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
Eduardo Pereyra Eduardo Pereyra's Investools Experience 2004 - 2006
Job Finance
Industry Airlines/Aviation
Experience
CAE July 2014 - Present
Barcel USA January 2012 - August 2014
LALA USA May 2008 - January 2012
MONTGOMERY PROFESSIONAL SERVICES CORPORATION January 2007 - March 2008
THE RICE COMPANY 2001 - 2007
Investools 2004 - 2006
E. PEREYRA INVERSIONES 2004 - 2005
ARTHUR ANDERSEN January 1996 - January 1999
Skills
Working Capital..., Financial Reporting, Financial Analysis, Forecasting, Internal Controls, Mergers & Acquisitions, SAP, Account Reconciliation, General Ledger, Strategic Planning, Fixed Assets, Financial Statements, Finance, Accounting, Accounts Receivable, Accruals, Management
Education
University of California, Berkeley 1999 — 2000
Certificate, Business Administration
ESAN SCHOOL OF BUSINESS
Universidad de Lima 1991 — 1996
Accounting, Bachelor of Science Degree, Accounting
CAE July 2014 - Present
Barcel USA January 2012 - August 2014
LALA USA May 2008 - January 2012
MONTGOMERY PROFESSIONAL SERVICES CORPORATION January 2007 - March 2008
THE RICE COMPANY 2001 - 2007
Investools 2004 - 2006
E. PEREYRA INVERSIONES 2004 - 2005
ARTHUR ANDERSEN January 1996 - January 1999
Skills
Working Capital..., Financial Reporting, Financial Analysis, Forecasting, Internal Controls, Mergers & Acquisitions, SAP, Account Reconciliation, General Ledger, Strategic Planning, Fixed Assets, Financial Statements, Finance, Accounting, Accounts Receivable, Accruals, Management
Education
University of California, Berkeley 1999 — 2000
Certificate, Business Administration
ESAN SCHOOL OF BUSINESS
Universidad de Lima 1991 — 1996
Accounting, Bachelor of Science Degree, Accounting
Steve Zoller Steve Zoller's Investools Experience 2009 - Present
Job Retired Consumer Products & Pharmaceuticals R&D Manager
Industry Pharmaceuticals
Experience
Social Venture Partners June 2009 - Present
Greater Cincinnati Golf Association January 2009 - Present
Investools 2009 - Present
Skills
Product Development, Process Development, Pharmaceuticals, Healthcare, R&D, FMCG, Cross-functional Team..., Strategic Planning, Team Leadership, Market Research, Product Launch, Team Building, Strategy Development, Mentoring, Problem Solving, Research, Process Engineering, Marketing Research, Strategic Thinking, Process Improvement, Organizational..., Pharmaceutical Industry, Strategy, Leadership, Consumer Products, Marketing, Competitive Analysis, Business Strategy, Business Planning, Marketing Strategy, Nonprofits, Program Management, Entrepreneurship, Management Consulting, Leadership Development, Business Development, Product Management, Product Marketing, Strategic Partnerships, Coaching, Analysis, Change Management, Mergers & Acquisitions, Training, Product Innovation, Market Analysis, Executive Management, Customer Insight, Segmentation, Forecasting
Education
University of Oklahoma 1974 — 1978
B.S., Chemical Engineering
Frederick
Xavier University
MBA, Marketing & Finance
Social Venture Partners June 2009 - Present
Greater Cincinnati Golf Association January 2009 - Present
Investools 2009 - Present
Skills
Product Development, Process Development, Pharmaceuticals, Healthcare, R&D, FMCG, Cross-functional Team..., Strategic Planning, Team Leadership, Market Research, Product Launch, Team Building, Strategy Development, Mentoring, Problem Solving, Research, Process Engineering, Marketing Research, Strategic Thinking, Process Improvement, Organizational..., Pharmaceutical Industry, Strategy, Leadership, Consumer Products, Marketing, Competitive Analysis, Business Strategy, Business Planning, Marketing Strategy, Nonprofits, Program Management, Entrepreneurship, Management Consulting, Leadership Development, Business Development, Product Management, Product Marketing, Strategic Partnerships, Coaching, Analysis, Change Management, Mergers & Acquisitions, Training, Product Innovation, Market Analysis, Executive Management, Customer Insight, Segmentation, Forecasting
Education
University of Oklahoma 1974 — 1978
B.S., Chemical Engineering
Frederick
Xavier University
MBA, Marketing & Finance
Brandon Ashton Brandon Ashton's Investools Experience December 2007 - February 2011
Job Personalized Services Manager at Spark Networks
Industry Professional Training & Coaching
Experience
Spark Networks August 2015 - Present
ProGenealogists, Inc. February 2012 - August 2015
Investools December 2007 - February 2011
Investools January 2004 - December 2007
Investools June 2003 - January 2004
Investools December 2002 - June 2003
Fidelity Investments January 2000 - October 2002
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Skills
Coaching, Training, Management, Change Management, Team Building, Budgets, Project Management, Analysis, Risk Management, Employee Engagement, Problem Solving, Executive Management, Process Improvement, Customer Service, Strategic Planning, Public Speaking, Leadership, Human Resources, Mergers & Acquisitions, Business Development, Customer Satisfaction, Performance Management, Customer Experience, Time Management, Vendor Management, Organizational..., Mentoring, Operations Management, Leadership Development, Business Strategy, Strategy, Team Leadership, Product Development, Negotiation, CRM, P&L Management, Call Center, Training Delivery, Employee Relations, Management Consulting, Business Process..., Program Management, Sales Management, Start-ups, Account Management, Business Process, Data Analysis, Budgeting, Recruiting
Education
University of Phoenix
Bachelor of Arts, Business Management
Spark Networks August 2015 - Present
ProGenealogists, Inc. February 2012 - August 2015
Investools December 2007 - February 2011
Investools January 2004 - December 2007
Investools June 2003 - January 2004
Investools December 2002 - June 2003
Fidelity Investments January 2000 - October 2002
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Skills
Coaching, Training, Management, Change Management, Team Building, Budgets, Project Management, Analysis, Risk Management, Employee Engagement, Problem Solving, Executive Management, Process Improvement, Customer Service, Strategic Planning, Public Speaking, Leadership, Human Resources, Mergers & Acquisitions, Business Development, Customer Satisfaction, Performance Management, Customer Experience, Time Management, Vendor Management, Organizational..., Mentoring, Operations Management, Leadership Development, Business Strategy, Strategy, Team Leadership, Product Development, Negotiation, CRM, P&L Management, Call Center, Training Delivery, Employee Relations, Management Consulting, Business Process..., Program Management, Sales Management, Start-ups, Account Management, Business Process, Data Analysis, Budgeting, Recruiting
Education
University of Phoenix
Bachelor of Arts, Business Management
Stephen Kesler's Investools Experience February 2015 - Present
Job TD Ameritrade/Investools Education counselor
Industry Financial Services
Experience
Investools February 2015 - Present
MultiView September 2014 - February 2015
CR England May 2010 - September 2014
FundingUniverse.com August 2009 - May 2010
Mentoring of America April 2004 - July 2009
Yearbook Interactive July 2002 - April 2004
Health Tech. September 2001 - July 2002
First Security Bank January 1997 - January 2001
Intermountain Healthcare September 1995 - March 1998
Skills
Customer Service, Customer Retention, Closing Deals, Operations Management, Team Building, Sales Management, Sales, Salesforce.com, Recruiting, Management, Leadership, Customer Satisfaction, Training, Sales Process, Contract Negotiation, Strategic Planning, Business Intelligence, Process Improvement, Deal Closure, Direct Sales, Marketing, Time Management, Sales Operations, Project Planning, Coaching, Negotiation, Inventory Management, Call Centers, Transportation, Finance, Account Management, Teamwork, Cold Calling, Logistics, New Business Development, Business Development, Budgets, Forecasting, Analysis, P&L Management
Education
Rifle High School Graduate 1988 — 1992
Stevens Henager College
Computer science
University of Phoenix
Business Admin
Investools February 2015 - Present
MultiView September 2014 - February 2015
CR England May 2010 - September 2014
FundingUniverse.com August 2009 - May 2010
Mentoring of America April 2004 - July 2009
Yearbook Interactive July 2002 - April 2004
Health Tech. September 2001 - July 2002
First Security Bank January 1997 - January 2001
Intermountain Healthcare September 1995 - March 1998
Skills
Customer Service, Customer Retention, Closing Deals, Operations Management, Team Building, Sales Management, Sales, Salesforce.com, Recruiting, Management, Leadership, Customer Satisfaction, Training, Sales Process, Contract Negotiation, Strategic Planning, Business Intelligence, Process Improvement, Deal Closure, Direct Sales, Marketing, Time Management, Sales Operations, Project Planning, Coaching, Negotiation, Inventory Management, Call Centers, Transportation, Finance, Account Management, Teamwork, Cold Calling, Logistics, New Business Development, Business Development, Budgets, Forecasting, Analysis, P&L Management
Education
Rifle High School Graduate 1988 — 1992
Stevens Henager College
Computer science
University of Phoenix
Business Admin
Heidi McNulty, SPHR Heidi McNulty, SPHR's Investools Experience March 2009 - February 2010
Job Branch Manager at PGI
Industry Staffing and Recruiting
Experience
PGI February 2010 - July 2015
Investools March 2009 - February 2010
CLP Resources May 2006 - February 2009
Robert Half International June 2007 - January 2008
Joe's Crab Shack April 2005 - April 2006
University Cheer Force August 2003 - April 2006
Skills
Employee Relations, Applicant Tracking..., Recruiting, Talent Acquisition, Technical Recruiting, Human Resources, Staffing Services, Onboarding, Resume Writing, Temporary Staffing, Payroll, Benefits Administration, Training, Employee Benefits, Customer Service, Contract Recruitment, Hiring, Screening, Team Building, Temporary Placement
Education
University of Phoenix 2010 — 2012
Master of Science (MS), Accounting and Business/Management
University of Phoenix 2008 — 2010
Bachelors, Accounting
University of Phoenix 2006 — 2008
Associate of Arts, Business
PGI February 2010 - July 2015
Investools March 2009 - February 2010
CLP Resources May 2006 - February 2009
Robert Half International June 2007 - January 2008
Joe's Crab Shack April 2005 - April 2006
University Cheer Force August 2003 - April 2006
Skills
Employee Relations, Applicant Tracking..., Recruiting, Talent Acquisition, Technical Recruiting, Human Resources, Staffing Services, Onboarding, Resume Writing, Temporary Staffing, Payroll, Benefits Administration, Training, Employee Benefits, Customer Service, Contract Recruitment, Hiring, Screening, Team Building, Temporary Placement
Education
University of Phoenix 2010 — 2012
Master of Science (MS), Accounting and Business/Management
University of Phoenix 2008 — 2010
Bachelors, Accounting
University of Phoenix 2006 — 2008
Associate of Arts, Business
Brandon Pack Brandon Pack's Investools Experience July 2003 - August 2008
Job Account Manager at Graduation Alliance
Industry Education Management
Experience
Graduation Alliance May 2013 - Present
Certiport July 2009 - January 2013
Investools July 2003 - August 2008
Texas Rangers Baseball Club June 2000 - July 2003
Skills
Sales Management, Leadership, Team Building, Account Management, CRM, Microsoft Office, Oracle, Salesforce.com, Direct Sales, Marketing Strategy, Marketing, Email Marketing, Strategic Planning, Business Strategy, Customer Engagement, Customer Satisfaction, Management, Baseball, Professional Sports, Confidentiality, Competitive, Higher Education, Public Speaking, E-Learning, Sales, Curriculum Design, Customer Service, Solution Selling, SaaS, Strategic Partnerships, Business Planning, Educational Technology, Selling, Training, Program Management, Coaching, Project Management, Business Development, Enterprise Solution..., New Business Development, Start-ups, Team Leadership, Sales Operations, Lead Generation, Channel Partners, Strategy, Enterprise Software, Cold Calling, B2B, Product Marketing
Education
Utah Valley University 2011 — 2014
Bachelor's Degree, Behavioral Sciences
University of South Carolina-Columbia 2000 — 2001
Bachelor of Science (BS), Sociology
Graduation Alliance May 2013 - Present
Certiport July 2009 - January 2013
Investools July 2003 - August 2008
Texas Rangers Baseball Club June 2000 - July 2003
Skills
Sales Management, Leadership, Team Building, Account Management, CRM, Microsoft Office, Oracle, Salesforce.com, Direct Sales, Marketing Strategy, Marketing, Email Marketing, Strategic Planning, Business Strategy, Customer Engagement, Customer Satisfaction, Management, Baseball, Professional Sports, Confidentiality, Competitive, Higher Education, Public Speaking, E-Learning, Sales, Curriculum Design, Customer Service, Solution Selling, SaaS, Strategic Partnerships, Business Planning, Educational Technology, Selling, Training, Program Management, Coaching, Project Management, Business Development, Enterprise Solution..., New Business Development, Start-ups, Team Leadership, Sales Operations, Lead Generation, Channel Partners, Strategy, Enterprise Software, Cold Calling, B2B, Product Marketing
Education
Utah Valley University 2011 — 2014
Bachelor's Degree, Behavioral Sciences
University of South Carolina-Columbia 2000 — 2001
Bachelor of Science (BS), Sociology
John C. Files John C. Files's Investools Experience November 2004 - August 2008
Job Data Analyst at IceEdge Business Solutions
Industry Computer Software
Experience
Ice-Edge Business Solutions July 2012 - Present
Local Results, LLC January 2012 - July 2012
Proofpoint November 2010 - April 2011
The Professional Education Institute, Inc. June 2009 - March 2010
Tetra Financial Group September 2008 - February 2009
Investools November 2004 - August 2008
Harley-Davidson Insurance December 2001 - April 2004
Chromalloy Nevada September 1996 - September 2001
Skills
Sales Process, Selling, Sales, AutoCAD, JavaScript, MySQL, 3D rendering, Data Analysis, Key Account Development, Cold Calling, Outlook, SaaS, Cloud Computing
Education
University of Nevada-Reno 1990 — 1995
BS candidate, Business
Ice-Edge Business Solutions July 2012 - Present
Local Results, LLC January 2012 - July 2012
Proofpoint November 2010 - April 2011
The Professional Education Institute, Inc. June 2009 - March 2010
Tetra Financial Group September 2008 - February 2009
Investools November 2004 - August 2008
Harley-Davidson Insurance December 2001 - April 2004
Chromalloy Nevada September 1996 - September 2001
Skills
Sales Process, Selling, Sales, AutoCAD, JavaScript, MySQL, 3D rendering, Data Analysis, Key Account Development, Cold Calling, Outlook, SaaS, Cloud Computing
Education
University of Nevada-Reno 1990 — 1995
BS candidate, Business
Vicky Jensen Bell's Investools Experience January 2002 - June 2009
Job Seeking talented professionals for AAA Northern California, Nevada & Utah's corporate offices in Emeryville
Industry Human Resources
Experience
AAA Northern California, Nevada & Utah 2010 - Present
SELF-EMPLOYED January 2002 - June 2012
AAA July 2009 - October 2009
Investools January 2002 - June 2009
Oak Grove Construction, paving construction company March 2000 - October 2001
360 Group Direct Marketing Agency February 2000 - October 2001
Providian Financial October 1996 - February 2000
Providian 1990 - 1999
Providian Financial August 1996 - October 1996
University of Notre Dame August 1994 - May 1996
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, College Recruiting, Technical Recruiting, Human Resources, Internet Recruiting, Sourcing, Talent Management
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Communications
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts, Communication Studies
AAA Northern California, Nevada & Utah 2010 - Present
SELF-EMPLOYED January 2002 - June 2012
AAA July 2009 - October 2009
Investools January 2002 - June 2009
Oak Grove Construction, paving construction company March 2000 - October 2001
360 Group Direct Marketing Agency February 2000 - October 2001
Providian Financial October 1996 - February 2000
Providian 1990 - 1999
Providian Financial August 1996 - October 1996
University of Notre Dame August 1994 - May 1996
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, College Recruiting, Technical Recruiting, Human Resources, Internet Recruiting, Sourcing, Talent Management
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Communications
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts, Communication Studies
Adam S. Whitaker's Investools Experience October 2003 - September 2005
Job National Account Manager at Sprint
Industry Telecommunications
Experience
Sprint November 2014 - Present
Asurion November 2010 - November 2013
True North June 2007 - January 2010
Meridias Capital January 2006 - October 2006
INVESTools October 2003 - September 2005
SandStar June 1999 - October 2003
U.S. Army April 1995 - April 1999
Skills
German, Sales Management, Team Leadership, Public Speaking, Call Center, Account Management, Training Delivery, Call Centers, Leadership Development, Entrepreneurship, Sales, Selling, Coaching, Sales Process, Wireless, Team Building, Training, Strategic Planning, Start-ups, Analysis, New Business Development, Performance Management, Employee Relations, Time Management, Management, Leadership, Customer Service
Education
University of Phoenix 2004 — 2006
MBA
Utah Valley University 1999 — 2003
BA
University of Maryland 1997 — 1998
General Studies
Orem High School
Diploma
Sprint November 2014 - Present
Asurion November 2010 - November 2013
True North June 2007 - January 2010
Meridias Capital January 2006 - October 2006
INVESTools October 2003 - September 2005
SandStar June 1999 - October 2003
U.S. Army April 1995 - April 1999
Skills
German, Sales Management, Team Leadership, Public Speaking, Call Center, Account Management, Training Delivery, Call Centers, Leadership Development, Entrepreneurship, Sales, Selling, Coaching, Sales Process, Wireless, Team Building, Training, Strategic Planning, Start-ups, Analysis, New Business Development, Performance Management, Employee Relations, Time Management, Management, Leadership, Customer Service
Education
University of Phoenix 2004 — 2006
MBA
Utah Valley University 1999 — 2003
BA
University of Maryland 1997 — 1998
General Studies
Orem High School
Diploma
Doug Fotheringham L.I.O.N (Open Networker) Doug Fotheringham L.I.O.N (Open Networker)'s Investools Experience May 2010 - February 2012
Job Returning to Pharmaceuticals
Industry Pharmaceuticals
Experience
Mattress Firm December 2012 - Present
Four sons corp January 2004 - September 2014
Investools May 2010 - February 2012
King Pharmaceuticals August 1998 - April 2008
Mita Copystar America January 1995 - January 1998
Skills
Management, Sales, Training, Sales Management, Account Management, Leadership, Customer Service, Team Building, Strategic Planning, Sales Process, Public Speaking, Sales Operations, Entrepreneurship, Team Leadership, Coaching, Pharmaceutical Sales, Presentations, Consultative Selling, Certified Trainer, Endocrinology, Cardiology, Managed Care
Education
University of Phoenix 2004 — 2007
Bachelors, Business Administration/Management Major
Cyprus High School
Mattress Firm December 2012 - Present
Four sons corp January 2004 - September 2014
Investools May 2010 - February 2012
King Pharmaceuticals August 1998 - April 2008
Mita Copystar America January 1995 - January 1998
Skills
Management, Sales, Training, Sales Management, Account Management, Leadership, Customer Service, Team Building, Strategic Planning, Sales Process, Public Speaking, Sales Operations, Entrepreneurship, Team Leadership, Coaching, Pharmaceutical Sales, Presentations, Consultative Selling, Certified Trainer, Endocrinology, Cardiology, Managed Care
Education
University of Phoenix 2004 — 2007
Bachelors, Business Administration/Management Major
Cyprus High School
Jeremiah AuClaire Jeremiah AuClaire's Investools Experience September 2006 - Present
Job Education Counselor at Investools from TD Ameritrade Holding Corp.
Industry Financial Services
Experience
Investools September 2006 - Present
:: TD Ameritrade September 2006 - Present
Feature Films For Families September 2002 - September 2006
Skills
Microsoft Outlook, SAP, Exceeding Sales..., Helping Clients Succeed, Assisting with Sales..., Saleskey Training, PSS sales training, Sales, Outlook, Selling Skills, Leadership, Investments, Analysis, Risk Management, Salesforce.com, Strategy, Time Management, Training, Options, Coaching, Financial Analysis, Public Speaking, Sales Management, Financial Services, Customer Service, Sales Operations, Management, Team Building, Strategic Planning, Selling, Uniform Combined State..., Marketing, Business Development, Investment Advisory, Series 63, Series 7, Leadership Development, CRM, Equities, Negotiation, Business Strategy, Call Centers, Sales Process, Technical Analysis, New Business Development, Team Leadership, Mutual Funds, Trading, Account Management
Education
First Colonial High School
Va Beach, VA
Tidewater Community College
Investools September 2006 - Present
:: TD Ameritrade September 2006 - Present
Feature Films For Families September 2002 - September 2006
Skills
Microsoft Outlook, SAP, Exceeding Sales..., Helping Clients Succeed, Assisting with Sales..., Saleskey Training, PSS sales training, Sales, Outlook, Selling Skills, Leadership, Investments, Analysis, Risk Management, Salesforce.com, Strategy, Time Management, Training, Options, Coaching, Financial Analysis, Public Speaking, Sales Management, Financial Services, Customer Service, Sales Operations, Management, Team Building, Strategic Planning, Selling, Uniform Combined State..., Marketing, Business Development, Investment Advisory, Series 63, Series 7, Leadership Development, CRM, Equities, Negotiation, Business Strategy, Call Centers, Sales Process, Technical Analysis, New Business Development, Team Leadership, Mutual Funds, Trading, Account Management
Education
First Colonial High School
Va Beach, VA
Tidewater Community College
Stephen Denison Stephen Denison's Investools Experience December 2004 - May 2008
Job Founder/ Owner at Investing Mentors
Industry Education Management
Experience
Investing Mentors May 2008 - Present
Investools December 2004 - May 2008
Wells Fargo October 2003 - December 2004
Briccone’s Italian Restaurant September 2000 - October 2004
Sentry Title Agency September 1993 - September 2000
Mountain Fuel Supply Company September 1989 - September 1993
Coldwell Banker Realty Company December 1985 - September 1989
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Marketing, CRM, Marketing Strategy, Business Strategy, Customer Service, Customer Retention, Real Estate, Sales Management, Account Management, Advertising, New Business Development, Team Building, Event Planning, Negotiation, Investments, Business Development, Public Speaking, Pricing, Strategic Planning, Event Management, Public Relations, Coaching, Entrepreneurship, Small Business, Human Resources, Start-ups, Banking, Marketing Communications, Inventory Management, Teamwork, Business Planning, Planning, Business, Mortgage Lending, Editing, Strategy
Education
University of Phoenix 1991 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Utah State University-College of Eastern Utah 1989 — 1991
Associate of Science (A.S.), Business Administration and Management, General
Investing Mentors May 2008 - Present
Investools December 2004 - May 2008
Wells Fargo October 2003 - December 2004
Briccone’s Italian Restaurant September 2000 - October 2004
Sentry Title Agency September 1993 - September 2000
Mountain Fuel Supply Company September 1989 - September 1993
Coldwell Banker Realty Company December 1985 - September 1989
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Marketing, CRM, Marketing Strategy, Business Strategy, Customer Service, Customer Retention, Real Estate, Sales Management, Account Management, Advertising, New Business Development, Team Building, Event Planning, Negotiation, Investments, Business Development, Public Speaking, Pricing, Strategic Planning, Event Management, Public Relations, Coaching, Entrepreneurship, Small Business, Human Resources, Start-ups, Banking, Marketing Communications, Inventory Management, Teamwork, Business Planning, Planning, Business, Mortgage Lending, Editing, Strategy
Education
University of Phoenix 1991 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Utah State University-College of Eastern Utah 1989 — 1991
Associate of Science (A.S.), Business Administration and Management, General
Ryan Hatton's Investools Experience November 2003 - November 2008
Job Entrepreneur/Consultant/Business Owner
Industry Capital Markets
Experience
HMC June 2011 - Present
Focus Services November 2010 - June 2011
Data Systems International November 2009 - November 2010
Investools November 2003 - November 2008
Investools Online November 2003 - November 2008
Investools Online November 2003 - October 2006
Cornerstone America December 2002 - July 2003
Barclay's Global Investors July 2002 - December 2002
E*TRADE Financial December 2000 - July 2002
franklin templeton March 1998 - December 2000
Skills
Competitive Analysis, Asset Allocation, Options, Currency, Investments, Trading, Equities, Technical Analysis, Finance, Financial Analysis, Mutual Funds, Team Building, Sales, Coaching, Business Development, Entrepreneurship, Business Strategy, Account Management, Management, Training, Financial Modeling, Data Analysis, Investment Advisory, Executive Management, Risk Management, Strategy, Asset Management, Program Management, Investment Strategies, Business Planning, Start-ups, Customer Service, Analysis, Leadership, Financial Markets, Financial Services, Team Leadership, Securities, Mergers & Acquisitions
Education
University of Utah 2004 — 2006
MBA, Finance
University of California, Davis 2000 — 2002
B.A, Economics
HMC June 2011 - Present
Focus Services November 2010 - June 2011
Data Systems International November 2009 - November 2010
Investools November 2003 - November 2008
Investools Online November 2003 - November 2008
Investools Online November 2003 - October 2006
Cornerstone America December 2002 - July 2003
Barclay's Global Investors July 2002 - December 2002
E*TRADE Financial December 2000 - July 2002
franklin templeton March 1998 - December 2000
Skills
Competitive Analysis, Asset Allocation, Options, Currency, Investments, Trading, Equities, Technical Analysis, Finance, Financial Analysis, Mutual Funds, Team Building, Sales, Coaching, Business Development, Entrepreneurship, Business Strategy, Account Management, Management, Training, Financial Modeling, Data Analysis, Investment Advisory, Executive Management, Risk Management, Strategy, Asset Management, Program Management, Investment Strategies, Business Planning, Start-ups, Customer Service, Analysis, Leadership, Financial Markets, Financial Services, Team Leadership, Securities, Mergers & Acquisitions
Education
University of Utah 2004 — 2006
MBA, Finance
University of California, Davis 2000 — 2002
B.A, Economics
Sean Peters's Investools Experience June 2006 - October 2006
Job Sr. Database Administrator at MarketAxess
Industry Information Technology and Services
Experience
MarketAxess March 2008 - Present
Albertsons/Supervalu March 2007 - March 2008
ProPay October 2006 - March 2007
Investools June 2006 - October 2006
JP Morgan Chase August 2005 - June 2006
Investools April 2005 - August 2005
Liberty Medical Supply July 1999 - April 2005
Skills
T-SQL, Stored Procedures, Databases, Disaster Recovery, Agile Methodologies, Microsoft SQL Server, Data Warehousing, Oracle, Access, SSRS, Security, SSIS, Cluster, DTS, Enterprise Software, ETL, Unix, Active Directory, Bash, Data Guard, Performance Tuning, Perl, Linux, ASP.NET, Server Architecture, Data Mining, Enterprise Architecture, SQL, Architecture, Relational Databases, Software Development, Business Analysis, ASP, XML, Database Administration, DB2, Sybase, SQL Server Management..., Powershell, Data Modeling, Management, Requirements Analysis, PL/SQL, High Availability, Replication, AIX, Database Design, Windows Server, Storage, SDLC
Education
University of California, Berkeley 1996 — 1999
B.A., Physics
MarketAxess March 2008 - Present
Albertsons/Supervalu March 2007 - March 2008
ProPay October 2006 - March 2007
Investools June 2006 - October 2006
JP Morgan Chase August 2005 - June 2006
Investools April 2005 - August 2005
Liberty Medical Supply July 1999 - April 2005
Skills
T-SQL, Stored Procedures, Databases, Disaster Recovery, Agile Methodologies, Microsoft SQL Server, Data Warehousing, Oracle, Access, SSRS, Security, SSIS, Cluster, DTS, Enterprise Software, ETL, Unix, Active Directory, Bash, Data Guard, Performance Tuning, Perl, Linux, ASP.NET, Server Architecture, Data Mining, Enterprise Architecture, SQL, Architecture, Relational Databases, Software Development, Business Analysis, ASP, XML, Database Administration, DB2, Sybase, SQL Server Management..., Powershell, Data Modeling, Management, Requirements Analysis, PL/SQL, High Availability, Replication, AIX, Database Design, Windows Server, Storage, SDLC
Education
University of California, Berkeley 1996 — 1999
B.A., Physics
Kevin Timmreck's Investools Experience 2000 - 2007
Job at
Industry Information Technology and Services
Experience
CompuCycle Inc. 2007 - Present
Investools 2000 - 2007
Skills
Windows, Active Directory, Microsoft Office, Project Management, Process Improvement, Cloud Computing, Cisco Technologies, VMware, New Business Development, Team Building, Data Center, Management, Business Analysis, Strategic Planning, Network Security, Sales Management, Vendor Management, Computer Hardware, Business Development, Operations Management, Customer Service, Troubleshooting, Visio, Network Administration, Lead Generation, Microsoft Excel, Call Center, Visual Basic, HTML, Microsoft Word, Sales, Marketing, Disaster Recovery, Access, Business Intelligence, Integration, PowerPoint, Data Migration, SQL, Networking, Virtualization, Account Management, Negotiation, Solution Selling, Software Development, Team Leadership
Education
University of Houston
CompuCycle Inc. 2007 - Present
Investools 2000 - 2007
Skills
Windows, Active Directory, Microsoft Office, Project Management, Process Improvement, Cloud Computing, Cisco Technologies, VMware, New Business Development, Team Building, Data Center, Management, Business Analysis, Strategic Planning, Network Security, Sales Management, Vendor Management, Computer Hardware, Business Development, Operations Management, Customer Service, Troubleshooting, Visio, Network Administration, Lead Generation, Microsoft Excel, Call Center, Visual Basic, HTML, Microsoft Word, Sales, Marketing, Disaster Recovery, Access, Business Intelligence, Integration, PowerPoint, Data Migration, SQL, Networking, Virtualization, Account Management, Negotiation, Solution Selling, Software Development, Team Leadership
Education
University of Houston
Laird Foshay's Investools Experience 1993 - 1999
Job Owner, Adelaida Springs Ranch
Industry Wine and Spirits
Experience
J&R Natural Meats 2010 - Present
Adelaida Springs Ranch/Rangeland Wines 2000 - Present
INVESTools 1993 - 1999
M&T Publishing 1983 - 1992
Skills
Small Business, Agriculture, Strategic Planning, Business Strategy, Entrepreneurship, Management, Marketing Strategy, Farms, Sustainable Agriculture, Agribusiness, Customer Service, Start-ups
Education
University of California, Santa Barbara 1977 — 1981
Bachelor's degree, History
J&R Natural Meats 2010 - Present
Adelaida Springs Ranch/Rangeland Wines 2000 - Present
INVESTools 1993 - 1999
M&T Publishing 1983 - 1992
Skills
Small Business, Agriculture, Strategic Planning, Business Strategy, Entrepreneurship, Management, Marketing Strategy, Farms, Sustainable Agriculture, Agribusiness, Customer Service, Start-ups
Education
University of California, Santa Barbara 1977 — 1981
Bachelor's degree, History
Denvere Yon's Investools Experience May 2007 - June 2007
Job Solution Architect at IGT
Industry Computer Software
Experience
IGT January 2010 - Present
GE Lighting January 2015 - May 2015
CareFusion 2009 - 2010
Cardinal Health January 2009 - December 2009
Eclipse Aviation July 2007 - December 2008
Investools May 2007 - June 2007
Skills
SAP Netweaver, SAP ERP, Business Objects, Business Intelligence, Requirements Analysis, Integration, SAP, Project Management, ERP, Microsoft SQL Server, SAP R/3
Education
University of Port Elizabeth 1990 — 1994
Bachelor of Commerce, Computer Science and Business Economics
IGT January 2010 - Present
GE Lighting January 2015 - May 2015
CareFusion 2009 - 2010
Cardinal Health January 2009 - December 2009
Eclipse Aviation July 2007 - December 2008
Investools May 2007 - June 2007
Skills
SAP Netweaver, SAP ERP, Business Objects, Business Intelligence, Requirements Analysis, Integration, SAP, Project Management, ERP, Microsoft SQL Server, SAP R/3
Education
University of Port Elizabeth 1990 — 1994
Bachelor of Commerce, Computer Science and Business Economics
Lyle Schow's Investools Experience 2005 - 2007
Job Database Administrator, Xango
Industry Computer Software
Experience
XanGo June 2012 - Present
SirsiDynix May 2010 - July 2012
Universal Accounting February 2010 - April 2010
Investools 2005 - 2007
Investpro Financial Services (P) Ltd 2005 - 2005
Makau Corporation 2002 - 2003
TechSkills 2001 - 2002
StoresOnline June 1999 - February 2000
Sento 1997 - 1998
Debt Free Living Ltd 1995 - 1997
Skills
Unix, Windows Server 2003, Windows 7, Windows Server 2008, Red Hat Linux, Oracle, SQL, Salesforce.com, GoToMeeting, logmein Rescue, Windows Server, Management, Training, Active Directory, Databases, Linux, Networking, Sales, SharePoint, System Administration
Education
University of Phoenix 1995 — 1997
Bachelor of Science, Business Information Systems
Alta High School 1980 — 1984
High School Diploma, General Studies
Abildsø Skole
XanGo June 2012 - Present
SirsiDynix May 2010 - July 2012
Universal Accounting February 2010 - April 2010
Investools 2005 - 2007
Investpro Financial Services (P) Ltd 2005 - 2005
Makau Corporation 2002 - 2003
TechSkills 2001 - 2002
StoresOnline June 1999 - February 2000
Sento 1997 - 1998
Debt Free Living Ltd 1995 - 1997
Skills
Unix, Windows Server 2003, Windows 7, Windows Server 2008, Red Hat Linux, Oracle, SQL, Salesforce.com, GoToMeeting, logmein Rescue, Windows Server, Management, Training, Active Directory, Databases, Linux, Networking, Sales, SharePoint, System Administration
Education
University of Phoenix 1995 — 1997
Bachelor of Science, Business Information Systems
Alta High School 1980 — 1984
High School Diploma, General Studies
Abildsø Skole
Mike Openshaw's Investools Experience September 2008 - March 2010
Job Currently Looking
Industry Computer Software
Experience
Currently Looking For Full Time or Contract Work Senior Director FinanceCentral LogicMay 2011 - May 2015
Investools September 2008 - March 2010
Skills
Strategic Planning, Process Improvement, Leadership, Account Management, Financial Analysis, Team Leadership, Start-ups, Accounting, Business Analysis, Business Development, Forecasting, Change Management, SAP, Team Building, Cross-functional Team..., Salesforce.com, Training
Education
University of Phoenix 2003 — 2004
MBA
University of Utah 1980 — 1984
BA, Accounting, Japanese
Currently Looking For Full Time or Contract Work Senior Director FinanceCentral LogicMay 2011 - May 2015
Investools September 2008 - March 2010
Skills
Strategic Planning, Process Improvement, Leadership, Account Management, Financial Analysis, Team Leadership, Start-ups, Accounting, Business Analysis, Business Development, Forecasting, Change Management, SAP, Team Building, Cross-functional Team..., Salesforce.com, Training
Education
University of Phoenix 2003 — 2004
MBA
University of Utah 1980 — 1984
BA, Accounting, Japanese
Arden Engebretsen's Investools Experience 2005 - 2008
Job Financial Consultant at Primerica Financial Services
Industry Financial Services
Experience
Self Employed October 2008 - Present
Investools 2005 - 2008
Education
Thunderbird School of Global Management 1990 — 1991
MIM, International business
Self Employed October 2008 - Present
Investools 2005 - 2008
Education
Thunderbird School of Global Management 1990 — 1991
MIM, International business
Ida Kane's Investools Experience January 2005 - August 2009
Job CFO at AppFolio Inc.
Industry Computer Software
Experience
AppFolio Inc. February 2015 - Present
RightScale, Inc. July 2010 - February 2015
thinkorswim Group Inc. (SWIM) January 2005 - August 2009
Investools January 2005 - August 2009
FranklinCovey 2001 - 2005
Encubate Holdings LLC 1999 - 2001
Equitrac 1997 - 1999
KPMG 1992 - 1997
Skills
Financial Analysis, Cross-functional Team..., Contract Negotiation, Start-ups, Credit, Accounting, Budgets, Revenue Recognition, Financial Modeling, Mergers, Mergers & Acquisitions, SaaS, Business Development, GAAP, Analytics, Leadership, Auditing, Executive Management, Management, Finance, Financial Reporting, Strategy, Team Leadership, Business Process, Analysis, Process Improvement, Strategic Planning
Education
University of Miami 1991 — 1992
MBA, Accounting
University of Miami 1989 — 1991
BBA, Accounting
AppFolio Inc. February 2015 - Present
RightScale, Inc. July 2010 - February 2015
thinkorswim Group Inc. (SWIM) January 2005 - August 2009
Investools January 2005 - August 2009
FranklinCovey 2001 - 2005
Encubate Holdings LLC 1999 - 2001
Equitrac 1997 - 1999
KPMG 1992 - 1997
Skills
Financial Analysis, Cross-functional Team..., Contract Negotiation, Start-ups, Credit, Accounting, Budgets, Revenue Recognition, Financial Modeling, Mergers, Mergers & Acquisitions, SaaS, Business Development, GAAP, Analytics, Leadership, Auditing, Executive Management, Management, Finance, Financial Reporting, Strategy, Team Leadership, Business Process, Analysis, Process Improvement, Strategic Planning
Education
University of Miami 1991 — 1992
MBA, Accounting
University of Miami 1989 — 1991
BBA, Accounting
Rick R Dykhuizen's Investools Experience March 2005 - February 2007
Job Marketing/Communications and Wellness
Industry Hospital & Health Care
Experience
Altius Health Plans January 2007 - Present
Investools March 2005 - February 2007
Skills
Employee Benefits, Benefits Administration, Employee Relations, Healthcare, Health Insurance, Data Entry, Access, Customer Service, Microsoft Excel, Microsoft Office, Medicare, Training
Education
University of Phoenix-Utah Campus 2007 — 2009
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cottonwood High 1992 — 1995
Altius Health Plans January 2007 - Present
Investools March 2005 - February 2007
Skills
Employee Benefits, Benefits Administration, Employee Relations, Healthcare, Health Insurance, Data Entry, Access, Customer Service, Microsoft Excel, Microsoft Office, Medicare, Training
Education
University of Phoenix-Utah Campus 2007 — 2009
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cottonwood High 1992 — 1995
Fahim iqbal's Investools Experience June 1997 - July 2005
Job Strategic Accounts Manager and Cofounder App Maisters Inc
Industry Information Technology and Services
Experience
App Maisters Inc January 2014 - Present
Sullo & Sullo, LLP August 2005 - December 2013
Investools June 1997 - July 2005
Skills
Marketing, Social Media Marketing, Web Design, Business Development, Web Development, Online Marketing, Email Marketing, Social Media, Online Advertising, Advertising, Social Networking, SEO, Marketing Strategy, Digital Marketing, Entrepreneurship, SEM, Mobile Application...
Education
University of Houston 1995 — 1999
Master's degree, Management Information Systems and Services
App Maisters Inc January 2014 - Present
Sullo & Sullo, LLP August 2005 - December 2013
Investools June 1997 - July 2005
Skills
Marketing, Social Media Marketing, Web Design, Business Development, Web Development, Online Marketing, Email Marketing, Social Media, Online Advertising, Advertising, Social Networking, SEO, Marketing Strategy, Digital Marketing, Entrepreneurship, SEM, Mobile Application...
Education
University of Houston 1995 — 1999
Master's degree, Management Information Systems and Services
thinkorswim
LINC
Scientific Learning Corp
SCORE! Educational Centers