Penson Financial
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Penson Financial Employees
Employee
Years
Job
Industry
Cody Baker Cody Baker's Penson Financial Experience 2002 - 2004
Job Loopback Analytics
Industry Online Media
Experience
Loopback Analytics February 2015 - Present
Independent Contractor May 2012 - January 2015
Match.com September 2010 - August 2012
AmerisourceBergen Specialty Group January 2007 - September 2010
AmerisourceBergen January 2005 - January 2007
Penson Financial 2002 - 2004
Penson Financial Services 2000 - 2004
Penson Financial 2000 - 2002
Wilshire Baptist Church 1997 - 2000
Skills
Business Intelligence, Data Warehousing, ETL, Performance Tuning, Troubleshooting, SSIS, SSRS, Database Design, Crystal Reports, Visio, SDLC, T-SQL, Databases, Project Management, Master Data Management, Analytics, OLAP, SQL, Oracle, Enterprise Architecture, Data Modeling, Business Intelligence..., Agile Methodologies, Business Objects, ASP.NET, .NET, Microsoft SQL Server, Requirements Analysis, Management, SharePoint, Business Analysis, Software Development, SAP BI, SAP Data Services, Oracle BIEE, Netezza, Autosys, SAP Netweaver, Integration, Requirements Gathering, Software Project..., System Architecture
Education
Fu Jen Catholic University 2013 — 2014
Chinese Studies
Texas A&M University - Mays Business School 1992 — 1997
BBA, Marketing and Management
Loopback Analytics February 2015 - Present
Independent Contractor May 2012 - January 2015
Match.com September 2010 - August 2012
AmerisourceBergen Specialty Group January 2007 - September 2010
AmerisourceBergen January 2005 - January 2007
Penson Financial 2002 - 2004
Penson Financial Services 2000 - 2004
Penson Financial 2000 - 2002
Wilshire Baptist Church 1997 - 2000
Skills
Business Intelligence, Data Warehousing, ETL, Performance Tuning, Troubleshooting, SSIS, SSRS, Database Design, Crystal Reports, Visio, SDLC, T-SQL, Databases, Project Management, Master Data Management, Analytics, OLAP, SQL, Oracle, Enterprise Architecture, Data Modeling, Business Intelligence..., Agile Methodologies, Business Objects, ASP.NET, .NET, Microsoft SQL Server, Requirements Analysis, Management, SharePoint, Business Analysis, Software Development, SAP BI, SAP Data Services, Oracle BIEE, Netezza, Autosys, SAP Netweaver, Integration, Requirements Gathering, Software Project..., System Architecture
Education
Fu Jen Catholic University 2013 — 2014
Chinese Studies
Texas A&M University - Mays Business School 1992 — 1997
BBA, Marketing and Management
Brian Guarnieri Brian Guarnieri's Penson Financial Experience 2008 - 2008
Job Database Administrator III at Emdeon
Industry Financial Services
Experience
Emdeon July 2013 - Present
Texicon 2011 - Present
Texicon 2010 - 2015
Mouser Electronics October 2010 - July 2013
City of Fort Worth September 2009 - November 2010
Texas Women's University February 2009 - August 2010
Penson (Contractor) September 2008 - January 2009
Microsoft June 2008 - September 2008
Latent Zero May 2007 - May 2008
Penson Financial 2008 - 2008
Skills
T-SQL, SSRS, SQL, Databases, Microsoft SQL Server, Software Documentation, Disaster Recovery, Software Development, SSIS, Active Directory, Troubleshooting, XML, Oracle, Integration, C#, SDLC, Windows Server, VB.NET, .NET, Linux, Hardware, C++, Data Warehousing, Requirements Analysis, Microsoft Exchange, Solaris, Programming, Visual Basic, TCP/IP, IIS, Networking, Visio, Technical Support, PL/SQL, Quality Assurance, Agile Methodologies, Testing, Database Administration, Windows, Performance Tuning, Management, Database Design, Data Analysis, SharePoint, Web Applications, Business Intelligence, Analysis, Servers, Process Improvement, Power Shell
Education
Suffolk University 1998 — 2000
Bachelor's degree
The University of Texas at Arlington 1993 — 1997
Part Time Student, Sociology
Nolan
High School
Bunker Hill Community College
Oracle PL-SQL, C++, VB.NET
Emdeon July 2013 - Present
Texicon 2011 - Present
Texicon 2010 - 2015
Mouser Electronics October 2010 - July 2013
City of Fort Worth September 2009 - November 2010
Texas Women's University February 2009 - August 2010
Penson (Contractor) September 2008 - January 2009
Microsoft June 2008 - September 2008
Latent Zero May 2007 - May 2008
Penson Financial 2008 - 2008
Skills
T-SQL, SSRS, SQL, Databases, Microsoft SQL Server, Software Documentation, Disaster Recovery, Software Development, SSIS, Active Directory, Troubleshooting, XML, Oracle, Integration, C#, SDLC, Windows Server, VB.NET, .NET, Linux, Hardware, C++, Data Warehousing, Requirements Analysis, Microsoft Exchange, Solaris, Programming, Visual Basic, TCP/IP, IIS, Networking, Visio, Technical Support, PL/SQL, Quality Assurance, Agile Methodologies, Testing, Database Administration, Windows, Performance Tuning, Management, Database Design, Data Analysis, SharePoint, Web Applications, Business Intelligence, Analysis, Servers, Process Improvement, Power Shell
Education
Suffolk University 1998 — 2000
Bachelor's degree
The University of Texas at Arlington 1993 — 1997
Part Time Student, Sociology
Nolan
High School
Bunker Hill Community College
Oracle PL-SQL, C++, VB.NET
Sally Finnefrock Sally Finnefrock's Penson Financial Experience February 2008 - November 2010
Job Project Manager Consultant at AT&T
Industry Information Technology and Services
Experience
AT&T January 2014 - Present
AustinCSI January 2014 - March 2015
ARGO Data Resource Corporation November 2011 - December 2013
Penson Financial Services November 2010 - November 2011
Penson Financial February 2008 - November 2010
Penson Financial Services March 2007 - February 2008
Skills
Training, Risk Management, Securities, Testing, Management, Project Management, Portfolio Management, Visio, Back Office, Trading Systems, Trading, Project Planning, Process Improvement, Integration, Microsoft Office, Business Analysis, Options, Program Management
Education
The University of Texas at Dallas
BS, Finance
AT&T January 2014 - Present
AustinCSI January 2014 - March 2015
ARGO Data Resource Corporation November 2011 - December 2013
Penson Financial Services November 2010 - November 2011
Penson Financial February 2008 - November 2010
Penson Financial Services March 2007 - February 2008
Skills
Training, Risk Management, Securities, Testing, Management, Project Management, Portfolio Management, Visio, Back Office, Trading Systems, Trading, Project Planning, Process Improvement, Integration, Microsoft Office, Business Analysis, Options, Program Management
Education
The University of Texas at Dallas
BS, Finance
Crystal Hradecky Crystal Hradecky's Penson Financial Experience AML AnalystPenson Financial ServicesOctober 2008 - Present
Job Regulatory Analyst at Penson Financial Services
Industry International Trade and Development
Experience
Penson Financial AML AnalystPenson Financial ServicesOctober 2008 - Present
Penson Financial Services 2005 - Present
Penson Financial Services 2005 - Present
Education
The University of Texas at Austin 1996 — 1998
Penson Financial AML AnalystPenson Financial ServicesOctober 2008 - Present
Penson Financial Services 2005 - Present
Penson Financial Services 2005 - Present
Education
The University of Texas at Austin 1996 — 1998
Simon Benzekri Simon Benzekri's Penson Financial Experience June 2004 - April 2010
Job Technical Advisor at Bell
Industry Financial Services
Experience
Bell March 2014 - Present
Canadian Forces - Cadet Instructors Cadre (CIC) February 1989 - Present
Desjardins October 2012 - June 2013
Desjardins April 2012 - October 2012
Consultant - various November 2011 - April 2012
Penson Financial Services April 2011 - October 2011
Penson Financial June 2004 - April 2010
Penson Financial Services November 2003 - May 2004
Pictet & Cie February 2000 - August 2003
UAP December 1998 - December 1999
Skills
Business Analysis, Integration, Mentoring, Analysis, Trading Systems, Vendor Management, IT Governance, Securities, Team Management, IT Management, Compliance, Business Intelligence, Process Improvement, Back Office, Change Management, SDLC, Governance, Team Leadership, Trading, Fixed Income, Options, FX, Equities, Solution Design, Process Engineering, Team Building, Visio, Requirements Analysis, Customer Relations, Strategic Planning, SQL, FX Options, Disaster Recovery, Risk Management, Databases, Management, Security, Project Management, CRM, Software Development, Software Documentation, IT Strategy, SharePoint, Business Process..., Software Project..., PMO, Resource Management, MS Project, Project Planning, Customer Service
Education
McGill University 2004 — 2005
Java Programing
Université du Québec à Montréal 1995 — 2002
Baa, Administration
Université du Québec à Montréal 1989 — 1991
Bsc, Computer Science
Bell March 2014 - Present
Canadian Forces - Cadet Instructors Cadre (CIC) February 1989 - Present
Desjardins October 2012 - June 2013
Desjardins April 2012 - October 2012
Consultant - various November 2011 - April 2012
Penson Financial Services April 2011 - October 2011
Penson Financial June 2004 - April 2010
Penson Financial Services November 2003 - May 2004
Pictet & Cie February 2000 - August 2003
UAP December 1998 - December 1999
Skills
Business Analysis, Integration, Mentoring, Analysis, Trading Systems, Vendor Management, IT Governance, Securities, Team Management, IT Management, Compliance, Business Intelligence, Process Improvement, Back Office, Change Management, SDLC, Governance, Team Leadership, Trading, Fixed Income, Options, FX, Equities, Solution Design, Process Engineering, Team Building, Visio, Requirements Analysis, Customer Relations, Strategic Planning, SQL, FX Options, Disaster Recovery, Risk Management, Databases, Management, Security, Project Management, CRM, Software Development, Software Documentation, IT Strategy, SharePoint, Business Process..., Software Project..., PMO, Resource Management, MS Project, Project Planning, Customer Service
Education
McGill University 2004 — 2005
Java Programing
Université du Québec à Montréal 1995 — 2002
Baa, Administration
Université du Québec à Montréal 1989 — 1991
Bsc, Computer Science
Shazim Hasan's Penson Financial Experience May 2007 - August 2007
Job Assistant Vice President at Aozora Bank
Industry Financial Services
Experience
Aozora Bank June 2014 - Present
Aozora Bank June 2012 - June 2014
Wells Fargo June 2009 - June 2012
Wells Fargo December 2008 - June 2009
NorthMarq Capital October 2007 - April 2008
Penson Financial May 2007 - August 2007
Northwestern Mutual June 2005 - September 2005
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Science, Finance
Aozora Bank June 2014 - Present
Aozora Bank June 2012 - June 2014
Wells Fargo June 2009 - June 2012
Wells Fargo December 2008 - June 2009
NorthMarq Capital October 2007 - April 2008
Penson Financial May 2007 - August 2007
Northwestern Mutual June 2005 - September 2005
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Science, Finance
Robert Biard's Penson Financial Experience April 2006 - August 2010
Job Director RGM Advisors, LLC
Industry Investment Management
Experience
787 Racing 2011 - Present
RGM Advisors, LLC August 2010 - Present
Penson Financial Services April 2006 - August 2010
Penson Financial April 2006 - August 2010
Bank of America February 2005 - February 2006
First New York Securities March 2002 - September 2004
Skills
Trading Systems, Risk Management, Strategic Planning, Budgeting, Trading Strategies, Trading, Electronic Trading, Equity Trading, FX trading, Change Management, Program Management, Project Management, MS Project, Management, JIRA, Atlassian JIRA, Series 7, Series 24, Series 63, Budgets, Process Improvement, Bloomberg, Currency, Series 55, FX Options, Investments, Technical Analysis, FX Trading
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Arts
787 Racing 2011 - Present
RGM Advisors, LLC August 2010 - Present
Penson Financial Services April 2006 - August 2010
Penson Financial April 2006 - August 2010
Bank of America February 2005 - February 2006
First New York Securities March 2002 - September 2004
Skills
Trading Systems, Risk Management, Strategic Planning, Budgeting, Trading Strategies, Trading, Electronic Trading, Equity Trading, FX trading, Change Management, Program Management, Project Management, MS Project, Management, JIRA, Atlassian JIRA, Series 7, Series 24, Series 63, Budgets, Process Improvement, Bloomberg, Currency, Series 55, FX Options, Investments, Technical Analysis, FX Trading
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Arts
Mike Patson's Penson Financial Experience 2003 - 2004
Job Data Analyst at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. April 2014 - Present
Ally Financial Inc. December 2013 - April 2014
Santander Consumer USA Inc. November 2009 - December 2013
Triad Financial December 2006 - November 2009
TD Ameritrade 1998 - 2007
Penson Financial 2003 - 2004
Skills
Business Analysis, Call Center, Portfolio Management, Risk Management, Credit Risk, Finance, Team Leadership, Vendor Management, Call Centers, Disaster Recovery, SDLC, Financial Services, Banking, Credit, Project Management, Loss Mitigation, Process Improvement, Visio, Credit Analysis, Consumer Lending, Financial Risk, Loan Servicing, Relationship Management, Loans
Education
Tarrant County College
Santander Consumer USA Inc. April 2014 - Present
Ally Financial Inc. December 2013 - April 2014
Santander Consumer USA Inc. November 2009 - December 2013
Triad Financial December 2006 - November 2009
TD Ameritrade 1998 - 2007
Penson Financial 2003 - 2004
Skills
Business Analysis, Call Center, Portfolio Management, Risk Management, Credit Risk, Finance, Team Leadership, Vendor Management, Call Centers, Disaster Recovery, SDLC, Financial Services, Banking, Credit, Project Management, Loss Mitigation, Process Improvement, Visio, Credit Analysis, Consumer Lending, Financial Risk, Loan Servicing, Relationship Management, Loans
Education
Tarrant County College
Jo Adams's Penson Financial Experience 2007 - June 2011
Job Senior Quality Assurance Manager
Industry Information Technology and Services
Experience
Essilor of America, Inc.E March 2012 - Present
Brink's, Incorporated May 2011 - April 2012
Penson Financial 2007 - June 2011
BlueCross BlueShield of Texas 2007 - 2007
Health markets 2005 - 2006
CatalystRx July 2004 - November 2005
Caremark 2000 - 2004
Advance PCS 2000 - 2004
Skills
Quality Assurance, Testing, Quality Center, Business Analysis, SDLC, Agile Methodologies, Test Automation, Requirements Analysis, Release Management, Test Planning, Visio, Data Warehousing, Process Improvement, User Acceptance Testing, Resource Management, Regression Testing, Change Management, HP Quality Center, Requirements Gathering, Automation, Scrum, Strategic Planning, Business Process, Customer Service, Problem Solving, Human Resource Planning, Capital Budgeting, Department Budgeting, ITIL v3 Foundations...
Education
Eastfield College
The University of Texas at Austin
Essilor of America, Inc.E March 2012 - Present
Brink's, Incorporated May 2011 - April 2012
Penson Financial 2007 - June 2011
BlueCross BlueShield of Texas 2007 - 2007
Health markets 2005 - 2006
CatalystRx July 2004 - November 2005
Caremark 2000 - 2004
Advance PCS 2000 - 2004
Skills
Quality Assurance, Testing, Quality Center, Business Analysis, SDLC, Agile Methodologies, Test Automation, Requirements Analysis, Release Management, Test Planning, Visio, Data Warehousing, Process Improvement, User Acceptance Testing, Resource Management, Regression Testing, Change Management, HP Quality Center, Requirements Gathering, Automation, Scrum, Strategic Planning, Business Process, Customer Service, Problem Solving, Human Resource Planning, Capital Budgeting, Department Budgeting, ITIL v3 Foundations...
Education
Eastfield College
The University of Texas at Austin
Robb Hueston's Penson Financial Experience 2000 - 2003
Job President of Window Wizards Llc. Professional Cleaning Services
Industry Facilities Services
Experience
Window Wizards May 2002 - Present
Penson Financial 2000 - 2003
Skills
New Business Development, Sales Management, Customer Service, Strategic Planning, Account Management, Contract Negotiation, Budgets, Negotiation, Public Speaking, Online Advertising, Management, Marketing, Sales, Small Business, Microsoft Office, Residential Homes, Entrepreneurship, Window, Pressure Washing
Education
The University of Texas at Arlington 1997 — 2001
Window Wizards May 2002 - Present
Penson Financial 2000 - 2003
Skills
New Business Development, Sales Management, Customer Service, Strategic Planning, Account Management, Contract Negotiation, Budgets, Negotiation, Public Speaking, Online Advertising, Management, Marketing, Sales, Small Business, Microsoft Office, Residential Homes, Entrepreneurship, Window, Pressure Washing
Education
The University of Texas at Arlington 1997 — 2001
Staci Jackson McClure's Penson Financial Experience October 2001 - February 2005
Job Information Services Professional
Industry Information Services
Experience
Penson Financial October 2001 - February 2005
Software Architects 1999 - 2001
Education
The University of Texas at Arlington 1994 — 1999
Bachelor, Information Systems
Penson Financial October 2001 - February 2005
Software Architects 1999 - 2001
Education
The University of Texas at Arlington 1994 — 1999
Bachelor, Information Systems