COR Clearing
Industry: Capital market company
DescriptionFounded: 2002 Parent organization: COR Securities Holdings Inc. Subsidiary: COR Clearing LLC, Asset Management Arm
COR Clearing List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at COR Clearing. You can filter them based on skills, years of employment, job, education, department, and prior employment.
COR Clearing Salaries. You can even request information on how much does COR Clearing pay if you want to. Learn about salaries, pros and cons of working for COR Clearing directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
21 COR Clearing employees in database. Find out everything there's to know about COR Clearing employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
COR Clearing Employees
Employee
Years
Job
Industry
Corinne Mittag Corinne Mittag's COR Clearing Experience April 2015 - Present
Job Owner, Quilt 'n Bee Happy
Industry Financial Services
Experience
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
Thomas Palmeri Thomas Palmeri's COR Clearing Experience June 2010 - Present
Job Stock Loan Sales Representative at COR Clearing
Industry Financial Services
Experience
COR Clearing June 2010 - Present
South Street Securities April 2009 - September 2009
Assent LLC January 2005 - March 2009
J.B. Oxford October 2002 - October 2004
Banc of America Securities June 1998 - October 2002
Skills
Securities Lending, Alternative Investments, Asset Management, Bloomberg Terminal, Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, FINRA
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Masters of Business Administration(Executive)
Iona College 1997 — 2001
B.B.A., Finance
MSGR. FARRELL 1993 — 1997
COR Clearing June 2010 - Present
South Street Securities April 2009 - September 2009
Assent LLC January 2005 - March 2009
J.B. Oxford October 2002 - October 2004
Banc of America Securities June 1998 - October 2002
Skills
Securities Lending, Alternative Investments, Asset Management, Bloomberg Terminal, Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, FINRA
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Masters of Business Administration(Executive)
Iona College 1997 — 2001
B.B.A., Finance
MSGR. FARRELL 1993 — 1997
Lisa Pompili Lisa Pompili's COR Clearing Experience May 2011 - Present
Job COR Clearing Stock Loan Sales Rep
Industry Financial Services
Experience
COR Clearing May 2011 - Present
Penson Financial Services July 2008 - August 2010
ICAP February 1991 - July 2008
Education
City University of New York-John Jay College of Criminal Justice
COR Clearing May 2011 - Present
Penson Financial Services July 2008 - August 2010
ICAP February 1991 - July 2008
Education
City University of New York-John Jay College of Criminal Justice
Mark Voelte Mark Voelte's COR Clearing Experience September 2003 - May 2014
Job Purchase and Sales Technician at COR Clearing
Industry Financial Services
Experience
COR Clearing September 2003 - May 2014
R J Thompson Securities Inc. (RJT.com) March 2000 - May 2003
Ameritrade Inc. (time as an agency associate included) October 1998 - March 2000
Con Agra Frozen Foods June 1998 - October 1998
Puritan Manufacturing May 1997 - June 1998
Paxton & Vierling Steel Company June 1982 - May 1997
Skills
Series 7, Securities, FINRA, Financial Services, Series 63, Relationship Management, Equities, Risk Management, Options, Investments
Education
University of Nebraska at Omaha 1976 — 1982
Bachelor's Degree, Business Administration (Finance)
COR Clearing September 2003 - May 2014
R J Thompson Securities Inc. (RJT.com) March 2000 - May 2003
Ameritrade Inc. (time as an agency associate included) October 1998 - March 2000
Con Agra Frozen Foods June 1998 - October 1998
Puritan Manufacturing May 1997 - June 1998
Paxton & Vierling Steel Company June 1982 - May 1997
Skills
Series 7, Securities, FINRA, Financial Services, Series 63, Relationship Management, Equities, Risk Management, Options, Investments
Education
University of Nebraska at Omaha 1976 — 1982
Bachelor's Degree, Business Administration (Finance)
Bob Semptimphelter Bob Semptimphelter's COR Clearing Experience August 2013 - Present
Job Relationship Manager Business Development at COR Clearing
Industry Financial Services
Experience
COR Clearing August 2013 - Present
COR Clearing March 2005 - August 2013
Securities America July 2002 - February 2005
Skills
Financial Services, Fixed Annuities, Asset Allocation, Series 7, Equities, Securities, Mutual Funds, Relationship Management, Hedge Funds, Alternative Investments, Microsoft Excel, Portfolio Management, Strategic Planning, Investments, Process Improvement, Retirement Planning, B2B, Cross-functional Team..., Asset Management, Project Management, Risk Management, Fixed Income, Insurance, Customer Service, Strategic Financial..., Public Speaking, Operations Management, Vendor Management, Wealth Management, Series 63, Microsoft Office, Financial Reporting, PowerPoint, Coaching, Team Leadership, Change Management, Trading, Analysis, Negotiation, Banking, Retirement, Team Building, Account Reconciliation, Accounting, Call Centers, Series 24, Financial Analysis, Budgets, Business Analysis, Outlook
Education
Bowling Green State University 1997 — 2001
BS, Business
COR Clearing August 2013 - Present
COR Clearing March 2005 - August 2013
Securities America July 2002 - February 2005
Skills
Financial Services, Fixed Annuities, Asset Allocation, Series 7, Equities, Securities, Mutual Funds, Relationship Management, Hedge Funds, Alternative Investments, Microsoft Excel, Portfolio Management, Strategic Planning, Investments, Process Improvement, Retirement Planning, B2B, Cross-functional Team..., Asset Management, Project Management, Risk Management, Fixed Income, Insurance, Customer Service, Strategic Financial..., Public Speaking, Operations Management, Vendor Management, Wealth Management, Series 63, Microsoft Office, Financial Reporting, PowerPoint, Coaching, Team Leadership, Change Management, Trading, Analysis, Negotiation, Banking, Retirement, Team Building, Account Reconciliation, Accounting, Call Centers, Series 24, Financial Analysis, Budgets, Business Analysis, Outlook
Education
Bowling Green State University 1997 — 2001
BS, Business
Justin Blackwell Justin Blackwell's COR Clearing Experience August 2012 - August 2013
Job Senior Fails Analyst @ TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
TD Ameritrade August 2013 - August 2014
COR Clearing August 2012 - August 2013
Metro Health Services Federal Credit Union August 2008 - August 2012
Wells Fargo September 2006 - July 2008
Wells Fargo August 2005 - September 2006
Skills
Brokerage Operations, Hold Series 7, Series 63, Series 99, Bloomberg Terminal, Government Bonds, Equities, Investment Brokerage, Account Reconciliation, Banking Operations, Banking, Financial Services, Finance, Retail Banking, Portfolio Management, Loans, Cross Selling, Securities, Mutual Funds, Credit, Bank Secrecy Act, Sales Support, Bill Payment, Product Knowledge, Financials, Internal Communications, Banking Relationships, Community Outreach, Client Services, Client Retention, 10 Key, Deposits, Consumer Lending, Lines Of Credit, AML, Branch Banking, Internet Banking, Call Center, Debit Cards, Refinance, Home Equity Loans, ACH, Home Equity Lines of..., Credit Unions, Cash, Loan Origination, Payments, Security Clearance, Investments, Microsoft Office
Education
University of Nebraska at Omaha 2008 — 2015
Finance, Banking and Financial Markets, Business Administration
TD Ameritrade August 2014 - Present
TD Ameritrade August 2013 - August 2014
COR Clearing August 2012 - August 2013
Metro Health Services Federal Credit Union August 2008 - August 2012
Wells Fargo September 2006 - July 2008
Wells Fargo August 2005 - September 2006
Skills
Brokerage Operations, Hold Series 7, Series 63, Series 99, Bloomberg Terminal, Government Bonds, Equities, Investment Brokerage, Account Reconciliation, Banking Operations, Banking, Financial Services, Finance, Retail Banking, Portfolio Management, Loans, Cross Selling, Securities, Mutual Funds, Credit, Bank Secrecy Act, Sales Support, Bill Payment, Product Knowledge, Financials, Internal Communications, Banking Relationships, Community Outreach, Client Services, Client Retention, 10 Key, Deposits, Consumer Lending, Lines Of Credit, AML, Branch Banking, Internet Banking, Call Center, Debit Cards, Refinance, Home Equity Loans, ACH, Home Equity Lines of..., Credit Unions, Cash, Loan Origination, Payments, Security Clearance, Investments, Microsoft Office
Education
University of Nebraska at Omaha 2008 — 2015
Finance, Banking and Financial Markets, Business Administration
Alicia Long Alicia Long's COR Clearing Experience July 2012 - December 2012
Job Senior Branch Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab February 2013 - August 2014
COR Clearing July 2012 - December 2012
TD Ameritrade October 2011 - July 2012
TD Ameritrade September 2009 - September 2011
TD Ameritrade November 2008 - July 2009
TD Ameritrade April 2007 - November 2008
TD Ameritrade May 2006 - April 2007
Skills
Series 7, Series 63, Series 24, Series 9/10
Education
University of Nebraska at Omaha
Finance
Charles Schwab August 2014 - Present
Charles Schwab February 2013 - August 2014
COR Clearing July 2012 - December 2012
TD Ameritrade October 2011 - July 2012
TD Ameritrade September 2009 - September 2011
TD Ameritrade November 2008 - July 2009
TD Ameritrade April 2007 - November 2008
TD Ameritrade May 2006 - April 2007
Skills
Series 7, Series 63, Series 24, Series 9/10
Education
University of Nebraska at Omaha
Finance
Chris Sommers Chris Sommers's COR Clearing Experience January 2015 - Present
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
Brian Strasser Brian Strasser's COR Clearing Experience March 2002 - March 2013
Job Director Branch Office Support & Development at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC April 2013 - Present
COR Clearing March 2002 - March 2013
Kirkpatrick Pettis 1998 - 2002
TD Ameritrade 1994 - 1998
Centris Federal Credit Union 1992 - 1994
Paine Webber 1992 - 1993
Skills
Series 7, Securities, Series 63, Series 24, FINRA, Mutual Funds, Financial Services, Financial Risk, Wealth Management, Investments, Electronic Trading, Securities Lending, Risk Management, Asset Allocation, Fixed Income, Trading, Capital Markets, Alternative Investments, Equities, Financial Markets, Portfolio Management, Vendor Management, Asset Management, Hedge Funds, Options, Investment Banking, Trading Systems, Back Office, Prime Brokerage, Middle Office, Investment Advisory, Banking, Relationship Management
Education
University of Nebraska at Omaha 1992 — 1994
MBA, Banking & Finance
University of Nebraska at Kearney 1989 — 1991
Julesburg High School 1986 — 1989
Securities America, Inc. Member FINRA/SIPC April 2013 - Present
COR Clearing March 2002 - March 2013
Kirkpatrick Pettis 1998 - 2002
TD Ameritrade 1994 - 1998
Centris Federal Credit Union 1992 - 1994
Paine Webber 1992 - 1993
Skills
Series 7, Securities, Series 63, Series 24, FINRA, Mutual Funds, Financial Services, Financial Risk, Wealth Management, Investments, Electronic Trading, Securities Lending, Risk Management, Asset Allocation, Fixed Income, Trading, Capital Markets, Alternative Investments, Equities, Financial Markets, Portfolio Management, Vendor Management, Asset Management, Hedge Funds, Options, Investment Banking, Trading Systems, Back Office, Prime Brokerage, Middle Office, Investment Advisory, Banking, Relationship Management
Education
University of Nebraska at Omaha 1992 — 1994
MBA, Banking & Finance
University of Nebraska at Kearney 1989 — 1991
Julesburg High School 1986 — 1989
Anh Mechals's COR Clearing Experience February 2012 - October 2013
Job Team Manager, Corporate Actions at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
COR Clearing February 2012 - October 2013
Legent Clearing July 2005 - February 2012
LPL Financial May 2005 - June 2005
LPL Financial December 2004 - May 2005
LPL Financial June 2004 - December 2004
LPL Financial August 2002 - June 2004
Skills
Account Reconciliation, Corporate Actions, Securities, Series 7, Back Office, Dividends, Process Improvement, Alternative Investments, Middle Office, Customer Service, Microsoft Excel, Microsoft Office, Analysis, Relationship Management, Financial Services, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Financial Analysis
Education
University of California, Irvine 1998 — 2002
B.A.
University of California, Irvine
B.A
TD Ameritrade October 2013 - Present
COR Clearing February 2012 - October 2013
Legent Clearing July 2005 - February 2012
LPL Financial May 2005 - June 2005
LPL Financial December 2004 - May 2005
LPL Financial June 2004 - December 2004
LPL Financial August 2002 - June 2004
Skills
Account Reconciliation, Corporate Actions, Securities, Series 7, Back Office, Dividends, Process Improvement, Alternative Investments, Middle Office, Customer Service, Microsoft Excel, Microsoft Office, Analysis, Relationship Management, Financial Services, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Financial Analysis
Education
University of California, Irvine 1998 — 2002
B.A.
University of California, Irvine
B.A
Leon Ferguson's COR Clearing Experience October 2012 - Present
Job Chief Technology Officer at COR Clearing
Industry Financial Services
Experience
COR Clearing October 2012 - Present
Investlab Technology, Inc March 2010 - October 2012
FOLIOfn December 2005 - February 2010
Penson Financial Services/ITS/ABWG August 1997 - October 2004
WorldCom January 1995 - January 1996
WilTel Communications May 1994 - January 1995
DCA, Inc October 1990 - May 1994
Skills
Software Development, Java, Agile, C++, SOA, Management, Networking, Telecommunications, Agile Methodologies, Trading, Cloud Computing, Security, Unix, XML, Web Services, Architecture, Architectures, Tomcat, Ant, Enterprise Architecture, Electronic Trading, Java Enterprise Edition, SQL, Distributed Systems, Start-ups, Eclipse, Software Design, Spring, Hibernate, Trading Systems
Education
Oklahoma State University
University of Oklahoma
Bachelor of Science (BS), 99, I
University of Oklahoma
Graduate School
COR Clearing October 2012 - Present
Investlab Technology, Inc March 2010 - October 2012
FOLIOfn December 2005 - February 2010
Penson Financial Services/ITS/ABWG August 1997 - October 2004
WorldCom January 1995 - January 1996
WilTel Communications May 1994 - January 1995
DCA, Inc October 1990 - May 1994
Skills
Software Development, Java, Agile, C++, SOA, Management, Networking, Telecommunications, Agile Methodologies, Trading, Cloud Computing, Security, Unix, XML, Web Services, Architecture, Architectures, Tomcat, Ant, Enterprise Architecture, Electronic Trading, Java Enterprise Edition, SQL, Distributed Systems, Start-ups, Eclipse, Software Design, Spring, Hibernate, Trading Systems
Education
Oklahoma State University
University of Oklahoma
Bachelor of Science (BS), 99, I
University of Oklahoma
Graduate School
Chase Andersen's COR Clearing Experience April 2012 - Present
Job Senior Billing Analyst/ Process Improvement Consultant
Industry Financial Services
Experience
COR Clearing April 2012 - Present
Aureus Group April 2011 - September 2011
Kidwell Companies February 2008 - March 2011
Kidwell February 2008 - March 2011
Skills
Accounting, Finance, Financial Reporting, Budgets, Microsoft Excel, Customer Service, Management, Financial Analysis, Account Reconciliation, Microsoft Office, Analysis, QuickBooks, Recruiting, Forecasting, Invoicing, Insurance, Credit, Time Management, Coaching, Financial Statements, SEC filings, Fundraising
Education
University of Nebraska-Lincoln
Bacehelor of Arts and Science, Accounting
COR Clearing April 2012 - Present
Aureus Group April 2011 - September 2011
Kidwell Companies February 2008 - March 2011
Kidwell February 2008 - March 2011
Skills
Accounting, Finance, Financial Reporting, Budgets, Microsoft Excel, Customer Service, Management, Financial Analysis, Account Reconciliation, Microsoft Office, Analysis, QuickBooks, Recruiting, Forecasting, Invoicing, Insurance, Credit, Time Management, Coaching, Financial Statements, SEC filings, Fundraising
Education
University of Nebraska-Lincoln
Bacehelor of Arts and Science, Accounting
Kelly Ruoff's COR Clearing Experience May 2012 - Present
Job Cost Basis Tech at COR Clearing
Industry Financial Services
Experience
COR Clearing May 2012 - Present
TD Ameritrade October 2008 - May 2012
CDM Service Group September 2007 - September 2008
Millard Drywall Services December 1999 - September 2007
Skills
Financial Services, Series 7, Risk Management, Series 63, FINRA, Licensing, Securities, Financial Analysis, Equities, Trading, Cost Basis Reporting, Wealth Management, Mutual Funds, Options, Investments, Asset Management, Portfolio Management
Education
Bellevue University 2006 — 2012
Communications
Metropolitan Community College 2005 — 2006
Computer Networking
University of Nevada-Las Vegas 1993 — 1994
COR Clearing May 2012 - Present
TD Ameritrade October 2008 - May 2012
CDM Service Group September 2007 - September 2008
Millard Drywall Services December 1999 - September 2007
Skills
Financial Services, Series 7, Risk Management, Series 63, FINRA, Licensing, Securities, Financial Analysis, Equities, Trading, Cost Basis Reporting, Wealth Management, Mutual Funds, Options, Investments, Asset Management, Portfolio Management
Education
Bellevue University 2006 — 2012
Communications
Metropolitan Community College 2005 — 2006
Computer Networking
University of Nevada-Las Vegas 1993 — 1994
Jamie Tietz's COR Clearing Experience December 2002 - Present
Job dividend specialist
Industry Investment Management
Experience
COR Clearing December 2002 - Present
marsh & Mclennan 1999 - 2002
Education
Metropolitan Community College
COR Clearing December 2002 - Present
marsh & Mclennan 1999 - 2002
Education
Metropolitan Community College
Jeff Bega's COR Clearing Experience May 2015 - Present
Job Business Development at COR Clearing
Industry Financial Services
Experience
COR Clearing May 2015 - Present
FINRA January 1995 - Present
ACA Compliance Group July 2014 - January 2015
ConvergEx Group, Sell-Side Services October 2012 - March 2014
STANY 2012 - 2014
Florida STA 2012 - 2014
Penson Financial Services June 2010 - July 2012
Broadridge May 2005 - June 2010
Pershing, a BNY Mellon company 2000 - 2005
HSBC October 1987 - May 2000
Skills
Series 7, Series 24, Series 63, Securities, Equities, Prime Brokerage, FINRA, Options, Fixed Income, Trading, Hedge Funds, Mutual Funds, Sales Management, Series 27, Institutional Sales, Salesforce.com, Sales Presentations, Investments, FX Options, Risk Management, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Electronic Trading, ETFs, Derivatives, Bonds, Alternative Investments, Wealth Management, Bloomberg, Equity Derivatives, Middle Office, Market Data, Asset Management, Settlement, Corporate Actions, Investment Advisory, Back Office
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, Management
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Finance
COR Clearing May 2015 - Present
FINRA January 1995 - Present
ACA Compliance Group July 2014 - January 2015
ConvergEx Group, Sell-Side Services October 2012 - March 2014
STANY 2012 - 2014
Florida STA 2012 - 2014
Penson Financial Services June 2010 - July 2012
Broadridge May 2005 - June 2010
Pershing, a BNY Mellon company 2000 - 2005
HSBC October 1987 - May 2000
Skills
Series 7, Series 24, Series 63, Securities, Equities, Prime Brokerage, FINRA, Options, Fixed Income, Trading, Hedge Funds, Mutual Funds, Sales Management, Series 27, Institutional Sales, Salesforce.com, Sales Presentations, Investments, FX Options, Risk Management, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Electronic Trading, ETFs, Derivatives, Bonds, Alternative Investments, Wealth Management, Bloomberg, Equity Derivatives, Middle Office, Market Data, Asset Management, Settlement, Corporate Actions, Investment Advisory, Back Office
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, Management
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Finance
Julia Todd's COR Clearing Experience October 2012 - January 2013
Job Fee Based Administrator at Smith Hayes
Industry Financial Services
Experience
Smith Hayes February 2013 - September 2014
COR Clearing October 2012 - January 2013
SMITH HAYES Financial Services May 2008 - October 2012
Securities America, Inc. Member FINRA/SIPC March 1996 - August 2007
Skills
Series 24, Portfolio Management, Securities, Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Risk Management, FINRA
Education
Iowa State University 1988 — 1994
Bachelors, History
Smith Hayes February 2013 - September 2014
COR Clearing October 2012 - January 2013
SMITH HAYES Financial Services May 2008 - October 2012
Securities America, Inc. Member FINRA/SIPC March 1996 - August 2007
Skills
Series 24, Portfolio Management, Securities, Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Risk Management, FINRA
Education
Iowa State University 1988 — 1994
Bachelors, History
Briget Miller's COR Clearing Experience October 2010 - April 2013
Job Lead Specialist
Industry Financial Services
Experience
First National Bank of Omaha February 2014 - Present
Calton & Associates, Inc. May 2013 - February 2014
COR Clearing October 2010 - April 2013
Two Rivers Bank Blair, NE April 2009 - October 2010
TD Ameritrade October 1999 - February 2009
Skills
Credit, Loans, Banking, Risk Management, Equities, Series 7, Series 63, Series 24, Customer Service, Administrative..., Finance, Mutual Funds, Fixed Income, Financial Services, Investments, Wealth Management
Education
University of Nebraska at Omaha 1991 — 1996
Bachelor of Science (BS), Banking and Financial Support Services
First National Bank of Omaha February 2014 - Present
Calton & Associates, Inc. May 2013 - February 2014
COR Clearing October 2010 - April 2013
Two Rivers Bank Blair, NE April 2009 - October 2010
TD Ameritrade October 1999 - February 2009
Skills
Credit, Loans, Banking, Risk Management, Equities, Series 7, Series 63, Series 24, Customer Service, Administrative..., Finance, Mutual Funds, Fixed Income, Financial Services, Investments, Wealth Management
Education
University of Nebraska at Omaha 1991 — 1996
Bachelor of Science (BS), Banking and Financial Support Services
Phil Chiappone's COR Clearing Experience March 2012 - September 2012
Job Financial Services Professional
Industry Financial Services
Experience
Cor Clearing March 2012 - September 2012
TD Ameritrade January 2007 - March 2012
State Farm Insurance September 2006 - January 2007
American Income Life July 2006 - September 2006
Associated Tax Consultants December 2005 - March 2006
United States Marines Corps September 2001 - September 2005
Education
Bellevue University
Cor Clearing March 2012 - September 2012
TD Ameritrade January 2007 - March 2012
State Farm Insurance September 2006 - January 2007
American Income Life July 2006 - September 2006
Associated Tax Consultants December 2005 - March 2006
United States Marines Corps September 2001 - September 2005
Education
Bellevue University
Scott Speckmann's COR Clearing Experience April 2010 - Present
Job Mutual Fund Manager at COR Clearing
Industry Financial Services
Experience
COR Clearing April 2010 - Present
TD Ameritrade April 2007 - April 2010
Skills
Mutual Funds, FINRA, Securities, Series 7, Series 63, Operations Management, Equities, Financial Services, Trading, Options, Back Office
Education
Peru State College 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management\Sales Management
University of Nebraska at Omaha 1986 — 1987
COR Clearing April 2010 - Present
TD Ameritrade April 2007 - April 2010
Skills
Mutual Funds, FINRA, Securities, Series 7, Series 63, Operations Management, Equities, Financial Services, Trading, Options, Back Office
Education
Peru State College 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management\Sales Management
University of Nebraska at Omaha 1986 — 1987
Brent Beacom's COR Clearing Experience October 2012 - March 2013
Job Owner at General Delivery, Inc
Industry Package/Freight Delivery
Experience
General Delivery, Inc August 2015 - Present
We D Beacom, Inc March 2013 - August 2015
COR Clearing October 2012 - March 2013
Education
Bellevue University
Bachelor of Science (B.S.), Business Administration, Management and Operations
General Delivery, Inc August 2015 - Present
We D Beacom, Inc March 2013 - August 2015
COR Clearing October 2012 - March 2013
Education
Bellevue University
Bachelor of Science (B.S.), Business Administration, Management and Operations
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial