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
Jeffrey Guenin Jeffrey Guenin's Ameritrade Experience September 2004 - May 2005
Job Professional Services Consultant II at CSG International
Industry Computer Software
Experience
CSG International January 2010 - Present
CSG International July 2009 - December 2009
CSG International April 2006 - July 2009
Ameritrade September 2004 - May 2005
State of Nebraska August 2000 - August 2003
Skills
Outstanding..., Training, Supervisory Experience, Presentation Development, Oral & Written..., Customer Service, Customer Satisfaction, Project Management, Educational Consulting, Business Analysis
Education
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
CSG International January 2010 - Present
CSG International July 2009 - December 2009
CSG International April 2006 - July 2009
Ameritrade September 2004 - May 2005
State of Nebraska August 2000 - August 2003
Skills
Outstanding..., Training, Supervisory Experience, Presentation Development, Oral & Written..., Customer Service, Customer Satisfaction, Project Management, Educational Consulting, Business Analysis
Education
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Nichol Case's Ameritrade Experience 1999 - 2000
Job Capure Director Health/Civil at SRA International
Industry Health, Wellness and Fitness
Experience
SRA International February 2015 - Present
iNsight March 2013 - Present
HVHC Inc., A Highmark Company November 2011 - January 2013
Ellumen June 2010 - October 2011
SAIC August 2004 - June 2010
House of Brick Technologies 2001 - 2003
Ameritrade 1999 - 2000
CSG Systems 1995 - 1997
Intellitek 1993 - 1995
Perfect Byte Inc. 1990 - 1993
Skills
DoD, Government Contracting, Strategic Planning, Healthcare Information..., Program Management, Information Technology, Applications Software..., SDLC, Requirements Analysis, Process Improvement, Business Process..., Cross-functional Team..., Enterprise Architecture, Management, Integration, SharePoint, Strategy, CRM, Leadership, Enterprise Software, Business Development, Analysis, Proposal Writing, Business Analysis, Project Management, Project Planning, PMO, Training, PMP, Testing, Consulting, IT Strategy, Security Clearance, Business Intelligence, Vendor Management, Quality Assurance, Executive Management, Professional Services, Project Portfolio..., SaaS, Security, Cloud Computing, Resource Management, Change Management, IT Management, Team Leadership, Military, Team Building, Government, Visio
Education
University of Phoenix 2007 — 2009
MBA, Business Administration and Management, General
University of Nebraska at Omaha 1989 — 1992
BA, Political Science
SRA International February 2015 - Present
iNsight March 2013 - Present
HVHC Inc., A Highmark Company November 2011 - January 2013
Ellumen June 2010 - October 2011
SAIC August 2004 - June 2010
House of Brick Technologies 2001 - 2003
Ameritrade 1999 - 2000
CSG Systems 1995 - 1997
Intellitek 1993 - 1995
Perfect Byte Inc. 1990 - 1993
Skills
DoD, Government Contracting, Strategic Planning, Healthcare Information..., Program Management, Information Technology, Applications Software..., SDLC, Requirements Analysis, Process Improvement, Business Process..., Cross-functional Team..., Enterprise Architecture, Management, Integration, SharePoint, Strategy, CRM, Leadership, Enterprise Software, Business Development, Analysis, Proposal Writing, Business Analysis, Project Management, Project Planning, PMO, Training, PMP, Testing, Consulting, IT Strategy, Security Clearance, Business Intelligence, Vendor Management, Quality Assurance, Executive Management, Professional Services, Project Portfolio..., SaaS, Security, Cloud Computing, Resource Management, Change Management, IT Management, Team Leadership, Military, Team Building, Government, Visio
Education
University of Phoenix 2007 — 2009
MBA, Business Administration and Management, General
University of Nebraska at Omaha 1989 — 1992
BA, Political Science
David Oden's Ameritrade Experience September 2005 - June 2006
Job Mortgage Consultant NMLS 1198002
Industry Real Estate
Experience
TexasLending.com NMLS # 137773 July 2014 - Present
Van Hyundai January 2014 - June 2014
TD Ameritrade February 2011 - January 2014
Texas Nissan of Grapevine January 2010 - January 2011
TD Ameritrade October 2007 - January 2010
North Texas Nissan June 2006 - September 2007
Ameritrade September 2005 - June 2006
Skills
Series 7, Series 66, Series 63, Series 65, Salesforce.com, Microsoft Office, Mutual Funds, ETFs, Finance, Investment Advisory, Retirement Planning, Trading, Uniform Combined State..., Wealth Management
Education
University of North Texas
Bachelor in Financial Services, Investments and Securities
TexasLending.com NMLS # 137773 July 2014 - Present
Van Hyundai January 2014 - June 2014
TD Ameritrade February 2011 - January 2014
Texas Nissan of Grapevine January 2010 - January 2011
TD Ameritrade October 2007 - January 2010
North Texas Nissan June 2006 - September 2007
Ameritrade September 2005 - June 2006
Skills
Series 7, Series 66, Series 63, Series 65, Salesforce.com, Microsoft Office, Mutual Funds, ETFs, Finance, Investment Advisory, Retirement Planning, Trading, Uniform Combined State..., Wealth Management
Education
University of North Texas
Bachelor in Financial Services, Investments and Securities
Steven Chuck Bates Steven Chuck Bates's Ameritrade Experience 1997 - 2001
Job Bridgeway Capital Management
Industry Financial Services
Experience
Bridgeway Capital Management Inc December 2010 - Present
Bridgeway Capital Management Inc March 2004 - November 2010
Direct Trading 2001 - 2004
Ameritrade 1997 - 2001
Education
University of Nebraska-Lincoln 1993 — 1997
Economics
Bridgeway Capital Management Inc December 2010 - Present
Bridgeway Capital Management Inc March 2004 - November 2010
Direct Trading 2001 - 2004
Ameritrade 1997 - 2001
Education
University of Nebraska-Lincoln 1993 — 1997
Economics
Sara Farrier Sara Farrier's Ameritrade Experience October 1999 - February 2000
Job Financial/Credit Analyst
Industry Financial Services
Experience
Harley-Davidson Financial Services 2012 - March 2014
ViewPoint Bank 2011 - 2011
PlainsCapital Bank April 2002 - October 2010
PlainsCapital Bank July 2005 - June 2006
PlainsCapital Bank April 2003 - June 2005
PlainsCapital Corporation April 2002 - March 2003
Springbow Solutions February 2000 - December 2000
Ameritrade October 1999 - February 2000
Federal Express February 1999 - October 1999
Red2000 Local ISP - Mazatlan, MX June 1996 - December 1996
Skills
Loans, Credit, Finance, Credit Risk, Financial Analysis, Financial Risk, Commercial Mortgages, Analysis, Financial Services, Funding, Real Estate, Financial Statement..., Credit Analysis, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Loan Origination, Mortgage Lending, Small Business Lending, Risk Management, Asset Based Lending, Lines Of Credit, Cash Flow Forecasting, Relationship Management
Education
Instituto Tecnologico y de Estudios Superiores de
University of North Texas
Bachelor of Arts, Spanish
Harley-Davidson Financial Services 2012 - March 2014
ViewPoint Bank 2011 - 2011
PlainsCapital Bank April 2002 - October 2010
PlainsCapital Bank July 2005 - June 2006
PlainsCapital Bank April 2003 - June 2005
PlainsCapital Corporation April 2002 - March 2003
Springbow Solutions February 2000 - December 2000
Ameritrade October 1999 - February 2000
Federal Express February 1999 - October 1999
Red2000 Local ISP - Mazatlan, MX June 1996 - December 1996
Skills
Loans, Credit, Finance, Credit Risk, Financial Analysis, Financial Risk, Commercial Mortgages, Analysis, Financial Services, Funding, Real Estate, Financial Statement..., Credit Analysis, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Loan Origination, Mortgage Lending, Small Business Lending, Risk Management, Asset Based Lending, Lines Of Credit, Cash Flow Forecasting, Relationship Management
Education
Instituto Tecnologico y de Estudios Superiores de
University of North Texas
Bachelor of Arts, Spanish
Stan Plebanek Stan Plebanek's Ameritrade Experience October 1996 - January 2001
Job Associate Broker at Nebraska Realty
Industry Real Estate
Experience
Nebraska Realty April 2008 - Present
ConAgra Foods July 2002 - Present
Ameritrade October 1996 - January 2001
Sitel January 1996 - October 1996
Skills
Brokerage, Real Estate, Investment Properties, Investments, Property Management, Financial Analysis, Due Diligence, Contract Negotiation, Selling, Budgets, Real Estate Economics, Negotiation, Sales, Valuation, Lease Negotiations, Loans, Finance, Analysis
Education
Randall School of Real Estate 2007 — 2008
Designation, NE Broker's License 2008
University of Nebraska-Lincoln 1990 — 1996
BS, Finance
Central Community College - Platte Campus 1991 — 1993
None, General
Nebraska Realty April 2008 - Present
ConAgra Foods July 2002 - Present
Ameritrade October 1996 - January 2001
Sitel January 1996 - October 1996
Skills
Brokerage, Real Estate, Investment Properties, Investments, Property Management, Financial Analysis, Due Diligence, Contract Negotiation, Selling, Budgets, Real Estate Economics, Negotiation, Sales, Valuation, Lease Negotiations, Loans, Finance, Analysis
Education
Randall School of Real Estate 2007 — 2008
Designation, NE Broker's License 2008
University of Nebraska-Lincoln 1990 — 1996
BS, Finance
Central Community College - Platte Campus 1991 — 1993
None, General
Josh Carpenter Josh Carpenter's Ameritrade Experience 1997 - 2001
Job Technical Support Manager at Home Instead Senior Care
Industry Information Technology and Services
Experience
Home Instead Senior Care September 2014 - Present
Home Instead Senior Care March 2004 - September 2014
InfoUSA January 2002 - 2004
Ameritrade 1997 - 2001
Skills
Customer Relations, Team Building, Team Leadership, Microsoft Office, Budgeting, Troubleshooting, Disaster Recovery, Process Improvement, Customer Service, Strategic Planning, Operations Management, Contract Negotiation, Agile, Windows, Change Management, Visio, Outlook, Vendor Relations, Word, Excel, PowerPoint, Vendor Management, Agile Methodologies, Budgets, Leadership, CRM, Account Management, Coaching, Project Management, Program Management, Public Speaking, MS Project, Healthcare, Management, ITIL, Business Analysis, Analysis, Quality Assurance, Time Management, Software Documentation, Project Planning
Education
University of Nebraska-Lincoln 1991 — 1996
Bachelor of Journalism, Advertising
Home Instead Senior Care September 2014 - Present
Home Instead Senior Care March 2004 - September 2014
InfoUSA January 2002 - 2004
Ameritrade 1997 - 2001
Skills
Customer Relations, Team Building, Team Leadership, Microsoft Office, Budgeting, Troubleshooting, Disaster Recovery, Process Improvement, Customer Service, Strategic Planning, Operations Management, Contract Negotiation, Agile, Windows, Change Management, Visio, Outlook, Vendor Relations, Word, Excel, PowerPoint, Vendor Management, Agile Methodologies, Budgets, Leadership, CRM, Account Management, Coaching, Project Management, Program Management, Public Speaking, MS Project, Healthcare, Management, ITIL, Business Analysis, Analysis, Quality Assurance, Time Management, Software Documentation, Project Planning
Education
University of Nebraska-Lincoln 1991 — 1996
Bachelor of Journalism, Advertising
Susan Knutzen Susan Knutzen's Ameritrade Experience 1992 - 1996
Job Online Marketing & Advertising
Industry Marketing and Advertising
Experience
Lightening Media 2012 - Present
Ameritas Investment Corp. 2001 - 2010
Sitel 1996 - 1999
Ameritrade 1992 - 1996
Skills
Online Marketing, Online Advertising, Social Media Marketing, Website Promotion, Blog Marketing, Search Engine Ranking, SEO, Customer Service, Social Media, Internet Strategy, Facebook, Email Marketing, Marketing, Strategic Planning
Education
University of Nebraska-Lincoln 1980 — 1982
Community & Regional Planning
University of Nebraska at Omaha 1975 — 1979
B.S., Public Administration
Lightening Media 2012 - Present
Ameritas Investment Corp. 2001 - 2010
Sitel 1996 - 1999
Ameritrade 1992 - 1996
Skills
Online Marketing, Online Advertising, Social Media Marketing, Website Promotion, Blog Marketing, Search Engine Ranking, SEO, Customer Service, Social Media, Internet Strategy, Facebook, Email Marketing, Marketing, Strategic Planning
Education
University of Nebraska-Lincoln 1980 — 1982
Community & Regional Planning
University of Nebraska at Omaha 1975 — 1979
B.S., Public Administration
Andrew Pool, CFP®'s Ameritrade Experience 1999 - 2002
Job Financial Advisor at R² Wealth Management Partners
Industry Financial Services
Experience
R² Wealth Management Partners April 2014 - Present
FSC Securities March 2006 - Present
Edward Jones March 2003 - March 2006
Allstate Financial June 2001 - March 2003
Ameritrade 1999 - 2002
Ameritrade 1999 - 2002
Ameritrade 1999 - 2002
Skills
Investments, Investment Advisory, Retirement, Securities, Alternative Investments, Series 7, Asset Allocation, Wealth Management, Mutual Funds, Financial Advisory, Investment Management, Financial Planners, IRAs, 401k Rollovers, Retirement Planning, Finance, Asset Management, Portfolio Management, Estate Planning, Financial Analysis, Investment Strategies, Equities, Series 63, Series 24, Uniform Combined State..., Investment Planning, Insurance Planning
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science (BS), Finance and Economics
R² Wealth Management Partners April 2014 - Present
FSC Securities March 2006 - Present
Edward Jones March 2003 - March 2006
Allstate Financial June 2001 - March 2003
Ameritrade 1999 - 2002
Ameritrade 1999 - 2002
Ameritrade 1999 - 2002
Skills
Investments, Investment Advisory, Retirement, Securities, Alternative Investments, Series 7, Asset Allocation, Wealth Management, Mutual Funds, Financial Advisory, Investment Management, Financial Planners, IRAs, 401k Rollovers, Retirement Planning, Finance, Asset Management, Portfolio Management, Estate Planning, Financial Analysis, Investment Strategies, Equities, Series 63, Series 24, Uniform Combined State..., Investment Planning, Insurance Planning
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science (BS), Finance and Economics
Jeremy Simpson Jeremy Simpson's Ameritrade Experience May 1998 - January 1999
Job Sales and Marketing Manager at Magnum Products, Inc.
Industry Computer Hardware
Experience
Magnum Products, Inc. October 2002 - Present
Rush Business Solutions April 2011 - Present
MID:COM October 2002 - Present
Vermeer Manufacturing August 2000 - October 2002
Kiewit October 1999 - August 2000
Kiewit February 1999 - October 1999
Ameritrade May 1998 - January 1999
Skills
Product Management, Marketing Strategy, CRM, Sales Management, Negotiation, Strategic Planning, New Business Development, Account Management, Business Strategy, Contract Negotiation, Customer Service, Direct Sales, Sales Operations, Salesforce.com, Adobe Creative Suite, Fantasy Football, Operations Management, Cold Calling, Forecasting, Solution Selling, Start-ups, Project Management, Management, Team Building, Marketing, Team Leadership, Process Improvement, Advertising, SaaS, Coaching, Online Advertising, Marketing Communications, Project Planning, Strategy, Microsoft Office, Purchasing, Change Management, Social Media Marketing, Business Planning, B2B, Leadership
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science in Business Administration, Finance
Magnum Products, Inc. October 2002 - Present
Rush Business Solutions April 2011 - Present
MID:COM October 2002 - Present
Vermeer Manufacturing August 2000 - October 2002
Kiewit October 1999 - August 2000
Kiewit February 1999 - October 1999
Ameritrade May 1998 - January 1999
Skills
Product Management, Marketing Strategy, CRM, Sales Management, Negotiation, Strategic Planning, New Business Development, Account Management, Business Strategy, Contract Negotiation, Customer Service, Direct Sales, Sales Operations, Salesforce.com, Adobe Creative Suite, Fantasy Football, Operations Management, Cold Calling, Forecasting, Solution Selling, Start-ups, Project Management, Management, Team Building, Marketing, Team Leadership, Process Improvement, Advertising, SaaS, Coaching, Online Advertising, Marketing Communications, Project Planning, Strategy, Microsoft Office, Purchasing, Change Management, Social Media Marketing, Business Planning, B2B, Leadership
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science in Business Administration, Finance
John Vipond John Vipond's Ameritrade Experience 1987 - 1990
Job Product Consultant III at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC May 2000 - Present
Raymond James Financial, Inc. 1999 - 2000
Kirkpatrick Pettis 1990 - 1999
Ameritrade 1987 - 1990
Skills
Series 7, Series 63, Sales Presentations, Organization Skills, Training & Development, Design Research, Account Management, Marketing Communications, Operational Planning
Education
University of Nebraska-Lincoln 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
Cathedral High School, Omaha Ne
Securities America, Inc. Member FINRA/SIPC May 2000 - Present
Raymond James Financial, Inc. 1999 - 2000
Kirkpatrick Pettis 1990 - 1999
Ameritrade 1987 - 1990
Skills
Series 7, Series 63, Sales Presentations, Organization Skills, Training & Development, Design Research, Account Management, Marketing Communications, Operational Planning
Education
University of Nebraska-Lincoln 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
Cathedral High School, Omaha Ne
Chris Sommers Chris Sommers's Ameritrade Experience January 2006 - May 2006
Job Managed Accounts Specialist at COR Clearing
Industry Financial Services
Experience
COR Clearing January 2015 - Present
American Red Cross November 2013 - January 2015
American Red Cross May 2012 - November 2013
American Red Cross May 2010 - May 2011
PM Financial March 2009 - May 2011
Securities America February 2008 - October 2008
Securities America November 2007 - February 2008
Securities America May 2006 - November 2007
Ameritrade January 2006 - May 2006
Ameritrade July 2004 - January 2006
Skills
Microsoft Excel, PowerPoint, Problem Solving, Call Center, Sales, Operations Management, Account Management, Sales Management, Quality Assurance, Financial Audits, Team Building, Business Coaching, Training, Retirement Plan..., Cash Flow Forecasting, Financial Reporting, Report Writing, Forms Development, Team Management, Financial Research, Financial Markets, Insurance, Call Centers, Customer Service
Education
University of Nebraska-Lincoln 1991 — 1995
BSBA, Finance
Creighton Prep
COR Clearing January 2015 - Present
American Red Cross November 2013 - January 2015
American Red Cross May 2012 - November 2013
American Red Cross May 2010 - May 2011
PM Financial March 2009 - May 2011
Securities America February 2008 - October 2008
Securities America November 2007 - February 2008
Securities America May 2006 - November 2007
Ameritrade January 2006 - May 2006
Ameritrade July 2004 - January 2006
Skills
Microsoft Excel, PowerPoint, Problem Solving, Call Center, Sales, Operations Management, Account Management, Sales Management, Quality Assurance, Financial Audits, Team Building, Business Coaching, Training, Retirement Plan..., Cash Flow Forecasting, Financial Reporting, Report Writing, Forms Development, Team Management, Financial Research, Financial Markets, Insurance, Call Centers, Customer Service
Education
University of Nebraska-Lincoln 1991 — 1995
BSBA, Finance
Creighton Prep
Norman Kromberg's Ameritrade Experience May 2004 - July 2004
Job Vice President, Global Information Security at ACI Worldwide
Industry Information Technology and Services
Experience
ACI Worldwide July 2012 - Present
Alliance Data July 2010 - July 2012
West Interactive July 2009 - July 2010
West Interactive November 2007 - July 2009
Acxiom Corporation November 2004 - September 2007
BKD LLP August 2004 - November 2004
Ameritrade May 2004 - July 2004
First Data Corporation February 1996 - April 2004
First National Bank of Omaha October 1995 - February 1996
FirsTier Financial June 1994 - October 1995
Skills
Information Technology..., Security, IT Strategy, COBIT, ITIL, Compliance, Governance, Risk Assessment, Testing, Offshore Management, FFIEC, Risk Mitigation, IT Governance, SOX, CISA, HIPAA, SAS70, Information Security..., Compliance Management, Business Continuity, Risk Management, Business Process..., Outsourcing, PCI DSS, Disaster Recovery, Process Improvement, IT Risk, PMO, Vendor Management, Audit, Enterprise Risk..., ISO 27001, Information Security..., IT Management, Project Portfolio..., Data Security, Data Privacy, Risk Analysis, IT Outsourcing, Security Audits, Compliance Audits, Security Awareness, Operational Risk..., Internal Audit, Application Security, Database Security, Computer Security, Information Security, Auditing, Sarbanes-Oxley Act
Education
University of Nebraska-Lincoln 1981 — 1985
BS, Finance and Management
ACI Worldwide July 2012 - Present
Alliance Data July 2010 - July 2012
West Interactive July 2009 - July 2010
West Interactive November 2007 - July 2009
Acxiom Corporation November 2004 - September 2007
BKD LLP August 2004 - November 2004
Ameritrade May 2004 - July 2004
First Data Corporation February 1996 - April 2004
First National Bank of Omaha October 1995 - February 1996
FirsTier Financial June 1994 - October 1995
Skills
Information Technology..., Security, IT Strategy, COBIT, ITIL, Compliance, Governance, Risk Assessment, Testing, Offshore Management, FFIEC, Risk Mitigation, IT Governance, SOX, CISA, HIPAA, SAS70, Information Security..., Compliance Management, Business Continuity, Risk Management, Business Process..., Outsourcing, PCI DSS, Disaster Recovery, Process Improvement, IT Risk, PMO, Vendor Management, Audit, Enterprise Risk..., ISO 27001, Information Security..., IT Management, Project Portfolio..., Data Security, Data Privacy, Risk Analysis, IT Outsourcing, Security Audits, Compliance Audits, Security Awareness, Operational Risk..., Internal Audit, Application Security, Database Security, Computer Security, Information Security, Auditing, Sarbanes-Oxley Act
Education
University of Nebraska-Lincoln 1981 — 1985
BS, Finance and Management
Steve Cudly's Ameritrade Experience February 1997 - August 2002
Job Engagement Manager at Benaissance
Industry Information Services
Experience
Benaissance January 2014 - Present
Benaissance December 2012 - December 2013
Luma Services April 2012 - December 2012
Blue Cross and Blue Shield of Nebraska April 2012 - December 2012
Physicians Mutual March 2010 - April 2012
Capstone Consulting 2010 - August 2010
Gallup January 2008 - 2009
The Gallup Organization 2007 - 2009
GoLeads January 2003 - January 2008
Ameritrade February 1997 - August 2002
Skills
Product Development, Process Analysis, Customer Service, Performance Management, Quality Assurance, Direct Marketing, Business Analysis, Process Improvement, Project Management, Change Management, Program Management, Team Building, Leadership, Business Process..., Management, Visio, Requirements Gathering, Agile Methodologies, Cross-functional Team..., Marketing, SDLC, Requirements Analysis, Risk Management, Project Portfolio..., Integration, PMP, Scrum, CRM, Business Intelligence, Software Documentation, Vendor Management
Education
Wayne State College 1991 — 1993
Bachelors
University of Nebraska-Lincoln 1989 — 1991
Transferred
Benaissance January 2014 - Present
Benaissance December 2012 - December 2013
Luma Services April 2012 - December 2012
Blue Cross and Blue Shield of Nebraska April 2012 - December 2012
Physicians Mutual March 2010 - April 2012
Capstone Consulting 2010 - August 2010
Gallup January 2008 - 2009
The Gallup Organization 2007 - 2009
GoLeads January 2003 - January 2008
Ameritrade February 1997 - August 2002
Skills
Product Development, Process Analysis, Customer Service, Performance Management, Quality Assurance, Direct Marketing, Business Analysis, Process Improvement, Project Management, Change Management, Program Management, Team Building, Leadership, Business Process..., Management, Visio, Requirements Gathering, Agile Methodologies, Cross-functional Team..., Marketing, SDLC, Requirements Analysis, Risk Management, Project Portfolio..., Integration, PMP, Scrum, CRM, Business Intelligence, Software Documentation, Vendor Management
Education
Wayne State College 1991 — 1993
Bachelors
University of Nebraska-Lincoln 1989 — 1991
Transferred
Rick Case, CSM's Ameritrade Experience July 1997 - June 2003
Job Scrum Master at Northern Natural Gas
Industry Information Technology and Services
Experience
Northern Natural Gas September 2013 - Present
Blue Cross and Blue Shield of Nebraska March 2012 - May 2013
Modis March 2009 - March 2012
Wells Fargo Financial November 2006 - February 2009
MediNotes, Inc. October 2004 - November 2006
Iowa Foundation for Medical Care October 2003 - June 2004
TD Ameritrade June 1998 - June 2003
Ameritrade July 1997 - June 2003
Sterling Software June 1991 - July 1998
U.S. Air Force January 1981 - February 1991
Skills
SDLC, Business Analysis, Vendor Management, PMO, Project Portfolio..., Visio, Process Improvement, Requirements Gathering, Software Project..., Requirements Analysis, Project Management, Agile Methodologies, Agile Project Management, Program Management, Business Process..., Leadership, Software Documentation, Management, Integration, Analysis, Databases, Project Planning, Software Development, MS Project, Product Management, Oracle, Scrum, Business Requirements, Business Process, Systems Analysis, SharePoint, IT Strategy, Business Intelligence
Education
Scrum Alliance 2009 — 2009
CSM
University of Phoenix 2004 — 2008
BS
Northern Natural Gas September 2013 - Present
Blue Cross and Blue Shield of Nebraska March 2012 - May 2013
Modis March 2009 - March 2012
Wells Fargo Financial November 2006 - February 2009
MediNotes, Inc. October 2004 - November 2006
Iowa Foundation for Medical Care October 2003 - June 2004
TD Ameritrade June 1998 - June 2003
Ameritrade July 1997 - June 2003
Sterling Software June 1991 - July 1998
U.S. Air Force January 1981 - February 1991
Skills
SDLC, Business Analysis, Vendor Management, PMO, Project Portfolio..., Visio, Process Improvement, Requirements Gathering, Software Project..., Requirements Analysis, Project Management, Agile Methodologies, Agile Project Management, Program Management, Business Process..., Leadership, Software Documentation, Management, Integration, Analysis, Databases, Project Planning, Software Development, MS Project, Product Management, Oracle, Scrum, Business Requirements, Business Process, Systems Analysis, SharePoint, IT Strategy, Business Intelligence
Education
Scrum Alliance 2009 — 2009
CSM
University of Phoenix 2004 — 2008
BS
Lisa Moore's Ameritrade Experience July 1999 - August 2001
Job
Industry Information Technology and Services
Experience
TD Ameritrade July 2008 - Present
MKS April 2007 - July 2008
MSI Systems Integrators April 2006 - April 2007
Conagra Foods March 2002 - April 2006
Ameritrade July 1999 - August 2001
Education
University of Nebraska at Omaha 1998 — 2002
Bachelors of Science
TD Ameritrade July 2008 - Present
MKS April 2007 - July 2008
MSI Systems Integrators April 2006 - April 2007
Conagra Foods March 2002 - April 2006
Ameritrade July 1999 - August 2001
Education
University of Nebraska at Omaha 1998 — 2002
Bachelors of Science
Christopher Valleley's Ameritrade Experience February 1999 - September 2006
Job Director of Technology Solutions at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade January 2008 - Present
TD Ameritrade September 2006 - February 2008
Ameritrade February 1999 - September 2006
Skills
Product Management, Project Portfolio..., Business Strategy, Portfolio Management, SDLC, Business Analysis, Team Leadership, Project Management, Software Project..., Wealth Management, Financial Services, Technology Integration, Risk Management, Vendor Management, Leadership, PMP, Management, CRM, Enterprise Software, IT Strategy, Investments, Program Management, Strategy
Education
University of Nebraska at Omaha 1991 — 1997
B.S, Political Science
TD Ameritrade January 2008 - Present
TD Ameritrade September 2006 - February 2008
Ameritrade February 1999 - September 2006
Skills
Product Management, Project Portfolio..., Business Strategy, Portfolio Management, SDLC, Business Analysis, Team Leadership, Project Management, Software Project..., Wealth Management, Financial Services, Technology Integration, Risk Management, Vendor Management, Leadership, PMP, Management, CRM, Enterprise Software, IT Strategy, Investments, Program Management, Strategy
Education
University of Nebraska at Omaha 1991 — 1997
B.S, Political Science
Robert Necessary's Ameritrade Experience August 2000 - January 2001
Job Technical Support Representative
Industry Telecommunications
Experience
Warrantech April 2015 - Present
Sprint March 2001 - October 2014
Ameritrade August 2000 - January 2001
Walgreens November 1997 - August 2000
Eckerd November 1995 - November 1997
Skills
Technical Support, Troubleshooting, WAN, Wireless, TCP/IP, Routers, Telecommunications, Network Design, ITIL, Vendor Management, VoIP, Integration, VPN, Unix, Switches, Wireless Networking, Network Administration, Software Documentation, Blackberry, Windows, Visio, Network Security, 4G, XP, Networking, Active Directory, Call Centers, Software Installation, System Administration, Windows 7, Windows Server, Windows XP, Avaya, Windows Vista, Computer Hardware, Avaya Technologies
Education
University of Phoenix
Information Technology
Warrantech April 2015 - Present
Sprint March 2001 - October 2014
Ameritrade August 2000 - January 2001
Walgreens November 1997 - August 2000
Eckerd November 1995 - November 1997
Skills
Technical Support, Troubleshooting, WAN, Wireless, TCP/IP, Routers, Telecommunications, Network Design, ITIL, Vendor Management, VoIP, Integration, VPN, Unix, Switches, Wireless Networking, Network Administration, Software Documentation, Blackberry, Windows, Visio, Network Security, 4G, XP, Networking, Active Directory, Call Centers, Software Installation, System Administration, Windows 7, Windows Server, Windows XP, Avaya, Windows Vista, Computer Hardware, Avaya Technologies
Education
University of Phoenix
Information Technology
Jay Stroebele's Ameritrade Experience February 1999 - October 2000
Job IT Division Leader at John Deere Financial
Industry Financial Services
Experience
John Deere Financial 2004 - Present
Seurat Companies 2001 - 2003
MatchLogic November 2000 - October 2001
Ameritrade February 1999 - October 2000
Progressive Impressions International April 1991 - January 1996
Taylor Corp April 1988 - March 1991
EDS January 1986 - March 1988
Education
University of Northern Iowa 1983 — 1985
John Deere Financial 2004 - Present
Seurat Companies 2001 - 2003
MatchLogic November 2000 - October 2001
Ameritrade February 1999 - October 2000
Progressive Impressions International April 1991 - January 1996
Taylor Corp April 1988 - March 1991
EDS January 1986 - March 1988
Education
University of Northern Iowa 1983 — 1985
Josh Gehrig's Ameritrade Experience June 1999 - February 2002
Job Director of Finance at OHSU Foundation
Industry Financial Services
Experience
OHSU Foundation November 2014 - Present
OHSU Foundation May 2011 - November 2014
OHSU Foundation July 2009 - May 2011
CTC Consulting April 2008 - June 2009
Bates Private Capital, an LECG LLC company 2004 - February 2008
Bidwell & Company February 2002 - May 2004
Ameritrade June 1999 - February 2002
Skills
Financial Analysis, Investments, Due Diligence, Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Investment Strategies, General Ledger
Education
University of Nebraska-Lincoln
BSBA, Finance
OHSU Foundation November 2014 - Present
OHSU Foundation May 2011 - November 2014
OHSU Foundation July 2009 - May 2011
CTC Consulting April 2008 - June 2009
Bates Private Capital, an LECG LLC company 2004 - February 2008
Bidwell & Company February 2002 - May 2004
Ameritrade June 1999 - February 2002
Skills
Financial Analysis, Investments, Due Diligence, Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Investment Strategies, General Ledger
Education
University of Nebraska-Lincoln
BSBA, Finance
Jeannie Juarez's Ameritrade Experience 1999 - 2001
Job Transition Manager | Project Management
Industry Financial Services
Experience
Carson Wealth Management Group September 2013 - Present
Jeannie Juarez Photography September 2012 - Present
QA3 Financial Corp March 2003 - February 2011
Freedom Financial 2001 - 2003
Ameritrade 1999 - 2001
Skills
Retirement Planning, Photography, Securities, Wealth Management, Insurance, Investments, Investment Advisory, Asset Management, Strategic Financial..., Mortgage Lending, Sales Presentations, Outlook, Retirement, Mutual Funds, Customer Service, Series 7, Series 63, Fixed Annuities, Financial Services, Finance, Portfolio Management, Management, Leadership, Financial Advisory
Education
University of Nebraska-Lincoln 1990 — 1992
South Sioux City High School 1988 — 1989
Diploma, Business Administration and Management, General
Carson Wealth Management Group September 2013 - Present
Jeannie Juarez Photography September 2012 - Present
QA3 Financial Corp March 2003 - February 2011
Freedom Financial 2001 - 2003
Ameritrade 1999 - 2001
Skills
Retirement Planning, Photography, Securities, Wealth Management, Insurance, Investments, Investment Advisory, Asset Management, Strategic Financial..., Mortgage Lending, Sales Presentations, Outlook, Retirement, Mutual Funds, Customer Service, Series 7, Series 63, Fixed Annuities, Financial Services, Finance, Portfolio Management, Management, Leadership, Financial Advisory
Education
University of Nebraska-Lincoln 1990 — 1992
South Sioux City High School 1988 — 1989
Diploma, Business Administration and Management, General
Jean Murray's Ameritrade Experience October 1997 - March 2001
Job QA Web Analyst at CDI IT Solutions
Industry Marketing and Advertising
Experience
CDI IT Solutions June 2011 - Present
FILTER, LLC April 2011 - June 2011
Affinitas August 2006 - November 2010
eMedicine.com October 2003 - August 2006
Data Transmission Network 2001 - 2003
Ameritrade October 1997 - March 2001
MATRIXX Marketing 1990 - 1997
Skills
Editing, Advertising, Newsletters, Copywriting, Web Content, Proofreading, Publishing, Leadership, Management, Research, Direct Mail
Education
University of Nebraska-Lincoln 1979 — 1983
BS, Education
CDI IT Solutions June 2011 - Present
FILTER, LLC April 2011 - June 2011
Affinitas August 2006 - November 2010
eMedicine.com October 2003 - August 2006
Data Transmission Network 2001 - 2003
Ameritrade October 1997 - March 2001
MATRIXX Marketing 1990 - 1997
Skills
Editing, Advertising, Newsletters, Copywriting, Web Content, Proofreading, Publishing, Leadership, Management, Research, Direct Mail
Education
University of Nebraska-Lincoln 1979 — 1983
BS, Education
Robin Hawley's Ameritrade Experience May 2003 - May 2008
Job Insurance Agent
Industry Financial Services
Experience
Wyoming Financial Insurance, Inc. March 2014 - Present
Bw Insurance Agency Inc August 2012 - March 2014
Y October 2007 - January 2014
BancWest Investment Services June 2011 - August 2012
Legent Clearing November 2008 - June 2011
X April 2008 - January 2010
TD Ameritrade May 2008 - October 2008
Ameritrade May 2003 - May 2008
Ameritrade May 1999 - May 2003
Bancorp Investment Group November 1993 - May 1995
Skills
Series 7, Series 63, Insurance
Education
University of Nebraska-Lincoln 1981 — 1985
Bachelor, Business/Finance
Wyoming Financial Insurance, Inc. March 2014 - Present
Bw Insurance Agency Inc August 2012 - March 2014
Y October 2007 - January 2014
BancWest Investment Services June 2011 - August 2012
Legent Clearing November 2008 - June 2011
X April 2008 - January 2010
TD Ameritrade May 2008 - October 2008
Ameritrade May 2003 - May 2008
Ameritrade May 1999 - May 2003
Bancorp Investment Group November 1993 - May 1995
Skills
Series 7, Series 63, Insurance
Education
University of Nebraska-Lincoln 1981 — 1985
Bachelor, Business/Finance
Corey McCallan's Ameritrade Experience 2003 - 2005
Job Individual Underwriting process improvement and project management.
Industry Investment Management
Experience
Mutual of Omaha January 2014 - Present
Mutual of Omaha May 2011 - December 2013
Mutual of Omaha June 2009 - May 2011
Securities America April 2008 - February 2009
Securities America September 2006 - June 2008
Ameritrade 2003 - 2005
Skills
Business Analysis, Customer Service, Fundraising, Leadership, Life Insurance, Management, Process Improvement, Requirements Gathering, Team Building, Teamwork, Time Management, Underwriting, Visio
Education
University of Nebraska-Lincoln 1998 — 2003
BA, Communication
Omaha Central High School 1995 — 1998
Mutual of Omaha January 2014 - Present
Mutual of Omaha May 2011 - December 2013
Mutual of Omaha June 2009 - May 2011
Securities America April 2008 - February 2009
Securities America September 2006 - June 2008
Ameritrade 2003 - 2005
Skills
Business Analysis, Customer Service, Fundraising, Leadership, Life Insurance, Management, Process Improvement, Requirements Gathering, Team Building, Teamwork, Time Management, Underwriting, Visio
Education
University of Nebraska-Lincoln 1998 — 2003
BA, Communication
Omaha Central High School 1995 — 1998
Mike Frain's Ameritrade Experience March 1999 - December 2000
Job Case Manager/Team Lead at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha September 2013 - Present
Lincoln Benefit Life January 2001 - August 2013
Ameritrade March 1999 - December 2000
Skills
Insurance, Customer Service, Sales, Account Management, Sales Management, Underwriting, New Business Development, Microsoft Office, Management, Marketing, Leadership, Team Building, Microsoft Excel, Social Media, Coaching, Business Development, Customer Satisfaction
Education
University of Nebraska-Lincoln 1993 — 1998
BA, History
Mutual of Omaha September 2013 - Present
Lincoln Benefit Life January 2001 - August 2013
Ameritrade March 1999 - December 2000
Skills
Insurance, Customer Service, Sales, Account Management, Sales Management, Underwriting, New Business Development, Microsoft Office, Management, Marketing, Leadership, Team Building, Microsoft Excel, Social Media, Coaching, Business Development, Customer Satisfaction
Education
University of Nebraska-Lincoln 1993 — 1998
BA, History
Jeff Orlouski's Ameritrade Experience 1998 - 2002
Job Trader at Prime Capital Services
Industry Financial Services
Experience
National Asset Management, Inc. October 2013 - Present
Prime Capital Services December 2012 - Present
Toussaint Capital Partners March 2011 - April 2012
Toussaint Capital Partners April 2010 - April 2012
Bank of New York Mellon February 2005 - December 2008
Allstate Financial Services July 2001 - December 2004
Ameritrade 1998 - 2002
Skills
Fixed Income, Hedge Funds, Series 7, Financial Markets, Investment Banking, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equity Research, stock repurchase, Equity Capital Markets, Series 63, Series 24, Series 55, Fixed Income Trading, syndicate, operations, AML, 10b5-1 Plans, Commercial Paper, Microsoft Excel, Building Relationships, trade settlements, Derivatives, Sell Side, Account Management, debt capital markets, tradeweb, US Treasuries, Employee Training, Unit Investment Trusts, Equities, Series 65, FINRA
Education
University of Nebraska-Lincoln
B.S, Finance
National Asset Management, Inc. October 2013 - Present
Prime Capital Services December 2012 - Present
Toussaint Capital Partners March 2011 - April 2012
Toussaint Capital Partners April 2010 - April 2012
Bank of New York Mellon February 2005 - December 2008
Allstate Financial Services July 2001 - December 2004
Ameritrade 1998 - 2002
Skills
Fixed Income, Hedge Funds, Series 7, Financial Markets, Investment Banking, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equity Research, stock repurchase, Equity Capital Markets, Series 63, Series 24, Series 55, Fixed Income Trading, syndicate, operations, AML, 10b5-1 Plans, Commercial Paper, Microsoft Excel, Building Relationships, trade settlements, Derivatives, Sell Side, Account Management, debt capital markets, tradeweb, US Treasuries, Employee Training, Unit Investment Trusts, Equities, Series 65, FINRA
Education
University of Nebraska-Lincoln
B.S, Finance
Ted Greene's Ameritrade Experience 1998 - 2005
Job Office Manager at State Farm
Industry Insurance
Experience
State Farm Bank June 2007 - Present
State Farm June 2007 - Present
TDAMERITRADE March 1998 - February 2005
AMERITRADE 1998 - 2005
Skills
Troubleshooting, Change Management, Executive Management, Employee Benefits, Employee Relations, Vendor Management, Leadership, Program Management, Process Improvement, Testing, Recruiting, Customer Service, Coaching, Strategic Planning, Account Management
Education
University of Nebraska at Omaha 2006 — 2009
ASSOCIATE, Business Management, 3.12
Northside High School, CCAF, UNO
State Farm Bank June 2007 - Present
State Farm June 2007 - Present
TDAMERITRADE March 1998 - February 2005
AMERITRADE 1998 - 2005
Skills
Troubleshooting, Change Management, Executive Management, Employee Benefits, Employee Relations, Vendor Management, Leadership, Program Management, Process Improvement, Testing, Recruiting, Customer Service, Coaching, Strategic Planning, Account Management
Education
University of Nebraska at Omaha 2006 — 2009
ASSOCIATE, Business Management, 3.12
Northside High School, CCAF, UNO
Chris Kuhl's Ameritrade Experience 2000 - 2005
Job Insurance Solutions at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2013 - Present
Securities America, Inc. Member FINRA/SIPC 2009 - February 2013
Securities America June 2005 - February 2009
Pacific Life June 2008 - October 2008
Ameritrade 2000 - 2005
Education
University of Nebraska at Omaha 1993 — 1995
Engineering
Lincoln Financial Group February 2013 - Present
Securities America, Inc. Member FINRA/SIPC 2009 - February 2013
Securities America June 2005 - February 2009
Pacific Life June 2008 - October 2008
Ameritrade 2000 - 2005
Education
University of Nebraska at Omaha 1993 — 1995
Engineering
Brenda Larson's Ameritrade Experience October 1999 - February 2003
Job Independent Staffing and Recruiting Professional
Industry Staffing and Recruiting
Experience
Nebraska Families Collaborative April 2009 - Present
Boys Town 2009 - 2010
Ameritrade October 1999 - February 2003
Skills
Program Development, Employee Relations, Recruiting, Employee Training, Onboarding, Job Fairs, Public Speaking, Social Services, Human Resources, Interviews, Training, Nonprofits
Education
University of Nebraska-Lincoln 1978 — 1982
Bachelors Degree, Business Administration
Nebraska Families Collaborative April 2009 - Present
Boys Town 2009 - 2010
Ameritrade October 1999 - February 2003
Skills
Program Development, Employee Relations, Recruiting, Employee Training, Onboarding, Job Fairs, Public Speaking, Social Services, Human Resources, Interviews, Training, Nonprofits
Education
University of Nebraska-Lincoln 1978 — 1982
Bachelors Degree, Business Administration
Eric Carlson's Ameritrade Experience 1998 - 2001
Job Douglas County Purchasing Agent
Industry Government Administration
Experience
Douglas County Nebraska April 2011 - Present
Ornaments 4 Charity August 2008 - Present
First Data Corporation June 2008 - April 2011
Hewlett-Packard 2001 - 2008
Ameritrade 1998 - 2001
American Business Information 1997 - 1998
RTI 1990 - 1996
Skills
Procurement, Purchasing, Strategic Sourcing, E-procurement, Supply Management, Process Improvement, Supplier Negotiation, Global Sourcing, Contract Negotiation, Materials Management, Spend Analysis, Contract Management, Management, Supplier Evaluation, Vendor Management, Program Management, Supply Chain Management, Government Procurement, Project Management, Strategic Planning, Forecasting, Supply Chain, Cross-functional Team..., Team Building, RFP, Sales, Negotiation
Education
University of Nebraska at Omaha 1982 — 1988
BSBA, Finance
Bryan Senior High 1979 — 1982
Douglas County Nebraska April 2011 - Present
Ornaments 4 Charity August 2008 - Present
First Data Corporation June 2008 - April 2011
Hewlett-Packard 2001 - 2008
Ameritrade 1998 - 2001
American Business Information 1997 - 1998
RTI 1990 - 1996
Skills
Procurement, Purchasing, Strategic Sourcing, E-procurement, Supply Management, Process Improvement, Supplier Negotiation, Global Sourcing, Contract Negotiation, Materials Management, Spend Analysis, Contract Management, Management, Supplier Evaluation, Vendor Management, Program Management, Supply Chain Management, Government Procurement, Project Management, Strategic Planning, Forecasting, Supply Chain, Cross-functional Team..., Team Building, RFP, Sales, Negotiation
Education
University of Nebraska at Omaha 1982 — 1988
BSBA, Finance
Bryan Senior High 1979 — 1982
Julie Baum's Ameritrade Experience May 2000 - July 2001
Job Sr Policy/Document Specialist at Allstate Financial
Industry Financial Services
Experience
Allstate Financial October 2007 - April 2011
Vogel Consulting Group December 2001 - February 2004
Ameritrade May 2000 - July 2001
Ameritrade June 1999 - May 2000
Skills
Research, Analysis
Education
University of Wisconsin-Milwaukee 2003 — 2006
MA, Sociology and Nonprofit Management
University of Nebraska-Lincoln 1995 — 1999
BS, Finance
Allstate Financial October 2007 - April 2011
Vogel Consulting Group December 2001 - February 2004
Ameritrade May 2000 - July 2001
Ameritrade June 1999 - May 2000
Skills
Research, Analysis
Education
University of Wisconsin-Milwaukee 2003 — 2006
MA, Sociology and Nonprofit Management
University of Nebraska-Lincoln 1995 — 1999
BS, Finance
Loretta J. Tharnish's Ameritrade Experience May 1996 - December 2000
Job Safety & Risk Specialist at Northern Natural Gas Company
Industry Security and Investigations
Experience
Northern Natural Gas Company June 2010 - Present
HyVee June 2003 - December 2007
Ameritrade May 1996 - December 2000
Skills
Investigation, Risk Management, Protection, Risk Analysis, Risk Assessment, Operational Risk, Security, OSHA 10, Safety Management..., Fraud, Auditing, Accident Investigation, Occupational Health, Software Documentation, Emergency Management, Business Continuity, Documentations, EHS, Natural Gas, Petroleum, Oil & Gas, Energy, Inspection, Pipelines
Education
University of Phoenix 2007 — 2011
Bachelor of Science, Organizational Security and Management
Northern Natural Gas Company June 2010 - Present
HyVee June 2003 - December 2007
Ameritrade May 1996 - December 2000
Skills
Investigation, Risk Management, Protection, Risk Analysis, Risk Assessment, Operational Risk, Security, OSHA 10, Safety Management..., Fraud, Auditing, Accident Investigation, Occupational Health, Software Documentation, Emergency Management, Business Continuity, Documentations, EHS, Natural Gas, Petroleum, Oil & Gas, Energy, Inspection, Pipelines
Education
University of Phoenix 2007 — 2011
Bachelor of Science, Organizational Security and Management
Dave Steinbeck's Ameritrade Experience January 2005 - September 2005
Job Experienced Financial Services professional with call center, management, and customer service experience.
Industry Financial Services
Experience
WiseBanyan December 2014 - Present
Merrill Edge February 2014 - October 2014
Gemini Fund Services October 2012 - January 2014
TD Ameritrade June 2008 - September 2012
TD Ameritrade February 2012 - July 2012
TD Ameritrade April 2007 - June 2008
TD Ameritrade June 2006 - April 2007
Gap Inc. August 2006 - October 2006
TD Ameritrade October 2005 - June 2006
Ameritrade January 2005 - September 2005
Skills
Series 24, Series 7, Series 66, Financial Services, Mutual Funds, Coaching, Operations Management, Customer Service, Securities, Microsoft Office, Back Office, Quality Control, IRAs, Training
Education
University of Nebraska at Omaha 1999 — 2004
Bachelor of Arts (B.A.), Psychology
University of Nebraska at Omaha 1999 — 2004
Minor, Art History
WiseBanyan December 2014 - Present
Merrill Edge February 2014 - October 2014
Gemini Fund Services October 2012 - January 2014
TD Ameritrade June 2008 - September 2012
TD Ameritrade February 2012 - July 2012
TD Ameritrade April 2007 - June 2008
TD Ameritrade June 2006 - April 2007
Gap Inc. August 2006 - October 2006
TD Ameritrade October 2005 - June 2006
Ameritrade January 2005 - September 2005
Skills
Series 24, Series 7, Series 66, Financial Services, Mutual Funds, Coaching, Operations Management, Customer Service, Securities, Microsoft Office, Back Office, Quality Control, IRAs, Training
Education
University of Nebraska at Omaha 1999 — 2004
Bachelor of Arts (B.A.), Psychology
University of Nebraska at Omaha 1999 — 2004
Minor, Art History
Michelle Kelsey's Ameritrade Experience February 2004 - June 2005
Job Elementary Teacher at Ralston Public Schools
Industry Education Management
Experience
Ralston Public Schools August 2007 - Present
Ameritrade February 2004 - June 2005
Ameritrade January 1998 - May 2001
Education
Concordia University, Nebraska 2010 — 2012
Master of Science (MS), Elementary Administration
University of Nebraska at Omaha 2005 — 2007
Master of Arts (MA), Elementary Education with arts intergration
Ralston Public Schools August 2007 - Present
Ameritrade February 2004 - June 2005
Ameritrade January 1998 - May 2001
Education
Concordia University, Nebraska 2010 — 2012
Master of Science (MS), Elementary Administration
University of Nebraska at Omaha 2005 — 2007
Master of Arts (MA), Elementary Education with arts intergration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.