, Small Business Online..., Project Management, eCommunications, Product Management, Product Development, Product Lifecycle..., Product Marketing, Sales Hiring, Web Design, Web Analytics, Site Optimisation, Quality Assurance, Telecommunications, Online Travel, Technical Hiring, Customer Service..., SEO copywriting, Web Project Management, Website Development, Program Implementation, Process Management, Business Coaching, Customer Retention, Sales, Solution Selling, Leadership, VoIP, Telephony, Direct Sales, Management, Strategy, Call Centers, Broadband, Strategic Partnerships, Team Building, CRM, Advertising, Marketing, Lead Generation, Strategic Planning, Sales Process, Direct Marketing, B2B, Managed Services, Sales Operations, Unified Communications
Education
University of Nebraska at Omaha 1993 — 1998
BSBA, Marketing & Management Information Systems
Westside 1989 — 1993
Tyson Finley Tyson Finley's Ameritrade Experience March 2000 - April 2001
Job Real Estate Appraiser
Industry Real Estate
Experience
Finley Appraisals January 2007 - Present
Assent LLC March 2006 - April 2008
Hertel & Company Real Estate May 2003 - February 2007
Generic Trading of Philadephia November 2003 - February 2006
Worldco, LLC October 2001 - October 2003
Ameritrade March 2000 - April 2001
Skills
Valuation, Investment Properties, REO, Feasibility Studies, Real Estate, Contract Negotiation, Residential Homes, First Time Home Buyers, Construction Management, Contract Management, Financial Analysis, Refinance, Microsoft Excel, Microsoft Office, Budgets, Customer Service, Management, Construction, Single Family Homes, Short Sales, Foreclosures, Relocation, Buyer Representation, FHA
Education
Texas Christian University 1993 — 1998
Bachelor of Arts, Economics, Business, Japanese
Finley Appraisals January 2007 - Present
Assent LLC March 2006 - April 2008
Hertel & Company Real Estate May 2003 - February 2007
Generic Trading of Philadephia November 2003 - February 2006
Worldco, LLC October 2001 - October 2003
Ameritrade March 2000 - April 2001
Skills
Valuation, Investment Properties, REO, Feasibility Studies, Real Estate, Contract Negotiation, Residential Homes, First Time Home Buyers, Construction Management, Contract Management, Financial Analysis, Refinance, Microsoft Excel, Microsoft Office, Budgets, Customer Service, Management, Construction, Single Family Homes, Short Sales, Foreclosures, Relocation, Buyer Representation, FHA
Education
Texas Christian University 1993 — 1998
Bachelor of Arts, Economics, Business, Japanese
Curt Krueger's Ameritrade Experience April 1992 - June 2008
Job Wealth Advisor at Silverleaf Wealth Management
Industry Financial Services
Experience
Silverleaf Wealth Management April 2015 - Present
Silver Lining Properties LLC November 2010 - May 2015
TD AMERITRADE August 2005 - June 2008
Ameritrade April 1992 - June 2008
Silver Lining Holdings, L.L.C. September 2005 - May 2006
Accutrade Inc. November 2003 - August 2005
Accutrade Inc. April 1992 - April 2002
Skills
Loans, Strategic Planning, Project Management, Risk Management, Insurance, Operations Management, Business Development, Account Management, Sales Management, New Business Development, Contract Negotiation, Analysis, Leadership, Management Consulting, Cross-functional Team..., Mergers & Acquisitions, CRM, Product Management, Organizational..., Recruiting, Entrepreneurship, Call Centers, Customer Service, Project Planning, Executive Management, Strategy
Education
Bellevue University 2003 — 2009
MBA
University of Nebraska at Kearney 1987 — 2001
Business
Roncalli 1985 — 1987
Holy Name 1983 — 1984
Boji Golf
St Philip Neri
Silverleaf Wealth Management April 2015 - Present
Silver Lining Properties LLC November 2010 - May 2015
TD AMERITRADE August 2005 - June 2008
Ameritrade April 1992 - June 2008
Silver Lining Holdings, L.L.C. September 2005 - May 2006
Accutrade Inc. November 2003 - August 2005
Accutrade Inc. April 1992 - April 2002
Skills
Loans, Strategic Planning, Project Management, Risk Management, Insurance, Operations Management, Business Development, Account Management, Sales Management, New Business Development, Contract Negotiation, Analysis, Leadership, Management Consulting, Cross-functional Team..., Mergers & Acquisitions, CRM, Product Management, Organizational..., Recruiting, Entrepreneurship, Call Centers, Customer Service, Project Planning, Executive Management, Strategy
Education
Bellevue University 2003 — 2009
MBA
University of Nebraska at Kearney 1987 — 2001
Business
Roncalli 1985 — 1987
Holy Name 1983 — 1984
Boji Golf
St Philip Neri
Danny Gornell's Ameritrade Experience January 2002 - 2004
Job Architect at ACI Worldwide
Industry Financial Services
Experience
ACI Worldwide July 2012 - Present
Zirous March 2011 - March 2012
Contract Staffing Specialists March 2011 - September 2011
Woodmen of the World January 2008 - February 2011
TD Ameritrade June 2004 - June 2007
Ameritrade January 2002 - 2004
Ameritrade January 2001 - December 2001
Ameritrade June 1999 - October 2000
Ameritrade June 1999 - January 2000
Ameritrade January 1998 - June 1999
Skills
Enterprise Architecture, IT Strategy, Integration, SOA, Business Intelligence, Business Analysis, Enterprise Software, SDLC, Program Management, Project Management, Management, Requirements Analysis, Information Technology, Application Architecture, Governance, Architecture, Leadership, Software Project..., Strategy, Consulting, IT Management, Vendor Management, Software Development, Architectures, Analysis, Unix, Cloud Computing, Disaster Recovery, Solution Architecture, Visio, Process Improvement, Requirements Gathering, SaaS, Coaching, Soccer, Project Portfolio..., Business Process, Business Management, ISO20022
Education
Bellevue University 2002 — 2004
BS
University of New Hampshire 1997 — 1999
BS
ACI Worldwide July 2012 - Present
Zirous March 2011 - March 2012
Contract Staffing Specialists March 2011 - September 2011
Woodmen of the World January 2008 - February 2011
TD Ameritrade June 2004 - June 2007
Ameritrade January 2002 - 2004
Ameritrade January 2001 - December 2001
Ameritrade June 1999 - October 2000
Ameritrade June 1999 - January 2000
Ameritrade January 1998 - June 1999
Skills
Enterprise Architecture, IT Strategy, Integration, SOA, Business Intelligence, Business Analysis, Enterprise Software, SDLC, Program Management, Project Management, Management, Requirements Analysis, Information Technology, Application Architecture, Governance, Architecture, Leadership, Software Project..., Strategy, Consulting, IT Management, Vendor Management, Software Development, Architectures, Analysis, Unix, Cloud Computing, Disaster Recovery, Solution Architecture, Visio, Process Improvement, Requirements Gathering, SaaS, Coaching, Soccer, Project Portfolio..., Business Process, Business Management, ISO20022
Education
Bellevue University 2002 — 2004
BS
University of New Hampshire 1997 — 1999
BS
Shelley Cudly's Ameritrade Experience October 2000 - October 2006
Job Director, Business Solutions at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group March 2013 - January 2014
Gavilon Group, LLC March 2010 - March 2013
FirstComp Insurance March 2009 - March 2010
TD Ameritrade October 2006 - January 2009
Ameritrade October 2000 - October 2006
Compaq 1999 - 2000
Inacom 1997 - 1999
Skills
Business Analysis, Facilitation, Software Project..., Requirements Analysis, Project Management, Workshop Facilitation, Process Improvement, Facilitators, Quality Assurance, SDLC, Testing, Requirements Gathering, Leadership, Software Documentation, Analysis, Enterprise Architecture, Visio, Program Management, Software Development, Change Management, Business Intelligence, User Acceptance Testing, Management, Training
Education
Fordham University 1991 — 1993
Medieval History
Teachers College of Columbia University 1990 — 1991
MA, Student Personnel Administration
Dana College 1986 — 1990
BA, International Studies
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group March 2013 - January 2014
Gavilon Group, LLC March 2010 - March 2013
FirstComp Insurance March 2009 - March 2010
TD Ameritrade October 2006 - January 2009
Ameritrade October 2000 - October 2006
Compaq 1999 - 2000
Inacom 1997 - 1999
Skills
Business Analysis, Facilitation, Software Project..., Requirements Analysis, Project Management, Workshop Facilitation, Process Improvement, Facilitators, Quality Assurance, SDLC, Testing, Requirements Gathering, Leadership, Software Documentation, Analysis, Enterprise Architecture, Visio, Program Management, Software Development, Change Management, Business Intelligence, User Acceptance Testing, Management, Training
Education
Fordham University 1991 — 1993
Medieval History
Teachers College of Columbia University 1990 — 1991
MA, Student Personnel Administration
Dana College 1986 — 1990
BA, International Studies
Lee Reoh's Ameritrade Experience 1999 - 2001
Job Sr. IT Project Manager
Industry Information Technology and Services
Experience
CSG International May 2012 - Present
CSG Systems December 2006 - May 2012
Vertrue July 2001 - December 2006
Wells Fargo 2003 - 2003
Ameritrade 1999 - 2001
Ameritrade 1999 - 2001
The Minikahda Club 1997 - 1999
Proformance Research Organization 1997 - 1998
Dakota Dunes 1996 - 1996
Dakota Dunes 1996 - 1996
Education
University of Nebraska at Omaha 2002 — 2004
B.S., Finance - Business Finance
University of Nebraska at Omaha 2002 — 2004
B.S., Finance - Financial Markets and Banking
Iowa State University - College of Business 1993 — 1997
B.S., Operations Management
CSG International May 2012 - Present
CSG Systems December 2006 - May 2012
Vertrue July 2001 - December 2006
Wells Fargo 2003 - 2003
Ameritrade 1999 - 2001
Ameritrade 1999 - 2001
The Minikahda Club 1997 - 1999
Proformance Research Organization 1997 - 1998
Dakota Dunes 1996 - 1996
Dakota Dunes 1996 - 1996
Education
University of Nebraska at Omaha 2002 — 2004
B.S., Finance - Business Finance
University of Nebraska at Omaha 2002 — 2004
B.S., Finance - Financial Markets and Banking
Iowa State University - College of Business 1993 — 1997
B.S., Operations Management
Price Rivers's Ameritrade Experience September 2000 - June 2002
Job Finance Professional Seeking Employment
Industry Financial Services
Experience
Self August 2007 - Present
Orizon Investment Counsel November 2006 - August 2007
Ameritas Investment Corp August 2003 - October 2006
Legent Clearing June 2002 - July 2003
Ameritrade September 2000 - June 2002
Ameritrade November 1998 - June 2002
Skills
Investments, Series 7, Financial Services, Risk Management, Mutual Funds, Financial Analysis, Management, Equities, Securities, Strategic Planning, FINRA, Trading, Fixed Income, Mergers & Acquisitions, Leadership, Options, Wealth Management
Education
University of Nebraska-Lincoln 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), Government
Self August 2007 - Present
Orizon Investment Counsel November 2006 - August 2007
Ameritas Investment Corp August 2003 - October 2006
Legent Clearing June 2002 - July 2003
Ameritrade September 2000 - June 2002
Ameritrade November 1998 - June 2002
Skills
Investments, Series 7, Financial Services, Risk Management, Mutual Funds, Financial Analysis, Management, Equities, Securities, Strategic Planning, FINRA, Trading, Fixed Income, Mergers & Acquisitions, Leadership, Options, Wealth Management
Education
University of Nebraska-Lincoln 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), Government
Lisa (Scarborough) Graczyk's Ameritrade Experience May 2004 - May 2005
Job SVP, Head of CTS Control, Process & Technology Solutions at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2012 - Present
Wells Fargo Bank May 2005 - October 2012
Ameritrade May 2004 - May 2005
T. Rowe Price 1999 - 2004
Ryland Mortgage Company/Norwest Bank July 1993 - July 1998
Skills
SDLC, Vendor Management, Risk Management, Business Analysis, Process Improvement, Portfolio Management, Financial Services, Program Management, PMP, Visio, Requirements Analysis, IT Strategy, Requirements Gathering, PMO, Analysis, Banking, Project Portfolio..., Business Process...
Education
The Johns Hopkins University 1998 — 2000
MBA, Technology Management
James Madison University 1984 — 1988
B.S., Computer Information Systems, Econ, French
Wells Fargo October 2012 - Present
Wells Fargo Bank May 2005 - October 2012
Ameritrade May 2004 - May 2005
T. Rowe Price 1999 - 2004
Ryland Mortgage Company/Norwest Bank July 1993 - July 1998
Skills
SDLC, Vendor Management, Risk Management, Business Analysis, Process Improvement, Portfolio Management, Financial Services, Program Management, PMP, Visio, Requirements Analysis, IT Strategy, Requirements Gathering, PMO, Analysis, Banking, Project Portfolio..., Business Process...
Education
The Johns Hopkins University 1998 — 2000
MBA, Technology Management
James Madison University 1984 — 1988
B.S., Computer Information Systems, Econ, French
Sean Gard's Ameritrade Experience 1998 - 2000
Job Legislative Director & Counsel at Congresswoman Gwen Moore
Industry Government Relations
Experience
Congresswoman Gwen Moore February 2012 - Present
National Association of Bond Lawyers August 2005 - February 2012
Rep. Richard Gephardt 2003 - 2004
Jim Humphreys for Congress 2001 - 2002
Ameritrade 1998 - 2000
Skills
Legislation, Legislative Relations, Congress, Lobbying, Legal Research, Politics, Community Outreach, Grassroots Organizing, Coalitions, Legal Writing, Public Policy, Legislative Research, Policy Analysis, Political Campaigns, Governmental Affairs, Securities Regulation, Public Finance, Policy, Congressional Affairs, Political Consulting, Legislative Affairs, Political Communication, Public Speaking, Constituent Services
Education
University of Nebraska-Lincoln 1993 — 1996
Central High School
Central High School
Central High School
The Catholic University of America, Columbus School of Law
Congresswoman Gwen Moore February 2012 - Present
National Association of Bond Lawyers August 2005 - February 2012
Rep. Richard Gephardt 2003 - 2004
Jim Humphreys for Congress 2001 - 2002
Ameritrade 1998 - 2000
Skills
Legislation, Legislative Relations, Congress, Lobbying, Legal Research, Politics, Community Outreach, Grassroots Organizing, Coalitions, Legal Writing, Public Policy, Legislative Research, Policy Analysis, Political Campaigns, Governmental Affairs, Securities Regulation, Public Finance, Policy, Congressional Affairs, Political Consulting, Legislative Affairs, Political Communication, Public Speaking, Constituent Services
Education
University of Nebraska-Lincoln 1993 — 1996
Central High School
Central High School
Central High School
The Catholic University of America, Columbus School of Law
Jeff Harpster's Ameritrade Experience 1999 - 2001
Job Senior Advisory User Experience Engineer at Minitab
Industry Computer Software
Experience
Minitab January 2013 - Present
Minitab December 2004 - January 2013
Useful Systems 2001 - 2005
Ameritrade 1999 - 2001
BancTec 1998 - 2000
Harris Corporation 1984 - 1991
Skills
Agile, Product Management, Statistics, Six Sigma, User Experience, Minitab, Usability Testing, DMAIC, User-centered Design, Agile Methodologies, Information Architecture, Usability Engineering, Heuristic Evaluation, Contextual Inquiry, Task Analysis, WPF, Scrum, User Scenarios, Wireframes, Card Sorting, User Research, Taxonomy, Human Factors, User Experience Design, Human Computer..., User Interface, Rapid Prototyping, Content Management, Information Design, Usability, Management, Cross-functional Team..., Process Improvement, Program Management, Testing
Education
The Catholic University of America 1988 — 1991
Ph.D., Applied-Experimental Psychology
Penn State University 1982 — 1984
MS, Industrial Engineering
Penn State University 1978 — 1982
BS, Industrial Engineering
Minitab January 2013 - Present
Minitab December 2004 - January 2013
Useful Systems 2001 - 2005
Ameritrade 1999 - 2001
BancTec 1998 - 2000
Harris Corporation 1984 - 1991
Skills
Agile, Product Management, Statistics, Six Sigma, User Experience, Minitab, Usability Testing, DMAIC, User-centered Design, Agile Methodologies, Information Architecture, Usability Engineering, Heuristic Evaluation, Contextual Inquiry, Task Analysis, WPF, Scrum, User Scenarios, Wireframes, Card Sorting, User Research, Taxonomy, Human Factors, User Experience Design, Human Computer..., User Interface, Rapid Prototyping, Content Management, Information Design, Usability, Management, Cross-functional Team..., Process Improvement, Program Management, Testing
Education
The Catholic University of America 1988 — 1991
Ph.D., Applied-Experimental Psychology
Penn State University 1982 — 1984
MS, Industrial Engineering
Penn State University 1978 — 1982
BS, Industrial Engineering
Daniel Honda's Ameritrade Experience October 1999 - May 2001
Job Finance/Operations Associate at Havenwood Capital, LLC
Industry Investment Management
Experience
Havenwood Capital, LLC October 2013 - Present
RFCM, LLC March 2012 - September 2013
Borders Group, Inc. December 2009 - September 2011
Ameriprise Bank, FSB November 2006 - February 2009
Ameriprise Financial July 2005 - November 2006
American Express May 2001 - July 2005
Ameritrade October 1999 - May 2001
Prudential Financial March 1998 - October 1999
Prudential Financial September 1996 - March 1998
Skills
Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Risk Management, Microsoft Excel, Microsoft Word, Microsoft Power Point, QuickBooks, Word Processing (50 WPM), Financial Services
Education
Rutgers University-New Brunswick 1991 — 1993
Journalism and Economics, Journalism and Economics
Havenwood Capital, LLC October 2013 - Present
RFCM, LLC March 2012 - September 2013
Borders Group, Inc. December 2009 - September 2011
Ameriprise Bank, FSB November 2006 - February 2009
Ameriprise Financial July 2005 - November 2006
American Express May 2001 - July 2005
Ameritrade October 1999 - May 2001
Prudential Financial March 1998 - October 1999
Prudential Financial September 1996 - March 1998
Skills
Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Risk Management, Microsoft Excel, Microsoft Word, Microsoft Power Point, QuickBooks, Word Processing (50 WPM), Financial Services
Education
Rutgers University-New Brunswick 1991 — 1993
Journalism and Economics, Journalism and Economics
Kathy Kwarcinski's Ameritrade Experience 1999 - 2001
Job Senior Office Coordinator, Nuclear Pharmacy
Industry Hospital & Health Care
Experience
Cardinal Health Nuclear Pharmacy May 2004 - Present
Ameritrade 1999 - 2001
Skills
Microsoft Excel, PeopleSoft, Microsoft Office, Project Management, Process Improvement, Process Scheduler, Microsoft Word, Leadership, Epic Systems, Training, Healthcare Information..., Healthcare Management, File Management, Account Management, Employee Relations, Software Documentation, Data Entry, Healthcare, Access, Clinical Research, Quality Assurance, Customer Service, Medical Devices, cGMP practices, Management
Education
Bellevue University 1996 — 1997
Bachelor's Degree, Business Administration and Management, General
Cardinal Health Nuclear Pharmacy May 2004 - Present
Ameritrade 1999 - 2001
Skills
Microsoft Excel, PeopleSoft, Microsoft Office, Project Management, Process Improvement, Process Scheduler, Microsoft Word, Leadership, Epic Systems, Training, Healthcare Information..., Healthcare Management, File Management, Account Management, Employee Relations, Software Documentation, Data Entry, Healthcare, Access, Clinical Research, Quality Assurance, Customer Service, Medical Devices, cGMP practices, Management
Education
Bellevue University 1996 — 1997
Bachelor's Degree, Business Administration and Management, General
Ryan Bruning's Ameritrade Experience 1998 - 2002
Job Experienced Trading and Prime Brokerage Professional
Industry Financial Services
Experience
BNP Paribas September 2008 - December 2012
Alaris Trading November 2007 - September 2008
Bank of America Securities July 2004 - November 2007
RushTrade Securities March 2003 - June 2004
Ameritrade 1998 - 2002
Skills
Electronic Trading, Prime Brokerage, Hedge Funds, Portfolio Management, Order Management, Equities, Series 3, Series 4, Series 7, Series 24, Series 55, Series 63, Derivatives, Fixed Income, Equity Derivatives, Trading System, FINRA, Options, Trading Systems, Equity Trading, Financial Markets
Education
Iowa State University 1991 — 1995
Finance
Treynor High
BNP Paribas September 2008 - December 2012
Alaris Trading November 2007 - September 2008
Bank of America Securities July 2004 - November 2007
RushTrade Securities March 2003 - June 2004
Ameritrade 1998 - 2002
Skills
Electronic Trading, Prime Brokerage, Hedge Funds, Portfolio Management, Order Management, Equities, Series 3, Series 4, Series 7, Series 24, Series 55, Series 63, Derivatives, Fixed Income, Equity Derivatives, Trading System, FINRA, Options, Trading Systems, Equity Trading, Financial Markets
Education
Iowa State University 1991 — 1995
Finance
Treynor High
Dennis Hooks's Ameritrade Experience 2001 - 2002
Job President: Compendium Finance
Industry Financial Services
Experience
Compendium Finance July 2013 - Present
Equifax October 2012 - July 2013
IXI Services, a division of Equifax July 2011 - October 2012
IXI Services, a division of Equifax July 2006 - June 2011
Anybill Financial Services May 2002 - June 2006
Ameritrade 2001 - 2002
Financial Passport Inc. (acquired by Ameritrade) 1999 - 2001
First American National Bank (now Regions Bank) December 1992 - December 1994
First Tennessee Bank June 1987 - November 1992
First Union/Wachovia 1986 - 1992
Skills
B2B Marketing, Strategic Partnerships, Management, Negotiation, Lead Generation, Analytics, Direct Marketing, SaaS, Customer Engagement, Start-ups, Customer Acquisition, Marketing Strategy, Strategic Planning, New Business Development, Professional Services, Mobile Technology, Knowledge Management, Process Improvement, International Business..., Demand Generation, Direct Mail, Market Research, Executive Management, Enterprise Software, Marketing, Sales, P&L Management, Business Strategy, Leadership, Banking, Sales Process, Strategy, Financial Services, CRM, Integrated Marketing, Segmentation
Education
Wake Forest University School of Business 1979 — 1981
MBA, Finance and Marketing
Appalachian State University
Bachelor of Science (BS), Marketing/Marketing Management, General
Compendium Finance July 2013 - Present
Equifax October 2012 - July 2013
IXI Services, a division of Equifax July 2011 - October 2012
IXI Services, a division of Equifax July 2006 - June 2011
Anybill Financial Services May 2002 - June 2006
Ameritrade 2001 - 2002
Financial Passport Inc. (acquired by Ameritrade) 1999 - 2001
First American National Bank (now Regions Bank) December 1992 - December 1994
First Tennessee Bank June 1987 - November 1992
First Union/Wachovia 1986 - 1992
Skills
B2B Marketing, Strategic Partnerships, Management, Negotiation, Lead Generation, Analytics, Direct Marketing, SaaS, Customer Engagement, Start-ups, Customer Acquisition, Marketing Strategy, Strategic Planning, New Business Development, Professional Services, Mobile Technology, Knowledge Management, Process Improvement, International Business..., Demand Generation, Direct Mail, Market Research, Executive Management, Enterprise Software, Marketing, Sales, P&L Management, Business Strategy, Leadership, Banking, Sales Process, Strategy, Financial Services, CRM, Integrated Marketing, Segmentation
Education
Wake Forest University School of Business 1979 — 1981
MBA, Finance and Marketing
Appalachian State University
Bachelor of Science (BS), Marketing/Marketing Management, General
Jason McCalla's Ameritrade Experience 2003 - 2004
Job Dedicated Customer Engineer and Internet Professional
Industry Internet
Experience
Ameritrade 2003 - 2004
NTT/Verio 1998 - 2002
NTT/Verio September 2000 - December 2000
NTT/Verio April 2000 - September 2000
Verio January 2000 - April 2000
Verio July 1999 - January 2000
Verio April 1999 - July 1999
Verio November 1998 - April 1999
University of Texas at Dallas September 1997 - May 1998
Skills
Routing, Linux, Telecommunications, IP, Cloud Computing, Project Management, Testing, Management, Unix
Education
Southern Methodist University 2004 — 2005
School of Engineering and Applied Sciences - CCSP certification training
The University of Texas at Dallas 1993 — 1996
B.S., Economics and Finance
Ameritrade 2003 - 2004
NTT/Verio 1998 - 2002
NTT/Verio September 2000 - December 2000
NTT/Verio April 2000 - September 2000
Verio January 2000 - April 2000
Verio July 1999 - January 2000
Verio April 1999 - July 1999
Verio November 1998 - April 1999
University of Texas at Dallas September 1997 - May 1998
Skills
Routing, Linux, Telecommunications, IP, Cloud Computing, Project Management, Testing, Management, Unix
Education
Southern Methodist University 2004 — 2005
School of Engineering and Applied Sciences - CCSP certification training
The University of Texas at Dallas 1993 — 1996
B.S., Economics and Finance
Annette Jordan's Ameritrade Experience April 2002 - December 2004
Job Interest Areas: Employee motivation/engagement/wellbeing, Organizational change/development, career Development
Industry Military
Experience
Department of Defense June 2007 - Present
Ameritrade April 2002 - December 2004
TD Ameritrade 2000 - 2003
Internet Security Systems 2001 - 2002
USSTRATCOM 1995 - 1999
USAF 1990 - 1995
IBM Global Services 1987 - 1990
USAF 1985 - 1987
USAF 1983 - 1985
Education
Capella University 2009 — 2014
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Capella University 2005 — 2008
MS, Industrial/Organizational Psychology
University of Colorado Boulder 1993 — 1997
MS, Telecommunications
University of Northern Colorado 1978 — 1982
BS, Computer Science
Department of Defense June 2007 - Present
Ameritrade April 2002 - December 2004
TD Ameritrade 2000 - 2003
Internet Security Systems 2001 - 2002
USSTRATCOM 1995 - 1999
USAF 1990 - 1995
IBM Global Services 1987 - 1990
USAF 1985 - 1987
USAF 1983 - 1985
Education
Capella University 2009 — 2014
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Capella University 2005 — 2008
MS, Industrial/Organizational Psychology
University of Colorado Boulder 1993 — 1997
MS, Telecommunications
University of Northern Colorado 1978 — 1982
BS, Computer Science
Chris Sabo's Ameritrade Experience March 2005 - November 2005
Job Risk Management Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2008 - Present
TD Ameritrade July 2008 - October 2008
TD Ameritrade July 2007 - July 2008
TD Ameritrade November 2005 - July 2007
Ameritrade March 2005 - November 2005
Ameritrade November 2004 - March 2005
Ameritrade September 2002 - November 2004
Datek March 2000 - September 2002
Skills
Series 7, Series 63, Series 24, Series 4, Investment Advisers Act, FINRA, Risk Management, Uniform Combined State..., Securities, Mutual Funds, Equities, Options, Trading, Microsoft Office
Education
Kean University 1992 — 1999
BA, Earth Science
Brookdale Community College 1987 — 1990
AA, Science
Marlboro HS 1983 — 1987
TD Ameritrade November 2008 - Present
TD Ameritrade July 2008 - October 2008
TD Ameritrade July 2007 - July 2008
TD Ameritrade November 2005 - July 2007
Ameritrade March 2005 - November 2005
Ameritrade November 2004 - March 2005
Ameritrade September 2002 - November 2004
Datek March 2000 - September 2002
Skills
Series 7, Series 63, Series 24, Series 4, Investment Advisers Act, FINRA, Risk Management, Uniform Combined State..., Securities, Mutual Funds, Equities, Options, Trading, Microsoft Office
Education
Kean University 1992 — 1999
BA, Earth Science
Brookdale Community College 1987 — 1990
AA, Science
Marlboro HS 1983 — 1987
dimitri beylis's Ameritrade Experience 1999 - 2007
Job VP at td ameritrade
Industry Information Technology and Services
Experience
td ameritrade Server OperationsTD Waterhouse1999 - 2007
Ameritrade 1999 - 2007
Education
Binghamton University 1992 — 1996
td ameritrade Server OperationsTD Waterhouse1999 - 2007
Ameritrade 1999 - 2007
Education
Binghamton University 1992 — 1996
Jerry Quintana's Ameritrade Experience 2000 - 2001
Job Scrum Master
Industry Information Technology and Services
Experience
American Title, Inc. 2015 - Present
Blue Cross and Blue Shield of Nebraska December 2012 - June 2015
Modis August 2012 - December 2012
Modis April 2011 - August 2012
LeaseTeam, Inc. September 2009 - April 2011
ProKarma March 2009 - September 2009
Farm Credit Services of America 2007 - 2009
Election Systems and Software 2006 - 2007
ConAgra Foods 2001 - 2006
Ameritrade 2000 - 2001
Skills
Agile Methodologies, Agile Project Management, SDLC, Scrum, Requirements Analysis, Change Management, Visual Studio, Process Improvement, Software Project..., Business Analysis, Project Management, Business Intelligence, Requirements Gathering, User Acceptance Testing, TFS
Education
Bellevue University 1998 — 2000
BS, MIS
American Title, Inc. 2015 - Present
Blue Cross and Blue Shield of Nebraska December 2012 - June 2015
Modis August 2012 - December 2012
Modis April 2011 - August 2012
LeaseTeam, Inc. September 2009 - April 2011
ProKarma March 2009 - September 2009
Farm Credit Services of America 2007 - 2009
Election Systems and Software 2006 - 2007
ConAgra Foods 2001 - 2006
Ameritrade 2000 - 2001
Skills
Agile Methodologies, Agile Project Management, SDLC, Scrum, Requirements Analysis, Change Management, Visual Studio, Process Improvement, Software Project..., Business Analysis, Project Management, Business Intelligence, Requirements Gathering, User Acceptance Testing, TFS
Education
Bellevue University 1998 — 2000
BS, MIS
Ryan McElderry's Ameritrade Experience July 1999 - August 2001
Job Engagement Director at Mainline Information Systems
Industry Computer Software
Experience
Mainline Information Systems August 2015 - Present
Ascendant Technology June 2011 - July 2015
Morgan Stanley Smith Barney August 2001 - June 2011
Ameritrade July 1999 - August 2001
integrated health services 1997 - 1999
Skills
Software Project..., PMO, SDLC, Business Analysis, Vendor Management, Requirements Gathering, Disaster Recovery, Project Management, Integration, Financial Services, Program Management, Enterprise Architecture, IT Strategy, Risk Management, Project Portfolio..., Requirements Analysis, Java Enterprise Edition, Agile Project Management, PMP, SQL, Unix, Software Development, Agile Methodologies, Solution Architecture, Business Process
Education
Loyola University Maryland 1993 — 1997
BA, MIS
Stevens Institute of Technology
MSIS
Mainline Information Systems August 2015 - Present
Ascendant Technology June 2011 - July 2015
Morgan Stanley Smith Barney August 2001 - June 2011
Ameritrade July 1999 - August 2001
integrated health services 1997 - 1999
Skills
Software Project..., PMO, SDLC, Business Analysis, Vendor Management, Requirements Gathering, Disaster Recovery, Project Management, Integration, Financial Services, Program Management, Enterprise Architecture, IT Strategy, Risk Management, Project Portfolio..., Requirements Analysis, Java Enterprise Edition, Agile Project Management, PMP, SQL, Unix, Software Development, Agile Methodologies, Solution Architecture, Business Process
Education
Loyola University Maryland 1993 — 1997
BA, MIS
Stevens Institute of Technology
MSIS
Rob Shoemaker's Ameritrade Experience 2005 - 2008
Job System Admin of TDA Back Office System at TDAmeritrade
Industry Information Technology and Services
Experience
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 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
Michael R. Brennan's Ameritrade Experience May 1996 - March 2012
Job Retired at Retired
Industry Financial Services
Experience
TD Ameritrade March 2012 - Present
TD Ameritrade Clearing, Inc May 1996 - March 2012
Ameritrade May 1996 - March 2012
JW Charles Securities March 1992 - April 1996
Mesirow Financial 1971 - 1992
Skills
Series 7, Series 63, Securities, Series 24, Financial Services, FINRA, Mutual Funds, Options, Risk Management, ETFs, Wealth Management, Equities, Trading Systems, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Income, Electronic Trading, Uniform Combined State..., Hedge Funds, Investments, Mergers & Acquisitions, Trading, Retirement, Capital Markets, Alternative Investments, Back Office, Relationship Management, Derivatives, Bonds, Financial Markets, Financial Advisory, Equity Trading, Retirement Planning, Investment Strategies, Executive Management, Asset Management, Investment Management, Bloomberg, Series 65, Strategic Financial..., AML, Due Diligence, Financial Risk, Settlement, 401k, Series 53, Series 27, Series 4, Asset Managment
Education
University of Illinois at Chicago 1970 — 1971
De Paul University Chicago 1968 — 1968
Wright Junior College Chicago 1965 — 1966
Maryvlle Academy 1957 — 1965
TD Ameritrade March 2012 - Present
TD Ameritrade Clearing, Inc May 1996 - March 2012
Ameritrade May 1996 - March 2012
JW Charles Securities March 1992 - April 1996
Mesirow Financial 1971 - 1992
Skills
Series 7, Series 63, Securities, Series 24, Financial Services, FINRA, Mutual Funds, Options, Risk Management, ETFs, Wealth Management, Equities, Trading Systems, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Income, Electronic Trading, Uniform Combined State..., Hedge Funds, Investments, Mergers & Acquisitions, Trading, Retirement, Capital Markets, Alternative Investments, Back Office, Relationship Management, Derivatives, Bonds, Financial Markets, Financial Advisory, Equity Trading, Retirement Planning, Investment Strategies, Executive Management, Asset Management, Investment Management, Bloomberg, Series 65, Strategic Financial..., AML, Due Diligence, Financial Risk, Settlement, 401k, Series 53, Series 27, Series 4, Asset Managment
Education
University of Illinois at Chicago 1970 — 1971
De Paul University Chicago 1968 — 1968
Wright Junior College Chicago 1965 — 1966
Maryvlle Academy 1957 — 1965
John Rocker's Ameritrade Experience 2004 - 2006
Job Broker at TD AMERITRADE
Industry Financial Services
Experience
Check Free January 2006 - Present
Ameritrade 2004 - 2006
Education
Rutgers University-New Brunswick 1984 — 1987
Check Free January 2006 - Present
Ameritrade 2004 - 2006
Education
Rutgers University-New Brunswick 1984 — 1987
Radha Balakrishnan's Ameritrade Experience October 1999 - March 2003
Job Programmer /Analyst
Industry Information Technology and Services
Experience
KU August 2007 - Present
US Bank August 2004 - June 2007
Ameritrade October 1999 - March 2003
Education
University of Kansas - Graduate School of Business 2007 — 2009
North Dakota State University 1996 — 1999
MS, Computer Science
Regional Engineering College, Calicut,Kerala 1987 — 1991
B Tech, Electronic Engg
KU August 2007 - Present
US Bank August 2004 - June 2007
Ameritrade October 1999 - March 2003
Education
University of Kansas - Graduate School of Business 2007 — 2009
North Dakota State University 1996 — 1999
MS, Computer Science
Regional Engineering College, Calicut,Kerala 1987 — 1991
B Tech, Electronic Engg
Ed Mills's Ameritrade Experience December 2004 - October 2005
Job Assistant Team Manager TD Ameritrade Institutional Trading
Industry Financial Services
Experience
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 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
Jay Rohman's Ameritrade Experience November 1997 - September 2001
Job Ambassador of Encouragement, Keynote Speaker, Author, Consultant
Industry Professional Training & Coaching
Experience
National Safety Council September 2005 - Present
Fred Pryor Seminars 2004 - Present
National Speakers Association June 2002 - Present
Encouraging 101 Organization September 2001 - Present
Laff 4 Life 2010 - 2010
Ameritrade November 1997 - September 2001
OneStar Communications June 1995 - November 1997
AT&T June 1989 - April 1995
Bishop Building Services, Inc. July 1986 - May 1989
Saunders County Sheriffs Dept. July 1984 - July 1986
Skills
Training, Blogging, Leadership Development, Public Speaking, Coaching, Motivational Speaking, Customer Service, Management, Executive Coaching, Personal Development, Marketing, Organizational..., Workshop Facilitation, Management Development, Entrepreneurship
Education
Metropolitan Community College 1984 — 1988
National Safety Council September 2005 - Present
Fred Pryor Seminars 2004 - Present
National Speakers Association June 2002 - Present
Encouraging 101 Organization September 2001 - Present
Laff 4 Life 2010 - 2010
Ameritrade November 1997 - September 2001
OneStar Communications June 1995 - November 1997
AT&T June 1989 - April 1995
Bishop Building Services, Inc. July 1986 - May 1989
Saunders County Sheriffs Dept. July 1984 - July 1986
Skills
Training, Blogging, Leadership Development, Public Speaking, Coaching, Motivational Speaking, Customer Service, Management, Executive Coaching, Personal Development, Marketing, Organizational..., Workshop Facilitation, Management Development, Entrepreneurship
Education
Metropolitan Community College 1984 — 1988
Carleen Guerrero's Ameritrade Experience November 2003 - July 2004
Job PMO Manager at CSC Computer Sciences Corporation
Industry Information Technology and Services
Experience
CSC - Computer Sciences Corporation June 2013 - Present
CSC March 2008 - Present
Sports Media 2010 - 2012
CSC April 2005 - March 2008
Ameritrade November 2003 - July 2004
TD Ameritrade 2003 - 2004
Panasonic January 1996 - December 2002
Skills
PMO, Process Improvement, Customer Relations, Metrics, Customer Service, Process Development, Documentation, Billing, SAP, Excel, Change Management, Program Management, Compliance, Performance Management, Sales Pipeline..., Project Governance, Project Control, Project Portfolio...
Education
The University of Texas at Arlington - College of Business
CSC - Computer Sciences Corporation June 2013 - Present
CSC March 2008 - Present
Sports Media 2010 - 2012
CSC April 2005 - March 2008
Ameritrade November 2003 - July 2004
TD Ameritrade 2003 - 2004
Panasonic January 1996 - December 2002
Skills
PMO, Process Improvement, Customer Relations, Metrics, Customer Service, Process Development, Documentation, Billing, SAP, Excel, Change Management, Program Management, Compliance, Performance Management, Sales Pipeline..., Project Governance, Project Control, Project Portfolio...
Education
The University of Texas at Arlington - College of Business
Ford Brittain, PMP's Ameritrade Experience 2000 - 2001
Job Continuous Improvement Project Manager at Semiconductor Equipment and Accessories Consultants (SEACUS)
Industry Semiconductors
Experience
Semiconductor Equipment and Accessories Consultants (SEAC-US) September 2015 - Present
Lam Research November 2009 - August 2015
Semiconductor Equipment and Accessories Consultants (SEAC-US) November 2008 - November 2009
SEZ America January 2001 - September 2008
Lam Research 2008 - 2008
Ameritrade 2000 - 2001
Akai Musical Instrument Corp 1994 - 2000
Skills
Electronics, Semiconductor Industry, Testing, Manufacturing, Cross-functional Team..., Failure Analysis, Project Management, Quality Assurance, Product Development, Hardware, Troubleshooting, Robotics, Software Development, CRM, Semiconductors, Databases
Education
University of Wyoming 1990 — 1994
Tarrant County College
Computer Science
The University of Texas at Arlington
Computer Science
Semiconductor Equipment and Accessories Consultants (SEAC-US) September 2015 - Present
Lam Research November 2009 - August 2015
Semiconductor Equipment and Accessories Consultants (SEAC-US) November 2008 - November 2009
SEZ America January 2001 - September 2008
Lam Research 2008 - 2008
Ameritrade 2000 - 2001
Akai Musical Instrument Corp 1994 - 2000
Skills
Electronics, Semiconductor Industry, Testing, Manufacturing, Cross-functional Team..., Failure Analysis, Project Management, Quality Assurance, Product Development, Hardware, Troubleshooting, Robotics, Software Development, CRM, Semiconductors, Databases
Education
University of Wyoming 1990 — 1994
Tarrant County College
Computer Science
The University of Texas at Arlington
Computer Science
Jon Chaffee's Ameritrade Experience September 2000 - February 2001
Job Assistant Vice President at Alliance Bank
Industry Banking
Experience
Alliance Bank September 2010 - Present
Lake Area Bank May 2004 - September 2010
PayPal Inc February 2001 - May 2004
Ameritrade September 2000 - February 2001
Education
University of Minnesota Duluth 1996 — 2000
Bachelor of Business Adminstration, Organizational Management
Alliance Bank September 2010 - Present
Lake Area Bank May 2004 - September 2010
PayPal Inc February 2001 - May 2004
Ameritrade September 2000 - February 2001
Education
University of Minnesota Duluth 1996 — 2000
Bachelor of Business Adminstration, Organizational Management
Leo Rivard's Ameritrade Experience April 1999 - March 2003
Job Database Architect at Northrop Grumman Information Systems
Industry Information Services
Experience
Northrop Grumman Information Systems September 2010 - Present
First Data Corporation June 2003 - September 2010
Ameritrade April 1999 - March 2003
infoUSA May 1998 - April 1999
Pamida April 1996 - May 1998
Gillette December 1994 - March 1996
GTE Government Systems August 1990 - December 1994
Raytheon April 1990 - July 1990
Bank of New England August 1987 - April 1990
Consultec, Inc. March 1987 - September 1987
Skills
Oracle, ETL, Data Warehousing, SDLC, DB2, Microsoft SQL Server, Databases, Database Design, Business Intelligence, T-SQL, SQL, Unix, SOA, Data Modeling, PL/SQL, Enterprise Architecture, Performance Tuning, Weblogic, Agile Methodologies, Solaris, Data Architecture, Integration, Architecture, Disaster Recovery, Requirements Analysis, Solution Architecture
Education
Bryant University 1975 — 1979
Bachelor of Science (BS), Business Administration/Systems Management
Northrop Grumman Information Systems September 2010 - Present
First Data Corporation June 2003 - September 2010
Ameritrade April 1999 - March 2003
infoUSA May 1998 - April 1999
Pamida April 1996 - May 1998
Gillette December 1994 - March 1996
GTE Government Systems August 1990 - December 1994
Raytheon April 1990 - July 1990
Bank of New England August 1987 - April 1990
Consultec, Inc. March 1987 - September 1987
Skills
Oracle, ETL, Data Warehousing, SDLC, DB2, Microsoft SQL Server, Databases, Database Design, Business Intelligence, T-SQL, SQL, Unix, SOA, Data Modeling, PL/SQL, Enterprise Architecture, Performance Tuning, Weblogic, Agile Methodologies, Solaris, Data Architecture, Integration, Architecture, Disaster Recovery, Requirements Analysis, Solution Architecture
Education
Bryant University 1975 — 1979
Bachelor of Science (BS), Business Administration/Systems Management
Cody Meyerdirk's Ameritrade Experience September 2005 - February 2006
Job Retirement Readiness Metrics Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2013 - Present
ING Financial Partners October 2012 - September 2013
ING Financial Partners June 2010 - September 2012
TD Ameritrade July 2008 - February 2010
TD Ameritrade October 2007 - July 2008
TD Ameritrade February 2006 - October 2007
Ameritrade September 2005 - February 2006
Ameritrade June 2005 - September 2005
Ameritrade May 2003 - June 2005
Skills
Series 7, Investments, Fixed Income, Securities, Series 24, Series 63, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., FINRA, 401k, Impromptu Speaking, Asset Allocation, Retirement Planning, Public Speaking, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Master of Business Administration (MBA), Finance
University of Northern Iowa 1998 — 2003
BA, Psychology & Business Management
Voya Financial September 2013 - Present
ING Financial Partners October 2012 - September 2013
ING Financial Partners June 2010 - September 2012
TD Ameritrade July 2008 - February 2010
TD Ameritrade October 2007 - July 2008
TD Ameritrade February 2006 - October 2007
Ameritrade September 2005 - February 2006
Ameritrade June 2005 - September 2005
Ameritrade May 2003 - June 2005
Skills
Series 7, Investments, Fixed Income, Securities, Series 24, Series 63, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., FINRA, 401k, Impromptu Speaking, Asset Allocation, Retirement Planning, Public Speaking, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Master of Business Administration (MBA), Finance
University of Northern Iowa 1998 — 2003
BA, Psychology & Business Management
Raymond M Wong's Ameritrade Experience 2001 - 2004
Job Marketplace Business Manager at Eforcity Corporation
Industry Consumer Electronics
Experience
Eforcity Corporation August 2005 - April 2014
Ameritrade 2001 - 2004
Datek Online 1999 - 2001
Skills
Online Marketing, Social Media Marketing, Web Analytics, Project Management, Management, Strategic Planning, Market Research, SEM, Microsoft Office, Email Marketing, E-commerce, CRM, Account Management, Online Advertising, Marketing, SEO, IT Operations, Start-ups, Digital Marketing, Leadership, Team Management
Education
State University of New York at Buffalo - School of Management 1994 — 1999
Bachelor’s Degree, Business Administration and Management, General
Eforcity Corporation August 2005 - April 2014
Ameritrade 2001 - 2004
Datek Online 1999 - 2001
Skills
Online Marketing, Social Media Marketing, Web Analytics, Project Management, Management, Strategic Planning, Market Research, SEM, Microsoft Office, Email Marketing, E-commerce, CRM, Account Management, Online Advertising, Marketing, SEO, IT Operations, Start-ups, Digital Marketing, Leadership, Team Management
Education
State University of New York at Buffalo - School of Management 1994 — 1999
Bachelor’s Degree, Business Administration and Management, General
Eric LaBay, CFP®, AWMA®'s Ameritrade Experience January 1998 - December 1999
Job Senior Portfolio Consultant/Wealth Advisor
Industry Financial Services
Experience
Schwab Private Client Investment Advisors December 1999 - Present
US Army Reserves September 1991 - March 2012
Ameritrade January 1998 - December 1999
Ameritas Investment Corporation January 1997 - January 1998
MetLife August 1996 - January 1997
Skills
Series 7, Investment Advisory, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Uniform Combined State..., Investment Strategies, Investments, Securities, Retirement, Portfolio Management, Alternative Investments, Asset Managment, Series 66, Series 9, Financial Analysis, FINRA, Strategic Financial..., Finance, Fixed Annuities, Asset Management, Equities, Financial Services, Trading
Education
College for Financial Planning 2007 — 2008
Certification, Financial Planning and Asset Management
Metropolitan State University of Denver 2001 — 2003
Certificate, Financial Planning
University of Nebraska - Lincoln 1994 — 1996
BS, Business and Finance
University of Nebraska at Kearney 1990 — 1994
Bacherlor of Science - Business Administration, Finance, French
Schwab Private Client Investment Advisors December 1999 - Present
US Army Reserves September 1991 - March 2012
Ameritrade January 1998 - December 1999
Ameritas Investment Corporation January 1997 - January 1998
MetLife August 1996 - January 1997
Skills
Series 7, Investment Advisory, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Uniform Combined State..., Investment Strategies, Investments, Securities, Retirement, Portfolio Management, Alternative Investments, Asset Managment, Series 66, Series 9, Financial Analysis, FINRA, Strategic Financial..., Finance, Fixed Annuities, Asset Management, Equities, Financial Services, Trading
Education
College for Financial Planning 2007 — 2008
Certification, Financial Planning and Asset Management
Metropolitan State University of Denver 2001 — 2003
Certificate, Financial Planning
University of Nebraska - Lincoln 1994 — 1996
BS, Business and Finance
University of Nebraska at Kearney 1990 — 1994
Bacherlor of Science - Business Administration, Finance, French
Jim Heeney's Ameritrade Experience 1999 - 2001
Job Senior Vice President & Chief Operating Officer at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2013 - Present
Securities America, Inc. January 2010 - Present
Securities America August 2008 - August 2010
Securities America June 2007 - August 2008
TD Ameritrade August 2005 - June 2007
TD Ameritrade August 2003 - July 2005
Ameritrade 1999 - 2001
Skills
Enterprise Project..., Merger & Acquisitions, Enterprise Risk..., Mutual Funds, Investments, Insurance, Asset Managment, Portfolio Management, Financial Risk, Strategic Financial..., FINRA, Alternative Investments, Due Diligence, Fixed Annuities, Estate Planning, Team Building, Project Management, Auditing, Mergers, Mergers & Acquisitions, Financial Services, Asset Management, Leadership, Management
Education
Bellevue University 1996 — 1999
Bachelor of Science in Business Administration, Business
University of Nebraska at Omaha 1987 — 1988
Securities America, Inc. Member FINRA/SIPC January 2013 - Present
Securities America, Inc. January 2010 - Present
Securities America August 2008 - August 2010
Securities America June 2007 - August 2008
TD Ameritrade August 2005 - June 2007
TD Ameritrade August 2003 - July 2005
Ameritrade 1999 - 2001
Skills
Enterprise Project..., Merger & Acquisitions, Enterprise Risk..., Mutual Funds, Investments, Insurance, Asset Managment, Portfolio Management, Financial Risk, Strategic Financial..., FINRA, Alternative Investments, Due Diligence, Fixed Annuities, Estate Planning, Team Building, Project Management, Auditing, Mergers, Mergers & Acquisitions, Financial Services, Asset Management, Leadership, Management
Education
Bellevue University 1996 — 1999
Bachelor of Science in Business Administration, Business
University of Nebraska at Omaha 1987 — 1988
Marilyn Urquhart's Ameritrade Experience 1998 - 2001
Job M.S.
Industry Higher Education
Experience
Bellevue University 2003 - January 2014
Mangelson's Images of Nature Gallery 2001 - 2003
Ameritrade 1998 - 2001
Skills
Non-profits, Leadership, Public Speaking, Microsoft Office, Leadership Development, E-Learning, Higher Education, Teaching, Coaching, Research, Student Affairs, Organizational..., PowerPoint, Team Building, Staff Development, Training
Education
Bellevue University
MS, Organizational Performance
Bellevue University 2003 - January 2014
Mangelson's Images of Nature Gallery 2001 - 2003
Ameritrade 1998 - 2001
Skills
Non-profits, Leadership, Public Speaking, Microsoft Office, Leadership Development, E-Learning, Higher Education, Teaching, Coaching, Research, Student Affairs, Organizational..., PowerPoint, Team Building, Staff Development, Training
Education
Bellevue University
MS, Organizational Performance
Gary Hunt's Ameritrade Experience 1994 - 1999
Job Director at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch April 2004 - Present
Ameritrade 1994 - 1999
Education
University of Nebraska at Omaha 1996 — 1998
Iowa State University 1990 — 1994
Iowa State University - College of Business 1990 — 1994
Merrill Lynch April 2004 - Present
Ameritrade 1994 - 1999
Education
University of Nebraska at Omaha 1996 — 1998
Iowa State University 1990 — 1994
Iowa State University - College of Business 1990 — 1994
Harold (Hal) Thompson's Ameritrade Experience April 2000 - October 2000
Job Senior Software Programmer/Analyst at Facey Medical Foundation
Industry Computer Software
Experience
Facey Medical Foundation March 2012 - February 2014
Partners Healthcare Systems January 2002 - March 2012
Ameritrade April 2000 - October 2000
Indian Health Service, Albuquerque, New MX April 1999 - May 2000
USC 1998 - 1999
UW Affiliated University Physicians April 1994 - November 1998
Faculty, Physicians and Surgeons Billing Office of University of Wisconsin 1991 - 1994
Computers in Medicine (CMI) January 1984 - June 1988
Legal Data Systems, Inc 1982 - 1984
Boston University School of Medicine 1980 - 1982
Skills
Healthcare Information..., HIPAA, Software Development, SharePoint, MUMPS, Enterprise Software, HL7, EDI, Requirements Analysis, Software Documentation, Integration
Education
Indiana University Bloomington
Spanish, French
Facey Medical Foundation March 2012 - February 2014
Partners Healthcare Systems January 2002 - March 2012
Ameritrade April 2000 - October 2000
Indian Health Service, Albuquerque, New MX April 1999 - May 2000
USC 1998 - 1999
UW Affiliated University Physicians April 1994 - November 1998
Faculty, Physicians and Surgeons Billing Office of University of Wisconsin 1991 - 1994
Computers in Medicine (CMI) January 1984 - June 1988
Legal Data Systems, Inc 1982 - 1984
Boston University School of Medicine 1980 - 1982
Skills
Healthcare Information..., HIPAA, Software Development, SharePoint, MUMPS, Enterprise Software, HL7, EDI, Requirements Analysis, Software Documentation, Integration
Education
Indiana University Bloomington
Spanish, French
Craig Kiernan's Ameritrade Experience September 2002 - January 2006
Job Investment Adviser Representative at Hemenway Associates Inc.
Industry Financial Services
Experience
Hemenway Associates Inc January 2014 - Present
Hemenway Associates, Inc. February 2013 - Present
TD Ameritrade February 2006 - January 2013
Ameritrade September 2002 - January 2006
Datek Online February 2000 - September 2002
Education
The College of New Jersey 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Hemenway Associates Inc January 2014 - Present
Hemenway Associates, Inc. February 2013 - Present
TD Ameritrade February 2006 - January 2013
Ameritrade September 2002 - January 2006
Datek Online February 2000 - September 2002
Education
The College of New Jersey 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Engelbert's Ameritrade Experience June 2003 - February 2004
Job Working with Financial Advisors to achieve their goals
Industry Financial Services
Experience
TD Ameritrade Institutional September 2006 - Present
TD Ameritrade April 2006 - September 2006
Ameritrade Advisor Services February 2004 - April 2006
Ameritrade June 2003 - February 2004
Skills
FINRA, Securities, Mergers & Acquisitions, Financial Services, Retirement Planning, Product Management, Mutual Funds, Asset Allocation, Sales, Series 7, Wealth Management, Sales Management, Portfolio Management, Management, Investment Advisory, Risk Management, Series 63, Retail, Relationship Management, Series 24, Investments, Retirement, Strategic Financial..., 401k, Financial Advisory, Alternative Investments, Uniform Combined State..., Brokerage, ETFs
Education
Bellevue University 2006 — 2007
Business Information Systems
TD Ameritrade Institutional September 2006 - Present
TD Ameritrade April 2006 - September 2006
Ameritrade Advisor Services February 2004 - April 2006
Ameritrade June 2003 - February 2004
Skills
FINRA, Securities, Mergers & Acquisitions, Financial Services, Retirement Planning, Product Management, Mutual Funds, Asset Allocation, Sales, Series 7, Wealth Management, Sales Management, Portfolio Management, Management, Investment Advisory, Risk Management, Series 63, Retail, Relationship Management, Series 24, Investments, Retirement, Strategic Financial..., 401k, Financial Advisory, Alternative Investments, Uniform Combined State..., Brokerage, ETFs
Education
Bellevue University 2006 — 2007
Business Information Systems
Martin Corbett's Ameritrade Experience 1996 - 1997
Job Regional Capital Markets Specialist
Industry Banking
Experience
NCUA October 2014 - Present
The National Treasury Employees Union June 2011 - October 2014
Federal Deposit Insurance Corporation August 2009 - October 2014
Federal Reserve Bank of St. Louis 2006 - 2009
Public School Retirement System of Missouri 2003 - 2006
Federal Reserve 1997 - 2002
Ameritrade 1996 - 1997
Skills
Financial Analysis, Risk Management, Capital Markets, Commercial Banking, Underwriting, Credit Risk, Credit Analysis, Credit, Banking, Loans, Investments, Portfolio Management, Financial Modeling, Commercial Lending, Corporate Finance, Finance, Valuation, Accounting, Business Development, Retail Banking, Business Planning, Financial Reporting, Cash Management, Loan Origination, Small Business Lending, Mortgage Lending, Enterprise Risk..., Financial Services, Consumer Lending, Financial Risk, Asset Based Lending
Education
Baylor University - Hankamer School of Business 1994 — 1995
MBA, Business Adm - Finance
Peru State College 1990 — 1994
BS, Business Administration
Papillion LaVista High School 1987 — 1990
General
NCUA October 2014 - Present
The National Treasury Employees Union June 2011 - October 2014
Federal Deposit Insurance Corporation August 2009 - October 2014
Federal Reserve Bank of St. Louis 2006 - 2009
Public School Retirement System of Missouri 2003 - 2006
Federal Reserve 1997 - 2002
Ameritrade 1996 - 1997
Skills
Financial Analysis, Risk Management, Capital Markets, Commercial Banking, Underwriting, Credit Risk, Credit Analysis, Credit, Banking, Loans, Investments, Portfolio Management, Financial Modeling, Commercial Lending, Corporate Finance, Finance, Valuation, Accounting, Business Development, Retail Banking, Business Planning, Financial Reporting, Cash Management, Loan Origination, Small Business Lending, Mortgage Lending, Enterprise Risk..., Financial Services, Consumer Lending, Financial Risk, Asset Based Lending
Education
Baylor University - Hankamer School of Business 1994 — 1995
MBA, Business Adm - Finance
Peru State College 1990 — 1994
BS, Business Administration
Papillion LaVista High School 1987 — 1990
General
Frank Failla's Ameritrade Experience March 2000 - December 2001
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Edison Media Research 2003 - Present
ThorTech Solutions 2002 - Present
RCS July 2005 - April 2007
Turner Broadcasting 2002 - 2003
Ameritrade March 2000 - December 2001
Skills
C#, XML, .NET, Microsoft SQL Server, SQL, Git, Cloud Computing, JavaScript, C++, Visual Studio, Mobile Applications, Web Services, Software Design, Agile Methodologies, LINQ, SOA
Education
New York University 1993 — 1997
BA
Edison Media Research 2003 - Present
ThorTech Solutions 2002 - Present
RCS July 2005 - April 2007
Turner Broadcasting 2002 - 2003
Ameritrade March 2000 - December 2001
Skills
C#, XML, .NET, Microsoft SQL Server, SQL, Git, Cloud Computing, JavaScript, C++, Visual Studio, Mobile Applications, Web Services, Software Design, Agile Methodologies, LINQ, SOA
Education
New York University 1993 — 1997
BA
Glenn Bartusch's Ameritrade Experience January 2004 - April 2008
Job Technician at SMS Technologies
Industry Electrical/Electronic Manufacturing
Experience
SMS Technologies, Inc November 2008 - March 2009
Ameritrade January 2004 - April 2008
Raytheon Technical Services Company December 2000 - January 2003
United States Navy March 1996 - April 2000
Education
San Diego City College 1993 — 1995
Physics
SMS Technologies, Inc November 2008 - March 2009
Ameritrade January 2004 - April 2008
Raytheon Technical Services Company December 2000 - January 2003
United States Navy March 1996 - April 2000
Education
San Diego City College 1993 — 1995
Physics
John Abbott's Ameritrade Experience May 1999 - July 2002
Job E&P Research Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2013 - Present
Pritchard Capital Partners February 2009 - June 2012
James Miller and Company June 2007 - October 2007
Risk Limited Corporation May 2005 - February 2007
Etexx June 2003 - August 2003
Ameritrade May 1999 - July 2002
Skills
Valuation, Financial Modeling, Equity Research, Bloomberg, Corporate Finance, Energy, Access, Microsoft Excel, Series 7, Oil & Gas Industry, Microsoft Word, Series 63, FINRA, Hedge Funds, Thomson One Analytics, Japanese Language..., Data Analysis, Data Mining, Process Improvement, Networking, Asset Managment, Analytics, Series 86, series 87, Chartered Financial..., Equities, Alternative Investments, Private Equity, Equity Valuation, Finance, Trading, Analysis, Capital Markets, Asset Management
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Cornell University 1993 — 1997
BA, Economics and Asian Studies
Western Reserve Academy 1988 — 1992
Bank of America Merrill Lynch April 2013 - Present
Pritchard Capital Partners February 2009 - June 2012
James Miller and Company June 2007 - October 2007
Risk Limited Corporation May 2005 - February 2007
Etexx June 2003 - August 2003
Ameritrade May 1999 - July 2002
Skills
Valuation, Financial Modeling, Equity Research, Bloomberg, Corporate Finance, Energy, Access, Microsoft Excel, Series 7, Oil & Gas Industry, Microsoft Word, Series 63, FINRA, Hedge Funds, Thomson One Analytics, Japanese Language..., Data Analysis, Data Mining, Process Improvement, Networking, Asset Managment, Analytics, Series 86, series 87, Chartered Financial..., Equities, Alternative Investments, Private Equity, Equity Valuation, Finance, Trading, Analysis, Capital Markets, Asset Management
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Cornell University 1993 — 1997
BA, Economics and Asian Studies
Western Reserve Academy 1988 — 1992
Karla Lehman's Ameritrade Experience March 1999 - March 2004
Job Customer Service Manager at Dundee Financial Services, Securities America
Industry Financial Services
Experience
Dundee Financial Services, Securities America August 2004 - Present
Ameritrade March 1999 - March 2004
Skills
Series 7, Series 63, Strategic Planning, Insurance, Investments, Strategic Financial..., Financial Analysis, Financial Modeling, Risk Management, Securities, Banking, Coaching, Small Business, Team Building, Cash Management, Financial Services, Sales, Customer Service
Education
Nebraska Wesleyan University
Bachelor of Science, Business Administration
Dundee Financial Services, Securities America August 2004 - Present
Ameritrade March 1999 - March 2004
Skills
Series 7, Series 63, Strategic Planning, Insurance, Investments, Strategic Financial..., Financial Analysis, Financial Modeling, Risk Management, Securities, Banking, Coaching, Small Business, Team Building, Cash Management, Financial Services, Sales, Customer Service
Education
Nebraska Wesleyan University
Bachelor of Science, Business Administration
Ben Eyler's Ameritrade Experience February 2005 - February 2006
Job Communications & Marketing VP, Citigroup
Industry Financial Services
Experience
Citi October 2009 - Present
myFi from Citi Smith Barney June 2007 - October 2009
TD Ameritrade February 2006 - June 2007
Ameritrade February 2005 - February 2006
Skills
Corporate Branding, Corporate Communications, Digital Marketing, Copywriting, Interactive Marketing, Digital Media, Strategic Communications, Analytics, Leadership, Marketing, Strategy, Strategic Partnerships, Brand Management, Content Management, Market Research, Banking, Finance, Financial Services, Integrated Marketing, Investments, Management, Marketing Strategy
Education
The George Washington University 1991 — 1995
BA, English
Ben-Gurion University of the Negev, Be'er Sheva, Isreal 1993 — 1993
History
Citi October 2009 - Present
myFi from Citi Smith Barney June 2007 - October 2009
TD Ameritrade February 2006 - June 2007
Ameritrade February 2005 - February 2006
Skills
Corporate Branding, Corporate Communications, Digital Marketing, Copywriting, Interactive Marketing, Digital Media, Strategic Communications, Analytics, Leadership, Marketing, Strategy, Strategic Partnerships, Brand Management, Content Management, Market Research, Banking, Finance, Financial Services, Integrated Marketing, Investments, Management, Marketing Strategy
Education
The George Washington University 1991 — 1995
BA, English
Ben-Gurion University of the Negev, Be'er Sheva, Isreal 1993 — 1993
History
Patrick Brannen's Ameritrade Experience 1998 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
ameritrade 1998 - 2002
Education
Creighton University 1986 — 1991
BSBA, Stuff
ameritrade 1998 - 2002
Education
Creighton University 1986 — 1991
BSBA, Stuff
CJ Percosky's Ameritrade Experience July 1999 - August 2001
Job Project Manager at Diversified Solutions
Industry Information Technology and Services
Experience
Diversified Solutions February 2010 - Present
Real Estate Associates May 2006 - Present
H&R Block January 2000 - Present
Oriental Trading Company February 2010 - June 2012
Mutual of Omaha August 2001 - February 2010
Ameritrade July 1999 - August 2001
Skills
Project Management, Agile Methodologies, Information Technology, Strategic Planning, Organizational..., Organizational..., Organizational..., Business Analysis, Business Process, SDLC, JIRA, Process Improvement, Vendor Management, PMP, Visio, Requirements Analysis, Program Management, Training, Business Process..., SharePoint, Software Documentation, Budgets, Consulting, Project Planning, Team Building
Education
Bellevue University 2010 — 2011
MBA, Computer Information Systems
Bellevue University 2010 — 2011
MBA, Information Security
University of Nebraska-Lincoln 1994 — 1999
Bachelors of Science, Management
University of Nebraska-Lincoln 1994 — 1999
Bachelors, International Business
Diversified Solutions February 2010 - Present
Real Estate Associates May 2006 - Present
H&R Block January 2000 - Present
Oriental Trading Company February 2010 - June 2012
Mutual of Omaha August 2001 - February 2010
Ameritrade July 1999 - August 2001
Skills
Project Management, Agile Methodologies, Information Technology, Strategic Planning, Organizational..., Organizational..., Organizational..., Business Analysis, Business Process, SDLC, JIRA, Process Improvement, Vendor Management, PMP, Visio, Requirements Analysis, Program Management, Training, Business Process..., SharePoint, Software Documentation, Budgets, Consulting, Project Planning, Team Building
Education
Bellevue University 2010 — 2011
MBA, Computer Information Systems
Bellevue University 2010 — 2011
MBA, Information Security
University of Nebraska-Lincoln 1994 — 1999
Bachelors of Science, Management
University of Nebraska-Lincoln 1994 — 1999
Bachelors, International Business
Daniel Sibley's Ameritrade Experience 2004 - 2005
Job Owner of Sibley Construction Inc.
Industry Construction
Experience
Sibley Construction Inc. November 2013 - Present
Dickey's Barbecue Pit September 2011 - November 2013
Dickey's Barbecue Restaurants, Inc January 2009 - September 2011
Dickey's Barbecue Restaurants, Inc 2008 - 2009
Lanelogic LLC 2006 - 2008
Ameritrade 2004 - 2005
Skills
Operations Management, Purchasing, Advertising, Management, Budgets, Sales Management, Leadership, Profit, Sales, Team Building, Customer Service, Customer Satisfaction, Lead Generation, Inventory Management, Retail, Income Statement, P&L, Restaurants, Hospitality
Education
Baylor University 1994 — 1997
FBA
Southern Methodist University
Social Sciences, Economics
Sibley Construction Inc. November 2013 - Present
Dickey's Barbecue Pit September 2011 - November 2013
Dickey's Barbecue Restaurants, Inc January 2009 - September 2011
Dickey's Barbecue Restaurants, Inc 2008 - 2009
Lanelogic LLC 2006 - 2008
Ameritrade 2004 - 2005
Skills
Operations Management, Purchasing, Advertising, Management, Budgets, Sales Management, Leadership, Profit, Sales, Team Building, Customer Service, Customer Satisfaction, Lead Generation, Inventory Management, Retail, Income Statement, P&L, Restaurants, Hospitality
Education
Baylor University 1994 — 1997
FBA
Southern Methodist University
Social Sciences, Economics
Cesar Duron's Ameritrade Experience 2002 - 2005
Job FX Application Support at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
BNY ConvergEx 2005 - 2008
Ameritrade 2002 - 2005
Datek Online 2000 - 2002
Education
Pace University 1996 — 2001
BA, Computer Science
Morgan Stanley 2008 - Present
BNY ConvergEx 2005 - 2008
Ameritrade 2002 - 2005
Datek Online 2000 - 2002
Education
Pace University 1996 — 2001
BA, Computer Science
Pete Sirbu's Ameritrade Experience February 1995 - February 1997
Job Vice President Head of Fixed Income Capital Markets Trading at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
RBC Capital Markets March 2005 - April 2010
Piper Jaffray 2000 - 2005
Key Investments February 1997 - February 2000
Ameritrade February 1995 - February 1997
Skills
Series 7, Equities, Capital Markets, Fixed Income, Investments, Trading, Options, Securities, Financial Services, Series 63, Bloomberg, Bonds, Finance, Wealth Management
Education
Colorado State University 1989 — 1994
B.A., Economics
Ameriprise Financial April 2010 - Present
RBC Capital Markets March 2005 - April 2010
Piper Jaffray 2000 - 2005
Key Investments February 1997 - February 2000
Ameritrade February 1995 - February 1997
Skills
Series 7, Equities, Capital Markets, Fixed Income, Investments, Trading, Options, Securities, Financial Services, Series 63, Bloomberg, Bonds, Finance, Wealth Management
Education
Colorado State University 1989 — 1994
B.A., Economics
Mohan Mundackal's Ameritrade Experience 1999 - 2002
Job Senior Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2004 - Present
Ameritrade 1999 - 2002
Tech Mahindra (formerly Mahindra Satyam) 1995 - 1998
Skills
C++, .NET, Java, Debugging
Education
Cochin University of Science and Technology 1991 — 1995
Charles Schwab June 2004 - Present
Ameritrade 1999 - 2002
Tech Mahindra (formerly Mahindra Satyam) 1995 - 1998
Skills
C++, .NET, Java, Debugging
Education
Cochin University of Science and Technology 1991 — 1995
Darren Znamenacek's Ameritrade Experience June 1999 - April 2001
Job Technical Support Specialist at Election Systems & Software
Industry Information Technology and Services
Experience
Election Systems & Software December 2013 - Present
Election Systems & Software April 2009 - Present
Election Systems & Software September 2005 - March 2009
Election Systems & Software January 2002 - August 2005
Omaha Truck Center September 2001 - December 2001
Jensen Tire June 2001 - August 2001
Ameritrade June 1999 - April 2001
Circuit City September 1996 - June 1999
US Army August 1991 - July 1996
Skills
Software Documentation, FrameMaker, RoboHelp, Troubleshooting, Requirements Analysis, Training, Process Improvement, Content Management, Active Directory, SharePoint, Outlook
Education
Bellevue University 2005 — 2006
Bachelor of Science, Businiss Information Systems
Southeast Community College 1995 — 1997
Associates, Marketing Management
Election Systems & Software December 2013 - Present
Election Systems & Software April 2009 - Present
Election Systems & Software September 2005 - March 2009
Election Systems & Software January 2002 - August 2005
Omaha Truck Center September 2001 - December 2001
Jensen Tire June 2001 - August 2001
Ameritrade June 1999 - April 2001
Circuit City September 1996 - June 1999
US Army August 1991 - July 1996
Skills
Software Documentation, FrameMaker, RoboHelp, Troubleshooting, Requirements Analysis, Training, Process Improvement, Content Management, Active Directory, SharePoint, Outlook
Education
Bellevue University 2005 — 2006
Bachelor of Science, Businiss Information Systems
Southeast Community College 1995 — 1997
Associates, Marketing Management
David Puetz's Ameritrade Experience June 1999 - June 2000
Job MBA Candidate, Rady School of Management, Supervisor, Materials Receiving at CareFusion
Industry Medical Devices
Experience
CareFusion November 2012 - Present
School of Infantry September 2009 - September 2012
Volunteer September 2008 - February 2012
Waste Management June 2008 - September 2009
Camp Pendleton CA January 2001 - May 2008
Ameritrade June 1999 - June 2000
Skills
Recycling, Waste, Environmental Awareness, Environmental..., Sustainability, Green, Strategic Leadership, Developing People, Lean Management, Six Sigma, Process Improvement, Group Instruction, Training, Military, Military Experience, Management, Command, Navy, Operational Planning, Physical Security, Leadership Development, Operations Management, Security Clearance, Leadership, Military Operations, Emergency Management, Risk Assessment, DoD, Instructor-led Training, Risk Management, Program Management, Security Management, Organizational..., Hazardous Materials, Government, Project Planning, Logistics Management, Team Leadership
Education
University of California, San Diego - The Rady School of Management
University of California, San Diego - The Rady School of Management
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science, Criminal Justice
Villanova University 2008 — 2008
Lean / Six Sigma Training, Green/Black Belt
University of Nebraska-Lincoln 1994 — 1999
Minors, Business Communications & Spanish, 3.6
CareFusion November 2012 - Present
School of Infantry September 2009 - September 2012
Volunteer September 2008 - February 2012
Waste Management June 2008 - September 2009
Camp Pendleton CA January 2001 - May 2008
Ameritrade June 1999 - June 2000
Skills
Recycling, Waste, Environmental Awareness, Environmental..., Sustainability, Green, Strategic Leadership, Developing People, Lean Management, Six Sigma, Process Improvement, Group Instruction, Training, Military, Military Experience, Management, Command, Navy, Operational Planning, Physical Security, Leadership Development, Operations Management, Security Clearance, Leadership, Military Operations, Emergency Management, Risk Assessment, DoD, Instructor-led Training, Risk Management, Program Management, Security Management, Organizational..., Hazardous Materials, Government, Project Planning, Logistics Management, Team Leadership
Education
University of California, San Diego - The Rady School of Management
University of California, San Diego - The Rady School of Management
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science, Criminal Justice
Villanova University 2008 — 2008
Lean / Six Sigma Training, Green/Black Belt
University of Nebraska-Lincoln 1994 — 1999
Minors, Business Communications & Spanish, 3.6
Rachel Johnson's Ameritrade Experience July 2006 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
Ameritrade July 2006 - Present
Charles Schwab November 2010 - October 2011
TD Ameritrade July 2006 - December 2010
Kincora Inc September 2005 - December 2005
Injured Workers Pharmacy January 2003 - September 2005
Clear Channel Communications August 2002 - January 2003
Newburyport Whale Watch April 2001 - April 2002
Blockbuster Video January 1999 - January 2002
Skills
Outlook, Customer Service, Training, Inventory Management, Microsoft Excel, Sales, Microsoft Office, PowerPoint
Education
New England College 1998 — 2002
B.A, Business Administration; Finance and Management
Spa Tech Institute
Bachelor's degree, Accounting and Finance
Ameritrade July 2006 - Present
Charles Schwab November 2010 - October 2011
TD Ameritrade July 2006 - December 2010
Kincora Inc September 2005 - December 2005
Injured Workers Pharmacy January 2003 - September 2005
Clear Channel Communications August 2002 - January 2003
Newburyport Whale Watch April 2001 - April 2002
Blockbuster Video January 1999 - January 2002
Skills
Outlook, Customer Service, Training, Inventory Management, Microsoft Excel, Sales, Microsoft Office, PowerPoint
Education
New England College 1998 — 2002
B.A, Business Administration; Finance and Management
Spa Tech Institute
Bachelor's degree, Accounting and Finance
Chris Pavlovski, SPHR's Ameritrade Experience 1998 - 2001
Job Training Manager
Industry Human Resources
Experience
VA Nebraska Western Iowa Healthcare System 2013 - Present
Mutual of Omaha 2012 - 2013
Nebraska Department of Labor 2010 - 2011
TD Ameritrade 2009 - 2009
TD Ameritrade 2003 - 2009
West Corporation 2002 - 2003
Ameritrade 1998 - 2001
Saturn of Omaha 1997 - 1998
US Air Force 1994 - 1997
Skills
Training, Instructional Design, Human Resources, Analysis, E-Learning, Employee Relations, Software Documentation, Performance Management
Education
Bellevue University 1988 — 1995
BS, Human Resource Management
VA Nebraska Western Iowa Healthcare System 2013 - Present
Mutual of Omaha 2012 - 2013
Nebraska Department of Labor 2010 - 2011
TD Ameritrade 2009 - 2009
TD Ameritrade 2003 - 2009
West Corporation 2002 - 2003
Ameritrade 1998 - 2001
Saturn of Omaha 1997 - 1998
US Air Force 1994 - 1997
Skills
Training, Instructional Design, Human Resources, Analysis, E-Learning, Employee Relations, Software Documentation, Performance Management
Education
Bellevue University 1988 — 1995
BS, Human Resource Management
Aneta Eubanks's Ameritrade Experience June 1999 - January 2001
Job Seeking Part time employment
Industry Financial Services
Experience
TD Auto Finance September 2011 - July 2013
TD Auto Finance formerly Chrysler Financial August 2001 - July 2013
Chrysler Financial August 2001 - June 2011
Ameritrade June 1999 - January 2001
Enterprise Rent A Car October 1996 - May 1999
Skills
Customer Satisfaction, Training, Call Centers, Leadership, Sales, Customer Service, Marketing, Coaching, Customer Experience, Accounts Payable, Customer Retention, Process Improvement, Team Leadership, Management, Team Building, Outlook, Microsoft Excel, Account Management, Time Management, Vendor Management, Banking
Education
Texas Wesleyan University 1991 — 1996
Bachelor of Science, Business Management
Texas Wesleyan University
Bachelor of Science, Business Administration; Business Management
TD Auto Finance September 2011 - July 2013
TD Auto Finance formerly Chrysler Financial August 2001 - July 2013
Chrysler Financial August 2001 - June 2011
Ameritrade June 1999 - January 2001
Enterprise Rent A Car October 1996 - May 1999
Skills
Customer Satisfaction, Training, Call Centers, Leadership, Sales, Customer Service, Marketing, Coaching, Customer Experience, Accounts Payable, Customer Retention, Process Improvement, Team Leadership, Management, Team Building, Outlook, Microsoft Excel, Account Management, Time Management, Vendor Management, Banking
Education
Texas Wesleyan University 1991 — 1996
Bachelor of Science, Business Management
Texas Wesleyan University
Bachelor of Science, Business Administration; Business Management
Christine (Chris) Cottrell, M.S.'s Ameritrade Experience March 1998 - February 2003
Job Organizational Performance Adjunct
Industry Education Management
Experience
Bellevue University November 2014 - Present
Bellevue University July 2014 - Present
Bellevue University March 2013 - June 2014
Bellevue University April 2009 - March 2013
Fit In The City March 2009 - March 2010
Adecco, Inc July 2008 - March 2009
Noll Human Resource Services February 2006 - July 2008
Ameritrade March 1998 - February 2003
Burk Smith Marketing, Inc May 1996 - February 1997
Skills
Higher Education, Student Affairs, Public Speaking, Academic Advising, Leadership Development, Community Outreach, Staff Development, Non-profits, Coaching, Event Planning, Leadership, Fundraising, E-Learning, Adult Education, Program Management, Student Development, Training, Time Management, Student Financial Aid, Student Engagement, Recruiting, Nonprofits, Marketing, Management, Interviews, Human Resources, Enrollment Management, Editing, Career Development, Career Counseling, Admissions, Organizational..., Team Building, Customer Service, Resume Writing
Education
Bellevue University
B.A, Communication Arts
Bellevue University
M.S, Organizational Performance
Bellevue University November 2014 - Present
Bellevue University July 2014 - Present
Bellevue University March 2013 - June 2014
Bellevue University April 2009 - March 2013
Fit In The City March 2009 - March 2010
Adecco, Inc July 2008 - March 2009
Noll Human Resource Services February 2006 - July 2008
Ameritrade March 1998 - February 2003
Burk Smith Marketing, Inc May 1996 - February 1997
Skills
Higher Education, Student Affairs, Public Speaking, Academic Advising, Leadership Development, Community Outreach, Staff Development, Non-profits, Coaching, Event Planning, Leadership, Fundraising, E-Learning, Adult Education, Program Management, Student Development, Training, Time Management, Student Financial Aid, Student Engagement, Recruiting, Nonprofits, Marketing, Management, Interviews, Human Resources, Enrollment Management, Editing, Career Development, Career Counseling, Admissions, Organizational..., Team Building, Customer Service, Resume Writing
Education
Bellevue University
B.A, Communication Arts
Bellevue University
M.S, Organizational Performance
Charles Scarlett, CP's Ameritrade Experience January 2003 - January 2004
Job Compliance Analyst at Citigroup
Industry Financial Services
Experience
Citigroup June 2012 - Present
JCPenney January 2010 - January 2012
Wachovia Securities January 2008 - January 2010
PayPal January 2004 - January 2007
Ameritrade January 2003 - January 2004
Skills
Legal Research, Legal Writing, Legal Compliance, Compliance, Criminal Law, Licensing, Analysis, Due Diligence, Banking, Risk Assessment, Customer Service, Anti Money Laundering, KYC, Risk Management, Retail Banking, Operational Risk...
Education
National Paralegal College 2011 — 2012
Post Baccalaureate Certificate, Paralegal Studies, A Average
Creighton University 1983 — 1987
B.S.Mth, Mathematics/Statistics
Citigroup June 2012 - Present
JCPenney January 2010 - January 2012
Wachovia Securities January 2008 - January 2010
PayPal January 2004 - January 2007
Ameritrade January 2003 - January 2004
Skills
Legal Research, Legal Writing, Legal Compliance, Compliance, Criminal Law, Licensing, Analysis, Due Diligence, Banking, Risk Assessment, Customer Service, Anti Money Laundering, KYC, Risk Management, Retail Banking, Operational Risk...
Education
National Paralegal College 2011 — 2012
Post Baccalaureate Certificate, Paralegal Studies, A Average
Creighton University 1983 — 1987
B.S.Mth, Mathematics/Statistics
Pavan Nichenametla's Ameritrade Experience March 1999 - January 2000
Job President at Kaasi, Inc
Industry Supermarkets
Experience
Kaasi, Inc January 2010 - Present
CNET Networks June 2002 - June 2003
HP May 2001 - May 2002
Visa August 2000 - May 2001
HP January 2000 - September 2000
Ameritrade March 1999 - January 2000
BCBSFL 1998 - 1999
Education
Birla Institute of Technology and Science, Pilani 1994 — 1995
Information Technology
Koneru Lakshmaiah College of Engineering 1990 — 1994
B.Tech, Computer Science
Pendekanti public school 1984 — 1990
High School
Kaasi, Inc January 2010 - Present
CNET Networks June 2002 - June 2003
HP May 2001 - May 2002
Visa August 2000 - May 2001
HP January 2000 - September 2000
Ameritrade March 1999 - January 2000
BCBSFL 1998 - 1999
Education
Birla Institute of Technology and Science, Pilani 1994 — 1995
Information Technology
Koneru Lakshmaiah College of Engineering 1990 — 1994
B.Tech, Computer Science
Pendekanti public school 1984 — 1990
High School
Kashyap Trivedi's Ameritrade Experience 1999 - 2001
Job Sr. Solutions Architect & Technical Lead at Bridgeline Digital
Industry Information Technology and Services
Experience
Bridgeline Digital 2005 - Present
Amex 2004 - 2005
WORLD MEDIA CORP. (CanIndia News Weekly), Mississauga, ON 2002 - 2004
Ameritrade 1999 - 2001
Skills
ASP.NET, .NET, AJAX, Microsoft SQL Server, XML, C#, Web Applications, XSLT, Visual Studio, ASP, JavaScript, Crystal Reports, SharePoint, VBScript, SharePoint Designer, jQuery, Visual Basic, Microsoft Office..., ADO.NET, VB.NET, ASP.NET AJAX, ASP.NET MVC, Web Services, CMS, ComponentArt, Actuate Report, Custom Web Parts, SSIS, Entity Framework, WCF, T-SQL, Salesforce.com..., SAML 2.0, SSO, Databases, Web Development, Agile Methodologies, SDLC, HTML, SQL
Education
Humber College 2003 — 2004
MCAD.net, Developing and Implementing applications using VB.net/C#/VS.net
India Institute of Computer & Management 1994 — 1995
Diploma in Computer Programming, DOS, Cobal, Fortran 77, C/C++
Gujarat University 1991 — 1994
Bachelor of Science, Chemistry, Physics, Maths, Biology
Bridgeline Digital 2005 - Present
Amex 2004 - 2005
WORLD MEDIA CORP. (CanIndia News Weekly), Mississauga, ON 2002 - 2004
Ameritrade 1999 - 2001
Skills
ASP.NET, .NET, AJAX, Microsoft SQL Server, XML, C#, Web Applications, XSLT, Visual Studio, ASP, JavaScript, Crystal Reports, SharePoint, VBScript, SharePoint Designer, jQuery, Visual Basic, Microsoft Office..., ADO.NET, VB.NET, ASP.NET AJAX, ASP.NET MVC, Web Services, CMS, ComponentArt, Actuate Report, Custom Web Parts, SSIS, Entity Framework, WCF, T-SQL, Salesforce.com..., SAML 2.0, SSO, Databases, Web Development, Agile Methodologies, SDLC, HTML, SQL
Education
Humber College 2003 — 2004
MCAD.net, Developing and Implementing applications using VB.net/C#/VS.net
India Institute of Computer & Management 1994 — 1995
Diploma in Computer Programming, DOS, Cobal, Fortran 77, C/C++
Gujarat University 1991 — 1994
Bachelor of Science, Chemistry, Physics, Maths, Biology
Missy Throckmorton's Ameritrade Experience October 1997 - May 2001
Job Sign Language Interpreter
Industry Individual & Family Services
Experience
Self-Employed May 2005 - Present
North Star Financial Services / Gemini Fund Services May 2001 - August 2005
Ameritrade October 1997 - May 2001
Skills
ETFs, Editing, Interpreting, Community Outreach, American Sign Language, Tutoring, Curriculum Design, Hedge Funds, Customer Service, Investments, Public Speaking, Alternative Investments, Microsoft Office, Translation, Sign Language
Education
Iowa Western Community College 2004 — 2005
A.A.S., Sign Language Interpreting
Metropolitan Community College 2002 — 2004
SL Certificate, Sign Language Interpreting
Self-Employed May 2005 - Present
North Star Financial Services / Gemini Fund Services May 2001 - August 2005
Ameritrade October 1997 - May 2001
Skills
ETFs, Editing, Interpreting, Community Outreach, American Sign Language, Tutoring, Curriculum Design, Hedge Funds, Customer Service, Investments, Public Speaking, Alternative Investments, Microsoft Office, Translation, Sign Language
Education
Iowa Western Community College 2004 — 2005
A.A.S., Sign Language Interpreting
Metropolitan Community College 2002 — 2004
SL Certificate, Sign Language Interpreting
Alex Stanciu's Ameritrade Experience March 2000 - January 2003
Job State Farm Alex Stanciu Agency
Industry Insurance
Experience
State Farm December 2014 - Present
Liberty Mutual Insurance March 2012 - May 2014
Liberty Mutual Insurance November 2011 - November 2012
Farmers Insurance January 2008 - October 2011
Farmers Insurance April 2005 - January 2008
Farmers Insurance April 2005 - June 2006
Farmers Insurance July 2003 - April 2005
Ameritrade March 2000 - January 2003
Financial Passport, Inc. (acquired by Ameritrade) September 1999 - March 2000
Skills
Claims Management, Claim, Property & Casualty..., Insurance, Leadership, Umbrella Insurance, Casualty, Commercial Insurance, Process Improvement, New Business Development, Operations Management, Liability, General Insurance, Legal Liability, Litigation Management, Strategic Planning, Management, Subrogation, Customer Satisfaction, Property Damage, Negotiation, Training, Team Building, Commercial Lines, Liability Analysis, Workers Compensation, Casualty Insurance, Start-ups, Marketing, Sales Management, Sales
Education
California State University-Northridge 1986 — 1991
BA, Communication
State Farm December 2014 - Present
Liberty Mutual Insurance March 2012 - May 2014
Liberty Mutual Insurance November 2011 - November 2012
Farmers Insurance January 2008 - October 2011
Farmers Insurance April 2005 - January 2008
Farmers Insurance April 2005 - June 2006
Farmers Insurance July 2003 - April 2005
Ameritrade March 2000 - January 2003
Financial Passport, Inc. (acquired by Ameritrade) September 1999 - March 2000
Skills
Claims Management, Claim, Property & Casualty..., Insurance, Leadership, Umbrella Insurance, Casualty, Commercial Insurance, Process Improvement, New Business Development, Operations Management, Liability, General Insurance, Legal Liability, Litigation Management, Strategic Planning, Management, Subrogation, Customer Satisfaction, Property Damage, Negotiation, Training, Team Building, Commercial Lines, Liability Analysis, Workers Compensation, Casualty Insurance, Start-ups, Marketing, Sales Management, Sales
Education
California State University-Northridge 1986 — 1991
BA, Communication
MICHAEL J GRASSO's Ameritrade Experience October 1999 - October 2003
Job CISCO VOICE ENGINEER
Industry Information Technology and Services
Experience
Insight April 2007 - June 2011
International Fund Services (Ireland) Ltd, A State Street Company April 2003 - April 2007
Datek Online October 1999 - October 2003
Ameritrade October 1999 - October 2003
Skills
Cisco, Telecommunications, VoIP, Troubleshooting, PBX, Network Administration, Microsoft Technologies, Cabling, IT Operations, Wireless Networking, Technical Staff..., IT Service Management, Service Delivery, BPO, Network Operations, Pre-sales Technical..., Post-sales Support, Cisco Call Manager, Unified Communications, Virtualization, Cisco IOS, Managed Services, SIP, Networking
Education
Middlesex County College 1993 — 1995
Kingsborough Community College
Insight April 2007 - June 2011
International Fund Services (Ireland) Ltd, A State Street Company April 2003 - April 2007
Datek Online October 1999 - October 2003
Ameritrade October 1999 - October 2003
Skills
Cisco, Telecommunications, VoIP, Troubleshooting, PBX, Network Administration, Microsoft Technologies, Cabling, IT Operations, Wireless Networking, Technical Staff..., IT Service Management, Service Delivery, BPO, Network Operations, Pre-sales Technical..., Post-sales Support, Cisco Call Manager, Unified Communications, Virtualization, Cisco IOS, Managed Services, SIP, Networking
Education
Middlesex County College 1993 — 1995
Kingsborough Community College
Joel Sodervick's Ameritrade Experience 1994 - 1997
Job Lead Engineer at USSTRATCOM
Industry Computer & Network Security
Experience
USSTRATCOM 2008 - Present
MTC Technologies February 2004 - March 2008
First National Merchant Solutions 2002 - 2003
RJT.COM/TD Waterhouse 2000 - 2002
American Medical Security 1997 - 2000
Ameritrade 1994 - 1997
Bellevue University 1992 - 1994
US Air Force 1983 - 1992
Skills
Integration, Security, Data Center, Information Assurance, Project Management, System Administration, Operating Systems, Project Planning, Analysis, Telecommunications, Network Administration, DoD, CISSP, Computer Security, Troubleshooting, Security+, Networking, Air Force, Military, System Architecture, Network Security, Team Leadership, Process Improvement, Systems Engineering, Program Management, VMware, SharePoint, Requirements Analysis, Disaster Recovery, Security Clearance, Information Security, Defense, Top Secret, National Security, Testing, Unix, Vulnerability Assessment, C4ISR, DIACAP
Education
Bellevue University
Master of Science, Security Management
Bellevue University
BS, Business Administration of Technical Services
University of Nebraska at Omaha
Graduate Certificate, Global Information Operations
USSTRATCOM 2008 - Present
MTC Technologies February 2004 - March 2008
First National Merchant Solutions 2002 - 2003
RJT.COM/TD Waterhouse 2000 - 2002
American Medical Security 1997 - 2000
Ameritrade 1994 - 1997
Bellevue University 1992 - 1994
US Air Force 1983 - 1992
Skills
Integration, Security, Data Center, Information Assurance, Project Management, System Administration, Operating Systems, Project Planning, Analysis, Telecommunications, Network Administration, DoD, CISSP, Computer Security, Troubleshooting, Security+, Networking, Air Force, Military, System Architecture, Network Security, Team Leadership, Process Improvement, Systems Engineering, Program Management, VMware, SharePoint, Requirements Analysis, Disaster Recovery, Security Clearance, Information Security, Defense, Top Secret, National Security, Testing, Unix, Vulnerability Assessment, C4ISR, DIACAP
Education
Bellevue University
Master of Science, Security Management
Bellevue University
BS, Business Administration of Technical Services
University of Nebraska at Omaha
Graduate Certificate, Global Information Operations
Joseph Bucantis's Ameritrade Experience January 2002 - June 2005
Job Manager, Business Risk and Controls at HSBC
Industry Financial Services
Experience
HSBC March 2013 - Present
JPMorgan Chase October 2011 - March 2013
Ceridian Benefits Services January 2009 - October 2011
CERIDIAN BENEFITS SERVICES October 2006 - December 2008
MetLife January 2004 - October 2006
Ameritrade January 2002 - June 2005
MetLife May 1999 - September 2001
PaineWebber August 1987 - May 1999
Skills
Auditing, Analysis
Education
East Stroudsburg University of Pennsylvania
BA, Economics
HSBC March 2013 - Present
JPMorgan Chase October 2011 - March 2013
Ceridian Benefits Services January 2009 - October 2011
CERIDIAN BENEFITS SERVICES October 2006 - December 2008
MetLife January 2004 - October 2006
Ameritrade January 2002 - June 2005
MetLife May 1999 - September 2001
PaineWebber August 1987 - May 1999
Skills
Auditing, Analysis
Education
East Stroudsburg University of Pennsylvania
BA, Economics
Dave Echternach's Ameritrade Experience 1999 - 2001
Job Advisory Director at KPMG
Industry Management Consulting
Experience
KPMG October 2014 - Present
KPMG June 2010 - October 2014
KPMG November 2007 - June 2010
KPMG August 2005 - November 2007
Ameritrade 1999 - 2001
Skills
IT Audit, Auditing, Project Management, Risk Management, Information Technology, Sarbanes-Oxley Act, Business Process..., Management, IT Strategy, Program Management, Governance, Process Improvement, Enterprise Risk..., Management Consulting
Education
The University of Texas at Arlington 2002 — 2004
BA, Interdisciplinary Studies
University of Nebraska at Omaha 1998 — 1999
Criminal Justice
KPMG October 2014 - Present
KPMG June 2010 - October 2014
KPMG November 2007 - June 2010
KPMG August 2005 - November 2007
Ameritrade 1999 - 2001
Skills
IT Audit, Auditing, Project Management, Risk Management, Information Technology, Sarbanes-Oxley Act, Business Process..., Management, IT Strategy, Program Management, Governance, Process Improvement, Enterprise Risk..., Management Consulting
Education
The University of Texas at Arlington 2002 — 2004
BA, Interdisciplinary Studies
University of Nebraska at Omaha 1998 — 1999
Criminal Justice
Wayne Avren's Ameritrade Experience January 1999 - November 2000
Job Sales Specialist Hardware at Elekta
Industry Medical Devices
Experience
Elekta November 2000 - Present
Ameritrade January 1999 - November 2000
United States Air Force February 1993 - January 1999
Skills
Radiation Oncology, Medical Imaging, Medical Devices, Imaging, Oncology, Managerial Experience, Customer Service, Radiation Therapy, Capital Equipment, MRI, DICOM, PACS, Digital Imaging, X-ray, Hardware Diagnostics, Electronics, Radiology, Management, Product Launch
Education
Bellevue University 1996 — 1998
BSc, Business, Dean's list
Community College of the Air Force 1995 — 1996
Associate of Arts and Sciences (AAS), Electronic Systems Technology
Elekta November 2000 - Present
Ameritrade January 1999 - November 2000
United States Air Force February 1993 - January 1999
Skills
Radiation Oncology, Medical Imaging, Medical Devices, Imaging, Oncology, Managerial Experience, Customer Service, Radiation Therapy, Capital Equipment, MRI, DICOM, PACS, Digital Imaging, X-ray, Hardware Diagnostics, Electronics, Radiology, Management, Product Launch
Education
Bellevue University 1996 — 1998
BSc, Business, Dean's list
Community College of the Air Force 1995 — 1996
Associate of Arts and Sciences (AAS), Electronic Systems Technology
Geri Gilbreath's Ameritrade Experience 1990 - 1995
Job Triage Pharmacy Technician at Omnicare Nebraska
Industry Financial Services
Experience
Omnicare Nebraska January 2012 - Present
Omnicare Nebraska January 2012 - April 2012
Bank of the West December 2006 - December 2011
Securities America February 2005 - June 2007
TD Ameritrade January 1997 - January 2004
Ameritas January 1996 - January 1997
Commercial Federal Bank January 1985 - January 1996
Ameritrade 1990 - 1995
Skills
Investments, Loans, Financial Services, Credit Cards, Customer Service, Sales, Employee Training
Education
Everest University-Tampa 2012 — 2014
Associate's Degree, Business Administration and Management, General, 3.7
University Nebraska Omaha 1981 — 1983
Business Administration and Management, General
D J Gross High School 1978 — 1981
diploma, General Studies
Omnicare Nebraska January 2012 - Present
Omnicare Nebraska January 2012 - April 2012
Bank of the West December 2006 - December 2011
Securities America February 2005 - June 2007
TD Ameritrade January 1997 - January 2004
Ameritas January 1996 - January 1997
Commercial Federal Bank January 1985 - January 1996
Ameritrade 1990 - 1995
Skills
Investments, Loans, Financial Services, Credit Cards, Customer Service, Sales, Employee Training
Education
Everest University-Tampa 2012 — 2014
Associate's Degree, Business Administration and Management, General, 3.7
University Nebraska Omaha 1981 — 1983
Business Administration and Management, General
D J Gross High School 1978 — 1981
diploma, General Studies
DAndra Derr's Ameritrade Experience April 1999 - January 2001
Job Owner/Operator at My Pixie Girl's Ruffles
Industry Arts and Crafts
Experience
My Pixie Girl's Ruffles November 2010 - Present
Ameritrade April 1999 - January 2001
Skills
Design Custom Boutique..., Machine Embroidery, Custom Boutique..., Embroidery, Visual Arts, Sewing, Fashion, Customer Service, Apparel, Craft, Management, Event Management, Entrepreneurship, Social Networking, Marketing, Social Media, Team Building, Retail, Sales, Small Business
Education
Northwest Missouri State University 1991 — 1993
Business Administration and Management, General
My Pixie Girl's Ruffles November 2010 - Present
Ameritrade April 1999 - January 2001
Skills
Design Custom Boutique..., Machine Embroidery, Custom Boutique..., Embroidery, Visual Arts, Sewing, Fashion, Customer Service, Apparel, Craft, Management, Event Management, Entrepreneurship, Social Networking, Marketing, Social Media, Team Building, Retail, Sales, Small Business
Education
Northwest Missouri State University 1991 — 1993
Business Administration and Management, General
Rod Hackett's Ameritrade Experience 1998 - 2001
Job l
Industry Law Enforcement
Experience
Walgreens 2006 - Present
Trans Mid-America May 2006 - April 2010
ameritrade 1998 - 2001
ameritrade 1998 - 2001
Education
University of Nebraska at Omaha 1987 — 1991
BSBA, Finance
Southeast Community College 1983 — 1986
AAS, Electronics
Walgreens 2006 - Present
Trans Mid-America May 2006 - April 2010
ameritrade 1998 - 2001
ameritrade 1998 - 2001
Education
University of Nebraska at Omaha 1987 — 1991
BSBA, Finance
Southeast Community College 1983 — 1986
AAS, Electronics
Jessica Dravida's Ameritrade Experience October 1999 - February 2000
Job Chief Executive at Dravida Consulting, LLC
Industry Information Technology and Services
Experience
Maryland State Department of Education March 2012 - Present
Polka Dot Sky Publishing & Software August 2010 - Present
Dravida Consulting, LLC February 2009 - Present
Maryland Health Benefit Exchange May 2014 - February 2015
District of Columbia Public Schools (DCPS) 2009 - 2012
Freelance Consulting May 2005 - February 2009
Interpro BPS (Intraforce, HR Tech) February 2000 - May 2005
Ameritrade October 1999 - February 2000
RWD Technologies May 1997 - October 1999
Freelance January 1995 - May 1997
Skills
Business Process, Project Management, Program Management, Strategic Planning, Management, Analysis, Consulting, Testing, Requirements Analysis, Business Process Design, Vendor Management, Strategy, Business Process..., Integration, Management Consulting, Business Analysis, Change Management, Business Intelligence, Professional Development, Meeting Facilitation, Balanced Scorecard, Data Governance, Front-end Development, Usability, Leadership, SDLC, IT Strategy
Education
Goucher College 1991 — 1995
BA cum laude, Computer Music
Maryland State Department of Education March 2012 - Present
Polka Dot Sky Publishing & Software August 2010 - Present
Dravida Consulting, LLC February 2009 - Present
Maryland Health Benefit Exchange May 2014 - February 2015
District of Columbia Public Schools (DCPS) 2009 - 2012
Freelance Consulting May 2005 - February 2009
Interpro BPS (Intraforce, HR Tech) February 2000 - May 2005
Ameritrade October 1999 - February 2000
RWD Technologies May 1997 - October 1999
Freelance January 1995 - May 1997
Skills
Business Process, Project Management, Program Management, Strategic Planning, Management, Analysis, Consulting, Testing, Requirements Analysis, Business Process Design, Vendor Management, Strategy, Business Process..., Integration, Management Consulting, Business Analysis, Change Management, Business Intelligence, Professional Development, Meeting Facilitation, Balanced Scorecard, Data Governance, Front-end Development, Usability, Leadership, SDLC, IT Strategy
Education
Goucher College 1991 — 1995
BA cum laude, Computer Music
Linda Searcy's Ameritrade Experience January 1996 - January 1997
Job President Founder at Global Capital Funding NY, LLC
Industry Capital Markets
Experience
Global Capital Funding NY, LLC. October 2011 - Present
Global Capital Funding NY, LLC January 2009 - Present
Wells Fargo Private Mortgage Bank March 2006 - April 2008
Wells Fargo Private Mortgage Bank March 2006 - April 2008
CITIMORTGAGE / CITIGROUP April 2003 - March 2006
CABOTO USA / BANCA INTESA November 1997 - February 2003
CABOTO USA January 1998 - January 2003
Global Equities January 1997 - January 1999
Ameritrade January 1996 - January 1997
Milan Stock Exchange January 1993 - January 1995
Skills
Mortgage Lending, Loans, Investments, Portfolio Management, Banking, Series 7, Strategy, Residential Mortgages, Real Estate, Mortgage Banking, Mergers, Management, Loan Origination, Investors, Investment Properties, Investment Banking, Funding, Finance, Equities, Commercial Real Estate, Commercial Lending, Budgets, Brokerage, Financial Services, Credit, Real Estate Economics, Financial Analysis
Education
New York University 2001 — 2002
Bachelor of Arts, Journalism
Luigi Bocconi University 1985 — 1990
MD, Economics
Luigi Bocconi University 1983 — 1990
Bachelor of Arts, Finance & Economics
Global Capital Funding NY, LLC. October 2011 - Present
Global Capital Funding NY, LLC January 2009 - Present
Wells Fargo Private Mortgage Bank March 2006 - April 2008
Wells Fargo Private Mortgage Bank March 2006 - April 2008
CITIMORTGAGE / CITIGROUP April 2003 - March 2006
CABOTO USA / BANCA INTESA November 1997 - February 2003
CABOTO USA January 1998 - January 2003
Global Equities January 1997 - January 1999
Ameritrade January 1996 - January 1997
Milan Stock Exchange January 1993 - January 1995
Skills
Mortgage Lending, Loans, Investments, Portfolio Management, Banking, Series 7, Strategy, Residential Mortgages, Real Estate, Mortgage Banking, Mergers, Management, Loan Origination, Investors, Investment Properties, Investment Banking, Funding, Finance, Equities, Commercial Real Estate, Commercial Lending, Budgets, Brokerage, Financial Services, Credit, Real Estate Economics, Financial Analysis
Education
New York University 2001 — 2002
Bachelor of Arts, Journalism
Luigi Bocconi University 1985 — 1990
MD, Economics
Luigi Bocconi University 1983 — 1990
Bachelor of Arts, Finance & Economics
Niles Trip's Ameritrade Experience February 2000 - August 2007
Job Jr. Equity Analyst at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial August 2007 - Present
Ameritrade February 2000 - August 2007
Skills
Series 7, Series 63, Equity Trading, Financial Analysis
Education
University of Minnesota-Twin Cities 1995 — 2000
Bachelor's degree, Business Administration
Wells Fargo Financial August 2007 - Present
Ameritrade February 2000 - August 2007
Skills
Series 7, Series 63, Equity Trading, Financial Analysis
Education
University of Minnesota-Twin Cities 1995 — 2000
Bachelor's degree, Business Administration
Gregory Gallup's Ameritrade Experience December 1998 - April 2001
Job Credit Union manager at Greater Iowa Credit Union
Industry Banking
Experience
Greater Iowa Credit Union October 2007 - Present
Bank of the West May 2001 - May 2007
Ameritrade December 1998 - April 2001
Skills
Sales, Consumer Lending, Mortgage Lending, Small Business Lending, Management, Compliance
Education
Bellevue University 1998 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Nebraska-Lincoln 1989 — 1995
Business Management
Greater Iowa Credit Union October 2007 - Present
Bank of the West May 2001 - May 2007
Ameritrade December 1998 - April 2001
Skills
Sales, Consumer Lending, Mortgage Lending, Small Business Lending, Management, Compliance
Education
Bellevue University 1998 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Nebraska-Lincoln 1989 — 1995
Business Management
KORI FANNING's Ameritrade Experience October 1997 - May 2001
Job Trust Operations Specialist at Cornerstone Bank
Industry
Experience
Cornerstone Bank February 2011 - Present
SAIC May 2001 - January 2005
Ameritrade October 1997 - May 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Northwest Missouri State University 1991 — 1995
Bachelor of Science (BS), Finance, General
Stromsburg high School 1987 — 1991
Cornerstone Bank February 2011 - Present
SAIC May 2001 - January 2005
Ameritrade October 1997 - May 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Northwest Missouri State University 1991 — 1995
Bachelor of Science (BS), Finance, General
Stromsburg high School 1987 — 1991
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.