Olde Discount Brokerage
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Olde Discount Brokerage Employees
Employee
Years
Job
Industry
Joe Fullett Joe Fullett's Olde Discount Brokerage Experience August 1995 - May 1996
Job Equities Trader at Tower Hill Trading
Industry Financial Services
Experience
Tower Hill Trading June 2014 - Present
Crystal Waters Holdings November 2011 - May 2014
JC Trading Group/Oceanview Capital September 2009 - October 2011
Maverick Trading February 2001 - August 2009
Olde Discount Brokerage August 1995 - May 1996
Skills
Trading, Proprietary Trading, Electronic Trading, Investments, Hedging, Financial Analysis, Equity Trading, Equities, Financial Markets
Education
The University of New Mexico 1990 — 1994
B.A., Economics
The University of Connecticut 1989 — 1990
Tower Hill Trading June 2014 - Present
Crystal Waters Holdings November 2011 - May 2014
JC Trading Group/Oceanview Capital September 2009 - October 2011
Maverick Trading February 2001 - August 2009
Olde Discount Brokerage August 1995 - May 1996
Skills
Trading, Proprietary Trading, Electronic Trading, Investments, Hedging, Financial Analysis, Equity Trading, Equities, Financial Markets
Education
The University of New Mexico 1990 — 1994
B.A., Economics
The University of Connecticut 1989 — 1990
Andrea Nustad Andrea Nustad's Olde Discount Brokerage Experience December 1993 - June 1994
Job Account Manager at KSPG Automotive (Kolbenschmidt Pierburg)
Industry Automotive
Experience
KSPG Automotive January 2015 - Present
Federal-Mogul Holdings Corporation November 2011 - January 2015
NGK Spark Plugs (U.S.A.), Inc. November 2005 - October 2011
SPX Filtran October 2004 - October 2005
Mitsui & Co (U.S.A.), Inc. September 2000 - October 2004
Milliken & Company November 1996 - September 2000
Simone Vitale Productions June 1994 - August 1996
Olde Discount Brokerage December 1993 - June 1994
First of Michigan Corporation June 1993 - December 1993
Skills
Sales, Marketing,..., Relationship Development, Creating..., Negotiation, Process Improvement, Pricing, Cross-functional Team..., Sales Operations, Automotive Aftermarket, Vehicles, Continuous Improvement, Product Development, Manufacturing, Customer Satisfaction, Purchasing, Supply Chain Management, Parts, Lean Manufacturing, Six Sigma, Supply Chain, Kaizen, Inventory Management, 5S, SAP, PPAP, APQP, Profit, Value Stream Mapping, Operations Management, FMEA, Sales Process, Strategic Sourcing, Automobile, Team Building, Root Cause Analysis, Materials Management, Kanban, TS16949, Business Planning, ISO, Management, Customer Retention, Powertrain
Education
Eastern Michigan University 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Lawrence Technological University
Pursuing a Bachelors Degree in Mechanical Engineering, Mechanical Engineering
Geiger ballet
KSPG Automotive January 2015 - Present
Federal-Mogul Holdings Corporation November 2011 - January 2015
NGK Spark Plugs (U.S.A.), Inc. November 2005 - October 2011
SPX Filtran October 2004 - October 2005
Mitsui & Co (U.S.A.), Inc. September 2000 - October 2004
Milliken & Company November 1996 - September 2000
Simone Vitale Productions June 1994 - August 1996
Olde Discount Brokerage December 1993 - June 1994
First of Michigan Corporation June 1993 - December 1993
Skills
Sales, Marketing,..., Relationship Development, Creating..., Negotiation, Process Improvement, Pricing, Cross-functional Team..., Sales Operations, Automotive Aftermarket, Vehicles, Continuous Improvement, Product Development, Manufacturing, Customer Satisfaction, Purchasing, Supply Chain Management, Parts, Lean Manufacturing, Six Sigma, Supply Chain, Kaizen, Inventory Management, 5S, SAP, PPAP, APQP, Profit, Value Stream Mapping, Operations Management, FMEA, Sales Process, Strategic Sourcing, Automobile, Team Building, Root Cause Analysis, Materials Management, Kanban, TS16949, Business Planning, ISO, Management, Customer Retention, Powertrain
Education
Eastern Michigan University 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Lawrence Technological University
Pursuing a Bachelors Degree in Mechanical Engineering, Mechanical Engineering
Geiger ballet
Paul Hull Paul Hull's Olde Discount Brokerage Experience 1995 - 2010
Job Associate Vice President / Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1995 - Present
OLDE Discount Brokerage 1995 - 2010
First of America Bank August 1991 - August 1995
Education
University of Michigan-Dearborn 1986 — 1990
BSA, Accounting & Finance
Ameriprise Financial August 1995 - Present
OLDE Discount Brokerage 1995 - 2010
First of America Bank August 1991 - August 1995
Education
University of Michigan-Dearborn 1986 — 1990
BSA, Accounting & Finance
Jennifer McCallion Jennifer McCallion's Olde Discount Brokerage Experience 1996 - 2001
Job Treasury Analyst at Ameriprise Advisor Services, Inc
Industry Financial Services
Experience
Ameriprise Advisor Service, Inc October 2008 - 2009
Ameriprise Advisor Services, Inc. 2008 - 2009
H&R Block Financial Advisors 2001 - 2008
Olde Discount Brokerage 1996 - 2001
Olde Discount 1996 - 1998
Education
Eastern Michigan University
BA, Accounting
Ameriprise Advisor Service, Inc October 2008 - 2009
Ameriprise Advisor Services, Inc. 2008 - 2009
H&R Block Financial Advisors 2001 - 2008
Olde Discount Brokerage 1996 - 2001
Olde Discount 1996 - 1998
Education
Eastern Michigan University
BA, Accounting
Russell Beckner's Olde Discount Brokerage Experience May 1995 - January 1999
Job Senior Vice President Southwest Florida Regional Manager at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
PNC Investments July 2014 - June 2015
Charles Schwab September 2010 - July 2014
Charles Schwab November 2007 - October 2010
Charles Schwab December 2004 - November 2007
Charles Schwab January 1999 - December 2004
Olde Discount Brokerage May 1995 - January 1999
Skills
FINRA, Portfolio Management, Wealth Management, Asset, Asset Allocation, Series 7, Asset Management, Investments, Licensing, Coaching, Sales Management, Mutual Funds, New Business Development, Process Improvement, Consultative Selling, Public Speaking, Leadership Development, Call Center, Bonds, Investment Advisory, Series 63, Series 65, Finance, Financial Advisory, Fixed Income, Banking, Call Centers, Strategic Financial..., Selling, Wealth Management..., Financial Planning, Sales, Leading Positive Change
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Arts (B.A.)
PNC June 2015 - Present
PNC Investments July 2014 - June 2015
Charles Schwab September 2010 - July 2014
Charles Schwab November 2007 - October 2010
Charles Schwab December 2004 - November 2007
Charles Schwab January 1999 - December 2004
Olde Discount Brokerage May 1995 - January 1999
Skills
FINRA, Portfolio Management, Wealth Management, Asset, Asset Allocation, Series 7, Asset Management, Investments, Licensing, Coaching, Sales Management, Mutual Funds, New Business Development, Process Improvement, Consultative Selling, Public Speaking, Leadership Development, Call Center, Bonds, Investment Advisory, Series 63, Series 65, Finance, Financial Advisory, Fixed Income, Banking, Call Centers, Strategic Financial..., Selling, Wealth Management..., Financial Planning, Sales, Leading Positive Change
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Arts (B.A.)
Rick Dollinger's Olde Discount Brokerage Experience August 1988 - August 1990
Job Accounts Receivable Manager at Combine International, Inc.
Industry Luxury Goods & Jewelry
Experience
Combine International, Inc. October 1990 - Present
Olde Discount Brokerage August 1988 - August 1990
Skills
Accounts Receivable, Microsoft Office, Team Leadership, Microsoft Excel, Customer Service, Microsoft Word, Sage MAS200, Sage MAS500, QuickBooks, Credit Management, Access, Budgets, Inventory Management, Outlook, Invoicing, Purchasing, Retail, Merchandising, Sales Management, Marketing, Management, Marketing Strategy
Education
Macomb Community College 1986 — 1990
Associate's degree, Accounting and Finance
Combine International, Inc. October 1990 - Present
Olde Discount Brokerage August 1988 - August 1990
Skills
Accounts Receivable, Microsoft Office, Team Leadership, Microsoft Excel, Customer Service, Microsoft Word, Sage MAS200, Sage MAS500, QuickBooks, Credit Management, Access, Budgets, Inventory Management, Outlook, Invoicing, Purchasing, Retail, Merchandising, Sales Management, Marketing, Management, Marketing Strategy
Education
Macomb Community College 1986 — 1990
Associate's degree, Accounting and Finance
Bob Kunkle, CFP's Olde Discount Brokerage Experience 1987 - 1992
Job Agile Product Owner at TradeStation Technologies
Industry Financial Services
Experience
TradeStation November 2013 - Present
Schwab Performance Technologies October 2006 - November 2013
The Market Guys July 2006 - November 2006
Self-employed January 2006 - July 2006
Rollins College 2004 - 2006
Charles Schwab February 1992 - June 2004
Olde Discount Brokerage 1987 - 1992
JC Penney 1980 - 1982
Skills
Product Development, Trading, Strategic Planning, Customer Relations, Product Management, Field Readiness, Acquisition Integration, Product Integration, Technical Analysis, Financial Planning, Financial Markets, Business Requirements, Technical Communication, Online Training, Webcasting, Technology..., Implementing Processes, Project Implementation, Release Management, Internal Communications, Corporate Communications, Communications Planning, Communication Strategy, Product Design, Business Integration, Technical Documentation, Customer Service, Strategic Financial..., Process Improvement, Portfolio Management, Investments, Risk Management, Series 63, Series 7, Strategic Communications, Cross-functional Team..., E-Learning, Relationship Management, Asset Management, Equities, Series 24, Mutual Funds, FINRA, Product Requirements, Wealth Management, Agile Project Management, Securities, Options, Analytics, Leadership
Education
Gonzaga University 2008 — 2011
Masters, Communication Leaddership
Rollins College 2004 — 2006
BA, Organizational Communication
Blairsville High School 1977 — 1980
TradeStation November 2013 - Present
Schwab Performance Technologies October 2006 - November 2013
The Market Guys July 2006 - November 2006
Self-employed January 2006 - July 2006
Rollins College 2004 - 2006
Charles Schwab February 1992 - June 2004
Olde Discount Brokerage 1987 - 1992
JC Penney 1980 - 1982
Skills
Product Development, Trading, Strategic Planning, Customer Relations, Product Management, Field Readiness, Acquisition Integration, Product Integration, Technical Analysis, Financial Planning, Financial Markets, Business Requirements, Technical Communication, Online Training, Webcasting, Technology..., Implementing Processes, Project Implementation, Release Management, Internal Communications, Corporate Communications, Communications Planning, Communication Strategy, Product Design, Business Integration, Technical Documentation, Customer Service, Strategic Financial..., Process Improvement, Portfolio Management, Investments, Risk Management, Series 63, Series 7, Strategic Communications, Cross-functional Team..., E-Learning, Relationship Management, Asset Management, Equities, Series 24, Mutual Funds, FINRA, Product Requirements, Wealth Management, Agile Project Management, Securities, Options, Analytics, Leadership
Education
Gonzaga University 2008 — 2011
Masters, Communication Leaddership
Rollins College 2004 — 2006
BA, Organizational Communication
Blairsville High School 1977 — 1980
Brian Palant Brian Palant's Olde Discount Brokerage Experience 1994 - 1999
Job Multi Unit Manager at Burger Lounge
Industry Restaurants
Experience
Burger Lounge 2014 - 2015
Quiznos 2002 - 2012
Quiznos 2007 - 2010
IGP Enterprises 1999 - 2002
Olde Discount Brokerage 1994 - 1999
Chatfield Dean & Co. 1993 - 1994
Steak & Ale 1992 - 1993
Skills
Multi-Unit Management, Retail Site Selection, Lease Negotiations, Training Management, P&L Accountability, P&L Analysis, P&L Ownership, Food Quality, Employee Turnover, Hiring Personnel, Quality Assurance, Inventory Control, Employee Training, Employee Relations, ADP Payroll, Merchandising, Cost Planning, Balance Sheet Review, Revenue Enhancement, Marketing, Income Statement, P&L Management, Restaurants, Operations Management, Retail, Franchise Consulting, Budgets, Inventory Management, Food, Management, Restaurant Management, Location Intelligence, Hiring, Profit, Food Service, Food & Beverage, Human Resources, Customer Service, Hospitality, Customer Satisfaction, Business Development
Education
University of Arizona 1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Burger Lounge 2014 - 2015
Quiznos 2002 - 2012
Quiznos 2007 - 2010
IGP Enterprises 1999 - 2002
Olde Discount Brokerage 1994 - 1999
Chatfield Dean & Co. 1993 - 1994
Steak & Ale 1992 - 1993
Skills
Multi-Unit Management, Retail Site Selection, Lease Negotiations, Training Management, P&L Accountability, P&L Analysis, P&L Ownership, Food Quality, Employee Turnover, Hiring Personnel, Quality Assurance, Inventory Control, Employee Training, Employee Relations, ADP Payroll, Merchandising, Cost Planning, Balance Sheet Review, Revenue Enhancement, Marketing, Income Statement, P&L Management, Restaurants, Operations Management, Retail, Franchise Consulting, Budgets, Inventory Management, Food, Management, Restaurant Management, Location Intelligence, Hiring, Profit, Food Service, Food & Beverage, Human Resources, Customer Service, Hospitality, Customer Satisfaction, Business Development
Education
University of Arizona 1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Todd Honderd Todd Honderd's Olde Discount Brokerage Experience May 1994 - December 1995
Job Vice President, Strategic Accounts at Advent Software
Industry Financial Services
Experience
Advent Software April 2014 - Present
Advent Software April 2010 - March 2014
Advent Software April 2005 - March 2010
Advent Software January 2001 - March 2005
Advent Software November 1996 - December 2001
PaineWebber January 1996 - September 1996
OLDE Discount Brokerage May 1994 - December 1995
Skills
Account Management, Sales Management, Customer Loyalty, Enterprise Software, Team Leadership, Asset Management, Customer Relations, Asset Managment, Financial Services, Brand Loyalty, Customer Service, Relationship Management, Management, Business Analysis, Salesforce.com, Portfolio Management, Cross-functional Team..., Investments, Strategy, CRM, Cloud Computing, Team Management, Business Development, SaaS, Wealth Management, Mutual Funds, Business Process..., Product Management, Project Management, Relationship-building..., Trading Systems
Education
Stanford University Graduate School of Business 2011 — 2011
Customer Focused Innovation Program
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Business - CIS
Advent Software April 2014 - Present
Advent Software April 2010 - March 2014
Advent Software April 2005 - March 2010
Advent Software January 2001 - March 2005
Advent Software November 1996 - December 2001
PaineWebber January 1996 - September 1996
OLDE Discount Brokerage May 1994 - December 1995
Skills
Account Management, Sales Management, Customer Loyalty, Enterprise Software, Team Leadership, Asset Management, Customer Relations, Asset Managment, Financial Services, Brand Loyalty, Customer Service, Relationship Management, Management, Business Analysis, Salesforce.com, Portfolio Management, Cross-functional Team..., Investments, Strategy, CRM, Cloud Computing, Team Management, Business Development, SaaS, Wealth Management, Mutual Funds, Business Process..., Product Management, Project Management, Relationship-building..., Trading Systems
Education
Stanford University Graduate School of Business 2011 — 2011
Customer Focused Innovation Program
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Business - CIS
Fran Buckley Fran Buckley's Olde Discount Brokerage Experience 1989 - 1998
Job Partner at Princeton Wealth Management Group, LLC
Industry Financial Services
Experience
Princeton Wealth Management Group, LLC June 2012 - Present
Buckley-Davidson Investment Group of Wells Fargo Advisors 2002 - June 2012
Coastal Holly Fund 1998 - 2002
Olde Discount Brokerage 1989 - 1998
Skills
Investments, Finance, Securities, Risk Management
Education
Marquette University 1983 — 1988
BSIE, Engineering
Princeton Wealth Management Group, LLC June 2012 - Present
Buckley-Davidson Investment Group of Wells Fargo Advisors 2002 - June 2012
Coastal Holly Fund 1998 - 2002
Olde Discount Brokerage 1989 - 1998
Skills
Investments, Finance, Securities, Risk Management
Education
Marquette University 1983 — 1988
BSIE, Engineering
Anthony Curnow, CFP® Anthony Curnow, CFP®'s Olde Discount Brokerage Experience September 1989 - September 1999
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1989 - Present
Olde Discount Brokerage September 1989 - September 1999
Skills
Risk Management, Protection Planning, Insurance Broker/agent, Ethical Character, Employee Benefits, Education Planning, Diligence, Decision-Making, Client Management, Relationship Building, Business Planning, Client Relationships, Coaching, Compliance, Customer Service
Education
University of Michigan-Flint, 1985 — 1988
Bachelor of Business Administration (BBA)
University of Michigan-Flint 1984 — 1988
BBA, Business
Ameriprise Financial Services, Inc. 1989 - Present
Olde Discount Brokerage September 1989 - September 1999
Skills
Risk Management, Protection Planning, Insurance Broker/agent, Ethical Character, Employee Benefits, Education Planning, Diligence, Decision-Making, Client Management, Relationship Building, Business Planning, Client Relationships, Coaching, Compliance, Customer Service
Education
University of Michigan-Flint, 1985 — 1988
Bachelor of Business Administration (BBA)
University of Michigan-Flint 1984 — 1988
BBA, Business
Chip Egbert Chip Egbert's Olde Discount Brokerage Experience May 1995 - June 1999
Job Account Executive at Zurich Insurance
Industry Insurance
Experience
Zurich Insurance July 2013 - Present
Zurich/ Arrowhead Insurance September 2010 - July 2013
A.R.A Insurance, Inc. May 2007 - September 2010
Egbert & Associates October 2005 - May 2007
Michigan Association of Home Builders November 2004 - October 2005
Federated Insurance Company August 2001 - November 2004
Raymond James Financial, Inc. June 1999 - August 2001
Olde Discount Brokerage May 1995 - June 1999
Skills
Insurance, Leadership, Property, Underwriting, Management
Education
Ferris State University 1990 — 1995
Bachelor’s Degree, Business Administration and Management, General
Zurich Insurance July 2013 - Present
Zurich/ Arrowhead Insurance September 2010 - July 2013
A.R.A Insurance, Inc. May 2007 - September 2010
Egbert & Associates October 2005 - May 2007
Michigan Association of Home Builders November 2004 - October 2005
Federated Insurance Company August 2001 - November 2004
Raymond James Financial, Inc. June 1999 - August 2001
Olde Discount Brokerage May 1995 - June 1999
Skills
Insurance, Leadership, Property, Underwriting, Management
Education
Ferris State University 1990 — 1995
Bachelor’s Degree, Business Administration and Management, General
Stuart Schielack Stuart Schielack's Olde Discount Brokerage Experience 1998 - 1999
Job Experienced Sales Leader & Partner Manager
Industry Information Technology and Services
Experience
Dell 2011 - Present
SBA Investment Group 2005 - Present
Dell Financial Services 2007 - 2011
CIT Group 2005 - 2007
Dell Financial Services 2002 - 2005
Cetera Investment Services 1999 - 2002
Olde Discount Brokerage 1998 - 1999
Skills
Management, Solution Selling, Storage Area Networks, Leadership, Account Management, Forecasting, Selling, Salesforce.com, Virtualization, Sales, Channel Partners
Education
Texas State University
Bachelor’s Degree, Finance, General
The University of Texas at Austin
Petroleum Engineering
Dell 2011 - Present
SBA Investment Group 2005 - Present
Dell Financial Services 2007 - 2011
CIT Group 2005 - 2007
Dell Financial Services 2002 - 2005
Cetera Investment Services 1999 - 2002
Olde Discount Brokerage 1998 - 1999
Skills
Management, Solution Selling, Storage Area Networks, Leadership, Account Management, Forecasting, Selling, Salesforce.com, Virtualization, Sales, Channel Partners
Education
Texas State University
Bachelor’s Degree, Finance, General
The University of Texas at Austin
Petroleum Engineering
Oliver Pursche's Olde Discount Brokerage Experience 1994 - 1996
Job Chief Executive Officer at Bruderman Brothers, LLC
Industry Financial Services
Experience
Bruderman Brothers, LLC January 2015 - Present
Co-Portfolio Manager GMG Defensive Beta Fund December 2008 - Present
Gary Goldberg Financial Services January 2005 - December 2014
Trust Company of America September 2002 - December 2004
Neuberger Berman March 1997 - September 2002
PaineWebber 1996 - 1997
Olde Discount Brokerage 1994 - 1996
Skills
Asset Management, Alternative Investments, Tactical Asset..., Global Macro, Business Process..., Sales Growth, Equities, Commodity, Finance, Hedging, Mutual Funds, Investment Strategies, Hedge Funds, ETFs, Wealth Management, Investment Advisory, Investment Management, Asset Allocation, Series 7, Asset Managment, Financial Markets, Portfolio Management, Trading, Investments, Financial Advisory, Series 63, Securities, Fixed Income, Strategic Financial..., Options, Series 65, FINRA, Bonds, Capital Markets, Financial Services, Management
Education
Bentley University 1989 — 1992
BS, Communications, Finance
Greens Farms Academy 1986 — 1989
Bruderman Brothers, LLC January 2015 - Present
Co-Portfolio Manager GMG Defensive Beta Fund December 2008 - Present
Gary Goldberg Financial Services January 2005 - December 2014
Trust Company of America September 2002 - December 2004
Neuberger Berman March 1997 - September 2002
PaineWebber 1996 - 1997
Olde Discount Brokerage 1994 - 1996
Skills
Asset Management, Alternative Investments, Tactical Asset..., Global Macro, Business Process..., Sales Growth, Equities, Commodity, Finance, Hedging, Mutual Funds, Investment Strategies, Hedge Funds, ETFs, Wealth Management, Investment Advisory, Investment Management, Asset Allocation, Series 7, Asset Managment, Financial Markets, Portfolio Management, Trading, Investments, Financial Advisory, Series 63, Securities, Fixed Income, Strategic Financial..., Options, Series 65, FINRA, Bonds, Capital Markets, Financial Services, Management
Education
Bentley University 1989 — 1992
BS, Communications, Finance
Greens Farms Academy 1986 — 1989
Jamie Neidig Jamie Neidig's Olde Discount Brokerage Experience January 1996 - September 1996
Job Practice Director Human Capital Practice, Analytics Practice at Management Concepts Inc.
Industry Management Consulting
Experience
Management Concepts Inc. October 2014 - Present
Management Concepts July 2013 - October 2014
The LDM Group August 2012 - June 2013
Raytheon March 2012 - July 2012
Monster Government Solutions July 2011 - January 2012
Booz Allen Hamilton April 2009 - July 2011
Fannie Mae July 2006 - March 2009
Accenture October 1996 - July 2006
Olde Discount Brokerage January 1996 - September 1996
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
MBA, General Management
New York University 1996 — 1998
Certification, Organization Development
Cornell University 1991 — 1996
BA, English
Management Concepts Inc. October 2014 - Present
Management Concepts July 2013 - October 2014
The LDM Group August 2012 - June 2013
Raytheon March 2012 - July 2012
Monster Government Solutions July 2011 - January 2012
Booz Allen Hamilton April 2009 - July 2011
Fannie Mae July 2006 - March 2009
Accenture October 1996 - July 2006
Olde Discount Brokerage January 1996 - September 1996
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
MBA, General Management
New York University 1996 — 1998
Certification, Organization Development
Cornell University 1991 — 1996
BA, English
Stash Veller Stash Veller's Olde Discount Brokerage Experience March 1992 - November 1993
Job Financial Consultant VP at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab August 2003 - December 2013
Charles Schwab August 1998 - August 2003
Charles Schwab November 1993 - August 1998
Olde Discount Brokerage March 1992 - November 1993
F. N. Wolf & Co August 1991 - January 1992
Education
University of South Alabama 1987 — 1991
Bachelor of Science (BS), Finance, General
Charles Schwab January 2014 - Present
Charles Schwab August 2003 - December 2013
Charles Schwab August 1998 - August 2003
Charles Schwab November 1993 - August 1998
Olde Discount Brokerage March 1992 - November 1993
F. N. Wolf & Co August 1991 - January 1992
Education
University of South Alabama 1987 — 1991
Bachelor of Science (BS), Finance, General
Harley Savage's Olde Discount Brokerage Experience October 1998 - August 1999
Job Application Support at HoMedics, Inc.
Industry Warehousing
Experience
HoMedics, Inc. October 2004 - Present
Sybron Dental Specialties August 1999 - October 2004
Olde Discount Brokerage October 1998 - August 1999
Savage Hitch Shop January 1994 - October 1998
Skills
Inventory Management, Supply Chain, SharePoint, Microsoft Office, SQL, EDI, IBM iSeries, Cross-functional Team..., DB2, RPG, ERP, Warehouse Management, JD Edwards, Retail, Supply Chain Management, IBM AS/400, Project Management, Access, Operations Management
Education
University of Michigan 1985 — 1991
BA, History, Economics
HoMedics, Inc. October 2004 - Present
Sybron Dental Specialties August 1999 - October 2004
Olde Discount Brokerage October 1998 - August 1999
Savage Hitch Shop January 1994 - October 1998
Skills
Inventory Management, Supply Chain, SharePoint, Microsoft Office, SQL, EDI, IBM iSeries, Cross-functional Team..., DB2, RPG, ERP, Warehouse Management, JD Edwards, Retail, Supply Chain Management, IBM AS/400, Project Management, Access, Operations Management
Education
University of Michigan 1985 — 1991
BA, History, Economics
Dave Fredriksen's Olde Discount Brokerage Experience June 1990 - June 1996
Job President, CEO, owner/operator/proprietor, cinephile & movie guru at Paradise Falls DVD
Industry Consumer Goods
Experience
Paradise Falls DVD December 2011 - Present
Chicago Transit Authority June 2002 - December 2011
Wachovia, A Wells Fargo Company September 2000 - June 2002
Mesirow Financial June 1996 - September 2000
Olde Discount Brokerage June 1990 - June 1996
Procter & Gamble April 1986 - November 1988
Skills
Extensive Film Knowledge, E-commerce, Customer Service, Customer Satisfaction, Market Research, Sales, Team Building, Transportation, Negotiation, Purchasing, Process Improvement, Investments, Portfolio Management, Series 63, Business Strategy, Sales Management, Strategic Planning, Contract Negotiation, Procurement, Cross-functional Team...
Education
Northern Illinois University 1978 — 1982
BS, Marketing
John Hersey High 1974 — 1978
"Dazed & Confused"... Kidding, Movie joke (film was set in 1976)
Paradise Falls DVD December 2011 - Present
Chicago Transit Authority June 2002 - December 2011
Wachovia, A Wells Fargo Company September 2000 - June 2002
Mesirow Financial June 1996 - September 2000
Olde Discount Brokerage June 1990 - June 1996
Procter & Gamble April 1986 - November 1988
Skills
Extensive Film Knowledge, E-commerce, Customer Service, Customer Satisfaction, Market Research, Sales, Team Building, Transportation, Negotiation, Purchasing, Process Improvement, Investments, Portfolio Management, Series 63, Business Strategy, Sales Management, Strategic Planning, Contract Negotiation, Procurement, Cross-functional Team...
Education
Northern Illinois University 1978 — 1982
BS, Marketing
John Hersey High 1974 — 1978
"Dazed & Confused"... Kidding, Movie joke (film was set in 1976)