optionsXpress Company
Description
optionsXpress is a service of the Charles Schwab Corporation that provides an electronic trading platform for investing online, specializing in the trading of options. Founded: 2000, Chicago, IL Parent organization: Charles Schwab Corporation Headquarters: Chicago, IL Number of employees: 423 (December 2009) Subsidiaries: Optionetics, Inc., OPTIONSXPRESS, INC., Founders: David S. Kalt, Ned W. Bennett
optionsXpress List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at optionsXpress. You can filter them based on skills, years of employment, job, education, department, and prior employment.
optionsXpress Salaries. You can even request information on how much does optionsXpress pay if you want to. Learn about salaries, pros and cons of working for optionsXpress directly from the past employees.
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150 optionsXpress employees in database. Find out everything there's to know about optionsXpress employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
optionsXpress Employees
Employee
Years
Job
Industry
Kathleen Kauppila, CPA Kathleen Kauppila, CPA's optionsXpress Experience March 2012 - July 2014
Job Associate, Corporate Accounting at Harrison Street Real Estate Capital LLC
Industry Accounting
Experience
Harrison Street Real Estate Capital LLC August 2014 - Present
optionsXpress March 2012 - July 2014
optionsXpress September 2010 - March 2012
J.D. Cloud & Co. L.L.P. August 2008 - March 2010
Reyna Capital Corporation, Subsidiary of The Reynolds & Reynolds Company May 2006 - August 2006
Skills
Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Finance, Analysis, Business Development, Financial Analysis, Financial Reporting, Financial Accounting, General Ledger, Financial Modeling
Education
Miami University 2004 — 2008
B.S., Accountancy
Harrison Street Real Estate Capital LLC August 2014 - Present
optionsXpress March 2012 - July 2014
optionsXpress September 2010 - March 2012
J.D. Cloud & Co. L.L.P. August 2008 - March 2010
Reyna Capital Corporation, Subsidiary of The Reynolds & Reynolds Company May 2006 - August 2006
Skills
Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Finance, Analysis, Business Development, Financial Analysis, Financial Reporting, Financial Accounting, General Ledger, Financial Modeling
Education
Miami University 2004 — 2008
B.S., Accountancy
David Munger David Munger's optionsXpress Experience April 2010 - October 2010
Job Senior User Experience Designer
Industry Internet
Experience
Coyote Logistics January 2013 - December 2014
Signal (formerly BrightTag) October 2010 - January 2013
optionsXpress April 2010 - October 2010
Acquity Group August 2008 - April 2010
Lyons Consulting Group June 2007 - August 2008
HowStuffWorks.com June 2006 - June 2007
CDW September 2005 - June 2006
Trinity Health November 2004 - April 2005
Heidrick & Struggles February 2002 - June 2004
ThoughtWorks November 1999 - January 2002
Skills
User Interface Design, Usability, HTML, CSS, JavaScript, AJAX, jQuery, CodeIgniter, PHP, Web Design, User Experience, HTML 5, User Interface, Front-end Coding
Education
IO
Indiana University South Bend
Bachelor's, Communication
Coyote Logistics January 2013 - December 2014
Signal (formerly BrightTag) October 2010 - January 2013
optionsXpress April 2010 - October 2010
Acquity Group August 2008 - April 2010
Lyons Consulting Group June 2007 - August 2008
HowStuffWorks.com June 2006 - June 2007
CDW September 2005 - June 2006
Trinity Health November 2004 - April 2005
Heidrick & Struggles February 2002 - June 2004
ThoughtWorks November 1999 - January 2002
Skills
User Interface Design, Usability, HTML, CSS, JavaScript, AJAX, jQuery, CodeIgniter, PHP, Web Design, User Experience, HTML 5, User Interface, Front-end Coding
Education
IO
Indiana University South Bend
Bachelor's, Communication
Drew Santo Drew Santo's optionsXpress Experience August 2009 - January 2012
Job Senior Designer at OptionsHouse Aperture Group, LLC
Industry Information Technology and Services
Experience
OptionsHouse & Aperture Group, LLC March 2015 - Present
E*TRADE Financial January 2012 - February 2015
optionsXpress August 2009 - January 2012
Domains For Listings, LLC January 2004 - August 2009
Acquity Group April 2007 - February 2009
Independent Consultant July 2004 - February 2007
Skills
Concept Development, User Interface Design, E-commerce, Web Development, Animation, Usability, Photoshop, User Experience, Social Media, Dreamweaver, SEO, Web Design, CSS
Education
Columbia College Chicago 2003 — 2006
BFA, Interactive Arts & Media, Graphics & Animation
Southern Illinois University, Carbondale 2001 — 2003
Digital Media, Mechanical Engineering, Radio / Television
OptionsHouse & Aperture Group, LLC March 2015 - Present
E*TRADE Financial January 2012 - February 2015
optionsXpress August 2009 - January 2012
Domains For Listings, LLC January 2004 - August 2009
Acquity Group April 2007 - February 2009
Independent Consultant July 2004 - February 2007
Skills
Concept Development, User Interface Design, E-commerce, Web Development, Animation, Usability, Photoshop, User Experience, Social Media, Dreamweaver, SEO, Web Design, CSS
Education
Columbia College Chicago 2003 — 2006
BFA, Interactive Arts & Media, Graphics & Animation
Southern Illinois University, Carbondale 2001 — 2003
Digital Media, Mechanical Engineering, Radio / Television
Jason Leander Jason Leander's optionsXpress Experience August 2001 - May 2002
Job Vice President of Sales at Doctors Direct Insurance
Industry Insurance
Experience
Doctors Direct Insurance August 2015 - Present
Cunningham Group June 2009 - August 2015
Cunningham Group December 2007 - June 2009
Rothschild Investment Corp December 2005 - December 2007
Lind Waldock/REFCO Private Client Group November 2002 - November 2005
OptionsXpress August 2001 - May 2002
TD Waterhouse October 2000 - August 2001
Skills
Practice Management, Medical Malpractice, Retirement Planning, Options, Medical Practice..., Client Services, Customer Service, Series 7, Series 63, Casualty, FINRA, Life Insurance, Risk Management, Professional Liability, Sales, Liability, Commercial Insurance, Workers Compensation, Insurance, Legal Liability, Financial Services, Disability Insurance, Healthcare, Management, Underwriting, Strategic Financial..., Captives, Property & Casualty..., Employment Practices..., Casualty Insurance, Financial Planning
Education
Lewis University 1994 — 1997
Bachelor of Arts, English
Doctors Direct Insurance August 2015 - Present
Cunningham Group June 2009 - August 2015
Cunningham Group December 2007 - June 2009
Rothschild Investment Corp December 2005 - December 2007
Lind Waldock/REFCO Private Client Group November 2002 - November 2005
OptionsXpress August 2001 - May 2002
TD Waterhouse October 2000 - August 2001
Skills
Practice Management, Medical Malpractice, Retirement Planning, Options, Medical Practice..., Client Services, Customer Service, Series 7, Series 63, Casualty, FINRA, Life Insurance, Risk Management, Professional Liability, Sales, Liability, Commercial Insurance, Workers Compensation, Insurance, Legal Liability, Financial Services, Disability Insurance, Healthcare, Management, Underwriting, Strategic Financial..., Captives, Property & Casualty..., Employment Practices..., Casualty Insurance, Financial Planning
Education
Lewis University 1994 — 1997
Bachelor of Arts, English
Patrick Carter Patrick Carter's optionsXpress Experience 2008 - Present
Job President at Venue Motor Club
Industry Sports
Experience
The DRIVEN Group, LLC September 2014 - Present
DRIVEN Golf September 2014 - Present
Carter's Express II July 2011 - Present
Carter's Express (FedEx Contractor) October 2010 - Present
OptionsXpress 2008 - Present
Venue Motor Club November 2014 - Present
Venue Motor Club 2014 - 2015
Stream Energy February 2014 - 2014
Carter's Kids RTC 2008 - 2014
Run way model (brief) 2012 - 2013
Skills
Entrepreneurship, Sports, Public Speaking, Investments, Coaching, Football, Fundraising, Community Outreach, Training, Athletic Training, Team Leadership, Nonprofits, Fitness, Sports Management, Sports Marketing, Sponsorship, Athletics, Event Management, Social Networking, Time Management, Leadership, Marketing
Education
University of Louisville 2005 — 2007
Communications, Biology
Georgia Institute of Technology 2003 — 2005
Associates, Biology
Lakewood High School 1999 — 2003
HS Diploma, Biology/Biological Sciences, General, 3.3
The DRIVEN Group, LLC September 2014 - Present
DRIVEN Golf September 2014 - Present
Carter's Express II July 2011 - Present
Carter's Express (FedEx Contractor) October 2010 - Present
OptionsXpress 2008 - Present
Venue Motor Club November 2014 - Present
Venue Motor Club 2014 - 2015
Stream Energy February 2014 - 2014
Carter's Kids RTC 2008 - 2014
Run way model (brief) 2012 - 2013
Skills
Entrepreneurship, Sports, Public Speaking, Investments, Coaching, Football, Fundraising, Community Outreach, Training, Athletic Training, Team Leadership, Nonprofits, Fitness, Sports Management, Sports Marketing, Sponsorship, Athletics, Event Management, Social Networking, Time Management, Leadership, Marketing
Education
University of Louisville 2005 — 2007
Communications, Biology
Georgia Institute of Technology 2003 — 2005
Associates, Biology
Lakewood High School 1999 — 2003
HS Diploma, Biology/Biological Sciences, General, 3.3
Juan Bay Juan Bay's optionsXpress Experience March 2008 - May 2008
Job Specification Consultant at Legrand North America
Industry Electrical/Electronic Manufacturing
Experience
Legrand North America June 2012 - Present
Legrand North America October 2010 - Present
Convia, Inc. June 2009 - October 2010
Convia, Inc. January 2009 - June 2009
Convia, Inc. May 2008 - January 2009
optionsXpress March 2008 - May 2008
Skills
Management, Engineering, Engineering Management, Team Leadership, Cross-functional Team..., Electricians, Energy Management, Business Development, Coaching, Business Planning, Green Building, Contract Management, New Business Development, Project Management, Electronics, Manufacturing, Product Development, Process Improvement, Product Management, Lean Manufacturing, Budgets
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2011
MBA
Olivet Nazarene University 2002 — 2006
BSEE, Electrical Engineering
Instituto Tecnico Sagrada Familia 1995 — 2001
Electromechanical Technician
Legrand North America June 2012 - Present
Legrand North America October 2010 - Present
Convia, Inc. June 2009 - October 2010
Convia, Inc. January 2009 - June 2009
Convia, Inc. May 2008 - January 2009
optionsXpress March 2008 - May 2008
Skills
Management, Engineering, Engineering Management, Team Leadership, Cross-functional Team..., Electricians, Energy Management, Business Development, Coaching, Business Planning, Green Building, Contract Management, New Business Development, Project Management, Electronics, Manufacturing, Product Development, Process Improvement, Product Management, Lean Manufacturing, Budgets
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2011
MBA
Olivet Nazarene University 2002 — 2006
BSEE, Electrical Engineering
Instituto Tecnico Sagrada Familia 1995 — 2001
Electromechanical Technician
Michael Vandewater Michael Vandewater's optionsXpress Experience December 2012 - Present
Job Options trader at OptionsXpress
Industry Financial Services
Experience
optionsXpress December 2012 - Present
Coach 2008 - December 2012
North Georgia Premium Outlet Mall 2011 - 2012
Reebok International Ltd 2000 - 2006
Skills
Store Management, Visual Merchandising, Loss Prevention, Store Operations, Merchandising, New Store Openings, Driving Results, Retail, Inventory Management, Apparel, Window Displays, Retail Sales, Fashion, Inventory Control, Profit, Multi-unit, Footwear, People Development, Customer Service, Shrinkage
Education
North Georgia College and State University 2010 — 2011
Meramec Community College 1982 — 1984
Computer Science/ Business Management
Meramec Community College 1982 — 1983
Computer Science/Retail management
optionsXpress December 2012 - Present
Coach 2008 - December 2012
North Georgia Premium Outlet Mall 2011 - 2012
Reebok International Ltd 2000 - 2006
Skills
Store Management, Visual Merchandising, Loss Prevention, Store Operations, Merchandising, New Store Openings, Driving Results, Retail, Inventory Management, Apparel, Window Displays, Retail Sales, Fashion, Inventory Control, Profit, Multi-unit, Footwear, People Development, Customer Service, Shrinkage
Education
North Georgia College and State University 2010 — 2011
Meramec Community College 1982 — 1984
Computer Science/ Business Management
Meramec Community College 1982 — 1983
Computer Science/Retail management
Barry Metzger Barry Metzger's optionsXpress Experience January 2015 - Present
Job CEO optionsXpress by Charles Schwab
Industry Financial Services
Experience
optionsXpress January 2015 - Present
optionsXpress September 2012 - Present
Skills
Mutual Funds, Asset Managment, Portfolio Management, Financial Services, Financial Planners, Series 7, Series 63, Alternative Investments, Wealth Management, Options, Securities, Investment Advisory, Series 24, Series 27, Derivatives, Equities, FINRA, Asset Allocation, Trading, Investment Strategies, Electronic Trading, Financial Markets
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
University of Illinois at Urbana-Champaign 1987 — 1991
BA
Highland Park High School 1983 — 1987
optionsXpress January 2015 - Present
optionsXpress September 2012 - Present
Skills
Mutual Funds, Asset Managment, Portfolio Management, Financial Services, Financial Planners, Series 7, Series 63, Alternative Investments, Wealth Management, Options, Securities, Investment Advisory, Series 24, Series 27, Derivatives, Equities, FINRA, Asset Allocation, Trading, Investment Strategies, Electronic Trading, Financial Markets
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
University of Illinois at Urbana-Champaign 1987 — 1991
BA
Highland Park High School 1983 — 1987
Amit Jhamb Amit Jhamb's optionsXpress Experience January 2007 - May 2011
Job Application Development Manager
Industry Information Technology and Services
Experience
Solid Commerce July 2013 - Present
Charles Schwab - OptionsXpress May 2011 - July 2013
optionsXpress January 2007 - May 2011
Oracle-Stellent(Content Management) August 2006 - December 2006
Tata Consultancy Services January 2005 - July 2005
Skills
Software Development, Agile Methodologies, SOA, OOP, XML, SQL, Multithreading, Microsoft SQL Server, Visual Studio, UML, Distributed Systems, Project Management, C#, .NET, Java, Boost C++, C/C++ STL, Test Automation, FIX, Winsock, C# and VB.net, TFS, Kanban, Integration, Software Project...
Education
Stanford University 2015 — 2016
Stanford Advanced Project Management (SAPM)
Illinois Institute of Technology 2005 — 2007
MS CSc, Computers, 3.9/4.0
Hindustan College Of Science And Technology 2000 — 2004
BTech, Computers
Apeejay School 1986 — 1997
HighSchool
Solid Commerce July 2013 - Present
Charles Schwab - OptionsXpress May 2011 - July 2013
optionsXpress January 2007 - May 2011
Oracle-Stellent(Content Management) August 2006 - December 2006
Tata Consultancy Services January 2005 - July 2005
Skills
Software Development, Agile Methodologies, SOA, OOP, XML, SQL, Multithreading, Microsoft SQL Server, Visual Studio, UML, Distributed Systems, Project Management, C#, .NET, Java, Boost C++, C/C++ STL, Test Automation, FIX, Winsock, C# and VB.net, TFS, Kanban, Integration, Software Project...
Education
Stanford University 2015 — 2016
Stanford Advanced Project Management (SAPM)
Illinois Institute of Technology 2005 — 2007
MS CSc, Computers, 3.9/4.0
Hindustan College Of Science And Technology 2000 — 2004
BTech, Computers
Apeejay School 1986 — 1997
HighSchool
Meredith Meravy's optionsXpress Experience September 2014 - Present
Job Team Manager, Margin at optionsXpress
Industry Financial Services
Experience
optionsXpress September 2014 - Present
optionsXpress May 2013 - Present
Skills
Customer Relations, Trading, Equities, Options, Futures, Attention To Detail, Time Management, Series 7, Series 63, Securities, Commodity, Derivatives, Equity Derivatives, Equity Trading, FX trading, Customer Service, Sales, Marketing, Financial Advisory, Mutual Funds, Management, Finance, Alternative Investments, Fixed Annuities, Salesforce.com, CRM, Fixed Income, Bloomberg, Asset Allocation, Portfolio Management, Investment Strategies, Hedge Funds
Education
Ohio University 2002 — 2006
Bachelor of Science, Broadcast Journalism
optionsXpress September 2014 - Present
optionsXpress May 2013 - Present
Skills
Customer Relations, Trading, Equities, Options, Futures, Attention To Detail, Time Management, Series 7, Series 63, Securities, Commodity, Derivatives, Equity Derivatives, Equity Trading, FX trading, Customer Service, Sales, Marketing, Financial Advisory, Mutual Funds, Management, Finance, Alternative Investments, Fixed Annuities, Salesforce.com, CRM, Fixed Income, Bloomberg, Asset Allocation, Portfolio Management, Investment Strategies, Hedge Funds
Education
Ohio University 2002 — 2006
Bachelor of Science, Broadcast Journalism
April Arfa April Arfa's optionsXpress Experience September 2007 - July 2009
Job SVP of Marketing at LIRPAGreen
Industry Marketing and Advertising
Experience
LIRPAGreen March 2009 - Present
ECO Development Group LLC 2010 - 2013
optionsXpress September 2007 - July 2009
ID Media April 2005 - September 2007
Golan Productions September 2004 - April 2005
Viacom November 2001 - September 2004
KSM September 2000 - November 2001
Periscope October 1998 - September 2000
Skills
Direct Marketing
Education
University of Minnesota-Twin Cities 1993 — 1996
BA, Journalism & Marketing
Como Park Senior High
LIRPAGreen March 2009 - Present
ECO Development Group LLC 2010 - 2013
optionsXpress September 2007 - July 2009
ID Media April 2005 - September 2007
Golan Productions September 2004 - April 2005
Viacom November 2001 - September 2004
KSM September 2000 - November 2001
Periscope October 1998 - September 2000
Skills
Direct Marketing
Education
University of Minnesota-Twin Cities 1993 — 1996
BA, Journalism & Marketing
Como Park Senior High
Lisa Caraveo Lisa Caraveo's optionsXpress Experience November 2009 - June 2012
Job PEIMS at El Paso Independent School District
Industry Financial Services
Experience
El Paso Independent School District May 2013 - Present
optionsXpress November 2009 - June 2012
optionsXpress by Charles Schwab January 2009 - January 2012
New York Life Insurance Company September 2003 - July 2009
New York Life Insurance Company January 2003 - January 2009
Southwestern Bell Communications January 1999 - January 2003
Skills
Customer Service..., Case Managment, Administrative..., Office Administration, Typing, Microsoft Office, Outlook, Case Management, Credit, Customer Satisfaction, Microsoft Excel, Operations Management, PowerPoint, Process Improvement, Customer Service, Team Building
Education
University of Phoenix 2007 — 2011
Bachelors Degree, Business Administration
Plano Senior High School 1996 — 1997
High School Diploma
University of Phoenix
Bachelors of Science, Business Administration
El Paso Independent School District May 2013 - Present
optionsXpress November 2009 - June 2012
optionsXpress by Charles Schwab January 2009 - January 2012
New York Life Insurance Company September 2003 - July 2009
New York Life Insurance Company January 2003 - January 2009
Southwestern Bell Communications January 1999 - January 2003
Skills
Customer Service..., Case Managment, Administrative..., Office Administration, Typing, Microsoft Office, Outlook, Case Management, Credit, Customer Satisfaction, Microsoft Excel, Operations Management, PowerPoint, Process Improvement, Customer Service, Team Building
Education
University of Phoenix 2007 — 2011
Bachelors Degree, Business Administration
Plano Senior High School 1996 — 1997
High School Diploma
University of Phoenix
Bachelors of Science, Business Administration
Frank Mandile's optionsXpress Experience April 2013 - Present
Job Student at Robert Morris University
Industry Financial Services
Experience
Mandile Investments 2015 - Present
optionsXpress April 2013 - Present
CBOE February 2010 - April 2013
At Your Service Event Staffing April 2012 - August 2012
CBOE May 2011 - August 2011
Skills
Trading, Microsoft Excel, Options, Finance, Investments, Derivatives, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Baseball History, Equity Trading, Stocks, Economics, Financial Modeling, Financial Markets, Commodity, Equities, Portfolio Management, Bloomberg Terminal, Bloomberg, Stock Market, Strategy, Stock Trading, Financial Accounting, Critical Thinking, stock, Electronic Trading, Capital Markets, Asset Management, Trading Systems, Financial Analysis, Hedge Funds, Sales
Education
Robert Morris University - Illinois 2014 — 2016
Bachelor of Arts (BA), Finance, General
Western Illinois University 2014 — 2016
Accounting, Accounting and Finance
Robert Morris University - Illinois 2012 — 2013
Associate's Degree, Accounting and Business/Management
Mount Carmel High School 2008 — 2012
Mandile Investments 2015 - Present
optionsXpress April 2013 - Present
CBOE February 2010 - April 2013
At Your Service Event Staffing April 2012 - August 2012
CBOE May 2011 - August 2011
Skills
Trading, Microsoft Excel, Options, Finance, Investments, Derivatives, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Baseball History, Equity Trading, Stocks, Economics, Financial Modeling, Financial Markets, Commodity, Equities, Portfolio Management, Bloomberg Terminal, Bloomberg, Stock Market, Strategy, Stock Trading, Financial Accounting, Critical Thinking, stock, Electronic Trading, Capital Markets, Asset Management, Trading Systems, Financial Analysis, Hedge Funds, Sales
Education
Robert Morris University - Illinois 2014 — 2016
Bachelor of Arts (BA), Finance, General
Western Illinois University 2014 — 2016
Accounting, Accounting and Finance
Robert Morris University - Illinois 2012 — 2013
Associate's Degree, Accounting and Business/Management
Mount Carmel High School 2008 — 2012
Jennifer Bessette's optionsXpress Experience March 2009 - June 2010
Job Senior Consultant at Adobe
Industry Marketing and Advertising
Experience
Adobe February 2012 - Present
Neo@Ogilvy June 2010 - February 2012
optionsXpress March 2009 - June 2010
Orbitz Worldwide August 2008 - January 2009
ZS Associates September 2006 - August 2008
US Naval Research Lab May 2003 - August 2004
Skills
Analytics, Web Analytics, Microsoft Excel, DoubleClick, Omniture, Adobe SiteCatalyst, Adobe ReportBuilder, Adobe Insight, SAS, SQL, VBA, Network Monitoring Tools, Affiliate Marketing, Display Advertising, SEO, SEM, Analysis, Integrated Marketing, Web Development, Marketing Strategy, Marketing
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.S. with Honors, General Engineering, Business Administration
Adobe February 2012 - Present
Neo@Ogilvy June 2010 - February 2012
optionsXpress March 2009 - June 2010
Orbitz Worldwide August 2008 - January 2009
ZS Associates September 2006 - August 2008
US Naval Research Lab May 2003 - August 2004
Skills
Analytics, Web Analytics, Microsoft Excel, DoubleClick, Omniture, Adobe SiteCatalyst, Adobe ReportBuilder, Adobe Insight, SAS, SQL, VBA, Network Monitoring Tools, Affiliate Marketing, Display Advertising, SEO, SEM, Analysis, Integrated Marketing, Web Development, Marketing Strategy, Marketing
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.S. with Honors, General Engineering, Business Administration
Gigi (Philip) Conrad's optionsXpress Experience May 2004 - May 2005
Job Business Analyst Senior Consultant at Allstate
Industry Insurance
Experience
Allstate March 2014 - Present
Enzo Milano March 2013 - Present
Xtensify - OSY - Georgie March 2012 - Present
Allstate May 2012 - March 2014
Tricoci University of Beauty Culture May 2008 - May 2012
Signature Days August 2006 - May 2007
Humatal, Homescout Realty June 2005 - August 2005
optionsXpress May 2004 - May 2005
CNA Insurance May 2003 - August 2003
Skills
Event Management, Program Management, College Recruiting, HR Policies, Training & Development, Staff Training, Marketing Strategy, Website Management, Public Speaking, Travel, New Hire Orientation, Order Management, Budget Management, Community Relations, Employee Training, Budgets, Management, Event Planning, Sales, Marketing, New Hire Orientations, Leadership, Analysis, Interviews, Microsoft Excel, Customer Service
Education
Lake Forest Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Global Business
Loyola University 2002 — 2006
Bachelor of Arts, Communications
Tricoci University of Beauty Culture-Chicago 2007 — 2008
Cosmetology License, Cosmetology/Cosmetologist, General
Allstate March 2014 - Present
Enzo Milano March 2013 - Present
Xtensify - OSY - Georgie March 2012 - Present
Allstate May 2012 - March 2014
Tricoci University of Beauty Culture May 2008 - May 2012
Signature Days August 2006 - May 2007
Humatal, Homescout Realty June 2005 - August 2005
optionsXpress May 2004 - May 2005
CNA Insurance May 2003 - August 2003
Skills
Event Management, Program Management, College Recruiting, HR Policies, Training & Development, Staff Training, Marketing Strategy, Website Management, Public Speaking, Travel, New Hire Orientation, Order Management, Budget Management, Community Relations, Employee Training, Budgets, Management, Event Planning, Sales, Marketing, New Hire Orientations, Leadership, Analysis, Interviews, Microsoft Excel, Customer Service
Education
Lake Forest Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Global Business
Loyola University 2002 — 2006
Bachelor of Arts, Communications
Tricoci University of Beauty Culture-Chicago 2007 — 2008
Cosmetology License, Cosmetology/Cosmetologist, General
Russell Huxhold Russell Huxhold's optionsXpress Experience July 2013 - October 2014
Job Product Manager learning to code Ruby on Rails
Industry Information Technology and Services
Experience
optionsXpress July 2013 - October 2014
Stax Inc. May 2013 - July 2013
Raise.com March 2013 - April 2013
vLinks Media September 2011 - December 2012
Revel August 2012 - September 2012
VLinks Media March 2012 - July 2012
midVentures August 2011 - December 2011
GatherPeeps July 2011 - August 2011
OptionsHouse February 2011 - June 2011
Warberg Asset Management May 2010 - January 2011
Skills
Mobile Technology, Start-ups, Product Management, Strategic Partnerships, SaaS, Business Development, Entrepreneurship, Strategy, Marketing, Product Development, Leadership, Management, Marketing Strategy, Mobile Devices, Sales
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance and Entrepreneurship.
University of Wisconsin-Madison 1991 — 1995
BS, Economics
MUHS
optionsXpress July 2013 - October 2014
Stax Inc. May 2013 - July 2013
Raise.com March 2013 - April 2013
vLinks Media September 2011 - December 2012
Revel August 2012 - September 2012
VLinks Media March 2012 - July 2012
midVentures August 2011 - December 2011
GatherPeeps July 2011 - August 2011
OptionsHouse February 2011 - June 2011
Warberg Asset Management May 2010 - January 2011
Skills
Mobile Technology, Start-ups, Product Management, Strategic Partnerships, SaaS, Business Development, Entrepreneurship, Strategy, Marketing, Product Development, Leadership, Management, Marketing Strategy, Mobile Devices, Sales
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance and Entrepreneurship.
University of Wisconsin-Madison 1991 — 1995
BS, Economics
MUHS
Sanjeeva Kapa Sanjeeva Kapa's optionsXpress Experience May 2008 - January 2009
Job Technical Delivery Manager at Deloitte
Industry Information Technology and Services
Experience
Deloitte October 2014 - Present
Deloitte January 2009 - Present
optionsXpress May 2008 - January 2009
TransUnion 2006 - 2008
Deloitte 2004 - 2006
Verizon Wireless 2004 - 2004
Intel Corporation 2003 - 2004
Optech Consulting Inc. January 2000 - December 2003
Skills
Agile Methodologies, Quality Center, SDLC
Education
Maulana Azad National Institute of Technology 1996 — 1997
Masters in Technology, Environmental Engineering
Sri Venkateswara University 1991 — 1995
Bachelors in Technology, Civil Engineering
Deloitte October 2014 - Present
Deloitte January 2009 - Present
optionsXpress May 2008 - January 2009
TransUnion 2006 - 2008
Deloitte 2004 - 2006
Verizon Wireless 2004 - 2004
Intel Corporation 2003 - 2004
Optech Consulting Inc. January 2000 - December 2003
Skills
Agile Methodologies, Quality Center, SDLC
Education
Maulana Azad National Institute of Technology 1996 — 1997
Masters in Technology, Environmental Engineering
Sri Venkateswara University 1991 — 1995
Bachelors in Technology, Civil Engineering
Steven Viren Steven Viren's optionsXpress Experience February 2007 - July 2010
Job Team Leader eSurveillance & Privacy at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
Nuveen Investments July 2010 - July 2015
optionsXpress February 2007 - July 2010
Nationwide Financial April 2005 - October 2006
Spherion April 2004 - April 2005
Skills
Financial Services, Options, Mutual Funds, Closed-end Funds, FINRA, Securities, Finance
Education
John Carroll University 1999 — 2003
Bachelor's Degree, Finance
Nuveen Investments July 2015 - Present
Nuveen Investments July 2010 - July 2015
optionsXpress February 2007 - July 2010
Nationwide Financial April 2005 - October 2006
Spherion April 2004 - April 2005
Skills
Financial Services, Options, Mutual Funds, Closed-end Funds, FINRA, Securities, Finance
Education
John Carroll University 1999 — 2003
Bachelor's Degree, Finance
Ibrahem Shekoni Ibrahem Shekoni's optionsXpress Experience April 2014 - March 2015
Job Product Specialist at Facebook
Industry Information Technology and Services
Experience
Facebook April 2015 - Present
optionsXpress April 2014 - March 2015
Phoenix bits LTD November 2012 - September 2013
ActionLink July 2012 - December 2012
District savings and loans July 2009 - October 2011
Skills
Requirements Analysis, Usability Testing, Requirements Gathering, CRM, Product Management, Mobile Applications, User Acceptance Testing, Mobile Devices, Visio, Project Management, Human Computer..., User Interface Design, Change Management, Communication Skills, Start-ups, Agile & Waterfall..., Mobile Technology, Android, iOS, Process Improvement, SDLC, Analysis, Business Process Design, Test Cases, Business Intelligence, Databases, Business Analysis, SAP Netweaver, Software Project..., Testing, XML, SAP BW, Business Process..., IT Strategy, Agile Methodologies, APIs
Education
Brunel University 2012 — 2013
Master's degree, Information Systems and Computing
University of Lagos 2006 — 2010
Bachelor of Science (B.Sc.)
Facebook April 2015 - Present
optionsXpress April 2014 - March 2015
Phoenix bits LTD November 2012 - September 2013
ActionLink July 2012 - December 2012
District savings and loans July 2009 - October 2011
Skills
Requirements Analysis, Usability Testing, Requirements Gathering, CRM, Product Management, Mobile Applications, User Acceptance Testing, Mobile Devices, Visio, Project Management, Human Computer..., User Interface Design, Change Management, Communication Skills, Start-ups, Agile & Waterfall..., Mobile Technology, Android, iOS, Process Improvement, SDLC, Analysis, Business Process Design, Test Cases, Business Intelligence, Databases, Business Analysis, SAP Netweaver, Software Project..., Testing, XML, SAP BW, Business Process..., IT Strategy, Agile Methodologies, APIs
Education
Brunel University 2012 — 2013
Master's degree, Information Systems and Computing
University of Lagos 2006 — 2010
Bachelor of Science (B.Sc.)
Gus Payne Gus Payne's optionsXpress Experience February 2007 - December 2009
Job Sr. Relationship Manager at Beacon Financial Group Wealth Management Services
Industry Financial Services
Experience
Beacon Financial Group - Wealth Management Services June 2011 - Present
optionsXpress February 2007 - December 2009
Scottrade June 2000 - May 2006
Education
Texas State University-San Marcos 2010 — 2014
MS, Sociology
University of Colorado at Boulder 1998 — 2002
BS, Economics
Beacon Financial Group - Wealth Management Services June 2011 - Present
optionsXpress February 2007 - December 2009
Scottrade June 2000 - May 2006
Education
Texas State University-San Marcos 2010 — 2014
MS, Sociology
University of Colorado at Boulder 1998 — 2002
BS, Economics
Doug Miles's optionsXpress Experience January 2008 - August 2011
Job Director of Product at Aperture Group, LLC
Industry Financial Services
Experience
Aperture Group, LLC January 2015 - Present
E*TRADE Financial May 2013 - January 2015
E*TRADE Financial March 2013 - May 2013
E*TRADE Financial October 2011 - March 2013
optionsXpress by Charles Schwab September 2011 - October 2011
optionsXpress January 2008 - August 2011
Self Employed May 2005 - January 2008
Imici May 2000 - May 2005
VoxCap.com August 1998 - May 2000
Realcomp II Ltd 1997 - 1998
Skills
Product Management, Product Strategy, Technical Analysis, Mobile Applications, Cross-functional Team..., Product Marketing, Road Maps, PRD, MRDs, Business Case..., Agile, Scrum, Android, iPhone, iPad, Blackberry, Windows Mobile, Android Tablet, Mobile Internet, Derivatives, Options Strategies, Futures, Stock Trading, Financial Markets, ETFs, Functional..., Requirements Analysis, Requirements Gathering, Product Requirements, Software Requirements, User Requirements, Functional Requirements, Usability Testing, Performance Metrics, Press Releases, Media Relations, Public Relations, Analyst Relations, Trading Systems
Education
Northwestern University 2012 — 2014
Master of Science (MSc), Product Design and Development Management
Michigan State University
BA, Economics, Political Science, Psychology
Aperture Group, LLC January 2015 - Present
E*TRADE Financial May 2013 - January 2015
E*TRADE Financial March 2013 - May 2013
E*TRADE Financial October 2011 - March 2013
optionsXpress by Charles Schwab September 2011 - October 2011
optionsXpress January 2008 - August 2011
Self Employed May 2005 - January 2008
Imici May 2000 - May 2005
VoxCap.com August 1998 - May 2000
Realcomp II Ltd 1997 - 1998
Skills
Product Management, Product Strategy, Technical Analysis, Mobile Applications, Cross-functional Team..., Product Marketing, Road Maps, PRD, MRDs, Business Case..., Agile, Scrum, Android, iPhone, iPad, Blackberry, Windows Mobile, Android Tablet, Mobile Internet, Derivatives, Options Strategies, Futures, Stock Trading, Financial Markets, ETFs, Functional..., Requirements Analysis, Requirements Gathering, Product Requirements, Software Requirements, User Requirements, Functional Requirements, Usability Testing, Performance Metrics, Press Releases, Media Relations, Public Relations, Analyst Relations, Trading Systems
Education
Northwestern University 2012 — 2014
Master of Science (MSc), Product Design and Development Management
Michigan State University
BA, Economics, Political Science, Psychology
Bruce Evans Bruce Evans's optionsXpress Experience 2005 - 2011
Job Managing Director at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners February 1986 - Present
FLEETCOR 2002 - 2014
optionsXpress 2005 - 2011
Unica Corporation 2003 - 2009
Hittite Microwave Corporation 2001 - 2008
Jamba! AG 2003 - 2004
OPNET Technologies 1997 - 2003
Pediatrix Medical Group (later renamed Mednax) 1992 - 1999
Renal Treatment Centers 1990 - 1995
IMRS (later renamed Hyperion) 1991 - 1994
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Vanderbilt University 1977 — 1981
Bachelor of Engineering (BE), Mechanical Engineering and Economics
Summit Partners February 1986 - Present
FLEETCOR 2002 - 2014
optionsXpress 2005 - 2011
Unica Corporation 2003 - 2009
Hittite Microwave Corporation 2001 - 2008
Jamba! AG 2003 - 2004
OPNET Technologies 1997 - 2003
Pediatrix Medical Group (later renamed Mednax) 1992 - 1999
Renal Treatment Centers 1990 - 1995
IMRS (later renamed Hyperion) 1991 - 1994
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Vanderbilt University 1977 — 1981
Bachelor of Engineering (BE), Mechanical Engineering and Economics
Alan Eicker's optionsXpress Experience February 2008 - November 2010
Job UI Engineer at Allstate
Industry Information Technology and Services
Experience
Allstate March 2015 - Present
RealPage, Inc. May 2014 - March 2015
RealPage, Inc. May 2012 - May 2014
Restaurant.com December 2010 - April 2012
optionsXpress February 2008 - November 2010
Leader Graphic Design, Inc. March 2007 - February 2008
Skills
Front-end Development, HTML, XHTML, CSS, CSS3, JavaScript, jQuery Mobile, AJAX, XML, JSON, PHP, MySQL, Rapid Prototyping, User Interface Design, Front-end, HTML 5, Web Development, Agile Methodologies, User Interface, ASP.NET MVC, .NET, ASP, User Experience, Web Applications, Responsive Web..., MVC3, JavaScript Unit Testing, Product Development, User Interface..., Scrum, Agile, Mustache.js, AngularJS, Grunt, jquery, HTML5, jQuery, Responsive Web Design
Education
Columbia College Chicago 1993 — 1997
Bachelors, Graphic Arts
Allstate March 2015 - Present
RealPage, Inc. May 2014 - March 2015
RealPage, Inc. May 2012 - May 2014
Restaurant.com December 2010 - April 2012
optionsXpress February 2008 - November 2010
Leader Graphic Design, Inc. March 2007 - February 2008
Skills
Front-end Development, HTML, XHTML, CSS, CSS3, JavaScript, jQuery Mobile, AJAX, XML, JSON, PHP, MySQL, Rapid Prototyping, User Interface Design, Front-end, HTML 5, Web Development, Agile Methodologies, User Interface, ASP.NET MVC, .NET, ASP, User Experience, Web Applications, Responsive Web..., MVC3, JavaScript Unit Testing, Product Development, User Interface..., Scrum, Agile, Mustache.js, AngularJS, Grunt, jquery, HTML5, jQuery, Responsive Web Design
Education
Columbia College Chicago 1993 — 1997
Bachelors, Graphic Arts
Gina Bracco Gina Bracco's optionsXpress Experience July 2006 - Present
Job Cash Management Manager
Industry Financial Services
Experience
optionsXpress July 2006 - Present
American Cancer Society September 2012 - December 2012
Capital Group August 2004 - June 2006
ABN AMRO Bank N.V. June 2002 - August 2004
Education
Dominican University
Bachlor's, Business Administration; Concentration: Finance and Economics
optionsXpress July 2006 - Present
American Cancer Society September 2012 - December 2012
Capital Group August 2004 - June 2006
ABN AMRO Bank N.V. June 2002 - August 2004
Education
Dominican University
Bachlor's, Business Administration; Concentration: Finance and Economics
Daniel O'Neil Daniel O'Neil's optionsXpress Experience January 2007 - Present
Job EVP at optionsXpress by Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
optionsXpress January 2007 - Present
XPRESSTRADE, LLC 1996 - January 2007
Anspacher & Associates June 1991 - January 2007
Chicago Board Options Exchange 1993 - 1995
Chicago Mercantile Exchange 1991 - 1993
Education
Middlebury College
BA, American Literature, French
The University of Chicago Booth School of Business
MBA, Marketing, Accounting
Charles Schwab September 2011 - Present
optionsXpress January 2007 - Present
XPRESSTRADE, LLC 1996 - January 2007
Anspacher & Associates June 1991 - January 2007
Chicago Board Options Exchange 1993 - 1995
Chicago Mercantile Exchange 1991 - 1993
Education
Middlebury College
BA, American Literature, French
The University of Chicago Booth School of Business
MBA, Marketing, Accounting
Sapna Nagpal Sapna Nagpal's optionsXpress Experience September 2007 - February 2011
Job Senior Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software January 2012 - Present
McKesson February 2011 - January 2012
optionsXpress September 2007 - February 2011
Saint Xavier University August 2005 - May 2007
Seasia Consulting October 2003 - November 2004
Skills
C#, ASP.NET, Agile Methodologies, VB.NET, .NET, Scrum, Microsoft SQL Server, Distributed Systems, Software Development, JavaScript, AJAX, SQL, OOP, XML, Algorithms, Visual Studio, Java, C++, ASP.NET MVC, ASP.NET Web API, WCF, Entity Framework, AngularJS, JSON, SOAP, Amazon Web Services..., Test Driven Development, LINQ, jQuery, Node.js, SOA, AWS, Amazon S3, Amazon CloudFront, Amazon EC2, Bootstrap
Education
Saint Xavier University 2005 — 2007
Master, Computer Science
Panjab University 1999 — 2004
Integrated Bachelors/Masters, Computer Science
Advent Software January 2012 - Present
McKesson February 2011 - January 2012
optionsXpress September 2007 - February 2011
Saint Xavier University August 2005 - May 2007
Seasia Consulting October 2003 - November 2004
Skills
C#, ASP.NET, Agile Methodologies, VB.NET, .NET, Scrum, Microsoft SQL Server, Distributed Systems, Software Development, JavaScript, AJAX, SQL, OOP, XML, Algorithms, Visual Studio, Java, C++, ASP.NET MVC, ASP.NET Web API, WCF, Entity Framework, AngularJS, JSON, SOAP, Amazon Web Services..., Test Driven Development, LINQ, jQuery, Node.js, SOA, AWS, Amazon S3, Amazon CloudFront, Amazon EC2, Bootstrap
Education
Saint Xavier University 2005 — 2007
Master, Computer Science
Panjab University 1999 — 2004
Integrated Bachelors/Masters, Computer Science
Brian Lee Stoner, CFA, CMT's optionsXpress Experience March 2008 - February 2009
Job Financial Markets Professional
Industry Information Technology and Services
Experience
Zacks Investment Research November 2014 - Present
Thomson Reuters February 2009 - September 2014
optionsXpress March 2008 - February 2009
TradeStation Securities October 2003 - September 2007
Wachovia Securities Financial Network April 2003 - October 2003
Quick & Reilly November 2001 - April 2003
Prudential Financial June 2000 - July 2001
Merrill Lynch November 1996 - March 2000
Education
Florida State University - College of Business
BS, Finance
Zacks Investment Research November 2014 - Present
Thomson Reuters February 2009 - September 2014
optionsXpress March 2008 - February 2009
TradeStation Securities October 2003 - September 2007
Wachovia Securities Financial Network April 2003 - October 2003
Quick & Reilly November 2001 - April 2003
Prudential Financial June 2000 - July 2001
Merrill Lynch November 1996 - March 2000
Education
Florida State University - College of Business
BS, Finance
Deepak Naidu Deepak Naidu's optionsXpress Experience December 2006 - September 2011
Job Staff Software Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
optionsXpress December 2006 - September 2011
Illinois Institute of Technology, Facilities Department August 2005 - December 2006
Skills
C#, VB.NET, ASP.NET, ASP.NET MVC, ASP.NET AJAX, WCF, JavaScript, jQuery, XML, HTML, CSS, TFS, SQL, SQL Server Management..., SOA, SDLC, Scrum, Multithreading, Agile Methodologies, Microsoft SQL Server, Java, Web Services, OOP, Options, SOAP, Web Applications
Education
Illinois Institute of Technology 2005 — 2007
Master of Science (M.S.), Computer Science
Modern Education Society College of Engineering 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
Charles Schwab September 2011 - Present
optionsXpress December 2006 - September 2011
Illinois Institute of Technology, Facilities Department August 2005 - December 2006
Skills
C#, VB.NET, ASP.NET, ASP.NET MVC, ASP.NET AJAX, WCF, JavaScript, jQuery, XML, HTML, CSS, TFS, SQL, SQL Server Management..., SOA, SDLC, Scrum, Multithreading, Agile Methodologies, Microsoft SQL Server, Java, Web Services, OOP, Options, SOAP, Web Applications
Education
Illinois Institute of Technology 2005 — 2007
Master of Science (M.S.), Computer Science
Modern Education Society College of Engineering 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
Emre Aydin Emre Aydin's optionsXpress Experience March 2006 - March 2010
Job Lead Software Engineer at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
RBS Markets and International Banking April 2011 - September 2013
MarketAxess March 2010 - April 2011
optionsXpress March 2006 - March 2010
Skills
Electronic Trading, Trading Systems, Financial Markets, C#, Options, Equities, Low Latency, Derivatives, Exchange Connectivity, Java, OOP, FX trading, Trading, Market Data, C++, FIX, Investment Banking, Fixed Income, Order Management, Financial Engineering, Smart Order Routing, Straight Through..., Market Making, CEP, StreamBase
Education
Illinois Institute of Technology 2005 — 2007
MS, Financial Markets / Financial Engineering and Programming
Istanbul Technical University 2000 — 2004
BS, Mechanical Engineering/System Dynamics and Control
Deutsche Bank June 2015 - Present
RBS Markets and International Banking April 2011 - September 2013
MarketAxess March 2010 - April 2011
optionsXpress March 2006 - March 2010
Skills
Electronic Trading, Trading Systems, Financial Markets, C#, Options, Equities, Low Latency, Derivatives, Exchange Connectivity, Java, OOP, FX trading, Trading, Market Data, C++, FIX, Investment Banking, Fixed Income, Order Management, Financial Engineering, Smart Order Routing, Straight Through..., Market Making, CEP, StreamBase
Education
Illinois Institute of Technology 2005 — 2007
MS, Financial Markets / Financial Engineering and Programming
Istanbul Technical University 2000 — 2004
BS, Mechanical Engineering/System Dynamics and Control
Manali Abhyankar Manali Abhyankar's optionsXpress Experience December 2006 - March 2009
Job Sr. Financial Accountant at a Global Clearing Firm
Industry Accounting
Experience
Global Clearing Firm August 2012 - Present
Newedge USA. March 2009 - August 2012
optionsXpress December 2006 - March 2009
Skills
Derivatives, Financial Accounting, Financial Analysis, Mergers & Acquisitions, Auditing, Corporate Finance, Strategic Financial..., Business Analysis, Account Reconciliation, Equities, Capital Markets, Risk Management, Investments, Accounting, Bloomberg, Finance, Internal Controls, General Ledger, Financial Reporting, Financial Risk, Financial Modeling, Accruals, US GAAP, Banking
Education
Loyola University Chicago 2000 — 2004
BA, Accounting/Finance
Global Clearing Firm August 2012 - Present
Newedge USA. March 2009 - August 2012
optionsXpress December 2006 - March 2009
Skills
Derivatives, Financial Accounting, Financial Analysis, Mergers & Acquisitions, Auditing, Corporate Finance, Strategic Financial..., Business Analysis, Account Reconciliation, Equities, Capital Markets, Risk Management, Investments, Accounting, Bloomberg, Finance, Internal Controls, General Ledger, Financial Reporting, Financial Risk, Financial Modeling, Accruals, US GAAP, Banking
Education
Loyola University Chicago 2000 — 2004
BA, Accounting/Finance
Steven Stern Steven Stern's optionsXpress Experience October 2005 - March 2007
Job Customer relations
Industry Financial Services
Experience
Richman Films May 2012 - Present
Coastal Trade Securities April 2009 - March 2012
VT Brokers April 2007 - March 2009
optionsXpress October 2005 - March 2007
Israel A. Englander & Co. February 1995 - September 2005
SBS Group Corp September 1987 - May 1995
Skills
Options, Trading, Trading Systems, Equities, Equity Trading, Electronic Trading, Financial Markets, Capital Markets, Proprietary Trading, Series 7, Portfolio Management, Derivatives
Education
Rider University 1986 — 1988
assoc., Finance
Richman Films May 2012 - Present
Coastal Trade Securities April 2009 - March 2012
VT Brokers April 2007 - March 2009
optionsXpress October 2005 - March 2007
Israel A. Englander & Co. February 1995 - September 2005
SBS Group Corp September 1987 - May 1995
Skills
Options, Trading, Trading Systems, Equities, Equity Trading, Electronic Trading, Financial Markets, Capital Markets, Proprietary Trading, Series 7, Portfolio Management, Derivatives
Education
Rider University 1986 — 1988
assoc., Finance
Tim Driscoll Tim Driscoll's optionsXpress Experience May 2005 - July 2005
Job Developer at Fund Development Services
Industry Financial Services
Roberto Donovan Roberto Donovan's optionsXpress Experience November 2002 - May 2005
Job CCO at TradeKing Advisors, Inc.
Industry Financial Services
Experience
TradeKing October 2014 - Present
TradeKing April 2008 - October 2012
TradeKing May 2005 - April 2008
optionsXpress November 2002 - May 2005
Merrill Lynch October 1999 - May 2001
Suretrade February 1996 - October 1999
Skills
Options, Securities, Equities, Fixed Income, Risk Management, AML, Trading, Investments, Financial Markets, Financial Services, Wealth Management, Banking, Financial Risk, Investment Advisory, Bonds, Equity Trading
Education
Università degli Studi di Firenze 1989 — 1992
Laurea, Business & Economics / Commercial Law
Boston University 1985 — 1989
BA, Economics
The Taft School, Watertown CT 1981 — 1985
High School
TradeKing October 2014 - Present
TradeKing April 2008 - October 2012
TradeKing May 2005 - April 2008
optionsXpress November 2002 - May 2005
Merrill Lynch October 1999 - May 2001
Suretrade February 1996 - October 1999
Skills
Options, Securities, Equities, Fixed Income, Risk Management, AML, Trading, Investments, Financial Markets, Financial Services, Wealth Management, Banking, Financial Risk, Investment Advisory, Bonds, Equity Trading
Education
Università degli Studi di Firenze 1989 — 1992
Laurea, Business & Economics / Commercial Law
Boston University 1985 — 1989
BA, Economics
The Taft School, Watertown CT 1981 — 1985
High School
Audra Miranda Audra Miranda's optionsXpress Experience November 2006 - Present
Job Account Transfer Specialist at optionsXpress
Industry Banking
Experience
optionsXpress November 2006 - Present
ABN AMRO January 2003 - November 2006
Wachovia Securities Financial Network August 1995 - August 2003
Skills
Equities, Options, FINRA, Series 7, Trading, Securities, Mutual Funds, Trading Systems, Series 24, Electronic Trading
Education
Central Piedmont Community College 1993 — 1995
optionsXpress November 2006 - Present
ABN AMRO January 2003 - November 2006
Wachovia Securities Financial Network August 1995 - August 2003
Skills
Equities, Options, FINRA, Series 7, Trading, Securities, Mutual Funds, Trading Systems, Series 24, Electronic Trading
Education
Central Piedmont Community College 1993 — 1995
Kyle Busche Kyle Busche's optionsXpress Experience January 2015 - Present
Job Derivatives Trading Specialist
Industry Financial Services
Experience
optionsXpress January 2015 - Present
IPS Strategic Capital August 2014 - December 2014
CU Denver Boots to Suits August 2013 - December 2014
Veteran Student Organization, UC Denver March 2013 - April 2014
Best Buy November 2011 - August 2012
US Army February 2006 - February 2011
Skills
Military Experience, Leadership, Microsoft Excel, Data Analysis, Sales, Government, Econometrics, Economics, Close Attention to..., Team Leadership, Critical Thinking, Index Options, Operations Research, MS Excel Pivot Tables, Eviews, Salesforce.com, Economic Forecasting, Technical Writing, Customer Service, Mathematics, STATA, SAS, Driving Results, Customer Oriented, Goal Oriented, Intuition, Improvisation, Teaching, Military Operations, Access, Public Speaking, Military
Education
University of Colorado at Denver 2011 — 2014
Bachelor of Arts (B.A.), Economics, 3.85/4.0
Live Oak High School
optionsXpress January 2015 - Present
IPS Strategic Capital August 2014 - December 2014
CU Denver Boots to Suits August 2013 - December 2014
Veteran Student Organization, UC Denver March 2013 - April 2014
Best Buy November 2011 - August 2012
US Army February 2006 - February 2011
Skills
Military Experience, Leadership, Microsoft Excel, Data Analysis, Sales, Government, Econometrics, Economics, Close Attention to..., Team Leadership, Critical Thinking, Index Options, Operations Research, MS Excel Pivot Tables, Eviews, Salesforce.com, Economic Forecasting, Technical Writing, Customer Service, Mathematics, STATA, SAS, Driving Results, Customer Oriented, Goal Oriented, Intuition, Improvisation, Teaching, Military Operations, Access, Public Speaking, Military
Education
University of Colorado at Denver 2011 — 2014
Bachelor of Arts (B.A.), Economics, 3.85/4.0
Live Oak High School
Matthew Tennant's optionsXpress Experience 2000 - 2002
Job Visiting Professor at L'Université Chrétienne du Nord d’Haïti
Industry Religious Institutions
Experience
L'Université Chrétienne du Nord d’Haïti 2013 - Present
Kilmarnock Baptist Church 2009 - Present
Regent's Park College 2008 - 2014
Regent's Park College 2007 - 2008
Richmond Theological Consortium 2006 - 2007
Hickory Baptist Church 2004 - 2006
Matthew Tennant Adventures 2002 - 2004
optionsXpress 2000 - 2002
StockGift.com 1999 - 2000
ProEquities 1997 - 1999
Skills
Preaching, Research, Writing, Public Speaking, Teaching, Problem Solving, Microsoft Office, Supervisory Skills, Excel, Customer Relations, Conflict Resolution, Strategic Planning, Customer Service, Team Building, Mentoring, Analysis, Administration, Fundraising, Word, Budgeting, Non-profits, Social Media, PowerPoint, Community Outreach, Volunteer Management, Negotiation, Editing, Spanish, Planning, Start-ups, Microsoft Word, Budgets, Nonprofits, Microsoft Excel, Staff Development, Social Networking, Curriculum Development, System Administration, Public Relations, Training, Curriculum Design, Pastoral Care, Management, Leadership, Program Development, Organizational..., Religious Studies, Social Justice, Grant Writing, Theology
Education
University of Oxford 2007 — 2014
Doctor of Philosophy (Ph.D.), Theology
University of Oxford 2007 — 2008
MSt, Theology, Moder Doctrine
Baptist Theological Seminary at Richmond 2004 — 2007
MDiv, Theology
University of Alabama at Birmingham 1997 — 1999
MBA, Business
Carson-Newman University 1991 — 1994
BA, Sociology
L'Université Chrétienne du Nord d’Haïti 2013 - Present
Kilmarnock Baptist Church 2009 - Present
Regent's Park College 2008 - 2014
Regent's Park College 2007 - 2008
Richmond Theological Consortium 2006 - 2007
Hickory Baptist Church 2004 - 2006
Matthew Tennant Adventures 2002 - 2004
optionsXpress 2000 - 2002
StockGift.com 1999 - 2000
ProEquities 1997 - 1999
Skills
Preaching, Research, Writing, Public Speaking, Teaching, Problem Solving, Microsoft Office, Supervisory Skills, Excel, Customer Relations, Conflict Resolution, Strategic Planning, Customer Service, Team Building, Mentoring, Analysis, Administration, Fundraising, Word, Budgeting, Non-profits, Social Media, PowerPoint, Community Outreach, Volunteer Management, Negotiation, Editing, Spanish, Planning, Start-ups, Microsoft Word, Budgets, Nonprofits, Microsoft Excel, Staff Development, Social Networking, Curriculum Development, System Administration, Public Relations, Training, Curriculum Design, Pastoral Care, Management, Leadership, Program Development, Organizational..., Religious Studies, Social Justice, Grant Writing, Theology
Education
University of Oxford 2007 — 2014
Doctor of Philosophy (Ph.D.), Theology
University of Oxford 2007 — 2008
MSt, Theology, Moder Doctrine
Baptist Theological Seminary at Richmond 2004 — 2007
MDiv, Theology
University of Alabama at Birmingham 1997 — 1999
MBA, Business
Carson-Newman University 1991 — 1994
BA, Sociology
Fred Cadena Fred Cadena's optionsXpress Experience March 2004 - January 2015
Job Problem Finder | Business Strategist | Data Scientist | CRM Solutions Architect | Salesforce Certified | Philanthropist
Industry Information Technology and Services
Experience
Cloud Sherpas January 2015 - Present
OptionsXpress March 2004 - January 2015
Edward Jones January 2002 - March 2004
Providian Financial December 2000 - December 2001
Excell Agent Services August 1999 - November 2001
Global Research & Recovery August 1997 - August 1999
Skills
Data Science, Strategy, Problem Solving, Problem Identification, Salesforce.com..., Salesforce.com..., Machine Learning, Leadership, Marketing Strategy, Start-ups, Risk Management, Forecasting, Fundraising, Management, Staff Development, Marketing, Options, Finance, Social Media, Strategic Thinking, Leadership Development, Business Development, Building Relationships, Customer Service, Financial Analysis, Equities, Human Resources, Strategic Financial..., Derivatives, Budgets, Non-profit Boards, Financial Modeling, Financial Markets, Series 7, Problem Management, Project Management, CRM, Consulting, Analytics, SaaS, Business Analysis, Salesforce.com, Business Intelligence, Cloud Computing, Change Management, Program Management
Education
Northwestern University 2014 — 2015
Master of Science (MS), Predictive Analytics
The Johns Hopkins University 2014 — 2015
Specialization Certificate, Data Science
Udacity 2014 — 2015
Data Analyst Nanodegree, Data Scieence
DePaul University
Project Management
Eastern Oregon University
Bachelor of Science (B.S.), Marketing & International Business
Cloud Sherpas January 2015 - Present
OptionsXpress March 2004 - January 2015
Edward Jones January 2002 - March 2004
Providian Financial December 2000 - December 2001
Excell Agent Services August 1999 - November 2001
Global Research & Recovery August 1997 - August 1999
Skills
Data Science, Strategy, Problem Solving, Problem Identification, Salesforce.com..., Salesforce.com..., Machine Learning, Leadership, Marketing Strategy, Start-ups, Risk Management, Forecasting, Fundraising, Management, Staff Development, Marketing, Options, Finance, Social Media, Strategic Thinking, Leadership Development, Business Development, Building Relationships, Customer Service, Financial Analysis, Equities, Human Resources, Strategic Financial..., Derivatives, Budgets, Non-profit Boards, Financial Modeling, Financial Markets, Series 7, Problem Management, Project Management, CRM, Consulting, Analytics, SaaS, Business Analysis, Salesforce.com, Business Intelligence, Cloud Computing, Change Management, Program Management
Education
Northwestern University 2014 — 2015
Master of Science (MS), Predictive Analytics
The Johns Hopkins University 2014 — 2015
Specialization Certificate, Data Science
Udacity 2014 — 2015
Data Analyst Nanodegree, Data Scieence
DePaul University
Project Management
Eastern Oregon University
Bachelor of Science (B.S.), Marketing & International Business
Nicholas Ghanma Nicholas Ghanma's optionsXpress Experience March 2007 - December 2009
Job Associate at Ziliak Law, LLC
Industry Law Practice
Experience
Ziliak Law, LLC May 2014 - Present
Alpha Architect, LLC June 2013 - June 2014
Edward Jones 2012 - 2013
Mayer Brown May 2010 - January 2012
optionsXpress March 2007 - December 2009
Mayer Brown May 2009 - August 2009
TCF Bank July 2004 - July 2005
Skills
Securities, Legal Research, Litigation, Legal Writing, Corporate Law, Due Diligence, Commercial Litigation, Corporate Governance, Licensing, Mergers & Acquisitions
Education
DePaul University College of Law 2006 — 2010
J.D., Law, Cum Laude
Miami University 2000 — 2004
BS, Finance
St. Ignatius 1996 — 2000
Ziliak Law, LLC May 2014 - Present
Alpha Architect, LLC June 2013 - June 2014
Edward Jones 2012 - 2013
Mayer Brown May 2010 - January 2012
optionsXpress March 2007 - December 2009
Mayer Brown May 2009 - August 2009
TCF Bank July 2004 - July 2005
Skills
Securities, Legal Research, Litigation, Legal Writing, Corporate Law, Due Diligence, Commercial Litigation, Corporate Governance, Licensing, Mergers & Acquisitions
Education
DePaul University College of Law 2006 — 2010
J.D., Law, Cum Laude
Miami University 2000 — 2004
BS, Finance
St. Ignatius 1996 — 2000
Dale Jennings's optionsXpress Experience April 2012 - Present
Job Trading Specialist at optionsXpress
Industry Financial Services
Experience
optionsXpress April 2012 - Present
Charles Schwab October 2008 - April 2012
TD Ameritrade June 2006 - September 2008
Skills
Series 63, Series 7, Series 24, Series 34, Series 4, Series 3
Education
Florida State University
BS, Economics
optionsXpress April 2012 - Present
Charles Schwab October 2008 - April 2012
TD Ameritrade June 2006 - September 2008
Skills
Series 63, Series 7, Series 24, Series 34, Series 4, Series 3
Education
Florida State University
BS, Economics
Brandon Calderon Brandon Calderon's optionsXpress Experience September 2004 - January 2008
Job Bartender/Server at The State Line
Industry Food & Beverages
Experience
Aceitunas Beer Garden May 2011 - Present
The State Line May 2008 - Present
optionsXpress September 2004 - January 2008
Education
The University of Texas at El Paso 2008 — 2012
Pending, Finance
Aceitunas Beer Garden May 2011 - Present
The State Line May 2008 - Present
optionsXpress September 2004 - January 2008
Education
The University of Texas at El Paso 2008 — 2012
Pending, Finance
Kevin Warmack, E.J.D. Kevin Warmack, E.J.D.'s optionsXpress Experience December 2007 - March 2008
Job Experienced and Knowledgable Compliance Officer
Industry Financial Services
Experience
Unlimited Freedom Compliance Consulting January 2010 - Present
Experis, Inc October 2013 - March 2014
Blaylock Robert Van, LLC August 2009 - January 2010
SBK Brooks Investment Corp. June 2008 - August 2009
optionsXpress December 2007 - March 2008
National Compliance Consultants, Inc September 2001 - October 2007
CMG Institutional Brokerage November 2001 - February 2002
Man Financial, Inc January 2001 - November 2001
Melvin Securities December 1997 - December 2000
Warmack Consulting, Ltd October 1996 - December 1997
Skills
Compliance Audits, Document Drafting, Legal Research, Compliance, Ethics, Governance, AML, Corporate Governance, Legal Writing, Westlaw, Policy, Broker-Dealer Compliance, Quality Auditing, FINRA, Hedge Funds, Securities, Investments, Securities Regulation, Finance, Training, Private Equity, Financial Regulation, Series 7, Broker-Dealer, Due Diligence, Leadership, Asset Management, Alternative Investments, Financial Services, KYC, USA PATRIOT Act, Series 63, SEC, Mutual Funds, Bank Secrecy Act, Trading, Regulations, Legal Compliance, Operational Risk, Investment Advisers Act, OFAC, Fraud, Investment Company Act, Investment Advisory, Compliance Training, Financial Institutions, Capital Markets, Series 24, Anti Money Laundering, Investment Management
Education
Concord Law School - Kaplan University 2006 — 2011
Executive Juris Doctorate (E.J.D.)
Ripon College 1975 — 1979
A.B.
Harvard St. George School 1971 — 1975
High School Diploma
Unlimited Freedom Compliance Consulting January 2010 - Present
Experis, Inc October 2013 - March 2014
Blaylock Robert Van, LLC August 2009 - January 2010
SBK Brooks Investment Corp. June 2008 - August 2009
optionsXpress December 2007 - March 2008
National Compliance Consultants, Inc September 2001 - October 2007
CMG Institutional Brokerage November 2001 - February 2002
Man Financial, Inc January 2001 - November 2001
Melvin Securities December 1997 - December 2000
Warmack Consulting, Ltd October 1996 - December 1997
Skills
Compliance Audits, Document Drafting, Legal Research, Compliance, Ethics, Governance, AML, Corporate Governance, Legal Writing, Westlaw, Policy, Broker-Dealer Compliance, Quality Auditing, FINRA, Hedge Funds, Securities, Investments, Securities Regulation, Finance, Training, Private Equity, Financial Regulation, Series 7, Broker-Dealer, Due Diligence, Leadership, Asset Management, Alternative Investments, Financial Services, KYC, USA PATRIOT Act, Series 63, SEC, Mutual Funds, Bank Secrecy Act, Trading, Regulations, Legal Compliance, Operational Risk, Investment Advisers Act, OFAC, Fraud, Investment Company Act, Investment Advisory, Compliance Training, Financial Institutions, Capital Markets, Series 24, Anti Money Laundering, Investment Management
Education
Concord Law School - Kaplan University 2006 — 2011
Executive Juris Doctorate (E.J.D.)
Ripon College 1975 — 1979
A.B.
Harvard St. George School 1971 — 1975
High School Diploma
Tim Casady Tim Casady's optionsXpress Experience 2005 - Present
Job Senior Quality Assurance at optionsXpress
Industry Financial Services
Experience
optionsXpress 2005 - Present
Tek Systems 2004 - 2005
Precise Solutions 2002 - 2004
SEI Information Technology 1994 - 2002
Skills
SQL, ETL, Technical Writing, Quality Assurance, Testing, Databases
Education
Iowa State University 1991 — 1993
M.A., Business/Technical Communication
Briar Cliff College 1987 — 1991
B.A., English
optionsXpress 2005 - Present
Tek Systems 2004 - 2005
Precise Solutions 2002 - 2004
SEI Information Technology 1994 - 2002
Skills
SQL, ETL, Technical Writing, Quality Assurance, Testing, Databases
Education
Iowa State University 1991 — 1993
M.A., Business/Technical Communication
Briar Cliff College 1987 — 1991
B.A., English
Connor Noonan Connor Noonan's optionsXpress Experience 2013 - 2014
Job Analyst
Industry Investment Management
Experience
optionsXpress 2013 - 2014
Selerity April 2013 - July 2013
Geneva Trading August 2011 - March 2013
Castlestone Management June 2010 - June 2011
Tibra Trading January 2009 - January 2010
Infinium Capital Management 2003 - July 2008
Skills
Commodity, Trading, Hedge Funds, Commodity Markets, Derivatives, Trading Strategies, Soft Commodities, Proprietary Trading, Portfolio Management, Hedging, Market Making, Bloomberg, Risk Management, Microsoft Excel, Financial Modeling, Investments, Arbitrage, Series 7, Financial Markets, Fixed Income
Education
The University of Kansas 1998 — 2002
BS, Business Administration/ Political Science
University of Colorado Boulder 1999 — 1999
optionsXpress 2013 - 2014
Selerity April 2013 - July 2013
Geneva Trading August 2011 - March 2013
Castlestone Management June 2010 - June 2011
Tibra Trading January 2009 - January 2010
Infinium Capital Management 2003 - July 2008
Skills
Commodity, Trading, Hedge Funds, Commodity Markets, Derivatives, Trading Strategies, Soft Commodities, Proprietary Trading, Portfolio Management, Hedging, Market Making, Bloomberg, Risk Management, Microsoft Excel, Financial Modeling, Investments, Arbitrage, Series 7, Financial Markets, Fixed Income
Education
The University of Kansas 1998 — 2002
BS, Business Administration/ Political Science
University of Colorado Boulder 1999 — 1999
Carmin Nuccio Carmin Nuccio's optionsXpress Experience April 2013 - December 2013
Job Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - May 2015
Wells Fargo February 2014 - June 2014
optionsXpress April 2013 - December 2013
Charles Schwab October 2012 - March 2013
Cisco Systems May 2012 - September 2012
Wells Fargo August 2009 - April 2012
Autodesk September 2009 - March 2012
Wells Fargo February 2009 - August 2009
Autodesk September 2008 - March 2009
Wells Fargo Bank September 2008 - January 2009
Skills
RIA, Direct Marketing, Marketing, Marketing Communications, Financial Services, Relationship Management, Vendor Management, Analytics, Demand Generation, Lead Generation, Product Management, Multi-channel Marketing, Email Marketing, Segmentation, Cross-functional Team..., Competitive Analysis, Product Marketing, Salesforce.com, Marketing Management, Integrated Marketing, Regulatory Compliance..., Event Management, Event Planning, Corporate Events, Marketing Strategy, Project Management, Business Development
Education
University of Colorado Boulder 1990 — 1993
BS - Business Administration
Arapahoe High School
Wells Fargo September 2014 - May 2015
Wells Fargo February 2014 - June 2014
optionsXpress April 2013 - December 2013
Charles Schwab October 2012 - March 2013
Cisco Systems May 2012 - September 2012
Wells Fargo August 2009 - April 2012
Autodesk September 2009 - March 2012
Wells Fargo February 2009 - August 2009
Autodesk September 2008 - March 2009
Wells Fargo Bank September 2008 - January 2009
Skills
RIA, Direct Marketing, Marketing, Marketing Communications, Financial Services, Relationship Management, Vendor Management, Analytics, Demand Generation, Lead Generation, Product Management, Multi-channel Marketing, Email Marketing, Segmentation, Cross-functional Team..., Competitive Analysis, Product Marketing, Salesforce.com, Marketing Management, Integrated Marketing, Regulatory Compliance..., Event Management, Event Planning, Corporate Events, Marketing Strategy, Project Management, Business Development
Education
University of Colorado Boulder 1990 — 1993
BS - Business Administration
Arapahoe High School
Eric McWhorter's optionsXpress Experience 2000 - 2000
Job
Industry Information Technology and Services
Experience
Aurora Investment Management, LLC March 2010 - Present
Hubbard One August 2007 - March 2010
Credit Interlink, Inc. October 2004 - August 2007
GTG 2004 - 2005
Cometlink Communications, Inc April 1999 - September 2004
Hubbard One May 2001 - September 2003
optionsXpress 2000 - 2000
ZELLWEGER ANALYTICS, INC. 1995 - 1997
Skills
SQL, System Design, JavaScript, Integration, Management, System Architecture, Software Development, Linux, jQuery, Networking, XML, SharePoint, Java, Windows, SDLC, Software Project..., Microsoft SQL Server, Perl, Business Intelligence, Enterprise Architecture, Software Engineering, Agile Methodologies, Unix, .NET, Web Applications, C#, Web Services, Java Enterprise Edition, MySQL, Scrum
Education
University of Illinois at Chicago 1998 — 2000
Western Illinois University 1993 — 1995
University of Illinois at Urbana-Champaign 1991 — 1992
Illinois Math and Science Academy 1988 — 1991
Diploma
Aurora Investment Management, LLC March 2010 - Present
Hubbard One August 2007 - March 2010
Credit Interlink, Inc. October 2004 - August 2007
GTG 2004 - 2005
Cometlink Communications, Inc April 1999 - September 2004
Hubbard One May 2001 - September 2003
optionsXpress 2000 - 2000
ZELLWEGER ANALYTICS, INC. 1995 - 1997
Skills
SQL, System Design, JavaScript, Integration, Management, System Architecture, Software Development, Linux, jQuery, Networking, XML, SharePoint, Java, Windows, SDLC, Software Project..., Microsoft SQL Server, Perl, Business Intelligence, Enterprise Architecture, Software Engineering, Agile Methodologies, Unix, .NET, Web Applications, C#, Web Services, Java Enterprise Edition, MySQL, Scrum
Education
University of Illinois at Chicago 1998 — 2000
Western Illinois University 1993 — 1995
University of Illinois at Urbana-Champaign 1991 — 1992
Illinois Math and Science Academy 1988 — 1991
Diploma
Rick Tomsic Rick Tomsic's optionsXpress Experience 2008 - 2011
Job CEO and Founder at Tradovate, LLC
Industry Financial Services
Experience
Tradovate, LLC June 2014 - Present
Tomsic Holdings, LLC October 2001 - Present
GAIN Capital September 2012 - August 2013
Open E Cry, LLC January 2002 - August 2013
Charles Schwab August 2011 - August 2012
optionsXpress 2008 - 2011
Paragon Futures Group, Inc. 1999 - 2002
Paragon Trading, Inc. 1996 - 1999
EDS Group 1988 - 1994
Skills
Investments, Commodity, Options, Electronic Trading, Derivatives, Financial Markets, Alternative Investments, Trading, Futures, Trading Software, Entrepreneurship, Start-ups, Private Equity, Risk Management
Education
Kent State University 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Tradovate, LLC June 2014 - Present
Tomsic Holdings, LLC October 2001 - Present
GAIN Capital September 2012 - August 2013
Open E Cry, LLC January 2002 - August 2013
Charles Schwab August 2011 - August 2012
optionsXpress 2008 - 2011
Paragon Futures Group, Inc. 1999 - 2002
Paragon Trading, Inc. 1996 - 1999
EDS Group 1988 - 1994
Skills
Investments, Commodity, Options, Electronic Trading, Derivatives, Financial Markets, Alternative Investments, Trading, Futures, Trading Software, Entrepreneurship, Start-ups, Private Equity, Risk Management
Education
Kent State University 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Jeff Gelman Jeff Gelman's optionsXpress Experience April 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
optionsXpress April 2014 - Present
OptionsHouse October 2013 - April 2014
MassMutual Financial Group May 2013 - October 2013
TCF Inventory Finance, Inc. September 2011 - May 2013
Skills
Banking, Investments, Finance, Series 7, Customer Service, Credit, Series 66, Trading, Customer Experience, Investment Advisory, Options, Equity Derivatives, Options Strategies, Equity Trading, Microsoft Excel, Futures Trading, Financial Services, Securities, Bonds, Series 3, Derivatives
Education
DePaul University 2009 — 2011
Bachelor of Science (BS), Finance, General
Benedictine University 2007 — 2008
Charles Schwab May 2015 - Present
optionsXpress April 2014 - Present
OptionsHouse October 2013 - April 2014
MassMutual Financial Group May 2013 - October 2013
TCF Inventory Finance, Inc. September 2011 - May 2013
Skills
Banking, Investments, Finance, Series 7, Customer Service, Credit, Series 66, Trading, Customer Experience, Investment Advisory, Options, Equity Derivatives, Options Strategies, Equity Trading, Microsoft Excel, Futures Trading, Financial Services, Securities, Bonds, Series 3, Derivatives
Education
DePaul University 2009 — 2011
Bachelor of Science (BS), Finance, General
Benedictine University 2007 — 2008
Crysti Couture's optionsXpress Experience March 2010 - July 2010
Job Social & Multimedia Coordinator at Destination El Paso
Industry Leisure, Travel & Tourism
Experience
Destination El Paso February 2013 - Present
Texas Trost Society March 2014 - Present
Fusion Magazine May 2012 - Present
El Paso Times November 2011 - February 2013
SMG Events June 2012 - September 2012
915 Lifestyle January 2012 - July 2012
Rio Grande Council of Governments January 2011 - September 2011
optionsXpress March 2010 - July 2010
ENMR Plateau Telecommunications September 2008 - February 2010
SEI, LLC February 2007 - February 2008
Skills
Customer Service, Planning, Testing, SharePoint, Customer Relations, Scheduling, Organizing, Technical Writing, Wireless Networking, Wireless Voice, Writing, Feature Writing, Creative Writing, Writing Skills, Fine Art, Public Speaking, Customer Satisfaction, Filing, Health Insurance, Healthcare, Geriatrics, Editing, Social Media, Email Marketing, Purchasing, Blackberry OS, Event Planning, Wordpress, Windows Mobile, Social Media Marketing, Data Maintenance, Event Management, Blogging, Proposal Writing, Research, Wireless, Online Advertising, Networking, Project Planning, Process Scheduler, Copywriting, Salesforce.com, Social Networking, Facebook, Public Relations, Community Outreach, Photography, Entertainment, Advertising, WordPress
Education
The University of Texas at El Paso 2005 — 2007
Multimedia Journalism, 3.5
National Institute of Social Media
Social Media Strategist
Destination El Paso February 2013 - Present
Texas Trost Society March 2014 - Present
Fusion Magazine May 2012 - Present
El Paso Times November 2011 - February 2013
SMG Events June 2012 - September 2012
915 Lifestyle January 2012 - July 2012
Rio Grande Council of Governments January 2011 - September 2011
optionsXpress March 2010 - July 2010
ENMR Plateau Telecommunications September 2008 - February 2010
SEI, LLC February 2007 - February 2008
Skills
Customer Service, Planning, Testing, SharePoint, Customer Relations, Scheduling, Organizing, Technical Writing, Wireless Networking, Wireless Voice, Writing, Feature Writing, Creative Writing, Writing Skills, Fine Art, Public Speaking, Customer Satisfaction, Filing, Health Insurance, Healthcare, Geriatrics, Editing, Social Media, Email Marketing, Purchasing, Blackberry OS, Event Planning, Wordpress, Windows Mobile, Social Media Marketing, Data Maintenance, Event Management, Blogging, Proposal Writing, Research, Wireless, Online Advertising, Networking, Project Planning, Process Scheduler, Copywriting, Salesforce.com, Social Networking, Facebook, Public Relations, Community Outreach, Photography, Entertainment, Advertising, WordPress
Education
The University of Texas at El Paso 2005 — 2007
Multimedia Journalism, 3.5
National Institute of Social Media
Social Media Strategist
Giraldo Rosales Giraldo Rosales's optionsXpress Experience December 2010 - June 2011
Job Software Engineer at GrubHub
Industry Internet
Experience
GrubHub July 2015 - Present
United Foundation for Arts & Technology July 2014 - Present
Nitrogen Labs, Inc. January 2010 - Present
Raise.com April 2015 - July 2015
ADP July 2013 - April 2015
AbelsonTaylor, Inc. June 2011 - June 2013
optionsXpress December 2010 - June 2011
Chicago Tribune Media Group August 2010 - December 2010
INXPO October 2009 - June 2010
Design Kitchen, Inc. February 2007 - October 2009
Skills
Objective-C, AS3, PHP, Apache, MySQL, Linux Server, XML, AJAX, CSS, HTML, HTML5, CSS3, Flex, JavaScript, Java, Mac OS X, Photoshop, InDesign, Illustrator, JSON, HTML 5, User Interface Design, Flash, ActionScript, OS X, Adobe Creative Suite, Web Development, Web Design, User Experience, Front-end
Education
University of Illinois at Urbana-Champaign 1998 — 1999
Computer Science
GrubHub July 2015 - Present
United Foundation for Arts & Technology July 2014 - Present
Nitrogen Labs, Inc. January 2010 - Present
Raise.com April 2015 - July 2015
ADP July 2013 - April 2015
AbelsonTaylor, Inc. June 2011 - June 2013
optionsXpress December 2010 - June 2011
Chicago Tribune Media Group August 2010 - December 2010
INXPO October 2009 - June 2010
Design Kitchen, Inc. February 2007 - October 2009
Skills
Objective-C, AS3, PHP, Apache, MySQL, Linux Server, XML, AJAX, CSS, HTML, HTML5, CSS3, Flex, JavaScript, Java, Mac OS X, Photoshop, InDesign, Illustrator, JSON, HTML 5, User Interface Design, Flash, ActionScript, OS X, Adobe Creative Suite, Web Development, Web Design, User Experience, Front-end
Education
University of Illinois at Urbana-Champaign 1998 — 1999
Computer Science
Margaret O'Kelley Margaret O'Kelley's optionsXpress Experience July 2012 - August 2013
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
optionsXpress July 2012 - August 2013
Morgan Stanley Smith Barney July 2003 - October 2011
Morgan Stanley Dean Witter July 1995 - July 2003
Skills
Financial Services, Investment Strategies, Retirement Planning, Customer Service, Client Relations, Client Development, Asset Allocation, Event Planning, Social Networking
Education
New Mexico State University 1981 — 1983
Bachelor of Arts (BA), Anthropology
Hamilton High School East
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
optionsXpress July 2012 - August 2013
Morgan Stanley Smith Barney July 2003 - October 2011
Morgan Stanley Dean Witter July 1995 - July 2003
Skills
Financial Services, Investment Strategies, Retirement Planning, Customer Service, Client Relations, Client Development, Asset Allocation, Event Planning, Social Networking
Education
New Mexico State University 1981 — 1983
Bachelor of Arts (BA), Anthropology
Hamilton High School East
Charles Koester Charles Koester's optionsXpress Experience March 2004 - July 2004
Job Trade Representative at NYSE Euronext
Industry Financial Services
Experience
NYSE March 2006 - December 2014
NYSE March 2006 - December 2014
Merrill Lynch July 2004 - March 2006
optionsXpress March 2004 - July 2004
ABN AMRO Bank N.V. November 2002 - March 2004
Merrill Lynch September 2002 - November 2002
TFM Investment Group/Midland Trading August 1999 - March 2002
First Options Of Chicago May 1993 - August 1999
Shearson Lehman American Express December 1982 - May 1993
Skills
Securities, Equities, Trading Systems, Trading, Financial Markets, Electronic Trading, Investments, Options, Market Making, Derivatives, Equity Trading
Education
Chicago State University
Florissant Valley Community College
Business administration
NYSE March 2006 - December 2014
NYSE March 2006 - December 2014
Merrill Lynch July 2004 - March 2006
optionsXpress March 2004 - July 2004
ABN AMRO Bank N.V. November 2002 - March 2004
Merrill Lynch September 2002 - November 2002
TFM Investment Group/Midland Trading August 1999 - March 2002
First Options Of Chicago May 1993 - August 1999
Shearson Lehman American Express December 1982 - May 1993
Skills
Securities, Equities, Trading Systems, Trading, Financial Markets, Electronic Trading, Investments, Options, Market Making, Derivatives, Equity Trading
Education
Chicago State University
Florissant Valley Community College
Business administration
Raquel Sims MHA. Raquel Sims MHA.'s optionsXpress Experience July 2014 - February 2015
Job Administrative Assistant at RP Radiology Partners
Industry Health, Wellness and Fitness
Experience
RP Radiology Partners March 2015 - Present
optionsXpress July 2014 - February 2015
THE LARKOGROUP/ ABN AMRO CLEARING CHICAGO May 2011 - July 2014
Silver Cross Hospital 2011 - 2011
Governors State University 2009 - 2009
Aunt Martha's Youth Service Center September 2008 - December 2008
Lakeshore Athletic Club 2006 - 2007
G&G Retail 1999 - 2006
Skills
Microsoft Office, Customer Service, Research, Budgets, Public Speaking, Strategic Planning, Negotiation, Budget Management, Benefits Administration, OSHA, ERISA, COBRA, Medicare and Medicaid..., HIPPA, HCAHPS, PPACA, Oasis, SharePoint, JCAHO, Change Transition..., Critical Performance..., Behavior Based..., Cased Based Interviewing, Organizational Diversity, Onboarding, HIPAA, Recruiting, Human Resources, Employee Training, Data Entry, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Time Management, Customer Satisfaction, Nonprofits, Healthcare, Sales
Education
Governors State University 2009 — 2011
Master of Health Administration, Health/Health Care Administration/Management
Governors State University 2006 — 2008
Bachelor of Health Administration, Health/Health Care Administration/Management
RP Radiology Partners March 2015 - Present
optionsXpress July 2014 - February 2015
THE LARKOGROUP/ ABN AMRO CLEARING CHICAGO May 2011 - July 2014
Silver Cross Hospital 2011 - 2011
Governors State University 2009 - 2009
Aunt Martha's Youth Service Center September 2008 - December 2008
Lakeshore Athletic Club 2006 - 2007
G&G Retail 1999 - 2006
Skills
Microsoft Office, Customer Service, Research, Budgets, Public Speaking, Strategic Planning, Negotiation, Budget Management, Benefits Administration, OSHA, ERISA, COBRA, Medicare and Medicaid..., HIPPA, HCAHPS, PPACA, Oasis, SharePoint, JCAHO, Change Transition..., Critical Performance..., Behavior Based..., Cased Based Interviewing, Organizational Diversity, Onboarding, HIPAA, Recruiting, Human Resources, Employee Training, Data Entry, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Time Management, Customer Satisfaction, Nonprofits, Healthcare, Sales
Education
Governors State University 2009 — 2011
Master of Health Administration, Health/Health Care Administration/Management
Governors State University 2006 — 2008
Bachelor of Health Administration, Health/Health Care Administration/Management
Nancy Robles's optionsXpress Experience 2006 - January 2009
Job Head of Marketing NADEX
Industry Financial Services
Experience
Nadex March 2013 - Present
tradeMONSTER January 2009 - March 2013
optionsXpress 2006 - January 2009
West Corporation / Intercall 2004 - 2006
Skills
Series 7, Online Marketing, Email Marketing, Direct Marketing, Web Analytics, Marketing Strategy, SEM, SEO, Customer Acquisition, Marketing Communications, Online Advertising, Digital Marketing, Lead Generation, Marketing, Salesforce.com, Management, Strategy
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science, Marketing
Spanish American Institute 2003 — 2003
International Business, Marketing
Nadex March 2013 - Present
tradeMONSTER January 2009 - March 2013
optionsXpress 2006 - January 2009
West Corporation / Intercall 2004 - 2006
Skills
Series 7, Online Marketing, Email Marketing, Direct Marketing, Web Analytics, Marketing Strategy, SEM, SEO, Customer Acquisition, Marketing Communications, Online Advertising, Digital Marketing, Lead Generation, Marketing, Salesforce.com, Management, Strategy
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science, Marketing
Spanish American Institute 2003 — 2003
International Business, Marketing
Carlo Caunca's optionsXpress Experience March 2014 - Present
Job Software Engineer at optionsXpress
Industry Computer Software
Experience
optionsXpress March 2014 - Present
RSA Medical November 2012 - March 2014
TCF Inventory Finance October 2011 - November 2012
Volition, Inc September 2010 - October 2011
Skills
C#, Visual Basic, Microsoft SQL Server, Microsoft Excel, Databases, .NET, SQL, Video Games, C++, Testing, Microsoft Visual Studio..., VBA, Hansoft, Microsoft Word, Oracle SQL
Education
University of Illinois at Urbana-Champaign 2005 — 2010
Bachelor's, Computer Science
Bartlett High School 2001 — 2005
optionsXpress March 2014 - Present
RSA Medical November 2012 - March 2014
TCF Inventory Finance October 2011 - November 2012
Volition, Inc September 2010 - October 2011
Skills
C#, Visual Basic, Microsoft SQL Server, Microsoft Excel, Databases, .NET, SQL, Video Games, C++, Testing, Microsoft Visual Studio..., VBA, Hansoft, Microsoft Word, Oracle SQL
Education
University of Illinois at Urbana-Champaign 2005 — 2010
Bachelor's, Computer Science
Bartlett High School 2001 — 2005
Jon Broenen's optionsXpress Experience 2005 - 2006
Job Stanford Certified Advanced Project Manager
Industry Internet
Experience
Vista Solar, Inc. September 2015 - Present
Captricity 2014 - Present
Comcourse 2007 - 2014
optionsXpress 2005 - 2006
Incubate L.A. 2003 - 2005
Skills
E-Learning, Instructional Design, Strategy, Strategic Planning, Business Strategy, Coaching, Change Management, Cross-functional Team..., Leadership Development, Program Management, Start-ups, Product Management, Product Development, Team Leadership, Process Improvement, Team Building, Team Management, Organizational..., Instructional Technology, Budgets, Project Planning, Negotiation, Business Process..., New Business Development, Partner Management, Partner Relationship..., Stakeholder Engagement, Training & Development, Contract Negotiation, Collaborative Problem..., Agile Methodologies, Project Portfolio..., Problem Solving, Operations Management, Business Planning, Performance Management, Process Engineering, Organizational Design, Agile Project Management, Project Management, Business Development
Education
Stanford University
SCPM, Advanced Project Management
Humboldt State University
BA, Mass Communications and Digital Media
Vista Solar, Inc. September 2015 - Present
Captricity 2014 - Present
Comcourse 2007 - 2014
optionsXpress 2005 - 2006
Incubate L.A. 2003 - 2005
Skills
E-Learning, Instructional Design, Strategy, Strategic Planning, Business Strategy, Coaching, Change Management, Cross-functional Team..., Leadership Development, Program Management, Start-ups, Product Management, Product Development, Team Leadership, Process Improvement, Team Building, Team Management, Organizational..., Instructional Technology, Budgets, Project Planning, Negotiation, Business Process..., New Business Development, Partner Management, Partner Relationship..., Stakeholder Engagement, Training & Development, Contract Negotiation, Collaborative Problem..., Agile Methodologies, Project Portfolio..., Problem Solving, Operations Management, Business Planning, Performance Management, Process Engineering, Organizational Design, Agile Project Management, Project Management, Business Development
Education
Stanford University
SCPM, Advanced Project Management
Humboldt State University
BA, Mass Communications and Digital Media
Deming Payne, AAMS®'s optionsXpress Experience November 2012 - January 2014
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab January 2014 - February 2015
optionsXpress November 2012 - January 2014
Charles Schwab June 2011 - November 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Economics, Philosophy, Psychology
Charles Schwab March 2015 - Present
Charles Schwab January 2014 - February 2015
optionsXpress November 2012 - January 2014
Charles Schwab June 2011 - November 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Economics, Philosophy, Psychology
Gautam Sobti Gautam Sobti's optionsXpress Experience January 2015 - Present
Job Derivatives Trading Specialist at optionsXpress by Charles Schwab
Industry Financial Services
Experience
optionsXpress January 2015 - Present
DeVry University April 2011 - January 2015
ITT Technical Institute September 2009 - April 2011
UBS Financial Services November 2000 - May 2009
Salomon Smith Barney January 2000 - November 2000
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Benedictine University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
optionsXpress January 2015 - Present
DeVry University April 2011 - January 2015
ITT Technical Institute September 2009 - April 2011
UBS Financial Services November 2000 - May 2009
Salomon Smith Barney January 2000 - November 2000
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Benedictine University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Milewski Michael Milewski's optionsXpress Experience June 2015 - August 2015
Job Clearing House Market Risk Intern at CME Group
Industry Financial Services
Experience
CME Group September 2015 - Present
Athreon January 2015 - Present
optionsXpress June 2015 - August 2015
Fifth Third Bank 2012 - 2013
Skills
Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Accounting, Banking, Public Speaking, Data Entry, Analysis, Outlook, Teamwork, Derivatives
Education
DePaul University 2014 — 2016
Bachelor of Science (B.S.), Finance
Harper College 2012 — 2014
Associate of Arts (A.A.)
CME Group September 2015 - Present
Athreon January 2015 - Present
optionsXpress June 2015 - August 2015
Fifth Third Bank 2012 - 2013
Skills
Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Accounting, Banking, Public Speaking, Data Entry, Analysis, Outlook, Teamwork, Derivatives
Education
DePaul University 2014 — 2016
Bachelor of Science (B.S.), Finance
Harper College 2012 — 2014
Associate of Arts (A.A.)
Betsy Grossman Betsy Grossman's optionsXpress Experience 2000 - 2002
Job Professional
Industry Design
Experience
Boenning & Scattergood, Inc. 2007 - 2008
Vanguard 2003 - 2005
The Perfect SetUp, Inc 2002 - 2004
optionsXpress 2000 - 2002
William Blair & Company 1996 - 2001
Skills
Customer Service, Entrepreneurship, Event Planning, Public Speaking, Teaching, Event Management, Coaching, Training, Leadership, Microsoft Office, Research, Electronic Trading, Options, Creative Problem Solving, Qualified Retirement..., Broker-Dealer, Broker-Dealer Operations, PowerPoint, Coordinating Events, Microsoft Excel, Web Design
Education
Harcum College 2014 — 2017
Interior Design
Loyola University of Chicago 1996 — 2001
Finance, General
Boenning & Scattergood, Inc. 2007 - 2008
Vanguard 2003 - 2005
The Perfect SetUp, Inc 2002 - 2004
optionsXpress 2000 - 2002
William Blair & Company 1996 - 2001
Skills
Customer Service, Entrepreneurship, Event Planning, Public Speaking, Teaching, Event Management, Coaching, Training, Leadership, Microsoft Office, Research, Electronic Trading, Options, Creative Problem Solving, Qualified Retirement..., Broker-Dealer, Broker-Dealer Operations, PowerPoint, Coordinating Events, Microsoft Excel, Web Design
Education
Harcum College 2014 — 2017
Interior Design
Loyola University of Chicago 1996 — 2001
Finance, General
Marc Needham's optionsXpress Experience 2001 - 2002
Job Director, Web Strategy at Scripps Health
Industry Internet
Experience
Scripps Health March 2007 - Present
Northwestern Memorial Hospital 2006 - 2007
Northwestern Memorial Hospital 2003 - 2006
Shiny New Media 2001 - 2003
optionsXpress 2001 - 2002
Walt Disney Internet Group 2000 - 2001
infoMedX 2000 - 2000
Skills
E-commerce, Usability, Digital Marketing, Web Development, User Experience, Project Management, Strategic Planning, Social Media, Healthcare, SEO, Team Leadership, User Interface Design, Online Marketing, Management, Online Advertising, Leadership, Program Management, Marketing, Web Content Management, Training, CMS, WordPress, Web Analytics, Integrated Marketing, Mobile Devices, Business Development, Competitive Analysis, Agile Project Management, Email Marketing, HTML, Content Management, Google Analytics, Team Building, Web Project Management, Web Strategy, Digital Strategy, Marketing Strategy, Analytics, Vendor Management, Strategic Communications, Mobile Internet, Data-Driven Decision..., Scrum, Certified Scrum Master..., Meaningful Use, Electronic Health..., Health Information..., HL7, CCD, Personal Health Record
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Communications
Scripps Health March 2007 - Present
Northwestern Memorial Hospital 2006 - 2007
Northwestern Memorial Hospital 2003 - 2006
Shiny New Media 2001 - 2003
optionsXpress 2001 - 2002
Walt Disney Internet Group 2000 - 2001
infoMedX 2000 - 2000
Skills
E-commerce, Usability, Digital Marketing, Web Development, User Experience, Project Management, Strategic Planning, Social Media, Healthcare, SEO, Team Leadership, User Interface Design, Online Marketing, Management, Online Advertising, Leadership, Program Management, Marketing, Web Content Management, Training, CMS, WordPress, Web Analytics, Integrated Marketing, Mobile Devices, Business Development, Competitive Analysis, Agile Project Management, Email Marketing, HTML, Content Management, Google Analytics, Team Building, Web Project Management, Web Strategy, Digital Strategy, Marketing Strategy, Analytics, Vendor Management, Strategic Communications, Mobile Internet, Data-Driven Decision..., Scrum, Certified Scrum Master..., Meaningful Use, Electronic Health..., Health Information..., HL7, CCD, Personal Health Record
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Communications
Don Baker's optionsXpress Experience November 2002 - October 2007
Job CIO at Mediaocean
Industry Online Media
Experience
Mediaocean April 2013 - Present
InnerWorkings November 2011 - March 2013
MediaBank October 2007 - November 2011
optionsXpress November 2002 - October 2007
UBID February 2001 - November 2002
Compuware October 1998 - February 2001
Skills
Databases, Management, Software Development, E-commerce, Scalability, Architecture, Cloud Computing, Business Intelligence, Microsoft SQL Server, System Architecture, Agile Methodologies, Architectures, Team Management, SDLC
Education
Indiana State University 1990 — 1995
Bachelor of Science (B.S.)
Mediaocean April 2013 - Present
InnerWorkings November 2011 - March 2013
MediaBank October 2007 - November 2011
optionsXpress November 2002 - October 2007
UBID February 2001 - November 2002
Compuware October 1998 - February 2001
Skills
Databases, Management, Software Development, E-commerce, Scalability, Architecture, Cloud Computing, Business Intelligence, Microsoft SQL Server, System Architecture, Agile Methodologies, Architectures, Team Management, SDLC
Education
Indiana State University 1990 — 1995
Bachelor of Science (B.S.)
Jason Hersh's optionsXpress Experience 2002 - July 2004
Job Supervision Analyst at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists May 2008 - August 2014
brokersXpress LLC July 2004 - December 2007
optionsXpress 2002 - July 2004
Web Street Securities 1997 - 2001
Skills
Series 7, Series 63, Series 24, Securities, Options, Mutual Funds, Equities, Investments, FINRA, Investment Strategies, Investment Advisory, Wealth Management, ETFs, Asset Allocation, Finance
Education
Ball State University 1990 — 1993
BS, Finance
Cetera Financial Specialists May 2008 - August 2014
brokersXpress LLC July 2004 - December 2007
optionsXpress 2002 - July 2004
Web Street Securities 1997 - 2001
Skills
Series 7, Series 63, Series 24, Securities, Options, Mutual Funds, Equities, Investments, FINRA, Investment Strategies, Investment Advisory, Wealth Management, ETFs, Asset Allocation, Finance
Education
Ball State University 1990 — 1993
BS, Finance
Tony Parello Tony Parello's optionsXpress Experience June 2002 - September 2005
Job MUNDELEIN
Industry Machinery
Experience
Medline March 2015 - Present
optionsXpress June 2002 - September 2005
Web Street Securities April 1999 - October 2001
Merrill Lynch June 1989 - March 1999
Skills
Financial Services, Mutual Funds, Investments, Portfolio Management, Risk Management, Financial Markets, Management, Microsoft Office
Education
Illinois State University 1984 — 1989
Public Relations
Libertyville High School 1980 — 1984
Medline March 2015 - Present
optionsXpress June 2002 - September 2005
Web Street Securities April 1999 - October 2001
Merrill Lynch June 1989 - March 1999
Skills
Financial Services, Mutual Funds, Investments, Portfolio Management, Risk Management, Financial Markets, Management, Microsoft Office
Education
Illinois State University 1984 — 1989
Public Relations
Libertyville High School 1980 — 1984
Jay Norrell Jay Norrell's optionsXpress Experience February 2010 - September 2011
Job Database Administrator at Charles Schwab
Industry Financial Services
Experience
VISANOW Global Immigration May 2015 - Present
Charles Schwab September 2011 - Present
optionsXpress February 2010 - September 2011
West Corporation May 2007 - February 2010
CenterPost Communications December 2006 - May 2007
Centerpost Communications May 2005 - December 2006
Skills
Business Analysis, Databases, SQL, Agile Methodologies, Business Intelligence, Microsoft SQL Server, Integration, Leadership, XML, Disaster Recovery
Education
Columbia College Chicago 1996 — 2000
BA, Interactive Multimedia
VISANOW Global Immigration May 2015 - Present
Charles Schwab September 2011 - Present
optionsXpress February 2010 - September 2011
West Corporation May 2007 - February 2010
CenterPost Communications December 2006 - May 2007
Centerpost Communications May 2005 - December 2006
Skills
Business Analysis, Databases, SQL, Agile Methodologies, Business Intelligence, Microsoft SQL Server, Integration, Leadership, XML, Disaster Recovery
Education
Columbia College Chicago 1996 — 2000
BA, Interactive Multimedia
David Fisher's optionsXpress Experience August 2004 - February 2012
Job Chief Executive Officer at Enova International
Industry Financial Services
Experience
Enova International February 2013 - Present
Roti Mediterranean Grill September 2012 - Present
GrubHub June 2012 - Present
InnerWorkings 2011 - Present
Charles Schwab September 2011 - February 2012
optionsXpress August 2004 - February 2012
CBOE 2008 - 2011
Potbelly Sandwich Works 2001 - 2004
Prism Financial December 1998 - January 2001
RBC Mortgage 2000 - 2001
Skills
Consumer Lending, Securities, Leadership, Business Strategy, Restaurants, IPO, Mergers & Acquisitions, Private Equity, Venture Capital, Capital Markets, Options, Financial Analysis, Business Development, Strategic Planning, Entrepreneurship, Financial Modeling, Corporate Development, CEOs, Finance, FINRA, Executive Management, Growth Management, Series 7, Series 24, Restaurant Management, Investments, Mergers, series 27, Technology, Innovation, online finance, Strategy
Education
Northwestern University School of Law 1991 — 1994
Doctor of Law (JD), Law
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Finance
Enova International February 2013 - Present
Roti Mediterranean Grill September 2012 - Present
GrubHub June 2012 - Present
InnerWorkings 2011 - Present
Charles Schwab September 2011 - February 2012
optionsXpress August 2004 - February 2012
CBOE 2008 - 2011
Potbelly Sandwich Works 2001 - 2004
Prism Financial December 1998 - January 2001
RBC Mortgage 2000 - 2001
Skills
Consumer Lending, Securities, Leadership, Business Strategy, Restaurants, IPO, Mergers & Acquisitions, Private Equity, Venture Capital, Capital Markets, Options, Financial Analysis, Business Development, Strategic Planning, Entrepreneurship, Financial Modeling, Corporate Development, CEOs, Finance, FINRA, Executive Management, Growth Management, Series 7, Series 24, Restaurant Management, Investments, Mergers, series 27, Technology, Innovation, online finance, Strategy
Education
Northwestern University School of Law 1991 — 1994
Doctor of Law (JD), Law
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Finance
Paul Just's optionsXpress Experience June 2006 - February 2010
Job Technical Director, Data Center Systems Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Integrated Data Storage June 2010 - April 2015
optionsXpress June 2006 - February 2010
Ulta October 2005 - June 2006
darwill September 2002 - October 2005
Allied Tube & Conduit June 1999 - October 2000
Skills
Disaster Recovery, Virtualization, Data Center, Security, Storage, Networking, Pre-sales, IIS, Windows Server, VMware, SQL, Project Management, Active Directory, Business Intelligence, Troubleshooting, VMware Infrastructure, Storage Area Networks, Cisco Technologies, SAN, Cisco UCS, Cloud Security, Enterprise Architecture, Cloud Computing, Enterprise Storage, NAS, EMC Storage, Integration, NetApp
Education
DePaul University 2006 — 2008
Masters, Computer Information Network Security
Bradley University 1994 — 1999
BS, Mechanical Engineering
Charles Schwab April 2015 - Present
Integrated Data Storage June 2010 - April 2015
optionsXpress June 2006 - February 2010
Ulta October 2005 - June 2006
darwill September 2002 - October 2005
Allied Tube & Conduit June 1999 - October 2000
Skills
Disaster Recovery, Virtualization, Data Center, Security, Storage, Networking, Pre-sales, IIS, Windows Server, VMware, SQL, Project Management, Active Directory, Business Intelligence, Troubleshooting, VMware Infrastructure, Storage Area Networks, Cisco Technologies, SAN, Cisco UCS, Cloud Security, Enterprise Architecture, Cloud Computing, Enterprise Storage, NAS, EMC Storage, Integration, NetApp
Education
DePaul University 2006 — 2008
Masters, Computer Information Network Security
Bradley University 1994 — 1999
BS, Mechanical Engineering
James Donahoe James Donahoe's optionsXpress Experience 2004 - Present
Job Chief Executive Officer at MWA Moving & Storage
Industry Transportation/Trucking/Railroad
Experience
MWA Moving & Storage February 2011 - Present
optionsXpress 2004 - Present
Barr Brothers Moving Company October 2002 - April 2011
Crescent Investment Group LLC February 1998 - February 2001
Skills
Marketing Strategy, Social Media, Social Media Marketing, Event Management, Event Planning, Direct Sales, Strategic Planning, Transportation, New Business Development, Business Strategy, Operations Management, Team Building, Negotiation, Logistics, Change Management, Management, Business Development, Sales, Marketing
Education
University at Albany 1990 — 1995
Life
MWA Moving & Storage February 2011 - Present
optionsXpress 2004 - Present
Barr Brothers Moving Company October 2002 - April 2011
Crescent Investment Group LLC February 1998 - February 2001
Skills
Marketing Strategy, Social Media, Social Media Marketing, Event Management, Event Planning, Direct Sales, Strategic Planning, Transportation, New Business Development, Business Strategy, Operations Management, Team Building, Negotiation, Logistics, Change Management, Management, Business Development, Sales, Marketing
Education
University at Albany 1990 — 1995
Life
Jamiah Elijah Hargins's optionsXpress Experience April 2007 - April 2010
Job Associate Director, Recruitment and Selection, The Broad Residency
Industry Education Management
Experience
BTG Pactual December 2012 - May 2013
BrazilFoundation May 2012 - September 2012
National Center of Cultural and Linguistic Responsiveness February 2011 - August 2011
Casa do Caminho NGO April 2010 - November 2010
optionsXpress April 2007 - April 2010
Xochiquetzal Peace Garden June 2005 - April 2010
Skills
Economic Development, Sustainability, Inter-cultural..., Working Abroad, Writing, Grant Management, Budget Oversight, Website Management, Program Management, Web 2.0, Cultural Awareness, SPSS, Equity Derivatives, Equity Trading, Mutual Funds, Bonds, Language Skills, Public Speaking, Options Strategies, Policy Analysis, Social Enterprise, NGOs, Website Administration, Grants, Trading
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (MPA), Economic and Political Development
University of Chicago 2002 — 2006
BA, Political Science
La Universidad de Sevilla 2004 — 2005
-, Política y História
BTG Pactual December 2012 - May 2013
BrazilFoundation May 2012 - September 2012
National Center of Cultural and Linguistic Responsiveness February 2011 - August 2011
Casa do Caminho NGO April 2010 - November 2010
optionsXpress April 2007 - April 2010
Xochiquetzal Peace Garden June 2005 - April 2010
Skills
Economic Development, Sustainability, Inter-cultural..., Working Abroad, Writing, Grant Management, Budget Oversight, Website Management, Program Management, Web 2.0, Cultural Awareness, SPSS, Equity Derivatives, Equity Trading, Mutual Funds, Bonds, Language Skills, Public Speaking, Options Strategies, Policy Analysis, Social Enterprise, NGOs, Website Administration, Grants, Trading
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (MPA), Economic and Political Development
University of Chicago 2002 — 2006
BA, Political Science
La Universidad de Sevilla 2004 — 2005
-, Política y História
Jason Paplaski Jason Paplaski's optionsXpress Experience March 2013 - Present
Job Client Consultant at optionsXpress
Industry Financial Services
Experience
optionsXpress March 2013 - Present
Scottrade May 2010 - March 2013
Scottrade March 2008 - May 2010
Mackie Consultants, LLC May 2007 - August 2007
Skills
Series 7, Series 63, PowerPoint, series 3, series 34, General Securities..., Long-term Customer..., 401k Rollovers, SEP IRA, Roth IRA, Simple IRA, Rollovers, Traditional IRA, Technical Analysis, Fundamental Analysis, Spread Trading, Options Strategies, Pinnacle, Outlook, Microsoft Office, Access, Microsoft Word, Microsoft Excel
Education
St. Ambrose University 2006 — 2010
Bachelor of Accounting & Bachelor of Finance, Business/Management
libertyville high school
optionsXpress March 2013 - Present
Scottrade May 2010 - March 2013
Scottrade March 2008 - May 2010
Mackie Consultants, LLC May 2007 - August 2007
Skills
Series 7, Series 63, PowerPoint, series 3, series 34, General Securities..., Long-term Customer..., 401k Rollovers, SEP IRA, Roth IRA, Simple IRA, Rollovers, Traditional IRA, Technical Analysis, Fundamental Analysis, Spread Trading, Options Strategies, Pinnacle, Outlook, Microsoft Office, Access, Microsoft Word, Microsoft Excel
Education
St. Ambrose University 2006 — 2010
Bachelor of Accounting & Bachelor of Finance, Business/Management
libertyville high school
Erin Rizzi Erin Rizzi's optionsXpress Experience August 2004 - November 2006
Job Owner at The Paint Boss Inc.
Industry Automotive
Experience
School District U-46 June 2015 - Present
The Paint Boss Inc. January 2007 - June 2015
optionsXpress August 2004 - November 2006
Chicago Public Schools August 2002 - June 2004
Skills
Customer Service, Strategic Planning, Team Building, Management, Sales, Marketing, Teaching, Public Speaking, Microsoft Excel, Event Planning
Education
Olivet Nazarene University 2013 — 2014
ESL Endorsement, Teaching English as a Second or Foreign Language/ESL Language Instructor, K-9
National-Louis University 2001 — 2008
Master of Arts (M.A.), Elementary Education and Teaching
DePaul University 1993 — 1997
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
School District U-46 June 2015 - Present
The Paint Boss Inc. January 2007 - June 2015
optionsXpress August 2004 - November 2006
Chicago Public Schools August 2002 - June 2004
Skills
Customer Service, Strategic Planning, Team Building, Management, Sales, Marketing, Teaching, Public Speaking, Microsoft Excel, Event Planning
Education
Olivet Nazarene University 2013 — 2014
ESL Endorsement, Teaching English as a Second or Foreign Language/ESL Language Instructor, K-9
National-Louis University 2001 — 2008
Master of Arts (M.A.), Elementary Education and Teaching
DePaul University 1993 — 1997
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Michelle S. DeLucia's optionsXpress Experience April 2011 - August 2011
Job Senior Product Manager, Web Trading at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2012 - Present
Charles Schwab February 2012 - November 2012
CSIdentity September 2011 - February 2012
optionsXpress April 2011 - August 2011
optionsXpress February 2010 - April 2011
Inference Data February 2007 - February 2010
St Ives Financial 2005 - February 2007
Skills
Product Management, Leadership, Product Marketing, Strategic Partnerships, Project Management, Marketing Communications, Management, Marketing, Agile Methodologies, SaaS, Strategy, Analysis, Product Development, Program Management, Marketing Strategy, Integrated Marketing, Public Relations, Business Analysis, Sales, Market Research
Education
New York University 2000 — 2004
BA, American Literature, Creative Writing & Cultural Studies
Oyster Bay High School
Charles Schwab 2012 - Present
Charles Schwab February 2012 - November 2012
CSIdentity September 2011 - February 2012
optionsXpress April 2011 - August 2011
optionsXpress February 2010 - April 2011
Inference Data February 2007 - February 2010
St Ives Financial 2005 - February 2007
Skills
Product Management, Leadership, Product Marketing, Strategic Partnerships, Project Management, Marketing Communications, Management, Marketing, Agile Methodologies, SaaS, Strategy, Analysis, Product Development, Program Management, Marketing Strategy, Integrated Marketing, Public Relations, Business Analysis, Sales, Market Research
Education
New York University 2000 — 2004
BA, American Literature, Creative Writing & Cultural Studies
Oyster Bay High School
Phil Hoeh's optionsXpress Experience March 2009 - May 2012
Job Chief Compliance Officer at TradingBlock
Industry Financial Services
Experience
TradingBlock August 2012 - Present
optionsXpress March 2009 - May 2012
brokersXpress, LLC October 2007 - May 2012
Allstate Financial Services January 2003 - October 2007
E D & F Man International September 1996 - January 2003
Skills
FX Options, Securities, Anti-fraud, Proprietary Trading, FINRA, Series 24, Options, Series 7, Risk Management, Securities Regulation, Trading Systems, Broker-Dealer, Series 63, AML, Finance, Financial Analysis, Investment Advisory, SEC, Electronic Trading, Trading, Hedge Funds, Equities, Financial Risk, Financial Regulation, Investments, Mutual Funds, Registered Investment..., USA PATRIOT Act, Investment Advisers Act, Commodity, Financial Markets, ETFs, Alternative Investments, Equity Trading
Education
Drake University 1987 — 1991
BSBA, Finance and Accounting
Loyola Academy 1982 — 1986
TradingBlock August 2012 - Present
optionsXpress March 2009 - May 2012
brokersXpress, LLC October 2007 - May 2012
Allstate Financial Services January 2003 - October 2007
E D & F Man International September 1996 - January 2003
Skills
FX Options, Securities, Anti-fraud, Proprietary Trading, FINRA, Series 24, Options, Series 7, Risk Management, Securities Regulation, Trading Systems, Broker-Dealer, Series 63, AML, Finance, Financial Analysis, Investment Advisory, SEC, Electronic Trading, Trading, Hedge Funds, Equities, Financial Risk, Financial Regulation, Investments, Mutual Funds, Registered Investment..., USA PATRIOT Act, Investment Advisers Act, Commodity, Financial Markets, ETFs, Alternative Investments, Equity Trading
Education
Drake University 1987 — 1991
BSBA, Finance and Accounting
Loyola Academy 1982 — 1986
Aaron Cooper's optionsXpress Experience January 2009 - May 2010
Job Senior Vice President at Groupon
Industry Internet
Experience
Groupon May 2010 - Present
optionsXpress January 2009 - May 2010
Orbitz 2004 - 2009
AEG Partners 2001 - 2004
America Online 1998 - 2000
Price Waterhouse Management Consultants 1996 - 1998
Skills
GM, Senior Executives, Relationship Marketing, Online Marketing, Management Consulting, New Business Development, Online Advertising, Analytics, Executive Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Strategy
University of Michigan
BA, Economics
Groupon May 2010 - Present
optionsXpress January 2009 - May 2010
Orbitz 2004 - 2009
AEG Partners 2001 - 2004
America Online 1998 - 2000
Price Waterhouse Management Consultants 1996 - 1998
Skills
GM, Senior Executives, Relationship Marketing, Online Marketing, Management Consulting, New Business Development, Online Advertising, Analytics, Executive Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Strategy
University of Michigan
BA, Economics
Shawn Roser's optionsXpress Experience June 2008 - February 2010
Job Research Systems Analyst at IronBridge Capital Management
Industry Internet
Experience
IronBridge Capital Management March 2010 - Present
optionsXpress June 2008 - February 2010
Acquity Group August 2007 - June 2008
HighBeam Research February 2007 - August 2007
optionsXpress February 2003 - January 2007
Chicago Mercantile Exchange September 2002 - January 2003
InteloQuence April 2002 - August 2002
Internet Presence Consulting November 2000 - April 2002
Skills
CSS, User Experience, jQuery, Web Development, JavaScript, PHP, Dreamweaver, HTML, MySQL, XHTML, Front-end, Software Development, Photoshop, REST, Integration
Education
St. Joseph's College (IN) 1996 — 2000
Bachelor of Science, Computer Science
Science Academy of South Texas 1992 — 1996
IronBridge Capital Management March 2010 - Present
optionsXpress June 2008 - February 2010
Acquity Group August 2007 - June 2008
HighBeam Research February 2007 - August 2007
optionsXpress February 2003 - January 2007
Chicago Mercantile Exchange September 2002 - January 2003
InteloQuence April 2002 - August 2002
Internet Presence Consulting November 2000 - April 2002
Skills
CSS, User Experience, jQuery, Web Development, JavaScript, PHP, Dreamweaver, HTML, MySQL, XHTML, Front-end, Software Development, Photoshop, REST, Integration
Education
St. Joseph's College (IN) 1996 — 2000
Bachelor of Science, Computer Science
Science Academy of South Texas 1992 — 1996
Jeff Yang's optionsXpress Experience December 2004 - January 2006
Job
Industry Capital Markets
Experience
DRW Trading Group November 2006 - Present
Trading Technologies January 2006 - October 2006
optionsXpress December 2004 - January 2006
CNA Financial, Inc. January 2004 - December 2004
Risk Information Systems and Consulting, LLC March 2003 - February 2004
Education
University of Illinois at Chicago 2002 — 2004
Master of Science, Management Information Systems (MIS)
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science, Mathematics and Computer Science
DRW Trading Group November 2006 - Present
Trading Technologies January 2006 - October 2006
optionsXpress December 2004 - January 2006
CNA Financial, Inc. January 2004 - December 2004
Risk Information Systems and Consulting, LLC March 2003 - February 2004
Education
University of Illinois at Chicago 2002 — 2004
Master of Science, Management Information Systems (MIS)
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science, Mathematics and Computer Science
Ron Baakkonen's optionsXpress Experience November 2007 - February 2012
Job Managing Director at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab September 2011 - Present
optionsXpress November 2007 - February 2012
Equate Trading May 2006 - November 2007
PEAK6 Investments August 2002 - April 2005
Vhayu Technologies January 2000 - August 2002
Integral Development Corp. August 1996 - January 2000
JP Morgan 1995 - 1996
Swiss Bank Corporation 1993 - 1995
Skills
C++, C#, Java, SQL, Multithreading, OOP, Trading System, Volatility Arbitrage, Team Management, Smalltalk, Option Pricing Models, Technology Architecture, MediaWiki, Options, Equities, Equity Derivatives, Volatility, Product Development, Trading Systems, Electronic Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA
University of California, Berkeley 1984 — 1989
MS, BS
Charles Schwab September 2011 - Present
optionsXpress November 2007 - February 2012
Equate Trading May 2006 - November 2007
PEAK6 Investments August 2002 - April 2005
Vhayu Technologies January 2000 - August 2002
Integral Development Corp. August 1996 - January 2000
JP Morgan 1995 - 1996
Swiss Bank Corporation 1993 - 1995
Skills
C++, C#, Java, SQL, Multithreading, OOP, Trading System, Volatility Arbitrage, Team Management, Smalltalk, Option Pricing Models, Technology Architecture, MediaWiki, Options, Equities, Equity Derivatives, Volatility, Product Development, Trading Systems, Electronic Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA
University of California, Berkeley 1984 — 1989
MS, BS
Cassie Peterson's optionsXpress Experience March 2006 - September 2007
Job Senior Compliance Officer
Industry Financial Services
Experience
Magnetar Capital October 2007 - Present
optionsXpress March 2006 - September 2007
Chicago Board Options Exchange 2005 - 2006
Skills
Securities
Education
University of Denver - Sturm College of Law
JD
Magnetar Capital October 2007 - Present
optionsXpress March 2006 - September 2007
Chicago Board Options Exchange 2005 - 2006
Skills
Securities
Education
University of Denver - Sturm College of Law
JD
Doug Derrington's optionsXpress Experience June 2000 - May 2001
Job Solutions Architecture Senior Manager at Jack Henry
Industry Information Technology and Services
Experience
Jack Henry & Associates September 2014 - Present
Bank of America October 2013 - August 2014
Red Ventures January 2011 - March 2013
eClient Inc August 2006 - January 2011
Digital Horizon Solutions December 2004 - August 2006
Compass Group 2001 - 2002
optionsXpress June 2000 - May 2001
Skills
Enterprise Software, SaaS, Cloud Computing, Start-ups, Strategy, Business Development, Mergers & Acquisitions, Business Analysis, Solution Selling, Strategic Planning, Integration, Management, Budgets, Product Development, CRM, Salesforce.com, Product Management, Executive Management, Business Strategy, Business Intelligence, Leadership, Strategic Partnerships, New Business Development, Professional Services, Enterprise Architecture, C#, ASP.NET, Web Applications, jQuery, SQL, Database Design, Data Warehouse..., Analytics, Business Process..., Entrepreneurship, Vendor Management, Cross-functional Team...
Education
Miami University 1986 — 1990
BS, Finance
Jack Henry & Associates September 2014 - Present
Bank of America October 2013 - August 2014
Red Ventures January 2011 - March 2013
eClient Inc August 2006 - January 2011
Digital Horizon Solutions December 2004 - August 2006
Compass Group 2001 - 2002
optionsXpress June 2000 - May 2001
Skills
Enterprise Software, SaaS, Cloud Computing, Start-ups, Strategy, Business Development, Mergers & Acquisitions, Business Analysis, Solution Selling, Strategic Planning, Integration, Management, Budgets, Product Development, CRM, Salesforce.com, Product Management, Executive Management, Business Strategy, Business Intelligence, Leadership, Strategic Partnerships, New Business Development, Professional Services, Enterprise Architecture, C#, ASP.NET, Web Applications, jQuery, SQL, Database Design, Data Warehouse..., Analytics, Business Process..., Entrepreneurship, Vendor Management, Cross-functional Team...
Education
Miami University 1986 — 1990
BS, Finance
Ray Marneris's optionsXpress Experience May 2006 - May 2009
Job Director of Risk Management
Industry Financial Services
Experience
Geneva Trading May 2009 - Present
optionsXpress May 2006 - May 2009
RAM Trading March 2004 - May 2006
LaSalle Capital Markets June 2000 - March 2004
Skills
Options, Trading, Proprietary Trading, Risk Management, FINRA, Foreign Exchange, Derivatives, Derivatives Trading, Commodity, Financial Markets, Trading Systems, Electronic Trading, Financial Risk, Traders
Education
Florida State University 1995 — 2000
Masters, Business Administration; Multinational Business
Florida State University 1995 — 1999
BS, Management Information Systems (MIS) and Marketing
Geneva Trading May 2009 - Present
optionsXpress May 2006 - May 2009
RAM Trading March 2004 - May 2006
LaSalle Capital Markets June 2000 - March 2004
Skills
Options, Trading, Proprietary Trading, Risk Management, FINRA, Foreign Exchange, Derivatives, Derivatives Trading, Commodity, Financial Markets, Trading Systems, Electronic Trading, Financial Risk, Traders
Education
Florida State University 1995 — 2000
Masters, Business Administration; Multinational Business
Florida State University 1995 — 1999
BS, Management Information Systems (MIS) and Marketing
Sarah Mueller, PHR's optionsXpress Experience July 2006 - September 2009
Job Recruiting Manager
Industry Financial Services
Experience
Wolverine Trading March 2010 - Present
optionsXpress July 2006 - September 2009
Trading Technologies September 2004 - July 2006
R.G.RAY February 2000 - September 2004
Skills
Onboarding, Equities, Human Resources, Risk Management, Applicant Tracking..., Email Marketing, Recruiting, Management, Technical Recruiting, Options, Employee Benefits, Sourcing, Financial Services, Trading, Portfolio Management, Derivatives, Marketing, Account Management, SDLC, Talent Acquisition, Personnel Management, College Recruiting, Temporary Placement, Internet Recruiting, Executive Search, Benefits Administration, Talent Management, Microsoft Office
Education
University of Iowa 1995 — 1999
Wolverine Trading March 2010 - Present
optionsXpress July 2006 - September 2009
Trading Technologies September 2004 - July 2006
R.G.RAY February 2000 - September 2004
Skills
Onboarding, Equities, Human Resources, Risk Management, Applicant Tracking..., Email Marketing, Recruiting, Management, Technical Recruiting, Options, Employee Benefits, Sourcing, Financial Services, Trading, Portfolio Management, Derivatives, Marketing, Account Management, SDLC, Talent Acquisition, Personnel Management, College Recruiting, Temporary Placement, Internet Recruiting, Executive Search, Benefits Administration, Talent Management, Microsoft Office
Education
University of Iowa 1995 — 1999
Mace Gailey's optionsXpress Experience March 2003 - Present
Job VP Quality Assurance at optionsXpress
Industry Financial Services
Experience
optionsXpress March 2003 - Present
eMac Digital 2001 - 2003
Trading Technologies International, Inc. 2000 - 2001
Clear Communications 1997 - 2000
Skills
Testing, Software Quality..., SDLC, QTP, Quality Assurance, Quality Center, Release Management
Education
Purdue University 1992 — 1997
B.S., Computer Info Systems
optionsXpress March 2003 - Present
eMac Digital 2001 - 2003
Trading Technologies International, Inc. 2000 - 2001
Clear Communications 1997 - 2000
Skills
Testing, Software Quality..., SDLC, QTP, Quality Assurance, Quality Center, Release Management
Education
Purdue University 1992 — 1997
B.S., Computer Info Systems
Daniel Bradshaw's optionsXpress Experience 2003 - 2007
Job Vice President, Compliance Marketing at PIMCO
Industry Financial Services
Experience
PIMCO August 2007 - Present
optionsXpress 2003 - 2007
E*TRADE Financial 1998 - 2002
Education
California State University Stanislaus 1994 — 1996
Fred C Beyer High School 1986 — 1990
PIMCO August 2007 - Present
optionsXpress 2003 - 2007
E*TRADE Financial 1998 - 2002
Education
California State University Stanislaus 1994 — 1996
Fred C Beyer High School 1986 — 1990
Krishan Khandpur's optionsXpress Experience March 2007 - May 2008
Job Senior Software Engineer at Sole Technology
Industry Financial Services
Experience
Sole Technology April 2014 - Present
WebMD October 2010 - October 2012
Radhika Imports, Inc. May 2009 - October 2010
S. Ten Nines California September 2008 - April 2009
optionsXpress March 2007 - May 2008
Interdent 2005 - 2006
MailersClub 1999 - 2001
Skills
Microsoft SQL Server, C#, SQL, IIS, ASP.NET, .NET, JavaScript, Java, MySQL, CSS, HTML, Web Development, Agile Methodologies, User Interface Design, Quality Assurance
Education
Saint Xavier University 2006 — 2008
Master of Science, Computer Science
California State Polytechnic University-Pomona 2001 — 2006
Bachelor, Computer Science
Don Bosco Technical Institute 1997 — 2001
High School Diploma, Computer Science
Sole Technology April 2014 - Present
WebMD October 2010 - October 2012
Radhika Imports, Inc. May 2009 - October 2010
S. Ten Nines California September 2008 - April 2009
optionsXpress March 2007 - May 2008
Interdent 2005 - 2006
MailersClub 1999 - 2001
Skills
Microsoft SQL Server, C#, SQL, IIS, ASP.NET, .NET, JavaScript, Java, MySQL, CSS, HTML, Web Development, Agile Methodologies, User Interface Design, Quality Assurance
Education
Saint Xavier University 2006 — 2008
Master of Science, Computer Science
California State Polytechnic University-Pomona 2001 — 2006
Bachelor, Computer Science
Don Bosco Technical Institute 1997 — 2001
High School Diploma, Computer Science
Guy Swartz's optionsXpress Experience November 2008 - Present
Job Creative Director at optionsXpress
Industry Capital Markets
Experience
optionsXpress November 2008 - Present
R.J. O'Brien October 2006 - November 2008
RJOFutures 2006 - 2008
Lind-Waldock 2001 - 2006
Davies and Rourke 1997 - 2001
Education
Boise State University 1985 — 1990
optionsXpress November 2008 - Present
R.J. O'Brien October 2006 - November 2008
RJOFutures 2006 - 2008
Lind-Waldock 2001 - 2006
Davies and Rourke 1997 - 2001
Education
Boise State University 1985 — 1990
Susan Vertrees's optionsXpress Experience January 2006 - August 2009
Job SiteCatalyst Consultant at Omniture
Industry Information Technology and Services
Experience
Adobe August 2009 - Present
optionsXpress January 2006 - August 2009
SIRVA February 2003 - December 2005
First Nations Home Finance April 2000 - February 2003
Skills
CSS, User Experience, JavaScript, User Interface Design, HTML, Web Design, Web Analytics, Omniture, Usability, Graphic Design, DHTML, SEO, Email Marketing, Adobe Analytics, Adobe Target, A/B Testing, Tag Management, Adobe DTM, Adobe Marketing Cloud, Project Management, Software Project..., Software Development
Education
San Diego State University-California State University 2000 — 2002
BS
Trinity International University 1998 — 1999
Adobe August 2009 - Present
optionsXpress January 2006 - August 2009
SIRVA February 2003 - December 2005
First Nations Home Finance April 2000 - February 2003
Skills
CSS, User Experience, JavaScript, User Interface Design, HTML, Web Design, Web Analytics, Omniture, Usability, Graphic Design, DHTML, SEO, Email Marketing, Adobe Analytics, Adobe Target, A/B Testing, Tag Management, Adobe DTM, Adobe Marketing Cloud, Project Management, Software Project..., Software Development
Education
San Diego State University-California State University 2000 — 2002
BS
Trinity International University 1998 — 1999
Benjamin Stein's optionsXpress Experience 2001 - September 2011
Job VP Distributed Infrastructure at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab September 2011 - March 2013
optionsXpress 2001 - September 2011
art.com - Getty images 1999 - 2001
DePaul University April 1997 - November 1999
Skills
Virtualization, Enterprise Architecture, Storage, Storage Area Networks, F5 BigIP, Microsoft SQL Server, Financial Services, Market Data, Disaster Recovery
Education
DePaul University 1995 — 2002
Bachelor of Science (B.S.), Computer Science
Charles Schwab March 2013 - Present
Charles Schwab September 2011 - March 2013
optionsXpress 2001 - September 2011
art.com - Getty images 1999 - 2001
DePaul University April 1997 - November 1999
Skills
Virtualization, Enterprise Architecture, Storage, Storage Area Networks, F5 BigIP, Microsoft SQL Server, Financial Services, Market Data, Disaster Recovery
Education
DePaul University 1995 — 2002
Bachelor of Science (B.S.), Computer Science
Ken Strote's optionsXpress Experience January 2008 - July 2010
Job Senior Product Manager
Industry Financial Services
Experience
OptionsHouse November 2011 - March 2013
optionsXpress January 2008 - July 2010
optionsXpress May 2003 - January 2008
Skills
Options, Product Management, Agile, E-commerce, Strategic Planning, User Experience, Customer Relations, Analytics, Agile Methodologies, Project Management, Strategy, Start-ups, Trading Systems
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Illinois State University 1989 — 1991
BA, Economics
OptionsHouse November 2011 - March 2013
optionsXpress January 2008 - July 2010
optionsXpress May 2003 - January 2008
Skills
Options, Product Management, Agile, E-commerce, Strategic Planning, User Experience, Customer Relations, Analytics, Agile Methodologies, Project Management, Strategy, Start-ups, Trading Systems
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Illinois State University 1989 — 1991
BA, Economics
Paul Eppen's optionsXpress Experience Chief Marketing OfficeroptionsXpress2007 - Present
Job CMO at optionsXpress
Industry Financial Services
Experience
optionsXpress Chief Marketing OfficeroptionsXpress2007 - Present
Education
The University of Chicago 1985 — 1988
MBA, Finance/Marketing
DePauw University 1981 — 1985
BA
optionsXpress Chief Marketing OfficeroptionsXpress2007 - Present
Education
The University of Chicago 1985 — 1988
MBA, Finance/Marketing
DePauw University 1981 — 1985
BA
Jamie Eagle's optionsXpress Experience December 2007 - September 2011
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan September 2011 - June 2013
OptionsXpress December 2007 - September 2011
optionsXpress June 2006 - December 2007
Rolfe & Nolan November 1999 - June 2006
JP Morgan June 1996 - March 1998
Sterling Commodities Corp October 1988 - June 1996
Skills
Options, Electronic Trading, Equities, Derivatives, Trading Systems, Risk Management, Equity Derivatives, Commodity, Business Analysis, Financial Markets, Market Data, Trading, Fixed Income, FX Options, Project Management, Securities, Financial Regulation, Liquidity Risk, Regulatory Capital, Portfolio Management, Capital Markets, Financial Services, Investment Banking, Hedge Funds, Back Office, Interest Rate..., Prime Brokerage, Credit Derivatives, Bonds, Asset Management, Equity Trading, Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Economics
University of Miami - School of Business 1984 — 1987
BBA, Accounting and Finance
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan September 2011 - June 2013
OptionsXpress December 2007 - September 2011
optionsXpress June 2006 - December 2007
Rolfe & Nolan November 1999 - June 2006
JP Morgan June 1996 - March 1998
Sterling Commodities Corp October 1988 - June 1996
Skills
Options, Electronic Trading, Equities, Derivatives, Trading Systems, Risk Management, Equity Derivatives, Commodity, Business Analysis, Financial Markets, Market Data, Trading, Fixed Income, FX Options, Project Management, Securities, Financial Regulation, Liquidity Risk, Regulatory Capital, Portfolio Management, Capital Markets, Financial Services, Investment Banking, Hedge Funds, Back Office, Interest Rate..., Prime Brokerage, Credit Derivatives, Bonds, Asset Management, Equity Trading, Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Economics
University of Miami - School of Business 1984 — 1987
BBA, Accounting and Finance
Scot Schlinger's optionsXpress Experience January 2007 - January 2008
Job Technology at The Packaging Wholesalers
Industry Automotive
Experience
The Packaging Wholesalers August 2014 - Present
myFootpath October 2010 - August 2014
Dealer E-Process January 2008 - October 2010
optionsXpress January 2007 - January 2008
XPRESSTRADE August 2006 - June 2007
Skills
Web Development, JavaScript, jQuery, SEO, CSS, XHTML, AJAX, Web Applications, OOP, PHP, Front-end, LAMP, DHTML, MySQL, Apache, HTML, XML, Team Management, Agile Project Management, SOAP, Linux, HTML 5, MVC Architecture, CodeIgniter, API, REST, Prototype, Twitter bootstrap, Vicidial, MVC, JSON, Git, Magento, HTML5
Education
DePaul University 2001 — 2006
Master of Science (M.S.), Computer Science
Northern Illinois University 1987 — 1993
BS, Mathematics Education
The Packaging Wholesalers August 2014 - Present
myFootpath October 2010 - August 2014
Dealer E-Process January 2008 - October 2010
optionsXpress January 2007 - January 2008
XPRESSTRADE August 2006 - June 2007
Skills
Web Development, JavaScript, jQuery, SEO, CSS, XHTML, AJAX, Web Applications, OOP, PHP, Front-end, LAMP, DHTML, MySQL, Apache, HTML, XML, Team Management, Agile Project Management, SOAP, Linux, HTML 5, MVC Architecture, CodeIgniter, API, REST, Prototype, Twitter bootstrap, Vicidial, MVC, JSON, Git, Magento, HTML5
Education
DePaul University 2001 — 2006
Master of Science (M.S.), Computer Science
Northern Illinois University 1987 — 1993
BS, Mathematics Education
Lilly Szpak, PHR's optionsXpress Experience March 2006 - January 2012
Job Human Resources Consultant at Heart Care Centers of Illinois/Midwest Physicians Alliance
Industry Hospital & Health Care
Experience
Heart Care Centers of Illinois/Midwest Physicians Alliance May 2012 - Present
optionsXpress March 2006 - January 2012
DeVry Inc. 2003 - 2006
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
MHRM
Western Illinois University
Heart Care Centers of Illinois/Midwest Physicians Alliance May 2012 - Present
optionsXpress March 2006 - January 2012
DeVry Inc. 2003 - 2006
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
MHRM
Western Illinois University
Lindsay Beilke's optionsXpress Experience August 2009 - October 2011
Job Senior Tax Manager at Andersen Tax (formerly WTAS LLC)
Industry Accounting
Experience
Andersen Tax November 2011 - Present
optionsXpress August 2009 - October 2011
Grant Thornton LLP August 2007 - July 2009
Grant Thornton LLP July 2005 - July 2007
Skills
Tax Advisory, US Tax, Financial Analysis, Income Tax, Financial Reporting, Tax Accounting, Tax Research, Tax, CPA, Tax Preparation, Accounting, Corporate Tax, Due Diligence
Education
University of Wisconsin-Madison 2000 — 2005
Accounting
Universidad de Sevilla 2003 — 2004
International Business
Andersen Tax November 2011 - Present
optionsXpress August 2009 - October 2011
Grant Thornton LLP August 2007 - July 2009
Grant Thornton LLP July 2005 - July 2007
Skills
Tax Advisory, US Tax, Financial Analysis, Income Tax, Financial Reporting, Tax Accounting, Tax Research, Tax, CPA, Tax Preparation, Accounting, Corporate Tax, Due Diligence
Education
University of Wisconsin-Madison 2000 — 2005
Accounting
Universidad de Sevilla 2003 — 2004
International Business
Jeff Schueman's optionsXpress Experience 2009 - 2010
Job Creative Director
Industry Marketing and Advertising
Experience
Epsilon July 2011 - Present
Saatchi & Saatchi X 2010 - 2011
optionsXpress 2009 - 2010
Lisa P. Maxwell August 2008 - August 2009
Leo Burnett 2006 - 2008
Upshot 2000 - 2005
Draft Worldwide 1996 - 2000
Skills
Concept Development, Business Development, Art Direction, Creative Direction, Advertising, Brand Development, Creative Strategy, Graphic Design, Integrated Marketing, Interactive Advertising, Strategy, Brand Management, Interactive Marketing, Leadership, Marketing, Outdoor Advertising, Retail, Typography, Direct Mail, Corporate Identity
Education
South Suburban College 1989 — 1991
Associate's Degree, Visual Communications
Epsilon July 2011 - Present
Saatchi & Saatchi X 2010 - 2011
optionsXpress 2009 - 2010
Lisa P. Maxwell August 2008 - August 2009
Leo Burnett 2006 - 2008
Upshot 2000 - 2005
Draft Worldwide 1996 - 2000
Skills
Concept Development, Business Development, Art Direction, Creative Direction, Advertising, Brand Development, Creative Strategy, Graphic Design, Integrated Marketing, Interactive Advertising, Strategy, Brand Management, Interactive Marketing, Leadership, Marketing, Outdoor Advertising, Retail, Typography, Direct Mail, Corporate Identity
Education
South Suburban College 1989 — 1991
Associate's Degree, Visual Communications
Tina Kokinakos, PHR's optionsXpress Experience November 2000 - November 2001
Job HR Payroll, Systems & Process Manager at Bretford
Industry Human Resources
Experience
Bretford May 2013 - Present
National Stock Exchange May 2006 - May 2013
National Stock Exchange March 2002 - April 2006
optionsXpress November 2000 - November 2001
Heidrick & Struggles September 1998 - October 2000
Skills
Payroll, Accounting, Employee Benefits, Strategic Planning, Microsoft Excel, Auditing, Process Improvement, ADP Payroll, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Risk Management, Financial Analysis, Equities, JD Edwards, Employee Relations, PeopleSoft, Human Resources, Performance Management, Recruiting, Training, HRIS, Onboarding, HR Policies, Interviews, Account Reconciliation, Time Management, Screening, Benefits Administration, Employee Handbooks, New Hire Orientations, 401k, Employee Training, COBRA, Budgets, Open Enrollment, Ceridian, Metrics, Mergers & Acquisitions
Education
Lewis University 1994 — 1995
BA, Business Administration and Management
Bretford May 2013 - Present
National Stock Exchange May 2006 - May 2013
National Stock Exchange March 2002 - April 2006
optionsXpress November 2000 - November 2001
Heidrick & Struggles September 1998 - October 2000
Skills
Payroll, Accounting, Employee Benefits, Strategic Planning, Microsoft Excel, Auditing, Process Improvement, ADP Payroll, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Risk Management, Financial Analysis, Equities, JD Edwards, Employee Relations, PeopleSoft, Human Resources, Performance Management, Recruiting, Training, HRIS, Onboarding, HR Policies, Interviews, Account Reconciliation, Time Management, Screening, Benefits Administration, Employee Handbooks, New Hire Orientations, 401k, Employee Training, COBRA, Budgets, Open Enrollment, Ceridian, Metrics, Mergers & Acquisitions
Education
Lewis University 1994 — 1995
BA, Business Administration and Management
Rich Smolen's optionsXpress Experience July 2008 - January 2010
Job Chief Financial Officer at Oasis Legal Finance
Industry Financial Services
Experience
Oasis Legal Finance January 2014 - Present
Oasis Legal Finance February 2011 - December 2013
Telecom Transport Management February 2010 - January 2011
optionsXpress July 2008 - January 2010
optionsXpress January 2008 - June 2008
Level 3 Communications 2006 - 2007
Looking Glass Networks August 2000 - June 2006
Paradigm Group, LLC August 1999 - August 2000
Salomon Smith Barney July 1998 - August 1999
Skills
Financial Modeling, Due Diligence, Board Presentations, Financial Analysis, Mergers, Forecasting, Planning, Management, Investment Banking, Strategic Financial..., Budgets, Corporate Finance, Mergers & Acquisitions, Restructuring, Start-ups, Strategic Planning, Risk Management, Contract Negotiation, Finance, Analysis, Financial Services, Project Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
Oasis Legal Finance January 2014 - Present
Oasis Legal Finance February 2011 - December 2013
Telecom Transport Management February 2010 - January 2011
optionsXpress July 2008 - January 2010
optionsXpress January 2008 - June 2008
Level 3 Communications 2006 - 2007
Looking Glass Networks August 2000 - June 2006
Paradigm Group, LLC August 1999 - August 2000
Salomon Smith Barney July 1998 - August 1999
Skills
Financial Modeling, Due Diligence, Board Presentations, Financial Analysis, Mergers, Forecasting, Planning, Management, Investment Banking, Strategic Financial..., Budgets, Corporate Finance, Mergers & Acquisitions, Restructuring, Start-ups, Strategic Planning, Risk Management, Contract Negotiation, Finance, Analysis, Financial Services, Project Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
Alexander Dzekhtser's optionsXpress Experience July 2002 - March 2009
Job Consultant at BCBSA
Industry Insurance
Experience
BCBSA April 2010 - Present
Think or Swim March 2009 - April 2010
optionsXpress July 2002 - March 2009
United Airlines 2002 - 2002
United Airlines 2002 - 2002
Motient 2001 - 2001
Caremark June 1998 - March 1999
Motorola 1995 - 1998
Skills
Options, SQL, Unix, Trading Systems, Integration, Microsoft SQL Server, IIS, Electronic Trading, Market Data, Requirements Analysis, Software Development, SDLC, Agile Methodologies, Software Project..., Business Analysis, Management, Java, Risk Management, Databases, Oracle, Project Management, .NET, XML, Enterprise Architecture, C++, Vendor Management
Education
DePaul University 1998 — 2000
MS, Software Engineering
University of Illinois at Chicago 1990 — 1993
BS, Computer Engineering
BCBSA April 2010 - Present
Think or Swim March 2009 - April 2010
optionsXpress July 2002 - March 2009
United Airlines 2002 - 2002
United Airlines 2002 - 2002
Motient 2001 - 2001
Caremark June 1998 - March 1999
Motorola 1995 - 1998
Skills
Options, SQL, Unix, Trading Systems, Integration, Microsoft SQL Server, IIS, Electronic Trading, Market Data, Requirements Analysis, Software Development, SDLC, Agile Methodologies, Software Project..., Business Analysis, Management, Java, Risk Management, Databases, Oracle, Project Management, .NET, XML, Enterprise Architecture, C++, Vendor Management
Education
DePaul University 1998 — 2000
MS, Software Engineering
University of Illinois at Chicago 1990 — 1993
BS, Computer Engineering
Rumi Kuli's optionsXpress Experience January 2008 - Present
Job Managing Director
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
optionsXpress International, Inc. 2012 - Present
optionsXpress Singapore Pte. Ltd. 2012 - Present
optionsXpress Australia Pty Limited 2012 - Present
Investment Educators Asia Pte. Ltd. 2012 - Present
Investment Educators Hong Kong Pte. Ltd. 2012 - Present
optionsXpress January 2008 - Present
optionsXpress April 2006 - January 2008
optionsXpress November 2001 - April 2006
TD Waterhouse 2000 - 2001
Skills
Series 7, Series 24, Series 63, Series 4, Securities, New Business Development, Business Strategy, Strategic Partnerships, Options, Investments, Global Business..., Global Strategy, Global Management, International..., Spread Trading, Business Process..., Channel Partners, FINRA, Derivatives, Financial Services, Trading, Mutual Funds, Electronic Trading, Trading Systems, Equities, Financial Markets
Education
University of Iowa College of Law 1997 — 2000
Doctor of Law (J.D.)
Ripon College 1993 — 1997
Bachelor of Arts (B.A.)
Université Paris Sorbonne (Paris IV) 1996 — 1996
Certificate
Lake Forest Academy 1990 — 1993
Charles Schwab September 2011 - Present
optionsXpress International, Inc. 2012 - Present
optionsXpress Singapore Pte. Ltd. 2012 - Present
optionsXpress Australia Pty Limited 2012 - Present
Investment Educators Asia Pte. Ltd. 2012 - Present
Investment Educators Hong Kong Pte. Ltd. 2012 - Present
optionsXpress January 2008 - Present
optionsXpress April 2006 - January 2008
optionsXpress November 2001 - April 2006
TD Waterhouse 2000 - 2001
Skills
Series 7, Series 24, Series 63, Series 4, Securities, New Business Development, Business Strategy, Strategic Partnerships, Options, Investments, Global Business..., Global Strategy, Global Management, International..., Spread Trading, Business Process..., Channel Partners, FINRA, Derivatives, Financial Services, Trading, Mutual Funds, Electronic Trading, Trading Systems, Equities, Financial Markets
Education
University of Iowa College of Law 1997 — 2000
Doctor of Law (J.D.)
Ripon College 1993 — 1997
Bachelor of Arts (B.A.)
Université Paris Sorbonne (Paris IV) 1996 — 1996
Certificate
Lake Forest Academy 1990 — 1993
Judi Norrick's optionsXpress Experience June 2004 - March 2008
Job Systems Analyst at Aon Hewitt
Industry Health, Wellness and Fitness
Experience
AonHewitt August 2008 - Present
optionsXpress June 2004 - March 2008
Ciber October 1997 - June 2004
Sears 2000 - 2004
Sears 2000 - 2004
Midwestern University September 1994 - October 1997
Skills
SQL, PL/SQL, Testing, Test Planning, System Testing, Quality Assurance, SDLC, Analysis, Microsoft SQL Server, Agile Methodologies, Business Analysis, SharePoint
Education
Columbia College Chicago 1987 — 1991
BA, Professional Photography
AonHewitt August 2008 - Present
optionsXpress June 2004 - March 2008
Ciber October 1997 - June 2004
Sears 2000 - 2004
Sears 2000 - 2004
Midwestern University September 1994 - October 1997
Skills
SQL, PL/SQL, Testing, Test Planning, System Testing, Quality Assurance, SDLC, Analysis, Microsoft SQL Server, Agile Methodologies, Business Analysis, SharePoint
Education
Columbia College Chicago 1987 — 1991
BA, Professional Photography
Ron Molnar's optionsXpress Experience July 2006 - Present
Job director clearing operations at optionsXpress
Industry Financial Services
Experience
optionsXpress July 2006 - Present
Terra Nova Trading 2003 - 2006
Web Street Securities 1999 - 2002
web street 1999 - 2001
Skills
FINRA, Securities, Options, Equities, Series 63, Clearing, Trading, Series 24, Derivatives, Trading Systems, Banking, Hedge Funds, Financial Markets, Equity Trading, Electronic Trading, Series 7
Education
University of Illinois at Chicago 1968 — 1972
BS, Business
optionsXpress July 2006 - Present
Terra Nova Trading 2003 - 2006
Web Street Securities 1999 - 2002
web street 1999 - 2001
Skills
FINRA, Securities, Options, Equities, Series 63, Clearing, Trading, Series 24, Derivatives, Trading Systems, Banking, Hedge Funds, Financial Markets, Equity Trading, Electronic Trading, Series 7
Education
University of Illinois at Chicago 1968 — 1972
BS, Business
Philip Kepler's optionsXpress Experience September 2007 - September 2011
Job Managing Director, Innovation & Platform Management
Industry Financial Services
Experience
optionsXpress (Charles Schwab) April 2012 - Present
optionsXpress, Inc. September 2011 - April 2012
optionsXpress September 2007 - September 2011
optionsXpress Holdings, Inc. 2007 - August 2007
XPRESSTRADE 1997 - 2007
Skills
Agile Methodologies, Agile Project Management, Futures Trading, Managed Futures, Options Trading, Product Development, Product Management, Equity Derivatives, Options, Product Innovation, Innovation Development, Strategic Partnerships, Business Analysis, Vendor Management, Business Development, Software Project..., Start-ups, Trading, Mergers & Acquisitions, Business Strategy, Integration, Project Management, Management, Strategy
Education
The University of Chicago - Booth School of Business 1992 — 1995
Master of Business Administration (MBA), Applied Finance
Washington University in St. Louis 1984 — 1987
Bachelor of Arts (B.A.), Economics
New Trier
optionsXpress (Charles Schwab) April 2012 - Present
optionsXpress, Inc. September 2011 - April 2012
optionsXpress September 2007 - September 2011
optionsXpress Holdings, Inc. 2007 - August 2007
XPRESSTRADE 1997 - 2007
Skills
Agile Methodologies, Agile Project Management, Futures Trading, Managed Futures, Options Trading, Product Development, Product Management, Equity Derivatives, Options, Product Innovation, Innovation Development, Strategic Partnerships, Business Analysis, Vendor Management, Business Development, Software Project..., Start-ups, Trading, Mergers & Acquisitions, Business Strategy, Integration, Project Management, Management, Strategy
Education
The University of Chicago - Booth School of Business 1992 — 1995
Master of Business Administration (MBA), Applied Finance
Washington University in St. Louis 1984 — 1987
Bachelor of Arts (B.A.), Economics
New Trier
Nan Martin's optionsXpress Experience 2005 - 2013
Job Certified Hypnotherapist
Industry Health, Wellness and Fitness
Experience
US Navy 2008 - Present
Positive Life Hypnosis December 2007 - Present
OptionsXpress 2005 - 2013
Raytheon Missile Systems, TRW, NASA June 1987 - September 2008
Raytheon Missile Systems September 2005 - August 2008
Skills
Hypnotherapy, Weight, Insomnia, Relaxation, Stress Reduction, Stress, Stress Management, Wellbeing, Self-esteem, Pain Management, Meditation, Personal Development, Yoga, Smoking Cessation, Lifestyle, Hypnosis, Phobias, Groups, Past Life Regression, Guided Imagery, Blogging, Coaching, Customer Service, Google Groups, Holistic Health, Management, Microsoft Office, Motivational Speaking, NLP, Nutrition, Program Management, Public Speaking, Social Media, Teaching, Team Building, Treatment, Wellness
Education
Wesland Institute 2007 — 2008
Hypnosis and NLP Certification, Hypnotherapy/Hypnotherapist
University of Arizona 1994 — 1999
Master of Music, Music Performance, General
University of Alabama 1983 — 1987
BS, Computer Engineering
US Navy 2008 - Present
Positive Life Hypnosis December 2007 - Present
OptionsXpress 2005 - 2013
Raytheon Missile Systems, TRW, NASA June 1987 - September 2008
Raytheon Missile Systems September 2005 - August 2008
Skills
Hypnotherapy, Weight, Insomnia, Relaxation, Stress Reduction, Stress, Stress Management, Wellbeing, Self-esteem, Pain Management, Meditation, Personal Development, Yoga, Smoking Cessation, Lifestyle, Hypnosis, Phobias, Groups, Past Life Regression, Guided Imagery, Blogging, Coaching, Customer Service, Google Groups, Holistic Health, Management, Microsoft Office, Motivational Speaking, NLP, Nutrition, Program Management, Public Speaking, Social Media, Teaching, Team Building, Treatment, Wellness
Education
Wesland Institute 2007 — 2008
Hypnosis and NLP Certification, Hypnotherapy/Hypnotherapist
University of Arizona 1994 — 1999
Master of Music, Music Performance, General
University of Alabama 1983 — 1987
BS, Computer Engineering
John Lonergan's optionsXpress Experience May 2007 - October 2007
Job CEO, Big Blue Swim School
Industry Retail
Experience
Big Blue Swim School June 2008 - Present
Self Employed October 2007 - July 2008
optionsXpress May 2007 - October 2007
Futures Route, Inc January 2003 - April 2007
Skills
Advertising, Entrepreneurship, Marketing Strategy, Trading, Technical Analysis, Customer Service, New Business Development, Product Management, Commodity, Marketing, Analytics, Online Marketing, Strategic Partnerships, Strategy, Product Marketing, Social Media Marketing, Public Speaking
Education
University of Iowa 1997 — 2002
BS, Finance / MIS
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
Big Blue Swim School June 2008 - Present
Self Employed October 2007 - July 2008
optionsXpress May 2007 - October 2007
Futures Route, Inc January 2003 - April 2007
Skills
Advertising, Entrepreneurship, Marketing Strategy, Trading, Technical Analysis, Customer Service, New Business Development, Product Management, Commodity, Marketing, Analytics, Online Marketing, Strategic Partnerships, Strategy, Product Marketing, Social Media Marketing, Public Speaking
Education
University of Iowa 1997 — 2002
BS, Finance / MIS
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
Chuck Padgurskis's optionsXpress Experience January 2008 - Present
Job Vice President, IT Operations at optionsXpress
Industry Information Technology and Services
Experience
optionsXpress January 2008 - Present
optionsXpress July 2007 - December 2007
XPRESSTRADE, LLC May 1999 - July 2007
Education
DePaul University 2000 — 2002
M.S., Distributed Systems
University of Illinois at Chicago 1995 — 1998
B.A., Economics
University of Illinois at Chicago 1995 — 1998
B.A., Russian Language and Literature
optionsXpress January 2008 - Present
optionsXpress July 2007 - December 2007
XPRESSTRADE, LLC May 1999 - July 2007
Education
DePaul University 2000 — 2002
M.S., Distributed Systems
University of Illinois at Chicago 1995 — 1998
B.A., Economics
University of Illinois at Chicago 1995 — 1998
B.A., Russian Language and Literature
Thomas Rodgers's optionsXpress Experience March 2010 - Present
Job Senior Software Engineer at optionsXpress
Industry Retail
Experience
optionsXpress March 2010 - Present
PrimeSource Healthcare Systmes April 2008 - August 2010
LTD Commodities September 2000 - April 2008
LTD 2000 - 2008
Skills
C#, .NET, SQL
Education
University of New Haven
BS, Engineering
optionsXpress March 2010 - Present
PrimeSource Healthcare Systmes April 2008 - August 2010
LTD Commodities September 2000 - April 2008
LTD 2000 - 2008
Skills
C#, .NET, SQL
Education
University of New Haven
BS, Engineering
Matt Luhman's optionsXpress Experience August 2009 - April 2011
Job Experienced .NET Manager, Architect and Developer; Director of Technology at Total Attorneys
Industry Computer Software
Experience
Total Attorneys May 2011 - Present
optionsXpress August 2009 - April 2011
Daugherty Business Solutions March 2007 - July 2009
JPMorgan Chase May 2002 - March 2007
Heartland Technologies August 2000 - February 2002
SBC 1998 - August 2000
Uarco 1997 - 1998
ComEd 1994 - 1997
Skills
Agile Methodologies, .NET, SOA, Business Analysis, Microsoft SQL Server, Software Development, SDLC, WCF, SQL, C#, XML, ASP.NET, IIS, SSRS, Relational Data Modeling, Application Architecture, Database Design, JavaScript, JSON, MySQL, Windows Services, PHP4/5, cPanel, jQuery, Enterprise Architecture, Project Management, Web Development, Web Services, Multithreading
Education
DePaul University 1996 — 2000
MS, Computer Science
Southern Illinois University, Carbondale 1992 — 1994
BS, Computer Science
Total Attorneys May 2011 - Present
optionsXpress August 2009 - April 2011
Daugherty Business Solutions March 2007 - July 2009
JPMorgan Chase May 2002 - March 2007
Heartland Technologies August 2000 - February 2002
SBC 1998 - August 2000
Uarco 1997 - 1998
ComEd 1994 - 1997
Skills
Agile Methodologies, .NET, SOA, Business Analysis, Microsoft SQL Server, Software Development, SDLC, WCF, SQL, C#, XML, ASP.NET, IIS, SSRS, Relational Data Modeling, Application Architecture, Database Design, JavaScript, JSON, MySQL, Windows Services, PHP4/5, cPanel, jQuery, Enterprise Architecture, Project Management, Web Development, Web Services, Multithreading
Education
DePaul University 1996 — 2000
MS, Computer Science
Southern Illinois University, Carbondale 1992 — 1994
BS, Computer Science
Ryan E. Main's optionsXpress Experience July 2014 - Present
Job Managing Director of Derivative Compliance
Industry Financial Services
Experience
optionsXpress July 2014 - Present
Wells Fargo Advisors, LLC June 2006 - June 2014
Wachovia Securities June 2002 - June 2014
Wachovia Securities, LLC, Wachovia Securities Financial Network, LLC June 2002 - June 2014
Wachovia, A Wells Fargo Company 2002 - June 2014
Wells Fargo Advisors, LLC 2002 - June 2014
Wachovia Securities 2002 - 2008
Wachovia Securities June 2002 - June 2006
T. Rowe Price Investment Services, Inc May 1997 - May 2002
Wheat First Butcher Singer, Inc October 1996 - April 1997
Skills
FINRA, Series 7, Fixed Income, Series 63, Mutual Funds, Series 24, Securities, Options, Trading, Equities, Asset Management, Financial Services, Series 65, Brokerage, Risk Management, Investment Advisory, Uniform Combined State...
Education
Mount Saint Mary's College 1991 — 1994
Mount Saint Mary's College 1991 — 1994
Bachelor of Science; Associates, Business and Finance; Business Administration
optionsXpress July 2014 - Present
Wells Fargo Advisors, LLC June 2006 - June 2014
Wachovia Securities June 2002 - June 2014
Wachovia Securities, LLC, Wachovia Securities Financial Network, LLC June 2002 - June 2014
Wachovia, A Wells Fargo Company 2002 - June 2014
Wells Fargo Advisors, LLC 2002 - June 2014
Wachovia Securities 2002 - 2008
Wachovia Securities June 2002 - June 2006
T. Rowe Price Investment Services, Inc May 1997 - May 2002
Wheat First Butcher Singer, Inc October 1996 - April 1997
Skills
FINRA, Series 7, Fixed Income, Series 63, Mutual Funds, Series 24, Securities, Options, Trading, Equities, Asset Management, Financial Services, Series 65, Brokerage, Risk Management, Investment Advisory, Uniform Combined State...
Education
Mount Saint Mary's College 1991 — 1994
Mount Saint Mary's College 1991 — 1994
Bachelor of Science; Associates, Business and Finance; Business Administration
Mark Nicodemo's optionsXpress Experience December 2011 - July 2012
Job Paralegal
Industry Legal Services
Experience
Katten Muchin Rosenman LLP March 2014 - April 2014
Northwestern Medical Faculty Foundation 2012 - 2013
optionsXpress December 2011 - July 2012
Zurich Insurance Company Ltd 2006 - 2007
Skills
Legal Writing, Legal Research, Intellectual Property, Document Review, Contract Review, Microsoft Office, Litigation, Contract Management, Database Maintenance, Commercial Litigation, Litigation Support, Microsoft Excel, Civil Litigation, Courts, Legal Issues, Corporate Law, Westlaw, Microsoft Word
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2002
Juris Doctor, Law
University of Illinois at Chicago 1994 — 1998
Bachelor of Arts with Honors, English, 4.45 / 5.0
Katten Muchin Rosenman LLP March 2014 - April 2014
Northwestern Medical Faculty Foundation 2012 - 2013
optionsXpress December 2011 - July 2012
Zurich Insurance Company Ltd 2006 - 2007
Skills
Legal Writing, Legal Research, Intellectual Property, Document Review, Contract Review, Microsoft Office, Litigation, Contract Management, Database Maintenance, Commercial Litigation, Litigation Support, Microsoft Excel, Civil Litigation, Courts, Legal Issues, Corporate Law, Westlaw, Microsoft Word
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2002
Juris Doctor, Law
University of Illinois at Chicago 1994 — 1998
Bachelor of Arts with Honors, English, 4.45 / 5.0
Bridget (Phillips) Diogo's optionsXpress Experience February 2008 - August 2009
Job Seeking parttime administrative position.
Industry Financial Services
Experience
McHenry Township Assessors Office October 2013 - August 2014
Ottawa Delivered 2009 - February 2012
optionsXpress February 2008 - August 2009
Express Appraisal Service 2003 - 2008
Terra Nova Trading 1999 - 2003
Skills
Financial Markets, Securities, Electronic Trading, Trading Systems, Accounting, Accounts Payable, Analysis, Finance, Financial Services, Invoicing, Outlook
Education
Southern Illinois University, Carbondale
BA, Philosophy
McHenry Township Assessors Office October 2013 - August 2014
Ottawa Delivered 2009 - February 2012
optionsXpress February 2008 - August 2009
Express Appraisal Service 2003 - 2008
Terra Nova Trading 1999 - 2003
Skills
Financial Markets, Securities, Electronic Trading, Trading Systems, Accounting, Accounts Payable, Analysis, Finance, Financial Services, Invoicing, Outlook
Education
Southern Illinois University, Carbondale
BA, Philosophy
Marty McDonagh's optionsXpress Experience 2006 - April 2010
Job Institutional Sales at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers April 2010 - Present
optionsXpress 2006 - April 2010
E*Trade Capital Markets 1999 - 2006
Skills
Electronic Trading, Options, Trading, Trading Systems, Equities, Derivatives, Investments, Securities, Financial Markets, Proprietary Trading, Equity Trading, Fixed Income
Education
DePaul University 1996 — 2000
B.S.
Interactive Brokers April 2010 - Present
optionsXpress 2006 - April 2010
E*Trade Capital Markets 1999 - 2006
Skills
Electronic Trading, Options, Trading, Trading Systems, Equities, Derivatives, Investments, Securities, Financial Markets, Proprietary Trading, Equity Trading, Fixed Income
Education
DePaul University 1996 — 2000
B.S.
Christopher Coccitto's optionsXpress Experience May 2014 - Present
Job Sr Manager Operations Data at optionsXpress
Industry Financial Services
Experience
optionsXpress May 2014 - Present
TransUnion July 2011 - April 2014
Walgreens October 2008 - June 2011
LECG May 2007 - August 2008
JPMorgan Chase July 2005 - April 2007
Skills
Visual Basic, SQL, Excel, VBA, Access, Pricing, Microsoft Excel, Databases, Profit, Financial Forecasting, SAS, Financial Modeling, Financial Analysis, Analytics, Business Analysis, Essbase, Analysis, Statistics, Data Analysis, Financial Reporting, Finance, Forecasting
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
MBA, Information Systems
Xavier University - School of Business Administration 2001 — 2005
BSBA, Finance
optionsXpress May 2014 - Present
TransUnion July 2011 - April 2014
Walgreens October 2008 - June 2011
LECG May 2007 - August 2008
JPMorgan Chase July 2005 - April 2007
Skills
Visual Basic, SQL, Excel, VBA, Access, Pricing, Microsoft Excel, Databases, Profit, Financial Forecasting, SAS, Financial Modeling, Financial Analysis, Analytics, Business Analysis, Essbase, Analysis, Statistics, Data Analysis, Financial Reporting, Finance, Forecasting
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
MBA, Information Systems
Xavier University - School of Business Administration 2001 — 2005
BSBA, Finance
Patrick Myrato's optionsXpress Experience November 2012 - December 2013
Job Computer Hardware Professional
Industry Information Technology and Services
Experience
Senior Lifestyle Corporation January 2014 - July 2014
optionsXpress November 2012 - December 2013
CannonDesign October 2010 - September 2012
Republic Services December 2006 - September 2008
Affiliated Computer Services August 2006 - September 2008
Skills
VPN, Data Center, XP, Troubleshooting, Technical Support, Management, Access, IT Service Management, Hardware, Windows XP, Windows 7, Help Desk Support, Laptops, Printers, Network Administration, Remote Desktop, Blackberry, HP, Desktop Computers, Project Management
Education
Nassau Community College
Senior Lifestyle Corporation January 2014 - July 2014
optionsXpress November 2012 - December 2013
CannonDesign October 2010 - September 2012
Republic Services December 2006 - September 2008
Affiliated Computer Services August 2006 - September 2008
Skills
VPN, Data Center, XP, Troubleshooting, Technical Support, Management, Access, IT Service Management, Hardware, Windows XP, Windows 7, Help Desk Support, Laptops, Printers, Network Administration, Remote Desktop, Blackberry, HP, Desktop Computers, Project Management
Education
Nassau Community College
Robert McCloskey's optionsXpress Experience July 2008 - November 2012
Job Quality Assurance at Echo Global Logistics
Industry Internet
Experience
Echo Global Logistics December 2012 - Present
optionsXpress July 2008 - November 2012
Eastern Illinois University 2004 - 2008
Skills
MS Office Suite, SQL, MySQL, SQL Server, Manual Testing, Test Cases, Visual Basic, Test Planning, C#, Troubleshooting, Software Development, Microsoft SQL Server
Education
Eastern Illinois University 2004 — 2008
Management Information Systems, Programming
Echo Global Logistics December 2012 - Present
optionsXpress July 2008 - November 2012
Eastern Illinois University 2004 - 2008
Skills
MS Office Suite, SQL, MySQL, SQL Server, Manual Testing, Test Cases, Visual Basic, Test Planning, C#, Troubleshooting, Software Development, Microsoft SQL Server
Education
Eastern Illinois University 2004 — 2008
Management Information Systems, Programming
Brad Filipek's optionsXpress Experience September 2007 - September 2011
Job Sr Storage Engineer at ULTA
Industry Financial Services
Experience
ULTA Beauty December 2014 - Present
Charles Schwab March 2013 - December 2014
Charles Schwab September 2011 - March 2013
optionsXpress September 2007 - September 2011
Continental Refrigerated Services, LLC. November 2005 - September 2007
NetBlast, Ltd. February 2003 - November 2005
Giant Step March 2001 - December 2001
Skills
Virtualization, Disaster Recovery, VMware, Storage Area Networks, Storage, Data Center, Windows Server, SAN, Server Architecture, VDI, Server Administration, VMware ESX, VMware Infrastructure, vSphere, Networking
Education
VMware 2010 — 2010
VCP, VMware
RedHat 2007 — 2007
RHCT, RedHat
Microsoft 2004 — 2004
MCP, Microsoft
Moraine Valley Community College 2002 — 2004
AAS, Information Technology
ULTA Beauty December 2014 - Present
Charles Schwab March 2013 - December 2014
Charles Schwab September 2011 - March 2013
optionsXpress September 2007 - September 2011
Continental Refrigerated Services, LLC. November 2005 - September 2007
NetBlast, Ltd. February 2003 - November 2005
Giant Step March 2001 - December 2001
Skills
Virtualization, Disaster Recovery, VMware, Storage Area Networks, Storage, Data Center, Windows Server, SAN, Server Architecture, VDI, Server Administration, VMware ESX, VMware Infrastructure, vSphere, Networking
Education
VMware 2010 — 2010
VCP, VMware
RedHat 2007 — 2007
RHCT, RedHat
Microsoft 2004 — 2004
MCP, Microsoft
Moraine Valley Community College 2002 — 2004
AAS, Information Technology
James Ontiveros's optionsXpress Experience April 2006 - March 2012
Job Clearing Associate at Jump Trading, LLC
Industry Financial Services
Experience
Jump Trading, LLC March 2012 - Present
optionsXpress April 2006 - March 2012
ED&F Man 1995 - 2001
Skills
Options, Trading, Equities, Electronic Trading, Series 7, Trading Systems, Managed Futures, Commodity, Options Strategies, Derivatives, Series 63, Securities, Proprietary Trading, Equity Trading, FX Options, FINRA
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1994
Bachelor of Business Administration (BBA), Marketing
University of Illinois at Urbana-Champaign 1988 — 1991
Aviation - Aircraft Mechanics and Flight
Jump Trading, LLC March 2012 - Present
optionsXpress April 2006 - March 2012
ED&F Man 1995 - 2001
Skills
Options, Trading, Equities, Electronic Trading, Series 7, Trading Systems, Managed Futures, Commodity, Options Strategies, Derivatives, Series 63, Securities, Proprietary Trading, Equity Trading, FX Options, FINRA
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1994
Bachelor of Business Administration (BBA), Marketing
University of Illinois at Urbana-Champaign 1988 — 1991
Aviation - Aircraft Mechanics and Flight
Michael Kamp's optionsXpress Experience Operations SpecialistPax Clearing Corporation2000 - 2007
Job Senior Operations Specialist at optionsXpress
Industry Financial Services
Experience
optionsXpress Operations SpecialistPax Clearing Corporation2000 - 2007
Education
Indiana State University 1982 — 1987
BS, Finance
optionsXpress Operations SpecialistPax Clearing Corporation2000 - 2007
Education
Indiana State University 1982 — 1987
BS, Finance
Noam Malka's optionsXpress Experience 2002 - 2007
Job Head of Development at Cornerstone Trading Group
Industry Information Technology and Services
Experience
Cornerstone Trading Group February 2009 - August 2011
Vizioncore December 2008 - February 2009
Spectrum Global Fund Administration December 2007 - July 2008
optionsXpress 2002 - 2007
Telution August 2000 - November 2001
Education
Rutgers University-New Brunswick 1994 — 1998
BA, Math and Statistics
Cornerstone Trading Group February 2009 - August 2011
Vizioncore December 2008 - February 2009
Spectrum Global Fund Administration December 2007 - July 2008
optionsXpress 2002 - 2007
Telution August 2000 - November 2001
Education
Rutgers University-New Brunswick 1994 — 1998
BA, Math and Statistics
Megan Romack, CPP's optionsXpress Experience March 2010 - August 2011
Job Experienced Analyst at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
Accenture September 2014 - May 2015
Accenture September 2013 - September 2014
PayTech June 2012 - August 2013
Charles Schwab September 2011 - June 2012
optionsXpress March 2010 - August 2011
Furniture Brands International May 2008 - December 2009
Thomson Reuters 2007 - 2008
Skills
Payroll, Payroll Taxes, PeopleSoft, ADP Payroll, Employee Benefits, Ceridian, Microsoft Word, HRIS, Access, Employee Relations, PowerPoint, Multi-state Payroll..., FMLA, Deferred Compensation, Human Resources, Onboarding, Benefits Administration, Performance Management, Excel, Word, Workday, eTime, Garnishments, ADP ReportSmith, Paychex, American Sign Language, Microsoft Excel, Project Management, Process Improvement, Consulting
Education
Illinois State University 1998 — 2001
BS Ed, Deaf Education
Springfield Southeast High School
PwC June 2015 - Present
Accenture September 2014 - May 2015
Accenture September 2013 - September 2014
PayTech June 2012 - August 2013
Charles Schwab September 2011 - June 2012
optionsXpress March 2010 - August 2011
Furniture Brands International May 2008 - December 2009
Thomson Reuters 2007 - 2008
Skills
Payroll, Payroll Taxes, PeopleSoft, ADP Payroll, Employee Benefits, Ceridian, Microsoft Word, HRIS, Access, Employee Relations, PowerPoint, Multi-state Payroll..., FMLA, Deferred Compensation, Human Resources, Onboarding, Benefits Administration, Performance Management, Excel, Word, Workday, eTime, Garnishments, ADP ReportSmith, Paychex, American Sign Language, Microsoft Excel, Project Management, Process Improvement, Consulting
Education
Illinois State University 1998 — 2001
BS Ed, Deaf Education
Springfield Southeast High School
Steven Hibnick's optionsXpress Experience November 2010 - Present
Job Software Engineer at optionsXpress
Industry Capital Markets
Experience
optionsXpress November 2010 - Present
Green Fund Partners January 2010 - August 2010
Edge Financial Technologies February 2009 - July 2009
Arc Light Consulting March 2008 - January 2009
Capital Markets Consulting March 2007 - March 2008
Skills
C#, SQL, Agile Methodologies, Microsoft SQL Server, Software Development, Java, .NET, C++, SDLC, XML, Visual Studio, SOA, Database Design
Education
Purdue University 2002 — 2006
Bachelor of Science (BS), Computer Science
Purdue University
Bachelor of Science (BS), Computer Science
optionsXpress November 2010 - Present
Green Fund Partners January 2010 - August 2010
Edge Financial Technologies February 2009 - July 2009
Arc Light Consulting March 2008 - January 2009
Capital Markets Consulting March 2007 - March 2008
Skills
C#, SQL, Agile Methodologies, Microsoft SQL Server, Software Development, Java, .NET, C++, SDLC, XML, Visual Studio, SOA, Database Design
Education
Purdue University 2002 — 2006
Bachelor of Science (BS), Computer Science
Purdue University
Bachelor of Science (BS), Computer Science
Sarah Wessel's optionsXpress Experience May 2013 - Present
Job Software developer at OptionsXpress
Industry Investment Management
Experience
optionsXpress May 2013 - Present
Caissa, LLC March 2011 - May 2013
Infobase Publishing May 2009 - March 2011
STATS LLC June 2007 - May 2009
Skills
C#, JavaScript, .NET, SQL, SSIS, Visual Basic, Oracle, MVC, VB.NET, ASP.NET, Microsoft SQL Server, IIS, XML, jQuery, Visual Studio, XSLT, HTML, T-SQL, CSS, Subversion, ASP, Umbraco, HTML 5
Education
University of Iowa 2002 — 2007
Bachelors, Computer Science, Business
optionsXpress May 2013 - Present
Caissa, LLC March 2011 - May 2013
Infobase Publishing May 2009 - March 2011
STATS LLC June 2007 - May 2009
Skills
C#, JavaScript, .NET, SQL, SSIS, Visual Basic, Oracle, MVC, VB.NET, ASP.NET, Microsoft SQL Server, IIS, XML, jQuery, Visual Studio, XSLT, HTML, T-SQL, CSS, Subversion, ASP, Umbraco, HTML 5
Education
University of Iowa 2002 — 2007
Bachelors, Computer Science, Business
Sheldon (Xiaofeng) Sun's optionsXpress Experience March 2013 - September 2014
Job Senior .NET & SalesForce developer at Jet Support Services Inc. JSSI
Industry Computer Software
Experience
Jet Support Services Inc. - JSSI November 2014 - Present
optionsXpress March 2013 - September 2014
Apogee Strategies LLC June 2009 - March 2013
American College of Surgeons February 2012 - February 2013
Rightpoint December 2011 - January 2012
Jet Support Services Inc. - JSSI May 2011 - December 2011
Cook County Health and Hospitals System August 2010 - September 2010
Siemens 2008 - 2009
Skills
.NET, C#, AngularJS, Bootstrap, Electronic Trading, Trading Strategies, Options Strategies, Microsoft Dynamics CRM, JQuery, ASP.NET, SharePoint, JavaScript, SQL, VB.NET, VB 6.0, LINQ, WCF, Silverlight, ASP.NET MVC, SSRS, Web Services, WPF, WF, Windows Phone 7, HTML, XSLT, ActionScript, Visual Basic, Windows Phone, Microsoft CRM, AJAX, Maya
Education
State University of New York College at Potsdam 2006 — 2007
Master, Information Technology, Game Development oriented, GPA 3.92
Memorial University of Newfoundland 2002 — 2006
Bachelor, Telecommunication Engineering
Jet Support Services Inc. - JSSI November 2014 - Present
optionsXpress March 2013 - September 2014
Apogee Strategies LLC June 2009 - March 2013
American College of Surgeons February 2012 - February 2013
Rightpoint December 2011 - January 2012
Jet Support Services Inc. - JSSI May 2011 - December 2011
Cook County Health and Hospitals System August 2010 - September 2010
Siemens 2008 - 2009
Skills
.NET, C#, AngularJS, Bootstrap, Electronic Trading, Trading Strategies, Options Strategies, Microsoft Dynamics CRM, JQuery, ASP.NET, SharePoint, JavaScript, SQL, VB.NET, VB 6.0, LINQ, WCF, Silverlight, ASP.NET MVC, SSRS, Web Services, WPF, WF, Windows Phone 7, HTML, XSLT, ActionScript, Visual Basic, Windows Phone, Microsoft CRM, AJAX, Maya
Education
State University of New York College at Potsdam 2006 — 2007
Master, Information Technology, Game Development oriented, GPA 3.92
Memorial University of Newfoundland 2002 — 2006
Bachelor, Telecommunication Engineering
Brian Klerman's optionsXpress Experience May 2007 - July 2008
Job Controller at Chicago Press Corporation
Industry Printing
Experience
Chicago Press Corporation July 2008 - Present
optionsXpress May 2007 - July 2008
Peryam & Kroll April 2002 - May 2007
Kraft Foods 2000 - 2002
Levy Restaurants 1998 - 2000
Klayman & Korman 1994 - 1998
Hochfelder, Birkenstein, Benjamin & Weber 1993 - 1994
Skills
Accounting, Financial Reporting, Auditing, Collections, Vendor Management Skills, Payroll, Budgets, Tax, Internal Audit, Contract Negotiation, CPA, Financial Accounting, Finance, Financial Analysis, Strategic Planning, Leadership, Process Improvement, Internal Controls, Microsoft Excel, Sales, New Business Development, Forecasting, Customer Service, Marketing, Sarbanes-Oxley Act, Financial Planning, US GAAP, Account Reconciliation, Mergers & Acquisitions, Account Management, Cash Flow, GAAP, Management, Negotiation, Analysis
Education
California State University-Northridge 1989 — 1992
BSBA, Accounting
Chicago Press Corporation July 2008 - Present
optionsXpress May 2007 - July 2008
Peryam & Kroll April 2002 - May 2007
Kraft Foods 2000 - 2002
Levy Restaurants 1998 - 2000
Klayman & Korman 1994 - 1998
Hochfelder, Birkenstein, Benjamin & Weber 1993 - 1994
Skills
Accounting, Financial Reporting, Auditing, Collections, Vendor Management Skills, Payroll, Budgets, Tax, Internal Audit, Contract Negotiation, CPA, Financial Accounting, Finance, Financial Analysis, Strategic Planning, Leadership, Process Improvement, Internal Controls, Microsoft Excel, Sales, New Business Development, Forecasting, Customer Service, Marketing, Sarbanes-Oxley Act, Financial Planning, US GAAP, Account Reconciliation, Mergers & Acquisitions, Account Management, Cash Flow, GAAP, Management, Negotiation, Analysis
Education
California State University-Northridge 1989 — 1992
BSBA, Accounting
Arpit Gangrade's optionsXpress Experience 2006 - February 2007
Job Senior Software Engineer at CCC Information Services
Industry Computer Software
Experience
CCC Information Services June 2012 - Present
CCC Information Services June 2011 - Present
Requisite Software Inc November 2009 - June 2011
Click Commerce Inc February 2007 - November 2009
optionsXpress 2006 - February 2007
Stellent May 2005 - December 2006
Stellent 2005 - 2006
Skills
Web Services, Spring, AJAX, Perl, jQuery, Agile Methodologies, .NET, REST, Mobile Applications, Java Enterprise Edition, WebLogic, JMS, JDBC, Spring Framework
Education
Illinois Institute of Technology 2004 — 2006
Master's degree, Computer Science
Institute of Technology and Management 1999 — 2003
Bachelor's degree, Computer Science
CCC Information Services June 2012 - Present
CCC Information Services June 2011 - Present
Requisite Software Inc November 2009 - June 2011
Click Commerce Inc February 2007 - November 2009
optionsXpress 2006 - February 2007
Stellent May 2005 - December 2006
Stellent 2005 - 2006
Skills
Web Services, Spring, AJAX, Perl, jQuery, Agile Methodologies, .NET, REST, Mobile Applications, Java Enterprise Edition, WebLogic, JMS, JDBC, Spring Framework
Education
Illinois Institute of Technology 2004 — 2006
Master's degree, Computer Science
Institute of Technology and Management 1999 — 2003
Bachelor's degree, Computer Science
Chris Kersten's optionsXpress Experience 2008 - October 2010
Job Director of Business Intelligence at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners April 2015 - Present
OptionsHouse Acquisition, LLC September 2014 - March 2015
OptionsHouse February 2012 - September 2014
OptionsHouse October 2010 - February 2012
optionsXpress 2008 - October 2010
Matria Healthcare 2007 - 2008
Hewitt Associates 2005 - 2007
Skills
Analytics, Business Analysis, SQL, Data Analysis, Web Analytics, Process Improvement, Analysis, Business Intelligence, CRM, Quality Assurance, Strategy, Data Warehousing, Management, Project Management, Leadership
Education
University of Illinois at Chicago
MBA, Finance
University of Illinois at Chicago 2006 — 2010
MS, Management Information Systems
University of Illinois at Chicago 2003 — 2005
BA, Economics
Performance Trust Capital Partners April 2015 - Present
OptionsHouse Acquisition, LLC September 2014 - March 2015
OptionsHouse February 2012 - September 2014
OptionsHouse October 2010 - February 2012
optionsXpress 2008 - October 2010
Matria Healthcare 2007 - 2008
Hewitt Associates 2005 - 2007
Skills
Analytics, Business Analysis, SQL, Data Analysis, Web Analytics, Process Improvement, Analysis, Business Intelligence, CRM, Quality Assurance, Strategy, Data Warehousing, Management, Project Management, Leadership
Education
University of Illinois at Chicago
MBA, Finance
University of Illinois at Chicago 2006 — 2010
MS, Management Information Systems
University of Illinois at Chicago 2003 — 2005
BA, Economics
Joseph Cusick's optionsXpress Experience October 2001 - December 2013
Job VP of Wealth & Asset Management at MoneyBlock
Industry Financial Services
Experience
MoneyBlock January 2014 - Present
optionsXpress October 2001 - December 2013
CBOE March 1996 - October 2001
Skills
Series 3, Managed Futures, Options Strategies, Series 7, Series 63, series 4, Alternative Investments, Commodity, Derivatives, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Hedging, Series 24, FINRA, Financial Markets, Market Making, Options, Proprietary Trading, Trading, Securities, Trading Strategies, Trading Systems, Volatility, Traders, Portfolio Management, Strategy, Education
Education
Marquette University 1990 — 1994
Bachelor of Arts, Communication/English
University of Wisconsin-Madison 1989 — 1990
MoneyBlock January 2014 - Present
optionsXpress October 2001 - December 2013
CBOE March 1996 - October 2001
Skills
Series 3, Managed Futures, Options Strategies, Series 7, Series 63, series 4, Alternative Investments, Commodity, Derivatives, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Hedging, Series 24, FINRA, Financial Markets, Market Making, Options, Proprietary Trading, Trading, Securities, Trading Strategies, Trading Systems, Volatility, Traders, Portfolio Management, Strategy, Education
Education
Marquette University 1990 — 1994
Bachelor of Arts, Communication/English
University of Wisconsin-Madison 1989 — 1990
Paul Eppen's optionsXpress Experience August 2007 - January 2010
Job Managing Partner MSW Marketing
Industry Marketing and Advertising
Experience
MSW Marketing February 2014 - Present
Vatterott College November 2012 - November 2013
ATI Enterprises June 2011 - November 2012
Campus Direct July 2010 - August 2011
optionsXpress August 2007 - January 2010
DeVry Inc. April 2004 - August 2007
Skills
Online Advertising, Direct Marketing, Lead Generation, Email Marketing, SEM, Customer Acquisition, Strategic Partnerships, PPC, Marketing Strategy, Digital Marketing, SEO, Analytics, Marketing, Social Media Marketing, Business Development, Start-ups, New Business Development, Advertising, Online Marketing, Product Marketing, Strategic Planning, Integrated Marketing, Account Management, Market Research, Strategy, Competitive Analysis, Entrepreneurship, Marketing Management, B2B
Education
The University of Chicago Booth School of Business 1985 — 1988
MBA, Finance & Marketing
DePauw University 1981 — 1985
BA, Chemistry
MSW Marketing February 2014 - Present
Vatterott College November 2012 - November 2013
ATI Enterprises June 2011 - November 2012
Campus Direct July 2010 - August 2011
optionsXpress August 2007 - January 2010
DeVry Inc. April 2004 - August 2007
Skills
Online Advertising, Direct Marketing, Lead Generation, Email Marketing, SEM, Customer Acquisition, Strategic Partnerships, PPC, Marketing Strategy, Digital Marketing, SEO, Analytics, Marketing, Social Media Marketing, Business Development, Start-ups, New Business Development, Advertising, Online Marketing, Product Marketing, Strategic Planning, Integrated Marketing, Account Management, Market Research, Strategy, Competitive Analysis, Entrepreneurship, Marketing Management, B2B
Education
The University of Chicago Booth School of Business 1985 — 1988
MBA, Finance & Marketing
DePauw University 1981 — 1985
BA, Chemistry
Arthur Rudnicki ,CPA's optionsXpress Experience October 2011 - Present
Job Accountant at OptionsXpress
Industry Accounting
Experience
OptionsXpress October 2011 - Present
Aon Hewitt September 2011 - September 2011
Navistar August 2006 - April 2009
Career Education Corporation November 2004 - August 2006
Allstate October 2000 - November 2004
Meridan Leasing Corporation August 1988 - September 2000
Skills
Excel, Microsoft Office, Word
Education
Dominican University 1990 — 1996
MS, Accounting
OptionsXpress October 2011 - Present
Aon Hewitt September 2011 - September 2011
Navistar August 2006 - April 2009
Career Education Corporation November 2004 - August 2006
Allstate October 2000 - November 2004
Meridan Leasing Corporation August 1988 - September 2000
Skills
Excel, Microsoft Office, Word
Education
Dominican University 1990 — 1996
MS, Accounting
Waiyee (Ng Joa) Kimball's optionsXpress Experience February 2014 - May 2014
Job Compliance Officer at BMO Financial Group
Industry Banking
Experience
BMO Financial Group June 2014 - Present
optionsXpress February 2014 - May 2014
GE Capital June 2013 - October 2013
Federal Reserve Bank of Chicago January 2012 - May 2013
Federal Reserve Bank of Chicago October 2009 - December 2011
Federal Reserve Bank of Chicago October 2006 - October 2009
Pacific Global Bank September 2004 - September 2006
Banco de Venezuela - Grupo Santander May 2002 - September 2002
Bazar Tokio October 1999 - February 2002
Education
DePaul University 2002 — 2004
MBA
Universidad Tecnológica del Centro 1997 — 1999
Licenciada
Universidad Tecnológica del Centro 1994 — 1997
Técnico Superior
BMO Financial Group June 2014 - Present
optionsXpress February 2014 - May 2014
GE Capital June 2013 - October 2013
Federal Reserve Bank of Chicago January 2012 - May 2013
Federal Reserve Bank of Chicago October 2009 - December 2011
Federal Reserve Bank of Chicago October 2006 - October 2009
Pacific Global Bank September 2004 - September 2006
Banco de Venezuela - Grupo Santander May 2002 - September 2002
Bazar Tokio October 1999 - February 2002
Education
DePaul University 2002 — 2004
MBA
Universidad Tecnológica del Centro 1997 — 1999
Licenciada
Universidad Tecnológica del Centro 1994 — 1997
Técnico Superior
Sanket Brahmbhatt's optionsXpress Experience Senior Manager - Software DevelopmentCharles SchwabFebruary 2014 - Present
Job Senior Manager Software Development at Charles Schwab
Industry Financial Services
Experience
optionsXpress Senior Manager - Software DevelopmentCharles SchwabFebruary 2014 - Present
Skills
.NET
Education
Illinois Institute of Technology 2001 — 2002
M.S., Computer Science
Government Engineering College, Gandhinagar 1995 — 1999
B.E., Instrumentation & Control Engineering
M.K. Higher Secondary School, GLS 1990 — 1995
12th Grade, Science
Vandana Primary School 1983 — 1990
Primary Edu., Misc
optionsXpress Senior Manager - Software DevelopmentCharles SchwabFebruary 2014 - Present
Skills
.NET
Education
Illinois Institute of Technology 2001 — 2002
M.S., Computer Science
Government Engineering College, Gandhinagar 1995 — 1999
B.E., Instrumentation & Control Engineering
M.K. Higher Secondary School, GLS 1990 — 1995
12th Grade, Science
Vandana Primary School 1983 — 1990
Primary Edu., Misc
Andrew Smolenski's optionsXpress Experience March 2004 - Present
Job Manager, Operations/Cash Management at optionsXpress
Industry Financial Services
Experience
optionsXpress March 2004 - Present
Bartlett Fire Protection District May 2005 - Present
North American Jet April 2003 - March 2004
CBOE May 2001 - March 2002
Aegon September 2000 - May 2001
National Futures Association June 1999 - August 2000
Skills
Series 7, Project Management, Microsoft Office, Firefighting, Emergency Services, Outlook, EMS, Risk Management, Management, Public Safety, Fire Safety, Rescue, Government, Aviation, Disaster Response, Social Media, Finance, Leadership
Education
DePaul University 1995 — 1999
BS, Major in Finance, Minor in Accounting
Delta Connection Academy 2002 — 2003
FAA Pilot Certifications, Airline/Commercial/Professional Pilot and Flight Crew
Loyola Academy 1991 — 1995
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
optionsXpress March 2004 - Present
Bartlett Fire Protection District May 2005 - Present
North American Jet April 2003 - March 2004
CBOE May 2001 - March 2002
Aegon September 2000 - May 2001
National Futures Association June 1999 - August 2000
Skills
Series 7, Project Management, Microsoft Office, Firefighting, Emergency Services, Outlook, EMS, Risk Management, Management, Public Safety, Fire Safety, Rescue, Government, Aviation, Disaster Response, Social Media, Finance, Leadership
Education
DePaul University 1995 — 1999
BS, Major in Finance, Minor in Accounting
Delta Connection Academy 2002 — 2003
FAA Pilot Certifications, Airline/Commercial/Professional Pilot and Flight Crew
Loyola Academy 1991 — 1995
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Mike Mehleck's optionsXpress Experience tradingMelvin Securities2001 - 2003
Job trading specialist at optionsXpress
Industry Financial Services
Experience
optionsXpress tradingMelvin Securities2001 - 2003
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor, Finance
optionsXpress tradingMelvin Securities2001 - 2003
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor, Finance
Randy Laboy's optionsXpress Experience May 2014 - Present
Job Specialist Brokerage Services at optionsXpress
Industry Financial Services
Experience
optionsXpress May 2014 - Present
Charles Schwab November 2013 - June 2014
New York Life Insurance Company February 2013 - September 2013
eleven plates & wine August 2011 - February 2013
The Melting Pot July 2004 - August 2011
Main Event Entertainment February 2001 - June 2004
Skills
Management, Customer Service, Wine, Event Planning, Event Management, Sales, Payroll, Public Speaking, Marketing, Hospitality, Microsoft Excel, Leadership, Strategic Planning, Social Media, Microsoft Office
Education
The University of Texas at Austin 2004 — 2007
BA, Psychology
optionsXpress May 2014 - Present
Charles Schwab November 2013 - June 2014
New York Life Insurance Company February 2013 - September 2013
eleven plates & wine August 2011 - February 2013
The Melting Pot July 2004 - August 2011
Main Event Entertainment February 2001 - June 2004
Skills
Management, Customer Service, Wine, Event Planning, Event Management, Sales, Payroll, Public Speaking, Marketing, Hospitality, Microsoft Excel, Leadership, Strategic Planning, Social Media, Microsoft Office
Education
The University of Texas at Austin 2004 — 2007
BA, Psychology
Tom Gemmell's optionsXpress Experience November 2002 - March 2012
Job Managing Director at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
Charles Schwab March 2012 - March 2015
optionsXpress November 2002 - March 2012
Brown & Company 1998 - 2001
Skills
Options, Trading, Equities, Series 7, Securities, FINRA, Electronic Trading, Series 63, Mutual Funds, Derivatives, Trading Systems, Equity Trading, Series 24, Options Strategies, Foreign Exchange, Financial Markets, Series 4, Series 3, Futures, Forex
Education
Northern Illinois University 1994 — 1998
Bachelors, Finance
E*TRADE Financial Corporation April 2015 - Present
Charles Schwab March 2012 - March 2015
optionsXpress November 2002 - March 2012
Brown & Company 1998 - 2001
Skills
Options, Trading, Equities, Series 7, Securities, FINRA, Electronic Trading, Series 63, Mutual Funds, Derivatives, Trading Systems, Equity Trading, Series 24, Options Strategies, Foreign Exchange, Financial Markets, Series 4, Series 3, Futures, Forex
Education
Northern Illinois University 1994 — 1998
Bachelors, Finance
Catherine Babik's optionsXpress Experience December 2007 - July 2008
Job External Reporting Manager at Ace Hardware
Industry Mining & Metals
Experience
Ace Hardware March 2015 - Present
A.M. Castle August 2013 - March 2015
Redbox July 2008 - August 2013
optionsXpress December 2007 - July 2008
Sims Metal Management Limited August 1996 - October 2005
Skills
Accounting, Finance, Financial Reporting, Financial Analysis, Forecasting, Budgets, Analysis, Financial Forecasting, Strategic Planning, Cash Flow, P&L, General Ledger, Financial Audits, Managerial Finance, Leadership, Team Building, Team Leadership, Cross-functional Team..., Management, Research, SOX Compliancy, Process Improvement, Inventory Management, Account Reconciliation, Accounts Payable, Vendor Management, Accounts Receivable, Payroll, Mergers & Acquisitions, Strategy, Project Management, Microsoft Excel, SAP, Webfilings, Oracle, Great Plains Software, JD Edwards, Hyperion
Education
North Central College 1995 — 1997
Bachelor's degree, Accounting
University of Illinois at Urbana-Champaign 1988 — 1993
Bachelor's degree, Psychology
Ace Hardware March 2015 - Present
A.M. Castle August 2013 - March 2015
Redbox July 2008 - August 2013
optionsXpress December 2007 - July 2008
Sims Metal Management Limited August 1996 - October 2005
Skills
Accounting, Finance, Financial Reporting, Financial Analysis, Forecasting, Budgets, Analysis, Financial Forecasting, Strategic Planning, Cash Flow, P&L, General Ledger, Financial Audits, Managerial Finance, Leadership, Team Building, Team Leadership, Cross-functional Team..., Management, Research, SOX Compliancy, Process Improvement, Inventory Management, Account Reconciliation, Accounts Payable, Vendor Management, Accounts Receivable, Payroll, Mergers & Acquisitions, Strategy, Project Management, Microsoft Excel, SAP, Webfilings, Oracle, Great Plains Software, JD Edwards, Hyperion
Education
North Central College 1995 — 1997
Bachelor's degree, Accounting
University of Illinois at Urbana-Champaign 1988 — 1993
Bachelor's degree, Psychology
Brian Huibregtse's optionsXpress Experience January 2015 - Present
Job Derivatives Trading Specialist at optionsXpress
Industry Financial Services
Experience
optionsXpress January 2015 - Present
GVN Futures and Options/IMM Futures March 2012 - December 2014
MF Global/ MEB Options April 2007 - March 2012
Citigroup June 2000 - March 2007
Chicago Mercantile Exchange June 1995 - June 2000
Education
Northwestern College 1984 — 1988
B/A, Business Admin/Economics
optionsXpress January 2015 - Present
GVN Futures and Options/IMM Futures March 2012 - December 2014
MF Global/ MEB Options April 2007 - March 2012
Citigroup June 2000 - March 2007
Chicago Mercantile Exchange June 1995 - June 2000
Education
Northwestern College 1984 — 1988
B/A, Business Admin/Economics
Jesse Rusk's optionsXpress Experience 2011 - 2011
Job Senior Staff Accountant at Much Shelist
Industry Accounting
Experience
Much Shelist May 2011 - November 2014
optionsXpress 2011 - 2011
Allen L. Kockler Co September 2009 - November 2010
Girls Incorporated May 2008 - August 2008
Biosecurity Research Institute - Kansas State University May 2007 - August 2007
Skills
Microsoft Excel, Accounting, Microsoft Office, Outlook, Microsoft Word, Budgets, Account Reconciliation, Customer Service, PowerPoint, Research, Financial Analysis, Public Speaking, Risk Management, Payroll, Bookkeeping, Financial Reporting, Supervisory Skills, Sarbanes-Oxley, Spanish, Financial Accounting, Tax
Education
Iowa State University - College of Business 2006 — 2010
Bachelors of Science, Accounting
Much Shelist May 2011 - November 2014
optionsXpress 2011 - 2011
Allen L. Kockler Co September 2009 - November 2010
Girls Incorporated May 2008 - August 2008
Biosecurity Research Institute - Kansas State University May 2007 - August 2007
Skills
Microsoft Excel, Accounting, Microsoft Office, Outlook, Microsoft Word, Budgets, Account Reconciliation, Customer Service, PowerPoint, Research, Financial Analysis, Public Speaking, Risk Management, Payroll, Bookkeeping, Financial Reporting, Supervisory Skills, Sarbanes-Oxley, Spanish, Financial Accounting, Tax
Education
Iowa State University - College of Business 2006 — 2010
Bachelors of Science, Accounting
Hayde Frausto's optionsXpress Experience 2006 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
optionsXpress 2006 - 2011
Godiva Chocolatier 1998 - 2004
Skills
Bilingual-Spanish, WordPerfect, Customer Service, Excel, Answering Phones, Reception
Education
Harrington College of Design 2003 — 2004
Jones Commercial 1991 — 1993
Diploma
optionsXpress 2006 - 2011
Godiva Chocolatier 1998 - 2004
Skills
Bilingual-Spanish, WordPerfect, Customer Service, Excel, Answering Phones, Reception
Education
Harrington College of Design 2003 — 2004
Jones Commercial 1991 — 1993
Diploma
Anthony Quartullo's optionsXpress Experience February 2003 - June 2007
Job Options Broker
Industry Financial Services
Experience
OptionsHouse 2007 - 2010
optionsXpress February 2003 - June 2007
Skills
Series 4, Series 7, series 55, series 63, Options, Options Strategies, Stocks, Trading, Equities, Electronic Trading, Equity Trading, Financial Markets, Trading Strategies, Securities
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Finance, General
OptionsHouse 2007 - 2010
optionsXpress February 2003 - June 2007
Skills
Series 4, Series 7, series 55, series 63, Options, Options Strategies, Stocks, Trading, Equities, Electronic Trading, Equity Trading, Financial Markets, Trading Strategies, Securities
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Finance, General
Jami Gjertsen's optionsXpress Experience October 2014 - Present
Job optionsXpress
Industry Financial Services
Experience
optionsXpress October 2014 - Present
Stotis & Baird Chartered May 2012 - October 2014
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Legal Assistance, Civil Litigation, Corporate Law, Trials, Document Review, Lexis, Courts, Intellectual Property, Litigation Support, Pleadings, Legal Documents, Document Drafting, Personal Injury, Family Law
Education
Kaplan University 2007 — 2010
Bachelor of Science (BS), Paralegal Studies
optionsXpress October 2014 - Present
Stotis & Baird Chartered May 2012 - October 2014
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Legal Assistance, Civil Litigation, Corporate Law, Trials, Document Review, Lexis, Courts, Intellectual Property, Litigation Support, Pleadings, Legal Documents, Document Drafting, Personal Injury, Family Law
Education
Kaplan University 2007 — 2010
Bachelor of Science (BS), Paralegal Studies
Mark Canale's optionsXpress Experience May 2008 - April 2010
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
JPMorgan Chase & Co. February 2015 - May 2015
Scottrade April 2010 - February 2015
optionsXpress May 2008 - April 2010
Scottrade July 2005 - May 2008
Scottrade January 2004 - May 2005
Education
University of Illinois at Chicago 2003 — 2005
Bachelor of Science (B.S.), Marketing
Elgin Community College 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Streamwood High School
Charles Schwab May 2015 - Present
JPMorgan Chase & Co. February 2015 - May 2015
Scottrade April 2010 - February 2015
optionsXpress May 2008 - April 2010
Scottrade July 2005 - May 2008
Scottrade January 2004 - May 2005
Education
University of Illinois at Chicago 2003 — 2005
Bachelor of Science (B.S.), Marketing
Elgin Community College 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Streamwood High School