Experience
Ada County, Idaho  November 2011 - 2015
Penson Financial Services   December 2007 - December 2011
First Southwest Company  July 1998 - October 2007
Principal Financial Securities  1995 - 1998
Household International  1989 - 1994

Skills
Management, Disaster Recovery, Vendor Management, Process Improvement, IT Strategy, Business Analysis, Budgets, SDLC, Data Center, Project Management, Security, Integration, IT Management, System Administration, Databases, SharePoint, Enterprise Architecture, Program Management

Education
Baylor University - Hankamer School of Business   1999 — 2001
Master of Business Administration (M.B.A.), Business, 4.0 GPA

Southwestern University   1982 — 1989
Bachelor of Arts (B.A.), Business

Experience
Fujitsu America Inc.  August 2007 - Present
Lockdawg Inc.   April 2008 - January 2015
Robert Half Technology  September 2005 - August 2007
Penson Financial Services   July 2001 - May 2005
US Army  October 1994 - July 2001

Skills
Resource Management, Help Desk Support, ITIL, CRM, Management, Leadership, Team Leadership, Service Desk, Project Planning, Incident Management, IT Service Management, Service Delivery, SharePoint, Sla, Disaster Recovery, IT Operations, IT Management, Software Documentation, Visio, Data Center, Information Technology, Vendor Management, Technical Support, System Administration, Troubleshooting, IT Strategy, Cisco Technologies, Process Improvement, Windows 7, Active Directory, Citrix, Quality Assurance

Education
Dallas County Community College   2006 — 2009
AA, Broadcast Journalism

Central Texas College   2000 — 2000
AS, Paralegal Studies

Experience
Highland Capital Management, L.P.   July 2007 - Present
Penson Financial Services   July 2002 - July 2007
Core-net Network Services   June 1999 - June 2002

Skills
Project Management, Staff Management, Active Directory, Software Documentation, Infrastructure, Windows Server, Networking, IT Management, ITIL, Vendor Management, Business Analysis, Virtualization, SharePoint, Disaster Recovery, Change Management, Cisco routers, Cisco Firewall Security, Microsoft Exchange, Security, Data Center, VMware ESX, Servers, Architecture, Network Architecture, Cisco Technologies, VPN, Firewalls, Architectures, Cisco Routers, Network Security

Education
Concordia University   1994 — 1998
B.Sc, Biochemistry

Experience
CREDENTIAL FINANCIAL  September 2012 - Present
Penson Financial Services   January 2010 - September 2012
Desjardins Financial Security  January 2006 - January 2010
Brockhouse Cooper  January 2005 - January 2006
BMO Nesbitt Burns  January 1993 - January 2002

Skills
Trading, Fixed Income, Equity Trading, Derivatives, Bloomberg, Options, Investments, Equities, SDLC, Commodity, Capital Markets, Operational Risk, Proprietary Trading, FX trading, Trading Strategies, Risk Management, Foreign Exchange, Technical Analysis, FX Options, Electronic Trading, Financial Markets, Financial Services, Securities, Trading Systems, Mutual Funds, Back Office, Wealth Management, Asset Management, Financial Risk, Hedge Funds, Bonds, Market Data, Middle Office, Relationship Management, Series 7, Market Risk, Portfolio Management, Equity Derivatives, Swaps

Education
Concordia University

Experience
Sabre Holdings Hospitality Solutions   May 2013 - Present
Ryan  October 2006 - Present
Penson Financial Services   January 2005 - October 2006

Skills
Microsoft SQL Server, SQL, Oracle, SharePoint, Business Analysis, Business Intelligence, Integration, .NET, SDLC, C#, Databases, ASP.NET, PL/SQL, Software Project..., XML

Education
Lawrence Technological University   1996 — 1997
Master's degree, Management Information Systems, General

Louisiana State University   1993 — 1995
Bachelor's degree, Biology, General

Experience
Landmark Aviation  January 2015 - Present
Volunteer  2013 - 2014
Apex Clearing Corp   2012 - 2013
Penson Worldwide, Inc.   2006 - 2012
Penson Financial Services   2006 - 2008
SunGard Brokerage and Clearance / Phase3   2004 - 2006
Brink's, Inc.   1998 - 2003
Southwest Securities  1990 - 1998
US Army Reserve  1988 - 1997

Skills
VMware, Service Delivery, Business Continuity, Securities, Agile Methodologies, IT Management, Trading Systems, Vendor Management, Data Center, Disaster Recovery, IT Service Management, IT Strategy, Risk Management, Virtualization, IT Operations, Business Intelligence, Electronic Trading, SDLC, Change Management, Enterprise Architecture, Security, Program Management, Integration, Solution Architecture, Analysis, Cloud Computing, Software Development, ITIL, Business Analysis, Software Project..., Professional Services, Project Portfolio..., Business Process..., Enterprise Software, Financial Services, Process Improvement, Outsourcing, PMO, Requirements Analysis, Information Security..., Equities, Market Data, Information Technology, PMP, Business Process, Governance, SharePoint, Infrastructure, Visio, Agile Project Management

Education
Liberty University
Master of Science (M.S.)

Baptist Bible College   1987 — 1990
Bachelor of Science Degree (B.S.)

Tarrant County College   1985 — 1987
Associate of Arts Degree (A.A.)

Experience
Santander Consumer USA  March 2012 - Present
Penson Financial Services   September 2006 - March 2012
Northlake Community College   February 1999 - April 2011
Southwest Corporate FCU  March 2005 - September 2006
Microsoft  April 2004 - October 2004
Travelocity  September 2002 - December 2003
Protection One  August 1998 - April 2002
JCPenney  March 1996 - August 1998
Bairds Information Systems   January 1995 - March 1996
US Air Force  1975 - 1995

Skills
SQL Server

Education
DeVry University
BS, Computer Information Systems

Community College of the Air Force
Associate of Arts and Sciences (AAS), Information Technology

Experience
State Street  January 2015 - June 2015
Bank Audi sal  June 2014 - November 2014
EY  January 2014 - June 2014
Investors Group  May 2012 - January 2014
Penson Financial Services   March 2011 - May 2012
Grand Prix de Montréal (Formule 1 du Canada)   June 2008 - June 2011
BLOM Bank  July 2008 - August 2008

Skills
Management, Accounting, Analysis, Team Management, Banking, Finance, Automotive, Human Resources, Sales, Investments, Financial Analysis, Risk Management, Mutual Funds, Business Planning, Leadership, Microsoft Excel, Teamwork, Microsoft Office, Team Leadership

Education
University of Montreal   2006 — 2010
Bachelor, Economics

HEC Montreal   2008 — 2011
Bachelor's degree, Financial

American University of Beirut   2005 — 2006
BS, Management

Experience
Citizens Financial Group Investments   April 2015 - Present
Capital One Investing  January 2014 - April 2015
Citizens Financal Services   September 2012 - January 2014
Chase Investment Services  June 2008 - August 2012
TD Ameritrade  October 2005 - June 2008
Chase  June 2002 - October 2005
Fidelity Investments  2000 - 2002
Penson Financial Services   1997 - 2000

Skills
Investments, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Finance, Fixed Income, Plannning, Financial Services, Financial Advisory, Financial Risk, Financial Planning, Financial Planners, Wealth Management, Income Protection, Financial Goals, Retirement Planning, Mutual Funds, Asset Management, Personal Financial..., Series 65, Banking, FINRA, Income Planning, Referral Development, Medicare, Series 63, Series 7, Uniform Combined State..., Asset Allocation, Investment Advisory, ETFs, Alternative Investments, Investment Management, Legacy Planning, Insurance Planning

Education
Louisiana Tech University   1991 — 1995
Bachelor of Science (BS), Finance, General

Experience
Ashford Investment Management   February 2014 - Present
Texas Capital Bank  March 2013 - August 2013
Jefferies & Company  August 2010 - February 2013
MBA Investment Fund, LLC  October 2008 - August 2010
Cimarron Asset Management   May 2009 - August 2009
Jefferies and Company  September 2005 - November 2007
Penson Financial Services   November 1999 - September 2005

Skills
Equities, Fixed Income, Finance, Analysis, Business Intelligence, Microsoft Excel, Research, Leadership, Value Investing, Valuation, Financial Analysis, Investments, Competitive Analysis, Portfolio Management

Education
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business   2008 — 2010
Masters, MBA-Finance

University of North Texas   1995 — 1999
BBA, Economics

Austin College

CFA Institute
CFA Charterholder, Finance

Celina

Celina High School

Experience
JPS Health Network  October 2014 - Present
McKesson Corporation  September 2011 - Present
Penson Financial Services   June 2007 - September 2011
Penson Financial Services   June 2007 - September 2011
Southwest Securities Inc  February 1999 - June 2007
TransAmerica Tax Services   May 1998 - February 1999
Jayhawk Acceptance Co   May 1996 - February 1998

Skills
Crystal Reports, Software Documentation, Lotus Notes, Database Administration, VBA, Business Intelligence, Forecasting, Requirements Analysis, SQL, Microsoft Excel, Financial Statements, Databases, Vendor Management, Finance, Financial Reporting, Windows, Accounts Receivable, General Ledger, Leadership, Time Management, Microsoft Office, Data Entry, Budgets, Salesforce.com, Outlook, Team Building, Accounts Payable, Oracle, Cross-functional Team..., Negotiation, Security, Management, Teamwork, Payroll, Accounting, Credit, SDLC, Project Management, Human Resources, Performance Management, Training, SAP, Sales, Microsoft SQL Server, Project Planning, Change Management, Business Process..., Microsoft Word, PowerPoint, Customer Satisfaction

Education
Dallas Baptist University   2004 — 2008
Bachelor of Arts & SciencesB, Emphasis in Business; Educational PsychologyBusiness and Public Law

Experience
National Bank of Canada  August 2015 - Present
Laurentian Bank Securities  April 2014 - July 2015
Tactico Inc.  February 2014 - April 2014
Penson Financial Services Canada  August 2012 - January 2013
Penson Financial Services   October 2011 - August 2012
Penson Financial Services   May 2007 - October 2011
Penson Financial Services   January 2006 - May 2007
Penson Financial Services   May 2005 - January 2006
Penson Financial Services   July 2002 - May 2005

Skills
Client Services, Implementation Services, Team Management, Queries, Microsoft Excel, Financial Services, Securities, Equities, Trading, Financial Markets, Analysis, Back Office, Business Analysis, Mutual Funds, Market Data, Visio, Bonds, Electronic Trading, Leadership, Investments, FX Options, Settlement

Education
McGill University   1998 — 2002
BA, Art History

Experience
CIBC  July 2015 - Present
HSBC Bank Canada  July 2012 - June 2015
IJW Management Inc.   December 2011 - July 2012
Statistics Canada  May 2011 - July 2011
Organisme Commun des Institutions de Rente et de Prévoyance (OCIRP)   February 2010 - August 2010
Bombardier Aerospace  September 2009 - December 2009
Penson Financial Services   January 2009 - May 2009
Penson Financial Services   September 2008 - December 2008

Skills
Financial Analysis, Financial Modeling, Financial Markets, Aerospace, Government, Insurance, Brokerage, Internal Audit, Forecasting, Finance, Bloomberg, Portfolio Management, Corporate Finance, Valuation

Education
Concordia University   2007 — 2011
Bachelor of Commerce, Finance Major, Economics Minor

Dawson College   2004 — 2006
DEC Science, Pure and Applied Science

Experience
NBCN  December 2014 - Present
Laurentian Bank Securities  January 2010 - Present
Penson Financial Services   July 2007 - December 2009
Laurentian Bank Securities  May 2003 - July 2007
Desjardins  February 1999 - May 2003

Skills
Equities, Investments, Capital Markets, Portfolio Management, Financial Markets, Securities, Fixed Income, Mutual Funds, Wealth Management, Options, Derivatives, Trading, Asset Management, Trading Systems, Electronic Trading, Risk Management, Financial Modeling, Relationship Management, Custodial Services

Education

Experience
Laurentian Bank Securities  May 2009 - Present
Penson Financial Services   November 2005 - April 2009
Desjardins  March 2003 - November 2005
CIBC World Markets  1997 - 2002

Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Financial Markets, Bonds, Securities, Investments, Trading Systems, Electronic Trading

Education
Université de Montréal - HEC Montréal   1992 — 1997
Master of Science (M.Sc.) Finance

Experience
Children's Medical Center  April 2011 - Present
Verizon Wireless  June 2010 - April 2011
Penson Financial Services   2002 - 2010
Nexa Technologies  November 2006 - May 2008
Nexa Technologies  February 2006 - November 2006
Penson Financial Services   January 2002 - April 2003
Verio  March 2001 - December 2001
SBC Internet Services  November 1999 - March 2001
Xerox  January 1999 - October 1999

Education
Dallas County Community College
Associate

Southern Methodist University

Experience
Penson Financial Services   December 2007 - Present
Penson   July 2004 - December 2007
Allstate Insurance  December 2001 - May 2003

Skills
Training, FX Options, Trading, Time Management, Back Office, Financial Markets, Management, Finance, Mutual Funds, Financial Risk, Investments, Equities, Analysis, Financial Services, Program Management, Banking, Risk Management, Settlement, Securities, Derivatives, Series 7, Account Reconciliation, Leadership, Options, Fixed Income, Bloomberg, Middle Office

Education
Abilene Christian University   1997 — 2001
B.B.A in Human Resource Managment, Human Resource Management

Experience
REV LNG, LLC   July 2012 - Present
REV H2O, LLC   January 2010 - Present
HNP Capital LLC   June 2011 - January 2013
May Financial a division of Southwest Securities   April 2002 - June 2007
Penson Financial Services   June 1998 - January 2002
OLDE Financial Corp   May 1993 - June 1998

Skills
Hedge Funds, Portfolio Management, Equities, Trading, Investments, Mutual Funds, Analysis, Strategic Financial..., Retirement Planning, Wealth Management, Derivatives, Investment Management, Asset Allocation, Private Equity, Fixed Income, Investment Strategies, Business Strategy, Due Diligence, ETFs, Mergers & Acquisitions, Alternative Investments, Corporate Finance, Investment Banking, Trading Systems, Valuation, Emerging Markets, Capital Markets, Venture Capital, Asset Managment, Bloomberg, Options, Investment Advisory, Securities, Capital, Financial Structuring, Risk Management, Bonds, General Awesomeness, Investor Relations, Financial Modeling, Proprietary Trading, Electronic Trading, Structured Finance, Series 7, Economics, Financial Services, Corporate Development, FX Options, Commodity, Funding

Education
Bowling Green State University   1989 — 1993
BS, Political Science/Economics

Bowling Green State University

Experience
Consulting  January 2013 - Present
DFW Communications   2012 - Present
Eleven29 Films   September 2011 - April 2014
The Verge  February 2008 - September 2011
Penson Financial Services   2006 - 2008
Healthcare Services Group  2003 - 2005

Skills
Management, Operations Management, Strategic Planning, Training, Process Improvement, Microsoft Excel, Team Leadership, Leadership, Profit Maximization, Public Speaking, Team Building, Customer Service, Staff Retention, New Business Development, Sales, Advertising, Nonprofits, Analysis, Microsoft Office, Microsoft GP, Accounting, DISC

Education
Dallas Baptist University   2004 — 2007
M.B.A., Finance

Dallas Baptist University   2000 — 2003
B.B.S., Business Administration

Experience
Capture the Market  September 2007 - Present
McSearch (American Honda Motors)   January 2007 - January 2008
Penson Financial Services   October 2005 - October 2006

Skills
Photoshop, Final Cut Pro, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Premiere, 3D Studio Max, Dreamweaver, Visual Basic, GoToMeeting, Training, Video Editing, Techincal Writing, Photo Editing, Project Management, Web Page Development, Web Development, Image Editing, Technical Writing, Broadcast, Management, Sales, Social Media, Web Design, Editing

Education
ITT Techinical Institute   2003 — 2005
Associate of Applied Science – Information Technology, Mulitimedia, 3.88 GPA

DeVry University   2000 — 2003
Networking

Dallas County Community College

Experience
Apex Clearing Corporation  August 2012 - September 2015
Penson Financial Services   June 2010 - August 2012
Ridge Clearing  July 2005 - June 2010
U.S. Clearing   2002 - 2005

Skills
Securities, Middle Office, Financial Services, Relationship Management, Business Analysis, Back Office, Business Process..., Requirements Gathering, Analytics, Asset Management, Banking, Business Strategy, Cash Management, Financial Risk, Investments, Portfolio Management, Process Improvement, Settlement

Education
Fairfield University   1998 — 2002
BA, Economics

Experience
Toronto Star  March 2013 - Present
Toronto Star  June 2010 - March 2013
Samuel Manu-Tech Inc.   April 2007 - June 2010
The City of Brampton  April 2006 - April 2007
Penson Financial Services   May 2005 - April 2006
Irkutsk Energo Remont (Energy Utility Company)   July 1998 - November 2004

Skills
Active Directory, DNS, VMware ESX, Servers, Microsoft Exchange, Windows Server, Data Center, DHCP, Troubleshooting, Disaster Recovery, VMware, System Deployment, VMware Infrastructure, ITIL, Infrastructure, Networking, Backup Exec, Firewalls, Microsoft SQL Server, Citrix, Windows, vSphere, System Administration, IT Operations, Virtualization, VPN, Blackberry Enterprise..., Software Documentation, Cisco IOS, Cisco Nexus, Network Architecture, XP, Cluster, SAN, High Availability, Routers, WAN, Cisco Technologies, Switches, IIS, Hardware, Powershell, Enterprise Architecture, Security, Terminal Services, Network Administration, Network Security, TCP/IP, Cisco Routers, Windows 7

Education
Irkutsk State University   1987 — 1992
Bachelor, Mathematics

Experience
Earth Tones Landscaping   March 2007 - Present
Penson Financial Services   January 2005 - January 2007

Skills
Project Bidding, Project Planning, Budgets, Customer Service, Microsoft Office, Contract Negotiation, Renovation, Value Engineering, Sales, Process Scheduler, Contractors, Construction, Change Orders, Construction Management, Contract Management

Education
Texas Tech University   2010 — 2012
Master Certificate of Horticulture, Applied Horticulture and Horticultural Business Services

Lubbock Christian University   2002 — 2004
Bachelor's Degree, Business Administration and Management, General

Experience
COR Clearing  May 2011 - Present
Penson Financial Services   July 2008 - August 2010
ICAP  February 1991 - July 2008

Education
City University of New York-John Jay College of Criminal Justice

Experience
Capital One  January 2015 - Present
Scottrade  December 2012 - September 2014
Apex Clearing  August 2012 - December 2012
Penson Financial Services   December 2006 - August 2012
Southwest Securities  2001 - 2001

Skills
Series 7, Securities, Options, Equities, Equity Trading, Trading, Bloomberg, Fixed Income, Hedge Funds, Electronic Trading, Trading Systems, Series 24, Bonds, Portfolio Management, Financial Markets, FINRA, Securities Lending, Mutual Funds, ETFs, Alternative Investments, Series 63, Financial Services, Bloomberg Terminal, Asset Management, Investments, FX Options, Capital Markets, Market Data, Derivatives, Investment Banking, Risk Management, Management

Education
College of Charleston   2003 — 2006
Bachelors of Science, Economics

Experience
Condera, LLC   June 2011 - December 2013
U.S. Capital Advisors LLC   February 2010 - September 2011
Dallas Securities Traders Association   December 2009 - December 2010
Stanford Group Company  November 2008 - March 2009
Penson Financial Services   November 1999 - June 2008
Huberman Financial   1996 - 1999
LPL  1992 - 1996
Lehman Brothers  1989 - 1992

Skills
Securities, Wealth Management, Series 7, Equities, Alternative Investments, FINRA, Hedge Funds, Financial Services, Investments, Trading, Asset Management, Investment Management, Portfolio Management, Human Resources, Operations Management, Equity Trading, Investment Advisory, ETFs, Asset Managment, Financial Markets, Derivatives, Investment Banking

Education
Southern Methodist University   1998 — 2000
MBA

Boston College
BS, Finance

Experience
National Bank of Canada  July 2012 - Present
Penson Financial Services   May 2002 - July 2012
NBCN  March 1999 - May 2002
Credit Lyonnais Canada   1997 - March 1999

Skills
SQL Query (Intermediate), Microsoft Visual Basic, Excel Training, Access, Analysis, Business Analysis, Business Intelligence, DB2, Databases, Microsoft Excel, Microsoft SQL Server, SDLC, SQL, SharePoint, VBA, Visio, Visual Basic

Education
Université de Montréal - HEC Montréal   1987 — 1992
Bachelor Degree, Finance

Experience
Dell  June 2013 - Present
Apex Clearing  August 2012 - June 2013
Penson Financial Services   August 2008 - August 2012
Penson Financial Services   April 2007 - August 2008
Penson Financial Services   October 2005 - April 2007
Plaquemines Parish School Board  2000 - 2005

Skills
Storage, Infrastructure, VMware, Storage Management, Data Center, Windows Server, Active Directory, System Administration, VMware Infrastructure, Enterprise Software, Hardware, Operating Systems, Disaster Recovery, Technical Support, Troubleshooting, VMware ESX, Virtualization, HP, IT Management, VPN, Servers, DHCP, Windows 7, Security, Antivirus, Altiris, ITIL, Information Technology, DNS, SAN, vSphere

Education
North Lake College

Loyola University New Orleans
Certificate Program

Experience
MedAssets  May 2012 - Present
Kemper Insurance  January 2012 - May 2012
Penson Financial Services   March 2011 - December 2011
Deals tree   May 2010 - March 2011
First national bank  April 2009 - February 2010
TD Ameritrade  January 2008 - January 2009
Buckeye cable system   May 2007 - December 2007
Sutter health care   February 2006 - December 2006

Skills
Test Planning, SDLC, Quality Center, User Acceptance Testing, Business Analysis, SQL, Testing, XML, Regression Testing, Quality Assurance, Software Quality..., Requirements Analysis, Business Requirements, Scrum, Waterfall, Manual Testing, Requirements Gathering, Test Automation, System Testing, QTP, Agile Methodologies, Test Management, Agile Testing, Visio, Software Project..., HP QTP

Education
Bellevue University
Bachelor, Computer Information Technology and Mathematic

Bellevue University

Experience
IBM Global Services  March 2006 - Present
IBM  March 2006 - September 2009
Penson Financial Services   2005 - 2006
EMC Mortgage  2004 - 2006
HP Solutions  2003 - 2004
HP  1999 - 2003
Bank of America  1999 - 2001
Baylor Health Care System  1997 - 1998
NASA  1996 - 1997
US Army  1992 - 1996

Skills
Virtualization, VMware, SDLC, Networking, VMware ESX, Citrix, Servers, Troubleshooting, Active Directory, Windows, Windows Server, Data Center, Technical Support, XP, Security, Server Administration, Hardware, DHCP, Microsoft Exchange, DNS, Infrastructure, ITIL, SAN, TCP/IP, Storage, Storage Area Networks, HP, Help Desk Support, High Availability, Citrix Metaframe, Enterprise Architecture, SQL, Disaster Recovery, IT Operations, Operating Systems, System Administration, Cloud Computing, Microsoft Technologies, Microsoft Certified..., LAN-WAN, HP Proliant, IT Management, Information Technology, Vendor Management, IIS, VPN, System Deployment

Education
Dallas County Community College   2013 — 2015

Richland College   2011 — 2013
VCP-Data Center Virtualization, VMWare Virtual Machine

Experience
Sirius XM Radio Inc.  October 2012 - Present
MNK Infotech - Consulting   June 2012 - September 2012
T-System  June 2011 - June 2012
JCPenney - Consultant   October 2010 - April 2011
Penson Financial Services   May 2007 - September 2010
IMC2  February 2006 - April 2007
Corpus - Consulting   August 2004 - January 2006
Rapidigm - Consulting   August 1999 - August 2004

Skills
Information Security, SDLC, Microsoft SQL Server, Agile Methodologies, .NET, SOA, Software Development, T-SQL, Architecture, C#, SSIS, Scrum, ASP.NET MVC, JSON, Project Management, IT Risk Management, Cloud, Team Foundation Server, Solution Architecture, Enterprise Architecture, Web Content Management, MVVM, Amazon Cloud, Windows Azure, TFS, XML, LINQ, ASP.NET, WPF, Cloud Computing, Visual Studio, Amazon Web Services..., Object Oriented Design, VB.NET, MongoDB, NoSQL, Knockout.js, Databases, JavaScript, Java, Web Services, Oracle, Software Project..., Requirements Analysis, WCF, SQL, AJAX, IIS, Integration, MVC

Education
Madurai Kamaraj University   1989 — 1994
Master's, Computer Science

Jayaraj Nadar School

Experience
Penson Financial Services   January 1998 - November 2011
First Southwest Company  January 1996 - January 1998
Capstead Mortgage  June 1994 - January 1996
Harris County Appraisal District  January 1992 - June 1994

Skills
Leadership Development, Strategic Planning, Financial Management, Project and Program..., Coaching and Mentoring, Technical Management, Team Leadership

Education
Loyola University New Orleans   1989 — 1991
Bachelor of Science, Computer Science

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

Experience
Fidelity Investments  April 2010 - Present
Fidelity Investments  April 2009 - April 2010
State Street Global Markets  June 2006 - April 2009
JPMorgan Chase  September 2004 - June 2006
Penson Financial Services   February 1999 - August 2004
Berry, Dunn, McNeil & Parker   July 1998 - January 1999
SunGard Financial Systems  1996 - 1998
SunGard Financial Systems  1994 - 1996
State Street  1991 - 1994

Skills
FINRA Licences Series..., Strategy, Risk Management, Start-ups, Management, Leadership, Process Improvement, Outsourcing, Portfolio Management, Financial Services, Finance, Banking, Investments, Equities, Strategic Planning, Fixed Income, Securities, Hedge Funds, Trading, Investment Banking

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 1998
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Merrimack College   1986 — 1991
Bachelor of Science(B.S.) - Business Administration, Finance and Financial Management Services

Boston College High School   1982 — 1986

Experience
Eagle Seven  December 2014 - Present
IMC Financial Markets - Chicago  June 2013 - November 2014
IMC Financial Markets - Chicago  July 2008 - June 2013
Penson Financial Services   November 2002 - July 2008
Goldenberg, Hehmeyer & Co.   November 2002 - February 2007
DaimlerChrysler Services  February 2002 - November 2002
UBS  February 2000 - August 2001

Education
DePaul University   1996 — 2000

Experience
Nomura Holding America Inc.  2015 - Present
Apex Clearing Corporation  2012 - 2014
Penson Financial Services   2008 - 2012
GAMCO Investors, Inc.   2008 - 2008
Context-TQA Advisers   2004 - 2007
Citizens Bank  2002 - 2004
Bayerische Landesbank  1997 - 2000

Skills
Credit Analysis, Risk Management, Treasury, Portfolio Management, Convertible Arbitrage, Trading, Hedging, Fixed Income Strategies, Commercial Lending, Credit Scoring, Counterparty Risk, Liquidity Analysis, Risk Frameworks, Capital Structure, Regulatory Capital, Financial Analysis, Credit Risk, Market Risk, Capital Markets, Securitization, ABCP, Financial Risk, FX Options, Liquidity Risk, Finance, Investments, Securities, Fixed Income, Banking, Credit, Asset Management, Equities, Trading Systems

Education
Boston University Questrom School of Business   2000 — 2002
MBA, Finance

Bates College   1993 — 1997
BA, Economics

Flinders University   1996 — 1996
Study Abroad Program

Melrose High School

Experience
Comcast  August 2011 - Present
Penson Financial Services   January 2011 - August 2011
Bank of America  June 2008 - November 2010
GlobalLogic  June 2006 - May 2008
Helsinki Institute for Information Technology  May 2005 - July 2005
Media Lab Asia, IIT Kharagpur   2004 - 2004
Resource Centre for Indian Language Technology Solutions (RCILTS)   2003 - 2003

Skills
Algorithms, C#, XML, Agile Methodologies, Web Services, Software Development, .NET, Java, Sitecore, Programming, Distributed Systems, Perl, C++, SQL, JavaScript, Linux, Design Patterns, C, Unix, MySQL, Visual Studio, Powershell, SDLC, Requirements Analysis, SOA

Education
Indian Institute of Technology, Guwahati   2002 — 2006
B.Tech, Computer Science and Engineering

Experience
Wells Fargo  July 2013 - Present
Scarsdale Equities LLC  January 2012 - December 2012
Scarsdale Equities "Lunch Notes"   August 2008 - July 2012
Scarsdale Equities LLC  January 2011 - December 2011
Scarsdale Equities LLC  November 2007 - January 2011
Penson Financial Services   October 2006 - November 2007
Scarsdale Equities LLC  February 2006 - October 2006

Skills
Equities

Education
CRCP

Cistercian

New York University

Experience
Baylor Scott & White Health  July 2015 - Present
Parkland Hospital  January 2013 - July 2015
Texas Health Harris Methodist Hospital Southlake  August 2011 - December 2012
Penson Financial Services   April 2007 - January 2011

Skills
Microsoft Office, Healthcare, Hospitals, Critical Thinking, Project Management, Outlook, Healthcare Management, Medical Terminology, Epic Systems, Customer Service, Microsoft Excel, Software Documentation, HIPAA, Patient Safety, Nursing, Team Building, Quality Assurance, Training, Cpr Certified, EMR, Process Improvement, Microsoft Word, EHR, BLS, CPR Certified

Education
The University of Texas at Arlington   2013 — 2015
Bachelor’s Degree, Bachelor of Science in Nursing, 3.842

Dallas County Community College   2011 — 2012
Associate Degree Nursing, Registered Nursing/Registered Nurse

Southern Methodist University   2004 — 2005
Certified Financial Planner Certificate Program

Lactation Education
Lactation Consultant

Experience
Elevate.com   September 2014 - Present
1st Global  May 2013 - September 2014
1st Global  February 2010 - May 2013
Penson Financial Services   September 2008 - September 2010
1st Global Inc.   March 2000 - September 2008
Fidelity Investments  November 1999 - March 2000
Fidelity Investments  May 1997 - November 1999
Fidelity Investments  October 1995 - May 1997
Fidelity Investments  December 1993 - July 1994
R.T.O. Rents   May 1992 - November 1993

Skills
PMO, Insurance, Negotiation, PMP, Securities, Financial Services, Agile Methodologies, Portfolio Management, Process Improvement, Risk Management, Project Management, Change Management, Vendor Management, Strategic Planning, Team Building, Project Portfolio..., Requirements Analysis, SDLC, Business Strategy, Program Management, Cross-functional Team..., Management, Strategy

Education
University of Kentucky   1988 — 1992
B.B.A, Finance and Management (double major)

College for Financial Planning
M.S. Personal Financial Planning, Personal Financial Planning

Experience
Apple  August 2015 - Present
Bazaarvoice  January 2014 - August 2015
Bazaarvoice  November 2012 - January 2014
Rev Worldwide  October 2010 - October 2012
Penson Financial Services   February 2009 - October 2010
Polycom  2006 - 2008
Polycom  2002 - 2006
Netraverse  2000 - 2002
Netraverse  2000 - 2001

Skills
Linux, XML, SQL, Java, Testing, Test Automation, Databases, Unix, MySQL, Quality Assurance, Subversion, Python, Visio, Test Planning, Software Development, Agile Methodologies, JUnit, Java Enterprise Edition, Scrum, Web Applications, Web Services, HTML, Windows, Software Quality..., Software Documentation, Tomcat, Regression Testing, JDBC, Eclipse, Software Engineering, Ant, Shell Scripting, Bash, Oracle, Github, Maven

Education
Campbell University   1997 — 2000
BS, Computer Information Systems

Experience
TickSmith Corp.   June 2015 - Present
Valeurs Mobilières Desjardins  June 2010 - June 2015
Penson Financial Services   January 2006 - June 2010

Skills
Java, Spring, Mule ESB, SQL, Eclipse, JUnit, Servlets, Struts, JSP, JavaScript, Web Services, Hibernate, Ant, Maven

Education
Concordia University   2004 — 2008
Bachelor, Software Engineering

Experience
The Depository Trust & Clearing Corporation  July 2013 - Present
1st Global  August 2011 - July 2013
Rivermark Research LLC   January 2011 - August 2011
Penson Financial Services   January 2007 - October 2010

Skills
Series 24, Series 7, Risk Management, Derivatives, Market Research, Alternative Investments, Analysis, Equities, Asset Managment, Trading, Investments, Portfolio Management, Options, Fixed Income, Financial Risk, Financial Analysis, Hedge Funds, Capital Markets, Bloomberg, Securities, Credit Risk, Due Diligence, Series 66

Education
Dallas Baptist University   2005 — 2008
MBA, Finance

Baylor University - Hankamer School of Business   2000 — 2004
BBA, Finance, Real Estate

Experience
PCO Innovation  July 2010 - March 2013
Johnson Controls  February 2012 - February 2013
Alstom Transport  December 2010 - November 2011
VMC  January 2010 - June 2010
Electronic Arts  May 2009 - December 2009
Penson Financial Services   January 2007 - August 2007
Doubletex  October 2005 - December 2005

Skills
Testing, Java, Software Documentation, C++, Software Development, Unix, SQL, Eclipse, Software Engineering, Integration, Requirements Analysis

Education
Concordia University   2004 — 2008
Bachelor Degree, Computer Engineering

Marianopolis College   2002 — 2004
College Diploma, Applied Science

Experience
Desjardins  May 2010 - Present
Penson Financial Services   2004 - October 2010
NBCN  1999 - 2004
National Bank Financial  1997 - 1999

Skills
Risk Management, Financial Analysis, Business Process..., Management, Performance Management, Team Management, Team Leadership, Project Planning, Leadership, Analysis, Coaching, Training, Management Consulting, Business Process, Change Management, Business Analysis, Banking

Education
College Edouard Montpetit
Business Management: finance

Concordia University

Experience
Apex Clearing Corporation  August 2012 - Present
The Pampered Chef  April 2000 - Present
Penson Financial Services   June 2009 - August 2012
Nexa Technologies  March 2005 - May 2009
NexTrend Technologies   January 2004 - January 2005
JP Morgan  October 2001 - January 2004
NexTrend, Inc   June 1999 - October 2001

Skills
Series 7, Series 63, Series 24, Series 4, FINRA, Trading, Investment Banking, Market Data, Quality Assurance, Financial Services, Options, Management, Equities, Securities, Risk Management, Trading Systems, Financial Analysis, Financial Markets, Mutual Funds, Relationship Management, Hedge Funds

Education
Baylor University - Hankamer School of Business   1991 — 1995
BBA, Marketing and International Business

Experience
Doshi Consulting Solutions, Inc.   November 2012 - Present
Aegis Capital  April 2012 - November 2012
Penson Financial Services   June 2006 - March 2012
Ridge Clearing  August 2004 - June 2006
Fleet Securities  October 2000 - June 2004

Skills
Series 63, Equities, Trading, Series 6, Operations, Options, Customer Relations, Customer Service, Fixed Income, Retail Brokerage, Institutional Clients, Regulatory Requirements, Regulatory Reporting, Securities Regulation, Online Trading, Technology..., Workflow, Project Coordination, Product Development, Leadership Development, Training & Development, New Business Development, Electronic Trading..., Relationship Management, Outsourcing, Business Relationship..., Securities, Brokers, Prime Brokerage, Financial Markets, Risk Management, Employee Training, FINRA, Trading Systems, FX Options, Corporate Actions, Middle Office, Investments, Electronic Trading, Settlement

Education
Arapahoe Community College

Experience
Atlas Copco  July 2014 - Present
Atlas Copco  November 2011 - July 2014
Penson Financial Services   July 2011 - October 2011
PFSweb Inc.  September 2010 - May 2011
Bowne  October 2007 - July 2010
Trauner Cohen and Thomas   October 2002 - October 2007
Cingular Wireless  July 2001 - October 2002
Raytheon  June 1997 - December 1999

Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis, Internal Controls, GAAP, Variance Analysis

Education
Abilene Christian University   1993 — 1997
BBA, Accounting/Financial Management

Experience
Mecklenburg County (LUESA) Code Enforcement   May 2013 - Present
Penson Financial Services   May 2011 - February 2012
Merrill Lynch  March 2007 - June 2009
JPMC  September 2005 - February 2007
U.S. Clearing Corp.   February 2000 - June 2005
GFS & Associates   2000 - 2001
Citibank  1998 - 1999

Skills
Securities, Fixed Income, Equities, Mutual Funds, Asset Managment, Bonds, Cash Management, Financial Markets, Requirements Analysis, Banking, Credit, Loans, Corporate Actions, Accounting, Trading Systems, Business Analysis, Middle Office, Account Reconciliation, Capital Markets, Relationship Management, Asset Management, Bloomberg, Portfolio Management, Trading, Wealth Management, Risk Management, Change Management, Software Documentation, Due Diligence, FX Options, Options, Series 7, Financial Services, Electronic Trading, Finance, Strategic Financial..., Funding, Settlement, AML, Hedge Funds, Financial Analysis, Derivatives, Investment Banking, Investments, Management, Prime Brokerage, Series 63, Corporate Finance, Financial Risk, Financial Modeling

Education
City University of New York-Brooklyn College   1984 — 1986
BA, Music

Experience
Village Health Partners  December 2013 - August 2015
The Providence Rink at the Bank of America City Center   July 2011 - May 2012
Goodwill Staffing Services  June 2010 - April 2011
Penson Financial Services   March 2008 - December 2009

Skills
Medical Coding, Medical Billing, HIPAA, Medical Terminology, Data Entry, Microsoft Excel, Microsoft Word, Medisoft, Receptionist Duties, Administrative..., ICD-9, Appointment Scheduling, 10 Key, Outlook, Healthcare, Health Information..., EMR, ICD-9-CM, Health Insurance, Medical Office, Insurance, Healthcare Management, Clerical Work, Fax, Centricity, Customer Service, Patient Support, Patient Satisfaction, Customer Satisfaction, Medical Records, CPT, Medicine, Telephone Skills, EHR

Education
CCI Training Center   2013 — 2013
Vocational, Medical Office Assistant/Specialist, 4.0

CCI Training Center   2012 — 2013
Medical Office Assistant/Specialist

Experience
Apex Clearing  August 2012 - Present
Penson Financial Services   August 2007 - August 2012
JP Morgan Chase  November 2002 - July 2007
Bank of America  December 2001 - October 2002
USAA  October 1997 - December 2001
Principal Financial Securities, Inc.   December 1980 - May 1997

Skills
Financial Risk, Equities, Process Improvement, FINRA, Series 99, Corporate Actions, Dividends, Coaching, Customer Oriented, Fixed Income

Education
Dallas County Community College   1981 — 1982
Accounting

Texas Tech University   1978 — 1979
School of Business and Home Economics

Experience
Penson Financial Services   February 2004 - Present

Education
El Centro College   1989 — 1990
Registered Nursing/Registered Nurse

Experience
Arbonne International  June 2013 - Present
Penson Financial Services   November 2009 - September 2012
FIN-XO Securities Inc.   February 2008 - November 2009
CIBC Wood Gundy  2005 - 2008
CIBC  2002 - 2005
The Body Shop  2000 - 2002

Skills
Investments, Derivatives, Risk Management, Credit, Equities, Fixed Income, Securities, Options, FX Options, Bloomberg, Portfolio Management, Banking, Trading, Financial Risk, Mutual Funds, Customer Service, CRM, Business Networking

Education
Concordia University   2004 — 2008

Experience
Self Employed Trader  2011 - Present
Penson Financial Services   July 2010 - July 2011
Sonic Drive-In  August 2007 - November 2010

Skills
Equities, Options, Securities

Education
Bryan College
n/a, Business Administration

Experience
Penson Financial Services   March 2011 - September 2011
HSBC bank Canada Inc   August 2007 - December 2009
CIBC World Markets  September 2002 - August 2007
Merrill Lynch Canada  1997 - 2002
TD Securities  March 1990 - July 1997

Skills
Securities, Options, Back Office, Fixed Income, Derivatives, Capital Markets, Financial Services, Equities, Wealth Management, Mutual Funds, FX Options, Portfolio Management, Middle Office, Asset Management

Education
George Brown College
Business Administration, Accounting

Experience
Credential  February 2015 - Present
Penson Financial Services   June 2011 - December 2012
Penson Financial Services   January 2010 - June 2011
Penson Financial Services   July 2008 - December 2009
BMO  May 2007 - May 2008

Skills
Securities, Equities, Financial Services, Financial Risk, Trading, Options, Trading Systems

Education
Concordia University   2004 — 2008
Bachelor of Commerce (B.Com.), Finance, General

Experience
Aon Hewitt  June 2012 - Present
Penson Financial Services   2011 - June 2012
Penson Financial Services   2008 - 2011
HEC Montreal  2005 - 2006
Centre Le Portage   2003 - 2004

Skills
Employee Relations, Human Resources, Organizational..., Performance Management, Recruiting, Talent Management, Talent Acquisition, Onboarding, HRIS, Personnel Management, Employee Benefits, Employee Engagement, New Hire Orientations, Technical Recruiting, HR Consulting, Change Management, Coaching, HR Policies, Leadership Development, Interviews, Training, PeopleSoft, Benefits Administration, Succession Planning

Education
HEC Montréal   2004 — 2007
M.Sc., Human Resources Management

Université de Montréal   2000 — 2003
B.Sc., Psychology

Alpha

Experience
National Life Group  October 2012 - March 2013
Penson Financial Services   October 2005 - December 2011
Penson Financial Services   October 2005 - December 2011
Penson Financial Services   2005 - 2011
Bank of America  January 2005 - October 2005
Fidelity Investments  February 1996 - August 2004

Skills
Customer Service, Accounts Payable, Accounts Receivable, Banking, Brokerage, Telephone Skills, Computer Literate

Education
Borough of Manhattan Community College
Business Management

Grover Cleveland High School
Co-operative Education student

Experience
Slalom Consulting  2013 - Present
Duff & Phelps  2013 - 2013
Nexa Technologies  December 2005 - October 2012
Penson Financial Services   August 2001 - December 2005

Skills
Microsoft SQL Server, Database Administration, SDLC, Databases, Agile Methodologies, SQL, SSIS, T-SQL

Education
Microsoft Learning   2014 — 2014
Microsoft SQL Server 2012 Certification

McGill University   1995 — 1998
Bachelor of Science (B.Sc.), Microbiology and Immunology

Experience
Banque Nationale  June 2010 - Present
Penson Financial Services   January 2008 - June 2010

Skills
Banque, Finance, Microsoft Office

Education
Cégep régional de Lanaudière à L'Assomption
Diplône d'étude collégiale, Comptabilité et finance

Institut Des Banquiers Canadiens

École des sciences de la gestion (ESG UQAM)
Baccalauréat, Administration et gestion des affaires, général