Investools Company
Industry: Educational services company
DescriptionThinkorswim is a software product by TD Ameritrade that offers tools and educational services for online investing. It is geared for self-directed stock, options and futures traders. It was previously offered by ThinkorSwim Group, Inc., which was purchased by TD Ameritrade in 2009. Founder: Tom Sosnoff Founded: 1983 Parent organization: TD Ameritrade Headquarters: Chicago, IL Subsidiaries: THINKORSWIM, INC., thinkorswim Advisors Inc,
Investools List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investools. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Investools Salaries. You can even request information on how much does Investools pay if you want to. Learn about salaries, pros and cons of working for Investools directly from the past employees.
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Investools Employees
Employee
Years
Job
Industry
Susan Oliver, CFE Susan Oliver, CFE's Investools Experience 2009 - July 2012
Job Project Manager at Trinity Technology Group, Inc. President UC Davis GSM Healthcare and Business Group
Industry Information Technology and Services
Experience
Trinity Technology Group, Inc. April 2015 - Present
Covered California January 2013 - April 2015
Investools 2009 - July 2012
General Electric March 2007 - July 2011
US Joint Forces Command February 2006 - February 2007
US Joint Forces Command April 2003 - January 2006
US Navy Supervisor of Shipbuilding Newport News July 2001 - February 2003
US Navy 1996 - 2001
United States Air Force 1986 - 1996
Skills
Strategic Financial..., Organizational..., Crisis Management, SAP, Critical Thinking, Proposal Development, Renewable Energy, Gas Turbines, Military, Proposal Writing, Leadership, Program Management, Management, Risk Management, Six Sigma, Team Building, Project Management, Strategy, Leadership Development, Strategic Planning, Start-ups, Budgets, Logistics, Business Planning, Security, Quality Assurance, Integration, Contract Management, Public Speaking
Education
UC Davis Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Risk Management - interest in Fraud and Financial Crimes
Chapman University 1999 — 2000
MA, Organizational Leadership
Linfield College 1994 — 1996
B.S., Management
Warner Pacific College 1993 — 1995
B.S., Human Development
Community College of the Air Force 1985 — 1995
A.S., Information Systems
Wood River High School
Trinity Technology Group, Inc. April 2015 - Present
Covered California January 2013 - April 2015
Investools 2009 - July 2012
General Electric March 2007 - July 2011
US Joint Forces Command February 2006 - February 2007
US Joint Forces Command April 2003 - January 2006
US Navy Supervisor of Shipbuilding Newport News July 2001 - February 2003
US Navy 1996 - 2001
United States Air Force 1986 - 1996
Skills
Strategic Financial..., Organizational..., Crisis Management, SAP, Critical Thinking, Proposal Development, Renewable Energy, Gas Turbines, Military, Proposal Writing, Leadership, Program Management, Management, Risk Management, Six Sigma, Team Building, Project Management, Strategy, Leadership Development, Strategic Planning, Start-ups, Budgets, Logistics, Business Planning, Security, Quality Assurance, Integration, Contract Management, Public Speaking
Education
UC Davis Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Risk Management - interest in Fraud and Financial Crimes
Chapman University 1999 — 2000
MA, Organizational Leadership
Linfield College 1994 — 1996
B.S., Management
Warner Pacific College 1993 — 1995
B.S., Human Development
Community College of the Air Force 1985 — 1995
A.S., Information Systems
Wood River High School
Kevan Hancock Kevan Hancock's Investools Experience August 2005 - May 2007
Job Online Marketing Professional
Industry Internet
Experience
Extra Space Storage February 2014 - Present
Boostability December 2012 - February 2014
SEO.com January 2010 - December 2012
MyFoodStorage.com October 2011 - August 2012
PMI May 2010 - October 2011
Hoggan Health Industries, Inc. October 2008 - February 2010
PartnerFusion June 2007 - June 2008
Investools August 2005 - May 2007
1-800 Contacts January 2004 - May 2005
Overstock.com October 2002 - January 2004
Skills
Illustrator, CRM, Affiliate Marketing, Online Marketing..., PPC Bid Management, SEO, Press Releases, Email Marketing, Contract Negotiation, Sales, Web Analytics, Google Analytics, Social Media Marketing, Wordpress, Customer Acquisition, Marketing Communications, Lead Generation, E-commerce, Start-ups, Keyword Research, Marketing, Google Webmaster Tools, Direct Marketing, Online Lead Generation, Facebook, Online Reputation..., Analytics, MSN AdCenter, Social Media, Display Advertising, Web Marketing, SEM, Link Building, Omniture, Landing Page..., Advertising, Google Adwords, Marketing Strategy, Conversion Optimization, SEO copywriting, Digital Marketing, Search Advertising, Blogging, PPC, Online Marketing, New Business Development, Affiliate Management, Account Management, Manage Client..., Channel Partners
Education
Advanced Technical Center 2001 — 2002
MCP
Salt Lake Community College 1998 — 2000
West Jordan High School 1993 — 1995
Extra Space Storage February 2014 - Present
Boostability December 2012 - February 2014
SEO.com January 2010 - December 2012
MyFoodStorage.com October 2011 - August 2012
PMI May 2010 - October 2011
Hoggan Health Industries, Inc. October 2008 - February 2010
PartnerFusion June 2007 - June 2008
Investools August 2005 - May 2007
1-800 Contacts January 2004 - May 2005
Overstock.com October 2002 - January 2004
Skills
Illustrator, CRM, Affiliate Marketing, Online Marketing..., PPC Bid Management, SEO, Press Releases, Email Marketing, Contract Negotiation, Sales, Web Analytics, Google Analytics, Social Media Marketing, Wordpress, Customer Acquisition, Marketing Communications, Lead Generation, E-commerce, Start-ups, Keyword Research, Marketing, Google Webmaster Tools, Direct Marketing, Online Lead Generation, Facebook, Online Reputation..., Analytics, MSN AdCenter, Social Media, Display Advertising, Web Marketing, SEM, Link Building, Omniture, Landing Page..., Advertising, Google Adwords, Marketing Strategy, Conversion Optimization, SEO copywriting, Digital Marketing, Search Advertising, Blogging, PPC, Online Marketing, New Business Development, Affiliate Management, Account Management, Manage Client..., Channel Partners
Education
Advanced Technical Center 2001 — 2002
MCP
Salt Lake Community College 1998 — 2000
West Jordan High School 1993 — 1995
Joe Richmond's Investools Experience February 2005 - October 2010
Job Sr. Coaching Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2012 - Present
TD Ameritrade October 2010 - February 2012
Investools February 2005 - October 2010
Investools August 2003 - February 2005
Skills
Team Management, Business Strategy, Leadership, People Management, Project Management, Investments, Banking, Management, Strategy, Finance, Process Improvement, Change Management, Financial Services, Business Planning, Analytics, Trading, Equities, Options, Innovation Management, Training, Teamwork, Collaboration Solutions, Relationship Building, Operations Management, Cross-functional Team..., Business Analysis, SAP, Coaching, Team Building, Business Development, Call Centers, Start-ups, Podcasting, Entrepreneurship, Futures Trading, Risk Management
Education
Brigham Young University
Bachelor of Science, Busness managment
Ricks College
Associates, General studies
TD Ameritrade February 2012 - Present
TD Ameritrade October 2010 - February 2012
Investools February 2005 - October 2010
Investools August 2003 - February 2005
Skills
Team Management, Business Strategy, Leadership, People Management, Project Management, Investments, Banking, Management, Strategy, Finance, Process Improvement, Change Management, Financial Services, Business Planning, Analytics, Trading, Equities, Options, Innovation Management, Training, Teamwork, Collaboration Solutions, Relationship Building, Operations Management, Cross-functional Team..., Business Analysis, SAP, Coaching, Team Building, Business Development, Call Centers, Start-ups, Podcasting, Entrepreneurship, Futures Trading, Risk Management
Education
Brigham Young University
Bachelor of Science, Busness managment
Ricks College
Associates, General studies
Dale Ainge Dale Ainge's Investools Experience 2004 - 2009
Job Leader in SaaS Industry
Industry Executive Office
Experience
Tabitop March 2014 - Present
Consulting November 2012 - March 2014
Voto, LLC 2013 - 2014
Investools from TD Ameritrade 2009 - 2012
Investools 2004 - 2009
Investools 2003 - 2004
Infopia, Inc. 2001 - 2002
NorthSky 1999 - 2001
Callware Technologies 1995 - 1999
Geneva Steel 1989 - 1995
Skills
CFO, COO, CPA, Executive Management, Acquisition Integration, Strategist, Change Catalyst, Leading Change, M&A experience, Corporate Finance, P&L Accountability, Strategic Planning, Business Strategy, Strategic Partnerships, Exit Strategies, Financial Accounting, Financial Reporting, Executive Reporting, GAAP, Internal Controls, Financial Audits, SOX 404, SEC filings, Cash Management, Budget Process, Forecasting, Financial Modeling, Performance Reporting, Business Planning, Start-up Ventures, Venture Financing, Public Equity Offerings, IPO, Private Equity Funding, Private Placements, Sales Management, Sales Operations, Management Consulting, Acquisitions, Partner Development, Partner Management, New Business Development, Operations Management, Growth Management, Change Management, Investor Education, Financial Analysis, Member of AICPA, Investment Education, Mergers
Education
Brigham Young University 1984 — 1986
Masters of Accountancy, Finance & Accounting
Brigham Young University 1981 — 1984
BS, Finance
Tabitop March 2014 - Present
Consulting November 2012 - March 2014
Voto, LLC 2013 - 2014
Investools from TD Ameritrade 2009 - 2012
Investools 2004 - 2009
Investools 2003 - 2004
Infopia, Inc. 2001 - 2002
NorthSky 1999 - 2001
Callware Technologies 1995 - 1999
Geneva Steel 1989 - 1995
Skills
CFO, COO, CPA, Executive Management, Acquisition Integration, Strategist, Change Catalyst, Leading Change, M&A experience, Corporate Finance, P&L Accountability, Strategic Planning, Business Strategy, Strategic Partnerships, Exit Strategies, Financial Accounting, Financial Reporting, Executive Reporting, GAAP, Internal Controls, Financial Audits, SOX 404, SEC filings, Cash Management, Budget Process, Forecasting, Financial Modeling, Performance Reporting, Business Planning, Start-up Ventures, Venture Financing, Public Equity Offerings, IPO, Private Equity Funding, Private Placements, Sales Management, Sales Operations, Management Consulting, Acquisitions, Partner Development, Partner Management, New Business Development, Operations Management, Growth Management, Change Management, Investor Education, Financial Analysis, Member of AICPA, Investment Education, Mergers
Education
Brigham Young University 1984 — 1986
Masters of Accountancy, Finance & Accounting
Brigham Young University 1981 — 1984
BS, Finance
Catherine Curtis Catherine Curtis's Investools Experience October 2014 - Present
Job Writer, Instructional Designer, Educator
Industry E-Learning
Experience
Investools October 2014 - Present
Allen Communication Learning Services January 2013 - August 2014
Allen Communication Learning Services August 2011 - December 2012
Allen Communication Learning Services June 2011 - August 2011
Brigham Young University September 2009 - April 2011
University Writing, Brigham Young University August 2008 - April 2011
Brigham Young University January 2010 - June 2010
Busath Photography October 2007 - May 2008
Skills
Instructional Design, E-Learning, Teaching, Adult Education, Curriculum Development, Instructor-led Training, ADDIE, Blended Learning, Copy Editing, Curriculum Design, Distance Learning, Educational Technology, Higher Education, Leadership Development, Learning Management, Public Speaking, Research, Training, University Teaching
Education
Brigham Young University 2008 — 2011
Master of Fine Arts, Creative Writing; Nonfiction
Brigham Young University 2002 — 2007
Bachelor of Art, English
Investools October 2014 - Present
Allen Communication Learning Services January 2013 - August 2014
Allen Communication Learning Services August 2011 - December 2012
Allen Communication Learning Services June 2011 - August 2011
Brigham Young University September 2009 - April 2011
University Writing, Brigham Young University August 2008 - April 2011
Brigham Young University January 2010 - June 2010
Busath Photography October 2007 - May 2008
Skills
Instructional Design, E-Learning, Teaching, Adult Education, Curriculum Development, Instructor-led Training, ADDIE, Blended Learning, Copy Editing, Curriculum Design, Distance Learning, Educational Technology, Higher Education, Leadership Development, Learning Management, Public Speaking, Research, Training, University Teaching
Education
Brigham Young University 2008 — 2011
Master of Fine Arts, Creative Writing; Nonfiction
Brigham Young University 2002 — 2007
Bachelor of Art, English
Michael Andronicus Michael Andronicus's Investools Experience January 2000 - March 2006
Job Productivity Expert at Fenton Area Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Fenton Area Chamber of Commerce November 2010 - Present
Arkeia Software April 2006 - October 2010
INVESTools January 2000 - March 2006
Skills
Team Leadership, Management, Project Management, Public Speaking
Education
California Career School 1970 — 1975
High School, Computer Science, A
Fenton Area Chamber of Commerce November 2010 - Present
Arkeia Software April 2006 - October 2010
INVESTools January 2000 - March 2006
Skills
Team Leadership, Management, Project Management, Public Speaking
Education
California Career School 1970 — 1975
High School, Computer Science, A
Marc Hanson's Investools Experience September 2005 - July 2007
Job Production Manager at Active Media Production Group
Industry Media Production
Experience
Active Media Production Group Columnistmetalasfuck.netApril 2012 - Present
National Spinal Cord Injury Association, Inc. February 2014 - March 2014
Investools September 2005 - July 2007
Skills
Production Managment, Broadcast, Video Editing, Media Production, Producing, Digital Media, Production Planning, Social Media, Photoshop, Advertising, Editing, Entertainment, Creative Writing, Multimedia, Film, Copywriting, Customer Service, Public Speaking, Marketing Strategy, Sales, Account Management, Microsoft Office
Education
Salt Lake Community College 2013 — 2016
Associate's Degree, Mass Communication/Media Studies
Active Media Production Group Columnistmetalasfuck.netApril 2012 - Present
National Spinal Cord Injury Association, Inc. February 2014 - March 2014
Investools September 2005 - July 2007
Skills
Production Managment, Broadcast, Video Editing, Media Production, Producing, Digital Media, Production Planning, Social Media, Photoshop, Advertising, Editing, Entertainment, Creative Writing, Multimedia, Film, Copywriting, Customer Service, Public Speaking, Marketing Strategy, Sales, Account Management, Microsoft Office
Education
Salt Lake Community College 2013 — 2016
Associate's Degree, Mass Communication/Media Studies
Fred Johnston Fred Johnston's Investools Experience August 2003 - June 2009
Job Director, Strategic Partnerships at Armor Active, a Mobile Technologies Inc. Company
Industry Computer Hardware
Experience
Armor Active, a Mobile Technologies Inc. Company November 2014 - Present
ArmorActive, Inc. December 2012 - November 2014
PayRoll Innovations, LLC December 2010 - December 2012
TD Ameritrade June 2009 - July 2010
Investools August 2003 - June 2009
Sucess Development Institute, Inc. July 2002 - June 2003
Franklin Covey Coaching June 1992 - December 2001
TeleConsulting Services, Inc 1993 - 1994
Skills
Executive Management, Sales Management, Call Center, Management Consulting, Database Marketing, New Business Development, Strategic Planning, Team Building, Marketing Strategy, Analytics, Customer Relations, Account Management, Marketing Management, Selling, Direct Marketing, Organizational..., Operations Management, Negotiation, Team Leadership, Mentoring, Coaching, Public Speaking, Small Business, Mergers, Sales Process, Change Management, Process Improvement, Business Strategy, Direct Sales, Forecasting, Problem Solving, Product Development, Start-ups, Product Management, Leadership Development, Customer Service, Entrepreneurship, Contact Center..., Contact Center Strategy, Contact Center..., Call Flow Design, Call Center Architecture, Lead Management, CRM Integration, Call Centers, Training, Sales, B2B, Strategy, Mergers & Acquisitions
Education
Franklin Pierce College 1983 — 1986
Business, Accounting
Armor Active, a Mobile Technologies Inc. Company November 2014 - Present
ArmorActive, Inc. December 2012 - November 2014
PayRoll Innovations, LLC December 2010 - December 2012
TD Ameritrade June 2009 - July 2010
Investools August 2003 - June 2009
Sucess Development Institute, Inc. July 2002 - June 2003
Franklin Covey Coaching June 1992 - December 2001
TeleConsulting Services, Inc 1993 - 1994
Skills
Executive Management, Sales Management, Call Center, Management Consulting, Database Marketing, New Business Development, Strategic Planning, Team Building, Marketing Strategy, Analytics, Customer Relations, Account Management, Marketing Management, Selling, Direct Marketing, Organizational..., Operations Management, Negotiation, Team Leadership, Mentoring, Coaching, Public Speaking, Small Business, Mergers, Sales Process, Change Management, Process Improvement, Business Strategy, Direct Sales, Forecasting, Problem Solving, Product Development, Start-ups, Product Management, Leadership Development, Customer Service, Entrepreneurship, Contact Center..., Contact Center Strategy, Contact Center..., Call Flow Design, Call Center Architecture, Lead Management, CRM Integration, Call Centers, Training, Sales, B2B, Strategy, Mergers & Acquisitions
Education
Franklin Pierce College 1983 — 1986
Business, Accounting
Brett Crowther Brett Crowther's Investools Experience September 2004 - Present
Job Financial Educator at Investools
Industry Financial Services
Experience
TD Ameritrade 2009 - Present
Investools September 2004 - Present
Skills
Public Speaking, Coaching, Mentoring, Strategic Planning, Team Building, Leadership, Investments, Risk Management, Management, Portfolio Management, Customer Service, Entrepreneurship, Leadership Development
Education
Brigham Young University
Bachlor of Arts, Political Science and Government
TD Ameritrade 2009 - Present
Investools September 2004 - Present
Skills
Public Speaking, Coaching, Mentoring, Strategic Planning, Team Building, Leadership, Investments, Risk Management, Management, Portfolio Management, Customer Service, Entrepreneurship, Leadership Development
Education
Brigham Young University
Bachlor of Arts, Political Science and Government
Kevin Arrington Kevin Arrington's Investools Experience October 2003 - October 2005
Job Management Consultant
Industry Management Consulting
Experience
RLG International January 2009 - Present
TrueNorth Academy October 2005 - March 2008
Investools October 2003 - October 2005
Daily Dose Learning Systems November 2001 - October 2003
US Army 1991 - 1994
Skills
Leadership, Management Consulting, Management, Project Management, Coaching, Investments, Program Management, Business Process..., Leadership Development, Training, Team Building, Strategic Planning, Project Planning, Process Improvement, Performance Management, Executive Coaching, Entrepreneurship, Cross-functional Team..., Corporate Training, Change Management, Business Strategy, Business Development
Education
Brigham Young University 2001 — 2003
MBA
University of Utah 1994 — 1997
BA
RLG International January 2009 - Present
TrueNorth Academy October 2005 - March 2008
Investools October 2003 - October 2005
Daily Dose Learning Systems November 2001 - October 2003
US Army 1991 - 1994
Skills
Leadership, Management Consulting, Management, Project Management, Coaching, Investments, Program Management, Business Process..., Leadership Development, Training, Team Building, Strategic Planning, Project Planning, Process Improvement, Performance Management, Executive Coaching, Entrepreneurship, Cross-functional Team..., Corporate Training, Change Management, Business Strategy, Business Development
Education
Brigham Young University 2001 — 2003
MBA
University of Utah 1994 — 1997
BA
Jared Wilks, CPA, CFE's Investools Experience 2004 - 2005
Job Vice President of Finance at ObservePoint
Industry Accounting
Experience
ObservePoint 2015 - Present
HireVue 2010 - 2015
Mozy 2005 - 2009
Investools 2004 - 2005
Brigham Young University 2001 - 2004
Cooper Clinic and Cooper Aerobics Enterprises 1998 - 2001
Coopers & Lybrand, LLP 1997 - 1998
Skills
Internal Controls, Financial Modeling, Budgeting, Cash Flow Forecasting, SaaS, Venture Financing, Board of Directors..., QuickBooks, Budgets, Microsoft Dynamics, Contract Negotiation, Accounting, Entrepreneurship, Business Strategy, Start-ups, Sales, Leadership, Business Development, Management, Strategic Planning, Negotiation, Enterprise Software, Strategy, Forecasting, Microsoft Excel, Finance, Salesforce.com, Risk Management, GAAP, Analysis, Revenue Recognition, US GAAP, Financial Analysis, Executive Management, Counting, Drinking Water
Education
Brigham Young University
Master of Professional Accountancy, with Distinction, Accounting
Brigham Young University
BS, Accounting Major, Music Minor
ObservePoint 2015 - Present
HireVue 2010 - 2015
Mozy 2005 - 2009
Investools 2004 - 2005
Brigham Young University 2001 - 2004
Cooper Clinic and Cooper Aerobics Enterprises 1998 - 2001
Coopers & Lybrand, LLP 1997 - 1998
Skills
Internal Controls, Financial Modeling, Budgeting, Cash Flow Forecasting, SaaS, Venture Financing, Board of Directors..., QuickBooks, Budgets, Microsoft Dynamics, Contract Negotiation, Accounting, Entrepreneurship, Business Strategy, Start-ups, Sales, Leadership, Business Development, Management, Strategic Planning, Negotiation, Enterprise Software, Strategy, Forecasting, Microsoft Excel, Finance, Salesforce.com, Risk Management, GAAP, Analysis, Revenue Recognition, US GAAP, Financial Analysis, Executive Management, Counting, Drinking Water
Education
Brigham Young University
Master of Professional Accountancy, with Distinction, Accounting
Brigham Young University
BS, Accounting Major, Music Minor
Monica Shelley Morton Monica Shelley Morton's Investools Experience September 2005 - March 2008
Job Manager of Product Development and Sales
Industry Financial Services
Experience
Utah Transit Authority February 2015 - Present
Utah Transit Authority April 2009 - Present
Ken Garff Automotive Group March 2008 - November 2008
Investools September 2005 - March 2008
Deloitte January 2000 - 2004
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, GAAP, Risk Management, Financial Planning, Finance, Financial Accounting, SEC Filings, Consolidation
Education
Utah State University 1998 — 2000
Master of Business Administration (MBA), Accounting and Business/Management
Brigham Young University 1994 — 1997
BS Accounting, Accounting
Utah Transit Authority February 2015 - Present
Utah Transit Authority April 2009 - Present
Ken Garff Automotive Group March 2008 - November 2008
Investools September 2005 - March 2008
Deloitte January 2000 - 2004
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, GAAP, Risk Management, Financial Planning, Finance, Financial Accounting, SEC Filings, Consolidation
Education
Utah State University 1998 — 2000
Master of Business Administration (MBA), Accounting and Business/Management
Brigham Young University 1994 — 1997
BS Accounting, Accounting
Adam Sanchez's Investools Experience June 2004 - February 2006
Job National Sales Director
Industry Education Management
Experience
Precision Exams January 2013 - Present
School Improvement Network October 2012 - January 2013
Certiport June 2009 - August 2012
CR England December 2008 - June 2009
True North Academy February 2006 - November 2008
Investools June 2004 - February 2006
PCLaptops, LLC March 1998 - June 2004
Skills
Certfied in MOS Word,..., IC3/GS3 Digital..., ETS ICritical Thinking..., CompTia Strata IT..., Leadership, Sales Management, Lead Generation, Salesforce.com, Coaching, Outlook, Microsoft Excel, Start-ups, Sales Operations, SaaS, MOS, Selling, Team Building, Fundamentals, Training, Strategy, Marketing, Customer Service, Sales Process, B2B, Complex Sales, Digital Literacy, Management, Channel Sales, Sales, E-Learning, Channel Partners, Strategic Partnerships, CRM, Direct Sales, Cold Calling, Business Development, Solution Selling, Team Leadership
Education
Salt Lake Community College 1999 — 2001
AS
Precision Exams January 2013 - Present
School Improvement Network October 2012 - January 2013
Certiport June 2009 - August 2012
CR England December 2008 - June 2009
True North Academy February 2006 - November 2008
Investools June 2004 - February 2006
PCLaptops, LLC March 1998 - June 2004
Skills
Certfied in MOS Word,..., IC3/GS3 Digital..., ETS ICritical Thinking..., CompTia Strata IT..., Leadership, Sales Management, Lead Generation, Salesforce.com, Coaching, Outlook, Microsoft Excel, Start-ups, Sales Operations, SaaS, MOS, Selling, Team Building, Fundamentals, Training, Strategy, Marketing, Customer Service, Sales Process, B2B, Complex Sales, Digital Literacy, Management, Channel Sales, Sales, E-Learning, Channel Partners, Strategic Partnerships, CRM, Direct Sales, Cold Calling, Business Development, Solution Selling, Team Leadership
Education
Salt Lake Community College 1999 — 2001
AS
Rebekah Lindsey Rebekah Lindsey's Investools Experience March 2007 - November 2012
Job Detail Oriented Computer Specialist
Industry Executive Office
Experience
Investools March 2007 - November 2012
Investools February 2006 - March 2007
Salt Lake Community College July 2005 - February 2006
Skills
SAP CRM, SAP ERP, Microsoft Excel, Microsoft Word, Outlook, Filing, Detailed Organization, Travel, Appointment Scheduling, Team Building, Problem Solving, CRM, Customer Service, SAP
Education
Salt Lake Community College 2003 — 2005
Investools March 2007 - November 2012
Investools February 2006 - March 2007
Salt Lake Community College July 2005 - February 2006
Skills
SAP CRM, SAP ERP, Microsoft Excel, Microsoft Word, Outlook, Filing, Detailed Organization, Travel, Appointment Scheduling, Team Building, Problem Solving, CRM, Customer Service, SAP
Education
Salt Lake Community College 2003 — 2005
Charlene Carpentier Charlene Carpentier's Investools Experience 1995 - 2004
Job "Excellence in Execution" Web and print producer ePublishing Digital Publishing
Industry Publishing
Experience
Professional Development 1995 - 2015
Looking for new job opportunities as web and/or print producer 2014 - 2014
Cengage Learning 2007 - 2014
Friendfinder, Inc. 2004 - 2006
Investools 1995 - 2004
Skills
Publishing, Copywriting, CSS, Email Marketing, Editorial, Quality Assurance, Management, Books, Web Development, CMS, Social Networking, Magazines, Software Documentation, SDLC, Content Management, WordPress, Dreamweaver, Art Direction, Content Development, Adobe Acrobat, Outstanding time..., Online Marketing, Editing, Online Publishing, Marketing, Web Content, Digital Strategy, Creative Problem Solving, Digital Media, Publications, Content Strategy, Web Content Management, Ebooks, Textbooks, Academic Publishing, User Experience, Copy Editing, Time Management, Project Management
Education
Cañada College 1969 — 1971
AA
Canada College
AA Degree in English Literature and Currently Studying Web Design
Professional Development 1995 - 2015
Looking for new job opportunities as web and/or print producer 2014 - 2014
Cengage Learning 2007 - 2014
Friendfinder, Inc. 2004 - 2006
Investools 1995 - 2004
Skills
Publishing, Copywriting, CSS, Email Marketing, Editorial, Quality Assurance, Management, Books, Web Development, CMS, Social Networking, Magazines, Software Documentation, SDLC, Content Management, WordPress, Dreamweaver, Art Direction, Content Development, Adobe Acrobat, Outstanding time..., Online Marketing, Editing, Online Publishing, Marketing, Web Content, Digital Strategy, Creative Problem Solving, Digital Media, Publications, Content Strategy, Web Content Management, Ebooks, Textbooks, Academic Publishing, User Experience, Copy Editing, Time Management, Project Management
Education
Cañada College 1969 — 1971
AA
Canada College
AA Degree in English Literature and Currently Studying Web Design
Jeremiah hale Jeremiah hale's Investools Experience January 2006 - July 2010
Job Sr. DBA at CaptionCall
Industry Information Technology and Services
Experience
CaptionCall August 2013 - Present
lds church September 2011 - August 2013
Tomax Corporation June 2010 - September 2011
Investools January 2006 - July 2010
Skills
Databases, SQL, Microsoft SQL Server, Database Design, Database Administration, Linux, Oracle, Performance Tuning, MySQL, Unix, System Administration, Disaster Recovery, SQL Tuning, Windows Server, PL/SQL
Education
Stevens Henager College 2006 — 2009
Bachelor of Science (BS), Computer Science
CaptionCall August 2013 - Present
lds church September 2011 - August 2013
Tomax Corporation June 2010 - September 2011
Investools January 2006 - July 2010
Skills
Databases, SQL, Microsoft SQL Server, Database Design, Database Administration, Linux, Oracle, Performance Tuning, MySQL, Unix, System Administration, Disaster Recovery, SQL Tuning, Windows Server, PL/SQL
Education
Stevens Henager College 2006 — 2009
Bachelor of Science (BS), Computer Science
Jarom Chung Jarom Chung's Investools Experience January 2008 - August 2008
Job Ph.D. Candidate at Harvard Medical School
Industry Research
Experience
Harvard University August 2011 - Present
Brigham Young University 2009 - 2011
Provo Postal Credit Union 2008 - 2010
Investools January 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Teaching, Mathematics, Spanish, Written & Oral..., Data Analysis, Statistics, Matlab
Education
Harvard University 2011 — 2016
Doctor of Philosophy (PhD), Biological and Biomedical Sciences
Brigham Young University 2006 — 2011
Bachelor of Science (BS), Physiology and Developmental Biology
Harvard University August 2011 - Present
Brigham Young University 2009 - 2011
Provo Postal Credit Union 2008 - 2010
Investools January 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Teaching, Mathematics, Spanish, Written & Oral..., Data Analysis, Statistics, Matlab
Education
Harvard University 2011 — 2016
Doctor of Philosophy (PhD), Biological and Biomedical Sciences
Brigham Young University 2006 — 2011
Bachelor of Science (BS), Physiology and Developmental Biology
Michael Batty Michael Batty's Investools Experience June 2005 - June 2010
Job How to Trade Stock Market, Options and Futures
Industry Education Management
Experience
Self-employed June 1997 - Present
Investools June 2005 - June 2010
Skills
Public Speaking, Customer Service, Strategic Planning, Small Business, New Business Development, Teaching, Team Building, Social Media Marketing, Marketing Strategy, Leadership Development, Team Leadership, Social Media, Entrepreneurship, Project Management, Leadership, Sales Management, Coaching, Marketing, Management, Business Strategy, Public Relations, Microsoft Office, Training, Fundraising, Start-ups, Social Networking, Business Planning, Budgets, Nonprofits, Sales, Online Marketing, Negotiation, Business Development, Strategy, Management Consulting, Online Advertising, Recruiting, Analysis, Options, Event Management, Editing, Program Management, Project Planning, Marketing Communications, Advertising, Research, Change Management, Account Management, Event Planning
Education
Brigham Young University
Master of Science (MS), Business Administration, Management and Operations
Self-employed June 1997 - Present
Investools June 2005 - June 2010
Skills
Public Speaking, Customer Service, Strategic Planning, Small Business, New Business Development, Teaching, Team Building, Social Media Marketing, Marketing Strategy, Leadership Development, Team Leadership, Social Media, Entrepreneurship, Project Management, Leadership, Sales Management, Coaching, Marketing, Management, Business Strategy, Public Relations, Microsoft Office, Training, Fundraising, Start-ups, Social Networking, Business Planning, Budgets, Nonprofits, Sales, Online Marketing, Negotiation, Business Development, Strategy, Management Consulting, Online Advertising, Recruiting, Analysis, Options, Event Management, Editing, Program Management, Project Planning, Marketing Communications, Advertising, Research, Change Management, Account Management, Event Planning
Education
Brigham Young University
Master of Science (MS), Business Administration, Management and Operations
Doug Eatough Doug Eatough's Investools Experience August 2003 - May 2008
Job Investools Coach
Industry Financial Services
Experience
TD Ameritrade April 2009 - Present
TD Ameritrade 2003 - 2010
Investools August 2003 - May 2008
Investools August 2003 - May 2008
Investools 2003 - 2004
Fidelity Investments 1991 - 2002
Fidelity Brokerage Services 1991 - 2002
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Mergers & Acquisitions, Trading, Financial Services, Derivatives, Management, Options, Coaching, Capital Markets, Access, Microsoft Excel, Time Management, Series 7, Strategic Financial..., Mutual Funds, Series 63
Education
Brigham Young University 1988 — 1990
MBA, Business
University of Utah 1983 — 1988
BA, Biology/Chemistry
TD Ameritrade April 2009 - Present
TD Ameritrade 2003 - 2010
Investools August 2003 - May 2008
Investools August 2003 - May 2008
Investools 2003 - 2004
Fidelity Investments 1991 - 2002
Fidelity Brokerage Services 1991 - 2002
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Mergers & Acquisitions, Trading, Financial Services, Derivatives, Management, Options, Coaching, Capital Markets, Access, Microsoft Excel, Time Management, Series 7, Strategic Financial..., Mutual Funds, Series 63
Education
Brigham Young University 1988 — 1990
MBA, Business
University of Utah 1983 — 1988
BA, Biology/Chemistry
Chad Schoepke's Investools Experience June 2005 - August 2008
Job Director of Software Engineering at Progressive Leasing
Industry Financial Services
Experience
Progressive Leasing April 2015 - Present
Progressive Leasing March 2013 - April 2015
Practical Dental Assisting of Utah October 2012 - March 2014
CR England October 2010 - September 2012
England Logistics LLC Salt Lake City, Utah April 2009 - October 2010
Idearc Media August 2008 - February 2009
Investools June 2005 - August 2008
Skills
Team Building, Cross-functional Team..., Business Analysis, Analysis, Team Leadership, Certified Scrum Master, Data Analysis, Management, Team Facilitation, Agile Methodologies, Agile Project Management, Microsoft Excel, Requirements Gathering, Access, Microsoft Office, Portal Technologies, Program Management, Business Development, Budgets, Forecasting, Sales, ERP, Leadership, Client Liason, Release Notes, Scrum, Strategic Communications, Functional Testing, Functional..., Atlassian JIRA, Business Requirements, Data Validation, Excel, Troubleshooting, Research, Budgeting, Problem Analysis, Reporting & Analysis, Requirements Analysis, Requirements Management, System Testing, Test Automation Tools
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.)
University of Phoenix 2008 — 2012
Bachelor's Degree, Business Management
Diablo Valley College
Finance, General
Progressive Leasing April 2015 - Present
Progressive Leasing March 2013 - April 2015
Practical Dental Assisting of Utah October 2012 - March 2014
CR England October 2010 - September 2012
England Logistics LLC Salt Lake City, Utah April 2009 - October 2010
Idearc Media August 2008 - February 2009
Investools June 2005 - August 2008
Skills
Team Building, Cross-functional Team..., Business Analysis, Analysis, Team Leadership, Certified Scrum Master, Data Analysis, Management, Team Facilitation, Agile Methodologies, Agile Project Management, Microsoft Excel, Requirements Gathering, Access, Microsoft Office, Portal Technologies, Program Management, Business Development, Budgets, Forecasting, Sales, ERP, Leadership, Client Liason, Release Notes, Scrum, Strategic Communications, Functional Testing, Functional..., Atlassian JIRA, Business Requirements, Data Validation, Excel, Troubleshooting, Research, Budgeting, Problem Analysis, Reporting & Analysis, Requirements Analysis, Requirements Management, System Testing, Test Automation Tools
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.)
University of Phoenix 2008 — 2012
Bachelor's Degree, Business Management
Diablo Valley College
Finance, General
Jae Schroeder, CPLP® Jae Schroeder, CPLP®'s Investools Experience 2003 - 2011
Job L&D Manager, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2011 - Present
Investools 2003 - 2011
Goldman Sachs 2000 - 2001
Franklin Covey 1998 - 2000
Response Analysis 1996 - 1998
Skills
Employee Training, Leadership Development..., Leadership Development, Training Delivery, Program Management, Training, Investments, Leadership, Coaching, Organizational..., Portfolio Management, Performance Management, Analysis, Series 7, Financial Services, Options, Management, Mutual Funds, Risk Management, Equities, E-Learning, Trading, Series 63, FINRA, Organizational..., Strategy, Series 24, Uniform Combined State..., Securities, Retirement, Financial Analysis, Relationship Management, Staff Development, Project Management, Process Improvement, Instructional Design, Instructional Technology, Instructional Systems..., Change Management, Series 66, Retirement Planning, Management Consulting, Sales, Salesforce.com
Education
Utah State University 2013 — 2016
Master's Degree, Instructional Technology & Learning Sciences, 4.0
Brigham Young University 1998 — 2002
Bachelor of Science, Finance, General
TD Ameritrade 2011 - Present
Investools 2003 - 2011
Goldman Sachs 2000 - 2001
Franklin Covey 1998 - 2000
Response Analysis 1996 - 1998
Skills
Employee Training, Leadership Development..., Leadership Development, Training Delivery, Program Management, Training, Investments, Leadership, Coaching, Organizational..., Portfolio Management, Performance Management, Analysis, Series 7, Financial Services, Options, Management, Mutual Funds, Risk Management, Equities, E-Learning, Trading, Series 63, FINRA, Organizational..., Strategy, Series 24, Uniform Combined State..., Securities, Retirement, Financial Analysis, Relationship Management, Staff Development, Project Management, Process Improvement, Instructional Design, Instructional Technology, Instructional Systems..., Change Management, Series 66, Retirement Planning, Management Consulting, Sales, Salesforce.com
Education
Utah State University 2013 — 2016
Master's Degree, Instructional Technology & Learning Sciences, 4.0
Brigham Young University 1998 — 2002
Bachelor of Science, Finance, General
Arden Engebretsen Arden Engebretsen's Investools Experience 2005 - 2008
Job Marketing and Business Development
Industry Management Consulting
Experience
Global Manager and Consultant July 2011 - Present
Blendtec June 2011 - November 2013
Arden Consulting June 2008 - June 2011
Investools 2005 - 2008
Arden Square January 1992 - January 2005
Skills
Sales, Investments, Coaching, Business Development, Start-ups, Business Planning, Marketing Strategy, Leadership, Entrepreneurship, Training, Management, Account Management, New Business Development, Marketing, Leadership Development, Sales Management, Strategy, Team Leadership, Sales Process, Social Media Marketing, Risk Management, Time Management, Finance, Microsoft Office, Project Management, Market Research, Online Marketing, Strategic Planning, Public Speaking, Direct Sales, Selling, Microsoft Excel, Social Media, Customer Service, Latin American Business
Education
Thunderbird School of Global Management 1991 — 1992
Master International Management, Global Business
Brigham Young University 1979 — 1984
Bachelor of Arts (B.A.), Spanish Language and Literature
Thunderbird School of Global Management
Masters of International Management
Global Manager and Consultant July 2011 - Present
Blendtec June 2011 - November 2013
Arden Consulting June 2008 - June 2011
Investools 2005 - 2008
Arden Square January 1992 - January 2005
Skills
Sales, Investments, Coaching, Business Development, Start-ups, Business Planning, Marketing Strategy, Leadership, Entrepreneurship, Training, Management, Account Management, New Business Development, Marketing, Leadership Development, Sales Management, Strategy, Team Leadership, Sales Process, Social Media Marketing, Risk Management, Time Management, Finance, Microsoft Office, Project Management, Market Research, Online Marketing, Strategic Planning, Public Speaking, Direct Sales, Selling, Microsoft Excel, Social Media, Customer Service, Latin American Business
Education
Thunderbird School of Global Management 1991 — 1992
Master International Management, Global Business
Brigham Young University 1979 — 1984
Bachelor of Arts (B.A.), Spanish Language and Literature
Thunderbird School of Global Management
Masters of International Management
Larry Clay Larry Clay's Investools Experience 1994 - 1999
Job Senior Designer at RTI International
Industry Publishing
Experience
Patelco Credit Union August 2010 - June 2014
Goodguys Rod & Custom 2003 - September 2010
Autodaq Corporation 2000 - 2003
RealNames 1999 - 2000
Investools 1994 - 1999
M&T Publishing 1988 - 1992
Los Angeles Magazine 1980 - 1988
Skills
Adobe Creative Suite, Art Direction, Creative Direction, Graphic Design, Copywriting, Photography, Direct Mail, Web Design, Graphics, Marketing, Adobe Acrobat, Publishing, Magazines, QuarkXPress, Advertising, Creative Strategy, Layout, InDesign, Illustrator, Email Marketing, Management, Brand Development, Team Building, Mentoring, Team Leadership
Education
California Institute of the Arts 1971 — 1975
BFA, Photography & Graphic Design
Patelco Credit Union August 2010 - June 2014
Goodguys Rod & Custom 2003 - September 2010
Autodaq Corporation 2000 - 2003
RealNames 1999 - 2000
Investools 1994 - 1999
M&T Publishing 1988 - 1992
Los Angeles Magazine 1980 - 1988
Skills
Adobe Creative Suite, Art Direction, Creative Direction, Graphic Design, Copywriting, Photography, Direct Mail, Web Design, Graphics, Marketing, Adobe Acrobat, Publishing, Magazines, QuarkXPress, Advertising, Creative Strategy, Layout, InDesign, Illustrator, Email Marketing, Management, Brand Development, Team Building, Mentoring, Team Leadership
Education
California Institute of the Arts 1971 — 1975
BFA, Photography & Graphic Design
Kaulana Shum's Investools Experience June 2010 - October 2011
Job Offering omnichannel marketers better, datadriven insights into the behaviors of their customers
Industry Computer Software
Experience
Rakuten Marketing January 2015 - Present
Quid, Inc. July 2014 - January 2015
Domo, Inc. 2014 - July 2014
Domo, Inc. June 2012 - 2014
Workfront (formerly AtTask) October 2011 - June 2012
Investools June 2010 - October 2011
NO MORE Mortgage November 2009 - July 2010
APX Alarm (Now Vivint.) September 2007 - August 2009
Skills
Salesforce.com, Shoe-tying, Sales Process, CRM, Sales, SaaS, Sales Management, Enterprise Software, Leadership, Training, Chinese, Sales Operations, Start-ups, Selling Skills, Lead Generation, Herding Cats, High Fives, Business Intelligence, Bacon, Turtle, Eggs, Drifting, Outbound sales...
Education
Brigham Young University 2004 — 2007
BA, Linguistics
Mary Carroll High School 1996 — 2000
High School, 4.0
Rakuten Marketing January 2015 - Present
Quid, Inc. July 2014 - January 2015
Domo, Inc. 2014 - July 2014
Domo, Inc. June 2012 - 2014
Workfront (formerly AtTask) October 2011 - June 2012
Investools June 2010 - October 2011
NO MORE Mortgage November 2009 - July 2010
APX Alarm (Now Vivint.) September 2007 - August 2009
Skills
Salesforce.com, Shoe-tying, Sales Process, CRM, Sales, SaaS, Sales Management, Enterprise Software, Leadership, Training, Chinese, Sales Operations, Start-ups, Selling Skills, Lead Generation, Herding Cats, High Fives, Business Intelligence, Bacon, Turtle, Eggs, Drifting, Outbound sales...
Education
Brigham Young University 2004 — 2007
BA, Linguistics
Mary Carroll High School 1996 — 2000
High School, 4.0
Cari Johnson Cari Johnson's Investools Experience 2006 - 2007
Job Technical Recruiter at Vivint
Industry Information Technology and Services
Experience
Vivint June 2013 - Present
BMA Banking Systems February 2008 - December 2012
The Church of Jesus Christ of Latter-day Saints 2007 - 2008
Investools 2006 - 2007
NextGen Healthcare Information Systems 2003 - 2006
Companion Technologies 1997 - 2002
Skills
Software Documentation, Microsoft Excel, Microsoft Office, Sourcing, Screening Resumes, Interviewing Skills, Negotiation, Software Project..., Event Management, Team Management, Executive Calendar..., Written & Oral..., Technical Training, Employee Training, Technical Writing, Text Editing, PowerPoint, Microsoft Word, GoToMeeting, WebEx, Business Travel, Travel Planning, Human Resources, Recruiting
Education
Brigham Young University
Bachelor of Arts (B.A.), English Language and Literature, General
Vivint June 2013 - Present
BMA Banking Systems February 2008 - December 2012
The Church of Jesus Christ of Latter-day Saints 2007 - 2008
Investools 2006 - 2007
NextGen Healthcare Information Systems 2003 - 2006
Companion Technologies 1997 - 2002
Skills
Software Documentation, Microsoft Excel, Microsoft Office, Sourcing, Screening Resumes, Interviewing Skills, Negotiation, Software Project..., Event Management, Team Management, Executive Calendar..., Written & Oral..., Technical Training, Employee Training, Technical Writing, Text Editing, PowerPoint, Microsoft Word, GoToMeeting, WebEx, Business Travel, Travel Planning, Human Resources, Recruiting
Education
Brigham Young University
Bachelor of Arts (B.A.), English Language and Literature, General
Todd Doyle's Investools Experience 2006 - 2009
Job Senior Manager at Investools from TD Ameritrade
Industry Education Management
Experience
Investools from TD Ameritrade 2011 - Present
Investools from TD Ameritrade 2009 - 2011
Investools 2006 - 2009
Investools, Inc 2004 - 2006
Olympic Landscape 2002 - 2004
Skills
Team Building, New Business Development, Business Strategy, Budgets, Organizational..., Technical Analysis, Team Leadership, Leadership Development, Training, Trading, Project Management, Public Speaking, Process Improvement, Strategy, Entrepreneurship, Business Planning, Management, Risk Management, Analysis, Call Centers, Account Management, Business Development, Financial Markets, Change Management, Sales Management, Collaborative Leadership, Project Coordination, Communication, SAP CRM, Microsoft Office, Logistics Management, Tactical Sales Planning, Finance, Business Analysis, Leadership, Event Scheduling, Schedules, Relationship Management
Education
Western Governors University
Business Management
ITT Technical Institute-Seattle
Computer Aided Drafting & Design
Investools from TD Ameritrade 2011 - Present
Investools from TD Ameritrade 2009 - 2011
Investools 2006 - 2009
Investools, Inc 2004 - 2006
Olympic Landscape 2002 - 2004
Skills
Team Building, New Business Development, Business Strategy, Budgets, Organizational..., Technical Analysis, Team Leadership, Leadership Development, Training, Trading, Project Management, Public Speaking, Process Improvement, Strategy, Entrepreneurship, Business Planning, Management, Risk Management, Analysis, Call Centers, Account Management, Business Development, Financial Markets, Change Management, Sales Management, Collaborative Leadership, Project Coordination, Communication, SAP CRM, Microsoft Office, Logistics Management, Tactical Sales Planning, Finance, Business Analysis, Leadership, Event Scheduling, Schedules, Relationship Management
Education
Western Governors University
Business Management
ITT Technical Institute-Seattle
Computer Aided Drafting & Design
Josh Sutherland's Investools Experience January 2006 - May 2008
Job Sales Manager
Industry Marketing and Advertising
Experience
SEO.com August 2010 - Present
Friendemic January 2013 - March 2014
Tigrent Learning June 2008 - July 2010
Investools January 2006 - May 2008
Skills
Online Advertising, Public Speaking, Social Media, Social Media Marketing, Marketing Strategy, Coaching, Sales, Marketing, Team Building, Strategic Planning, Sales Management, Teaching, Event Planning, Customer Service, New Business Development, PPC, Salesforce.com, Google Analytics, Account Management, Training, SEM, SEO, Management, Online Marketing, Entrepreneurship
Education
Southern Utah University 2000 — 2002
SEO.com August 2010 - Present
Friendemic January 2013 - March 2014
Tigrent Learning June 2008 - July 2010
Investools January 2006 - May 2008
Skills
Online Advertising, Public Speaking, Social Media, Social Media Marketing, Marketing Strategy, Coaching, Sales, Marketing, Team Building, Strategic Planning, Sales Management, Teaching, Event Planning, Customer Service, New Business Development, PPC, Salesforce.com, Google Analytics, Account Management, Training, SEM, SEO, Management, Online Marketing, Entrepreneurship
Education
Southern Utah University 2000 — 2002
Quincy Watkins Quincy Watkins's Investools Experience January 2008 - October 2010
Job Defined Contribution Specialist at Utah Ret
Industry Financial Services
Experience
East High School August 2014 - Present
Utah Retirement Systems June 2012 - Present
Send Out Cards April 2012 - June 2012
TD Ameritrade 2010 - 2012
Investools January 2008 - October 2010
Aetna Behavioral Health June 2007 - October 2010
Skills
PowerPoint, Research, Photoshop, Teaching, Customer Retention, Call Center, Public Speaking, Process Improvement, Sales, Leadership, Team Building, Management, Team Leadership, Time Management, Training, Business Development, Coaching, Customer Service, Strategic Planning
Education
University of Utah 2000 — 2003
Bachelor of Science (B.S.), Human Development & Family Studies
Los Angeles Harbor College 1999 — 2000
Associates of Art, General Studies
East High School August 2014 - Present
Utah Retirement Systems June 2012 - Present
Send Out Cards April 2012 - June 2012
TD Ameritrade 2010 - 2012
Investools January 2008 - October 2010
Aetna Behavioral Health June 2007 - October 2010
Skills
PowerPoint, Research, Photoshop, Teaching, Customer Retention, Call Center, Public Speaking, Process Improvement, Sales, Leadership, Team Building, Management, Team Leadership, Time Management, Training, Business Development, Coaching, Customer Service, Strategic Planning
Education
University of Utah 2000 — 2003
Bachelor of Science (B.S.), Human Development & Family Studies
Los Angeles Harbor College 1999 — 2000
Associates of Art, General Studies
David Harrelson David Harrelson's Investools Experience November 2005 - September 2008
Job Project Manager at Hancock Signature Services
Industry Construction
Experience
Hancock Signature Services August 2000 - Present
Independence University 2013 - 2013
Investools November 2005 - September 2008
DBM Development, LLC May 1993 - October 2005
Tradesmen International, Inc. 2000 - 2002
U.S. Army October 1982 - June 1994
Skills
Construction, Construction Management, Project Management, Contract Negotiation, Budgets, Contract Management, Strategic Planning, Project Planning, Contractors, Negotiation, New Business Development, Business Development, Customer Service, Teamwork, Team Building, Business Planning, Training, Public Speaking, CRM, Management, Program Management, Team Leadership, Business Strategy, Risk Management, Start-ups, Leadership, Purchasing, Microsoft Office, Sales Management, Analysis, Operations Management, Account Management, Change Management, Sales, Coaching, Process Improvement
Education
Salt Lake Community College 1988 — 1991
Associate of Science (AS), Finance and Financial Management Services
Granger High 1981 — 1982
GED, Basic Education
Hancock Signature Services August 2000 - Present
Independence University 2013 - 2013
Investools November 2005 - September 2008
DBM Development, LLC May 1993 - October 2005
Tradesmen International, Inc. 2000 - 2002
U.S. Army October 1982 - June 1994
Skills
Construction, Construction Management, Project Management, Contract Negotiation, Budgets, Contract Management, Strategic Planning, Project Planning, Contractors, Negotiation, New Business Development, Business Development, Customer Service, Teamwork, Team Building, Business Planning, Training, Public Speaking, CRM, Management, Program Management, Team Leadership, Business Strategy, Risk Management, Start-ups, Leadership, Purchasing, Microsoft Office, Sales Management, Analysis, Operations Management, Account Management, Change Management, Sales, Coaching, Process Improvement
Education
Salt Lake Community College 1988 — 1991
Associate of Science (AS), Finance and Financial Management Services
Granger High 1981 — 1982
GED, Basic Education
Nick Spencer, MBA Nick Spencer, MBA's Investools Experience June 2010 - June 2011
Job Director of Marketing & New Business Development at Sutton Enterprises Inc.
Industry Nonprofit Organization Management
Experience
Sutton Enterprises Inc. June 2014 - Present
Rheo Inventory June 2011 - June 2014
Investools June 2010 - June 2011
Association Headquarters, Inc. November 2009 - June 2010
Association Headquarters, Inc. December 2006 - December 2009
Mid-Atlantic Diagnostics November 2000 - November 2006
Capitol Services, Inc. August 1999 - October 2000
Skills
Marketing Strategy, New Business Development, Strategic Planning, Marketing, Marketing Management, Market Research, CRM, Sales Management, Online Marketing, Social Media Marketing, Brand Management, Strategy, Social Media, Management, Public Speaking, Corporate Branding, Email Marketing, Program Management, Budgets, Sales, Logistics Management, New Business Launch, Sales Process, Channel Management, Channel Partners, Logistics Planning, Warehouse Management, Direct Sales, Process Improvement
Education
Drexel University
MBA, Marketing
American University 1996 — 2000
BA, Public Communication, History
Sutton Enterprises Inc. June 2014 - Present
Rheo Inventory June 2011 - June 2014
Investools June 2010 - June 2011
Association Headquarters, Inc. November 2009 - June 2010
Association Headquarters, Inc. December 2006 - December 2009
Mid-Atlantic Diagnostics November 2000 - November 2006
Capitol Services, Inc. August 1999 - October 2000
Skills
Marketing Strategy, New Business Development, Strategic Planning, Marketing, Marketing Management, Market Research, CRM, Sales Management, Online Marketing, Social Media Marketing, Brand Management, Strategy, Social Media, Management, Public Speaking, Corporate Branding, Email Marketing, Program Management, Budgets, Sales, Logistics Management, New Business Launch, Sales Process, Channel Management, Channel Partners, Logistics Planning, Warehouse Management, Direct Sales, Process Improvement
Education
Drexel University
MBA, Marketing
American University 1996 — 2000
BA, Public Communication, History
Shawn Robinson Shawn Robinson's Investools Experience October 2004 - April 2006
Job Business Development at SolutionStream
Industry Information Technology and Services
Experience
SolutionStream July 2013 - Present
Sorenson Capital July 2011 - Present
Utah Business Golf Connection June 2011 - Present
Journey TEAM August 2010 - July 2013
Direct Media April 2006 - August 2008
Investools October 2004 - April 2006
IBM June 1998 - October 2004
IBM Global Business Services June 1998 - October 2004
Cutting Edge Office Systems October 1997 - June 1998
Carpedium Enterprises January 1991 - January 1996
Skills
Sales Management, Sales Support, Outside Sales, Software Development, Software Engineering, Project Implementation, Software Project..., Business Networking, Social Networking, Networking, Training, Entrepreneurship, Integration, Business Analysis, Strategy, Business Development, Marketing, Management, Sales Operations, B2B, Leadership, Project Management, Coaching, Sales, Executive Management, SharePoint, Start-ups, CRM, Team Building, Consulting, Product Development, ERP, Team Leadership, Solution Selling, Lead Generation, New Business Development, Strategic Partnerships, Selling, Enterprise Software, Cross-functional Team..., SaaS, E-commerce, Competitive Analysis, Online Marketing, Product Management, Account Management, Negotiation, Sales Process, Business Strategy, Business Intelligence
Education
Regis University 2000 — 2002
Master's in Science: Information Technology, Object Oriented Technologies
California Lutheran University 1984 — 1985
Computer Science
SolutionStream July 2013 - Present
Sorenson Capital July 2011 - Present
Utah Business Golf Connection June 2011 - Present
Journey TEAM August 2010 - July 2013
Direct Media April 2006 - August 2008
Investools October 2004 - April 2006
IBM June 1998 - October 2004
IBM Global Business Services June 1998 - October 2004
Cutting Edge Office Systems October 1997 - June 1998
Carpedium Enterprises January 1991 - January 1996
Skills
Sales Management, Sales Support, Outside Sales, Software Development, Software Engineering, Project Implementation, Software Project..., Business Networking, Social Networking, Networking, Training, Entrepreneurship, Integration, Business Analysis, Strategy, Business Development, Marketing, Management, Sales Operations, B2B, Leadership, Project Management, Coaching, Sales, Executive Management, SharePoint, Start-ups, CRM, Team Building, Consulting, Product Development, ERP, Team Leadership, Solution Selling, Lead Generation, New Business Development, Strategic Partnerships, Selling, Enterprise Software, Cross-functional Team..., SaaS, E-commerce, Competitive Analysis, Online Marketing, Product Management, Account Management, Negotiation, Sales Process, Business Strategy, Business Intelligence
Education
Regis University 2000 — 2002
Master's in Science: Information Technology, Object Oriented Technologies
California Lutheran University 1984 — 1985
Computer Science
Scott LaRoche's Investools Experience July 2000 - July 2001
Job Sales Director at Innoventions, Inc.
Industry Computer Hardware
Experience
Innoventions, Inc. October 2001 - Present
Investools July 2000 - July 2001
Telescan, Inc. January 1991 - July 2000
Visual Numerics March 1988 - December 1990
Skills
Account Management, Sales Management, New Business Development, Salesforce.com, Lead Generation, Strategic Partnerships, Public Relations, Business Intelligence, Marketing, Social Media, Team Leadership, Sales, B2B, Advertising, Product Marketing, Direct Sales, Marketing Strategy
Education
Stephen F. Austin State University 1983 — 1988
BA, Marketing and Communications
Innoventions, Inc. October 2001 - Present
Investools July 2000 - July 2001
Telescan, Inc. January 1991 - July 2000
Visual Numerics March 1988 - December 1990
Skills
Account Management, Sales Management, New Business Development, Salesforce.com, Lead Generation, Strategic Partnerships, Public Relations, Business Intelligence, Marketing, Social Media, Team Leadership, Sales, B2B, Advertising, Product Marketing, Direct Sales, Marketing Strategy
Education
Stephen F. Austin State University 1983 — 1988
BA, Marketing and Communications
Emily Andersen Emily Andersen's Investools Experience 2007 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Investools 2007 - 2012
Abitibi Consolidated January 2007 - June 2007
Education
LDS Business College 2012 — 2014
Associate's degree, Interior Design, Freshman
Eastern Arizona College 2005 — 2006
Investools 2007 - 2012
Abitibi Consolidated January 2007 - June 2007
Education
LDS Business College 2012 — 2014
Associate's degree, Interior Design, Freshman
Eastern Arizona College 2005 — 2006
Brady Decker Brady Decker's Investools Experience 2006 - 2007
Job Business Development at Complete Merchant Solutions, BurnZone
Industry Financial Services
Experience
BurnZone 2012 - Present
Complete Merchant Solutions 2009 - Present
Prodigy Promos 2007 - 2009
Investools 2006 - 2007
Skills
Lead Generation, Entrepreneurship, Salesforce.com, Team Leadership, Market Research, Marketing Strategy, Sales, B2B, Marketing, Business Development, Direct Sales, Online Advertising, Social Media, Credit Card Transaction..., Sales Management, New Business Development, Sales Process, Leadership, Management, Account Management, Strategy, Business Strategy, Strategic Partnerships
Education
Brigham Young University 2003 — 2006
Marketing
Oakton High School 1996 — 1999
BurnZone 2012 - Present
Complete Merchant Solutions 2009 - Present
Prodigy Promos 2007 - 2009
Investools 2006 - 2007
Skills
Lead Generation, Entrepreneurship, Salesforce.com, Team Leadership, Market Research, Marketing Strategy, Sales, B2B, Marketing, Business Development, Direct Sales, Online Advertising, Social Media, Credit Card Transaction..., Sales Management, New Business Development, Sales Process, Leadership, Management, Account Management, Strategy, Business Strategy, Strategic Partnerships
Education
Brigham Young University 2003 — 2006
Marketing
Oakton High School 1996 — 1999
Jordan Labrum Jordan Labrum's Investools Experience December 2010 - February 2011
Job Mortgage Loan Specialist at Community Lending Group
Industry Financial Services
Experience
Community Lending Group September 2012 - Present
ADP AdvancedMD January 2012 - September 2012
Adobe February 2011 - December 2011
Investools December 2010 - February 2011
Premier Mentoring August 2006 - September 2010
Skills
Communications, Customer Relations, Listening, Customer Service, Customer Satisfaction, Sales Process, Inside Sales, Education, Account Management, Salesforce.com, New Business Development, Enterprise Software, B2B, Lead Generation, SaaS, Cold Calling, Solution Selling, Management, Strategic Planning, Call Centers, Sales, Coaching, Direct Sales, Leadership, Sales Operations, Sales Management, Training, Business Development, Marketing, Customer Retention, Networking
Education
University of Utah 2002 — 2004
Business
Salt Lake Community College
Community Lending Group September 2012 - Present
ADP AdvancedMD January 2012 - September 2012
Adobe February 2011 - December 2011
Investools December 2010 - February 2011
Premier Mentoring August 2006 - September 2010
Skills
Communications, Customer Relations, Listening, Customer Service, Customer Satisfaction, Sales Process, Inside Sales, Education, Account Management, Salesforce.com, New Business Development, Enterprise Software, B2B, Lead Generation, SaaS, Cold Calling, Solution Selling, Management, Strategic Planning, Call Centers, Sales, Coaching, Direct Sales, Leadership, Sales Operations, Sales Management, Training, Business Development, Marketing, Customer Retention, Networking
Education
University of Utah 2002 — 2004
Business
Salt Lake Community College
Clinton Olson Clinton Olson's Investools Experience 2001 - 2005
Job Software Engineer / Research Scientist at Perceptronics Solutions, Inc
Industry Computer Software
Experience
Perceptronics Solutions, Inc April 2015 - Present
OHSU Oregon Health & Science University June 2014 - April 2015
Mitchell Research Group, Portland State University September 2013 - March 2015
Portland State University November 2012 - January 2014
Daimler Trucks North America April 2012 - September 2012
T-Mobile May 2009 - March 2012
True North Academy November 2005 - February 2009
OCF Investments Inc March 2007 - May 2008
Investools 2001 - 2005
Skills
Computer Science, Machine Learning, Python, Programming, Java, C, C++, Linux, Eclipse, SQL, Haskell, HTML, Visual Studio, Matlab, Git, Android Development, Expression Blend, Software Engineering, Mercurial, Collaborative Problem..., Problem Solving, Writing, R
Education
Portland State University 2013 — 2015
Master of Science (M.S.), Computer Science, 3.94
Portland State University 2009 — 2013
Bachelor of Science (B.S.), Computer Science, 3.99
Utah Valley University 1999 — 2003
Associates, Business Administration, 3.73
Perceptronics Solutions, Inc April 2015 - Present
OHSU Oregon Health & Science University June 2014 - April 2015
Mitchell Research Group, Portland State University September 2013 - March 2015
Portland State University November 2012 - January 2014
Daimler Trucks North America April 2012 - September 2012
T-Mobile May 2009 - March 2012
True North Academy November 2005 - February 2009
OCF Investments Inc March 2007 - May 2008
Investools 2001 - 2005
Skills
Computer Science, Machine Learning, Python, Programming, Java, C, C++, Linux, Eclipse, SQL, Haskell, HTML, Visual Studio, Matlab, Git, Android Development, Expression Blend, Software Engineering, Mercurial, Collaborative Problem..., Problem Solving, Writing, R
Education
Portland State University 2013 — 2015
Master of Science (M.S.), Computer Science, 3.94
Portland State University 2009 — 2013
Bachelor of Science (B.S.), Computer Science, 3.99
Utah Valley University 1999 — 2003
Associates, Business Administration, 3.73
Ralph J. Michele Ralph J. Michele's Investools Experience October 2006 - September 2010
Job Freelance Architectural Drafting & Owner of Omega Institute of Trading.
Industry Construction
Experience
Freelance Architectural Drafting March 2013 - Present
Omega Institute of Trading December 2012 - Present
Cyber Trading University March 2011 - December 2012
Online Trading Academy October 2010 - June 2011
Investools October 2006 - September 2010
TD Ameritrade October 2006 - September 2010
William Hezmalhalch Architects May 2005 - August 2006
BSB Design October 2004 - May 2005
MBH Architects June 2003 - October 2004
Frank G. Relf Architect, P.C. April 2002 - April 2003
Skills
Project Management, Architecture, Microsoft Office, Project Planning, PowerPoint, Trading, Coaching, Strategic Planning, Public Speaking, Time Management, Analysis, Leadership Development, Marketing, Options, Business Planning, Sales Management, Risk Management, Sales, Customer Service, Research, Business Strategy, Team Building, Business Development, Management, Technical Analysis, Team Leadership, Leadership, Investments, Training, Management Consulting, Program Management, Financial Analysis, Entrepreneurship, Executive Management, New Business Development, Start-ups, Business Analysis, Strategy, Portfolio Management, Budgets, Organizational..., Marketing Strategy, Negotiation, Contract Negotiation, Mergers & Acquisitions, Strategic Partnerships, Investment Strategies, Small Business, Change Management, Retail
Education
New York Institute of Technology-Old Westbury 1995 — 1999
B Arch, Architecture
Smithtown High School West 1988 — 1992
Freelance Architectural Drafting March 2013 - Present
Omega Institute of Trading December 2012 - Present
Cyber Trading University March 2011 - December 2012
Online Trading Academy October 2010 - June 2011
Investools October 2006 - September 2010
TD Ameritrade October 2006 - September 2010
William Hezmalhalch Architects May 2005 - August 2006
BSB Design October 2004 - May 2005
MBH Architects June 2003 - October 2004
Frank G. Relf Architect, P.C. April 2002 - April 2003
Skills
Project Management, Architecture, Microsoft Office, Project Planning, PowerPoint, Trading, Coaching, Strategic Planning, Public Speaking, Time Management, Analysis, Leadership Development, Marketing, Options, Business Planning, Sales Management, Risk Management, Sales, Customer Service, Research, Business Strategy, Team Building, Business Development, Management, Technical Analysis, Team Leadership, Leadership, Investments, Training, Management Consulting, Program Management, Financial Analysis, Entrepreneurship, Executive Management, New Business Development, Start-ups, Business Analysis, Strategy, Portfolio Management, Budgets, Organizational..., Marketing Strategy, Negotiation, Contract Negotiation, Mergers & Acquisitions, Strategic Partnerships, Investment Strategies, Small Business, Change Management, Retail
Education
New York Institute of Technology-Old Westbury 1995 — 1999
B Arch, Architecture
Smithtown High School West 1988 — 1992
Lisa van Sand Lisa van Sand's Investools Experience 2006 - 2008
Job Social Architect Building Networks around the Country
Industry Renewables & Environment
Experience
Viridian Energy June 2011 - Present
Investools/TDAmeritrade July 2005 - Present
Grinnell College September 1987 - Present
Investools 2006 - 2008
Wellspring House 1995 - 2000
Skills
Customer Service, Coaching, Event Planning, Logistics, Cooking, Team Building, Public Speaking, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, PowerPoint, Entrepreneurship, Analysis, Management, Investments, Account Management, Project Management, Non-profits, Process Improvement, Nonprofits, Research, Social Networking, Sales, Organizational..., Leadership, Marketing Strategy, Editing, Program Management, Project Planning, Business Development, Public Relations, Time Management, Event Management, Data Analysis, Team Leadership, Marketing, Training, Financial Analysis, New Business Development, Fundraising, Leadership Development, Social Media, Business Strategy, Business Planning, Recruiting, Finance
Education
Grinnell College 1981 — 1985
BS, Economics
Brooklyn Technical HS 1977 — 1981
HS Degree, Industrial Design
Viridian Energy June 2011 - Present
Investools/TDAmeritrade July 2005 - Present
Grinnell College September 1987 - Present
Investools 2006 - 2008
Wellspring House 1995 - 2000
Skills
Customer Service, Coaching, Event Planning, Logistics, Cooking, Team Building, Public Speaking, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, PowerPoint, Entrepreneurship, Analysis, Management, Investments, Account Management, Project Management, Non-profits, Process Improvement, Nonprofits, Research, Social Networking, Sales, Organizational..., Leadership, Marketing Strategy, Editing, Program Management, Project Planning, Business Development, Public Relations, Time Management, Event Management, Data Analysis, Team Leadership, Marketing, Training, Financial Analysis, New Business Development, Fundraising, Leadership Development, Social Media, Business Strategy, Business Planning, Recruiting, Finance
Education
Grinnell College 1981 — 1985
BS, Economics
Brooklyn Technical HS 1977 — 1981
HS Degree, Industrial Design
Mark Ridderhoff Mark Ridderhoff's Investools Experience December 2002 - February 2006
Job Retired at Advanced Investor Group, LLC
Industry Information Technology and Services
Experience
Retired December 2012 - Present
Advanced Investor Group, LLC March 2010 - November 2012
Clear December 2009 - March 2010
Life Change Solutions August 2008 - December 2009
TrueNorth Academy February 2006 - August 2008
INVESTools December 2002 - February 2006
Lightpost Mesa & Asher Enterprises Retail Art Galleries August 1998 - December 2002
Park West Village Property Management February 1996 - August 1998
Morris Travel - CST Div. Convention Services & Technologies September 1996 - September 1997
CLAL February 1995 - February 1996
Skills
Management, Public Speaking, Training, Sales Management, Sales, Account Management, Team Leadership, Marketing, Coaching, Microsoft Excel, Microsoft Office, Strategic Planning, Budgets, Leadership Development, Project Management, Selling, Leadership, Team Building, Analysis, Customer Service, Sales Process, Start-ups, Program Management, Entrepreneurship, Business Development, Management Consulting, Business Strategy, Project Planning, New Business Development, Organizational..., Strategy
Education
Weber State University 1970 — 1972
Geography
Moody Bible Institute 1969 — 1970
Bible, Hebrew, Pastoral Studies
Hyles Anderson College 1972 — 1975
BS, Pastoral Theology
Retired December 2012 - Present
Advanced Investor Group, LLC March 2010 - November 2012
Clear December 2009 - March 2010
Life Change Solutions August 2008 - December 2009
TrueNorth Academy February 2006 - August 2008
INVESTools December 2002 - February 2006
Lightpost Mesa & Asher Enterprises Retail Art Galleries August 1998 - December 2002
Park West Village Property Management February 1996 - August 1998
Morris Travel - CST Div. Convention Services & Technologies September 1996 - September 1997
CLAL February 1995 - February 1996
Skills
Management, Public Speaking, Training, Sales Management, Sales, Account Management, Team Leadership, Marketing, Coaching, Microsoft Excel, Microsoft Office, Strategic Planning, Budgets, Leadership Development, Project Management, Selling, Leadership, Team Building, Analysis, Customer Service, Sales Process, Start-ups, Program Management, Entrepreneurship, Business Development, Management Consulting, Business Strategy, Project Planning, New Business Development, Organizational..., Strategy
Education
Weber State University 1970 — 1972
Geography
Moody Bible Institute 1969 — 1970
Bible, Hebrew, Pastoral Studies
Hyles Anderson College 1972 — 1975
BS, Pastoral Theology
David Lukens David Lukens's Investools Experience April 2005 - May 2008
Job President at C.E. Professionals
Industry Education Management
Experience
UCCI June 2013 - Present
Utah Transit Authority 2010 - Present
CE Professionals April 1999 - Present
CE Professionals September 2000 - December 2009
Thinkorswim August 2007 - May 2008
InvesTools - Thinkorswim April 2005 - May 2008
Investools April 2005 - May 2008
MetLife Financial Services & MetLife Auto & Home May 2002 - July 2005
Edward Jones and Company January 2000 - May 2002
Empire Construction, Inc May 1992 - October 2000
Skills
Mergers, Investments, Management, Portfolio Management, Strategic Financial..., Asset Managment, Securities, Finance, Business Strategy, Coaching, Start-ups, Mutual Funds, Series 7, Series 63, Investment Strategies, Team Building, Options, Asset Allocation, Executive Management, Disability Insurance, 401k, Trading, Contract Negotiation, Investment Advisory, Strategy, Strategic Planning, Sales, Negotiation, Asset Management, Training, Leadership, Small Business, Financial Analysis, Risk Management, Employee Benefits, Insurance, Entrepreneurship, Analysis, Time Management, Budgets, Process Improvement, Leadership Development, Operations Management, Management Consulting, Business Planning, Team Leadership, Organizational..., Public Speaking, Marketing, Sales Management
Education
Brigham Young University 1976 — 1986
B.S., Construction Management / Business / Sociology
UCCI June 2013 - Present
Utah Transit Authority 2010 - Present
CE Professionals April 1999 - Present
CE Professionals September 2000 - December 2009
Thinkorswim August 2007 - May 2008
InvesTools - Thinkorswim April 2005 - May 2008
Investools April 2005 - May 2008
MetLife Financial Services & MetLife Auto & Home May 2002 - July 2005
Edward Jones and Company January 2000 - May 2002
Empire Construction, Inc May 1992 - October 2000
Skills
Mergers, Investments, Management, Portfolio Management, Strategic Financial..., Asset Managment, Securities, Finance, Business Strategy, Coaching, Start-ups, Mutual Funds, Series 7, Series 63, Investment Strategies, Team Building, Options, Asset Allocation, Executive Management, Disability Insurance, 401k, Trading, Contract Negotiation, Investment Advisory, Strategy, Strategic Planning, Sales, Negotiation, Asset Management, Training, Leadership, Small Business, Financial Analysis, Risk Management, Employee Benefits, Insurance, Entrepreneurship, Analysis, Time Management, Budgets, Process Improvement, Leadership Development, Operations Management, Management Consulting, Business Planning, Team Leadership, Organizational..., Public Speaking, Marketing, Sales Management
Education
Brigham Young University 1976 — 1986
B.S., Construction Management / Business / Sociology
Clint Elliott's Investools Experience 2008 - 2009
Job Clint Elliott CPA
Industry Accounting
Experience
Clint Elliott CPA June 2004 - Present
Investools 2008 - 2009
Tulsa VW & Audi October 1999 - June 2007
Dollar Thrifty Automotive Group September 1995 - September 1999
Skills
Tax, GAAP, QuickBooks, Internal Audit, Financial Reporting, Auditing, Financial Accounting, CPA, General Ledger, Financial Statements, Accounting, Tax Research, Account Reconciliation, Tax Advisory, Revenue Recognition, Strategic Financial..., Financial Analysis, Tax Returns, US GAAP, Finance, Corporate Tax, Partnership Taxation, Accounts Payable, Cost Accounting, Journal Entries, Accounts Receivable, Payroll, Income Tax, SEC filings, Sales Tax, Cash Management, Internal Controls, Managerial Finance, Sarbanes-Oxley Act, Tax Accounting, Tax Preparation, Fixed Assets, Bookkeeping
Education
University of Phoenix 2001 — 2008
Accounting
Oklahoma State University 1993 — 1995
MBA, Accounting
Oklahoma State University 1986 — 1989
Business Administration, Accounting
Clint Elliott CPA June 2004 - Present
Investools 2008 - 2009
Tulsa VW & Audi October 1999 - June 2007
Dollar Thrifty Automotive Group September 1995 - September 1999
Skills
Tax, GAAP, QuickBooks, Internal Audit, Financial Reporting, Auditing, Financial Accounting, CPA, General Ledger, Financial Statements, Accounting, Tax Research, Account Reconciliation, Tax Advisory, Revenue Recognition, Strategic Financial..., Financial Analysis, Tax Returns, US GAAP, Finance, Corporate Tax, Partnership Taxation, Accounts Payable, Cost Accounting, Journal Entries, Accounts Receivable, Payroll, Income Tax, SEC filings, Sales Tax, Cash Management, Internal Controls, Managerial Finance, Sarbanes-Oxley Act, Tax Accounting, Tax Preparation, Fixed Assets, Bookkeeping
Education
University of Phoenix 2001 — 2008
Accounting
Oklahoma State University 1993 — 1995
MBA, Accounting
Oklahoma State University 1986 — 1989
Business Administration, Accounting
Leroy Hartman's Investools Experience August 2002 - March 2005
Job Vice President, Dealer Operations at Solcius
Industry Utilities
Experience
Solcius May 2014 - Present
Financial Leadership Training, LLC March 2013 - Present
Hearing Awareness Foundation September 2013 - May 2014
Relevant, Inc June 2013 - May 2014
Invictus Solar May 2012 - February 2013
The Training Associates / Acumen Learning / Pinnacle Security November 2009 - April 2012
TrueNorth Academy / GlobalBased Technologies March 2005 - February 2012
Investools August 2002 - March 2005
U. S. Steel January 1995 - August 2000
US Navy December 1990 - December 1994
Skills
Leadership, Start-ups, Training, Management, Strategy, Sales, Coaching, Sales Operations, Account Management, Recruiting, Financial Analysis, Sales Management, Executive Management, Budgets, B2B, Training Delivery, Leadership Development, Product Development, Online Marketing, Contract Negotiation, Microsoft Office, Organizational..., Analysis, Instructional Design, Human Resources, Direct Sales, Team Building, Marketing, Operations Management, Customer Satisfaction, Entrepreneurship, Cost Accounting, Financial Reporting, Salesforce.com, Public Speaking, Customer Service, Strategic Planning, Inside Sales, Goldmine, Salesforce Development, CRM
Education
Utah Valley University 2000 — 2002
BS, Business Management - Finance/Banking
Purdue University Calumet 1998 — 2000
AS, Finance
Naval Nuclear Training Center 1991 — 1991
Certificate, Mechanical Engineering
Solcius May 2014 - Present
Financial Leadership Training, LLC March 2013 - Present
Hearing Awareness Foundation September 2013 - May 2014
Relevant, Inc June 2013 - May 2014
Invictus Solar May 2012 - February 2013
The Training Associates / Acumen Learning / Pinnacle Security November 2009 - April 2012
TrueNorth Academy / GlobalBased Technologies March 2005 - February 2012
Investools August 2002 - March 2005
U. S. Steel January 1995 - August 2000
US Navy December 1990 - December 1994
Skills
Leadership, Start-ups, Training, Management, Strategy, Sales, Coaching, Sales Operations, Account Management, Recruiting, Financial Analysis, Sales Management, Executive Management, Budgets, B2B, Training Delivery, Leadership Development, Product Development, Online Marketing, Contract Negotiation, Microsoft Office, Organizational..., Analysis, Instructional Design, Human Resources, Direct Sales, Team Building, Marketing, Operations Management, Customer Satisfaction, Entrepreneurship, Cost Accounting, Financial Reporting, Salesforce.com, Public Speaking, Customer Service, Strategic Planning, Inside Sales, Goldmine, Salesforce Development, CRM
Education
Utah Valley University 2000 — 2002
BS, Business Management - Finance/Banking
Purdue University Calumet 1998 — 2000
AS, Finance
Naval Nuclear Training Center 1991 — 1991
Certificate, Mechanical Engineering
Becky Silcott's Investools Experience June 2008 - August 2013
Job Youth Program Assistant at University of Missouri
Industry Financial Services
Experience
University of Missouri December 2014 - Present
University of Missouri December 2014 - Present
American Royal August 2013 - Present
Sams Club June 2014 - May 2015
Investools June 2008 - August 2013
American Century Investments March 1994 - May 2008
Computer Task Group March 1986 - March 1994
Skills
Testing, CICS, Requirements Analysis, JCL, DB2, Project Management, TSO, Mainframe, Quality Assurance, Lotus Notes
Education
Investools 2008 — 2013
Portfolio Management
IBM 2008 — 2008
IBM Certified Advanced Application Developer, Lotus Notes and Domino 7
Metropolitan Community College 1992 — 1996
Data Processing
MidAmerica Nazarene University
Bachelor of Arts (BA), Management and Human Relations
University of Missouri December 2014 - Present
University of Missouri December 2014 - Present
American Royal August 2013 - Present
Sams Club June 2014 - May 2015
Investools June 2008 - August 2013
American Century Investments March 1994 - May 2008
Computer Task Group March 1986 - March 1994
Skills
Testing, CICS, Requirements Analysis, JCL, DB2, Project Management, TSO, Mainframe, Quality Assurance, Lotus Notes
Education
Investools 2008 — 2013
Portfolio Management
IBM 2008 — 2008
IBM Certified Advanced Application Developer, Lotus Notes and Domino 7
Metropolitan Community College 1992 — 1996
Data Processing
MidAmerica Nazarene University
Bachelor of Arts (BA), Management and Human Relations
Earl Koskie Earl Koskie's Investools Experience January 2002 - November 2004
Job CEO @ Fuse Satellite, Entrepreneur
Industry Marketing and Advertising
Experience
Fuse Satellite September 2012 - Present
enLightened, LLC January 2011 - September 2012
Quickutz Outlet January 2010 - November 2011
True North Academy December 2005 - August 2009
Investools January 2002 - November 2004
Skills
Digital Marketing, Social Media Marketing, PPC, Mobile Marketing, Lead Generation, Online Advertising, Start-ups, Sales, Business Development, Entrepreneurship, Marketing, Training, Sales Management, Marketing Strategy, Management, E-commerce, Leadership
Education
Utah Valley State College 2002 — 2003
Business Administration and Management, General
Brigham Young University 1999 — 2000
Business Administration and Management, General
Fuse Satellite September 2012 - Present
enLightened, LLC January 2011 - September 2012
Quickutz Outlet January 2010 - November 2011
True North Academy December 2005 - August 2009
Investools January 2002 - November 2004
Skills
Digital Marketing, Social Media Marketing, PPC, Mobile Marketing, Lead Generation, Online Advertising, Start-ups, Sales, Business Development, Entrepreneurship, Marketing, Training, Sales Management, Marketing Strategy, Management, E-commerce, Leadership
Education
Utah Valley State College 2002 — 2003
Business Administration and Management, General
Brigham Young University 1999 — 2000
Business Administration and Management, General
Bill sattree jr's Investools Experience 2006 - 2010
Job education counselor at Investools
Industry Investment Management
Experience
Investools by TD Ameritrade April 2006 - Present
Investools 2006 - 2010
Skills
Options, Public Speaking, Investments, Sales Process, Coaching, Mentoring, Technical Analysis, Trading, Strategic Influence, Risk Management, Management Consulting, Strategic Planning, Equities, Uniform Combined State..., Portfolio Management, Business Strategy, Executive Management, Sales Management, Start-ups, Series 63, Asset Allocation, Mutual Funds, Training, Investment Advisory, Business Development, Sales, Selling, Leadership, FINRA, Series 7, Stocks, Strategic Financial..., Strategy, Financial Markets, Financial Services
Education
Dixie State University 2000 — 2004
Macro economics
Dixie state college of Utah Udvar-Haaze Business School 2000 — 2001
none, Macro-ecenomics general business
Investools by TD Ameritrade April 2006 - Present
Investools 2006 - 2010
Skills
Options, Public Speaking, Investments, Sales Process, Coaching, Mentoring, Technical Analysis, Trading, Strategic Influence, Risk Management, Management Consulting, Strategic Planning, Equities, Uniform Combined State..., Portfolio Management, Business Strategy, Executive Management, Sales Management, Start-ups, Series 63, Asset Allocation, Mutual Funds, Training, Investment Advisory, Business Development, Sales, Selling, Leadership, FINRA, Series 7, Stocks, Strategic Financial..., Strategy, Financial Markets, Financial Services
Education
Dixie State University 2000 — 2004
Macro economics
Dixie state college of Utah Udvar-Haaze Business School 2000 — 2001
none, Macro-ecenomics general business
Rus James Rus James's Investools Experience January 2006 - June 2007
Job Web Development/Business Owner
Industry Computer Software
Experience
Air Sim Corp November 2011 - Present
Alpha Web Works July 2010 - Present
Pottery Barn October 2009 - January 2012
Brookstone November 2008 - August 2009
University of Utah Hospitals and Clinics July 2007 - April 2008
Investools January 2006 - June 2007
Delta Center July 1999 - December 2005
Westminster College December 2003 - April 2004
Westminster College September 2002 - December 2003
Skills
Wordpress, Microsoft Office, Windows, Mac OS X, HTML, HTML 5, CSS, CSS3, JavaScript, Joomla, Web Design, Web Development, Website Consultation, Computer Construction, Adobe Creative Suite, Linux, CentOS, Flash, OS X, Programming, Dreamweaver, XHTML, SEO, WordPress, MySQL, Social Networking, PHP, Mac, Social Media, Mobile Applications, Photoshop
Education
Salt Lake Community College 2000 — 2015
Associate in Computer Information Systems, Computer Programming/Web Development, 3.81
Westminster College 2001 — 2004
Computer Science
Air Sim Corp November 2011 - Present
Alpha Web Works July 2010 - Present
Pottery Barn October 2009 - January 2012
Brookstone November 2008 - August 2009
University of Utah Hospitals and Clinics July 2007 - April 2008
Investools January 2006 - June 2007
Delta Center July 1999 - December 2005
Westminster College December 2003 - April 2004
Westminster College September 2002 - December 2003
Skills
Wordpress, Microsoft Office, Windows, Mac OS X, HTML, HTML 5, CSS, CSS3, JavaScript, Joomla, Web Design, Web Development, Website Consultation, Computer Construction, Adobe Creative Suite, Linux, CentOS, Flash, OS X, Programming, Dreamweaver, XHTML, SEO, WordPress, MySQL, Social Networking, PHP, Mac, Social Media, Mobile Applications, Photoshop
Education
Salt Lake Community College 2000 — 2015
Associate in Computer Information Systems, Computer Programming/Web Development, 3.81
Westminster College 2001 — 2004
Computer Science
Michael Gillespie Michael Gillespie's Investools Experience 2002 - 2004
Job Strategy & Engagement Leaders | We Are the Solution to the #1 Challenge Facing Your Company | CEO & Founder at PGI & PLE
Industry Investment Management
Experience
Partners in Law Enforcement 2013 - Present
PetersonGillespie International January 2010 - Present
TrueNorth Academy January 2005 - May 2010
Investools 2002 - 2004
FranklinCovey January 1996 - January 1999
TrueNorth Corporation October 1992 - January 1996
Skills
Leadership, Entrepreneurship, Management Consulting, Business Development, Training, Strategic Planning, Lead Generation, Consulting, Marketing, Sales, Coaching, Management, Program Management, Change Management, Mergers & Acquisitions, Start-ups, Business Planning, Executive Management, Team Building, Strategic Partnerships, Leadership Development, Business Strategy, B2B, CRM, Mentoring, Executive Coaching, Competitive Analysis, Organizational..., Sales Management, Professional Services, SaaS, Strategic Consulting, Budgets, Investments, Marketing Strategy, Business Analysis, Strategic Leadership, Organizational..., International Business..., Marketing Communications, Instructional Design, Corporate Communications, Organisational Alignment, Agile Project Management, Blended Learning, Strategic Agility, Investor Education, 4E Learning Model, Execution Happens, Strategic Agility for...
Education
Brigham Young University 1990 — 1992
M.B.A., Marketing/Strategic Planning
Brigham Young University 1985 — 1988
B.S., Economics
Viewmont High School 1980 — 1982
Partners in Law Enforcement 2013 - Present
PetersonGillespie International January 2010 - Present
TrueNorth Academy January 2005 - May 2010
Investools 2002 - 2004
FranklinCovey January 1996 - January 1999
TrueNorth Corporation October 1992 - January 1996
Skills
Leadership, Entrepreneurship, Management Consulting, Business Development, Training, Strategic Planning, Lead Generation, Consulting, Marketing, Sales, Coaching, Management, Program Management, Change Management, Mergers & Acquisitions, Start-ups, Business Planning, Executive Management, Team Building, Strategic Partnerships, Leadership Development, Business Strategy, B2B, CRM, Mentoring, Executive Coaching, Competitive Analysis, Organizational..., Sales Management, Professional Services, SaaS, Strategic Consulting, Budgets, Investments, Marketing Strategy, Business Analysis, Strategic Leadership, Organizational..., International Business..., Marketing Communications, Instructional Design, Corporate Communications, Organisational Alignment, Agile Project Management, Blended Learning, Strategic Agility, Investor Education, 4E Learning Model, Execution Happens, Strategic Agility for...
Education
Brigham Young University 1990 — 1992
M.B.A., Marketing/Strategic Planning
Brigham Young University 1985 — 1988
B.S., Economics
Viewmont High School 1980 — 1982
Jacob Webb Jacob Webb's Investools Experience 1998 - 1999
Job Major Account Executive at Infoblox
Industry Computer Software
Experience
Infoblox May 2013 - Present
Cisco (UCS Invicta - previously Whiptail) July 2011 - May 2013
NetApp November 2008 - July 2011
Citrix Systems, Inc. March 2004 - November 2008
Linuxcare/Levanta January 2003 - February 2004
Axceleon June 2002 - January 2003
Turbolinux 1999 - 2002
Investools 1998 - 1999
Evans Partners 1997 - 1998
Skills
Cloud Computing, Virtualization, Security, Networking, Infrastructure, Channel Partners, Sales Management, Direct Sales, Sales Process, SaaS, Sales Operations, Pre-sales, Solution Selling, Citrix, Storage, Selling, VMware, Partner Management, HP, Management, NetApp, Enterprise Software, VDI, SAN, Business Alliances, Sales Enablement, Sales, Professional Services, Managed Services, New Business Development, Salesforce.com, Go-to-market Strategy, Channel Sales, Storage Solutions, Storage Area Networks, Storage Virtualization, Enterprise Storage, Demand Generation, Data Center, Complex Sales, NAS, Lead Generation, Software Industry, Leadership, Unified Communications, Disaster Recovery, Resellers, Network Security, Deduplication, Strategic Partnerships
Education
California State University-Chico
BA, Journalism - with an option in Public Relations
San Jose State University
Attended the MS Degree Program in Mass Communications, Integrated Marketing
Infoblox May 2013 - Present
Cisco (UCS Invicta - previously Whiptail) July 2011 - May 2013
NetApp November 2008 - July 2011
Citrix Systems, Inc. March 2004 - November 2008
Linuxcare/Levanta January 2003 - February 2004
Axceleon June 2002 - January 2003
Turbolinux 1999 - 2002
Investools 1998 - 1999
Evans Partners 1997 - 1998
Skills
Cloud Computing, Virtualization, Security, Networking, Infrastructure, Channel Partners, Sales Management, Direct Sales, Sales Process, SaaS, Sales Operations, Pre-sales, Solution Selling, Citrix, Storage, Selling, VMware, Partner Management, HP, Management, NetApp, Enterprise Software, VDI, SAN, Business Alliances, Sales Enablement, Sales, Professional Services, Managed Services, New Business Development, Salesforce.com, Go-to-market Strategy, Channel Sales, Storage Solutions, Storage Area Networks, Storage Virtualization, Enterprise Storage, Demand Generation, Data Center, Complex Sales, NAS, Lead Generation, Software Industry, Leadership, Unified Communications, Disaster Recovery, Resellers, Network Security, Deduplication, Strategic Partnerships
Education
California State University-Chico
BA, Journalism - with an option in Public Relations
San Jose State University
Attended the MS Degree Program in Mass Communications, Integrated Marketing
Weston Virchow Weston Virchow's Investools Experience February 2013 - February 2015
Job Realtor at HomeSmart Advantage
Industry Real Estate
Experience
HomeSmart March 2015 - Present
Investools February 2013 - February 2015
ADP AdvancedMD February 2012 - February 2013
RC Willey Home Furnishings May 2004 - January 2012
Sears, Roebuck and Co. January 1998 - May 2004
Skills
Cloud Computing, SaaS, Sales, NetSuite, Microsoft Office, Software, Bilingual, Spanish-English, CRM, SAP CRM, Negotiation, Selling, Sales Presentations, Customer Satisfaction, Management, Direct Sales, Account Management, Sales Process
Education
BYU 1998 — 2000
Bachelor's degree, Spanish Language and Literature
Utah Valley University 1996 — 1998
Associate of Arts and Sciences (AAS), General Studies, B+
HomeSmart March 2015 - Present
Investools February 2013 - February 2015
ADP AdvancedMD February 2012 - February 2013
RC Willey Home Furnishings May 2004 - January 2012
Sears, Roebuck and Co. January 1998 - May 2004
Skills
Cloud Computing, SaaS, Sales, NetSuite, Microsoft Office, Software, Bilingual, Spanish-English, CRM, SAP CRM, Negotiation, Selling, Sales Presentations, Customer Satisfaction, Management, Direct Sales, Account Management, Sales Process
Education
BYU 1998 — 2000
Bachelor's degree, Spanish Language and Literature
Utah Valley University 1996 — 1998
Associate of Arts and Sciences (AAS), General Studies, B+
S. Wade Hansen S. Wade Hansen's Investools Experience July 2003 - October 2007
Job CoFounder at LearningMarkets.com
Industry E-Learning
Experience
LearningMarkets.com December 2008 - Present
Crexendo Business Solutions January 2011 - October 2011
Saxo Bank October 2007 - December 2008
Investools July 2003 - October 2007
Skills
Mobile Marketing, B2B Marketing, Web Design, Online Advertising, Investment Management, SEO, Marketing, Trading, Social Media Marketing, Investments, Email Marketing, Entrepreneurship, Google Analytics, Marketing Strategy, Financial Markets, Lead Generation, Online Marketing, Web 2.0, Direct Marketing, SEM, Finance, Options, Social Media, Blogging, Start-ups, E-commerce, Web Analytics, Analytics, Business Development, Website Development, PPC, Content Strategy, Conversion Optimization, Google Adwords, Landing Page..., Web Marketing
Education
University of Utah - David Eccles School of Business 2005 — 2007
MBA, Masters of Business Administration
Brigham Young University 1996 — 2002
BA, Public Relations/Communications
Hillcrest 1993 — 1996
LearningMarkets.com December 2008 - Present
Crexendo Business Solutions January 2011 - October 2011
Saxo Bank October 2007 - December 2008
Investools July 2003 - October 2007
Skills
Mobile Marketing, B2B Marketing, Web Design, Online Advertising, Investment Management, SEO, Marketing, Trading, Social Media Marketing, Investments, Email Marketing, Entrepreneurship, Google Analytics, Marketing Strategy, Financial Markets, Lead Generation, Online Marketing, Web 2.0, Direct Marketing, SEM, Finance, Options, Social Media, Blogging, Start-ups, E-commerce, Web Analytics, Analytics, Business Development, Website Development, PPC, Content Strategy, Conversion Optimization, Google Adwords, Landing Page..., Web Marketing
Education
University of Utah - David Eccles School of Business 2005 — 2007
MBA, Masters of Business Administration
Brigham Young University 1996 — 2002
BA, Public Relations/Communications
Hillcrest 1993 — 1996
Joseph Walston Joseph Walston's Investools Experience January 2015 - Present
Job Senior Manager at Investools
Industry Information Technology and Services
Experience
Investools January 2015 - Present
Capgemini August 2013 - January 2015
Advance Auto Parts March 2013 - July 2013
Advance Auto Parts October 2011 - March 2013
Liberty University March 2010 - September 2011
Brentwood Church January 2009 - November 2009
Freedom 4/24 January 2009 - November 2009
Walt Disney World's Magic January 2008 - June 2008
Skills
Red Prairie, Project Management, Business Process..., Training Manuals, Financial Accounting, Implementer, WMS Implementations, Organizing Meetings, Organizational Support, Testing, Organized Multi-tasker, Process Driven, Self-starter, Organized self-starter, Problem Solving, Problem Analysis, SAP, Business Intelligence, Data Analysis, Strategy, SharePoint, Process Improvement, Supply Chain Management, Management, Software Documentation, Leadership, Warehouse Management, Project Planning, Business Process
Education
Liberty University 2006 — 2008
Masters, Business Administration; Leadership
Liberty University 2003 — 2006
Bachelors, Bachelors of Science in History
Investools January 2015 - Present
Capgemini August 2013 - January 2015
Advance Auto Parts March 2013 - July 2013
Advance Auto Parts October 2011 - March 2013
Liberty University March 2010 - September 2011
Brentwood Church January 2009 - November 2009
Freedom 4/24 January 2009 - November 2009
Walt Disney World's Magic January 2008 - June 2008
Skills
Red Prairie, Project Management, Business Process..., Training Manuals, Financial Accounting, Implementer, WMS Implementations, Organizing Meetings, Organizational Support, Testing, Organized Multi-tasker, Process Driven, Self-starter, Organized self-starter, Problem Solving, Problem Analysis, SAP, Business Intelligence, Data Analysis, Strategy, SharePoint, Process Improvement, Supply Chain Management, Management, Software Documentation, Leadership, Warehouse Management, Project Planning, Business Process
Education
Liberty University 2006 — 2008
Masters, Business Administration; Leadership
Liberty University 2003 — 2006
Bachelors, Bachelors of Science in History
Adam Hostetter Adam Hostetter's Investools Experience February 2007 - June 2009
Job Vice President & Chief Technology Officer at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store September 2012 - Present
TD Ameritrade June 2009 - September 2012
Investools February 2007 - June 2009
Investools December 2004 - February 2007
Skills
Technical Analysis, Options, Analytics, Investments, Portfolio Management, Fundamental Analysis, Strategic Financial..., Financial Analysis, Financial Markets, Stocks, Trading, Training, Product Development, Leadership, Captivate, Business Strategy, Asset Allocation, Mutual Funds, Risk Management, Securities, Analysis, Series 7, Wealth Management, Business Development, Management, Equities, Investment Strategies, Coaching, Team Leadership, Process Improvement, E-Learning, Cross-functional Team..., Finance, Strategic Planning, Technology Management, Web Applications, Digital Marketing, Social Media, Microsoft CRM, Strategy, Retirement, 401k, CRM, Financial Services, Personal Finance, Retirement Planning
Education
University of Iowa 2008 — 2009
Creative Writing
Brigham Young University - Idaho 1998 — 2004
Bachelor of Arts, English Education
The Mutual Fund Store September 2012 - Present
TD Ameritrade June 2009 - September 2012
Investools February 2007 - June 2009
Investools December 2004 - February 2007
Skills
Technical Analysis, Options, Analytics, Investments, Portfolio Management, Fundamental Analysis, Strategic Financial..., Financial Analysis, Financial Markets, Stocks, Trading, Training, Product Development, Leadership, Captivate, Business Strategy, Asset Allocation, Mutual Funds, Risk Management, Securities, Analysis, Series 7, Wealth Management, Business Development, Management, Equities, Investment Strategies, Coaching, Team Leadership, Process Improvement, E-Learning, Cross-functional Team..., Finance, Strategic Planning, Technology Management, Web Applications, Digital Marketing, Social Media, Microsoft CRM, Strategy, Retirement, 401k, CRM, Financial Services, Personal Finance, Retirement Planning
Education
University of Iowa 2008 — 2009
Creative Writing
Brigham Young University - Idaho 1998 — 2004
Bachelor of Arts, English Education
Ray Kimbrell Ray Kimbrell's Investools Experience April 2010 - Present
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
Kent MacElwee Kent MacElwee's Investools Experience December 2004 - August 2006
Job Art Director/Sr. Designer, Blue Shield of CA
Industry Insurance
Experience
Blue Shield of California 2006 - Present
Investools December 2004 - August 2006
Be Design – now Brand Engine May 2004 - November 2004
Davis Design and Advertising July 1998 - February 2004
Skills
Art Direction, Graphic Design, Corporate Branding, Corporate Identity, Adobe Creative Suite, Advertising, Illustration, Photography, Creative Direction, Packaging, Direct Mail, Digital Marketing, Integrated Marketing, Branding & Identity, Direct Marketing, Creative Strategy, Marketing Communications, Online Advertising, Collateral, Logo Design, Brand Development, Brochures, Interaction Design, Interactive Advertising, Concept Development, Typography, User Experience, Email Marketing, Visual Communication, Catalogs, Posters, Web Design, Image Manipulation, Copywriting, Interactive Marketing, Newsletters, B2B, Brand Architecture, Illustrator, Digital Strategy, Content Strategy, Online Marketing, Creative Services, Brand Awareness, Digital Media, Social Media Marketing, Marketing Strategy
Education
Bloomsburg University of Pennsylvania
Bachelor of Arts (B.A.), English
U.C. Berkeley
Graphic Design
Blue Shield of California 2006 - Present
Investools December 2004 - August 2006
Be Design – now Brand Engine May 2004 - November 2004
Davis Design and Advertising July 1998 - February 2004
Skills
Art Direction, Graphic Design, Corporate Branding, Corporate Identity, Adobe Creative Suite, Advertising, Illustration, Photography, Creative Direction, Packaging, Direct Mail, Digital Marketing, Integrated Marketing, Branding & Identity, Direct Marketing, Creative Strategy, Marketing Communications, Online Advertising, Collateral, Logo Design, Brand Development, Brochures, Interaction Design, Interactive Advertising, Concept Development, Typography, User Experience, Email Marketing, Visual Communication, Catalogs, Posters, Web Design, Image Manipulation, Copywriting, Interactive Marketing, Newsletters, B2B, Brand Architecture, Illustrator, Digital Strategy, Content Strategy, Online Marketing, Creative Services, Brand Awareness, Digital Media, Social Media Marketing, Marketing Strategy
Education
Bloomsburg University of Pennsylvania
Bachelor of Arts (B.A.), English
U.C. Berkeley
Graphic Design
Maxwell Thompsen Maxwell Thompsen's Investools Experience 2006 - 2006
Job Account Manager at ADP
Industry Insurance
Experience
ADP February 2012 - Present
Extend Health September 2007 - January 2012
UGA Insurance 2007 - 2007
Investools 2006 - 2006
Qwest 2000 - 2005
McLeodUSA 1998 - 2000
Skills
Sales Operations, Sales Management, Research Project..., Medicare Supplements, Medicare Part D, Insurance Agents, Supplemental Insurance, Insurance Administration, Benefits Communication
Education
Western Governors University 2012 — 2014
Earning a BS Degree, Business Management and Operations
Salt Lake Community College 2011 — 2013
Earning an AS Degree, Business
ADP February 2012 - Present
Extend Health September 2007 - January 2012
UGA Insurance 2007 - 2007
Investools 2006 - 2006
Qwest 2000 - 2005
McLeodUSA 1998 - 2000
Skills
Sales Operations, Sales Management, Research Project..., Medicare Supplements, Medicare Part D, Insurance Agents, Supplemental Insurance, Insurance Administration, Benefits Communication
Education
Western Governors University 2012 — 2014
Earning a BS Degree, Business Management and Operations
Salt Lake Community College 2011 — 2013
Earning an AS Degree, Business
Steven Waite's Investools Experience 2007 - 2010
Job Senior Account Executive at Simplii
Industry Financial Services
Experience
Capital access network July 2013 - June 2014
The Leavitt Group September 2010 - July 2013
INvestools 2007 - 2010
Qwest 2003 - 2007
Skills
Commercial Insurance, Sales Process, Sales, New Business Development, Account Management, Lead Generation, Advertising, Marketing, Leadership, Team Building, Direct Sales, Management, Public Speaking, Start-ups, Training, Small Business, Strategic Planning, Business Development, Sales Management, Team Leadership, CRM, Social Networking, Coaching, Customer Satisfaction, Customer Service
Education
Brigham Young University 1993 — 2000
BA, Business Management/Spanish
Aloha High School 1991 — 1993
Capital access network July 2013 - June 2014
The Leavitt Group September 2010 - July 2013
INvestools 2007 - 2010
Qwest 2003 - 2007
Skills
Commercial Insurance, Sales Process, Sales, New Business Development, Account Management, Lead Generation, Advertising, Marketing, Leadership, Team Building, Direct Sales, Management, Public Speaking, Start-ups, Training, Small Business, Strategic Planning, Business Development, Sales Management, Team Leadership, CRM, Social Networking, Coaching, Customer Satisfaction, Customer Service
Education
Brigham Young University 1993 — 2000
BA, Business Management/Spanish
Aloha High School 1991 — 1993
Jerrod May Jerrod May's Investools Experience October 2000 - April 2011
Job Investor
Industry Financial Services
Experience
Self Directed Investor 1998 - Present
TD Ameritrade April 2013 - January 2015
Investools October 2000 - April 2011
Skills
Public Speaking, Team Building, Coaching, Leadership Development, Sales, Strategic Planning, Investments, Negotiation, Organizational..., Business Strategy, Start-ups, Change Management, Customer Service, Leadership, Risk Management, Sales Management, Small Business, Strategy, Team Leadership, Training, Budgets, Analysis, Account Management, Business Development, Business Planning, Entrepreneurship, Executive Management, Management, Management Consulting, Marketing, Marketing Strategy, New Business Development, Performance Management, Project Management, Social Networking, Strategic Partnerships, Options, Equities, Trading, Financial Services, Series 7
Education
Brigham Young University 1995 — 1998
BS, Health
Self Directed Investor 1998 - Present
TD Ameritrade April 2013 - January 2015
Investools October 2000 - April 2011
Skills
Public Speaking, Team Building, Coaching, Leadership Development, Sales, Strategic Planning, Investments, Negotiation, Organizational..., Business Strategy, Start-ups, Change Management, Customer Service, Leadership, Risk Management, Sales Management, Small Business, Strategy, Team Leadership, Training, Budgets, Analysis, Account Management, Business Development, Business Planning, Entrepreneurship, Executive Management, Management, Management Consulting, Marketing, Marketing Strategy, New Business Development, Performance Management, Project Management, Social Networking, Strategic Partnerships, Options, Equities, Trading, Financial Services, Series 7
Education
Brigham Young University 1995 — 1998
BS, Health
David Prince Jr's Investools Experience 2006 - 2007
Job Physician Recruiter
Industry Internet
Experience
CompHealth March 2015 - Present
eBay 2009 - February 2015
RPM 2007 - 2009
Investools 2006 - 2007
O'Currance Teleservices, Inc. 2004 - 2006
Discover Financial Services 2001 - 2004
Skills
E-commerce, Online Advertising, Analytics, Product Management, Account Management, Web Analytics, Strategic Partnerships, Online Marketing, Digital Marketing, Customer Service
Education
University of Utah 2012 — 2015
Bachelor's Degree, Economics
Salt Lake Community College 1999 — 2012
Associates, Economics
CompHealth March 2015 - Present
eBay 2009 - February 2015
RPM 2007 - 2009
Investools 2006 - 2007
O'Currance Teleservices, Inc. 2004 - 2006
Discover Financial Services 2001 - 2004
Skills
E-commerce, Online Advertising, Analytics, Product Management, Account Management, Web Analytics, Strategic Partnerships, Online Marketing, Digital Marketing, Customer Service
Education
University of Utah 2012 — 2015
Bachelor's Degree, Economics
Salt Lake Community College 1999 — 2012
Associates, Economics
Gordon Scott, CMT Gordon Scott, CMT's Investools Experience November 2005 - May 2010
Job Market Technician, Consultant, Educator and Author
Industry Financial Services
Experience
Market Technicians Association, Inc. August 2013 - Present
Book Title: Invest To Win January 2013 - Present
Gordon Scott, CMT May 2010 - Present
Beacon Learning Group May 2010 - Present
BYU January 2011 - July 2013
Investools November 2005 - May 2010
Skills
Technical Analysis, Teaching, Writing, Options, Equities, Portfolio Management, Investments, Trading, Public Speaking, Financial Markets, E-Learning, Asset Managment, Risk Management, Microsoft Office, Research, Instructional Technology, Strategic Planning, Stocks, Fixed Income, Microsoft Excel, Customer Service, Derivatives, Analytics, Coaching, Investment Strategies, Asset Management, Budgets, Trading Strategies, Entrepreneurship, Team Leadership, Financial Services, Mergers, Bloomberg, Management, Strategy, Quantitative Analytics, Trading Systems, Social Media, Training, Team Building, Economics, Oral & Written..., Mutual Funds, Capital Markets, Series 7, PowerPoint, Analysis, FX Options, Finance, Commodity
Education
San Jose State University 1991 — 1994
M.A., Instructional Technology
Brigham Young University 1985 — 1990
B.A., Technical Writing
Market Technicians Association, Inc. August 2013 - Present
Book Title: Invest To Win January 2013 - Present
Gordon Scott, CMT May 2010 - Present
Beacon Learning Group May 2010 - Present
BYU January 2011 - July 2013
Investools November 2005 - May 2010
Skills
Technical Analysis, Teaching, Writing, Options, Equities, Portfolio Management, Investments, Trading, Public Speaking, Financial Markets, E-Learning, Asset Managment, Risk Management, Microsoft Office, Research, Instructional Technology, Strategic Planning, Stocks, Fixed Income, Microsoft Excel, Customer Service, Derivatives, Analytics, Coaching, Investment Strategies, Asset Management, Budgets, Trading Strategies, Entrepreneurship, Team Leadership, Financial Services, Mergers, Bloomberg, Management, Strategy, Quantitative Analytics, Trading Systems, Social Media, Training, Team Building, Economics, Oral & Written..., Mutual Funds, Capital Markets, Series 7, PowerPoint, Analysis, FX Options, Finance, Commodity
Education
San Jose State University 1991 — 1994
M.A., Instructional Technology
Brigham Young University 1985 — 1990
B.A., Technical Writing
Carl Anderson Carl Anderson's Investools Experience 2003 - 2005
Job Options Trader Lead Trainer at TraderMinute
Industry Capital Markets
Experience
TraderMinute September 2013 - Present
Prosper May 2006 - September 2013
Investools 2003 - 2005
Anderson - Down Investments 1993 - 2003
Anderson Investments November 1999 - November 2000
Anderson Brothers Drywall May 1993 - November 1999
Skills
Sales Management, Account Management, Salesforce.com, Sales, Team Building, Lead Generation, Executive Coaching, Creativity, Creative Direction, Program Management, Curriculum Development, Stock Market, Options Strategies, Analysis, Training, Leadership, Coaching, Social Media Marketing, Strategic Planning, Start-ups, Business Development, Management, Entrepreneurship, Public Speaking, Small Business, Sales Process, Options Trading, Human Resources, Leadership Development, Marketing, Risk Management, Social Networking, Strategy, Team Leadership, Online Marketing, Business Planning, Marketing Strategy, Selling, Direct Sales, New Business Development, Online Advertising, Strategic Partnerships, CRM, Negotiation, Business Strategy, Executive Management, Email Marketing, Contract Negotiation, B2B, Investments
Education
Brigham Young University 1990 — 1994
English, Communications
Timpview High School 1977 — 1981
TraderMinute September 2013 - Present
Prosper May 2006 - September 2013
Investools 2003 - 2005
Anderson - Down Investments 1993 - 2003
Anderson Investments November 1999 - November 2000
Anderson Brothers Drywall May 1993 - November 1999
Skills
Sales Management, Account Management, Salesforce.com, Sales, Team Building, Lead Generation, Executive Coaching, Creativity, Creative Direction, Program Management, Curriculum Development, Stock Market, Options Strategies, Analysis, Training, Leadership, Coaching, Social Media Marketing, Strategic Planning, Start-ups, Business Development, Management, Entrepreneurship, Public Speaking, Small Business, Sales Process, Options Trading, Human Resources, Leadership Development, Marketing, Risk Management, Social Networking, Strategy, Team Leadership, Online Marketing, Business Planning, Marketing Strategy, Selling, Direct Sales, New Business Development, Online Advertising, Strategic Partnerships, CRM, Negotiation, Business Strategy, Executive Management, Email Marketing, Contract Negotiation, B2B, Investments
Education
Brigham Young University 1990 — 1994
English, Communications
Timpview High School 1977 — 1981
Steven Nurre's Investools Experience February 2005 - September 2006
Job Financial Market Professional/Trainer/Professional Speaker
Industry Financial Services
Experience
Alpari (UK) Ltd October 2012 - October 2013
PFGBEST October 2011 - October 2012
JSM Investments LLC September 2009 - March 2012
Optionetics September 2006 - March 2010
Investools February 2005 - September 2006
Charles Schwab February 2003 - January 2005
Charles Schwab February 1997 - February 2003
Skills
Trading, Financial Markets, Technical Analysis, Portfolio Management, Foreign Exchange, Options, Derivatives, FX Options, Commodity, Equities, Investments, Trading Systems, Capital Markets, Mutual Funds, Bloomberg, Investment Banking, Sales, FX trading, Wealth Management, Financial Services, Electronic Trading, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Securities, Financial Risk, Hedging, Trading Strategies, Risk Management, Relationship Management, Currency, Business Development, Business Relationship..., Customer Acquisition, Business Strategy, Engaging Public Speaker, Education, Instructor-led Training, Hands-on Training, Experienced Trainer, Sales Leadership..., Dynamic Trainer, Training, Valuation, Bonds, Leadership, Management, Stocks, Investment Strategies
Education
Indiana University-Purdue University at Indianapolis
Alpari (UK) Ltd October 2012 - October 2013
PFGBEST October 2011 - October 2012
JSM Investments LLC September 2009 - March 2012
Optionetics September 2006 - March 2010
Investools February 2005 - September 2006
Charles Schwab February 2003 - January 2005
Charles Schwab February 1997 - February 2003
Skills
Trading, Financial Markets, Technical Analysis, Portfolio Management, Foreign Exchange, Options, Derivatives, FX Options, Commodity, Equities, Investments, Trading Systems, Capital Markets, Mutual Funds, Bloomberg, Investment Banking, Sales, FX trading, Wealth Management, Financial Services, Electronic Trading, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Securities, Financial Risk, Hedging, Trading Strategies, Risk Management, Relationship Management, Currency, Business Development, Business Relationship..., Customer Acquisition, Business Strategy, Engaging Public Speaker, Education, Instructor-led Training, Hands-on Training, Experienced Trainer, Sales Leadership..., Dynamic Trainer, Training, Valuation, Bonds, Leadership, Management, Stocks, Investment Strategies
Education
Indiana University-Purdue University at Indianapolis
Larry Boynton Larry Boynton's Investools Experience January 2005 - October 2008
Job Sr. Database Developer at Melaleuca
Industry Computer Software
Experience
Melaleuca October 2010 - Present
Robert Haft International August 2010 - October 2010
Statera February 2010 - June 2010
Orbit Medical April 2009 - May 2010
Investools January 2005 - October 2008
Intermountain Health Care February 1988 - December 2004
American Protector's Life Insurance April 1983 - November 1987
Education
Westminster College 1991 — 1999
BA, Business Administration
BYU 1982 — 1983
Melaleuca October 2010 - Present
Robert Haft International August 2010 - October 2010
Statera February 2010 - June 2010
Orbit Medical April 2009 - May 2010
Investools January 2005 - October 2008
Intermountain Health Care February 1988 - December 2004
American Protector's Life Insurance April 1983 - November 1987
Education
Westminster College 1991 — 1999
BA, Business Administration
BYU 1982 — 1983
Nick Zaharias Nick Zaharias's Investools Experience July 1993 - June 1994
Job Managing Director at SignalFire
Industry Venture Capital & Private Equity
Experience
SignalFire February 2014 - Present
Field Check Group LLC September 2003 - August 2014
Off The Record Research 2002 - 2003
Covalent Technologies 2001 - April 2002
Realnames May 1999 - June 2000
Netscape Communications Inc 1995 - 1998
Netscape 1994 - 1995
Investools July 1993 - June 1994
Cornish & carey Commercial August 1987 - May 1992
Skills
Open Source, Apache, Open Source Software, Venture Capital, Security, Cloud Computing, Business Development, Analytics, Competitive Analysis, Corporate Development, E-commerce, Enterprise Software, Entrepreneurship, Go-to-market Strategy, Leadership, Management, Mergers, Mobile Applications, Mobile Devices, PaaS, Product Management, Product Marketing, Professional Services, SaaS, Sales, Salesforce.com, Selling, Solution Selling, Start-ups, Strategic Partnerships, Virtualization, Mergers & Acquisitions
Education
Gonzaga University 1983 — 1987
Bachelor of Arts, Finance, 3.5 GPA
SignalFire February 2014 - Present
Field Check Group LLC September 2003 - August 2014
Off The Record Research 2002 - 2003
Covalent Technologies 2001 - April 2002
Realnames May 1999 - June 2000
Netscape Communications Inc 1995 - 1998
Netscape 1994 - 1995
Investools July 1993 - June 1994
Cornish & carey Commercial August 1987 - May 1992
Skills
Open Source, Apache, Open Source Software, Venture Capital, Security, Cloud Computing, Business Development, Analytics, Competitive Analysis, Corporate Development, E-commerce, Enterprise Software, Entrepreneurship, Go-to-market Strategy, Leadership, Management, Mergers, Mobile Applications, Mobile Devices, PaaS, Product Management, Product Marketing, Professional Services, SaaS, Sales, Salesforce.com, Selling, Solution Selling, Start-ups, Strategic Partnerships, Virtualization, Mergers & Acquisitions
Education
Gonzaga University 1983 — 1987
Bachelor of Arts, Finance, 3.5 GPA
Marshall Beeson Marshall Beeson's Investools Experience 2003 - 2009
Job Field Sales Manager at Constellation Energy
Industry E-Learning
Experience
Constellation Energy April 2012 - Present
WealthRock September 2011 - May 2012
Investools 2003 - 2009
Skills
Team Building, Training, Public Speaking, Sales Management, Sales, Coaching, Process Improvement, Analysis, Business Development, Entrepreneurship, Marketing, Leadership, Management, Sales Process, Project Management, Direct Sales, Start-ups, Customer Service, Strategic Planning, Business Planning, Account Management, Team Leadership, Selling, Program Management, Leadership Development, Microsoft Office, Strategy, Business Strategy, Salesforce.com, New Business Development, CRM, Contract Negotiation, Recruiting, Budgets, Marketing Strategy, Risk Management, Negotiation
Education
BYU-Idaho 1999 — 2001
Associates, Russian
Constellation Energy April 2012 - Present
WealthRock September 2011 - May 2012
Investools 2003 - 2009
Skills
Team Building, Training, Public Speaking, Sales Management, Sales, Coaching, Process Improvement, Analysis, Business Development, Entrepreneurship, Marketing, Leadership, Management, Sales Process, Project Management, Direct Sales, Start-ups, Customer Service, Strategic Planning, Business Planning, Account Management, Team Leadership, Selling, Program Management, Leadership Development, Microsoft Office, Strategy, Business Strategy, Salesforce.com, New Business Development, CRM, Contract Negotiation, Recruiting, Budgets, Marketing Strategy, Risk Management, Negotiation
Education
BYU-Idaho 1999 — 2001
Associates, Russian
Charles Rotblut, CFA's Investools Experience January 2001 - March 2004
Job
Industry Financial Services
Experience
American Association of Individual Investors October 2009 - Present
Zacks Investment Research April 2005 - October 2009
Curian Capital, LLC March 2004 - December 2004
INVESTools January 2001 - March 2004
INVESTools September 1998 - January 2001
McClure, Schumacher & Associates 1995 - 1998
Skills
Equities, Investments, SEO, Stocks, Content Management, Web Content, Writing, Portfolio Management, Asset Management, Financial Analysis, Customer Relations, Excel, Strategic Planning, Research, Financial Planning, Microsoft Office, Product Development, PowerPoint, Word, Social Media, Public Speaking, Mutual Funds, Business Strategy, Problem Solving, Competitive Analysis, Valuation, New Business Development, Microsoft Word, Microsoft Excel, Editorial, Equity Research, Social Networking, Public Relations, Strategic Financial..., Investment Management, Newsletters, Bonds, Marketing, Investment Strategies, Blogging, Content Strategy, Product Management, Financial Services, Finance, Securities, Asset Managment, Investor Relations, Economics, Customer Service, Editing
Education
University of Kansas
BS
American Association of Individual Investors October 2009 - Present
Zacks Investment Research April 2005 - October 2009
Curian Capital, LLC March 2004 - December 2004
INVESTools January 2001 - March 2004
INVESTools September 1998 - January 2001
McClure, Schumacher & Associates 1995 - 1998
Skills
Equities, Investments, SEO, Stocks, Content Management, Web Content, Writing, Portfolio Management, Asset Management, Financial Analysis, Customer Relations, Excel, Strategic Planning, Research, Financial Planning, Microsoft Office, Product Development, PowerPoint, Word, Social Media, Public Speaking, Mutual Funds, Business Strategy, Problem Solving, Competitive Analysis, Valuation, New Business Development, Microsoft Word, Microsoft Excel, Editorial, Equity Research, Social Networking, Public Relations, Strategic Financial..., Investment Management, Newsletters, Bonds, Marketing, Investment Strategies, Blogging, Content Strategy, Product Management, Financial Services, Finance, Securities, Asset Managment, Investor Relations, Economics, Customer Service, Editing
Education
University of Kansas
BS
Chris Hanks Chris Hanks's Investools Experience January 2010 - October 2012
Job Account Manager at TestOut Corporation
Industry Computer Software
Experience
TestOut Corporation June 2014 - Present
BidSync 2013 - 2014
Investools January 2010 - October 2012
Heritage Web Solutions April 2006 - October 2009
Skills
Sales Process, Sales, Salesforce.com, Account Management, CRM, Sales Management, Team Building, Customer Service, Training, Direct Sales, Coaching, Management, Solution Selling, Strategic Planning, Strategy, Business Development, Marketing, Public Speaking, Business Strategy, Entrepreneurship, Sales Presentations, Customer Retention, Project Management, Start-ups, Leadership, Microsoft Office, Team Leadership, Lead Generation, B2B, Leadership Development, SaaS
Education
University of Phoenix-Utah Campus 2007 — 2009
Business Communication, Business, Management, Marketing, and Related Support Services, 3.7
Provo College-Provo 2002 — 2005
Associate's degree, Business Administration and Management, General
Provo College 2001 — 2004
Associates Degree, Business Administration
TestOut Corporation June 2014 - Present
BidSync 2013 - 2014
Investools January 2010 - October 2012
Heritage Web Solutions April 2006 - October 2009
Skills
Sales Process, Sales, Salesforce.com, Account Management, CRM, Sales Management, Team Building, Customer Service, Training, Direct Sales, Coaching, Management, Solution Selling, Strategic Planning, Strategy, Business Development, Marketing, Public Speaking, Business Strategy, Entrepreneurship, Sales Presentations, Customer Retention, Project Management, Start-ups, Leadership, Microsoft Office, Team Leadership, Lead Generation, B2B, Leadership Development, SaaS
Education
University of Phoenix-Utah Campus 2007 — 2009
Business Communication, Business, Management, Marketing, and Related Support Services, 3.7
Provo College-Provo 2002 — 2005
Associate's degree, Business Administration and Management, General
Provo College 2001 — 2004
Associates Degree, Business Administration
Bob Kittell Bob Kittell's Investools Experience 2003 - 2004
Job Motivational/Inspirational Speaker, Memory Expert, Humorist
Industry Professional Training & Coaching
Experience
Ultra Memory Systems Inc 1986 - Present
Get Motivated Seminars, Inc. 1984 - Present
Investools 2003 - 2004
Skills
Motivational Speaking, Memory Training, Presentation Coaching, Coaching, Personal Development, Training, Business Coaching, Executive Coaching, Public Speaking, Life Coaching, Workshop Facilitation, Leadership Development, Career Development, NLP, Emotional Intelligence, Time Management, Entrepreneurship, Leadership, Marketing, Sales, Conflict Resolution, Marketing Strategy, Personal Branding, Strategic Planning, Team Building
Education
BYU 1976 — 1986
Master's degree, Communications, 3.8
Brigham Young University 1976 — 1981
Master's degree, Organizational Communications
Ultra Memory Systems Inc 1986 - Present
Get Motivated Seminars, Inc. 1984 - Present
Investools 2003 - 2004
Skills
Motivational Speaking, Memory Training, Presentation Coaching, Coaching, Personal Development, Training, Business Coaching, Executive Coaching, Public Speaking, Life Coaching, Workshop Facilitation, Leadership Development, Career Development, NLP, Emotional Intelligence, Time Management, Entrepreneurship, Leadership, Marketing, Sales, Conflict Resolution, Marketing Strategy, Personal Branding, Strategic Planning, Team Building
Education
BYU 1976 — 1986
Master's degree, Communications, 3.8
Brigham Young University 1976 — 1981
Master's degree, Organizational Communications
Michelle Waddoups Michelle Waddoups's Investools Experience January 2007 - August 2007
Job Attorney at Robert J. DeBry & Associates
Industry Law Practice
Experience
Robert J. DeBry & Associates May 2012 - Present
Robert J. Debry & Associates October 2010 - May 2012
Wardrop & Wardrop P.C. October 2009 - May 2010
Investools January 2007 - August 2007
KinderCare Learning Center July 2002 - January 2007
Paul Van Dam Political Campaign October 2004 - December 2004
Canyon View Cleaners March 2000 - May 2001
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
University of Utah 2002 — 2005
B.S. Political Science; B.S. Human Development and Family Studies
Robert J. DeBry & Associates May 2012 - Present
Robert J. Debry & Associates October 2010 - May 2012
Wardrop & Wardrop P.C. October 2009 - May 2010
Investools January 2007 - August 2007
KinderCare Learning Center July 2002 - January 2007
Paul Van Dam Political Campaign October 2004 - December 2004
Canyon View Cleaners March 2000 - May 2001
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
University of Utah 2002 — 2005
B.S. Political Science; B.S. Human Development and Family Studies
Luke Ray's Investools Experience March 2004 - October 2007
Job Business Development Manager at Microsoft Corporation
Industry Computer Software
Experience
Microsoft June 2014 - Present
NuvoDirect March 2010 - August 2012
Quomation Insurance Services October 2007 - March 2010
Investools March 2004 - October 2007
Skills
Marketing, Sales Process, Enterprise Technology..., Account Management, Marketing Strategy, Strategy, Leadership, Cross-functional Team..., Advertising, Management, Strategic Communications, Business Development, Marketing Management, Public Relations, Brand Management, Market Research, Competitive Analysis, Analytics, Product Management, Project Management, Sales, Social Media, Entrepreneurship, Start-ups, Sales Management, Trade Shows, Analysis, Marketing Research, Product Marketing, Customer Insight, Strategic Partnerships, Retail, Sales Operations, Training, Direct Mail, Direct Marketing, Pricing, Lead Generation, Online Marketing, Email Marketing, Social Media Marketing, Google Analytics, Online Advertising, Market Analysis
Education
Brigham Young University 2012 — 2014
MBA, Marketing, 3.8
Utah Valley University
Bachelor of Science, Communication, Public Relations (cum laude)
Microsoft June 2014 - Present
NuvoDirect March 2010 - August 2012
Quomation Insurance Services October 2007 - March 2010
Investools March 2004 - October 2007
Skills
Marketing, Sales Process, Enterprise Technology..., Account Management, Marketing Strategy, Strategy, Leadership, Cross-functional Team..., Advertising, Management, Strategic Communications, Business Development, Marketing Management, Public Relations, Brand Management, Market Research, Competitive Analysis, Analytics, Product Management, Project Management, Sales, Social Media, Entrepreneurship, Start-ups, Sales Management, Trade Shows, Analysis, Marketing Research, Product Marketing, Customer Insight, Strategic Partnerships, Retail, Sales Operations, Training, Direct Mail, Direct Marketing, Pricing, Lead Generation, Online Marketing, Email Marketing, Social Media Marketing, Google Analytics, Online Advertising, Market Analysis
Education
Brigham Young University 2012 — 2014
MBA, Marketing, 3.8
Utah Valley University
Bachelor of Science, Communication, Public Relations (cum laude)
Josh Carrion Josh Carrion's Investools Experience February 2009 - November 2014
Job Capital Corporate Finance
Industry Financial Services
Experience
Capital Corporate Finance November 2014 - Present
Investools February 2009 - November 2014
Platinum Innovations 2005 - 2008
Teleperformance, USA 2002 - 2004
Skills
Finance, Commercial Lending, Lease Financing, Funding, Leadership, Entrepreneurship, Sales Management, Sales, Team Building, Public Speaking, Business Strategy, Sales Process, Operations Management, Strategy, Risk Management, Coaching, Management, Strategic Planning, Business Development
Education
Salt Lake Community College 2001 — 2002
Mechanical Engineering Drafting
Capital Corporate Finance November 2014 - Present
Investools February 2009 - November 2014
Platinum Innovations 2005 - 2008
Teleperformance, USA 2002 - 2004
Skills
Finance, Commercial Lending, Lease Financing, Funding, Leadership, Entrepreneurship, Sales Management, Sales, Team Building, Public Speaking, Business Strategy, Sales Process, Operations Management, Strategy, Risk Management, Coaching, Management, Strategic Planning, Business Development
Education
Salt Lake Community College 2001 — 2002
Mechanical Engineering Drafting
Bob Kernan Bob Kernan's Investools Experience May 2006 - March 2010
Job Director, Project Management at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store October 2012 - Present
TD Ameritrade/Investools January 2011 - September 2012
TD Ameritrade/Investools March 2010 - January 2011
Investools May 2006 - March 2010
Investools March 2005 - May 2006
American Trans Air May 1992 - September 2004
Skills
Analytics, Instructional Design, Executive Management, Public Speaking, Program Management, Strategic Planning, Product Management, Investments, Technical Analysis, Options, Series 7, Trading, Project Management, Management, Cross-functional Team..., Series 63, New Business Development, Financial Modeling, Coaching, Mutual Funds, Financial Markets, Risk Management, Strategy, Equities, Portfolio Management, Product Development, Securities, Team Building, Leadership, Financial Services
Education
Daniel Webster College 1988 — 1989
Aviation/Airway Management and Operations
The Mutual Fund Store October 2012 - Present
TD Ameritrade/Investools January 2011 - September 2012
TD Ameritrade/Investools March 2010 - January 2011
Investools May 2006 - March 2010
Investools March 2005 - May 2006
American Trans Air May 1992 - September 2004
Skills
Analytics, Instructional Design, Executive Management, Public Speaking, Program Management, Strategic Planning, Product Management, Investments, Technical Analysis, Options, Series 7, Trading, Project Management, Management, Cross-functional Team..., Series 63, New Business Development, Financial Modeling, Coaching, Mutual Funds, Financial Markets, Risk Management, Strategy, Equities, Portfolio Management, Product Development, Securities, Team Building, Leadership, Financial Services
Education
Daniel Webster College 1988 — 1989
Aviation/Airway Management and Operations
Ryan Bernal Ryan Bernal's Investools Experience July 2011 - Present
Job Specialist, Education Supervision at TD Ameritrade Services, Inc.
Industry Education Management
Experience
Investools July 2011 - Present
Investools July 2011 - October 2012
Skills
Risk Management, SAP, Microsoft Office, Auditing, Business Writing
Education
Brigham Young University 2009 — 2011
Bachelor's degree, Geography-Global Studies
Salt Lake Community College 2007 — 2009
Associate of Arts (AA)
Investools July 2011 - Present
Investools July 2011 - October 2012
Skills
Risk Management, SAP, Microsoft Office, Auditing, Business Writing
Education
Brigham Young University 2009 — 2011
Bachelor's degree, Geography-Global Studies
Salt Lake Community College 2007 — 2009
Associate of Arts (AA)
Steve Stringham Steve Stringham's Investools Experience 2004 - 2006
Job Biostatistician & SAS recruiter (steve.stringham@navitrust.com)
Industry Pharmaceuticals
Experience
NaviTrust 2006 - Present
Investools 2004 - 2006
Certiport 2002 - 2004
Skills
Technical Recruiting, Business Analysis, Strategic Partnerships, cro, Pharmaceuticals, Biotechnology, Epidemiology, Pharmaceutical Industry, Clinical Trials, CDISC, CRO, GCP, SAS, Statistics, Clinical Research, Clinical Data Management, Biostatistics, Recruiting, Data Management, FDA, EDC, SAS programming, Pharmaceutics, Lifesciences, Oncology, Clinical Development, SAS Programming
Education
Brigham Young University 1999 — 2001
BA, Political Science
Brigham Young University 1999 — 2001
BS, Psychology
NaviTrust 2006 - Present
Investools 2004 - 2006
Certiport 2002 - 2004
Skills
Technical Recruiting, Business Analysis, Strategic Partnerships, cro, Pharmaceuticals, Biotechnology, Epidemiology, Pharmaceutical Industry, Clinical Trials, CDISC, CRO, GCP, SAS, Statistics, Clinical Research, Clinical Data Management, Biostatistics, Recruiting, Data Management, FDA, EDC, SAS programming, Pharmaceutics, Lifesciences, Oncology, Clinical Development, SAS Programming
Education
Brigham Young University 1999 — 2001
BA, Political Science
Brigham Young University 1999 — 2001
BS, Psychology
Matthew Canova Matthew Canova's Investools Experience November 2007 - March 2009
Job Motivated Product Manager and Leader
Industry Financial Services
Experience
TD Ameritrade June 2011 - Present
TD Ameritrade March 2009 - June 2011
Investools November 2007 - March 2009
Skills
Product Management, Social Media, Quality Assurance, Software Quality..., Team Leadership, Project Management, Agile Methodologies, Team Building, Problem Solving, Management, Process Improvement, Business Analysis, Testing, Vendor Management, Test Cases, Quality Center, Team Management, Requirements Analysis, SDLC, Manual Testing, Risk Management, Strategy, Options, Visio, Software Project..., Analysis
Education
University of Utah 2004 — 2005
Computer Science
Brigham Young University 2003 — 2003
General Studies
TD Ameritrade June 2011 - Present
TD Ameritrade March 2009 - June 2011
Investools November 2007 - March 2009
Skills
Product Management, Social Media, Quality Assurance, Software Quality..., Team Leadership, Project Management, Agile Methodologies, Team Building, Problem Solving, Management, Process Improvement, Business Analysis, Testing, Vendor Management, Test Cases, Quality Center, Team Management, Requirements Analysis, SDLC, Manual Testing, Risk Management, Strategy, Options, Visio, Software Project..., Analysis
Education
University of Utah 2004 — 2005
Computer Science
Brigham Young University 2003 — 2003
General Studies
Ross W. Jardine Ross W. Jardine's Investools Experience 1997 - 2003
Job
Industry Financial Services
Experience
Certeza Asset Management January 2014 - Present
Fish Rock Consulting January 1994 - Present
True North Academy January 2005 - October 2010
Investools 1997 - 2003
Verio 1996 - 1997
iMall 1995 - 1997
Skills
Entrepreneur, Small Business, Public Speaking, Stocks, Options, Personal Finace, Debt Elimination, Published Author, Management Consulting, commodity trading..., Entrepreneurship, Training, Strategy, Team Leadership, Leadership, Marketing Strategy, Business Development, Leadership Development, Mergers & Acquisitions, Management, Investments, Program Management, Social Networking, Sales, Consulting, Team Building, Strategic Planning, Social Media Marketing, Financial Services, Start-ups, Marketing, SaaS, New Business Development, Sales Management, E-commerce, Strategic Partnerships, Online Advertising, Product Management, SEO, Lead Generation, Finance, Sales Process
Education
Brigham Young University 1984 — 1987
BA, Communications
Brigham Young University - Idaho 1983 — 1985
AA, Pre-Med
Certeza Asset Management January 2014 - Present
Fish Rock Consulting January 1994 - Present
True North Academy January 2005 - October 2010
Investools 1997 - 2003
Verio 1996 - 1997
iMall 1995 - 1997
Skills
Entrepreneur, Small Business, Public Speaking, Stocks, Options, Personal Finace, Debt Elimination, Published Author, Management Consulting, commodity trading..., Entrepreneurship, Training, Strategy, Team Leadership, Leadership, Marketing Strategy, Business Development, Leadership Development, Mergers & Acquisitions, Management, Investments, Program Management, Social Networking, Sales, Consulting, Team Building, Strategic Planning, Social Media Marketing, Financial Services, Start-ups, Marketing, SaaS, New Business Development, Sales Management, E-commerce, Strategic Partnerships, Online Advertising, Product Management, SEO, Lead Generation, Finance, Sales Process
Education
Brigham Young University 1984 — 1987
BA, Communications
Brigham Young University - Idaho 1983 — 1985
AA, Pre-Med
William (Bill) Shine William (Bill) Shine's Investools Experience January 2005 - November 2011
Job Maintenance Supervisor at Westiew Healthcare Facility
Industry Construction
Experience
Westview Healthcare March 2014 - Present
Whitney Oaks Country Club September 2012 - February 2014
Where ever January 2012 - September 2012
Investools January 2005 - November 2011
TD Ameritrade / Investools / Thinkorswim January 2005 - November 2011
Shine Electric Sign, Inc January 1979 - March 2003
Skills
Skilled Tradesman, Hobbyist, Not dropping my..., Trading, Investments, Public Speaking, Team Building, Sales Management, Coaching, New Business Development, Strategic Planning, Sales, Business Strategy, Leadership Development, Organizational..., Start-ups, Customer Service, Team Leadership, Marketing, Project Management, Small Business, Process Improvement, Options, Management Consulting, Budgets, Business Development, Entrepreneurship, Training, Technical Analysis, Risk Management, Leadership, Options Strategies
Education
Riverside Community College 2000 — 2001
Cert of Comp, AutoCad 2000
Norco College 2000 — 2000
Cert, AutoCad2000, 3.5
Birmingham 1965 — 1968
Reseda High School 1965 — 1968
Westview Healthcare March 2014 - Present
Whitney Oaks Country Club September 2012 - February 2014
Where ever January 2012 - September 2012
Investools January 2005 - November 2011
TD Ameritrade / Investools / Thinkorswim January 2005 - November 2011
Shine Electric Sign, Inc January 1979 - March 2003
Skills
Skilled Tradesman, Hobbyist, Not dropping my..., Trading, Investments, Public Speaking, Team Building, Sales Management, Coaching, New Business Development, Strategic Planning, Sales, Business Strategy, Leadership Development, Organizational..., Start-ups, Customer Service, Team Leadership, Marketing, Project Management, Small Business, Process Improvement, Options, Management Consulting, Budgets, Business Development, Entrepreneurship, Training, Technical Analysis, Risk Management, Leadership, Options Strategies
Education
Riverside Community College 2000 — 2001
Cert of Comp, AutoCad 2000
Norco College 2000 — 2000
Cert, AutoCad2000, 3.5
Birmingham 1965 — 1968
Reseda High School 1965 — 1968
Kayce Harris's Investools Experience July 2006 - April 2008
Job HR Management Associate at HewlettPackard
Industry Human Resources
Experience
Hewlett-Packard July 2013 - Present
DigitalGlobe May 2012 - August 2012
Westwood College May 2008 - August 2011
Investools July 2006 - April 2008
Kroenke Sports Enterprises 2005 - 2006
Utah Grizzlies 2004 - 2005
Skills
Access, Microsoft Excel, Executive Management, Business Strategy, Event Planning, Process Improvement, Data Analysis, PowerPoint, Microsoft Office, Marketing, Leadership, Market Research, Team Building, Forecasting, Team Leadership, Customer Service, Microsoft Word, Teamwork, Leadership Development, Social Networking, Training, Human Resources, Analysis, Event Management, Management, Nonprofits, Accounting, Organizational..., Employee Relations, Strategy, Time Management, Coaching, Change Management, Recruiting, Personnel Management
Education
Brigham Young University 2011 — 2013
MBA, OB/HR
Brigham Young University 2000 — 2004
BS, Recreation Management
Hewlett-Packard July 2013 - Present
DigitalGlobe May 2012 - August 2012
Westwood College May 2008 - August 2011
Investools July 2006 - April 2008
Kroenke Sports Enterprises 2005 - 2006
Utah Grizzlies 2004 - 2005
Skills
Access, Microsoft Excel, Executive Management, Business Strategy, Event Planning, Process Improvement, Data Analysis, PowerPoint, Microsoft Office, Marketing, Leadership, Market Research, Team Building, Forecasting, Team Leadership, Customer Service, Microsoft Word, Teamwork, Leadership Development, Social Networking, Training, Human Resources, Analysis, Event Management, Management, Nonprofits, Accounting, Organizational..., Employee Relations, Strategy, Time Management, Coaching, Change Management, Recruiting, Personnel Management
Education
Brigham Young University 2011 — 2013
MBA, OB/HR
Brigham Young University 2000 — 2004
BS, Recreation Management
Katrina Schulthess Katrina Schulthess's Investools Experience August 2005 - October 2012
Job Sr Specialist, Retail Programs, Retail Operations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2005 - Present
Investools August 2005 - October 2012
Blockbuster May 1998 - August 2005
Skills
Positivity, Arranging, Activator, Competition, Communication, Microsoft Office, MS Excel Pivot Tables, Presentations, FileMaker, Team Building, Customer Service, Process Improvement, Training, Team Leadership, Change Management, Operations Management, Business Relationship..., Vendor Management, Process Management, Management, Leadership, Coaching, Performance Management, Project Management, Executive Management, Risk Management, Leadership Development, Strategy, Sales Operations, Start-ups, Cross-functional Team..., Strategic Planning, Uniform Combined State..., Series 24, Program Management, Business Development, Business Process..., Business Strategy, Analytics, Forecasting, Time Management, Financial Analysis, Relationship Management, Series 63
Education
Salt Lake Community College
Business Administration and Management, General
TD Ameritrade August 2005 - Present
Investools August 2005 - October 2012
Blockbuster May 1998 - August 2005
Skills
Positivity, Arranging, Activator, Competition, Communication, Microsoft Office, MS Excel Pivot Tables, Presentations, FileMaker, Team Building, Customer Service, Process Improvement, Training, Team Leadership, Change Management, Operations Management, Business Relationship..., Vendor Management, Process Management, Management, Leadership, Coaching, Performance Management, Project Management, Executive Management, Risk Management, Leadership Development, Strategy, Sales Operations, Start-ups, Cross-functional Team..., Strategic Planning, Uniform Combined State..., Series 24, Program Management, Business Development, Business Process..., Business Strategy, Analytics, Forecasting, Time Management, Financial Analysis, Relationship Management, Series 63
Education
Salt Lake Community College
Business Administration and Management, General
Stephen Woodis Stephen Woodis's Investools Experience 2002 - 2012
Job Senior Project Manager at Open Doors Group
Industry E-Learning
Experience
Open Doors Group July 2013 - Present
Professional Marketing International April 2014 - Present
DevMountain 2015 - 2015
DevMountain 2015 - 2015
TD Ameritrade December 2002 - April 2012
Investools/TDAmeritrade December 2002 - April 2012
Investools 2002 - 2012
NextPage June 1989 - October 2002
NextPage Corporation October 1984 - October 2002
NextPage June 1984 - October 2002
Skills
Public Speaking, Marketing, Sales, Customer Service, Public Relations, Coaching, Training, Editing, Teaching, Team Building, Project Management, Strategic Planning, Employee Training, Leadership, Microsoft Excel, Entrepreneurship, Access, Management, Program Management, Team Leadership, Investments, Microsoft Office, Leadership Development, E-Learning, Organizational..., Analysis, Web Development, JavaScript, AngularJS, CSS, HTML
Education
Brigham Young University 1984 — 1989
Bachelor of Arts (BA), English
Brigham Young University 1981 — 1989
Bachelor Degree, English
DevMountain
DevMountain
DevMountain
Open Doors Group July 2013 - Present
Professional Marketing International April 2014 - Present
DevMountain 2015 - 2015
DevMountain 2015 - 2015
TD Ameritrade December 2002 - April 2012
Investools/TDAmeritrade December 2002 - April 2012
Investools 2002 - 2012
NextPage June 1989 - October 2002
NextPage Corporation October 1984 - October 2002
NextPage June 1984 - October 2002
Skills
Public Speaking, Marketing, Sales, Customer Service, Public Relations, Coaching, Training, Editing, Teaching, Team Building, Project Management, Strategic Planning, Employee Training, Leadership, Microsoft Excel, Entrepreneurship, Access, Management, Program Management, Team Leadership, Investments, Microsoft Office, Leadership Development, E-Learning, Organizational..., Analysis, Web Development, JavaScript, AngularJS, CSS, HTML
Education
Brigham Young University 1984 — 1989
Bachelor of Arts (BA), English
Brigham Young University 1981 — 1989
Bachelor Degree, English
DevMountain
DevMountain
DevMountain
Timothy Laczynski Timothy Laczynski's Investools Experience 2009 - 2010
Job Broadway Producer & Consultant
Industry Entertainment
Experience
Napa Valley Performing Arts Center at Lincoln Theater November 2012 - Present
Broadway July 2010 - Present
Lucid Endeavors, LLC August 2008 - Present
Surflight Theatre September 2010 - August 2012
Investools 2009 - 2010
Norwegian Cruise Line January 2006 - July 2008
Norwegian Cruise Line January 2005 - December 2005
Norwegian Cruise Line August 2002 - December 2004
Norwegian Cruise Line September 2001 - July 2002
Norwegian Cruise Line December 1999 - August 2001
Skills
Budgets, Forecasting, Event Management, Strategic Planning, Customer Service, Sales, Financial Analysis, Entertainment, Operations Management, Team Building, Social Media, Tourism, Accounting, Inventory Management, Microsoft Excel, Negotiation, Marketing Strategy, Microsoft Office, Project Management, Team Leadership, Contract Negotiation, Public Relations, Comedy, Management, Theatre, Hospitality, Strategy, Musical Theatre, Stage
Education
Florida International University 2004 — 2005
Bachelor of Business Administration, Management & International Business
Miami Dade College 2003 — 2003
Associate in Arts, Business Administration
Elgin Community College 1996 — 1996
N/A, General Education Undergraduate Studies / Business Administration
Marquette University 1995 — 1996
N/A, General Education Undergraduate Studies / Business Administration
Napa Valley Performing Arts Center at Lincoln Theater November 2012 - Present
Broadway July 2010 - Present
Lucid Endeavors, LLC August 2008 - Present
Surflight Theatre September 2010 - August 2012
Investools 2009 - 2010
Norwegian Cruise Line January 2006 - July 2008
Norwegian Cruise Line January 2005 - December 2005
Norwegian Cruise Line August 2002 - December 2004
Norwegian Cruise Line September 2001 - July 2002
Norwegian Cruise Line December 1999 - August 2001
Skills
Budgets, Forecasting, Event Management, Strategic Planning, Customer Service, Sales, Financial Analysis, Entertainment, Operations Management, Team Building, Social Media, Tourism, Accounting, Inventory Management, Microsoft Excel, Negotiation, Marketing Strategy, Microsoft Office, Project Management, Team Leadership, Contract Negotiation, Public Relations, Comedy, Management, Theatre, Hospitality, Strategy, Musical Theatre, Stage
Education
Florida International University 2004 — 2005
Bachelor of Business Administration, Management & International Business
Miami Dade College 2003 — 2003
Associate in Arts, Business Administration
Elgin Community College 1996 — 1996
N/A, General Education Undergraduate Studies / Business Administration
Marquette University 1995 — 1996
N/A, General Education Undergraduate Studies / Business Administration
Dana Samara's Investools Experience 2004 - 2007
Job Sr Recruiter Connecting top talent with career opportunities.
Industry Staffing and Recruiting
Experience
SolarWinds 2013 - Present
Wealth Rock January 2012 - June 2012
DealerTrack 2008 - 2010
Investools 2004 - 2007
Remax 2004 - 2006
Franklin Covey Coaching 1998 - 2002
Skills
Talent Acquisition, Recruiting, Talent Management, Onboarding, Employee Relations, Temporary Placement, Human Resources, Management, Performance Management, Training, Technical Recruiting, Interviews, Sourcing, Personnel Management, System Administration, Vendor Relationship..., Digital Photography, Leadership
Education
Northwestern State University
Northwestern State University
Associate's degree, Business Administration and Management, General
SolarWinds 2013 - Present
Wealth Rock January 2012 - June 2012
DealerTrack 2008 - 2010
Investools 2004 - 2007
Remax 2004 - 2006
Franklin Covey Coaching 1998 - 2002
Skills
Talent Acquisition, Recruiting, Talent Management, Onboarding, Employee Relations, Temporary Placement, Human Resources, Management, Performance Management, Training, Technical Recruiting, Interviews, Sourcing, Personnel Management, System Administration, Vendor Relationship..., Digital Photography, Leadership
Education
Northwestern State University
Northwestern State University
Associate's degree, Business Administration and Management, General
Carl Luft's Investools Experience December 2008 - May 2009
Job Partner at Campus Founders Fund, Materials Science & Engineering Undergraduate and Researcher at the University of Utah
Industry Mechanical or Industrial Engineering
Experience
University of Utah College of Engineering January 2015 - Present
Campus Founders Fund October 2014 - Present
University of Utah College of Engineering January 2014 - Present
University of Utah August 2011 - Present
New York Stock Exchange January 2009 - Present
Qzzr March 2015 - September 2015
National Bookkeeping Specialists, LLP April 2005 - August 2009
Investools December 2008 - May 2009
Ingenix June 2008 - December 2008
Encover June 2007 - July 2008
Skills
Materials..., NI LabVIEW, Electrical and Thermal..., Project Management, Materials, Solidworks, Matlab, Leadership, Marketing, Sales, Team Building, Training, Product Design, CAD, QuickBooks, Microsoft Office, Salesforce.com, Entrepreneurship, Solution Selling, Sales Process, Strategic Planning, Team Leadership, Public Speaking, Business Planning, Technical drafting, Microsoft Excel, Microsoft Word, Modeling, Adobe Creative Suite, SaaS, C++, Management, Account Management, Business Development, Customer Service, Sales Management, Direct Sales, Sales Operations, Small Business, Marketing Strategy, Research, Materials Science
Education
University of Utah 2011 — 2015
BS, Materials Science & Engineering, Business Entrepreneurship Minor, Senior
Salt Lake Community College 2009 — 2011
Associates, Science
Universal Accounting Institute 2004 — 2005
Certificate, Bookkeeping
Highland High School 1999 — 2003
Diploma, General Studies
University of Utah College of Engineering January 2015 - Present
Campus Founders Fund October 2014 - Present
University of Utah College of Engineering January 2014 - Present
University of Utah August 2011 - Present
New York Stock Exchange January 2009 - Present
Qzzr March 2015 - September 2015
National Bookkeeping Specialists, LLP April 2005 - August 2009
Investools December 2008 - May 2009
Ingenix June 2008 - December 2008
Encover June 2007 - July 2008
Skills
Materials..., NI LabVIEW, Electrical and Thermal..., Project Management, Materials, Solidworks, Matlab, Leadership, Marketing, Sales, Team Building, Training, Product Design, CAD, QuickBooks, Microsoft Office, Salesforce.com, Entrepreneurship, Solution Selling, Sales Process, Strategic Planning, Team Leadership, Public Speaking, Business Planning, Technical drafting, Microsoft Excel, Microsoft Word, Modeling, Adobe Creative Suite, SaaS, C++, Management, Account Management, Business Development, Customer Service, Sales Management, Direct Sales, Sales Operations, Small Business, Marketing Strategy, Research, Materials Science
Education
University of Utah 2011 — 2015
BS, Materials Science & Engineering, Business Entrepreneurship Minor, Senior
Salt Lake Community College 2009 — 2011
Associates, Science
Universal Accounting Institute 2004 — 2005
Certificate, Bookkeeping
Highland High School 1999 — 2003
Diploma, General Studies
Russell Bryson Russell Bryson's Investools Experience September 2006 - August 2012
Job Electronics Professional
Industry Retail
Experience
Investools September 2006 - August 2012
Cox Communications August 2004 - August 2006
Skills
Electronics, Computer Hardware, Computer Gaming, Software Installation, Computer Hardware..., Computer Hardware..., Computer Information..., Home Theater, Data Analysis, Video Games, Mobile Games, Technical Support, Customer Service, Troubleshooting
Education
College of Southern Nevada 1995 — 1996
Computer and Information Sciences, General
Rancho High School 1989 — 1993
High School Diploma
Investools September 2006 - August 2012
Cox Communications August 2004 - August 2006
Skills
Electronics, Computer Hardware, Computer Gaming, Software Installation, Computer Hardware..., Computer Hardware..., Computer Information..., Home Theater, Data Analysis, Video Games, Mobile Games, Technical Support, Customer Service, Troubleshooting
Education
College of Southern Nevada 1995 — 1996
Computer and Information Sciences, General
Rancho High School 1989 — 1993
High School Diploma
Lee Oberlander McAdoo's Investools Experience January 2007 - December 2008
Job Managing Director, Retail Engagement at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade November 2013 - Present
TD Ameritrade 2009 - November 2013
thinkorswim January 2009 - June 2009
Investools January 2007 - December 2008
Markitecture July 2005 - December 2006
Meredith July 2001 - July 2003
Forbes Magazine June 1999 - June 2001
Skills
Integrated Marketing, Online Marketing, Marketing, Financial Services, Segmentation, Direct Marketing, Analytics, Strategy, Competitive Analysis, Marketing Strategy, Digital Marketing, Strategic Partnerships, Business Strategy, Customer Acquisition
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Marketing and Management
McGill University 1994 — 1998
BA, English and Economics
TD Ameritrade November 2013 - Present
TD Ameritrade 2009 - November 2013
thinkorswim January 2009 - June 2009
Investools January 2007 - December 2008
Markitecture July 2005 - December 2006
Meredith July 2001 - July 2003
Forbes Magazine June 1999 - June 2001
Skills
Integrated Marketing, Online Marketing, Marketing, Financial Services, Segmentation, Direct Marketing, Analytics, Strategy, Competitive Analysis, Marketing Strategy, Digital Marketing, Strategic Partnerships, Business Strategy, Customer Acquisition
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Marketing and Management
McGill University 1994 — 1998
BA, English and Economics
Pamela Wallace's Investools Experience 2007 - 2010
Job Owner of Pilamaya LLC
Industry Consumer Goods
Experience
Pilamaya LLC April 2010 - Present
Investools 2007 - 2010
JP Morgan Chase 2004 - 2006
InCharge Institute 2002 - 2003
Merrill Lynch 1996 - 2001
Skills
Strategic Planning, Interactive Marketing, Strategy, Marketing Strategy, Competitive Analysis, Advertising
Education
Harvard Business School 1985 — 1987
MBA, Business Administration
Bucknell University 1977 — 1981
BS, Engineering
Avon High School
Pilamaya LLC April 2010 - Present
Investools 2007 - 2010
JP Morgan Chase 2004 - 2006
InCharge Institute 2002 - 2003
Merrill Lynch 1996 - 2001
Skills
Strategic Planning, Interactive Marketing, Strategy, Marketing Strategy, Competitive Analysis, Advertising
Education
Harvard Business School 1985 — 1987
MBA, Business Administration
Bucknell University 1977 — 1981
BS, Engineering
Avon High School
Leslie Stafford's Investools Experience April 2000 - February 2003
Job Demand generation marketer putting her project management skills to use while advocating for special needs children
Industry Marketing and Advertising
Experience
Abilities United June 2014 - Present
Spear Marketing Group 2010 - 2010
Connect Direct Inc March 2004 - December 2009
INVESTools April 2000 - February 2003
INVESTools February 1999 - April 2000
INVESTools October 1997 - January 1999
Skills
Vendor Management, Integrated Marketing, Advocacy, Autism Spectrum..., Strategic Planning, Event Planning, Media Planning, Budgets, Project Management, Project Planning, Strategy Execution, Vendor Relationships, Quality Control, Social Skills, Account Management, Product Marketing, Start-ups, Demand Generation, Management, Lead Generation, Digital Marketing, Online Advertising, E-commerce, Direct Marketing, B2B Marketing, SEM, Direct Mail, Mobile Marketing, Digital Strategy, Email Marketing, Social Media Marketing, Digital Media, Advertising, B2B, Interactive Marketing, Customer Acquisition, Media Buying, Content Strategy, Web Analytics, Google Adwords, Google Analytics
Education
Northwestern University 1993 — 1997
BS, Communication Studies, Concentration in Mathematics
Abilities United June 2014 - Present
Spear Marketing Group 2010 - 2010
Connect Direct Inc March 2004 - December 2009
INVESTools April 2000 - February 2003
INVESTools February 1999 - April 2000
INVESTools October 1997 - January 1999
Skills
Vendor Management, Integrated Marketing, Advocacy, Autism Spectrum..., Strategic Planning, Event Planning, Media Planning, Budgets, Project Management, Project Planning, Strategy Execution, Vendor Relationships, Quality Control, Social Skills, Account Management, Product Marketing, Start-ups, Demand Generation, Management, Lead Generation, Digital Marketing, Online Advertising, E-commerce, Direct Marketing, B2B Marketing, SEM, Direct Mail, Mobile Marketing, Digital Strategy, Email Marketing, Social Media Marketing, Digital Media, Advertising, B2B, Interactive Marketing, Customer Acquisition, Media Buying, Content Strategy, Web Analytics, Google Adwords, Google Analytics
Education
Northwestern University 1993 — 1997
BS, Communication Studies, Concentration in Mathematics
Julia Furbee's Investools Experience December 2006 - June 2008
Job Graphic Designer, Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Furbee Creative 2000 - Present
Furbee Creative December 1999 - Present
Investools December 2006 - June 2008
Johnson, Joyce & Brennan - Creativewerks November 1993 - December 1999
Johnson, Joyce & Brennan 1993 - 1999
Skills
PowerPoint, Graphic Design, Advertising, Graphics, Logo Design, Creative Direction, Flash, Packaging, Web Design, Marketing Communications, Copywriting, Illustrator, Adobe Creative Suite, Digital Media, Branding & Identity, Brand Development, Marketing, Art, Corporate Branding, Dreamweaver, Art Direction, InDesign, Presentation Development, Direct Mail, Integrated Marketing, Email Marketing, Photoshop, Start-ups
Education
California State University-Long Beach 1977 — 1982
Bachelors, Fine Art
Bay Area Video Coalition
Furbee Creative 2000 - Present
Furbee Creative December 1999 - Present
Investools December 2006 - June 2008
Johnson, Joyce & Brennan - Creativewerks November 1993 - December 1999
Johnson, Joyce & Brennan 1993 - 1999
Skills
PowerPoint, Graphic Design, Advertising, Graphics, Logo Design, Creative Direction, Flash, Packaging, Web Design, Marketing Communications, Copywriting, Illustrator, Adobe Creative Suite, Digital Media, Branding & Identity, Brand Development, Marketing, Art, Corporate Branding, Dreamweaver, Art Direction, InDesign, Presentation Development, Direct Mail, Integrated Marketing, Email Marketing, Photoshop, Start-ups
Education
California State University-Long Beach 1977 — 1982
Bachelors, Fine Art
Bay Area Video Coalition
Craig McCann's Investools Experience December 2002 - January 2009
Job Director of Information Services at investools
Industry Information Technology and Services
Experience
TD Ameritrade 2002 - Present
investools December 2002 - January 2009
Visual Networks February 2000 - January 2002
RWB Advisory Services, Inc. August 1998 - February 2000
Assante 1997 - 2000
Banta Global Turnkey October 1996 - August 1998
Skills
Linux, Active Directory, Cisco Technologies
Education
Masters Institute 1998 — 2001
Systems Administration
SaddleBack College 1995 — 1997
Computer Science
TD Ameritrade 2002 - Present
investools December 2002 - January 2009
Visual Networks February 2000 - January 2002
RWB Advisory Services, Inc. August 1998 - February 2000
Assante 1997 - 2000
Banta Global Turnkey October 1996 - August 1998
Skills
Linux, Active Directory, Cisco Technologies
Education
Masters Institute 1998 — 2001
Systems Administration
SaddleBack College 1995 — 1997
Computer Science
Vance Warburton's Investools Experience April 2005 - August 2007
Job Vice President of Tax at MonaVie
Industry Accounting
Experience
MonaVie October 2011 - October 2014
Avery Dennison Corporation July 2007 - October 2011
Investools April 2005 - August 2007
Iomega 1999 - 2004
Arthur Andersen December 1995 - April 1999
Skills
Accounting, Tax, Financial Planning, Corporate Tax, Income Tax
Education
Brigham Young University 1994 — 1995
MACC, Accounting, Tax Emphasis
Utah State University 1987 — 1994
BA, Accounting, Psychology
MonaVie October 2011 - October 2014
Avery Dennison Corporation July 2007 - October 2011
Investools April 2005 - August 2007
Iomega 1999 - 2004
Arthur Andersen December 1995 - April 1999
Skills
Accounting, Tax, Financial Planning, Corporate Tax, Income Tax
Education
Brigham Young University 1994 — 1995
MACC, Accounting, Tax Emphasis
Utah State University 1987 — 1994
BA, Accounting, Psychology
Brent Moors's Investools Experience July 2004 - December 2006
Job Financial Instructor at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2007 - Present
Investools July 2004 - December 2006
Skills
Financial Analysis, Options, Coaching
Education
Western Governors University 2013 — 2014
Master of Arts (M.A.), Biological Science Education
Brigham Young University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
TD Ameritrade January 2007 - Present
Investools July 2004 - December 2006
Skills
Financial Analysis, Options, Coaching
Education
Western Governors University 2013 — 2014
Master of Arts (M.A.), Biological Science Education
Brigham Young University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Paul Helbling's Investools Experience 2005 - December 2009
Job Partner at Tatum, a Randstad Company
Industry Financial Services
Experience
Tatum, a Randstad Company February 2011 - Present
thinkorswim 2007 - December 2009
Investools 2005 - December 2009
Investools 1999 - 2005
Precision Castparts - Flow Technologies Division 1997 - 1999
HydroChem Industrial Services, Inc. 1991 - 1997
American Exploration Company 1987 - 1990
Sonat Offshore Drilling (Transocean Offshore) 1981 - 1987
Ernst & Young 1976 - 1981
Skills
Strategic Financial..., Auditing, Analysis, Options, Financial Analysis, Equities, Mergers & Acquisitions, Financial Modeling, Risk Management, Finance, Strategic Planning, Due Diligence, Asset Management, Trading, Budgets, Mergers, Corporate Finance, Business Strategy, Business Development, Accounting, Investments, Executive Management, Internal Audit, Valuation
Education
Rice University - Jesse H. Jones Graduate School of Business 1975 — 1976
Master of Accountancy, Accounting
Rice University 1971 — 1975
Bachelors, Economics
Tatum, a Randstad Company February 2011 - Present
thinkorswim 2007 - December 2009
Investools 2005 - December 2009
Investools 1999 - 2005
Precision Castparts - Flow Technologies Division 1997 - 1999
HydroChem Industrial Services, Inc. 1991 - 1997
American Exploration Company 1987 - 1990
Sonat Offshore Drilling (Transocean Offshore) 1981 - 1987
Ernst & Young 1976 - 1981
Skills
Strategic Financial..., Auditing, Analysis, Options, Financial Analysis, Equities, Mergers & Acquisitions, Financial Modeling, Risk Management, Finance, Strategic Planning, Due Diligence, Asset Management, Trading, Budgets, Mergers, Corporate Finance, Business Strategy, Business Development, Accounting, Investments, Executive Management, Internal Audit, Valuation
Education
Rice University - Jesse H. Jones Graduate School of Business 1975 — 1976
Master of Accountancy, Accounting
Rice University 1971 — 1975
Bachelors, Economics
D. Scott Elder's Investools Experience August 1997 - August 2003
Job Owner at Cosmic Bridge, LLC
Industry Marketing and Advertising
Experience
Xpert Systems May 2011 - Present
Cosmic Bridge, LLC April 2008 - Present
TrueNorth Academy, LLC 2005 - April 2008
Investools August 1997 - August 2003
Skills
Entrepreneur, Marketing, Executive Management, Sales, Marketing Strategy, Training & Development, Entrepreneurship, Employee Training, Business Development, Leadership, New Business Development, Team Building, Start-ups, Online Advertising, Social Media Marketing, Sales Management, Coaching, Customer Service, Business Strategy, Management, Training, Budgets, Strategic Planning, Leadership Development, Recruiting, Team Leadership, Contract Negotiation, Account Management, Project Management, Business Planning, Management Consulting, Strategy, Strategic Partnerships, Negotiation, Small Business, Public Speaking, Sales Process, E-commerce, Online Marketing, Lead Generation, Social Networking, Email Marketing, Direct Sales, Successful Business...
Education
University of Phoenix 1989 — 1992
MBA, Marketing
Brigham Young University 1978 — 1981
BA, Communications
Xpert Systems May 2011 - Present
Cosmic Bridge, LLC April 2008 - Present
TrueNorth Academy, LLC 2005 - April 2008
Investools August 1997 - August 2003
Skills
Entrepreneur, Marketing, Executive Management, Sales, Marketing Strategy, Training & Development, Entrepreneurship, Employee Training, Business Development, Leadership, New Business Development, Team Building, Start-ups, Online Advertising, Social Media Marketing, Sales Management, Coaching, Customer Service, Business Strategy, Management, Training, Budgets, Strategic Planning, Leadership Development, Recruiting, Team Leadership, Contract Negotiation, Account Management, Project Management, Business Planning, Management Consulting, Strategy, Strategic Partnerships, Negotiation, Small Business, Public Speaking, Sales Process, E-commerce, Online Marketing, Lead Generation, Social Networking, Email Marketing, Direct Sales, Successful Business...
Education
University of Phoenix 1989 — 1992
MBA, Marketing
Brigham Young University 1978 — 1981
BA, Communications
wendy kuehnl's Investools Experience 1998 - 2001
Job Marketing Director at Abilities United
Industry Nonprofit Organization Management
Experience
Abilities United October 2001 - Present
Investools 1998 - 2001
Knight Ridder 1995 - 1997
AT&T/EO 1992 - 1994
Silicon Graphics 1991 - 1993
Ricoh 1986 - 1989
Coherent 1986 - 1987
Skills
Public Relations, Non-profits, Strategic Planning, Writing, Customer Relations, Social Media, Public Speaking, PowerPoint, Marketing Strategy, Online Marketing, Excel, Research, Social Media Marketing, Marketing Communications, Microsoft Office, Budgeting, Copywriting, Product Marketing, Event Planning, Media Relations, Training, Nonprofits, Fundraising, Blogging, Market Research, Editing
Education
San Francisco State University, College of Business 1995 — 1997
MBA, Marketing and International Business
University of Hawaii at Manoa 1980 — 1982
Psycology, sociology, vocational rehabilitation
University of Northern Colorado 1979 — 1982
BS Vocational Rehabilitation, Psycology, sociology, vocational rehabilitation
Abilities United October 2001 - Present
Investools 1998 - 2001
Knight Ridder 1995 - 1997
AT&T/EO 1992 - 1994
Silicon Graphics 1991 - 1993
Ricoh 1986 - 1989
Coherent 1986 - 1987
Skills
Public Relations, Non-profits, Strategic Planning, Writing, Customer Relations, Social Media, Public Speaking, PowerPoint, Marketing Strategy, Online Marketing, Excel, Research, Social Media Marketing, Marketing Communications, Microsoft Office, Budgeting, Copywriting, Product Marketing, Event Planning, Media Relations, Training, Nonprofits, Fundraising, Blogging, Market Research, Editing
Education
San Francisco State University, College of Business 1995 — 1997
MBA, Marketing and International Business
University of Hawaii at Manoa 1980 — 1982
Psycology, sociology, vocational rehabilitation
University of Northern Colorado 1979 — 1982
BS Vocational Rehabilitation, Psycology, sociology, vocational rehabilitation
Rebecca Segars's Investools Experience 2005 - 2012
Job Education Counselor at Online Trading Academy
Industry Financial Services
Experience
Online Trading Academy 2013 - Present
Investools 2005 - 2012
Investools from TD Ameritrade 2006 - 2011
freeman welwood 1998 - 2003
Skills
Risk Management, Equities, Financial Markets, Options, Customer Service, Technical Analysis, Financial Modeling, Business Development, Portfolio Management, Team Building, Business Strategy, Analytics, Series 7, Investments, Finance, Mutual Funds, Leadership Development, Team Leadership, Mergers & Acquisitions, Strategic Planning, Strategic Partnerships, Trading, Public Speaking, New Business Development, Strategy, Sales Management, Management Consulting, Marketing, Securities, Management, Coaching, Start-ups, Investment Strategies, Marketing Strategy, Product Management, Project Management, Strategic Financial..., Leadership, Business Planning, Sales, Budgets, Financial Analysis, Series 24, Account Management, Entrepreneurship, Salesforce.com, Series 63, FINRA, Change Management, Analysis
Education
Columbus State University 1990 — 1992
MBA Finance, Finance, General
North Georgia College and State University 1982 — 1986
Marketing and Management
Online Trading Academy 2013 - Present
Investools 2005 - 2012
Investools from TD Ameritrade 2006 - 2011
freeman welwood 1998 - 2003
Skills
Risk Management, Equities, Financial Markets, Options, Customer Service, Technical Analysis, Financial Modeling, Business Development, Portfolio Management, Team Building, Business Strategy, Analytics, Series 7, Investments, Finance, Mutual Funds, Leadership Development, Team Leadership, Mergers & Acquisitions, Strategic Planning, Strategic Partnerships, Trading, Public Speaking, New Business Development, Strategy, Sales Management, Management Consulting, Marketing, Securities, Management, Coaching, Start-ups, Investment Strategies, Marketing Strategy, Product Management, Project Management, Strategic Financial..., Leadership, Business Planning, Sales, Budgets, Financial Analysis, Series 24, Account Management, Entrepreneurship, Salesforce.com, Series 63, FINRA, Change Management, Analysis
Education
Columbus State University 1990 — 1992
MBA Finance, Finance, General
North Georgia College and State University 1982 — 1986
Marketing and Management
Margaret Spalinger's Investools Experience February 2005 - December 2008
Job Payroll Administrator at EnergySolutions
Industry Education Management
Experience
EnergySolutions August 2009 - Present
Investools February 2005 - December 2008
Robert Half/Account Temps October 2004 - January 2005
Wal-Mart May 1998 - June 2004
Skills
Payroll, Benefits Administration
Education
San Joaquin Delta College 1997 — 1998
Certificate in Accounting, Accounting
San Joaquin Delta College 1994 — 1997
Associates, General
EnergySolutions August 2009 - Present
Investools February 2005 - December 2008
Robert Half/Account Temps October 2004 - January 2005
Wal-Mart May 1998 - June 2004
Skills
Payroll, Benefits Administration
Education
San Joaquin Delta College 1997 — 1998
Certificate in Accounting, Accounting
San Joaquin Delta College 1994 — 1997
Associates, General
David Faul's Investools Experience 1998 - 2002
Job Owner, David Faul Inc
Industry Online Media
Experience
David Faul Inc January 2005 - Present
INVESTools 1998 - 2002
Investools 1998 - 2002
Education
Ohio University 1990 — 1994
David Faul Inc January 2005 - Present
INVESTools 1998 - 2002
Investools 1998 - 2002
Education
Ohio University 1990 — 1994
J'Ann Sherry's Investools Experience August 2006 - July 2007
Job Telecommunications Professional
Industry Telecommunications
Experience
Investools August 2006 - July 2007
Praxair Healthcare Services September 2002 - August 2006
AT&T Boradband August 1999 - March 2001
Aspen Distribution August 1997 - March 1999
Discover Card January 1991 - July 1997
Education
University of Phoenix 1987 — 1988
Business Administration
Brigham Young University 1975 — 1978
General Education
Investools August 2006 - July 2007
Praxair Healthcare Services September 2002 - August 2006
AT&T Boradband August 1999 - March 2001
Aspen Distribution August 1997 - March 1999
Discover Card January 1991 - July 1997
Education
University of Phoenix 1987 — 1988
Business Administration
Brigham Young University 1975 — 1978
General Education
Pam Thompson's Investools Experience 1999 - 2001
Job CAO at SBM Offshore
Industry Oil & Energy
Experience
SBM Offshore April 2013 - Present
RigNet April 2011 - March 2013
Scorpion Offshore May 2006 - February 2011
Pride International 2002 - 2006
Tanox, Inc. 2001 - 2002
Investools 1999 - 2001
Core Laboratories 1995 - 1999
Keystone International 1994 - 1995
AIG American General 1988 - 1993
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Mergers & Acquisitions, Internal Controls, Financial Analysis, SEC filings, Financial Modeling, Forecasting
Education
Texas A&M University 1983 — 1987
Bachelor's degree, Accounting and Finance
SBM Offshore April 2013 - Present
RigNet April 2011 - March 2013
Scorpion Offshore May 2006 - February 2011
Pride International 2002 - 2006
Tanox, Inc. 2001 - 2002
Investools 1999 - 2001
Core Laboratories 1995 - 1999
Keystone International 1994 - 1995
AIG American General 1988 - 1993
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Mergers & Acquisitions, Internal Controls, Financial Analysis, SEC filings, Financial Modeling, Forecasting
Education
Texas A&M University 1983 — 1987
Bachelor's degree, Accounting and Finance
Monica Morton's Investools Experience ManagerDeloitteJanuary 2000 - June 2004
Job Internal Audit Manager at Investools
Industry Education Management
Experience
Investools ManagerDeloitteJanuary 2000 - June 2004
Education
Brigham Young University
BS, Accounting
Utah State University
MBA, Accounting Emphasis
Investools ManagerDeloitteJanuary 2000 - June 2004
Education
Brigham Young University
BS, Accounting
Utah State University
MBA, Accounting Emphasis
Fred Vander Werff's Investools Experience 2002 - 2004
Job Market Analyst/Product Developer at Market Harbinger Institute LLC
Industry Financial Services
Experience
Market Harbinger Institute LLC January 2014 - Present
PowerTraderEdge.com February 2012 - July 2015
Ancestry.com September 2010 - January 2012
Morgan Stanley 2010 - 2010
Utah Career College August 2008 - July 2009
Investment Tools & Training October 2007 - August 2008
MSI Capital Resources LLC March 2006 - June 2008
Whitney Education Group 2004 - 2006
Investools 2002 - 2004
PowerQuest 1997 - 2002
Skills
Training, Coaching, Instructional Design, Employee Training, Management, Team Building, Program Management, Microsoft Office, E-Learning, Captivate, Editing, Customer Service, Copywriting, Web Design, Training Delivery, Curriculum Design, Writing, Entrepreneurship, Team Leadership, Adobe Creative Suite, Public Speaking, Mentoring, Leadership Development, WebEx, Graphic Design, Strategy, Voice Over, Leadership, Product Management, Stock Market, Stock Trading, Options Strategies, Money Management, Financial Analysis, Financial Services
Education
University of Phoenix 2000 — 2005
Master's of Arts, Adult Education
Utah Valley State College 1990 — 1998
General Studies
Ricks College 1987 — 1988
General Studies, Music
Market Harbinger Institute LLC January 2014 - Present
PowerTraderEdge.com February 2012 - July 2015
Ancestry.com September 2010 - January 2012
Morgan Stanley 2010 - 2010
Utah Career College August 2008 - July 2009
Investment Tools & Training October 2007 - August 2008
MSI Capital Resources LLC March 2006 - June 2008
Whitney Education Group 2004 - 2006
Investools 2002 - 2004
PowerQuest 1997 - 2002
Skills
Training, Coaching, Instructional Design, Employee Training, Management, Team Building, Program Management, Microsoft Office, E-Learning, Captivate, Editing, Customer Service, Copywriting, Web Design, Training Delivery, Curriculum Design, Writing, Entrepreneurship, Team Leadership, Adobe Creative Suite, Public Speaking, Mentoring, Leadership Development, WebEx, Graphic Design, Strategy, Voice Over, Leadership, Product Management, Stock Market, Stock Trading, Options Strategies, Money Management, Financial Analysis, Financial Services
Education
University of Phoenix 2000 — 2005
Master's of Arts, Adult Education
Utah Valley State College 1990 — 1998
General Studies
Ricks College 1987 — 1988
General Studies, Music
Joshua Varney's Investools Experience September 2003 - September 2006
Job Senior Manager of Product Specialists at InsideSales.com
Industry Computer Software
Experience
InsideSales.com June 2014 - Present
InsideSales.com January 2009 - May 2014
InsideSales.com January 2008 - January 2009
InsideSales.com May 2007 - January 2008
InsideSales.com September 2006 - May 2007
Investools September 2003 - September 2006
I-Satellite March 2003 - August 2003
OfficeMax September 2001 - December 2002
Gateway August 2000 - September 2001
Skills
Leadership, Account Management, Salesforce.com, SaaS, Troubleshooting, Customer Service, Salesforce.com..., Employee Management, Work Ethic, Operations Management, Technical Support..., Management, Service Center..., CRM, Interviewing Skills, Enterprise Software, Lead Generation, Salesforce Administrator, Analytics, Call Centers, Cloud Computing, B2B, Product Management, Tactical Execution, Technical Support, Team Leadership, IT Management, Customer Satisfaction, Software Implementation, Erlang C - Call...
Education
Utah Valley University 2005 — 2007
BS Business Administration, Business Management with a Finance Emphasis
Broome Community College 2000 — 2003
Assiocates Degree, Business Administration, Business Administration and Management, General
InsideSales.com June 2014 - Present
InsideSales.com January 2009 - May 2014
InsideSales.com January 2008 - January 2009
InsideSales.com May 2007 - January 2008
InsideSales.com September 2006 - May 2007
Investools September 2003 - September 2006
I-Satellite March 2003 - August 2003
OfficeMax September 2001 - December 2002
Gateway August 2000 - September 2001
Skills
Leadership, Account Management, Salesforce.com, SaaS, Troubleshooting, Customer Service, Salesforce.com..., Employee Management, Work Ethic, Operations Management, Technical Support..., Management, Service Center..., CRM, Interviewing Skills, Enterprise Software, Lead Generation, Salesforce Administrator, Analytics, Call Centers, Cloud Computing, B2B, Product Management, Tactical Execution, Technical Support, Team Leadership, IT Management, Customer Satisfaction, Software Implementation, Erlang C - Call...
Education
Utah Valley University 2005 — 2007
BS Business Administration, Business Management with a Finance Emphasis
Broome Community College 2000 — 2003
Assiocates Degree, Business Administration, Business Administration and Management, General
michael veronin's Investools Experience April 2007 - December 2007
Job Contract Art Design and Production at Veronin Design
Industry Marketing and Advertising
Experience
Google 2011 - Present
Veronin Design January 2009 - Present
Thermo Fisher Scientific 2009 - 2010
Silicon Valley Bank June 2008 - December 2008
24 Hour Fitness December 2007 - April 2008
Investools April 2007 - December 2007
California CEO 2000 - 2002
Skills
Layout, Collateral, Web Design, Publications, Dreamweaver, Flash, Adobe Creative Suite, User Experience, InDesign, Graphics, Art Direction, Logo Design, Photoshop, Interaction Design, Graphic Design, Advertising, Illustrator
Education
San Jose State University
Google 2011 - Present
Veronin Design January 2009 - Present
Thermo Fisher Scientific 2009 - 2010
Silicon Valley Bank June 2008 - December 2008
24 Hour Fitness December 2007 - April 2008
Investools April 2007 - December 2007
California CEO 2000 - 2002
Skills
Layout, Collateral, Web Design, Publications, Dreamweaver, Flash, Adobe Creative Suite, User Experience, InDesign, Graphics, Art Direction, Logo Design, Photoshop, Interaction Design, Graphic Design, Advertising, Illustrator
Education
San Jose State University
Tom Porcella's Investools Experience April 2004 - December 2005
Job Database Marketing and Analysis
Industry Marketing and Advertising
Experience
Nimblefish Technologies, an RR Donnelley Company December 2014 - Present
Nimblefish Technologies, an RR Donnelley Company October 2011 - November 2014
Direct Partners June 2009 - March 2011
Active Interest Media March 2008 - May 2009
Direct Partners January 2006 - March 2008
Investools April 2004 - December 2005
360 Group March 2003 - April 2004
The Industry Standard July 1999 - February 2001
Skills
Database Marketing, Project Management, Direct Marketing, Email Marketing, Reporting & Analysis, Direct Mail, Lead Generation, Customer Acquisition, Test Strategy, Account Management, Campaign Management
Education
San Francisco State University 2002 — 2005
MBA
Saint Mary's College of California 1990 — 1994
BA
Nimblefish Technologies, an RR Donnelley Company December 2014 - Present
Nimblefish Technologies, an RR Donnelley Company October 2011 - November 2014
Direct Partners June 2009 - March 2011
Active Interest Media March 2008 - May 2009
Direct Partners January 2006 - March 2008
Investools April 2004 - December 2005
360 Group March 2003 - April 2004
The Industry Standard July 1999 - February 2001
Skills
Database Marketing, Project Management, Direct Marketing, Email Marketing, Reporting & Analysis, Direct Mail, Lead Generation, Customer Acquisition, Test Strategy, Account Management, Campaign Management
Education
San Francisco State University 2002 — 2005
MBA
Saint Mary's College of California 1990 — 1994
BA
John Dentino's Investools Experience October 2003 - November 2004
Job Senior UX Designer at Ask.com
Industry Internet
Experience
Ask.com July 2008 - Present
Ringo.com November 2004 - April 2008
Investools October 2003 - November 2004
2bridge April 2000 - April 2001
Foote, Cone & Belding September 1997 - March 2000
Skills
User Interface Design, User Interface, Art Direction, Interaction Design, Typography, Graphic Design, Advertising, Interactive Advertising, Usability
Education
San Diego State University-California State University
Ask.com July 2008 - Present
Ringo.com November 2004 - April 2008
Investools October 2003 - November 2004
2bridge April 2000 - April 2001
Foote, Cone & Belding September 1997 - March 2000
Skills
User Interface Design, User Interface, Art Direction, Interaction Design, Typography, Graphic Design, Advertising, Interactive Advertising, Usability
Education
San Diego State University-California State University
Blake Erickson's Investools Experience December 2003 - November 2005
Job Senior Application Systems Engineer at The Church of Jesus Christ of Latterday Saints
Industry Information Technology and Services
Experience
The Church of Jesus Christ of Latter-day Saints - Human Resources February 2010 - Present
Trump Institute March 2008 - December 2010
JJJSM, LLC October 2007 - February 2010
Net Marketing Alliance November 2005 - May 2007
Investools December 2003 - November 2005
e-refer 2003 - 2004
Skills
MarkLogic, Load Balancing, F5 BigIP, Red Hat Linux, Windows Server, Oracle Access Manager, Akamai, Bluecoat Proxies, Project Management, Spirent Test Center, Sales, Customer Retention, Management, Market Planning, E-commerce, Web Marketing, Segmentation, SQL, Agile Methodologies, Apache, Cloud Computing, Leadership, Databases, Linux, Networking, Software Development, VMware, Troubleshooting, Web Development
Education
Brigham Young University 1998 — 2001
Bachelor's Degree, International Economics
Brigham Young University - Idaho 1997 — 1998
Associate's Degree, Economics
The Church of Jesus Christ of Latter-day Saints - Human Resources February 2010 - Present
Trump Institute March 2008 - December 2010
JJJSM, LLC October 2007 - February 2010
Net Marketing Alliance November 2005 - May 2007
Investools December 2003 - November 2005
e-refer 2003 - 2004
Skills
MarkLogic, Load Balancing, F5 BigIP, Red Hat Linux, Windows Server, Oracle Access Manager, Akamai, Bluecoat Proxies, Project Management, Spirent Test Center, Sales, Customer Retention, Management, Market Planning, E-commerce, Web Marketing, Segmentation, SQL, Agile Methodologies, Apache, Cloud Computing, Leadership, Databases, Linux, Networking, Software Development, VMware, Troubleshooting, Web Development
Education
Brigham Young University 1998 — 2001
Bachelor's Degree, International Economics
Brigham Young University - Idaho 1997 — 1998
Associate's Degree, Economics
Ted Larsen's Investools Experience
Job Senior Practice Analyst
Industry Financial Services
Experience
Investools
Skills
Sales, Management, Sales Management, Sales Process, Account Management, Time Management, Salesforce.com, Direct Sales, Business Development, New Business Development, Training, Selling, Team Building, Coaching, Marketing, Lead Generation, Cold Calling, Healthcare Consulting, Consulting, Management Consulting, Customer Retention, B2B, CRM, Strategic Planning, Customer Service
Education
Brigham Young University 1986 — 1992
Political Science
Investools
Skills
Sales, Management, Sales Management, Sales Process, Account Management, Time Management, Salesforce.com, Direct Sales, Business Development, New Business Development, Training, Selling, Team Building, Coaching, Marketing, Lead Generation, Cold Calling, Healthcare Consulting, Consulting, Management Consulting, Customer Retention, B2B, CRM, Strategic Planning, Customer Service
Education
Brigham Young University 1986 — 1992
Political Science
Tony Cicerone's Investools Experience June 2006 - July 2009
Job Sr Database Developer at Investools
Industry Financial Services
Experience
Tony Cicerone Group January 1995 - May 2012
TDAmeritrade (invesTools subdivision) June 2009 - July 2011
invesTools June 2006 - July 2009
NBCUniversal, Inc. November 2005 - February 2006
Skills
Programming, iSeries development, RPG, T-SQL, SQL, DB2, Java, Analysis, Data Analysis, Quality Assurance, Database Design, Database Administration, Databases, Business Analysis, Software Development, Software Project..., ERP, IBM iSeries, SharePoint, Access, Software Documentation
Education
Ricks College 1985 — 1987
Computer Information Systems
Darby High
Tony Cicerone Group January 1995 - May 2012
TDAmeritrade (invesTools subdivision) June 2009 - July 2011
invesTools June 2006 - July 2009
NBCUniversal, Inc. November 2005 - February 2006
Skills
Programming, iSeries development, RPG, T-SQL, SQL, DB2, Java, Analysis, Data Analysis, Quality Assurance, Database Design, Database Administration, Databases, Business Analysis, Software Development, Software Project..., ERP, IBM iSeries, SharePoint, Access, Software Documentation
Education
Ricks College 1985 — 1987
Computer Information Systems
Darby High
Arash Farahvashi's Investools Experience 2000 - 2001
Job at CIGNA
Industry Insurance
Experience
CIGNA July 2009 - Present
Blue Shield of California January 2008 - July 2009
LISI 2006 - 2007
LISI 2001 - 2006
Investools 2000 - 2001
The McGraw Hill Companies 1999 - 2000
MetLife Small Business Center 1996 - 1999
Internet Concepts 1993 - 1996
Skills
Database Marketing, Strategic Planning, Marketing Strategy, Direct Marketing, Marketing, Sales Operations, Corporate Communications, Marketing Communications, Project Planning, Product Development, Email Marketing, Management, Market Research, Advertising, Public Relations, Sales, Cross-functional Team..., Product Marketing, Marketing Management, Product Management, Copywriting, Integrated Marketing, Leadership, Data Analysis, Brand Management, Strategic Partnerships, Competitive Analysis, Strategy, Event Planning, Business Development, Insurance, Analytics, Lead Generation, Program Management, Trade Shows, Training, Small Business
Education
New York University 1993 — 1994
Master of Arts
Yale University 1992 — 1993
William & Mary 1987 — 1991
BA, Political Science and International Relations
CIGNA July 2009 - Present
Blue Shield of California January 2008 - July 2009
LISI 2006 - 2007
LISI 2001 - 2006
Investools 2000 - 2001
The McGraw Hill Companies 1999 - 2000
MetLife Small Business Center 1996 - 1999
Internet Concepts 1993 - 1996
Skills
Database Marketing, Strategic Planning, Marketing Strategy, Direct Marketing, Marketing, Sales Operations, Corporate Communications, Marketing Communications, Project Planning, Product Development, Email Marketing, Management, Market Research, Advertising, Public Relations, Sales, Cross-functional Team..., Product Marketing, Marketing Management, Product Management, Copywriting, Integrated Marketing, Leadership, Data Analysis, Brand Management, Strategic Partnerships, Competitive Analysis, Strategy, Event Planning, Business Development, Insurance, Analytics, Lead Generation, Program Management, Trade Shows, Training, Small Business
Education
New York University 1993 — 1994
Master of Arts
Yale University 1992 — 1993
William & Mary 1987 — 1991
BA, Political Science and International Relations
David Harrelson's Investools Experience November 2005 - September 2008
Job CEO at Mountain Financial Services, Inc
Industry Financial Services
Experience
Mountain Financial Services, Inc June 2007 - Present
Investools November 2005 - September 2008
Mountain Financial Services April 2002 - August 2005
DBM Development January 1992 - February 2002
Education
Salt Lake Community College 1987 — 1990
Assoc, Finance
Mountain Financial Services, Inc June 2007 - Present
Investools November 2005 - September 2008
Mountain Financial Services April 2002 - August 2005
DBM Development January 1992 - February 2002
Education
Salt Lake Community College 1987 — 1990
Assoc, Finance
Dallas Hartle's Investools Experience 2005 - 2008
Job Director of Infrastructure Solutions at Savage Services
Industry Information Technology and Services
Experience
Savage Services November 2013 - Present
Savage Services May 2008 - Present
Investools 2005 - 2008
Skills
Active Directory, Help Desk Support, VMware, Network Security, DNS, Microsoft Exchange, Troubleshooting, Storage Area Networks, SharePoint, Budgets, Microsoft SQL Server, SQL, Storage, Data Center
Education
Utah Valley University 2002 — 2004
Bachelors, Information Technology
Snow College 1999 — 2003
Associate's degree, Information Technology
Savage Services November 2013 - Present
Savage Services May 2008 - Present
Investools 2005 - 2008
Skills
Active Directory, Help Desk Support, VMware, Network Security, DNS, Microsoft Exchange, Troubleshooting, Storage Area Networks, SharePoint, Budgets, Microsoft SQL Server, SQL, Storage, Data Center
Education
Utah Valley University 2002 — 2004
Bachelors, Information Technology
Snow College 1999 — 2003
Associate's degree, Information Technology
Lynette Kern's Investools Experience 2002 - 2004
Job Resource Teacher at Alpine School District
Industry Education Management
Experience
Alpine School District August 2004 - Present
LDS Church 1992 - 2007
Investools 2002 - 2004
Investools 2000 - 2002
Skills
Teaching, Arts Integration, Positive Behavior..., Mathematics Education, Behavior Management, Classroom, Public Speaking, Management, Customer Service, Strategic Planning, Curriculum Development
Education
Brigham Young University 2005 — 2006
Certified, Special Education
Utah Valley University 1999 — 2002
BS, Information Management
Box Elder High School 1975 — 1979
HS, General
Alpine School District August 2004 - Present
LDS Church 1992 - 2007
Investools 2002 - 2004
Investools 2000 - 2002
Skills
Teaching, Arts Integration, Positive Behavior..., Mathematics Education, Behavior Management, Classroom, Public Speaking, Management, Customer Service, Strategic Planning, Curriculum Development
Education
Brigham Young University 2005 — 2006
Certified, Special Education
Utah Valley University 1999 — 2002
BS, Information Management
Box Elder High School 1975 — 1979
HS, General
Todd Granthem's Investools Experience 2001 - 2008
Job President Todd R. Granthem, LLC
Industry Financial Services
Experience
Todd R Granthem, LLC 2010 - Present
Alpine School District 2010 - Present
TeamOne Capital Management, LLC 2005 - 2014
Your Trading Room 2009 - 2012
Investools 2001 - 2008
Merrill Lynch 1999 - 2001
Todd Granthem, DPM 1996 - 2001
Skills
Financial Markets, Options, Trading, Technical Analysis, Investments, Equities, Forex, Content Management, Presentations, Public Speaking, Management, Training, Trading Strategies, Basketball Coaching, Team Management, Product Development, Webinars, PowerPoint
Education
California College of Podiatric Medicine 1992 — 1996
Doctor of Podiatic Medicine, Podiatric Medicine/Podiatry
Brigham Young University - Idaho 1988 — 1990
Associate's degree, General Studies
Utah State University
Todd R Granthem, LLC 2010 - Present
Alpine School District 2010 - Present
TeamOne Capital Management, LLC 2005 - 2014
Your Trading Room 2009 - 2012
Investools 2001 - 2008
Merrill Lynch 1999 - 2001
Todd Granthem, DPM 1996 - 2001
Skills
Financial Markets, Options, Trading, Technical Analysis, Investments, Equities, Forex, Content Management, Presentations, Public Speaking, Management, Training, Trading Strategies, Basketball Coaching, Team Management, Product Development, Webinars, PowerPoint
Education
California College of Podiatric Medicine 1992 — 1996
Doctor of Podiatic Medicine, Podiatric Medicine/Podiatry
Brigham Young University - Idaho 1988 — 1990
Associate's degree, General Studies
Utah State University
Jake Oates's Investools Experience September 2006 - Present
Job Education Counselor at Investools
Industry Financial Services
Experience
Investools September 2006 - Present
Education
Brigham Young University 1998 — 2001
BS, Psychology, Business
Investools September 2006 - Present
Education
Brigham Young University 1998 — 2001
BS, Psychology, Business
Robin Hinaman's Investools Experience 2003 - 2006
Job Owner, Pre Paid Legal Services, Inc
Industry Legal Services
Experience
Pre Paid Legal Services, Inc Independent TraderInvestoolsFebruary 2003 - February 2006
Investools 2003 - 2006
The Ritz-Carlton Hotel Company LLC 1997 - 2000
Education
College of the Desert 1980 — 1983
General
Pre Paid Legal Services, Inc Independent TraderInvestoolsFebruary 2003 - February 2006
Investools 2003 - 2006
The Ritz-Carlton Hotel Company LLC 1997 - 2000
Education
College of the Desert 1980 — 1983
General
Sathyanarayanan Gokarnesan's Investools Experience November 2012 - Present
Job Technical Lead / Lead Developer
Industry Information Technology and Services
Experience
Educational Testing Service (ETS) March 2014 - Present
TD Ameritrade Institutional November 2012 - Present
Investools November 2012 - Present
Mphasis November 2008 - Present
Oracle Financial Software Services May 2005 - November 2008
Bear Stearns June 2007 - August 2008
LightSurf Technologies, A Verisign Company July 2003 - April 2005
Skills
Java Enterprise Edition, Design Patterns, Java, Struts, Web Services, Spring, Hibernate, JSP, Core Java, JavaScript, Ant, Web Development, Spring Framework, jQuery, J2EE, Microsoft SQL Server, tile, AOP, HTML + CSS, Data Structures
Education
AG Metric
National Institute of Technology Karnataka
Bachelor of Engineering (BE), Electrical, Electronic and Communications Engineering Technology/Technician
Educational Testing Service (ETS) March 2014 - Present
TD Ameritrade Institutional November 2012 - Present
Investools November 2012 - Present
Mphasis November 2008 - Present
Oracle Financial Software Services May 2005 - November 2008
Bear Stearns June 2007 - August 2008
LightSurf Technologies, A Verisign Company July 2003 - April 2005
Skills
Java Enterprise Edition, Design Patterns, Java, Struts, Web Services, Spring, Hibernate, JSP, Core Java, JavaScript, Ant, Web Development, Spring Framework, jQuery, J2EE, Microsoft SQL Server, tile, AOP, HTML + CSS, Data Structures
Education
AG Metric
National Institute of Technology Karnataka
Bachelor of Engineering (BE), Electrical, Electronic and Communications Engineering Technology/Technician
Amanda Matson's Investools Experience May 2009 - December 2012
Job at
Industry Consumer Services
Experience
Apria Healthcare December 2012 - Present
Investools May 2009 - December 2012
Pay Choice January 2008 - April 2009
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Data Entry, Auditing, Microsoft Excel, Access, Invoicing
Education
Southwest Florida College 2003 — 2005
Riverdale High School 2001 — 2002
Apria Healthcare December 2012 - Present
Investools May 2009 - December 2012
Pay Choice January 2008 - April 2009
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Data Entry, Auditing, Microsoft Excel, Access, Invoicing
Education
Southwest Florida College 2003 — 2005
Riverdale High School 2001 — 2002
David Harrelson's Investools Experience November 2005 - September 2008
Job CEO at University of Wall Street
Industry E-Learning
Experience
University of Wall Street September 2008 - Present
Mountain Financial Services September 2008 - Present
Investools November 2005 - September 2008
Education
Salt Lake Community College 1988 — 1991
Associates, Finance
University of Wall Street September 2008 - Present
Mountain Financial Services September 2008 - Present
Investools November 2005 - September 2008
Education
Salt Lake Community College 1988 — 1991
Associates, Finance
Curt Selz's Investools Experience 2005 - 2009
Job Product Marketing Consultant at Fast Start LLC
Industry Management Consulting
Experience
FastStart LLC March 2009 - Present
Investools 2005 - 2009
Stevens-Henager College August 2004 - August 2005
Move Networks April 2003 - March 2004
Keystone Learning Systems October 1999 - April 2003
LearnKey July 1996 - October 1999
Newmont Mining Corporation August 1995 - May 1996
Maple Leaf Farms August 1988 - July 1995
HJ Heinz August 1985 - August 1988
CFS Continental Foodservice March 1983 - August 1985
Skills
Problem Solving, Business Planning, Public Speaking, Microsoft Office, Customer Service, Management, Project Management, Certified Technical..., Certified MSHA..., "TQM" Certified, Certified Society of..., Journeyman Carpenter,..., Journeyman Equip..., Training, Start-ups, Analysis, Program Management, Sales Process, Sales Process..., Strategic Communications, Sales
Education
Salt Lake Community College 2011 — 2012
certifications, Enviromental Sustainability & Process Improvement, 3.8
University of Utah 1977 — 1978
Bachelors, Mining Engineering, 3.0
College of the Redwoods 1970 — 1972
AA, Industrial Technology
Highland Park High School 1968 — 1972
High School Diploma, Science and Mathematics
FastStart LLC March 2009 - Present
Investools 2005 - 2009
Stevens-Henager College August 2004 - August 2005
Move Networks April 2003 - March 2004
Keystone Learning Systems October 1999 - April 2003
LearnKey July 1996 - October 1999
Newmont Mining Corporation August 1995 - May 1996
Maple Leaf Farms August 1988 - July 1995
HJ Heinz August 1985 - August 1988
CFS Continental Foodservice March 1983 - August 1985
Skills
Problem Solving, Business Planning, Public Speaking, Microsoft Office, Customer Service, Management, Project Management, Certified Technical..., Certified MSHA..., "TQM" Certified, Certified Society of..., Journeyman Carpenter,..., Journeyman Equip..., Training, Start-ups, Analysis, Program Management, Sales Process, Sales Process..., Strategic Communications, Sales
Education
Salt Lake Community College 2011 — 2012
certifications, Enviromental Sustainability & Process Improvement, 3.8
University of Utah 1977 — 1978
Bachelors, Mining Engineering, 3.0
College of the Redwoods 1970 — 1972
AA, Industrial Technology
Highland Park High School 1968 — 1972
High School Diploma, Science and Mathematics
William DiBartolo's Investools Experience November 2005 - October 2009
Job Business Process Analyst at Optum Bank
Industry Financial Services
Experience
OptumHealth Bank March 2012 - Present
TD Ameritrade October 2009 - December 2011
Investools November 2005 - October 2009
Nordstrom, Inc January 2001 - January 2005
One, Inc January 1998 - January 2000
Skills
Financial Analysis, Process Improvement, Team Leadership, Forecasting, Business Process..., Options, Management, Customer Experience, Training, Investments, CRM, SAP, Business Intelligence, Executive Management, Business Process, Risk Management, Analysis, Access, Call Centers, Analytics, Databases, Budgets, Finance, Business Analysis, Enterprise Software, IT Management, Vendor Management, Banking, Sales, Financial Services, Visio, Series 63, Series 7
Education
Naval Nuclear Power School 1991 — 1993
None, Nuclear Power Plant Operation
San Joaquin Delta College 1985 — 1988
Tracy High School
OptumHealth Bank March 2012 - Present
TD Ameritrade October 2009 - December 2011
Investools November 2005 - October 2009
Nordstrom, Inc January 2001 - January 2005
One, Inc January 1998 - January 2000
Skills
Financial Analysis, Process Improvement, Team Leadership, Forecasting, Business Process..., Options, Management, Customer Experience, Training, Investments, CRM, SAP, Business Intelligence, Executive Management, Business Process, Risk Management, Analysis, Access, Call Centers, Analytics, Databases, Budgets, Finance, Business Analysis, Enterprise Software, IT Management, Vendor Management, Banking, Sales, Financial Services, Visio, Series 63, Series 7
Education
Naval Nuclear Power School 1991 — 1993
None, Nuclear Power Plant Operation
San Joaquin Delta College 1985 — 1988
Tracy High School
Stacey Padula's Investools Experience September 2008 - February 2010
Job International Purchasing Assistant at Intercon
Industry Internet
Experience
Intercon May 2013 - Present
Cafe Rio January 2012 - May 2013
Seamless.com August 2011 - December 2011
Seamless.com August 2010 - August 2011
Investools September 2008 - February 2010
Investools March 2008 - September 2008
ACS August 2004 - November 2007
A Plus Benefits November 2002 - September 2003
Skills
Microsoft Word, UltiPro, Web Report Studio, Excel, Typing, 10 Key, Word, ADP Payroll, Salesforce.com, Access, Microsoft Excel, Ultipro, Microsoft Office, PowerPoint, Customer Service, Data Entry, Call Centers, Accounting, Business Analysis, Outlook, Payroll, Human Resources, Time Management, Employee Relations, SAP, Training, Process Improvement, Data Analysis, Analysis
Education
Salt Lake Community College 2009 — 2013
Intercon May 2013 - Present
Cafe Rio January 2012 - May 2013
Seamless.com August 2011 - December 2011
Seamless.com August 2010 - August 2011
Investools September 2008 - February 2010
Investools March 2008 - September 2008
ACS August 2004 - November 2007
A Plus Benefits November 2002 - September 2003
Skills
Microsoft Word, UltiPro, Web Report Studio, Excel, Typing, 10 Key, Word, ADP Payroll, Salesforce.com, Access, Microsoft Excel, Ultipro, Microsoft Office, PowerPoint, Customer Service, Data Entry, Call Centers, Accounting, Business Analysis, Outlook, Payroll, Human Resources, Time Management, Employee Relations, SAP, Training, Process Improvement, Data Analysis, Analysis
Education
Salt Lake Community College 2009 — 2013
Robert Sizemore, CIPM's Investools Experience August 2002 - October 2005
Job Sr. Supportability Program Manager
Industry Information Technology and Services
Experience
Microsoft June 2012 - Present
Globalbased Technologies January 2010 - June 2012
TrueNorth Academy November 2007 - January 2010
TrueNorth Academy September 2006 - November 2007
Enlightened Zen Traders October 2005 - September 2006
Investools August 2002 - October 2005
Skills
Leadership, Training, Coaching, Organizational..., Management, New Business Development, Sales Management, Performance Management, Business Development, Change Management, Public Speaking, Customer Service, Program Management, Executive Management, Team Building, Leadership Development, Sales, Team Leadership, Budgets, Analysis, Business Strategy, Marketing, Call Center, Instructional Design, Strategic Planning, Online Marketing, Call Centers, Start-ups, Customer Relations, Management Consulting, Consultative Selling, Problem Solving, CRM, Project Management, Human Resources, Product Development, Vendor Management, Financial Analysis, Training Delivery, Staff Development, Process Improvement, Curriculum Design, Product Management, Time Management, Mentoring, Negotiation, Budgeting, E-learning, Writing, Team Management
Education
Strayer University 2009 — 2011
M.Ed, Emphasis on Management
University of Utah 1999 — 2004
B.A, Political Science
Brigham Young University - Idaho 1996 — 1997
Microsoft June 2012 - Present
Globalbased Technologies January 2010 - June 2012
TrueNorth Academy November 2007 - January 2010
TrueNorth Academy September 2006 - November 2007
Enlightened Zen Traders October 2005 - September 2006
Investools August 2002 - October 2005
Skills
Leadership, Training, Coaching, Organizational..., Management, New Business Development, Sales Management, Performance Management, Business Development, Change Management, Public Speaking, Customer Service, Program Management, Executive Management, Team Building, Leadership Development, Sales, Team Leadership, Budgets, Analysis, Business Strategy, Marketing, Call Center, Instructional Design, Strategic Planning, Online Marketing, Call Centers, Start-ups, Customer Relations, Management Consulting, Consultative Selling, Problem Solving, CRM, Project Management, Human Resources, Product Development, Vendor Management, Financial Analysis, Training Delivery, Staff Development, Process Improvement, Curriculum Design, Product Management, Time Management, Mentoring, Negotiation, Budgeting, E-learning, Writing, Team Management
Education
Strayer University 2009 — 2011
M.Ed, Emphasis on Management
University of Utah 1999 — 2004
B.A, Political Science
Brigham Young University - Idaho 1996 — 1997
Ray Kimbrell's Investools Experience April 2010 - Present
Job Workshop Director at TDAmeritrade/Investools
Industry Financial Services
Experience
Investools April 2010 - Present
TDAmeritrade/Investools January 2004 - Present
TDAmeritrade 2003 - 2010
Skills
Investments, Trading, Sales Management, New Business Development, Strategic Planning, Public Speaking, Business Strategy, Team Building, Marketing, Coaching, Sales
Education
The Citadel 1980 — 1984
BS, Business
Investools April 2010 - Present
TDAmeritrade/Investools January 2004 - Present
TDAmeritrade 2003 - 2010
Skills
Investments, Trading, Sales Management, New Business Development, Strategic Planning, Public Speaking, Business Strategy, Team Building, Marketing, Coaching, Sales
Education
The Citadel 1980 — 1984
BS, Business
Rob Tyrrell, J.D., MBA's Investools Experience November 2004 - June 2006
Job Attorney at The Law Office of Robert E. Tyrrell, LLC
Industry Law Practice
Experience
The Law Offices of Robert E. Tyrrell, LLC November 2009 - Present
Investools November 2004 - June 2006
Prudential Securities November 1999 - May 2003
WCI Inc. November 1998 - November 1999
Education
Creighton University School of Business 2007 — 2009
MBA, Business
Creighton University School of Law 2006 — 2009
J.D., Law
University of Utah 2000 — 2005
B.S. (triple major), economics, political science, philosophy
Brigham Young University - Idaho 1995 — 1997
A.S., General
The Law Offices of Robert E. Tyrrell, LLC November 2009 - Present
Investools November 2004 - June 2006
Prudential Securities November 1999 - May 2003
WCI Inc. November 1998 - November 1999
Education
Creighton University School of Business 2007 — 2009
MBA, Business
Creighton University School of Law 2006 — 2009
J.D., Law
University of Utah 2000 — 2005
B.S. (triple major), economics, political science, philosophy
Brigham Young University - Idaho 1995 — 1997
A.S., General
John Oertle's Investools Experience 2002 - 2007
Job
Industry
Experience
Global Humanitarian Projects 2010 - Present
ICC market context March 2007 - April 2010
Investools 2002 - 2007
Novell March 1987 - May 1992
Skills
Financial Analysis, Investments
Education
Brigham Young University 1976 — 1979
Bachelor of Science, Accounting
Global Humanitarian Projects 2010 - Present
ICC market context March 2007 - April 2010
Investools 2002 - 2007
Novell March 1987 - May 1992
Skills
Financial Analysis, Investments
Education
Brigham Young University 1976 — 1979
Bachelor of Science, Accounting
Brian Drummond's Investools Experience August 2004 - June 2006
Job CEO at Stone Meadow Benefits LLC.
Industry Insurance
Experience
Viridian Benefits and Insurance Services LLC April 2009 - Present
Lawson-Hawks Insurance Associates June 2006 - April 2009
Investools August 2004 - June 2006
Skills
Employee Benefits, Health Insurance, Japanese, Competitive Analysis, Strategic Planning
Education
Brigham Young University
Viridian Benefits and Insurance Services LLC April 2009 - Present
Lawson-Hawks Insurance Associates June 2006 - April 2009
Investools August 2004 - June 2006
Skills
Employee Benefits, Health Insurance, Japanese, Competitive Analysis, Strategic Planning
Education
Brigham Young University
Dustin Landon's Investools Experience August 2013 - Present
Job Motion Graphic Designer at Investools
Industry Graphic Design
Experience
Investools August 2013 - Present
Landon-Studios August 2007 - Present
BYU-Idaho August 2012 - April 2013
Riverbend Communications April 2012 - August 2012
Idaho Falls School District 91 August 2010 - April 2012
Torch Media February 2010 - April 2012
Harris Publishing 2010 - 2012
Skills
Idea Generation, Brainstorm Facilitation, Graphic Design, Motion Graphics, Interaction, Vector Illustration, Brand Development, Photography, Digital Photography, Adobe Creative Suite, Creative Problem Solving, Computer Hardware, Color Correction, Image Manipulation, Advertising, Image Editing, InDesign, User Experience, Interaction Design, Illustrator, Layout, Editing, Facilitation, Premiere, Typography, Web Design, Photoshop
Education
BYU-Idaho 2008 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
Investools August 2013 - Present
Landon-Studios August 2007 - Present
BYU-Idaho August 2012 - April 2013
Riverbend Communications April 2012 - August 2012
Idaho Falls School District 91 August 2010 - April 2012
Torch Media February 2010 - April 2012
Harris Publishing 2010 - 2012
Skills
Idea Generation, Brainstorm Facilitation, Graphic Design, Motion Graphics, Interaction, Vector Illustration, Brand Development, Photography, Digital Photography, Adobe Creative Suite, Creative Problem Solving, Computer Hardware, Color Correction, Image Manipulation, Advertising, Image Editing, InDesign, User Experience, Interaction Design, Illustrator, Layout, Editing, Facilitation, Premiere, Typography, Web Design, Photoshop
Education
BYU-Idaho 2008 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
Ryan Campbell, CMT's Investools Experience PresidentCampbell FinancialJanuary 2007 - Present
Job at Campbell Financial
Industry Financial Services
Experience
Investools PresidentCampbell FinancialJanuary 2007 - Present
Skills
Content Development, Portfolio Management, Public Speaking, Leadership, Team Building, Management, Trading, Fixed Income, Strategic Planning, Equities, Options, Risk Management, Investments, Finance, Technical Analysis, Strategy, Securities, Coaching, Financial Analysis, Training, Business Strategy, Financial Markets, Sales, Mutual Funds, Asset Management, Microsoft Excel, Fundamental Analysis, Entrepreneurship
Education
Portland State University 1995 — 1999
Bachelor’s Degree, Political Science
Investools PresidentCampbell FinancialJanuary 2007 - Present
Skills
Content Development, Portfolio Management, Public Speaking, Leadership, Team Building, Management, Trading, Fixed Income, Strategic Planning, Equities, Options, Risk Management, Investments, Finance, Technical Analysis, Strategy, Securities, Coaching, Financial Analysis, Training, Business Strategy, Financial Markets, Sales, Mutual Funds, Asset Management, Microsoft Excel, Fundamental Analysis, Entrepreneurship
Education
Portland State University 1995 — 1999
Bachelor’s Degree, Political Science
Isa Ciccotelli's Investools Experience March 2014 - Present
Job Visual Design Specialist at Investools
Industry Graphic Design
Experience
Investools March 2014 - Present
Investools October 2012 - September 2013
Investools July 2012 - October 2012
RumbaTime August 2011 - December 2011
Pinkclouds for Grey Days LLC February 2011 - May 2011
Skills
Graphic Design, InDesign, Logo Design, Illustrator, Graphics, Web Design, Image Manipulation, Vector Illustration, Art Direction, Photography, Packaging, Image Editing, Branding & Identity
Education
Parsons School of Design 2008 — 2012
Bachelor of Fine Arts (BFA), Communication Design
Eagle Hill School
Investools March 2014 - Present
Investools October 2012 - September 2013
Investools July 2012 - October 2012
RumbaTime August 2011 - December 2011
Pinkclouds for Grey Days LLC February 2011 - May 2011
Skills
Graphic Design, InDesign, Logo Design, Illustrator, Graphics, Web Design, Image Manipulation, Vector Illustration, Art Direction, Photography, Packaging, Image Editing, Branding & Identity
Education
Parsons School of Design 2008 — 2012
Bachelor of Fine Arts (BFA), Communication Design
Eagle Hill School
SANKAR GANESH's Investools Experience June 2009 - March 2012
Job
Industry Computer Software
Experience
Supermicro August 2014 - April 2015
Novartis April 2013 - June 2014
ConAgra Foods April 2012 - March 2013
Investools June 2009 - March 2012
PepsiCo Americas Foods October 2008 - May 2009
Reliant Energy February 2008 - August 2008
CommScope August 2007 - December 2007
Thermo Fisher Scientific June 2007 - July 2007
EarthLink August 2006 - May 2007
Eclipse Aerospace, Inc January 2006 - July 2006
Skills
SAP CRM, SAP R/3, Solution Architecture, SAP ERP, CRM, SAP APO, Data Migration, SAP BI, Business Objects, BAPI, Microsoft CRM, Business Process...
Education
BITS Pilani
Master of Science (M.S.), System software
Supermicro August 2014 - April 2015
Novartis April 2013 - June 2014
ConAgra Foods April 2012 - March 2013
Investools June 2009 - March 2012
PepsiCo Americas Foods October 2008 - May 2009
Reliant Energy February 2008 - August 2008
CommScope August 2007 - December 2007
Thermo Fisher Scientific June 2007 - July 2007
EarthLink August 2006 - May 2007
Eclipse Aerospace, Inc January 2006 - July 2006
Skills
SAP CRM, SAP R/3, Solution Architecture, SAP ERP, CRM, SAP APO, Data Migration, SAP BI, Business Objects, BAPI, Microsoft CRM, Business Process...
Education
BITS Pilani
Master of Science (M.S.), System software
Ken DeVogelaere's Investools Experience December 2011 - Present
Job Information Services Professional
Industry Information Services
Experience
Investools December 2011 - Present
Self-employed 2011 - 2012
Education
Milwaukee School of Engineering
BSEE, Electrical and Electronics Engineering
Investools December 2011 - Present
Self-employed 2011 - 2012
Education
Milwaukee School of Engineering
BSEE, Electrical and Electronics Engineering
Joseph Strongo's Investools Experience November 2008 - Present
Job Sales at Investools
Industry Financial Services
Experience
Investools November 2008 - Present
JMS Platinum Investments February 2006 - Present
Education
Utah Valley University 2007 — 2012
Bachelor's degree, Business Administration, Management and Operations
Moorpark College 2001 — 2006
Associate's degree
BYU
Investools November 2008 - Present
JMS Platinum Investments February 2006 - Present
Education
Utah Valley University 2007 — 2012
Bachelor's degree, Business Administration, Management and Operations
Moorpark College 2001 — 2006
Associate's degree
BYU
Dwight Anderson's Investools Experience 2005 - 2009
Job Enrolled in MBA program
Industry Financial Services
Experience
Tradevector, LLC 2009 - Present
Professional Education Institute 2011 - 2012
Investools 2005 - 2009
Optionsxpress - Brokersxpress 2001 - 2006
Wade Cook Financial Corporation 1999 - 2001
All Areas of Theater and Film 1987 - 1999
Skills
Online Marketing, Market Research, Training, Investments, Social Networking, Management, Finance, Trading, Options, Coaching, Portfolio Management, Blogging
Education
Western Governors University
Master of Business Administration (M.B.A.), Finance, General
Brigham Young University
Bachelor of Arts (B.A.), Theater and Film
Tradevector, LLC 2009 - Present
Professional Education Institute 2011 - 2012
Investools 2005 - 2009
Optionsxpress - Brokersxpress 2001 - 2006
Wade Cook Financial Corporation 1999 - 2001
All Areas of Theater and Film 1987 - 1999
Skills
Online Marketing, Market Research, Training, Investments, Social Networking, Management, Finance, Trading, Options, Coaching, Portfolio Management, Blogging
Education
Western Governors University
Master of Business Administration (M.B.A.), Finance, General
Brigham Young University
Bachelor of Arts (B.A.), Theater and Film
David McCoy's Investools Experience January 1998 - October 2006
Job President at Intelligent Wealth
Industry Education Management
Experience
Intelligent Wealth October 2013 - Present
Intelligent Wealth 2012 - 2013
Crexendo Business Solutions January 2010 - November 2011
Corporate Alliance 2010 - 2011
Trump Network 2010 - 2011
Connect Share 2009 - 2011
Net Marketing Alliance 2006 - 2009
Investools January 1998 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Marketing, Online Marketing, Social Media Marketing, Leadership, New Business Development, Social Media, Training, Team Building, Coaching, Team Leadership, Marketing Strategy, Sales, Entrepreneurship, Online Advertising, Advertising
Education
Brigham Young University
Bachelor's degree, Finance and Financial Management Services
Littleton High School, Colorado
Intelligent Wealth October 2013 - Present
Intelligent Wealth 2012 - 2013
Crexendo Business Solutions January 2010 - November 2011
Corporate Alliance 2010 - 2011
Trump Network 2010 - 2011
Connect Share 2009 - 2011
Net Marketing Alliance 2006 - 2009
Investools January 1998 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Marketing, Online Marketing, Social Media Marketing, Leadership, New Business Development, Social Media, Training, Team Building, Coaching, Team Leadership, Marketing Strategy, Sales, Entrepreneurship, Online Advertising, Advertising
Education
Brigham Young University
Bachelor's degree, Finance and Financial Management Services
Littleton High School, Colorado
thinkorswim
LINC
Scientific Learning Corp
SCORE! Educational Centers